A few weeks back, I mentioned the upcoming “Ask the Experts: QBO Small Firm,” Q&A panel at QuickBooks Connect where attendees would be able to learn how using QuickBooks Online (QBO) has helped these experts (Stacy Kildal, Hector Garcia, and Cathy Iconis) in their business and be able to ask them questions about using QBO in their own firms. This week we’re taking a look at another upcoming QBO-related session where you’ll be able to learn the top ten mistakes clients make when using QuickBooks Online and get some of your most trying QBO questions answered. This session will be Bryce Forney’s “Troubleshooting QuickBooks Online: Top Ten Mistakes.”
Bryce Forney is a self-proclaimed cloud-converted CPA and a full-service tax and accounting practitioner who prepares tax returns and provides business evaluations to small businesses,
and really enjoys the way that he helps his clients. He said, “It’s really about helping small business owners get over the hurdle, which is all these administrative detail. I enjoy translating the numbers into terms they understand and taking the administrative headache off their hands.” Bryce is also a member of the Trainer/Writer Network and has spoken at Intuit for Intuit employees, to bookkeeping groups, and at Scaling New Heights. Another way he likes to help his clients and accounting professionals is by helping accounting professionals better use and understand QuickBooks Online in order to provide better service their QBO clients. He said:
“Being familiar with the product and working in-depth with clients to use the product is the future of where a lot of the profession is heading because there are more and more small business owners who are using QuickBooks Online every day. For a while accounting professionals said ‘I really don't like online and I'm going to kind of ignore it,’ but with 720,000 companies using QuickBooks Online right now and more coming on every day it's becoming important not to ignore it.”
His session will be built around strengthening accounting professionals’ understanding of the ins and outs of QBO to better prepare them for those clients.
“Troubleshooting QuickBooks Online: Top Ten Mistakes” is a session for ProAdvisors who either have QBO clients or are starting to get QBO requests, and are fearful or have some trepidations about working with those clients. This session will prepare you for the most common mistakes clients make so that you’ll be able to catch those mistakes early on and help your clients’ better use the product. This session will be set up as:
- part informational so that you’ll be able to learn the top mistakes clients make when using QBO and will become familiar with how to fix those mistakes in product
- part open discussion so you’ll be able to have your QuickBooks Online questions answered
The major takeaways of this session will be:
- that you’ll be able to feel more comfortable using the product
- that you’ll become more prepared to solve client problems in advance
While attendees will able to see what these mistakes are in product and how to fix them, they’ll also benefit from getting Bryce’s thoughtful and unique responses to their questions. Complimented for his “relevant comments” by his past audiences, Bryce uses real life experience (what he’s experienced while using QBO with his clients) to answer audience questions and provides a new perspective to some of the most talked about frustrations people have with using this product.
Bryce’s session will prepare you to work with QBO clients and help make the transition easier.