Accounting Biz Talk Past Webinars

Biz Talk Recordings

Get unlimited access to all Biz Talk recordings and handouts from October 2017 through December 2018. Don’t miss a thing!

$67


Here’s What You Get:

Dec 6, 2018 – Intuit Update – Redesigned ProAdvisor Program

Field of Study: Communications and Marketing
Learn about the updates to the QuickBooks ProAdvisor Program, which has been redesigned to recognize more of the work you do with new and innovative benefits.

  • Explore the new program features
  • See the new benefits with even more ways to help you market and grow your firm
  • Learn about the new experience within QuickBooks Online Accountant

Nov 29, 2018 – Accountant’s Accelerator 2019 Preview

Field of Study: Business Management and Organization
In its ninth year, Accountant’s Accelerator is going strong with all new content that gets back to basics. We’ll describe our 2019 offerings in detail while providing profit-boosting tips for your accounting practice. After completing this session, you’ll be able to:

  • Identify the place within your practice that needs the most improvement
  • Design a training program for you and your staff for 2019
  • Name the two major components of the Accountant’s Accelerator program

Nov 15, 2018 – Technology Update Preview

Field of Study: Computer Software and Applications
I don’t know which is more challenging this year: keeping up with the new tax law changes or the new software applications that are springing up everywhere. In this session we’ll leave tax to someone else and provide a sneak preview into some of the newest accounting technology and trends to save you time and increase your profits. After completing this session, you’ll be able to:

  • Identify where you are vs. where you should be in your practice related to cloud accounting
  • List the steps to evaluate apps so you don’t waste time or money on the wrong one
  • Name a few places where you can find out more
    • Nov 1, 2018 – How to Give Yourself a Raise, Step-by-Step

      Field of Study: Economics
      Are you earning what you’re worth? How does your pricing compare to your competitors? Do you feel your clients are “cheap” and won’t pay more? Attend this session to understand some basics about pricing. It’s the one thing you can do that could instantly raise your income without much additional effort. After completing this session, you’ll be able to:

      • Name three places you can find pricing surveys for accounting and tax services
      • List the components of a price increase letter you can send out to clients that will reduce attrition
      • Define what you need to do if you feel your clients are “cheap”
      • Identify one place you can go to find out more

      October 18, 2018 – Practice Management Mastery Scorecard

      Field of Study: Business Management and Organization
      How healthy is your business from a practice management standpoint? In this session, we’ll all take a quiz and see how you score. (Your scores will not be shared with anyone else.) After completing this session, you’ll be able to:

      • Determine the maturity of your business from a practice management standpoint. It’s not about how long you’ve been in business.
      • Identify areas for improvement
      • Name one place where you can find out how to improve the practice management side of your business.

      October 4, 2018 – Marketing KPIs: A New Revenue Stream for Your Clients

      Field of Study: Management Services
      You likely provide financial reports for your clients, but most of your clients need much more; they need your numbers skills when it comes to growing their revenue. In this session, we’ll provide an overview of how to acquire the skills you need to go into deep advisory consulting with your client on sales and marketing metrics. When your clients are successful, so are you. After completing this session, you’ll be able to:

      • Name at least three areas of marketing that have entire sets of metrics that you can help your clients with
      • Learn a few marketing terms and formulas to calculate some of these metrics.
      • List one place where you can learn more and develop and entire new revenue stream for your business.

      September 20, 2018 – Accounting’s Dirty Little Secret: Racial and Gender Bias and How to Fight It

      Field of Study: Human Resources
      Most accounting leaders feel that talking about gender and racial issues are a waste of time and “made up” so minorities can get ahead. But neuroscience paints a completely different story. Sandi will put her neuroscience hat on (she has a masters in it) and share science that shows how critical this problem really is. After completing this session, you’ll be able to:

      • List at least three ways your brain doesn’t work in decision-making like you think it does. This work is from Nobel winner Daniel Kahneman and his long-time research partner Amos Tversky.
      • Discover a test you can take to see if your thinking is biased
      • Name two places where you can find out more.

