Earmark

Streamline your firm's tax season workflow. Discover essential tools and techniques that enhance operational efficiency while maintaining compliance standards, creating a more effective preparation process for your practice. Instructor(s): John Jeanson - https://lnkd.in/gnHxXy8z ??Laurence Bernstein, CPA - https://lnkd.in/gq2FzvwG Michael Young - https://lnkd.in/gyhreteb Learn more about Ramp: https://ramp.com/earmark ??NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self Study course is ready (typically within two business days post-webinar). Once the QAS Self Study course is ready, you can access it here: https://lnkd.in/gStdmHH3

While others react to change, forward-thinking finance professionals prepare for it. ?? "New Year Predictions: Get Ready for 2025" is your roadmap to the technological shifts that will reshape accounting and finance in the coming year. In this forward-looking course, Darren Root and John Mitchell explore: ? How AI integration will transform workflow efficiency in your accounting firm ? The functionality of AI-powered tools like NotebookLM and how they can enhance your professional practice ? Quantum computing's potential impact on data processing capabilities in finance Ready to future-proof your skills? Enroll today: https://earmark.app/c/2255

?? TODAY: Tax Season Mastery: Strategies for Accounting Firms March 5, 2025 at 10:30am PT ?? RSVP HERE: https://lnkd.in/gVR-fisu

Join leaders from the Illinois, New York, California, Texas, Florida, and Pennsylvania state CPA societies as they explore recent and proposed CPA licensure changes. Discover the latest state-by-state updates, timelines, and resources you need to stay on track. We address the 150-hour rule, potential alternative pathways, and practical mobility and reciprocity concerns. Whether you’re a student or a candidate, gain real-world guidance to confidently navigate your journey toward the CPA license. Moderator: Blake Oliver, CPA Panelists: Geoffrey Brown, CAE Jennifer Cryder Denise LeDuc Froemming, CPA, CAE Calvin Harris Jr., CPA. Jodi Ann LaFreniere Ray, CAE, CCE, IOM Shelly Weir ?? NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self Study course is ready (typically within two business days post-webinar). Once the QAS Self Study course is ready, you can access it here: https://lnkd.in/gDfnUfT3 Learn more about Earmark: https://earmarkcpe.com/

Join us Tomorrow: Tax Season Mastery: Strategies for Accounting Firms March 5, 2025 at 10:30am PT ?? RSVP HERE: https://lnkd.in/gVR-fisu

?? TODAY: The Future of CPA Licensure: How Evolving Rules Could Impact Your Career March 4, 2025 10:00 AM PT ?? RSVP HERE: https://lnkd.in/gq7JEgq7

Employee turnover is inevitable. Knowledge loss doesn't have to be. ?? When your best accounting talent walks out the door, do their workflows and institutional knowledge disappear with them? Discover how AI can solve this critical challenge in our CPE course "When Knowledge Walks Out the Door: AI is the Solution." In this practical course, you'll learn: ? How to leverage AI tools like ChatGPT and Perplexity AI to document critical workflows ? Practical strategies for implementing SOPs that preserve institutional knowledge ? Ways to maintain operational continuity despite staffing changes John Mitchell and Ted McRae share actionable insights and real-world applications for accounting firms seeking to protect their most valuable asset: knowledge. Enroll now: https://earmark.app/c/2256

E-commerce accounting doesn't have to be chaotic. Learn how the inventory-bills-funding trifecta can transform your processes. ?? Introducing "The E-commerce Trifecta with Settle Inventory, Bills and Business Funding" - a CPE course designed specifically for accounting and finance professionals navigating the complex world of e-commerce. In this valuable course, you'll: ? Master automated three-way matching in inventory accounting systems to ensure accuracy and efficiency ? Understand how timely cost data directly impacts pricing strategy and profitability for e-commerce businesses ? Learn to design appropriate approval controls for financial transactions based on your organization's specific needs Join Pete Potsos and Stephen Brown (COO of LedgerGurus) as they share practical insights on streamlining processes for accurate cost tracking, inventory valuation, and cash flow management - the three pillars that make or break e-commerce financial operations. Enroll today! ?? https://earmark.app/c/2247

Bank feeds in QuickBooks: powerful tool or potential pitfall? ?? Master the critical nuances of QuickBooks bank feed functionality in our latest CPE course: "Bank Feed Enhancements, Statement Fetching, and Other Bank Feed Improvements." Every accounting professional knows that bank feeds can streamline workflow—but are you aware of the hidden risks? In this valuable course, you'll learn: ? Secure methods for sharing sensitive bank statements with your accounting team ? How to identify and prevent the risks when clients have access to the bank feed area ? Where QuickBooks' automated suggestions fall short (and how your expertise fills the gap) Rachel Dauchy and Dan DeLong share practical insights on transaction management, automated rules, and statement fetching capabilities that will help you avoid common pitfalls while managing client accounts more efficiently. Enroll now: https://earmark.app/c/2218

Join us Tomorrow: The Future of CPA Licensure: How Evolving Rules Could Impact Your Career March 4, 2025 10:00 AM PT ?? RSVP HERE: https://lnkd.in/gq7JEgq7