I was pleased to give a DET Talk at the VeraSage Symposium 2017 hosted in Allen, Texas, and chose two topics to focus on: “Variations on The Neinbach” and “Assisted Valuation”.
The first relates to different pricing heuristics I adapted from the Neinbach pricing model as a quick shorthand and to also aid purchasing decisions. The second is a method and worksheet I developed from material by Blair Enns, Ron Baker, and Mahan Khalsa that I use in my own firm’s Value Conversations.
Below are my slides, and hope you enjoy!
My colleague and friend Barrett Young and I taught the first non-Xero sponsored Live Advisor Certification on October 23 in Columbia, MD under the Maryland Association of CPA’s banner.
The MACPA location worked great, and we covered the basics any accountant/bookkeeper looking to start working on the advanced Xero platform needs to know: the Xero accountant tools, setting new Xero customer files, how to record everyday income and expense transactions, plus how to use Xero’s strong reporting tools.
I expect additional Live Certification opportunities to present themselves, and will keep you posted here!
On October 3, 2017, I gave a presentation in Columbia, MD for the Maryland Society of Accounting & Tax Professionals entitled “Apps for Accounting & Tax Practices”.
My goal was to share what I see as the evolving definition of what an app is, plus demo a selection of apps I use in the categories of accounting, tax, communication, general business, and travel. I closed out by providing an approach to discover and deploy new apps.
Below are the slides I used for your reference too!