MB Raimondi

MB (Mary Beth) Raimondi, CPA, CITP, MS Taxation, is an Advanced QuickBooks Certified ProAdvisor in both QuickBooks Desktop and QuickBooks Online. She has been teaching QuickBooks nationally to both end users and accountants/consultants since 1999. The focus of her practice in CT is mainly QuickBooks consulting and training, specializing in strategizing, researching, and installing 3rd party add-ons and conversions to QuickBooks from other accounting software. She was named the Top QuickBooks Online ProAdvisor, 2015, by Insightful Accountant, and was in the Top 100 ProAdvisors for 2014-2016.

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How to Determine Which Apps Your Clients Need

Get tips and advice from practice expert MB Raimondi on how to find the right QuickBooks Online app for your clients. Learn how to complete a needs assessment with your client to determine what problems you are looking to solve.