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How the Internet is Changing the Accounting Profession

Objective:
Here we outline Web-based accountant-centric solutions that allow accountants to work faster and boost their productivity. We will explore how the Internet enables accounting firms to grow and manage their practice, and reduce overhead. We will explain how the Internet provides ways to better serve existing clients, to attract new clients and to increase firm revenue. Learn how the Internet allows accounting firms to protect and nurture their trusted client relationships, as one of their most valuable assets. We will explore and discuss techniques firms can employ to ensure every area of practice can benefit from leveraging the power of the Internet.

In this session, attendees will learn:

• Why the Internet is so crucial for your practice;
• How the Internet facilitates collaboration with your clients, which will forever change the way you perform client engagements;
• Features of a well-built firm Website, and how powerful a Website can be;
• How accounting professionals can leverage the Internet to work from anywhere at any time
• Accountant-centric solutions and how they can benefit you and your clients;
• How to market accountant-centric solutions using the Internet;
• How to collaborate with clients for far reaching consequences via the Internet and your firm Website;
• How accountants can gain better command over client engagements;
• How to enhance client relationships via the Internet;
• How the Internet can help accountants save time while generating new revenue and increasing firm profitability.

Program Level: Basic, Intermediate, Advanced
Prerequisites/Advanced Preparation: None
CPE Credit: 2 Credit Hours

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Best Website Practices for Accountants

Objective:
Here we share best practices in building and managing a firm Website. Learn how the Internet can impact a practice more than any other technology. We will show how to use the Internet to power your practice. We will explain how to present information about your firm concisely an engagingly to clients and prospects. We will share insight and recommendations on how to ensure your site is communicating and delivering the primary functions necessary for success, including the dissemination of information, effective product differentiation and productive client collaboration.

In this session, attendees will learn:

• How to create a dynamic Website to enhance a firm’s image;
• How to improve search engine rankings and the keys to building a Website that is search engine friendly;
• Ways to effectively market your firm using a new or enhanced Website;
• How to leverage your Website to acquire new clients or collaborate with existing clients;
• How to interact with clients through your Website at a more strategic level;
• How to capitalize on Internet tools such as online payment systems, blogs, and eCommerce applications;
• How to leverage online applications and your Website to share workload with clients.

Program Level: Basic
Prerequisites/Advanced Preparation: None
CPE Credit: 1 Credit Hour

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8 Key Elements for a Successful Payroll Practice

Objective:
Here we explore eight key elements necessary to build and manage a successful Web-based payroll practice. Learn how the Internet and automated payroll processing allow accountants to take advantage of a service that was once available only to large service bureaus. We will explain that with web-based technologies and the right business models, accountants can capitalize on this opportunity. We will share insight and helpful tips in marketing, selling, and managing payroll services to better ensure payroll services can grow to be one of your firm’s most highly profitable client services. We will outline how to successfully implement these eight key elements to create a payroll service that will benefit your practice.

In this session, attendees will learn about:

• Accountant-centric Web-based payroll technology design;
• Necessary automation features;
• Comprehensive Web-based systems that are equipped to handle any client scenario;
• Simple and flexible data entry;
• How to calculate and minimize the total cost in processing payroll services;
• Payroll processes, yours’ and your clients’ roles in payroll processing and detailed reporting;
• How to market your services through positioning, traditional marketing and Web-based marketing;
• Easy access to training and support tools such as; short training videos, tutorials, and recorded payroll webinars

Program Level: Basic
Prerequisites/Advanced Preparation: None
CPE Credit: 1 Credit Hour

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The Bold New Face of Client Accounting

Objective:
Here we define and explain key differences between accounting systems created for small businesses and accounting systems created for the professional accountant that keep basic accounting principles intact. We will explain how accounting relief will change the way accounting professionals do client accounting. Learn how to enhance client satisfaction, expand your practice, and become a trusted business advisor. Mr. Munnel will share insight into a dynamic new breed of Web-based accountant-centric services.

In this session, attendees will learn:

• How to evaluate and apply accountant-centric solutions for Write-Up, trial balance, financial reporting and bookkeeping;
• How to minimize errors by engaging Web-based services with highly automated functionality;
• How to streamline accounting services to improve firm productivity;
• How to use new accounting technology to make client accounting more profitable;
• How to reduce your client engagement time;
• How to transition a practice into Web-based accounting services that allow a firm to increase productivity and firm revenue without increasing overhead or adding staff.

Program Level: Basic
Prerequisites/Advanced Preparation: None
CPE Credit: 1 Credit Hour

Dr. Chandra Bhansali
PhD, Co-Founder and President of AccountantsWorld, is recognized throughout the accounting professional industry as an expert in accounting technology. Dr. Bhansali is a highly sought-after speaker, and was recently named one of the “Top 100 Most Influential People in Accounting” by SourceMedia’s Accounting Today magazine. Dr. Bhansali has authored many articles for professional publications and is frequently featured and interviewed by professional accounting publications as an expert on the integration of leading-edge technology and accounting best practices. Most recently Dr. Bhansali wrote a White Paper titled “Why are you a Powerful yet Powerless Accountant” which has been revered as a thought-provoking paper destined to create an uproar in the accounting professional community. He is a member of the American Management Association, IEEE, ACM and CEO Club. Dr. Bhansali holds a Ph.D. from SUNY, Buffalo, NY.

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Bob Torella, MBA
Bob is the Director of Customer Relationships and Communication at AccountantsWorld. He is highly experienced in helping accountants advance their practice through the use of innovative Internet technologies for well over ten years. Mr. Torella is well respected in the industry for his wealth of knowledge and expertise gained through working for Texas Instruments, AT&T, NCR, and his own computer training and consulting firm. Mr. Torella earned a Bachelors degree in Education from New York Institute of Technology and a Masters degree in Management from Dowling College. He is CompTIA I-net Certified, a Certified Internet Webmaster in Ecommerce Site Design, and is certified as a teacher in New York State.

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Carlos H. Garcia, CPP
Carlos is the Product Manager for Payroll Applications at AccountantsWorld. He is a key member who was heavily involved in the creation of the first ever accountant-centric online payroll system, Payroll Relief AC. By leveraging his extensive marketing and payroll background, Mr. Garcia ensures that accounting professionals have access to the most advantageous payroll marketing tools and counsels accounting professionals on how to market and sell payroll services to boost year-round profitability. Mr. Garcia has over nineteen years of experience developing software for accounting professionals. He is a graduate of Hofstra University and holds a Bachelors degree in Business Administration (Accounting), with a minor in Business Computer Information Systems. Mr. Garcia is professionally certified by American Payroll Association.

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David Munnel, MBA
Dave is the Product Development Manager for Accounting Relief, AccountantsWorld, LLC. He has enjoyed an extensive and dynamic career serving in the accounting industry in the field of taxation as a business owner, and in technology as a software designer. Mr. Munnel spent twenty years managing his own successful and highly profitable tax and consulting firm and spent several years working for the IRS and in the development of tax software. Mr. Munnel is a well-respected experienced speaker who has facilitated numerous seminars to CPA’s. He offers a wealth of technology design knowledge, practical application, and practice management experience. Mr. Munnell holds an MBA from Hofstra University.