Outsmarting Cyber Threats in the AI Era: Essential Knowledge and Protection
Tune in this webinar exploring the intricate landscape of cyber threats in the AI era. As professionals, safeguarding data in this rapidly evolving digital environment is a paramount responsibility. This session will shed light on how common cyber crimes are becoming increasingly sophisticated and challenging to detect, alongside the new vulnerabilities introduced by AI advancements.
Learn essential strategies for effective prevention and protection, highlighting the indispensable role of Cyber Insurance as a financial safeguard. Ideal for businesses dedicated to fortifying their cyber defenses, this webinar is a critical resource for navigating digital security challenges and fulfilling professional obligations in the digital age.
Sales Tax Tips for QuickBooks
Join expert Robin Hall from VARC Solutions in this lively and informative discussion where we layout common pitfalls of sales tax compliance for QB users and show how you can avoid them.
The Wayfair decision created new sales tax rules but those rules can be complex and are frequently changing. States are looking for more ways to make up their revenue gap by auditing and collecting unreported taxes. Small businesses in particular are in the spotlight with their exponential growth of e-commerce sales that often trigger new tax risk.
Leveraging QuickBooks to Provide Advisory Services: Grow the Bottom Line for Clients & Your Firm
Many, if not most of your clients likely rely on Intuit’s QuickBooks to handle bookkeeping. Indeed, QuickBooks possesses 80% of the SMB market share. But increasingly, Intuit is pushing its customers to its Online platform and the QBO ecosystem. What does this mean for the future of your client base and what can you do to help them retain the integrity and robust nature of their data and reporting?
Join Lisa McCarthy, Co-Founder and Chief Strategy Officer at Out of the Box Technology as she takes you into the future of small business accounting, outlining a path forward replete with seamless, best-in-breed solutions and growth opportunities for all stakeholders by creating a migration path to QuickBooks Online and its full ecosystem. If you are looking to provide consultative value to your client base of QuickBooks users, this is a session you must not miss!
Mindset Mastery: Unlocking Your Potential for Personal and Professional Growth
Do you often find yourself thinking negatively or getting stuck in negative thought patterns? Have you ever identified and challenged negative thought patterns in yourself? Do you feel that you have the power to change your circumstances through changing your mindset? Are you open to learning and trying new things to improve your mindset?
If so, then this session is for you! Join Kathy Grosskurth as she introduces the concept of being in the right mindset and its importance for personal and professional growth. She also shares her personal story of getting into the right mindset and offers practical ways of developing and cultivating a positive mindset.
How Offering AP Can Grow Your Firm's Revenue
Discover the revenue-boosting potential of incorporating Accounts Payable (AP) services into your firm's portfolio. Tune in this session as we delve into the advantages and strategies for providing AP as a specialized service. Gain insights on structuring and approaching AP offerings to not only meet the unique needs of your firm but also cater to the expectations of your clients. Explore the transformative impact of automation through Plooto, and learn how adopting cutting-edge technology can elevate your service, setting your firm on a path to sustained success.
Elevate Your Firm: How to Gain Trusted Advisor Status
In recent years, accountants have faced a number of challenges, from navigating new laws and regulations to assisting small business owners through hiring shortages, inflation and supply chain disruptions. Amidst these challenges, one thing has become clear: accountants have a unique opportunity to become trusted advisors to small businesses. With access to a small business finances, accountants can play a pivotal role in various aspects of their operations.
Grow Your Practice With Custom Reports
Creating useful reports for your clients doesn't have to take long. This session will show you how to create custom reports in a fraction of the time with Xero's report templates. And, we'll share how custom reports can be the first step to offering more valuable services to your clients.
Panel Discussion: Navigating Tax Season with the Perfect Toolkit
As tax season approaches, we understand the importance of having the right strategies and tools at your disposal to ensure a smooth and successful season. That's why we're excited to invite you to our upcoming panel discussion on the Tax Season Toolkit.
Debunking the Myths Around Advisory Services
In this webinar, we will feature a panel of industry experts who will delve into the reasons why many firms have struggled to transition from compliance-focused accounting to more strategic advisory services.
They will debunk common myths surrounding advisory services and highlight the immense potential for growth and monetization that comes with this transformation.
Leveraging QuickBooks: Grow the Bottom Line For Your Clients and Your Firm
Many, if not most of your clients likely rely on Intuit’s QuickBooks to handle bookkeeping. Indeed, QuickBooks possesses 80% of the SMB market share. But increasingly, Intuit is pushing its customers to its Online platform and the QBO ecosystem. What does this mean for the future of your client base and what can you do to help them retain the integrity and robust nature of their data and reporting?
Join Lisa McCarthy, Co-Founder and Chief Strategy Officer at Out of the Box Technology as she takes you into the future of small business accounting, outlining a path forward replete with seamless, best-in-breed solutions and growth opportunities for all stakeholders by creating a migration path to QuickBooks Online and its full ecosystem. If you are looking to provide consultative value to your client base of QuickBooks users, this is a session you must not miss!
Business Metrics: You're Tracking Data But Are You Using It To Improve?
All accounting firms have metrics. From client numbers, revenue, time spent, and more. But are you maximizing your data to make positive real world decisions about how you do your business?
Canopy data experts, KC Brothers, and Malcolm Felt discuss ways to better track your data, and ways to interpret it to improve your business. Whether you use practice management software with built-in reporting, like Canopy, or track your data in other ways, they will reveal the secrets hidden in your data and make your firm more efficient.
Top 10 Xero Features From a Xero Certified Advisor
Whether you're a new Xero user, or just curious about how Xero might help your firm and your clients, this session is for you. Join a Xero Certified advisor as they share the top 10 things they love about Xero. They'll discuss what Xero brings to the table to help your practice grow, improve client satisfaction, save you time and money, and more.
Client Hub Live Demo and Q&A
Client Hub Live Demo and Q&A with Judie McCarthy
Build A Tech Stack Strategy
Tune in to explore ways to expand your services past tax season and offer more value to your clients.
We'll discuss how to create tech stacks for clients in different phases of their business journeys, as well as ways that you can use Xero to drive efficiencies in your practice.
FTC Safeguards Rule Compliance - Q&A with Steve Perkins and Andrew Lassise
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.
