webinar

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Join me for “The Intersection of AI and Finance” with IMA

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Join me for “The Intersection of AI and Finance” with IMA

Join me, Stephan Kramer, and Jeremiah Edwards, as we explore how AI is transforming accounting and finance. We'll explore real-world applications, discuss the challenges and opportunities of AI adoption, and examine emerging trends that are redefining our profession.

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Join me live for "Building a Modern CPA Firm" with Alan Whitman

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Join me live for "Building a Modern CPA Firm" with Alan Whitman

Join me on May 08, 2024, at 10:30 am PST for a live-streamed podcast interview with Alan Whitman, the former CEO of Baker Tilly US. Alan will share his advice for how to transform traditional CPA firms into modern, sustainable, and innovative powerhouses.

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Build A Focused Firm Finale: "Let’s Talk Practice Management"

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Build A Focused Firm Finale: "Let’s Talk Practice Management"

Hector Garcia, CPA, will summarize the key takeaways from all seven episode of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation. Join us live to ask your questions and get answers from Hector.

How to Promote your Xero Practice Online

How to Promote your Xero Practice Online

Check out the recording of this webinar I did with Matt Wilkinson from Bizink. In the video we share some of the top techniques HPC and leading Xero accounting firms use to promote themselves online. 

How to move your accounting practice to fixed fees

How to move your accounting practice to fixed fees

Wayne Schmidt from PracticeIQ was kind enough to ask me to sit in on one of his weekly webinars. In this video I share a bit what I learned about pricing in 3 years of starting up and running my online bookkeeping firm.