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Document Libraries for Accounting: Metadata, Versioning, Secure Sharing | SharePoint Series Part 3 thumbnail

Document Libraries for Accounting: Metadata, Versioning, Secure Sharing | SharePoint Series Part 3

Insightful Insights 93 min Microsoft SharePoint

This session shows how to organize work papers fast without digging through folders. Therman Trotman, founder of SharePoint Help Desk, walks through the new SharePoint document library update, shows how to replace deep folder structures with metadata, and explains how to use views, filters, and secure links for internal and external sharing. You’ll learn how to tag documents by engagement, fiscal year, section, and status, build custom views, surface buried files, avoid duplicates, and share the right files without sending attachments. If your team relies on documents every day, this session will change the way you work.

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From Chaos to Clarity: Internal Communication Strategies That Set Teams Up for Successful Tax Season thumbnail

From Chaos to Clarity: Internal Communication Strategies That Set Teams Up for Successful Tax Season

Practice Management Talks 27 min Will Hill & Julie Smith

A strong tax season does not start in February. It starts with how your team communicates in the months before the work hits. In this Practice Management Talk session, Will Hill and Julie Smith break down real communication habits that reduce burnout, eliminate mistakes, and help firms run clean systems when the volume gets heavy. They talk about where internal communication fails, why assumptions kill efficiency, and how leadership can build a simple rhythm that keeps the whole team aligned. The session covers practical steps for improving clarity, confidence, and accountability inside the firm and shows why internal habits show up in client experience later.

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Finatical Software: Smart Flash Reports and Live QBO Budgeting Demo | App Academy thumbnail

Finatical Software: Smart Flash Reports and Live QBO Budgeting Demo | App Academy

App Academy 18 min Finatical Software

See how Fanatical’s Flash Reports turns QuickBooks Online data into smart, refreshable budgets that actually tell a story. In this App Academy session, CPA Mary Rose Hellerman walks through how to pull live QBO data into Excel, build budget models in minutes, and roll out clean, presentation ready reports for your stakeholders. You will learn how to move from reactive reporting to proactive budgeting, create budget vs actuals with variance analysis, and use built in forecasting templates to see where the year will land if you hit your targets.

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CorpNet: How Firms Streamline Compliance and Entity Management | App Academy thumbnail

CorpNet: How Firms Streamline Compliance and Entity Management | App Academy

App Academy 16 min CorpNet

See how CorpNet’s partner dashboard helps accountants cut through compliance chaos and take back their time. In this App Academy demo, Yoel Echeverria walks through the tools firms use to track filings, manage client entities across all 50 states, and automate annual reports with a “set it and forget it” subscription flow. If you handle business formations, registered agent needs, sales tax setups, or multi-state compliance, this walkthrough shows how to manage it all in one place. Learn more 👉 CorpNet.com

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Qvinci: Turning Financial Data into Scalable Advisory Services | App Academy thumbnail

Qvinci: Turning Financial Data into Scalable Advisory Services | App Academy

App Academy 29 min Qvinci

Take a deeper look at how Qvinci helps accountants turn raw financial data into advisory revenue. In this App Academy session, Brad Adams breaks down the advisory lifecycle, shows how firms can scale with a simple “review, report, communicate” framework, and gives a live walkthrough of Qvinci’s advisory portal, KPI scorecards, drill-down tools, benchmarking, break-even analysis, and more. If you’re building or expanding your advisory practice, this demo shows exactly how to package services, create value-based pricing, and deliver insights your clients will actually use. Learn more 👉Qvinci.com

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OnPay: Faster Payroll, Automated Taxes, and HR Tools for Your Firm | App Academy thumbnail

OnPay: Faster Payroll, Automated Taxes, and HR Tools for Your Firm | App Academy

App Academy 26 min OnPay

See how OnPay helps accountants run payroll faster, automate tax filings, and support small business clients without extra hassle. In this session, Valerie Heckman walks through live payroll processing, reporting, HR tools, integrations with QuickBooks and Xero, and the partner dashboard built for firms managing multiple clients. You’ll learn how OnPay handles taxes, onboarding, benefits, and multi-state complexity, plus how firms use it to streamline payroll and improve the client experience. Learn more 👉OnPay.com

