Sept. 21-23, 2011 • Ft. Lauderdale · Key Account Manager Intuit Amy is an Intuit Key Account Manager responsible for Intuit's Major CPA Firm Accounts in the Southeastern Region

Sept. 21-23, 2011 • Ft. Lauderdale

Alan D. Campbell Lenice A. DeLuca Wayne T. DeWitt

Richard M. Dotson Gary A. Fracassi

Lucinda L. Gallagher Paulette M. Holder

Sharon S. Lassar James M. Luffman William L. Maloney

Mario R. Nowogrodzki Cecil Patterson, Jr. Robert M. Rankin

Diane J. Reich Poornima Srinivasan

Denise M. Stubbs Caridad Vasallo

Frank Ward Donna C. Zeitler

Amy E. Vetter, CITP, CPA

Les R. Nettleton Director of Information Technology / Bourgeois Bennett, LLC

Les R. Nettleton Director of Information Technology / Bourgeois Bennett, LLC

Robert Pogorowiez President / Tech Group, Inc.

Auditing Today's SmallBusiness Accounting - Using the

Quickbooks Audit Trail

Amy E. Vetter, CITP, CPA

Certified QuickBooks® ProAdvisor Key Account Manager

Intuit

Amy is an Intuit Key Account Manager responsible for Intuit's Major CPA Firm Accounts in the Southeastern Region of the United States. Since 2001, she has alsorun a successful QuickBooks and Outsourced Accounting Practice in Southern Florida. As President of AV Accounting Services, Inc./Technology In A Box Florida, she specialized in operational accounting and finance and trouble-shooting, outsourced controllership and fractional CFO services. Her expertise includes streamlining internal policies and procedures and integrating accounting software programs to maximize performance and productivity. Solution-based approaches are tailor-made to meet each client's personal or industry-specific needs. By combining her accounting experience with the utilization of technology, Amy helps business owners implement sound planning and effective strategies for growth.

Amy's public accounting experience includes tenure with KPMG, LLP, where she performed external financial statement audits. Amy's corporate background includes Fortune 500 business experience that encompassed internal control reviews to implement financial and operational improvements and preparation of pricing strategies for potential domestic and international clientele. She has served as a business and financial process liaison between Information Technology consultants and Operational personnel to implement new accounting systems and has been involved in the implementation of EVA (Economic Value Added) at a large private corporation.

Amy is an accomplished education provider, having served as an Adjunct Professor for Nova Southeastern University’s School of Business and Entrepreneurship and Kaplan University. Amy is a national and local speaker on QuickBooks® training topics for consultants and software application users, in addition to other financial topics. Amy is also a co-author of QuickBooks® reference material published by The Sleeter Group, Inc, in addition to delivering advanced QuickBooks-related presentations at The Sleeter Group National Conferences and Webinar Series.

Amy earned a Masters of Business Administration degree from Nova Southeastern University and a Bachelor of Business Administration degree in accounting from the University of Cincinnati. She is a licensed Certified Public Accountant in the State of Florida, Certified Information Technology Professional (CITP) awarded by the AICPA, Advanced Certified QuickBooks® ProAdvisor, Certified QuickBooks® Enterprise and POS ProAdvisor, and a Sleeter Group Certified Consultant. Amy is a member of the Intuit Trainer/Writer Network where she is one of the few trainers from around the country to achieve Intuit's "Tier 3" instructor status and present for Intuit at various accounting technology and user conferences throughout the United States. Amy has been a participant in the Accountant and Advisor Customer Council for Intuit, Inc. during 2006-2008 and recognized by The CPA Technology Advisor as an outstanding 40 under 40 technology-based accountant in 2006 and 2009. In 2007, she won the South Florida Business Journal’s Up & Comer award for her expertise in accounting and dedication to the community. Amy writes a Blog called “QuickBooks Uncensored” as a member of the AccountingWEB’s Bloggers Crew, serves on the AICPA’s Journal of Accountancy Technology Advisory Panel and Intuit, Inc.’s Solution Provider Advisor Council for 2009-2011. Amy is a member of the Florida Institute of Certified Public Accountants, the American Women’s Society of CPA’s and the American Institute of Certified Public Accountants.

