Loading Events

← Back to Events

January 2020

Make apps REALLY work for you! With sponsor: Bookkeep.com

January 14, 2020 @ 4:00 pm - 5:00 pm EST

In this episode, Liz and Heather will share how you can make apps REALLY work for you by freeing the valuable time spent doing mundane admin tasks. Learn where to focus first in your firm and how to tell what kind of impact adopting technology will have on your workload and your bottom line. Our sponsor for this episode is Bookkeep.com. Never fall behind on your books again. Bookkeep provides tools to help automate the most tedious data entry processes…

Find out more »

Special ‘Appy Hour Episode: Backup Your QuickBooks Online Data with REWIND

January 21, 2020 @ 4:00 pm - 5:00 pm EST

Breaking News! If you've been backing up with Chronobooks, then you received an email from Intuit that service will be discontinued as of February 25th and all your data will be deleted. Rewind is backup service that offers secure backups of your QuickBooks data and offers additional features that weren't available in their competitor. Join us for this special episode with Rewind CEO, Mike Potter to learn why and how you can secure your financial data!

Find out more »

Aero Workflow

January 28, 2020 @ 4:00 pm - 5:00 pm EST

Learn how to use Aero to manage accounting firm workflow! Together we will map out typical firm tasks and how best to use apps to manages client tasks. By using the superpower of Zapier, we will demonstrate how recurring tasks can be automated, slack messages sent, and how Google integration help to create a unified system for managing firm work. If your tired of segregated systems and ready for a better way to manage your firm’s workflow, this webinar is…

Find out more »

February 2020

Transaction Pro

February 11, 2020 @ 4:00 pm - 5:00 pm EST

How to import historical data into QuickBooks Online In this episode, we'll explore best practices when importing historical list and transaction data into QuickBooks. How should you format data so that your import is as efficient and accurate as possible? We'll also examine the QuickBooks Online and Desktop database schema.

Find out more »


February 25, 2020 @ 4:00 pm - 5:00 pm EST

Managing fixed assets with NettTracker Fixed asset management has long been a struggle for QuickBooks Online users. What if there was an app that would scan your transactions and automatically flag fixed assets and allowed you to automatically record depreciation entries?

Find out more »

March 2020

Best of Both Worlds: QuickBooks Desktop & Other Apps in the Cloud with RightNetworks

March 10, 2020 @ 4:00 pm - 5:00 pm EDT

Cloud accounting is all the rage today but many accounting pros still support clients who use desktop-based applications. In this episode, we'll show you how firms can create and support an entire desktop ecosystem in the cloud using RightNetworks hosting platform.

Find out more »

Import Clover Daily Sales Summary into QuickBooks Online Using CommerceSync

March 24, 2020 @ 4:00 pm - 5:00 pm EDT
Commerce Sync Slider image

Learn how Commerce Sync can save time and improve accuracy by importing Clover daily sales summary into QuickBooks Online. Automate your Clover sales to create error-free accounting of sales, discounts, and expected deposits. Join us for this episode to see a demo of how to enable automatic imports and map your accounts. Clover is a flexible point of sales tool with barcode ability, inventory management for brick and mortar and mobile businesses.

Find out more »

April 2020

Apps to Help Keep Your Workforce Connected, Informed and Productive While Working Remotely

April 28, 2020 @ 4:00 pm - 5:00 pm EDT

In this episode, learn about apps on ADP Marketplace that can help businesses engage and support their employees through changes in their normal work routines. Did you know that ADP® integrates with platforms like Slack, Microsoft Teams and Workplace by Facebook, allowing employees to check their PTO hours and valuable HR information just by typing a question? And PayActiv helps employees boost their financial wellness by allowing them early access to their earned but unpaid wages, at no cost to…

Find out more »

May 2020

Supercharge your Accounts Payable processes with Vic.ai

May 12, 2020 @ 4:00 pm - 5:00 pm EDT

Our guest, Todd Robinson, comes to us with over 16-years of experience in the accounting industry having worked for a number of software technology vendors, most recently partnering up with Vic.ai as their Head of Strategic Accounts to help them pioneer Artificial Intelligence (AI) and machine learning in this new Era of Intelligent Accounting. With their true AI platform, the Accounts Payable invoice processing reality of full automation can be achieved, helping firms to operate more efficiently so they can better leverage…

Find out more »

