JUN

03

WED

2:00 PM

ET

Premium

QBTalks-Apps June: How Qvinci Intelligence Increases Client Value and Scales CAS Growth

QuickBooks holds the data. Qvinci makes the advisory value visible. CAS firms are being asked to deliver more advisory value than ever before — but many teams are still buried in manual reporting, data prep, consolidation, variance review, and recurring client deliverables. The result is a familiar problem: firms want to provide more strategic guidance, but they do not always have the time, manpower, or repeatable process to do it at scale. In this QBTalks session, Qvinci will show how CAS firms can increase the client-perceived value of advisory services while freeing internal capacity for higher-value work. You will see how Qvinci turns QuickBooks data into client-facing intelligence through dashboards, KPIs, benchmarking, forecasting, trend analysis, and entity-at-risk visibility — making it easier for clients to understand what they are paying for and why it matters. The session will also show how Qvinci helps firms automate the reporting and analysis work that slows CAS teams down. By reducing manual effort, standardizing advisory delivery, and supporting structured service packages through QTAP, Qvinci helps firms deliver more advisory conversations, support more clients, and scale their CAS practice without adding proportional headcount. By attending this session, participants will learn how to: Identify why clients may undervalue CAS services when advisory insights are hidden inside internal workflows, static reports, or month-end deliverables. Explain how Qvinci makes CAS value more visible through dashboards, KPIs, benchmarking, forecasting, trend analysis, and risk-based reporting. Recognize how Qvinci reduces manual CAS workload by automating reporting, consolidation, standardization, analysis, and recurring advisory preparation. Evaluate how freed capacity can be redeployed into higher-value advisory conversations, proactive client engagement, onboarding, and new client growth. Understand how Qvinci and QTAP support scalable CAS service models by helping firms’ package, price, deliver, and repeat advisory services across more clients. Connect client-visible insights to firm profitability, retention, and growth by turning CAS deliverables into measurable advisory outcomes.

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JUN

04

THU

2:00 PM

ET

BeInsightful

AI Deep Dive June: Build Your GL Audit System: Catch What Slips Through

Description: The Data Entry Validation tool stops errors at the gate. But some slip through anyway — wrong coding, subtle duplicates, vendor mismatches that don't trigger immediate flags. That's where systematic post-entry QA comes in. In this Deep Dive, you'll build and configure your own GL Error Detection System — the same one that catches 8 different classes of problems. You'll understand each check, know when to run it, and how to interpret findings for client review meetings, pre-audit prep, and staff coaching. By the end of this session, attendees will be able to: 1. Identify the classes of GL errors that commonly slip past initial data entry validation - including wrong account coding, subtle duplicates, vendor mismatches, and recurring pattern anomalies. 2. Build and configure a GL Error Detection System using AI that systematically catches post-entry errors before they reach month-end close. 3. Determine when and how often to run each QA check based on their firm's workflow - whether it's daily, weekly, or tied to specific close milestones. 4. Interpret GL error findings and translate them into actionable outputs for client review meetings, pre-audit prep, and staff coaching conversations.

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JUN

12

FRI

11:00 AM

ET

Premium

Cash Flow Mastery June: Cost Control and Expense Management: Streamlining Your Business Operations

Cash flow problems are rarely caused by a lack of data — they’re caused by a lack of clarity. This month, Mike will use trend analysis in the Home Run Financial System to spot expense drift and behavioral patterns In this 12-part monthly series, Cash Flow Mike walks accountants, bookkeepers, and advisors through the real drivers of cash flow inside a business and shows how to turn financial statements into clear, confident advisory conversations. Each session focuses on one critical cash flow topic — from profitability and pricing to working capital, forecasting, and financing — and includes a live, practical demonstration using the Clear Path To Cash app. Attendees will see how a small set of numbers can quickly reveal hidden cash opportunities, financial blind spots, and the decisions that matter most. This series is designed for professionals who want to: 1. Move beyond reporting and into true advisory 2. Identify cash flow issues in minutes, not hours 3. Translate financial data into conversations clients understand 4. Deliver consistent, repeatable insights across their client base What to Expect Each Month 1. A focused lesson on a core cash flow concept 2. A real-world demonstration using the Clear Path To Cash framework 3. Practical insights advisors can immediately apply with clients Whether you’re new to advisory services or looking to sharpen your delivery, Cash Flow Mastery provides a clear, structured path to helping clients make better financial decisions — one month at a time. This is a webinar series, so you only have to register once to be registered for all of the events.