Mario Nowogrodzki, CPA/CITPMENDELSON CONSULTING, Inc.

ENIX/MENDELSON LLC

Auditing Today’s Small Business Accounting –Using the QuickBooks Audit Trail

www.mendelsonconsulting.com

Mario Nowogrodzki, CPA.CITP

MENDELSON CONSULTING, Inc.ENIX/MENDELSON LLC

www.qbspecialists.com

Master of Acctg Info SystemsIntuit SP Advisory Council – 4th consec yearAdv Cert QB, POS & ES ProAdvisorIntuit Trainer/Writer NetworkRecent industry awards:

‘VAR Stars’ (Bob Scott’s Insights)‘Killer VAR’ (Acctg Technology mag)‘Technology Pacesetter’ (Acctg Technology mag)



ENIX/MENDELSON LLC…QuickBooks Technology Solutions

www.EnixMendelson.com

Come see us at booth 401 & 500!


What This Session Is About

QuickBooks Audit Trail

Automatically tracks all additions, deletions, and modifications made to transactions

Ensures that an accurate record of your data is maintained

‘Closing Date’ and Password

Usernames for everyone

www.enixmendelson.com


Audit Trail Report


Audit Trail Report


Ctrl - Y

Can anyone tell me what this does?Bonus Question


Closing Date & Password


Closing Date & Password


Usernames for Everyone

Create a Username for ALL users of QB

Including the business owner and yourself

Keep ‘Admin’ for real Admin purposes

Even Admin user is required to enter Closing Date Password

Validates use of Audit Trail


Thank You!

ENIX/MENDELSON LLC…QuickBooks Technology Solutions

www.EnixMendelson.com813.421.0801 – Tampa

352.742.0800 – Orlando954.447.0250 – Ft Laud


Come see us at booth 401 & 500!

Paperless Audit with Documentation

Les R. Nettleton

Director of Information Technology Bourgeois Bennett, LLP

Les Nettleton serves as the firm’s Director of Information Technology Services. In that capacity, he manages the team of specialists that both supports the technological infrastructure of Bourgeois Bennett and provides individualized technology services to the firm’s diverse client base.

Les has specialized experience in the areas of systems analysis, technology management consulting, database management and information systems training. He regularly addresses academic, community and professional groups and organizations on a variety of technology topics and provides technology training to the firm’s staff.

Active in the community, he is a Cubmaster for the Cub Scouts, a member of St. Catherine of Sienna Men’s Club and the St. Francis Xavier Church Choir. He is also a member of the Louisiana Technology Council and the Krewe of Endymion.

FICPA 26TH ANNUAL ACCOUNTING SHOW

LES NETTLETONDIRECTOR OF

INFORMATION [email protected]

BOURGEOIS BENNETT, CPAS & CONSULTANTSLOUISIANA BASEDMETAIRIE, HOUMA, THIBODAUX AND MANDEVILLE

• Audit & Assurance

• Tax Planning & Compliance

• Small Business Accounting

• Business Valuation

• Forensic Accounting

• Litigation & Expert Witness

Testimony

• Employee Benefit Planning

• Business Consulting

• Class Action Accounting &

Administration

• Estate Planning

• Technology Management

Consulting

WHAT IS A PAPERLESS AUDIT?

THE PROCESS OF APPLYING AUDIT PROCEDURES

AND DOCUMENTING THESE PROCEDURES WITH

THE USE OF LIMITED HARD COPIES.

Are documents prepared by clients requested first in an electronic format such as a PDF, spreadsheet, or scanned image via email, portal, or flash drive?

