Intacct Accountant Edition

Undergoes an annual
SSAE 16 SOC1
Type II audit

Free Web Seminars

Practical Strategies To Price your Client Accounting Services Practice for Growth with the new Intacct Pricing Model

Date: Wednesday, May 29, 2013
Time: 2:00 - 3:00 p.m. ET



Speakers:
Thomas Gawne, CPA, Director of Professional Services for CPA2Biz
Amy Vetter, CPA.CITP, Intacct CPA Programs Leader

Join Thomas Gawne, CPA, Director of Professional Services for CPA2Biz and Amy Vetter, CPA.CITP, Intacct CPA Programs Leader as they provide insight and information as to how to strategically position your firm for growth. Topics include:

  • Vast Opportunity of Client Accounting Services in the Cloud;
  • High level look at best practices and challenges for building successful cloud based client accounting services;
  • A detailed look at the new pricing opportunities only available to the accounting channel;
  • Pricing strategies that can leverage this new paradigm shift for expansive growth!

Transform Your Client Accounting Services Practice with the
On-Demand Intacct Accountant Edition from CPA2Biz

Register today for a day and time that is convenient to you!

Learn the Benefits of Cloud Computing and On-Demand Accounting

Duration: 1 hour

At CPA2Biz, we understand the importance of your relationships with your small and growing business clients. Improving their financial performance, delivering better financial advice and helping them to make better and faster business decisions is at the heart of your firm's values. That's why we've developed the Intacct Accountants Program to deepen your role as a Trusted Business Advisor, transform your client accounting services and position your firm for the future.

Delivered online via a best-in-class Software as a Service (SaaS) platform, Intacct's full suite of feature-rich, easy-to-use applications offer a robust solution for many different sizes and types of businesses. Core modules include: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Order Entry, Purchasing, Employee Expenses, Standard Reporting, Centralized Dashboards and more.

In this free 1-hour web seminar, you'll learn about the many benefits of transitioning your clients to this web-based solution. We will demonstrate the Intacct Accountant Edition and show how this platform will help you:

  • Facilitate seamless collaboration between clients and staff for better, faster service
  • Access and manage client data securely 24/7 from any web-enabled browser
  • Update and share data instantly, across the firm, across the country
  • Reduce travel time/costs and give staff the flexibility to work out of the office
  • Maximize consulting opportunities with easy-to-build-and-replicate templates to support clients with complex businesses or reporting requirements
  • Improve data security, increase transparency, reduce risk and IT costs.

Let us help you successfully adopt cloud computing—and all the advantages that come with it.

Web Seminar Archives

 

Practical Strategies To Price your Client Accounting Services Practice for Growth with the newly Announced Intacct Pricing Model

Originally recorded: February 13, 2013
Speaker:
Thomas Gawne, CPA, Director of Professional Services for CPA2Biz
Amy Vetter, CPA.CITP, Intacct CPA Programs Leader

Bullet

Join Thomas Gawne, CPA, Director of Professional Services for CPA2Biz and Amy Vetter, CPA.CITP, Intacct CPA Programs Leader as they provide insight and information as to how to strategically position your firm for growth. Topics include:

  • Vast Opportunity of Client Accounting Services in the Cloud;
  • High level look at best practices and challenges for building successful cloud based client accounting services;
  • A detailed look at the new pricing opportunities only available to the accounting channel;
  • Pricing strategies that can leverage this new paradigm shift for expansive growth!

Charting a New Path to Growth: How a traditional firm transformed its business model leveraging cloud technology

Originally recorded: November 28th, 2012
Speaker:
Victor Puchi, CPA, CGMA, Partner, Eide Bailly LLP

Bullet

Victor Puchi, Partner from Eide Bailly LLP, will discuss how he took a traditional compliance-driven firm to an advisory, cloud-based centric firm. He'll share how changing the service delivery is not just about software replacement – but about how you position and market your services. He'll discuss the firm's challenges on how to present and unlock the value of what cloud-based accounting solutions, like Intacct and Bill.com, can do for their clients.

