Intuit® and Woodard™ have teamed up to provide a powerful, unique learning experience designed for, and offered exclusively to, accountants, bookkeepers and other small business advisors.
POWER PROSPERITY FOR YOUR PRACTICE!
Power prosperity for your practice and your clients by creating a practice that is:
Advanced Technical and
bookkeepers and other
small business advisors.
$99 exclusive discount for accountants, bookkeepers and other small business advisors.
No future events are scheduled at this time. Check back in Spring 2018 for more information.
DoubleTree by Hilton Hotel San Diego
7450 Hazard Center Drive, San Diego, CA, 92108
Santa Clara Marriott
2700 Mission College Boulevard, Santa Clara, CA, 95054
1250 Roosevelt Road, Glen Ellyn, Illinois 60137
Description: Training led by two of your accounting professional peers who are QuickBooks Online Advanced Certified. They will weave their real-life experiences and help you expand your proficiency with QuickBooks Online to include:
Note: As the content for Day 1 is highly advanced and specific to QuickBooks Online, QuickBooks Online Certification or QuickBooks Online Advanced Certification is required to participate in Day 1. Day 2 is available to all accountants, bookkeepers or other small business advisors.
QuickBooks Online Troubleshooting
In this session, attendees will gain insight into the design and configuration of QuickBooks Online at the database level. The safeguards of the QBO Database will be emphasized. It will examine the basic categories of the more frequent errors associated with QuickBooks Online and their causes, and recommended steps to resolve such errors. Various tools and utilities which can be used with QuickBooks Online in manipulating your data will also be discussed.
Using QuickBooks Online Data Utilities: A ProAdvisor Perspective
This course is aimed at familiarizing ProAdvisors with various Data Utilities that can be used with QuickBooks Online, based around practical uses of 3rd-party products for manipulating QBO data. Following an overview of QBO data access, safeguards, limitations and restrictions, multiple data utilities will be demonstrated to import, extract, remove and safeguard QuickBooks Online data. The 3rd party utilities demonstrated in this session may include, but not be limited to, Axis by ZedSystems, Transaction Pro Importer for Intuit App Center by Baystate Consulting, PDF2QBO by MoneyThumb, QODBC for QBO by FlexQuarters, Transaction Pro Deleter for Intuit App Center by Baystate Consulting.
Working in QuickBooks Online and Ways to Expand Your Efficiency
In this session, your instructor will walk you, step-by-step, through multiple ways to increase your efficiency working with QuickBooks Online.
Apps Workshop: Identify 3 Apps to Implement and Create the Plan
In this workshop-style session, you will be guided through an exercise to identify inefficiencies in your processes or your clients’ processes and explore apps to solve for those issues. You will also devise a plan for implementing at least one of the solutions you have identified.
Description: Joe Woodard, Published Author and Accounting Today Top 100 Influencer, will personally present his market-proven building blocks of an intentional and highly effective advisory practice. During Day 2 you will gain an understanding of:
Designing a Scalable, Efficient and Effective Practice Part 1 – Working On…Not Just In Your Practice
This session launches your journey to an intentional and highly effective practice.
Part 2 – Being Intentional with Your Practice: The Building Blocks of the Intentional Practice
This session provides the definition of an intentional practice and an overview of the building blocks of intentionality. The first building block, specialization, is covered in detail, beginning with the benefits that come from identifying your ideal client and the steps that lead to working with clients that fit your model.
Part 3: Being Intentional with Your Practice: Applying Standardization and Automation in Your Practice
This session addresses standardization and automation, the next two building blocks of an intentional practice.
Part 4: Being Intentional with Your Practice: Team Building, Client Coaching and Client Transformation
This session will cover team building, client coaching, and client transformation, the final building blocks of an intentional practice.
Part 5: Pricing Strategies for the Transformative Practice
This session will cover practical, proven ways to increase the value your practice provides your small business clients – and to price accordingly.
Intuit, Inc. engages Woodard Events, LLC as a contracted resource to produce its virtual conferences for accounting professionals and bookkeepers. As an Intuit contracted partner, Woodard Events, LLC leads with forward-looking training for QuickBooks ProAdvisors, but in a broader range of offerings Woodard provides value to all accounting professionals. Nationally, Woodard has a powerful reputation as a leading trainer of accounting professionals, equipping them with education, coaching, resources, and a strong networking community. Woodard is focused on elevating small business advisors.
Intuit, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Our sponsor number is 103311.
Web site: http://www.nasba.org
© 2017 Intuit Inc. All rights reserved. Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.
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Woodard Institute are trademarks of Woodard Events, LLC. All rights reserved.