78% 73%

Is your firm producing financial statements utilizing electronic links between the audit application and the reports, rather than re-keying data?

80% 79%

2011 2009

Source – Association for Accounting Administration/2011 Paperless Benchmarking Survey

Does your firm primarily link its audit applications to its tax application to digitally transfer trial balance information?

71% 73%

Do your personnel working outside the office access firm applications and information via a remote connection (SaaS, Virtual Private Network, Citrix/WTS) more than 50% of the time?

68% 63%

Do your auditors carry dual monitors in the field? 40% 30%

2011 2009

Source – Association for Accounting Administration/2011 Paperless Benchmarking Survey

• IN REALITY, LESS PAPER DOES NOT MEAN REMOVING ALL PAPER

• DIGITAL ENVIRONMENT ALLOWS FOR VARIOUS DEGREES OF PAPERLESS

• NEED YOUR ORGANIZATION TO FULLY COMMIT TO THE PROCESS

• NEED A COMPLETE UNDERSTANDING OF YOUR MANUAL / CURRENTSYSTEM

PORTABILITY OF DATA

ABILITY TO LOOK AT INFORMATION FROM DIFFERENT LOCATIONS –PROVIDE A SIGNIFICANT LEVEL OF ACCESSIBILITY

ONE DOCUMENT / MULTIPLE USERS• EASE OF SHARING THE SAME DOCUMENT WITH ANNOTATIONSIMBEDDED• UPDATES TRAVEL WITH THE DOCUMENT

DIGITAL DATA IS REVIEWED MORE QUICKLY

DATA ENTRY ERRORS MINIMIZED

MOST ACCOUNTING SYSTEMS ALLOW FOR DATA DUMPS / DATA EXTRACTION

DECREASE THE NUMBER OF PHYSICAL DOCUMENTS TRAVELING IN THEWORKFLOW

• REDUCES LOST / MISPLACED FILES

CUTS DOWN ON DUPLICATION OF DOCUMENTS

TRACKING AND MONITORING OF EACH STEP IN THE REVIEW PROCESS ISAUTOMATED

• INTERNAL TO DOCUMENT MANAGEMENT SOFTWARE

• EXTERNAL IN A WORKFLOW SOFTWARE

INCREASED SECURITY – FILES NOT LEFT ON DESKTOPS OR IN UNLOCKEDFILE ROOMS

FASTER TURNAROUND FOR FINANCIAL STATEMENTS DUE TOLINKING CAPABILITIES IN FINANCIAL REPORTING MODULES

DISASTER RECOVERY

INITIAL COST

• HARDWARE

• SOFTWARE

• TRAINING

• DECREASED PRODUCTIVITY

LACK OF COMMITMENT TO THE PROCESS, ESPECIALLY FROM UPPERMANAGEMENT AND OLDER PARTNERS

POORLY WRITTEN POLICIES

POLICIES NOT FOLLOWED

CHALLENGES (FALLACIES)• ONLY PAPER IS RELIABLE – “EVEN THOUGH IT IS DIGITAL, I’M

PRINTING IT!”

