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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
Financial Statements are Like Blood Tests | App Academy thumbnail

Financial Statements are Like Blood Tests | App Academy

App Academy 30 mins FinanciallyFIT Busienss

In this App Academy session, originally presented as a QBTalks-Extra segment, Ruth King introduces Financially Fit Business and explores how financial statements can serve as diagnostic tools for evaluating a company's financial health, much like blood tests reveal important indicators of physical health. Discover how accountants and advisors can use profit and loss statements, balance sheets, and financial trends to identify potential business concerns, explain financial performance, and provide actionable recommendations. Learn how Financially Fit Business helps turn routine financial reporting into meaningful client conversations and valuable advisory opportunities. Speaker(s): Ruth King, Founder and CEO, Financially Fit Business

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New (and favorite) Apps for QuickBooks thumbnail

New (and favorite) Apps for QuickBooks

QBTalks-Apps CPE 90 mins Avidxchange

In this special 90-minute QBTalks-Apps session, William "Murph" Murphy explores newer and favorite applications designed to expand QuickBooks functionality and simplify everyday business workflows. Discover tools including Detrack POD, Mayday, Ply Inventory, SysCloud Backup, Tugger, Zepty eComSync, and ServiceM8, covering delivery management, month-end close automation, inventory, data protection, reporting, eCommerce integration, and field service operations. The session also features AvidXchange, demonstrating accounts payable automation and payment solutions, followed by a QBTalks-Extra presentation from Ruth King of Financially Fit Business, showing how financial statement analysis can help accountants identify business trends, explain financial performance, and deliver more valuable advisory services. Speaker(s): William "Murph" Murphy, Insightful Accountant; Luis Florin, Solutions Consultant, AvidXchange; Ruth King, Founder and CEO, Financially Fit Business Host/Moderator: William "Murph" Murphy Sponsor(s): AvidXchange; Financially Fit Business (QBTalks-Extra featured company)

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The Weekly A/P: Transforming Ingredients into Intel thumbnail

The Weekly A/P: Transforming Ingredients into Intel

Accounting For Taste 30 mins Math for Food

In this Accounting for Taste session, Kristen Nies Ciraldo, Founder of Math for Food, explores how restaurant accounting professionals can transform weekly accounts payable workflows into valuable financial insights. Discover how vendor invoices can provide early warning signs of rising food costs, why credit card transactions, unapplied credits, and inconsistent client habits complicate A/P processing, and how to distinguish meaningful exceptions from costly inefficiencies. Learn how to evaluate the reliability of your workflows, improve cost of goods sold (COGS) visibility, and turn routine bookkeeping into more informed restaurant advisory conversations.

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You Already Know Enough: How to Start Your First CFO Advisory Conversation thumbnail

You Already Know Enough: How to Start Your First CFO Advisory Conversation

CFO Talks CPE 60 mins The CFO Project

In this CFO Talks session, Carla Greenan of The CFO Project, joined by Tina Chandler, explores how accountants and bookkeepers can overcome imposter syndrome and confidently begin offering CFO advisory services. Discover the four common objections that hold professionals back, how to distinguish genuine skill gaps from confidence gaps, and why advisory work for small businesses may be more accessible than you think. Through practical insights, real-world experiences, and a four-question client readiness test, learn how to recognize advisory value you're already providing, identify your first potential advisory client, and take the next step toward a more rewarding advisory practice.

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Transactional vs. Advisory: Where Do You Stand? thumbnail

Transactional vs. Advisory: Where Do You Stand?

CAS Talks 30 mins InfiniteTies

In this CAS Talks session, explore the difference between transactional accounting work and advisory services, and discover how everyday bookkeeping, reporting, and financial processes can become the foundation for more meaningful client conversations. Learn how accounting professionals can move beyond completing routine tasks to helping clients understand their financial information, identify opportunities, and make better business decisions. This session highlights how shifting from transactional services toward advisory relationships can create greater client value and open opportunities for higher-value service offerings.

