This course will provide guidance and recommendations pertaining to providing attest and non-attest 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.


Participants will be able to:

  • 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


  • 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

Who Will Benefit

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.


Category Amount
Accounting 4.00


  • Rebecca M. Lee

    Rebecca Lee, CPA, is a discussion leader for LOSCALZO ASSOCIATES LTD. She was a principal organizer of Brooke, Freeman & Lee, Birmingham, Alabama, in 1982. As the Firm’s audit partner, she is responsible for the Firm’s audit practice and serves as a quality control reviewer for other firms. She has served on numerous AICPA and state society committees including the AICPA Management Consulting Service Professional Practice Subcommittee and Small Business Consulting Practices Subcommittee and is a past member of the Institute’s MAS Executive Committee and Personal Financial Planning Executive Committee. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. She currently serves as Chairman of the South Carolina Association of CPAs’ Continuing Professional Education Committee. She holds a BS degree in Accounting from Jacksonville State University, Jacksonville, Alabama, along with a Masters Degree in Accounting from Birmingham Southern College, Birmingham, Alabama. Ms. Lee is a discussion leader for all staff level audit training programs as well as, other accounting and auditing technical courses. She is a frequent speaker at CPA conferences, and has lectured extensively in the area of management advisory services at professional meetings and seminars for state societies and the American Institute of CPAs. Ms. Lee has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs and the AICPA.

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