Course
Presented By
Credits
Date

Best Practices for Cloud-Based File Sharing
Join Citrix ShareFile's Will Almand to learn the key features your file sharing service should provide.
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Will Almand
1 credits
11/27/2017 @2:00 PM EST

Your App Survival Guide: The Simple 6-Step Process for Choosing the Right Apps for You
Stop spinning your wheels and join Gabrielle Fontaine of The Freelance Bookkeeper blog in this free, fast-paced 60-minute webinar.
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Gabrielle Fontaine, PB, ASBC
1 credits
11/28/2017 @2:00 PM EST

Leveraging Automation to Improve Your T&E ROI
Travel and entertainment expense spending is an important growth strategy for companies of every size. IMA and Certify will show you how companies like yours are reducing overhead processing costs and streamlining workflow to quickly deliver a full return on their investment in automation
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Ernie Humphrey, CTP
1 credits
11/29/2017 @2:00 PM EST

Earned Income Tax Credit Update
Get updated on the new developments and adjustments in EIC for the upcoming filing season.
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David Elijah
1 credits
11/30/2017 @2:00 PM EST

Hidden Risk, Hidden Opportunity: ASC 606 Has Benefits If You Are Ready
Join Erik Charles of Xactly, and learn how GAAP compliance can help uncover your true product and customer ROI
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Erik Charles
1 credits
11/30/2017 @4:00 PM EST

Small Business Financing Options: New Ways to Fund CPA Firms and Their Business Clients
This webinar will cover the current state of small business financing and explain the new online products and services that have moved to the forefront.
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Jami Schwartz
1 credits
12/04/2017 @2:00 PM EST

Seven Steps to Audit-Proof a Small Business
Join The Neat Company's, Stephanie Mozzillo, for a live webinar and learn how to audit-proof a business in 7 steps.
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Stephanie Mozzillo
1 credits
12/04/2017 @4:00 PM EST

Your App Survival Guide: The Simple 6-Step Process for Choosing the Right Apps for You
Stop spinning your wheels and join Gabrielle Fontaine of The Freelance Bookkeeper blog in this free, fast-paced 60-minute webinar.
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Gabrielle Fontaine, PB, ASBC
1 credits
12/06/2017 @2:00 PM EST

Learn Effective Communication with Millennials, Gen Xers, and Boomers
Learn how to effectively communicate with Millennials, Generation X, and Boomers to grow your customer base, retain your customers, and manage cross-generational teams.
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Steven Hoffman
1 credits
12/07/2017 @2:00 PM EST

Three Steps to a More Efficient Accounting Workflow
Sam Santangelo, SmartVault, will share common workflow problems faced by firms and offer three, easy steps to make your accounting workflow more efficient.
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Sam Santangelo
1 credits
12/11/2017 @2:00 PM EST

Tech Tips for Small Firms to Improve Client Service Year Round
Progressive, cutting-edge small firms are using technologies like portals, e-signature services and remote support tools to improve workflow efficiency and provide better client support even while out of the office. Learn more about what technologies you should be weighing at your firm to keep clients happy and stay competitive year round.
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Will Almand, Nathan Mote
1 credits
12/11/2017 @4:00 PM EST

Five Ways to Better Automation and Client Growth
Join The Neat Company's, Stephanie Mozzillo, for a live webinar and learn how automation can streamline your business processes to free up time and resources for the things that matter.
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Stephanie Mozzillo
1 credits
12/12/2017 @2:00 PM EST

Sales Training Basics for Accounting and Tax Professionals
Todd Steinberg of New Clients Inc. will help you design the blue print for how to successfully present your firm's services to prospective clients.
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Todd Steinberg
1 credits
12/13/2017 @2:00 PM EST

Financial Planning for Tax Professionals: Do It Yourself or Partner with a Local Advisor?
Over the next 10 years that more than 6,600 CPAs and tax professionals will be adding Financial Planning Services into their tax practice. Learn how and why with Todd Steinberg.
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Todd Steinberg
1 credits
12/14/2017 @2:00 PM EST

2017 Travel & Expense Trends: New Strategies to Succeed
Learn what other leading companies are doing to overcome their T&E expense challenges and leverage findings from the survey to improve expense reporting at your company.
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Ernie Humphrey, CTP
1 credits
12/18/2017 @2:00 PM EST

Best Practices for Cloud-Based File Sharing
Join Citrix ShareFile's Will Almand to learn the key features your file sharing service should provide.
View Details Register
Will Almand
1 credits
12/20/2017 @2:00 PM EST

Leveraging Automation to Improve Your T&E ROI
Travel and entertainment expense spending is an important growth strategy for companies of every size. IMA and Certify will show you how companies like yours are reducing overhead processing costs and streamlining workflow to quickly deliver a full return on their investment in automation
View Details Register
Ernie Humphrey, CTP
1 credits
12/21/2017 @2:00 PM EST

Sales Training Basics for Accounting and Tax Professionals
Todd Steinberg of New Clients Inc. will help you design the blue print for how to successfully present your firm's services to prospective clients.
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Todd Steinberg
1 credits
01/08/2018 @2:00 PM EST

Financial Planning for Tax Professionals: Do It Yourself or Partner with a Local Advisor?
Over the next 10 years that more than 6,600 CPAs and tax professionals will be adding Financial Planning Services into their tax practice. Learn how and why with Todd Steinberg.
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Todd Steinberg
1 credits
01/16/2018 @2:00 PM EST