Course Catalog. For Accounting Professionals

Transcription

1 Course Catalog For Accounting Professionals

2 Introduction At PayCycle, we are committed to educate CPA professionals and bookkeepers about ways to enhance their practices. Our courses are based upon our experience working with accounting professionals to deliver online payroll services to help them and their clients meet the challenges of today s marketplace. As the leader in on-demand payroll, PayCycle uses a unique software-as-aservice approach to make payroll easy and profitable for accounting professionals that serve small business clients. In addition, PayCycle was the recipient of The CPA Technology Advisor s 2006 Tax & Accounting Technology Innovation Award - a testament to our knowledge and use of leading-edge technology. Our speakers guide accounting professionals in developing their practices by helping them make more informed decisions about strategy, sharing innovative marketing concepts, and showing them how to get the most from the technology available today. We have been invited to share this knowledge with state society and other association audiences and welcome the opportunity to speak for your organization as well. For more information, or to request a speaker, please contact us at speakers@paycyle.com.

3 Our Courses STRATEGY The Client Payroll Story A Happy Ending For decades, accounting professionals have had a love and hate relationship with payroll. Attend this session to learn why professionals are now embracing payroll as a service for their clients like never before. You ll walk away with a clear understanding of: The latest trends to successfully manage your payroll How payroll services can enhance the professional/ client relationship How accounting professionals are using payroll to grow their practices How to Choose the Right Payroll Solution With the wide array of payroll solutions on the market, it s easy to be confused about which solution is right for your clients. In this session, we ll discuss the various options available, and help you to: Better understand the payroll landscape Learn the pros and cons of each option Identify the key criteria to consider when selecting the best fit for your firm

4 TECHNOLOGY Software-As-A-Service 101 Software-as-a-service solutions are a new breed of web-based applications that blend the best aspects of desktop software and outsourced services. Attend this session to learn the fundamentals of this new technology, including: What is software-as-a-service? Software-as-a-service versus in-house software How can you benefit from using this new technology? It s Time for Small Businesses to E-file Did you know that the IRS has a mandate to eliminate paper-based tax filings for small businesses? Are you concerned about what this means for you and your business clients? Attend this session to learn: More about the IRS e-file mandate How the states stack up and how this affects you How you and your small business clients can get on board

5 PRACTICE DEVELOPMENT What Does Your Payroll Pricing Say About You? Pricing a service appropriately can be a daunting task. If your payroll pricing is not really based on strategy at all, attend this session where we ll cover: The most common textbook payroll pricing strategies The basic elements of a pricing model How others are pricing their payroll services profitably How to pick the right pricing structure for your firm Marketing Tips to Grow Your Payroll Practice Once you ve committed to undertake payroll as a service to your clients, it is important to get the word out and build momentum. Attend this session to learn how to quickly grow your practice, with minimal investment. You will discover: The number one way to bring in new clients Tips and tricks to market your services How to tap into new online marketing resources, many of which are offered at no cost

6 Our Speakers Jim Heeger Jim Heeger, MBA, is the CEO and President of PayCycle, Inc. the leader in on-demand payroll for accounting professionals that serve small business clients. His vision is to see every accounting professional using software-as-a-service technology to make client payroll easy, efficient and profitable. Jim s background includes more than 20 years of leadership experience in the technology, financial, and payroll industries. He is the former senior vice president of Adobe System s creative professional business unit and CFO, senior vice president, and general manager of Intuit s Small Business division. Jim is an active speaker on web-based and on-demand payroll solutions, sharing how this type of technology can benefit the small business market. He has spoken recently in such venues as the 2006 Warrillow Summit. Karen White Karen White, MBA, is the Vice President of Product Management for PayCycle, the leader in on-demand payroll for accounting professionals that serve small business clients. As one of the company s first employees, Karen developed an operations and support organization that consistently receives the highest ratings possible in customer satisfaction surveys. She now brings this deep customer understanding to the Product Management and Regulatory efforts for PayCycle. Prior to joining PayCycle, Karen served in several senior roles for Portola Packaging, Inc., a leading supplier to the dairy and beverage industry. As the Director of Sales Administration, she managed sales operations for several national accounts. She also spearheaded numerous process improvement efforts, resulting in increased sales and productivity. Karen has shared her expertise in payroll compliance and technology solutions with accounting conference attendees including those at the California Society Technology Conference.

7 Anu Sanghvi Anu Sanghvi, MBA, is the marketing director of the accountant program at PayCycle, the leader in on-demand payroll for accounting professionals that serve small business clients. By leveraging her extensive marketing and payroll background, Anu ensures that accounting professionals have access to PayCycle s best-of-breed solutions, as well as a wide array of practice development resources to help build profitable practices. Anu has spent nearly ten years successfully marketing small business payroll solutions. Prior to joining PayCycle, she held several product management positions at Intuit, where she specialized in developing and launching payroll programs for Quicken and QuickBooks users. Anu has written several articles for various state and national CPA publications on sales and marketing topics and regularly conducts live web seminars to help professionals develop effective marketing and pricing strategies. She has directed training for IRS professionals and spoken at state society tradeshows and for the AICPA, including at the AICPA Technology. Kristina Korabiak Kristina Korabiak, CPP, is a payroll compliance product manager at PayCycle, the leader in on-demand payroll for accounting professionals that serve small business clients. Kristina ensures her clients payroll taxes are in compliance with regulations by managing critical regulatory resources and procedures. She works with federal, state, and local tax jurisdictions to expand and enhance payroll product features, especially in the area of electronic payments and filing and is adept at educating others about how this service can benefit their practices. Before joining PayCycle, Kristina served more than 20 years at Bank of America Business Services and Automatic Data Processing (ADP) managing national client accounts in all aspects of payroll processing, tax administration, HR, and accounting systems. Kristina represents PayCycle in several industry organizations, including the National Payroll Reporting Consortium (NPRC) and the Internal Revenue Service Reporting Agent Forum (RAF).

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