Financial Statement Preparation for Your QuickBooks® Clients | QBAAOD13

Product Code :
Format :
Level :
Designed For :
All CPAs who work with QuickBooks clients.
Field of Interest :
Prerequisite :
Credits :
8.00 CPE
Description :
QuickBooks® is used widely by many small businesses. Know how to leverage the most recent ins and outs of this popular software package so you can efficiently complete work for your QuickBooks clients, while following the rules and guidelines our profession requires. Gain insight into how a client's choice of QuickBooks affects you when it comes time to issue financial statements and make interim visits. Copyright 2013. Note: There is a minimum passing rate of 70% for this course. This course was originally webcast June 5, 2013.
Objectives :
  • Improve your understanding of QuickBooks to work more effectively.
  • Explore internal control issues and possible solutions to reduce fraud.
  • Discover ways to customize reports to prepare work papers.
  • Learn how to efficiently work with client data files to issue financial statements.
Major Topics :
  • The file arrived from the client: now what?
  • What you need to know about QuickBooks file maintenance
  • General accounting policies
  • Cash vs. accrual statements
  • Preparing work papers
  • Financial statement preparation using just QuickBooks
  • Add-on products for financial statement flexibility
  • CPA rules and regulations
  • Internal control and fraud reduction
Advanced Prep :
About the Author :
Nagayama Bonnie J - 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.