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Expert talks

Get tips and tricks on managing your accounts efficienlty from the experts in the field.

Expert talks
2nd September
9am - 10am PDT

Why do accounting firms need a CRM system- By Ty Hendrickson CPA

By Ty Hendrickson, CPA, Founder of Sales Seed.

By Val Steed, Product Expert

By Nathan R, Product Expert

By Talha Baqar, Product Expert

Ty Hendrickson, CPA will talk on how Implementing the right CRM in an accounting firm can be the secret to success.

2nd September : 9am - 10am PDT
Ty Hendrickson

By Ty Hendrickson

CPA, Founder of Sales Seed.

Val Steed

By Val Steed

Product Expert

Nathan R

By Nathan R

Product Expert

Talha Baqar

By Talha Baqar

Product Expert

90 Mins

Integrating Sales and Finance in the Cloud - Zoho CRM and Finance

By Susan Clark, Zoho Advanced Solution Partner

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

This session will do a deep dive into Zoho CRM and the Zoho Finance suite to learn how to setup the integration and how to maximize its usefulness.

Susan Clark

By Susan Clark

Zoho Advanced Solution Partner

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

60 Mins

Solutions for working from home for accountants

By Val Steed, CPA, CITP, MAcc - Director Accountants, Zoho

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

With working from home becoming a norm, we have Val Steed, Talha Baqar and Nathan Rodgerson discussing tips and solutions to make working from home effective.

Val Steed

By Val Steed

CPA, CITP, MAcc - Director Accountants, Zoho

Talha Baqar

By Talha Baqar

Program Manager, Zoho

Nathan Rodgerson

By Nathan Rodgerson

Marketing Manager, Zoho

56 Mins

Canada's economic response plan for businesses with Ward Blatch

By Ward Blatch, CPA, CA

We’re pleased to bring you an online learning session with Ward Blatch, CPA, CA, Director, K2E Canada Inc. In this session, Ward talks about Canada's COVID-19 Economic Response Plan that was laid out by the federal government and how it pertains to businesses.

Ward Blatch

By Ward Blatch

CPA, CA

58 Mins

Plan d'intervention économique du Canada pour les entreprises avec Marie-Andrée Giroux

By Marie-Andrée Giroux, FCPA, FCMA, Partenaire Zoho

Le gouvernement du Canada a proposé diverses mesures de redressement pour atténuer les répercussions économiques du COVID-19 sur les entreprises canadiennes, y compris le soutien aux travailleurs autonomes.

Marie-Andrée Giroux

By Marie-Andrée Giroux

FCPA, FCMA, Partenaire Zoho