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2027 Top U.S. Advisor Awards Minimum Requirements

Murph summarizes the Active Client and Current Certification requirements for the 2027 Top U.S. Advisor Awards; International will be covered next Tuesday....
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Busy Season Is Your Best Sales Season.

Every January, tax firms get something most businesses would pay a fortune for: a scheduled conversation with nearly every client, who shows up ready to...
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QuickBooks Desktop, Enterprise and Payroll Certification Changes

QuickBooks Desktop & Desktop Enterprise ProAdvisor Certifications will be sunset 10/23/26; Payroll certification becomes Workforce certification...
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Intuit Welcomes Ten New Accounting Council Members

This Fall's Accountant Council meeting being held at Intuit's Mountain View Headquarters this week will see ten new members joining their ranks including...
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Agricultural Niche more than you Figured, we're here to help.

Are you just realizing that an Agricultural Accounting niche is more than your Figured, well, we're here to help....
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Automating Real Estate Accounting Workflows: What's Possible Today

As smart technology and AI tools become more and more popular, the most successful commercial real estate professionals have increasingly turned to these...
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Free Tax Practice News IRS Tax Professionals National Association Of Tax Professionals NATP

The Hidden Costs of Responding to IRS Notices: A Burden on Tax Practitioners

One of the most significant and often overlooked aspects of tax practitioner time is responding to IRS notices on behalf of clients. This task, while...

Free Tax Practice News IRS Tax Practice Accounting Bookkeeping

Leveraging IRS Online Tools

The Internal Revenue Service (IRS) has been steadily expanding its suite of online tools and services for tax practitioners, aiming to streamline...

Free Insightful Accountant Bookkeeper ProAdvisors Tax Preparer Client Relationship

Client Communication Essentials for Accountants

Whether you're a new accountant or a seasoned professional, it's always good to remember the importance of good communication. Today, we're diving...

Free Tax Practice News Tax Professionals 401(K) Tax Credits Tax Practice Tax Tips

Maximizing New Small Business 401(k) Tax Credits

With the recent changes introduced by the SECURE 2.0 Act, small businesses that offer qualified retirement plans, such as 401(k)s, may now be...

Free Tax Practice News Tax Planners Tax Updates Tax Professionals HSA

Tax Plan Carefully with HSA Recommendations

Health Savings Accounts (HSAs) have gained popularity among employees due to their triple tax advantages: pretax contributions, untaxed investment...

Free Insightful Accountant Vendors Bookkeeper ProAdvisors Tax Preparer Intuit

Peeling Back the Curtain on the Vendor/Firm Relationship

Late spring to early summer is an excellent time to consider what changes you would like to see in your practice. As busy season closes and you have...

Free Tax Practice News IRS IRS Updates Tax Laws Tax Professionals

Utilizing the IRS's Alternative Dispute Resolution Process

The IRS's Alternative Dispute Resolution (ADR) process is a valuable tool that can help clients resolve disputes more quickly and efficiently than...

Free Top ProAdvisors Scaling New Heights Insightful Accountant Conference

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...

Free Tax Practice News Freelance Tax Professionals Freelance Economy

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...

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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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Oct 07
What’s New with Intuit Enterprise Suite

What’s New with Intuit Enterprise Suite

October 7, 2026 · 2:00 PM ET

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Oct 09
Financing Options and Cash Flow: Making the Right Choices

Financing Options and Cash Flow: Making the Right Choices

October 9, 2026 · 11:00 AM ET

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Oct 15
Build an Advisory Firm Clients Stay With

Build an Advisory Firm Clients Stay With

October 15, 2026 · 2:00 PM ET

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Oct 15
Choose Your Firm: What kind of accounting firm do you want to be?

Choose Your Firm: What kind of accounting firm do you want to be?

October 15, 2026 · 3:30 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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