Category Archives: News or Announcements

Profit secrets for your practice, huge competitive advantage, have we got your attention?

If you’re in search of tips and techniques to help you make more money in your accounting practice, stay on top of new and ever-changing technology, and get a huge competitive advantage in the marketplace, then you’ll want to be at the Event of the Year! Sandi Smith Leyva and I are revealing all sorts… Read More »

Important Considerations Before Converting QuickBooks Desktop (Pro/Premier) to QuickBooks Online

It’s really easy to convert (or migrate) a QuickBooks desktop (QuickBooks Pro / Premier) file to QuickBooks Online.  Just a few clicks and it’s done.  However, there are important things to consider and clean up BEFORE you convert the file to QuickBooks Online (QBO).  Check out this quick video for details: Continue reading

QuickBooks Online — Learn about the NEW Updates to Customize Forms and Settings

QuickBooks Online continues to improve and update features.  I love that updates come out all year long! The Settings (formerly called Preferences) has been updated.  I really like the new, streamlined layout.  Plus, customize forms (invoices, estimates and sales receipts) has been updated recently.    Check out the latest updates in this quick video: Continue reading

Success in the Cloud — Webinar Series with Michelle Long, CPA

The Freedom in the Cloud events helped accounting professionals learn about the benefits of working in the cloud, the Cloud ProAdvisor Program, the new QuickBooks Online and more.  Now, Intuit Academy is sponsoring the Success in the Cloud webinar series with Michelle Long to help accounting professionals take it to the next level.  

Keyboard Shortcuts for QuickBooks Online + Michelle Long’s One Click Trick

Keyboard shortcuts can be a time saver when you are working in QuickBooks so I’m happy to share keyboard shortcuts for QuickBooks Online (QBO).  Plus, you can use my One Click Trick in QuickBooks Online to create your own ‘icon bar’ to access things you use most frequently with just one click.  The keyboard shortcuts… Read More »

Quick Videos — Intro to New QuickBooks Online & Michelle Long’s One Click Trick and Navigating Tips

I’ve recorded a couple of quick videos (more coming soon) about QuickBooks Online.  Especially for people who want to get started using the New QuickBooks Online quickly.  Please feel free to share these with your clients or co-workers too! 

Value Pricing — A New Way to Run Your Practice — FREE Webinar

Are you an accountant, CPA, bookkeeper, QuickBooks ProAdvisor or consultant with some clients who think your hourly billing rate is to high? Do you want to improve your profitability and make more money?  Then, you need to join the growing trend for accounting professionals and implement value pricing.   This free webinar will help you… Read More »