      Sept 6, 2018 – Business Incorporation and Compliance – What to Know for Your Firm and Your Clients

      Field of Study: Business Law
      Learn the ins and outs of business incorporation and compliance from small business expert and CorpNet.com CEO, Nellie Akalp, who has helped incorporate over half a million businesses across the United States. You’ll gain insight as to why it is important to incorporate, how to incorporate, what entities to choose from, how to stay in compliance, and more. Use this for not only your own firms, but also to gain a new revenue stream and help your entrepreneurial clients. After completing this session, you’ll be able to:

      • Recognize the importance of keeping a business compliant with the state and how to streamline the process
      • Identify popular business entities such as the sole proprietorship, C Corporation, S Corporation and LLC and their advantages and disadvantages
      • Name the benefits of adding business filings services (without giving legal advice and without increasing your workload) such as incorporation, LLC filings, registered agent services and annual compliance management and filing to your existing accounting services

      Aug 30, 2018 – How Does Your Accounting Business Rank? 12 Questions to Help You Focus for Success

      Field of Study: Management Services
      Are you curious to see how your business scores against others when it comes to several factors? I’ll share my firm assessment tool so you can see how you rate and more importantly discover areas you should consider improving. You’ll also get a peek on my take about what makes a great leader in our profession. After completing this session, you’ll be able to:

      • Know your answers to 12 questions designed to provide you with insights into your business
      • List several areas to consider when scoring the success of your firm
      • Name one place you can find out more about assessing your firm and leadership in general

      Aug 16, 2018 – How to Start Offering Advisory Services Using KPIs and Dashboards

      Field of Study: Finance
      One area of advisory services that is needed is to help clients with key performance indicators (KPIs), a dashboard of financial metrics, or business intelligence. We’ll discuss a few basic KPIs, some apps that can help, and where to get more information on this topic. After completing this session, you’ll be able to:

      • Name at least five KPIs and the formulas to compute them
      • List a few apps that can facilitate the computation process and dashboard display of KPIs
      • Name at least one place where you can find out more about this topic

      Aug 9, 2018 – No webinar

      Aug 2, 2018 – 2018 Intuit Rate Survey Results: How Does Your Pricing Stack Up

      Field of Study: Economics
      It’s hot off the presses! The all-new 2018 Intuit Rates Survey is in, and your favorite presenter, Michelle Long, will be sharing her insights into today’s trends in pricing accounting services and how it affects you. A small increase in your pricing can have huge effects on your revenue, so don’t miss this session! After completing this session, you’ll be able to:

      • See what your peers are charging for services
      • Get insights to help determine your billing rates
      • Learn the best sources to find new clients

      July 26, 2018 – No webinar

      July 19, 2018 – NEW TOPIC: A Peek Behind the Scenes into My Business: My Tech Stack and the Apps We Use

      Field of Study: Computer Software and Applications
      Are you curious as to what apps we use behind the scenes in my business? I’ll share how we have our entire back office “wired” and the more than 20 apps we use as well as which one save us tens of thousands of dollars in labor each year. After completing this session, you’ll be able to:

      • List more than 20 apps Sandi uses in her business
      • Name two apps Sandi recommends you use that she doesn’t use in the same way
      • Name three apps that have saved her the most money and time and where you can find more about them

      July 12, 2018 – No webinar

      July 5, 2018 – How to Use LinkedIn to Get Clients and New Referral Sources

      Field of Study: Communications and Marketing

      LinkedIn is the most popular social media platform for accounting professionals. There is a lot you can get out of this tool, and there is a lot that has changed since Microsoft bought it some time ago. After completing this session, you’ll be able to:

      • Name at least three tips you can use to optimize your profile for the goals you have
      • List at least three parts of LinkedIn that you can take advantage of for increased connection and exposure
      • Describe one issue with LinkedIn that you need to be aware of

      June 28, 2018 – Should You Get a Software Certification to Boost Your Revenue and Your Expertise?

      Field of Study: Computer Software and Applications

      This session will explore all of the certifications available in the software apps area of our industry. You might be surprised at how many there are to choose from, and yes, we’ll go far beyond Intuit’s QuickBooks certifications and show you what else is available. After completing this session, you’ll be able to:

      • Name at least a dozen software certifications you can earn to gain credibility and expertise for you, your business, and your clients
      • Describe a few facts about several of these certifications and the software they are connected to
      • Understand the options you have with software certifications

      June 21, 2018 – Three Way-Cool Ways to Help Your Clients with Cash Flow

      Field of Study: Finance
      How many clients do you have that need help with cash flow? Most of them, right? In this week’s session, I’ll show you how to help your clients with their cash flow needs. These are super-easy and almost everyone can implement them in less than a week and get started toward build a new revenue stream.

