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SMALL BUSINESS TAX ADVISOR SERIES: SCALE YOUR ACCOUNTING & TAX FIRM

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
Course Description

This course provides steps for managing and scaling an Accounting & Tax firm by integrating Intuit’s cloud-based products. The training illustrates a case study of a full-time bookkeeping and tax professional who is having growth challenges. She needs tools to help her and her team reduce time and stress by performing accounting and tax preparation processes in a standardized way. In this session, you will learn tips for identifying which clients are the right fit for QuickBooks Online (QBO) and the steps to transition both your accounting and tax clients online. Next, explore the QBOA tools for viewing and modifying transactions in real time - in the most efficient manner. The import capabilities and integration features of ProConnect Tax Online (PTO) with QBOA will illustrate the seamless transition from Books to Tax. You’ll see how integrated tax software solutions can reduce data entry errors and time spent to prepare tax returns. Lastly, you’ll learn how to employ the Intuit Link application to improve your communication with clients and to keep their tax documentation and communication secure.

Learning Objectives

  • Identify growth challenges.

  • Recognize the value in using QuickBooks Online (QBO).

  • Identify features in QuickBooks Online Accountant (QBOA) that help staff perform Accounting tasks.

  • Recognize the value of using Books to Tax to transition to ProConnect Tax Online.

  • Identify the benefits of using Intuit Link.

Linkedin

Mariette Martinez

MasterYourBooks Learning Center
IRS Enrolled Agent, Financial/Tax Accountant, Intuit Trainer & Public Speaker
masteryourbooks@mariettemartinez.com
(909) 509-5887

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Mariette is the founder and lead educator at MasterYourBooks Learning Center. 

After two decades of serving as a small business accounting advisor, she is on a mission to deliver action-based learning content so that no business is left behind due to the lack of financial literacy and community support to empower their entrepreneurial dreams and goals.

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.
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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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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.