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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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Premium Advisory CAS Pricing The Conversations Behind The Numbers

Why Accounting Professionals Struggle to Price Advisory Services

One of the questions I was asked recently was why so many accounting professionals struggle to price advisory services confidently.

Artificial Intelligence Advisory AI The CFO Project CFO Talks Dyanna Salcedo context

AI Is Changing Accounting. Your Next Opportunity Starts With a Conversation.

You see a client’s margins slipping or question whether they can afford their next hire. You recognize the concern—but do you bring it up?

Niche Practice: Agriculture Advisory CAS Figured Agriculture, Farming, Ranching Dr. Christine Gervais of Tax Practice News

Should I Sell or Hold My Harvest

You may have seen that we are running a short webinar series with Figured and want to learn more.  

Premium Business Growth Advisory CAS AI AI Adoption

Four Ways Your Firm Can Enter AI Advisory (Without Buying a Consultancy)

On Tuesday morning, Oct. 6, Citrin Cooperman announced that it had acquired Rosetree Solutions, an AI consultancy that has served as a launch partner...

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The Cost of Invisible Work

In my previous column, Decision Dependency, I shared how what initially appeared to be a collections problem turned out to be the financial...

Premium Financial Statements Advisory CAS Financial Forecasting The Conversations Behind The Numbers

What Financial Statements Can’t Tell You

Financial statements are one of the most important tools we have for understanding a business.They tell us what happened.

Premium Business Growth Decision-making Advisory The Conversations Behind The Numbers

When Revenue Becomes a Distraction

"How much revenue should we be doing?"

Premium Business Growth Advisory CAS The Conversations Behind The Numbers Operations

Not All Revenue Creates Safety

One of the assumptions many business owners quietly carry is this:

Free Cash-flow Profitability Advisory Ecosystem Enlightenments QuickBooks Integration Financial strategies Clear Path to Cash Advisor

Ecosystem Enlightenment: Clear Path to Cash Advisor

This Ecosystem Enlightenment focuses on Clear Path to Cash Advisor.

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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

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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Nov 19
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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