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How GruntWorx Can Save You Time & Money

GruntWorx technology is affordable and easy-to-use – helping tax professionals achieve immediate and dramatic improvements in productivity. GruntWorx products require no knowledge of tax documents and allow you to hand of the “grunt work” of document organization and data entry to support staff.

GruntWorx is also backed by a free, best-in-class support staff, providing fast, accurate answers to customer questions. The bottom line for your firm is better profitability.

A Strategy for Success for Your Privately Held Company Clients

An in-depth look at the things that mean the most and are most impactful to business owners....

✅ Cash...where does it come from and how is it used? Are we matching short and long term financing with short and long term uses? 
✅ Financial performance...a review of the Income Statement and Balance Sheet. How do the financials compare to related companies in the market? 
✅ Strategic View...where do we go from here? Where is the company in 3,5,10 years and how do we get there?

Accountants Choose Divvy for Expense Management & QBO Integration

Divvy is an expense management platform designed to streamline business needs. We'll dive into how accountants and bookkeepers can harness this technology to improve business operations. Accounting professionals recommend Divvy because it syncs directly with QuickBooks Online. It also offers general ledger mapping for importing expenses when creating budgets and user permission controls.

How to Grow Your Practice Through Advisory Services

Add six figures to your practice by offering a service that your clients really want especially in times of trouble. The CFO Project System is an exclusive program just for CPAs, accountants and bookkeepers to start offering a scalable CFO service that actually gets results for your clients.

The Outsourcing Advantage for Accounting Firms: BUILD, SCALE & THRIVE

Effective Outsourcing by Accountants has become a critical step towards having the resources and cost structure that is optimum and necessary to meet the market demands. Thousands of professionals are already outsourcing and saving millions of dollars those not doing the same are finding themselves priced out of the market. In this webinar, we show you how to join that club by incorporating a blended-shore outsourcing model into your business plan. 

During this webinar, our speakers Jim Merrill and John Bugh will deep dive in to some of the most pressing challenges of the industry, and their solutions, and how you can easily save 40-60% of your monthly operational expenses.

Creating a Future-Focused Secure Firm

You don't have to be an IT Specialist to keep your firm secure and safe. Creating a security partnership involves building a relationship with another organization or individual to share resources, knowledge, and expertise related to security.

As we approach tax season wrap up, it is essential that accountants take proactive steps towards securing their firms from potential cyber threats or data breaches that could arise due to hackers sending out phishing emails.

View this webinar to learn how you can partner with Swizznet and leverage their expertise and resources to enhance your organization's security.

Crypto 101 for Accountants and Bookkeepers

Cryptocurrency is continually evolving, which is why you need an expert that can not only understand the landscape but anticipate where it’s heading.

Join Matthew May, Co-Founder of Acuity and Anthony Zepeda, Crypto Practice Manager at Acuity as they discuss cryptocurrency for accountants and bookkeepers.

Don't Forget Sales Tax During the Yearly Close!

Most people find out the sales tax reports don't match the information in the federal income tax and corporate tax returns during an audit, i.e. the most expensive time. Don't let this happen to you.

Pass Through Entity State Tax Law Changes

Join Tax Practice News contributing editor Christine Gervais as she discusses how changes to state composite filing regulations for pass through entities have allowed some pass through owners to take advantage of greater deductions for state taxes otherwise limited on their personal returns.

Tune in to learn more about this critical tax planning strategy for your pass through business clients.

Digital Marketing For Accountants: How To Win New Clients Online

When the oldest millennial turned 40 in 2020, going digital became the expectation in to keep up with the clients expectations. From acquiring them online to servicing them with technology, you cannot miss out on the best digital marketing and technology strategies in 2022 for your accounting firm.

This webinar aims to provide attendees an overview of the priorities in digital marketing, tools and channels to use to reach your targeted audiences.

How To Overcome Inefficiencies to Build a Modern Accounting Firm

Every accounting firm wants its practice management process and software buttoned up and bulletproof, but there are common inefficiencies that slowly bring down even the best firm if they're not addressed.

Why SmartVault is Dawn Brolin's Tax Season MVP for 10+ Years!

Maximizing the true profit potential of your practice during tax season is only possible if you have A-players on your team. SmartVault has been part of accountant and certified fraud examiner Dawn Brolin’s Starting Lineup for more than 10 tax seasons. In this webinar learn why Dawn considers SmartVault the Most Valuable Player in her tax season workflow--before she even starts a tax return!

Dawn will share with you all of her time-saving, productivity-boosting tax season workflows to help you maximize the power of SmartVault’s integrations with other key players in Dawn’s tax season playbook including Karbon, Lacerte, and Liscio.

Tech Stack Solutions To Grow Your Practice

Traditionally accountants fall into three broad categories bookkeeping/accounting services, tax compliance, and auditing. However, for many businesses, accountants play the role of trusted business advisors.

Through the years, newer roles/services/technologies have allowed modern accountants to add value-added services to their portfolio. Join the Zoho Finance team as they explore these trends and how an accounting firm can use these services to grow its practice.

Managing High Performing Virtual Teams

It can be challenging to build a high-performance team that effectively balances the demands of productivity and collaboration with the bottom line. This is especially true now as we all navigate a new, digital-first operating context where remote work is a given.

Get practical insights on how to best lead and empower your team in a virtual setting.

How to Command Premium Pricing by Leading with Advisory

This webinar is for under-utilized, over-worked and under-paid partners in tax, accounting, and bookkeeping firms who want to transform their firms by building a firm focused on target clients, commanding premium pricing and leading with advisory.

Firms are working harder and more than ever sacrificing quality of life while not being rewarded for the value they create.