CPE Course K2's Implementing Internal Controls in Quickbooks Environments

June 4, 2019

12:45pm — 4:30pm

Location Manchester

Member Price $129.50Register after May 14 and pay $139.50
Non-member Price $179.50Register after May 14 and pay $189.50

Curriculum Accounting & Audit

Field of Interest Auditing, Computer Training, Technology, Information Systems

Level Intermediate

Designed For

Accountants and other business professionals who want to improve internal controls in QuickBooks and QuickBooks Online environments

Objective

Upon completing this course, you should be able to:

  • Identify the importance of internal controls in QuickBooks environments
  • List four common types of internal controls and provide examples of each
  • Assess the relative strength or weakness of a QuickBooks-based organization’s internal control structure
  • Create and implement effective internal controls using tools and features found in various editions of QuickBooks

Highlights

The QuickBooks ecosystem of accounting tools remains the most widely-used set of accounting applications in use by small businesses, yet many of these organizations struggle because of inadequate internal controls. In this seminar, you will learn options for how you can improve internal controls in small businesses running QuickBooks Pro, Premier, Enterprise, or Online.
Through participating in this program, you will learn the importance of maintaining a strong system of internal controls in a small business environment, including businesses using QuickBooks accounting solutions. You will also learn about the four common types of internal controls and how to assess the relative condition of the internal control structure of a small business. With this background in place, the focus then shifts to discovering the opportunities to enhance internal controls in QuickBooks-based environments by using features found in the application. In addition, you will learn about supplemental internal control procedures for situations where effective controls cannot be established through QuickBooks. In sum, while many believe that QuickBooks-based organizations are destined for weak internal control structures, by participating in this program you will learn how QuickBooks-based businesses can benefit from a strong system of internal controls.

Instructors

Brian F. Tankersley CPA, CITP

Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Mr. Tankersley is a frequent speaker at continuing education courses on auditing and technology, and has taught the Becker Conviser CPA Review since January of 1997. He was an adjunct professor at Tennessee Wesleyan College during 1997 and 1998, teaching courses in advanced auditing. He currently teaches continuing education for both the American Institute of CPAs and K2 Enterprises.His areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in both public accounting and industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. His non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation.Brian is both a Certified Public Accountant and a Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee, Knoxville. Brian has served on numerous board of directors and in leadership roles for both his church and in professional organizations. He has served in a number of leadership roles for the Knoxville Chapter of the Tennessee Society of CPAs, and currently serves as its immediate past President. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. Mr. Tankersley has also served as an officer and director for numerous area community organizations.Brian, his wife Janette, and his three year old son make their home in Knoxville, Tennessee.close

Prerequisites

Fundamental knowledge of internal controls and QuickBooks solutions

Developer

K2 Enterprises

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