Discover the Best Add-Ons in the Market

Create an Add-On Strategy for Your Firm

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session will provide guidance on some of the best add-ons in the market. If you have needs that are not met with your current solution, you may not need to change your base solution. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.


  • Overview of third party add-on solutions
  • Review add-ons for both traditional desktop and SaaS small business products
  • Shortfalls of specific add-on solutions
  • Strengths and weaknesses of various solutions
  • Broad range of needs covered


Upon completing this session, you should be able to:

  • List the three common needs for add-on products in the small business market
  • Identify shortfalls in common add-on solutions
  • Differentiate between products based on business needs
  • Create an add-on strategy for your business


  • CPE/CPD credit: Recommended for 2 CPE/CPD hours Computer Software and Applications
  • Prerequisites: None
  • Program level: Intermediate
  • Advance preparation: None
  • Who should participate: Accounting, financial, and business professionals who want to improve integration with their small business accounting solution

Instructional Delivery Method: 

QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt to take the final exam up to 10 times.

Brian F. Tankersley

Course Instructor

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Brian is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology ( He has also served as the technology editor for a major accounting industry publication. Brian has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. 

Brian is a Certified Public Accountant (Tennessee), a Certified Information Technology Professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Brian also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Meet The K2 Team

Course Instructors and Trainers

The experienced instructors at K2 Enterprises are a dynamic mix of professionals with a wealth of expertise and credentials such as CPA, JD, CITP, CGMA and MBA.

K2's team instructors have all worked in professional environments enabling them to bring 'real-world' examples and experience into the learning delivered through the on-demand courses available in Addviser.

Collectively they have delivered 10,000 programs to more than 100,000 accountants and are recognised leaders in their field staying ahead of developments in technology and how these changes will impact accounting and financial professionals.
K2 Enterprises

The Training

  • 1

    K2's Enhancing Small Business Accounting With Add-Ons

    • Instructions: K2'S Enhancing Small Business Accounting with Add-Ons

    • Video: K2's Enhancing Small Business Accounting With Add-Ons (2 hour training)

    • PDF: K2's Enhancing Small Business Accounting With Add-Ons

    • Questions: Enhancing Small Business Accounting With Add-Ons

Discover the Add-On Solutions for your firm

Improve integration with your small business accounting software