Adagio Workshops

Financial Reporting Workshops

In a Financial Reporting Workshop, you will:

• Learn how to create great financial statements for your practice and your clients
• Earn CPE credit hours
  
  Using Adagio FX, the award-winning financial statement designer that brings drag-and-drop, presentation-quality financial statement design to users of Simply Accounting, QuickBooks, and Microsoft Office Accounting, you'll be able to create a variety of financial statements.

Who Should Attend

• Adagio users - either Adagio Ledger or Adagio FX
• Accountants in industry for their own use
• Accountants in public practice for their clients
• Accountants or business consultants who want to become software consultants

Investment

Early bird pricing ends two weeks before the workshop. Companies who send more than one attendee get a 10% discount on fees for the second and subsequent attendees.

Training

In this classroom session, you will learn how to create any statement you need. You'll see how to compare departments, periods, or actual to budget in seconds.

You are welcome to bring your laptop with a fully charged battery and data you're familiar with to follow along and get all of your questions answered.

Custom Inquiry & Reporting Workshops

Did You Know?

• There are five simple and straightforward ways to get your Adagio accounting data into Excel.
• You can send a mass mailing to all your customers or vendors in a single step.
• Your balance sheet can automatically move your bank account from the asset to liability section depending on whether you are using your line of credit.
• There are 3 different places where you can find a customer's YTD purchases.

Your accounting system contains a vast store of data that you can use to analyze trends and manage costs. Find out how to use the tools you already have to make your accounting system a powerful management information tool.

Who Should Attend

• Accounting Department managers & other department managers - learn what's available
• Data entry staff - learn how to use GridView as well as Adagio's built-in tools:
• SmartFinder
• Column Editor
• ExcelDirect

Investment

Early bird price ends two weeks before the workshop. Companies who send more than one attendee get a 10% discount on fees for the second and subsequent attendees.

Training

In this 2-3 hour classroom session, you will see a wealth of options for reports and inquiries.

While this seminar is not designed for hands-on training, you are welcome to bring your laptop with a fully charged battery and data you're familiar with to follow along and get all of your questions answered.

Upcoming Workshops