2024 Can't-Miss In-Real-Life Accounting Events
I'm thrilled about the upcoming events in the accounting world!
The approaching webinars, workshops, and conventions will be filled with valuable insights, showcasing the latest innovations, and the networking opportunities will be fantastic.
The real magic happens in our organic interactions—discussing accounting tech, exploring new apps, sharing client stories, and exchanging tips on managing our businesses.
Whether I'm attending or speaking, I can't wait to connect and learn together. See you there!
Scaling New Heights - Boldly Go | June 16-19
I'm excited to be hosting three sessions. The first, Making Your Workflow App Work For You, will focus on choosing and implementing a practice management app. In Do You Google - Part One, we'll dive into Chrome identities, themes, and customization. In Do You Google - Part Two, we'll explore the efficiency of Google apps and how to maximize their potential.
Get Connected by QuickBooks | June 24-25
Get Connected unites our community of accountants, industry experts, and the Intuit team for two days of leadership, education, and networking. I will be hosting a meet-up on workflows in cloud-based firms. And I will also be moderating an exciting session called QBO Tips & Tricks Showdown.
Tax Twitter Retreat | July 19-20
Join us for a weekend packed with community, engaging education sessions, and opportunities for aspiring speakers to shine. Whether you're a seasoned pro or a fresh face in the tax world, The Tax Retreat promises an unforgettable experience where connections are made, laughter is abundant, and memories are cherished.
Bridging The Gap Conference | July 22-24
Take advantage of an exceptional opportunity to experience three days of meaningful discussion and interaction in our nation’s charming Windy City, Chicago, Illinois. This is your chance to link arms with colleagues from diverse backgrounds and come together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success!
Xerocon Nashville | August 14-15
I'm excited to attend Xerocon Nashville, an unmissable conference for accounting and bookkeeping leaders from the United States, Canada, and beyond. This event promises fresh features, innovative apps, and creative ideas. Attendees will discover new Xero enhancements and connections designed to streamline and grow their businesses.
Buy one Xerocon ticket and receive a second ticket for free!
Email your Xerocon 2024 ticket receipt to: galya.obadia@xero.com
Subject line:
Claim my BOGO Xerocon 2024 ticket.
Include in email:
Attach a copy your Xerocon 2024 ticket receipt
State the first and last name of the person who is claiming the second ticket.
Xero will generate a code and email it to you so the second free Xerocon 2024 ticket can be claimed!
CPB Canada Ignite Conference | September 10-13
The IGNITE 2024 Conference brings together Canada’s community of bookkeeping, accounting, and finance professionals along with a range of industry partners. Whether you are a sole proprietor, work at or manage a small, medium, or large practice, or have a career in accounting, IGNITE 2024 has much to offer you – from peer networking, over 50 hours of professional development sessions, an expansive tradeshow, and a range of social events.
Intuit Connect Las Vegas 2024 | October 28 - 30th, 2024
This is one of my favourite events of the year and I can’t wait to hang out with my peers and friends there - please be one of them joining us!
Experience the power of the Intuit platform at Intuit Connect, designed to help you and your clients thrive. Discover the connected set of QuickBooks tools and services – including accounting, payroll, payments, and workforce, as well as access to capital and Mailchimp marketing solutions – all in one place.
Featured Template
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Featured Template ~~~
15% off discount code: BLOG
One of the things we love about QBO is its custom reports. But... they can be tedious to set up.
That's why we've created a system of Chrome report bookmarks that makes generating dozens of common reports super quick & efficient.
Uploaded in seconds, these report bookmarks will make your team more effective and the reporting you give your clients more consistent.
Stop wasting time creating custom reports every time. Create an efficient reporting system that increases engagement with clients as they become more comfortable with online accounting.
What You Get:
A complete step-by-step guide to optimizing your Chrome Browser
A Chrome Bookmarks Bar to Import
Bookmarks are nestled in folders for a single clickthrough to your most common QBO actions. Never be at the mercy of clunky and often hidden navigation again.
Reports you need every day, all day - AP/AR/P&L Comparative/BS - in a folder to open with a single right-click
Direct links to the reports tab, search bar, customers, vendors
A folder with direct link bookmarks for all your QBOA work (overview, reclassify, reconcile, bank feeds, bank rules, recurring, settings, lists, audit log...)
AR and AP transaction action folders
A folder with common fintech apps links
Report bookmarks for Fiscal & Calendar Year End, Month End, YTD, Backups - there are dozens of reports cued up and ready to import into QBO client files - all with consistent naming conventions, date ranges and client name/logos all preset
You will marvel at the efficiency of using Chrome folders and bookmarks in your cloud accounting day! You will wonder how you ever worked any other way.
Check out my Youtube videos on Chrome Here
Simply yours, Kellie :-}
::Shameless Call To Action::
I sell bookkeeping templates, standard operating process handbooks and client guides.
15% off discount code: BLOG
