Choose the course that fits your classroom
Client communication
Advisory
Communicating to Build Trust
Turn the books into advisory conversations — the client-communication skills firms expect from Advisory professionals.
Financial analysis
Advisory
Analyzing & Interpreting Financial Reports
Read and interpret the P&L, balance sheet, cash flow, and AR/AP aging — how they connect, plus KPI and ratio analysis.
AI literacy
Part 1: Concepts
AI for Accounting (Part 1: Concepts)
Foundational AI concepts: generative vs. agentic AI, data security, myths, and how AI is changing the profession.
Each course counts toward the Intuit for Education CAS Foundations Badge. No prerequisites — teach one, or all three, in any order.
Same curriculum, two ways to teach it
Same credential either way — students earn the Intuit for Education CAS Foundations Badge whichever format you choose.
Guided
Teach it live in your classroom with ready-to-teach materials.
Self-paced
Assign it as async work at students' own pace.
What students learn in each course
Advisory skills
Guided + self-paced
Communicating to Build Trust
Turn the books into advisory conversations — translating financial data into plain-language guidance a client trusts.
What students learn
Students practice framing findings, setting expectations, and running the client-facing conversations firms expect from Advisory professionals — so a technically correct answer lands as useful advice.
Skills covered
- Client communication & advisory conversation structure
- Translating financials into plain-language guidance
- Trust-building & expectation-setting
- Presenting recommendations with confidence
Advisory skills
Guided + self-paced
Analyzing & Interpreting Financial Reports
Read and interpret the key financial reports — and, crucially, how they connect.
What students learn
The course builds up to KPI and ratio analysis so students can move from reading a report to explaining what it means for the business. QuickBooks-first students get more from this course — they already know the reports in QuickBooks Online.
Skills covered
- Financial statement analysis (P&L, balance sheet, cash flow)
- AR/AP aging interpretation
- How the statements connect
- KPI & ratio analysis
AI literacy
Part 1: Concepts
AI for Accounting (Part 1: Concepts)
Foundational AI concepts every accounting professional now needs — this is a concepts course, not hands-on agent work.
This is a concepts course — hands-on agent work is Part 2, covered in QuickBooks Level 1 certification prep.
What students learn
The difference between generative and agentic AI, data-security fundamentals, common myths, and how AI is reshaping the profession. It builds AI literacy, not hands-on agent work — that is Part 2, in QuickBooks Level 1 certification prep.
Skills covered
- AI literacy for accounting
- Generative vs. agentic AI
- Data-security fundamentals
- How AI is changing the profession
QUICKBOOKS × CAS
Two tracks, one pipeline
QuickBooks builds software and bookkeeping skills; CAS builds advisory skills. They're separate tracks with no prerequisites in either direction — teach QuickBooks only, Advisory only, or both. Students who complete both are best positioned for internships and employment.
QuickBooks track
Software & bookkeeping skills
Anchored to the QuickBooks Level 1 Certification — technical proficiency in day-to-day bookkeeping.
CAS track
Advisory skills
Anchored to the CAS Foundations Badge — the advisory, communication, and AI skills firms hire for.
A natural sequence — QuickBooks first, then CAS — works well, but neither is required before the other.
Get your students credentials firms recognize
★ Advanced advisory specialization ★
Completing the three CAS courses earns the Intuit for Education Client Advisory Services (CAS) Foundations Badge — the advisory credential that complements QuickBooks certification. Teach the prep in class or assign it as homework.
Curriculum FAQs
Yes. The full curriculum — all three courses, teacher and student guides, and both guided and self-paced formats — is free.
No. The three courses are standalone and unleveled, with no prerequisites in either direction. Teach one, or all three, in any order — and students don't need to complete QuickBooks first.
No. Advisory is a separate track, not a "Level 4." QuickBooks builds software and bookkeeping skills; CAS builds advisory skills. The two complement each other but stand on their own.
It's the same curriculum, two ways to teach it. Choose guided to teach live in your classroom with ready-to-teach materials, or self-paced to assign as async work at students' own pace. Students earn the same credential either way.
Completing the three Advisory courses earns the Intuit for Education Client Advisory Services (CAS) Foundations Badge — an advisory credential that complements the QuickBooks Level 1 Certification.
They don't have to, but they're better together: students who complete both are best positioned for firm internships and employment. A natural sequence — QuickBooks first, then CAS — works well, but neither is required before the other.
This page covers AI for Accounting Part 1 — foundational concepts like generative vs. agentic AI, data security, and how AI is changing the profession. Hands-on work with AI agents is Part 2, which lives in QuickBooks Level 1 certification prep.
It's co-developed with practicing accounting professionals — the advisors doing Advisory work today — so what students learn maps to what firms actually do.
Regularly, to stay matched to the live product and current firm practice.
