Over the past few years there have been many changes that directly impact the Accountant and the client. Understanding the changes in the QuickBooks Online Accountant, ProAdvisor Program, the various QuickBooks products, the pricing of these products, and much more can be a challenge. In this one hour session we will discuss what you need to know to work effectively with Intuit and your QuickBooks clients. We will also include checklists to help you can use to assess your client's unique situation.
Analyze the changes for Accountants and Clients
Identify the various QuickBooks products
Recognize when each is appropriate based on client needs
Determine what the change means for your firm
Bonnie J. Nagayama, CPA is uniquely qualified to give a well-rounded, solutions approach to the many issues facing small business today. As a CPA with Controller experience, and the President of a rapidly expanding small business herself, she assists the owner balance the many requirements of owning and operating a small business in a cost effective, time-saving manner. Bonnie does not offer any income tax work, but rather focuses on the more day-to-day operational issues that can make a dramatic difference in the cash flow and profitability of the business. Bonnie is a small business consultant, author, and professional speaker on QuickBooks® Accounting Software and Managing Your Business to Greater Heights.
Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.