Topic

Evolve Your Firm: Streamline Practice Management in the Cloud

Time

Tuesday, January 13, 2026, 11:00 AM - 12:00 PM 

Eastern Time (US & Canada)

Description

Join us for the second of a series of three webinars where we will explore practice management strategies for Accounting firms within QuickBooks Online. Learn how to enhance team collaboration, optimize operations in the cloud, manage change effectively with the QBO Desktop app, and use Payroll & Time to track billable and non-billable hours. Discover how to evaluate client time demands, ensure fair compensation, and boost overall efficiency.

This session is eligible for 1 CPD credit.

Intended Audience

Accountants and Bookkeepers currently using QuickBooks Desktop and are interested in leveraging cloud technology to unlock greater efficiency, scalability, and value for their clients and practice.

Learning Goals

Reasons why transitioning to QuickBooks Online can help Accountants with efficiency, scalability, and value in their firms
Myth-busting: Addressing common misconceptions about QuickBooks Online
Key industry trends driving the move to cloud-based accounting solutions
The best timing to make the transition and how to plan for success.
Practical insights and resources to optimize the QuickBooks Online Accountant experience

Presenter

Alex Noort
Full Name
Alex Noort
Job Title
Professional Services Specialist, Intuit
Bio

Professional Services Specialist, Intuit

Alex Noort has cultivated their empathy-based mindset in a myriad of roles throughout Intuit since 2017. They have grown into the role of Senior Professional Services Consultant, guiding Accounting/Bookkeeping firms and Small Businesses across Canada in their journeys with QuickBooks Online. With a background in Psychology, Alex's goal is to imbue compassion to meet client's needs where they are, and provide customized strategies to deliver on their most fundamental objectives.

Moderators

Bhanu Malik
Full Name
Bhanu Malik
Job Title
PDSS
Company
Intuit
Bio

Bhanu Malik is a strategic Account Executive at Intuit, specializing in high-value business transformation. He leverages his extensive experience in key account management and business expansion to successfully transition firms from QuickBooks Desktop to QuickBooks Online. Bhanu drives growth by establishing strategic client relationships, providing comprehensive training, and onboarding support, and ensuring solution alignment with key business objectives.

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