Home
About Us
 

Intuit Suite

Intuit QuickBooks

Enterprise Solutions

 Intuit Warehouse

Management ES
Intuit Field  Service

Management ES
Construction
Remote Hosting
 

Retail

Intuit QuickBooks

Point of Sale     

  QuickBase
  QB Store

 

 Send File

An Inuit Company

 

 
   

 800.269.0153
info@solutionresources.org
Offices Tampa & St Petersburg

          Helping You Reach Your Goals!

Serving the Tampa Bay Area

 

  

 Solution Resources Your Intuit  Solution Provider

  

Tampa Bay's  Intuit QuickBooks Enterprise Experts

  

Intuit Certified in QuickBooks Point of Sale, Intuit Warehouse Management, Intuit Field Service Management, Intuit QuickBase

  

Advanced Certified QuickBooks ProAdvisors, and QuickBooks Enterprise Certified

 

   

Seminar -  January 12, 2010

  
22860000 22860000 (`@````````` 266 263 5 110185200 110185200 8:00 AM   - 5:00 PM  

Where: Crown Plaza Westshore

 

  

Register Here

Speakers

  

Unlock the Knowledge  - January 12, 2010

Agenda
 
Time Session # Topic Details Location Speaker and other Information
           
8:00 - 8:30   Registration and Welcome    Foyer Continental Breakfast Service
           
8:30 -9:20 1 Keynote Speaker   Ballroom One & Two BJ Schaknowski, Director of the Intuit Solution Provider Channel
           
9:20 - 10:10 2 Tax Update   Ballroom One & Two Barry Weins & Bill Ferlita, Cherry Bekeart & Holland, Certified Public Accountants, Tampa, Florida
           
10:10 - 10: 25   Break
           
10:25 - 11:10 3A QuickBooks 2010 Update (Pro/Premier & ES) Detailed information about what's new in the 2010 QuickBooks release Ballroom One Stacy Y. Patrick, Managing Partner, Solution Resources, Inc.
           
  3B Billing and Certified Payroll for Contractors In-depth discussion of tools available for contractors for AIA Billing and Certified Payroll Ballroom Two Nancy Smyth, President Sunburst Software Solutions, Inc., Intuit QuickBooks Gold Developer, Certified QuickBooks ProAdvisor

 
           
  3C Enterprise Lab Workshop Ballroom Three Sandy Robertson, Linda Saltz, Doris Permenter & Jack Kern
    IT Lab Workshop Ballroom Three Chris St. Thomas and Nate Stasonis, Offsite Technology Solutions, Inc.
    Field Services Lab Workshop Ballroom Three Ying Lu, Intuit/Corrigo Business and Partner Development Manager, Portland Oregon
    Quickbase Lab Workshop Ballroom Three Tally Vickory, Solution Resources Consulting Partner and President 20/20 Business Vision
           
11:10 - 11:15   Classroom change time if needed
           
11:15 - 12:05 4A Financial Reporting  Review of Reporting demanded by Financial Statement Users in these Economic Times Ballroom One Lunelle Siegel, Lending Manager, Corporate Funding, "Financing Magician"; Public Speaker, Expert Witness
  4B Field Service Management Review of Intuit's Field Service Management add-on that works to move the dispatch and workflow for field services to paperless.  Helping companies make more money and collect it faster Ballroom Two Ying Lu, Intuit/Corrigo Business and Partner Development Manager, Portland Oregon
  4C Sunburst Software Lab Workshop Ballroom Three Nancy Smyth, President Sunburst Software Solutions, Inc., Intuit QuickBooks Gold Developer, Certified QuickBooks ProAdvisor

 
    Enterprise Lab Workshop Ballroom Three Sandy Robertson, Stacy Y. Patrick, Linda Saltz, Doris Permenter & Jack Kern
    IT Lab Workshop Ballroom Three Chris St. Thomas and Nate Stasonis, Offsite Technology Solutions, Inc.
    Quickbase Lab Workshop Ballroom Three Tally Vickory, Solution Resources Consulting Partner and President 20/20 Business Vision
           
           
12:05 - 1:05   Lunch Break - Soup, Salad, Deli & Desserts in the Ballroom Foyer
           
1:05 - 1:55 5A Enterprise Overview Review of software capabilities and enhancements available in ES and how they can help companies Ballroom One Stacy Y. Patrick, Managing Partner, Solution Resources, Inc.
  5B Technology Update Overview of technology changes that impact companies today, including the new "cloud" technology Ballroom Two Chris St. Thomas, Vice President, Offsite Technology Solutions, Inc.
  5C  Enterprise Lab Workshop Ballroom Three Sandy Robertson, Linda Saltz, Doris Permenter & Jack Kern
    Sunburst Software Lab Workshop Ballroom Three Nancy Smyth, President Sunburst Software Solutions, Inc., Intuit QuickBooks Gold Developer, Certified QuickBooks ProAdvisor

