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QUICKBOOKS SELF-EMPLOYED SPECIALTY TRAINING

Cost Free
Presentation Length 2.0 hours

Recorded DateJanuary 24, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This 120-minute webinar will help you better understand the unique needs of your self-employed clients and how they differ from other business owners who file a form Schedule C. Learn how the features of QuickBooks Self-Employed, such as the mileage tracker and estimated tax projector can help self-employed clients stay organized and compliant throughout the year. This session will teach you the skills you need to setup, support and advise your self-employed clients using QuickBooks Self-Employed.

Learning Objectives:


  1. Recognize the unique needs of self-employed workers and the implications of the gig-economy on the self-employed market.

  2. Understand the benefits and features of QuickBooks Self-Employed.

  3. Learn how to set up a new QuickBooks Self-Employed subscription for your client and use it to complete your client's year-end bookkeeping.

  4. Identify best practices for year-end review and how to provide on-going support and advisory services to your clients that use QuickBooks Self-Employed.

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Testimonials
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Kathleen Hon (RETIRED)

"Fantastic instructor! She knew her subject so well and was so efficient at getting it across she could answer a large number of student questions as she went through. Every instructor related to QB or intuit has been great but she was exceptional! Got through a large amount of material and the demonstration in a short time without seeming rushed. I'll be glad to have a copy of this class for when I have clients switch to QBSE just in case my memory is too full."

Jennifer Steinbeck (French City Bookkeeping)

"This was a great webinar! Very informative as the presenter went into QB Self-Employed program and showed us exactly how to efficiently and effectively categorize transactions using rules! And the information was geared towards our audience providing us with recommendations on how we can help our clients utilizing QB Self-employed and who would benefit the most! Great information all around!"
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Rachel Saldana (Saldana's Tax Service LLC)

"I thoroughly enjoyed learning about QB Self Employed! There are so many things that make this a great tool for the small business entrepreneur. The webinar was very beneficial and helped me understand how to use the product, but more importantly how I can help small business owners with the goal of growing my business! Thank you!."
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Debbie Saucier (Pulse Marketing LLC)

"Mariette Martinez's presentation QuickBooks Self-Employed Specialty Training was excellent. She was very through, the information was well organized and presented and she included so many helpful tips and worksheets. She gives you everything you need to succeed! Thank you Mariette."

Susan Spencer (Business Services By Susan)

"This webinar was done very well and the speaker was very good. She kept our attention, taught us what we needed, maintained a good pace (a little fast but that is better than too slow) and did not include unneeded information and was not thrown off track by questions."
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julia emerson (emerson)

"Mariette was very enthusiastic and influenced my view of the Self-employed QB app. I have several clients that could benefit from this so I am going to reach out to them to see if I can get them on board as a result of her effective presentation."
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Margaret Bruce (Margaret Bruce)

"I am so impressed that that Ms Martinez was able to provide so much information in such a clear and concise manner. She is most definitely an educator. She and her team have done an excellent job of answering questions."
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Ellen Reeman (H&R Block)

"These webinars give you just an incite into the product which gives you enough to do it on your own, make recommendations to your clients and increase your client base. A definite must for success!"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

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.