I want to view training sessions at Scaling New Heights® . . . 

… by the yeti I face.

… by impact on my practice.

… by categories.

Scaling New Heights offers the most comprehensive and in-depth training for Intuit’s small business solutions…as well as cutting edge practice growth and development training. 

This page provides a categorical view of the training options for Scaling New Heights 2017. Click the button below to view the training sessions and descriptions in a PDF.

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Sessions to Help with the Yeti I face

At Scaling New Heights, we have been listening to small business advisors to learn about the most challenging Yeti they face.  We have designed our educational courses this year to assist you in your efforts to bravely face and tame your Yeti.

View Sessions by the Yeti I Face

Becoming and Remaining Distinctive

Advanced Value Pricing: How to Calculate a Profitable Price Without Timesheets
Becoming an Advisor to Professional Services Firms
Bold Advisor Pre-Conference Workshop: Firm Purpose, Mission, Values, and Big Y
Bold Advisor (Part 1): Firm Management Strategies that Ensure Success
Bold Advisor (Part 2): Set Your Goals and Layout Your Plan for Success
Building a Profitable Firm You Love
Criminal Tax Investigations
Examinations of Cash Businesses
Fraud Defense (Parts 1 & 2)
Implementing OneNote in Your Firm
Latest Trends of Customer Experience for the Accounting Profession
Leadership Series Part 1: The Leader Within
Leadership Series Part 2: Leading a High-Performance Team
Leadership Series Part 3: The Effective Leader – Strategic Goal Setting and Effective Decision Making
Learn Effective Communication with Millennials, Gen. X, and Boomers
Legal Concerns & Strategies for Accounting Professionals: A Guide to Minimizing Malpractice Claims
Living the Dream: How You Can Have It All
Making & Editing Videos with Camtasia and Publishing on YouTube
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior
Operational Consulting Part 1: From the Beginning: Discover, Design, Pilot and Implement
Operational Consulting Part 2: Make It Work: Implementations Case Study
Personal Productivity and Task Management (Parts 1 & 2)
Representing the Innocent Spouse
Resolving a Business’s Payroll Tax Nightmare
Serving Non-Profit Organizations (Parts 1 & 2)
Specializing in the Contractor Industry (Parts 1 & 2)
Strategies for the Intuit-Centric Professional
Tax Liens & Tax Levies: Dealing with IRS Enforcement
The Legal Industry – A Closer Look at the Opportunities
The Letter Arrives: Handling an IRS Examination
The Process-Driven Firm: From the Inside Out (Parts 1 & 2)
The Tax Man Cometh: Dealing with the IRS Collection Division
Thriving in Business as a Woman: Winning over the Men of 'Mad Men'
Top Ten Business Myths
Troubleshooting QuickBooks: Cash to Equity (Parts 1 & 2)
Using OneNote to Maximize Personal Productivity and Task Management
Value Pricing: Interactive Case Studies
Value Pricing: The Secret Formula for a Better Way to Price your Services
What Replaces Timesheets?

Building and Leading a Team

Building a Profitable Firm You Love
Creating and Growing a Team – Your First (and Next) Steps #BeyondSolo
Leadership Series Part 1: The Leader Within
Leadership Series Part 2: Leading a High-Performance Team
Leadership Series Part 3: The Effective Leader – Strategic Goal Setting and Effective Decision Making
Learn Effective Communication with Millennials, Gen. X and Boomers

Personal Productivity and Task Management (Parts 1 & 2)

Thriving in Business as a Woman

Finding and Retaining the Right Clients

Accountant-Friendly Selling: Prescribing Solutions
Building a Powerful Presentation
Content Marketing for ProAdvisors: Beyond Social Media
Creating a Comprehensive Marketing Plan
How to Communicate the Value of Outsourced Bookkeeping and Advisory Services
How to Find the Niche that will Make you Rich
LinkedIn and Twitter: the How-Tos
Making & Editing Videos with Camtasia and Publishing on YouTube
Fundamentals on How to Grow Your Practice Using Facebook
Leveraging the Next Generation of Social Media
Online Marketing: Implementing and Managing Your Plan
Online Marketing: Strategies and Components
Personal and Professional Branding
Revolving Door: Who is Coming to Your Front Door & How to Show Them the Backdoor
Strategies for the Intuit-Centric Professional
The Power of Win-Win

