CPE Course Information
|Course Title:||Quickbooks Intermediate/Advanced - Analysis of Financial Information for Year End Using Quickbooks Desktop|
|Description:||Speaker Bio: MB (Mary Beth) Raimondi became a CPA a long time ago. MB has worked with all versions of QuickBooks software, as well as Quicken software, since Intuit first introduced them more than thrity years ago. MB became a Certified QuickBooks ProAdvisor in 2002 and, as certifications became available, took those exams as well. Currently she holds Advanced certifications in QuickBooks Desktop and QuickBooks Online and holds Enterprise and Point of Sale (both POS Desktop and Revel [cloud based POS]) certifications. 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 (see “our team”). She is also proficient ProSeries and Intuit payroll offreings (additional Intuit products.) Having the small business experience, as a CPA, is a real benefit to her clients. In addition, MB has been a QuickBooks Seminar Instructor since 1999 both for Intuit and a national training company, having trained more than 20,000 QuickBooks users and accountants nationwide. Course Description: Learn how to harness the power of QuickBooks Accountant to analyze your client’s books at year end to prepare financial statements and tax returns. This class will focus on using the tools in QuickBooks to both review and clean up the books. It will include the following topics: getting access to client file; using Client Data Review; understanding reports and customization including using QuickBooks Statement Writer to prepare financial statements. It will also review common mistakes clients make and how to fix them. This is an intermediate to advanced class and qualifies for 4 hours of A&A and 4 hours of Other CPE|
|Sponsor:||PSTAP - State|
|Number of Days:||1|
|Location:||Cranberry, Cranberry Regional Learning Alliance Center|
850 Cranberry Woods Dr.
Cranberry Township, PA 16066
4 Credits A&A
4 Credits Other
Day 1 Choices
(Veg. option) Vegetarian
|Registration Begins:||7:30 a.m.|
|Start Time:||8:00 a.m.|
|End Time:||4:30 p.m.|
|PSTAP Member Rate:||199.00|
|No show, no refund.|
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