A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third party add-ons. This session will provide guidance on some of the best add-ons in the market. If you have needs that are not met with your current solution, you may not need to change your base solution. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
Overview of third part add-on solutions. Review add-ons for both traditional desktop and SaaS small business products. Shortfalls of specific add-on solutions. Strengths and weaknesses of various solutions. Broad range of needs covered.
Business professionals seeking to solve accounting and financial reporting needs of small businesses not otherwise addressed in existing applications and workflows.
List the three common needs for add-on products in the small business market. Identify shortfalls in common add-on solutions. Differentiate between products based on business needs. Create an add-on strategy for your business.
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Brian Tankersley, CPA, K2 Enterprises, LLC
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Tankersley has been recognized annually as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011-2014 by Cygnus Business Media. Tankersley is also one of the principal authors of the 2015 Accounting Firm Operations and Technology Survey, which included over 500 US accounting firms. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). Tankersley also holds numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.
Non-Member Price $113.00
Member Price $98.00