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K2's After QuickBooks, What's Next?


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

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Technology
Faculty:
Thomas G. Stephens Jr., 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

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

Working as an auditor and technology consultant for an Atlanta-based public accounting firm;

Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;

Serving as a Chief Financial Officer for an international engineering organization; and

Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Tue, Jun 17, 2025 - 06:00pm to 07:00pm CDT
Thu, Jun 26, 2025 - 10:00am to 11:00am CDT
Tue, Jul 15, 2025 - 12:00pm to 01:00pm CDT
Wed, Jul 30, 2025 - 02:00pm to 03:00pm CDT
Tue, Aug 05, 2025 - 04:00pm to 05:00pm CDT
Sat, Aug 23, 2025 - 08:00am to 09:00am CDT
Wed, Sep 03, 2025 - 10:00am to 11:00am CDT
Sat, Sep 20, 2025 - 12:00pm to 01:00pm CDT
Fri, Oct 10, 2025 - 02:00pm to 03:00pm CDT
Tue, Oct 28, 2025 - 04:00pm to 05:00pm CDT
Fri, Nov 07, 2025 - 08:00am to 09:00am CST
Wed, Nov 19, 2025 - 10:00am to 11:00am CST
Thu, Dec 04, 2025 - 06:00pm to 07:00pm CST
Thu, Dec 18, 2025 - 02:00pm to 03:00pm CST
Sat, Dec 27, 2025 - 04:00pm to 05:00pm CST
Tue, Jan 13, 2026 - 08:00am to 09:00am CST
Fri, Jan 30, 2026 - 10:00am to 11:00am CST
Tue, Feb 03, 2026 - 12:00pm to 01:00pm CST
Fri, Feb 20, 2026 - 02:00pm to 03:00pm CST
Tue, Mar 10, 2026 - 04:00pm to 05:00pm CDT
Fri, Mar 27, 2026 - 08:00am to 09:00am CDT
Thu, Apr 02, 2026 - 06:00pm to 07:00pm CDT
Sat, Apr 18, 2026 - 12:00pm to 01:00pm CDT
Fri, May 08, 2026 - 02:00pm to 03:00pm CDT
Tue, May 26, 2026 - 04:00pm to 05:00pm CDT

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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