• PAPER IS MORE SECURE

• HOW IS SIGNOFF OCCURRING

• BOTTOM LINE – THE CURRENT WAY OF DOING THINGS MAY

NOT BE THE CORRECT WAY TO DO THEM

SAVING$

• APPROXIMATELY 15% INCREASE ON REALIZATION ON JOBS

• SAVINGS NOT REALIZED IN FIRST 2 – 3 YEARS

• SPEND LESS TIME COMPILING DATA AND MORE TIMECONSULTING WITH CLIENT

• YOU’VE WAITED LONG ENOUGH

• DIGITAL IS MATURE

• OVER 15 YEARS OLD

• SIZE OF FIRM IMPLEMENTING HAS CHANGED – NOW CAN BEEFFECTIVE FOR ANY SIZED FIRM

SOFTWARE DRIVES HARDWARE

SAAS VS. ON-PREMISES VS. HOSTED

SAAS

• SAAS - SOFTWARE AS A SERVICE

• RUNS ON A SERVER AND IS ACCESSED OVER THE WEB

• ALLOWS MULTIPLE CUSTOMERS TO COEXIST ON SAME

APPLICATION INSTANCE

HOSTED

• ACCESSED VIA WEB

• SEPARATE SERVERS FOR EACH CUSTOMER

• OFFSITE ON-PREMISES MODEL

ON-PREMISES

• SOFTWARE IS INSTALLED AND RUN ONCUSTOMER’S HARDWARE

Software considerations

TRAINING

SUPPORT

SECURITY

EASY TO USE INTERFACE

CCH – ProSystem fxEngagement

• USER INTERFACE IS INTUITIVE

• INTEGRATION WITH OTHER CCH PRODUCTS (FXTAX FOR TAXGROUPING LINKING) AND WORKFLOW APPLICATIONS

• INTEGRATES WITH CCH KNOWLEDGE BASED AUDITS PRACTICE AIDS& REFERENCE MATERIALS

• PPC PRACTICE AIDS HAVE TO MANUALLY UPDATE CHECKLISTS

• APPROXIMATELY $650/USER LICENSE

• ON-PREMISES AND HOSTED BY VENDOR

THOMPSON REUTERS – ENGAGEMENT CS

• INTEGRATION WITH PPC PRACTICE AIDS

• INTEGRATION WITH THOMSON REUTERS DOCUMENTMANAGEMENT AND TAX APPLICATIONS

• NOT INTUITIVE USER INTERFACE

• ON-PREMISES, SAAS AND HOSTED BY VENDOR

CASEWARE INTL. – CASEWARE WORKING PAPERS 2011

• INTUITIVE INTERFACE

• FINANCIAL REPORTING POWERFUL

• APPROXIMATELY $300/USER

• ON-PREMISES ONLY

CASEWARE IDEA

• DETECT FRAUD

• MEET DOCUMENTATION STANDARDS

• EXTRACT DATA

DATA MANAGEMENT/DATA EXTRACTION

CASEWARE IDEA – PROCESS

• IMPORT DATA FROM MULTIPLE FORMATS, INCLUDING FILESORIGINATING FROM MAINFRAMES, ACCOUNTING SOFTWARE ANDREPORTS PRINTED TO FILES (PDF, TXT)

• PERFORM ANALYSIS – EXTRACT, SORT, SEARCH, GROUP, STRATIFY,SUMMARIZE, AGE, GAPS, DUPLICATES, SAMPLES, STATISTICS, JOIN,APPEND, COMPARE AND CALCULATE FIELDS

• REVIEW RESULTS – PIVOT TABLES, REPORTS, CHARTS ANDEXPORTS

DATA MANAGEMENT/DATA EXTRACTION

• FIRST DECIDE WHICH HOSTING MODEL ARE YOURUNNING?

• SERVERS – STAND ALONE / VIRTUAL

• NOTEBOOKS

• MEMORY – HOW MUCH CAN YOU AFFORD

• STORAGE – GET AMPLE AMOUNT

• OPERATING SYSTEMS

• NETWORKING

• SCANNERS

• BACKUPS

• IS IT DOCUMENTED?

• HOW MANY SYSTEMS DO YOU HAVE?

• YOU SHOULD SCRUB YOUR MANUAL SYSTEM

• LOOK AT IMPLEMENTATION AS A REASON FORREINVENTING YOUR SYSTEM

• FILE NAMING• INDEXING• TICKMARK STANDARDIZATION

THE AUTOMATIC ROUTING OF DOCUMENTS TO THE USERSRESPONSIBLE FOR WORKING ON THEM. WORKFLOW ISCONCERNED WITH PROVIDING THE INFORMATIONREQUIRED TO SUPPORT EACH STEP OF THE BUSINESSCYCLE. THE DOCUMENTS MAY BE PHYSICALLY MOVEDOVER THE NETWORK OR MAINTAINED IN A SINGLEDATABASE WITH THE APPROPRIATE USERS GIVEN ACCESSTO THE DATA AT THE REQUIRED TIMES. TRIGGERS CAN BEIMPLEMENTED IN THE SYSTEM TO ALERT MANAGERSWHEN OPERATIONS ARE OVERDUE.

