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DETERMINING WHICH QUICKBOOKS ONLINE IS RIGHT FOR MY CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 22, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

In part 1 of this 2-part webinar series, we'll address Determining Which QuickBooks Online Is Right For Your Clients.

The first step is determining the needs of the client. Learn about questions to ask clients to help determine their current and future needs. We’ll discuss the different versions of QBO and the features they offer. Discover apps that are available to expand the features and functionality of QBO. Plus, identify when QBO may not be the right answer.

Learning Objectives

  • Determine the needs of the client

  • Understand different versions of QuickBooks Online

  • Discover apps that are available

  • Identify when QuickBooks Online may not be the right answer for a client

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Michelle is a CPA, has an MBA in Entrepreneurship and is the owner of Long for Success, LLC. She is an International Trainer for Intuit, co-host of the extremely popular QB Power Hour webinar series and the award-winning Ultimate Accounting vCon. She is Advanced Certified QuickBooks ProAdvisor (both QuickBooks Online and desktop) and is a co-author of both of the Advanced Certifications. Plus, she has created numerous course for Intuit’s Accountant University. Michelle is the author of 5 Books: How to Start a Home-Based Bookkeeping Business, QuickBooks Practice Set, QuickBooks Online Practice Set, QuickBooks 2014: on Demand, and Successful QuickBooks Consulting. Michelle's recognition includes: CPA Practice Advisor Most Powerful Women, 10 Women who Inspire a Profession, Top 10 ProAdvisor, Small Business Influencer Champion, Stevie Gold Winner for Women in Business and more. She has been mentioned in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA and more.

About Our Presenter

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.