Scaling New Heights

Advanced Training for Accounting Professionals

Strategies for the Intuit Centric Professional

Speaker(s): Robin Hall

Many accounting professionals look at their clients’ QuickBooks data only within the context of tax preparation and year end accounting services. Others, like Robin Hall, have taken a step farther down the path, embracing proactive QuickBooks consulting as a year-round revenue stream. Join Robin for this game changing practice development session that will challenge you to be more proactive with your clients who use QuickBooks.

Learning Objectives: 

In this practice development course, you will learn:

  • The unique challenges and opportunities around supporting QuickBooks software
  • Proven strategies for small business software implementation and deployment
  • How to leverage Intuit’s ecosystem of integrated solutions to expand the services you offer your clients
  • How to use QuickBooks consulting as a funnel strategy to grow your practice

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Top 10 QuickBooks Tricks and Workaround

Speaker(s): Robin Hall

Learn how to help your clients maximize the performance for QuickBooks, not just the program itself but key reports in finding and helping reduce user issues.

Learning Objectives: 

The user till learn how to help clients maximize the power of QuickBooks with key set up tips for the Company Preferences and User Preferences. The user will also learn about several “Must Run” reports when review the books at the end of the year.

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