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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

60 mins

Best practices for migrating accounting systems

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

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

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

Learn all about the process for migrating accounting systems, including export and import of sales and purchase data, Accounts Receivable, Accounts Payable, Chart of Accounts, customer and vendor lists, and more.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

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

66 mins

How to set up a new accounting system

By Joshua Bleznick, Consultant, Presti & Naegele Accounting Consultants

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

By Talha Baqar, Program Manager, Zoho

By Nathan Rodgerson, Marketing Manager, Zoho

In this session, Zoho Books Advisor Joshua Bleznick talks about everything a business needs to consider when setting up their books. This session is perfect for new and existing business owners who are considering a new accounting system, and bookkeepers or accountants who are interested in discussing a new accounting system with their clients.

Joshua Bleznick

By Joshua Bleznick

Consultant, Presti & Naegele Accounting Consultants

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

Essential business survival guide during COVID-19

By Val Steed, Product Expert

By Talha Baqar, Product Expert

By Vijay Sundaram, Product Expert

In this recorded session, we speak about the fundamentals of company management during the COVID-19 crisis.

Val Steed

By Val Steed

Product Expert

Talha Baqar

By Talha Baqar

Product Expert

Vijay Sundaram

By Vijay Sundaram

Product Expert

54 Mins

Understanding the updated CARES Act for SMBs - Webinar | Zoho Books

By Val Steed, Product Expert

By Talha Baqar, Product Expert

By Nathan R, Product Expert

Learn all about the fundamentals of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) from our experts.

Val Steed

By Val Steed

Product Expert

Talha Baqar

By Talha Baqar

Product Expert

Nathan R

By Nathan R

Product Expert

60 Mins

Navigating the PPP and EIDL - presented by Andrew Presti, Senior Partner at Presti and Naegle Accounting Consultants

By Andrew Presti, Senior Partner, Presti and Naegle Accounting Consultants

By Val Steed, Product Expert

By Talha Baqar, Product Expert

By Nathan R, Product Expert

In this session, Andrew Presti, Senior Partner at Presti and Naegle, talks about the Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the loan application process, PPP loan forgiveness process and tax implications of COVID loans.

Andrew Presti

By Andrew Presti

Senior Partner, Presti and Naegle Accounting Consultants

Val Steed

By Val Steed

Product Expert

Talha Baqar

By Talha Baqar

Product Expert

Nathan R

By Nathan R

Product Expert

60 Mins

Navigating the PPP and EIDL - presented by Salvatore Russo, Partner at Presti and Naegle Accounting Consultants

By Salvatore Russo, Partner, Presti and Naegle Accounting Consultants

By Val Steed, Product Expert

By Talha Baqar, Product Expert

By Nathan R, Product Expert

Learn about the United State's SBA's Paycheck Protection Program (PPP) and Economic Injury Disaster Loans (EIDL). This session will cover the PPP and EIDL loan application process, PPP loan forgiveness process and tax implications of COVID loans.

Salvatore Russo

By Salvatore Russo

Partner, Presti and Naegle Accounting Consultants

Val Steed

By Val Steed

Product Expert

Talha Baqar

By Talha Baqar

Product Expert

Nathan R

By Nathan R

Product Expert