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Intuit qbproadvisor

QUICKBOOKS PROADVISOR PROGRAM: GROW AND IMPROVE YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

Do you know about all of the tools and resources that the ProAdvisor Program has to help you grow your practice and better support the clients who rely on you? There is so much more to the program than just QuickBooks software. Learn from a QuickBooks ProAdvisor’s first-hand experience of rapid growth through utilizing the tools and resources available in the ProAdvisor Program. Attend this webinar to learn effective processes to leverage all of the tools in the program including training, certification, continuing education, marketing, discounts and client correspondence. See how these resources can be taken advantage of to grow your practice, help your clients grow and succeed and shave years off of the growth curve for your business!

Learning Objectives

  • Understand the ProAdvisor Program differences in supporting Online Clients Only and supporting both Online and Desktop Clients

  • Navigate Certifications within the ProAdvisor Center

  • Identify the value of the resources & benefits available within the ProAdvisor Program

  • Utilize the additional resources available in ProAdvisor Program to improve your practice

  • Improve & understand the general ranking process for the Find-a-ProAdvisor online directory listing to get the most out of it

  • Recognize the key benefits of continued education within the ProAdvisor Program

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Testimonials
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Marina, Other

"I loooooooooove free learning. You gave me a business model to follow and it has clearly worked for me. Currently, I am my own boss and my services are in demand. I am very selective with my clients and I can choose who I want to help. Such a great place to be! Thank you so much! :)"
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Betty, CO

"Even though I have been a Pro-Advisor for awhile I learned a couple of things. I have been looking for an Engagement Letter and she mentioned there were 6 of them. She also mentioned some new online groups I will be checking out."
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Patricia, VA

"I always enjoy MB's presentations. I had the opportunity to attend her QBO certification all-day seminar in Bethesda, Maryland last fall, and I really appreciated her knowledge of the subject and her presentation style."
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Dwight, AL

"Was sold a QBDT ProAdvisor subscription. Didn't know what I had, how it worked, and the potential benefit to me and my clients. This class got me started. Very grateful it was presented on the CPAA platform."
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Silvia, FL

"This course gives an up to the minute look at all the latest features and benefits of the QuickBooks ProAdvisor Program. It is a must see for every QuickBooks practitioner."
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Ibhate, CA

"MB Raimondi is a very effective instructor and she stimulated my interest in getting the Advanced Certification. I hope that this step will help me get more business."
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Bob, CA

"I am considering becoming a QuickBooks Pro Adviser and this class gave me valuable information on how to obtain the certification to become a Pro Adviser."
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Robert, DE

"Glad to know there are other options for a Pro- Advisor other than the $549.00 and there other benefits that are extended to you and your clients."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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MB Raimondi

MB Raimondi, CPA, CITP
Founder
mb@mbraimondicpa.com
2032588349

MB (Mary Beth) Raimondi became a CPA (Certified Public Accountant) in 1982. MB has worked with all versions of QuickBooks software, as well as Quicken software, since Intuit first introduced them more than twenty years ago. MB became a Certified QuickBooks ProAdvisor in 2002 and has been an Advanced Certified QuickBooks ProAdvisor since the inception of the program in 2006. MB managed her own accounting and tax practice in Trumbull, Connecticut, where her extensive client list included corporations, partnerships, LLC’s, individuals and families. In 2006, MB changed the focus of her practice to helping both individuals and businesses manage their accounting, payroll, invoicing and customer contacts through the use of QuickBooks software. She has brought other ProAdvisors in to help her. She is also proficient in Quicken, QuickPayroll and ProSeries (additional Intuit products.) Having the small business experience, as a CPA, is a real benefit to her clients.

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.