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Wednesday, September 7, 2022
Our speakers for this event are Jim Buffington and Clayton Crouch!  Jim has been teaching in the tax and accounting industry for over 15 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile and follow him on Twitter @Jimatintuit. Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients. Register for this webinar by following this link here.  ABSTRACT: Join us in this session to meet the Intuit Tax Advisor team to help you maximize your return on investment on your journey to advisory. We will discuss the latest product updates and customer feedback, showcase custom strategies, and address the most common questions around Intuit Tax Advisor.  ***Intuit Tax Advisor is only available to ProConnect and Lacerte users. ProSeries customers will not be able to use the software at this time*** WHO SHOULD ATTEND? Anyone currently using Intuit Tax Advisor and anyone interested in adding tax advisory to their compliance services.  
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  • Professional Training
  • Webinar
Thursday, September 15, 2022
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Register for this webinar by following this link here.    Our speaker for this event is Sonia Dumas!    Founder | ALT Monie | Cash Flow Conversations Sonia Dumas is the Founder of ALT Monie and Cash Flow Conversations. She’s a subject matter expert who helps tax professionals understand the big picture risks and opportunities of Web 3 – and how to turn this disruption into expanded high-fee services for clients.    ABSTRACT: The world is in the early stages of adapting to cryptocurrencies, digital assets, and blockchain technology. This fast-paced informative session will help you to see the big picture vision and reality of this technological shift. Discover the reason why early adopting taxpayers and business leaders are embracing this soon to be regulated global transformation. In addition, capture a sneak peak look into the world of triple entry accounting and learn the important smart questions to ask crypto-curious clients.  LEARNING OBJECTIVES By completing this session you will be able to: ●       Discuss the big picture of blockchain technology, cryptocurrencies, and smart contracts with colleagues. ●       Know how to research which Web 3 software companies are disrupting business as usual.   ●       Start thinking strategically about triple entry accounting. ●       Be able to ask smart questions to taxpayers who are integrating cryptocurrencies into business and life. BEST SUITED FOR - Tax professionals, accountants, attorneys, financial advisors Course level:  Beginner Length: 60 minutes Prerequisites: None Delivery Method: Group - Live internet Field of Study: Technology CPE: 1 CE: 0      
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Monday, September 19, 2022
Register for this webinar by following this link here. Our speaker for this event is Josh Lance!  Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.   ABSTRACT: When was the last time you refined your sales process? Now that we’re past the tax filing deadline it’s a great time to reimagine your sales process and start cross selling advisory services to your existing clients. When accounting professionals lean into their advisor role with their clients, they can unlock tremendous value. In today’s new world, a modern advisor is an invaluable asset to a client’s business, supporting employees’ livelihoods and helping economic recovery. How do firms communicate this added-value clearly and create client advisory service proposals that sell? We’re joined by Josh Lance of Lance CPA group and he’ll be sharing his top tips for selling advisory services to his clients.   LEARNING OBJECTIVES:             By completing this webinar, you will be able to advise your clients on topics such as: o   Identify the value of delivering advisory services for clients and your firm o   Recognize the key elements and best practices for every advisory proposal o   How to cross sell advisory services to your existing clients ●      Which one or all? o   Packaging and Bundling your services o   Consultative selling o   Process and Workflow Efficiency o   Managing a remote team WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients. Course Level: Basic Course Length:  60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0      
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Register for this webinar by following this link here.  Our speakers for this event are Heather Satterley, Clayton Crouch and Ryan Embree!  ABSTRACT: This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee. By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm. Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.   LEARNING OBJECTIVES  By completing this webinar, you will be able to: Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice  Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice    Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools WHO SHOULD ATTEND? Accounting professionals who strive to create more value for their clients and greater profitability for their firm Course Level: Basic  Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: 0            
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Tuesday, September 20, 2022
