Future Forward 600 x 400 (1)
Future Forward September 2024

Client-Centric Service Models Optimizing Advisory Services for Maximum Value

Join Vanessa Vasquez in the webinar "Client-Centric Service Models: Optimizing Advisory Services for Maximum Value." Learn how to better understand your clients' needs, use technology to personalize services, and improve your advisory approach. You'll also get insights into the Be Insightful program, offering exclusive content to help grow your services.

A4 (A to the 4th power)– The impact of Advisory, Analytics and AI on the value of Accounting

Watch the webinar "A4 – The Impact of Advisory, Analytics, and AI on Accounting" to learn how tools like Xero are transforming the profession. Discover how AI and analytics streamline tasks, enhance client insights, and support a shift toward high-value advisory services. Perfect for accountants looking to future-proof their practice.

Grow Your Accounting Practice With Highly Profitable Solo and Multi-Entity Advisory Services in 3 Simple Steps

Hosted at Insightful Accountant's Future Forward Summit, William Murphy, Charles Nagel, and Brad Adams shared valuable insights. Attendees learned about the challenges of advisory services, like managing data and KPIs, and discovered how the Qvinci Turnkey Advisor Program (QTAP) can boost profitability with tools like the Advisory Portal for easy metric reviews and automated reporting.

An AI Driven Tax Season

Led by CPA Christine Gervais, the session shares strategies for leveraging AI to boost efficiency and performance during tax season. It covers data privacy concerns, introduces AI tools like Drake and Avalara for streamlining tax processes, and highlights the Be Insightful premium content program. Participants can earn Continuing Professional Education credits and are encouraged to adopt ethical AI usage policies, implement strong data security, and stay updated on AI advancements in the tax industry.

It’s Time for Radical Pricing

Join Jody Pedar, the Radical CPA, in the webinar "It’s Time for Radical Pricing," where she explores the need for accounting firms to shift from hourly billing to value-based pricing. Learn how to enhance profitability and client satisfaction through productization, client needs assessments, and subscription pricing strategies, while adapting to industry changes and technological disruption.

QB Talks - Future of QuickBooks

In this "QB Talks - The Future of QuickBooks" webinar, hosted by William 'Murph' Murphy, the evolving landscape of accounting software takes center stage. Murph dives into the discontinuation of QuickBooks Desktop post-2025, the launch of Intuit Enterprise Suite (IES) for larger businesses, and alternatives like Xero and Sage 50 Quantum. With a focus on cloud adoption, AI-driven capabilities, and ERP solutions, this session offers valuable insights for businesses navigating the future of accounting software.

Revolutionizing Accounting How to Thrive as an Advisor in an AI

In the "Revolutionizing Accounting: How to Thrive as an Advisor in an AI" webinar, Speaker, Debra Angilletta explores the transformative impact of artificial intelligence in the accounting industry. The session highlights the shift from traditional compliance to advisory services, emphasizing real-time reconciliations and clearer client communication. Key discussions include the challenges of talent retention, the advantages of using AI to simplify complex concepts, and the potential benefits of hiring a client success manager. This insightful webinar is a must-watch for accounting professionals looking to adapt and thrive in the AI era.

Scoring Your Best in the ProAdvisor Awards

The "Scoring Your Best" webinar, presented by William 'Murph' Murphy, wrapped up the Future Forward summit with a deep dive into the 2025 Top Pro Advisor awards. Attendees learned about the ten award categories, from QuickBooks Online (QBO) to Social Media, and key criteria like professional stature and practice performance. The session offered tips on accurate reporting, selecting the right category, and engaging with the QuickBooks ecosystem to boost their chances of winning. The International Pro Advisor awards were also highlighted, encouraging global participation. Attendees were reminded to follow "Top Pro Advisor Tuesday" articles for scoring insights.