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

Read what our attendees are saying!

The seminar made me realize I need to help my clients protect their accounting process, and many of my clients are too small to realize this. - S. Callan, Bend, OR

It really got me excited about implementing new technologies in my practice, and to start taking advantage of online systems. - W. Houseal, Dover, PA

I am currently a consultant working as a part-time Controller for various companies. I see a real need for better outsourced accounting services for small- to medium-sized businesses. I am working to create a Web-based accounting services practice. The Sleeter seminars are showing me how to do it and introducing me to the best vendors. Thanks! - D. Wallace, San Mateo, CA

We are looking to expand our practice. We have not done anything in the cloud yet. This seminar gave me some good ideas not only on cloud potential, but also on in-house security. - N. Johnson, Solon, OH

I rarely attend a class where time passes so quickly. This seminar clarified my path to online processes which I've been comparing and considering for about three years. The primary challenges in adoption for me have been deciding where best to invest resources. This includes ease of migration for my staff and clients who are not as "progressive" in thinking as I tend to be. I actually signed up the very next day to make steps in the right direction. Fascinating and very well delivered! I enjoy the casual and personal style of presentation...thanks....refreshing. - M. Hawkins, San Jose, CA

Good information and ideas, and ways to pursue them. - L. North, Downers Grove, IL

One of the most useful seminars I've ever attended. - S. Glass, Austin, TX

Available Web technology will improve my ability to serve clients more effectively and make my life easier. Good value - exceeded my expectations. - L. Haack, Wauwatosa, WI

Gave me more encouragement to use some of the tools discussed! Thank you! Great Day! Easier to absorb and take back information with just one day of sessions. Although the Conference is great for many different reasons, I also liked the one day! - J. Jensen, Novato, CA

This course was very well designed. It gave me the tools needed to help my clients go online and have their accounting done more efficiently. Excellent seminar. - M. Chovancek, Elgin, IL

I'm in the development stage of my practice so this information is giving me a lot to think about in regards to both working in and on my business. I could have left feeling very overwhelmed by the information, but I left feeling very motivated. Doug's clarifying how all these various pieces may or may not work together was incredibly valuable me to at this point. I was very impressed by the "whole show" from the moment I walked in and was greeted by so many friendly faces to the moment I left. Can't say enough good things about you folks! - K. McGill, Petaluma, CA

Mr. Root's personal insight was invaluable. Mr. Sleeter's comments about the good/bad features were refreshing. Typically at a conference you only hear about the good things and how the speakers can sell something. - D. Mills, Morton, IL

Very informative, I wish the whole firm could have come! I think after re-reading my notes I may be able to convince the firm to make some changes even if they are small. A wonderful resource; keeps us from stagnating and helps us face the future. - R. Holleman, Santa Rosa, CA

I am very glad I chose to attend this seminar. It was very informative and motivated me to do new things in my practice. Great job Doug and Darren! Keep up the good work for us practitioners. - B. Dumich, Schaumburg, IL

We are excited to continue to develop paperless bookkeeping processes. - A. Hurst, Napa, CA

You inspired me to move clients into the "new world" on the cloud. - W. Bardwick, San Anselmo, CA

I brought employees. I have been working on implementing this for two years, and now I think they have a good grasp. Presentation on where I think the accounting world will be! Wonderful seminar - bring us more of the same! - P. Carson, San Jose, CA

The material presented will help me decide how to go about implementing newer technologies and, in fact, how to choose which technologies to research. As always, a very valuable, informative, and enjoyable way to spend a day. - S. Kitching, Brentwood, CA

I love the idea of a client access portal. I will be thinking seriously about how to leverage this to be more efficient and delight my customers! Our industry is changing and I agree - coming full circle. I am glad that the Sleeter folks see this and are looking to educate and partner with us through these changes. - E. Greeley, Santa Clara, CA

The seminar was great, and helped clarify for me the direction I want to go with my business. Two points I particularly took away are: eliminate paper, and do what I do best (which does not include hosting software, as I was considering, or running a solo business, which I already knew). I think both of these points extend to the client populations which I am particularly interested in serving. Thanks! I'm looking forward to more. I was very intrigued by what you said about Sage, particularly because I have a bookkeeper friend who I think is a good fit for Sage Software. - M. Carleton, Berkeley, CA

It appears that I really need to look into all of the add-on features that were discussed today as well as hosting. Love these guys! Great presentation from both of them. They are so knowledgeable in all areas of discussion. - M. Antuzzi, Campbell, CA

The information provided is very helpful in looking ahead to the future and planning the direction I need to for my business. - P. Mainini, Benicia, CA

Already started going to the cloud; this just reinforced my views about technology and change. - J. Redmond, Menlo Park, CA