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K2's After QuickBooks, What's Next?


Total Credits: 1 including 1 Computer Software & Applications - Non-technical

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Categories:
ACPEN Industry Institute |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Overview
Duration:
1 Hour
License:
Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. This course explores the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks, and more. Participants will gain insights into key features, integration capabilities, add-on solutions, and payroll and reporting functionalities. Learn strategies for seamless implementation and discover how to guide clients effectively through this change. Comparative tables and expert insights will equip you to make informed recommendations for your practice or small business. Attend this session and learn more about platforms available for small businesses.

Basic Course Information

Learning Objectives
  • Identify key differences between QuickBooks Pro and Premier and their potential replacements
  • Evaluate and compare the features, integrations, and add-on solutions offered by platforms such as Xero, Zoho Books, and FreshBooks
  • Identify key steps in the transition process from legacy QuickBooks systems to newer, Cloud-based accounting tools
  • Create a roadmap for advising clients on selecting and implementing the most suitable accounting platform for their needs

Major Subjects
  • Transitioning from QuickBooks Pro and Premier – challenges and opportunities
  • Overview and comparison of leading accounting software solutions
  • Implementation strategies and best practices for modern accounting platforms

Course Materials

Faculty

Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC


Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Dates

Tue, Jun 17, 2025 - 7:00 PM to 7:56 PM EDT
Thu, Jun 26, 2025 - 11:00 AM to 11:56 AM EDT
Tue, Jul 15, 2025 - 1:00 PM to 1:56 PM EDT
Wed, Jul 30, 2025 - 3:00 PM to 3:56 PM EDT
Tue, Aug 05, 2025 - 5:00 PM to 5:56 PM EDT
Sat, Aug 23, 2025 - 9:00 AM to 9:56 AM EDT
Wed, Sep 03, 2025 - 11:00 AM to 11:56 AM EDT
Sat, Sep 20, 2025 - 1:00 PM to 1:56 PM EDT
Fri, Oct 10, 2025 - 3:00 PM to 3:56 PM EDT
Tue, Oct 28, 2025 - 5:00 PM to 5:56 PM EDT
Fri, Nov 07, 2025 - 9:00 AM to 9:56 AM EST
Wed, Nov 19, 2025 - 11:00 AM to 11:56 AM EST
Thu, Dec 04, 2025 - 7:00 PM to 7:56 PM EST
Thu, Dec 18, 2025 - 3:00 PM to 3:56 PM EST
Sat, Dec 27, 2025 - 5:00 PM to 5:56 PM EST
Tue, Jan 13, 2026 - 9:00 AM to 9:56 AM EST
Fri, Jan 30, 2026 - 11:00 AM to 11:56 AM EST
Tue, Feb 03, 2026 - 1:00 PM to 1:56 PM EST
Fri, Feb 20, 2026 - 3:00 PM to 3:56 PM EST
Tue, Mar 10, 2026 - 5:00 PM to 5:56 PM EDT
Fri, Mar 27, 2026 - 9:00 AM to 9:56 AM EDT
Thu, Apr 02, 2026 - 7:00 PM to 7:56 PM EDT
Sat, Apr 18, 2026 - 1:00 PM to 1:56 PM EDT
Fri, May 08, 2026 - 3:00 PM to 3:56 PM EDT
Tue, May 26, 2026 - 5:00 PM to 5:56 PM EDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of accounting software, including QuickBooks
Advanced Preparation  None
Designed For Business professionals seeking to transition from QuickBooks desktop accounting platforms
Original Recording Date

2025

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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