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The Sage Roadmap to AI - Part 1

While attending the Sage Conference in Atlanta in early June, there was considerable talk about their roadmap for AI, especially as it relates to...

Sage Intacct Available in AWS Marketplace AI-Agents/Tools category

Sage, a leading provider of accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), has announced the...

Xero will triple Bank Feeds in US through Plaid partnership

Xero, a global small business platform, has just announced a strategic partnership with Plaid, a leading financial data network, to eventually...

Today's QB Talks: Workflow App Comparison

Join Debra Kilsheimer and myself for Insightful Accountant's QB Talks show today, July 16 at 2:00 PM Eastern when we will present a "Comparison of...

Top ProAdvisor Profile Opportunity Awaits

More than 125 of the 2025 Top ProAdvisor Award recipients have yet to complete their profiles for our ProAdvisor in Focus feature series. So, while...

Thomson Reuters Unveils New AI-native Agentic Applications

Thomson Reuters has unveiled its new 'Ready to Advise' and soon-to-be-released 'Ready to Review' AI-native Agentic Applications to transform tax and...

Today's Future Forward is Qvinci Period-End Analytics & Reporting

Today's Future Forward covers how Qvinci can streamline your period-end analytics and reporting to deliver enhanced value to your clients turning you...

Requesting Customer Prepayments (Deposits) on QBO Estimates

Have you routinely required customers to make 'deposits' or 'prepayments' for work you propose in an estimate as a requirement of acceptance of the...

Congratulations to the 2025 ProAdvisor Award Recipients

Scaling New Heights was a 'rush' of events, activities, interviews and travel. While we previously published the names of this year's ProAdvisor...

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Oct 27
Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out

Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out

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Transactional vs Advisory: Where Do You Stand?

Transactional vs Advisory: Where Do You Stand?

October 28, 2026 · 12:00 PM ET

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You Already Know Enough: How to Start Your First CFO Advisory Conversation.

You Already Know Enough: How to Start Your First CFO Advisory Conversation.

October 28, 2026 · 2:00 PM ET

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Oct 29
The Weekly A/P: Transforming Ingredients into Intel

The Weekly A/P: Transforming Ingredients into Intel

October 29, 2026 · 2:00 PM ET

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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