Login Back to Main Site

On-Demand Webinars

All Tax Talks CashFlow Mastery Talks Practice Management Talks Marketing Talks Future Forward QB Talks Insightful Insights Accounting For Taste App Academy AI Talks AI in Practice Figured Royalwise QBTalks-Apps CAS Talks CFO Talks
The CAS craze: The service model of forward-looking practices thumbnail

The CAS craze: The service model of forward-looking practices

Future Forward CPE 62 Xero

In this Future Forward: CAS session, Heather Day of Woodard explores how accounting firms can build profitable and scalable Client Advisory Services (CAS) practices. She breaks down five key CAS service areas, introduces a three-tiered service model, and shares practical strategies for defining service scope, communicating value, and pricing advisory services with confidence. Sponsored by Xero, this session offers actionable insights to help accounting professionals strengthen client relationships, expand advisory offerings, and create sustainable revenue opportunities. Speakers: Heather Day, Director of Education of Media, Woodard

Watch now
Financing Options and Cash Flow: Making the Right Choices thumbnail

Financing Options and Cash Flow: Making the Right Choices

CashFlow Mastery Talks 31 Cash Flow Mike

In this Cash Flow Mastery session, Mike Milan (Cash Flow Mike) explores how businesses can evaluate financing options and make smarter funding decisions while maintaining healthy cash flow. Through practical examples and insights into debt, EBITDA, and mismatched financing, Mike demonstrates how to assess borrowing capacity, compare financing strategies, and understand the impact of debt on financial stability. Discover how accountants and advisors can use the Clear Path to Cash framework, cash flow analysis, and financial planning tools to guide clients toward better financing decisions and sustainable business growth.

Watch now
SmartVault: Solving end-to-end Tax Prep Workflows for Accounting Firms thumbnail

SmartVault: Solving end-to-end Tax Prep Workflows for Accounting Firms

App Academy 37 mins SmartVault

In this App Academy session, originally featured during QBTalks-Extra, Daniel Fritz, VP of Product Engineering at SmartVault, demonstrates how accounting and tax professionals can simplify document-heavy workflows through a secure, connected platform. The walkthrough explores SmartVault's capabilities for automated document collection, client collaboration, secure file sharing, e-signatures, and document archiving, including integrations with QuickBooks and Intuit tax software. Discover how SmartVault helps firms reduce manual tasks, improve client experiences, and streamline tax preparation from engagement through final delivery. Speaker(s): Daniel Fritz, VP of Product Engineering, SmartVault Host/Moderator: William “Murph” Murphy Sponsor(s): SmartVault Series: App Academy (Originally QBTalks-Extra)

Watch now
What's New with Intuit Enterprise Suite thumbnail

What's New with Intuit Enterprise Suite

QBTalks-Apps CPE 93 mins Flywire

In this QBTalks-Apps session, William “Murph” Murphy welcomes Vince Huang and Walter Yu of Intuit to explore the latest updates and upcoming developments in Intuit Enterprise Suite (IES), an AI-native ERP designed for growing businesses. The discussion highlights AI-powered automation, multi-entity management, consolidated financial reporting, intercompany transactions, and new capabilities designed to simplify complex accounting operations. Sponsored by Flywire, the program also features insights into accounts receivable automation and payment workflows, followed by a QBTalks-Extra demonstration from SmartVault, showcasing secure document management, client collaboration, and streamlined tax workflows for accounting professionals. Speaker(s): Melanie Bowman, Senior Manager of Sales and Partnerships, Flywire; Vince Huang, Intuit; Walter Yu, Intuit; Daniel Fritz, VP of Product Engineering, SmartVault Host/Moderator: William “Murph” Murphy Sponsor(s): Flywire Featured QBTalks-Extra Company: SmartVault Series: QBTalks-Apps / QBTalks-Extra

Watch now
The Daily Sales: Serving Up Data from the POS to the Books thumbnail

The Daily Sales: Serving Up Data from the POS to the Books

Accounting For Taste 30 mins

In this Accounting for Taste session, Kristen Nies Ciraldo, founder of Math for Food, breaks down the realities of getting daily restaurant sales from the POS into the books. She explores how delivery apps, comps, tips, payment methods, and multiple platforms complicate daily sales while showing how accounting professionals can build a practical, repeatable workflow that delivers reliable data without chasing unnecessary precision.

