How to Implement QuickBooks Training in your Practice - PowerPoint PPT Presentation

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How to Implement QuickBooks Training in your Practice. Course Objectives. Why offer QuickBooks Training to your clients? Client Needs Analysis 1 on 1 Training versus Group Training Training Resources available to QuickBooks ProAdvisors

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How to Implement QuickBooks Training in your Practice

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How to implement quickbooks training in your practice

How to Implement QuickBooks Training in your Practice

Course objectives

Course Objectives

  • Why offer QuickBooks Training to your clients?

  • Client Needs Analysis

  • 1 on 1 Training versus Group Training

  • Training Resources available to QuickBooks ProAdvisors

  • Guidelines for Establishing QuickBooks Engagements and Proposals

Why offer quickbooks training

Why offer QuickBooks Training?

Why offer quickbooks training1

Why offer QuickBooks Training?

  • To Market your Practice

  • Provide a Turnkey Accounting Solution

    • Monthly Visits to Client’s Premises

    • Update QuickBooks

    • Correct Client Errors and Provide Product Training

    • Uncover Other Revenue Opportunities

Client needs analysis

Client Needs Analysis

Quickbooks needs analysis

QuickBooks Needs Analysis

Begin with a Client Interview to Determine:

  • How much setup information the client has readily available

  • Trial Balance

  • Bank Reconciliations

  • What QuickBooks version is right for their needs

  • Management reporting requirements

    Data File Setup Complexity:

  • Level 1 – COA, Customers and Vendors Only

  • Level 2 – Add A/R and A/P

  • Level 3 - Add Inventory, Sales Tax and/or Payroll

  • Level 4 - Add Customized Reports & Forms, Industry Specific Configuration

  • Level 5 – Add Integration with Other Solutions

Quickbooks training needs analysis

QuickBooks Training Needs Analysis

  • Interview the client to assess their current QuickBooks skill level and condition of QuickBooks file

  • You may need to re-visit the interview regularly

  • Initial meetings with a prospective client are bi-directional

    • clients are also evaluating you-- your reputation, your experience, your personnel and your skills

  • Make sure the organization is the type you want to do business with

1 on 1 training versus group training classes

1 on 1 Training versus Group Training Classes

Training options

Training Options

  • Onsite Training (One on One)

  • Group Training

  • Web Training

  • Outsource

  • Bill client based on training time, not learning objectives

  • Use a published training resource

Quickbooks training classes

QuickBooks Training Classes

Hands on versus Lecture Style

Training assessment

Training Assessment

From your Client Interview determine:

  • Number of trainees in organization

  • Current level of QuickBooks and accounting expertise

  • Group class or 1 on 1 training recommendation

  • Onsite or offsite training required

  • Hands on or lecture style training needed

Training assessment1

Training Assessment

Course Length

  • Full Day Seminars – 1 or 2 Day’s

  • Half Day Courses

  • Other - weekly, quarterly, semester series

    Considerations for Scheduling training -

  • Scheduling –Daytime or Evening Courses

  • Avoid holidays including school holidays and dates close to tax deadlines

    Time of Day

  • Daytime (make sure to provide lunch or breakfast)

  • Evening options

  • Weekend classes

    Training Rates

  • For 1 on 1 training offer blocks of time instead of hourly rates

  • For group classes, vary the pricing for onsite (per person) versus offsite training (daily pricing)

Quickbooks support services

QuickBooks Support Services

Remote Client Support

  • Telephone Support

  • Email Exchanges

  • QuickBooks Remote Access

    • Journal Entries and Adjustments

    • Shared Bookkeeping Responsibilities

    • Small Training Objectives

    • Small Troubleshooting Objectives

    • Report Customization

Training resources available to quickbooks proadvisors

Training Resources Available to QuickBooks ProAdvisors

Acquiring necessary skills knowledge

Acquiring Necessary Skills & Knowledge

E-learning Modules

  • Basic and Advanced (soon to be Expert and Payroll)

    Intuit Education Program

    QuickBooks In the Classroom (Instructor Book and Student Guide)

  • 15 Lessons with data files

    Discovery Tours

  • Accounting Conferences and trade shows

    Third Party TextBooks

  • CCI, Pearson Publishing

Guidelines for establishing quickbooks engagements and proposals

Guidelines for Establishing QuickBooks Engagements and Proposals

Pre engagement strategies

Pre-Engagement Strategies

Engagement Letters and Proposals

  • Avoid any misunderstandings and protect yourself

  • Have one of the following written agreements for every consulting service you perform:

    • Engagement Letter -- fairly simple and narrow in scope

    • Proposal -- a more detailed engagement letter

Pre engagement strategies1

Pre-Engagement Strategies

Engagement Letters are appropriate for:

  • QuickBooks Data File Setup of Easy Start, Pro, Premier, or Enterprise Solutions

  • QuickBooks Data File Analysis

  • Annual or Monthly QuickBooks Support Plans

  • QuickBooks Training

    Proposals are suitable for:

  • QuickBooks Data File Setup of Enterprise Solutions

  • Integration of QuickBooks with Third-Party SoftwareSolutions (Inventory Control, Time & Billing)

  • Extensive Repair of the Client’s Existing QuickBooks Data File

Engagement letter

Engagement Letter

The Engagement Letter confirms:

  • Terms & objectives of engagement

  • Nature & limitations of the services provided

  • Financial information

  • Setup & installation of QuickBooks software

  • Fees for service

  • Onsite training & remote support

  • Licensing, permissions & third party disclosures

  • Agreements and signatures

Engagement Letter



  • Overview of Service

  • QuickBooks Assistance

  • 3rd Party Software if applicable

  • Crossover Services

  • Estimate of Software & Implementation Costs

  • Remote Support Overview

  • Disclaimers, Privacy & Legal Information

  • Authorization


Remote engagement strategies

Remote Engagement Strategies

  • Special Strategies for Specific QuickBooks Consulting Engagements

  • Clients will call you with QuickBooks questions

  • It is not a matter of “if” but “when”

  • Establish the value proposition for telephone (remote) support before the client’s first call

  • Include remote support time in each engagement helps establish the value proposition

Pricing and promoting quickbooks support services

Pricing and PromotingQuickBooks Support Services

Pricing quickbooks services

Pricing QuickBooks Services

  • 1 on 1 Hourly training rates range from $60 hour to $150 hour

  • QuickBooks Group Training Class Rates range from $129 to $375 for a 1 day class, depending on what is included

  • Use fixed fees instead of a hourly rate if you think you can be profitable

  • Include one hour of telephone support with initial engagement or Group training class

Remote engagement strategies1

Remote Engagement Strategies

Ways to bill for ongoing remote support

  • Pre-paid blocks of time

  • Monthly support plans

    Differentiate Billing for Remote Services vs. Onsite Services

  • Pre-Paid Blocks of Time

    • Remote Support (4, 6 or 10 Hours)

    • Onsite Support (4, 8 or 16 Hours)

  • Benefit from the time value of money

  • Businesses use 60-70% of the support pre-purchased

  • Thank you

    Thank You

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