Level Up Your 2025: ProAdvisor Tips, Tech Tools, and Tax Innovations

Don't Forget to Complete Your 2025 ProAdvisor Awards Application

Applications, for the 2025 ProAdvisor Awards are still being accepted.

The 2025 ProAdvisor Awards

Insightful Accountant is still looking for the Top 100 ProAdvisors from the U.S., the Top 25 Up-n-Coming ProAdvisors, and the Top 50 International ProAdvisors from around the globe will be recognized for 2025. ProAdvisors can still apply (or complete their applications) until February 11, 2025.

As part of the process we will also recognize the ProAdvisor of the Year, the International ProAdvisor of the Year, the Up-n-coming ProAdvisor of the Year , along with various categorical ProAdvisor winners (QuickBooks Online, Appology, Educator, etc. to name just a few).?

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International ProAdvisors APPLY HERE.

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Special thanks to our sponsors without whom these awards would not be possible.

Practical Automation: Automating Intercompany Transactions in QBO

Speaker?-? Kyle Turriff ??

CPE ELIGIBLE

Field of Study - Business Management and Organization

In this session Kyle continues to build on the journey from his first 2 sessions, sharing practical tasks to automate within a firm and for your clients. During this 1 hour session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier.

The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list.

Learning Objectives:

After attending this session, attendees will:

1. Continue building familiarity with Zapier
2. See a live build of a Zap that posts intercompany transactions in QBO
3. Gain new ideas on automating transactions into QBO

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Tech Stack Series: Discovery and Onboarding, Re-engagement and Dis-engagement Tech

Speaker?-? ?? Kellie Parks, CPB ??

EARN CPE CREDITS NOW

Today, we’ll collaborate to design a comprehensive discovery and onboarding process, as well as a re-engagement and dis-engagement tech stack. This tailored approach is aimed at optimizing the client experience at every stage while streamlining your firm’s internal processes. Our objective is to create a seamless workflow that not only enhances client satisfaction but also maximizes operational efficiency, ensuring a smoother, more effective experience for both your team and your clients.

Learning Objectives:

We will cover the following topics in detail with worksheets, checklists and actionable steps to take. After attending, attendees will:

1. Understand that is is key to start with your desired outcomes for the processes so that the tech and systems guide you to the right goals.
2. Gain the knowledge of what app verticals are necessary to ensure smooth client onboarding, re-engagement, and disengagement experiences while streamlining the process for your firm
3. Focus on the steps and communications necessary to create exceptional client experiences and firm efficiency.

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QB Talks January: ProAdvisor Training Opportunities

Speakers -? William Murphy & Kimberly Noh

Murph returns to QBTalks this month. He and Kimberly Noh, Founder/Accountant of Noh Hassle Bookkeeping?present and discuss recent training opportunities that have arisen through Intuit.

Key among these opportunities is the new ‘ProAdvisor Academy,’ which offers QuickBooks Level 1 and Level 2 training and ‘Bookkeeper’ training.

We will explore the content differences between QuickBooks Level 1 and the ‘old’ ProAdvisor ‘Core’ certification and between QuickBooks Level 2 and the ‘old’ ProAdvisor ‘Advanced’ certification.

Next on the agenda is the ‘Intuit Academy,’ a training site for novices who Inuit says need no experience, “you don’t need any prior experience or knowledge to enroll in an Intuit Academy program.”

While there is no information available that would indicate that ProAdvisors taking these ‘Intuit Academy’ courses earn any recognition under the ProAdvisor Program, it is clear that these courses offer beneficial education that can bolster a ProAdvisor’s qualifications for expanding their practices in the areas of tax, bookkeeping, and sales of QuickBooks products.

While these courses indicate that they are a way for novices to gain the knowledge they need to participate in Intuit employment opportunities like ‘TurboTax Live’ or ‘QuickBooks Live Assist’ that same information can bolster a ProAdvisor’s qualifications to enhance their practice opportunities.

Murph and Kim will explore the learning objectives and content of each of the ten (10) training opportunities currently available at the Intuit Academy, including Tax Level 1, Tax Level 2, Intuit Bookkeeping Certification, QuickBooks Products, QuickBooks Sales.

So be sure to join us for QBTalks on Wednesday, January 15, 2025, at 2:00 PM Eastern.

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If you have already signed up for QBTalks in the past, you are already registered for our 2025 program.?

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Tax Practice Management: Implementing Touchless Tax Returns: Tax Tech for the Modern Practice

Speaker?-? ??Christine Gervais??

1 CPE Credit Available

Field of Study - Business Management and Organization

Discover how to transform your tax practice through AI-driven automation and intelligent workflows. This session provides a practical roadmap for implementing touchless tax return processing using OCR, artificial intelligence, and automated validation tools. Learn proven strategies to reduce manual data entry, improve accuracy, and scale your practice while maintaining quality control and client satisfaction.

Learning Objectives: After completing this session, participants will be able to:

1. Evaluate and select appropriate technology tools for automating tax document collection, data extraction, and validation processes within their practice
2. Develop a phased implementation plan for transitioning from manual to touchless tax return processing, including staff training and client communication strategies
3. Calculate potential ROI and measure success metrics for technology implementation, including time savings, error reduction, and capacity increases

This is a premium content member's only training event.

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