      After completing this session, you’ll be able to:

      • List a couple of quick cash flow tips that will get you a small step toward providing advisory services for your clients
      • Name a few apps you can use that provide cash flow help to clients
      • Learn the first step to getting set up to help clients with cash flow advisory services

      June 14, 2018 – Integration Tools, and a Deep Dive into Zapier

      Field of Study: Computer Software and Applications
      How many cloud apps does your business use? I stooped counting at 20, and I bet your business isn’t much different from mine. We need a way for our apps to talk to one another and move data from one to another. After completing this session, you’ll be able to:

      • Name at least two major integration tools that help you move data from one app to another
      • Understand the possibilities available in Zapier as we take a deep dive into my own account
      • List dozens of “zaps” that could help you automate the mundane tasks in your own business

      June 7, 2018 – Social Media Posting Tools 101

      Field of Study – Communications and Marketing
      In this week’s session, we’ll go over several options that you can use to post to your social media platforms all at once. Most of these tools allow advanced scheduling so that you can schedule your posts months in advance. After completing this session, you’ll be able to:

      • Name at least four social media posting and scheduling tools available
      • Understand the basic features of Hootsuite, where we’ll do a demo
      • List a few pros and cons of a few of the apps we cover

      May 31, 2018 – Should You Get an Advisory Certification to Boost Your Revenue and Your Expertise?

      Field of Study: Specialized Knowledge
      This highly unique session will explore all of the certifications available in the advisory space in our industry. You might be surprised at how many there are to choose from. (We will do a later session that covers software certifications, so they will not be included in this session.) After completing this session, you’ll be able to:

      • Name at least a dozen advisory certifications you can earn to gain credibility and expertise for you, your business, and your clients
      • List certifications that require a CPA and those that don’t
      • Understand all of the option available to you in this area that goes beyond compliance

      May 24, 2018 – The Nuts and Bolts of Pricing Your Accounting, Tax, or Bookkeeping Services

      Field of Study: Economics
      Are you curious about how your peers are pricing their services? While we can’t break FTC price-fixing laws, we will show you the most common ways to price, where to find pricing surveys, and how to find out more about switching from one method to another. After completing this session, you’ll be able to:

      • Name the five most common ways accounting and bookkeeping businesses are pricing their services
      • List the three major places you can get pricing surveys and which one is most applicable to your firm size and service mix
      • Name a couple of places where you can get more information on pricing training and coaching in our profession

      May 17, 2018 – Are You Ready for the Huge Change in Client Data Privacy Laws?

      Field of Study: Business Law
      Have you noticed how every large company you work with has been sending you new privacy policies? Find out why and what your business/s responsibilities are in this week’s session. After completing this session, you’ll be able to:

      • Name the three major privacy laws impacting the private client data that you work with every day
      • List where to find the laws impacting your country and states/provinces
      • Begin to define the responsibilities you have to your clients regarding privacy and security of their data

      May 3, 2018 – Essential Changes You Need to Make to Your Website ASAP

      After completing this course, participants should be able to:

      • List five changes that may need to be made to your website right away
      • Name five more changes to your website that will increase your ROI
      • Repeat what GDPR stands for and whether you need to worry about it

      April 26, 2018 – Getting Clients from Bing; Google Is Not the Only Game in Town

      After completing this course, participants should be able to:

      • List two reasons why a business might want to be listed in Bing
      • Describe how to find how your business is ranking in Bing
      • Define Bing Webmaster Tools and one benefit of it

      April 19, 2018 – How to Stay in Touch with Tax Clients Year-Round

      After completing this course, participants should be able to:

      • List three things clients might need from you after filing
      • Name at least three types of clients that need help beyond tax
      • List one automated way to stay in touch with clients that provides a $40 to $1 return on investment

      April 12, 2018 – Why You Should List Your Site in Yelp

      After completing this course, participants should be able to:

      • Perform a local search to help you decide whether you should list in Yelp
      • Name one downside of listing with Yelp
      • List one benefit of completing your profile in Yelp

      April 5, 2018 – Working Smarter with QuickBooks Online Accountant

      Field of Study: Computer Software and Applications

      QuickBooks Online Accountant (QBOA)

      • Overall product vision
      • Deep dive
      • How you can manage all your work and all your clients – all in one place with one login
      • The latest features and enhancements
      • Next steps

      March 29, 2018 – 10+ Ways to Boost Your Energy to Make It the Final Stretch of Tax Season

