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Quickbooks desktop pro 2017 office & business development. Quickbooks Learn & Support Online | QBO.Support |
- Quickbooks desktop pro 2017 office & business development
Works only with expense receipts, not inventory item receipts. User licenses: Each unique user requires a license. Each license sold separately. All copies of QuickBooks must be the same version-year. Licenses are available in single-user increments from 1 to 10 users.
Diamond can support up to 40 users. Fees apply. Working in two company files at once: Some functionality may be limited when running two files at once. Membership in Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise. Eligibility criteria may apply to certain products.
When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.
Intuit reserves the right to change these hours without notice. QuickBooks Online Advanced requires a persistent internet connection a high-speed connection is recommended and a computer with a supported Internet browser or a mobile phone with a supported operating system see System Requirements. Network fees may apply. Subscriptions will be charged to your credit card through your account. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser.
QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Product registration required. Allows up to 10 active custom fields, available in Sales forms and Purchase Orders only. Accept credit card payments right in QuickBooks : QuickBooks Payments account subject to eligibility criteria, credit and application approval.
Access to features above may require download of the latest QuickBooks update. The e-Invoicing feature is included with QuickBooks Payments, which is an optional fee-based service. For next day deposits , credit card payments processed before PM PT usually arrive at your bank the next business day excluding weekends and holidays. Deposit times may vary for other payment methods, third party delays or risk reviews. Instant Deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria and daily maximum limit.
A debit card is required to set up. Payments are sent to the bank account linked to an eligible debit card usually up to 30 minutes. You can request available funds 24 hours a day, 7 days a week. To get your money on the same day, payments must be received in your QuickBooks account before 3 PM PT on a banking business day and instant deposit requests must be made before 3 PM PT.
If payment is received after 3 PM PT, funds will be available for instant deposit request until 3 PM the following banking business day.
Otherwise, payments will be processed at the normal speed. Deposit timing may vary for third party delays. Terms, conditions, features, service and support options are subject to change without notice. Standard Enhanced Payroll subscription fees apply when adding to Enterprise Silver.
Enhanced Payroll included in Enterprise Gold or Platinum does charge additional monthly per employee fees, additional fees may apply when paying contractors by direct deposit. Enhanced Payroll does not limit the number of payrolls scheduled per month. Check stock sold separately. Plus sales tax where applicable. QuickBooks Desktop Payroll requires a supported version of QuickBooks Desktop Enterprise updated to the most current maintenance release.
QuickBooks Desktop Enterprise supports over , employees, customers, vendors and other names combined. However, performance may slow when processing files containing more than employees.
QuickBooks Time Elite time tracking: time tracking is included in the base subscription for Enterprise Diamond. Per-employee monthly fees apply. GPS points can be pulled at clock in and clock out, opening the app, switching job codes, and while on the clock.
GPS points are not stored when employees are on a break, clocked out, or signed out of the app. The Salesforce CRM connector subscription supports one company file per subscription; limited to one subscription purchased from Intuit. Your account on file will automatically be charged the then current list price on a monthly basis, starting at sign up, until you cancel. Various setup packages are available. Pricing varies depending on the setup package chosen. For setup pricing, to purchase additional subscriptions, or for general DBSync billing questions, call or email support-intuit mydbsync.
Data can be imported from all versions of QuickBooks Desktop. Microsoft products sold separately. Synchronization with Outlook is also possible with Contact Sync for Outlook bit downloadable for free here. Sage 50 formerly Peachtree data conversion: The data conversion tool works for Peachtree versions and above.
For more details, click here. Your results may vary. A fraction of the cost of other solutions: Comparison based on pricing of QuickBooks Desktop Enterprise vs. QuickBooks Desktop Enterprise offers many advanced features, such as advanced inventory and reporting. Other advanced features, such as CRM and Human Resource Management, are offered through third party partners for an additional fee.
QuickBooks Desktop Enterprise does not offer international company capabilities. Pricing models vary across all solutions depending on the individual business needs.
Click here to read the Minimum technical requirements and system requirements. Call Sales: Terms and conditions, features, support, pricing, and service options subject to change without notice. Limited time offer. Buy now. For Sales: Sales hours:. Sign in. QuickBooks Online. QuickBooks Self-Employed. QuickBooks ProAdvisor Program. QuickBooks Online Accountant. QuickBooks Desktop Account. QuickBooks Online Payroll. QuickBooks Payments. QuickBooks Time. QuickBooks Commerce. Other Intuit Services.
QuickBooks Enterprise. Buy online. QuickBooks Enterprise Features. See all features. Advanced Inventory. Advanced Pricing. Advanced Reporting. Field Service Management. Order Management. Job Costing. Cloud Access. New in Technical Specs. Cloud Access Pricing. Industry Solutions. Professional Services. Why Enterprise? Already using QuickBooks. Comparison Charts. In-Depth Guides. New to QuickBooks?
Switch to Enterprise. Customer Testimonials. Compare to NetSuite. Enterprise as an ERP. Enterprise Diamond. QuickBooks Enterprise can handle it with an all-in-one solution built to manage your business and your bottom line.
To learn more, call Interested in hosting your QuickBooks? Consider hosting packages. Previous Overview. Industry solutions. Access anywhere. Powerful reporting. Customize user permissions. Pay employees. Job costing. Manage inventory.
