New Years Eve Celebration

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Join us as we kick off a new year with fun and tech! Our 2022 Champagne Level Sponsor will be ringing in the new year with us so you don't want to miss out!  

Tune up your QuickBooks before moving to the cloud with Swizznet

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Join us as we share ways to prime your firm's year-end. Explore how to make ready your QuickBooks Desktop data files using year-end checklists, cleaning up tools, and best practices for migrating your data to collaborate with clients in a secure cloud utilizing Swizznet.

How to comply with the new IRS Cyber Security regulations in 2022

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The IRS is working quickly to push responsibility onto accounting and bookkeeping firms in 2022 with the newly released IRS 4557 guidelines. Cyber Crime and how it’s impacting the accounting profession a bigger problem than ever however understanding the ‘how it happens’ makes ‘how to stop it happening’ less complicated or expensive than it first […]

How to service your mid market clients with Tipalti Global Payables Automation

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Join us as we sit down with Tipalti to discuss Global Payments Automation! As businesses scale, many are starting to explore ways to automate manual processes. This is an exciting time for growth, but the organizational change often creates complex accounts payable structures that the finance team must now manage in QuickBooks. Accounts Payable can […]

Drink Now, Pay Later with Commerce Sync

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Join us as we uncover the Ecommerce Evolution with Commerce Sync which includes Buy Now Pay Later, Cryptocurrency and payment apps!

Real Time Review with Autoreview

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Join us as we explore a solution that will make reviewing your books a piece of cake with a cocktail!

Rescuing, Scope Creep, and Other Ways You Give Away Your Services

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Accountants and bookkeepers often have under-valued, reactionary, and strained relationships with their clients. This positioning of client relationships reduces your perceived value proposition to one of commodity (even utility), where the client views you as nothing more than a compliance officer and record keeper. The answer? Present yourself as the curator and interpreter of valuable […]

LIVE from AccountingWEB!

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Join Heather and Liz as they broadcast LIVE from the AccountingWEB summit in San Diego, California! They'll give the inside scoop on conference happenings in this abbreviated episode (30 minutes). Don't miss this one!

How to Turn Chaos into Calm with Client Hub

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Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending requests and reminders. Your work output gets delayed, resulting in late and/or inaccurate deliverables, not […]