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Nancy McClelland's Biggest Takeaways of Scaling New Heights 2023

n the summer of 2017, the weeks leading up to that year’s Scaling New Heights conference – apparently I decided to write a blog post describing my...

Tax Professionals' Guide to Assisting Freelance Clients

Post COVID, and with increased focus on technology, the freelance economy continues to grow, tax professionals and practice owners face unique...

Starting a YouTube Channel for Your Tax Practice: A Beginner's Guide

As practice owners, we’re always looking for ways to generate leads and attract new clients. One effective method to achieve this is by starting a...

Proposed Cannabis Rescheduling: Tax Implications and the Need for IRS Guidance

The cannabis industry is on the verge of a significant shift as the Drug Enforcement Administration (DEA) is expected to finalize the rescheduling of...

Thomson Reuters Expands SAP Partnership

Thomson Reuters, a global content and technology company, has announced an expansion of its partnership with SAP as it integrates ONESOURCE Sales &...

AccountsIQ Secures Funding

AccountsIQ, a cloud-based accounting platform, announced that it secured a €60M Series C investment from Axiom Equity, a growth equity fund...

Groceries, Gas and QuickBooks - Inflation Continues

Intuit has announced price changes for QuickBooks Products and Services that will begin to take effect as of August 1, 2024.  Insightful Accountant ...

What's New in QBO: Invoices via Text Message

QuickBooks Payments recently added the ability for QuickBooks users to send their customers invoices via Text-message.

Want to 'migrate' back to QB Desktop?

Several months ago I wrote an article titled, "Hitch Your Wagons 'Pardner' for the Best Migration Yet." That article discussed the complexities of...

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Sep 09
How Faster Collections Improve Tax Reporting Accuracy and Cash Flow Planning

How Faster Collections Improve Tax Reporting Accuracy and Cash Flow Planning

September 9, 2026 · 11:00 AM ET

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Sep 09
The Hidden Cost of Disconnected Tax Workflows

The Hidden Cost of Disconnected Tax Workflows

September 9, 2026 · 12:30 PM ET

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Sep 11
Effective Cash Flow Forecasting: Planning for Growth and Stability

Effective Cash Flow Forecasting: Planning for Growth and Stability

September 11, 2026 · 11:00 AM ET

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Sep 16
Capacity Planning and Staff Utilization

Capacity Planning and Staff Utilization

September 16, 2026 · 11:30 AM ET

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Sep 16
Migrating From QuickBooks Desktop

Migrating From QuickBooks Desktop

September 16, 2026 · 2:00 PM ET

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Sep 17
Difficult Conversation Every Advisor Must Master

Difficult Conversation Every Advisor Must Master

September 17, 2026 · 2:00 PM ET

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Sep 23
The CAS Opportunity:  CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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Sep 24
The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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Sep 29
Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

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Sep 30
When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

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