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QuickBooks Online Fundamentals – FREE webinar series starts 4/12 w/FREE CPE

Join me and register for all 3 webinars in the series here: http://quickbooks.intuit.com/accountants/resources/university/training-for-accountants — Click on Free Live Webinar Training and then Additional Training Sessions to register for each one separately

QuickBooks Online Fundamentals Series: Part 1 – Introduction to QuickBooks Online Accountant

This is the first of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online. This webinar begins with an introduction of Intuit and QuickBooks Online. It covers why small businesses and accounting professionals are moving to online solutions and the benefits of using QuickBooks Online.
April 12, 2016 12:00 – 1:30pm CST 1.5 CPE credits

QuickBooks Online Fundamentals Series: Part 2 – Setting Up Your Firm’s Books (or Clients)

This is the second of a 3-part series for accounting professionals who are new to QuickBooks Online. This webinar begins with a demonstration of the QuickBooks Online Accountant “Your Books” feature, which is a free subscription to QuickBooks Online that is integrated within QuickBooks Online Accountant for the accounting professional to use.
April 18, 2016 12:00 – 1:30pm CST 1.5 CPE credits

QuickBooks Online Fundamentals Series: Part 3 – Managing Your Firm’s Books (or Clients) With QuickBooks Online and Apps

This is the last of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online. This webinar shows accounting professionals how easy it is to perform basic workflows in QuickBooks Online.
April 19, 2016 12:00 – 1:30pm CST 1.5 CPE credits

I hope to see you there!

Michelle

[Ultimate Accounting vCon] Last day to register at the early bird price, a great conference for people who have never been to an accounting conference

Just a quick reminder that today, April 1, 2016 is the final day to register at the early bird rate. You can find out more and register here: http://accountingvcon.com/register/

If you’ve never been to an accounting conference, the 2016 Ultimate Accounting vCon is a great way to sample what it’s like without breaking your budget. It’s a 2-day virtual conference full of profit-boosting ideas from top-rated speakers and trainers on accounting practice management, technology, and marketing. It will be held May 12-13, 2016 with a chance to earn 12 CPE. And you never have to leave home.

Register now here: http://accountingvcon.com/register/

Find out more here: http://accountingvcon.com/

Please thank our sponsors:

Intuit: Intuit helps small businesses and accounting professionals save time managing their business finances so they can spend time doing what they love: growing their businesses. From desktop to online, payroll to payments, small business to professional accounting and tax solutions, Intuit is leading the way so that customers can never imagine going back to the old way. http://accountingvcon.com/exhibitors/intuit/

Zoho Books is a simple, easy-to-use online accounting software for small businesses to manage their business finances the smart way. Zoho Books makes it much easier for you to manage your client’s books and also to reach out to prospective clients. http://accountingvcon.com/exhibitors/zoho/

ShareFile provides an easier way for accountants to share confidential information with colleagues and clients. http://accountingvcon.com/exhibitors/citrix-sharefile/

Sage Accountant Solutions helps accounting professionals become more valued advisors for their small and medium-sized business clients through solutions that fit every client need, size, budget, and platform requirement. http://accountingvcon.com/exhibitors/sage/

Seattle-based Finagraph is a best-in-class financial gathering and business intelligence company. Its pioneering technology directly gathers and organizes financials from accounting systems, providing clear and actionable information. The Finagraph dashboard is now free for accountants and small business owners. http://accountingvcon.com/exhibitors/finagraph/

Feel free to forward this post to a friend!

Get Access to Michelle and Sandi’s Secrets to More Profits and Success in Your Accounting Business

Do you wish you had a little (or a lot) more to show on your bottom line? Would you like to gain access (at no charge) to mentors’ secrets that lead to increased business profits, fun, and success? Do you wish you could attend an accounting training conference but simply can’t afford the registration or travel?

If so, then take a break from your busy schedule next week and attend a fun and profit-boosting webinar, “5 Killer Ideas to Transform Your Accounting Practice” presented by dynamic accounting duo, Michelle Long and Sandi Smith Leyva, both CPAs and named the Most Powerful Women in Accounting by CPA Practice Advisor.

