QuickBooks Online in Client Accounting Services (CAS) Panel Discussion | How to Integrate QuickBooks Online Into Your Outsourced Accounting and Finance Technology Stack | Part 1 || Joshua Feinberg of Vic.ai Academy | Dan Luth of Ignite Spot Accounting Services | Connie Hammell of KWC | Caleb Jenkins of RLJ Financial Services | Jeff Wilson of The W2 Group || Part 2 || Joshua Feinberg of Vic.ai Academy | Deborah Defer of BDO USA | Michael Doody of EFPR Group | Elinor Litwack of GRF CPAs & Advisors | Candy Bellau of Kramerica Business Solutions

Hosted by
Joshua Feinberg of Vic.ai Academy

In Vic.ai’s inaugural report on The State of Client Accounting Services and Outsourced Accounting, 93% of respondents indicated that they use QuickBooks Online (QBO) as part of their technology stack.

At its recent Investor Day, Intuit revealed that QuickBooks Online now has 5.1 million customers, $2.2 billion in ecosystem revenue, and 18% year over year growth.

Intuit has built up a massive QuickBooks Online install base that’s clamoring for external accounting professionals' assistance.

However, the business of client accounting services (CAS) and outsourced accounting is changing rapidly, with clients requiring new services that didn’t even exist 12 months ago. 

And there is intense urgency to modernize accounting practices and add more value as trusted advisors -- delivering business-changing insights to clients. Why? The World Economic Forum forecasts that Accounting, Bookkeeping, and Payroll Clerks will be one of the most rapidly contracting job categories over the next five years.

And that’s the reason why Vic.ai Academy has invited together eight expert panelists, representing some of the top QBO experts in the U.S., to share how their teams use QuickBooks Online to build successful CAS practices. And just as importantly, our panelists will offer timely insights and advice on how you can integrate QuickBooks Online into your outsourced accounting and advisory technology stack.

When you register to watch the recording of the QuickBooks Online in Client Accounting Services (CAS) Panel Discussion, you’ll learn how to:

  • Get started with QuickBooks Online
  • Identify industries where QuickBooks Online can be incredibly valuable 
  • Focus your initial platform adoption within the most impactful areas
  • Build a CAS team that’s optimized for QuickBooks Online
  • Decide where your clients should and should not be
  • Integrate QuickBooks Online with your CAS technology stack
  • Position, market, and sell CAS more effectively because of QuickBooks Online
  • Migrate from a desktop-based or another cloud accounting platform into QuickBooks Online
  • And much more!

This two-part webinar series is especially crucial for QuickBooks ProAdvisors, CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controllers, and outsourced CFOs.

 

Part 1 Panelists:

Dan Luthi
Chief Operating Officer
Ignite Spot Accounting Services

Dan Luthi Chief Operating Officer Ignite Spot Accounting ServicesDan Luthi is COO of Ignite Spot, an outsourced accounting firm. He’s helped hundreds of businesses throughout the United States improve accounting, reporting, and technology systems. Dan currently serves as one of fifteen accountants in the world on the Intuit Accountant Council, a group that helps shape QuickBooks' direction. He has accounting experience in several industries, from pharmacies to restaurants and golf courses. Ignite Spot's team members are small business growth addicts. They provide outsourced accounting services and then use that financial information to build businesses and Ignite them to the next level.

 

Connie Hammell
Managing Principal
KWC

Connie Hammell Managing Principal KWCConnie Hammell is the Managing Principal of KWC. In addition to leading the Firm, she heads up the Client Advisory Services group, which focuses on helping clients modernize (or create!) their accounting function to take advantage of technology and allow for scalability. She is passionate about taking the finance function's pain points and recreating them to be strengths that allow the business owners to focus their attention on growth. Connie currently serves on the Intuit Accountant Council, a group of peers that provide feedback and direction to Intuit as it relates to QuickBooks products. The industries that KWC’s Client Advisory Services Group serves are government contractors, consultants, and medical groups.

 

Caleb Jenkins
Business & Accounting Leader
RLJ Financial Services

Caleb Jenkins Business & Accounting Leader RLJ Financial ServicesCaleb currently leads the outsourced tax planning and business accounting services team. Growing up in the shadow of his father’s accounting practice, he started using QuickBooks Desktop at around age 10 to track his lawn-mowing, cookie-baking, and road-side cherry-stand business ventures over the following few years. After embracing technology, Caleb was once recognized as the youngest QuickBooks ProAdvisor in the global ProAdvisor program to become certified at age 16. One of his awards include Top 10 QuickBooks ProAdvisor (Insightful Accountant), and he has served as an Intuit Trainer/Writer Network and on the Intuit ProConnect Customer Tax Council.

