Leveraging QuickBooks to Provide Advisory Services: Grow the Bottom Line for Your Clients and Your Firm

Many, if not most of your clients likely rely on Intuit’s QuickBooks to handle bookkeeping. Indeed, QuickBooks possesses 80% of the SMB market share. But increasingly, Intuit is pushing its customers to its Online platform and the QBO ecosystem. What does this mean for the future of your client base and what can you do to help them retain the integrity and robust nature of their data and reporting? Join Lisa McCarthy, Co-Founder and Chief Strategy Officer at Out of the Box Technology as she takes you into the future of small business accounting, outlining a path forward replete with seamless, best-in-breed solutions and growth opportunities for all stakeholders by creating a migration path to QuickBooks Online and its full ecosystem. If you are looking to provide consultative value to your client base of QuickBooks users, this is a session you must not miss!

Learning Objectives:

1. Know when and how to upgrade your clients’ accounting software
2. Understand Intuit’s key objectives for product lines and their impact on the accounting ecosystem
3. Understand how to prepare your services and clients to embrace the shift to SaaS-driven platforms
4. Gain wholistic understanding of data migrations and their value as a solution
5. Learn the types of migrations available, the functionalities existent in each, and when to utilize them

Cost Free

CPE Credits Available - 1

Subject Area/Field of Study: Personal Development - Leadership

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers