Modernizing Accounting Workflow - Summer 2017

Highlights

Now that you've recovered from busy season is over, take some time to learn how you can increase your profitability by leveraging accounting automation solutions.  Bring your laptop to this hands-on workshop where you will learn how to use workflow automation tools, both for your practice and for your clients - led by nationally-recognized accounting technology thought leader, Donny Shimamoto, CPA.CITP, CGMA.  This unique workshop will also feature:

      *  Accounts payable by Bill.com

      *  Expense reporting by Expensify

      *  Time & attendance by T-Sheets

Note:  Laptop recommended but not required.  You may bring a tablet instead, but may not be able to use the full functionality of some of the apps.

Objectives

• The morning session will focus on the 8 Keys to Bookkeeping Automation, where you will learn how to successfully implement workflow automations and integrate them to QuickBooks (desktop) or QuickBooks Online (QBO).  You will also learn about the future direction of QuickBooks and QBO as we share information from QuickBooks Connect and demonstrate new product features just for accountants.

• The afternoon session will highlight three leading automation integrations:  accounts payable by Bill.com, expense reporting by Expensify, and time & attendance by T-Sheets.  Learn to connect and integrate the apps so that information flows seamlessly without additional data entry.  Gain access to the Intraprise Blueprints^® that serve as a base for successfully implementing these solutions in your firm.  Additionally, we will cover the new practice management workflow features newly released as part of QBO.

If you've ever wanted the opportunity to work hands-on with these vendors, or have tried and got stuck, then this is the workshop for you!  Experts will be in the room to help guide you through setting up the apps and integrations for either your own practice or for a client.  Be sure to bring a QuickBooks file or credentials to your QBO account to walk away with a fully integrated suite!

Designed For

This hands-on workshop* is designed for CPAs that provide client accounting services, small business owners, office managers, bookkeepers.

*Recommend bringing your electronic device for hands-on workshop