Day 1 of Future Forward begins tomorrow, May 21, 2024 at 11:00 AM Eastern-daylight-savings Time. It's a power packed day of education that can impact your clients and your practice.
Kicking off the event at 11:00 AM EDT is Insightful Accountant's 2023 ProAdvisor of the Year, Vanessa Vasquez, with a program titled Future-Proof Your Practice: Elevate with Integrated Strategies and Workflows.
Vanessa will unlock the future of accounting and financial advisory with this dynamic class, designed to propel your practice into the forefront of the industry.
Vanessa will equip you with the latest strategies, tools, and insights, transforming challenges into opportunities for growth and innovation, and integrating technology and workflows.
During the session you will be engaged by a blend of essential theory with actionable applications, crafting a tailored roadmap to elevate your firm.
From leveraging AI to streamlining operations and revolutionizing client engagement, this class is your key to a resilient, thriving practice.
You won't want to miss this opportunity not to just adapt, but to excel in the evolving world of accounting.
Christine Gervais will host our 2nd session beginning at 12:30 PM EDT by discussing Automating Tax Advisory Services.
Advisory services can drive firm growth but they can also be time-consuming for your highest net worth team members.
If you’re looking for ways to add client advisory services to your tax practice, improve your profit margins, and grow your business with efficient integrations and workflows, this session will show you how to maximize technology and automation to create high-value advisory deliverables for your clients efficiently.
This session is just theory, Christine will fill-you-in on the tools that have the best Return-on-investment and what action steps you can take to start adding to your sales growth right now.
After a short break the excitement continues when Tanya Hilts hosts our 3rd session starting at 2:00 PM EDT. Tanya's session is titled, Streamlining Success: Mastering Integrations and Workflows in Cloud Accounting.
Tanya will take you for a dive into the world of cloud accounting that she has designed to demystify integrations and workflows.
In today’s fast-paced environment, efficiency and clarity in accounting processes are more critical than ever. This session will guide you through the essentials of optimizing your accounting practices using the latest in cloud-based technology.
Whether you're looking to refine your current systems or explore new tools, you'll gain practical knowledge and strategies to elevate your accounting game.
This session is perfect for professionals seeking to enhance their skills without getting bogged down by technical jargon. Tanya promises to empower you with the know-how to make technology work for you and your firm.
Last, but not least (no, actually least describes things perfectly when you consider the presenters who are going before me...), yours truly, 'the Murph' will be covering the topic of Migrating from QuickBooks Desktop Pro/Pro-plus. My session begins at 3:30 PM EDT and will examine various options available to QuickBooks Desktop Pro/Pro-plus users when looking for an alternative.
I will compare the features sets of QuickBooks Desktop Pro with products like QuickBooks Online, FreshBooks, Kashoo, Patriot, Sage 50, Xero and more.
I've examined forty-eight criteria in evaluating each of these accounting apps, and have boiled down my presentation to the most critical eighteen features representing the major differences. Now, I'm prepared to review the Pros and Cons in terms of those features for each of the products compared with QBDT Pro/Pro-plus.
I will also be discussing the migration pathways available for the various software apps so you will know what to expect. I will tell you which products have tools to help you, which offer migration assistance, and which offer little if any conversion help. Even so, I will give you some migration methodology and potential 'help-mates.'
If you or your clients are concerned about the future of QuickBooks Desktop Pro/Pro-plus and you think now is the best time to make a switch, you won't want to miss this session and Insightful Accountant's valuable 'App Comparison' you can get only by attending.
So please, join Vanessa, Christine, Tanya and myself for tomorrow's four Future Forward sessions on May 21 starting at 11:00 AM EDT. For more information or to register for one, or all of the sessions, visit the official Future Forward Event website.