JUL
27
MON
2:00 PM
ET
Practice Management Talks
Practice Management Talks is a quarterly 30-minute webinar series focused on helping accounting firm leaders run more efficient, profitable practices. Each session delivers practical strategies around operations, workflow, team management, and firm growth that can be applied right away.
I love helping businesses get better at serving their customers, meeting real needs.
Having a deep awareness and understanding of the client is critical, and must not be overlooked.
Honored to be listed by Accounting Today in 2021 as one of the "Top 100 Most Influential People in Accounting".
I have over 20 years in service helping tax & accounting firms improve their business models, operations and client relationships. Recognized by Accounting Today in 2021 as one of the Top 100 Most Influential People in Accounting, I would love the opportunity to help you move your firm forward!
Julie Smith
Practice Manager at Harper & Company
I teach people how to get out of their own way. Accountants have been running their firms the same way for decades, yet the needs of clients have evolved.
Entrepreneurs and business owners need and deserve more than tax returns and financial statements from their CPA firm. They need advisors who can help them proactively. They also need a partner who is able to move beyond the financial side of their business and provide strategic operational advice that helps them move forward and grow.
I understand how difficult it is to move an organization forward and execute change. I have worked with hundreds of firms and business owners to help them build replicable processes and cultures that attract the talent they want.
If you want to know how to get out of your own way and move your business forward, I’m here to help.
JUL
30
THU
11:00 AM
ET
Premium
Future Forward | Rightworks
From Risk to Protection: Cybersecurity for Accounting Firms
JUL
30
THU
12:30 PM
ET
Premium
Future Forward | Verito
Cybersecurity in the AI Era: What Accounting Firms Need to Know Now
JUL
30
THU
2:00 PM
ET
AUG
04
TUE
2:00 PM
ET
BeInsightful
Niche Marketing | Win Better Leads with Local Service Ads
Cold outreach is a grind and referrals are inconsistent. Local Service Ads put your accounting firm above traditional ads and organic results, so you only pay when prospects contact you.
AUG
14
FRI
11:00 AM
ET
Premium
Cash Flow Talks August: Working Capital Management: Unlocking Cash Flow from Operations
Cash flow problems are rarely caused by a lack of data — they’re caused by a lack of clarity. This month, Mike will show how AR, AP, and Inventory interact in the app’s cash flow story view.
AUG
18
TUE
2:00 PM
ET
BeInsightful
Tech Stack Assembly: Your AI Policy Isn't Built for What's Coming: Building an AI Handbook for the Agentic Future
AI is already transforming the way accounting firms work through tools like Microsoft Copilot, QuickBooks, ChatGPT, Zoom, and Google Workspace. The challenge is no longer whether to use AI, but how to use it responsibly.
AUG
20
THU
12:00 PM
ET
Premium
TPN Tax Talks August: Tax Tech Stack and AI
Tax firms face staffing shortages, burnout, workflow inefficiencies, and client document delays. See how AI and tax tech streamline processes, boost capacity, and improve busy-season efficiency.
AUG
20
THU
12:15 PM
ET
BeInsightful
Mastering Strategies for Growth Class #10: Stop Reporting the Past: Turn Numbers into Decisions
Most financial reports explain what happened. Clients need help deciding what to do next. This class teaches you how to transform accounting data into actionable conversations that support decisions, planning, and business growth.
AUG
28
FRI
12:00 PM
ET
Premium
Suite Success: Running Your Entire Firm with Intuit Accountant Suite
Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.