Small Business Tax Advisor Series – Part 2: Increase your Profitability with Schedule C Clients

Other Topics - Intermediate

Small Business Tax Advisor Series - Part 2: Increase your Profitability with Schedule C Clients

This course provides fresh ideas and in-product demos of QuickBooks Self-Employed (QBSE), QuickBooks Online Accountant (QBOA), ProConnect Tax Online (PTO) and Intuit Link tools to use in a Small Business tax advisory service. For the tax professional who wants to run an efficient and organized tax office, but craves flexibility to work virtually, you will learn about the technology and tools to enable you to successfully support your Schedule C tax clients. You will see the value in combining QuickBooks accounting tools (QBSE+QBOA) with Intuit’s tax tools (PTO+Intuit Link) to build an efficient and profitable tax office. The presenter will walk through a case study that features a part-time VIRTUAL tax preparer looking to solve key profitability issues, and apply simplified, collaborative processes with clients to reduce data entry time and errors. This course overviews the requirements, features of, and expert tips for utilizing QBSE, QBOA, PTO, and Link applications.

March 15, 2018. 12:00 pm - 1:40 pm CDT

2.0 CPE Credits