K2's What's New With QuickBooks

K2's What's New With QuickBooks

K2’s What’s New With QuickBooks

Computer Software and Applications
1 CPE Credits
Course - K2's What's New With QuickBooks
25c-newqb
In-Person, Webinar
Live
Update
50 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Licensing issues
  • Pricing updates
  • New and improved features
  • Transitioning from QuickBooks Desktop to QuickBooks Online

Learning Objectives

  1. List examples of key new features in QuickBooks Desktop, Online, and Enterprise Solutions
  2. Identify changes in the licensing agreements across the QuickBooks platform
  3. Cite examples of similarities and differences in features and functions across the QuickBooks platform

Description

QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.

Compliance Information

Business professionals seeking to stay abreast of key developments associated with QuickBooks Desktop, Online, and Enterprise Solutions None Computer Software and Applications 1 Credits January 1, 2025
Topics

Overview

QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.

Course Details

  • Designing Service Delivery Models that are scalable and efficient processes for CAS
  • Managing client relationships and setting expectations to deliver consistent value
  • Evaluating pricing strategies, including fixed fee, subscription, and other pricing models
  • Ensuring governance and meeting regulatory standards for data security and compliance
  • Adapting to emerging technologies and evolving client demands to future-proof the practice
  • CAS overview to understand the service offerings, client needs, and market opportunities
  • Selecting technology tools in CAS for accounting, workflow, and client collaboration

  1. Define the scope and benefits of Client Accounting Services for CPA firms
  2. Identify essential technology tools and strategies for CAS implementation
  3. Evaluate various pricing models and their application to CAS offerings
  4. Outline critical considerations for maintaining data security and regulatory compliance in CAS
  5. Develop a roadmap for building or enhancing a scalable CAS practice

Intended Audience — Accounting professionals seeking to successfully enter or expand the client accounting sector of their practice

Advanced Preparation — None

Field of Study — Accounting

Credits — 2 Credits

IRS Program Number –

Published Date – January 1, 2025

Revision Date –

Course Authors

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