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Webcast: QuickBooks Desktop Data Analysis (CAQBDA15)
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Nearly all accountants have clients that use QuickBooks, and with the addition of QuickBooks Enterprise Solutions, even mid-market businesses often use the product. In this interactive session, learn how to ensure your clients' QuickBooks data is healthy and accurate; review steps to take before you even look at the numbers; understand documentation techniques to protect yourself and add value for the client; and more.

10/5/2015
When: 10/05/2015
1:00 PM until 3:00 PM
Where: Webcast
Louisiana
United States
Presenter: Bonnie J. Nagayama, CPA


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Registration Fees
Members $70
Non-Members $94

CPE: 2 hours
Level: Intermediate
Vendor: CalCPA
Category: Management
Prerequisites: General knowledge of QuickBooks.
Advanced prep: None

Who should attend: CPAs and other financial professionals wanting to build their QuickBooks knowledge.

Nearly all accountants have clients that use QuickBooks, and with the addition of QuickBooks Enterprise Solutions, even mid-market businesses often use the product. In this interactive session, learn how to ensure your clients' QuickBooks data is healthy and accurate; review steps to take before you even look at the numbers; understand documentation techniques to protect yourself and add value for the client; and more.

Objectives

  • Determine critical steps to take before you even look at the numbers.
  • Identify available reports to determine the big picture.
  • Recognize documentation techniques that protect you and add value to the client.
  • Recall how to efficiently and effectively work with QuickBooks clients.
  • Determine the easiest ways to complete your work without creating challenges for yourself or your clients.


Major Topics
  • How QuickBooks is different from other software
  • How your client's use of QuickBooks affects your work
  • QuickBooks data health
  • Reports to review
  • Client communication


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