Course Descriptions

👍 QuickBooks Online Advanced Training (4 Hours)

👍 QuickBooks Online Introductory Training (4 Hours)

👍 QuickBooks Online Comprehensive Training (8 Hours)

👍 Avoiding Common Accounting & Tax Mistakes when Serving Houses of Worship & Clergy (2 Hours)

👍 How to Successfully defend a client in an IRS Audit (2 Hours)

QuickBooks Online Advanced Training (4 Hours)

This is an interactive course for experienced QuickBooks Users whose interested in learning key features in QuickBooks Online. We will go through a case study of Craig’s Landscaping and looks at different aspects of her business in QuickBooks Online accounting system. We will setup the following tools for Chris to implement in her business: Classes, Locations, & Tags, Sales Taxes, Sub-Customers & Projects, Payroll, Inventory Management, Cash Flow, Understanding Your Numbers (Statement of Cash Flows & KPI’s) and Budgeting.

4 Overall Objectives include:

1. Introduction to basic features in QuickBooks Online and how they apply to best practice bookkeeping and accounting principles.

2. How to effectively and efficiently use QuickBooks Online to manage daily tasks and develop an understanding of how the data is entered, processed and reviewed.

3. How to customize QuickBooks Online to meet the specific needs of a business.

4. How to access and use data in QuickBooks Online to analyze the current financial condition of a company and establish action steps for improvement

QuickBooks Online Introductory Training (4 Hours)

This is an interactive course for those who are interested or just started in using QuickBooks Online and would like to learn more about the software more effectively. We will go through a case study of Craig’s Landscaping and look at different aspects of her business in QuickBooks Online accounting system. We will setup the following tools for Chris to implement in her business: Getting Started in QuickBooks Online, Setting up a New QuickBooks Online Company, Products and Services, Beginning Balances, Bank & Credit Card Accounts, Understanding your Numbers (Financial Statements, KPI’s and Audit Log), Accounts Payable, and Accounts Receivable.

Overall Objectives include:

1. Introduction to basic features in QuickBooks Online and how they apply to best practice bookkeeping and accounting principles.

2. How to effectively and efficiently use QuickBooks Online to manage daily tasks and develop an understanding of how the data is entered, processed and reviewed.

3. How to customize QuickBooks Online to meet the specific needs of a business.

4. How to access and use data in QuickBooks Online to analyze the current financial condition of a company and establish action steps for improvement

QuickBooks Online Comprehensive Training (8 Hours)

This is a comprehensive interactive course for those who are interested or just started in using QuickBooks Online and would like to learn more about the software more effectively. We will go through a case study of Craig’s Landscaping and look at different aspects of her business in QuickBooks Online accounting system. We will setup the following tools for Chris to implement in her business: Getting Started in QuickBooks Online, Setting up a New QuickBooks Online Company, Classes, Locations & Tags, Sales Taxes, Products and Services, Beginning Balances, Bank & Credit Card Accounts, Understanding your Numbers (Financial Statements, KPI’s and Audit Log), Accounts Payable, Accounts Receivable, Payroll, Budgeting, Sub-Customers & Projects, Inventory Management, and Fixed Assets.

4 Overall Objectives include:

1. Introduction to basic features in QuickBooks Online and how they apply to best practice bookkeeping and accounting principles.

2. How to effectively and efficiently use QuickBooks Online to manage daily tasks and develop an understanding of how the data is entered, processed and reviewed.

3. How to customize QuickBooks Online to meet the specific needs of a business.

4. How to access and use data in QuickBooks Online to analyze the current financial condition of a company and establish action steps for improvement

Avoiding Common Accounting & Tax Mistakes when Serving Houses of Worship & Clergy (2 Hours)

In this seminar, we’ll dig deep into client advisory and tax opportunities for accounting professionals who want to serve the vertical market of Houses of Worship (HOW).  You’ll gain valuable insights and hear fresh ideas and opportunities as we look at Houses of Worship from both sides of the pulpit.  We will be uncovering common accounting misconceptions and from the vantage point of the House of Worship as well as often-overlooked tax strategies from the Clergy’s perspective.

Attendees will walk away empowered to:

1. Find, communicate, and eradicate common misconceptions and mistakes made by HOWs and the Clergy

2. Setup workflows utilizing QBOnline Payroll and Intuit ProConnect software (or worksheets for tax preparation)

3. Immediately implement new advisory service offerings to Houses of Worship as well as tax strategies for the individual Clergy

How to Successfully defend a client in an IRS Audit (2 Hours)

Meeting with an IRS agent can be stressful to a taxpayer who doesn’t not understand tax law. In this seminar, we will embark on a case study of an IRS audit from start to finish. You will learn how to communicate with the IRS Audit and be prepared to successfully defend your client and reduce or eliminate their IRS liability

Attendee will Learn:

1. How and when to communicate with the IRS Auditor from the beginning of the issuance of the Audit Letter to the completion.

2. Learn how to read an Information Document Request and the tools needed to prepare the taxpayer for the interview.

3. Learn how to use the IRS Audit Technique guides to defend your client.

4. Learn how to read the examination report and check for miscalculations.

5. Learn the other alternative options your client has if there’s a balance due upon completion of the audit.

Are you ready to learn more and grow your service offering? Let us know!