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HOW TO EFFECTIVELY (AND PROFITABLY) NAVIGATE THE WORLD OF VENDOR PARTNERSHIPS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 19, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Nowadays, it seems like every vendor out there has a partner program for accountants. With so many inbound requests, how can you effectively decide which partners are best for your clients (and your business)? Who can you trust? Who has the best benefits?

Join QuickBooks Expert Hector Garcia as he walks through the best ways to evaluate potential partners, implement their program, and help your clients (and profits) accordingly.

Learning Objectives

  • The top questions you must ask each vendor that approaches you, to make sure they're the right fit for your clients and your business.

  • "Vendor Audits." Learn how to get peer recommendations and verify any vendor claims are true.

  • A step-by-step plan to successfully implementing any partner program.

  • A decision flow-chart to help onboard your clients with the right partner.

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Testimonials
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Mark, MI

"Very good. Equating value billing with consulting activity. A real eye opener for me. Also feel I can increase billings for coming tax year. Some compliance not as lucrative."
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Derek, MN

"Very clear speaking; had some technical difficulties with the technology, but overall a positive experience. Thanks again"
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Safwat, CA

"I really enjoyed and gained a good knowledge"
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Ronald, PA

"Interesting concept and approach"
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sara, NY

"Hector really knows his stuff."
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William, MA

"The webinar was effective"
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Ragai, NJ

"excellent presentation."
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Bin, CO

"This is helpful in communicating with clients about relevent information."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.


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About Our Presenter

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We are a full-service accounting firm helping small businesses in South Florida organize their finances via quick bookkeeping, accurate accounting and technical training. With over 30 years of combined experience working with small businesses in South Florida, our services include Bookkeeping, Accouting, Tax Preparation, Payroll, Quickbooks® Training and other business consulting services. Our team is committed to providing high quality and accurate accounting services tailored to our client growing needs, while maximizing the use of software and web technologies