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Building Your Optimum Client Accounting Workflow System

Date
December 9, 2014

No software program can do everything. This is part of the reason why the advent of cloud solutions and the growing trend of integration between applications and open source software development is so revolutionary. This session will provide tips on how to look for the appropriate add on solutions to augment your core solutions, suggestions to support successful implementation, and live examples using leading programs like Intacct and Bill.com.

Speakers

Speaker Image for Diane Salvatore
IAP Practice Development Manager, Intacct
Speaker Image for Kalil Merhib
Executive Vice President, Growth & Professional Services, CPA.com
Speaker Image for Victor Puchi
Partner, Director of Accounting Services, Eide Bailly LLP

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