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Enhance Your Financial Processes: Identify Signs You Have Outgrown QuickBooks

ENHANCE YOUR FINANCIAL PROCESSES: IDENTIFY SIGNS YOU HAVE OUTGROWN QUICKBOOKS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 26, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As your business expands, the limitations of QuickBooks become increasingly clear. Join us for an enlightening webinar where we will explore the critical signs that it’s time to upgrade your financial software to better align with your business's evolving needs and future goals. 

Learning Objectives:


  • Identify the key indicators signaling the inadequacy of QuickBooks in meeting your business requirements

  • Determine how to streamline manual processes with automated solutions for real-time custom reports and dashboards

  • Recognize the advantages of a dimension-based accounting system for flexible, anytime access to financial data, enhancing decision-making capabilities

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew is a Director of Forvis Mazars and the office Champion of the New York Metro Area Nonprofit Advisory Services Practice, as well as the Nonprofit Advisory Services Digital Technology Strategy and Innovation Team. Andrew has 13 years of experience serving nonprofit and public sector organizations. He is versed in various aspects of internal and external reporting, grants management and procurement, system implementations, and accounting system automation design. He also has experience in dealing with tax matters for exempt organizations, payroll tax considerations, and other filings.

Prior to joining Forvis Mazars, he ran the accounting department for a large microfinance institution, helping them centralize all accounting systems for their nationwide operations. He also was a managing tax accountant at a regional public accounting firm specializing in Form 990 preparation and review.

Andrew is certified in FENXT and Sage Intacct. He has intimate knowledge and training on many other GL, AP, Budgeting, Purchasing, and Fixed Asset Platforms.
He is a member of the American Institute of CPAs and is a licensed CPA in New York and Pennsylvania.

Andrew is a graduate of Muhlenberg College, Allentown, Pennsylvania, with a B.A. degree in accounting and finance.

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Maya Cernotova

Forvis Mazars
Senior Managing Consultant
[email protected]

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Maya serves on the New York City Nonprofit Advisory Services team as the senior managing consultant of Outsourced Accounting Services. She has more than 13 years of industry experience in various finance and accounting roles and as a consultant for small and mid-size businesses.

About Our Presenter

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.