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Wednesday September 27 - 9:00 AM - 4:15 PM
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Intuit Sessions - 9:00 AM - 4:15 PM


Your Firm is a Valuable Asset
Presented by Andrew Wall

You've worked hard to build a brand, a roster of clients, and trained your employees to deliver great results. So have you considered that your firm is a valuable asset to the right buyer? We'll talk through the implications that technology has on the value of your practice, and deliver practical insight into how you can increase the value of your life's work.

 

The Top Apps for any Bookkeeping Firm

Technology shouldn't just be making your clients' lives better - it should make your own life better, too! Join Intuit as we take you through the top Apps that will help to save you time and make your firm more profitable.

Presenter by Tammatha Denyes, CPB

 

Why Adding Tax to your Repertoire is a Good Idea
Presented by Tracy Lampron, CPB

Are you allergic to tax? You're putting yourself at risk and missing out on revenue opportunities. Tracy will take you through why adding tax to your repertoire is great for business - and why you shouldn't be intimidated.

 

Top 5 Tax Tips for Tax Year 2017
Presented by Susan Watkins

It is never too early to start preparing for tax season! Join Susan as she talks about five important tax tips you need to know, as you prepare for next season.

 

What’s New in QuickBooks Desktop Editions
Presented by Esther Friedberg Karp

Join us as we discuss this year's most important additions to the QuickBooks Desktop program, including QuickBooks Enterprise.

 

Onboarding your First QBO Client
Presenter Jennie Moore

Are you interested in starting your own QuickBooks Online practice and not sure how to gain clients and build your firm? Join us as we share some of the best methods on how to select and attract your first QuickBooks Online client.

 

The QuickBooks Online Roadmap
Presented by Scott Zandbergen

Join Scott as he tells you about all of the latest big changes in Canada's most popular cloud bookkeeping software. He'll also talk about our vision for where we're going in the not-so-distant future, including Artificial Intelligence, Wearables and more!



Sage Sessions - 9:00 AM - 4:15 PM


Spend the day with Sage and get deep product knowledge – and have a lot of fun! In this full-day session, Mark Hubbard and Ed Mortimer will give real-life training scenarios on how to get new and desktop clients up and running on Sage One. Not only will we cover the core product elements, we’ll also get into the bells and whistles! By the end of this day you’ll be prepared to write the complimentary Sage One Certification.

What do you need?

 ·   You need to bring your own laptop!

 ·   Updated Browser (Chrome, Firefox, Edge)

 ·   Laptop needs to be able to connect to public Wi-Fi

 

Core Sage One Product Training

 System Login Credentials and Materials
This is a hands-on session. We’ll help you get ready for the day with pre-set login credentials and training materials.

 
Collaborating with Customers and the Basics of Setup
Learn how to import customer and vendor records, create new records and accounts and enter opening balances.

 
Bank Feeds and Reconciliations
Connecting your Sage One solution to banks and credit card providers will automate your data entry and make reconciliations a breeze. Learn how to maximize your time.

Creating Invoices and Getting Paid
Sage One is a usability dream. Learn first-hand how to create invoices and credit notes, and how to accelerate cash-flow with integrated payments from Sage Payment Solutions and PayPal.

 Reporting and Core Financials
Now that you’re well-versed on getting the data in, learn what reports are available in Sage One, and what modifications and customizations are possible.

 

*After this portion of the day, all participants will be provided a link to take the Sage One Certification exam at their convenience.

 
Now that you have the basics, lets kick it up a notch!

 
Integrations between Sage One and Sage 50
If you have bookkeeping customers who do their own invoices, while you manage the rest of their financials, integration may be the solution for you! Learn how Sage One transactions can sync to a Sage 50 database to increase collaboration between you and your bookkeeping clients.

 
The Bells and Whistles!
Learn about Pegg, the first ever accounting chat bot that’s taking the world by storm! Need an office admin? Pegg is just the bot for the job. Also in this session, learn more about mobility and some of the awesome ISV integrations available for Sage One users.


 

 

 

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