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Solution Stacks: QuickBooks Integrated Tools for Your Clients

SOLUTION STACKS: QUICKBOOKS INTEGRATED TOOLS FOR YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 11, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In the world of apps, sometimes the greatest challenge is sorting through options to identify the most effective tools. If you consult clients on QuickBooks, you won't want to miss this fast-paced tour of apps with David Glantz, Principal at BCents.

You will learn what a solution stack is and how to design one that fits the needs of your clients or business. David will highlight over 50 different applications, from inventory management to payroll and HR.
 
We'll talk in-depth about a spend management platform, Penny, and forecasting tool, LivePlan. We’ll also address the various features of different QuickBooks editions. The homework has been done for you. Join us for this power hour and discover the solutions you have been waiting for!

Learning Objectives:


  • Determine what a solution stack is and how to design one that fits the needs of your clients or business

  • Outline different applications and their benefits

  • Evaluate the various features of different editions of QuickBooks

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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An industry veteran, David Glantz co-founded Business Cents more than fifteen years ago and is recognized today as one of the leading consultants in the implementation of business systems, from accounting and retail/hospitality/POS to inventory management and data migration. After a successful 20+ year career as a professional services executive for accounting and technology software companies, (Macromedia/Adobe, Pyramid Integration, Flexi International, Ross Systems), David left the comforts of the corporate world to independently pursue his passion of helping companies solve business challenges- and in 2003, Business Cents was born. Business Cents is a long-standing QuickBooks Solution Provider. David has written blogs and articles for various industry publications and maintains all the certifications available as a QuickBooks and Lightspeed expert. He has also raised four children and is the loving grandfather of two adorable girls and 1 charming little chap (so far).

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Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

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Pennyinc

Tony co-founded Penny Inc in 2015 to fulfill the need for fully integrated payments, expense, and travel solution. The founder of EML Payments (2001) (ASX EML), a stored value technology business that redefined the traditional notion of prepaid cards, Tony is also a highly experienced advisor to payments and travel technology companies across Australia and the U.S.

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Julia Borquez

Intuit
Channel Sales Manager
[email protected]
(650) 944-6000

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Julia Borquez is currently the Field Sales Manager for National QuickBooks Solution Providers. The team is comprised of Small Business Consultants, CPA Firms, Accountants, and QuickBooks ProAdvisors.

Julia and her team partner together to facilitate growth and provide Business Management Solutions for Small and Mid-Market companies. The team aligns with Intuit Inc. strategies and ethics and provides clients with the most competitive prices for Intuit products and services.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.