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What It’s Really Like Serving Restaurant Clients and Why You Should Do It Anyway thumbnail

What It’s Really Like Serving Restaurant Clients and Why You Should Do It Anyway

Accounting For Taste 31 min Kristen Nies Ciraldo

Webinar Date: November 21, 2025 Serving restaurants can look intimidating from the outside, but Kristen Nies Ciraldo breaks it down in a way that makes the path clear. In this session, she explains what it’s really like to work with restaurant and bar clients, why the industry is misunderstood, and why accountants should consider this niche even with its fast pace and heavy data flow. Kristen talks about the tech landscape, the mindset of restaurant owners, the advisory role accountants naturally fill, and how your experience with financial data is the real advantage. She also outlines why restaurants value mid-range planning, practical insights, and the kind of support only accountants can give. If you’ve been curious about the restaurant niche or looking for a path where your work has visible impact, this session covers the realities and rewards of serving food and beverage clients.

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Reimagine Your Firm’s Future with Intuit’s Evolved ProAdvisor Program thumbnail

Reimagine Your Firm’s Future with Intuit’s Evolved ProAdvisor Program

QB Talks 58 min Intuit

Webinar Date: November 19, 2025 Discover what’s new in the Intuit ProAdvisor Program and how the Intuit Accountant Suite is evolving for firms of every size. In this QB Talks session, William “Murph” Murphy sits down with Jaclyn Anku and Kevin Tran from Intuit to walk through major updates, including the integrated ProAdvisor experience, the new CAS Foundations learning path, AI-powered training, and the streamlined Manage Training tools inside Accountant Suite. If you’re an accountant, bookkeeper, or ProAdvisor looking to stay ahead, this session breaks down everything you need to know — from certification changes to new firm-level tools, resource hubs, and upcoming improvements. Watch the full discussion and stay updated on Intuit’s roadmap for accounting professionals. Learn more here: https://quickbooks.intuit.com/accountants/proadvisor-program/

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Future Forward 2025 | Payroll Playbook: Your Guide To A Scalable Payroll Service Offering thumbnail

Future Forward 2025 | Payroll Playbook: Your Guide To A Scalable Payroll Service Offering

Future Forward 58 min OnPay

Webinar Date: November 13, 2025 This is the full recorded session from Day 4 of Insightful Accountant’s Future Forward Summit, sponsored by OnPay, where Valerie Heckman breaks down how accounting and bookkeeping firms can build a payroll service that is consistent, scalable, and profitable. Valerie has spent more than a decade helping firms strengthen operations, choose the right tech stack, and deliver high-quality client experiences. In this session, she walks through practical steps for adding payroll as a service or improving the way you deliver it today. You’ll learn how to reduce chaos, build structure, and support clients with a payroll process that actually makes their lives easier. She also explains what firms often miss, how to standardize workflows, and how payroll opens the door to deeper advisory opportunities. What you’ll learn: • How to structure a payroll offering that your team can deliver consistently • How to standardize onboarding, data collection, processing, compliance, and reporting • How to segment clients based on complexity and choose who to serve first • How to pick the right payroll software for your workflow and niche • How to avoid burnout by simplifying your tech stack and reducing system switching • How payroll strengthens client loyalty and leads to advisory conversations • How to package payroll using Good–Better–Best or frequency-based tiers • How to guide clients through the change and communicate expectations clearly Valerie also shares the story of a small creative studio whose entire workflow improved once their accountant took over payroll and put the right processes in place. It’s a strong reminder that payroll is more than a service — it enables clients to focus on the work they’re meant to do. About OnPay OnPay is a full-service payroll solution built for accounting and bookkeeping professionals. Learn more here: https://onpay.com/

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Future Forward: How to Seamlessly Integrate Qvinci Analytics Into CAS to Drive Value, Profits, and Growth thumbnail

Future Forward: How to Seamlessly Integrate Qvinci Analytics Into CAS to Drive Value, Profits, and Growth

