10 Ways to Improve Your Client’s Cash Flow

There is a new kind of adviser in the world. The one who connects with their clients with more than just numbers. They really care about the personal, professional, and financial well-being of [...]

Bring Your Team Together

Microsoft Teams is one of the best additions to the Microsoft stack in years. In this session, you will learn how you can use Microsoft Teams application to organize workflows, communications, [...]

Challenging Our Thinking About Offering Advisory Services

This is an amazing opportunity to discuss and apply the ideas you have been picking up this week at Scaling New Heights. Some of these ideas may be new and even intimidating, and we want to make [...]

Consulting Your Clients through their Chronic Poverty Mindset

It’s easy to overlook our accounting clientele’s human issues, yet emotions like worry and fear permeate their businesses, keeping them from focusing on the big picture and long-term success. [...]

Dashboard Design Workshop

Are you a data nerd – or want to explore your nerdy side? Try your hand at creating a real dashboard or data visualization on actual QuickBooks data! Learn about dashboard design principles [...]

Everything you need to know to Niche in Ecommerce

Retail trends show that 51% of Americans prefer online shopping. With ecommerce growing 23% every year, there is great opportunity, but ecommerce accounting is complex and confusing causing most [...]

Excel Techniques for QuickBooks

Save time and frustration importing and exporting data in QuickBooks using Excel.  This session will focus on Excel operations and functions to make the import process to QuickBooks efficient and [...]

Five Time Sucks and How to Overcome Them

We all have good intentions to be focused, efficient and not let anything get in our way during our workday. But, sometimes and it happens more often than we may care to admit we inevitably allow [...]

Getting “Old” Data into QBO

Ever have a client call up and need three years of data entered into QBO? The client wants past history in from another platform? This class will show you how to easily get data into QBO so you [...]

Helping Clients Navigate the Changing World of Data Privacy

With the recent enactment of the EU’s General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), data privacy is becoming a focus of clients. As clients begin [...]

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