Don't miss this opportunity to network with your colleagues, learn how to succeed in the QuickBooks consulting market, and learn in-depth technical skills from the country's leading QuickBooks expert advisory group.
Topics
The conference will focus on the hot topics that
drive your success in QuickBooks consulting.
Wednesday, Nov 3rd - "Solutions
Day"
Successful QuickBooks Consulting
This session will highlight the strategies and tactics that will determine your
success in the QuickBooks Consulting Business. Learn our proven methods for
marketing your practice, developing your services, and communicating with your
clients to ensure that both parties get the most from your services.
Construction and
Job Costing
In this session, we will drill deep into the builder-contractor business by
showing how to deal with the tracking and reporting they need.
QuickBooks for
Retail
We'll show you how to set up QuickBooks for the retailer, and how to record
summarized daily transactions manually, as well as discuss the alternatives
for using POS add-on software for some clients. Learn setup, integration options
for QuickBooks
POS and AccuPOS,
and best practices for retail clients.
QuickBooks for Not-for-Profits
Learn best practices for setting up and using QuickBooks in not-for-profit organizations.
From using the Unified Chart of Accounts (UCOA), to setting up lists to track
funding sources, program expenses, grants and donations, this session will really
get you thinking about how QuickBooks can be used in the not-for-profit world.
Professional
Services/Legal/Time and Billing
The Professional Services businesses have some of the toughest problems for
the QuickBooks consultant. Learn all about setting up Lawyer's Trust Accounts,
to handling Retainers, to tracking billable time and expenses, to to developing
proper reports for all of the needs of the professionals. Learn how BillQuick
from BQE Software helps solve your client's time and billing needs.
Thursday, Nov 4th - "Intuit Day"
QuickBooks Overview of Offerings for
2005! - Rich Walker, Director - Accountant
and Advisor Relations, Intuit Inc.
QuickBooks New Features for 2005
- Tina Gray, Product Manager - QuickBooks Accountant Edition, Intuit Inc.
QuickBooks Enterprise - Bill Lucchini,
Director - QuickBooks Enterprise Solutions, Intuit Inc.
QuickBooks Online Edition - Laurel Lee/Paul
Rosenfeld, Product and Business Managers - QuickBooks Online Edition, Intuit
Inc.
Intuit Payroll Solutions - Bob Lewis,
Payroll Engagement Manager, Intuit Inc.
Intuit Business Solutions (MAS, Billing,
BillPay) - Jim Chidester, Sr. Product Manager - Merchant Account Services,
Intuit Inc.
The Intuit Developer Network - Ed Shaffer,
Acting Manager- Intuit Developer Network, Intuit Inc.
Town Hall - Feedback to Intuit - Intuit
Team Members moderated by Rich Walker, Director - Accountant and Advisor Relations,
Intuit Inc.
Evening Cocktail Party!
Join us at our Conference Cocktail Party to network with other conference
attendees, Intuit executives, Sleeter Group Consultants, and QuickBooks Add-on
Developers.
Friday, November 5th - "Taking
the Next Step"
Industry Trends - Rene Lacerte, Founder
and CEO, Paycycle, Inc. - Learn the latest trends in payroll and how they can
impact your clients. Mr. Lacerte shares insights on emerging technology, government
regulation, and consolidation in the payroll industry.
When Is Your Client Ready For Master Builder?
- Leslie Shiner, Sr. Industry Advisor - Intuit Construction Business Solutions
Announcing QDA Systems - Joe Cambra, QDA
Systems Inc.
Engagement Management, SSARS Compliance, Ethics
- Joe Woodard and Louis Gutberlet - In this session, you'll learn innovative
marketing techniques for building your practice and some of the new ethics rules
relevant to QuickBooks consulting.
Ten Awesome Add-Ons - Presented by Sleeter
Group Experts: Doug Sleeter, Dawn Scranton, Joe Woodard, Steve Green, and Anna
Sheets - Learn about how these tools help you in your consulting practice! We've
defined an "awesome add-on" to be those special QuickBooks add-ons
that help QuickBooks consultants do their jobs better.
