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Self-Study CPE
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Quickbooks connect 2018


QB Connect 2018
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
1 hour for EAs ()
Course LevelBasic
Instructional MethodQAS Self-Study
Advance PreparationNone
Recorded DateNov 07, 2018
Date OfferedNov 08, 2018
Course Description

Referrals from existing clients are the #1 source of new clients for accounting professionals, and are a key component of growth and success for many businesses. In this session, you'll identify referral sources, learn tips for developing referral relationships, discover referral best practices, and more.

Learning Objectives

  • Identify ways to increase referrals to your accounting business.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:10:00 minutes
QUESTION 2: 0:33:00 minutes
QUESTION 3: 0:50:00 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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Michelle is a CPA, has an MBA in Entrepreneurship and is the owner of Long for Success, LLC. She is an International Trainer for Intuit, co-host of the extremely popular QB Power Hour webinar series and the award winning Ultimate Accounting vCon. She is Advanced Certified QuickBooks ProAdvisor (both QuickBooks Online and desktop) and is a co-author of both of the Advanced Certifications. Plus, she has created numerous course for Intuit’s Accountant University. Michelle is the author of 5 Books: How to Start a Home-Based Bookkeeping Business, QuickBooks Practice Set, QuickBooks Online Practice Set, QuickBooks 2014: on Demand, and Successful QuickBooks Consulting. Michelle's recognition includes: CPA Practice Advisor Most Powerful Women, 10 Women who Inspire a Profession, Top 10 ProAdvisor, Small Business Influencer Champion, Stevie Gold Winner for Women in Business and more. She has been mentioned in the New York Times,, Business Week, Investor’s Business Daily, WebCPA and more.

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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

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QuickBooks Connect is a multi-day event that brings entrepreneurs, small business owners, accountants & developers together to grow, learn & connect with each other.

These courses help bring some of the knowledge and thought leadership from the event to any and all accounting professionals.

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