Why Your Client's Plan Determines Your Advisory Conversation

Learn 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. From the course “QuickBooks Online for Accountants Module 9: Advisory Conversations for the Evolving Platform” (1.5 CPE credits, Accounting, Intermediate): https://www.cpetoday.com/course/qbo-online-for-accountants-module-9-advisory-conversations-for-the-evolving-platform-26c01486 Taught by CPE Today. More from CPE Today: https://www.cpetoday.com/instructor/cpe-today Taught by Atiba Lewis. CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #QuickBooksOnline #AccountantAdvisory #CPE