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 June 2010
Inside this Issue
Even though summer hasn’t officially started, it sure feels like summer here in Pleasanton, CA. My summer travel season has begun so I’m spending more Next week (6/22/10) I will be co-presenting with Sleeter Group Consultant Shelly Robbins of The QuickSouce at the 2010 Advanced QuickBooks Training in Seattle, WA. Visit www.thequicksource.com for more information and to register. I will be visiting with many other QuickBooks Meet-ups and local accounting groups around the country this summer. I really enjoy seeing many of you face-to-face as well as learning and sharing what is new in the world of accounting technology. I’ve long been a proponent of using online technologies for your clients and for your practice. Web applications and services are changing the paradigm for how we provide accounting services. With this in mind, we are hitting the road in the next few months to offer our new one-day seminar Taking Your Clients Online: How to Transform Your Client Relationships Using Cloud Computing. I’m teaming up with Darren Root of RootWorks for this seminar tour and we’ll be coming to a city near you sometime soon. Thanks to the generosity of our five Seminar sponsors, including Method Integration, Bill.com, SmartVault, InsynQ, and Sage, we have just significantly lowered your cost to attend. I hope to see you there!
The end of this month marks the deadline for Early Bird registration pricing for our annual Conference. This year’s Conference is being held at Paris Las Vegas in Las Vegas, NV, November 8‑10 with an optional excursion event on November 11. This year’s Conference will have excellent keynote and breakout sessions full of NEW information to keep you at the top of your game in your practice, as well as ample networking opportunities where you can learn from each other. In addition to our educational tracks, we have a variety of fun networking activities planned, including two Conference receptions, the annual members’ banquet (and the optional excursion at Hoover Dam). Conference details may be found at our Conference Web site, and registration is open already. Be sure to take advantage of Early Bird pricing by registering by June 30. See you in Las Vegas, November 8-11!
As a sample of our Conference content, we’ve selected a session from the 2009 Conference. Doug Sleeter and Amy Vetter tackle some of the most difficult QuickBooks issues with QuickBooks Troubleshooting – Deep Dive and Industry Workarounds. Take a look! Early Bird pricing starts as low as $594. Up to 29 CPEs are available, and session content will be announced shortly. Register today!
Virtual Software In this article, Karen Siewert discusses the ins and outs of Virtual Software, including advantages and best practices. To read the full article, click the link below.
The Sleeter Group is coming to a city near you! We’re offering a new one-day program, Taking Your Clients Online: How to Transform Your Client Relationships Using Cloud Computing. In this in-depth seminar, you will learn how cloud computing and online technologies are changing the paradigm for the accounting services business. Details for these events may be found here. Taking Your Clients Online is designed for individuals and firms that want to increase their competency in serving their clients in the online world, and who want an in-depth day of learning of this one, all-important topic.
Doug will be presenting, along with Darren Root, CPA.CITP, President of RootWorks and Executive Editor of The CPA Technology Advisor. Registration is now open. Thanks to our generous sponsors Bill.com, CPAASP, Method, Sage and SmartVault, we are able to lower the price of this seminar to only $179 with Early Bird Discount, $129 for Sleeter Consultants. Earn 8 CPE. We’re looking forward to seeing you in your area!
We are about to release our new QuickBooks Complete 2010 textbook. This textbook offers more than just typical software instruction. It is packed with hands-on step-by-step Our textbook has the right length and content for a college or vocational training classroom. Appropriate for semester length classes, it’s an excellent choice for the college, adult education or vocational training environment. QuickBooks Complete 2010 includes vivid graphics and screen shots that explain how to do complex transactions in QuickBooks, making learning interesting and fun. Professors receive extensive support materials, including an Instructors Manual, PowerPoint slides, test banks, and solution files to all exercises. Professors may request sample copies for evaluation purposes. Instructors can request a free evaluation copy on our website. We will begin shipping July 1st.
Wonder Trial members receive:
You’ve already heard that The Sleeter Group Consultants Network is the nation’s premier membership organization supporting accounting software consultants. With over 600 members located throughout the U.S., Canada, and abroad, our members serve over 30,000 small businesses. Now you can try it for yourself! Click here to learn more or jump here to sign up for the free 45-day trial today!
Our Webinars have become the "graduate school" for QuickBooks and small business accounting technology. Our Webinar presenters are among the country’s leading experts in accounting software. All two-hour Webinars are $69 and offer 2 CPE credits. Sleeter Consultants receive a 20% discount. To receive the discount, members must log in to our Web site with their member credentials before registering. Featured Webina Workarounds and Special Accounting For Contractors Other Upcoming Webinars: Construction Accounting Using QuickBooks with Leslie Shiner For a complete schedule, including self-study and on-demand titles, visit www.sleeter.com/webinar.
Did you know that accounting software help is only a click away?
Every Question: Does anyone know if there is a way to permanently assign a class to a customer? I have a client who wants to track sales by state. I was thinking of using classes unless anyone has a better idea. Brian Mowbray responded: There was a recent thread where someone set up a custom field for "State." Not the ideal solution but I would reserve my classes for other things. Laura Dion chimed in: If you aren’t using Sales Reps, this would be the simplest. Betty Van Dyck added: I have used Customer Type for state identification. You can get revenue reports. This has worked satisfactorily for 1M per month client doing business in 50 states. Final Response: Excellent ideas. Thanks! I tried Customer Type and it worked perfectly. Total Response Time: Under 2 hours! The Sleeter Group Consultants Network is the nation’s premier accounting software consultants’ network. Sleeter Consultants provide expert financial accounting software consulting, add-on integration services, business process workflow consulting, outsourced bookkeeping services, and financial statement preparation. To locate one of our certified consultants, visit our Find a Consultant page. To learn more about becoming a consultant, visit our Become a Consultant page, or call our office at 888-484-5484 or +1-925-416-6300. Members of the Network receive discounts on our resource products and Webinars, as well as our annual Accounting Solutions Conference. Membership also includes a copy of the Consultant’s Reference Guide. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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and more time around the country. Sherrill, David and I just returned from the California Business and Accounting Show in Los Angeles where I spoke to over 200 accountants about online technologies.
enhances time and expense data entry for QuickBooks and Peachtree off-the-shelf products, providing additional security and controls needed to eliminate data entry errors. Employees can easily enter data online, ensuring accurate, approved data in your accounting software and/or payroll processor, delivering optimal results with minimal training.
day, members of the