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Join CBIZ and Intuit for a practical, client-focused webinar on how to move from Desktop to modern cloud accounting. We’ll unpack why now is the right time to modernize, what a cloud-first approach really looks like, and how CBIZ guides clients through a smooth, secure migration. Expect a clear roadmap, real examples, and interactive polls designed to surface your priorities and challenges, plus CPE credit for participating.

In this session, you’ll see how cloud platforms deliver real-time visibility, automation, collaboration, and stronger security. You’ll also learn how the CBIZ + Intuit partnership streamlines the process with best-in-class tools, integration support, and specialized pricing. We’ll walk through our migration methodology, from readiness assessment to go-live, and leave you with resources to take the next step.

What you’ll learn

  • Side-by-side comparison of core features, user experience, and reporting between Desktop and Cloud
  • How cloud accounting platforms like QuickBooks Online provide real-time visibility, automation, and bank-level security—accessible anywhere, from any device
  • How CBIZ’s guided approach streamlines migration—minimizing downtime, preserving data integrity, and addressing your unique concerns about cost, training, and integrations
  • Practical answers to top questions on data migration accuracy, training, ongoing support, and the subscription model shift

What to expect

  • A clear, step-by-step roadmap from assessment to go-live, with transparent pricing and proven turnaround times
  • Interactive live polls to highlight your challenges and priorities
  • CPE credit available for qualified attendees
  • Exclusive resources: CBIZ Cloud Migration Guide, a complimentary Cloud Readiness Assessment, and access to special Intuit partner pricing

Why CBIZ + Intuit?

Our partnership gives you best-in-class tools, expert migration support, and exclusive discounts, so you can modernize with confidence, whether you’re a small business or a complex, multi-entity organization.

Don’t wait for disruption, plan your move now.

Secure your spot and take the first step toward a smarter, cloud-powered finance function

CPE CREDITS
Program Description Moving Forward with CBIZ: Your Path to the Cloud

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

Learning Objectives At the end of this course, the attendee will be able to:

  • Identify key functional differences between desktop and cloud-based accounting platforms
  • Explain how cloud migration impacts financial management processes, data accessibility, and collaboration
  • Describe the considerations and steps involved in a successful transition to cloud-based accounting environments.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1.2 Credits
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, 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.