Advanced Practice Management Boot Camp for Accountants and Bookkeepers

Hey everyone,

I just wanted to let you know about a great event coming up for you on July 12-28, 2016. Another chance to work “on” your business instead of in it.

Advanced Practice Management Boot Camp for Accountants and Bookkeepers

In this workshop-formatted webinar series, we’ll take a more strategic approach, using Michelle Long’s foundational 5P formula. We’ll cover:

  • Planning, showing you how to do a SWOT analysis like the large corporations do,
  • Product – what you sell and how you can make it a one-of-a-kind offering,
  • People, including your clients, vendors, and employees, and how they contribute to your success,
  • Processes, so you are not continually reinventing the wheel, and
  • Pricing, how to get what you’re worth and how to get paid every time.

Co-presented by two award-winning accounting industry CPAs, Michelle Long and Sandi Smith Leyva, this workshop series won’t be repeated and is a don’t-miss event.

You’ll get lecture, exercises, and extensive Q&A time on these essential components that will take your business to the next level. Starts July 12, 2016. Early bird price through end of June or until seats fill.

Don’t Miss Firm of the Future and QuickBooks Online Certification Prep Seminars in Various Cities

There are two great training opportunities to help accounting professionals grow their practice in various cities across the US this May and June.  The events are Becoming a Firm of the Future and QuickBooks Online (QBO) Certification Prep (descriptions and details below).  In several cities, Becoming a Firm of the Future is in the afternoon and the QBO Certification Prep is the following day.  However, in some cities, only the QuickBooks Online Certification Prep is offered.  Get all the details and Register now to reserve your spot — the events are FREE!

The accounting industry is changing and we must change how we operate to survive and thrive.  Attend one or both; whichever fits where you are in your journey to an online practice:

  • Becoming A Firm Of The Future:
    Learn about the steps to take your practice to the next level. Get on the cloud and streamline your workflows, become a trusted advisor (including tips on implementing value pricing) and get connected with tips and tools to manage social media to help your firm grow.   
    Note: Only available in select cities.  Afternoon Training Course – 1:00-5:00pm

    • Details covered include:
      • What is a firm of the future and why it is important? What are the steps to become one? Learn which QuickBooks to choose and how to talk to your client(s) about moving to the cloud. Plus, how to convert to QuickBooks Online.
      • Understand how to automate and streamline workflows for you and your clients. Learn about time-saving features in QuickBooks Online and how 3rd party apps can save you and your clients time.
      • Learn about the QuickBooks ProAdvisor program (which you can join for free) and tools that help add value for your clients. Plus, the benefits of value pricing and how to start implementing it for your firm.
      • Learn about the Find a ProAdvisor directory where small businesses look for ProAdvisors, and how to improve your profile/search ranking.  Plus, we’ll discuss other social media sites (including Linkedin, Facebook, etc), who to connect with, the tools to manage social media efficiently and how to create and share content.
    • Please register to join me in these cities for Becoming a Firm of the Future:
      • Washington DC
      • Dallas, TX
      • San Francisco, CA
      • Irvine, CA
      • Minneapolis, MN
      • Miami, FL
      • Long Beach, CA
      • Portland, OR
      • Seattle, WA
  • QuickBooks Online Certification Exam Prep helps prepare you for the QuickBooks Online Certification exam. This course is not a “how to” and assumes you meet the prerequisites. Full-Day Training Course – 9:00am – 6:00pm
    • Who Should Attend? This course is designed for current QuickBooks ProAdvisors and accounting professionals who currently use or would like to learn more about working with QuickBooks Online software
    •  Agenda   2_proadvisor_online

      9:00am – 12:00pm

    • Event Kick-off (15 min)
    • QuickBooks Online features, setup and navigation
    • Money-in and money-out managing revenue, expenses & purchases
    • Company settings and customization

      12:00 – 1:00pm — Hosted Lunch

      1:00pm – 3:00pm

    • Reporting, resolving client data entry errors and troubleshooting
    • Payments, payroll and apps
    • Tools and wholesale billing options
    • 3:00pm – 6:00pm  — Time to take your certification exam

      Bonus: Earn up to 9 CPE credits. And, complete your QuickBooks Online Certification exam onsite to earn a reward!

