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

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.