Live Replay WebinarIntermediate level

QuickBooks Online for Accountants Module 9: Advisory Conversations for the Evolving Platform

From compliance expert to platform advisor: the conversations that grow your practice.

CPE Credits1.5

Field of Study Accounting

Instructor Atiba Lewis

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This course is 1.5 credits, paid from your credit balance at checkout.

The 10-Credit Pass ($275.00) pays for it and leaves you 8.5 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

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1:36 Five Core Takeaways: How to Position QB Online to ClientsLearn what really drives QuickBooks Online success—from subscription levels and AI capabilities to the role of professional review and specialized compliance expertise. This clip breaks down the five critical insights accountants need to advise clients effectively on the evolving platform. Watch to see where your real competitive advantage lies.

1:23 Why Your Client's Plan Determines Your Advisory ConversationLearn how to have smarter client conversations about QuickBooks features by first understanding their current plan. QuickBooks Online's AI tools, KPI widgets, and other advanced features are tied to specific plan levels—and knowing this shapes everything you recommend. Watch how advisors can use plan requirements to guide upgrade decisions and set realistic expectations about feature availability.

3:16 Five Warning Signs Your Client's QuickBooks File Needs a Deeper DiagnosisWhen client reports don't add up, the problem rarely starts with the reports themselves. Learn the five critical red flags—from uncategorized bank feeds to closed period activity—that signal data quality issues in QuickBooks Online. Identifying these early transforms how you advise your clients. Watch to strengthen your diagnostic approach.

1:18 The Hidden Tool Stack Problem Most Owners Never CountIn this clip, discover a powerful advisory question that reveals a hidden inefficiency in your client's business. By asking clients to count the tools their team touches throughout the entire customer journey—from first inquiry to final payment—you'll uncover a surprising gap between their perception and reality. Most discover they're juggling 7-9 separate systems when they thought it was just 4 or 5. This single question becomes the catalyst for a transformative advisory conversation about streamlining operations and reducing complexity.

What's included

Every registration comes with the course materials — yours to keep.

Additional course files PDF

Course details

Recommended CPE credit: 1.5
Field of study: Accounting
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 26c01486

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Mar 31

QuickBooks Online for Accountants: AI Automation and the Modern Firm Conference · Feb 3 – Mar 31, 2027 · Online · this course runs Mar 31, 2027 · event offers up to 11.5 credits

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Common questions

I'm a compliance-focused accountant right now—is this course going to push me to abandon tax work and only do advisory?

No. This course builds on your compliance foundation rather than replacing it. The framework shows how stronger controls, workflow design, and reporting interpretation actually make your compliance work more valuable to clients. You're expanding your role to include advisory conversations, not leaving behind the accurate financial statements, payroll, and tax filings that clients depend on you for.

Do I need to have completed all the previous QuickBooks Online modules before I take this one?

The course is designed as a capstone that builds on modules 1 through 8, so that foundation is strongly recommended. That said, each module stands on its own. If you've worked with QuickBooks Online in practice, you may be able to follow the advisory frameworks even if you haven't taken every earlier session. The three structured conversations—consolidation, AI readiness, and data quality—are the core skills regardless of your starting point.

Our firm uses the basic QuickBooks Online plan for our clients. Can we still do advisory work, or do we need them all on Advanced?

You can do advisory work on any plan. The framework adapts to what the client actually subscribes to. The instructor shows explicitly which features live on Plus versus Advanced, and demonstrates that you price the service around what the client needs—not around forcing them to upgrade tiers. In the scenario walk-through, an HVAC company on Plus still absorbs several workflows; it's about fit-gap analysis, not tier-level selling.

How much of this course is hands-on practice versus theory about how to talk to clients?

The course is structured around three real client scenarios you work through (consolidation, AI readiness, and a messy data file), each with specific diagnostic questions and documented decision trees. You'll see the instructor walk through the Performance Centre and Finance Agent in product, show the chart of accounts cleanup tools, and walk the sales tax AI pre-file check. The frameworks—the fit-gap test, the six-step data quality sequence, the ten-factor pricing worksheet—are all tools you can apply immediately to your own client work.

I'm in Quebec. The instructor talks a lot about Canadian compliance, but is the sales tax and payroll content specific enough for my province?

Yes. The instructor explicitly flags Quebec sales tax complexity as different from other provinces and notes it in the pricing worksheet. Module 8 (which this course references) covers GST, HST, and Quebec-specific workflows. However, the course reinforces that you need market-specific knowledge beyond generic QuickBooks training—so your role is to verify what the platform actually does in Quebec before recommending it to a client, which is the whole point of the fit-gap review.