JUL
27
MON
2:00 PM
ET
AI in Practice Talks
AI in Practice is a hands-on webinar series focused on how accounting professionals can actually apply AI in their day-to-day work. Instead of theory or trends, each session highlights real use cases, practical workflows, and tools that help firms save time, improve efficiency, and deliver more value to clients.
.jpg)
Jan Haugo
Founder of SmartAccountant.ai
Jan Haugo is an AI Architect for the accounting profession and the founder of SmartAccountant.ai, a training and build platform focused on helping accounting professionals solve real, day-to-day pain points with practical AI systems.
With more than 20 years of experience running a tech-forward accounting firm, Jan understands firsthand where traditional workflows break down at month-end bottlenecks, manual cleanup, client communication overload, and teams stretched thin by repetitive work. Her work today focuses on designing AI-powered workflows, custom GPTs, and implementation frameworks that help accountants move faster, reduce friction, and elevate their role from task executor to strategic advisor.
Jan also helped develop Intuit’s AI Certification for accounting professionals, contributing directly to the education and standards shaping how AI is responsibly adopted across the industry.
Through SmartAccountant.ai, she trains accountants to think like AI architects not just tool users by teaching them how to design, customize, and deploy AI solutions that actually fit accounting workflows, compliance realities, and client expectations. Her approach prioritizes clarity over hype, implementation over theory, and systems that work inside real firms today.
Jan is known for bridging the gap between accounting expertise and emerging technology, helping professionals future-proof their practices while reclaiming time, margin, and sanity.
JUL
30
THU
11:00 AM
ET
Premium
Future Forward | Rightworks
From Risk to Protection: Cybersecurity for Accounting Firms
JUL
30
THU
12:30 PM
ET
Premium
Future Forward | Verito
Cybersecurity in the AI Era: What Accounting Firms Need to Know Now
JUL
30
THU
2:00 PM
ET
AUG
04
TUE
2:00 PM
ET
BeInsightful
Niche Marketing | Win Better Leads with Local Service Ads
Cold outreach is a grind and referrals are inconsistent. Local Service Ads put your accounting firm above traditional ads and organic results, so you only pay when prospects contact you.
AUG
14
FRI
11:00 AM
ET
Premium
Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations
Cash flow problems are rarely caused by a lack of data — they’re caused by a lack of clarity. This month, Mike will show how AR, AP, and Inventory interact in the app’s cash flow story view.
AUG
18
TUE
2:00 PM
ET
BeInsightful
Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future
AI is already transforming the way accounting firms work through tools like Microsoft Copilot, QuickBooks, ChatGPT, Zoom, and Google Workspace. The challenge is no longer whether to use AI, but how to use it responsibly.
AUG
20
THU
12:00 PM
ET
Premium
TPN Tax Talks August: Tax Tech Stack and AI
Tax firms face staffing shortages, burnout, workflow inefficiencies, and client document delays. See how AI and tax tech streamline processes, boost capacity, and improve busy-season efficiency.
AUG
20
THU
12:15 PM
ET
BeInsightful
Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions
Most financial reports explain what happened. Clients need help deciding what to do next. This class teaches you how to transform accounting data into actionable conversations that support decisions, planning, and business growth.
AUG
28
FRI
12:00 PM
ET
Premium
Suite Success: Running Your Entire Firm with Intuit Accountant Suite
Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.