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Mcwilliams changinglandscape


Cost Free Presentation Length 1.0 hour 

Recorded DateSeptember 25, 2015  CPE:Not available (archived webinars do not offer CPE credits)  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Who should attend?Bookkeeper
CPA - small firm
CPA - medium firm
Course Description

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.

Learning Objectives

  • 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


"Gave me a good idea of what Quickbooks has to offer, thanks."

"Great webinar. Speaker was very knowledgeable."

"I loved being in a class with Bonnie again. I attended one of her 8 hour classes years ago. She's a CPA I can trust."

"I would gladly take any course Bonnie or her group conducted about quickbooks. I need all the help I can get. This group of products is well worth investing time to learn. Very valuable product to know."

"This session was the most informative webinar from CPAacademy that I have attended. The presenter was extremely knowledgeable and got a lot of important information across in a short time. I am QB ProAdvisor and I still learned a lot about QB that will be very helpful to me and my clients."

"Very informative. Quickbooks has so many options and it can be overwhelming trying to figure out what to purchase that will work for a company's situation. Thanks!"

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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 Avila

Intuit Channel Manager
(520) 901-6900

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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.

About Our Presenter

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McWilliams & Associates Inc. provides goods and services to Accountants and their small business QuickBooks clients for the purpose of improving the success of both. McWilliams & Associates Inc. is dedicated to business growth and profitability through education and support for our national and international clients and customers.