Moving Beyond Bookkeeping/Compliance Into the Role of Advisor

Becoming an Advisor to Professional Services Firms
Cyber Security for You and Your Clients
Financial Analysis – Expanding Your Value-Add Services
Fraud Defense (Parts 1 & 2)
Implementing OneNote in Your Firm

Legal Entities and Accounting Implications
Making the Most of Generating Reports in QBO
Making the Most of QB Desktop In-Product Reports
Operational Consulting Part 1: From the Beginning: Discover, Design, Pilot and Implement
Operational Consulting Part 2: Make It Work: Implementation Case Study
QuickBooks Online Troubleshooting
Restaurant Industry Tips and Tricks
Serving Non-Profit Organizations (Parts 1 & 2)
Strategies for the Intuit-Centric Professional
The Legal Industry – A Closer Look at the Opportunities

Training QuickBooks Online End Users
Uncovering What Your Clients Value: Asking the Right Questions
Using OneNote to Maximize Personal Productivity and Task Management
Using Technologies Like Evernote to Maximize Personal Productivity and Task Management
Value Pricing: Interactive Case Studies
What E-Commerce Clients Really Want

Staying Current with Technology

Complex Conversions: Resolving Common Issues
Enhancing QuickBooks Desktop File Stability & Performance
Excel: Additional Features and Formulas
Excel: Basic Formulas & Features
Excel: Macros – Get Ready to Automate
Excel: More Fabulous Formulas and Features
Excel: Special Date Formulas and Data Validation
Excel: Special Features & Functions
Excel: the Spreadsheet Concept
Excel: Visual Basic for Applications (VBA) Part 1
Excel: Visual Basic for Applications (VBA) Part 2
How Do I Do that in QBO?
Implementing OneNote in Your Firm
Mastering QuickBooks In-Product Reports
Operational Consulting Part 2 : Make it Work Implementation Case Study
People’s Choice Peer-Led Apps Training: Starring Expensify and Starring Receipt Bank
People’s Choice Peer-Led Apps Training: Starring Fathom and Starring LivePlan
People’s Choice Peer-Led Apps Training: Starring Knowify and Starring Hubdoc

Practically Using Transaction Pro
QB Payments Merchant Processing, from Swipe to Automation
QuickBooks Desktop Super Geek 101: Database Essentials
QuickBooks Desktop Super Geek 201: Differential Diagnosis
QuickBooks Enterprise Solutions Advanced Inventory (Parts 1 & 2)
QuickBooks Online: Tricky Transactions
QuickBooks Online Troubleshooting
Streamlining Your Workflow in the Cloud with APPS
The QBO Mobile App in the Field
Tech Makeover: Taking a Large Inventory Client to the Cloud
Tools to Solve the Problems You Don’t Know You Have
Troubleshooting Apps Integration: Identify, Correct and Prevent
Troubleshooting QuickBooks: Cash to Equity (Parts 1 & 2)
Using OneNote to Maximize Personal Productivity and Task Management
Using QuickBooks Online Data Utilities: A ProAdvisor Perspective
Using Technologies Like Evernote to Maximize Personal Productivity and Task Management

Sessions with Impact on my Practice

We all want to make a difference.  Many of our courses at Scaling New Heights are designed to help you do just that.

