Educational Webinars

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April 7 @ 2:00 p.m. ET: In this webinar, John Torvi will review past war stories and cautionary tales in the accounting profession and ways to avoid repeating the mistakes of others; Attorneys Cynthia Butera and Peter Larkin will be joining. Read more

Educational Webinars

May 6 @ 2:00 p.m. ET: This webinar will explain workers' comp insurance by providing a demonstration of how to sign up through the QBO accounting platform, how to find the best pricing on workers' comp for your client, how to switch & more. Read more

Educational Webinars

April 21 @ 12 p.m. ET: Progress being made in tech have allowed CPAs to refocus their time from traditional bookkeeping to higher-level advisory. During our webinar, we’ll be focusing on how to advise your clients on overall business strategy & more. Read more

Educational Webinars

April 21 @ 2:00 p.m. ET: During this webinar you will learn how a productive streamlined process can function utilizing an automated accounts payable solution. Transform this process by creating a system which includes a collaborative workflow. Read more

Educational Webinars

April 22 @ 12:00 p.m. ET: In this tutorial from Alicia Katz Pollock on QuickBooks® Online Banking, we’ll show you how to add a bank account to QuickBooks, import and match transactions, categorize your expenses, attach receipts and more! Read more

Educational Webinars

April 23 @ 2 p.m. ET: As services & tech evolve, so should your practice. In this session we will cover the various aspects of practice management, tools for client collaboration & strategies to create an efficient client experience. Read more

Educational Webinars

April 28 @ 12:00 p.m. ET: In this webinar, presented by Jennie Moore in collaboration with Practice Ignition discover how to wow your client in the first 90 days, set up connected applications to trigger necessary steps of client onboarding and more. Read more

Educational Webinars

April 29 @ 4 p.m. ET: Payroll that’s simple enough for your smallest clients, and robust enough to serve clients with hundreds of employees or special requirements (like restaurants, farms, clergy, and nonprofits). Learn all about OnPay. Read more

Educational Webinars

May 19 @ 12:00 p.m. ET: During this webinar, we'll share solutions for lack of insight info performance metrics, data syncing, preventing double entry, time and expense tracking, secure data storage and more. Read more

Educational Webinars

May 19 @ 2:00 p.m. ET: Join this session with Martin Zych & Blake Oliver to learn how you can leverage the latest and greatest technology to level up your advisory services, whether you're a bookkeeper, accountant, controller, or CFO. Read more

Educational Webinars

May 26 @ 2:00 p.m. ET: In this webinar w/ Blake Oliver & Ryan McDonald you'll learn how you can build sophisticated financial models in Jirav, ways you can add new advisory services to your firm using financial modeling, best practices and more. Read more

Educational Webinars

May 27 @ 2 p.m. ET: Having scaled a CAS practice from zero to 40 employees over an 8-year period, we learned many things. In this webinar with Calvin Wilder, we focus on managing quality of service as you launch and scale your CAS practice. Read more

Educational Webinars

June 2 @ 2:00 p.m. ET: Attendees will be taken through a detailed overview showing how Timesheets.com provides a sophisticated platform to track billable time. Including key elements in time tracking for QBO and QB Desktop. Presented by Joel Slatis. Read more

Educational Webinars

June 3 @ 2 p.m. ET: In this webinar w/ Liz Scott, you'll learn how to grow your practice by offering payroll services and how selecting the best workflow and technology solution will ensure you are lucrative while building your payroll department. Read more

Educational Webinars

June 18 @ 2 p.m. ET: Payroll that’s simple enough for your smallest clients, and robust enough to serve clients with hundreds of employees or special requirements (like restaurants, farms, clergy, and nonprofits). Learn all about OnPay. Read more

Educational Webinars

July 29 @ 2:00 p.m.ET: In this webinar you'll learn about key workflow considerations for QB and Receipt Bank, supplier rules working in conjunction with QBO Bank Rules, recommended suppliers for fetch & auto-publish, automated expense reports & more Read more

Educational Webinars

Aug. 12 @ 12:00 p.m. ET: In this webinar from Alicia Katz Pollock, keep your expenses organized by learning correct workflows with Vendors in QuickBooks Online. We’ll cover Bills, Checks, Credit Card Expenses, Purchase Orders, and Vendor Credits. Read more

Educational Webinars