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Happy holidays! The WSCPA will be closed December 23-27th.

Need last-minute WBOA-required ethics credits? Check out this self-study program: Washington Ethics and New Developments with Mark Hugh 2024 - ON DEMAND

Small Business Accounting Shootout FLEXCAST

Available Until

Your Desk

4.0 Credits

Member Price $196.00

Non-Member Price $225.00

Overview

The landscape of small business accounting solutions is rapidly evolving, presenting a challenge for professionals to stay informed about the best tools available. This seminar offers a comprehensive guide to navigating the abundant options in today’s market, from traditional desktop applications to innovative cloud-based solutions. You will receive an unbiased comparison of leading solutions from Intuit, Sage, Xero, Wave, and others, enabling you to make an informed decision about the most suitable accounting platform for your needs. The seminar also explores the potential of various third-party add-ins, covering aspects such as automated data entry, sales tax processing, reporting, and business intelligence. This session is crucial for anyone curious about the current and emerging accounting options for small businesses, providing the knowledge and tools necessary to evaluate and select the right solution, estimate the required investment for implementation, and identify essential third-party add-ons for enhanced functionality.

Highlights

The small to midsized business accounting landscape. QuickBooks Online and QuickBooks Desktop. Xero Accounting, Wave Accounting, and Accounting Suite. SMB Solutions from Sage Software. Microsoft Dynamics 365. Zoho Accounting apps. Other solutions, wrappers, and extenders.

Prerequisites

None.

Designed For

Business professionals and advisors seeking to identify an accounting solution that is the “right fit” for a small business organization.

Objectives

Create a list of needed features and functions for a small business accounting application. Identify solutions that represent a potential “good fit” for an organization. Estimate the investment required to implement a specific solution. List examples of third-party add-ins to provide necessary additional functionality.

Preparation

None.

Notice

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.

Leader(s):

Leader Bios

Thomas Stephens Jr, Partner, K2 Enterprises, LLC

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of twenty-nine years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

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Non-Member Price $225.00

Member Price $196.00