June 17 | 9:30 – 10:30 AM
Jim Norton, CPA | Senior Manager, Accounting Technology Services
Be prepared to assist your clients as they ask questions about upsizing, downsizing, or right-sizing their accounting solution. We’ll talk about on-premises vs cloud accounting, the next steps for those companies outgrowing very small accounting systems, and which types of businesses should look at niche accounting. We’ll share thoughts on several hot button areas such as sales tax, remote bill payments, document management (paperless), and several other integrations that our clients have used to help navigate the prolonged time when many are working from home.
Dawn W. Brolin, CPA, CFE, CEO | Powerful Accounting and Author of The Designated Motivator
Tate Henshaw, CFP® – Xero Ambassador and Co-Founder | Arc Business Management
Nicole Ronchetti – Senior Technical Consultant | Acumatica, DSD Business Systems