Source: PC Magazine

• MUST MAINTAIN THE AICPA’S CODE OFPROFESSIONAL CONDUCT REGARDING CLIENTCONFIDENTIALITY

• USER LEVEL PASSWORDS

• LOCKING BINDERS ONCE JOB HAS BEEN COMPLETED

ASSIGN TEAM MEMBERS BINDER RIGHTS

WORKPAPER RIGHTS ONLY GIVEN AS NEEDED

BACKUPSNETWORKAUDIT TEAMSOLO

PHYSICAL SECURITY

Les NettletonDirector of Information Technology

Bourgeois Bennett, CPAs and Consultants

[email protected]

Computer Forensics / Electronic Discovery / Data Extraction

Les R. Nettleton

Director of Information Technology Bourgeois Bennett, LLP

Les Nettleton serves as the firm’s Director of Information Technology Services. In that capacity, he manages the team of specialists that both supports the technological infrastructure of Bourgeois Bennett and provides individualized technology services to the firm’s diverse client base.

Les has specialized experience in the areas of systems analysis, technology management consulting, database management and information systems training. He regularly addresses academic, community and professional groups and organizations on a variety of technology topics and provides technology training to the firm’s staff.

Active in the community, he is a Cubmaster for the Cub Scouts, a member of St. Catherine of Sienna Men’s Club and the St. Francis Xavier Church Choir. He is also a member of the Louisiana Technology Council and the Krewe of Endymion.

FICPA 26TH ANNUAL ACCOUNTING SHOW

LES NETTLETONDIRECTOR OF

INFORMATION [email protected]

BOURGEOIS BENNETT, CPAS & CONSULTANTSLOUISIANA BASEDMETAIRIE, HOUMA, THIBODAUX AND MANDEVILLE

• Audit & Assurance

• Tax Planning & Compliance

• Small Business Accounting

• Business Valuation

• Forensic Accounting

• Litigation & Expert Witness

Testimony

• Employee Benefit Planning

• Business Consulting

• Class Action Accounting &

Administration

• Estate Planning

• Technology Management

Consulting

THE INVESTIGATION, ACQUISITION AND ANALYSIS OF DATA AND

INFORMATION ACQUIRED FROM DIGITAL MEDIA WITH A FOCUS ON

PRESERVATION AND THE INTENT OF SUBSEQUENT PRESENTATION.

CYBERFORENSICS IS A FORM OF ELECTRONIC DISCOVERY WHERE

METHODS OF INVESTIGATION ARE PERFORMED ON COMPUTER

BASED DATA WITH CONCENTRATION ON PRESERVATION OF THE

ORIGINAL STATE OF THE DATA SOURCE.

THE PROCESS OF ACQUIRING DATA (EXTRACTING) FROM A

SOURCE AND THEN PROCESSING THAT DATA INTO A SECONDARY

SOURCE WITH THE INTENT OF MODIFYING THE STRUCTURE OF THE

ORIGINAL DATA.

WHAT DO COMPUTER FORENSICS / ELECTRONIC

DISCOVERY / DATA EXTRACTION HAVE TO DO WITH YOU?

