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Topic

QB Talks August - Awards Winner Roundtable

Description

The August "episode" will feature a round table discussion with Gary DeHart, William "Murph" Murphy, Diane Gilson (2022 ProAdvisor of the Year) and other 2022 Award Winners.

We'll spend some time talking about the awards and the awards winners:
* Practices
* Tech Stack
* Client engagement and Growth Strategy
* Business Development Strategy

The award winners are at the top of their game and are ready and willing to share their "secrets", so don't miss this opportunity to learn from these Top ProAdvisors.

Time

Aug 17, 2022 02:00 PM
Sep 21, 2022 02:00 PM
Oct 19, 2022 02:00 PM
Nov 16, 2022 02:00 PM
Dec 14, 2022 02:00 PM

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Speakers

William "Murph" Murphy

Sr. Technical Editor @Insightful Accountant

Gary DeHart

Publisher @Insightful Accountant

Diane Gilson

President @Info Plus Accounting

2022 ProAdvisor of the Year My mission and calling focus on the challenge and satisfaction that comes from helping small-to-midsized businesses (SMBs) transform their “accounting nightmares” into useful, reliable management and job-costing systems. Solid, successful businesses rely on accurate financial information and internal monitoring systems. I believe SMBs missing out on these critical tools operate at an alarming disadvantage!

Sherri-Lee Mathers

@Balsam Way

Balsam Way specializes in 'Thoroughly Modern Books' and Workflows in the Brewery and Winery Industry. We are cloud-based and completely paperless if we can get automation and AI to do the heavy lifting, we do. A Certified Level 5 Advisor, we specialize in Data Management and systems in the BC Brewery/Winery niche. We've developed customized workflows with integrated automation for our clients using industry-specific cloud-based technology. What this means is our relationship with our clients has changed, they are empowered and we both have more time to focus on conversations such as cash flow and budgeting.

Marjorie Adams

President & CEO @Fourlane

Marjorie was named Insightful Accountant's 2022 Top QuickBooks Desktop Integrations ProAdvisor. She is the President and CEO of Fourlane, Intuit's #1 Reseller Partner. With a staff of 30-plus certified QuickBooks ProAdvisors, Fourlane is considered the country's top QuickBooks consulting firm, assisting QuickBooks customers with file repairs, condenses, conversions and optimization. The firm has performed more than 10,000 client engagements across every industry, but primarily focuses on small and mid-size businesses in a growth phase. Fourlane also provides the only CPE/ACE certified self-paced online training courses for QuickBooks, in use by accounting and IT firms across the country. In addition to being President and CEO of Fourlane, Marjorie, who has worked as a financial manager, senior accountant, President of QBLearning.com, also has been the owner of POSWarehouse since 2009.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Aug 17, 2022 02:00 PM Eastern Time (US and Canada) Topic: QB Talks August - Awards Winner Roundtable Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ZogVMJxzRGS_RGyKJobbeQ After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers William "Murph" Murphy (Sr. Technical Editor @Insightful Accountant) Gary DeHart (Publisher @Insightful Accountant) Diane Gilson (President @Info Plus Accounting) 2022 ProAdvisor of the Year My mission and calling focus on the challenge and satisfaction that comes from helping small-to-midsized businesses (SMBs) transform their “accounting nightmares” into useful, reliable management and job-costing systems. Solid, successful businesses rely on accurate financial information and internal monitoring systems. I believe SMBs missing out on these critical tools operate at an alarming disadvantage! Sherri-Lee Mathers (@Balsam Way) Balsam Way specializes in 'Thoroughly Modern Books' and Workflows in the Brewery and Winery Industry. We are cloud-based and completely paperless if we can get automation and AI to do the heavy lifting, we do. A Certified Level 5 Advisor, we specialize in Data Management and systems in the BC Brewery/Winery niche. We've developed customized workflows with integrated automation for our clients using industry-specific cloud-based technology. What this means is our relationship with our clients has changed, they are empowered and we both have more time to focus on conversations such as cash flow and budgeting. Marjorie Adams (President & CEO @Fourlane) Marjorie was named Insightful Accountant's 2022 Top QuickBooks Desktop Integrations ProAdvisor. She is the President and CEO of Fourlane, Intuit's #1 Reseller Partner. With a staff of 30-plus certified QuickBooks ProAdvisors, Fourlane is considered the country's top QuickBooks consulting firm, assisting QuickBooks customers with file repairs, condenses, conversions and optimization. The firm has performed more than 10,000 client engagements across every industry, but primarily focuses on small and mid-size businesses in a growth phase. Fourlane also provides the only CPE/ACE certified self-paced online training courses for QuickBooks, in use by accounting and IT firms across the country. In addition to being President and CEO of Fourlane, Marjorie, who has worked as a financial manager, senior accountant, President of QBLearning.com, also has been the owner of POSWarehouse since 2009.

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