MYCPE ONE

QuickBooks App Fest

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Conference Overview

For years, the Accounting and Auditing industry has been a little behind the curve when it comes to adopting new technologies. Most of the operations are executed within the office and using limited devices. Because of the exponential rise in technology, firms are not left with many options and face an important decision: adopt new technology or be left behind.

When you’re running a business, every minute of your day counts. That’s why having software that makes the accounting part of the job easier and faster is crucial. 

QuickBooks is one of the best accounting software that helps SMEs and enterprises manage their finances effectively and seamlessly. It is available to millions of customers because of its suite of abilities to track income and expenses, manage invoices and payments, and more. Despite its many features, customers still want integrations with other tools they use through the QuickBooks app marketplace. 

Through this marketplace, you can integrate information from apps, your business uses to make business accounting with QuickBooks even more of a breeze. Some of its advantages are listed below:

  • Automate data entry so you can spend less time crunching numbers and more time with your clients.
  • Using apps with industry-specific interfaces allows clients to interact primarily with the app, which makes it easier for you to manage the books on the back end.
  • More reliable data capture and enhanced reporting allow you to see trends and offer even better advice.

With such a robust and flexible product, it’s no wonder that QuickBooks Online is a top choice for many entrepreneurs and business owners. The software’s innovative advancements have given businesses some major advantages that stretch beyond simply invoicing, pulling up reports, and tracking expenses.

Join this online CPE virtual conference to explore different QuickBooks Apps that can help your business to grow at a rapid speed.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2.5 Accounting
CPA (US) 1 Computer Software and Applications
CPA (US) 0.5 Taxes
CPA (US) 1.5 Information Technology
Accountant/Bookkeeper/Tax Professionals 2.5 All
EA 0.5 All
AFSP 0.5 All
CPA in Canada 2 All
CIA 4.5 All
CFE 3 All
CRTP 1.5 All
CMA 4.5 All
CPA/ABV 2 All
CVA 3.5 All
CPA/CFF 1 All
CFA 2 All
CGFM 3 All
ORTP 0.5 All
ChFC 1 All
CPA/CITP 1 All
Maryland Tax Preparer 2 All
IAP 3.5 All
ACCA 2 All
CWS 3 All
CA - ICAEW 2.5 All
CFIRS 3 All
FPAC 3 All
QIAL 3.5 All
CBA/MCBA 3.5 All
CIPM 2 All
CA - Scotland 2 All
CA - Ireland 2 All
CPA - Ireland 2 All

Sessions

Aug 12th, 2022

Speakers:
Speaker Name
Mike Roberts

Strategy and Business Development
AssetAccountant

Most often than not, keeping track of daily accounting and managing books of accounts overwhelms entrepreneurs. In such a scenario, it makes business sense for a business owner to deploy accounting software.

QuickBooks Online (QBO) is accounting software that puts you in control of your finances, your time, and your business.

In this session, QuickBooks Online partner Asset Accountant will review how to manage aspects of accounting for your assets and leases (including Right-of-Use assets) with a combination of QuickBooks Online and Asset Accountant.

Some of the key benefits of implementing Asset Accountant with QuickBooks include-

  • It takes away the pain of maintaining a fixed asset register and posting lease journals.
  • Its sophisticated treatment of Accounting and Tax Rules gives you confidence that your depreciation calculations are right every time.
  • Its intuitive interface minimizes the time you spend maintaining your asset register so that you can focus on your core business.
  • And our seamless QuickBooks Online integration eliminates the need for manual journalling and allows you to post directly to your company account.

Major topics covered in this session are listed below:

  • Adding and disposing of assets and leases
  • Refinancing leases
  • Managing the integration with QuickBooks for one-click journal posting

This CPE virtual event on QuickBooks is designed to help you with the accounting aspects of Lease using QuickBooks and Asset Accountant.

