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Intuit Accoountant Suite AUG, 2026 REGISTRATION

Intuit Accountant Suite

Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.

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Overview
Presenter: Alicia Katz Pollock, MAT, ACN, MOUS
Date : August 28, 2026
Time : 12 PM ET
Duration : 60 mins
Language : English

Speaker's Info

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NOV
04
WED
2:00 PM
ET
New (and favorite) Apps for QuickBooks
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New (and favorite) Apps for QuickBooks

Host & Speaker: William "Murph" Murphy Sponsored by: AvidXchange On November 4, 2026 join Murph as the leaves are falling in cool crisp of the middle of fall, for QBTalks-Apps at 2:00 PM Eastern. Murph will be looking at ‘Newer Apps’ along with some of his favorites, for QuickBooks. Detrack POD, Mayday, Ply Inventory, SysCloud Backup, Tugger, and Zepty eComSync are some of the apps Murph will cover. He will review what each App does, their key benefits, and how they work with QuickBooks, and similar Apps (if any) within the ecosystem (but no comparison will be made). Learning objectives Upon completion participants should be able to: · Select, from the list provided, one or more App Categories you would like covered in a future QBTalks show. · Pick, from the list provided, one or more Apps you would like covered in ‘greater depth’ during a QBTalks show. · Identify, within the list provided, one or more Apps presented in today’s show you would like more information about. · Pick, from the list provided, what ‘free’ opportunity Financially Fit offers to the show’s participants. Because this show will have ‘Financially Fit’ to present a QBTalks-Extra segment following Murph’s Favorite Apps segment, the show will offer 1.5 CPEs for eligible participants (see the CPE section below for CPE eligibility). About CPE for this Show This show includes a QBTalks-Extra segment covering relevant content. To earn the 1.5 CPEs from this show, participants must attend a minimum of 75-minutes of the 90-minute show during both the primary and extra segments, and answer at least four (4) CPE polling questions based on the learning objectives (set forth above*). About our Sponsor AvidXchange Managing accounts payable shouldn't mean drowning in paper, manual data entry, and slow payment cycles. AvidXchange will show how their AP automation solution integrates seamlessly with QuickBooks Desktop and Online to help your team process invoices and make payments faster, easier, and more securely — all while eliminating costly errors and reducing overhead. Participants will also learn how QuickBooks users can leverage robust API integration to help eliminate manual data entry, reduce fraud risk, and pay your vendors faster and easier. About our QBTalks-Extra segment Financially Fit If you just send your client a profit and loss statement and balance sheet and don’t explain the financial statement results, whether trending in the right or wrong direction, the statements don’t help your client improve the financial condition of their businesses. Financially Fit Business software helps you provide great consulting and advisory services with suggestions on how to explain each businesses’ financial trends to the client. And Financially Fit has a special offer for the show’s participants. Registration for QBTalks-Apps If you are registered for QBTalks (and QBTalks-Apps) you are already registered for this special 90-minute version. If you are not registered, you can register HERE.

NOV
10
TUE
11:00 AM
ET
From Bill Pay to CAS: Building Your Firm's Next Growth Engine
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From Bill Pay to CAS: Building Your Firm's Next Growth Engine

Speaker: Yonathan Grigiac, Senior Director of Strategy & Product Marketing, Melio Most firms treat bill pay as a chore. The best ones treat it as a growth engine, and there's real money on the table for firms that get it right. This session is the playbook: who to target and how to market to them, how to price the service so it's actually profitable, and which AP software fits your book of business. You'll also learn how to run it once it's live: automating bill capture with AI powered workflows, turning checks into digital payments, setting up approval workflows, protecting against non sufficient funds and managing communication with vendors. Walk away knowing exactly how to turn bill pay from a back-office task into the on-ramp for higher-margin advisory services. Learning Objectives: After the session, attendees shall be able to: Identify target client profiles and evaluate marketing and pricing strategies for building a profitable bill payment service Compare accounts payable software capabilities and select an appropriate solution based on a firm’s book of business, workflow requirements and growth goals Apply operational controls for AI-powered bill capture, digital payments, approval workflows, non-sufficient funds risk and vendor communications to support efficient service delivery and higher-value advisory opportunities ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Business Management & Organization Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

