Reshape Your Practice using QuickBooks Online for Accountants and Bookkeepers


Date: Apr 9, 2019 - Apr 9, 2019

CPD hours: 2 Hours

Time: 15:00 - 17:00

Event Type: Webinar

Presenter: Lauren du Plooy
Manager

Almost 70% of small businesses are expected to move their accounting processes to the cloud by 2020 and accounting professionals must be ready to serve them by learning and implementing this technology in their practices.

Event presented in collaboration with QB

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Overview  

Almost 70% of small businesses are expected to move their accounting processes to the cloud by 2020 and accounting professionals must be ready to serve them by learning and implementing this technology in their practices. Discover the benefits of cloud accounting and how it can change the way you work with both your clients and your team. In this webinar, you'll explore your firm's core values and strategy and how they relate to making the shift to a cloud-based practice.

You'll learn how the practice management tools in QuickBooks Online Accountant can help you manage your firm's client projects and recurring tasks, streamline your books to tax process, and centralize your client and team communications and documents into one place. Finally, you'll examine your existing client list and learn strategies to help you price your services and grow your practice by targeting the right type of clients for your practice. Handouts for this course include worksheets to help you document goals and key areas to focus on in your firm.


Learning objectives

  • Describe the benefits of cloud accounting and why so many small businesses are moving their business processes to the cloud.
  • Identify the technical and workflow benefits of using QuickBooks Online.
  • Define the elements of a vision, mission, and purpose statement.
  • Describe the features and functionality of QuickBooks Online Accountant
  • Explain how accountants and their clients perceive pricing differently
  • Understand how QuickBooks Advisor Program can help you grow your practice.

Obtaining your CPD certificate

Attendance of this webinar series will accrue 1.5 CPD hours for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by SAICA, AAT, SAIPA, SAIBA, IAC, CIS and others.


Who should attend

The following persons will benefit from attending this webinar:

  • Accounting professionals and Bookkeepers 

Price:          

  • Free to anyone who registers for event.

Webinar Series: QuickBooks Online:

This webinar is part of a free series which is brought to you by Intuit QuickBooks.

Webinars in this series:

  • Introduction to QuickBooks Online for Accountants and Bookkeepers (20 March 2019)
  • Implementing QuickBooks Online with a Client (27 March 2019)
  • Reshape Your Practice using QBOA (3 April 2019)
  • QBO Certification Exam Prep Part 1
  • QBO Certification Exam Prep Part 2
  • App Partners Series

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Venues & Dates

The following venues and dates are available for this event.

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