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Self-Study CPE
DEI, FIRM GROWTH & THE ACCOUNTING MOVE PROJECT
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MASTERING TAX REPRESENTATION: INSIGHTS AND OPPORTUNITIES FROM INDUSTRY EXPERTS
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MASTERING TAX REPRESENTATION: THE CHANGING LANDSCAPE
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DIGITAL MARKETING IN TAX & ACCOUNTING: INSIGHTS BY CHRISTIAN JONES
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INCREASING REFERRALS FOR YOUR BUSINESS

QB Connect 2018
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CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
Subject Area 1.0 - Communications & Marketing
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 7, 2018
Date OfferedNovember 8, 2018
Expiration DateNovember 8, 2019
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: QuickBooks Connect, Bookkeeper, Women in Accounting
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.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify ways to increase referrals to your accounting business.

Not logged
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 Long

Long for Success LLC
Owner
michelle@longforsuccess.com
(816) 510-1170

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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, Inc.com, Business Week, Investor’s Business Daily, WebCPA and more.

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NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 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 together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.