More

CPE Seminars for CPAs

CPE Seminars for CPAs

Designing and Mining QuickBooks

2 credits: Accounting & Auditing

QuickBooks has a 92.4% share of the market and is the standard for small business accounting. QuickBooks has grown to be a powerful, full-featured accounting package with the functionality of packages costing ten times as much. This seminar shows CPAs the features in QuickBooks that can improve their efficiency at tax and audit time. The question and answer session utilizes a live data file to demonstrate answers to specific questions.

  • Improve tax preparation efficiency
  • Save time preparing for audits
  • Streamline the chart of accounts
  • Assess the quality of a QuickBooks data file
  • Properly convert a file from accrual to cash
  • Set up class tracking and job costing

Advanced QuickBooks Analysis for CPAs

2 credits: Accounting & Auditing

Analyzing QuickBooks files to prepare for an audit or tax return can be overwhelming.  Learn efficiency tricks and new methods for reviewing the accuracy of detailed transactions and quality assessment.  Also, discover how QuickBooks can produce all required financial statements reports and footnote schedules for the audit.

  • Efficiency Techniques
  • Assessing Accuracy
  • QuickBooks Reports for Audits
  • QuickBooks shortcuts

Advanced QuickBooks for Nonprofits

1 credit: Accounting & Auditing

QuickBooks works well for nonprofits—it’s inexpensive and functional. This seminar shows accountants how to set up QuickBooks for a nonprofit. It also reviews the ancillary software systems for nonprofits (e.g. donor tracking) and how to incorporate them with QuickBooks. Case studies review tracking of grants, programs and development activities. The Q&A session utilizes live data files.

  • Net asset tracking
  • Donor and membership tracking
  • Program tracking
  • Fundraisers
  • Board reports
  • Case studies

Advanced QuickBooks for Retail

1 credit: Accounting & Auditing

Retail businesses can benefit from an array of e-business systems. This seminar shows accountants how to set up QuickBooks for retail and how to coordinate QuickBooks with those retail systems. Case studies illustrate the set up of point-of-sale systems, merchant services, web sales and online banking.

  • Point-of-sale systems
  • Web sales
  • Merchant services
  • Online banking
  • Inventory management
  • Case studies

Advanced QuickBooks – Job Costing & Time Tracking

1 credit: Accounting & Auditing

QuickBooks has useful job tracking features for firms like lawyers, architects, designers, contractors and other professionals. QuickBooks works with time tracking, expense tracking, project management and estimating systems. Case studies illustrate the set up of job costing, estimating and invoicing.

  • Time and expense tracking
  • Job costing
  • Pass through invoicing
  • Progress invoicing
  • Estimating and quoting
  • Case studies