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INTRODUCTION TO FINANCIAL STATEMENTS AND THE ENVIRONMENT OF FINANCIAL REPORTING
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EARNINGS MANAGEMENT
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EQUITY INVESTMENTS AND LONG-LIVED ASSETS
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SEC ENFORCEMENT OF ACCOUNTING AND REPORTING REGULATION
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FINANCIAL REPORTING AND ANALYSIS - 8 COURSE SERIES
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CLASSIFICATION AND ACCOUNTING FOR DEBT AND EQUITY
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Free cpe webinars
QuickBooks Online: KPIs Advisors Depend On

QUICKBOOKS ONLINE: KPIs ADVISORS DEPEND ON

Available Date(s)
Tuesday, September 21, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Accounting
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites Recommended for individuals with intermediate knowledge of QuickBooks Online & bookkeeping
Advanced Preparation None
Course Description

Key performance indicators (KPIs) serve as the GPS of our business.  When implemented well they inform where the business is going and what adjustments they need to make to stay on course to reaching their destination (stated through goals). In this session you will learn core financial ratios, what they mean and how to advise clients based on their performance. 

Providing accurate, timely and insightful information is the value accounting services offer.  Many practitioners are focused on the accurate, many prioritize timely, but not enough are providing the insight.  

This session is part of the Becoming a Client Advisor Webinar Series. Participate to learn skills for being an advisor, and ideas on how to add advisory services to your bookkeeping offering. 

Learning Objectives:


  • Recognize the role of the key performance indicators in advisory services

  • Identify common key performance indicators for measuring business performance

  • Perform calculation methods and drivers of common key performance indicators

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.

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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.