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How To Get Clients On AutoPilot & Dominate Your Local Market | Marketing Talks thumbnail

How To Get Clients On AutoPilot & Dominate Your Local Market | Marketing Talks

Marketing Talks 39 min James Donovan

In this Marketing Talks session, How To Get Clients on Autopilot & Dominate Your Local Market, speaker James Donovan, founder of Accounting Leads Now and Nine Two Media, shares a practical system to help accounting, tax, and bookkeeping firms generate consistent inbound leads using Google. If you’re tired of relying on unpredictable referrals, this session breaks down how to optimize your Google Business Profile, build trust with strategic reviews, fix ranking issues that quietly cost you clients, and leverage Google Local Service Ads to attract high-intent prospects who are actively searching for services like yours. No fluff. Just clear, actionable steps you can implement right away. 🔗 Website: https://accountingleadsnow.com/ 🔗 LinkedIn (James Donovan): https://www.linkedin.com/in/jamesbdonovan/?originalSubdomain=ca

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Tax-Minded Bookkeeping: Building The Bridge Between Books & Returns | Tax Talks thumbnail

Tax-Minded Bookkeeping: Building The Bridge Between Books & Returns | Tax Talks

Tax Talks 31 min Christine Gervais & Hope Brown

In this TPN Tax Talks session, Christine Gervais sits down with Hope Brown (The Tax Minded Bookkeeper) to break down what “tax-ready” books really mean and how bookkeepers and tax pros can work together all year, not just during filing season. They cover common cleanup issues (like miscategorized tax payments), why SOPs and checklists reduce stress, how Q4 prep prevents January chaos, and the tech they rely on to streamline communication and workflow. You’ll learn what to look for in monthly financials, how to improve communication between bookkeeping and tax teams, and how to prevent cleanup work during filing season. Connect with Hope Brown 🔗 https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/ Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

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Talking To AI Like A Normal Human: How To Write Simple Prompts That Get Useful Results | AI Talks thumbnail

Talking To AI Like A Normal Human: How To Write Simple Prompts That Get Useful Results | AI Talks

AI Talks 21 min Donna Reade

In AI Talks Session 2, “Talking to AI Like a Normal Human,” Donna Reed shows you how to write simple prompts that actually get useful results. She breaks prompts down into plain-English instructions, explains why vague prompts lead to weird answers, and shares her practical 5-part prompt framework you can reuse for real work. Donna’s big message: your advantage is AI plus HI (human intelligence). AI can generate ideas fast, but it does not know your standards, your clients, or your boundaries unless you tell it. She also walks through how she uses the scientific method to improve prompts: try it, review the output, adjust the wording or context, and repeat until it works. You’ll leave with low-risk ways to start using AI right away, plus a mindset shift: good prompts become reusable firm assets you can use for onboarding, SOPs, monthly close checklists, internal training, and more.

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PRO TIPS: LEGAL NICHE | QB Talks thumbnail

PRO TIPS: LEGAL NICHE | QB Talks

QB Talks 61 min William Murphy & Caren Schwartz

In this QB Talks session, William “Murph” Murphy hosts Caren Schwartz as she shares expert insights on working with law firms, understanding trust and IOLTA accounts, navigating compliance rules, and helping attorneys manage their financial operations effectively. Learn what makes law firms unique, how their billing and compensation structures work, and where accounting professionals can add real value through advisory and financial management support. Sponsored by Basys: https://basyspro.com/

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State of QuickBooks Desktop in 2026: What's Really Happening | QB Talks APPS thumbnail

State of QuickBooks Desktop in 2026: What's Really Happening | QB Talks APPS

QB Talks 59 min William Murphy & Marjorie Adams

In this February QB Talks Apps session, host William “Murph” Murphy sits down with Marjorie Adams (Fourlane) to break down the state of QuickBooks Desktop in 2026 and what recent Intuit announcements mean for accounting firms and their clients. You’ll get clarity on what is actually changing (and what is not), including how Intuit’s product lifecycle and support timelines affect Desktop users, and why the “QuickBooks Desktop is going away” messaging often causes confusion. Marjorie also walks through practical ways to protect Desktop file integrity, highlights ongoing product updates inside Desktop/Enterprise, and explains where QuickBooks Desktop Enterprise fits alongside newer options like Intuit Enterprise Suite. A key segment includes an overview of FourlaneCX, a web-based tool designed to help Enterprise users improve performance by moving certain workflows outside of Desktop while keeping core accounting work in QuickBooks. 🔗 https://www.fourlane.com/

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The $500 Marketing Reality Check For Accounting Firm Owners | Marketing Talks thumbnail

The $500 Marketing Reality Check For Accounting Firm Owners | Marketing Talks

Marketing Talks 34 min Janel Sykora

In this Marketing Talks session, Janelle Sykora (co-founder of Cajabra Marketing for Accountants) delivers a no-fluff reality check on what a $500/month marketing budget can actually do for an accounting firm. She breaks down the difference between marketing and sales, why content and clear offers come first, and what a realistic timeline looks like for visibility and lead flow. You’ll leave with a simple action plan to tighten your messaging, improve your Google Business Profile, and build a consistent content engine that compounds over time.

