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Freshbooks schedulec ss


CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.5 hours  CPE1.5  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateMay 10, 2017  Date OfferedMay 10, 2017  Who should attend?CPA - small firm
CPA - medium firm
Course Description

There is a paradigm shift in the way today’s small businesses think about accounting. The cloud has presented an evolution from traditional accounting solutions to other simpler solutions that have an ability to cut down on data entry and fixing errors for the accounting professional. Join us for an in-depth look at the current needs of small business owners and how to use a purpose-built, cloud-based solution to streamline collaboration between you and your Schedule C filers. By completing this webinar, you will be on your way to becoming certified into the FreshBooks Accountant Network, with the opportunity to advertise your services to FreshBooks’ 5 million users.

Learning Objectives

  • Identify ways that FreshBooks can benefit both accountants and their small business clients.

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Handout Materials
Presentation Slides
Additional Materials
Ebook: "Breaking the Time Barrier - How to Unlock Your True Earning Potential."
Course Outline
Supporting Documentation
Review Questions
Review Questions
QUESTION 1: 14:00 minutes
QUESTION 2: 39:00 minutes
QUESTION 3: 58:00 minutes
QUESTION 4: 1:13:00 minutes
QUESTION 5: 1:20:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Dustin Meneses is the Senior Accounts Manager and Presenter for the FreshBooks Accounting Network at FreshBooks, the #1 Cloud Accounting Solution for Small Business Owners. He is passionate about technology and loves helping business owners leverage technology to solve business challenges. Being entrepreneurial himself, he brings over a decade of experience and understanding business processes, strategy, sales, business development, operations and management. He’s also an experienced speaker with over 10,000+ hours of presenting under his belt. For the last 4 years he’s worked within the accounting industry helping CPA’s and accounting professionals understand cloud technology, value billing and leverage the ever-changing world of business and mobile applications to help run their practices more efficiently. In his spare time he loves to learn new languages, travel abroad with his family and volunteer in his community.

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NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

FreshBooks is a simple-to-use, cloud-based accounting solution designed exclusively for small business owners—the kind of owners who are passionate about what they do and may not fully understand a balance sheet (or even know what one is), and shouldn’t be ashamed of that. Since launching in May 2004 from CEO and Co-Founder, Mike’s parents’ basement, FreshBooks has helped more than 5 million people send and receive, print and pay invoices. Only QuickBooks has more online paying customers in America than FreshBooks, making FreshBooks the #1 cloud accounting solution designed exclusively for small business owners.