Skip to main content

K2's Small Business Accounting Shootout

Wednesday, October 30
 10:00am - 1:30pm

(Check-In 9:55am)

Add to Calendar

Online

4.00 Credits

Member Price $140.00

Price will increase by $20 after 10/23

Non-Member Price $205.00

Price will increase by $20 after 10/23

Overview

The market for accounting solutions designed for small businesses has never been better! From traditional desktop applications to newer Cloud-based solutions, small businesses have affordable options available today that were unthinkable for many just a few years ago. In this seminar, you will learn about these options and receive the benefit of an unbiased comparison of many of today's leading solutions, helping you make an informed decision about the future direction of your accounting platform.

You will learn about solutions from Intuit, Sage, Xero, Wave, and Zoho to help you decide whether to remain with your current platform or switch to a different one. Additionally, you will learn about various third-party add-ins to help you make informed decisions about issues such as automated data entry, sales tax processing, reporting, and business intelligence. In sum, if you are the least bit curious about the accounting options available for smaller businesses, this is the most critical session you will participate in this year.

Objectives

  • Create a list of needed features and functions for a small business accounting application
  • Identify solutions that represent a potential "good fit" for an organization
  • Estimate the investment required to implement a specific solution
  • List examples of third-party add-ins to provide necessary additional functionality
  • Highlights

  • Understanding the small business accounting landscape
  • Learn how solutions from leading providers can potentially solve your small business accounting and reporting issues
  • Create investment estimates for acquiring and implementing a new small business accounting solution
  • Designed For

    Business professionals and advisors seeking to identify an accounting solution that is the “right fit” for a small business organization

    Prerequisites

    General understanding of accounting practices in use in small businesses

    Preparation

    None

    Notice

    By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

    Leader(s):

    Leader Bios

    Steve Yoss Jr., Associate, K2 Enterprises, LLC

    Stephen M. Yoss, Jr., MS, CPA, is a visionary CPA and the entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.

    At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.

    As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.

    Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.

    When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.

    Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

    Return to Top

    Non-Member Price $205.00

    Member Price $140.00