top of page

Tuesday, July 23  |  11:00 a.m. - 12:40 p.m.  |  Concurrent Session

Powering Prosperity with Books, Tax and Advisory Services 

1 CPE for CPA          

In this session, we’ll cover how to use Intuit QuickBooks, ProConnect Tax and Intuit Tax Advisor together to scale your services. The Intuit ecosystem enables professionals to seamlessly integrate client bookkeeping, income tax preparation and tax advisory services, automating more of the compliance activities to help you focus on higher-valued tax advisory services. We’ll explore a case study to close books at year end, make tax adjustments, import accounts for tax preparation, prepare the tax returns and create a tax saving plan using the filed tax return.

Upon completion of this session, you will be able to:

  • Create an automated workflow for books, tax and advisory services for your clients 

  • Identify book/tax differences in the accounting and reconcile them on the M-1 and M-2 tax schedules 

  • Engage clients in bookkeeping services to expand your service and simplify tax preparation 

  • Create a client tax plan from the tax return 

  • Scale your practice by streamlining your workflow and expanding your services 

CPE information
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Al-Nesha Jones

Founder of ASE Group

bottom of page