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K2's 2023 Accounting Solutions Mid-Market WEBCAST

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Your Desk

1.0 Credits

Member Price $39.00

Non-Member Price $59.00

Overview

Many businesses are being held back by legacy solutions. The old way of doing things doesn’t work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor’s knowledge of the market to minimize your risk.

Highlights

Probable third-party solutions required. Accounting solutions for specific industries. Specific strategies to use in selecting a system. Guidance on preparatory steps and conversions.

Prerequisites

None.

Designed For

Accounting professionals who need to understand the changes and options in Mid-Market accounting software.

Objectives

List the top five products in the mid-market. Identify standard third-party solutions needed. Differentiate between a nice-to-have upgrade and a genuine business need. Create an implementation plan for your business.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

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.

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Non-Member Price $59.00

Member Price $39.00