An agenda built for your business

QuickBooks Connect features expert-led content designed for accounting professionals and QuickBooks platform partners. Explore the latest tools, tech, and tactics you need to succeed and expand your business.
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Business growth

Grow your business and move your firm forward with fresh insights and innovations. Dive into the latest in service offerings, scaling operations, sales strategies, B2B marketing, and customer acquisition.

Featured sessions

Adapting your services for self-managed clients

As your clients expand, many switch to in-house bookkeeping and self-managed back-office systems. They haven't outgrown you—it's simply time to pivot toward advanced offerings. Attend this training session to explore "para-bookkeeping" and consultancy, new solutions through strategic partnerships with developers, and tips for pricing and selling support services.
 
This session is eligible for 1 hour of CPE credit.

How to deliver the services your clients crave

Your clients are counting on you to help them move in the direction of their dreams. Elevate the value of your services and your expertise by delivering tangible actions that generate superior results. You'll leave this session with tools you can put to work in your own business, insights about people and processes, and inspiration for making a bigger impact for your clients.
 
This session is eligible for 2 hours of CPE credits.

How to measure your firm's performance

When measured and monitored, your accounting and CPA firm's performance becomes a cornerstone in client acquisition and service optimization. This session will cover the basics of designing a performance monitoring system, identifying key metrics for firms, and employing audience-specific metrics to attract more referrals.
 
This session is eligible for 1 hour of CPE credit.


Technology

Get access to the future of cloud-based solutions for verticals, fintech trends, and support for key platform features—ranging from 3-dimensional reporting and payment fraud to migrating to QuickBooks Online.

Featured sessions

Sales tax demystified

If you want to achieve compliance without specializing in sales tax, this is the session for you. You'll leave with a basic framework of sales tax, a working knowledge of nexus, and the importance of automation for compliance.

This session is eligible for 1 hour of CPE credit.

Perfecting processes to build your firm's ideal workflow

Dive into documented workflows that streamline and simplify onboarding for your clients and team. Join workflow experts Carla Caldwell and others for a hands-on session where you'll learn how to discover, standardize, optimize, and document key processes; create a customized plan ready for implementation; and receive best-practice templates.
 
This session is eligible for 2 hours of CPE credits.

Evolve your tech stack with change management

Change management has the power to impact innovation and build a sustainable foundation for business growth. Learn how to prepare your team for implementation, how standard tech stack can help with resource constraints, and which best practices provide tangible benefits of the change.

This session is eligible for 1 hour of CPE credit.


Client advisory services

Discover tips and techniques that transform your practice into advisory and offer exceptional client services. Learn actionable ways to scale your client base, create impact with insights, and build stronger client connections.

Featured sessions

Behind the scenes of a successful CAS practice

Join Beth Melcher and Amy Walker as they pull back the curtain on what it takes to build a modern, successful CAS practice. You’ll get real talk and tips from 2 solopreneurs who built CAS firms from the ground up. Learn how to unpack the importance of process, grow and prune clients and employees alike, make a remote team tick, and achieve a work-life balance.
 
This session is eligible for 1 hour of CPE credit.

Building a tax road map for your clients

Curb your clients' tax season anxiety by transitioning from a compliance-based relationship into a true advisory role. This session will cover how to create a tax road map that gives your clients a bird's-eye view on their tax positions, how to proactively set key due dates, and how to establish touchpoints with their tax advisor.
 
This session is eligible for 2 hours of CPE credits.

Activate and accelerate your practice into advisory

Make the shift from compliance-based tax and accounting services to a profitable advisory practice. In this session, you'll learn ways to apply Sean's Chief Proactive Advisor Model that transformed his practice; identify and structure the transformational shifts; and implement strategies in your tax, accounting, and bookkeeping practice.
 
This session is eligible for 1 hour of CPE credit.


Partnering with QuickBooks

Explore the latest and greatest QuickBooks resources to automate, streamline, and optimize your workflow so you have more time to serve your clients better.

Featured sessions

Accountants and developers: a perfect pairing

When natural problem solvers like accountants and developers work together, powerful solutions happen. Hear from a panel of developers and accountants who have teamed up to innovate the SMB accounting space. You’ll learn how to establish valuable relationships, explore collaborative methods to ideate with continuous improvement, and delight your mutual customers.
 
This session is eligible for 1 hour of CPE credit.

Go from a QuickBooks keeper to an empowered QuickBooks bookkeeper

Identify blind spots in your tools, and improve processes with features that add future-proof value to your practice. Learn how to anticipate growth and prevent losses with Cash Flow Planner, use Projects to manage budgets and monitor overspending or underspending, and practice a new way of thinking to forecast your desired profits.
 
This session is eligible for 1 hour of CPE credit.

QuickBooks Online: the ultimate year-end readiness checklist

Discover new ways to make year-end readiness synonymous with peace of mind for your clients. In this session, you'll learn how to combine your workflow with powerful QuickBooks Online and QuickBooks Online Accountant features, create the ultimate checklist for a supportive, streamlined year-end process, and prepare for a solid year-end close.

This session is eligible for 1 hour of CPE credit.