Take payments. Automate pricing. Manage field workers. Mobile time tracking. Priority Circle. Manage more of your business with Enterprise. The all-in-one solution for business management Specialized editions for your business.
QuickBooks Enterprise with cloud access Gain deep business insights. Put the right information in the right hands. Manage access with custom user permissions Fast, easy payroll done inside QuickBooks. Stay on top of job costs. Advanced Inventory Get paid and automatically update your books. Control and customize your pricing. Advanced Pricing Connect your office and field staff.
Customize and expand with a robust ecosystem. Priority Circle overview Enterprise Diamond: More integration, more automation, more productivity. Originally a software developer in the hedgefund space, he quit his job and started the company to automate data entry for accountants and bookkeepers. Plus, it tracks phone calls and text messages from your smartphone too — so that you can get paid for your mobile time, too. Brett Cooper has more than 20 years of experience as a business consultant and nearly 35 years of experience in the CPA profession.
Get real with Neal! Brett Neal is a Profit First Professional who enjoys helping home services companies. From Clovis, California, Brett uses his certified public accounting license to engage business owners in better accounting, strategic cash flow management, business growth and income tax preparation.
Brian Swanson is a Principal with Flashpoint Marketing, a marketing and lead generation company focused on serving the accounting industry. He has over 14 years' experience in marketing, business development and lead generation for various CPA firms across the United States. Brian F. Tankersley, CPA.
He has made presentations for 46 state CPA societies, as well as similar organizations across Canada, and has been named five times as a Top Thought Leader in Accounting Technology.
He is also one of the authors of the Accounting Firm Operations and Technology Survey, an annual research survey of hundreds of U. Brian blogs at www. His first business was in the sports world, where he developed from scratch a nationally recognized youth basketball academy that produced college players and an eventual NBA draft pick. He is big on the fundamentals, and sees his accounting and business expertise as "coaching" small business owners.
His favorite sport now is playing pickleball competitively. When he's not working, you can usually find him playing hockey, baking vegan treats and watching Game of Thrones. You can follow him on Twitter at IntuitBry. He distinguishes himself from the competition as simply a CPA who answers the phone whenever possible, and an accountant who embraces technology to provide a secure, paperless, virtual accountant experience for taxpayers who desire an efficient professional tax preparation process.
He provides services, such as profit enhancement, turnaround, process mapping and improvement, retreat facilitation, Birkman Method consulting, forecasting and budgeting procedures, strategic planning and execution, and due diligence for business acquisitions. Byron can be reached at or bhebert pkftexas. Once a public practicing CPA, Byron now participates in the industry as a national speakerthought leader on technology topics impacting the accounting industry.
Candy Messer energizes business owners by removing the burden of the bookkeeping and payroll processing from their shoulders. With 17 years of experience, Candy understands the stresses business owners face and offers customized services to meet their varying needs.
Visit her website at www. She works with business owners especially non-profits to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them to be more successful - from value pricing and process development to the apps that support their systems. Carl meets with small firms to understand their issues, and represents these firms from an advocacy and firm development perspective.
He serves as the voice of small firms within the AICPA on standard setting, regulatory, and small business issues, and is responsible for ensuring AICPA initiatives continue to meet the needs of small firms. Carl has been identified as one of the Top Influential People in Accounting by Accounting Today, through CBG recently acquired schoolofbookkeeping. The company is being rebranded as a QuickBooks companion and re-launching in For more information, visit our website.
He worked on the QuickBooks Desktop release. In his spare time, he lives in Oakland and stays busy spoiling his dog, Friday. Since , MBS Accountancy has been helping business leaders make prudent decisions that are based on a blend of clear financial reporting, accurate bookkeeping, and insightful tax planning strategies.
She guides her various teams to fall in love with identifying and solving customer problems to fuel business growth for the 4.
Iconis has brought her experience in big business finance to the small business owner. Her goal is to connect small businesses to their numbers using the best in class technology, including QuickBooks Online. Charles Costa is a writer and marketing analyst for Fit Small Business and other publications.
He focuses on helping companies grow, one word at a time. His areas of expertise include software, hardware, biotech, finance and general technology. You can learn more about him at CharlesCosta. Over the years I have been fortunate to work with major corporations, as well as small and mid sized firms. We have steadily grown over the past five years and in we are going to begin offering Virtual Controller and CFO services.
Cheryl Manmohan is the Training Program Manager responsible for accountant and bookkeeper training and certifications in Canada. Cheryl McElrath is an Executive Partner Sales and Alliances Manager with over 15 years of successful leadership and sales management in the Technology industry. She is recognized as a Channel expert in the industry and sought out as a trusted business advisor by business partners and leading technology companies across North America.
Her real passion is working with business partners and helping them grow their business. Farmand has 15 years of tax and accounting experience with the last five dedicated to the brewing industry. Compliance is our baseline, growth is our focus. Chris can be reached at chris sbstandard. Chris Fudge is a business unit leader for Intuit Canada, where he leads marketing and sales in support o the Accountant Channel in Canada.
Chris provides consultation and recommendations to clients across a wide variety of industries for improving business processes, company analytics and reporting, and software and technology optimization.
