Professional Services Using Quickbooks (4 hours - morning) – Webcast

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Jun 14, 2021

Registration: 7:30 AM / Program: 8:00 AM - 11:45 AM Pacific Time


Member Fee: $189.00
Nonmember Fee: $239.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -94.00


This course will provide guidance and recommendations pertaining to providing attest and nonattest services to clients who are using QuickBooks, to help ensure effective and efficient client services while complying with performance standards (in attest), due professional care, and safeguarding confidential and cyber information.

Designed For

Practitioners providing client services that interact with QuickBooks, including write-up accounting and tax accounting services; assisting with maintaining financial or tax general ledger, payroll, and other trust-fund tax services; QuickBooks trouble-shooting; and assisting with or preparing information for financial statement reporting (audit, review, or compilation), preparation services, or business advisory services pertaining to financial results.


  • Identify strategies to ensure compliance with objectivity and independence (when required by attest engagement) while working with client QuickBooks
  • Implement accounting assist and support services to add value to client services while preserving integrity of ethical conceptual framework (the dangers of management participation)
  • Implement controls and procedures to ensure confidentiality of client information and mitigate risks of cybersecurity issues when working with either desktop or remote online versions of QuickBooks

Major Subjects

  • Best practice recommendations to ensure QuickBooks accounting support services do not impede financial reporting engagements
  • How to effectively provide the new preparation services with QuickBooks
  • Valuable nonattest practice services to provide using QuickBooks
  • How to best use QuickBooks online (QBO) and still maintain security of information and data
  • How to provide audit and/or review financial statements when also providing the client nonattest QuickBooks accounting support services
  • How to ensure compliance with the AICPA Code of Conduct conceptual framework for objectivity and integrity, and for independence (when required) in client services involving QuickBooks

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email


James Newhard

James (Jim) J. Newhard is a discussion leader of continuing professional education (CPE), teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education.

Jim is a sole practitioner, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- to medium-sized businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peered review practice (quality review certification) and consults for and assists small CPA firms/practitioners in “Pre” (preparing for) and “Post” (evaluation and remediation) Peer Review matters for financial statement and SSAE attest engagements, and assists as a Quality Review service for pre-issuance reviews.

Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees.