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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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SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets thumbnail

SharePoint Lists: Track Work, Deadlines & PBC Requests Without Spreadsheets

Insightful Insights 58 min Microsoft SharePoint

This is Part 2 of our three-part series, Mastering Microsoft Tools for Accounting Pros, presented by Insightful Accountant and led by Thurman Trottman, founder of SharePoint Help Desk. In this session, Thurman walks through how accountants can replace chaotic spreadsheets with a structured SharePoint List system that tracks client requests, work deadlines, PBC lists, status updates, owners, due dates, attachments, and more. If you’ve ever struggled with version control, messy Excel files, or scattered client documents, this training shows you how to simplify everything using tools you already pay for in Microsoft 365. What You’ll Learn: • How SharePoint Lists outperform Excel and Planner for managing firm operations • How to build a clean request tracker from scratch • How to structure columns for details, owners, due dates, statuses, SLAs, and attachments • How to use forms for clean data entry • How to create filtered views, including “My Tasks” and “Due This Week” • How to use Board views similar to Planner or Trello • How to set up notifications, comments, version history, and task collaboration • How to decide when Lists, Sites, Planner, and Document Libraries each make sense • How to work with clients securely in Teams using guest access Thurman also answers live questions on permissions, recurring tasks, Gantt chart options, external sharing, and real-world firm workflows. This replay is perfect for accounting and tax professionals who want to move away from error-prone spreadsheets and finally use SharePoint the right way. Click to Part 1 (SharePoint Sites for Accounting Firms) is already available on our YouTube channel. Part 3 (Document Libraries: Organize Workpapers With Metadata and Secure Sharing) airs on December 8.

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Xero for Firms: Bank Feeds, Cash Coding, and Real-Time Reporting | App Academy thumbnail

Xero for Firms: Bank Feeds, Cash Coding, and Real-Time Reporting | App Academy

App Academy 31 min Xero

Webinar Date: November 6, 2025 See how Xero helps firms move from cleanup to advisory. Janelle demos the new navigation, fast reconciliation with bank rules and cash coding, PDF bank statement import, AI-assisted help, flexible reporting with variances, and an open app ecosystem. Learn how unlimited users, strong migrations, and real-time cash insights make Xero a fit for horizontal niches across industries. What you’ll learn: ✅ Why unlimited users and simple pricing lower total cost for firms and clients ✅ How Plaid bank feeds, PDF imports, rules, and cash coding cut reconciliation time ✅ How “find and recode” reclassifies in bulk with a full audit trail ✅ How custom reports, KPIs, and variance columns power advisory and FP&A ✅ How Xero’s app ecosystem (inventory, projects, ecommerce) supports repeatable stacks ✅ How to migrate from QuickBooks and others, plus what features ship on most plans 🔗 Learn more about Xero's partner program 👉www.xero.com/partner-programme/

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SmartVault for Tax Firms: Secure DMS, Client Portals, and AI Document Requests | App Academy thumbnail

SmartVault for Tax Firms: Secure DMS, Client Portals, and AI Document Requests | App Academy

App Academy 31 min SmartVault

Webinar Date: November 6, 2025 See how SmartVault streamlines your tax prep workflow from intake to archive. Senior Account Manager, Aaron Lovelace walks through secure document management, a branded client portal, AI-powered request lists, tight tax software integrations, and hands-on migration support. Learn how to centralize files, control access, track versions, collect e-signatures, and keep clients moving without email chaos. What you’ll learn: ✅ How SmartVault Request AI builds client document requests from prior-year returns to speed intake ✅ How to use the branded client portal for uploads, e-sign, and easy client access to prior years ✅ How version history, audit trails, KBA e-sign, and SOC 2 Type II practices support compliance ✅ How folder templates, permissions, and “linked clients” keep individuals and entities organized ✅ How integrations with ProConnect, Lacerte, ProSeries, UltraTax, CCH Axcess, Drake, Financial Cents, and DocuSign fit your stack ✅ How Houston-based onboarding migrates files and sets up structures so your team can hit the ground running 🔗 Learn more 👉 https://www.smartvault.com/

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Drake Software: Tax Prep Workflow, Portals, and Payments | App Academy thumbnail

