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QB Community Live Matthew Fulton & Lynda Artesani

It Takes a COMMUNITY to Grow a Successful Business.

Scaling New Heights 2020

November 8th – 11th, 2019

Come Join us for all the fun!
We are both excited to be speakers at this years Scaling New Heights event.

Using Live Streams to Grow Your Firm

You have successfully mastered Zoom meetings and now you want to share your knowledge with the rest of the world through livestreaming. During this interactive session, we will introduce the different between an online meeting and a webinar and the best tips and tricks to stream online to Facebook, YouTube, Twitter & more!

  • Attendees of this session will automatically be invited to a follow up mastermind session two weeks after SNH to check in on members progress!

 

Speaker: Matthew Fulton
To Submit or Not To Submit – Understanding PPP Loan Forgiveness

The Paycheck Protection Program Flexibility Act dramatically changed how loan forgiveness would be handled for loan recipients. Join Matthew Fulton of Parkway Business Solutions as he discusses the latest information available before submitting your loan forgiveness application.  Matthew will also take questions from the audience.

 

Speaker: Matthew Fulton
COVID After PPP Funds Run Out

What can you do when your PPP funds have already been spent, and then an employee contracts COVID? Lean about the Families First Coronavirus Act (FFCRA) and your requirements as an employer to provide paid time off due to the Coronavirus.

 

Speaker: Matthew Fulton
Introduction to Microsoft Teams for Accounting Firms

For accountants and tax professionals, it can be difficult to find a project management tool that simplifies that data collection process at the same time. Join Matthew Fulton of Parkway Business Solutions as he demonstrates how they uses Teams to collaborate with clients as well as their remote team members.

 Speaker: Matthew Fulton

I Just Started my Bookkeeping/Accounting Firm, Now What?

QB Community Live members, Matthew Fulton and Lynda Artesani will combine forces to help you learn how to get your new business off the ground and what you need to do to market and grow your firm.  Learn best practices to set your firm up for success!

Learning Objectives: 

  • Learn how to advertise and get your business started
  • Client tips for onboarding
  • Learn how to set up proper workflows for your clients
Speaker: Lynda Artesani
 
Role Play Your Way to Advisory

This session will give you the skills to analyze the data in the customer company file to help create the high value deliverable to the client. Learn how to lead the advisory meeting. 

We will role play the conversation and help the audience learn how to handle the difficult questions from clients.

Learning Objectives: 

  • Add advisory services to the services you sell
  • How to analyze the data and create client-ready budgets, cash flow, forecasting and financial statements for your customer
  • Learn the skills for a successful client meeting on advisory services
Speaker: Lynda Artesani
Why A Niche Strategy Plan is Your Path to The Future

Learn the skills necessary to move your firm into specializing.

Learning Objectives: 

  • Learn the steps to specialize in your firm
  • Learn why to niche
  • Learn how to select your specialty
  • Learn how to navigate a plan to specialize.  What do you need to learn to be that “expert” in the chosen field
Speaker: Lynda Artesani

Did you Attend QuickBooks Connect Last Year?

San Jose, California
November 6th – 8th, 2019

Using Custom Fields in QuickBooks Online Advanced to Solve Professional Services Client Reporting Needs
Data Quality is vital to the success of any business, especially companies in the professional service sector. Whether you are serving a law firm, accounting practice, or marketing company, the importance of tracking specific details at the invoice level often becomes time intensive and expensive. Discover how using custom fields in QuickBooks Online Advanced will increase your profitability by streamlining your workflow while improving the accuracy of your data.

Speaker: Matthew Fulton
Power Panel: How to Provide Advisory Services to Your Legal Firm Clients

If you already have law clients, you want to evolve the relationship. To do that, you need to know the specifics of law firm workflows, who works there, metrics and compliance.

Panelist: Lynda Artesani

San Jose, California
November 5th – 7th, 2018

Toronto, Canada
December 3rd – 5th, 2018

iPhone Video Challenge

Community Live is not just another QuickBooks Web Series!
Join the live chat with MatthewLynda  as they discuss current topics affecting the Intuit Community Members.

If you are a business owner, bookkeeper, or an accountant, with questions join our Facebook Group to learn more about:

 
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