Learning Objectives

  • To know the best way of managing your clients' assets and leases with Asset Accountant and QuickBooks Online.
  • To be able to address the reporting requirements of ASC842 concerning right-of-use assets

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Alicia Pollock

Advisor
Royalwise Solutions

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One of the hallmarks of QuickBooks Online is that it’s not meant to be all things to all people. Instead of bloatware with features you never use, QBO is designed to be a central hub, and then you plug in third-party apps to create a customized solution for your business. Intuit’s apps.com has hundreds of independent apps that integrate with QBO. How do you pick which one is right for you, and how do you approach the implementation? In this session, Alicia will turn this daunting task into a manageable step-by-step process.


Learning Objectives

  • Discover productivity apps
  • Use presentation tools
  • Get digital business cards

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Alex Keselman

Product Expert
ApprovalMax

For small and mid-sized businesses, the process of data capturing to bill approval has been a no-option manual-machine hybrid process with an accountant and considerable investment in the resources. With major changes in operations the world over, this can be hassle-free and simple without sacrificing financial control for accounts payable.

To resolve those issues, we have a way to introduce proper financial controls for accounts payable and eliminate manual data entry and the complexity of getting proper authorizations. Leading pre-accounting tool Dext Prepare and leading approval automation tool ApprovalMax have teamed up to provide an end-to-end process automation solution for QuickBooks Online.

Some of the key benefits of implementing Bill Automation Tech Stack include -

  • Easy data capture, 
  • Granular bill approvals, 
  • Automated notifications, 
  • Automated audit reports, 

In this session, we’ll look at the end-to-end process, starting from data capture and ending with a properly authorized bill pushed to QuickBooks Online ready for payment. You’ll learn how the Dext Prepare to ApprovalMax integration ensures end-to-end bill automation and understanding of the data flow. The 1 CPE Session will feature a live demo led by Alex Keselman, Product Expert and Solutions Engineer at ApprovalMax.

You will also learn all about ApprovalMax features transforming the approval process: multi-role multi-level approvals, automated notifications, audit reports, exception handling, and the possibility to approve from anywhere using the web app, mobile app, or email.

Learning Objectives

  • To explore the power of introducing financial controls for accounts payable with ApprovalMax
  • To learn the features of ApprovalMax which can transfer the approval process 
  • To discuss the fit of the integration of Dext Prepare and ApprovalMax with QuickBooks for Accountants and Businesses

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

12:00 PM - 12:30 PM EDT

Break

Speakers:
Speaker Name
Jason Dinesen

President
Dinesen Tax & Accounting, P.C.

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No matter whether a company is big or small, every business incurs costs and expenses that may reduce the business's taxable income. Sometimes, employees — not just employers — are the ones who incur business expenses. That’s where expense reimbursement comes in.

Most businesses reimburse such expenses, but are business expense reimbursements taxable income to the employee? These expenses do not have to be included in an employee's wages if the business has an “accountable” plan.

Join this fast-moving 30-minute CPE session it will cover how to treat reimbursements to employees and contractors for tax purposes.

Key topics that will be covered in this online CPE session:

  • Reimbursements under an accountable plan that are not taxable and reimbursements under a non-accountable plan are taxable
  • A distinction that will determine how a business should record the reimbursement on its books and tax return
  • How business should report to the employee or contractor on Form W-2 or Form 1099

Learning Objectives

  • To define accountable plans versus non-accountable plans and why they are important
  • To review the W-2 treatment of reimbursements to employees
  • To discuss 1099 treatment of reimbursements to contractors

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Alicia Pollock

Advisor
Royalwise Solutions

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Spending all your time on your computer can be a blessing or a curse. Does technology save you time, or are you wasting time making it all work? In this session, Alicia will discuss her favorite computer utilities that streamline her workflow so she can get more done more quickly. We’ll look at clipboards, windows management, presentation tools, and other behind-the-scenes productivity apps that make working easier.