View Sessions by Impact
Advanced Value Pricing: How to Calculate a Profitable Price Without Timesheets
Becoming an Advisor to Professional Services Firms

Fraud Defense (Parts 1 & 2)
How to Communicate the Value of Outsourced Bookkeeping and Advisory Services
Leadership Series Part 1: The Leader Within
Leadership Series Part 2: Leading a High-Performance Team
Leadership Series Part 3: The Effective Leader – Strategic Goal Setting and Effective Decision Making
Learn Effective Communication with Millennials, Gen. X, and Boomers
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior
Operational Consulting Part 1: From the Beginning: Discover, Design, Pilot and Implement
Operational Consulting Part 2: Make It Work: Implementation Case Study
Serving Non-Profit Organizations (Parts 1 & 2)
Specializing in the Contractor Industry (Parts 1 & 2)
Supporting your Clients with Financial Advisory Services
The Legal Industry – A Closer Look at the Opportunities
Top Ten Business Myths
Tools to Solve the Problems You Don’t Know You Have - There’s an App for That
Value Pricing: The Secret Formula for a Better Way to Price your Services
What Replaces Timesheets?

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View Sessions by Category

Scaling New Heights engages the leading minds within the profession to provide cutting edge practice growth and development training.

Click here to View Practice and Professional Development
Advanced Value Pricing: How to Calculate a Profitable Price Without Timesheets
Becoming an Advisor to Professional Services Firms
Bold Advisor Pre-Conference Workshop: Firm Purpose, Mission, Values, and Big Y
Bold Advisor (Part 1): Firm Management Strategies that Ensure Success
Bold Advisor (Part 2): Set Your Goals and Layout Your Plan for Success
Building a Powerful Presentation
Building a Profitable Firm You Love
Creating and Growing a Team – Your First (and Next) Steps #BeyondSolo
Cyber Security for You and Your Clients
Financial Analysis – Expanding Your Value-Add Services
Four Things to Know About Perfect Workflow
Fraud Defense (Parts 1 & 2)
Growth Brings Complexity. Don’t Let It Overwhelm You
Guarantee Profitability: for Your Clients, for Your Practice
Implementing OneNote in Your Firm

