Presentations Available to Local Groups Sponsored by
The Sleeter Group
The Sleeter Group sponsors Meetups and other local groups that are focused on accounting software solutions, small business consulting, and business coaching. A directory of such groups may be found here.
Following is a list of presentations available to such groups that are sponsored by The Sleeter Group. For access to these presentations, please review this page and contact The Sleeter Group.
| Presentation Name | Presentation Description | Target Audience Profile |
| Bolting Together Today's Leading Web Applications | Solve your SaaS and hosted application workflow challenges! In this session we'll share tips and tricks that will help you establish the best practices to streamline your workflow and avoid common pitfalls when combining some of today's leading solutions such as Bill.com®, ShareFile®, SmartVault®, business analysis applications, and more. This will be a very interactive session, and will include a panel of current users who will share their own experiences and suggestions about using these solutions successfully with a wide range of clients. | QuickBooks ProAdvisors and small business consultants who want to provide their outsourced accounting and consulting services in a remote environment; appropriate for participants who want to be 100% virtual/remote or even learn how to use these integrated solutions as a supplement/alternative to their on-site service and support offerings |
| Case Studies in QuickBooks Networking | We present several best practices for solving the most common, as well as some of the more difficult, problems with QuickBooks on a network. Learn from actual cases how to properly configure and troubleshoot the network and the QuickBooks database server, when and how to deploy QuickBooks on a Terminal Server, and how to achieve the best performance in a network environment. See situations where QuickBooks, the network, or both are the cause of the problem – and how to fix them. | |
| Comparing Inventory in QuickBooks to Peachtree | Both QuickBooks Enterprise and Peachtree Quantum are excellent programs, and each has different strengths and weaknesses. This session will focus on the differences in Inventory from the set up forward. We'll compare everything from purchasing, selling product, non-inventory/service items, costing, and reporting. If you've never seen Peachtree Quantum, you owe it to yourself to be aware of its differences from QuickBooks. | Anyone who supports QuickBooks clients with Inventory issues |
| Ethics and Liability of Using Social Media | This session addresses key points surrounding the ethics and liability of using social media, including the impact of not having a social media policy, exposure issues, monitoring and assessing employee activity, recordkeeping responsibilities, ethics of social media, protection from legal liability, insurance issues, setting and enforcing policies, and social media regulation. | Small to medium-sized accounting and bookkeeping firms, including sole practitioners |
| Expanding Your Horizons - Stop Letting Software Hold You Back | Are you known as a "QuickBooks Guru" or as an all-around business problem solver? The problem with being just a "QuickBooks Guru" is that your clients tend to have a very limited view of your services. They become less likely to seek your advice on their business problems, even those that require different software solutions. This session will help you identify your strengths and expand your value in the eyes of your clients by broadening the solutions you support. By incorporating a broad range of products in your practice, you can more effectively diversify and more quickly grow your practice. Explore the components of your business that actually hold you back. Use a self-assessment tool to help you discover untapped knowledge and potential services. The session will also include a brief overview of Sage and Intuit products. | All |
| Getting the Most From Virtual Meetings | Using Web conferencing technologies effectively to expand the reach of training. | |
| Houses of Worship Accounting Using QuickBooks | This presentation will cover the special needs of houses of worship in the area of accounting and basic internal control. Written procedures just for houses of worship using QuickBooks will be presented. How to account for designated contributions using a simple chart of accounts in coordination with class coding and a virtual bank will be demonstrated. Utilizing a collapsed chart of accounts to present understandable financial statements to the Board of Directors and members of management will also be covered. Major IRS Good Governance issues will be discussed, along with samples of most policies now being required. | Accountants and CPAs who work with houses of worship and non profits, and need more guidance |
| How Your Firm Can Save Time and Make More Money Using Outlook | With all of the demands on your time, you need a strategy to manage time each day. Learn these tips and tricks to manage your Inbox, improve your productivity, and use technology to get a better handle on your time. | All |
| Linking QuickBooks to Timeslips - the Why and the How | Many professional services firms find that QuickBooks is not adequate for their billing needs, and look at other solutions. Timeslips is one of the best known. This presentation will explore the pros and cons of linking Timeslips and QuickBooks, as well as provide instructions to help the consultant link the programs. | Consultants who work with professional service firms |
| Little-Known Shortcuts in QuickBooks | Think you know QuickBooks? Think again! There are many hidden gems in our beloved software, some of which have been hanging around since the early days, while others are new treasures. | Hard-core, long-time users |
