OCT

07

WED

2:00 PM

ET

Premium

What’s New with Intuit Enterprise Suite

Host: William "Murph" Murphy Presenter: Intuit Team Join us at 2:00 PM Eastern on October 7, 2026, for our QBTalks-Apps Show which is all about Intuit Enterprise Suite. Intuit Enterprise Suite (IES) is an AI-native ERP designed for growing companies. IES is built for businesses with growing financial complexity - especially those managing multiple entities, locations, projects, or product lines. If you need consolidated visibility, intercompany automation, enterprise-grade controls, and real-time reporting across your organization then IES is the solution you should be exploring. · IES offers a unified platform that goes beyond basic accounting, streamlining operations and improving profitability without the cost and complexity of traditional ERP systems. · Unlike legacy ERPs, IES is easy to use and built to scale, leveraging Intuit's legacy in financial tools for a seamless transition. · IES integrates AI to provide automated experiences and intelligent business insights, helping businesses move away from fragmented and manual workflows. · For businesses with multiple entities or subsidiaries IES offers robust capabilities including managing intercompany transactions and generating consolidated financial reports for a comprehensive view of performance. But Intuit Enterprise Suite isn’t stagnant, it’s growing and evolving to meet the demands of users who have told Intuit what they need. As a result, members of the IES Team at Intuit will join us for the October 7 show to focus on what’s been recently released for IES and what’s on the way in the not-so-distant future. "You really won't want to miss hearing what the IES Team has to say about Intuit Enterprise Suite and earn CPE at the same time." (Murph) About our Sponsor Most QuickBooks customers still chase payments manually, spend days reconciling transactions, and leave money on the table on cross-border collections. During our sponsor segment of QBTalks-Apps, Flywire will discuss how Invoiced extends QuickBooks with intelligent automation, global payment options, and zero FX risk—so you can reconcile automatically, collect faster, and scale without drowning in admin work. About our QBTalks-Extra segment SmartVault is a secure, cloud-based document management and client portal platform built specifically for accounting and tax professionals. During their ‘Extra’ segment presentation SmartVault with present how their platform combines secure file storage, client collaboration, workflow automation, and compliance-focused controls in one system designed to help firms modernize document-heavy tax and accounting processes. About CPE for this Show This show includes a QBTalks-Extra segment covering relevant content. To earn the 1.5 CPEs from this show, participants must attend a minimum of 75-minutes of the 90-minute show during both the primary and extra segments, and answer at least four (4) CPE polling questions based on the learning objectives below. The 4th Poll will be displayed on or after the 75-minute mark. Learning objectives Upon completion participants should be able to: · Select, from the list provided, all of the true statements about IES. · Pick, from the list provided, features IES offers not found in other Intuit products. · Identify, within the list provided, recently released IES features.

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OCT

09

FRI

11:00 AM

ET

Premium

Financing Options and Cash Flow: Making the Right Choices

This month on Cash Flow Mastery, Cash Flow Mike will use Debt, EBITDA, and Mis-Matched Financing insights to evaluate funding decisions. This series is designed for professionals who want to: Move beyond reporting and into true advisory Identify cash flow issues in minutes, not hours Translate financial data into conversations clients understand Deliver consistent, repeatable insights across their client base What to Expect Each Month A focused lesson on a core cash flow concept A real-world demonstration using the Clear Path To Cash framework Practical insights advisors can immediately apply with clients Whether you’re new to advisory services or looking to sharpen your delivery, Cash Flow Mastery provides a clear, structured path to helping clients make better financial decisions — one month at a time.

