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Course Description

Just like all the industries, technology has continued to make huge shift in the way accounting industry, accountants, and advisory. With the ever-evolving accounting industry, accountants and advisors are always seeking the best solutions for their clients. Often, they decide to switch to an accounting solution that is robust for their client's business needs. 

While making the switch, it is important that they bring across the historical data from the old software. Historical data helps in making comparative reports, checking the health of the business as compared to the previous years, and keeping the records intact for various government and non-government agencies. 

In this webinar, you will learn:

  • Why people migrate from one accounting platform to another.
  • How they can achieve an error-free migration.
  • How they can save time and cost, by doing it themselves.

Webinar Qualifies for

  • 1 CPE credit of Computer Software & Applications for all CPAs
  • 1 CPD credit (Verifiable) for Canadian CPAs
  • 1 CE credit of Computer Technology for Maryland Tax Preparers
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To recognize main reasons for people to migrate from one accounting platform to another
  • To identify key Parameters to keep in mind while deciding the destination accounting software
  • To recall how to decide whether you need a specialist or you can do it yourself
  • To recognize 3 types of data migration options
  • To identify Do It Yourself (DIY) Basic migration & Full transactional migration

About Presenter

Shanu Mehta

Founder, MMC Convert

ankit@mmcconvert.com

Ms. Shanu Mehta, is a Co-Founder of MMC Convert, a migration company with presence in the USA, UK, Australia, Singapore, Hongkong.

MMC Convert has migrated over 5000 SMEs from one accounting platform to another. 

MMC is an exclusive partner with Quickbooks Australia, Xero Asia, Freshbooks for their data migrations.

Shanu is also a visiting faculty in the prestigious business school in India called the Indian Institute of Management.

She has also founded an NGO called Arth Sangini, as she believes that the financial empowerment of women will truly drive their social empowerment. 

Under Arth Sangini, she conducts financial literacy workshops for women of low-income groups in various parts of the country.

She has been chosen as one of the Top 50 Women in Accounting global list curated by Practice Ignition recently.

She is a contributor in Entrepreneur.com and Times Now.

We are a team of Certified Chartered accountants well versed with QuickBooks, Sage PeachTree, Wave, Sage, AccountEdge, KashFlow, TAS, Myob, Sage Pastel, FreeAgent, Clearbooks, Reckon, Sage One and XERO. 

We are Xero Add-on Partners & convert your accounts from any Accounting Software to XERO in 72 hours. 

We do CONVERSION to XERO along with several level of hierarchial checks to ensure the accuracy of the data at the cheapest and the most affordable price

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
(51)
43%
31%
14%
8%
4%
  • RF
    Robert Field , CPA
    Oct 23rd 2020
    Amazing webinar and sucha short concise as well as specific to the problems associated with data migration, attend this session if you are not tech friendly and looking to learn the migration process for the first time.
YCA
Yoke Chen Abidog
It was a great session by Shanu, she was really interactive in the session with the attendees about helping us in various ways to migrate data from accounting software to online Quickbooks. Highly recommend this webinar to understand the things to keep in mind wi\hile migrating.
GW
Gregory Williams , MBA
Awesome presentation!
NA
Nenita Agulto , CPA, CPA
I would rate this training 5 star.
JO
James O'Brien , CPA, Attorney
Great program.
SL
Sean Ley , Bookkeeper
Understanding the nuances of the accounting softwares is very important if you are going to use the historical or past data into your brand new accounting software then the rules laid in this webinar is simply splendid to get a different view.

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
  • CPD Credits 1
  • Subject Area Computer Software and Applications
  • 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) Tax Firm Young CPA Entrepreneurial CPA Accounting Practice Owners Senior Accountant Accounts Director 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