K2's Implementing Internal Controls in QuickBooks Envrmnts Web. [ICQ4]

Sep 24, 2025
Time: 10:00am-1:30pm

Subject:

Auditing

Credit Hours:

4.00

Price:

Member: $180.00
Non-member: $250.00

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Discussion Leader:

Steve Yoss, CPA, MS    more info

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then.

Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master's of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems.

In 2017, Stephen formed Devmatics, a software development company that focuses on solving problems through the implementation of technology. Devmatics builds custom software, mobile apps, integration solutions, workflow automation, and more for all types of organizations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technical expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs to gain a competitive advantage while increasing efficiency and productivity.

Before starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant.

Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.

Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations to create efficiency and maximize their financial potential.

Stephen calls Big Bear City, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear City, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels. 

 

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Website registration for this course closes on September 23, 2025. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

K2s Implementing Internal Controls in QuickBooks Environments Webcast (ICQ4)

September 24th, 2025 / 10:00 am 1:30 pm

Live Webcast

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications small businesses use. Yet, many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for improving internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online. Participate in this program to understand how you can create a robust system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions.

In this session, you will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments using features found in the application. In addition, you will learn about additional internal control procedures for situations where you cannot establish adequate controls in QuickBooks. While many believe that QuickBooks-based organizations will forever face weak internal control structures, participating in this session will teach you how QuickBooks-based businesses can benefit from strong internal controls.

Internal control issues often arise in QuickBooks Desktop and QuickBooks Online environments. However, that need not be the case! In this session, you will learn about internal control features you can enable in QuickBooks environments to reduce risk.

Major Topics:
- Critical risks in QuickBooks environments
- Internal control options that can mitigate risk to prudently acceptable levels
- Enabling alternative control measures to improve internal controls in QuickBooks environments

Learning Objectives:
Upon completing this course, you should be able to:
- Identify the importance of internal controls in QuickBooks environments
- List four common types of internal controls and provide examples of each
- Assess the relative strength or weakness of a QuickBooks-based organizations internal control structure
- Create and implement appropriate internal controls using tools and features found in various editions of QuickBooks

Designed For: Accountants and other business professionals who want to improve internal controls in QuickBooks and QuickBooks Online environments

CPE Credits: 4, Auditing

Level of Knowledge: Intermediate

Prerequisite: None

Acronym: ICQ4

Discussion Leader: Steve Yoss, CPA, MS