K2’s QuickBooks Online For Accountants
Overview
Discover the power of QuickBooks Online (QBO)! Intuit's cloud-based accounting platform has evolved and thrived over the past decade, now generating approximately five times the revenue of its desktop counterpart. Yet, many accountants and business professionals are still unaware of the extensive features QBO offers.
Unlock the advantages of the subscription model and learn how to leverage QBO to manage inventory, enhance internal controls, create presentation-quality financial statements, and seamlessly migrate from QuickBooks Desktop or other accounting platforms.
Join our dynamic session to explore the best practices for implementing, using, and excelling with QuickBooks Online.
Don't miss out on the opportunity to elevate your accounting game with this surprisingly robust platform!
Highlights
- New features in QuickBooks Desktop and Online
- Enhancing internal controls in QuickBooks-based environments
- Improving financial and operational reporting when using QuickBooks and QuickBooks Online
- Best practices for setting up companies
Prerequisites
Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Designed For
Accountants and other business and financial professionals who use or support clients who use QuickBooks or QuickBooks Online
Objectives
- Differentiate between some of the characteristics of QuickBooks Desktop and QuickBooks Online
- Identify the ideal QBO subscription model that would work best for a given company and best practices for converting to QBO
- Select the best path for performing routine accounting tasks in QBO
- Determine the way to set up QBO or convert from QuickBooks Desktop to QBO
- Identify and implement advanced options in QBO, such as workflow management, fixed asset tracking, and enhanced financial and operational reporting
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $300.00
Member Price $250.00