Streamline Your Practice. Elevate Your Advisory.
From automating complex workflows to becoming a next-generation business performance advisor, these webinar series give you everything you need to work smarter, serve clients better, and position your firm for long-term growth.
Topic:
The New Construction Toolkit: From Job Costing to WIP to Closeout with QuickBooks and Intuit Enterprise Suite
Time:
Monday, 09/21/26 at 10:00 AM - 11:00 AM PT |
1:00 PM - 2:00 PM ET
Topic details:
Learn how QuickBooks and IES can help your construction clients protect margins and gain real-time visibility across the full financial lifecycle of a project. From job costing to phase billing to WIP reporting to closeout, this session will highlight connected workflow capabilities designed to reduce manual work and surface cost overruns before they erase margins. Attendees will see how these capabilities work together to help construction clients stay ahead of issues and manage projects effectively.
Topic:
The CAS Firm of 2030: The Construction Opportunity Most Firms Are Missing
Time:
Tuesday, 09/22/26 at 10:00 AM - 11:00 AM PT |
1:00 PM - 2:00 PM ET
Topic details:
Learn how to spot the financial blind spots hiding inside every construction client's blended P&L — WIP, retention, cash timing, and job-level margins — and turn them into three ready-to-use advisory conversations backed by a 6-KPI framework. You'll also get a green/red flag checklist to identify which construction clients are advisory-ready.
Topic:
Why Accountants Should Migrate Clients from QuickBooks Desktop to the Cloud
Time:
Monday, 09/28/26 at 10:00 AM - 11:00 AM PT |
1:00 PM - 2:00 PM ET
Topic details:
Why the shift from QuickBooks Desktop to Intuit Enterprise Suite isn't just a software upgrade — it's a strategic opportunity for you and your clients.
Topic:
Is Intuit Enterprise Suite Right for You? Answering Your Toughest Questions About Intuit Enterprise Suite
Time:
Wednesday, 09/30/26 at 10:00 AM - 11:00 AM PT |
1:00 PM - 2:00 PM ET
Topic details:
The FAQs session answers the most common questions about Intuit Enterprise Suite. It will focus on busting the biggest myths about Intuit Enterprise Suite, including details on pricing, users, features, and migration.
Topic:
The CAS Firm of 2030: The Manufacturing and Wholesale Opportunity Most Firms Are Not Ready For (1.0 CPE credit)
Time:
Thursday, 10/01/26 at 10:00 AM - 11:00 AM PT |
1:00 PM - 2:00 PM ET
Topic details:
Program description
Manufacturing and wholesale businesses generate extensive product, customer and inventory data, yet blended financial reporting can conceal which products and customers are truly profitable.
This webinar examines how CAS advisors can use product-level margins, customer profitability, inventory intelligence and cash-conversion metrics to identify advisory opportunities and help clients make better commercial decisions.
Using a fictional manufacturing case study, participants will explore the recurring advisory conversations, KPIs and client-selection signals that can help transform a compliance-only engagement into a higher-value advisory relationship.
NASBA Classification
Field of study |
Management Services |
Program level |
Overview |
Delivery method |
Group Internet Based |
CPE credit |
1.0 CPE credit, based on a 50-minute instructional hour. |
Prerequisites |
None. Familiarity with basic financial statements and client advisory services may be helpful but is not required. |
Advanced preparation |
None required. Participants may wish to identify one manufacturing or wholesale client and consider what product, customer-profitability and inventory information is currently available for that client. |
Learning objectives
By the end of this webinar, participants will be able to:
- Explain how blended reporting can conceal differences in product and customer profitability.
- Identify six financial and operational KPIs relevant to manufacturing and wholesale advisory engagements.
- Recognise client characteristics that indicate readiness for product, customer and inventory advisory support.
- Apply product-level, customer-level and inventory analysis to common manufacturing and wholesale decisions.
Required National Registry statement
Refunds & Cancellations: This course is offered free of charge. Therefore, there are no refunds given. In the event that Inuit must cancel a course, participants will be contacted via the email address submitted in their personal account.
GrowCFO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.