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The New CAS Niche: How to Create a Cryptocurrency Advisory Service
Cryptocurrency, Bitcoin, virtual currency tokens, are you ready to leverage your clients’ need for tax and accounting expertise in these areas? If not, this session will bring you up to speed on what tax and accounting professionals need to know to create a revenue stream based on cryptocurrency advisory services.
Strategies, Best Practices and Tools to Provide Advisory Services to Your Clients
With inflationary pressures mounting and recessionary clouds looming, accounting firms, self-employed accountants, and private-practice bookkeepers must prepare to advise their clients on how to effectively weather the approaching economic storms. The question is, how can you provide recession-proofing advisory services in an efficient and profitable way?
Implementing Tech Workflow Strategies for Niche Practices
A talk by Dawn Sabo. Once you have established one or more niches in your firm you will need to have the right tech stack and integrations with efficient workflows to service your new or expanding client base.
Key Niche Strategies for Exponential Firm Growth
A talk by Gregg Bossen. The way accounting professionals manage their niche strategies is changing from a pricing, productizing, and selling perspective. Understand these changes and how you can leverage them in this session.
What's New for QuickBooks 2023
Gain insights on the latest product updates for QuickBooks. Stay up to date as we head into the QBConnect conference and 2023 with contributing author of Insightful Accountant, Liz Scott and senior editor of Insightful Accountant, William “Murph” Murphy.
Generating Year-Round Tax Revenue with Niche Services
A talk by Paul Hamman. Make tax season 2023 the turning point for your firm and eliminate the need to depend solely on transactional, revenue-limiting; tax compliance and preparation work by implementing reasonable compensation reporting to drive your advisory relationships with your clients to create more value and revenue.
On the Horizon Trends for 2023
Ready to take advantage of today's accounting technology trends and seize the latest opportunities? Discover how you can keep your data secure and safe using the latest technological advances. Plus, find out how to create a workplace culture that supports employee wellness and productivity.
Tried & True Plus Some New: Profitable Accounting Niches
A talk by Gregg Bossen, Diane Gilson, Kelly Gonsalves & Kristen Nies Ciraldo. Get new insights on tried-and-true niche markets including construction, ecommerce, non-profits, restaurants, and some emerging niches worth considering for 2023. In this session you will learn:New areas of growth in which you can develop one or more niche practices.How to use new pricing and service strategies to grow your existing niches.Specific technologies to implement to create true efficiency and productivity in your niche-based tech stack and firm operations.
Training Your Team to Protect Your Firm
Think that technology is the only thing you need to worry about when it comes to mitigating cybersecurity and data breaches? Think again! The people who work in your firm, work with your firm, and provide services to your firm may pose some of the greatest threats of all. In this session you’ll learn how to identify potential human-based risks and vulnerabilities plus learn how to train your team and monitor access to your sensitive systems and data so you can protect your firm.
Xero Security for 2023 & Beyond
If your practice is based on Xero for your accounting software, you need to make sure that all potential cybersecurity gaps are covered, especially if you are integrating other solutions, having multiple team members on the platform, and sharing information with clients. Learn from a top Xero firm the most current security considerations and best practices for the coming year and beyond.
QuickBooks Security for 2023 & Beyond
If your practice is based on QuickBooks for your accounting software, you need to make sure that all potential cybersecurity gaps are covered, especially if you are integrating other solutions, having multiple team members on the platform, and sharing information with clients. Learn from a top QuickBooks firm the most current security considerations and best practices for the coming year and beyond.
The Bank Your Brain Blueprint™ 8 Steps for Building and Monetizing an In Demand - Part 1
Do you have a passion for sharing your professional knowledge with other professionals and your clients? Would you like to be able to build a personal brand and monetize your intellectual property in the accounting channel? Then join Gary DeHart, publisher of Insightful Accountant and Tax Practice News and CMO, Gaynor Hardy Meilke, in the first part of this discussion the first four steps of a proven process for making bank with your brain.
The Bank Your Brain Blueprint™ 8 Steps for Building and Monetizing an In Demand - Part 2
Join Gary DeHart publisher of Insightful Accountant and Tax Practice News and CMO, Gaynor Hardy Meilke, for the second session of this actionable webinar, to learn the second part of the proven, step-by-step process for monetizing your professional knowledge in the accounting channel. Based on the forthcoming book, The Bank Your Brain Blueprint™: 8 Steps for Building and Monetizing an In-Demand Professional Knowledge Brand™.
Building a Team for the New Workforce Reality--Milennials, The Great Resignation
Many businesses are struggling to attract, train, and retain qualified talent, and the accounting profession is experiencing these challenges like never before, so how can you build and motivate a multi-generational, diverse, and highly competent in the context of today’s current workforce reality? This panel discussion will provide you with key insights and best practices for staffing your firm right in time for the busy season.
Staffing and Retaining Talent Best Practices
How do successful firms staff for scaling, security and exceptional client experiences? Learn from two CPA firms that are taking unique approaches and implementing modern best practices in order to recruit, retain, and reward their teams. Whether you have a team of two twenty, you’ll be able to implement the suggestions and insights from this session immediately in your firm.
Streamlined & Secure-Practical Security Lessons
You have the freedom to work from anywhere (everywhere), anytime from any internet-connected device. You can collaborate in real-time or asynchronously with people as all your data is available to everyone seamlessly. You are not tying up resources - storage or financial - in servers and IT protocols tied to location based devices and data. However, running a cloud-based business is not without its perils.
Be Cyber Aware and Secure
Cybersecurity insurance is no longer a “nice to have” for accounting and bookkeeping practices. It’s an essential component of meeting the IRS compliance requirements for data security, ensuring your business continuity, and protecting your practice. Learn how to get the right coverage and avoid potentially devastating coverage gaps with noted cyber insurance expert Rob Ferrini. Rob will bring his experience counseling clients to this session to discuss how to best protect your accounting firm’s brand, value, and assets in the face of growing data breaches and ransomware attacks.
Conference Kick Off Using Technology to Differentiate Your Client Experience
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Conference Kick Off Taking Stock of Your Tech Stack Post Tax Season
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Xeroing in on Integrations
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Whet Your App-etite for What's New in QBO and the QB Ecosystem
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Insightful Accountant's Top 100 ProAdvisor Quick Tips
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