Learning Objectives

  • Discover productivity apps
  • Use presentation tools
  • Get digital business cards

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Brad Adams

Chief Executive Officer (CEO)
Qvinci Software

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Keeping Your Clients Profitable Through a Volatile Economy

With inflationary pressures mounting and recessionary clouds looming, accountants and bookkeepers must prepare to advise their clients on how to effectively weather the approaching storms. As the old saying goes, “Hope for the best, but prepare for the worst.”

Learn how to help your clients more accurately predict if/when inflationary or recessionary pressures are impacting their bottom line, if/when additional funding may be required, or if/which costs need to be trimmed or cut before the crisis obliterates their bottom line. Be the Trusted Advisor who helps your clients understand their past, grade their present, and forecast their future by:

  • Creating a virtually unlimited number of What If forecasts to show the ongoing granular impact of the present inflationary crisis (or any other future recessionary scenarios) on your client’s income, expenses, profitability, and cash over time.
  • Adopting easy-to-implement, collaborative tools that quickly create KPIs and forward-looking scenarios tuned to each client’s chart of accounts that show your clients where to focus their attention.
  • Providing these easy-to-use models to the client so they can make modest changes now which result in a likely reality going forward before it’s too late.
  • Quickly updating the models each month, providing actual vs “what if” results to the client showing how well they are managing expected changes that drive desired results.

Next, simply press a ‘green button’ and gain immediate access to your client’s KPIs, top 10 expenses month over month and quarter over quarter, total and net income year over year by month, and income forecast based on past performance.

An Advisory Portal (client wellness dashboard) and KPI Scorecard round out the tools you can use as your clients’ Trusted Advisor to help them safely navigate inflationary and recessionary whirlwinds. The Advisory Portal and KPI Scorecard use color-coded predictive analytics to show performance trending (GREEN = Favorable / RED = Unfavorable) and present clients’/entities’ summary movement of Profit & Loss and Balance Sheet data over time (dynamic). 

Actionable financial insights everyone understands = GREEN means you’re good and RED means “Uh oh, we need to talk!”


The presenter, Brad Adams, President / CEO / Chairman of Qvinci, and an expert in growth, cash flow, and financial forecasting strategies, will introduce you to some game-changing tools to take your advisory services to the next level by:


  • Understanding Your Client’s Past.  Enhanced drill-down capabilities provide the flexibility to not only define the most critical client metrics to monitor, but also have those metrics at your fingertips.
  • Grading Your Client’s Present. The KPI Ratio, Expense, Income, and Forecasting Package will help you advise your clients by providing clear insight into their current financial positioning. 
  • Forecasting your Client’s Future. The What If? Cashflow and Forecasting Optimizer tool will help you walk your clients through their next 12 months to define their most likely reality in the face of volatile inflationary and recessionary pressures and make critical decisions before it’s too late.
  • Learning How to Market Your Advisory Services.  Learn how to take these powerful tools to market and drive advisory services to your firm from existing and new clients.

If You Don’t Provide Your Clients with Advisory Services, Another Accountant Will!

Learning Objectives

  • How to use the right technologies to advise your clients to more accurately understand their past, grade their present, and forecast their future, all of which are paramount in light of the current inflationary pressures and looming recession.
  • How to easily drill down through four layers of increasingly granular financial data in a matter of seconds to advise your clients more effectively.
  • How financial insights and business intelligence that color-code key performance indicators (GREEN = Favorable / RED = Unfavorable) save tons of time — so simple that anyone can understand — and are proven to generate substantial, highly profitable client advisory engagements.
  • How to use technology to motivate clients to reach out to you – their Trusted Advisor – for corrective advice before their problems get too serious.
  • How to use technology to monitor client corrective progress and to motivate you – their Trusted Advisor – to proactively reach out to clients who need your help.
  • Learn how to market your technology-based advisory services to prospective and existing clients.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

2:30 PM - 3:00 PM EDT

Break

Speakers:
Speaker Name
Brandon Bruce

Co-Founder & CEO
Uncat

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When you see an entry on the Invoice Payments Report show as "uncategorized", it means that the line items were aggregated on this bill. The line items lose the distinction between being a Time or Expense entry which makes the Activity type "uncategorized" instead of being a Service or Expense.

