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.

While we identify specific learning objectives at the beginning of each section,

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

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.

While we identify specific learning objectives at the beginning of each section,

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

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.

While we identify specific learning objectives at the beginning of each section,

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

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 for Clergy and Houses of Worship.

3) Review a Case Study of a minister’s tax return and apply all of their specialized tax laws to the minister’s tax situation.

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

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.

This course provides an overview of common issues encountered when the IRS examines a business entity tax return.

Attendee will learn:

1) Understand the reasonable compensation requirements for S corporations and what is reasonable compensation for an S corporation shareholder.

2) Compute basis in the business entity interest and how to potentially reconstruct basis if records are incomplete.

3) Describe when a worker is an employee or contractor for federal tax purposes.

4) Describe any other issues currently being scrutinized by the IRS.

A tax representative will not be successful if he or she cannot get clients to serve. In this course, participants will learn strategies to market and sell their services to potential clients in need of tax representation services.

Attendee will learn:

1) Describe common strategies to get new tax resolution client leads.

2) Understand how to convert leads into new clients.

The IRS closely watches the classification of workers for potential misclassification. The IRS investigates employers who incorrectly classify workers as independent contractors when they are really employees. It’s tempting for employers to treat workers as contractors rather than employees to reduce payroll taxes and avoid providing fringe benefits such as health insurance or retirement plan contributions. This webinar addresses the differences between independent contractors and employees, how to correct a misclassification of an employee, and applies the theory of when to classify a taxpayer as an independent contractor versus an employee for various occupations.

Learning Objectives:

1) Distinguish between an independent contractor and an employee

2) Analyze options available for correcting misclassified workers

3) Identify when to use Form SS-8, Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding

4) Apply rules to taxpayers in specialty occupations

In this course, you’ll learn how to represent clients who don’t file their tax returns. You’ll learn how to resolve IRS issues related to non-filing. Upon completion of this course, you’ll be able to: Determine the best strategies to get the client into compliance, Understand the process of reinstating a revoked passport, Analyze the clients tax liability and provide the best collection strategies, and learn techniques to keep the clients informed during the collection process.