Future Forward 61 min Qvinci

Webinar Date: November 11, 2025 This is the full recorded session from Future Forward – November 2025: Horizontal Niches, where Murph and Brad Adams explain how firms can shift from compliance to advisory by using Qvinci Analytics inside Client Accounting Services (CAS). If your workflow is still heavy on manual reporting or you want to move up from basic financials to real advisory conversations, this session gives you a clear path. The discussion covers reporting automation, KPI tools, cash flow forecasting, and how Qvinci helps firms package and price higher-value services. What you’ll learn: • How to integrate Qvinci into CAS without disrupting your current workflow • How firms cut month-end work from hours down to minutes • How analytics helps move clients into Good–Better–Best subscription tiers • How to calculate ROI using real client examples • How to use KPI Scorecards, What-If Cash Flow, Benchmarking, and automated reporting • How the Qvinci Turnkey Advisor Program (QTAP) helps firms launch and scale advisory • How to present advisory as added value so clients understand why it matters You’ll hear clear explanations, real practice examples, and step-by-step strategies for turning analytics into profitable advisory packages. If you want a CAS model that brings in better clients, higher margins, and stronger retention, this walkthrough is worth your time. Learn more about Qvinci here: https://www.qvinci.com/

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Future Forward: Year-End Strategy for CAS Firms: Turning Entity Compliance into a Growth Engine with CorpNet thumbnail

Future Forward: Year-End Strategy for CAS Firms: Turning Entity Compliance into a Growth Engine with CorpNet

Future Forward 51 min CorpNet

Webinar Date: November 11, 2025 Welcome to Day 2 of Insightful Accountant’s November Future Forward series, sponsored by CorpNet. In this session, “Year-End Strategy for CAS Firms: Turning Entity Formation and Compliance into Growth Engines,” Nellie Akalp, Founder and CEO of CorpNet.com, shows accountants and CAS professionals how to turn routine year-end compliance into high-value advisory work and recurring revenue. Drawing on decades of expertise in the online legal document filing space—including building and selling MyCorporation.com to Intuit—Nellie breaks down how entity compliance naturally fits inside a scalable Client Advisory Services (CAS) model and how firms can package these offerings to strengthen retention and unlock predictable income. What you’ll learn: • How to reposition year-end compliance as strategic advisory • How entity formation, EIN setup, annual reports, foreign qualifications, and registered agent services fit inside CAS • How to package CAS into launch / operate / grow / exit tiers • How compliance tracking reduces client risk and increases loyalty • How to streamline multi-entity and multi-state workflows • How CorpNet’s partner program powers both white-label and referral service models • A real CPA firm case study generating strong recurring revenue through compliance services If you work with CAS clients, multi-state employers, startups, or small business owners, this session gives you a concrete framework to turn compliance from a deadline-driven chore into a long-term growth engine. CorpNet Contact Information Website: www.corpnet.com Phone: 1-888-449-2638

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Future ForwardHow to Define and Own Your Accounting Niche | Finatical Software thumbnail

Future ForwardHow to Define and Own Your Accounting Niche | Finatical Software

Future Forward 58 min Finatical Software

Webinar Date: November 10, 2025 This is the recorded session from Future Forward November 2025 – Day 1, where Debra Kilsheimer breaks down how accounting professionals can define, refine, and fully own their niche. She walks through naming it, narrowing it, and nailing it, so your firm can stand out in a crowded market. Debra covers how to identify your ideal clients, the painful problems you solve, and the measurable results clients actually value. You’ll also learn how to turn that clarity into offers your clients understand and are willing to pay for. The session includes a live demo from Chris Meyer of Fanatical Software, showing how their Excel add-in turns QuickBooks Online data into dynamic reporting templates for CAS, restaurants, franchises, nonprofits, and more. What you’ll learn: • How to define your niche using a clear 3-part filter • How to turn problems into measurable business outcomes • How to create Starter, Signature, and Premium packages • How to build a positioning statement clients remember • How Fanatical Software helps automate reporting for niche CAS work • A simple 30-day plan to put your niche into action 🔗Learn more about Finatical Software 👉 https://finaticalsoftware.com/ If you’re looking to sharpen your positioning, raise your pricing power, and deliver clearer value, this replay gives you the steps to make it happen.

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