NOV
10
TUE
12:30 PM
ET
The Software-First Payments Revolution: From Transaction to Trust
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The Software-First Payments Revolution: From Transaction to Trust

Speaker: Griffin Ortale, Sales and Partnerships at Flywire As digital commerce accelerates, software has become the critical differentiator in payments—enabling security, compliance, speed, and user trust at scale. This session explores how software-led innovations are reshaping how payments work, the business impact of design choices, and practical strategies to build payment solutions that customers actually want to use. Designed for teams navigating payments (technical or non-technical), this session bridges product, engineering, and strategy. Learning Objectives: After the session, attendees shall be able to: Understand the role of software architecture in modern payment systems—how design patterns, APIs, and infrastructure decisions directly impact security, compliance, and user experience Identify key business drivers for software-led payment innovation—speed to market, cost efficiency, customer trust, and competitive advantage in global markets Learn practical frameworks for evaluating and implementing payment solutions—knowing when to build, integrate, or partner, and the trade-offs at each stage ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Information Technology Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

NOV
10
TUE
2:00 PM
ET
How to Reduce B2B Credit Card Processing Fees
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How to Reduce B2B Credit Card Processing Fees

Speaker: Sam Johnson, Partner Succes Manager at PayTrace B2B payments are complex, but saving money on them doesn’t have to be. If your clients accept commercial or government credit cards, PayTrace can help reduce their credit card processing fees and accelerate cash flow. Join Sam Johnson, Partner Success Manager for PayTrace, to learn; An overview of interchange and the value that optimized rates provide to merchants and cardholders How to leverage Level 2 and Level 3 processing to reduce the costs of card acceptance on B2B/B2G credit cards The recent changes to Level 3 processing introduced with Visa’s Commercial Enhanced Data Program (CEDP) and how merchants can comply with the requirements What additional features can help companies streamline A/R (software/ERP integrations, credit card surcharging, ACH payments, etc) ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Finance Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

NOV
11
WED
12:00 PM
ET
Are your Clients Ready for CAS?
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Are your Clients Ready for CAS?

Not every bookkeeping client is a CAS client. Learn how to evaluate your existing client base, identify your best advisory opportunities, and prioritize the clients most likely to benefit from expanded services. Speakers: Christine Triantos, Owner at Infinite Advisors, Inc Deneen Dias, Co-Founder & CRO at InfiniteTies

NOV
11
WED
2:00 PM
ET
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month
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What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

Speakers: Dyanna Salcedo, CEO at The CFO Project Everyone in the profession hears they should be moving into "advisory," but the word gets attached to almost anything, from tax and assurance to transactions, technology, CFO work, and plenty more. With that many lanes, it's hard to know which one to choose, how to build an offer you can repeat, or what to charge. That's why so many firms put advisory off or add it and struggle to make it stick. Dyanna Salcedo, CEO of The CFO Project, makes the case for one lane: CFO advisory for small business owners doing $500K to $5M in revenue. You'll see who the client is, the monthly cash flow deliverable that works the same way in any industry, and how a $2,000 monthly retainer adds $24,000 a year in recurring revenue per client. She also covers why accountants and bookkeepers are better positioned for this work than anyone else. After this session, participants will be able to: Explain why the broad use of the term "advisory" makes an advisory service hard to launch, sustain, and scale, and why choosing one lane is the first step in building it. Define the role of a CFO advisor to a small business, and differentiate it from a Fortune 500 CFO role and from fractional CFO work. Identify the small business client who needs CFO advisory, including revenue range, ownership profile, and the common challenges that signal demand. Describe a structured monthly CFO advisory deliverable built around cash flow, and explain why the same process can be repeated across clients in any industry. Calculate the recurring annual revenue of a monthly advisory retainer, and identify the technical skill, client trust, and business context that position accountants and bookkeepers for the role. _______________________________ CPE Credit: 1 Subject Area: Business Management and Organization Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

NOV
13
FRI
11:00 AM
ET
Capital Expenditure Decision-Making: Maximizing ROI
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Capital Expenditure Decision-Making: Maximizing ROI

This month on Cash Flow Mastery, Cash Flow Mike will explore how capital expenditure (CapEx) decisions impact cash flow, debt, and business valuation using the Start With the End in Mind approach. Learn why evaluating major investments with long-term financial goals in mind can help businesses make smarter decisions and protect their financial health.