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OCT

13

TUE

11:00 AM

ET

Premium

The CAS Craze: The service model of forward-looking practices

CAS (Client Advisory Services) is more than a buzzword - it’s a smarter, more profitable way to serve clients. In this fast-paced session, Heather Day, from Woodard, cuts through the noise to show you how to structure, price, and deliver five key CAS service lines using a proven three-tier model. Walk away with clear strategies to protect your scope, boost revenue, and get clients to say yes. Speaker: Heather Day, Director of Education of Media at Woodard Learning Objectives: After the session, attendees shall be able to: Define 5 key areas of CAS & their value propositions Discuss three-tiered model for deeper client relationships Examine techniques to cast value & have clients accept pricing

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OCT

15

THU

2:00 PM

ET

BeInsightful

Build an Advisory Firm Clients Stay With

Compliance gets you hired. Advisory keeps you relevant. This session explores how to deepen client relationships, create recurring value, and build a firm clients rely on beyond basic bookkeeping and tax work. The goal is not more transactions. The goal is trust. Learning Objectives · Understand the foundations of advisory relationships · Create recurring value beyond compliance work · Build stronger long-term client retention

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OCT

15

THU

3:30 PM

ET

Premium

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

What kind of accounting firm do you want to be? ● There's no single "right" model anymore. AI opened up more options than ever ● A framework for defining your firm's identity: who you serve and what you charge for ● The real trade-offs: speed vs depth, volume vs relationship, high-tech vs high-touch Before chasing every AI tool, you need to know what firm you're building. Donna Reade of Blazr Accounting and Rob Hamilton of Digits help you get clear on the vision and the practice you'll actually want to run.

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OCT

20

TUE

1:00 PM

ET

Premium

Intro to Xero

Description: Xero is a connected cloud accounting platform that helps businesses and their advisors manage financial workflows in one place. Explore how Xero brings greater visibility to your practice and clients, helping you work more efficiently and make more informed decisions. We’ll take a high-level look at the platform’s connected tools, intelligent features, and reporting capabilities. Presenter: Janel Prasad, Solutions Consultant

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OCT

21

WED

12:00 PM

ET

Premium

Mastering Ag Advisory: Budgets, Scenarios and Succession Planning

Speaker: Erin Arick, Senior Account Executive Host: Dr. Christine Gervais Reporting on what already happened is valuable. Helping a client plan what happens next is where an adviser becomes indispensable. This session closes the series by moving from actuals and analysis into forward-looking planning — budgets, scenarios, and the kind of guidance farm clients are already trying to figure out on their own, usually without their accountant in the room. We'll cover two practical entry points into planning: building a full annual budget for clients ready for ongoing management-style forecasting, and using scenario tools for clients who aren't ready for that but have a specific decision in front of them — succession, expansion, or a loan application. Farm financial projections come with real challenges: weather, commodity prices, input costs, and policy shifts that don't move in straight lines. We'll talk honestly about that, and about why an imperfect baseline projection is still far more useful to a client than no projection at all. This session also covers how forward-looking planning connects directly to tax planning, turning a once-a-year tax conversation into a proactive, quarterly one — and how to structure and price a full advisory engagement that moves a client from compliance, through reporting, into planning. Like the rest of the series, this session stands on its own. If you haven't attended Sessions 1 or 2, you'll still walk away with a practical framework for forward-looking advisory conversations with farm clients. Learning Objectives Understand the difference between actuals reporting (Sessions 1–2) and forward-looking advisory Know how to build a simple annual budget in Figured and what reports it unlocks Use the Figured Scenarios tool for succession planning and loan conversations — even with minimal data Integrate tax planning into farm financial forecasts Structure and price a full advisory engagement from compliance through planning ________________________________________________________________ CPE Credit: 1 Subject Area: Accounting Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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OCT

22

THU

12:00 PM

ET

Premium

Five Easy Ways to Use AI This Tax Season

Using AI doesn't have to mean a big tech overhaul or a steep learning curve. In this practical, no-hype session, Christine Gervais of Cultivate Consulting walks through five simple ways tax professionals can use AI right now to save time and ease busy-season pressure. You'll see real examples of using AI to: Draft client emails, organizer reminders, and follow-ups for missing documents in minutes Summarize IRS notices, client letters, and long documents into clear next steps Build intake checklists and review procedures your team can follow Prepare for client meetings and turn your notes into action items Explain tax concepts to clients in plain language

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OCT

26

MON

2:00 PM

ET

Premium

The Second Set of Books

You keep two sets of books. One is in QuickBooks. The other is in your head, and in your senior's head, and in the muscle memory of whoever's had the Henderson account since 2019 — every threshold, every quirk, every "we always reclass this one weird way because the owner's brother runs payroll." That second set has never been written down. It's why your AI hands you answers that sound right and miss the three things you'd have caught in ten seconds. In thirty minutes, you'll compute exactly how much of it your firm is carrying, and you won't like the number. Bring your phone.

