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accountants

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

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

Here are six signs that it’s time to offer your clients a unified, cloud-based financial system that covers all of the bases. Read more

General Ledger

The traditional way of pricing bookkeeping work is with hourly rates (charging based on how long the work takes). Check out this video from Mark Wickersham, FCA to hear why this is such a problem and how you can fix it. Read more

Training and Live Events

As nearly 1/3 of all giving occurs in December, it is no wonder that starting from October, charities plunge into planning/running campaigns. Fundraising being the tip of the iceberg, there are many other tasks and reports that you have to prepare. Read more

Not For Profit

Yes, we all make mistakes. However, how much do we allow ourselves to get away with when it comes to business, especially in the number-heavy industry of accounting? There are monetary consequences to too much human error, so how do we avoid this? Read more

Training and Live Events

Your bookkeeping fees are coming under pressure from technology companies, outsourcing and low-priced competitors (including Intuit’s Live Bookkeeping). So how do you avoid this low-value perception? Read more

Training and Live Events

It can take an inordinate amount of time to close the books and report information to key stakeholders in a timely and accurate manner - anywhere from one day to four weeks, and in a few cases even longer. Learn how to make this process efficient. Read more

Training and Live Events

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

Get your mind ready for tax season with these three educational tax-centered webinars, presented by Eric Green, over the next two weeks. Read more

Training and Live Events

In this new webinar, Mark Wickersham will be showing you the precise steps you need to get higher prices for bookkeeping work. It will be highly practical and he’ll share practical examples you can follow to get results fast. Learn more here. Read more

Training and Live Events

1099 Season Is Here

We (Insightful Accountant) have worked out an arrangement with ComplyRight to get the best pricing available on 1099, W2 and ACA software and forms. Learn more here. Read more

Jan 13, 2020 1:26 PM From The Publisher

With the help of software like A2X Accounting, FBA sellers and accounting firms no longer have to do the tedious work of manually reconciling marketplace sales, fees, cost of goods, and inventory tracking. Let's take a closer look at how it works. Read more

General Ledger

Woodard Events, manager of the Woodard Alliance program, has partnered with Finagraph, the makers of CashFlowTool, to equip accountants and bookkeepers to add practical, highly effective advisory work to their existing services. Read more

Vendor Corner

Help your business clients become more responsible (and accountable) for their business success by adding in-depth budget setting processes. Learn more here. Read more

Vendor Corner

With Freedom Merchants, you can streamline your receipts.You won’t need Intuit merchant services for QuickBooks payments, or a bank’s processing machine for your storefront, or PayPal for your online store. Learn more in these upcoming webinars. Read more

General Ledger

If your clients are taking days, weeks, or even months to close out their financial books, it’s time to explore the benefits of continuous close. Read more

General Ledger

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

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

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