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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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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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