The Power of real-time financial data and analytics to penetrate the Restaurant Niche market

Originally recorded: October 10th, 2012
Speaker:
Dixie McCurley, Partner, Trusted CFO Solutions

Bullet

In today's economic climate, streamlining business operations and gaining strategic insight into daily financials and operational performance are critical to the success of restaurant businesses. Join Dixie McCurley from Trusted CFO Solutions as she shares her firm's strategic approach to providing complete outsourced accounting and CFO services to restaurant owners leveraging cloud-based platforms.

Leveraging a Standardized Cloud-based Accounting Solution to Create Value for Franchise Operations

Originally recorded: June 27th, 2012
Speakers:
C. Keith Willis, CPA, Cohen Florida, an affiliate of Cohen & Company
Penny Lam, Director of Partner Marketing, Bill.com
Amy Vetter, CPA, Programs Leader, Intacct

Bullet

Learn how Cohen & Co. is providing value to their franchise clients with ease of franchisee owners with repeatable, streamlined processes. Due to the flexibility and customizable cloud platform they utilize, they are able to provide oversight to franchise owners capturing key performance indicators to benchmark data that's not only important to oversee growing operations of the franchise business, but provide key comparison data for each franchisee to evaluate the success of their own establishment across the network.

Leveraging Intacct to create a successful industry niche practice

Originally recorded: May 16, 2012
Speakers:
Lindan D. Elliott, Director of Business Development, Joseph Eve CPAs
Amy Vetter, CPA Programs Leader, Intacct

Bullet

Learn the latest tips, tricks, best practices, and lessons learned from Joseph Eve CPAs, a multi-state CPA firm that specializes in serving the needs of Tribal Casinos by leveraging Intacct, a cloud-based financial and accounting software, for their Business Process Outsourcing (BPO) services (the outsourcing of clients' back office accounting/finance operations).

In this webinar event, you'll learn what Joseph Eve has done to create a customized Intacct template to maximize efficiency and profitability for their tribal casino BPO practice. We will cover the initial niche selection, customizing Intacct for the niche, marketing, on-boarding, and service delivery.

Come ready to learn new ways to create more value for your current or prospective clients in the industry you specialize in. This webinar will feature a live look at Intacct Dashboards, KPIs, and customizations that were required to set up Intacct for this niche.

What's New from Intacct – Fall 2011 Product Enhancements and What to Expect for 2012

Originally recorded: December 7, 2011
Speakers:
Amy Vetter
, CPA.CITP, CPA Programs Leader, Intacct
Dan Miller, Vice-President of Product Management, Intacct

Bullet

In this one hour webinar, learn about Intacct's new Fall 2011 product enhancements, including:

  • Intacct's intuitive new user interface
  • New usability improvements with Journal Entries
  • The new & improved Report Center – a central location for all memorized reports and ability to flag reports as your favorites
  • How to use Intacct with your iPad or mobile device
  • Powerful Intacct features and functions that you may not be aware of

Also, learn more about the future enhancements to the Accountant BPO Program and what's coming on the product roadmap for 2012.

Case Study Review: How One Firm Doubled Revenue Within 2 Years of Moving to the Cloud

Originally recorded: September 27, 2011
Speakers:
Steve Chaney, CPA
, Managing Partner, Chaney & Associates
Melissa Rothchild, VP, CPA2Biz;
Deneen Johnson, Senior Manager, CPA2Biz

Bullet

This one-hour webinar will show you how a progressive accounting firm with a not-for-profit niche grew its practice by an incredible 89% and doubled its revenue within 2 years of moving its practice to cloud-based accounting solutions – all without hiring any additional staff! In this webinar, Steve Chaney, CPA & President of Chaney & Associates, will share the challenges his firm faced doing business the traditional way and the success his practice is now experiencing with a cloud-based service delivery platform.

 

 

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