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Self-Study CPE
RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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OFFICETOOLS: DMS METHODS
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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WINNING STRATEGIES FOR WORKING WITH THE GIG ECONOMY
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EVOLVING COMMUNICATION THROUGH GROUP CHAT SOFTWARE
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USING QB ONLINE ACCOUNTANT PRACTICE MANAGEMENT TOOLS TO ORGANIZE WORKFLOW
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Free cpe webinars
Reinvente Su Proceso De Abordar a Sus Clientes Con Quickbooks Y Work

REINVENTE SU PROCESO DE ABORDAR A SUS CLIENTES CON QUICKBOOKS Y WORK

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Tiene un nuevo cliente y no sabe cuáles son los pasos a seguir para que todo esté en un lugar y organizado? Con esta clase, aprenderás cómo el proceso de integración de un cliente no es un problema con las herramientas de administración de QuickBooks Online Accountant, Work, que puede ayudarte a administrar los proyectos de clientes y las tareas recurrentes de su empresa, y centralizar las comunicaciones y documentos de clientes y equipos en un solo lugar. Aprenderás a usar QuickBooks
Online Accountant Work para crear flujos de trabajo estandarizados, por lo que tendrás la confianza de que ninguna tarea con fecha límite quedará en el olvido. También aprenderás cómo usar las herramientas de administración de documentos y colaboración para desbloquear el ahorro de tiempo que le permite crecer y expandir su negocio.
 
Objetivos de aprendizaje


  • Comprenda los elementos claves que necesita saber mientras aborda a un cliente y la major manera de recopilar información.

  • Reconozca los beneficios de implementar QuickBooks Online Accountant y Work.

  • Aprenda cómo implementar tareas y acciones claves en QBOA Work.

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Vanessa Ocampo

QuickBooks en Espanol
QuickBooks Trainer and Consutant
info@quickbooksenespanol.com
(786) 505-1113

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Vanessa es una emprendedora, cuya visión es fortalecer a todas las empresas hispanas en su gestión de contabilidad y procesos gerenciales a través de su herramienta contable y aplicaciones. Vanessa está comprometida con proporcionar la mejor experiencia de capacitación, educación y contenido en QuickBooks, para una mejor toma de decisiones.

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Vanessa is an entrepreneur, whose vision is to strengthen all Hispanic companies in their organization and management of their accounting and processes through its accounting tool and applications.Vanessa is committed to providing the best training, education and content experience, for a better decision making.

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Carmen tiene 23 años de experiencia en proporcionar a los clientes servicios de contabilidad, Asesorías y Formación de software. Ella disfruta construyendo relaciones fuertes y de confianza con sus clientes. Carmen es la “socia pensante” para sus clientes en lo que respecta a sus números.

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Carmen has 23 years of experience in providing clients with accounting, consulting and software training services. She enjoys building strong and trusting relationships with her clients. Carmen is the “thinking partner” for her clients in regards to their numbers.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
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

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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Carmen Manrique is Founder and President of Accounts Pro, which provides QuickBooks training, accounting and clean up for businesses in Orange County and internationally. In business for over 18 years, Carmen enjoys creating relationships with her clients and treats their businesses as if they were her own. She also works with the Spanish-speaking community in the US as well as Latin and South America.

Carmen and her team serve businesses in a wide variety of industries. With her background in accounting and bookkeeping, Carmen looks for ways to streamline client’s accounting systems and can often save them time and money. Two recent projects in the sales tax areas yielded benefit for clients: One included finding and processing a substantial sales tax refund for one client, and the second one involved securing multiple state sales tax licenses and processing returns for another client.