Over the past few years there have been many changes that directly impact the Accountant and the client. Understanding the changes in the QuickBooks Online Accountant, ProAdvisor Program, the various QuickBooks products, the pricing of these products, and much more can be a challenge. In this one hour session we will discuss what you need to know to work effectively with Intuit and your QuickBooks clients. We will also include checklists to help you can use to assess your client's unique situation.
Analyze the changes for Accountants and Clients
Identify the various QuickBooks products
Recognize when each is appropriate based on client needs
Determine what the change means for your firm
Nancy, AZ
"Bonnie was very knowledgeable on the QuickBooks products. The webinar was presented in a manner that covered all aspects of the products giving you a high level review of the Cloud based product vs the software installed on machine(s) within the office, Bonnie touched on sharing files and the benefits of sharing. Resource links were shared as well as the instructors contact information for those that had additional questions that may have not been answered in the time allotted."Leslie, OR
"This is the second webinar that I have taken with CPA Academy, and they both have been great. Each instructor was well versed in their respective areas and gave tips that will be incredibly helpful in my firm and career. After the webinar finishes, they also send you the slides used in the presentation as well as the video, which was wonderful this last time as my internet connection was spotty at best. I would highly recommend any webinar put on by CPA Academy."Carl, GA
"This session was the most informative webinar from CPAacademy that I have attended. The presenter was extremely knowledgeable and got a lot of important information across in a short time. I am QB ProAdvisor and I still learned a lot about QB that will be very helpful to me and my clients."Michael, OH
"If I correctly understand the McWilliams & Assocs.' (VAR) QB pricing structure, what an unbelievably sweet deal for us and our clients, not to mention having access to such a knowledgeable support resource! Thank you so much!!"Stan, TX
"I would gladly take any course Bonnie or her group conducted about quickbooks. I need all the help I can get. This group of products is well worth investing time to learn. Very valuable product to know."Shauna, MT
"Very informative. Quickbooks has so many options and it can be overwhelming trying to figure out what to purchase that will work for a company's situation. Thanks!"Chrystal, PA
"FINALLY, one place to find information regarding QuickBooks, get questions answered, etc. Organized very well and in a format I can use and easily understand."Cheri, MA
"Bonnie was extremely knowledgeable and willing to share all that she could regarding QuickBooks, the different versions, benefits and challenges."
McWilliams & Associates Inc.
President
bonnie@accountingsoftwaresecrets.com
(925) 247-0100
Bonnie J. Nagayama, CPA is uniquely qualified to give a well-rounded, solutions approach to the many issues facing small business today. As a CPA with Controller experience, and the President of a rapidly expanding small business herself, she assists the owner balance the many requirements of owning and operating a small business in a cost effective, time-saving manner. Bonnie does not offer any income tax work, but rather focuses on the more day-to-day operational issues that can make a dramatic difference in the cash flow and profitability of the business. Bonnie is a small business consultant, author, and professional speaker on QuickBooks® Accounting Software and Managing Your Business to Greater Heights.
Intuit
Senior Channel Manager, Intuit Reseller Program
gina_avila@intuit.com
(520) 901-6900
Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.