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The Point of No Return: Reap Revenue Opportunities Beyond Tax Preparation

Tax and accounting professionals discuss how firms can leverage the information they have from their customers to increase their business beyond tax preparation.

Making The Jump From Brick & Mortar to Remote in 2021

Firms have already been exploring remote work models when the 2020 Pandemic hit, but the shutdown accelerated the move to remote. How can you make the move to a remote firm work for your practice in 2021? Learn how to hire remote staff, thrive with your remote teams and clients, and the details you'll need to get remote right this year.

Advanced Techniques to Automate and Standardize Your Workflow

This webinar will uncover how Intuit Practice Management allows firms to leverage technology to automate and standardize workflows so you can focus on your business and powering prosperity for your clients.

Take advantage of modern technology to automate common, time consuming tasks, so your team can give your clients more attention and deliver higher quality services. Implement standard operating procedures to optimize efficiency, while keeping everyone aligned to your firm’s goals from some of the industries leading firm’s best practices.

2021 Technology Roadmap Workshop for your Firm

Get your firm in gear for the upcoming busy season with a technology roadmap.

Establish a deep understanding of your strengths and areas in need of improvement in the six key technology aspects of your firm.

Develop technology strategies to address those issues

Create a prioritized plan to implement those strategies

Building a World Class Accounts Payable Service

Every business deals with accounts payable but very few firms understand how to outsource accounts payable effectively?

Processing Accounts Payable in a timely manner is vital task for any business to run smoothly. Successful businesses smartly manage their accounts payable to reduce costs and efficiently manage the vendor activities.

Key Trends & Changes in Cloud Security

2020 was a year of rapid-fire implementation of cloud technologies for firms needing to shift to working with their clients virtually. But in the pace of moving clients to the cloud, some firms did not get the opportunity to get their clients up to speed from the perspective of security.

In this session, Garrett Wagner, CPA, CITP will explore the key trends & changes that are evolving in the cloud environment to offer expert insights to help firms in developing and implementing key security practices for their firms and their clients.

Client Advisory Trends Every Accountant Should Know About in 2021

In our year-end survey of accountants, over 80% agreed with the statement "I advise my clients on topics outside of just accounting."

The most common topics discussed included new legal regulations (like PPP), technology, and how to handle the shift to remote work, making it clear that client advisory services are now more central to an accountant's success. In this webinar, we'll share the top trends every accountant should be prepared to advise their clients on in 2021.

Guide to Paycheck Protection Program (PPP) Loan Forgiveness

2020 is coming to an end and it is still unclear how the Paycheck Protection Program (PPP) loan forgiveness works. Join Zoho as they clear some of these uncertainties up.

During this session, we will take a deep dive into the PPP forgiveness form and cover details regarding loan forgiveness and potential complications.

The Intuit Practice Management Onboarding Experience

In this webinar we will discuss how Intuit Practice Management's onboarding process sets your firm up for success. Hear real stories of how Intuit's skilled team partners with firms to make sure each firm has exactly what it needs every step of the way.

The onboarding process goes beyond signing into the application and loading some data. We work with our firms to determine what their system needs to look like, including in-depth training on how to use the product, and follow ups after going live to ensure everything is going smoothly.

QBO for Contractors

While Contractors frequently use QuickBooks Desktop to manage their finances, QuickBooks Online has solid tools for estimates, progress invoicing, and job costing time and materials. Join Alicia to take a look at QBO's Projects Center, to see if its ability to job cost time and materials will meet the needs of your construction company.

Strategies for Complete Visibility Across your Firm

In this webinar Jeremy and Clayton will demonstrate how you can use Intuit Practice Management to gain clarity over what your team is working on, where you stand with all of your client relationships, and ensure you have insight into staff capacity to recognize bottlenecks so you can make quicker and better informed decisions.

Tax Surprises: Cryptocurrencies and Future Fun

The rise of Cryptocurrencies, and the IRS interest in them, surprised some tax preparers. In this webinar, we will review this topic, which is prominently noted on the top of the 1040 form.

We will also discuss tax planning for 2021 and possible future changes -- maybe reducing future surprises.

How to Work with Remote Clients Using QuickBooks Desktop

More clients and employees are working from home now than ever before; and during this period of change and uncertainty, the cloud has played a vital role helping them continue to access their tools and applications remotely.

Not only does the cloud offer security and the flexibility to shift as business needs change, it also allows users to access their QuickBooks data using one reliable, secure platform from anywhere.

Will Retail Rebound This Holiday Season and Into 2021?

Are you a QuickBooks ProAdvisor with retail clients who are transitioning to e-commerce? Is your firm interested in building a profitable niche within the retail and e-commerce vertical—or helping clients supplying these businesses navigate the “new normal” in these industries? If so, you’ll get the goods to grow your firm in this webinar.

In 60 minutes you’ll take away a key insights about the retail and ecommerce verticals including new growth opportunities and effective business development strategies for attracting these clients and expanding your relationships with them.

Outsourcing 101 for Accountants & Bookkeepers: Strategies and Tips to Outsourcing

Have you often thought of outsourcing but never took the steps? Worried about the time and money investment needed to implement an offshore partner relationship? Do you wonder how outsourcing impacts your data security?

Research indicates that 30% of accounting firms across the US have already outsourced their accounting with another 50% planning to do so in the next 2 years.

Offshoring by CPAs/Accountants/Bookkeepers has become a critical step towards having the resources and cost structure necessary to meet market demands. Thousands of accounting firms are outsourcing and saving millions of dollars in doing so.