Presentations - Consulting Tools & Best Practices
The Art of Being a Successful Accounting Software Consultant
Session 101: Tues, 4:00 PM – 5:15 PM
Location: Cira C
Speaker: Leslie Shiner
Businesses don’t plan to fail but many do fail to plan. This session is designed to provide practical methods to help you coach your clients to better financial management. Grow your business, your client base, and your revenue by providing financial consulting and coaching. Learn ways to use accounting software as a foundation to build your practice. By uncovering your clients’ needs for coaching, you can help them build better businesses, while you successfully grow your own.
QuickBooks Troubleshooting and Data File Analysis
Session 102: Tues, 12:45 PM – 2:00 PM
Location: Aurora
Speaker: Bonnie Nagayama
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.
Networking Best Practices - Installing and Configuring the Network for Multi-User Environments
Session 103: Weds, 12:30 PM – 1:45 PM
Location: Cira C
Speaker: Mario Nowogrodzki
Understanding networks and servers are a requirement for effective accounting software consulting. Whether you are completing IT tasks yourself or communicating with IT specialists, consultants need to be very familiar with fundamental IT concepts. In this session, we will discuss the different implementation scenarios and best practices for computer networking. 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 and understand how and when they apply to your office and to clients’ businesses. We will walk through the best network environment for each of several QuickBooks situations. You will learn to configure the network and the QuickBooks database server to achieve the best performance on the network. Also, we will discuss how hosted application servers (ASPs) can help you deploy QuickBooks and other applications across multiple locations (anytime/anywhere access), and how to effectively work remotely.
Networking Best Practices – Case Studies in QuickBooks Networking
Session 104: Thurs, 3:15 PM – 4:30 PM
Location: Cira A
Speaker: Mario Nowogrodzki
This session presents several best practices for solving the most common and some of the more difficult problems with QuickBooks on a network. Learn from actual cases and know how to properly configure the database server. In this session, you will learn how to properly configure the QuickBooks Database Server and when to deploy QuickBooks on a Terminal Server and how to properly configure it. See situations where QuickBooks, the network or both are the cause of the problem and how to fix them.
Add-ons and the QuickBooks Consultant
Session 105: Thurs, 1:55 PM – 3:10 PM
Location: Aurora
Speaker: Bonnie Nagayama
The term “integrated application” implies that both the add-on application and QuickBooks have the necessary data to facilitate efficient workflow as well as full reporting and analysis by users, business consultants, and accountants. In this session, you’ll learn what you need to know to: a) work with a client who is using QuickBooks and an integrated application, even when then scope of your work does not include the integrated application; b) be an effective team member during the transition to an integrated application, even when you are not primarily responsible for the implementation? Come and join us to learn what you MUST know to do your work effectively without creating unintentional consequences to the business processes.
Microsoft Office 2008 Integration with Office Accounting 2008 and BCM: Essential tools for Small Business Success!
Session 106: Tues, 4:00 PM – 5:15 PM
Location: Cira B
Speaker: Allen Goldberg
This seminar will explore the strong integration between Office 2008 and Office Accounting 2008 and Business Contact Manager. It will reveal the necessary reasons why a small business will do well to utilize and take advantage of these essential tools. Other topics “touched upon” will be small business server 2008 and integrated mobility.