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Course Description

Growth in business takes place in two primary ways: complexity and uniqueness. As your business grows, you also must understand the complexity and uniqueness in your clients’ financial requirements. If you want to provide accurate advice to your clients depending on the growth pattern of their business as an accounting, taxation, or finance professional, you need to understand the concepts of accounting platforms and accounting applications. This is why the differences between an accounting platform versus an application matter.

One enables you to grow freely and adapts to this growth, while the other doesn’t. Whether you’re a C-level executive, a division or department lead, IT administrator, or company accountant, this impacts your work. Remember, accounting data is tied to sales, support, and operations. 

The accounting system structure directly impacts how fluidly other applications and departments can understand and process accounting information. The definitions of Accounting application and Accounting platform is: 

  • An accounting application is a software program that captures and records all accounting transactions. It often divides functions into modules such as accounts payable, accounts receivable, inventory, and more.
  • An accounting platform is an open environment where you can grow and scale your accounting and financial management. A platform allows for seamless connectedness between multiple softwares, enabling users to run their entire business in one ecosystem. 

This webinar delves deep into the subject with a long-term vision of success. This webinar will help you : 

  • To understand the basic differences between an accounting platform and accounting application.
  • To choose an application or platform that just fits your current needs at the time is an expensive proposition
  • To automate the business process using accounting application or platform.

Webinar Qualifies for

  • 1 CPE credit of Business Management & Organization for all CPAs
  • 1 CPD credit (Verifiable) for Canadian CPAs
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To differentiate between big and small; applications and platforms.
  • To identify the real reasons for caring about it
  • To recognize the design of applications and platforms
  • To identify when to recommend an application or a platform to a client

About Presenter

Tony Zorc,

Chief Executive Officer (CEO), Accounting Seed

tzorc@accountingseed.com

Leveraging his combined experience in public accounting, finance, and IT, Tony Zorc started Accounting Seed in 2008 with the goal of creating an innovative, open architecture accounting application on the Salesforce platform.

Tony designed this technology to embrace the CRM mindset of not forcing users to perform business processes the way a software maker designed, rather providing a toolset empowering the users to determine how to best organize and manage the back office. This defining quality of the Accounting Seed product has led to the company’s continuous vertical growth over the next 10 years.

Under Tony’s leadership, Accounting Seed has sold over 14,500 licenses to customers worldwide and throughout many industries. Tony’s unique approach to accounting software has earned Accounting Seed a place among CFO Tech Outlook’s Top 10 Accounting Solutions Providers – 2018 and #1 Accounting Solution by SoftwareReviews - 2019. Tony has also been featured as a guest on Worldwide Business with kathy ireland®, where Accounting Seed was recognized as a revolutionary and successful business tool.

Before starting Accounting Seed, Tony worked as CPA at BDO, performing a broad range of financial services such as auditing and tax preparation for customers. At Herman Miller, Tony worked as the International Finance Manager where he directed internal audits and managed the finances for international subsidiaries. He then went on to serve as a Controller and CFO for Accelera Romaro. Later, Tony transitioned into software consulting to pursue his growing interest in IT. Working as a Solutions Architect for SSI Consulting, he sold and implemented Microsoft mid-market systems, serving dual roles as a Presales Engineer and Technical Sales Consultant.

Accounting Seed is a full accrual accounting and ERP application powered by Salesforce. Our application tracks financial data through the entire business lifecycle; from marketing, project implementation, product sales, back office accounting, to producing financial statements designed by you. It is the complete finance solution.

We are driven to make you more successful. We do that by integrating accounting and enterprise resource planning with the rest of your business management solution on the Salesforce.com platform to meet all your finance needs.


FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.4
(73)
59%
26%
11%
3%
1%
  • MS
    Michael Sholl , CPA
    Nov 1st 2020
    No comment
EWW
Erica W White
The webinar was very informative and presented to initiate thoughtful anticipation. It did run a little over.

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
Monday, November 30, 2020 | 09:30 AM EST View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Employment law landmines from recruiting to termination
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
QBO Running reports - Information, Analysis & Better Decision
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Corporate External Financial Reporting Decisions
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Section 199A Update
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
TAX PRACTITIONERS ETHICS (LATEST 2020)
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS: THE NEW YELLOW BOOK (LATEST FOR NON-PROFIT)
Monday, November 30, 2020 | 12:30 PM EST View Details/Register
Year-End Payroll Updates (Latest)
Monday, November 30, 2020 | 01:00 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Young CPA Accounting Practice Owners Senior Accountant Accounting Managers Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
Monday, November 30, 2020 | 09:30 AM EST View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Employment law landmines from recruiting to termination
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing
Monday, November 30, 2020 | 10:00 AM EST View Details/Register
QBO Running reports - Information, Analysis & Better Decision
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Corporate External Financial Reporting Decisions
Monday, November 30, 2020 | 08:00 AM PST View Details/Register
Section 199A Update
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
TAX PRACTITIONERS ETHICS (LATEST 2020)
Monday, November 30, 2020 | 11:00 AM EST View Details/Register
MERCHANT ACCOUNT NIGHTMARES: THE SHADY WORLD OF CREDIT CARD PROCESSING FEES
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD
Monday, November 30, 2020 | 12:00 PM EST View Details/Register
GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS: THE NEW YELLOW BOOK (LATEST FOR NON-PROFIT)
Monday, November 30, 2020 | 12:30 PM EST View Details/Register
Year-End Payroll Updates (Latest)
Monday, November 30, 2020 | 01:00 PM EST View Details/Register