Drake Software: Tax Prep Workflow, Portals, and Payments | App Academy

App Academy 28 min Drake Software

Webinar Date: November 6, 2025 Get a clear look at Drake Software’s end-to-end tax preparation workflow with Bethany Verga. See how firms streamline intake, prep, review, e-file, and payments while staying organized and supported. We cover onboarding, data conversion from other tax apps, client scheduling, status tracking, document management, client portals with e-signature, integrated research and scan-and-fill, diagnostics, tax planning, and Drake Pay. What you’ll learn: ✅ How Drake’s onboarding team gets you set up and trained, plus ongoing multi-channel support and CPE options ✅ How to convert prior-year data into Drake so returns roll forward cleanly ✅ How to use the built-in scheduler and Client Status Manager to keep work visible and on track ✅ How Documents and Portals centralize files, e-signatures, and client messaging ✅ How integrated tools like GruntWorx and TheTaxBook speed data entry and research ✅ How diagnostics, linkbacks, and double-check flags reduce errors before e-file ✅ How to add revenue with the included Tax Planner ✅ How Drake Pay enables card and ACH payments without monthly fees Interested in Drake? Start with a trial or talk to sales: DrakeSoftware.com

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Automate Sales Tax Calculations and Filings in QuickBooks with Avalara | App Academy thumbnail

Automate Sales Tax Calculations and Filings in QuickBooks with Avalara | App Academy

App Academy 16 min Avalara

See how Avalara automates sales tax inside QuickBooks. Michael Tribout demos real-time tax calculation, rooftop-level address accuracy, exemption certificate management, and automated filings so you spend less time chasing rates and more time advising clients.

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AvidXchange for QuickBooks: End-to-End AP Automation from Invoices to Payments | App Academy thumbnail

AvidXchange for QuickBooks: End-to-End AP Automation from Invoices to Payments | App Academy

App Academy 10 min AvidXchange

See how AvidXchange simplifies payables for QuickBooks firms. Senior Partner Alliance Manager Chandler Watts walks through true end-to-end AP automation — from invoice capture and coding to payments, reconciliation, and supplier management — powered by one connected platform.

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Yooz + QuickBooks: AI-Powered AP Automation & Fraud Detection for Accountants | App Academy thumbnail

Yooz + QuickBooks: AI-Powered AP Automation & Fraud Detection for Accountants | App Academy

App Academy 23 min Yooz

See how Yooz takes AP automation beyond data entry. Account Executive Gary Bailey walks through lean financial operations for QuickBooks users, including AI-driven capture, fraud detection, vendor statement reconciliation, and flexible workflows that grow with your firm.

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The Power of Google Reviews and the Google Business Profile thumbnail

The Power of Google Reviews and the Google Business Profile

Marketing Talks 30 min Cajabra

Your next best client is probably Googling you right now. - Learn how to make your firm stand out with a strong Google Business Profile and reviews that build instant trust. Join us for a 30-minute session on how to use your Google Business Profile and reviews to get found, get trusted, and get chosen by more of the right clients.

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QB Talks: Practice Management App Comparison | September 2025 thumbnail

QB Talks: Practice Management App Comparison | September 2025

QB Talks 60 min William Murphy & Debra Kilsheimer

This month, Murph takes a close look at a dozen Practice Management Apps: Aiwyn, Canopy, Client Hub, Docyt, Financial Cents, Firm360, Karbon, Keeper, Mango, TaxDome, QBO-Accountant, and Xero Practice Manager. You’ll see the core features professionals rely on—client management, document handling, project workflows, team collaboration, and integrations. The session will help you decide which app fits your accounting, bookkeeping, or consulting practice. Learning Objectives ✨ Identify at least 3 core Practice Management functionalities ✨ Select one feature from each functional area most relevant to your needs ✨ Choose one app from the list to explore further

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Cash Flow Mastery: Working Capital Management - Unlocking Cash Flow from Operating Activities thumbnail

Cash Flow Mastery: Working Capital Management - Unlocking Cash Flow from Operating Activities

CashFlow Mastery Talks 28 min CashFlow Mike

Are you ready to master your cash flow and drive your business to new heights in 2025? Join Cash Flow Mike in his transformative webinar series, "Cash Flow Mastery Talk." Register once and you’ll be registered for all of the sessions. Each session is designed to equip you with actionable insights and strategies to optimize your cash flow. Master the art of working capital management to free up cash. This session covers: ✅ Managing cash, receivables, payables, and inventory. ✅ Reducing working capital cycles. ✅ Enhancing overall cash flow efficiency.

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Cash Flow Mastery: Introduction to Cash Flow Management: Understanding the Basics thumbnail

Cash Flow Mastery: Introduction to Cash Flow Management: Understanding the Basics

CashFlow Mastery Talks 28 min CashFlow Mike

Learn the fundamentals of cash flow management, including its importance to business sustainability. Explore key concepts such as cash flow statements, operating cash flow, and the impact of positive cash flow on business growth. Join Cash Flow Mike for this short (30 minutes), monthly webinar series during which Mike Milan will cover key topics to help you Master Cash Flow for your clients.

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