Presentations - Thursday October 25, 2007
The Digital Tax and Accounting Office
Thurs, 8:00-9:30 AM - Session G20 - Gregory L. Lafollette, CPA.CITP
You know you need to move toward a less paper, more digital office, but where to start? Hardware? Software? Process? Who? What product? What to do first? What works - and what doesn't? Learn from the guy who's been on all sides of this issue-practitioner, vendor, consultant, trainer and journalist. We'll cover a case study of a hypothetical small firm going from all-paper to almost all digital while everybody lives to tell the tale!
Accounting Market Overview and Technology Update 2008
Thurs, 9:45-11:15 AM - Session G27 - Randy Johnston
What's new in the area of accounting software? The short answer is plenty! If you thought 2007 had big changes, wait until you see what 2008 has in store. This session is designed give you an overview and updated information on the accounting market and what will happen to your practice in the coming year. Randy will help you make practical decisions about the best technology investments and what to be leery of. How will you manage your migration to Windows Server 2008, Office 2007 and Vista? What are the pitfalls we have found? You can learn on your own, the painful way - or let us explain what you need.
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.
Troubleshooting QuickBooks and Data File Analysis*
Thurs, 2:00-3:15 PM - Session 102 - Joe Woodard
In this session, we'll drill in to some of the more technical mysteries of QuickBooks and the difficult problems presented by client data entry errors. We will discuss both data file setup errors and data entry errors and we'll present methods for quickly locating both types of errors. We will discuss the most common types of errors made by QuickBooks users as well as some of the more rare and difficult to handle issues that arise from time to time. This session is designed for QuickBooks consultants as well as for tax preparers who need to salvage as much reliable data as possible from QuickBooks files for income tax preparation. *Session repeats on Friday.
Securing Your Information in an Insecure World
Thurs, 2:00-3:15 PM - Session 202 - David Cieslak, CPA.CITP, GSEC
Every organization needs to protect its computer systems from external and internal threats. A keen awareness of the various threats, knowledge of how to anticipate and prevent problems, and strategies for recovering from security breaches are all key aspects to safeguarding an organization's information assets. This session is designed to provide an introduction to information security fundamentals and explore the essential steps needed to harden and protect an organization's systems from attack. Whether you're new to information security or a more experienced network administrator looking to cover all the bases, this session has something for everyone. Topics will include: Firewalls, routers and IP strategies, viruses, worms, trojans and other malware, password management and resource sharing, e-mail, file sharing and chat program vulnerabilities, intrusion detection and incident response, spam filtering.
Intuit Academy - What's New with Intuit's Payroll Offerings
Thurs, 2:00-3:15 PM - Session 906 - Roy Goldman & Oliver Helleboid
Learn what's new for Intuit Payroll - Intuit Online Payroll, E-File and Pay, QuickBooks Desktop Payroll enhancements.
Networking Best Practices - LANs, WANs, Servers and VPNs
Thurs, 2:00-3:15 PM - Session 105 - Andrew Abrams & Mario Nowogrodzki, CPA.CITP
Discover the different implementation scenarios and best practices for networking. In this session, you'll learn the differences and similarities between Microsoft Small Business Server and Windows 2003 Server. We'll clearly explain Peer-To-Peer, Client/Server, Terminal Server, and VPN technologies so you'll know when and how to use them. See live examples and understand how and when they apply to your office and to clients' businesses.
Top 5 Tips to Improve your Profile on the ProAdvisor Referral Database
Thurs, 2:00-3:15 PM - Session 901 - Nancy Lee
Want the inside scoop on what works and what doesn't? Come and learn what small business owners are looking for in a ProAdvisor, so you can increase the effectiveness of your posting and attract more potential clients.
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.
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.
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.
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.