Firm News

March 20, 2018

Announcing Spring 2018 ‘Alloy Academy’ QuickBooks Workshops

(Cherry Hill, NJ) Alloy Silverstein, an accounting and advisory firm headquartered in Cherry Hill, has announced upcoming dates and topics as part of their “Alloy Academy” monthly lunch and learn series. Each month’s 1-hour workshop focuses on a different topic or functionality related to QuickBooks® and other business and accounting apps.

 

Upcoming QuickBooks® Workshops:

 

Fun with QuickBooks® Reports

Cherry Hill: February 28, 2018  | 12:00p.m. – 1:00p.m.
Hammonton: April 5, 2018 | 12:00p.m. – 1:00p.m.
 Register

In continuing our monthly Alloy Academy workshop series, Alloy Silverstein’s accountants and QuickBooks® ProAdvisors will educate small business owners and bookkeepers on best practices in efficiently using features within QuickBooks® accounting software.

  • Financial Statements
  • Management Reports
  • What Reports Does Your Accountant Need
  • Saving Time With Saving Reports

 

 

QuickBooks® for the Self-Employed

Cherry Hill: March 28, 2018  | 12:00p.m. –1:00p.m.
Hammonton: May 3, 2018 | 12:00p.m. – 1:00p.m
 Register

Have a side gig or run a small business that requires you to file a Schedule C at tax time? Take steps to go from clutter to clarity. Our Alloy Academy presenters will educate self-employed business owners how to stay organized year-round AND at tax time using accounting software.

  • Suggested Apps to Use
  • Organization Tips
  • Personal vs. Business
  • Tax Tips and Other Best Practices for the Self-Employed
  • QuickBooks Self-Employed Module 101
  • and more!

 

 

There’s an App for That!

Cherry Hill: May 2, 2018  | 12:00p.m. – 1:00p.m.  Register
Hammonton: June 7, 2018 | 12:00p.m. – 1:00p.m
 Register

This fast-paced Alloy Academy session will dive into the cloud-based world of apps. Today’s accounting software allows business owners to customize their programs to best fit their own industry, processes, and more. Instead of researching through hundreds of different apps, our QuickBooks® ProAdvisors and Certified Xero professionals will list recommended apps that can help make certain tasks easier at your business and make progress towards automation. Whether or not you are on the cloud or already using apps, attendees can bring questions and will learn what apps are making an impact on small businesses across the country.

  • The importance of integration and automation
  • What apps are we using?
  • What apps are clients finding ease and success with?
  • What are the up and coming apps?
  • and more!

 

 

Simplifying the QuickBooks® Inventory Feature

Cherry Hill: May 23, 2018  | 12:00p.m. – 1:00p.m.  Register
Hammonton: June 28, 2018 | 12:00p.m. – 1:00p.m
 Register

Retailers, wholesalers, and businesses that create and sell products are invited to our May session to learn the ins and outs of managing inventory in QuickBooks® and Xero.

  • Inventory management best practices
  • Know in real-time what’s on hand and what’s on order
  • Multiple vendor management
  • Reporting and calculation how-tos
  • Balancing the balance sheet and other tax & accounting considerations
  • App recommendations
  • and more!

 

 

QuickBooks® Online: An Introduction to Cloud Computing

Cherry Hill: June 20, 2018  | 12:00p.m. – 1:00p.m.  Register
Hammonton: July 26, 2018 | 12:00p.m. – 1:00p.m
 Register

Have you outgrown outdated? If you are still utilizing desktop software for your small business accounting operations, it is time to consider cloud-based solutions. Alloy Silverstein’s certified QuickBooks® ProAdvisors and Xero advisors will discuss a high-level overview of the benefits of cloud computing, storage, and accounting processes. Set your business up for success by moving your accounting tasks and department to the twenty-first century.

  • Cloud vs. Desktop: Security and Accessibility
  • How to Transition
  • Software Options
  • Cost Considerations
  • App Recommendations
  • Top Cloud Myths Busted

 

 

Alternatives to QuickBooks®

Cherry Hill: July 18, 2018  | 12:00p.m. – 1:00p.m.  Register
Hammonton: August 23, 2018 | 12:00p.m. – 1:00p.m
 Register

Are you finding yourself more and more frustrated or feeling limited when using QuickBooks®? The good news is you are not alone and there are other options. While QuickBooks® is a comprehensive go-to software for many small businesses, having more features and flexibility can be beneficial to other businesses, especially growing businesses.

  • Checklist: Is QuickBooks® Still a Fit for your Business?
  • The Expensive Downside of Being Limited
  • A Review of Additional Software Options
  • Transitioning and Cost Considerations
  • How Alloy Silverstein Can Help Smooth the Process

 

 

About Alloy Academy

Alloy Academy is a seminar series designed to help QuickBooks® users and business owners learn about some features of the software that are often misunderstood, used incorrectly, or underutilized. The condition of your business records can have a direct effect on your ability to make proper decisions and receive financing. Better records can also lower the cost of your accounting and tax work. Correctly using the powerful features of a good accounting software package allows you to know your business better.

Presenters include Julie Strohlein, David Evans, and Chris Cicalese.

Details

Cherry Hill workshops are held at Alloy Silverstein’s Cherry Hill office location (900 North Kings Highway, Suite 100, Cherry Hill, NJ 08034) from 12:00PM to 1:00PM.

Hammonton workshops are held at Kramer Hall (30 Front Street, Hammonton, NJ 08037) from 12:00PM to 1:00PM.

Complimentary lunch is included. Alloy Academy workshops are open to the public, however advanced registration is required.  Workshops scheduled for August through December will be announced in early Summer 2018.

Visit www.alloysilverstein.com/alloy-academy/ to view the full list of upcoming events or to register.

 

 

 

JB Financial Associates is now Alloy Silverstein.
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