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Unique Challenges of Growing Businesses: Life After Small Business Accounting
Business Management and Organization

UNIQUE CHALLENGES OF GROWING BUSINESSES: LIFE AFTER SMALL BUSINESS ACCOUNTING

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 21, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Women in Accounting
Course Description

In this session, you will learn how to help your growing clients gain the insights they need to stay ahead. You’ll learn how to tell when they have outgrown their current solution, how to work with teams, and the skills and tools you need to serve clients of all sizes in a different way. Leave this session with tools you can use with your clients as you make the transition from compliance to reliance.

Course Objectives:


  • Gain tools for evaluating the right software for clients

  • Understand the benefits of a midmarket solution versus a small business application

  • Understand the opportunities for consulting to clients moving up to more advanced solutions

  • Learn specific tools that can be used to impact financial results in client engagements

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Geni Whitehouse, CPA, CITP, CSPM

The Impactful Advisor
Co-Founder
[email protected]

Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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About Our Sponsor

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The Acumatica Enterprise Resource Planning system delivers adaptable cloud and mobile technology with a unique, all-inclusive user licensing model. Acumatica provides a complete real-time view of your business anytime, anywhere, on any device. Through our worldwide network of partners, Acumatica ERP provides a full suite of integrated business management applications, including Financials, Distribution, Project Accounting, and CRM, as well as separate Field Service, Commerce, Manufacturing, and Construction Editions. Acumatica can be deployed on premises or in the cloud, depending on your business need. Acumatica’s recommended pricing structure does not charge per user, but by the resources required to operate the system. This lets companies add unlimited users as needed, allowing everyone in the organization access to the system at no additional cost.