Content Provider
Rootworks

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Root roadshow

VIRTUAL ROADSHOW: HOW TO HELP YOUR CLIENTS MOVE TO THE CLOUD

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Are you ready for your clients to experience the benefits of the cloud, yet not sure where to start?

You’re not alone.

The best place to start is with simple, single-purpose apps that are easy to use and learn.

Yet which apps, and how do you introduce them? Darren Root, CPA and industry thought leader, has arranged a special virtual roadshow to help accounting professionals take the next steps to move your clients to the cloud.

This is not your typical webinar. During this interactive session, Darren will walk you through the best cloud-based productivity tools for small, medium businesses (SMBs), and the benefits of using the cloud to achieve business goals and support the life you (and your clients) want.

Learning Objectives

  • Overview of the best cloud-based productivity tools on the market for SMBs: Bill.com - providing fast, easy and secure business payments; TSheets - time tracking employees love that also saves businesses thousands of dollars a year on payroll; and, ReceiptBank - for easy automated expenses.

  • Learn how these types of tools can you help create a business that is a “Firm of the Future”

  • Easy ways to get your clients started and special benefits you can earn by referring

  • Q&A - plenty of time for you to ask questions and hear examples of how accounting professionals just like you have used these apps to revolutionize the way they do business

Linkedin

Darren Root, CPA, CITP, CGMA, serves as Chief Strategist for Rightworks. Darren has over 30 years of experience as a CPA and in management within the profession. He has vast accounting expertise and a passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren has earned numerous awards and continues to contribute to the profession with books, articles, podcasts and shows that educate and inform the industry in all areas of firm operations, industry trends and business models.

  • Top 100 Most Influential People
  • Top 25 Thought Leader
  • Author of The Intentional Accountant
  • Co-author of The E-Myth Accountant
  • Creator of the Better Every Day with Darren Root podcast

Linkedin

Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

Linkedin

Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.

Linkedin

Tanya Roberts

BILL
VP of Corporate Marketing
troberts@hq.bill.com
(650) 353-3301

Tanya is a leading marketing visionary with a track record of helping companies establish strong corporate brands and growth. Before joining Bill.com, she served as Senior Vice President of Marketing for GreenRoad, a green transportation technology company, as well as acting Vice President of Marketing for Drivewyze, a leading technology provider for commercial vehicle operators. She also held leadership roles at Intuit, SugarSync and PayCycle, Bill.com CEO and founder René Lacerte’s first successful start-up.

Linkedin

Debbie Birkland

TSheets
Empress of Employee Euphoria
debbie_birkland@intuit.com
(888) 836-2720

I have the privilege of supporting our PROs (QB Proadvisors, CPAs, Accountants, Bookkeepers) and working with them to determine if TSheets' time tracking solution would be a great fit for their clients. This includes providing personalized demos of TSheets, phone support, as well as technical support of our product.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Rootworks
The landscape of the accounting profession is one of rapid change, requiring practitioners to keep pace with every aspect of firm operations—from technology to branding. Over the years, Rootworks cofounders witnessed many practitioners struggling to keep pace, while at the same time recognized the absence of a dedicated resource to help accounting professionals manage change to build a thriving business. From these observations, Rootworks was born, and today it has grown into the profession’s leading membership-based organization offering ongoing coaching and support services in technology, practice management, marketing strategy and communications, branding, web development, firm administration, security, and more. Rootworks’ expert team provides practitioners with a proven and tested roadmap and dedicated support to build and manage a Modern Firm®.