Each course includes a valuable step-by-step training guide

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1 Bringing Education to Your Organization s Events Intuit offers a vast array of educational offerings for accounting professionals. Our trainers are our top QuickBooks ProAdvisors who use our software and services every day. Each course includes a valuable step-by-step training guide that each participant can download, providing your members with a resource they can use long after the course has ended. material samples are available for review upon request. These courses are designed for audiences primarily comprised of accounting professionals. Lead time for speaker requests is six weeks. To request the booking of an instructor for an event or conference, please complete the form at Please direct any questions to Jasen Stine, Program Manager, Intuit Accountant Training & Relations, at or Jasen_Stine@intuit.com. s for Intuit Academy are available for state or national trade shows and events that target an audience of accounting professionals. All courses are -eligible, but Intuit asks that the be administered by the host organization. The Intuit Academy versions of our courses are intended for live or web-based delivery. QuickBooks Products and Services Education 2009 What s New from Intuit for Accounting Professionals (half-day course) QuickBooks Premier Accountant 2009 helps accountants work smarter, not harder! QuickBooks 2009 is designed to make your work easier, faster and more accurate. Your suggestions inspired new features and big improvements. Discover in this course how QuickBooks 2009 can help you work more efficiently with your client s data and enable them to get more from QuickBooks. Intuit QuickBooks Premier Accountant 2009: New Features and Functionality Given the popularity of QuickBooks in the marketplace, there is a strong chance that a majority of your small business clients use QuickBooks. In this course you will learn about the new features of QuickBooks Premier Accountant 2009 to give your QuickBooks support services a cutting edge and to set yourself apart from your competition. QuickBooks Premier Accountant 2009: The Right Solution for Accounting Professionals As accountants, demands upon our industry are increasing. The accuracy of our clients records is becoming more and more critical as businesses need to make informed decisions on a daily basis. We must be prepared to assist our clients by analyzing their financial data in an efficient way. This course will help you better understand why QuickBooks Premier Accountant Edition is the version of QuickBooks you, as an accounting professional, should have in your tool box. In this course you will learn about the special features (some were existing and some are new in QuickBooks: Premier Accountant Edition 2009) and how they will help you achieve your responsibilities as a professional - to streamline the procedures you perform for your clients, to customize QuickBooks to meet your client s unique reporting needs, and to maximize the use of QuickBooks in your accounting practice. 4 hours (200 min.)

2 Improve Profitability at Year-end Utilizing Intuit's Client Data Review Do you find yourself with little capacity to take on additional clients during busy season? Would you like to add additional revenue streams by offering quarterly reviews for clients? Discover the power of Client Data Review integrated as part of Intuit QuickBooks Premier Accountant Reduce time cleaning up client data files at year end and in preparation for year end tax work. This helps improve your profitability and efficiency. Making the Most of Intuit Statement Writer In QuickBooks 2009 Intuit evolves Financial Statement Designer into Intuit Statement Writer a much more robust application for you to use when presenting financial statements to your clients. This session is much more than a sneak peak of this exciting new utility. In the session we will cover the core functionality of this utility that allows you to present financial statements in compliance with GAAP. The session also focuses on the use of Intuit Statement Writer by QuickBooks users so they can enhance management reports. Payroll for Today's Accountant As your practice grows, clients will increasingly rely on you for advice. In today s competitive environment, it s important now more than ever to make sure you understand your client s varying needs and are able to recommend the best solutions for them. Improvements to Intuit s Online Payroll Service has made it ready for the prime time: attend to get an early look at this new offering and what it has to offer your clients. You will also learn about Assisted Payroll how it works and why your peers recommend it over competitive offerings. QuickBooks Point of Sale V8.0 Bigger, Better, Easier In this course you ll be introduced to the new POS product line up for 2009, learn about specific new features and improvements in the software, and gain an understanding of what these enhancements mean to your retail customers. Understanding and Supporting QuickBooks Point of Sale v8 In this course you will learn about: How POS Version 8.0 can help your retail clients manage their businesses more effectively, the features available in all three levels of software, key POS workflows, hardware requirements and implementation strategies. Common QuickBooks Mistakes Clients Make and How to Fix Them This course is designed to guide you through the most common QuickBooks errors clients make or situations they may not handle incorrectly and show you the related fixes. After participating in this training, you will be better equipped to quickly and easily identify these issues and understand the alternatives to effectively and efficiently correct them. QuickBooks in Your Own Office Part A Focuses on the use of QuickBooks in the accounting professional s own practice, including using the time & expense and QuickBooks letter features. These features help professionals increase efficiencies in their practices. Can be taught standalone or in conjunction with Part B. QuickBooks In Your Own Office Part B Focuses on the use of QuickBooks in the accounting professional s own practice, including using Financial Statement Designer, remote access, Accountant s Copy, standard chart of accounts with tax software integration, and more. These features help professionals increase efficiencies in their practices. Can be taught standalone or in conjunction with Part A.

3 QuickBooks at Year End Attendees receive checklists to help with year-end operations and preparation for tax filing. Understand what QuickBooks data directly relates to financial statements and the tax return, learn when and how to make corrections to the QuickBooks data file, and ascertain how behind-the-scenes processing of QuickBooks data is done and what effect that has on various financial statements. This course is best complemented with Improving Profitability at Year End with Intuit s Client Data Review, as the new Client Data Review tool automates many of the concepts taught in this course. Top Ten QuickBooks Tips, Tricks & Techniques In this course you will learn power user tips and tricks to help you maximize your use of QuickBooks and better support your clients. You will learn ways to utilize the existing transactions and lists in QuickBooks to provide better data mining and reporting as well as a greater in-depth understanding of the job cost features and using them to their fullest. QuickBooks Premier Accountant Edition 2008: The s In this course you will learn how to use QuickBooks: Premier Accountant Edition to streamline the year-end procedures you perform for your clients, to customize QuickBooks to meet your client s unique reporting needs, and to maximize the use of QuickBooks in your accounting practice. This course was written on the 08 QuickBooks program, however the concepts are still applicable for QuickBooks Premier Accountant Edition Beyond the s Take your knowledge to the next level by understanding the QuickBooks functionality of adjusting journal entries and the working trial balance, creating custom reports, troubleshooting opening balance problems, and more.