‘Appy Hour Open Mic with Matthew Fulton and ADP

May 26, 2020 @ 4:00 pm - 5:00 pm EDT
'Appy Hour Open Mic with Matthew Fulton and ADP
Find out more »

June 2020

Power Panel: Automate Your Client On-boarding with Practice Ignition

June 9, 2020 @ 4:00 pm - 5:00 pm EDT
Power Panel: Automate Your Client On-boarding with Practice Ignition
Find out more »

Explore Sales Tax Nexus for Ecommerce with Webgility

June 23, 2020 @ 4:00 pm - 5:00 pm EDT
Find out more »

July 2020

Finding the Right Funding for your Clients with FundBox

July 14, 2020 @ 4:00 pm - 5:00 pm EDT
Find out more »

August 2020

Open Mic Session with Sherrell Martin and David Leary from Melio Payments

August 11, 2020 @ 4:00 pm - 5:00 pm EDT

Join us on August 11th for a special QB 'Appy Hour Open Mic session with Sherrell Martin from Nitram Financial Solutions and David Leary from Melio Payments and the Cloud Accounting Podcast .

Find out more »

Finding Funding for Your Client with FundBox

August 25, 2020 @ 4:00 pm - 5:00 pm EDT

The current economic environment has made funding for small business even more complicated. How can accounting professionals help their clients be innovative and change the way they think about staying fiscally viable and funding growth.

Find out more »

September 2020

Transform Your Firm Workflows with Intuit Practice Management

September 8, 2020 @ 4:00 pm - 5:00 pm EDT

Experience unparalleled productivity with new practice management software that deeply integrates with your work email, accounting and tax software. Centralize all of your contacts, communication and work online with Intuit Practice Management powered by Karbon. With nothing to install or maintain, you'll be up and running in no time.

Find out more »

Transaction Pro

September 22, 2020 @ 4:00 pm - 5:00 pm EDT

In this episode, we'll explore the new features of the redesigned Transaction Pro dashboard!

Find out more »

October 2020

Apps to Manage Your Life and Sanity

October 13, 2020 @ 4:00 pm - 5:00 pm EDT
Find out more »

Sync with Connex eCommerce Connector for QuickBooks

October 20, 2020 @ 4:00 pm - 5:00 pm EDT

Free yourself from manual QuickBooks data entry and grow your online store. Connex automatically syncs sales and inventory from Amazon, Shopify, WooCommerce and more with QuickBooks Desktop and QuickBooks Online.

Find out more »

November 2020

ADP Benefits and Retirement Planning

November 10, 2020 @ 4:00 pm - 5:00 pm EST

Did you know that ADP does so much more than just payroll processing? In this episode, we'll take a look at ADP benefits and retirement planning services. Learn how to leverage your partnership with ADP and grow your practice by expanding the ADP products your firm supports!

Find out more »

December 2020

Stellar Client Experience with Liscio

December 8, 2020 @ 4:00 pm - 5:00 pm EST
Find out more »

Apps to Watch in 2021

December 22, 2020 @ 4:00 pm - 5:00 pm EST

Liz and Heather reveal the apps they'll be watching in 2021! Learn about new technology that can improve the way you do business.

Find out more »

January 2021

Elevate Your Practice and Firm with Advisory Services with Fathom Reporting

January 12 @ 4:00 pm - 5:00 pm EST
Find out more »

February 2021

Why Do You Need A CRM?

February 9 @ 4:00 pm - 5:00 pm EST

Method:CRM is the #1 rated CRM for QuickBooks users. Whether you need simplified contact management, more accurate estimating, or something else entirely, Method has a solution for you.

Find out more »

Business Banking Made Easy

February 23 @ 4:00 pm - 5:00 pm EST
Find out more »

March 2021

Is Your Firm Cyber Secure? What You Need to Know to Protect Your Firm and Clients with Practice Protect

March 9 @ 4:00 pm - 5:00 pm EST
Find out more »

Boost Productivity by Decluttering & Sorting Email

March 23 @ 4:00 pm - 5:00 pm EDT
Find out more »

April 2021

Simplify Sales Tax With Automation

April 6 @ 4:00 pm - 5:00 pm EDT
Find out more »

How To Process A/P For Free with Melio

April 27 @ 4:00 pm - 5:00 pm EDT

Join us as we check out new ways to process A/P for free with Melio! Liz and Heather will share why Melio works for them.

