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QuickBooks Payroll is really a Workforce Solutions Platform

Almost three weeks ago I wrote a follow-up of our April 1 QBTalks-Apps show during which the QuickBooks Payroll team shared how the product has...

The 1-2-3 of QuickBooks Customer Deposits

Since time began, well at least ‘commerce’, merchants have required their customers to make deposits on goods, merchandise, and services to be...

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...

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Sep 16
Capacity Planning and Staff Utilization

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Migrating From QuickBooks Desktop

Migrating From QuickBooks Desktop

September 16, 2026 · 2:00 PM ET

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Difficult Conversation Every Advisor Must Master

Difficult Conversation Every Advisor Must Master

September 17, 2026 · 2:00 PM ET

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Sep 23
The CAS Opportunity:  CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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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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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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