Taking Your Clients Online: How to Transform Your Client Relationships Using Cloud Computing

Become more efficient … serve your clients better … learn the newest technologies … all in one day!

Our seminar season is complete for 2010. We give a very special thanks to our sponsors and attendees for making Taking Your Clients Online successful! The Sleeter Group is offering an abbreviated version of this seminar in Web format on November 19, 2010. Please visit our Webinars page for details and to register.

Taking Your Clients Online, an in-depth day of discovery and learning, is designed specifically for accounting professionals, software consultants, and educators who are looking for ways to improve the bottom line for themselves and their clients.

Online technologies, Web applications, and Web services have become integral to a number of business processes. Reliance on these online technologies has grown at astounding rates, and the new generation of business owners are demanding solutions in the online world. In this fun, entertaining, and informative day with Doug Sleeter and Darren Root, you'll learn the "whys" and "hows" for using online technologies to grow your practice and provide superior client services.

Learn how technologies are changing the whole paradigm for the accounting services business. Online applications and Web services were once considered too slow and risky, but have now become integral to a number of business processes. In this session, you'll learn about how cloud computing is the target platform for a growing number of business applications. From payroll to A/P to document management, and even inventory management, the Software as a Service (SaaS) world is changing the whole landscape of solutions for your clients.

What you will learn:

  • How the cloud changes your client's business and your practice
  • Successful remote consulting services - tools and best practices
  • Security considerations for taking your practice online
  • Improving client services with portals
  • The best online technologies you should be using today to enhance your practice
  • Differences between ASP and SaaS
  • How "renting" applications and the platform on which they run helps you and your clients
  • Making the right recommendations to your clients
  • An action plan for taking your clients online

Who Should Attend:

Whether you’re a sole practitioner, an accounting services provider, part of a CPA or IT consulting firm, a business process consultant, or an independent outsourced bookkeeping service, this course will help you grow and transform your entire business. This one-day, in-depth course will help you step away from your day-to-day to-do list and examine virtually every process you use to deliver your services.

We’ll help you consider how online Internet technologies can be applied to improve nearly every service you deliver, and give several specific product recommendations to help you make perhaps the best improvements to your business to ensure your long term success. In addition, we’ll introduce several technologies and products you can recommend to your clients to help them improve security and productivity, as well as the efficiency of their business processes.

Taught by two of the top technology thought leaders in the accounting profession, this course is your perfect opportunity to build knowledge and confidence as you embrace new best practices and the latest technologies. You’ll come away with new skills and knowledge to not only lead your current clients to better solutions, but also to show your younger clients that your practice is state-of-the-art.

Read what our attendees are saying.

Your Presenters:

Doug Sleeter, President of The Sleeter Group, has taught over 30,000 accountants and QuickBooks users how to properly use QuickBooks software. He has worked with hundreds of accounting software consultants in numerous industries since 1994. Doug was a pioneer, developing the first QuickBooks seminars in the country. He consults with several software and hardware companies on product design, marketing, and distribution. Doug's in-depth knowledge of accounting software and his "systems" approach to solving small business accounting problems has earned him the reputation of being one of the nation's leading accounting solution experts. He is the author of numerous books, videos, and courseware materials including: The QuickBooks Consultant's Reference Guide and the QuickBooks Fundamentals, Intermediate, and Complete college textbooks. Doug is also the co-author of QuickBooks Point of Sale Consulting, QuickBooks for Not for Profit Organizations, and The Successful QuickBooks Consulting System.

M. Darren Root, CPA.CITP, is co-founder and managing partner of RootWorks, LLC. RootWorks was formed with the vision of educating small- and mid-sized CPA firms on the value of technology, integrated solutions, and workflow efficiency. As part of this vision, Darren developed his Leadership Communities which offer an annual forum for future-thinking firms to come together to share best practices, examine common issues, and devise workable solutions. Communities are exclusive groups made up of firms considered leaders in the areas of technology, workflow, and software solutions. With more than two decades working in the tax and accounting profession, Darren is a highly respected public accountant and a nationally recognized speaker. Viewed as a technology and workflow expert, he is a frequent speaker at numerous conferences, tradeshows, and industry related events. Darren is a guest lecturer at Indiana University's Kelley School of Business, and is Executive Editor of The CPA Technology Advisor. Darren holds both CPA and CITP (Certified Information Technology Professional) certificates. He is an AICPA CITP Credential Committee Board Member, and has served on the Board of Directors of the Indiana CPA Society.


You will receive 8 CPE for attending this seminar.

Advanced Preparation: These are intermediate level courses designed for consultants. No advanced preparation is required.
Prerequisites: Attendees should have knowledge of, and work with clients who use, accounting software.
Delivery Method: This is a live group meeting.

Save up to $95 on This Event

Join the Sleeter Group Consultants Network during the registration process for this seminar to receive $25 off your annual membership fee, as well as $70 off this seminar's regular price.


The Sleeter Group's 2011 Accounting Solutions Conference

Attend The Sleeter Group's Accounting Solutions Conference to learn best practices; network with your counterparts from the U.S., Canada, and abroad; and learn new technologies and practice management techniques to "stay ahead of the curve."

November 7-9, 2011

The Cosmopolitan of Las Vegas


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