QDA+
- QDA+ automates your QuickBooks data file analysis and provides a system
for managing your QuickBooks consulting practice.
Remote
Accounting Solutions - Without leaving your office, you can view and modify
your client's data and automatically back it up on the client and accountant
side, all without using a third party web site or service.
and more!
Break Out Sessions
Construction & Job Costing Session
Building Your Construction Consulting Practice - Leslie Shiner
Certified Payroll - Doug Sleeter AccountingPro
- Diane Gilson
Question & Answer Session with Sleeter Group Experts
Professional Services Session HindSite
- David Crary BQE
Software (BillQuick) - Will Breiholz PayCycle
- Michael Lin
Question & Answer Session with Sleeter Group Experts
Not-for-Profit Session B2P
Commerce (NonProfitBooks)- Jeff Olson
Question & Answer Session with Sleeter Group Experts
Accountants, Bookkeepers, CPAs, QuickBooks Consultants
and "Power Users" of QuickBooks software. This is an expert level course, not
a beginners seminar. The prerequisite for this course is to have a good working
knowledge of QuickBooks and accounting. This is not a hands on course. The course
is taught using the "Big Screen" method. Hands-on labs will be available for questions. Please bring your laptop.
Hotel Information:
The conference is being held at the Renaissance Boca Raton Hotel. The hotel is situated in the southern half of Florida, convenient to Fort Lauderdale and West Palm Beach airports (approximately 20 miles from
either airport).
Renaissance Boca Raton Hotel
2000 NW 19th Street
Boca Raton, FL, 33431
Phone: 1 561-368-5252 Fax: 1 561-750-5437 Hotel
Website
Register Now
Guest Room Reservations:
The Sleeter Group Guest room block at the conference hotel has sold out. HOWEVER there are still rooms available at the Holiday Inn Boca Raton Town Center (rate of $119 per night). The Holiday Inn is less than a one minute walk from the conference hotel. Contact the Holiday Inn at 561-368-5200. The Courtyard Marriott, also a short walk, is $119 per night. Call the Courtyard Marriott at 561-241-7070. If you have any problems booking a room please contact our office so that we can assist you.
7:30 am - 8:00 am Registration and Coffee
8:00 am - 11:45 am Morning Session
11:45 am - 1:15 pm Lunch
1:15 pm - 5:00 pm Afternoon Session
November 4th only - 7:30pm Conference Cocktail Party
Regular Price:
$399*
* Discounts:
Three Day Conference: $399 for all three days! Additional attendees pay only $379.
Special Pricing for Sleeter Group Consultants:
Standard Consultants $359
Premier Consultants $199
(Consultant pricing will be adjusted after we receive your registration.)
Special Pricing for 2004 One-Day Workshop Attendees:
Regular Attendee $359
Additional Attendee $379
Standard CCN $319
Premier CCN $169
CPE Credits: 24
The
Sleeter Group, Inc. is registered with the National Association of State
Boards of Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-484-5484.
The Sleeter Group is also registered with the Internal Revenue Service for Enrolled Agents.
Cancellation Policy:
Cancellations must be made 72 business hours in advance of conference in order to receive a full refund (be sure to obtain a cancellation number from us). If you cancel less than 72 business hours -you will receive a conference credit for a future workshop of equivalent value and or products in lieu of conference. "No shows" are not eligible for refund or conference credit. Should you need to send someone in your place, please contact our office in advance. For information regarding problem resolution or refund, contact Donna Sobzak at our office: 888-484-5484.
100% Money Back Guarantee:
If at any time you feel that a conference or seminar does not meet your expectations, inform a Sleeter Group staff member during the conference or seminar, return any materials that you have received and we will refund 100% of your registration fee within 10 business days.
Contact 
The
Sleeter Group, Inc. is registered with the National Association of State
Boards of Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-484-5484.
The Sleeter Group is also registered with the Internal Revenue Service for Enrolled Agents.