What You Need This Week To Stay Ahead

ProAdvisor Updates: Upcoming Level 2 Course and Recertification

By William Murphy

ProAdvisor Level 2 Certification Virtual Conference

Intuit is offering a virtual conference designed to prepare you for the QuickBooks Online Certification Level 2 exam. This program builds on Level 1 Certification and will up your product knowledge. Presenters include ProAdvisor Training Leader Jaclyn Anku, Carla Caldwell, Astrid Daniela Galvez, Terrell A Turner and Brittany Brown.

By becoming Level 2 Certified, you’ll earn 200 additional ProAdvisor points, unlock a new badge for your Find-A-Pro profile, and stand out to both clients and employers. Plus - the conference is free and you can earn up to 9.5 CPE credits.?

Want to know more? Click Here

Fundamentals of No Code Automations

The team at RLB Digital wants to teach you how to automate your firm by leveraging Zapier to increase your overall efficiency by automating your workflow.? This is a 6 week course, presented via weekly live 1 hour?online sessions and it is perfect for?

• Business Owners
• Department Managers in Finance, Marketing, HR, or Operations
• Tech-Savvy Professionals Looking to Automate Repetitive Tasks

Program Learning Outcomes

Each week will equip you with practical skills to build and implement no-code automations effectively. The weekly live sessions are one hour long, held at 1 PM EST, and will be recorded for future viewing.

Week 1: Getting Started with No Code Automation

Week 2: Building Practical Automations

Week 3: Hands-On Automation Examples

Week 4: Creating Custom Automations

Week 5: Presenting Your Automations

Week 6: Finalizing Your Automation Journey?

Why Join This Program?

• Collaborate and automate with a group of like-minded professionals
• Weekly sessions and 1:1 guidance from Zapier certified experts, Kyle Turriff and Haosen Cheng
• Real-world automation examples you can apply right away
• Step-by-step learning with clear milestones for building automations
• Accountability check-ins and progress tracking to stay on track

*Please note:?You’ll need a stable internet connection, a computer with a webcam, microphone, and speakers, quiet space for learning, a paid version of Zapier (Professional Plan), and a Google account

Visit insightfulaccountant.com to register!

IRS Issues Guidance for DC and States with Paid Family and Medical Leave Programs

By Internal Revenue Service

WASHINGTON — The Internal Revenue Service today issued guidance on the income and employment tax treatment of contributions and benefits paid in certain situations under a state paid family and medical leave program, as well as the related reporting requirements.?Rev. Rul. 2025-4?PDF?provides guidance to the District of Columbia and states that have mandatory paid family and medical leave programs and for employees working in and employers operating in those states.

Dive deeper into this topic— explore our in-depth guide!

Niche Marketing: Do This, Not That for Marketing in 2025

Speaker - Janel Sykora

1 CPE Credit Available

Field of Study - Communications and Marketing

"Do This, Not That for Marketing in 2025," is tailored for accountants who are ready to refine their marketing approaches in the rapidly evolving digital landscape. As the business world shifts from an attention economy to a trust economy and compliance services have commoditized, your approach to marketing needs to adapt. This session will guide you through the critical tactics for marketing your expertise in 2025, the importance of authenticity in building trust, and strategic use of AI to optimize your efforts. Discover practical steps to distinguish your firm, create a long term lead generation strategy for high quality clients, and efficiently integrate AI to amplify your bandwidth, positioning your firm for success in a competitive market.

Learning Objectives:

After this session, attendees are expected to get valuable understanding and insights, such as:

1. Understand the shift to a trust economy and how that impacts accounting firm owners.
2. Gain insights into optimizing your marketing strategy by effectively balancing sales activities, high-value marketing efforts, and educational content to establish your firm as a trusted advisor.
3. Understand the potential of AI in automating routine admin and marketing tasks, from lead nurturing to content creation, and learn how it can amplify your strategic efforts without replacing the personal touch that clients value.
4. Develop an effective, automated marketing strategy for predictable growth in 2025.

Already Member? - Register Here?

Not a member, but want to join???Be Insightful Member (insightfulaccountant.com)

How to Tame Your Client's E-commerce Payment Gateways

Speaker - Teresa (Terri) Slack, ACS, FLMI, CPB

Are you overwhelmed by the complexities of reconciling e-commerce payment gateways like Stripe, PayPal, and Amazon?

Join our webinar, How to Tame Your Client’s E-commerce Payment Gateways, led by Teresa Slack, an award-winning e-commerce accounting expert. This session is designed to equip accounting professionals with the knowledge and tools to streamline reconciliation processes, utilize clearing accounts effectively, and make sense of the intricacies of gross versus net sales.

Gain practical insights into evaluating integration apps, managing multi-currency challenges, and selecting the right reconciliation methods tailored to your clients’ needs. Elevate your skills, save time, and deliver exceptional value to your clients.

Learning objectives:

After the event, attendees will be able to:

1. Describe what payment platforms are used for
2. List the Pros and Cons of various payment platforms and how to use them
3. Demonstrate How to reconcile the payment platform gateways
4. Describe Clearing Accounts and determine how and when to use them

Don’t miss out—secure your spot today! Earn your CPE credits!