Speedy Delegation Through Simple Excel Process Documentation

Give a client a report, feed them for a day. Teach them one time how to make a report, feed them for life.

Roger Nakayu

Excel Process Documentation

When it comes to Excel, Quickbooks, or any windows application or process, repeatability is important!

As an accounting and finance professional, you want to be able to re-create reports and models that you are expected to deliver on a regular basis.

It’s all about process documentation – documentation – documentation! You will thank yourself later.

If you have ever started a new project and were at a loss as to what your predecessor was thinking when creating reports that you are now responsible for – this session is for you!

The purpose of this class is to show you how to create clear concise instructions for making reports, or any repetitive task.

Session will cover:

• Creating a template for documenting processes

• The difference between Ctrl+PrtSc vs Alt+PrtSc

• The Snipping Tool vs Screen Clipping

• Using the Problem Step Recorder (for Windows only)

• Repurposing your work in service to clients

• Demonstrating repetitive tasks through a recording that those you would be instructing can play over and over for themselves

About our Workshop Leader

Roger Nakayu is a Certified Microsoft Office Specialist in Excel, PowerPoint, and Word. He holds an MBA and is experienced in Financial Analysis, Process Improvement, Forecasting and Quickbooks.  He engages executives and business owners that need to make better decisions using software tools they already own.He is a financial analyst at an east bay firm, catering nationwide to thousands of business professionals. He has a passion for helping others and training people to become power Excel users.

register here

Your Host is Doug Skinner, asking:

“Seeking more Office Productivity? My firm makes that possible with cloud and mobile technology. Give me a shout out.”

Your Event Host, Doug Skinner

Data Migration Tips and Tricks in Quickbooks with Bekah Du Bois

Join Bekah Du Bois as she shares her best tips through live demonstrations for serving clients well, and making money as a ProAdvisor and Data Integration Expert:

*The tips for data transfer and conversion from various accounting platforms to Quickbooks
*Having success with ongoing engagements
*Using data file utility, transaction, and importing services with Transaction Pro Importer, Exporter, and Pro Deleter

Bekah DuBois

About our Workshop Leader

Bekah Du Bois has had a successful career in finance roles at Fortune 100 firms, including Controller, and has become the successful business owner of Accounting Technology Solutions in the bay area.

She is QB and QBO Advanced certified, since 2007, an expert since 2002. She has had success as an advanced data file services expert in the QBO environment. She has mastered these and other changes, including growing her business beyond dependencies on Intuit for all her new client leads.

click here to register

register here

Your Host is Doug Skinner, asking:

“Seeking more Office Productivity? My firm makes that possible with cloud and mobile technology. Give me a shout out.”

Your Event Host, Doug Skinner

Fireside Chat with Global Upside CEO

Ragu will hold conversation on a number of topics on Wednesday evening, June 7th. Bring your questions

About our Speaker/Conversation Leader

Ragu Bhargava is the Co-Founder and Chief Executive Officer of Global Upside. Ragu oversees the corporate direction and strategy for Global Upside with a strong focus on increasing our global footprint and making our Clients successful – no matter where they do business. His mantra: “Impossible is not in my vocabulary”.
Through a relentless focus on client services, innovation and market expansion, Ragu has taken the company– once known primarily for its accounting expertise to being a leader in full-suite International Expansion, Finance, Payroll, HR and Staffing services. Global Upside now support clients in 90+ countries and serves both fast-growth startups and Fortune 500 brands.
Prior to joining Global Upside, Ragu was the Chief Financial Officer at ActivIdentity (NASDAQ:ACTI). He has held leadership positions in several companies including Deloitte and NetIQ (NASDAQ: NTIQ), where he played a key role in helping the company grow from $20 million to over $300 million in revenue.
Ragu is on the Board of City Year San Jose/Silicon Valley, an education-focused nonprofit organization helping students stay in school. He also supports the student scholarship program run by the Financial Executives International, Silicon Valley Chapter (FEISV).
A Certified Public Accountant, Ragu holds a Bachelor’s Degree in Business Administration from the University of Alaska at Anchorage, and a Bachelor’s Degree in Science from the University of Rajasthan, India

register here

Your Host is Doug Skinner, asking:

“Seeking more Office Productivity? My firm makes that possible with cloud and mobile technology. Give me a shout out.”

Your Event Host, Doug Skinner

Attila Bardos: Writing the Next Chapter of Your Accounting Career

Join Robert Half finance executive and Division leader, Attila Bardos as he shares his CFO history, his Fortune 500 experience at Apple, Clorox, and Schwab, the turnaround and M&A situations he has navigated for career and business success as an accounting professional and how that prepared him to more recently be a leader in business development, staffing, and recruiting for financial and management executives.

Your Host is Doug Skinner, asking:

“Seeking more Office Productivity? My firm makes that possible with cloud and mobile technology. Give me a shout out.”

Your Event Host, Doug Skinner

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


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.