Presentations - Product-Specific Breakout Sessions
BillQuick Software - Time and Billing Solutions
Thurs, 3:45-5:00 PM - Session 701 - Will Breiholz
Learn why BillQuick is the #1 rated Time & Billing Solution. BillQuick delivers a dramatically streamlined method for invoicing, tracking time and expenses and engagement management. It offers real-time analysis tools to track realization and utilization, meeting the requirements from one-person offices to larger, network-based organizations. Easy to use and flexible, BillQuick is the perfect time and billing solution for all service industry professionals. BillQuick integrates seamlessly with all of the top accounting software programs, including QuickBooks, Sage's Peachtree and Microsoft Office Accounting.
Fishbowl - Inventory Management Solutions
Weds, 3:45-5:00 PM - Session 702 - Grant Kimball
Learn about how Fishbowl Inventory resolves many of the needs of QuickBooks clients who have advanced inventory tracking needs. We'll give a demonstration of the main features of Fishbowl and how Fishbowl integrates with QuickBooks. You'll also learn about the Fishbowl Inventory VAR program and how you can work directly with Fishbowl and The Sleeter Group in serving your client base.
RealTime Bookkeeping Building and Managing a Virtual Bookkeeping Practice
Fri, 9:20-10:40 AM - Session 703 - Robert Chandler
This session will show how we built a profitable "virtual bookkeeping practice" servicing over 350 clients across 18 states from a single location with 4 bookkeepers on staff. For practitioners looking to generate ongoing revenue through the provision of active bookkeeping services who also wish to maximize their ability to undertake consultancy work, this session will explain the technology and process platform available to do so profitably and effectively. Remote Access, the Paperless Office, and Automated Workflow will be covered as well as how to increase operating efficiency at the same time as billing higher rates.
PayCycle - Increasing Profitability with Payroll
Weds, 3:45-5:00 PM - Session 704 - Julie Lubetkin, Marketing Director, Accounting Professionals Program, PayCycle, Inc.
Payroll is a new revenue stream for many accounting professionals. It is an important option to offer to clients. This session will explore some of the challenges accounting professionals face when offering payroll services to clients. In this session you'll learn: What to look for in a payroll service, what marketing techniques are effective, and how to price the payroll offering to boost profitability.
Softrak - Adagio FX Financial Statement Design
Weds, 3:45-5:00 PM - Session 705 - Andrew Bates
See how Adagio FX can automate your month end financial statement creation, producing presentation quality statements formatted exactly the way you need. In this session, you'll see a live demo of the software and learn how to create budgets, department and prior period comparatives - adding company logos and highlighting unusual variances. For your clients who are outgrowing their QuickBooks solution, find out how Adagio by Softrak is the next logical step to meet their needs.
Peachtree Product Training- An Introduction
Weds, 3:45-5:00 PM - Session 801 - Mike Savory
Small businesses need your help when taking their first step at accounting for all of their business finances. Attend this session to learn the basics of Peachtree Accounting and see how it will help your clients. Accounting can be made easy with chart of account setup, invoice and PO generation, payroll, reporting, and more. Get a better understanding of the Peachtree product line, its feature set, and how you can help your clients get up and running quickly with Peachtree.
Peachtree Product Training - Why Would I Choose Peachtree?
Thurs, 3:45-5:00 PM - Session 802 - Mike Savory
Learn of Peachtree's advanced functionality in: inventory, job costing, payroll, security and new capabilities of Peachtree 2008. As businesses plan for success, you can help them know where each dollar is going and how to make the most out of it. Establish an even tighter relationship with your customers by providing more guidance on financial management. In this session, you'll learn some of the more advanced features of Peachtree and how these features make Peachtree the perfect product for many of your clients who are looking for more detail to enable better business decisions.
Sage MAS - Knowing When You've Outgrown your Current Accounting Application
Fri, 9:20-10:40 AM - Session 803 - Gerald Beaulieu
Make the move from off-the-shelf accounting to flexible Sage MAS ERP providing a wide array of financial, operational and business management solutions. Sage MAS is recommended by more CPA firms than any other product in its class. In this session, you'll see a live demonstration of the power of the Sage MAS solution. See firsthand how this product can help your growing clients stay ahead of the curve with comprehensive, accounting, distribution, manufacturing and business intelligence applications.