Register for this webinar by following this link here.    Our speaker for this event is Dean Aramburu! Dean Aramburu is a Product Specialist at Intuit specializing in cloud hosting and Intuit Practice Management. He is a Texas A&M University graduate and will be receiving his MBA from the University of Louisiana at Lafayette in May. Dean has a passion around helping accounting firms embrace technology that will make their lives easier and helping with the change management that comes with it.  ABSTRACT: The cloud has historically been a scary concept for many accounting firms, but the fact of the matter is the cloud is helpful and can change the way you do business. Today we’ll cover in layman’s terms what the cloud is and how you can utilize a hosting solution to use your current desktop based software's and still get the benefits of the cloud. Listen to Intuit Product Specialist Dean Aramburu, Right Networks Director of Sales Kevin Roosa and Right Networks Director of Firm Consulting as they talk about the different challenges that hosting solves for accounting firms. LEARNING OBJECTIVES By completing this webinar, you will be able to: ·       Explain what the cloud is in layman’s terms ·       Understand the data security that protects the cloud ·       Understand the potential impact to your business ·      Hear from Intuit's partner Right Networks on their setup to help in you Who Should Attend?  Anyone who prepares taxes, does bookkeeping, or any other accounting type work  Course Level: Basic [SJ1]  Course Length:  60 Minutes[SJ2]  Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Information Technology- Non Technical Recommended CPE: 1  
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Wednesday, September 21, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: From Serious Self-employed business owners to gig workers. more clients than ever before are coming to our practice with self-employed income that requires a Schedule C. While changing laws keeps all tax professionals from being too complacent, it is easy to go through the same motions year after year and not do the best for your client. Come join me for a chance to look at the nuts and bolts in this fast-paced webinar through the Schedule C. Attendees will refresh their knowledge of the Schedule C LEARNING OBJECTIVES By completing this webinar, you will be able to advise your clients on topics such as: Discuss who should file a Schedule C. Identify income to be reported and cost of goods sold. Identify ordinary and necessary expenses. Discuss depreciation at a high level. Identify vehicle expenses and documentation Discuss the qualifications for Business Use of Home Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Topic: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00150-22-O In Person: NESGF-T-00150-22-I  
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Wednesday, September 28, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: The Circular 230 is the guide for ethical standards when practicing before the IRS. What exactly is practicing before the IRS? This course dives into the circular itself and provides an overview to its contents and answers that question and discusses many more. This course discusses how these ethical guidelines relate to your everyday practice.  Attendees will be refreshed and ready for the upcoming tax season.                 Learning objectives:              By completing this webinar, you will be able to:  Define who is covered under Circular 230. Understand what it means to practice before the IRS. Discover who is a tax preparer. Identify “due diligence” and “unreasonable position” Discover the four types of sanctions that may be imposed when practitioners violate regulations and how to avoid them. Identify Due Diligence requirements. Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2   IRS Course Number: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-E-00108-19-O In Person: NESGF-E-00108-19-I  
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Register for this webinar by following this link here.    Our speakers for this event are Josh Lance and Ryan Embree! Josh is a CPA & CGMA. At Lance CPA Group, manages a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, he works with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice. Ryan Embree is the Director of Partnerships at Practice Ignition.   ABSTRACT: Do you want to streamline onboarding, automate engagements, and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Create and send your proposal and engagement letter within minutes from Ignition. Once your client accepts, Ignition automatically creates invoices and marks as paid in QuickBooks when payments are processed. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He will also give tips and share his experience for managing his own firm. You will also have an opportunity to ask questions in an open Q&A. Learning objectives:   By completing this webinar, you will be able to advise your clients on topics such as: How to create and send a proposal in 5 minutes that gets signed electronically and gets you paid automatically How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver Designing a compliant engagement letter  Identify ways to speed up your engagement process with Practice Ignition Which one or all? Packaging and bundling your services Consultative selling Process and Workflow Efficiency   Who should attend? Anyone who prepares tax returns and advises clients. Course Level: Basic  Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Business Management & Organization - Non-Technical Recommended CPE:  1 Recommended CE: 0   
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Wednesday, October 12, 2022
Register for this webinar by following this link here.    Our speakers for this event are Clayton Crouch and Jim Buffington!     Clayton Crouch | Sr. Solution Specialist | Intuit Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.   Jim Buffington | CPA. Advisory Services Leader | Intuit Jim has been teaching in the tax and accounting industry for over 15 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.     ABSTRACT: Join us in this session to meet the Intuit Tax Advisor team to help you maximize your return on investment on your journey to advisory. We will discuss the latest product updates and customer feedback, showcase custom strategies, and address the most common questions around Intuit Tax Advisor.  ***Intuit Tax Advisor is only available to ProConnect and Lacerte users. ProSeries customers will not be able to use the software at this time*** WHO SHOULD ATTEND? Anyone currently using Intuit Tax Advisor and anyone interested in adding tax advisory to their compliance services.            
