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The Successful Bookkeeper Community
Upcoming Events

The following events, webinars, and workshops are focused on helping you to achieve your business goals. Whether you want to take your bookkeeping skills to the next level or learn how to better utilize technology in your practice, these events have something for everyone.   

Webinar | Jul 11 2024 12:00 PM EST

Modern Firm Owner's Guide to Overcoming Accounting Hurdles with Automation

Discover how automation helps reduce errors, save time, improve client communication, and scale your business efficiently!

Get access to our past events, webinars and workshops.

The Successful Bookkeeper Community offers something for everyone. If you couldn't attend one of our live events, don't forget to check out the replays and recordings and take on the lessons at your own speed.

4 Crucial Steps To Build A Human Firm

Join Will Farnell, author of The Human Firm & Co-founder of Farnell Clarke, as he uncovers the 4 crucial steps to become a human firm.

Fraud-Proof Cash Flow: How To Protect Client Finances From Digital Threats

Learn how bookkeepers and firm owners can safeguard client finances against cyber fraud while maintaining stable cash flow. Discover actionable strategies for secure payments and data management practices to protect your clients.

Audit Proof Your Firm

Do you fear an Audit? Don’t because you’ll learn how Dext can help prepare your firm for any audit enquiry, regardless of the industries you serve!

Unleash Your Niche: The Good, The Bad & The Oddly Specific

Learn how niching your bookkeeping business can change everything!

The Case for Payment Automation

If you or your clients manage payables manually - dealing with paper invoices, paper checks, lots of data entry - join us to hear about how you can make things easier and more strategic!

AI: The Accounting Trend That’s Here to Stay

In this fascinating webinar, learn how AI can be transformative for your bookkeeping business!

Navigating Outsourcing for Small Firms: A Hands-on Approach to Success

Facing capacity challenges and eager to grow your firm? Don't miss this must-attend webinar for unlocking the key to strategic outsourcing success!

How Instant Payments Can Revolutionize Your Bookkeeping Business!

Explore cutting-edge payment solutions and workflow enhancements that are reshaping bookkeeping in 2024

Managing Inventory in QuickBooks Online

Stop struggling to keep your inventory organized in QuickBooks Online! Join our exclusive webinar to gain insights on how to effectively manage inventory, identify the types of inventory, and understand when you may need an inventory management software.

The Pillars of Self-Leadership

Your unique drive is what paves your way to success. Payworks is thrilled to bring you an exciting webinar tailor-made for ambitious professionals just like you.

Decoding AI: What It Means For Accountants & Bookkeepers

Learn the current state of AI and how it affects your business and the bookkeeping industry plus much more!

Empowering Your Clients To Save & Boost Profits

Discover how bookkeepers can empower small businesses to increase profits and savings through cash management strategies and innovative technology.

How AI Is Changing Cybercrime For Bookkeepers: Impersonation & Phishing attacks

In this webinar, get the knowledge and tools to safeguard your bookkeeping firm. Simple measures to handle your sensitive client data with confidence.

How to Recession-Proof Your Bookkeeping Business

In this webinar you will learn how to recession-proof your bookkeeping services and business, to be aware of key trends and take advantage of recession-fueled opportunities.

Better Bookkeeping Efficiency With Dext

Learn How Dext Prepare’s new features can take your practice to the next level!

How Bookkeepers Can Increase Revenue, Save Time & Slash Costs

Learn how to send proposals in under 5 minutes and auto-invoice clients with Anchor!

How To Find Ideal Clients & Fire Your Bad Ones

Learn practical strategies to attract the right clients and part ways with those who no longer fit your practice.

The Successful Bookkeeper: Technology Showcase

Join us for a one-day virtual event where you can explore the most updated technology available and find solutions and efficiencies for your bookkeeping business.

Tax Season Debrief: Lessons From Tax Season 2023

During this webinar, you'll learn what makes a successful tax season debrief which includes client feedback, staff feedback, an engagement review, a tech stack assessment plus much more!

Why You Should Consider A Manufacturing Bookkeeping Niche

During this webinar, you'll learn why manufacturing is a potential hidden gold mine for accountants and bookkeepers; how to increase your billable rates and billable hours; build stronger relationships with your customers and become an expert in a less competitive and underserved industry.

Flip the Script: Get Paid First, Work Second

Are you tired of chasing payments and having awkward conversations with clients about receivables? Join our webinar for valuable insights and practical tips to fix those issues!

