Technology Consulting Solutions for Accountants and Their Clients

The Sleeter Group, whose members are known for providing accounting and software solutions, has created an innovative road show wherein accountants attend technology solutions training sessions in the company of their clients. I can attest to the success of this model.

Years ago, I was on staff as an instructor at the Indiana CPA Society where I designed and taught full-day, hands-on QuickBooks classes for accountants. Each accountant who registered for my class was allowed to bring one client at no extra charge. By working side by side in a learning environment, accountants and clients were better able to understand the problems that each of them faced and could work together to create practical solutions under my guidance. The classes were immensely popular and, more important, successful.



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Gail Perry is Publisher at Sift Media US, Inc. and oversees the content on the Sift websites, AccountingWEB.com and GoingConcern.com. She has been the editor-in-chief at Sift Media US since 2007, overseeing the content on AccountingWEB.

Perry is a CPA and a former senior tax accountant with Big Four firm Deloitte. She maintains a small tax practice, she is a personal finance instructor, and the author of thirty books, including Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income (Adams Media); QuickBooks on Demand (Que); Excel 2007 Macros Made Easy (McGraw Hill); The Complete Idiot's Guide to Doing Your Income Taxes (Alpha/MacMillan); and, most recently, Mint.com for Dummies (John Wiley & Sons). In addition, she is a former columnist for the Indianapolis Star and Indianapolis News daily newspapers.

Perry is a nationally recognized speaker who advises public accountants on using Internet tools to improve their accounting practices. She also taught a college-level introductory accounting class and was on staff at the Indiana CPA Society as a computer applications instructor. For five years, she was a contributing editor for Accounting Today magazine before taking over the helm at AccountingWEB.

Perry is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, passed the CPA exam (in one sitting!), and worked for Deloitte in the Chicago tax department.

Gail has been named one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor magazine and the American Society of Women Accountants.



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