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Tuesday, August 5, 2025 Live Webcast

After QuickBooks, What's Next? (X4-7335874)

5:00 PM - 6:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in SK

OVERVIEW

Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. This course explores the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks, and more. Participants will gain insights into key features, integration capabilities, add-on solutions, and payroll and reporting functionalities. Learn strategies for seamless implementation and discover how to guide clients effectively through this change. Comparative tables and expert insights will equip you to make informed recommendations for your practice or small business. Attend this session and learn more about platforms available for small businesses.

DESIGNED FOR

Business professionals seeking to transition from QuickBooks desktop accounting platforms

BENEFITS

  • Identify key differences between QuickBooks Pro and Premier and their potential replacements
  • Evaluate and compare the features, integrations, and add-on solutions offered by platforms such as Xero, Zoho Books, and FreshBooks
  • Identify key steps in the transition process from legacy QuickBooks systems to newer, Cloud-based accounting tools
  • Create a roadmap for advising clients on selecting and implementing the most suitable accounting platform for their needs

HIGHLIGHTS

  • Transitioning from QuickBooks Pro and Premier – challenges and opportunities
  • Overview and comparison of leading accounting software solutions
  • Implementation strategies and best practices for modern accounting platforms

COURSE LEVEL

Overview

PREREQUISITES

Basic understanding of accounting software, including QuickBooks

ADVANCE PREPARATION

None

INSTRUCTOR

Thomas Stephens

Thomas G. Stephens, CPA, CITP, CGMA

K2 Enterprises

Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA Shareholder, K2 Enterprises Woodstock, Georgia tommy@k2e.com Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of thirty-one years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

PRICING

$39.00 - Member

$59.00 - Nonmember

Register Today


Note: Online pre-registration will close on August 5 at 4:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN