Well as you read this, Day 1 of Future Forward is probably underway, it may not be to late to catch my afternoon session on Migrating from QuickBooks Desktop Pro/Pro-plus, but what I want to talk about this morning is Day 2 scheduled for tomorrow, May 22, 2024.
Kicking off Day 2 at 11:00 AM Eastern Daylight Savings Time (EDT) will be Stephen Yoss, Jr. and Randy Johnston presenting Time to Advance Integration.
In today’s business environment, integration is no longer just a buzzword but a critical component for enhancing efficiency and accuracy.
This session provides practical insights on integrating your organization using advanced tools from Zoho, Zapier, Microsoft, and others. Stephen and Randy will tag-team on these real-world applications, demonstrating how to automate key accounts payable, banking, and approval workflows.
They will also teach you how to recognize and avoid common pitfalls in integration projects.
This webinar is designed for accounting and financial professionals seeking to leverage integration to achieve greater efficiency, reduce errors, and foster a more productive work environment.
So if you want to learn best practices for starting or enhancing your integration journey, learn more about Zoho, Zapier, Microsoft and other tools, see how to integrate tasks directly related to finance and accounting, and avoid obstacles in your integration projects, this webinar is the place to be.
Session 2 starting at 12:30 PM EDT features the Agatha Christie of Forensics, the Jessica Fletcher of Accounting, none other than Dawn Brolin. Dawn's topic will be Take Control Over Your Firm.
In today's dynamic business landscape, accounting firms face a myriad of challenges, from evolving regulations to shifting client expectations. Amidst these complexities, taking control of your accounting firm is paramount for sustainable growth and success.
This interactive session offers invaluable insights and practical strategies to help accounting professionals navigate the path to empowerment and thrive in their practice.
- Strategic Planning: Learn how to develop a clear vision and set achievable goals for your accounting firm. Understand the importance of strategic planning in driving long-term success and staying ahead of the competition.
- Client Relationship Management: Explore effective techniques for building and maintaining strong client relationships. Discover how to exceed client expectations, enhance satisfaction, and foster loyalty to drive business growth.
- Leveraging Technology: Embrace the power of technology to streamline processes, increase efficiency, and deliver superior service to clients. Explore the latest accounting software solutions and automation tools to optimize workflows and maximize productivity.
Wednesday's 3rd Session, starting at 2:00 PM EDT will be presented by the ever entertaining and informative, Debra Kilsheimer.
Debra's session, titled Maximizing Profitability: Building an Efficient Accounting Practice with Workflows, will explore the concept of workflow optimization and its significance in building a profitable accounting practice.
She will also identify key areas within accounting practice workflows where efficiency improvements can lead to increased profitability.
You will learn practical strategies and tools for implementing and managing effective workflows to enhance profitability in your accounting practice.
The last time I attended one of Debra's presentations I not only learned a lot, but I laughed myself silly. So take a break from your stressed out day and tune in for Debra's Future Forward session.
And rounding out your afternoon on Day 2, you guessed it, "the Murph" will present the 2nd half of his 2-part mini-series on migrating from QuickBooks Desktop. My session titled Migrating from QuickBooks Premier/Premier-plus will begin at 3:30 PM EDT. I just want you all to know how 'honored I am' to follow-up with such a tremendous group of speakers and to end out this Spring's Future Forward.
This 1-hour session will examine various options available to QuickBooks Desktop Premier users, and look at migration paths to QuickBooks Online Plus and products like Accounting Suite, Zoho Books Elite, Xero Established, Sage 50 Quantum, Odoo Standard and more.
In evaluating each of these accounting apps, I've examined forty-eight criteria, and have boiled down my presentation to the most critical eighteen features representing the features that made QuickBooks Premier different from QuickBooks Pro. Now, I'm prepared to discuss the Pros and Cons in terms of those features for each of the products.
I will be discussing migration pathways available for each of these software apps so you will know what to expect. I'll tell you which products have tools to help the migration process, which apps offer migration assistance, and which of these apps have little if any conversion help. I will also give you some migration methodology and potential 'help-mates.'
If you or your clients are concerned about the future of QuickBooks Desktop Premier/Premier-plus and you think now may be the best time to make a switch, you won't want to miss this session and the opportunity to obtain Insightful Accountant's valuable 48-feature 'App Comparison' of 18 different apps that you can only get by attending.
So please, join Stephen, Randy, Dawn, Debra and myself for Wednesday's Day 2 of Future Forward starting at 11:00 AM EDT on May 22, 2024. For more information or to register for one, or all of the sessions, visit the official Future Forward Event website.