| Marketing by Using Seminars, Classes, and Speaking Engagements | Using classes, seminars, and speaking engagements can help increase your business. Even with today's emphasis on social media, people still like to do business with people they know. Determine the skills you need, and see a demonstration of how a group like Toastmasters can help hone your presentation skills. | People interested in growing their practice through public speaking, classes, and giving seminars |
| More Than You Ever Wanted to Know About QuickBooks Lists and Their Clean Up | Lists are the backbone of QuickBooks. If Lists are not set up properly and/or properly maintained, there can be problems with transactions, reports, and the overall quality of QuickBooks data. Learn the basics, as well as advanced techniques, on cleaning up Lists. Also learn tips and troubleshooting techniques related to Lists. | QuickBooks consultants, professionals, and even end users who want to learn more about list management and clean up |
| Multicurrency Deep Dive | Learn how to work around the limitations of multicurrency in QuickBooks, and how to deal with complex situations. | Enterprise users |
| Navigating the Maze of Third Party Add Ins | Describing at a high level navaigating through the maze of product offerings available through the Intuit Marketplace and the Intuit App Center. Describing the difference between SDK based offerings and web based offerings. | ProAdvisors looking to expand ther business offerings. |
| NFP... 123 (All I Know About Non-Profit Consulting I Learned From Sesame Street) | Specializing in non-profit accounting and consulting can build off-season work. Until you gain expertise, helping your community may be the main benefit if you choose the right engagements. This presentation offers practical tips to reduce your learning curve as you build this area of your practice. | Accountants and consultants who wish to grow their practice by offering services to Non Profit Organizations |
| Online Banking Success - Workflow, Awesome Features, and Avoiding Technical Frustrations | Online Banking in QuickBooks does not just describe one feature, but several fantastic, time saving features that streamline data entry and the reconciliation of bank and credit card accounts. This presentation will discuss setup, workflow best practices, and avoiding the technical terrors which are crucial to success. | Bookkeepers, QuickBooks consultants |
| QuickBooks Data Management and Troubleshooting | This session will cover beyond QuickBooks database server issues, and provide information that attendees can take for immediate use. | |
| Receiving Money Anywhere | Using merchant accounts to collect credit card and e-check payments via e-mail, Web, cell phone, netbook and iPad | Accountants and QuickBooks ProAdvisors |
| Recognizing and Avoiding Pitfalls in Consulting Engagements | This session covers beyond sharing best practices. It's more about recognizing issues with client engagements before they arise. Covered issues include knowing how to smell trouble and adjust practices; what proper language to use, both when client-facing and for written communications; and how to do damage control and, more importantly, how to avoid it. | |
| Running Your Company Completely From the Web | By now, we've all read the headlines and heard the exhortations about how cloud computing (running our applications and storing our data on the Web) will transform our lives. And now it appears that anywhere, anytime computing is becoming a reality! But just what are some of the Web- based applications that will lead us into this exciting new paradigm? This session will spotlight a number of the hottest Web-based applications available today – some for a fee, but many of them FREE! Come learn how the promise of cloud computing is finally coming true. Get ready to be amazed! | All |
| Security and Fraud - Half-Day Workshop | We will discuss a broad range of security and fraud issues that are particularly relevant to small business consultants and their clients. IT security threats are constantly evolving, so an organizations response must evolve, as well, to stay ahead of the game. This session explores current security threats and discusses how the latest products and technologies can be applied to help practically and effectively combat these threats. Topics include phishing scams, social media concerns, keeping client data secure in the cloud, secure file exchange, latest anti-virus products and security suites, data encryption, data backups, and optimizing Windows 7 security. | Average public accounting practitioners and their clients who have little to medium knowledge of current data security, state legislative trends with respect to data security, and e-discovery best practices |
| Starting and Managing a Local Networking Group | Learn how to network with other QuickBooks ProAdvisors. Starting a local group is a great way to promote your business as well as connect with fellow colleagues. Learn tips and tricks to start and maintain a group. | QuickBooks ProAdvisors |
| Top 10 Tricks & Tips for QuickBooks | You know there has to be an easier way. This class is for both the beginner and advanced QuickBooks user to learn shortcuts, tips, and tricks to make working in QuickBooks easier. | New ProAdvisors who have been using QuickBooks for awhile but know there are easier ways to do things |
| Understanding Inventory in QuickBooks | This is a detailed look at how QuickBooks handles Inventory. Understand the difference between Inventory and Non-Inventory Items. | ProAdvisors who have customers that use inventory; any end users who use inventory |
| Welcome to the New Twitterverse! | Twitter takes networking to the next level. Go beyond your local chamber of commerce and find new opportunities in the world. Learn the details of Twitter and how to connect! Learn how to find followers, what makes a good reTweet, how to monitor your activity and, most importantly, how to turn this online relationship into a tangible business relationship. Bring your laptop and we'll get you started! | Anyone: Bookkeepers, CPAs, software consultants |
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