Watch now
AI Is Taking the Compliance Work. Advisors Take the Lead. thumbnail

AI Is Taking the Compliance Work. Advisors Take the Lead.

CFO Talks CPE 60 min The CFO Project

In this CFO Talks session, Dyanna Salcedo, CEO of The CFO Project, explores how AI is reshaping compliance work and where professional judgment continues to create value in advisory services. She examines how AI can support hypothesis setting, forecasting, scenario analysis, and action planning while emphasizing the importance of context, professional oversight, data security, and verification when using AI with client information.

Watch now
Beyond the P&L: Uncovering True Profitability For Agriculture Clients thumbnail

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Figured CPE 60 min Figured

In this agriculture advisory session, Mitchell Parks of Figured and Dr. Christine Gervais explore why a standard QuickBooks P&L may not reveal what is truly driving profitability across a farm operation. Using practical farm scenarios and a Figured walkthrough, they demonstrate how enterprise-level reporting combines financial data with key production information such as acreage, yield, livestock activity, and on-farm movements to uncover gross margins by enterprise. The session also shows how these insights can strengthen advisory conversations, guide farm decisions, and provide valuable reporting for financing and lender discussions.

Watch now
Jan's Favorite AI Things thumbnail

Jan's Favorite AI Things

AI in Practice 30 min

In this AI in Practice session, Jan Haugo shares the AI tools she actually uses in her business and the framework she follows to decide which tools are worth adopting. Jan discusses AI security and data access, demonstrates how she uses the AI assistant Victor for repetitive administrative workflows, and shares practical tools for meetings, communication, practice management, productivity, and accounting. She also offers a simple approach for evaluating whether a problem can be solved with AI already built into your existing software, a well-designed prompt, or a dedicated new tool.

Watch now
The CAS Opportunity: CAS is the Future thumbnail

The CAS Opportunity: CAS is the Future

CAS Talks 30 min InfiniteTies

In the first CAS Talks session, Christine Triantos and Deneen Dias of InfiniteTies explore why accounting firms are shifting from compliance to advisory and why Client Advisory Services (CAS) has become a growing revenue opportunity for the profession. They break down what CAS is—and what it isn’t—while discussing the mindset, technology, automation, and client relationships needed to build a modern advisory practice.

Watch now
See Invoiced in Action: A/R Workflow from Invoice to Reconciliation thumbnail

See Invoiced in Action: A/R Workflow from Invoice to Reconciliation

App Academy 30 min Flywire

In this App Academy session, Jana Rzezniczek of Flywire demonstrates Invoiced by Flywire and how automation can streamline the complete invoice-to-cash lifecycle. The walkthrough covers customer self-service, automated collections, payment processing, cash application and reconciliation, A/R reporting, and integrations with accounting systems and ERPs to help finance teams reduce manual work, improve cash flow visibility, and get paid faster.

Watch now
Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms thumbnail

Stop Switching Tools: The End to End Tax Workflow for Intuit + QuickBooks Firms

App Academy 30 min SmartVault

In this App Academy session, Daniel Fritz of SmartVault demonstrates how accounting and tax firms can bring their document and tax workflows into one connected system. See how SmartVault supports the process from client engagement and AI-powered document collection through prep and review, secure delivery, e-signatures, and archiving, with integrations across QuickBooks and popular tax platforms including Lacerte, ProSeries, and ProConnect.

Watch now
The AI-Native Firm thumbnail

The AI-Native Firm

AI Talks 30 min Digits

In this AI Talks session, Donna Reed and Rob Hamilton explore what it really means to build an AI-native accounting firm rather than simply adding AI tools to existing workflows. They discuss rethinking firm processes and technology stacks, embedding AI into repeatable workflows, balancing AI with human critical thinking, and adapting services and pricing as traditional compliance work becomes increasingly automated.

Watch now