Content Provider
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Self-Study CPE
HOW TO READ AND ANALIZE FINANCIAL STATEMENTS
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EARNINGS MANAGEMENT
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EQUITY INVESTMENTS AND LONG-LIVED ASSETS
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PREPARING FINANCIAL STATEMENTS
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INTRODUCTION TO FINANCIAL STATEMENTS AND THE ENVIRONMENT OF FINANCIAL REPORTING
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CURRENT ASSETS AND ASSET VALUATION
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SEC ENFORCEMENT OF ACCOUNTING AND REPORTING REGULATION
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FINANCIAL REPORTING AND ANALYSIS - 8 COURSE SERIES
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CLASSIFICATION AND ACCOUNTING FOR DEBT AND EQUITY
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Free cpe webinars
QuickBooks Online: Measurable Improvements

QUICKBOOKS ONLINE: MEASURABLE IMPROVEMENTS

Cost Free
CPE Credits 2.0 hours
Subject Area 2.0 - Accounting
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites Recommended for individuals with intermediate to advanced knowledge of QBO & bookkeeping principles
Advanced Preparation None
Course Description

We live in a world of data, and it’s more than just historical financial data. To help advise clients on tracking their goals requires developing KPIs that may include incorporating information from ancillary systems. This session will discuss ways to establish KPIs that drive performance toward goal achievement and create actionable items based on the metrics.

Providing accurate, timely, and insightful information is the value accounting services offer their clients. Many practitioners are focused on accuracy and timeliness, but not enough are providing real insights. Join this session to learn skills for being an advisor and ideas on adding advisory services to your current bookkeeping offerings.

Learning Objectives:


  • Outline the types of metrics to measure and monitor within a business and identify how to distinguish between leading and lagging indicators

  • Determine how to create new KPIs

  • Identify strategies for creating an atmosphere of accountability to the defined KPIs

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Quickbooks logo preferred rgb
Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.