5 Killer Ideas to Transform Your Accounting Practice
Presented by Sandi Smith Leyva and Michelle Long
Tuesday, March 22, 2016
at 9AM Pacific, 10AM Mountain, 11AM Central, Noon Eastern
Allow 1 hour, spaces are limited

Sign up here and get one hour of CPE too:
http://accountingvcon.com/transform-accounting-practice/

You’ll experience a burst of energy, rejuvenation, and motivation so that you can get through the last few weeks of busy season. Plus, you’ll learn five killer tips, tools, and tricks that will help you add more profits to your bottom line. You’ll learn:

–3 ways your peers (AKA your competitors) have increased their revenues
–2 tips you can implement today to grow your practice
–The skills you need that will really increase your revenue (it might not be the ones you think you need) and where to start getting them
–1 resource that will help you profit from cloud accounting services

Don’t wait; this webinar will fill up quickly.

“Sandi and Michelle were super excellent” Linda Qbq Russell

“Thank you Sandi & Michelle for a great job on providing us so much helpful information!” Cindy Noelk

“Michelle and Sandi, I am so impressed with your knowledge and caring about the attendees, and your desire to help us grow our businesses.” -Cherri Rapp, Cherri Rapp & Associates

Here’s the link to sign up:
http://accountingvcon.com/transform-accounting-practice/

Please thank our sponsors:

Intuit: Intuit helps small businesses and accounting professionals save time managing their business finances so they can spend time doing what they love: growing their businesses. From desktop to online, payroll to payments, small business to professional accounting and tax solutions, Intuit is leading the way so that customers can never imagine going back to the old way. http://accountants.intuit.com/

Zoho Books is a simple, easy-to-use online accounting software for small businesses to manage their business finances the smart way. Zoho Books makes it much easier for you to manage your client’s books and also to reach out to prospective clients. www.zoho.com

ShareFile provides an easier way for accountants to share confidential information with colleagues and clients. http://www.sharefile.com/industries/Accounting/

Sage Accountant Solutions helps accounting professionals become more valued advisors for their small and medium-sized business clients through solutions that fit every client need, size, budget, and platform requirement. http://na.sage.com/us/accountant

Feel free to pass this on to a friend, but don’t forget to sign yourself up first: http://accountingvcon.com/transform-accounting-practice/

Don’t Miss: Becoming a Firm Of The Future: 4 Part Series With Michelle Long

The accounting industry is changing and we must change how we operate to survive and thrive. Join Michelle Long for this 4 part series to become a firm of the future (FREE with free CPE eligible for attending live).

Use this link to register for all 4 webinars or only the ones you want to attend (register for each separately for CPE purposes but all via the same link):

https://attendee.gotowebinar.com/rt/8108955800397777921

 

Dec 14: Get on the Cloud… Where to Start:SMB Statistics on the Cloud

What is a firm of the future and why it is important? What are the steps to become one? Learn which QuickBooks to choose and how to talk to your client(s) about moving to the cloud. Plus, how to convert to QuickBooks Online. After attending this course, you will:
– know the steps to take to become a firm of the future.
– be able to select which QuickBooks is right for your clients and how to convert to QuickBooks Online.

Dec 17: Get on the Cloud and Streamline The Workflows:

Understand how to automate and streamline the workflow for you and your clients. Learn about time-saving features in QuickBooks Online and how 3rd party apps can save you and your clients time. After attending this course, you will:
– Streamline your workflow to be more efficient
– Navigate and choose apps that save time

Dec 30: Become A Trusted Advisor:

Learn about the QuickBooks ProAdvisor program tools that help add value for your clients. Plus, the benefits of value pricing. After attending this course, you will:
– Understand the value pricing model
– Know the tools available in the ProAdvisor Program

Jan 15: Get Connected With Tips/Tools for Managing Social:
Learn about the Find a ProAdvisor directory where small businesses look for ProAdvisors, and how to improve your profile/search ranking. Plus, we’ll discuss other social media sites, who to connect with, the tools to manage social, and how to create and share content. After attending this course, you will:
– Understand the power of social & how to get started
– Know what changes to make to your ProAdvisor profile

Who Should Attend?

