In this session, you'll explore what it takes to identify which services and types of clients you should be targeting in order to build the practice of your dreams. Learn advisory strategies to improve client communication and make your interactions more meaningful. The guided case studies will motivate you to identify what you're good at and reflect on your current service options. You'll also learn how to re-evaluate your current pricing models and explore the potential for bundled packages.     ... View more

Come and explore all facets of adding apps to your client service mix. From vetting them, to integrating, to creating tech stacks for verticals, this panel of experts will share their expertise as well as tips to help you be more productive and profitable using apps. ... View more

Digital transformation” is a top-trending buzzword in the tech industry. But what does the term really mean--and what is the impact for your business? In this session you’ll learn about: Key trends that are driving digital transformation and opening up new growth opportunities.   Why now is the time to put digital technologies to work to reshape your business. How to start thinking about digital transformation for your business. Ways you can use technology to streamline business processes, offerings, and business models. SMB analyst Laurie McCabe, Cofounder of SMB Group, will share her insights and data from SMB Group’s freshly minted 2017 SMB Digital Transformation Study and other research to help you understand the trends and put them to work for your business.   ... View more

Employment law issues are among the most common legal issues and biggest legal risks small businesses face. In this session, hear from Nathan Christensen (CEO of MammothHR) about the legal and regulatory trends affecting small businesses, including workplace policies, basic compliance, and discrimination/harassment. ... View more

Want to build an awesome SaaS app that small businesses and accountants will use and recommend? This session will provide unique insights from Intuit's customer data to help you understand customer pain points that you can solve with your app. We will walk through the components of the end-to-end customer experience with a QuickBooks app integration to reveal key insights that every app developer should consider.   ... View more

You've got a great idea for a small business app. You know you want to leverage data from QuickBooks. What do you need to consider up front? What other 3rd-party apps and libraries should you take advantage of? How do you ensure you've built the best customer experience? Learn best practices and practical techniques for creating the most efficient, effective, and beautiful app integration. ... View more

Learn the 4 most important factors to consider when making important business decisions, from one of the top business leaders in California, Jason Nazar. ... View more

Think Big, Grow Big & Sell Big. Learn Julie Gordon White's strategies for how to start growing your business faster. ... View more

Four business owners will be sharing how they found the funds to take the next step in their businesses. Come to this panel session with your questions, and learn how small business owners like you navigated the world of small business financing—including what worked and what didn’t, and what they’ll do differently in the future based on what they learned.   ... View more

What you saw in the keynote is just a sneak peek at the latest and greatest features launching in QBO. Hear from QBOs top product managers and see live demos on the newest features to arrive in QBO, and learn tips on how to use the new features to save time and money! Our product managers will be taking questions about QBO from the crowd, so come prepared with your best! ... View more

T ax preparation and accounting can sometimes appear to be commoditized services, especially when professionals don’t clearly articulate their return on investment. Forward looking tax planning that saves clients money, can be a clear differntiator that help you grow your practice and better communicate your value as a trusted advisor. This session will demonstrate how to add tax planning services to complement your current offering, provide examples of building a living tax plan, and provide best practices to engage clients and update the plan.     ... View more

Many self-employed businesses didn’t set out to be self-employed. This panel will focus on how to turn a sideline gig into your full time job, featuring stories from successful self-employed who have done just that. Panelists will discuss how they got where they are and why becoming an accidental entrepreneur was the best thing for their business. Business experts will also provide insight on balancing your finances and staying afloat as a self-employed. ... View more

Save taxes for your client by building a strong foundation for integrating daily back office management, accounting, and intelligent apps to help your clients analyze and understand when to capitalize vs repairs and track maintenance. After all, it is about the money spent and received during the process of purchasing, holding and selling the property. Create a ripple effect by educating yourself and your clients on the importance of tracking each property asset, liability, income, and expenses in real time. Be the hero!     ... View more

Want a chance to get in front of small business experts with your business questions? Get 10 min with each expert across legal, tax, leadership, money, and more. Bring your best and most challenging business questions and get individualized mentoring from the best in the business. It's speed dating for your business. ... View more

Are you a sole practitioner with a fear to grow too quickly and not be able to service your clients well? Are you a late adopter of the client collaboration tools that will allow you to work smarter, faster and more efficiently with your clients? Have you taken advantage of the strategic vendor and business partnerships you can create within your current social community which can bring in additional income and empower your small business clients?     ... View more

Come to learn and see new, upcoming platform innovations that will improve how data integrations can be built with QuickBooks.   ... View more

After attending this session, you’ll understand financial terms, know your options, and have the confidence to build your business credit and get the funds you need. Donna Davis, former Regional Administrator with the U.S. Small Business Administration, will demystify financial terms, discuss the considerations of various sources of funds, walk through the preparation steps that you can start doing now, and share inside tips to building business credit. ... View more

Internationally recognized Quickbooks expert Stacy Kildal offers advice so you can identify the key numbers on which the success or failure of your business turns. ... View more

Designed for non-techies, this session will teach participants to analyze the QBO ecosystem of apps to figure out the architecture and schematics for the digital plumbing that determines what apps should be connected to what other apps (integrated) and what information needs to be shared between apps. ... View more

Nonprofits using QBO are encountering much difficulty in understanding how to get QBO to provide the necessary IRS required donor notification for individual donors. This class will walk through step by step the cleanest method of entering donations to allow for both a donor notification that can be easily e-mailed as well as donation summary reports that can be sent to donors at Year-end. ... View more

How is it that certain people are so incredibly persuasive? Can we all harness those skills? After studying the most influential political, social, business and religious leaders, and trying countless techniques, these are the 21 critical lessons Jason's identified to persuading people. ... View more

Learn the top tips and tricks to surviving and thriving in self-employment from a panel of experts. Insights will span from the nuts and bolts of managing your business to balancing your life as you work for yourself. You'll hear the basics to surviving in the world self-employment from those who know best. ... View more

This session is for both new and existing QuickBooks developers. Learn about the latest tools and resources available to streamline and ease your app development, including OAuth2.0 and OpenID Connect, new SDKs, and publishing tools. Live coding and practical demos will show you the fastest path from app idea to published app. ... View more

Business Marketing 101: How to attract more business with the latest trends - John Rampton  ... View more

Selecting the right and and successfully implementing it goes far beyond entering your credit card information. This session will focus on helping to identify the core of what you are looking for, comparing the options that are available, making a selection and ultimately implementing the solution successfully. ... View more