QuickBooks Professionals: Earning What You Are Worth!

QuickBooks Professionals: Earning What You Are Worth!


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Access the recording from Thursday, December 16, 2010 at 10:00 AM Pacific (1:00 PM Eastern).


QuickBooks is a great cornerstone for building a business for many ProAdvisors, Bookkeepers and Accountants. However, there is also a lot of competition since everyone thinks they know QuickBooks. Join us for an interactive 1 hour session to learn a variety of ways to differentiate you from the other service providers. Armed with this information, you can increase your perceived value (which translates directly to the rates you can charge) and increase your confidence as you work with a variety of QuickBooks clients.

Learning Objectives:

• Determine how you can improve the perceived level of service you provide.
• Develop skills to increase the value you provide to clients.
• Set the tone from the first meeting/communicate with existing clients.
• Learn how to effectively communicate your value.

Major Topics:

• Introduction
• Getting Started Right
• Transition for Existing Clients
• Packaging Your Services
• Getting Help
• Next Steps


XpandedReports, LLC


Program Level:


Field of Study:

Specialized Knowledge

Program Prerequisties:

Experience with QuickBooks

Advanced Preparation:


Delivery Method:

Group-Internet Based


Bonnie Nagayama, CPA

CPE Credits:


McWilliams & Associates Inc. is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the
National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.