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QuickBooks Desktop Data Analysis (4152740A)
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Nearly all accountants have clients that use QuickBooks, and with the addition of QuickBooks Enterprise Solutions, even mid-market businesses often use the product. In this interactive session, learn how to ensure your clients' QuickBooks data is healthy and accurate; review steps to take before you even look at the numbers; understand documentation techniques to protect yourself and add value for the client; and more. Formerly titled: QuickBooks Data Analysis Formerly titled: QuickBooks Bud

10/5/2015
When: 10/5/2015
12:00 PM - 2:00 PM
Where: Webcast/Webinar
Presenter: Bonnie J. Nagayama, CPA
Contact: April Deneault
801-834-6634


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Nearly all accountants have clients that use QuickBooks, and with the addition of QuickBooks Enterprise Solutions, even mid-market businesses often use the product. In this interactive session, learn how to ensure your clients' QuickBooks data is healthy and accurate; review steps to take before you even look at the numbers; understand documentation techniques to protect yourself and add value for the client; and more.
Formerly titled: QuickBooks Data Analysis

  

Objectives:

Determine critical steps to take before you even look at the numbers.
Identify available reports to determine the big picture.
Recognize documentation techniques that protect you and add value to the client.
Recall how to efficiently and effectively work with QuickBooks clients.
Determine the easiest ways to complete your work without creating challenges for yourself or your clients.


Major Subjects:

How QuickBooks is different from other software

How your client's use of QuickBooks affects your work
QuickBooks data health
Reports to review
Client communication
 

Designed For:

CPAs and other financial professionals wanting to build their QuickBooks knowledge.
 

Prerequisite: 

General knowledge of QuickBooks.

 

Advanced Prep: None

  

Speaker: Bonnie J. Nagayama, CPA

Vendor: CalCPA

Field of Study: Info Tech

Level:  Intermediate

CPE Credit: 2 hours

Acronym: QBDA

 

Registration Fees:

Members: $70

Nonmembers: $94

 

Meet the Speaker:

Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor.  Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.

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