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Check out some of Insightful Accountant’s webinars that are coming up! Even our very own Editor is presenting one on the 20th! Read more details below.

Build a Budgeting Robot

October 20, 2020 | 2:00 p.m. Eastern Time | Presented by Liz Mason, Tax Practice News Editor

Do you know you need budgets but are too lazy to go through the process? Let’s dig into how to build an automated budgeting process that accomplishes your goals, doesn’t take forever, and allows for your team to have input. In this webinar we will talk about what easy, free, and cheap tools you can use to build an automated budgeting workflow. We will address some best practices around budgeting, how it works in small and medium sized businesses, and how to continually budget without the manual labor.

Register here.

Top 10 Payroll Tasks to Prepare for Year-End

October 21, 2020 | 12:00 p.m. Eastern Time | Presented by Annie Hambach

Do you run payroll for your clients? As the end of the year approaches, you will have a list of payroll chores to do before the year is over. Patriot Software has prepared a top 10 list of ways to help you get organized now for a hassle-free year-end. If you do not run payroll for your clients, but are considering adding to your service offering, see how Patriot can help you add valuable payroll and tax filing services for your clients. With Patriot Software, you have the online tools to manage payroll for your clients while staying in control. Patriot Software collects, deposits, and files payroll taxes for your clients in all 50 states, including all local taxes.

You will learn:

  • 10 ways to prepare now for year-end payroll tasks
  • An overview of Patriots Accounting Partner Program
  • See a demo of Patriots easy-to-use interface for running a payroll, reports, and creating W-2s

Register here.

QB Talks October 2020: QBO Quarterly Update

October 21, 2020 | 2:00 p.m. Eastern Time | Presented by William ‘Murph’ Murphy

This month’s QB Talks will be our QBO Quarterly Update in which we will look at what’s new with QBO and the QuickBooks Ecosystem. Including updates/enhanced features of QBO, QBO-Accountant, QBO-Advanced, QBO Payroll and more.

Register here.

Receipt Bank: Eliminate Manual Bookkeeping & Unlock Real-Time Cash Flow Insights

October 22, 2020 | 12:00 p.m. Eastern Time | Presented by Kate Egan

Utilizing award-winning AI and real-time data automation, Receipt Bank allows accountants and bookkeepers to spend less time on data reconciliation and more time on advising their clients.

With Receipt Bank, you’re able to fetch financial data automatically. Utilize our smart tools to analyze tax, payment timing, and talk to your clients about cash flow – all in real-time.

We work with everyone, so Receipt Bank integrates and auto-publishes to your choice of accounting software!

Learn more about the Receipt Bank platform and its features including:

  • Accurate extraction
  • Smart Items
  • Smart Split
  • Supplier Rules
  • Request Paperwork
  • Seamless Integrations

Register here.

Save time with nettTracker – fixed assets made easy

October 27, 2020 | 12:00 p.m. Eastern Time | Presented by Ash Beetson

Discover the benefits of connecting nettTracker to your bookkeeping software (QuickBooks or Xero). Fully automating the fixed asset process from the time an asset is purchased, depreciating the asset over a desired period, reviewing assets using year-end routines and disposing of an asset. Save time by removing the need to update spreadsheets or create manual journal entries. All of the hard work is done for you.

Register here.

Measuring and Improving your AP Process

October 27, 2020 | 2:00 p.m. Eastern Time | Presented by Liz Scott

Today’s accounts payable departments have taken a broader role in the overall well-being of the business, including fraud prevention, cost reduction, timeliness of payments, and managing B2B credit policies. Clear visibility as to who performs tasks and approval steps can be the first course of action to reduce non-compliance issues and fraud.

Join us to ensure your accounts payable process is optimized and learn how to maximize your resources using automation to improve accuracy and efficiency.

These are the key topics we’ll be discussing:

  • Identify accounts payable challenges
  • Suppliers paid and on time
  • Avoid vendor duplicated payments
  • AP department wider role

Identify the opportunities

  • Implement accounts payable automation
  • Internal controls
  • Optimized vendor experience

Explore accounts payable workflow with a live demo

  • Segregation of duties
  • Accounts payable system solutions
  • Cash-flow management

Register here.

Until Checks Do Us Part

October 28, 2020 | 2:00 p.m. Eastern Time | Presented by Liz Scott

Do you enter bills and make payments? Checkrun takes a new approach to a tried and true payment platform.

Checkrun provides a new type of bill payment solution that enables same day approvals and payments from your mobile devices. No prefunding of payments, payments are directly from your checking account — a completely remote enabled solution, perfect for these times.

The Checkrun solution is equipped with mobile check signing and approvals, customizable workflows and user roles, industry-leading security features including Positive Pay integration, and the ability to print pre-prints or blank check stock on a number of layouts.

Tune in to learn how you can modernize your bill payments with Checkrun.

