Intuit Academy: Cleaning up at year-end with the QuickBooks Client Data Review

CDR can help reduce non-billable time. Becoming more productive and efficient can streamline your quarterly reviews and/or year-end procedures to meet deadlines in a more timely fashion. Your clients can benefit from these improvements resulting in an increase in client satisfaction, referrals, and profitability.

Download this course from the Intuit Academy today:

Save up to Four Hours from QuickBooksClean-up Utilizing Intuit’s Client Data Review

Earn one hour of free CPE by taking the related course offered by Intuit:!

 

 

 

Learn how other accounting professionals say they can save up to 4 hours when cleaning up a client’s data file by using the Client Data Review (CDR) feature in QuickBooks Premier Accountant 2010. In this course, you’ll discover how Intuit has taken this feature to the next level to enable you to be even more productive! Learn about the 4 new tools as well as existing tools in Client Data Review that can help you quickly and easily find and fix mistakes in your client’s files.

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Upcoming CPE Webinars

Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.