How To Achieve Accurate Pricing

During this webinar, you’ll learn how to price your bookkeeping services with confidence, so you can get paid properly for your talents!

How To Be Indispensable To Your Clients If There’s A Recession

The slightest hint of an economic downturn or recession is enough to make business owners panic — but as a bookkeeper, you have an opportunity.

How Top Bookkeepers Build Deeper Relationships With E-Commerce & POS Clients

We all know that tech can help accounting and bookkeeping firms can help us save time, but how can we successfully implement relevant tools that can actually improve client retention and trust?

7 Trends Accountants & Bookkeepers Need To Watch In 2023

If you’re looking for ways to stay on top of what’s happening in the bookkeeping industry so you can continue to be profitable and valuable, THIS is the webinar for you!

Keep Your Books Squeaky Clean with BILL

Done with messy books and paper checks? The BILL product tour will show you how to simplify your client’s bill pay process no matter how hands-on or-off you are.

Your New Reality: Getting Paid By Clients, On Time & Effortlessly!

If you’re tired of chasing clients for payment, this webinar is for you! You’ll learn tips that will finally end the chaos, so you can be paid regularly, without wasting time, for your talent and expertise.

What To Do When Your Clients Ask You To Do More!

Clients regularly ask bookkeepers to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability!

During this session, you will learn what scope creep is, how to identify it and steps to generate more revenue for your bookkeeping firm.

Creating Balance In Your Workweek: How To Shift From Stress To Success

In this session, you'll uncover the real reason everyone is so stressed out right now; discover key things you can do to increase resilience and personal health reserves; learn key techniques to leverage your time, so that you, your team, and your clients can work at peak levels and enjoy it; and, make an action plan for how to roll this new way of thinking out in your firm.

Attracting & Retaining Premium Clients

In this webinar, the key topics that will be covered include what clients are looking for when they select a firm today; how you can create an overall client experience that is convenient and predictable; and how you can choose the right technology.

How To Price Your Bookkeeping Services With Confidence

In this webinar you'll learn how to confidently package and price your services to get your business running the way YOU want, what you can do to build your confidence and be prepared to make these changes, ways to approach the conversation with your clients about changes you’re making, so they feel cared for and served.

How To Automate Data Entry of Sales, Fees, Taxes & More

In this webinar, you'll learn, syncing e-commerce platforms and POS systems with Xero, QuickBooks and more; setup process and account mapping options available to automate data entry of sales, fees, taxes, etc; and how bank reconciliation can be reduced to just a few clicks.

Breaking Into Digital Commerce: An Intro Guide For Bookkeeping Firms

In this webinar, you'll learn how Digital Commerce differs from e-commerce, the issues that accountants and bookkeepers face with e-commerce, the Digital commerce opportunities that firms need to pay attention and how to Decide on a Digital Commerce tech stack.

How To Become More Than Just A Bookkeeper Webinar

In this webinar, join LiveFlow co-founder Anita Koimur and Cloud Business Services founder, Tanya Hilts as they discuss breaking out of the "I'm just a bookkeeper mindset". You'll learn to how to discover and express your true worth with customers which will help you earn what you're truly worth.

How to Make the Leap to Value Pricing

In this workshop learn how to make the leap to value pricing, market your new pricing, attract new clients, and have more time to work on other things outside of bookkeeping.

How To Manage Client Workload & Keep Your Practice Running Smoothly

In this webinar, we'll explore how Pure Workflow can help bookkeepers stay organized and on track, avoid any potential missed deadlines, and keep their practice running smoothly. Pure Workflow is a system that helps you manage your time and your clients effectively.

6 Steps To An Extra 100k For Your Bookkeeping Firm

In this webinar, you'll learn how to make changes that will bring in more growth and revenue for your bookkeeping firm. These changes include switching up your services to a model that provides a monthly recurring revenue.

How to Automate Reporting & Become a Trusted Advisor with Live Flow

In this webinar, you'll learn from Anita Koimur how to save countless hours in your day and build a flourishing bookkeeping business.

Convert With Value Workshop

The Convert with Value Workshop is a 2-day workshop series where you'll learn from industry thought leaders who have been where you are right now and have overcome all obstacles to build a flourishing bookkeeping business.

How to Start Delivering Advisory Services to your Clients

This advisory course will take you from being a great bookkeeper to becoming a trusted and relied upon business advisor. The skills you will learn will complement your current skills and allow you to add further value to your clients.