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Why Should They Choose You? Positioning Your Accounting Firm to Stand Out thumbnail

Why Should They Choose You? Positioning Your Accounting Firm to Stand Out

Marketing Talks 30 mins

In this Marketing Talks session, Gary DeHart explores how accounting firms can stand out in a competitive market by clearly communicating why their ideal clients should choose them. Building on the Ideal Client Profile developed in the previous session, Gary discusses how to identify meaningful differentiators, move beyond generic service descriptions, and focus on the problems your firm solves and the outcomes clients value. Discover a practical framework for developing a compelling positioning statement that reflects your firm's strengths, target audience, and unique value.

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The Second Set of Books thumbnail

The Second Set of Books

AI in Practice 30 mins

In this AI in Practice Talks session, Jan Haugo explores the hidden knowledge accounting firms rely on every day but rarely document. Beyond the financial records in QuickBooks, firms carry a second set of books made up of client-specific rules, historical decisions, exceptions, and institutional knowledge held by experienced team members. Discover why AI tools can produce seemingly accurate answers while missing critical client context, how undocumented knowledge affects consistency and efficiency, and why identifying this hidden information is an important step toward more reliable AI adoption and scalable accounting workflows.

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Five Easy Ways to Use AI This Tax Season thumbnail

Five Easy Ways to Use AI This Tax Season

Tax Talks 30 mins SmartVault

In this TPN Tax Talks session, Dr. Christine Gervais of Cultivate Consulting explores five practical ways tax professionals can use artificial intelligence to save time, simplify everyday tasks, and reduce busy-season pressure. Discover how AI can help draft client communications, summarize IRS notices and lengthy documents, create tax preparation checklists, organize meeting notes, and explain complex tax concepts in plain language. With a focus on practical applications rather than complicated technology overhauls, this session offers approachable strategies for incorporating AI into tax workflows while improving efficiency and client service.

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Qvinci's 'new' RoyaltyHub thumbnail

Qvinci's 'new' RoyaltyHub

QB Talks CPE 62 mins Qvinci

In this QBTalks session, Joe Barbano, Jacob Glowacki, and Brad Adams of Qvinci explore how RoyaltyHub™ helps accounting firms and franchise organizations streamline royalty management through automation. The session covers royalty calculations, invoicing, payment collection, exception handling, and reporting, demonstrating how firms can move beyond manual spreadsheets while maintaining essential accountant oversight. Discover how RoyaltyHub, combined with Qvinci Intelligence™, can improve financial visibility, support franchise performance analysis, and create scalable, recurring advisory service opportunities.

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Intro To Xero thumbnail

Intro To Xero

App Academy 30 mins Xero

In this App Academy session, Casey Barlow introduces Xero, a connected cloud accounting platform designed to help businesses and accounting professionals streamline financial workflows. Explore how Xero brings accounting, automation, reporting, and connected business tools into one platform to improve efficiency and financial visibility. The session provides an overview of Xero's intelligent features, integrations, and reporting capabilities, helping accountants and advisors discover opportunities to simplify everyday tasks and make more informed business decisions.

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Choose Your Firm: What Kind of Accounting Firm Do You Want to Be? thumbnail

Choose Your Firm: What Kind of Accounting Firm Do You Want to Be?

AI Talks 32 mins Digits

In this AI Talks session, Donna Reade of Blazr Accounting and Rob Hamilton of Digits explore how artificial intelligence is creating new opportunities for accounting professionals to design firms that align with their goals, clients, and preferred ways of working. They discuss different accounting firm models, from lifestyle practices to high-volume and relationship-focused firms, and the trade-offs between automation, personalized service, efficiency, and growth. Discover why defining your firm's identity, ideal clients, and service offerings should come before adopting new AI tools, and how to make smarter technology decisions that support your long-term vision.

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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 mins 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

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