Scaling New Heights

Advanced Training for Accounting Professionals

Training Your Clients on QuickBooks Online

Speaker(s): Deborah Defer

The crawl, walk, run approach to training clients.  Step by Step demonstration on how to train a client with QuickBooks Online.  Setting expectations with a client when they are brand new to QBO.  Helping clients help themselves.  Understanding the client needs and what they want to be responsible for and what your role is critical to the success of a long-term relationship. Best Practices will be shared when bringing a client alongside of you with the monthly work. more