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Are You a ProAdvisor with 'The Right Stuff'?

In preparation for a 2021 webinar on the Top Advisor Awards, Matt Fulton identified the traits of a Top ProAdvisor. They are still just as true today as...
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Code TT Is Coming for Your January

Every filing season has one small box that swallows an outsized share of staff hours. This year, keep your eyes on Box 12, Code TT of the Form W2....
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Live at SuiteWorld 2026: NetSuite Advances Vision of Autonomous Suite

Oracle NetSuite, the #1 AI Cloud ERP, has today announced new AI capabilities that help organizations apply business expertise, automate more work, and...
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Why Are You Procrastinating? Jump on Intuit Accountant Suite Now!

Why are 56% of Accountants, Bookkeepers and ProAdvisors procrastinating about switching from QBO-Accountant to Intuit Accountant Suite?...
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An AI-Native Accounting Firm Turns Continuous Close to Their Advantage

Donna Reade, founder of the YouTube channel Bookkeepers on Fire and the accounting firm Blazr Accounting, has firsthand experience of how modern...
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Are You Ready for Intuit Connect? I am...

I don't know about you, but I'm counting down to the start of Intuit Connect 2026 in Las Vegas, October 26 through 28....
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Will There Even Be a 2025 Desktop Release?

I am beginning to doubt that any 2025 QuickBooks Desktop version(s) will even be released. Today is August 1, and Beta-test members would typically...

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Remote Worker Classification: A Guide for Tax Professionals

Federal law changes this year have shed new light on employee and contractor classifications. Employers need to take a close look at how employees...

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Murph's QB 2024 Product Summary

This article was originally published on InsightfulAccountant.com in September 2023 and has been moved to this site in its entirety.

Intuithas just...

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Enhanced List Search in QuickBooks 2024 (Desktop)

About QuickBooks 2024 Enhanced List Search Features

For 2024, enhancements have been made to the Search Look-up functionality related to the lists...

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Ready To Be Insightful? We'll Teach You How

Insightful Accountant launched it's premium content and training solution in June designed to help you grow and manage your practice through...

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A Cautionary Tale for Tax Practitioners

The recent case of Gagliardi v. Prager Metis CPAs LLC (No. 1:23-cv-07454, S.D.N.Y. 2024) has sent ripples through the tax preparation community,...

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2025 U.S. ProAdvisor Minimum Qualifications

You can apply for the 2025 U.S. ProAdvisor Awards HERE or nominate a U.S. ProAdvisor HERE.

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Thomson Reuters launches new AI-Assisted Research skill for Checkpoint Edge with CoCounsel

Thomson Reuters®, a global content and technology company, has announced the launch of Checkpoint Edge with CoCounsel, which is generally available...

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Migrating From QuickBooks Desktop Pro/Pro-Plus

 In a February 1, 2024, QuickBooks Blog article titled QuickBooks Desktop to stop selling to new U.S. subscribers, Intuit published its public...

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Webinars This Month

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

October 27, 2026 · 2:00 PM ET

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Oct 28
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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Oct 28
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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