Intuit Connect may have been held last fall, but the learning hasn’t stopped.
For example, the Firm of the Future blog recently featured a year-end wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.
In addition, over the last few months, many of the presenters have written content for Firm of the Future based on their sessions. And because many of the presenter’s sessions were at capacity or standing-room only, attendees may have missed out on popular sessions they wanted to attend.
Here’s a list of some of the presenter content on Firm of the Future:
- Leveraging spend management to build a CAS practice and step into the controllership role—Deborah Defer discusses how spend management is more than just tracking expenses; it involves a strategic approach to overseeing all financial outflows.
- Using GenerativeAI to help you scale your CAS practice—Get expert advice from Brendan Roberts on how you can use AI in your advisory practice.
- Self-implementing EOS: Driving organizational growth in your firm—EOS revolves around six key components: vision, people, data, issues, process, and traction. Find out if EOS is good for your firm in this timely article from Tosha Anderson.
- 10 lessons learned from growing a firm from 1 to 50 employees in 5 years—Whether you’re a small firm owner or looking to take your business to the next level, these insights, also from Tosha Anderson, can help you build a solid foundation for growth and set your firm apart in a crowded marketplace.
- How to flip from service-led to advisory-led discovery calls—Bob Wang moderated this season with panelists Kenji Kuramoto and Roman Villard. While many believe in the value firms deliver through advisory work, there’s one consistent hurdle: How do you sell it?
- How HRIS and QuickBooks Payroll tools can streamline your clients’ HR and accounting processes—Co-presenters Lynda Artesani and Sarah Prevost provide a great read for any accountant or bookkeeper who works with companies on payroll and HR.
- Skilling up: From team members to team leaders—Erin Vukelich takes a process-oriented approach to helping develop leadership opportunities in a firm.
- Transitioning from traditional accounting to advisory services: Why the shift matters—Get a simple plan from Jeff Wilson II on how to implement an advisory practice with five action steps you can take right now.
- Leverage the power of the QuickBooks Online Project Center—Monique Swansen gives a step-by-step overview on how to maximize the benefits of the QuickBooks Online Project Center. Projects aren’t just for construction clients; tracking them in QuickBooks Online is also key for many other industries.
- Bringing the C-suite to CAS: Elevate client relationships and financial growth—Get strategic advice from Sheri Radler on a better way to work with, and help, your clients survive and thrive.
- The art of charts: How data visualization turns info into insight—In this first article in a 3-part series, Alicia Easfold explains how to present information to your clients in more meaningful ways.
Continuous learning expands your knowledge, helps you discover new ways to run your practice, leverage technology, and further excel in meeting your clients’ needs.
Visit Firm of the Future for more content, including articles on forecasting, building a data infrastructure for firm growth, an AI drill-down for CAS, launching a high-volume QuickBooks Desktop to QuickBooks Online conversion, and much more.
And be sure to mark your calendars for this year’s Intuit Connect: Oct. 27-29, 2025 at the ARIA Hotel in Las Vegas.
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