Highly respected for his expertise, Chris performs advanced analysis of client business operations, identifying areas of need and implementing technology solutions. An Advanced QuickBooks ProAdvisor and SalesForce Partner Administrator, he works with clients to identify and implement packaged software solutions for improving the overall efficiency of business operations.
Chris is a true Project Champion, working with clients to oversee data migration, system configuration, workflow improvements, enhanced reporting and training. Focusing on his software expertise, Chris provides project management and strategic business analysis to clients of Miles Technologies. He has worked at Intuit for 16 years, and currently manages Intuit's global small business communications team. He and his team are responsible for generating awareness and demand for the QuickBooks and accountant ecosystem of solutions, currently used by 1.
Chris brings more than 18 years of sales, marketing and business development experience to CoralTree and has been integral in the successful growth of their flagship product, Qbox. To Learn More Visit www. Prior to beginning his career with Prix Fixe Accounting, Chris spent most of his life in the hospitality industry, working his way up the ranks in restaurants focusing on local sourcing and sustainability. After years of working in restaurants, he realized that the industry was in the stone-age compared to others, and there was an opportunity to better serve the places he loved by doing more than working on the line.
Chris' brings a strong systems-focused perspective to each relationship, and is driven to reduce data entry, and increase efficiency in client workflows. He has been training small business owners for more than 25 years on how to improve their business operations.
Chris works with a wide variety of businesses, from agriculture to manufacturing. Christiane Hile, JD, applies more than 15 years of fintech marketing expertise to helping tax professionals grow and adapt to marketplace changes. Christopher Ragain is managing director of Ragain Financial Inc. Since , Integrated CPA Group has grown from a small, one-office operation to a multi-state firm servicing well over 3, clients. Before , she worked in private accounting, specializing in the taxation of rental income and tax planning for small business owners.
Her primary areas of expertise include real estate transactions and the taxation of legal cannabis businesses. Chuck has advised a wide variety of individuals, families, retail stores, service businesses and manufacturing operations concerning tax, retirement, estate, financial and accounting matters. Cindy Schroeder is founder of Bright Bookkeeping and Bookkeeping Buds, a community for women who own a firm. Cindy has many certifications and licenses to add to her name from decades of working in a variety of accounting environments, but her true passion is in helping clients understand and appreciate the power of information.
When Cindy is not working, she loves all things Disney, warm weather, and spending time with her family. After years of trying to find the best solution for his employees to track time from the field, Cliff and his brother, Joe, started ClockShark with a vision of simplicity. ClockShark was designed to be so intuitive that even non-technical people could use it with no training. Connie started her first business at the age of 22, and her many years of business and management experience gives her a different prospective than your average Bookkeeper.
She recently celebrated 19 years for her company, 'Complete Bookkeeping Solutions,' where she has built up a strong consulting and bookkeeping practice.
She strives to find better and more efficient ways to take care of everyday tasks and share her knowledge with others. Dale Vink is a co-founder of Quotient, an online quoting and proposal software that was borne out of their web design and development agency.
Dan DeLong, founder of Danwidth, is a born troubleshooter and problem-solver. His vision is to bring all of his life's work experiences into one endeavor to give you the available time to transfer your business through technology enabling you to do what you love. Toronto-based accountant, writer and a tax analyst with Intuit Canada. Tax commentary, public accounting, business advisory and a former economist. He has been service accounting professionals for eight years, and lead the accountant education team for four years.
Danielle Ferris is a senior communications manager with Intuit's Accountant Segment. You can follow her on Twitter danielleferris. She has a BA in English literature and has spent her career writing and editing marketing materials for small businesses. She recently started an editorial consulting company. Since , Dan has worked with clients to obtain their goals, dreams, and develop strategies to make their business better.
Dan has been instrumental in keeping Ignite Spot at the forefront of technology and business processes. Darren Root, CPA. His real-world experience and innovative ideas incite clarity and excitement among Rootworks members as they work to build their own modern, highly profitable, and technologically savvy firms.
Dave Venard, EA, is president of Bayview Services Group, Inc, which has evolved from a brick-and-mortar practice to a virtual practice over the past five years. With more than 38 years of experience, Venard offers bookkeeping, payroll, and income tax preparation and representation services — all cloud-based — with a focus on servicing small- to medium-sized businesses and individuals.
Dave has been working in the world of bookkeeping for more than a decade, first as the founder of The Kersting Group, and now as the founder and CEO of Capovario. His mission is to bring new life and energy to the types of business services people typically hate and avoid, including bookkeeping, accounting, insurance, finance, employee benefits, marketing, and more. Dave and the Capovario team work tirelessly to help business owners work on the parts of their business they love while his team handles the rest.
In , Accounting Today listed him as one of their Top Most Influential People within the accounting profession. He blogs on technology and new ideas in the global information industry, and has a popular Twitter following. He helps CPA's understand the true power of cloud accounting services that allows them to become strategic advisors to their clients and increase their revenues and niche specialties.
David Leary is a small business ecosystem evangelist at Intuit, and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise has helped bridge the gap between developers, small business owners and accountants. Contact David FuseFinancialPartners. David Glantz co-founded Business Cents more than 18years ago and is recognized today as one of the leading consultants in implementing business systems, from accounting and POS, to inventory management and data migration.
