Complete the form on this page to watch Sage Intacct in Client Accounting Services (CAS) Panel Discussion (Webinar Recording)

Within this accounting industry and beyond, Sage Intacct has become the cloud financial software platform of choice for small- and medium-sized businesses.

Within this accounting industry and beyond, Sage Intacct has become the cloud financial software platform of choice for small- and medium-sized businesses. 

Sage Intacct is very popular among enterprise finance teams in many different industries including, construction, hospitality, healthcare, and nonprofits.

At the same time, Sage Intacct has also become widely adopted by CPA firms and outsourced accounting teams that provide accounting, bookkeeping, and financial advisory services to small businesses.

To help set you up for success in building your Client Accounting Services (CAS) practice on top of Sage Intacct, Vic.ai Academy invited four expert accounting professionals and technologists from some of the nation’s top accounting firms to share their best practices.

When you register for the Sage Intacct in Client Accounting Services (CAS) Panel Discussion, you’ll learn how to

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

This webinar is especially crucial for CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controllers, and outsourced CFOs.

 

 

Moderated By:

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

Presented By:  Joshua Feinberg of Vic.ai Academy and Host of the AI in Accounting PodcastBefore 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.

 

Expert Panelists:

Michelle Schimberg, CPA Director, Business Outsourcing Services ArmaninoMichelle Schimberg, CPA
Director, Business Outsourcing Services
Armanino

(Popular speaker at Sage Intacct Advantage conferences)

Michelle Schimberg started at Deloitte and then spent 25 years of her career leading finance teams in nonprofits. Her experience grew as she focused on updating the accounting system at each level of her career to optimize results. After discovering Sage Intacct and using it primarily in the nonprofit sector, Michelle fell in love with it. 



Kevin Stewart, CPA Principal, Client Accounting Services Practice Leader Briggs & VeselkaKevin Stewart, CPA
Principal, Client Accounting Services Practice Leader
Briggs & Veselka

Kevin Stewart has worked within the professional services, public, and private sectors, including Charming Charlie, Grant Thornton, PricewaterhouseCoopers, and Walmart. Kevin understands and has a deep interest in risk, and he facilitates accounting and finance teams to remediate failures and stabilize their present to support their future growth. In his leadership role at Briggs & Veselka, Kevin is responsible for all non-tax accounting support operations, including payroll, accounts payable, general accounting, fixed assets, and financial reporting.



Jim Norton, CPA Manager of Software Consulting Dean DortonJim Norton, CPA
Manager of Software Consulting
Dean Dorton


(Popular speaker at Sage Intacct Advantage conferences)
(Sage Intacct Implementation Specialist)

Jim Norton is a Connecticut-based CPA with over 11 years of experience in accounting and financial systems. His favorite niche and focus area is Nonprofit organizations, but he's worked extensively in many other industries, with both US-based and multi-national/multi-currency accounting needs. Jim has been a featured speaker at Sage Intacct’s Advantage user conference for the past two years, is invited to speak frequently at Sage Intacct Partner meetings, and delivers regular educational presentations for Sage Intacct clients across a variety of advanced topics. To date, Jim has assisted nearly a dozen other firms with Sage Intacct demo, sale, implementation, training and other consulting needs. He has a proven track record of winning deals when given the opportunity to talk with prospects.

 

Michele Maybaum, CPA Partner Raich Ende MalterMichele Maybaum, CPA
Partner
Raich Ende Malter


(Certified Intacct Implementation Specialist)
(Certified Intacct Accounting Specialist)

Michele Maybaum is a Partner at Raich Ende Malter & Co LLP in New York, focusing on outsourced CFO services, profitability consulting, and technology solutions. She uses a client-centric approach to assist business owners in getting their accounting into the cloud and getting the critical data to make decisions for growth and profitability. Michele’s current concentration is on expanding the cloud-based client accounting service practice at REM using Sage Intacct.

 

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