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Who Still Uses Spreadsheets for Expense Reports? Really? Join me to learn about a better, easier way!

Automatically create expense reports from credit card charges and TripIt travel itineraries. Seamlessly sync your expenses with QuickBooks. Capture receipts, reimburse employees and get on with business. Do it all online, or go mobile!

If you are a CPA, accountant, bookkeeper or QuickBooks; then join me for a webinar with Concur.

Whether you do the books, advise on tax issues, or help streamline business processes for your clients, Concur can help you and your clients:

  • Save time and moneyConcur_logo
  • Get – and stay – organized
  • Take control of spending
  • Prevent fraud and decrease risk

Plus, once your clients are all using Concur, you won’t be dealing with a box (or storage bin) of receipts come tax time.

Join me for the Concur webinar on May 14 at 1:00 pm Central Time and we’ll discuss:

  • Key benefits of Concur – problems it solves
  • Who is it right for — which clients or industries
  • Quick demo of how it works — key features and integration
  • Comments from a peer — Beth Damis will be our guest.
  • Partner program

Register for the Concur webinar here.APPify the Processes

This is one of the APPify the Processes webinars.   Register now for all the FREE webinars.  If you cannot attend during the scheduled time,  register so you get the link for the recording emailed to you.   If you attend the live webinars, you may win free prizes like an autographed copy of my books or other great prizes!

Prizes

For each webinar, there will be some prizes given away including:

  • Autographed copy of my QuickBooks Practice Set (or QB Online Practice Set) (Priceless!)
  • QuickBooks 2013 (either QB Accountant or QB Premier) (MSRP $399 or $499)
  • GRAND PRIZE — attend all 6 webinars live and you could win QB Enterprise 13.0 (MSRP $3,000)

Winners will be randomly selected from attendees of the live webinar.

Register for Each Webinar Below

May 20  TSheets Time Tracking – 5-star rated on Intuit’s Apps.com, TSheets is the time tracking solution that’s a real power player for payroll. Mobile, easy to use and works with most accounting solutions. Eliminate manual & duplicate time entry for super fast payroll & invoicing.

Register for TSheets Time Tracking webinar here.

May 29  Avalara – Thousands of sales tax jurisdictions and taxability rules. Tax-exempt customers. Tax filing deadlines. Avalara AvaTax streamlines it all – and works inside your billing system.

Register for Avalara webinar here.

Did you miss these webinars in the APPify the Processes series:

Intuit – Learn how to APPify the Processes, conduct a needs assessment, identify, evaluate, test and implement apps.  We’ll discuss Intuit apps, the app center and more.

Watch the recording of the Intuit webinar here and download the handout here:  Intuit Apps.com – APPify the Processes.

ScanWriter  offers an unprecedented Data Entry Automation solution that enters 100’s of transactions into QuickBooks or Excel from your bank and credit card statements, bills, sales orders, and more!

Watch the recording of the  ScanWriter webinar here and download the handout here APPify ScanWriter.

Bill.com – Grow Your Practice with Bill Pay: Learn how to easily automate your client’s payables and receivables online. Route bills for approval, store and share documents, send invoices via email or US mail, pay and get paid, charge customers via ACH or credit card. Automatically sync with QuickBooks; Desktop, Hosted or Online. 

Watch the recording of the  Bill.com webinar here and download the handout here Bill.com webinar handouts.

Subcribe to my YouTube channel so you don’t miss any of them!

https://www.youtube.com/user/MichelleLongCPA

Plus, More Great Content with Fresh Ideas to Grow Your Practice

Join me for a high-content, award winning accounting conference with a price tag you won’t believe!  The Ultimate Accounting vCon is a 2 day virtual conference with practical, grow-your-business advice plus great how-to sessions on all your favorite software and some you may not know about yet.  Details and register here.

Do you Want to Automate Payables and Receivables? Learn How to Grow Your Practice with Bill Pay

Learn how to easily automate your client’s payables and receivables online. Route bills for approval, store and share documents, send invoices via email or US mail, pay and get paid, charge customers via ACH or credit card. Automatically sync with QuickBooks; Desktop, Hosted or Online.

If you are a CPA, accountant, bookkeeper or QuickBooks ProAdvisor who wants to grow your practice with bill pay, then join me for a webinar with Bill.com  Learn how to speed up and simplify bill approvals and payments.  There’s just 3 easy steps:

Read more

Why are you still doing manual data entry? Join me to learn about ScanWriter (you will thank me later!)

