Delivering high-quality Client Advisory Services (CAS) requires confidence in the accuracy of your clients’ financial data. From bookkeeping to controllership and advisory services, a solid foundation in software skills is essential. However, with little formal education available on bookkeeping software, many staff and clients develop these skills through hands-on experience, often leading to inefficiencies.
In this session, we explore the advantages of implementing structured training programs within your firm to boost productivity, reduce errors, and retain talent.
Join us as we discuss strategies for integrating effective training into your CAS offerings, with a focus on using QuickBooks as a key tool.
Exploring Intuit's New Enterprise Suite: A Game Changer for Mid-Market-Businesses
In this session, Intuit unveils its new enterprise suite designed for companies generating over $3 million in revenue.
Speakers: Alicia Katz Pollock, Daniel Malinov, and Kim Amsbaugh highlight key features like multi-entity management, advanced reporting, and tools tailored for the construction industry.
Discover how AI-powered financial planning tools can transform your business, and learn about exclusive benefits for ProAdvisors.
Intuit is actively working to transition as many QuickBooks Desktop users to QuickBooks Online as swiftly as possible.
Over recent years, QuickBooks Online has significantly evolved, offering a comprehensive feature set unmatched by other accounting software. However, adapting to change can be challenging, especially for bookkeepers and accountants who have spent decades mastering the Desktop version.
The transition needs to be as smooth as possible.
ProAdvisor Roundtable, AI in QuickBooks & Future Insights 🔍
August 2024 edition of QB Talks, where QuickBooks professionals gathered for an in-depth session packed with valuable insights and practical demonstrations. This webinar began with essential CPE information and emphasized the importance of poll participation for credit. ✅
Gary DeHart highlighted the capabilities of Use software, focusing on its advanced invoice management and AI features tailored for QuickBooks users. 📊🤖 We also celebrated the achievements of 2024’s ProAdvisor Award winners, including Caleb Jenkins and Nancy McClelland, shining a spotlight on the importance of continuous learning and ecosystem engagement. 🏆📚
We delved into the details of award categories, scoring criteria, and the meticulous application process. 📝 The session wrapped up with a sneak peek into future events, including a deep dive into QuickBooks Desktop 2025 and strategies for optimizing your award applications. 💻
New Features in QBO | Modern Invoices & the Fixed Asset Manager
Join us for a special edition of QB Talks, where Alicia Katz Pollock dives into the newest updates and features of Modern Invoices in QuickBooks Online. These invoices are evolving rapidly, thanks to continuous feedback from users like you. Alicia will showcase the latest improvements, highlight what Modern Invoices can do that the Classic experience couldn't, and discuss where they still fall short.
This session is a must-watch to stay ahead of the curve with QuickBooks innovations, In addition, Alicia will cover the new Fixed Asset Manager in QuickBooks Online Advanced. Learn how to set up your Fixed Assets with automatic depreciation schedules so that you don’t need to track depreciation separately in spreadsheets.
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?
Modern Reports & Pivot Tables
Are you perplexed by the new “modern” reports in QBO? Join April’s QB Talks to demystify the new Modern reporting tools. Over the next year, QuickBooks will move to this new format, so let’s help you get comfortable, and show you the things we love about the new tools.
We’ll also include a look at the enhanced reporting tools in QuickBooks Online Advanced, including Custom Reports and Pivot Tables. Even if you don’t currently use QBO Advanced, seeing its powerful reporting capabilities may inspire you to upgrade!
Revenue Recognition in QBO
Alicia Katz Pollock will demonstrate QBO Advanced’s latest feature, Revenue Recognition. Accrual-based companies will love the ability to automatically schedule Deferred Revenue transactions. Lump-sum annual payments can now be recognized as daily or monthly revenue instead of all at once!
This new tool identifies subscription-based services, and when they’re added to an invoice, the income is spread out using the interval and frequency of your choice.
Alicia will be joined by Likith Lanka, the Intuit Project Manager in charge of this exciting new feature!
