Seminars

We have numerous presentations ready ranging from 1-8 hours in length. We can also customize the material to best meet your needs.

Overview

Industries and Business Groups

Popular Talks

How we begin

Overview

A wide range of presentations on topics relating to QuickBooks® Accounting Software and small business management are available. Each can be tailored to suit any size group, from small gatherings to large conferences.

Some of talks and presentations are specifically geared towards certain industries and business groups. Learn more about the types of organizations that can benefit from a presentation.

All presentations topics can be custom tailored to your needs, whether you're looking for a one-hour talk or a multiple-day seminar.

For a listing of upcoming public seminars, click here.

Other presenter information available and can be provided as needed.

“. . . on behalf of [the] San Francisco Chapter of the California Society of Certified Public Accountants and myself, I want to thank you for having participated in the recent CPA Extravaganza.  Your presentation was instrumental in making the event a success.”  Jared J Hein, CPA, San Francisco, CA

Below is a listing of some of the industry and business groups that can benefit from the presentations:

As the bookkeeping and accounting industry continues to evolve, it is increasingly important for those who work in it to keep pace with the changes. By offering information which can be immediately put to use to increase the profitability of small businesses and providing tools to make the process efficient it is a win-win situation for professional and client alike. Continuing Professional Education credits are available for many states.

Perceived value is important in these extremely competitive times. Improve client and staff relationships by sponsoring a seminar, or use the presentation as a marketing tool for potential clients. Either way valuable information is presented to make a difference in the business of both the professional and client.

Small business owners need support, and they appreciate those who provide it. Many organizations claim to have made a commitment to small businesses yet don't back it up with actions. This is the perfect way to show your commitment by sponsoring a seminar packed with real world tips and tricks that will help make the small business owner's life easier and the business more profitable!

Some of the popular talks we've given include:

QuickBooks has taken the country by storm! With over 2.5 million customers Intuit continues increasing market share with new products and services. Learn tips and tricks that can make this software package work for you! The topics included can be custom tailored to your specific needs.

Most business owners start their business because they love what they do, but somewhere along the line the novelty wears off and it becomes work. Learn to rekindle the passion by remembering why you started the business in the first place.

Managing your resources is essential in this age of information overload. In this presentation we look at the business as a whole, seeing how it works together so we can discover what resources will aid in the process. What help do you need to make those changes? How do you accept it? Learn what goes into making a business successful.

Learn to move beyond simply entering data into an accounting software package and discover how you can use it, along with other tools, to dramatically increase the success of your business.

How to begin

To begin we suggest you complete the contact us form with your contact information and a brief description of how we can best help you. We will then contact you to confirm we can assist you with your needs including which member of our team is the best match for you and their qualifications. At that point, we will e-mail you a speaking engagement letter that confirms the services you have asked our firm to perform and the terms under which we have agreed to do that work. Once we receive the signed engagement letter and required deposit, we will hold the date for your event.