SARBANES OXLEY ACT

FEDERAL RULES OF CIVIL PROCEDURE

FREEDOM OF INFORMATION ACT

HIPPA

ENRON / ARTHUR ANDERSEN

ELECTRONICALLY STORED INFORMATION

E-MAIL

• ONE OF THE MOST SUCCESSFUL ELECTRONICALLY DISCOVERABLE DATA

SOURCES

• FAILURE TO PROPERLY MANAGE E-MAIL

• THE INABILITY TO PRODUCE SUBPOENAED E-MAILS RESULTS IN MILLIONS OF

DOLLARS OF LAWSUITS AND FINES TO COMPANIES ANNUALLY


E-MAIL

• YOU MUST HAVE PROPER E-MAIL RETENTION POLICIES IN PLACE

• YOU MUST BE SURE YOUR COMPANY FOLLOWS THESE POLICIES

• YOU MUST KEEP E-MAILS RELATING TO ITEMS THAT HAVE RETENTION VALUE

• YOU MUST DELETE E-MAILS WHICH ARE OF NO VALUE TO YOUR COMPANY

• E-MAILS CAN BE CONTENT SEARCHED DURING ELECTRONIC DISCOVERY

• ARCHIVING AND BACKUPS


DATA

• WORD PROCESSING

• SPREADSHEETS

• PDFS

• ACCOUNTING SYSTEMS

• TAX RECORDS

• AUDIT RECORDS


OTHER DATA

• INSTANT MESSAGES

• TEXT MESSAGES

• VOICEMAIL

• RAM

• CLOUD COMPUTING

• SOCIAL MEDIA

EACH STATE HAS ITS OWN RULES, LAWS AND REGULATIONS

REGARDING ELECTRONIC DATA

•SOME CIRCUMSTANCES REQUIRE YOU TO RETAIN INFORMATION

•SOME CIRCUMSTANCES REQUIRE YOU TO DELETE INFORMATION

•YOU MUST LOOK AT YOUR CURRENT BACKUP SOLUTION

•LEGACY BACKUP TAPES THAT CAN’T BE RESTORED?

HARD DRIVES

RISKS – HARD DRIVES CONTAIN CONFIDENTIAL INFORMATION

BANKING INFORMATION

CREDIT CARD INFORMATION

TAX RETURNS

USERNAMES AND PASSWORDS

SENSITIVE CORPORATE INFORMATION

HARD DRIVES – DELETE VS. ERASE

•DELETE – MOVES A FILE TO YOUR RECYCLE BIN FOR

LATER DELETION

•DELETING DATA SIMPLY MAKES THE SPACE AVAILABLE

FOR OVERWRITE

•UTILITIES CAN BE USE TO RECOVER DELETED DATA

(DOWNLOADED FROM THE INTERNET)


•ERASING – REMOVING ALL TRACES OF THE FILE SO IT

CANNOT BE RECOVERED


•DATA MUST BE OVERWRITTEN

•SECURE ERASE IS PERFORMED – OVERWRITES ALL AREAS OF A

HARD DRIVE, EVEN THOSE NOT BEING USED

•OVERWRITE IS PERFORMED MULTIPLE TIMES


•DATA MUST BE OVERWRITTEN

•RANDOM DATA IS USED IN THE OVERWRITE – NO PATTERNS

•ZEROS ARE USED IN THE FINAL OVERWRITE LAYER

REFORMATTING DOES NOT ERASE

ALL OF THESE FACT MUST BE CONSIDERED THE NEXT TIME YOUR

DISPOSE, SELL OR DONATE YOUR EQUIPMENT

DATA REMOVAL SOFTWARE

ERASER

DARIK’S BOOT AND NUKE

APPLE’S BUILT-IN UTILITY

MIRETH TECHNOLOGY SHREDIT

CONTENT STORED IN A SMARTPHONE

E-MAILS WITH ATTACHMENTS

(DID THEY COME FROM A CLIENT?)

INTERNET HISTORY

CONTACTS

PASSWORDS

TEXT MESSAGING HISTORY

FACEBOOK

TWITTER

BLOGS

MY SPACE

LINKED IN

Les NettletonDirector of Information Technology

Bourgeois Bennett, CPAs and Consultants

[email protected]

Backup and Disaster Strategies - Business Continuity

Robert Podgoroweiz

Who am I?

