Upcoming Live Workshops

Paid members only

  • Setting Up insightly CRM for Accountants and Bookkeepers

    Setting Up insightly CRM for Accountants and Bookkeepers

    April 24, 2017 at 11:00 am
    WORKSHOP (90 Minute) | 1.0 CPE Credit | Free to members

    Managing your practice is important and so is sleeping well at night. insightly did this for our company, so now we help others use it. We often are asked about the proper setup, integrations, use and enhancements.

    In this Workshop, we will do just that. We will show you how to setup and use insightly properly so you can sleep better than you have in months (maybe longer).

  • Throwing Pasta on the Wall – Marketing Your Accounting Practice on a Tight Budget

    Throwing Pasta on the Wall – Marketing Your Accounting Practice on a Tight Budget

    May 10, 2017 at 11:00 am
    WORKSHOP (90 Minute) | 1.0 CPE Credit | Free to members

    Marketing is tough and it takes practice but one thing you can do is try various tactics to see what works for you. Don't be disappointed if what you try doesn't work or doesn't work right away. Throw some spaghetti on the wall and what sticks is your guide. Here's to your success!

  • Come In, We’re Open – Mastering Google Tools for Marketing

    Come In, We’re Open – Mastering Google Tools for Marketing

    May 31, 2017 at 11:00 am
    WORKSHOP (90 Minute) | 1.0 CPE Credit | Free to members

    Participants will learn how to setup and properly use tools like Google's G Suite, Google My Business, Google+ Brand Pages, YouTube and more.

  • Designing Your Social Media Profile and Cover Images

    Designing Your Social Media Profile and Cover Images

    June 14, 2017 at 11:00 am
    WORKSHOP (90 Minute) | 1.0 CPE Credit | Free to members

    Participants will learn how to design and deploy profile and cover images for Facebook, Facebook Pages and Groups, Twitter, Instagram and more. It's a daunting task and we will give you templates to take home.

Recorded Workshops

Paid members only