Intuit Academy to Go

Offering Client Data Review as a Stand-Alone Service

Many accounting professionals use client data review to clean-up their clients' files prior to starting billable work.  QuickBooks ProAdvisor Stacy Kildal offers it as a "Tune-Up" for client files.  Discover how Stacy uses client data review as part of her business.

Learn how Client Data Review can be offered as an individual client service

 

 

Save Time Opening Multiple Files with Multi-Instance

QuickBooks ProAdvisor Stacy Kildal thinks the Multi-Instance feature is a big deal!  She shares why in this quick Intuit Academy Podcast.

  Listen now to Stacy's Overview of Multi-Instance