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HOW CPAS CAN BEST SERVE THE SMALL BUSINESS COMMUNITY - WHAT THE DATA TEACHES US

Cost Free
Presentation Length 1.5 hours

Recorded DateSeptember 30, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

How do you know if you're providing the services your clients really want? It is more important than ever to understand the needs of clients and their perception towards technology solutions, accounting services and the client relationship with their CPA. Join Doug Sleeter, of The Sleeter Group, Inc. who will discuss the key findings of his firm's recent research of small and medium sized businesses.

Learning Objectives

  • What SMBs want from their Accounting Professional.

  • SMBs thoughts on what CPAs should be an expert in.

  • What you can do to keep your attrition rate low.

  • Also a sneak peak of their Tracking Study results for Cloud Technology Adoption Rates and Market Awareness. (When should you adopt the cloud?)

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Testimonials
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Jean, CT

"Not only did I get a lot of useful information from this webinar, presented by a professional, articulate and obviously experienced presenter, but this webinar addressed a topic that is closely aligned in almost every aspect of my practice. Designed for the small business practitioner who serves a small business, the information was timely, on point, and immediately usable. Um, "strategery?" :-) This is one of my top 5 so far!"
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Robert, CA

"Doug, is very knowledgeable, having been in the business for an extensive period of time. The studies that he has conducted provided great insight to what the new world small business owners' are expecting from today's CPA's. The presentation highlighted the need for cultural and organizational changes that are needed to move into the twenty-second century and satisfy the wants and needs of the new world business professional."
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Barbara M., MT

"I am looking to return to public accounting and appreciate this insightful and trending research. I also follow Sleeter's QuickBooks and Beyond email updates to stay abreast. Thank you for offerings to the accounting community."
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David, CA

"Doug is an excellent speaker and presenter. After this session, I was able to better understand why knowing the technology side of the business would allow a CPA firm to better serve their clients."
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Cheryl, PA

"This was one of the best webinars to date. Doug was an engaging and effective speaker and I really enjoyed listening to the presentation."
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Shirley, VA

"Doug Sleeter does an excellent job presenting relevant material for accountants!"
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Amy, TX

"The webinar covered a very interesting topic. The material was presented well."
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Kawaljeet, TX

"Doug is an excellent presenter. Thanks for sharing the knowledge!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Doug Sleeter

Sleeter Consulting
Founder, The Sleeter Group
doug@sleeter.com
9252006365

Sleeterconsulting

DougSleeter (@dougsleeter) is the founder and former CEO of The Sleeter Group, an international network of accounting software consultants, and the former producer of SleeterCon, an annual conference and tradeshow for accounting professionals.
 
In 2017, Doug was inducted into The CPA Practice Advisor Hall of Fame in the accounting profession. He was also named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2015. In 2013, he was recognized by Small Business Trends with the Small Business Influence Champion award.
 
Doug is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.
 
In 2015, he sold The Sleeter Group to Diversified Communications (www.divcom.com) and the company has since become The Accountex Network and the conference has become AccountexUSA.com.
 
Always in search of the next big thing, he is currently focusing on blockchain technology and crypto currency. He believes these technologies will change virtually everything in global commerce.
 
In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems.
 
Doug is the author of numerous books and courseware materials including The QuickBooks Consultant’s Reference Guide, and QuickBooks Complete, a college textbook.
 
Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts degree in Computer Information Systems. Doug and his family live in Pleasanton, CA. Doug's hobbies include woodworking, golf.

About Our Presenter

Sleeterconsulting
The Sleeter Group (@SleeterGroup) is dedicated to helping accountants and small businesses work together by using the most innovative and tested tools/systems to generate greater efficiencies and higher profits. We represent an independent view, separate from any particular company or product, and we evaluate solutions based solely on how they meet the demands of small business owners. We have developed a broad range of "best practices" for proper implementation of small- to medium-sized business accounting software systems, and we act as the most trusted advisors for the accounting consulting community. Our Sleeter Group Consultants Network is a community of over 700 accounting experts who provide consulting services to over 300,000 small-to medium-sized business owners in the accounting software and business process design areas. Sleeter Consultants Network Members provide the critical glue — consulting and implementation services — that connects technology solutions to the needs of small- to medium-sized business clients. In addition to the Consultants Network, resources from The Sleeter Group include reference books, webinars, seminars, an annual Accounting Solutions Conference and Tradeshow, a QuickBooks consultant certification program, practice management tools, QuickBooks teaching systems, QuickBooks assessment exams, a restaurant accounting system, and an accounting solutions Blog. The Sleeter Group was established in 1994 and is based in Pleasanton, California, in the San Francisco Bay Area.