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Self-Study CPE
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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 AreaSpecialized Knowledge & Applications  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Integrates withQuickBooks 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.

Testimonials

"Excellent presentation and very productive use of time. I will definitely consider changing systems to Intuit products after this presentation."

"Inspiring and motivating speaker!"

"Mariette was full of energy, and her passion for the topic really helped the learning process."

"Thanks so much for this hands-on info! The majority of my work is with Schedule C clients, so this was an incredibly helpful seminar!"

"This webinar provides great suggestions along with examples of how to improve yours and your client's quality of work life. Helps eliminate the shoe box client!"

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211