Educational Webinars
Big Issues in 2021 – Identifying Risk is the First Step to Avoidance
Online
In this webinar we'll discuss the risk areas and emerging risk areas including the legal landscape surrounding SPACs, third-party lenders, identified tax schemes, cyber security issues and address risk management issues that accountants should know. Read more
Get ‘Wowed’ By Excel (for FREE)!
Online
Sept. 30 @ 2 p.m. ET: There are hundreds of features, formulas, and navigation tools available in Excel that most people have never even seen! Join us for this webinar and find out how to do hours of work in literally just five seconds! Read more
Future-Proof Your Firm: The Top 5 Things to Consider for your CPA Firm to Keep a Competitive Advantage
Online
Oct. 12 @ 2 p.m. ET: Most accountants love numbers and mapping data. You advise clients on a financial, tax and organizational level. But do you look at the numbers and data within your practice? Read more
Method:CRM - Product Demo and Partner Program
Online
See Method:CRM in action to find out how it seamlessly integrates with QuickBooks. During this demo, we’ll demonstrate features like: Automated lead collection, contact management, estimates and invoices creation and much more. Read more
2022 Technology Roadmap Workshop
Online
During busy season, you probably uncovered hurdles and inefficiencies slowing down your team. During this engaging workshop, you'll discover how to increase capacity and efficiency, modernizing and automating your firm for the upcoming busy season. Read more
The 4 Step Framework to ADVANCE Your Excel Level within 30 DAYS!
Online
Check out this on-demand masterclass where you'll learn the top 3 mistakes that everybody makes when using Excel and why they are STOPPING you from ADVANCING your Excel level! Read more
Steps to Achieving Growth-Driven Accounts Payable Functionality
Online
Nov. 2 @ 2 p.m. ET: This webinar examines ways to enhance accounts payable by leveraging Tipalti. Automating your accounts payable system will make your business more productive, saving valuable time and resources. As well as reducing financial risk. Read more
Xero for Client Accounting Services
Online
Nov. 4 @ 2 p.m. ET: During this webinar participants will receive a high-level overview of why they should consider offering client accounting services. They will also learn about the typical CAS workflows to maximize efficiency. Read more
Intro to Google Sheets for QuickBooks Online featuring G-Accon
Online
Direct-connectivity to Google Sheets is limited from QuickBooks Online unless you are using QBO-Advanced. G-Accon lets users connect and sync Google Sheets with any version of QuickBooks Online bidirectionally. Learn more in this webinar on Nov. 16. Read more