Find out more »

May 2021

An intelligent clean-up tool to drive efficiency and derive accurate numbers

May 4 @ 4:00 pm - 5:00 pm EDT

Join us for a special Deep Dive session as we meet with AutoReview and learn how to utilize this intelligent clean-up tool to drive efficiency and derive accurate numbers.

Find out more »

BREAKING NEWS! Get The Inside Scoop on Liscio and Karbon Integration!

May 11 @ 4:00 pm - 5:00 pm EDT

Join Chris Farrell, CPA, and Ian Vacin as they debut the exciting upcoming integration between Liscio and Karbon. With these two powerful systems working together you'll have a delightful digital front office (Liscio) to offer clients, and you can harness the power of Karbon's workflow systems as well. As Ian put it "Liscio is where the client interaction, document exchange and conversation happens, and Karbon is where the work gets done". With these two systems working together, your firm can…

Find out more »

Forecasting versus Budgeting, and why Forecasting makes the BEST Advisory Service

May 25 @ 4:00 pm - 5:00 pm EDT

Join us as we have LivePlan here to show us why forecasting makes the BEST advisory service and how they can help!

Find out more »

June 2021

The Essentials of Documenting, Standardizing & Automating Your Critical Processes

June 8 @ 4:00 pm - 5:00 pm EDT
Find out more »

Increase Cash Flow by Managing your Accounts Receivable Risk with AR Collect

June 22 @ 4:00 pm - 5:00 pm EDT

AR Collect has been revolutionizing receivables management since we launched our first application in 2008. We began life as one of the first companies to automate the management and collection of unpaid invoices, with the objective of making it easier for you to get paid faster. Today, we provide technology that streamlines your collections processes with rich email functionality, combined with superb visibility of all the relevant data that you need. Save time to manage and collect your receivables faster.…

Find out more »

AR Collect Deep Dive Learn to fully automate your clients’ Accounts Receivable processes from soup-to-nuts

June 29 @ 4:00 pm - 5:00 pm EDT

Learn to fully automate your clients' Accounts Receivable processes from soup-to-nuts with AR Collect. In this 'Appy Hour Deep Dive session, Liz and Heather will guide you through the set-up and implementation process and teach you how to use AR Collect with your clients. Accounts Receivable management services are just another way accounting firms can support their clients and help them stay on top of their cash flow and reduce their accounting workload.

Find out more »

July 2021

Getting to know ADP’s Accountant Partner Program

July 7 @ 4:00 pm - 5:00 pm EDT

Join us as we discuss why you should use ADP and how their Accountant Partner Program can help you. We’ll dive deep into ADP’s super helpful features and learn about their dedicated Accountant Support and Partner Resources.  Identify useful resources offered by ADP, including COVID support and Service Connect Discover ADP’s Marketing Toolkit and how it can help you to quickly get the word out about your firm’s services to existing clients and new prospects Recognize how ADP’s compliance updates…

Find out more »

Creating Templates and Migrating Data to QuickBooks Online

July 13 @ 4:00 pm - 5:00 pm EDT

Learn how to create templates and migrate data to QuickBooks Online. Instead of starting from scratch each time you need to import lists such as the industry Chart of Accounts create and use templates for standardizing the workflow. Rewind can also copy an entire QuickBooks Online data file and replicate single items or all the data.

Find out more »

Accountant Connect Deep Dive

July 14 @ 4:00 pm - 5:00 pm EDT

Join us as we dive deep into the features of Accountant Connect - from creating a free account to locating & utilizing all the different tools that are provided. We’ll discuss ADP’s Practice Management and Analysis Tools and how you can utilize them in your own firm, as well as visit the CCH Resource Library. Identify how easy it is to get started with Accountant Connect - learn how to create your free account & get to know the Dashboard…

Find out more »

How to Grow Your Practice with ADP’s HR Advisory Tools

July 21 @ 4:00 pm - 5:00 pm EDT

Join us as we deep dive into how ADP can help you grow your practice by using ADP’s HR Advisory Tools. We’ll discuss new opportunities you may have to expand your service offerings and where to find the resources to help you get there.   Develop ideas for providing HR Advisory Services (Refer vs. Resell) Learn to employ ADP’s Advisory Tools including hiring & onboarding, compensation & performance, & employee benefits Discover all of the integrated services ADP provides and how…

Find out more »

Better Bill Pay: Automated workflows, full features, free payments

July 27 @ 4:00 pm - 5:00 pm EDT

Corpay One offers payments, enhanced approvals and workflows, smart scanning, expense reimbursements, and more - all while integrating with QuickBooks Online, Xero & Sage Intacct. Some key points we'll touch on during this episode: Comprehensive approval processes (payment workflows), accurate OCR, no monthly fees, free ACH & check payments, & free expense reimbursements. Join us as we deep dive into this all-in-one automation solution!

