Educational Webinars

RSS

Features

July 21 @ 2:00 p.m. ET: In this session, we will walk through how focusing on the people, processes, and technology of your firm will allow you to sustain productivity. We'll discuss the methods, tactics, and technologies that you can implement. Read more

Educational Webinars

July 22 @ 12:00 p.m. ET: In this webinar you will learn how your clients can keep on top of all their inventory & online stores in any location from anywhere they have an internet connection. Read more

Educational Webinars

July 23 @ 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

July 28 @ 12 p.m. ET: Join Liz Mason in this informative webinar about understanding the fundamentals of pricing. Including the price quality matrix, pricing theory and more. Liz will also be explaining how to understand your niche and your value. Read more

Educational Webinars

July 29 @ 2:00 p.m. ET: What will life after the PPP look like for accountants & small business owners? Join this webinar as we walk through the current PPP forgiveness application process, FAQs & how to turn PPP forgiveness into ongoing advisory. 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

johan covig

Photographer: Scott Wilhite

July 30 @ 4:00 p.m. ET: The average unforgivable PPP amount is 14.3% from the loan amount. In this webinar, expert Johan Colvig is going to show how you can maximize your client's forgiveness and how this will propel your advisor role. Read more

Educational Webinars

Aug. 4 @ 12:00 p.m. ET: This presentation will guide users on the best ways to maximize the efficiencies created by the Canopy software suite. It will also include various tips and tricks that will help you get the best results for your client. Read more

Educational Webinars

Aug. 4 @ 2:00 p.m. ET: In this webinar, you'll learn the advantages of offering accounts payable services to new and existing clients. Having an understanding of the accounts payable process helps you to be the strategic advisor organizations need. Read more

Educational Webinars

Aug. 11 @ 2 p.m. ET: In ecommerce, there are different tax laws & payment methods to keep track of, and 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

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

Aug. 13 @ 12:00 p.m. ET: Learn how to identify bad processes, create good ones and how the right tech stack can make the difference. We'll also be discussing process improvement, integration and analyzing potential good tools. Read more

Educational Webinars

Aug. 13 @ 2 p.m. ET: Client Accounting Services is one of the fastest-growing service lines for accounting firms. We'll walk through key steps to make sure it is efficient, automated, tech-enabled, and ultimately profitable for your accounting firm. Read more

Educational Webinars

Aug. 19 @ 12:00 p.m. ET: In this webinar, we will cover the various aspects of practice management, cloud enabling your practice, tools for client collaboration and strategies to create a high touch yet efficient client experience. Read more

Educational Webinars