Doug Sleeter: Next Frontier in Accounting Technology (Regional)

Technology Adoption rates of cloud and mobile accounting solutions are going through the roof, but for many small businesses the cloud is still a scary place to store data and operate a business.

A big part of the resistance is that today’s internet lacks a “trust layer” to provide security, identity management, and data validation.

The next frontier in accounting technology will be filled with increased automation of transactional data, global commerce solutions based on digital currency and blockchain technology, and renewed focus on security and identity management.

In this session, Doug Sleeter will open your mind to the compelling technologies that will drive solutions in the future. As Doug says, your ability is important, but it’s your agility in business that will determine your ultimate success. #AgilityTrumpsAbility


About our Presenter

Doug Sleeter is a passionate leader of innovation and change in the small business accounting technology world.

As a CPA firm veteran and former Apple Computer Evangelist, he has melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.

In 1994, he founded Sleeter Group (www.sleeter.com) which was acquired by Diversified Communications (www.divcom.com) in February 2015. He remains a consultant to the company, and is now consulting for several other technology companies who serve small businesses.

The CPA Practice Advisor has recognized Doug as one of the “Top 25 Thought Leaders” in the accounting profession for the past several years and he has been named to Accounting Today’s “Top 100 Most Influential People in Accounting” each year 2008 through 2015. He was awarded the 2013 Small Business Influence Champion award. Doug is the publisher and author of numerous books, and writes a regular column in The CPA Practice Advisor.

Your Event Host, Doug Skinner

Audit Associates New Year Everything Counts Event!

Celebrate the Art and Science of Capturing FedEx Refunds . . . at THE Audit Associates hosted networking event of 2017. The Audit Associates Team invites you at our New Year’s reception honoring our current and former customers who obtain FedEx refunds using our weekly audit service.
Experience hors d’oeuvres, raffle giveaways, and peer-to-peer networking with executives representing many of the Bay Area’s largest volume FedEx customers!

Date: Tuesday, January 24, 2017
Time: 4 – 7:30PM
Place: Richmond, CA

RSVP

Be our guest

OR call 800-944-1676
OR email: sales@auditassociates.com

It's real short

 

Eat, Pray, Productize Your Offering with Cindy Solomon

You have accounting services to offer . . .

Do you have a methodology, a tool or course to offer and you want to get it in front of lots of potential lifetime customers at very little or no upfront cost?
Do you already have an online product/presence that you want to improve?
Do you already have a small but loyal customer base, and want to crank up the throttle?
Are you great at delivering an amazing service but having a hard time with marketing it yourself?

About our Presenter
Cindy Solomon
Illuminates business owners on the notion of Product Excellence by Design
Founder and Meetup leader for SUPA StartUp Product Academy
Producer and Keynote Speaker for Conferences … the Product Summit San Francisco, Startup Product Open Oakland, Summit SF2, Product Bootcamp San Francisco, and more.
Host of Product Therapy Meetup Tuesday evenings 7:00-9:00 PM – Got an idea for a product and looking for feedback? Are you managing a product and hitting up against road blocks and unforeseen obstacles? Do you want to test your MVP? Are you a lone entrepreneur in a startup or larger organization seeking support? (or to vent?!) You might be an inventor, maker, hobbyist, developer, or small business owner. Product Therapy is an opportunity for you to get support.
Organizer for Product.Practicum – a graduate-level course in a specialized area of study that emphasizes development of a professional skill. Product.Practicum is a 3 month immersive program providing hands-on experience in an Agile product environment applying state of the art methodologies, mastering product marketing and management tools and techniques. Product Team Cohorts and Product Company Sponsors are subject to a rigorous application process
Course Creator of Intro To Agile – A single-day course that provides one with a basic introduction to Agile principles and practice, as well as practical, hands-on experience for identifying business value, building stakeholder consensus, and managing Agile teams.
Podcaster of Product Management Talks
Webmaster – http://startupproduct.com/

Your Event Host Doug Skinner

Getting Paid to Speak Publicly as a Professional Accountant

meetupJoin speaker, best-selling author and radio personality, Tony Wilkins as he shares his best tips for making money as an accounting professional speaker including:

*The tips for connecting with meeting planners
*Finding organizations that book speakers on a regular basis
*How to craft a one sheet that gets you booked
*How to turn speaking into revenue
*Sales conversion tips
*How to use speaking to get more clients faster and with less effort
*What meeting planners look for when booking speakers

