Solutions | Transforming Client Accounting | Web Seminars

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Leveraging Cloud Computing to Unlock Your Firm's Potential…

Learn how the Cloud can help you boost profits, reduce costs, and increase productivity.

Today’s successful accounting firms are actively making the transition to a more efficient, productive practice by leveraging innovative cloud-based accounting technologies. These free web events will help you understand:

What are the key benefits and advantages you can expect by adopting these new technologies in your firm;
How can you effectively engage clients and more profitably package your services;
What are the top concerns to be aware of when selecting service providers;
How can you use these tools to create new sources of revenue for your firm; and
How can cloud-based tools automate and streamline workflow processes.

These free web seminars will show you how to gain a competitive edge and enhance your role as a trusted business advisor, while providing real value to clients.

Access the Free Web Seminar Archives below:


Part 1:	Develop & Communicate a Compelling Business Case for Cloud-Based Accounting Services Explore the benefits of structuring your practice using cloud solutions. Learn best practices for client proposals that offer a compelling ROI, including: Performing a client assessment Restructuring client workflow Costing and proposing your services using the new Trusted Business Advisor’s Estimating tool Speakers: Darrell James, CEO Levycin, LLC; and Melissa Rothchild, VP, CPA2Biz, Inc.	Part 2:	Boost Firm-Wide Productivity with an automated Workflow Solution Reduce costs and increase revenue. Learn how the Cloud can help you move beyond traditional workflow processes that inhibit productivity and profitability: Do partners, managers and staff often forget to update tracking logs? Are you constantly searching through stacks of data for information while a client waits on the phone? Do you organize your day by the paper piles on your floor? Speakers: John Higgins, CPA.CITP, CPA Crossings, LLC; Glen Keenan, CPA/President, XCM Solutions, LLC; and Melissa Rothchild, VP, CPA2Biz, Inc.



Part 3:	Best Practices for Moving to a Paperless Office: Tax Document Automation and Online Bill Management Learn best practices for implementing cloud-based technology solutions in your firm, including: Choosing the right scanner for your needs Best practices from firms who have implemented cloud solutions Streamline tax preparation with new workflow solutions Make client bill management a profitable service area for your firm Speakers: Ed Jennings, President, Copanion; Jeff Schultz, VP, Bill.com; ; Mark Dixon, National Sales Specialist, Hewlett-Packard; and Melissa Rothchild, VP, CPA2Biz, Inc.	Part 4:	Create New Sources of Revenue with Cloud-Based Accounting Applications Learn how cloud-based accounting solutions, like Intacct Accountant Edition, can improve client services, deliver new opportunities, improve productivity, and give your firm a competitive edge. You'll learn how to: Gain real-time access to client financials to deliver strategic advice and improve client collaboration Streamline & automate workflows to drive efficiencies and data accuracy Provide higher-margin consultative and CFO services to boost ROI You’ll also hear from a practitioner who has benefited by using cloud tools in their firm. Speakers: Daniel Druker, SVP, Intacct; Cindy Brinker, Principal, Brinker, LLC; and Melissa Rothchild, VP, CPA2Biz, Inc.