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Self-Study CPE
HOW TO READ AND ANALIZE FINANCIAL STATEMENTS
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PREPARING FINANCIAL STATEMENTS
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CLASSIFICATION, DEBT, AND EQUITY
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EQUITY INVESTMENTS AND LONG-LIVED ASSETS
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CURRENT ASSETS AND ASSET VALUATION
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INTRODUCTION TO FINACIAL STATEMENTS AND THE ENVIRONMENT OF FINANCIAL REPORTING
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EARNINGS MANAGEMENT
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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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Free cpe webinars
Quickbooks Online: Reactive vs. Proactive Accounting

QUICKBOOKS ONLINE: REACTIVE VS. PROACTIVE ACCOUNTING

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - 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

Clients increasingly ask and expect their accountants to provide advisory services, which are proactive by definition. For many accountants, this is an unfamiliar role, as accounting has traditionally been reactive. 

This module explains the difference between reactive and proactive accounting and why the ability to combine both skill sets can set you apart and help boost your career. The module explains the many different roles proactive accounting can take and explains how to define your role clearly when working with a new client. Finally, you will learn how to bring product design, strategy, and project management work into your portfolio of services.

Learning Objectives:


  • Determine how to differentiate between traditional reactive accounting and proactive accounting

  • Determine why advisory services can provide such value to clients

  • Identify different ways and roles for providing proactive advisory services

  • Recall how to define the role to play with your clients

  • Recall how to design projects and identify the job to be done with clients

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.
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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.

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About Our Presenter

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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.