Mobile Apps for Accountants (Completed)

The course provides a concise overview of nearly 300 mobile apps in more than 20 categories that boost the mobile connectivity and productivity of accountants.

Presenter Garrett Wasny, MA, CMC, CITP/FIBP is an independent Certified Management Consultant (CMC) who provides objective information and has no affiliation or vested interest in any of the technologies reviewed in the course.

Who Should Attend
Practitioners at all levels who want to maximize value from their smartphones and tablets and be just as, maybe even more, productive out of the office as they are at their desks.

Topics Covered

• Mobile Apps Overview
• Leading App Ecosystems and Portals
• Security Apps and Tips
• Key Trends in Mobile Accounting Apps and Technology
• Mobile Accounting Apps — Entry Level and Advanced
• Specialty Accounting Apps
• Invoice and Time Tracking
• Expense Tracking
• Mobile Payroll
• Tax
• Budgeting and Forecasting
• Sales Management
• Investment Planning
• Electronic Signatures
• PDF Readers/Editors
• Wealth Management and Financial Planning
• Credit Card Readers
• Document Management
• Client Portals
• Audit Management
• Mobile Practice Management
• Mobile Starter Strategy
• HR/Recruitment
• Accounting Directories

Learning Objectives

• Define mobile apps and explain the five leading app ecosystems and portals.
• Deploy and personalize a new generation of mobile software tools that allow you to work smarter and faster from anywhere at anytime.
• Identify the leading mobile applications for financial reporting, invoicing, expense tracking, payroll, tax, forecasting, investment planning,electronic signatures, practice management and other essential accounting tasks.
• Highlight a simple yet effective 10-point security strategy to minimize mobile risks.
• Review key trends in mobile accounting technology and how they're transforming the way accountants think and work.
• Discuss special accounting apps for construction, non-profits, real estate, tribal governments, municipalities, airports and park districts.
• Highlight top-rated Internet applications for time tracking, inventory and order management, online data entry, pdf reading and editing, fraud detection, recruiting and business development.
• Examine mobile transaction software that allows you to accept credit card payments on a smartphone and tablet.
• Explore higher-end app suites that go beyond accounting and integrate supply management, manufacturing, distribution and other business service functions.
• Work remotely and virtually -- and even question whether you still need a brick-and-mortar office at all.

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None