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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Pathways to Sales Tax Solutions for Your Clients

Speaker(s): Robin Hall

Learn what QuickBooks desktop will and won’t do and when you might need to look for a bit more robust offering to track all aspects of Sales Tax. There are 4 paths for Sales Tax in QuickBooks.

  1. Do It Yourself (for yourself or you client)
  2. Assisted Sales Tax Preparation/Hybrid Model (QBO Only)
  3. Software Solution approach (e.g. Avalara, Vertex, etc.)

Each one of these options has a consultative layer, or the ProAdvisor can make informed recommendations about the best options for their clients.

Learning Objectives: 

The user will learn what is features are available in QuickBooks Desktop and what features need a work around to be used and when it might not be enough. The user will learn the differences between Cash and Accrual Basis reporting for Sales Tax and the pitfall that go with Cash Basis Sales Tax. The unique challenges and opportunities around supporting QuickBooks software in regards to sales tax, difference between physical nexus and economic nexus. Having the ability to know if the Sales Tax Module in QuickBooks is enough for your company/clients. Also, learn about the 2021 Changes in Use Tax, Taxation on Digital Goods & Services, COVID & Sales Tax Changes and SST (Streamlined Sales Tax).

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Sales Tax Tips for QuickBooks

Speaker(s): Robin Hall

Join expert Robin Hall from VARC Solutions in this lively and informative discussion where we layout common pitfalls of sales tax compliance for QB users and show how you can avoid them.

 The Wayfair decision created new sales tax rules but those rules can be complex and are frequently changing. States are looking for more ways to make up their revenue gap by auditing and collecting unreported taxes. Small businesses in particular are in the spotlight with their exponential growth of e-commerce sales that often trigger new tax risk. Attention to some key points can keep your business in compliance. 

 Learning Objectives:

  •  Summarize economic nexus and why it matters to small businesses
  • Recognize how to make sales tax compliance easy while removing the risk
  • Outline key steps to take to make sure you can avoid an audit

 

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