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Disruption technology in accounting and the benefits for SME’s

Monday, September 30 | 12:00 PM - 1:00 PM

ATB Entrepreneur Centre, Edmonton

Free

32 more seats available

Technology is changing the way we all do business including accounting practices, join us to learn more about the technology disruption affecting accounting and the benefits to SME’s.

In this session we will cover:

Changes in accounting software over the last 5 years & integrations

  1. QBO
  2. Sage
  3. Xero

Creating an “audit proof” system

  1. Building a strong paperless system
  2. Expense capture software
  3. Foreign/domestic soil & ramifications

Move to cloud accounting and the ramifications for owners / decision makers

  1. Costs for accounting work
  2. Data input and analysis from anywhere
  3. Timeliness of data
  4. Time tracking
    • Billable hours
    • Buddy punching
    • Monitoring overtime
  5. Billing on site
  6. Project accounting
  7. Automatic reconciliations
  8. Electronic payment vs manual cheques
  9. Embedded merchant services

What a paperless accounting system looks like –

  1. Eg: QBO
    • Payroll
    • Merchant Services
    • Project Accounting
  2. TSheets
  3. Payment Evolution for vendor pmts

Upcoming announcements

  1. Open banking and the implications
  2. Integrating functionality
  3. Potential automations
  4. Integrations with tax software

 

About your facilitator:

Jeannine Mallett, CPA, CMA, is Vice President, Financial Services with MNP in Edmonton. A trusted advisor, Jeannine works closely with her clients to help them leverage technology for better management reporting.

Jeannine utilizes leading edge software and best practices to build customized cloud accounting ecosystems for small- and medium-sized businesses and not-for-profit organizations and provides ongoing management support. She helps deliver the most current relative consumable financial data enabling decision makers to make better decisions, faster, to help ensure the profitability of their company.

Jeannine develops paperless cloud accounting systems, with a focus on providing the most user-friendly accounting software possible for each client’s unique financial situation.

Jeannine – who draws on a wealth of experience in a wide range of industries, including energy, financial, automotive, professionals and service-based industries – supports clients in enhancing their financial literacy and provides monthly cloud accounting services.

She also oversees a team that rebuilds financial records, designs systems, facilitates accounting software conversions and carries out software implementation and training.

Jeannine is a Chartered Professional Accountant (CPA), qualifying as a Certified Management Accountant (CMA) in 2002.

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