Accountant professionals who have or anticipate having QuickBooks Online clients.  For each webinar:

Course Level: Basic
Course Length: 90 minutes
Delivery Method: Group-live internet
Recommended CPE: 1.0

Use this link to register for all 4 webinars (register for each separately for CPE purposes but all via the same link):  https://attendee.gotowebinar.com/rt/8108955800397777921


Calling all Ultimate Accounting vCon Alums, and 2016 Ultimate Accounting vCon

Just a quick post to let you know how excited Michelle and I are about the 2016 Ultimate Accounting vCon. Find out more here: http://accountingvcon.com/

We Have a Favor to Ask vCon Alums

If you’ve attended before, we’d love to get a video testimonial from you about your experience at the event. By helping accountants decide to attend the event, you’ll be doing your part in helping to make the entire small business ecosystem, and therefore the economy, stronger.

We’ll post your clip on the website and will use a few in a demo reel we’re putting together. We’ll list your website, which is great for search engine juice and your own publicity.

How to Do It

You can record it yourself and send it to support@sandismith.com. Or if you’ll be at the Sleeter Conference next week, we will record you. Just drop by the Accountant’s Accelerator table in the Exhibit Hall for five minutes on Wednesday and we’ll get your testimonial recorded so you can get back to the conference.

Register for 2016

In a nutshell, the Ultimate Accounting vCon is:

  • Two full days of the hottest topics and practical tips in pricing, advisory services, technology, and modern marketing for CPAs, accountants, bookkeepers, tax preparers, EAs, and accounting software consultants
  • Conference attendance + all recordings + transcripts + a chance to earn 12 CPE hours
  • An infamous chatroom that rivals the excitement of the sessions
  • Super-high return on investment with no travel expenses; this event is fully virtual
  • Some very cool surprises to be announced soon

If you haven’t already registered and you’d like to get the early bird discount, you can do so here:
http://accountingvcon.com/register/

See you in May!

5 Keys for Becoming a Successful Firm of the Future and Valuable Sessions at QuickBooks Connect to help – SPECIAL QB Power Hour + FREE CPE

Did you know about Intuit’s Firm of the Future website?  Have you heard accountants and bookkeepers everywhere talking about being a firm of the future and the need to transform their current practice to survive in the future?  Have you wondered what a firm of the future is? Why do I need to be a firm of the future? How do I become a firm of the future?  Attend QB-PowerHourthis free webinar and we will help answer many of these questions for you.

Join me for a special QB Power Hour Tuesday (October 13) to learn more.  I’ll have special guests Joe Woodard (Woodard Consulting), Chris Repetto (Intuit’s
Communications Director) and Kim Amsbaugh (Intuit Corporate Communications) joining me to help answer your questions.

Specifically, we’ll discuss:

• Interesting statistics that demonstrate how technology is changing the accounting industry and how small businesses operate.
• 2015 Intuit Average Billing Rate Survey — selected technology and firm management results
• The 5 Keys for becoming a Successful Firm of the Future
• Valuable sessions at QuickBooks Connect to help you create a firm of the future

When: Tuesday, Oct. 13, Noon – 1:30 ET

Register: https://attendee.gotowebinar.com/register/7207494799158353666  – login early because space is limited.

Can’t attend at that time? Register anyway so you’ll get an email with a link to the recording.

PLUS – don’t miss Thursday (October 15) regularly scheduled QB Power Hour:  Engagement Letters, Scope of Work, and New Client Onboarding + Practice Ignition

Register with the same link for all QB Power Hour webinars.

Please share this with your peers and let them know about QB Power Hour too!

Will you be at the “MUST attend” event of the year? Details and savings for QuickBooks Connect 2015

qb connectI’m sorry if you missed QuickBooks Connect 2014 or were unable to attend.  I hope that won’t happen again this year!

Are you serious about:

  • Growing your practice?
  • Expanding your knowledge and expertise of QuickBooks?
  • Learning more about 3rd party apps that integrate with QuickBooks?
  • Networking and connecting with thousands of accounting professionals, small business owners, developers and Intuit employees?