He has also raised four children, and is the loving grandfather of two adorable girls and one charming little chap Dawn W. Brolin, CPA, CFE is founder of Team Brolin and author of "The Designated Motivator," a practical guide for individuals who have the passion for engaging, encouraging, and empowering others to reach their full potential in business and their personal lives. She has assisted Quickbooks users since , and is an implementor, developer, speaker, and author.
Deanna is passionate about HR and Training, strengthening client relationships and recruiting new clients for our communities and services. Balanced Books has three employees. Debbie has been in the bookkeeping business for more than 40 years. She teaches QuickBooks at the local college. Balanced Books offers company wide training of QuickBooks for your business. Debbie believes that accounting can change lives; when you know your numbers, you change your future.
She's been working in accounting since a little girl. In the evenings, her dad prepared tax returns. When other fathers were throwing baseballs to their kids, Debbie's dad was teaching her what goes on a Schedule A! In her spare time, she plays the violin and is concertmaster of the Volusia Community Symphony. Debbie and Hal live in Port Orange, Fla. Dene Paquin is the marketing manager at Enkel Backoffice Solutions , a Vancouver-based accounting firm that provides day-to-day bookkeeping services for small- and medium-sized businesses.
Enkel strives to provide fellow entrepreneurs with a better system for managing their bookkeeping, cash flow and financial data, so they can focus on growing their business. Derek Miller is a digital marketing consultant and experienced copywriter. In addition to professional experience in content marketing, SEO, social media, email marketing and web design, he also frequently writes for Entrepreneur, Microsoft SMB Blog and Score.
Dhiraj Nallapaneni is a product marketing writer at BirdEye. He creates content around how businesses can deliver fantastic customer experiences. She is a business coach who champions her clients to succeed, and a networking titan who has built a firm through relationships.
Diana has 30 years' experience in bookkeeping, tax, government auditing and fraud investigations. Department of Health and Human Services, and the U. Department of Labor.
Diana Mackie is a writer and a believer in The American Dream: small business. Diana helps small businesses stay up to date on the latest news, best practices, and most importantly, the top digital tools to increase efficiency and productivity. She also writes for Funding Gates, a company that produces an Accounts Receivables software that does just that. Check out their blog for daily advice and tools, just for small businesses.
Diane is also an Intuit Premier Reseller. Through Info Plus Accounting, she helps construction and manufacturing companies throughout the U. Through personal presentations, and via Internet connectivity, she works hand-in-hand with hundreds of company owners and their team members, as well as with other accounting professionals and consultants throughout the U.
Dianna is president of Targeted Accounting and has 20 years' of accounting and business management experience.
Dionne owns SmithBooks Accounting , Inc; providing cloud based accounting solutions via QuickBooks On-line for small businesses and charity groups. Dmitry, co-founder of Veryfi, is an immigrant from Belarus, hacker and entrepreneur. He holds a Master's degree in Machine Learning and Computer Vision, and built his first neural network in early s. He translated his know-how into JustReachOut. She's proven that a strong LinkedIn profile is the key to performing well on LinkedIn. Visit LinkedIn-Makeover.
Dora Farkas, Ph. Sync with Connex, founded in , provides an automated two-way integration between e-commerce platforms and QuickBooks. Connex syncs sales, inventory, customers, sales tax, and fees between e-commerce selling channels to QuickBooks. Dorinda DeScherer is an attorney specializing in tax and employment law.
She is currently a principal with Editorial Resource Group, where she specializes in writing and editing professional publications. Prior to joining the copywriting team at TSheets by QuickBooks, Dottie Chong spent 15 years in marketing communications and content management focused on driving engagement and brand affinity. When no one is watching, she indulges in K-pop, knitting and karaoke, all at the same time. His passion is solving problems for customers and empowering them to do the best work of their lives!
His award-winning research has been published in dozens of academic and practitioner publications. Sean is also a contributor for Forbes. Dustin Hostetler, chief innovation officer at Boomer Consulting, Inc. He has been a member of the QuickBooks ProAdvisor program since In addition to providing tax and accounting services, he enjoys helping business owners implement new technologies and improve business processes. Dustin has written software reviews for the CPA Practice Advisor, and was honored to be included in its , , and lists of 40 under 40 tax and accounting profession leaders.
Elcorese Brown is a financial expert who operates from a genuine place of compassion and trust. As a valuable resource to the business community, she is a relationship builder between the business owner and their financial future.
Her firm offers bookkeeping, taxes, financial consulting services, and QuickBooks support. In her experiences in accounting and banking, she noticed that a lot of business owners were overwhelmed with the financial tasks of their company. Let's chat! Edi Osborne, CEO Mentor Plus, has been helping the profession develop and delivery high value advisory services for over 25 years.
Her book, Firm Forward, outlines a hero's journey of an accounting firm, learning to adjust to the changes in the profession and higher expectations from their business clients. As a former small business owner himself, he understands the unique challenges faced by small businesses and is eager to arm them with the knowledge they need to thrive.
She is semi-retired. Recently, she visited the Queen and Stonehenge. She does some writing for Intuit, and consults with a few clients online. She loves QuickBooks Online for both business and personal use. Elaine has more than 30 years of accounting and bookkeeping experience and a strong interest in using innovations in technology to maximize efficiency and reduce data entry.
