In this presentation, you will not only learn about the various accounting and financial benefits of Cloud Accounting– but also understand what's most appropriate for your firm to make managing your business more convenient.
Is Cloud Accounting Right For You?
Discover the tools, functionality, and impact of Cloud Accounting software on the architecture community. In this presentation, you will not only learn about the various accounting and financial benefits of Cloud Accounting, but also understand what's most appropriate for your firm to make managing your business more convenient. The speakers will provide an overview of good practice and share examples of how others use cloud accounting to mitigate risk, improve efficiency, bridge the collaboration gap between partners and staff, and ultimately enhance the client experience.
Learning Outcomes:
At the conclusion of this session, participants will be able to:
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Select the right accounting software for their firm.
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Explain the benefits of cloud-based software and how it helps architecture firms streamline their management.
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Improve business efficiency and mitigate risk with cloud accounting
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Execute good practice in the cloud accounting space and enhance the client experience.
Subject Matter Experts:
Sean Duffy, CPA, CMA
Senior Manager, Elevate by Welch LLP
Sean Duffy is the Senior Manager at Elevate by Welch, with more than 10 years of accounting and finance experience. Sean is one of the very few cloud-based accountants who have an in-depth knowledge of Quickbooks Online as well as desktop applications. His familiarity with these cutting-edge technologies allows his clients to benefit from a more streamlined process, while still maintaining secure data backups and information security protocols. He joined Elevate with an extensive background in small-business cloud-accounting, which he leveraged into successfully building a new business line for the firm. Sean focuses on leveraging his expertise across a wide variety of industries to provide best-in-class solutions for his clients. Sean earned a Bachelor of Business Administration in Finance, as well as a Diplome d'Etudes Superieures Specialise en Finance from the Universite du Quebec en Outaouais. He studied accounting at Carleton University with CMA Ontario and earned his CPA. He is a QuickBooks Online Pro Advisor and was a finalist for QuickBooks Firm of the Future in 2018.
Elevate by Welch is a digital bookkeeping service dedicated to improving the bottom line for small and medium businesses. Elevate by Welch is designed for small businesses looking to outsource their bookkeeping, payroll, and reporting needs so they can focus on growing their businesses instead of managing the day-to-day bookkeeping tasks. Get in touch with me today to find out how working with a dedicated team of accountants & bookkeepers who are experts.
Peter Berry, CPA, CA, TEP
Partner, Welch LLP
Peter is an audit and accounting Partner and the firm’s construction and real estate industry group leader. He works with many real estate developers and commercial property managers and provides clients with an integrated approach to their accounting and tax needs, optimizing the big picture of a client situation. Peter also works with many family businesses in succession and transition planning, as well as advising clients through estate planning and estate administration. After graduating from Queen’s University with a Bachelor of Commerce and a Master’s Diploma in Accounting, Peter joined Welch in 2010. He received his Chartered Accountant designation in 2011 and became a member of the Society of Trust and Estate Practitioners in 2015.
Pricing:
Members: FREE / Others: $25