Register here.

How expanding your service offerings can increase your profits

October 29, 2020 | 2:00 p.m. Eastern Time | Presented by David Leary and Michelle Weinstein

Learn how adding services to your existing offering or pricing packages allows you to increase the value you are providing to allow you to increase your fees, therefore increasing your profits.

This webinar will specifically cover how you can add Accountants Payable services via a free app like Melio Payments to ensure you maximize your profits.

You’ll learn how to use Melio Payments with your clients to help them manage their Accounts Payable processes and maximize their cash flow.

Register here.

1040 Tax Preparation Automation: Gruntworx Demo

November 3, 2020 | 12:00 p.m. Eastern Time | Presented by Sara Cavender

It’s Not Just About Tax Prep, It’s About Office Workflow.

Tax automation systems are getting a lot of attention because they can improve efficiency and profitability. The formula is simple enough: firms that can prepare more returns can take on more clients — expanding their business and improving their bottom line.

In this webinar, learn how the 1040 tax preparation process can be streamlined and efficient to improve productivity by looking at your office workflow and following simple steps of using GruntWorx technologies. Attendees will learn best practices for scanning clients’ source documents and how to organize those documents in a timely manner. In addition, attendees will learn how to stop typing data into tax software and stop chasing the paper around the office and instead focus valuable time on providing real tax value to clients by seeing the step by step process of using GruntWorx.

Register here.

QBO Efficiency Tips and Tricks

November 4, 2020 | 2:00 p.m. Eastern Time | Presented by Alicia Katz Pollock

When you have a lot of work to do, every second counts!

Join Alicia for this bells and whistles class chock-full of efficiency suggestions and cool tricks you can do to streamline your data entry in QuickBooks Online.

We’ll look at everything from built-in calculators, to working in multiple tabs, to leveraging Chromes tools to enhance your QBO experience.

We’ll even include links for tools that are not on the menu, like Reclassify transactions!

Spend one hour with Alicia, and save yourself dozens of hours in the future!

Register here.

Streamlining and Automating Expense Management

November 10, 2020 | 12:00 p.m. Eastern Time | Presented by Val Steed 

Time management is an obstacle that crosses every professional’s mind, definitely if they are billable. Although administrative task cost cannot be seen in your bank account, your billable hours can be reflected. Thus, it is essential to have automated tools to streamline you and your employees’ administrative tasks. Join the Zoho team as they discuss Zoho Expense and how it can be the tool that can help increase your billable hours through automation.

Learning Objectives:

  • Discuss how firms can be negatively impacted from administrative tasks
  • Learn how an expense tool can help with productivity through automation
  • List two ways a firm can streamline approvals for quicker reimbursements

Register here.

Your 2021 Strategic Blueprint for Building Accounting Firm Growth in the Construction Niche

November 12, 2020 | 2:00 p.m. Eastern Time | Presented by Gaynor Meilke

If your firm is focused on building a profitable niche within the residential or commercial construction industry verticals, start your firm’s 2021 strategic planning with this webinar. In 60 minutes you’ll take away a strategic blueprint for building new growth opportunities for your accounting firm, including key insights on the construction industry and how the Covid-19 pandemic will continue to reshape it in 2021 plus effective business development strategies.

Specifically, you’ll learn:

  • The market forces affecting your residential and commercial construction industry clients and what industry analysts are predicting for this niche market in 2021.
  • How your firm can address current pain points within the industry to sell higher value client advisory services and win new business opportunities.
  • Practical lead generation and marketing strategies you can use to attract additional residential and commercial construction clients while retaining and growing existing client relationships within this niche.
  • How to integrate all of this practical information into an actionable strategic blueprint to build more growth for your firm in 2021.

Register here.

Bill Automation Tech Stack: Establishing proper financial controls for accounts payable

November 19, 2020 | 12:00 p.m. Eastern Time | Presented by Masha Komarova

Are you looking for a way to introduce proper financial controls for accounts payable and eliminate manual data entry and the complexity of getting proper authorizations? Leading pre-accounting tool Receipt Bank and leading approval automation tool ApprovalMax have teamed up to provide end-to-end process automation solution for QuickBooks Online. Easy data capture, granular bill approvals, automated audit reports, and the possibility of work on-the-go – these are just some of the benefits of implementing this app stack.

At the webinar, we’ll look at the end-to-end process, starting from data capture and ending with a properly authorized bill pushed to QuickBooks Online ready for payment. You’ll learn how the Receipt Bank to ApprovalMax ensures end-to-end bill automation and understand the data flow. The webinar will feature a live demo led by Konstantin Bredyuk, Director of Product at ApprovalMax.

You will also learn all about ApprovalMax features transforming the approval process: multi-role multi-level approvals, automated notifications, audit reports, exception handling, and the possibility to approve from anywhere using the web app, mobile app, or email.

Register here.

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