ScanWriter offers an unprecedented data entry automation solution that enters 100’s of transactions into QuickBooks (or Excel) from your bank and credit card statements, bills, sales orders, and more!  If you are a CPA, accountant, bookkeeper or QuickBooks ProAdvisor who wants to drastically reduce data entry, then you need to learn about ScanWriter.  Some of the benefits include:   Read more

Discover the Power of Apps for Small Businesses — Intuit’s App Center

Technology enables small businesses to operate efficiently and profitably.  Intuit’s app center contains mobile and web-based apps that integrate with QuickBooks and/or QuickBooks Online (QBO) and allow you to:

  • Enter Data Once
  • Update QuickBooks automatically without exposing your informationapps.com
  • Import to QuickBooks  only when necessary
  • Manage apps from anywhere

Join  me and Cindy Lee from Intuit for a free webinar to learn more,  including:

  • Determining the needs of the client
  • Overview of Apps.com APPify the Processes
  • How Intuit reviews and approves apps
  • Discounts for ProAdvisors
  • Steps for testing and implement apps
  • More

Plus, live attendees will be able to download a checklist to help with a needs assessment and may win a prize!  Prizes will be randomly selected and include an autographed copy of QuickBooks Practice Set or QuickBooks Accountant 2013 (or QB Premier 2013).  Plus, someone who attends all 6 webinars (as scheduled) will win QuickBooks Enterprise 13.0!  Please register for the other webinars in the APPify the Processes series below.

When:  May 6, 1:00 pm CDT

Register here for the Intuit webinar.

Please join me and register for each webinar.  If you cannot attend during the scheduled time, register so you get the link for the recording emailed to you.

Each webinar starts at 1:00 pm CDT and lasts one hour.

May 1 ScanWriter Register here.  ScanWriter offers an unprecedented Data Entry Automation solution that enters 100’s of transactions into QuickBooks or Excel from your bank and credit card statements, bills, sales orders, and more!

May 8 Bill.com Register here.  Grow Your Practice with Bill Pay: Learn how to easily automate your client’s payables and receivables online. Route bills for approval, store and share documents, send invoices via email or US mail, pay and get paid, charge customers via ACH or credit card. Automatically sync with QuickBooks; Desktop, Hosted or Online.

May 14 Concur Register here.  Automatically create expense reports from credit card charges and TripIt travel itineraries. Seamlessly sync your expenses with QuickBooks. Capture receipts, reimburse employees and get on with business. Do it all online, or go mobile!

May 20 TSheets Time Tracking  Register here.  5-star rated on Intuit’s Apps.com, TSheets is the time tracking solution that’s a real power player for payroll. Mobile, easy to use and works with most accounting solutions. Eliminate manual & duplicate time entry for super fast payroll & invoicing.

May 29 Avalara – AvaTax Register here.  Thousands of sales tax jurisdictions and taxability rules. Tax-exempt customers. Tax filing deadlines. Avalara AvaTax streamlines it all – and works inside your billing system.

Thanks for registering!  I’ll see you there!

 

Don’t miss out – Join Michelle Long for APPify the Processes FREE Webinar Series

The upcoming APPify the Processes webinar series helps you learn about awesome apps that businesses improve productivity and profitability.  Plus, they integrate with QuickBooks and/or QuickBooks Online .  The free webinars will provide practical and valuable information (and prizes!) that will help you:

  • Perform a needs assessment to determine the pain points (problem areas) of the business — plus attendees can download a checklist of questions to ask 
  • Identify and recommend appropriate apps to help streamline the processes and improve productivity and efficiency
  • Discover how you can earn additional revenues from partner programs or discounts available for accounting professionals.
  • Benefit from the training and support provided to members of the partner programs.

Plus:  If you attend the live webinars, you may win free prizes like an autographed copy of QuickBooks Practice Set or QuickBooks Accountant 2013 (or QB Premier 2013).  Plus, someone who attends all 6 webinars (as scheduled) will win QuickBooks Enterprise 13.0!

For complete  details for each webinar (if you can’t attend, register anyway so you’ll receive an email with the recording).  More details here:  https://longforsuccess.com/appify

Please join me and register for each webinar.  If you cannot attend during the scheduled time, register so you get the link for the recording emailed to you.

Each webinar starts at 1:00 pm CDT and lasts one hour.

April 24 Intuit Register here.  Learn how to APPify the Processes, conduct a needs assessment, identify, evaluate, test and implement apps.  We’ll discuss Intuit apps, the app center and more.

May 1 ScanWriter Register here.  offers an unprecedented Data Entry Automation solution that enters 100’s of transactions into QuickBooks or Excel from your bank and credit card statements, bills, sales orders, and more!

May 8 Bill.com Register here.  Grow Your Practice with Bill Pay: Learn how to easily automate your client’s payables and receivables online. Route bills for approval, store and share documents, send invoices via email or US mail, pay and get paid, charge customers via ACH or credit card. Automatically sync with QuickBooks; Desktop, Hosted or Online.

May 14 Concur Register here.  Automatically create expense reports from credit card charges and TripIt travel itineraries. Seamlessly sync your expenses with QuickBooks. Capture receipts, reimburse employees and get on with business. Do it all online, or go mobile!