 

go ahead

About our Workshop Leader

Tony Wilkins is one of the premiere authorities on connecting people of influence to one another. His popular Internet radio show, Small Business Forum Radiowww.blogtalkradio.com/tonywilkins reaches over 250,000 business owners globally and is one of the top business shows on the network. His workshops not only educate business leaders on a better way to connect, but offers valuable and available resources for building powerful business connections. He is a master networker whose global connections span multiple industries including film, media, art, literary, political, small business, start-ups and culinary; with ties to organizations like the Small Business Administration, Public Speakers Association, NAWBO, BNI, various business chambers, San Francisco City Hall and the Golden Gate Business Association. Tony is the author of several books including the best-selling Telemarketing Success for small and mid-sized Firms, The Single Person’s Cookbook (www.amazon.com) and Surviving the economy. His new book, The Career Whisperer: Behind the Podium is a step by step guide for anyone looking to launch a career as a public speaker or for sales professionals looking for a better way to reach more prospects faster and easier.  Mr. Wilkins is also the publisher of Small Business Forum Magazine, Foodie Quarterly, and Podium Magazine and speaker’s directory. In addition, he has launched a very successful booking service for authors and speakers and is the creator of the annual Small Business Empowerment Conference and the Women of Influence Summit.

“Whenever I meet new people I always ask 2 questions. What do you need and how can I help?” -Tony Wilkins

Also host for blogtalkradio.com/tonywilkins

Your Event Host Doug Skinner

The Power of Customer Relationship Management Systems

Are you interested in improving customer relationships, or gaining new ones?

When it comes to attracting customers, some of us do not like nagging, following up, chasing leads, or bothering prospective new ones.

The fact is that it’s easier to build customer relationships than you might think.

You can leverage technology tools like a CRM to gather customer information and follow up more effectively.Lead Funnel

You’re invited to our complimentary Webinar at 4pm on April 16th

On the webinar, you will learn:
-Tips to manage customer relationships
-How to follow up effectively
-Strategies to build your list
-Techniques to increase customer satisfaction

We’re excited about this topic because we believe our business relationships are our most valuable asset. And we’ve proven it to ourselves because we’ve grown much larger and faster than when we used Outlook Contacts, spreadsheet lists, stacks of business cards with rubber bands that sit in a drawer.Laptop tool to increase sales

Doug will be teaching you
1) Characteristics for choosing the best system matching your situation
2) Why you need a customer relationship management database
3) Basic setup considerations
4) Getting started

Deidra will put a spotlight on
1) Marketing Strategies of using a system
2) Benefits of following up
3) Email Marketing, customer relationship management (CRM)
4) Blogs and Websites

No more “Did I forget something?”

Reserve your spot for the webinar now…

Doug and Deidra

About Doug Skinner & Deidra Miller

They enable sales, marketing, and service professionals, with productivity strategies, using mobile devices and cloud services.

Doug Skinner is a CRM Technology Expert
Doug worked with business owners, IT and software professionals for top companies, Microsoft, Siemens, and Cisco Systems.
His company Intentional Management, introduces technology strategies that can increase productivity, assure secure and safe operations, and improve work-life balance.

Deidra Miller Customer Relationship Expert
Deidra worked with C-level executives and vice presidents in the corporate world, as executive assistant, office manager, and project manager.
Her company helps entrepreneurs with their administrative work. She launched Magic Wing Administration to assist them to optimize their business.
They are committed to assisting professionals that need to leverage cloud services and mobile devices to achieve desired business outcomes.

To let us know you’re coming just Register Here and Eventbrite will make sure you have a webinar link.

Seminar Bridging Work and Wellness Provides Insights

One of the aims of Intentional Management is showing business owners and entrepreneurs ways to connect work and wellness to business success through intelligent technology uses.

Doug Skinner Sponsors Italina Kirknis Rebecca Hall Gruyter event

Italina Kirknis and Rebecca Hall Gruyter come together Saturday March 29th in Walnut Creek to provide you with the ultimate and unique Work & Wellness experience.  Get in the mix and register today!

  • Never been done before event
  • Exquisite full sit-down lunch
  • VIP bonus session of Work & Wellness Insights

Intentional Management Work and Wellness Sponsor

Doug Skinner will showcase strategies and applications you can use at your desktop or on your mobile computing device for increased awareness of your health and productivity.  His firm, Intentional Management will be a Premier Sponsor for Walnut Creek event Work and Wellness, hosted by ItalinaImage.com.