Elaine is very community and family-oriented. She also enjoys barbershop singing and is a member of the Capital Chordettes. Elaine Orr has been in the accounting field for over 30 years, having started her career in Scotland working for a national utility company. After moving to Canada, she discovered her true passion in when she worked with her first entrepreneur.
Elena Okowita's writing experience writing includes public relations, editorial, and research. She earned her bachelor of arts in journalism degree from the University of North Texas, where she graduated summa cum laude. She'engages with accounting professionals across the United States to identify key trends and learning opportunities to help accountants thrive in a rapidly changing world.
Emilie Bingham is the brand content strategist at ScaleFactor. She focuses on communicating complex financial information in a way that's approachable to small business owners. He is part firm administrator, part technology and process guru, and part 10X coordinator for an awesome team.
Eric Majchrzak is a shareholder and chief marketing officer of BeachFleischman PC, Arizona's largest locally owned public accounting firm. He is a professional services marketer and has been named by 'Accounting Today' magazine as one of the 'Top Most Influential People' in the accounting profession.
As founder, he has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology low cost but is centered around integration with applications customers already use, such as QuickBooks. He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap and go-to-market strategy.
Erin is the ultimate bookkeeper's friend! During this time she educated thousands of QuickBooks desktop students across the United States and Intuit Support teams.
Helping users on a more personal level is her real calling. Through her personal coaching, thousands of companies have learned to effectively navigate and customize QuickBooks for their particular use. Erin continues to assist accounting professionals to realize the full potential of both cloud based and traditional software options.
After catching the Silicon Valley startup bug, Ernest started his first venture backed business in Healthcare. Later, moving on to start a second startup, bringing him back to his FinTech roots with Veryfi, a Y Combinator backed company. She can be reached at esther e-compubooks. This article is authored by the Intuit Firm of the Future team. For more information, visit www. After a realization that his personal life was out of balance, he developed a passion to design and implement forward-thinking solutions that would protect the balance in his practice.
This eventually evolved into an idea of creating an online patent-pending platform that will drastically reduce tax season hours.
In , Ford became a full-time employee of the new venture, BaCo Tech. Frank Abagnale is one of the world's most respected authorities on forgery, embezzlement and secure documents. For over 35 years he has worked with, advised and consulted with hundreds of financial institutions, corporations and government agencies around the world. Frank has extensive experience providing domestic and international tax consulting and compliance services to private and public entities based in the U.
Frank can be reached at or flandreneau pkftexas. Working as a financial manager for the past 20 years, Gaby Sankovich of Sankovich Solutions has gained many loyal clients who value the accuracy, insight and up-to-date knowledge she brings to financial analysis and the business planning processes. She has repeatedly led companies and organizations to new levels of profitability and effectiveness. Gagan Shah leads the Product Management team for QuickBooks Invoicing, focused on helping small businesses get paid faster while automagically handling accounting.
Gagan passionately believes that for small businesses, Invoicing represents much more than just one final payment. It is about serving their customers better at every step of the journey from following up with a lead to delivering the final project.
Over the last 16 years, Gagan has built product and teams in the Payments, Messaging, and Marketplace spaces.
Gale Kirsopp is the CEO of Group, a virtual accounting firm that works exclusively with law firms. While working at the intersection of accounting and technology, Group provides their clients outsourced accounting services using QBO and Clio at the core, as well as cloud-based solutions that are in compliance with the American Bar Association RPC Rules of Professional Conduct.
As an international speaker and trainer for both accountants and lawyers, Gale believes accurate real-time information can be a differentiator in running a successful law firm. On the personal side, Gale is both an avid hiker and reader. Gary W. At the young age of 31, Gary left a safe, secure job to acquire a year old CPA firm in his hometown. He has led his firm through a transition from its co-founders to a second generation of leadership, and honed it from a year old traditional firm into a modern firm of the future.
Gary has a passion for CPA firm succession planning. The networking group meets to discuss hot topics and strategic planning for small firms across the United States. Geni Whitehouse is co-founder of Solve Services. Geni divides her time between working as a winery consultant in Napa Valley and writing, speaking and tweeting about nerdy subjects. As a two-time software company executive and recent CMO of a tech startup, she has a passion for applying technology to solve business problems.
Geni is also the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard. Girish Shenoy is a product marketer for Freshdesk. Freshdesk makes it easier for you to provide excellent service to your customers by equipping you with the right tools for the job.
Because she has a thorough understanding of the developments and shift within the real estate and property management industry, she finds solutions for the complex problems that others cannot. She has authored a series of QuickBooks books, providing step-by-step guidance for business owners and other accountants. She is dedicated to addressing the needs of accountants, helping them grow their practice and becoming trusted advisors to their small business clients.
Greg Buck has practiced in Abbotsford for the last 28 years, firstly as a sole practitioner, then joining a local firm for 8 years before returning to the current team.
Greg has practiced extensively in the areas of accounting and business advisory for privately held businesses. His practice continues to focus on providing corporate and personal income tax planning, promotion of entrepreneurial services and general finance. He conducts his practice by building close relationships with his client to assist them in successfully running their enterprises. Since , he has been teaching QuickBooks seminars around the country for various groups, and is considered to be an expert in the program.