ACT! Sales Automation Made Easy
Thurs, 2:00-3:15 PM - Session 804 - Volker Vent
The most valuable asset a company has next to employees are its "customers." Centralizing and managing key contact information in an electronic database is crucial to building strong customer relationships. In this session, you'll learn how ACT! can help you manage contacts and companies, enter notes and history for each contact, send e-mail and mail merge to one or multiple contacts, and track sales opportunities or prospects. Plus, take this information with you on-the-go by syncing to handheld devices, or even access ACT! over the Web.
Personable - SourceLink Paperless Solutions
Thurs, 3:45-5:00 PM - Session 706 - Benjamin Chou
Personable Inc will educate attendees on the benefits of automating their QuickBooks workflow. We will introduce our hosting solution and the advantages of using an ASP service. A live demonstration of how to use a QuickBooks hosting service will be available. Additionally, Personable will demonstrate how to go paperless in QuickBooks using our award winning document management solution, SourceLink. During our session we will have informative PowerPoint slides along with real time interactive demos. Benjamin Chou will host the presentation and give real case scenarios and how to implement internal control policies for specific transactions, for example, Accounts Payable/ Receivable.
Cabinet NG - Electronic Document Storage and Retrieval Systems
Thurs, 3:45-5:00 PM - Session 707 - Jon Clark
As a trusted advisor, you have the responsibility of guiding many of your clients' business decisions. One of the critical challenges many businesses face today is the need to identify a document management system that can help them realize the benefits of "paperless". Many factors will drive this decision process including the size and type of your clients' business. This presentation provides specific insights that will help your client match a system to their requirements and demonstrates how you can help them put together a successful plan of attack for getting rid of paper bottlenecks.
Legrand Software - Customer Relationship Management (CRM) Solutions
Thurs, 3:45-5:00 PM - Session 708 - Alain Legrand
Using the scenario of "A Day in the Life of." this presentation will show you how CRM can be of benefit in the daily activities of your business. We will cover typical activities such as new client enquiries, staff calendar scheduling, handling customer service issues, lead generation, processing of web leads, sales reviews, sales analysis and management reports, while highlighting the benefit of the tight integration between Legrand CRM and QuickBooks. Our aim in this presentation is to show you practical examples of how CRM can make a difference.
BankServ - Electronic Payments
Fri, 9:20-10:40 AM - Session 709 - David Keenan
In an age of automation, "electronic payments" has emerged as a dynamic and growing field within the banking industry. Technological advancements in electronic payments, including the launch of remote deposit capture systems such as DepositNow, have brought efficiency to everyday small business by integrating payment and accounting tasks. In this session you will learn how small businesses have the capability to both improve cashflow, by eliminating deposit runs to the bank, and streamline check deposit and accounting procedures. The session will include a demonstration of how DepositNow runs within QuickBooks and Peachtree to simultaneously match outstanding invoices to scanned checks and update accounts receivable while depositing funds to any U.S. bank account. By the end of the presentation, you will hopefully see that DepositNow truly does open the door for an advanced level in remote deposits.
PDG Software - Shopping Cart Solutions
Fri, 9:20-10:40 AM - Session 710 - Karen Snyder
As the top-rated ecommerce storefront provider for QuickBooks, PDG Software has made selling online easier than you ever imagined. Could you or your merchants benefit from an ecommerce solution that performs real-time synchronizations with QuickBooks or QuickBooks Point of Sale? This session will offer insight into setting up a PDG storefront and syncing it with a QuickBooks company file. We will demonstrate how merchants can save significant time and money and eliminate error prone duplicate data entry by choosing a solution that works directly with QuickBooks-- all without complicated manual imports or the need to purchase additional software.
Microsoft Office Accounting 2008 - New Features, New Opportunities
Fri, 9:20-10:40 AM - Session 711 - Bob Lewis
Learn about the newest versions of Office Accounting. Discover how free Office Accounting Express is changing the accounting software landscape with more than 1.8 million downloads since its launch in late 2006. Learn how to leverage Microsoft in your practice to take advantage of these new opportunities. Also get an update on the award-winning Microsoft Professional Accountants' Network.