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JUN

22

MON

2:00 PM

ET

Premium

AI in Practice June: Stop Playing Email Tag with Clients: Draft Professional Responses in Seconds.

You're spending 2+ hours a week typing the same client responses over and over: explaining late payments, clarifying tax deadlines, answering the same questions differently for different clients. What if AI wrote them for you — in YOUR voice, addressing their specific situation, actually professional? We'll show you a system that learns common client communication patterns and drafts responses in seconds. Light demo of the Client Problem Communicator — watch it handle real accounting friction points.

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JUN

24

WED

11:30 AM

ET

Premium

Practice Management Talks June: Your Summer Technology Hunt

Summer is a popular time to hunt down new technology to fix problems (or sometimes to just break up with a vendor you are mad at….) But, how do you do this effectively and in a way that brings the team together? In this session Will and Julie will talk through strategies to help make this a good use of time, not just a fruitless exercise.

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JUN

24

WED

2:00 PM

ET

BeInsightful

Coach's Corner June: Goal Setting, Accountability & Focus Workshop

Tight Deadlines. Heavy Workloads. Long Hours. Client demands. Workloads. Non-stop to-do lists. Accountants are no strangers to the pressure of trying to “do it all.” But what if you didn’t have to push through everything alone? The Goal Setting, Accountability & Focus Workshop is a dedicated co-working session designed specifically for accountants who want to get results without burning out. In this session, you’ll: • Set clear, realistic goals for the time we spend together • Break those goals down into actionable steps • Identify obstacles (and create strategies to overcome them) • Strengthen the mindset needed to stay focused and follow through By the end of this workshop, you’ll not only walk away with tangible progress on your work, but also with tools to carry forward into your week. Plus, you’ll have the support of a community that understands your challenges, and the accountability to keep you moving forward. Learning Objectives: By participating in this session, accountants will be able to: 1. Define 1–2 meaningful goals for their professional or personal productivity. 2. Break larger goals into clear, manageable action steps. 3. Identify potential roadblocks and develop strategies to address them. 4. Apply mindset strategies to increase focus and reduce overwhelm. 5. Experience accountability in a supportive environment, reinforcing momentum for the week ahead.

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JUN

25

THU

12:00 PM

ET

Premium

TPN Tax Talks June: Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now

Every week a new AI tool promises to transform your practice. For most accounting firms, the problem isn't finding more technology. It's getting the foundation right so the tech they already have supports the work. In this Tax Talks session, Jonathan Young, VP of Marketing at SmartVault, sits down for a candid conversation about workflow friction, the hidden costs of app sprawl, what to look for when evaluating AI solutions with client data on the line, and what separates firms that are modernizing successfully from those spinning their wheels year after year.

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JUN

25

THU

2:00 PM

ET

BeInsightful

Mastering Strategies for Growth June: Still in the Room: Your Role When AI Does the Work

AI can process transactions. Clients still need judgment. As automation expands, many professionals quietly wonder: “What happens to my role now?” This class explores the human advantage in an AI-driven world and why communication, interpretation, trust, and strategic thinking matter more than ever. The future does not belong to the fastest typist. It belongs to the best thinker.

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JUN

25

THU

3:30 PM

ET

Premium

AI Talks June: Claude's Excellent Adventure

Strap in for a most excellent journey through the world of Claude, Anthropic's AI assistant. This June, we're exploring what makes Claude stand out, how to get the best responses, and ways to put it to work in your daily life. Be excellent to each other, and bring your questions. What you'll walk away with: A clear sense of what makes Claude unique and where it shines. Easy prompting techniques to get thoughtful, high-quality responses. Practical ways to use Claude for writing, brainstorming, and getting stuff done, safely and smartly.

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JUL

22

WED

1:00 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.

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