Efficient Financial Statement Preparation for Your Desktop and Online QuickBooks Clients Webcast | 4151408F


Date :
March 4, 2016 6:30 AM - 2:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00, FR 2.00, AA 8.00
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Both desktop and online versions of QuickBooks are widely used by small businesses. In this course, you will gain insights into how a client's selection of desktop or online QuickBooks impacts you when issuing financial statements and making interim visits. Learn to leverage the features of this popular software package to increase your efficiency while meeting professional standards and explore internal control issues and fraud reduction strategies.

Formerly titled: Financial Statement Preparation for Your QuickBooks Clients


  • Determine ways to work more effectively with QuickBooks.
  • Identify how to efficiently work with client data files to issue financial statements.
  • Determine how to customize reports and prepare work papers.
  • Identify internal control issues and possible solutions to reduce fraud.

Major Subjects:

  • What to do after receiving a client's file
  • QuickBooks file maintenance essentials
  • General accounting policies
  • Cash vs. accrual statements
  • Preparing work papers
  • Financial statement preparation using QuickBooks
  • Add-on products for financial statement flexibility
  • CPA rules and regulations
  • Internal control and fraud reduction

Advanced Prep:


Misc. Information:

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.

To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).

Level of Difficulty:
Field of Interest:

General knowledge of desktop or online QuickBooks.

Designed For:

CPAs who work with desktop or online QuickBooks clients.


Bonnie J Nagayama
Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor. Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.
No Agenda or Materials posted.