Uncategorized transactions, by definition, are hard to pin down. For this reason, we see the bulk of uncategorized transactions coming from places that sell a wide variety of things. Where stores like a florist or a mechanic may be more self-explanatory, the most common vendors for uncategorized transactions offer products or services that are ambiguous; think of all of the things you could buy with $300 on Amazon—and all of the reasons you would need those things. It can quickly get confusing to keep up with, for both bookkeepers and their clients, which is where Uncat comes in to help save the day.

Want to save time and streamline the process of your uncategorized transaction?

Join Uncat.

Built by accountants and bookkeepers, Uncat makes it easy to resolve uncategorized transactions with your clients. It gets information about uncategorized transactions back from clients faster and synced with your accounting software. Clients simply click a Magic Link to add descriptions and attachments to uncategorized transactions. Clients don’t need to install any apps or even remember a password. Uncat is probably the easiest app you and your clients will ever use.

In this online CPE session, we will review various methodologies for categorizing uncategorized transactions using Uncat. We will discuss how to streamline the process of your uncategorized transaction.

Learning Objectives

  • To explain what is uncategorized transactions.
  • To identify methodologies for categorizing uncategorized transactions using Uncat.
  • To discuss how to delight your clients with a Magic Link and automatic notifications.
  • To explain how to update transactions across all your clients from one screen.
  • To explore how to customize sync settings and notifications for any client.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Jon Melloy

Head of Growth
MYCPE ONE

Don’t let Cyber-Crime Slow Your Business Down. Cyber security is not just an IT issue. It’s a business issue.

Cybercrime is on the rise, and tax and accounting firms are a prime target for cybercriminals because of the sensitive data they are privy to. Cyber security isn't simply a matter of setting up an antivirus for team members. It requires a holistic approach to mitigate the risks of cybercrime that accounting firms face every day.

This session is designed to familiarize participants with the Practice Protect platform and how its accountant-specific features for cyber security work for its clients.

Some of the topics that will be covered:

  • How Practice Protect, the accountant-specific cyber security platform, is the choice for today's accounting firms
  • How holistic cyber security works to mitigate cyber risk for accounting firms
  • How Practice Protect secures data with technology, team training, and compliance.

Tune in for this engaging CPE session as Rush Tech CEO Andrew Lassise discusses commonly overlooked security situations that could cost you a lot of time and money.

Learning Objectives

  • To study the most common ways in how accounting firms get breached
  • To analyze how the Practice Protect Access Hub secures cloud apps for accounting firms
  • Discuss the Practice Protect Advisory Hub & the Practice Protect University makes cyber security training easy for your employees and provide world-class support
  • To review how the Practice Protect Compliance Hub ensures compliance for CPAs

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Top Tax Speaker | Jason Dinesen
Jason Dinesen

President
Dinesen Tax & Accounting, P.C.

Aug 12th, 2022

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Alicia Pollock, MAT
Alicia Pollock

Advisor
Royalwise Solutions

Aug 12th, 2022

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Brandon Bruce
Brandon Bruce

Co-Founder & CEO
Uncat

Aug 12th, 2022

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Brad Adams
Brad Adams

Chief Executive Officer (CEO)
Qvinci Software

Aug 12th, 2022

View More
Alex Keselman
Alex Keselman

Product Expert
ApprovalMax

Aug 12th, 2022

View More
Mike Roberts
Mike Roberts

Strategy and Business Development
AssetAccountant

Aug 12th, 2022

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Jon Melloy
Jon Melloy

Head of Growth
MYCPE ONE

Aug 12th, 2022

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Reviews and Ratings

out of 5

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JS

John Strom, Owner
4 ratingratingratingratingrating

More time should have been spent on various topics

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com