In total, Gregg has taught over 3, seminars to more than 55, students. He is active in the Mid-Atlantic Collectors Association where he currently serves as President, and ACA International, the association of credit and collection professionals, in which he is a senior certified trainer.
Heather was named a categorical Top 10 ProAdvisor in and , and has been listed as a Top ProAdvisor for the past six years by Insightful Accountant. Heather was recently named a Top ProAdvisor for Find Heather on Twitter hsatterley. Hector M. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University FIU in Accounting, Finance and Taxation.
After starting his career with Big Four accounting firm Deloitte, he went on to become a business manager and director in the Investment Banking Division of Citigroup, where he spent 15 years. After leaving investment banking, Howard built a successful consulting and tax practice in Frisco, Texas, focused on owners of closely held businesses.
Howard spent three years living in Argentina and enjoys traveling with his wife and business partner Marianne Goodman. Hugh has more than 20 years of marketing experience working in the consumer packaged goods, internet media, publishing and professional services industries.
With more than 25 years of experience in technology and over 15 years of leadership experience in the accounting industry, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the businesses they serve. He is currently a co-founder and the vice president of product marketing at Karbon. Ilene Eisen heads up ie Solutions, a technology consulting firm in Monterrey, California, focused on providing accounting software solutions and information system solutions.
Ingrid is an accounting nerd and founder of PriestessOfProfits. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship.
Additional free educational resources for accounting professionals can be found at IngridEdstrom. Inna Korenzvit is founder and principal accountant at KORE Accounting Solutions, a future-focused management accounting firm specializing in providing legal professionals and business owners with the data and insights they need to stay compliant and run more profitable businesses. For more information, visit the ProFile website. Ivy Zhang is a senior tax analyst on the ProFile team with Intuit Canada, and how more than 10 years' tax experience in public accounting firms and in the industry.
She leads the ProFile's tax analyst team. Her goal is to make sure ProFile calculates taxes correctly for all possible scenarios for everyone. Jacint Tumacder is a senior product manager at Intuit's QuickBooks group. He has worked on QuickBooks since day one when he joined Intuit in as a tech support rep, on the initial team that supported the very first version of QuickBooks.
Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader. He works with small business owners to help them truly understand and assist them in scaling their business. As a project manager for Boomer Consulting, Inc. Jackie supports multiple phases by providing assistance and constant communication with clients and sponsors, and by serving as an event liaison for programs and consulting engagements.
Jackie thrives at the opportunities to build new relationships. James Byrnes is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group.
He focuses on providing the tax content that drives sales tax calculations in nearly 12, tax jurisdictions across the United States. James is also a licensed attorney. Jamie has two school-age kiddos and one engineer husband. Jan Haugo has a virtual accounting practice that allows her the freedom to help deep dive into her clients' companies and develop the goals and dreams on a case-by-case basis. Their mission is to empower bookkeepers to higher standards of education and certification.
ICBUSA is creating an experience for the bookkeeper that will give them the confidence and standards they deserve, in a community that has been underserved for many years. I'm a freelance writer and a Certified Public Accountant with nearly two decades experience in accounting and insurance.
I write about income taxes, accounting, small business, insurance, credit, saving for college, student loans, and personal finance. I am a Certified Quickbooks Pro-Advisor since and have been a bookkeeper for over 25 years. I have worked for mainly small business over the years.
Janice Figov is a Certified Adult Educator with more than 20 years' experience in the software and training industry. She is passionate about training, specializing in training people in QuickBooks. Janice makes learning numbers fun. Prior to joining Intuit in September , January worked as a senior tax analyst in public accounting and in private industry specializing in international taxation. Jasen Stine has worked in the tax and accounting profession for more than 20 years, and is currently responsible for driving Intuit ProConnect training and education strategy.
He is a thought leader on the Fourth Industrial Revolution, and recently worked on a team to implement natural language processing technology, currently patent pending, in educational programs. Jason loves to dream and play with matches. Jason loves new game-changing technology and plays rock and roll too loud. He brings clarity to creative people, and loves Jesus a lot. Duties: Business coaching and counseling, process design, innovation, creative strategy creation, change agent, leads the firm and supports the team.
Now in her 10th year of business, Jennifer found that her knowledge in evolving her practice had to be shared. Today, she is a content writer and mentor in the Intuit Mentoring Program. Along with running an ever-growing practice, known as Moore Details Bookkeeping, she's raising three kids with her supportive husband in Ontario, Canada.
Her passion to help has provided her with opportunities to speak at events, such as the annual conference for the Institute of Professional Bookkeepers of Canada and the prestigious Intuit Thrive Conference.
Member of the Intuit Trainer Writer Network. Jeff Borschowa is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff Stimpson has several decades of B2B experience in print and digital. He currently writes about taxes for consumers and professionals on a range of business topics.
Jeff is a graduate of Bowie State University, and a former Big 4 CPA who uses his compound domain expertise to bring a blend of best practices learned at Large organizations with practical application for his small business clients.