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OCT

28

WED

12:00 PM

ET

Premium

Transactional vs Advisory: Where Do You Stand?

Speakers: Christine Triantos and Deneen Dias Sponsored by: InfiniteTies 30 minute session Discuss the difference between transactional work and advisory services. We will dig into how everyday accounting work becomes the foundation for meaningful business conversations that clients pay more for.

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OCT

29

THU

2:00 PM

ET

Premium

The Weekly A/P: Transforming Ingredients into Intel

Speaker: Kristen Nies Ciraldo, Founder Math for Food Vendor invoices aren't just bills to pay. They're the earliest signal of rising food costs. And they're often a mess of credit card points, unapplied credits, and client habits that don't fit neatly into any software. This session covers how to turn weekly A/P into a real COGS signal. And how to tell the difference between an exception worth the trouble, and one that's just quietly costing you.

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NOV

10

TUE

11:00 AM

ET

Premium

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

Speaker: Yonathan Grigiac, Senior Director of Strategy & Product Marketing, Melio Most firms treat bill pay as a chore. The best ones treat it as a growth engine, and there's real money on the table for firms that get it right. This session is the playbook: who to target and how to market to them, how to price the service so it's actually profitable, and which AP software fits your book of business. You'll also learn how to run it once it's live: automating bill capture with AI powered workflows, turning checks into digital payments, setting up approval workflows, protecting against non sufficient funds and managing communication with vendors. Walk away knowing exactly how to turn bill pay from a back-office task into the on-ramp for higher-margin advisory services. Learning Objectives: After the session, attendees shall be able to: Identify target client profiles and evaluate marketing and pricing strategies for building a profitable bill payment service Compare accounts payable software capabilities and select an appropriate solution based on a firm’s book of business, workflow requirements and growth goals Apply operational controls for AI-powered bill capture, digital payments, approval workflows, non-sufficient funds risk and vendor communications to support efficient service delivery and higher-value advisory opportunities ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Business Management & Organization Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

10

TUE

12:30 PM

ET

Premium

The Software-First Payments Revolution: From Transaction to Trust

Speaker: Griffin Ortale, Sales and Partnerships at Flywire As digital commerce accelerates, software has become the critical differentiator in payments—enabling security, compliance, speed, and user trust at scale. This session explores how software-led innovations are reshaping how payments work, the business impact of design choices, and practical strategies to build payment solutions that customers actually want to use. Designed for teams navigating payments (technical or non-technical), this session bridges product, engineering, and strategy. Learning Objectives: After the session, attendees shall be able to: Understand the role of software architecture in modern payment systems—how design patterns, APIs, and infrastructure decisions directly impact security, compliance, and user experience Identify key business drivers for software-led payment innovation—speed to market, cost efficiency, customer trust, and competitive advantage in global markets Learn practical frameworks for evaluating and implementing payment solutions—knowing when to build, integrate, or partner, and the trade-offs at each stage ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Information Technology Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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NOV

10

TUE

2:00 PM

ET

Premium

How to Reduce B2B Credit Card Processing Fees

Speaker: Sam Johnson, Partner Succes Manager at PayTrace B2B payments are complex, but saving money on them doesn’t have to be. If your clients accept commercial or government credit cards, PayTrace can help reduce their credit card processing fees and accelerate cash flow. Join Sam Johnson, Partner Success Manager for PayTrace, to learn; An overview of interchange and the value that optimized rates provide to merchants and cardholders How to leverage Level 2 and Level 3 processing to reduce the costs of card acceptance on B2B/B2G credit cards The recent changes to Level 3 processing introduced with Visa’s Commercial Enhanced Data Program (CEDP) and how merchants can comply with the requirements What additional features can help companies streamline A/R (software/ERP integrations, credit card surcharging, ACH payments, etc) ____________________________________________________________________ CPE Credit: 1.0 Subject Area: Finance Instructional Method: Group Internet-Based Course Level: Basic Prerequisites: None Advanced Preparation: None Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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