Intuit ProConnection® Newsletter | April 2008 | Vol. VII, No. 5 - Conference Special
QuickBooks Feedback Community Subscriber Center Accountants QuickBooks Support
Early Bird Discount
Course Selection
QuickBooks and Accounting
Lacerte and Tax
Manage, Grow Your Practice
Two Locations
IRS to Attend
Brief Speakers List
Conference

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QuickBooks® or Lacerte®, a Conference for You

This Special Issue of Intuit ProConnection Is All about Your Conference


Intuit Accounting Professionals User Conference


Intuit's first ever user conference aimed solely at accounting professionals gives us a chance to get as much detail out to you as possible so you can decide if you would benefit from attendance. While in years past there have been Lacerte user conferences, this is our first broader outreach to include practitioners from both the financial accounting and the tax side of the workflow. (Note: An earlier version of this newsletter incorrectly switched the cities where the two conferences are being held. Intuit apologizes for the error and any inconvenience that we may have caused. The dates shown below are corrected in red).


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Early Bird Discount Closes May 1, 2008

You Can Save $100 per Registration


If You Act Now

There is a limited time offer of $599* per person (regularly $699), includes conference and some meals. The fee does not include airfare, hotel rooms and other expenses.

Note. This special offer is valid only when you register for the Intuit Accounting User Conference by May 1, 2008.

*Terms, conditions, pricing, features, support and service options are subject to change at anytime without notice.


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Wide Course Selection

Attend Up to Six Courses


Choose at Conference. Attendees can attend six courses, and can make their final selection at the conference. Please note that some courses will be held simultaneously, which may limit your ability to attend all of your preferred courses. Courses are offered at both locations, unless otherwsie noted.

We Have You Covered. Conference attendees will be given access to the detailed step-by-step handbooks that accompany the software-based courses. If you have to miss one of the software-based conferences because of a conflict, you will still be able to learn back at your office if you missed a presentation at the conference.


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QuickBooks and Accounting

QuickBooks Courses (Lecture and Demonstration)


Many Course Outlines Now Available. We wanted to get you all the information currently available about the courses. Where available, the following links include detailed course descriptions in Word format, including prerequisities, recommended hours of CPE credit, and more. Just click on the link and Open or Save the document.

  1. QuickBooks Basics and Beyond* [DOC, 26 KB]
  2. QuickBooks, Better because of You*
  3. QuickBooks at Year End [DOC, 31 KB]
  4. Top Client QuickBooks Errors: Why They Make Them, and How You Can Fix Them [DOC, 34 KB]
  5. Simplifying Your Workflow using QuickBooks Premier Accountant Edition 2008 and Lacerte [DOC, 28 KB]
  6. Payroll: an End-to-End Perspective [DOC, 29 KB]
  7. QuickBooks Reporting and Analysis, including Job Costing [DOC, 28 KB]

* Optional Wednesday evening offering.

QuickBooks Courses (Hands-On)

  1. QuickBooks: A Deep Dive into Setup and Troubleshooting [DOC, 33 KB]
  2. QuickBooks Reporting and Analysis for Financial and Operational Management and Job-Costing Tracking [DOC, 28 KB]

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Lacerte and Tax

Lacerte Courses (Lecture and Demonstration)

  1. Lacerte 101: An Overview for New Users* [DOC, 29 KB]
  2. Lacerte, Better because of You*
  3. 1040 Nightmares: Advanced Tax Scenarios Explained [DOC, 29 KB]
  4. Lacerte Practice Management Tools [DOC, 25 KB]
  5. Time = Money: Timesaving Tips and Tricks [DOC, 26 KB]
  6. E-file: It IS the Better Way [DOC, 29 KB]
  7. More Than a Tax Return: A Tax Law Strategies and Planning Discussion [DOC, 30 KB]

*Optional Wednesday evening offering.

Lacerte Courses (Hands-On)

  1. Multi-State Returns Don't Have to Be Hard [DOC, 27 KB]
  2. Mastering Complex Dispositions: A Like Kind Exchange/Bulk Sales Workshop [DOC, 28 KB]

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Managing and Growing Your Practice

Practice Management Courses (Lecture and Demonstration)

  1. Grow your Practice - Marketing Essentials to Help You Attract New Clients (For current and potential QuickBooks ProAdvisors) [DOC, 32 KB]
  2. Be a Hero to your Clients: Effectively Advising Your Clients about Payroll   [DOC, 32 KB]
  3. Grow and Balance Your Practice by Adding New, Non-Tax, Filing Services [DOC, 31 KB]
  4. Myths and Truths: The Paperless Office (Document Management System) [DOC, 37 KB]
  5. How to Develop a Profitable Niche Practice (San Diego Only) [DOC, 42 KB]
  6. Infopreneur: Seven Ways to become the Accountant of Choice (San Diego Only) [DOC, 43 KB]
  7. Leveraging Technology to Gain Productivity (Orlando Only) [DOC, 37 KB]
  8. Taking Clients from Start to Finish (Orlando Only) [DOC, 41 KB]

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Two Locations

Orlando, FloridaSan Diego, California

Choose Your Destination


Two Great Locations

Whether you choose Orlando, Florida or San Diego, California, we think you will be pleased by the family-friendly opportunities in these two resort cities.

