Educational Webinars

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Jan. 22 @ 12:00 p.m. ET: Learn how to use Rubex by eFileCabinet, the leader in advanced document management software, to have a great start to your tax season. Webinar presented by Jim Harvey of eFileCabinet. Read more

Educational Webinars

We are starting off QB Talks for the New Year on January 22, 2020 with our QBO Quarterly Update... Liz is back from her Intuit Training Tour to bring you all the "what's new with QBO and the QuickBooks Ecosystem." Read more

Educational Webinars

Jan. 23 @ 12:00 p.m. ET: We will review the various options for resolving a back-tax debt, including uncollectible status, installment agreements, offers-in-compromise, and bankruptcy; and when a practitioner should consider one over the other. Read more

Educational Webinars

Jan. 28 @ 2 p.m. ET: This webinar will review claim trends in the accounting industry, address what ethical and legal liabilities an accounting professional might have, and offer some instruction in dealing with these issues. Read more

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Jan. 30 @ 12 p.m. ET: Join us for a live webinar, hosted by eFileCabinet CEO Jesse Wood on the importance of transforming the way you do business by embracing new ways to work. Learn how to grow your business, implement automation and much more. Read more

Educational Webinars

Feb. 4 @ 12 p.m. ET: Learn why thousands of QuickBooks clients turn to NetSuite. There’s never been a better time to become a NetSuite partner – earning 50% margin on all NetSuite license sales, and up to 30% on renewals. Presented by Jason Glass. Read more

Educational Webinars

Feb. 4 @ 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

Feb. 6 @ 2:00 p.m. ET: Join us for a webinar discussing how to get the most out of eSignature’s powerful tools, including how to simplify the onboarding process with customizable templates for tax questionnaires, engagement letters, Form 8879 & more. Read more

Educational Webinars

Feb 11 @ 2 p.m. ET: Do you have restaurant clients? Are you manually processing invoices, leaving little time and energy to add value in other ways? xtraCHEF can help you deliver more value to your restaurant clients and go beyond basic bookkeeping. Read more

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Feb. 12 @ 2:00 p.m. ET: This program will review the basics of an exam & what changes when the business is in a cash-intensive industry. In particular, review the IRS's utilization of indirect methods of proof to identify unreported income and more. Read more

Educational Webinars

Feb. 25 @ 12:00 p.m. ET: During this webinar, we'll discuss crucial issues that bookkeepers and CPAs face and the ways to solve them, including: Setting up ongoing upload of Stripe, PayPal & Square, organizing clients' online transactions and more. Read more

Educational Webinars

Feb. 25 @ 4:00 p.m. ET: A detailed dive into a more flexible Payments-option with Intuit QuickBooks Desktop version. Anything you would want to know about a more feature-rich Processing option. Presented by Ben Prusky. Read more

Educational Webinars

Feb. 27 @ 2:00 p.m. ET: Alicia Williams seasoned CFO & lawyer shares her knowledge on what finance leaders do wrong when it comes to budgets and purchases within organizations, red flags to look for & how to scale your operation with a tech stack. Read more

Educational Webinars

March 3 @ 2:00 p.m. ET: Do you struggle to find just the reports that you need out of QuickBooks? In this webinar, you will learn how reporting in QuickBooks works and how to create and memorize your own unique reports from Gregg S. Bossen. 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