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  • Professional Training
  • Webinar
Tuesday, October 18, 2022
Register for this webinar by following this link here.    Our speakers for this event are Josh Lance and Ryan Embree!     Josh Lance | Managing Director at Lance CPA Group | Head of Accounting at Practice Ignition CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.   Ryan Embree | Partnerships | Practice Ignition       ABSTRACT: Generally speaking, tax season—the four-month-long period where tax professionals diligently set about collecting their clients’ financial figures, making sense of everything, and submitting timely, accurate returns—is where accounting practices tend to make the majority of their yearly revenue. What if there was a better way to run your firm? As it happens, there is. Practices looking to avoid feast and famine type of scenarios should transition towards a year-round recurring revenue model, protecting their cash flow in the process. Over the years, Josh Lance, CPA has expanded his firm’s business model to focusing more on recurring revenue and less on tax season. This expansion increased his revenue by 300%. Join Josh Lance, CPA of Lance CPA Group to discover new ways to serve your tax clients year round. During this webinar Josh will cover how to provide additional services, plan out your recurring revenue for the year and identify new revenue streams in your firm. LEARNING OBJECTIVES:   By completing this webinar, you will be able to advise your clients on topics such as: Identify new services to offer your tax clients Tips on structuring your firm to be less reliant on tax season revenue How to leverage sales and marketing efforts to obtain new revenue streams Which one or all? Pricing Strategies Packaging and Bundling your services Process and Workflow Efficiency Managing a remote team   WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients.   Course Level: Basic Course Length:  60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0    
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Register for this webinar by following this link here.    Our speaker for this event is Sonia Dumas!    Founder | ALT Monie | Cash Flow Conversations Sonia Dumas is the Founder of ALT Monie and Cash Flow Conversations. She’s a subject matter expert who helps tax professionals understand the big picture risks and opportunities of Web 3 – and how to turn this disruption into expanded high-fee services for clients.   ABSTRACT: The world is in the early stages of adapting to cryptocurrencies, digital assets, and blockchain technology. This fast-paced informative session will help you to see the big picture vision and reality of this technological shift. Discover the reason why early adopting taxpayers and business leaders are embracing this soon to be regulated global transformation. In addition, capture a sneak peak look into the world of triple entry accounting and learn the important smart questions to ask crypto-curious clients.  LEARNING OBJECTIVES By completing this session you will be able to: ●       Discuss the big picture of blockchain technology, cryptocurrencies, and smart contracts with colleagues. ●       Know how to research which Web 3 software companies are disrupting business as usual.   ●       Start thinking strategically about triple entry accounting. ●       Be able to ask smart questions to taxpayers who are integrating cryptocurrencies into business and life. BEST SUITED FOR - Tax professionals, accountants, attorneys, financial advisors Course level:  Beginner Length: 60 minutes Prerequisites: None Delivery Method: Group - Live internet Field of Study: Technology CPE: 1 CE: 0              
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