Note: Each conference is scheduled for a Thursday and Friday, with optional sessions Wednesday evening. Some attendees may want to extend their stay into the weeked for a short vacation.

Learn more about these two destinations here.


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IRS to Attend

IRS Confirms Attendance at 2008 Intuit User Conferences


Most Recent Addition to Program

The IRS will be attending both Intuit User Conferences to answer questions and provide tax tips. In particular, we expect IRS representatives to have more information about the Schedule C changes for 2008 returns.


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Brief Speakers List

Slated to Present

The following list briefly identifies speakers lined up so far. Chances are you will recognize many of these names from other conferences or training events. Many are contributors to your Intuit ProConnection Newsletter.

INDUSTRY SPEAKERS

Gregg S. Bossen, CPA, Certified QuickBooks ProAdvisor. President of Gregg S. Bossen, CPA, PC for over 15 years, author, and frequent QuickBooks trainer for Real World Training across the country.

Dawn Brolin, MSA, Advanced Certified QuickBooks ProAdvisor. (Orlando Only.) Principal in Premier Accounting & Tax Services, LLC., also a member of the Certified Trainer Network for Intuit, a member of the Intuit Speakers Bureau.

**Michelle L. Long, CPA, MBA, Advanced Certified QuickBooks ProAdvisor. (San Diego Only.) Owner of M. Long Consulting, LLC, also a member of the Certified Trainer Network for Intuit, a member of the Intuit Speakers Bureau, and the author of a recent book on QuickBooks Consulting.

**Bonnie J. Nagayama, CPA, Advanced Certified QuickBooks ProAdvisor. (Orlando Only.) President of McWilliams & Associates Inc., author and publisher, an Intuit Solutions Provider, and member of the Intuit Speaker’s Bureau; recipient of the California CPA Education Foundation’s Award for Instructor Excellence.

**Pam Newman, CMA, CFP, MBA. (San Diego Only.) President of RPPC, Inc., and a member of the Intuit Speakers Bureau, author and frequent speaker with over ten years of diverse business experience, ranging from entrepreneurial start-ups to Fortune 500 companies.

Amy Vetter, CPA, CITP, Advanced Certified QuickBooks ProAdvisor. Owner AV Accounting Services, Executive Director of Technology in a Box, LLC, author, contributor to QuickBooks reference materials, also a member of the Certified Trainer Network for Intuit, a member of the Intuit Speakers Bureau.

**Joe Woodard, Advanced Certified QuickBooks ProAdvisor. President, Creative Financial Software, a member of the Intuit Speakers Bureau, author, contributor to Sleeter Group materials, has personally trained over 15,000 QuickBooks users and practitioners over the last ten years.

**Contributor to Intuit ProConnection.


INTUIT SPEAKERS

Albert Baines, Tax Analyst/Programmer for the Lacerte Fiduciary state products. He joined Lacerte in 1994.

Lisa Brandt, as Marketing Manager, QuickBooks ProAdvisor Program. Joined Intuit in 2000 with expertise in QuickBooks Enterprise Solutions.

Scott Chapman, Asst. Program Manager, Accountant Training Network. Joined Intuit, Inc. in 1998 currently specializing Internet and live seminars to Lacerte users

Mike D'Avolio, CPA, Senior Tax Consultant. Joined Lacerte in 1987, primary liaison with the Internal Revenue Service for tax law interpretation matters.

Eric Duff, e-File Analyst. Joined Intuit in 2001 and is a Lacerte electronic filing product expert.

John Hardy, Tax Analyst. Joined Intuit in 2000 for Lacerte; special state knowledge, including New York.

Ray Mainville, 1040 Senior Tax Analyst. Joined Lacerte in 1997 and provides expertise in depreciation, dispositions and passive activities.

David McMinn, CPA. Joined Lacerte in 1992, with background in oil and gas industry.

Eldwin Pile, Lead Developer, 1040 U.S. Electronic Filing Program, Lacerte. Joined Lacerte in 1999 and has deep experience with 1065, 1120, and 1120S tax programs.

Kate Viotto, Senior Marketing Manager, QuickBooks ProAdvisor Program. Kate joined Intuit in 2006 focused on growth strategies for accounting professionals, the QuickBooks ProAdvisor program, and Intuit's Small Business Development Center (SBDC) Program.

Pam Welch, Senior Tax Analyst/Programmer. Began her career with Lacerte in 1996 and for nine years has operated her own tax practice using Lacerte.

Bill Whitson, Full Service Program Manager, Accountant Training Network. Began with Lacerte in 1996 and now trains over 2,700 customers annually.

Stephen Wright, CPA, Senior Tax Analyst. Joined Lacerte in 1995, deep experience in many issues.



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Space Is Limited

Register Soon


Visit our full Intuit Conference site to register for the conference now to take advantage of the early bird discount described above.


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COMING IN MAY

  • MORE GREAT ARTICLES . Taxes: How to Keep Your Tax Clients in Tough Times; New Wrinkles in Dependency Issues for Nontraditional Households. QuickBooks: QuickBooks up in Rollers (using QuickBooks for beauty shops); Budgeting with QuickBooks. Accounting Workshop: Labor Burden and How to Calculate It.




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