Upcoming Events

Quickbooks Online with Hector Garcia: Chart of Accounts and Custom Reports, Webinar, Rebroadcast

Take control of your financial reporting with our course on Chart of Accounts and Custom Reports in QuickBooks Online! In this 100-minute session, we'll walk you through the process of setting up a customized chart of accounts tailored to your specific business needs. You'll gain a deep understanding of account types, sub-accounts, and how to organize your financial data for maximum clarity and efficiency.

Quickbooks Online with Hector Garcia: Bank Feeds and Reconciliations, Webinar, Rebroadcast

Unlock the power of QuickBooks Online's bank feeds and reconciliation features! In this 100-minute session, you'll learn how to seamlessly connect your bank accounts and credit cards to QBO, ensuring accurate and up-to-date financial data. We'll guide you through the process of importing transactions, categorizing them efficiently, and reconciling accounts like a pro.

Cybersecurity Essentials: FTC Compliance for Solo and Small Firms Webinar

This essential course is crafted to equip solo practitioners and small firms with the latest knowledge and best practices in cybersecurity. As the threat landscape evolves, so do the regulations enforced by bodies like the Federal Trade Commission (FTC). This course will not only cover the technical aspects of protecting sensitive client data but also delve into the important laws and guidelines established by the FTC that are applicable to small businesses. Participants will leave with a...

TaxSpeaker Social Security & Medicare Webinar

Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare.

TaxSpeaker Health Savings Accounts Webinar

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowledge, with completed forms, of how this plan works, what the traps are, how to comply with deposit and reporting rules, and how to plan for the best tax benefits. Stripped of political burdens, you receive clear yet concise guidance on how to advise and comply with unusual rules affecting over 50% of your client base from America’s HSA...

Leading and Managing Remote Accounting Teams Webinar

Essential for today's hybrid and remote working environments, this course covers effective management of remote accounting teams, including communication strategies, remote workflow management, and building a strong remote work culture.