Educational Webinars

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Sept. 24 @ 2 p.m. ET: In this interactive session, hosted by Gregg S. Bossen, attendees will learn the mechanics of Unrelated Business Income Tax (UBIT) as well as the new “Parking Tax” that has nonprofits in an uproar. Read more

Educational Webinars

Sept. 26 @ 12 ET: We will discuss multiple companies, managing revenue recognition and contract billing situations. Accountants working with clients that have outgrown QuickBooks or Xero should attend to see how they can bring more value to clients. Read more

Educational Webinars

Sept. 26 @ 2 ET: This webinar, presented by Eric Green, Esq. will explain the processes of the IRS so you can easily understand where your client is in the collection process, and where the opportunities exist to resolve your client’s back-tax issue. Read more

Educational Webinars

Oct. 8 @ 12:00 p.m. ET: Let us introduce you to CashFlowTool so you can learn how easy it is to add cash flow advisory services to your firm and use the easiest, yet most powerful cash flow management and forecasting tool on the market. Read more

Educational Webinars

Oct. 8 @ 2 ET: Join Liscio CEO Chris Farrell for a look at the negative effects of using too many apps and software solutions for client business. We'll discuss how juggling a mix of solutions increases your exposure to cyberattacks & more. Read more

Educational Webinars

Oct. 9 @ 2 ET: All accounting departments and firms can benefit from the wealth of security features, functionality, and workflows that eFileCabinet provides. This is the all-in-one solution that everyone in the accounting field needs to see. Read more

Educational Webinars

Oct. 17 @ 2:00 p.m. ET: In this session, we'll focus on why helping your clients with their cash flow is a significant opportunity for your firm, benefits for your client, how to communicate value and technology that helps along the way. Read more

Educational Webinars

Oct. 22 @ 12 p.m. ET: Discover how partnering with CollBox can help you optimize the AR workflow & effortlessly boost profit margins (for your own business and your clients)! Stop leaving your hard-earned revenue on the table. Read more

Educational Webinars

Oct. 23 @ 2 p.m. ET: Accounting professionals face unique challenges in working with clients in the cannabis industries. This webinar will identify areas of concern for those working in this field & offer solutions to help you serve your clients. Read more

Educational Webinars

Oct. 24 @ 2 ET: In this webinar hosted by Gregg Bossen, we will first explore how to enter budgets and generate budget reports for your nonprofit organization right in QuickBooks! No more fooling with Excel. Read more

Educational Webinars

alicia katz pollock

© 2014 Carlton Ward

Oct. 30 @ 12 p.m. ET: Alicia Katz Pollock will talk about the importance of bookkeeping, considerations when setting up a new QBO file, and how to get to know your Balance Sheet in this installment of her new QBO educational webinar series. Read more

Educational Webinars 2 Comments

Dec. 11 @ 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

Educational Webinars

alicia katz pollock

© 2014 Carlton Ward

Jan. 7 @ 12:00 p.m. ET: Manage your Independent Contractors with the tools built right in to QBO. We'll look at how to set up Contractors, pay them, and run 1099s in January. Presented by Alicia Katz Pollock. Read more

Educational Webinars

alicia katz pollock

© 2014 Carlton Ward

Jan. 9 @ 12:00 p.m. ET: In this quarterly webinar hosted by Alicia Katz Pollock, we'll look at QBO's Products and Services, and common Client invoicing workflows, from Estimate to Invoice to Payment to Deposit. Read more

Educational Webinars