Course Presented By Credits Date
Buying an Accounting Practice: Minimizing Risk While Maximizing Value
This one-hour webinar will provide participants with a solid framework for acquiring a practice, the key factors to consider, and a thorough understanding of the do’s and don’ts in putting together an acquisition.
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Todd Steinberg, Shannon Hay 1 credits Other 08/20/2018 @2:00 PM EST
How to Grow Your Practice with Less Capacity
This is a must-attend webinar for anyone looking into outsourcing or offshoring to understand the advantages of utilizing an offshore team.
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Todd Steinberg 1 credits Other 08/21/2018 @2:00 PM EST
The Paperless Playbook
In this webinar, you’ll learn the key steps to put in place to run a paperless practice and the growth opportunities this creates.
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Damien Greathead 1 credits Other 08/21/2018 @4:00 PM EST
Understand the ABCs of the Technology Tidal Wave
Are you ready to face the technological changes coming to the profession? In this dynamic webinar, you will understand the key aspects of the technology changes that are impacting the profession.
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Garrett Wagner, CPA, CITP 1 credits Other 08/22/2018 @2:00 PM EST
Cloud Transition Guide: A 90-Day Plan
In this webinar, you’ll learn the key steps to transition your firm to the cloud efficiently over 90 days and start reaping the rewards.
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Damien Greathead 1 credits Other 08/28/2018 @2:00 PM EST
What Every Small Business Owner and CPA Should Know to Provide Tax-Free Health Care Benefits
Learn how a small business can provide benefits to retain employees, attract quality candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code.
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Russell N. Thomas Jr. 1 credits Tax 08/29/2018 @2:00 PM EST
Tips and Tricks to Sell Your Clients on New Technology
Learn best process to sell your client on a new technology or tool.
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Stephanie Mozzillo 1 credits Other 09/05/2018 @2:00 PM EST
Cybercrime, Fraud, and the Inevitable
This webinar will provide an overview of the various types of computer crime and fraud, methods to help prevent them, and explain insurance options. If you store, collect or transmit data, or manage an ERISA plan or funds in any form, this course is a must for you.
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John Torvi 1 credits Accounting 09/12/2018 @2:00 PM EST
Sales Tax: The New Reality for Accounting Professionals & Their Clients in the Post-Wayfair Market
Sales tax just became a lot more important for many of your clients, with some not yet understanding how the world has changed. In this webinar, we will discuss the topics that many of your clients may be facing.
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Michael J. Fleming 1 credits Tax 09/13/2018 @2:00 PM EST
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Recognize the benefits of adding business filing services to your existing accounting services. And learn how to accomplish this without increasing your existing workload, staff, or overhead.
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Nellie Akalp 1 credits Other 09/19/2018 @1:00 PM EST
Project Accounting: The Must-Know Method for Improving Profitability
Join this webinar with BQE Software to see how you can use project accounting to monitor budgets, inform key decisions, and assess ROI.
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Steven Burns, FAIA 1 credits Accounting 09/20/2018 @1:00 PM EST
How to Grow Your Bookkeeping Business
Firms of all sizes can reap the benefits of monthly recurring revenue, find out how firms around the world are successfully doing it.
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Damien Greathead 1 credits Other 09/20/2018 @2:00 PM EST
How to Sell Your Clients on Tech
In this session you will learn how to position the value of cloud-based accounting services to your clients.
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Damien Greathead 1 credits Other 09/26/2018 @2:00 PM EST
How to Grow Your Bookkeeping Business
Firms of all sizes can reap the benefits of monthly recurring revenue, find out how firms around the world are successfully doing it.
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Damien Greathead 1 credits Other 10/02/2018 @2:00 PM EST
Lean Six Sigma: Improve Tax Process Workflow & Document Management
This interactive webinar explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Learn about ways to improve performance and reduce inefficiencies in automation, workflow, communication, scheduling and processing.
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Troy Altomare 1 credits Other 10/17/2018 @2:00 PM EST
How to Price Your Services: Three Proven Strategies
Cloud tools like Receipt Bank are changing the way accounting firms do business - they're slashing the time associated with traditional accounting services. Now firms need to adapt their pricing strategy to better align their services with the value they provide to their clients.
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Damien Greathead 1 credits Other 10/17/2018 @4:00 PM EST
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Recognize the benefits of adding business filing services to your existing accounting services. And learn how to accomplish this without increasing your existing workload, staff, or overhead.
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Nellie Akalp 1 credits Other 10/18/2018 @1:00 PM EST
How to Grow Your Practice with Less Capacity
This is a must-attend webinar for anyone looking into outsourcing or offshoring to understand the advantages of utilizing an offshore team.
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Todd Steinberg 1 credits Other 10/23/2018 @2:00 PM EST
How to Sell Your Clients on Tech
In this session you will learn how to position the value of cloud-based accounting services to your clients.
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Damien Greathead 1 credits Other 10/24/2018 @2:00 PM EST
How to Automate Your Tax Preparation Process
Find out how you can stop typing data into your tax software and stop chasing the paper in your office and, instead, focus your time on providing real tax value to your clients.
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Sara Cavender 1 credits Accounting 10/29/2018 @2:00 PM EST
How to Price Your Services: Three Proven Strategies
Cloud tools like Receipt Bank are changing the way accounting firms do business - they're slashing the time associated with traditional accounting services. Now firms need to adapt their pricing strategy to better align their services with the value they provide to their clients.
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Damien Greathead 1 credits Other 10/30/2018 @2:00 PM EST
How to Grow Your Bookkeeping Business
Firms of all sizes can reap the benefits of monthly recurring revenue, find out how firms around the world are successfully doing it.
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Damien Greathead 1 credits Other 11/01/2018 @2:00 PM EST
Current Trends in Professional Liability Claims, Tips on How to Avoid Them, and Assessing Your Professional Insurance Program
Accounting, tax, and bookkeeping professionals get sued. This webinar will look at some of the most common reasons why and how they might be avoided.
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John Torvi 1 credits Accounting 11/14/2018 @2:00 PM EST
The 4x Formula: How to Grow Your Firm Four Times Faster
Learn about the value that strategic technology implementation can bring to your accounting firm and discover how you can cut your bookkeeping and tax prep time in half.
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Damien Greathead 1 credits Other 11/15/2018 @2:00 PM EST
How to Sell Your Clients on Tech
In this session you will learn how to position the value of cloud-based accounting services to your clients.
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Damien Greathead 1 credits Other 11/27/2018 @2:00 PM EST
How to Automate Your Tax Preparation Process
Find out how you can stop typing data into your tax software and stop chasing the paper in your office and, instead, focus your time on providing real tax value to your clients.
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Sara Cavender 1 credits Accounting 12/04/2018 @1:00 PM EST
Tax Season Boot Camp: Part 1

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1 credits Tax 12/06/2018 @2:00 PM EST
Tax Season Boot Camp: Part 2

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1 credits Tax 12/12/2018 @2:00 PM EST