These are just a few reasons why you need to attend QuickBooks Connect 2015.  What is QuickBooks Connect?  In my opinion, it is the ONE conference you do not want to miss!  It is unique and well worth it to attend.  Per the website (http://quickbooksconnect.com) “QuickBooks Connect is unlike any event you have ever been to before.  Thousands of entrepreneurs, small businesses, accountants and developers unite under one roof to connect, learn & grow.  Friends, poets, visionaries and industry titans are dispersed throughout a dynamic agenda of main stage and intimate sessions.”

I’ll share my experience from last year and some thoughts about what I’m excited about for QuickBooks Connect 2015.

Keynote Speakers

The keynote speakers last year were amazing and truly inspiring and motivating.  It is always great to hear Intuit’s founder Scott Cook and CEO Brad Smith.  Plus, it was amazing to hear the experiences, lessons learned and insights from Bill Rancic, Magic Johnson, Ariana Huffington, Guiliana Rancic, Martha Stewart and more.

I’m really looking forward to this year’s lineup (http://quickbooksconnect.com/speakers/) which includes:

  • Brad Smith – Intuit CEO
  • Robert Herjavec – ‘Shark Tank’ and founder of Herjavec Group
  • Bill Rancic – 1st winner to ‘The Apprentice’
  • Jessica Alba and Brian Lee – CEO & Co-founders of The Honest Company
  • And more!

Breakout Sessions

There are lots of valuable breakout sessions available for accountants, small business owners and developers.   You can see the sessions and agenda here:  http://quickbooksconnect.com/agenda/  There are sessions on QuickBooks, practice management, value pricing, social media and many more.

Last year I presented the sessions for QuickBooks Online Advanced Certification to about 500 people!  It was great seeing so many people eager to earn the advanced certification.  This year I’ll be presenting these sessions and I’d love to have you join me for them:

  • Here to There: The Accountant’s Journey toward Professional Greatness – we will be working on your business to help you achieve professional greatness.  These sessions are packed with resources and tips you will be able to start implementing immediately.  We will not just discuss theories; but we will do some exercises, learn about practical tips and resources to help you on the path to greatness.  You’ll learn about Michelle’s “5 P’s to Professional Greatness:  Planning, People, Processes, Product and Pricing”.
  • Working Across Borders: Understanding Canadian Clients — This session will provide an overview of some of the factors that affect working with Canadian clients.  It is targeted primarily for U.S. consultants who currently work with, or would like to work with, Canadian clients.

You can select whichever sessions you want to attend and you are not limited to the accountant specific sessions (i.e. you can attend sessions for small business owners or developers too).

The Band

Last year, the band was Train (Soul Sister and more) and it was almost like a private concert!  They even allowed about 15-20 people to get on stage to dance and sing along with the band!  With an open bar and great music, it was a great night of fun for everyone!

The band for QB Connect this year was announced during one of our QB Power Hour webinars (Thanks Intuit!) and it will be the Goo Goo Dolls!  I’ll admit that initially I couldn’t remember their songs.  However, once I heard a few of them, then I remembered.  Perhaps you’ll remember one of the biggest hits from the 1990s, ‘Iris’ from the soundtrack for ‘City of Angels’.  Here’s a list of the 10 best Goo Goo Dolls songs along with their YouTube channel to refresh your memory and get you prepared to sing along!

Unexpected Delights

It seems like there were always unexpected delights – from the snacks everywhere (both healthy and not so healthy) during sessions to opportunities for book signings from the motivational speakers.  I was thrilled to ‘score’ a ticket for a book signing from Bill Rancic (the 1st Apprentice winner).  Maybe this year I’ll get a chance for a photo opportunity or backstage pass with some of the great speakers!

Details and SAVINGS!

QuickBooks Connect 2015 will be in San Jose, California Nov. 2 – 4.

Use this code (QBCBIRD15) to get Early Bird Pricing for QuickBooks Connect but HURRY!  It is a limited offer and the event will most likely sell out this year!

Southwest Airlines SALE on flights through Sept. 24 – as low as $73 one way

Southwest Airlines has flights into San Jose or San Francisco (then you could take the train to San Jose) at GREAT prices right now.  But hurry – the sale ends Sept. 24.  https://www.southwest.com/html/promotions/nationwide-sale-150908.html

Don’t wait – Register for QuickBooks Connect NOW, book your flight and make your reservations now!

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