QuickBooks Online Master Class

Unlock the potential opportunities for your practice.

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Invest in your future with QuickBooks Online Education

Join us for a 2-day class that will help your “entire” practice. You’ll start day 1 with advanced technical skills so you’re at the top of your game for your QuickBooks Online clients. Then on day 2, you’ll focus on the skills you need to grow your practice effectively and deliver service efficiently.

Day 1 Technical Training

8:30 AM – 5:00 PM
Continental breakfast and lunch will be provided

Highly Advanced, Post-Certification Training on QuickBooks Online

Training led by your accounting professional peers who are QuickBooks Online Advanced Certified. They will highlight their real-life experiences as they help you expand your proficiency with QuickBooks Online to include:

  • Advanced troubleshooting methodologies
  • Managing and safeguarding the QuickBooks Online database
  • Using utilities and Apps to boost efficiency in your practice
  • Solving process inefficiencies that can tank your productivity

Note: The content for Day 1 is highly advanced and specific to QuickBooks Online. QuickBooks Online Certification or QuickBooks Online Advanced Certification is required to participate in Day 1.

Day 2 Practice Development Training

9:00 AM – 5:00 PM
Continental breakfast and lunch will be provided

Designing a Scalable, Efficient, and Effective Advisory Practice

Unlock the potential in your practice with sessions designed to help you build your business. You’ll discover new ways to increase efficiency, build a high-performing team, and price your services for profitability. You’ll get an in-depth understanding of:

  • How to move beyond accounting to a broader business coaching role with your clients
  • How to measure what matters - the pursuit of effectiveness in your client relationships
  • Getting paid what you’re worth – pricing strategies for accounting professionals

up to 14




Day 1 - Technical Training

7:00 AM
Setup and Registration Open
7:30 – 8:30 AM
Breakfast and Registration
8:30 – 10:10 AM
Session 1: QuickBooks Online Troubleshooting
10:10 – 10:30 AM
Morning Break
10:30 – 12:10 PM
Session 2: Using QuickBooks Online Data Utilities: A ProAdvisor Perspective
12:10 – 1:10 PM
1:10 – 2:10 PM
Session 3: Ways to Expand Your Efficiency in QuickBooks Online
2:10 – 2:40 PM
Afternoon Break
2:40 – 4:10 PM
Session 4: App Workshop: Identify 3 Apps to Implement and Create the Plan
4:10 – 5:00 PM

Day 2 - Practice Development Training

7:00 AM
Setup and Registration Open
7:30 – 9:00 AM
Breakfast and Registration
9:00 – 10:00 AM
Session 1: Working On...Not Just in Your Practice
10:00 – 10:15 AM
Morning Break
10:15 – 11:15 AM
Session 2: Unlocking the Potential in Your Practice
11:15 – 12:00 PM
Session 3: How Standardization and Automation Lead to Huge Productivity Gains
12:00 – 1:00 PM
1:00 – 2:30 PM
Session 4: Team Building, Client Coaching and Working with Clients
2:30 – 2:45 PM
2:45 – 4:15 PM
Session 5: Pricing Strategies for Your Practice
4:15 - 4:45 PM

Discover the Benefits of Cloud Computing
and Grow Your Practice

Who Should Attend: Bookkeepers, accountants and other small business advisors

CPE information: (see previous updated timeline with CPE per session)
Program level: Advanced
Prerequisites/ preparation: None
Delivery method: Group-Live
Fields of study:
Day 1 - Computer Software & Applications – Non-Technical
Day 2 - Business Management & Organization – Non-Technical


  • Attendees should bring a wi-fi enabled laptop with a power cord for activities throughout the day.
  • No-Show Penalty: Please note that registrations must be canceled 7 days prior to the event to receive a full refund of your registration.


Meet our instructors

Carla Caldwell

Founder, Caldwell Consulting & Training

Bryce Forney

CPA with Forney Accountancy

Stacy Kildal

Owner/Kildal Services

Michelle L. Long

CPA, MBA - Owner, Long for Success, LLC

Mary Beth Raimondi

MB Raimondi, CPA.CITP

Laura Redmond

CEO/Redmond Accounting Inc

Liz Scott

Accountant/Accounting Lifeline

Erin Walsh Dyer

The Bookkeepers Friend

Mariette Martinez, EA

Accountant/Tax Pro & Public Educator

Heather Satterley

Satterley Training & Consulting, LLC