Going Paperless Presented by Brooks Duncan DocumentSnap Solutions Presentation summary: Going paperless is about much more than just scanning in your documents. How do you organize you electronic documents so that you can find them when you need them? The last thing you want is to trade a paper mess for a digital mess. This presentation discusses hardware and software for going paperless, file organization, naming, security, finding documents, audits, working with clients and more. You will know how to be in control of your paperless documents so that you can find what you need, when you need it. Presenter bio: Brooks Duncan received his Certified Management Accountant designation in 1999, became a Java programmer during the dot-com boom (and bust), and became Director of Client Services for a financial software division of a large multi-national corporation. In 2008, Brooks started DocumentSnap.com, a website devoted to tips and strategies to help individuals and small business owners go paperless by turning piles of paper into an organized, electronic system. In 2010, Brooks went full-time with DocumentSnap and provides consulting, information products, and online classes to help readers go paperless without getting overwhelmed by technology. The site and topic draws a fun cross-section of readers, and he loves interacting with non-technical savvy retirees, busy business owners, enthusiastic bookkeepers and hardcore Mac automation geeks alike. ------------------------------------------------------------------------------------------------------------------------------------------ Block out time on your calendar for the event right now. Why? Just imagine networking with some of the top bookkeepers in the country. Imagine the chance to be on the fast track to a more lucrative practice . . . to being a certified professional bookkeeper (CPB) . . . and to receiving greater professional recognition inside and outside of this network. Each meeting is free to attend. Regional Meetings are a vital part of that formula for success. They're a unique chance to combine learning – a guest speaker shares expertise that's sure to make your work a bit easier – with fun and powerful networking. Regional Developer: Bianca Lightheart Each attendee is responsible for his or her own meal and beverages Please note that a 15% service fee is added to all group attendee's meal costs and there is a $10.00 minimum order. Attending this meeting qualifies for one Professional Development Credit Each meeting includes a guest speaker with a Q&A session; a discussion among the attendees about a marketing topic, a challenge someone may be facing, or another topic important to you; and networking. Non members are welcome to attend two meetings to evaluate IPBC. Afterwards, you must join to attend Regional Meetings. Our meetings are "Scent Free” and business casual attire is appreciated. This is a business meeting. Please, turn off your cell phone before entering the room, and sorry no children allowed. We look forward to seeing you there! ________________________________________________________________________ Are you as passionate about IPBC as we are? Potential members attend our meetings to learn about IPBC. Please share this invitation with any Bookkeepers or Accountants that you know: Share This Page The IPBC is dedicated to developing greater educational excellence, career opportunities,and recognition for the bookkeeping profession across Canada