Robert Podgorowiez, CPAManaging Director and founder of Tech GroupFull service consulting firm offering IT solutions in South Florida for 20 yearsIT management, Software development, Customizable Accounting Systems, automated sales force.

Disaster Recovery StrategyDRS is the process, policies and procedures related to preparing for recovery or continuation of technology infrastructure critical to an organization after a natural or human-induced disaster.

While business continuity involves planning for keeping all aspects of a business functioning in the midst of disruptive events, disaster recovery focuses on the IT or technology systems that support business functions.

What Are the Consequences of Data Loss?

93% of companies that lost their data center for 10 days ormore due to a disaster, filed for bankruptcy within one year ofthe disaster. 50% of businesses that found themselveswithout data management for this same time period filed forbankruptcy immediately. (National Archives & RecordsAdministration in Washington)

94% of companies suffering from a catastrophic data loss do not survive - 43% never reopen and 51% close within two years. (University of Texas)

30% of all businesses that have a major fire go out of business within a year and 70% fail within five years. (Home Office Computing Magazine)

Data Loss Statistics?

77% of those companies who do test their tape backups found back-up failures. (Boston Computing Network, Data Loss Statistics)

7 out of 10 small firms that experience a major data loss go out of business within a year. (DTI/Price waterhouse Coopers)

96% of all business workstations are not being backed up. (Contingency Planning and Strategic Research Corporation)

50% of all tape backups fail to restore. (Gartner)

25% of all PC users suffer from data loss each year (Gartner)

Causes of Data Loss

Data Backup Methods/Devices

Secrets about backup systems (1)

The cost of backup software is a fraction of what you’re going to spend. When something goes wrong, the costs of finger-pointing are enormous Online backup is an unbelievably slow recovery medium. downloadspeed 500 GB : 150Per-client and upgrade fees are the cash cow of the industry. If you don’t protect all of your notebooks and PCs, you are risking some of your most important data.

Secrets about backup systems (2)Tape is a great backup medium but a lousy restore medium.Putting your backup software on a Windows server means that you are at risk for all those computer viruses against which you’re trying to protect your environment.Supporting heterogeneous environments is a commitment; not an afterthought. Replication requires either expensive dedicated hardware or a lot of resource

Tape BackupTape is not random access so can be slow to restore fromTape is unreliable (up to 70% failure rate)Tape drives and controllers are expensiveTapes written on one drive often cannot be read on another.Manual navigation through multiple tapesUnencrypted data

Network Attached Storage (NAS)Inexpensive and large amount of dataEncrypted, high securityAutomated, high speed direct access recoveryAlmost no NAS devices are designed with removable drives, meaning there is no way to practically “off-site” the data.Many NAS are Linux based, which means the security permissions of files and folders will be lost when used to restore to a Windows server domain environment.Linux based NAS boxes can have trouble authenticating to new Windows domain environments

Online Backup

Carbonite $54.95/year/1 PC $164.85 15-day trial

CrashPlan $49.99/yr/1 PC $120 30 day, and free local, friend

IDrive $99.50/year/50GB/5 PCs

$99.50 5GB free account

Jungle Disk $3/month plus storage fees

$81 None.

KineticD $2/GB/unlimited PCs $100.00 14-day trial

MiMedia $99/year/100GB/Unlimited PCs

$99.00 30-day trial

MozyHome $4.95/mo/1 PC $163.35 2GB free account

Nomadesk $50/year $50 (subject to fair use policy)

30-day free trial

Norton Online Backup $49.99/25GB/5 PCs $99.98 30-day 5GB trial

SOS Online Backup $79.95/year/5 PCs $79.95 14-day trial

BDR Appliance

Constant backupsOnsite as well as off-site replicationBare Metal RestoreVirtualized ServerIncludes Daily monitoringMonthly fee

Your Disaster Recovery Strategy

How many Gigabytes do we need to backup?What is your cost of being without a system?How much time can you go between backups?How secure do you need to keep your data?Do you need to be able to retrieve files at a certain point in time?

