CPA - small firm
CPA - medium firm
Join Marjorie Adams to discuss the top four factors in building successful relationships in the retail space. This means your client is thriving, you are seeing a return on your investment and effort, and growth is obtainable. We will discuss the roles of the Point of Sale system and other client systems, communicating to an accounting system, bookkeeping strategy and ways to extend your revenues beyond accounting services.
Learning Objectives:
- Define the relationship between Point of Sale and your accounting program
- Identify (3) opportunities for revenue from retail clients beyond bookkeeping services
Marjorie Adams
Fourlane
Founder and CEO
[email protected]
(800) 931-2120
Marjorie Adams is the founder and CEO of Fourlane. After several years as Controller for a large, private manufacturing company, Marjorie decided training was her specialty and ventured into the accounting software industry. Marjorie is considered one of the top QuickBooks trainers in the country, CPA Practice Advisor Top 40 Under 40, and the Intuit community. She was also awarded Insightful Accountant’s Top QuickBooks Desktop ProAdvisor for 2015. She is instrumental in providing product feedback to Intuit and currently sits on the Intuit Solution Provider Council, QuickBooks Enterprise Development Council, and is part of the Intuit Trainer Writer Network. Marjorie is also a contractor for Intuit, helping develop course content and reviewing their ProAdvisor certifications.
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