QuickBooks Online: Grow Your Practice Workshop

1-day workshop to help accounting professionals find new ways to take their practice to the next level.

See Agenda & Locations

Invest in your future with QuickBooks Online education

Discover proven strategies and innovative ways for bookkeeping and accounting professionals to build your practice and get new clients. You will walk away with actions and ideas that you can implement in your firm immediately, and grow your firm with new services and skills over time.

This one-day workshop will kick off with an information-packed session on the Gig Economy. Learn what drives the Gig Economy and how you can take advantage of this shift in the workforce to grow your staff and your client base.

After this session, choose between two tracks that aligns with your experience:

Track 1: Intermediate (Recommend for newer practice)
  • Leverage apps to help you and your clients grow and save time
  • Discover pricing strategies you can use to get paid what you’re worth
  • Get an overview of the basics of online marketing to find new leads

Track 2: Advanced (Recommend for mature practice)
  • Offer new services to grow your firm and boost your revenue
  • Create pricing packages that meet the needs of your clients
  • Use advanced marketing techniques to bring in referrals

9:00 AM - 5:00 PM


8:30 – 9:00 AM
Check-In, Continental Breakfast, and Networking
9:00 – 10:00 AM
Opening session: What is the Gig Economy and How You Can Benefit
Track 1
10:15 – 11:45 AM
Session 1: How Apps Can Help You Grow and Save Time
Track 2
10:15 – 11:45 AM
Session 1: Services You Can Add to Grow Your Firm
11:45 – 12:45 PM
Hosted lunch
Track 1
12:45 - 2:15 PM
Session 2: Getting Paid What You’re Worth – Pricing Strategies You Can Use
2:30 – 4:00 PM
Session 3: Getting Started with Online Marketing
Track 2
12:45 - 2:15 PM
Session 2: Implementing Value Pricing for the Small Firm
2:30 – 4:00 PM
Session 3: Advanced Marketing Strategies to Grow Your Practice
4:00 – 4:10 PM
Break & Reconvene
4:10 – 5:00 PM
Closing and Q&A



Discover New Ways to Expand Your Practice with QuickBooks Online

Who Should Attend: Bookkeepers and Accounting Professionals

Track 1: For those earlier in their journey with QuickBooks Online. You have a minimum of 2-3 clients using QuickBooks Online.

Track 2: For more established QuickBooks Online practitioners. You work with more than 4 clients using QuickBooks Online on a regular basis.

CPE information: see titles above
Program level: see above
Prerequisites/ preparation: None
Delivery method: Group-Live
Fields of study: see above


  • Attendees should bring a wi-fi enabled laptop with a power cord in order to perform exercises 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