NOV
19
THU
2:00 PM
ET
DEBunk'd: The Lies Keeping Firms Small
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DEBunk'd: The Lies Keeping Firms Small

Speaker: Debra Kilsheimer Some ideas deserve respect. Others deserve interrogation. This special DEBunk’d session challenges outdated beliefs that quietly limit growth, pricing, confidence, leadership, and innovation inside accounting firms. Expect strong opinions, uncomfortable truths, and practical ways to think differently. You may feel slightly attacked. That usually means the class is working. Learning Objectives: · Identify limiting beliefs affecting firm growth · Challenge outdated industry assumptions · Develop a more modern and strategic mindset

NOV
19
THU
3:30 PM
ET
Talking AI to Clients: How to have the AI conversation without losing the client
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Talking AI to Clients: How to have the AI conversation without losing the client

Speaker: Donna Reade & Rob Hamilton Sponsored by: Digits Words that build trust vs words that spook clients ● Positioning AI as "more of you, faster," not "less human, cheaper" ● Scripts for the three reactions you'll get: excitement, fear and indifference Clients don't need a lecture on machine learning. They need confidence. Donna Reade of Blazr Accounting and Rob Hamilton of Digits hand you the language to talk AI without losing trust.

NOV
20
FRI
1:00 PM
ET
App Academy in November 2026
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App Academy in November 2026

Take control of cash flow with Melio 1:00 -1:30 PM ET Presenter: Dylan Schuerman Melio is a centralized B2B payments platform that helps businesses and their advisors manage all aspects of their cashflow through accounts payables, receivables and expense management, all in one centralized dashboard. Explore how Melio can bring greater flexibility and control to business cashflows, helping you save time on payments and eliminate manual and tedious tasks. We'll take a high-level look at the platform's flexible payment methods, automated AP workflows and accounting sync capabilities. Payments in Action: Building Software That Powers Global Transactions 1:30 -2:00 PM ET Presenter: Griffin Ortale, Sales and Partnerships Watch how modern software platforms integrate payment infrastructure to deliver seamless, secure, and scalable transaction experiences. This live demo showcases real-world payment flows, integration patterns, and the technical decisions that enable businesses to grow globally. Perfect for developers and technical decision-makers looking to understand how payments fit into product architecture. Using QuickBooks Online Payment Automation Workflows 2:00 -2:30 PM ET Presenter: Sam Johnson, Partner Success Manager No accounting system does everything out of the box, not even QuickBooks Online. You and your clients need secure accounts receivable solutions that include: ● Digital invoicing that can be customized and branded ● Terms, discounts, and fee options that can be set at the customer and transaction level ● A simple, online client portal that lets customers self-service their payment experience In this demo, see how PayTrace bridges common A/R gaps in QuickBooks, helping to reduce manual time spent processing payments and accelerating financial month-end close.

NOV
24
TUE
2:00 PM
ET
Your Website: Is It Helping You Win Clients—or Losing Them?
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Your Website: Is It Helping You Win Clients—or Losing Them?

Speaker: Gary DeHart Your website shouldn't simply tell visitors what your accounting firm does. It should help the right prospects recognize that you understand their needs, trust your expertise, and take the next step toward becoming a client. This session is going to be a working session where attendees take a critical look at their own website in order to identify update opportunities and ensure that their site is represents their firm well so that it DOES help win clients, not lose them. By the end of the session, participants will be able to: 1) Evaluate their accounting firm's website from the perspective of an ideal prospective client, identifying weaknesses in messaging, navigation, credibility, and conversion opportunities. 2) Identify website elements that communicate a firm's positioning, demonstrate expertise, establish trust, and encourage prospective clients to take action. 3) Develop a prioritized website improvement plan using a practical self-assessment and recommendations discussed during the session.