Expert Insights for Your Business Growth

Expert Insights for Your Business Growth

Top ProAdvisor Profiles: Rhonda Rosand

This week, our Top ProAdvisor profile focuses on Rhonda Rosand, CPA , who has held the title of Insightful Accountant Top 100 ProAdvisor each year since 2014. She is a certified QuickBooks ProAdvisor, advanced certified in QuickBooks Desktop, certified in QB Enterprise and QB Point-of-Sale.

Insightful Accountant asked, "how does the ProAdvisor Award fit into your firm's mission?", to which Rhonda replied:

One of our key goals as a company is to provide our customers with peace of mind. As a Top 100 ProAdvisor, our customers know that we are one of the best QuickBooks ProAdvisors worldwide, and that they can trust our expertise and integrity. We proudly serve our customers by sharing valuable insight into their financial data, recommending innovative financial solutions, and helping them to live the dream they envisioned when they started their business.


Rhonda Rosand, CPA

Find out more: Top ProAdvisor Rhonda Rosand,CPA

You can still apply for the 2025 U.S. ProAdvisor Awards HERE.


What's new in QBO?

What About Level 2 Training? By William Murphy

Intuit is offering a free virtual conference to prepare individuals for the new QuickBooks Online Level 1 ProAdvisor Certification from December 10 through 12. The event covers the new training content and exam preparation for those attending.

But unlike most QuickBooks ProAdvisor Certification virtual conferences (or Bootcamps) in the past, the second level training isn't being offered at this event. This has left some ProAdvisors writing in asking "what about Level 2 training."

What more about the LEVEL 2 TRAINING? Click HERE.


Insights on Business Valuation and M&A with John Martinka

In this episode of the Accounting Insiders podcast, Gary DeHart interviews John Martinka , co-founder of Nokomis Advisory Services, about key strategies for small businesses in the M&A sector. With 25 years of experience, John discusses charitable initiatives, business transactions in the lower middle market, and private equity trends.


Learn actionable tips on:

? Improving business valuations with quality earnings reports and financial systems

? The role of fractional CFOs in scaling businesses

? How work-from-home trends affect company value

? Proactive accounting practices for client success

??? Watch now to explore expert insights for accountants and business advisors!

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Coach’s Corner: Goal Setting For Tax Season and the New Year

Speaker - Christine (Chris) Panek, CPA

In this session, accountants and tax preparers will explore a structured approach to setting and achieving meaningful goals for both their professional and personal lives. This presentation will combine practical goal-setting strategies with mindset and motivational techniques that will lead to long-term achievement. By identifying core values, visualizing desired outcomes, and overcoming common barriers, participants will leave with a clear, actionable plan for setting goals that align with their vision for a balanced, fulfilling life. This presentation offers tools to stay committed, build resilience, and develop the mindset needed to meet and exceed both personal and professional desires.?

Learning Objectives:?

After this webinar, attendees will:?

  • Clarify core values and set intentions that align with personal and professional goals.
  • Develop a clear vision of desired outcomes
  • Learn strategies to reframe limiting beliefs, handle discomfort, and overcome obstacles
  • Create a goal-oriented plan that includes regular self-assessment, actionable steps, and problem-solving techniques to maintain progress.

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