In this practical AI training session, Donna Reade shares beginner-friendly strategies for using ChatGPT more effectively in work and everyday life. The session covers stronger prompting, setting custom instructions, building reusable voice guides, improving social media and client communications, and using AI safely without sharing sensitive client or financial information. 🔗 Connect with Donna 👉 https://www.linkedin.com/in/donnareade/
In this QB Talks session, Deborah Defer, Murph, and Tyler Heying of Basys discuss how accounting firms can improve payment workflows, streamline client billing, and prepare their practices for scalable growth using integrated payment technology inside QuickBooks. The conversation explores reducing payment friction, accelerating cash flow, enhancing operational efficiency, and leveraging modern fintech tools to create a better client experience. 🔗 Connect with Tyler 👉 https://www.linkedin.com/in/tyler-heying-990401197 🔗 Connect with Deborah 👉 https://www.linkedin.com/in/deborah-defer-5ab40715 🔗 Learn more about Basys 🌐 https://basyspro.com/solutions/credit-card-processing-for-small-business
In this Cashflow Mastery Talk, Mike Milan of Cashflow Mike explains how excess inventory can quietly drain business cash flow. The session covers practical ways advisors can help clients identify hidden cash tied up in stock, calculate inventory turnover, understand holding costs, and use PAR levels to improve purchasing decisions. Mike also shares how the ClearPath to Cash framework helps turn financial data into actionable advisory conversations. Speaker: Mike Milan 🌐 https://www.linkedin.com/in/mikemilan/ 🌐 https://cashflowmike.com/ to learn more! 📧 Email Mike: mike@cashflowmike.com
In this special edition of QB Talks Apps, the Insightful Accountant team welcomed Jacqueline, Artie, Kim, and the Intuit ProAdvisor team to discuss the latest updates to the ProAdvisor Program, including recertification, Intuit Accountant Suite, and the new Intuit Enterprise Suite certification. Sponsored by AvidXchange, with insights from Jack Clark, the session also explored AP automation, workflow efficiencies, AI-powered invoice processing, and the future of accountant-focused tools and training. Attendees gained practical guidance on navigating upcoming platform changes, certifications, and new opportunities within the Intuit ecosystem. 🔗 Connect with Jaclyn 👉 https://www.linkedin.com/in/jaclynanku 🌐 Learn more 👉 https://www.avidxchange.com/
In this session of IA Marketing Talks, James Donovan breaks down “The $3M Mistake” and reveals why accounting firms lose clients before the first conversation even happens. Challenging the idea that firms have a lead problem, James highlights how poor reachability, missed calls, and unclear next steps quietly cost firms millions. Attendees learned how to make their firms more accessible, capture inbound opportunities, and turn existing traffic into real client conversations. 🔗 Website: https://accountingleadsnow.com/ 🔗 LinkedIn (James Donovan): https://www.linkedin.com/in/jamesbdonovan/?originalSubdomain=ca
In this session of AI in Practice Talks, Jan Haugo explores how accounting firms can stop finding errors at month-end and start catching them at the point of entry. She demonstrates how real-time data validation, AI-powered insights, and smarter workflows can prevent costly rework, reduce delays, and improve overall accuracy. Attendees gained a practical look at how to shift from reactive cleanup to proactive control using modern accounting technology. 🔗 LinkedIn Connect WIth Jan 👉 linkedin.com/in/janhaugo
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/
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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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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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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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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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/
