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Outgrown vitalit

SEVEN SIGNS THAT YOUR CLIENT HAS OUTGROWN QUICKBOOKS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 7, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Does your client have multiple legal entities, each with a separate QuickBooks database?  Are they complaining about how difficult it is to manage intercompany transactions and consolidate financial reports?  Does your client need to run financial reports by department, region, line-of-business or other business units?  Has your client expanded into new countries and is now operating in multiple currencies?  These are just a few of the signs that your client has outgrown QuickBooks.  As their financial adviser, what answers do you have for them to guide them toward a more advanced accounting system?

This webinar aims to provide solutions to all of those questions and more while guiding attendees through a field of solutions that best fit respective situations.

Course Objectives:


  • Understand the seven signs that a company has outgrown QuickBooks

  • Discover leading options available based on the company’s size and industry

  • Learn the value that an experienced financial systems expert has in guiding the client through the upgrade process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David was born in Juarez, Mexico, on the border with El Paso, Texas. He graduated from San Francisco State University with a degree in Business Administration. In 1996, David began his first management position as CFO of a small struggling computer reselling business.  In six months, David negotiated a new $3M line of credit and implemented a new accounting system, called Great Plains, which became Microsoft Dynamics GP.  David moved on to work for a staffing company that wanted to implement GP.  David helped this company grow from $2M in sales to over $15M in sales over seven years, by implementing and managing the IT systems that enabled the company to expand into staffing for both temporaries and leased employees. David worked as a Financial Systems Manager for a publicly traded company with operations in the US and Canada that also used Dynamics GP.  He was the in-house Dynamics GP administrator and instructor.  One day, David received a call from a Microsoft partner that asked him if he had ever thought about becoming a consultant.  They gave him an offer he couldn't refuse. He is now the CEO of Vital IT Partners.

Certifications:

  • Passed CPA Exam 1995.
  • Microsoft Certified Trainer since 2004.
  • Microsoft Certified Technology Specialist since 2008.
  • Microsoft Dynamics Credentialed Professional since 2015.
  • About Our Presenter

    Vitalit logo
    Since 1996, our CEO, David Hatfield, began helping companies improve their IT systems.  He formed Vital Partners in 2006 and we grew quickly. We were awarded the prestigious Microsoft Gold Partner status in 2007 and then Microsoft President's Club status in 2008.  As we grew, other Microsoft Partners began to ask us to help them service their clients.  Today, Vital Partners is part of a network of over 150 affiliated partners across the United States.