• Beyond Accounting...Assessing Your Business Technology Needs. Accounting solutions and their integration with other business processes. Presented by Brian Wiese, www.btbsinc.com.

  • time tracking systems
  • cost accounting
  • customer relations
  • marketing using your QuickBooks data

• Living digital... remote access to accounting data and paper documents. Seven options to access your accounting data via secure websites. Presented by Wayne Higdon, www.25thhour.biz.

  • Remote access your PC
  • Have your data stored on a secure website for anytime/anywhere access
  • The Paperless Office...storing documents in the cloud
  • Create customer portals for customer self-service
  • Create portals for your employees, and give them just the access they need
  • Create custom solutions, adding features that are missing in QuickBooks

• Noon: How to find QuickBooks answers. When and where to find answers. We'll provide solutions, then take a couple questions from the audience to test them. Presented by Stephen Vardin, www.bookkeepingwizards.com. (Feel free to bring lunch into the room)

  • Where to find simple answers: the QuickBooks Help File, Online Community and other internet resources
  • When to seek help from an expert
  • Who to turn to: a CPA? a QuickBooks Pro? or your friend's brother-in-law?

• QuickBooks or Peachtree at tax time. What you need to know in order to use your day-to-day bookkeeping records for year end tax prep. Presented by Bridget Chandler, www.simplyaccounting-bookkeepingsvcs.com.

  • Why You Shouldn't Procrastinate - Tax Planning "the advantages"
  • Importance of Setting Up Your Accounting Software for Tax Time - How it can save $$ 
  • Year End Closing Procedures and Checklist
  • Year End Reporting - Internal 
  • Year End Reporting - Tax Preparation 
  • Audit Proof - Who needs to anyway? 
  • Tax Compliance and Filing Dates (Handout)

• Job cost tracking...it’s not just for contractors. You've already tracked most of the info; use it to track your costs and then price future jobs. Presented by Brian Wiese

  • Tracking job time
  • Tracking job costs
  • Convincing QuickBooks to create the reports you need
  • Using integrated software for additional features

• 3pm: Payroll - using QuickBooks alone or with an outside payroll service. How do the various payroll options interact with QuickBooks? Presented by by Stephen Vardin.

  • Options for Payroll If You Use QuickBooks
  • What’s important to record and do when you have employees?
  • An over view of choices, then how to enter Non-QuickBooks options.
  • If you use QuickBooks and have employees, you have many choices to process payroll.
    1. QuickBooks can do it 3 different ways
    2. Use one of the many outside payroll service like Paychex, ADP, GTM, USA Payroll
    3. Do it yourself from the government charts.
  • Having employees also means you have to manage your Human Resources.
  • What’s important to keep track of about employees? For how long?

• Receiving money anywhere. Accepting credit card payments and paperless checks via QuickBooks, the web, or iPhone. Presented by Wayne Higdon.

  • Accept VISA, Mastercard and AmEx...and integrate it with QuickBooks
  • Avoid trips to the bank with check scanning
  • Receive check-by-phone payments
  • Collect payments on the web
  • Collect payments on the road using your phone

• Getting started with accounting software. Tips to get you going. If you've recently started, you'll pick up on those loose ends. Presented by Bridget Chandler.

  • Importance of picking the right software. What options do you have?
  • Who should set up my software? Self help and professional support.
  • Integration... a smooth transition. When is the Right Time and How Do I Start?
  • Use your software to it's fullest potential. Training options.

• Custom Web Apps for QuickBooks, featuring Method Integration

  • web-based access to your QuickBooks data
  • industry-specific and fully customizable
  • easy access for remote users
  • a web portal for your customers, vendors and employees
  • internal controls: users see only what you want them to

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Register for single sessions or the entire day...........................................................beyondaccounting.eventbrite.com.