Quickbooks Intermediate/Advanced May 31, 2018 – Clarion Conference Center, Exton, PA

Analysis of Financial Information for Year End Using Quickbooks Desktop.

Unique Course Content Created for Tax Professionals Like You!

This course content was created and adapted for PSTAP members by Mary Beth Raimondi, CPA.  MB has trained more than 20,000 Quickbooks users, mostly accounting and tax professionals.  MB is INTUIT’S (the creator of Quickbooks) Intermediate/Advanced Quickbooks Instructor.


DATE:   May 31, 2018

WHERE:   Clarion Hotel & Conference Center     

                    815 Pottstown Pike, Exton

CPE:  4 A&A, 4 Other

PSTAP Members: $199                                                         

Non Members:    $249



We offered this course in Pittsburgh last year, and here are what some of the attendees had to say….

“I have been to at least 20 Quickbooks seminars and MB is hands down the best QB instructor I have ever heard.  She knows QB inside and out!”

“This was a great price for a full day QB course.  MB was very knowledgeable.  I enjoyed the course very much.”

“This course was worthwhile for both me and the staff member that I brought with me.  I would like to see more courses offered on this topic.”

About the Course: 

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 files; using Client Data Review in QuickBooks Accountant to assess the financial health of the file or to start cleaning up; reviewing account balances for reasonableness, 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.

The Speaker: MB (Mary Beth) Raimondi, CPA 

MB (Mary Beth) Raimondi, CPA has worked with all versions of QuickBooks software, as well as Quicken software, since Intuit first introduced them more than thirty 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 certifications. 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. 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.



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