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A Comparison of Five Mid-market ERPs

Earlier this year I published a summary of four of the five ERPs contained in the graphic below within Insightful Accountant. At that time,...

Amazon Accounting 101: What Every Bookkeeper Needs to Know Before Taking on a Seller

So…you took on (maybe even accidentally), or are thinking about taking on, your first Amazon client, opened up their books, looked at the deposits...

Real Estate Accounting: Loan and Debt Tracking

Managing debt well is a crucial aspect of commercial real estate.

When leveraged properly, loans can help you grow your business and improve your...

The Real AI Story in Tax and Audit Isn't Adoption — It's Impact

For tax and audit leaders, the challenge is not deciding whether AI matters but ensuring it is applied in ways that are trusted, defensible, and...

Update about QuickBooks Bank Feed Changes

Intuit is rolling out their newest rendition of Bank Feeds to QuickBooks users on May 8, 2026. We previously reported that Intuit had indicated the...

App Aware: Omni by Artifact AI

Omniby Artifact AI is a workflow orchestration platform designed specifically for accounting and Client Advisory Services (CAS) firms.

App Aware: Navi

Navi is an accounting advisory technology designed to elevate client conversations into measurable growth opportunities. Unlike traditional AI tools...

Focus on Cash Flow History rather than Profit to Forecast Your Future

Cash is not Profit, Cash Flow history tells you more about the future than Revenue ever will.

Advisor Alliance: Pilot Local Partner Program

 Pilot is a leader in AI-powered bookkeeping and advisory solutions for SMBs and startups. They have just announced the launch of the Pilot Local...

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Aug 12
QBTalks-Apps: QuickBooks Capital The New QuickBooks Lending Overview

QBTalks-Apps: QuickBooks Capital The New QuickBooks Lending Overview

August 12, 2026 · 2:00 PM ET

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Aug 14
Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations

Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations

August 14, 2026 · 11:00 AM ET

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Aug 18
Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future

Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future

August 18, 2026 · 2:00 PM ET

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Aug 20
TPN Tax Talks August: Tax Tech Stack and AI

TPN Tax Talks August: Tax Tech Stack and AI

August 20, 2026 · 12:00 PM ET

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Aug 20
Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions

Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions

August 20, 2026 · 2:15 PM ET

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Aug 20
AI Talks: MCP Explained: How to Make Your Tools Work Together

AI Talks: MCP Explained: How to Make Your Tools Work Together

August 20, 2026 · 3:30 PM ET

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Aug 25
IA Marketing Talks: The 4-Question Fix for Closing Better Clients

IA Marketing Talks: The 4-Question Fix for Closing Better Clients

August 25, 2026 · 2:00 PM ET

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Aug 27
Figured: From Compliance to Advisory: Building an Ag Accounting Practice

Figured: From Compliance to Advisory: Building an Ag Accounting Practice

August 27, 2026 · 12:00 PM ET

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Aug 28
Suite Success: Running Your Entire Firm with Intuit Accountant Suite

Suite Success: Running Your Entire Firm with Intuit Accountant Suite

August 28, 2026 · 12:00 PM ET

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