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From Tax Preparer To Trusted Advisor: Adding Client Advisory Services To Your Practice | Tax Talks thumbnail

From Tax Preparer To Trusted Advisor: Adding Client Advisory Services To Your Practice | Tax Talks

Tax Talks 32 min Christine Gervais

In this session, Christine Gervais explores how accounting firms can move beyond compliance and into Client Advisory Services (CAS) by shifting from historical reporting to forward-looking insights. She breaks down practical entry points like tax planning, cash flow forecasting, and KPI dashboards, while emphasizing value-based pricing and scalable workflows powered by technology and AI. Attendees gained actionable strategies to turn existing client relationships into year-round advisory opportunities and increase firm profitability. 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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QB Talks | What's New In QuickBooks: Intuit Accountant Suite thumbnail

QB Talks | What's New In QuickBooks: Intuit Accountant Suite

QB Talks 85 min William Murphy, Kaitlyn Wilchynski & Brad Adams

In this April edition of QB Talks, Murph is joined by Kaitlyn Wilchynski (Intuit) and Brad Adams (Qvinci) to explore what’s new in the Intuit Accountant Suite. The session covers key updates, pricing structure, and the transition from QuickBooks Online Accountant, along with a live demo of features like client insights, customizable dashboards, Books Close workflow automation, and AI-powered tools. The discussion also highlights how firms can centralize client data, improve efficiency, and expand into advisory services using advanced reporting and analytics solutions. 🔗 Connect with Kaitlyn 👉 https://www.linkedin.com/in/kaitlyn-wilchynski/ 🔗 Connect with Brad 👉 https://www.linkedin.com/in/brad-adams-44761b104/

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The AI Hunger Games! Which Tool Survives Your Practice? | AI Talks thumbnail

The AI Hunger Games! Which Tool Survives Your Practice? | AI Talks

AI Talks 29 min Donna Reade

In this AI Talks session, Donna Reade compares ChatGPT, Claude, and Gemini in real-world accounting workflows. Learn how each tool performs across tasks like financial reporting, document analysis, and client communication, plus key risks to watch for, including data privacy, hallucinations, and compliance. 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/

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Managing Accounts Payable: Enhancing Cash Flow Through Efficient Payments | CashFlow Mastery Talks thumbnail

Managing Accounts Payable: Enhancing Cash Flow Through Efficient Payments | CashFlow Mastery Talks

CashFlow Mastery Talks 30 min CashFlow Mike

In this session of Cash Flow Mastery Talks, Mike Milan breaks down how managing Accounts Payable directly impacts cash flow and the overall financial health of a business. Using real-world examples and the Clear Path to Cash app, he demonstrates how to balance payables and receivables, manage the financial gap, and make smarter decisions around payment timing, discounts, and vendor terms. Attendees learn how small shifts in payment strategy can unlock hidden cash, improve working capital, and strengthen advisory conversations with clients. 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 APPs | QuickBooks in Depth: QuickBooks Payroll thumbnail

QB Talks APPs | QuickBooks in Depth: QuickBooks Payroll

QB Talks 64 min William Murphy & Andrew D'Abreu

Want a closer look at how QuickBooks Payroll is evolving beyond basic payroll processing? In this QBTalks-Apps session, Murph is joined by Andrew D’Abreu and the Intuit team for an in-depth look at QuickBooks Payroll, including payroll optimization, time tracking, HR workflows, job costing, certified payroll, and upcoming workforce features inside QuickBooks. A must-watch for ProAdvisors, accountants, and payroll professionals who want to stay current on QuickBooks Payroll, QuickBooks Time, and Intuit’s latest product updates. 🔗 Connect with Andrew 👉 https://www.linkedin.com/in/andrew-dabreu/

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AI Isn't Coming For Your Job | AI Talks thumbnail

AI Isn't Coming For Your Job | AI Talks

AI Talks 29 min Donna Reade & Jeff Seibert

In this Insightful Accountant AI Talks session, Donna Reade was joined by surprise special guest Jeff Seibert, CEO of Digits, for a practical discussion on how AI agents are changing accounting workflows. The session explored what makes AI agents different from traditional automation, where they are already creating value in bookkeeping and month-end processes, and where human expertise still matters most. Donna and Jeff also discussed trust, accuracy, system design, AI-native platforms, and the skills accountants need to stay relevant as AI continues to reshape the profession. 🔗 Connect with Jeff 👉 https://www.linkedin.com/in/jseibert/ 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/ 🌐 Learn more 👉 https://digits.com/