      Field of Study: Personal Development

      After completing this course, participants should be able to:

      • List ten ways to reduce your stress
      • Name ten ways to increase your energy
      • List ten snacks under 100 calories that are healthy for you

      March 22, 2018 – 7 Ways to Wow Your Clients So They’ll Never Forget You

      Field of Study: Communications and Marketing

      After completing this course, participants should be able to:

      • List five email best practices
      • List four benefits of staying in touch with clients year-round
      • List two major ways to send out announcements to clients

      March 15, 2018 – How to Profit from Your Google for Business Listing

      Field of Study: Communications and Marketing

      After completing this course, participants should be able to:

      • Describe how to access Google for Business
      • List at least three items of data you’ll need to complete your profile
      • Describe the verification process that Google uses to validate your listing

      March 8, 2018 – How to Stay Healthy for Tax Season

      Field of Study: Personal Development

      After completing this course, participants should be able to:

      • List ten ways you can stay health for tax season
      • Name at least five lateral shifts you can make in your diet to eat and feel healthier
      • Describe three parts of a healthy exercise program

      March 1, 2018 – Cancelled for this week only with my apologies

      February 22, 2018 – 10 Ways to Manage Your Time Like a Multi-Millionaire

      Field of Study: Personal Development

      After completing this course, participants should be able to:

        • List six ways to minimize interruptions
        • Name three undesirable side effects of not delegating
        • List ten ways to manage your time better
        • Name four things you can automate
        • List three things you can outsource

      February 15, 2018 – QuickBooks ProAdvisor Program: Helping you build your practice and your expertise

      Field of Study: Computer Software and Applications

      Learning Objectives:

      After completing this course, participants should be able to:

          • List five tips to maximize your ProAdvisor profile
          • Name three new things about your ProAdvisor profile
          • List one change about the QuickBooks Online ProAdvisor certification process

      February 8, 2018 – Facebook for Business

      Field of Study: Communications and Marketing

      Learning Objectives:

      After completing this course, participants should be able to:

          • List a couple of best practices when receiving a bad review online
          • Name one feature of using Facebook groups
          • List at least two tips to engage users on Facebook

      February 1, 2018 – How to Help Clients Decide if it’s Time for a Legal Entity Change

      Field of Study: Business Law

      Learning Objectives:

      After completing this course, participants should be able to:

          • List six reasons why clients should consider incorporating
          • Name five common business structures
          • List six characteristics of the S Corporation

      January 25, 2018 – Facebook Business Pages

      Field of Study: Communications and Marketing

      Learning Objectives:

      After completing this course, participants should be able to:

          • Name at least three things you need to do to update your Facebook business page
          • List a few of the fields you can complete on the Business page
          • Describe where to go to modify the Business Page tabs

      January 18, 2018 – Facebook for Business

      Field of Study: Communications and Marketing

      Learning Objectives:

      After completing this course, participants should be able to:

          • Explain the difference between a group and a page
          • Name the feature you need to use to separate business from personal on Facebook
          • List at least 2 benefits of using Facebook for business

      January 11, 2018 – CRMs

      Field of Study: Business Management and Organization

      Learning Objectives:

      After completing this course, participants should be able to:

          • List two places you might already have a CRM in your business
          • Define at least one process to put into place to get the most out of a CRM
          • Name at least two custom fields you should keep updated in your CRM

      January 4, 2018 – Best Online Marketing Methods for 2018

      Field of Study: Communications and Marketing

      Learning Objectives:

      After completing this course, participants should be able to:

          • List the most frequent marketing method in the accounting industry
          • Name a few of the most underutilized marketing methods in accounting services
          • Name the one tool you can use to evaluate your marketing ROI

      December 28, 2017 – Using Constant Contact to Grow Your List

      Field of Study: Communications and Marketing

      Learning Objectives:

      After completing this course, participants should be able to:

          • Name one example of list management software
          • Describe one benefit of building an email list
          • List the three places in Constant Contact that you need to know to send newsletters

      December 21, 2017 – Developing a Client Touch Plan

      Field of Study: Communications and Marketing

      Learning Objectives:

      After completing this course, participants should be able to:

          • Define client touch plan
          • List at least three possible components of a client touch plan
          • Name one reason why sending a client newsletter is beneficial

      December 14, 2017 – Managing a Virtual Office

      You’re in for a treat this week with our guest Renee Daggett of AdminBooks, ranked in the top 15 Firm of the Future contest finalists. She’ll share her tips on creating and managing a virtual team as well as serving clients remotely.

