Sage 100
Dawn Brolin’s AI-Enabled Accounts Payable Playbook – Part 1: Maximize Your Firm’s Capacity
Join Dawn Brolin, CPA, CFE, for a three-part deep dive into leveraging AI-enabled automated accounts payable to streamline, secure, and scale your accounting firm. Dawn will share her expertise to help you transform your accounting practice with an automated accounts payable system. In collaboration with Quadient, this workshop will provide...
Dawn Brolin’s AI-Enabled Accounts Payable Playbook – Part 2 – Strengthen Your Firm’s Security Strategy with Liz Scott, CPA
In the second part of the playbook presented by Dawn Brolin, CPA, CFE, and Liz Scott, CPA team up to explore the critical security updates that accounting firms need to understand when implementing automated accounts payable solutions. Join Dawn and Liz to gain valuable insights into how to streamline your...
Cut the checks for good with Quadient AP
81% of businesses still issue physical checks, citing security as the #1 reason. But the Association for Financial Professionals found that paper checks are the method most vulnerable to fraud, with 65% of respondents reporting facing attacks of this type. If you are looking for technology that supports only invoice, PO,...
Sage 100 1099 Processing Course
Class highlights Include: Verify that your version of Sage 100 can process 1099s for 2024 Overall IRS guidelines for 1099 reporting Cleaning up vendor 1099 classifications and verifying reporting amounts Common pitfalls for 1099 processing Using Aatrix in Sage 100 to report 1099 information electronically
Simplify your international sales tax and cross-border obligations with Avalara
Taking your business international can create new tax compliance concerns Do you have plans to start selling products or services in more countries? From understanding VAT to managing cross-border transactions and assigning HS codes, there’s a lot to think about before you take your business international. In this webinar, we’ll...
Sage 100 Payroll Processing Course
Class highlights include: Year End Processing Requirements Tips & Tricks & FAQs Year End Checklist How to Report Third Party Sick on W2's W-2 Processing ACA Processing
Sage 100 1099 Processing Course (Repeat)
Class highlights include: Verify that your version of Sage 100 can process 1099s for 2024 Changes to 1099 boxes for 2024 Overall IRS guidelines for 1099 reporting Cleaning up vendor 1099 classifications and verifying reporting amounts Common pitfalls for 1099 processing Using Aatrix in sage 100 to report 1099 information...
Dawn Brolin’s AI-Enabled Accounts Payable Playbook – Part 3: Scale Your Firm from the Inside Out with Roger Knecht, Universal Accounting Center
Join Dawn Brolin, CPA, CFE, and Roger Knecht, for the final part of this series to learn how to scale your services by leveraging the benefits of a fully automated accounts payable system. This session will provide actionable insights into how automation can help your firm grow, improve efficiency, and...
Sage 100 Period End & Year End Processing Course
Class highlights include: Information to start gathering now Module-specific housekeeping steps Module processing order & what modules can/should be closed together Reconciliations to do prior to Year End Processing Critical Sage 100 Year-End Steps Quick Overview of Year-End Tax Compliance (1099/information returns) Best practices to stay compliant in 2025
Get ahead of property tax and business license compliance
Understand how to navigate key trigger events and core requirements Discover how noncompliance can impact your business and how to leverage shared information to save time and money and reduce risk. Optimize property tax and business license compliance After this webinar, you’ll understand: Essential components of property tax and business...
2025 tax changes
Prepare for a new year of tax compliance Join us for an in-depth look at 2025’s key tax updates. Led by tax experts from KPMG and Avalara, we’ll cover topics ranging from new nexus thresholds to property tax changes and how to adjust your tax management strategies so your business...