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Nov. 18 QBTalks features Intuit Accountant Suite, ProConnect and more

Join us on Wednesday, November 18, 2026, at 2:00 PM Eastern for QBTalkswhen representatives from both the Intuit Accountant Suite and ProConnect Tax teams...
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Xero and Melio Expand Partnership with Chaney & Associates

Expanded partnership enhances integration to centralize core accounting, payroll and payments for churches and faith-based nonprofits....
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Businesses in the News: Friday, November 6, 2026

A collection of FinTech business news announcements for the period ending November 6, 2026... like an "old-time-newspaper's weekly business news" section....
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Jacob Weberman to discuss I.E.S. at our November 11 Platform Talks

Join the team over at The ERP Update for their November 11, 2026, Platform Talks webinar at 2:30 PM Eastern when they host Jacob Weberman to discuss the...
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QuickBooks Online Advanced Construction Features Update

This article summarizes recent construction-specific feature updates within QuickBooks Online Advanced....
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Your Review Process Is the Bottleneck

In most small tax practices, the bottleneck isn’t staffing or software. It’s you....
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Cas Articles

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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.

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...

Free Tax Training CAS Resources Infinite Ties Ecosystem(s)

Infinite Ties Expands CAS Ecosystem

Infinite Ties, a practitioner-built ecosystem for Client Advisory Services (CAS), has announced an expansion of its online experience. The...

Free CAS Mergers & Acquisitions Integrations Crunchafi BUCS Analytics

Crunchafi Acquires BUCS Analytics

Crunchafi, a leader in SaaS technology for CPA firms and financial professionals, today expanded its platform with more than 150 data integrations,...

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 Advisory CAS The Conversations Behind The Numbers Operations

Not All Revenue Creates Safety

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

Premium Accounting Technology Tech Stack CAS Sheri Radler

Designing a CAS-Ready Tech Stack for Your Firm

How to design a scalable, CAS-ready tech stack that fits your accounting firm. It starts with identifying what you have today, knowing your ideal...

Premium QuickBooks Bookkeeping Automations Workflow CAS

Modernize Bookkeeping Into a Continuous CAS Engine

Modernize bookkeeping to power a continuous, CAS-ready engine.

Redefine bookkeeping as an always-on system, not a month-end event

Most firms that...

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Insightful Accountant Webinars

Webinar Calendar

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Webinars This Month

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 11
Are your Clients Ready for CAS?

Are your Clients Ready for CAS?

November 11, 2026 · 12:00 PM ET

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Nov 11
What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

What Is "Advisory" Anyway? The Different Types, and the One Small Businesses Pay For Every Month

November 11, 2026 · 2:00 PM ET

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Nov 12
Let It Go: Make Room for a Better Busy Season

Let It Go: Make Room for a Better Busy Season

November 12, 2026 · 12:00 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 17
Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

Grow the Team You Have: Getting Your People Invested in New Skills, New Technology, and New Levels

November 17, 2026 · 2:00 PM 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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Nov 24
Your Website: Is It Helping You Win Clients—or Losing Them?

Your Website: Is It Helping You Win Clients—or Losing Them?

November 24, 2026 · 2:00 PM ET

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No webinars scheduled for this month.

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