Latest Trends of Customer Experience for the Accounting Profession
Leadership Series Part 1: The Leader Within
Leadership Series Part 2: Leading a High-Performance Teams
Leadership Series Part 3: The Effective Leader – Strategic Goal Setting and Effective Decision Making
Learn Effective Communication with Millennials, Gen. X, and Boomers
Legal Concerns & Strategies for Accounting Professionals: A Guide to Minimizing Malpractice Claims
Legal Entities and Accounting Implications
Living the Dream: How You Can Have It All
Making the Most of Generating Reports in QBO
Making the Most of QB Desktop In-Product Reports
Making Value Pricing a Reality in Your Business
Making Your Dream a Reality: Overcoming the Obstacles
Method: CRM for Sales
Method:Donor for Nonprofits and QuickBooks
Mr. Spock and Homer Simpson: The Two Sides of Human Economic Behavior
Operational Consulting (Part 1): From the Beginning: Discover, Design, Pilot and Implement
Operational Consulting Part 2: Make It Work: Implementation Case Study
Personal Productivity and Task Management (Parts 1 & 2)
Practicing in the Medical Industry
Revolving Door: Who is Coming to Your Front Door & How to Show Them the Backdoor
Restaurant Industry Tips and Tricks
Secrets of Custom Report Design - How to Ferret Out What The Customer Actually Wants
Serving Non-Profit Organizations (Parts 1 & 2)
Specializing in the Contractor Industry (Parts 1 & 2)
Strategies for the Intuit-Centric Professional
Tech Makeover: Taking a Large Inventory Client to the Cloud
The Process-Driven Firm: From the Inside Out (Parts 1 & 2)
Thriving in Business as a Woman: Winning over the Men of 'Mad Men'
Tools to Solve the Problems You Didn’t Know You Have
Top Ten Business Myths
Training QuickBooks Online End Users
Uncovering What Your Clients Value: Asking the Right Questions
Using Microsoft Teams to Maximize Productivity
Using OneNote to Maximize Personal Productivity and Task Management
Value Pricing: Interactive Case Studies
Value Pricing: The Secret Formula for a Better Way to Price your Services
What Replaces Timesheets
What E-Commerce Clients Really Want
Why Method is the #1 CRM for QuickBooks
Click here to View Practice Growth Sessions
Accountant-Friendly Selling: Prescribing Solutions
Content Marketing: Beyond Social Media
Creating a Comprehensive Marketing Plan
How to Find the Niche that will Make you Rich
LinkedIn and Twitter: The How Tos
Leveraging the Next Generation of Social Media
Making & Editing Videos with Camtasia and Publishing on YouTube
Fundamentals on How to Grow Your Practice Using Facebook
Online Marketing: Implementing and Managing Your Plan
Online Marketing: Strategies and Components
Personal and Professional Branding
The Power of Win-Win
Click here to View In-Depth QuickBooks Training
50 Minutes with the QuickBooks Self Employed Product Team
50 Niche Apps in 50 Minutes
100 Minutes with the Intuit Reseller Program
100 Minutes with the QuickBooks Online Accountant Product Team
Apps 101: How to Select and Integrate
Complex Conversions: Resolving Common Issues
Enhancing QuickBooks Desktop File Stability & Performance
How Do I Do that in QBO?
QB Payments Merchant Processing, from Swipe to Automation
QuickBooks Desktop Super Geek 101: Database Essentials
QuickBooks Desktop Super Geek 201: Differential Diagnosis
QuickBooks Enterprise Solutions Advanced Inventory (Parts 1 & 2)
Streaming Your Workflow in the Cloud with APPS
Strategies for Importing into QuickBooks Online
The QBO Mobile App in the Field
Tools to Solve the Problems You Don’t Know You Have
Troubleshooting Apps Integration: Identify, Correct and Prevent
Troubleshooting QuickBooks: Cash to Equity (Parts 1 & 2)
Using QuickBooks Online Data Utilities: A ProAdvisor Perspective
Click here to View ProAdvisor Certification Sessions
QuickBooks Desktop Advanced Certification Exam Prep (5 Parts)
QuickBooks Enterprise Solutions Certification Exam Prep (3 Parts)
QuickBooks Online Advanced Certification Exam Prep (5 Parts)
QuickBooks Online Certification Exam Prep (3 Parts)
Click here to QB Integrated Apps Sessions
Become a Bill.com Power User: Level-up Your Firm and Unlock Powerful Features
Bill.com 101: Getting Up to Speed with the Accountant Console
Inventory Management Beyond QuickBooks: What’s Next?
Method:CRM for Sales
Method:Donor for Nonprofits and QuickBooks
People’s Choice Peer-Led Apps Training: Starring Expensify and Starring Receipt Bank
People’s Choice Peer-Led Apps Training: Starring Fathom and Starring LivePlan
People’s Choice Peer-Led Apps Training: Starring Knowify and Starring Hubdoc
Practically Using Transaction Pro Utilities
Reporting Goldmine
Tech Makeover: Taking a Large Inventory Client to the Cloud
What’s New in TSheets – TSheets Cert 2.0
When to Step Out Beyond QuickBooks for Inventory Management
Why Method is the #1 CRM for QuickBooks
Why Mobile Matters: Drive Efficiency and Client Delight
Click here to View Tools & Utilities Sessions
Excel: Additional Features and Formulas
Excel: Basic Formulas and Features
Excel: Macros – Get Ready to Automate
Excel: More Fabulous Formulas and Functions
Excel: Special Date Formulas and Data Validation
Excel: Special Features & Functions
Excel: The Spreadsheet Concept
Excel: Visual Basic for Applications (VBA) Part 1
Excel: Visual Basic for Applications (VBA) Part 2
Practically Using Transaction Pro Utilities