 
    Field Services Lab Workshop Ballroom Three Ying Lu, Intuit/Corrigo Business and Partner Development Manager, Portland Oregon
    Quickbase Lab Workshop Ballroom Three Tally Vickory, Solution Resources Consulting Partner and President 20/20 Business Vision
           
1:55 - 2:00   Classroom change time if needed
           
2:00 - 2:50 6A Unlock the Knowledge - Items, customers & vendors In-depth review of the importance and key elements, tips and tricks for items, customers and vendors Ballroom One Stacy Y. Patrick, Managing Partner, Solution Resources, Inc.
  6B CRM Using CRM to Gain and Maintain a Competitive Edge.  An integrated Solution Ballrooom Two Tally Vickory, Solution Resources Consulting Partner and President 20/20 Business Vision
  6C Enterprise Lab Workshop Ballroom Three Sandy Robertson, Linda Saltz, Doris Permenter & Jack Kern
    Sunburst Software Lab Workshop Ballroom Three Nancy Smyth, President Sunburst Software Solutions, Inc., Intuit QuickBooks Gold Developer, Certified QuickBooks ProAdvisor

 
    Field Services Lab Workshop Ballroom Three Ying Lu, Intuit/Corrigo Business and Partner Development Manager, Portland Oregon
    IT Lab Workshop Ballroom Three Chris St. Thomas and Nate Stasonis, Offsite Technology Solutions, Inc.
           
2:50 - 3:05   Break
           
3:05 - 3:55 7A Unlock the Knowledge: Contractor tips & tricks Tips, tricks,  & best practices for getting the most out of our financial statements with QuickBooks Ballroom One Sandy Robertson, Founding Partner, Solution Resources, Inc.
  7B Billing and Certified Payroll for Contractors In-depth discussion of tools available for contractors for AIA Billing and Certified Payroll Ballroom Two Nancy Smyth, President Sunburst Software Solutions, Inc., Intuit QuickBooks Gold Developer, Certified QuickBooks ProAdvisor

 
  7C Enterprise Lab Workshop Ballroom Three Stacy Y. Patrick, Linda Saltz, Doris Permenter & Jack Kern
    IT Lab Workshop Ballroom Three Chris St. Thomas and Nate Stasonis, Offsite Technology Solutions, Inc.
    Field Services Lab Workshop Ballroom Three Ying Lu, Intuit/Corrigo Business and Partner Development Manager, Portland Oregon
    Quickbase/CRM Lab Workshop Ballroom Three Tally Vickory, Solution Resources Consulting Partner and President 20/20 Business Vision
           
3:55 - 4:00   Classroom change time if needed
           
4:00 - 4:50 8A Unlock the Knowledge:         Job Costing Secrets Revealed In-depth review of job-costing for all types of companies.  Getting the most out of your software Ballroom One Stacy Y. Patrick & Sandy Robertson, Solution Resources, Inc.
  8B Field Service Management Review of Intuit's Field Service Management add-on that works to move the dispatch and workflow for field services to paperless.  Helping companies make more money and collect it faster Ballroom Two Ying Lu, Intuit/Corrigo Business and Partner Development Manager, Portland Oregon
  8C Sunburst Software Lab Workshop Ballroom Three Nancy Smyth, President Sunburst Software Solutions, Inc., Intuit QuickBooks Gold Developer, Certified QuickBooks ProAdvisor

 
    Enterprise Lab Workshop Ballroom Three Linda Saltz, Doris Permenter & Jack Kern
    IT Lab Workshop Ballroom Three Chris St. Thomas and Nate Stasonis, Offsite Technology Solutions, Inc.
    Quickbase/CRM Lab Workshop Ballroom Three Tally Vickory, Solution Resources Consulting Partner and President 20/20 Business Vision
           
4:50 - 5:00   Wrap-up and evaluations   Ballroom One  

 
 
 
 

Register
 

Our Brochure

Solution Resources, Inc.

Offices in Hillsborough and Pinellas County

111 2nd Ave NE  Suite 900

   5415 Britwell Court  Suite 100

St Petersburg, Fl 33701

   Tampa, Fl 33624

info@solutionresources.org

Phone:  813.269.0153   800.269.0153

 

QuickBooks Sales, Implementation, Training, Support, Accounting & Bookkeeping Services - Tampa, St Petersburg, Clearwater, Tarpon Springs,  Sarasota,  Temple Terrace,  Brooksville, Lakeland, Brandon, Bradenton, Dade City, Dunedin, New Port Richey

Onsite Services:  The Tampa Bay Area, Hillsborough, Pinellas, Pasco, Hernando, Hillsborough, Polk, Manatee, & Sarasota Counties.
 

 
 

 Quicting

r

Stacy Y. Patrick, CPA

Managing Partner

Curriculum Vitae

 Sandy Robertson

 Founding Partner 

 

 Curriculum Vitae
  Our Team

The Greater Tampa Chamber of Commerce