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QB Talks: What’s New in QuickBooks (January 2026) thumbnail

QB Talks: What’s New in QuickBooks (January 2026)

QB Talks 63 min William Murphy

Stay up to date on the latest QuickBooks updates with Murph (William Murphy). In this session, we break down the new QBO interface, AI-powered bank feeds, inventory enhancements, Intuit Accountant Suite (IAS), payroll updates, Desktop changes, pricing increases, and what these updates mean for accountants and ProAdvisors in 2026. If you work with QuickBooks Online, Desktop, or Intuit Enterprise Suite, this is a must-watch update.

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We Can't Ignore AI Forever (Trust Us, We Tried) thumbnail

We Can't Ignore AI Forever (Trust Us, We Tried)

AI Talks 30 min Donna Reade

In the kickoff episode of AI Talks, Donna Reade breaks down why accountants can’t ignore AI anymore and how to start using it without panic. Learn how AI actually works, why prompts matter more than tools, and simple ways to use ChatGPT for client communication, workflow support, and everyday productivity. This session focuses on practical adoption, not hype, so you can start using AI with confidence.

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Introduction To Cash Flow Management: Understanding The Basics | CashFlow Mastery Talks thumbnail

Introduction To Cash Flow Management: Understanding The Basics | CashFlow Mastery Talks

CashFlow Mastery Talks 29 min CashFlow Mike

Kick off 2026 with Cashflow Mastery Talks as “Cashflow Mike” Milan shows accountants how to understand the cash flow statement fast. In this 30-minute session, he explains operating vs. investing vs. financing activities, source vs. use of cash, and a simple “15-second” plus/minus pattern to read cash flow with confidence in client conversations. Speaker: Mike Milan 🌐 https://www.linkedin.com/in/mikemilan/ 🌐 https://cashflowmike.com/ to learn more! 📧 Email Mike: mike@cashflowmike.com

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QB Talks | A Realm By Any Other Name thumbnail

QB Talks | A Realm By Any Other Name

QB Talks 59 min Intuit

Welcome to the premiere edition of QB Talks Apps from Insightful Accountant. In this session, Senior Technical Editor William “Murph” Murphy explains what QuickBooks “Realms” (Realm ID / Company ID) are, why they matter, and how they impact firms moving from QuickBooks Online Accountant (QBOA) to Intuit Accountant Suite (IAS). You’ll learn the differences between single realms, multi-tenancy, and multiple realms, how to choose the best seat realm for migration, and what issues can require Intuit support (billing, revenue share, ProConnect, duplicate clients). Murph also walks through a live demo showing how to upgrade to IAS, transfer clients, handle apps and team roles, and even how to downgrade and switch back if needed.

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NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks thumbnail

NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks

Tax Talks 30 min Christine Gervais

In this final TPN Tax Talks session of the year, Christine Gervais breaks down the most important tax law changes impacting 2025 returns, with a practical, checklist-style walkthrough of the One Big Beautiful Bill (OBBB / OB3). The session covers retroactive provisions, tip and overtime income deductions, SALT cap changes, Section 199A updates, bonus depreciation, R&D expensing, and key planning opportunities for tax professionals. Designed for busy practitioners, this session focuses on what to watch now, how to prepare clients, and how to adjust internal processes ahead of the 2025 filing season. Speaker: Christine Gervais 👉 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039

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Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy thumbnail

Finatical Software: Building Strong Customer Relationships and Cash Flow Growth | App Academy

App Academy 19 min Finatical Software

In this App Academy demo, Chris Meyer of Finatical Software shows how Flash Reports connects Excel directly to QuickBooks Online, allowing accountants to build live, refreshable reports without exporting data. See how firms use Excel-based dashboards, multi-entity reporting, budget vs actuals, drill-downs, and forecasting to deliver better insights for clients, especially in restaurant, franchise, and advisory use cases. 🔗 Learn more 👉 https://finaticalsoftware.com/

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