New Calendar View!
Content Provider
Qbconnect18 logo

Blankbox
Quickbooks connect 2018

SHARPENING YOUR CONSULTING SKILLS

QB Connect 2018 
CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaManagement Services  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateNov 07, 2018  Date OfferedNov 08, 2018  Who should attend?CPA - small firm
CPA - medium firm
Other 
Series: QuickBooks Connect    
Course Description

Everyone is talking about the need for accountants to become consultants—but how? In this session, you'll observe a live demonstration of how consulting works with a client. You'll learn valuable consulting tools, and see their positive impact when properly applied. You'll leave this session with new consulting skills, as well as tips for leveraging your existing knowledge.

Tools you can use with clients
New perspective on your own skills
A new mindset for success as a consultant

Learning Objectives

  • Identify consulting techniques that may help better serve your clients

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:15:00 minutes
QUESTION 2: 0:32:00 minutes
QUESTION 3: 0:48:00 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.

Loading ...

Loading ...
Linkedin Twitter
Even a nerd 2

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. A certified Mentor Plus Level 5 Consultant, she is also co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and former CMO of a tech startup, she has a passion for applying technology to solving business problems. 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. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural TEDx event in 2011.

Geni is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.
 

Nasba
Logo qas

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

Qbconnect18 logo
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.

Sign up at https://quickbooksconnect.com