More Speakers Announced for QuickBooks® Connect Conference

Practice Management, Training QuickBooks Connect

Have you registered for QuickBooks® Connect 2016? While there are many reasons to attend this year’s conference, here are the reasons that you as a tax practitioner may want to attend:

Tax-Focused Breakout Sessions

How to Build a Tax Practice 101

Oct. 24, 2016, 3:30-4:25 p.m.

Presenter: Tom Williams, founder, Your Small Biz Accountant, LLC

Tom Williams

Interested in building a tax practice? Building your own practice can be a highly rewarding way to be your own boss, but knowing how to get started can be confusing particularly for those who are new to the tax industry. The session will enable you to: Determine the initial and necessary steps to build your own practice (IRS application process, obtaining an EFIN number, and more). Find the right tax software, technology applications, and work processes to ensure you are set up for success and streamline your tax preparation process, determine how to price your services and find customers to ensure success in your first year of practice.

Help! I Have a QBO file and Need to Do the Client Tax Return. Now What?

Oct. 25, 2016, 7:30-8:30 a.m.

Presenter: Jorge Olavarrieta, director of product management, Intuit ProConnect


With the incredible growth of QuickBooks Online, more and more tax practitioners will be presented with QBO files in tax year 2016. At the same time, more ProAdvisors® are adopting Intuit ProConnect Tax Online to help streamline the flow from client to QBO to Tax, using features available to all U.S. ProAdvisors. This session will enable you to shave hours off your data collection and entry processes by utilizing QuickBooks Online Accountant Trial Balance to tie your balances out at year end, efficiently importing the client data right into the tax return, using Books-To-Tax functionality, and whizzing through the tax return using ProConnect Tax Online.

How to Deliver Value to the Growing Self-Employed Workforce

Oct. 25, 2016, 10:50-11:50 a.m.

Presenter: Mariette Martinez, owner, Mariette Martinez, EA

The number of self-employed workers is growing. By 2020, it is estimated that more than 40 percent of the American workforce, or 60 million people, will be independent workers – freelancers, contractors and temporary employees. These are small businesses that need the help of an accountant and tax professional to help them get going and get growing. This session will enable you to:

  • Understand the complexities they face such as the need to self-manage annual and quarterly taxes, healthcare, compliance regulations and other things that are typically handled by employers.
  • Assess the opportunities for you to serve their unique needs to help them succeed.
  • Identify avenues to find them and engage them as clients.

How to Make Your Tax Practice a Firm of the Future

Oct. 25, 2016, 1:15-2:15 p.m.

Presenter: Bryce Forney, principal, Forney Accountancy

Bryce Forney

Intuit helps tax and accounting professionals navigate current disruptive changes and trends to work more efficiently, better collaborate, connect with their clients and achieve long-term success. By attending this session, you will:

  • Understand the headwinds and tailwinds that are shaping the tax industry and the future work that tax and accounting professionals will do.
  • See how technology is changing the way people work and live, and how data can be leveraged to provide insights to help clients succeed.
  • Identify the necessary steps to adopt new technologies into your existing workflow so that you can become a firm of the future.

In addition to these breakout sessions – and many other accountant-focused sessions – MainStage speakers include Malcolm Gladwell, Shaquille O’Neal, Tony Hawk, Jillian Michaels, as well as Intuit’s own Brad Smith. For more information, visit QuickBooks Connect 2016 and register today!

QuickBooks Connect