The free three-day finance seminar helps you gain a strong grasp on Zoho Finance products. The seminar hosts sessions with premium partners and product experts of Zoho. Explore how the Zoho Finance suite helps businesses manage their entire back office operations.
| Time PST | Session Name | Presenter | Description | |
|---|---|---|---|---|
| 9:00 AM (15 mins) | Introduction to the Zoho Finance Suite | Nathan Rodgerson | Welcome to the 2023 Zoho Finance seminar! The session provides a quick overview on how Zoho Finance suite can improve your business processeses, along with the different sessions to follow. | |
| 9:15 AM (30 mins) | Advanced Zoho Books Features | Nathan Rodgerson | Zoho Books has evolved from a simple online accounting software to a powerful financial platform. From basic bookkeeping to advanced workflows, growing businesses can use Zoho Books to manage their finance. In this session, we will deep dive into functionalities in Zoho Books that can help your business streamline and scale your finance operations. | |
| 9:45 AM (60 mins) | End of the Year Accounting Prep 101 | Robert Craig | This session is designed to help individuals, small business owners, and finance professionals navigate the complexities of year-end accounting with confidence and ease. Robert Craig, with his extensive experience and expertise, will guide you through the essential steps and strategies to ensure your financial house is in order and ready for your accountant and for a fresh start in the upcoming year. | |
| 10:45 AM (15 mins) | Break | |||
| 11:00 AM (60 mins) | Partner Session: Books advanced with Analytics | Josh Bleznick- Presti & Naegele Accounting | Join one of Zoho's Premium Accountant Partners, Josh Bleznick from Presti & Naegele Accounting, for a top-level guide to improving your financial reporting in Zoho Books with Zoho Analytics! In this session, participants will receive a walkthrough of best practices using Zoho Analytics as an advanced reporting tool for your Zoho Books Organization. | |
| Time PST | Session Name | Presenter | Description | |
|---|---|---|---|---|
| 9:00 AM (30 mins) | Scale Up your Teams with Zoho Expense | Ramesh Subramanian | Do your employees often travel for business? Zoho Expense has a powerful travel module with solutions to solve your complex business travel requirements. In this webinar, we will explain how to utilize Zoho Expense and how travel expenses can be reported and reconciled with ease. | |
| 9:30 AM (60 mins) | Streamlining Inventory Operations with Zoho Inventory | Balasubramanian G | In this ever-changing business landscape, whether you are a retailer, distributor, or anyone who sells online, managing inventory becomes paramount. Zoho Inventory helps businesses of all sizes stay on top of their inventory, manage orders, and oversee warehouses. In this session, learn how to set up your inventory across multiple warehouses, manage your sales across different sales channels, and fulfil your orders centrally. Come join us to advance in your business journey. | |
| 10:30 AM (15 mins) | Break | |||
| 10:45 AM (60 mins) | How Zoho Finance can Grow with your Business | Marie-Andrée Giroux | CPA and Zoho Finance Premium Partner Marie-Andrée Giroux, CEO of Cofina Conseil, will teach this session. Cofina has carried out over 600 Zoho projects and has assisted over 250 customers in scaling up their businesses to equip them for better growth through Zoho solutions. Join Marie-Andrée, who will be demonstrating a case study on how Zoho Finance and other essential Zoho tools can grow with your company as you start to scale up. | |
| 11:45 AM (30 mins) | Build a Collaborative Relationship with your Accountant | Val Steed | A strong and collaborative partnership with your accountant is a valuable asset for your financial success, whether you're a small business owner or a corporate executive. Join Val Steed and Marie-Andrée for a Panel discussion on the importance of collaboration and strategies for fostering a productive and mutually beneficial relationship with your accountant advisor. | |
| Time PST | Session Name | Presenter | Description | |
|---|---|---|---|---|
| 9:00 AM (45 mins) | Unlocking Success: Exploring the Zoho Partner Program and Zoho Practice | Nathan Rodgerson | Are you ready to take your business to the next level with the power of Zoho? Join us for an informative and interactive webinar where we will dive into the invaluable opportunities that await you as a Zoho Partner and how Zoho Practice can transform your consulting business. Nathan Rodgerson, MBA, will guide you through the ins and outs of the Zoho Partner Program and the potential of Zoho Practice, helping you chart a path toward enhanced business growth and success. | |
| 9:45 AM (60 mins) | Building a Powerful Tech Stack for Your Accounting Firm | Simon Fedorovsky | In today's digital age, technology plays a pivotal role in the success and efficiency of accounting firms. Join Simon Fedorovsky from SFIR Consulting Ltd for an informative and practical webinar, where he will explore how Zoho's comprehensive suite of applications can revolutionize your accounting practice. This webinar is designed to help accounting professionals and firm owners understand the benefits of integrating Zoho's powerful tools into their daily operations. Simon will guide you through building a tailored tech stack that enhances productivity, improves client service, and streamlines your practice's workflows. | |
| 10:45 AM (15 mins) | Break | |||
| 11:00 AM (60 mins) | Transforming Accounting and Advisory Services (ABA): A Case Study on ABA's Zoho Integration | Robert and Nimbis | See how ABA became a forward-thinking firm that has harnessed the power of Zoho to revolutionize its financial and advisory services. In this panel session, we'll hear from key members of ABA who have spearheaded the integration of Zoho into their practices. They will share their journey, experiences, and the transformative impact Zoho has had on their firm's operations, client relationships, overall business growth, and plans for the future. | |
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Our speakers:
Val Steed
Val has over 35 years of experience in the accounting technology industry and 15 years of experience in public practice. Val will be the best to guide you on utilizing the opportunities that Zoho Finance partner program has to offer for digitizing your firm.
Nathan Rodgerson
Nathan Rodgerson, MBA, has over eight years of experience in the accounting industry from various accounting software products. Nathan started his career as an accountant, which quickly grew to a tech consulting position. Now, he manages the finance partner program in North America for Zoho, and his number one goal is to help financial professionals grow in their knowledge of Zoho.
Balasubramanian G
Balasubramanian manages Partner Relations for Zoho Inventory. He has first-hand experience in guiding partners and their clients along every touchpoint, including solution, onboarding, and support. Off the clock, Bala often spends time playing his favorite sport, cricket and riding his bike through long journeys.
Joshua Bleznick
Joshua Bleznick joined Presti & Naegele in 2019. He earned his BS degree in Finance and International Business from Ithaca College. He has worked in public accounting for over five years providing technology solutions for small to mid-size businesses. He has extensive knowledge with business processes and procedures, as well as Sage 50 and Zoho Finance. Josh is a Certified QuickBooks ProAdvisor.
Marie-Andrée Giroux
Marie-Andrée Giroux is the President of Cofinia Conseil, leading the company's mission to empower SMEs through high-quality management and financial accounting services. Whether through full accounting outsourcing, team support, or specialized mandates, the company caters to diverse client needs under Marie-Andrée leadership.
Simon Fedorovsky
Meet Simon Fedorovsky with SFIR Consulting Ltd, a Bachelor of Commerce with over a decade of accounting experience who's done it all in the world of finance. Simon's firm help businesses grow their practice by utilizing a proper operating system like Zoho. Whether you're a large accounting firm or an individual business owner, Simon can assist you in choosing the right tech stack for your firm.
Robert Craig
As the Chief Operating Officer, he has led the transformation of the firm's operations, overseeing a multi-million-dollar budget for Accountants and Business Advisors, LLC (ABA). ABA serves over 3,000 clients and currently has more than 130 workers. It stands alone in its experience, industry-specific expertise, and unwavering commitment to maximizing profit and minimizing the tax burden of its clients–physicians, dentists, veterinarians, and small business owners. Their advisors utilize a national perspective and localized knowledge to craft innovative and comprehensive financial plans that provide our clients a clear path to reach their short and long-term financial goals.
Ramesh Subramanian
Ramesh Subramanian takes care of partner relations for Zoho Expense and has had first-hand experience providing solutions to customers' challenging requirements. With a background of training students, Ramesh has represented Zoho Finance in training partners and customers, on several occasions.