Content Provider
Qblogo 50 50 color new
Middlebanner astps03182024
Free cpe webinars
QuickBooks Online: Measurable Improvements


Cost Free
Presentation Length 2.0 hours

Recorded DateApril 21, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelIntermediate
Course Description

We live in a world of data, and it is more than historical financial data. To advise clients on tracking toward their goals takes developing KPIs that may include incorporating information from ancillary systems. This session will discuss ways to develop KPIs that drive performance toward goal achievement and how to develop action items based on the metrics.

Providing accurate, timely and insightful information is the value accounting services offer. Many practitioners are focused on the accurate, many prioritize timely, but not enough are providing the insight. Participate to learn skills for being an advisor, and ideas on how to add advisory services to your bookkeeping offering.

Learning Objectives:

  • Overview of the types of metrics to measure and monitor within a business and distinguishing between leading and lagging indicators.

  • Explanation on how to create new KPIs.

  • Hear strategies for creating an atmosphere of accountability to the defined KPIs.

Not logged

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on

User-added image


About Our Presenter

Qblogo 50 50 color new
Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.