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DETERMINING WHICH QUICKBOOKS ONLINE IS RIGHT FOR MY CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 22, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

In part 1 of this 2-part webinar series, we'll address Determining Which QuickBooks Online Is Right For Your Clients.

The first step is determining the needs of the client. Learn about questions to ask clients to help determine their current and future needs. We’ll discuss the different versions of QBO and the features they offer. Discover apps that are available to expand the features and functionality of QBO. Plus, identify when QBO may not be the right answer.

Learning Objectives

  • Determine the needs of the client

  • Understand different versions of QuickBooks Online

  • Discover apps that are available

  • Identify when QuickBooks Online may not be the right answer for a client

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Testimonials
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Dixie, TN

"the information was very useful as to recognise which QBO is right for my clients. most of my clients don't use any tracking they just bring me reciept and Statements that i manually enter. I'm not sure that i can get my clients to go toward the Online method or that they would want to spend time entering the data in their computers. most of my clients are small businesses and have everything on paper.This was very helpful as to determining their possible Online options for them if they want to try it..."
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Lisa, OH

"This webinar was very informational. As a lot of accountants are switching over to QB Online (versus the desktop version) this webinar does a great job of comparing and contrasting the different features of both. The webinar educates us as to which version may be better to serve our clients' needs."
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Tina, TX

"Michelle Long was and excellent presenter. She knew the product extremely well, answered questions as they came up and kept the program moving quickly and efficiently. Looking forward to the session next week for more valuable information. GREAT PROGRAM. Thanks."
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Cathy, CA

"Michelle was GREAT!!! She was happy, up beat, knowledgeable, quick pass but not to fast, explained well, stuck to topic, offered suggestions on off topic questions but moved quickly back to topic. Fantastic presentation Michelle, thank you."
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Robert, CA

"Michelle, was very professional in her presentation. It was evident that she had command and knowledge of the program and presented the material in a very understandable manner!"
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Rebecca, CA

"Every presentation I attend by Michelle Long is always awesome. She is an excellent, knowledgeable presenter. I learn something new at everyone of her webinars."
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Jean, CT

"Michelle Long is knowledgeable - actually expert - and her presentation makes learning so enjoyable! I think I have a new favorite Quickbooks presenter!"
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Kim, WA

"This was only my second webinar with QuickBooks. It is very helpful to listen. I plan to attend more to increase my knowledge base and become certified."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Longforsuccess logo

Michelle is a CPA, has an MBA in Entrepreneurship and is the owner of Long for Success, LLC. She is an International Trainer for Intuit, co-host of the extremely popular QB Power Hour webinar series and the award-winning Ultimate Accounting vCon. She is Advanced Certified QuickBooks ProAdvisor (both QuickBooks Online and desktop) and is a co-author of both of the Advanced Certifications. Plus, she has created numerous course for Intuit’s Accountant University. Michelle is the author of 5 Books: How to Start a Home-Based Bookkeeping Business, QuickBooks Practice Set, QuickBooks Online Practice Set, QuickBooks 2014: on Demand, and Successful QuickBooks Consulting. Michelle's recognition includes: CPA Practice Advisor Most Powerful Women, 10 Women who Inspire a Profession, Top 10 ProAdvisor, Small Business Influencer Champion, Stevie Gold Winner for Women in Business and more. She has been mentioned in the New York Times, Inc.com, Business Week, Investor’s Business Daily, WebCPA and more.

About Our Presenter

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.