Educational Webinars

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Sept. 22 @ 12 p.m. ET: Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients. Extract data with market-leading accuracy, pull invoices easily & many other seamless features. Read more

Educational Webinars

Sept. 22 @ 2:00 p.m. ET: Learn what to expect with the addition of Hubdoc to Xero, and how to take advantage of the tools offered in this webinar presented by Sean Fisher and Joe Sullivan. Read more

Educational Webinars

Sept. 23 @ 2:00 p.m. ET: This webinar will review key considerations when deciding whether to accept clients in the cannabis industry and how to manage the risk of serving cannabis clients, some of the more important tax issues & more. Read more

Educational Webinars

Sept. 24 @ 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

Sept. 29 @ 12 p.m. ET: In ecommerce, there are different tax laws & payment methods to keep track of; adding a new sales channel also adds complexity to inventory and business analytics. Learn more about transitioning to ecommerce in this webinar. Read more

Educational Webinars

Oct. 1 @ 12:00 p.m. ET: This webinar will highlight the importance of new roles that accountants have developed to help their clients navigate these critical times, and insights on the technology to do it. Read more

Educational Webinars

Oct. 6 @ 12 p.m. ET: QBO has a new high-end version for businesses with complex needs. In this class we’ll review the differences between QBO Advanced and the other subscription levels & outline the exciting benefits that make it worth every penny. Read more

Educational Webinars

Oct. 14 @ 2 p.m. ET: During the webinar we'll take a look at how to automate data recording, see instant cash flow from multiple clients' payment/e-commerce systems & demonstrate the magic of reconciling clients' Stripe/PayPal/Shopify in QBO easily. Read more

Educational Webinars

Oct. 20 @ 2 p.m. ET: Let's dig into how to build an automated budgeting process that accomplishes your goals, doesn't take forever, and allows for your team to have input. We will address budgeting best practices, how it works in SMBs & more. Read more

Educational Webinars

Oct. 21 @ 12 p.m. ET: In this webinar, you'll see a demo of Patriot's easy-to-use interface for running a payroll, reports, and creating W-2s; learn about Patriot's Accounting Partner Program; and of course, 10 ways to prepare now for year-end taxes. Read more

Educational Webinars

Oct. 27 @ 12 p.m. ET: Discover the benefits of connecting nettTracker to your bookkeeping (w/ QB or Xero). Fully automating the fixed asset process from the time an asset is purchased, it depreciating over a desired period, reviewing and disposing. Read more

Educational Webinars

Oct. 27 @ 2:00 p.m. ET: This webinar dissects the components of the AP process and provides examples of the key controls and metrics to consider. Read more

Educational Webinars