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Client Accounting Advisory Services Webinar

STREAMLINING SUCCESS: INTEGRATING ADP, SAGE INTACCT, AND YOOZ

Tuesday, July 23

2:00 PM (ET) | 1:00 PM (CT)

Join us for an insightful webinar where UHY, in collaboration with partners ADP, Sage Intacct, and Yooz, will showcase how their integrated solutions can significantly benefit your business. Learn about the advantages of this powerful tech stack and how it streamlines financial operations while enhancing efficiency. Discover the future-ready benefits of cloud-based solutions and how they prepare your business for evolving challenges.

Learning objectives:

  1. Learn how UHY’s collaboration with ADP, Sage Intacct and Yooz benefits our clients
  2. What the advantages of using integrated solutions are from ADP, Sage Intacct, and Yooz
  3. Discover how cloud-based solutions prepare businesses for the future

CPE Information:

Recommended CPE Credit: 1
Recommended Field of Study: Computer Software & Applications
Prerequisites: None
Program Knowledge Level: Basic
Advanced Preparation: None

Participants can cancel without penalty, as no fee is charged for the course. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 586-254-1040.

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Speakers

Jonathon Barnett | Senior Account Executive | Yooz USA

Jonathon Barnett | Senior Account Executive | Yooz USA

During his four-year tenure as a senior account executive at Yooz USA, Jonathan has been a leader driving transformative change in business operations. His approach has enabled clients to achieve significant reductions in invoice processing times, while implementing tailored and user-friendly invoice and payment workflows that improve operational efficiency.

Raquel Ek | Manager | ADP

Raquel Ek | Manager | ADP

On a daily basis Raquel builds partnerships with consultants, value added reseller partners, and business owners to improve their back-office operations by aligning the best-in-breed HCM technology and solutions with integration in their ERP software. She specializes in analyzing and consulting on a current system that may be broken or flawed and providing insight into the ever-changing market demands and government regulations. The end goal is strategically aligning the correct solutions that match the company's goals and needs as there is no one-size-fits-all. Part of her process is leveraging relationships with my partner community to create a cohesive and simplistic process for clients. Emphasizing importance on simplifying, creating efficiency, and streaming tasks so our leaders can focus more on their revenue-generating tasks rather than bogged down with menial tasks that negatively impact a company's ROI. Raquel’s skills and expertise include: Payroll, HR, Benefits Administration, Compliance, Time and Labor Management, Analysis, Worker’s Compensation, Employee Benefits, and Solution Alignment.

Dan Krishman | Consultant/Engineer | UHY Advisors

Dan Krishman | Consultant/Engineer | UHY Advisors

Dan has 10+ years’ proven experience in accounting systems implementation, and a passion for helping accounting departments break free from the burdens of data management and turn them into Master of Data analysis. He has a track record of identifying hidden financial challenges and providing technical solutions that consistently streamline business operations, maximize profit, and enhance ROI. Dan has a Master of Business Administration (M.B.A.) with a specialization in Finance.

Rhonda Sauer | Software Solutions Senior Manager | UHY Advisors

Rhonda Sauer | Software Solutions Senior Manager | UHY Advisors

Rhonda is a Senior Manager and specializes in Accounting Software Solutions. With over twenty-five years of professional experience, she excels in designing, implementing, and supporting software tools, particularly focusing on software implementation, process enhancement, and project management.  She has advised clients across diverse industries (public and private) including real estate, energy, financial services, health care, communications/media, food service, automotive and manufacturing, as well all levels of state government.

Brad Belesky | Senior Accountant | UHY Advisors

Brad Belesky | Senior Accountant | UHY Advisors

Bradley serves as a Software Solutions Senior of UHY CAAS Software Solutions group focusing on Accounting Automation Solutions. Bradley has over 10 years of accounting and software experience gained through roles in audit, tax, global consolidations, and SEC Reporting. He has worked with a variety of industries over the years including automotive, aerospace and defense, manufacturing, and non-profits.

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