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Self-Study CPE
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Introqboreshapepart2 intuit

INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: RESHAPE YOUR PRACTICE

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Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Computer Software and Applications
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner
Series: QuickBooks Online, Bookkeeper, Women in Accounting
Course Description

Almost 70% of small businesses are expected to move their accounting processes to the cloud by 2020 and accounting professionals must be ready to serve them by learning and implementing this technology in their practices. Discover the benefits of cloud accounting and how it can change the way you work with both your clients and your team. In this webinar, you'll explore your firm's core values and strategy and how they relate to making the shift to a cloud-based practice. You'll learn how the practice management tools in QuickBooks Online Accountant can help you manage your firm's client projects and recurring tasks, streamline your books to tax process, and centralize your client and team communications and documents into one place. Finally, you'll examine your existing client list and learn strategies to help you price your services and grow your practice by targeting the right type of clients for your practice. Handouts for this course include worksheets to help you document goals and key areas to focus on in your firm.

Learning Objectives:


  1. Describe the benefits of cloud accounting and why so many small businesses are moving their business processes to the cloud.

  2. Identify the technical and workflow benefits of using QuickBooks Online.

  3. Define the elements of a vision, mission, and purpose statement.

  4. Describe the features and functionality of QuickBooks Online Accountant

  5. Explain how accountants and their clients perceive pricing differently

  6. Understand how QuickBooks ProAdvisor Program can help you grow your practice.

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

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 Sponsor

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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.