QB Talks November: How to Provide Training to Your Clients

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WEBINAR 1024x768 - QB TALKS NOVEMBER 2024 1024x768

Speaker - Alicia Katz-Pollock

Providing CAS services in your firm means direct involvement with your clients’ books. Whether you’re providing bookkeeping services or controllership and advisory, it all begins with confidence that your clients’ data is correct. Given that bookkeeping software education is not included in formal schooling, your staff and clients typically acquire these skills through trial and error. By integrating training opportunities within your firm, you can reduce inefficiencies and enhance accuracy, simultaneously retaining talent and improving productivity. In this session, we’ll look at the benefits and strategies for incorporating successful training into your CAS offerings, using QuickBooks as our example.

Learning Objectives:

1. List five benefits of including training as a service within your CAS practice.

2. Recognize strategies that help people learn and retain information.

3. Identify delivery methods for your own internally-developed professional development content.

4. Discover existing training resources you can leverage so you don’t recreate the wheel.

Cost: Free