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Conference Season Wrap Up: QuickBooks Connect & Accountex USA

December 30, 2016 by Alexa Gregory

Conference_Add Insight_Education_QuickBooks Connect_AccountexThe last few months have been busy with conferences and webinars. We spend many hours here at Add Insight on continuing education even though as bookkeepers we do not have CPE requirements like CPAs do. Conferences can provide an opportunity to polish skills, connect with other professionals, and gain inspiration.

QuickBooks Connect Conference 2016

In October we attended the QuickBooks Connect conference in San Jose for three jam-packed days. This was the third annual conference for all things QuickBooks and I have attended all three of them. The first day is for accounting professionals and covers trends in the field and changes on the horizon for Intuit and the accounting field. The next two days are open to business owners and over 5000 business owners and 1000 accounting professionals spent two full days learning from the best and listening to people like Malcolm Gladwell, Shaquille O’Neal, Jillian Michaels and America Ferrera as well as Olympians Michael Phelps, Simone Biles and Tony Hawk. Each one was very inspiring in their own way. I can’t wait to attend again next year November 13-15, 2017.

If you would like to attend next year, you can sign up now by clicking here. Early bird pricing is only $129.00. Did I mention that also includes great food and a concert in the evening?

Accountex USA Conference

I was barely home for a couple of weeks and then flew off, on my birthday, to the Accountex USA conference (formerly Sleetercon) and it is a good thing I did. Next year it will be a bit farther away – in Boston. Accountex USA was not focused on Intuit – in fact, Intuit was nowhere to be found. Despite that fact, again I learned from the best in the field and got several glimpses into the future of accounting and the role artificial intelligence will play.

As more and more of the routine processes of bookkeeping get automated, the bookkeepers and accountants who are keeping up will have more time to work with their clients strategically. Look for more tools to help with forecasting and cash flow so that business owners can control their future, not just look back at their past.

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food products company owner

Alexa was extremely proficient and responsive. She asked me specific questions related to my business and helped me to get my daily bookkeeping entries on track. Exceeded my expectations for sure! So happy to have found her.

Owner, Food Products Company

co-worker

Alexa is a valued professional colleague, expert in her field, a dependable and insightful thought partner who is detail oriented yet sees the big picture. She anticipates needs and finds creative, cost-effective and time-efficient solutions. In crazy deadline projects when everybody else is having tantrums, Alexa is the calm center that just moves things forward.

Professional

client’s accountant

Alexa provides the bookkeeping services for a mutual client where I’m the CPA. Alexa is attentive to her client’s needs, efficient, accurate, and easy to work with. I’d highly recommend her services to others in need of bookkeeping services.

Accountant

colleague 01

Alexa’s a pleasure to work with! She’s calm, smart, caring, conscientious, full of integrity, and multi-talented — from numbers to operations to websites to group dynamics to HR. I recommend her highly.

Colleague

consultant 01

Alexa helped my small firm get set up in QuickBooks and is keeping up on regular updates. This process went so smoothly and quickly that I wondered why I hadn’t done it sooner. Alexa made it all seem even easier and intuitive which was a huge plus. I highly recommend Alexa as a QuickBooks power user! Plus, she is very patient and supportive. Wonderful improvement for my work.

Consultant

Photographer/Videographer

Details! Precision! Humor! Could you ask for anything more from a bookkeeper?? Alexa is it! She is a life saver in that she keeps track of everything and helps me make sense of all the numbers. I couldn’t run my business without her. She is the BEST! And a really lovely person to boot. She’s always responsive and quick to answer questions, and she’s incredibly patient with everything. She’s a gem.

Photographer/Videographer

Small Business Owner

Alexa is so great! Super organized, patient and calm. I appreciate her attention to detail. I feel like I am a priority. So glad I found her. Thank you Alexa!

Small Business Owner

non-profit 01

We are a small non-profit and I had lost a years worth of QuickBooks data from my laptop additionally our backups refused to open. Alexa saved us by getting the info transferred to QBO and our books up to date!

Non-Profit Client

employer 01

Alexa has been the director of finance for our small business for nearly 10 years, so I’m in a good position to say that there is no one more conscientious, detail-oriented, or fastidious about accounting than Alexa Gregory. Alexa produces reports that drive to the most granular level of analysis, providing excellent tools for decision support and management. I’d recommend her wholeheartedly as a ProAdvisor. You’d be lucky to work with her.

Employer

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