      I’ll be presenting in these cities (Note:  There are several other cities but unfortunately I can’t do them all — although I would love to!)

      • Phoenix, AZ
      • Miami, FL
      • Atlanta, GA

I hope you’ll register for a city near you!  If you attend one of my sessions, please say Hi and introduce yourself!

Understand all the Options for Accessing QuickBooks Online

Join me and Intuit’s Micah Sampson, Senior Manager, Small Business Customer Care for QB Power Hour, Thursday 4/28/2016 to learn about all the options for accessing QuickBooks Online (QBO) including:

  • Desktop Browser QB PowerHour
  • QBO Desktop app
  • QBO Mobile app
  • Browser on Mobile devices

We will demonstrate each option and discuss the pros and cons of them.

Plus, Dan Lowell, Intuit Group Manager, Global Accountant Education….. will provide an update and answer questions about the recent changes for ProAdvisors to maintain their Advanced Certification status as mentioned in this recent post.

As always, you can earn up to 1 hour of FREE CPE for attending QB Power Hour live.  Can’t attend live?  register anyway to get the follow up email with the link to the recording.

I hope to see you there!



Be Careful of Using ‘Your Books’ in QuickBooks Online Accountant as Playground / Testing Area

QuickBooks Online Accountant (QBOA) is designed for accountants, bookkeepers and others who work with multiple clients.  It helps improve our efficiency when working with multiple clients.  One of the benefits is a QuickBooks Online Plus subscription as ‘Your Books’ in QBOA.

Ideally, you will use it to maintain your own firm’s books.  Initially, this is a great way for you to practice and get familiar with using QuickBooks Online (QBO) using your own data.  You can convert your QuickBooks desktop file into Your Books quickly.  Then, set up your bank feeds and start working with it for more experience.  If you want to, you could continue using your desktop file (running them in parallel) while you are playing around and getting more experience with QuickBooks Online.  Then, when you are ready to convert your latest file to Your Books, you can -re-convert for up to 1060 days for companies without payroll (check with ProAdvisor support for details).  It will replace whatever was in Your Books.

When people learn about the ability to re-convert into Your Books for so long, they may be tempted to use Your Books for testing or as a playground for client files.  In fact, there was a recent blog post / article that suggested using Your Books to test setting up clients and integrating 3rd party apps.  According to that article:

“Testing the App in your QuickBooks Online Accountant ‘Your Books’ lets you connect an App without the client watching, thus giving you the opportunity to become an expert and provide them with a tested solution. Another benefit is that you can upload a specific situation, or set of books, and test how the App will work inside a controlled environment and monitor the books for a trial period.”

 I DO NOT recommend this! 

The Customers in Your Books syncs with the Client list on your QuickBooks Online Accountant (QBOA) dashboard.  When you add a new customer into Your Books, they will appear as a client on your QBOA dashboard (as shown in the image below).  Thus, if you are playing around with your client’s data, then you’ll see their customers on your QBOA dashboard!  This is probably NOT want you want to happen!

Similarly, some people ask if they can use Your Books for a client.  Again, the customers of your client would appear on your QBOA client dashboard so this is not recommended either.

QBOA Your Books syncs customers with Client Dashboard

Sample Company / Test Drive

Remember you can use the sample company or test drive as much as you want and your clients can use it as well.  It contains a sample company with data, downloaded transactions and more.  It is a great way for you or your clients to play with QuickBooks Online and get more experience, test out how it works and more.  Nothing is saved in it so every time you login, it is re-set.  Your clients (or you) can login via this link: or just Google QuickBooks test drive for the link.  If you want access to the Accountants tools, then you should open the sample company via QBOA as shown in the image below.

Sample Company with Accountant Tools

I hope this QuickBooks Tip has been helpful for you!  Please share it with others!

News for Advanced Certified QuickBooks ProAdvisors + QB Power Hour is an ACE-Approved Provider!

Intuit announced a new program for Advanced Certified ProAdvisors® to renew their Advanced Certification today.  If you are Advanced Certified in either QuickBooks® Online or QuickBooks desktop, you need to complete Advanced Certified Education (ACE)-approved training to maintain and renew your Advanced Certified status.  Advanced Certified QuickBooks ProAdvisor - Online

Specifically, effective May 22, 2016, Advanced Certified ProAdvisors must complete 9 CPE credits of ACE-approved training within 3 years of earning the Advanced Certified status and then every 3 years thereafter.  Details and FAQs can be found here.

