QuickBooks Tips & Techniques [AQB]

Jun 1, 2016
Time: 12:15 pm-3:45 pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

Tommy Stephens    more info

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software.  Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.  Over the past nineteen years, Mr. Stephens has presented in excess of 1,900 educational sessions to over 58,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle -- his wife of thirty years -- have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

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Website registration for this course closes on May 25, 2016. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

QuickBooks Tips & Techniques (AQB)

June 1, 2016 / Afternoon Session

Sheraton Anchorage Hotel & Spa Kuskokwim Ballroom
401 East 6th Avenue
Anchorage, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.

With approximately 4 million small businesses now running QuickBooks and another 1.5 million running QuickBooks Online (QBO), accounting professionals associated with small businesses must become more familiar than ever with the best features available in QuickBooks Pro, Premier, Enterprise Solutions, and QuickBooks Online. Failing to do so leaves tremendous amounts of productivity on the table and likely results in implementing too many time-consuming and error-prone manual processes.

Major Topics:
Participate in this session to learn about some of the best features QuickBooks has to offer to improve your productivity. Inventory management features, audit trails, importing and exporting data, bank feeds, and linking data from QuickBooks into Excel are just a few of the topics covered in this fast-paced program. Additionally, you will learn best practices for creating financial statements and cleaning up a set of books maintained in QuickBooks. If you are not using QuickBooks/QBO to its fullest or are a bit curious about the advanced features available, then you should make plans to participate in this session to learn more about what QuickBooks can do for small businesses.

Learning Objectives:
Manage inventory effectively, including choosing between costing options;
Import and export data to/from QuickBooks/QBO;
Implement features in QuickBooks to enhance internal controls;
Utilize the Client Data Review feature to clean up a set of books;
Implement bank feeds to streamline recording and reconciling transactions;
Create ODBC connections to link accounting data into Excel for reporting and analysis; and
Customize QuickBooks/QBO-based reports and set-up automatic report distribution schedules.

Designed For: Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks

CPE Credits: 4, Accounting - Specialized Knowledge and Applications

Level of Knowledge: Intermediate

Prerequisite: Fundamental knowledge of QuickBooks

Acronym: AQB

Discussion Leader: Thomas G. Stephens, Jr., CPA.CITP, CGMA