As a result of his work, he became the only student director under the Finance and Administration Division. In February , he featured in Black Enterprise Inc. The magazine recognized him for his insight on personal finance and investments. Jeff is a frequent presenter at workshops and seminars on small business. Jen is the marketing manager at Plooto. She is a creative, data-driven leader who is passionate about helping businesses find a solution to their payment problems.
She's also a big fan of The Office. She regularly writes on topics that help entrepreneurs start, run and grow their businesses. Jessica Daley, founder of Xcelerate, wife to Greg, Mother to four children and co-leader with her husband of an Incredible Team, finds herself transitioning between these roles all day long.
She started Xcelerate in to help pay for an adoption. After the adoption was finalized, the question arose if she could run a company on top of all her other duties. With courage and tenacity, Greg quit his stable job and took a risk to grow Xcelerate. Never looking back, Greg and Jessica now run a cloud-based accounting firm for churches. In their previous life, Greg was a pastor in Seattle, WA which now allows them to build great rapport with their client base.
Cloud-based accounting allows them to be present with their children's busy lives, have healthy life rhythms, and "Help Families Thrive" which is Xcelerate's vision! Greg and Jessica live in Colorado, love to travel, will read any business book they can, enjoy visiting their family on the East Coast, and can't wait for what the next years hold for Xcelerate.
She brings a long history of user experience and engagement strategy experience, with a passion for seamless customer experiences. Jill has more than 20 years' experience as an accountant, and has been nationally recognized as an international QuickBooks Online expert and an Intuit Firm of the Future.
She believes financial management is like a puzzle; put the pieces together correctly and you get a picture that tells the perfect story about your business. Jill not only puts the puzzle together, but helps her clients understand the meaning behind the story. He also serves as a strategic planning and technology consultant and firm advisor to CPA firms across the country. Jim can be reached at jbourke withum. Jim McGinnis is the leader of Intuit's Accountant Segment, and has led accountant teams since he joined Intuit in as vice president of marketing.
His extensive marketing, general management and global experience has been invaluable as the Accountant and Advisor Group continues to serve as a center of excellence for Intuit's worldwide efforts with accountants.
I teach groups and individual to become the best they can be. I specialize in job costing, inventory and payroll.
I love them all! Writing is another passion, but that goes with the educating. Joanie Cooper Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery, and provides consulting support for developers bringing their applications online, and to cloud service companies desiring to develop or expand partner ISV relationships. Additionally, her extensive work with accounting professionals worldwide has positioned her as an expert consultant and adviser to practitioners looking to leverage cloud accounting solutions, web-based applications and Internet technologies in their firms and with their clients.
Joanie Mann has over 30 years of experience in network integration and consulting, workflow and business process automation, and application virtualization and delivery. When not teaching herself new languages in addition to French, Italian and Ruby, she travels to various parts of the world to connect with their tech communities.
As director of services for Karbon, Joe's primary role is to ensure accounting firms have a successful onboarding to Karbon. Joe is a tech entrepreneur with decades of experience in web, mobile, payments and big data.
As an author, consultant, business coach, and national speaker, Joe has trained more than , accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance, and one of the world's leading training conferences for small business advisors called Scaling New Heights.
In and , Joe was recognized by Accounting Today as one of the Top Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews.
Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry. In , he founded Bespoke Tax Solutions, PC, to provide peace of mind to customers as it relates to their business and personal income taxes. Coming from a family of eight with four brothers and three sisters, he and his brothers hold the national record for the most wins in the country for wrestling.
Joe and his wife, Louana, live in Dallas with their dog, Maddie. She has extensive history in creating user experiences grounded in learning best practices. John Battley is the co-founder and CEO of fintech company Penny Inc, which offers a smart expense management app that's integrated with a prepaid debit or virtual card to better control business expenses.
One 8 Solutions celebrated its 20th year in business in This award-winning bookkeeping and accounting firm still stands true to its mission today: to provide the latest financial insights and strategies with a team of accounting and bookkeeping experts to support the growth of small to medium-sized businesses in Greater Boston and beyond.
Jonathan has spent more than a decade in digital marketing, helping businesses all over the world tell better stories, connect with their customers, and grow. For more than 25 years, Jonathon has participated at an executive level in five early stage efforts, with a knack for translating and interpreting market conditions into internal and external objectives. He has developed businesses around immature markets in the areas of telehealth, educational assessment, interactive television, video game and web development, and mobile technology.
Jonyce Bullock has been a part of Intuit's ProAdvisor program since She started her career at Squire and Company, PC, a regional accounting and business consulting firm located in Orem, Utah. Shortly after starting, she was handed a QuickBooks box and was told that she was to teach a client how to use it.
After self-teaching herself how to use the program, she quickly found that she loved teaching clients how to use their QuickBooks software. She specializes in accounting technology design and support, business advisory, tax planning and compliance, and strategy design and implementation.
Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also head of accounting for Practice Ignition and an adjunct professor at Northwestern University. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams.
She strongly believes that small business is the backbone of the economy, and that by helping them succeed, she can have the greatest impact on the world around her. Her mission is to have AIS Solutions become the standard against which all other bookkeeping firms are measured.
Jyothi is a product manager with Intuit's ProAdvisor program. His professional Interests include general management, marketing, product management and product strategy.