Find out more »

August 2021

Control Expenses Using Smart Cards with Credit Limits

August 10 @ 4:00 pm - 5:00 pm EDT

Eliminate Wasteful Spending And Get Real-Time Reporting. Divvy Is The New Financial Nervous System For Every Business. Join us as we learn more about how Divvy Pay can work for your business!

Find out more »

Enhancing CAS Productivity & Profitability Through Intelligent, User-Friendly Technology

August 24 @ 4:00 pm - 5:00 pm EDT

Dext (formerly Receipt Bank) provides real-time, accurate data so that accountants and bookkeepers can focus more on advising their clients - and less on manual data entry! Join us for a look at the newest productivity-boosting features, including Dext Prepare and Dext Precision, as well as those soon to come!

Find out more »

September 2021

The Secrets to Launching a Highly Profitable Advisory Practice with Qvinci’s Revolutionary Turnkey Advisor Program

September 14 @ 4:00 pm - 5:00 pm EDT

Join us as we learn Qvinci’s simple 3-step process to transforming your traditional compliance practice into a revenue-generating advisory powerhouse, all without working longer or harder. Register today!

Find out more »

Map Your Scaling New Heights Journey

September 16 @ 4:00 pm - 5:00 pm EDT

Join us for a super special episode of the 'Appy Hour! We'll be joined by Joe Woodard to discuss mapping your Scaling New Heights journey! We'll explore topics such as picking your area of focus, choosing courses that are in alignment, and who to visit in the exhibit hall. You won't want to miss this episode! 

Find out more »

Inventory Management + Growth Summit Kick-Off Party!

September 21 @ 4:00 pm - 5:00 pm EDT

We will be kicking off Fishbowl's Inventory Management + Growth Summit! Join us for our virtual bar meetup where we'll discuss courses offered during the summit, share ideas and explore summit speakers and expertise. During the Inventory Management + Growth Summit, you'll have access to: Industry-leading speakers from top companies Actionable content you can implement today Leadership, Business, Finance, Marketing, Scaling focused content 10+ hours of growth content Immediate access to all content on September 28th Access to view content…

Find out more »

Liscio & SmartVault are Now Integrated!

September 28 @ 4:00 pm - 5:00 pm EDT

When did accounting and tax become so stressful that you actually considered leaving the profession? You’re working too hard. But you love your clients and you’re really good at your job.  What if clients sent you documents the first time you asked, with no chasing required? And what if these documents could seamlessly flow into your accounting and tax programs? How much better would your work life be? How much more productive could you be? How much more time could…

Find out more »

October 2021

Enterprise Invoice and Payment Automations for QuickBooks

October 12 @ 4:00 pm - 5:00 pm EDT

Learn how RECUR360 can supercharge your business with automated invoice and payment automations.  Grab a cocktail and get informed how RECUR360 can get you or your customers paid  faster.

Find out more »

LIVE at Scaling New Heights!

October 26 @ 4:00 pm - 5:00 pm EDT

Join us as we broadcast LIVE from Scaling New Heights with ADP! We'll be conducting on-site interviews with apps like Liscio, Practice Ignition, and Avalara.

Find out more »

November 2021

The Power of Community

November 9 @ 4:00 pm - 5:00 pm EST

Join us as we sit down with ADP to discuss the power of community! This episode will feature a number of ADP’s strategic partners, including BizEquity, Botkeeper, Jirav and Rootworks. Special guests to include Rootworks Founder & CEO Darren Root, Botkeeper VP of Strategy Jody Padar and many more. You won’t want to miss this star-studded lineup!

Find out more »

Black Friday DEALS!

November 23 @ 4:00 pm - 5:00 pm EST

Join us for an episode of Black Friday DEALS! We'll be highlighting all of the special discounts and offers from your favorite apps! You definitely won't want to miss this one!

Find out more »
+ Export Events