QB Power Hour an ACE-approved Training Provider

I’m pleased to announce that QB Power Hour (hosted by myself – Michelle Long, CPA and Hector Garcia, CPA) is one the few ACE-approved training providers.  Currently, the other ACE approved providers include Mario Nowogrodzki, CPA of Mendelson Academy and Scaling New Heights.  QB PowerHour

QB Power Hour will be the only ACE-approved provider to provide ACE-approved training for FREE!  QB Power Hour webinars are generally every other Thursday and we cover advanced topics for QuickBooks Online, QuickBooks desktop, value pricing, practice management and more.  All webinars are eligible for CPE (for attendees who attend live and meet the requirements).  There will be selected webinars (noted as ACE webinars) eligible for ACE-CPE credit as well.

In order to provide FREE webinars, we will seek select sponsors (contact us if you’re interested in being considered for sponsorship).  QB Power Hour webinars are targeted for CPAs, accountants, bookkeepers, tax professionals, consultants working with small business clients.  Details and register for all QB Power Hour webinars up as a series of webinars so you can attend any or all by registering one time).


QuickBooks Online Fundamentals – FREE webinar series starts 4/12 w/FREE CPE

Join me and register for all 3 webinars in the series here: — Click on Free Live Webinar Training and then Additional Training Sessions to register for each one separately

QuickBooks Online Fundamentals Series: Part 1 – Introduction to QuickBooks Online Accountant

This is the first of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online. This webinar begins with an introduction of Intuit and QuickBooks Online. It covers why small businesses and accounting professionals are moving to online solutions and the benefits of using QuickBooks Online.
April 12, 2016 12:00 – 1:30pm CST 1.5 CPE credits

QuickBooks Online Fundamentals Series: Part 2 – Setting Up Your Firm’s Books (or Clients)

This is the second of a 3-part series for accounting professionals who are new to QuickBooks Online. This webinar begins with a demonstration of the QuickBooks Online Accountant “Your Books” feature, which is a free subscription to QuickBooks Online that is integrated within QuickBooks Online Accountant for the accounting professional to use.
April 18, 2016 12:00 – 1:30pm CST 1.5 CPE credits

QuickBooks Online Fundamentals Series: Part 3 – Managing Your Firm’s Books (or Clients) With QuickBooks Online and Apps

This is the last of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online. This webinar shows accounting professionals how easy it is to perform basic workflows in QuickBooks Online.
April 19, 2016 12:00 – 1:30pm CST 1.5 CPE credits

I hope to see you there!


[Ultimate Accounting vCon] Last day to register at the early bird price, a great conference for people who have never been to an accounting conference

Just a quick reminder that today, April 1, 2016 is the final day to register at the early bird rate. You can find out more and register here:

If you’ve never been to an accounting conference, the 2016 Ultimate Accounting vCon is a great way to sample what it’s like without breaking your budget. It’s a 2-day virtual conference full of profit-boosting ideas from top-rated speakers and trainers on accounting practice management, technology, and marketing. It will be held May 12-13, 2016 with a chance to earn 12 CPE. And you never have to leave home.

Register now here:

Find out more here:

Please thank our sponsors:

Intuit: Intuit helps small businesses and accounting professionals save time managing their business finances so they can spend time doing what they love: growing their businesses. From desktop to online, payroll to payments, small business to professional accounting and tax solutions, Intuit is leading the way so that customers can never imagine going back to the old way.

Zoho Books is a simple, easy-to-use online accounting software for small businesses to manage their business finances the smart way. Zoho Books makes it much easier for you to manage your client’s books and also to reach out to prospective clients.

ShareFile provides an easier way for accountants to share confidential information with colleagues and clients.

Sage Accountant Solutions helps accounting professionals become more valued advisors for their small and medium-sized business clients through solutions that fit every client need, size, budget, and platform requirement.

Seattle-based Finagraph is a best-in-class financial gathering and business intelligence company. Its pioneering technology directly gathers and organizes financials from accounting systems, providing clear and actionable information. The Finagraph dashboard is now free for accountants and small business owners.

Feel free to forward this post to a friend!

Page 2 of 4412345...102030...Last »