May 20 TSheets Time Tracking  Register here.  5-star rated on Intuit’s Apps.com, TSheets is the time tracking solution that’s a real power player for payroll. Mobile, easy to use and works with most accounting solutions. Eliminate manual & duplicate time entry for super fast payroll & invoicing.

May 29 Avalara – AvaTax Register here.  Thousands of sales tax jurisdictions and taxability rules. Tax-exempt customers. Tax filing deadlines. Avalara AvaTax streamlines it all – and works inside your billing system.

Thanks for registering!  I’ll see you there!

 

Profit secrets for your practice, huge competitive advantage, have we got your attention?

If you’re in search of tips and techniques to help you make more money in your accounting practice, stay on top of new and ever-changing technology, and get a huge competitive advantage in the marketplace, then you’ll want to be at the Event of the Year!

Sandi Smith Leyva and I are revealing all sorts of money-making secrets in our all-new, content-packed, award-winning, 2014 Third Annual Accounting vCon, and we’d LOVE for you to be there.  We’re breaking ground for both women and small practices in the accounting industry with this type of event, and participants like you make it so much fun and successful.

Accounting vCon - virtual conference for CPAs, Accountants and Bookkeepers

It’s a 2-day virtual conference designed to help you:

  • Learn how to move from compliance work to value-added “trusted advisor” work that impacts your clients’ profit as well as yours.
  • Update your marketing, technology, and customer service skills and earn 12 hours of CPE.
  • Virtually “meet” peers, share best practices and ideas, and win cool prizes.
  • Gain the confidence, skills, and tools to serve your clients better and get rewarded in the process
  • Save airline and hotel costs, stay cozy at home, and still get live access to great training.

Sandi and I were honored to earn a 2013 Bronze Women in Business Stevie Award in the Event of the Year category for the 2013 vCon.   So don’t miss out on the Event of the Year with two red-hot, very generous, accounting industry thought leaders that you can profit from!

Now 20% off through April 20, 2014:  http://accountingvcon.com

To your success,

Michelle

P.S.  Please thank our Platinum Sponsors:

Right Networks®:  Trusted worldwide, Right Networks® is the leading provider of hosted applications for small business accounting firms. Right Networks hosts data and applications for a rapidly-growing client base. Right Networks is the right choice to move your organization into the cloud easily, reliably, and securely.  http://www.rightnetworks.com/asp/accountingsuites

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 in developing products and services so that customers can never imagine going back to the old way. http://www.accountant.intuit.com

Funding Gates, the company behind FG Receivables Manager, is set on making collections the easiest part of running a business. With FG Receivables Manager, companies can effectively & effortlessly manage open invoices by moving their AR management to the cloud. Operating as a CRM for receivables management, FG Receivables Manager prioritizes customer accounts, allows users to take notes, log calls, send reminders & more.  https://www.fundinggates.com/?utm_source=Site&utm_medium=Sponsorship&utm_campaign=Vcon

ZenPayroll is delightful, modern payroll. Our comprehensive payroll service enables businesses to get set up and run payroll in minutes, from any web enabled device. All government payroll taxes, reporting, and compliance are taken care of automatically and paperlessly. Our customers span a wide range of industries, from technology startups to flower shops, bakeries, hotels, dentist offices, and more. https://zenpayroll.com/

Xero is beautiful, easy to use online accounting and payroll software for small businesses and their advisors. The company has over 210,000 paying customers in more than 100 countries around the world.  Recently Xero garnered a five-star review for Software As Service from CPA Practice Advisor. The Xero US team is headquartered in San Francisco. Xero is hosted with Rackspace in Chicago.  http://xero.com

Bill.com gives you command and control over your cash flow, payables, and receivables – anywhere, anytime. It rakes in receivables faster, shows you the best time to pay every bill and eliminates hours of paperwork and drudgery. It invoices your customers, pays the bills on your schedule, banks your deposits and even syncs everything with your accounting program, freeing your time – and your mind – to grow your business. http://www.bill.com/

Zoho Books.  With Zoho, you focus on your business while we take care of the rest with apps that help you get more sales, get paid, support your customers and make your business more productive. www.zoho.com

Silver Sponsors: 

TransferMate. View our Multi currency payment Add on for QuickBooks/ Xero users.  Top 4 US banks charge USD40-50 and up to 4% in foreign currency margins, you can easily save USD$5,000 annually using this add on. http://www.transfermate.com/

TSheets, Time Tracking Employees Love. Every 1.3 seconds, somewhere in the world, an employee interacts with a TSheets timesheet. People seem to love things that make their lives easier.  http://www.tsheets.com/

Important Info for Existing Users of QuickBooks Online About Updating to the New QBO

It is really easy to update to the new QuickBooks Online (QBO).  As I show in this quick video, it just takes a couple of clicks and bam you’re updated.  However, many existing QuickBooks Online users are frustrated after they update because the new QBO looks so different.  They are busy — they have a business to run, it’s tax Read more