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: Special Features

Why spend time manipulating data and manually stepping through processes? Let the powerful features of Excel help you get hours of work done in just seconds! Learning Objectives: – Special [...]

Excel: The Spreadsheet Concept

Understanding the underlying principles of spreadsheets is the key to success in using Excel. This session is designed to help the user fully understand the fundamental concepts in creating 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 [...]

From Storyboard to Shoot – An interactive deep-dive into creating educational videos

Many professionals struggle with getting on camera and being in online video. In this interactive course, we will work through that initial anxiety to help you find your creative spark. [...]

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