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Amazing Accounting Add-Ons for your Firm!

Course - Amazing Accounting Add-Ons for your Firm!

Major Topics

Learning Objectives

  1. Overview of the accounting software landscape and where various products fit into the market
  2. Discuss the differences similarities between client and on-premise accounting solutions
  3. The matter and ways which add-on tools can connect to the organization’s accounting solution
  4. List the three common needs for add-on products in the small business market
  5. Identify shortfalls in common add-on solutions
  6. Evaluate how to synchronize data between products based on business needs

Course Description

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.

Compliance Information

Advanced Preparation

None

Field of Study

Information Technology

Credits

3 Credits

Published Date

March 28, 2023

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

Overview

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.

Course Details

  1. Overview of the accounting software landscape and where various products fit into the market
  2. Discuss the differences similarities between client and on-premise accounting solutions
  3. The matter and ways which add-on tools can connect to the organization’s accounting solution
  4. List the three common needs for add-on products in the small business market
  5. Identify shortfalls in common add-on solutions
  6. Evaluate how to synchronize data between products based on business needs

Intended Audience

Advanced Preparation — None

Field of Study — Information Technology

Credits — 3 Credits

IRS Program Number

Published Date – March 28, 2023

Revision Date

Course Authors

Stephen Yoss

Big Bear Lake, CA
Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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