 

Jeff Wilson
Principal
The W2 Group

Jeff Wilson Principal The W2 GroupJeff Wilson founded the W2 Group in 2009. Before starting his firm, Jeff worked in public accounting and private industry in the DC area. His desire to help businesses and individuals improve their bottom lines led him to create a new firm type. Jeff is a CPA and trusted business advisor that helps executives and senior leaders build and maintain strong and profitable organizations. He leverages innovative cloud-based accounting solutions that allow management to lower back-office operations costs while maintaining strong internal control environments.

 

Part 2 Panelists:

Deborah Defer
Managing Director, Business Services and Outsourcing
BDO USA

Deborah Defer Managing Director, Business Services and Outsourcing BDO USADeborah (aka “Dr. QuickBooks”) has a diverse background that includes racehorse breeding, driving a rescue squad, automating the family finances, and budgeting with an early version of QuickBooks. As her expertise grew, she joined a regional accounting firm that was later acquired by BDO. After being asked to take a leadership position in Outsourced Accounting, Deborah has helped clients embrace QBO and related technology, which fed her passion for assisting small-and-medium-sized businesses to gain more control and efficiency with their finances. Deborah has expertise in QuickBooks Desktop, QuickBooks Online, Bill.com, TSheets, and other applications that make accounting easier. Deborah’s awards include Top 100 ProAdvisor for six years.

 

Michael Doody
Managing Principal, EFPR Solutions
EFPR Group

Michael Doody Managing Principal, EFPR Solutions EFPR GroupMike Doody is a Partner in EFPR Group’s Tax & Business Services Department. He is also a Managing Principal of EFPR Solutions, LLC, which provides outsourced accounting services and accounting automation services. Mike works extensively with owners and management of closely-held businesses across upstate New York, performing financial statement review and compilation services as well as business and individual tax planning and compliance. His clients represent a diverse range of industries, including manufacturing, printing, development-stage companies, equipment leasing, and food processing, as well as professional service firms. He has also worked closely with high tech companies, other “green” business ventures as well as foreign corporations looking to expand to the United States. He has also made presentations on the tax incentives available to green businesses.

 

Elinor Litwack
Partner, Outsourced Accounting & Advisory Services
GRF CPAs & Advisors

Elinor Litwack Partner, Outsourced Accounting & Advisory Services GRF CPAs & AdvisorsElinor Litwack has worked in accounting since 2005 and has played a pivotal role in transforming client accounting engagements over the past decade. She specializes in providing financial and organizational solutions to nonprofit organizations and professional services firms, utilizing state of the art technology combined with deep industry expertise. Elinor brings value to her clients through her proficiency in systems design, cloud computing, audit preparation, and accounting best practices. She is a certified QuickBooks ProAdvisor, a certified Sage Intacct Accounting Specialist, and is experienced in other accounting software. Additionally, Elinor is on AICPA’s Digital CPA Advisory Committee and was nominated for the Greater Washington Society of CPAs’ 2015 Women to Watch Awards. Elinor is also a founding member of Women on the Move, GRF’s women’s leadership initiative formalized in 2019.

 

Candy Bellau
Owner
Kramerica Business Solutions

Candy Bellau Owner Kramerica Business SolutionsAfter first learning on green ledger paper, Candy taught herself to set up automated accounting systems by age 16; she set a career course. Candy founded Kramerica Business Solutions in 2007 to provide real answers and solutions to small business owners by finding ways to set up virtual platforms to take care of client needs, cut costs, and help clients become tax-ready. She first started her firm in New York and later moved to New Orleans, Louisiana. As a former CFO and current business owner, she found the two big common denominators that provided her with job security: inaccurate financials and business owners who were not getting the data they needed. Candy focuses on bookkeeping, financial management, and coaching for her small-and-medium-sized business clients.

 

Moderator:

Joshua Feinberg of Vic.ai Academy and Host of the AI in Accounting Podcast

About Joshua FeinbergBefore joining Vic.ai in 2018, for the better part of two decades, Joshua Feinberg consulted with marketing, sales, and channel teams in and around the SaaS, cloud services, managed services, data center, and hosting industries. As the son of a retired CPA and retail controller, Joshua got his first taste of accounting at age 10 when his dad insisted he keep an accounts receivable sub-ledger for his paper route. Joshua's been consulting with, and designing and selling IT to, accountants since 1992.

 

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