QB Talks | QB Live Assisted Bookkeeping with Ted Callahan

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QB Talks May

WATCH THE REPLAY OF MAY 2024 QB TALKS ON OUR YOUTUBE PAGE

In this special edition of QB Talks, Alicia Katz Pollock welcomes special guests Ted Callahan and a representative from QuickBooks Live to discuss Intuit’s new QB Live do-it-with-me bookkeeping training and coaching service.

While this new service will greatly improve their Customer Care Support and address industry issues including the bookkeeper shortage, many ProAdvisors have questions and concerns about how this affects their businesses, many of which already provide similar services.

In this productive collaborative event, we’ll hear how Intuit thinks this new service can HELP ProAdvisors. How can we work it into our offerings? How can we pivot to accommodate it? Is there a way to leverage it into a revenue stream for us as well?

Learning Objectives:

1. Understand the scope of Intuit’s new QB Live Expert Assisted Bookkeeping program.
2. Recognize how QBLEA solves pain points in our industry.
3. Provide a forum for Intuit to hear feedback from ProAdvisors.
4. Brainstorm ideas on how to ensure a win-win outcome for all parties involved.

CPE Credits Available - 1

Subject Area/Field of Study: Non-Technical - Computer Software & Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation Requirements: None

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