Thank You!Q & A

Learn more about membership. | [email protected] | www.ficpa.org(800) 342-3197 (in Florida) | (850) 224-2727

“ I renew because of the invaluable networking opportunities that being a member of the F ICPA provides. From being involved with your local chapter to attending networking events, the F ICPA is an organization that is

known and respected across many industries.”

Monica Ospina, CPA, ABV, CFF Cherry, Bekaert & Holland, LLP

Coral Gables Member since 2007

“ I renew my F ICPA membership because of the signif icant access to education, current events, and the

networking it provides.”

Ray Monteleone, CPA President, Paladin Global Partners

Fort Lauderdale Member since 1979

“ Ibeced

“ I’m renewing my F ICPA membership because it keeps me professionally and socia lly connected to my fellow peers in the profession.”

David White, CPA Carr Riggs & Ingram LLC

Tallahassee Member since 2010

FICPA Membership: Connect, Learn and ThriveProud to be a Member

FLA

Who We AreThe FICPA has teamed up with the Business Learning Institute (BLI), a one stop shop that helps you to develop a custom learning solution which blends traditional classroom settings with modern tools such as webcasts, webinars and on-line classes.

This combination of traditional and modern training venues will allow your employees – from the highest level to entry level – the opportunity to participate in programs that cover everything from technical content to leadership, performance skills and technology.

The company that learns together,

earns together...

Let Us Show You How!

What We DoLet us guide you through the process of selecting the right curriculum for

identify topics that will be the next hot issue.

Have you heard about XBRL, Lean Accounting, International Financial Reporting

Why Us?

Who Uses Our Services? BLI has coordinated and tailored programs for the following international organizations:

For more information

Contact Carol Kearney at (800) 342-3197 (in Florida) or (850) 224-2727, Ext. 271

or e-mail .

(PLACE ON YOUR COMPANY’S LETTERHEAD)

Attention: Business Editor Contact: (CONTACT NAME) (CONTACT’S TITLE) (FIRM NAME) For Immediate Release Phone ____________________

E-Mail ____________________ (WEB ADDRESS, IF APPLICABLE)

(MEMBER’S NAME), CPA, Completes course on (SUBJECT AREA)

(MEMBER’S CITY), (DATE), 2011 -- _______(MEMBER’S FULL NAME___________,

CPA, of _____(FIRM NAME)______ in ________(CITY)______________________, completed a course,

“________(COURSE TITLE)______,” on ____(DATE) ____. This continuing-education course covered

the topic of_____________________(SUBJECT AREA)______________________.

___(MEMBER’S LAST NAME)_________ is a ______(POSITION TITLE)___________ practicing in the

area of (MEMBER’S AREA OF PRACTICE – TAS, AUDIT, ETC.) with the firm.

In addition to (MEMBER’S LAST NAME)’S professional responsibilities, HE/SHE is also active in (LIST

ANY OTHER PROFESSIONAL/CIVIC/ VOLUNTEER/COMMUNITY ACTIVIES – OPTIONAL). HE/SHE is

an active member of the Florida Institute of Certified Public Accountants, the professional association

representing the interests of more then 18,400 CPAs with over 4,400 offices throughout Florida.

(MEMBER NAME) can be reached by telephone at _____(PHONE NUMBER)____, or via e-mail at

_______(E-MAIL ADDRESS)_______.

###

Documents

Sept. 21-23, 2011 • Ft. Lauderdale · Key Account Manager Intuit Amy is an Intuit Key Account Manager responsible for Intuit's Major CPA Firm Accounts in the Southeastern Region