With a background in lead generation, Kaitlin is passionate about delivering content that is valuable and fun to read. Kara Parkinson is the Group Marketing Manager for Small Business Customers at Intuit Canada, where her mission is to fuel small business success by helping small businesses find and understand their best accounting solutions. Follow her on Twitter ParkinsonKara. She is a marketplace strategist and connector for prospects, clients and friends of the firm.
Her innovative practice growth strategies and inside-out approach to practicing what she preaches has enabled the professionals at PKF Texas to gain access to strategically key organizations in international Houston. Karen can be reached at or klove pkftexas. Karen Magno, a consultant at Transaction Pro for QuickBooks, has been helping small businesses and their accountants eliminate manual data entry to and from QuickBooks for more than 10 years.
She is responsible for overseeing the HR function for both firms, including recruiting and hiring, performance management, employee relations, wellness and HR compliance. She is also a certified senior professional in human resources. In her over 30 years of bookkeeping and accounting experience in the construction and home-building industries, 20 of those years have been working intimately with QuickBooks and getting to know all the ins and outs. She holds advanced certifications in QuickBooks Desktop and QuickBooks Online products, and also is a member of the Intuit Trainer-Writer network, where she has crafted presentations for conferences.
She helps businesses simplify their processes, become more efficient and implement systems utilizing QuickBooks Online and third-party applications. Kate is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7 am when her kids are allowed out of their room than some people get done all day long! In , she was recognized as a Top 50 Women In Accounting.
She has over 7 years of experience working in public accounting firms for various tax and accounting engagements prior to joining Intuit. Kathy Gregory has 20 years of experience in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors.
She is a graduate of the University of Oregon. Since , her practice dba Bookkeeping Clean and Simple has pivoted providing training, advisory, and consulting services to clients across the country. She is being increasingly sought after for her Bookkeeping Basics course, and is increasingly being tapped to speak at local meetings and national conferences such as the annual Scaling New Heights event put on by the Woodard Group.
Kathy's other passion is mentoring promising bookkeeping students. She is married with two grown children one a NICU nurse, another an Eagle Scout working in the IT field and spends her free time traveling, volunteering at the local food pantry, and helping job seekers and career changers through her Cobb Career Site's Facebook page.
Their niche market includes attorneys, doctors, dentists, orthodontists, contractors and other professional service firms. As an Advanced Certified QuickBooks ProAdvisor in Desktop and Online, Katie has helped hundreds of organizations scale through the use of effective technology, and has coached dozens of bookkeepers through building their own successful practices.
A life balance advocate, when not writing, Katie is often found gardening or hiking with her family. Before founding CPA Growth Guides in , Katie Tolin spent nearly 20 years in professional services marketing in local, regional, super regional and national firms. An award-winning marketer, she has experience in setting firm and niche marketing strategy, business development support, content marketing, public relations, and product management.
Today, she helps CPA firms across the country drive top-line revenue and profitability through data-driven marketing strategies, specialization, inbound marketing and formalized sales processes. Her degree in anthropology helped her establish a strong foundation for researching and empathizing with the many fascinating people she interacts with.
Kaydee Peterson is owner of Peterson Business Services, offering accounting technology solutions, training, implementation and outsourcing for businesses across the country. Our primary service area is the Pacific Northwest, though we do travel and offer remote services to fill the needs of our clients. Kellie is a relentless organizer and believes cloud financial technology is key to organization. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients.
She is an avid runner, water and snow skier, and live music fan. Kellie is a proud member of the Intuit Trainer Writer Network. Kelly Cherniwchan is CEO and co-founder of chata. Kelly has an MBA with a specialization in finance. He previously co-founded a company where he served as CFO and learned first-hand the business value of artificial intelligence.
Kelly Bistriceanu is a writer, professional friend-maker and head of accounting partnerships at CollBox. Apps and technology are her things! Since then, she has co-founded Totally SEO to help accountants with their digital marketing needs, while Leading Lady Machine Works to provide accountants with some cool swag!
She is also the co-founder of Ideation: Think Forward with a mission to help accounting students learn how to work in the real world before they graduate. Kelly loves to travel, spend time with her pup, and learn new recipes whenever possible. Kessla has worked in growth, marketing, customer service and web design at SKYsmb for more than eight years.
She has worked closely with her father, Scott Sloan, to transform the family accounting firm into a rapidly-growing business design company by leveraging technologies to create a seamless cloud-based experience for the team and clients. She specializes in customer experience design and onboarding.
His areas of concentration include tax preparation, planning and consultation for individuals and closely held corporations and partnerships, general financial and operational consulting, QuickBooks Pro accounting systems consulting, mergers and acquisitions, and IRS representation.
As a Business Development Manager at Intuit, Kim Austin helps accounting firms with digital transformation, showing how both firms and clients benefit from a cloud-based apps ecosystem, including QuickBooks Online. She has supported, managed and led company-wide initiatives such as HRIS conversions, federal and state compliance, benefit management, recruiting, retention, safety, workers compensation, employee relations, coaching, and training.
Her background includes experimental research and management, and she served as Program Director at the Center for Social Development at Washington University in St. Louis immediately prior to joining Intuit. She is also the founder of The FRIDAY Guide — an advisory and consulting house devoted to where accounting, data, and tech meet the independent food and beverage industry.
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