4 Lacerte Tax Education Lacerte Tax Year 2008 Annual Update This course is designed to help make sure that you re ready for tax season using the new version of Lacerte. Each year, the program includes new enhancements, new functionality, and significant tax law updates. Attending the annual update ensures that you understand all the changes and get up-to-date quickly. Lacerte E-File Solutions For Lacerte Tax users who understand the basic functionality of the Lacerte 1040 program and plan to e-file returns, this course provides a detailed explanation of the entire end-to-end e-file process, including 1040 tax returns and extensions. This course was written on the 2007 tax program, however the concepts are still applicable for Lacerte: Data Entry Tips, Tricks, and Shortcuts For users who understand the basic functionality of the Lacerte 1040 program, you will learn several tips and shortcuts for saving data entry time, thus streamlining the tax prep process. You will learn ways to use the client display to view pertinent information, shortcut keys, time-saving tips, and other features designed to increase efficiency in the data entry process, and features you can use to perform on-screen reviews and help you collaborate in the review process. This course was written on the 2007 tax program, however the concepts are still applicable for Lacerte: Program Administration Essentials After viewing this recorded webinar, you'll be able to configure and manage the program for optimal use. You will gain valuable information on customization and effective set up of options, as well as an overview of administrative program features. This course was written on the 2007 tax program, however the concepts are still applicable for The Less Paper Solution - Document Management System for Intuit Tax Programs For DMS users or those considering DMS, you will come away understanding how you can use the scanning, storage, and retrieval features to become more efficient and reclaim valuable office space. The course is designed for you to explore the technology and processes that make the paperless office a time- and money-saving reality. Topics include setting up the program and establishing your file structure, learning the ins and outs of scanning documents, and understanding electronic document storage and how it relates to paper storage. You will see the power of instant document retrieval and the ability to print, , or fax directly from DMS. How to Integrate Accounting Data with Lacerte: Introducing Lacerte Trial Balance For Lacerte Tax users looking to save time year over year working with accounting workpapers, this session introduces the Lacerte Trial Balance Utility and shows you how to streamline the data import process, make any necessary journal entries, and use SmartMap to automate tax line assignments. You will learn how to import trial balances from QuickBooks, EasyACCT, or Excel; use the Trial Balance Utility to create a chart of accounts and enter detail; make adjusting journal entries; and print professional reports. This course was written on the 2007 tax program, however the concepts are still applicable for Lacerte: Multi-State Return Essentials And More Learn how to prepare multi-state returns in Lacerte, including: adding a state, assigning and sourcing states for specific amounts, and navigating the input screens used to enter state information. Also covers additional regional issues you may encounter. This course was written on the 2007 tax program, however the concepts are still applicable for 2008.

5 Complex Dispositions: Bulk Sales and Like-Kind in Lacerte Tax Software Understand the tax ramifications of two types of dispositions: Like Kind Exchanges and Bulk Sales. Our subject matter experts will explain the complexities of each and help you enter the correct data to achieve optimal results. This course was written on the 2007 tax program, however the concepts are still applicable for Nightmares: Advanced Tax Scenarios Gain a deeper understanding of how Lacerte Tax handles complicated tax situations including, NOLs, passive activities, at-risk limitations, and basis calculations. materials provide the information about complex tax scenarios and the input needed in the Lacerte program to get the desired results. This course was written on the 2007 tax program, however the concepts are still applicable for Practice Management/Growth Education Effective Marketing for Accounting Professionals The course is designed to cover the most effective marketing methods for accounting professionals and how to utilize them to reach your target market and grow your practice as a Accounting Professional. Preparing for QuickBooks ProAdvisor Certification Want to be recognized as an expert to both your clients and prospects? Get a jump start on becoming a Certified QuickBooks ProAdvisor. Learn how certification can help you grow your business and improve your skills. This course is designed for accounting professionals, bookkeepers or others who are interested in becoming a Certified QuickBooks ProAdvisor. You will understand what certification is, why it is important to your practice and how it can benefit you and your clients. Learn how to efficiently and effectively prepare for the certification test. This course also includes tips for how to study and best practices from others that have already been through it. Plus, some of the more difficult concepts will be discussed and covered in the course. Internal Controls for Small Businesses to Help Reduce the Risk of Fraud Focuses on internal controls, policies and procedures that can help reduce the risk of fraud, the challenges small businesses face, and how the accountant can help. Also covers how to implement controls found in QuickBooks. Get Paid Faster: Integrating Merchant Service with QuickBooks Increase your profitability by learning how to integrate Intuit QuickBooks Merchant Service with your QuickBooks company file. The seamless integration with QuickBooks allows you to get paid faster by your customers, save time entering deposit transactions and reconciling processed transaction with QuickBooks. You will learn how easy it is to get started and use Intuit QuickBooks Merchant Service; as well as, be introduced to the Check Processing Services you have been asking for! Grow and Balance Your Practice by Adding New, Non Tax, Filing Services While tax and financial consulting are the bread and butter of most practices, many practitioners recognize a need to add additional services that are not tied to the tax season. Non-tax online filing is a $500 million market segment this course will highlight the needs that small businesses have in this area, as well as provide in-depth knowledge about this topic, and the resources that Intuit provides professionals who seek to advise their clients in this fast growing area.