Click here to View IRS Representation Sessions
Criminal Tax Investigations
Examinations of Cash Businesses
Representing the Innocent Spouse
Resolving a Business’s Payroll Tax Nightmare
Tax Liens & Tax Levies: Dealing with IRS Enforcement
The Letter Arrives: Handling an IRS Examination
The Tax Man Cometh: Dealing with the IRS Collection Division
Click here to View En Espanol Sessions
Abrazando La Nube - El cielo es literalmente su límite (Embracing the Cloud – the Sky is literally your limit)
El Negocio del Futuro (Firm of the Future)
¿Cómo Crecer tu Negocio de Contabilidad y de Impuestos? (How to Grow your Bookkeeping and Tax Business)
Depreciación y Venta de Activos (Depreciation and Sales of Business Assets)
Empleado o Contratista: ¿Cuál es la Diferencia? (Employee or Contractor: What’s the Difference?)
Entidades Empresariales - Aprenda las Diferencias Legales y Fiscales (Understanding Business Entities – Legal and Tax Differences)
Implementar QuickBooks Online en America Latina (Implement QuickBooks Online in Latin America)
Inventario Facil (Inventory Made Easy)
Simplificando tu Proceso con las Aplicaciones en QuickBooks Online (Streamlining your Process with QuickBooks Online Applications)
Click here to View Power Breakfasts
Add Profitability to Your Practice with Patriot Software
Are Your Clients Killing Your Business?
Cloud and Collaboration – The New Buzz Words for Accounting Professionals or the New Standard Practice for Your Firm?
CloudRunner: A Solution that Keeps Pace with the Speed of Your Business
Digital Marketing – Myth or just Math
Effortlessly Manage Your Clients with Expensify’s New Accountant Portal
Everything You Need to Stay Connected from the Cloud
Five Transformational Technologies to Jump Start Your Practice
For the Method Enthusiasts
Growing Your Client Base Through Automation and Value-Added Services
How to Grow Your Accounting Practice Using Technology
IRS Representation: The Easiest Way to Double Your Bottom Line
Latest Trends in Customer Experience
Maximize the Benefits of Automation for You and Your Clients
Minutes to Moments: 4 Ways to Build Your Practice and Make the Most of Every Minute
Serving Clients Better and Expanding Your Business through Small Business Lending
Social Media, Body Art, Smoking & More
Solving the Number One Sales Tax Problem Your SMB Clients Face: Having the Funds Available When it is Time to Pay
SOS Inventory – Inventory, Order Management, and Manufacturing for QuickBooks Online
The 7 Minute Conversation Every Client Needs to Have Every Month
Thinking Beyond Payroll
Why 2017 is the Year to Upgrade Your Payroll Practice

This page provides a categorical view of the training options for Scaling New Heights 2017. Click the button below to view the training sessions and descriptions in a PDF.

  • I have been a Pro Advisor since the caveman days and accounting related material have always been less than exciting. Joe Woodard has been able to make the impossible a reality. Not only does Scaling New Heights educate you on the latest accounting technology, but also motivates you. I do regret not being able to attend prior Scaling New Heights, but never again. If you want to keep a positive outlook and a positive bottom line in your practice this is where you want to be. Don't be left behind in the dust, get in front of it at Scaling New Heights!

    James Cliame
  • Scaling New Heights lives up to its name every year. It keeps getting better and better. The training, the vendors and the very talented, helpful attendees have helped me bring my practice to a new level. The real beneficiaries are my clients. Now we see QuickBooks as part of an eco-system that helps them bring their businesses to new heights.

    Sharon McNeal
  • Scaling New Heights gives us the opportunity to learn and network like no other seminar event. For those of us with small practices it also gives us the incomparable assurance that "we are not alone" in our industry. The sharing of knowledge and expertise amongst these generous, caring individuals is unmatched in my 20 years as a business professional. Going to this conference will give you the competitive advantage that will put you at the front of the pack.

    Kathy Zaroczynski
  • Attending Scaling New Heights actually changed my life. The knowledge I gained from the sessions and interacting with my peers allowed me to have the confidence to start my own consulting business. I have met so many interesting people and learned skills that translate to more productivity and efficiency as a result of the sessions I have attended and the knowledge that others have shared with me. Probably the best part of meeting new people is the widening circle of friends and advisors that I now have.

    Cindy Moore
  • I am attending again. I walked away from prior Scaling New Heights conferences with knowledge about QuickBooks and add-ons that I could put to immediate use. But more importantly, I walked away with new contacts and friends that I can call on for assistance. Scaling New Heights conference fee $ Travel Expenses $ Professional contacts and resources PRICELESS.

    Caren Schwartz