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Practice Management Talks | Quarter 1 Check-In: A Quick Measure Against the Plan thumbnail

Practice Management Talks | Quarter 1 Check-In: A Quick Measure Against the Plan

Practice Management Talks 29 min Will Hill & Julie Smith

In this Practice Management Talks session, Julie Smith and Will Hill discuss why the end of Q1 is the right time for firms to pause, measure performance against plan, and make practical adjustments before the rest of the year takes shape. The conversation covers how to assess progress during tax season, identify operational friction, reduce time drains, set clearer team expectations, and capture lessons now so firms can improve processes after April 15. This session offers practical guidance for firms that want to move from reactive mode to more intentional practice management.

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QB Talks | Pro Tips For Non-Profit Niche Practices thumbnail

QB Talks | Pro Tips For Non-Profit Niche Practices

QB Talks 61 min William Murphy & Gregg Bossen

In this QBTalks session, Murph and Gregg Bossen explored practical strategies for serving nonprofit clients and building a stronger nonprofit niche practice with QuickBooks. Gregg shared insights on the growing opportunity in nonprofit accounting, common pain points firms face, and key QuickBooks tracking methods for programs, grants, and reporting. The session also covered nonprofit filing basics, including Form 990 requirements, deadlines, and penalty relief tips, giving accounting professionals useful guidance for supporting nonprofit organizations more effectively.

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Optimizing Accounts Receivable Strategies For Faster Payment Collection thumbnail

Optimizing Accounts Receivable Strategies For Faster Payment Collection

CashFlow Mastery Talks 32 min CashFlow Mike

In this session of the Cash Flow Mastery Talks series, Mike explored how accountants, bookkeepers, and advisors can uncover hidden cash in a business by focusing on accounts receivable days, cash timing, and the financial gap. He shared practical and creative strategies for speeding up collections, explained how small improvements in AR can significantly improve cash flow, and demonstrated tools from his Clear Path to Cash platform to help advisors turn financial data into actionable 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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New Apps For QuickBooks | QB Talks Apps thumbnail

New Apps For QuickBooks | QB Talks Apps

QB Talks 59 min William "Murph" Murphy

QBTalks-Apps is a monthly webinar series where each session explores different apps and tools that integrate with QuickBooks. In this session, host William “Murph” Murphy reviewed several new and rising apps across multiple categories. He highlighted what each app does, who it is best suited for, along with practical pros, potential limitations, and key considerations for firms exploring newer QuickBooks-connected solutions. Apps covered in this session include: 🔧 Contractor Foreman (Construction Management) A job and project management platform built for contractors with strong field and mobile functionality, tiered pricing, and a QuickBooks Online focus. Murph noted that it no longer supports QuickBooks Desktop and now works exclusively with QuickBooks Online. 🤖 AI Growth Advisor “Audie” by Automate (AI Business Insights) An AI tool that connects to QuickBooks and other platforms to surface key metrics for leadership roles, provide scorecards, and suggest strategies and action templates. Murph also discussed the common AI tradeoffs, including lack of human context and the risk of over-reliance. 🧹 Bulk Deleter by SaasAnt Transactions (QBO Cleanup Tool) A utility designed to remove large volumes of data in QuickBooks Online to help clean up errors or reset a messy file. Murph demonstrated the tool live and emphasized that bulk deletes are powerful but irreversible if used incorrectly. 📊 AppVentory (App Visibility, Compliance & Security) A platform that scans systems to identify installed apps and software, how they are used, and what they cost. Murph highlighted how firms can use AppVentory to reduce unnecessary subscriptions, improve security, and uncover advisory opportunities for clients. 📦 Precoro (Procurement & Purchasing Controls) A purchasing and procurement platform that centralizes requisitions, approvals, purchase orders, budgets, and invoice matching. Murph pointed out that it delivers workflow and control features often found in larger ERP systems. 🛒 Taxomate (Ecommerce Connector) A connector for platforms like Amazon, Shopify, Etsy, Walmart, and other marketplaces that pulls payout data, categorizes transactions, and syncs summarized entries into QuickBooks Online. Murph highlighted its quick setup, reliable reconciliation, and competitive pricing. Coming up next: Murph previewed the upcoming QB Talks session on March 18 with Gregg Bossen, CPA, focused on practical tips for firms working with nonprofit clients, along with a QuickBooks Payroll session scheduled for April 1.

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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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