      Field of Study: Business Management and Organization
      Learning Objectives:
      After completing this course, participants should be able to:

          • List at least one pro and one con of hiring virtual workers
          • List at least three technology apps that support virtual working
          • Name at least one place to find virtual workers

      December 7, 2017 – Get Ready for Tax Season

      Tax season is right around the corner. Here’s how to make the most of it.

      Field of Study: Communications and Marketing
      Learning Objectives:
      After completing this course, participants should be able to:

          • List at least two things to do in December to save crunch time later
          • Describe how you can have three mini-busy seasons
          • Name at least two things that you should never schedule from Feb – April

      November 30, 2017 – Ranking High in Search

      Would you like your web site to rank higher in search results? Here are my top tips.

      Field of Study: Communications and Marketing
      Learning Objectives:
      After completing this course, participants should be able to:

          • Define what a title tag is
          • Determine if your site has been optimized
          • Determine your own site’s ranking in search

      November 23, 2017 – No Webinar this week for Thanksgiving break

      November 16, 2017 – Common Web Mistakes

      As a web design firm, we wish we could prevent all the mistakes clients make before they come to us. This session will provide lessons learned.

      Field of Study: Communications and Marketing
      Learning Objectives:
      After completing this course, participants should be able to:

          • List four considerations when choosing a domain name
          • List six ways on your website to show you have current clients
          • List five things that can be broken about your web site

      November 9, 2017 – Problem Clients

      There is at least one in every practice. This week we’ll discuss problem clients and what we can do about them.

      Field of Study: Communications and Marketing
      Learning Objectives:

      After completing this course, participants should be able to:

          • List four categories of issues with clients
          • List four ways to prevent slow-pay clients
          • List three potential consequences for clients who miss paperwork deadlines

      November 2, 2017 – The Virtual Office – Push Notifications

      The hottest new way to stay in touch with clients is through push notifications. We’ll share what they are and two apps that automate the process.

      Field of Study: Communications and Marketing
      Learning Objectives:
      After completing this course, participants should be able to:

          • Define push notifications
          • List at least two apps that provide this technology
          • Name three benefits of push technology

      October 26, 2017 – The Virtual Office – To-Do List Management Software

      We’ll share our journey with to-do list management software, including some project management apps we first used and why we use something simpler now.

      Field of Study: Communications and Marketing
      Learning Objectives:
      After completing this course, participants should be able to:

          • Name at least two list management apps
          • List at least two features of to do list software
          • Describe how we structure our projects in our software

      October 19, 2017 – The Virtual Office – Videos and YouTube

      This week, we’ll show you the secrets behind the four major types of videos we offer, the software we use, options for you, and where we get our video content. We’ll also provide an introduction to YouTube so you can see how easy it is to customize, shoot, and share videos with your clients. We’ll also christen our new community platform.

      Field of Study: Communications and Marketing
      Learning Objectives:
      After completing this course, participants should be able to:

          • List at least five sources of content for videos
          • Name at least 2 free screen capture websites
          • Describe how to set up an account and create a channel on YouTube

      October 12, 2017 – The Virtual Office

      You asked for it, so this week, we’ll talk about video conferencing options. I’ll share my best webcam tips, and we’ll talk more about upcoming show features as well as announce a very cool new platform we’ll use.

      Field of Study: Communications and Marketing

      Learning Objectives:

          • After completing this course, participants should be able to:

          • List two considerations when using a webcam
          • Name at least 10 choices for videoconferencing apps
          • Describe where to look for security information when using videoconferencing

      October 5, 2017 – The Virtual Office

      In this week’s inaugural webinar of Accounting Biz Talk, we’ll share a little bit about the format of the weekly Talk and what to expect each week. Then we’ll do a deep dive into an app that has saved Sandi about $10K per year.

      Field of Study: Computer Software and Applications

      Learning Objectives:

      After completing this course, participants should be able to:

          • Calculate the potential savings of using a calendar app
          • List at least three brands of cloud calendaring products
          • Describe the basic setup requirements for a calendaring product
          • Name at least three things to look for when selecting a calendaring product

      Biz Talk Recordings

      Get unlimited access to all Biz Talk recordings and handouts from October 2017 through December 2018. Don’t miss a thing!

      $67

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