Please register today.

 

5 Steps for Building a Successful Bookkeeping Practice – So You Can Work Less

Holly DeVito, President, Sum of All Numbers will be our guest speaker for the upcoming QuickBooks and Business Coaches meetup. In growing her Bookkeeping and Payroll Services firm, she has helped bus owners save time, become more focused, and less stressed.

Building a Business one step at a time

During her presentation, she’ll walk us step by step through her leadership style, how she fosters employee career development, what systems she put in place for her successful firm, and why setting the vision and strategy for future opportunities is so important.

QuickBooks MeetupHolly’s primary focus of Sum of All Numbers is to ensure her team provides small business owners with the tools they need to effectively manage their own business financials. Her team of 16 staff provides simple solutions for gathering financial data to guide business owners to sound financial business decisions.

About Holly DeVito
Holly is the founder for Sum of All Numbers, whose goal is to provide reliable, accurate and cost-effective accounting solutions for clients through professional and trustworthy service.

Sum of All Numbers President speaksA Certified QuickBooks Pro Advisor, Holly brings more than a decade of business experience in a variety of industries including:
-Property Management
-Financial
-Clothing Design
-Real Estate

Before Sum of All Numbers, Holly was the Chief Financial Officer for the American Red Cross, where she managed a full accounting staff and worked closely with the Board of Directors in making financial decisions for the organization.

Holly studied International Business Management at Brigham Young University – Hawaii and Utah State University.

About the Event Host

Doug Skinner runs Intentional Management, an IT services company.  You can read more about what they do at http://honestintentions.com

4 Ways that IT Cloud Services Yield Productivity Honey for Business Owners

Many executives have tech glitches in their business processes. Are you missing out on the benefits you know technology can deliver, if only . . .

Doug Skinner Webinar Productivity AdvisorAre you striving for productivity with your present cloud service subscriptions. How about the applications you already know how to use, but integration is a challenge? Would you like your information to be more accessible?

We’ll help you learn ways to leverage the cloud in your day to day workloads to solve these types of issues.
Doug Skinner Webinar
Please join me for a free webinar on Friday February 21st at 8am Pacific

Here’s what you’ll learn: You’ll see a demonstration of top features and some ‘how to’ tips of cloud services in your business.
• Being away from your office mobility techniques
• Using applications for anywhere access
• Leveraging tools for smooth team work
• Having a management system for easy IT

Your webinar host is Doug Skinner. Read his blog at http://honestintentions.com

Forecast For Business Productivity: IT Services Cloudy and More Snow

We both know that being snowed under by multiple vendors making promises might leave you with a frozen and impacted situation.  In our upcoming webinar, we’ll help you figure out the benefits of cloud appyness. It’s like having someone use a snow blower to clear it out instead of you shoveling it yourself.  No more waiting for the thaw.

Forecast Cloudy with IT solutions

An example is you perform unnecessary manual tasks to accomplish a business result, only because multiple vendors are not on the same page with your processes.  It’s time to see what is possible and make strides toward true benefits of having IT systems working.

We’ll help you learn ways to leverage the cloud in your day to day workloads to solve these types of issues.

Please join us for a free webinar on Friday January 24th at 8 am Pacific

webinar cloud services productivity

Here’s what you’ll learn: You’ll see a demonstration of top features and some ‘how to’ tips of cloud services in your business.

  • Mobility Techniques
  • Applications for Anywhere Access
  • Tools for Team Work
  • Management System for Easy IT
  • Best Value

Friday 1/24 at 8:00 am Pacific

We’ll feature the new Office, which provides the power of choice for your business objectives, from Office 365 user-based subscriptions to traditional Office suite offerings.

About Your Presenter Douglas Skinner

Prior to founding Intentional Management and during his years at Microsoft, Doug organized the most effective group of professional services partners to deliver software solutions in the US. He assisted partners and customers with Microsoft core infrastructure and security software and services, yielding sales that exceeded quota and numbered in the millions, each year.

Doug’s career has been marked by a quest to develop and execute plans for increasing top line sales, engage principal executives with compelling solutions, learn lessons for never ending improvement, and pay it forward. He formed partnerships between customers and subject matter experts in various fields: mobility solutions, software development, security technicians, network engineering teams, financial & legal executives, and marketing professionals.