Educational Webinars
Educational Webinars
Practical Automation: Exploring Zapier's More Advanced Features
Online
Earn CPE Credits while you go on a journey through choosing the right automation tools: sharing practical tasks to automate within a firm and for your clients. he will build your confidence in the realm of automation using Zapier.
Apr 29, 2025
2:00 PM3:00 PM
Cashflow Mastery Talks: Inventory Management Techniques - Minimizing Stock Holding Costs
Join Mike Milan in May's Cashflow Mastery Talks with Cashflow Mike. He'll show you that Holding excessive inventory ties up valuable cash.
May 9, 2025
11:00 AM11:30 AM
Get More Positive Reviews, Referrals, and New Revenue with Customer Journey Mapping
Online
Do you ever feel like you are guessing at growth or unsure where to find new leads? Join Blake Grewal, Owner of Customer IQ, to learn the benefits of customer journey mapping and how it can help your firm build better client experiences.
May 14, 2025
2:00 PM3:00 PM
Accounting for Taste: What Restaurant Clients Need from You and What Gets in the Way
Online
Restaurants and bars. Their reputation in our industry? Let’s just say—it’s complicated. Are they truly high-maintenance clients? In this session, we’ll unpack the myths, challenges, and surprising upsides of working with hospitality businesses.
May 19, 2025
2:00 PM2:30 PM
Automating Sales Tax Compliance Without the Headaches
Online
Sales taxes are a pain, and with state sales tax audits on the rise, it’s important to understand the key components of sales tax compliance to reduce your risk. Learn how to automate, streamline, and maintain sales tax compliance.
Jun 3, 2025
1:00 PM2:00 PM
