CPAacademy.org | SMALL BUSINESS TAX ADVISOR SERIES: PROFITABILITY WITH

Content Provider

Sbtas increaseprofitabilityschedulec intuit

SMALL BUSINESS TAX ADVISOR SERIES: PROFITABILITY WITH SCHEDULE C CLIENTS

Course is designed for QuickBooks Accountants, QuickBooks Consultants, and Tax preparers

Cost Free

CPE Credits 2.0 hours

Subject Area 2.0 - Other

CE Credits 0.0 hours

Course Level Intermediate

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other

Series: QuickBooks Online

Course Description

This course provides fresh ideas and in-product demos of QuickBooks Self-Employed (QBSE), QuickBooks Online Accountant (QBOA), ProConnect Tax Online (PTO) and Intuit Link tools to use in a Small Business tax advisory service. For the tax professional who wants to run an efficient and organized tax office, but craves flexibility to work virtually, you will learn about the technology and tools to enable you to successfully support your Schedule C tax clients. You will see the value in combining QuickBooks accounting tools (QBSE+QBOA) with Intuit's tax tools (PTO+Intuit Link) to build an efficient and profitable tax office. The presenter will walk through a case study that features a part-time VIRTUAL tax preparer looking to solve key profitability issues, and apply simplified, collaborative processes with clients to reduce data entry time and errors. This course overviews the requirements, features of, and expert tips for utilizing QBSE, QBOA, PTO, and Link applications.

Learning Objectives

Identify issues to improve profitability.
Recognize the benefits of using QuickBooks Self-Employed (QBSE).
Utilize QuickBooks Online Accountant (QBOA) to work with client records.
Recognize the benefits of using ProConnect Tax Online (PTO) and Intuit Link.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

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.

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About Our Presenter

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.