How-tos & Webinars

We want to help you build your dream practice. You'll find helpful webinars and videos below.

  • How to Successfully Build & Implement a Fixed Fee Pricing Plan at Your Practice1:20:17

    How to Successfully Build & Implement a Fixed Fee Pricing Plan at Your Practice

    Join Practice Ignition's Trent McLaren and Hubdoc's Matt Bunston for a webinar where we'll show you how to build and implement a fixed fee pricing plat at your practice!

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  • Document Collection Webinar Series Part 2: Fetching Vendor Bills1:35:24

    Document Collection Webinar Series Part 2: Fetching Vendor Bills

    In this webinar, Gabrielle Fontaine and Yoseph West discuss how to resolve accounting workflow inefficiencies with automation. [Catch up on Part 1 here: https://goo.gl/VMkvXG)

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  • Learn from a Pro: Advanced Marketing Tips for Accountants & Bookkeepers1:07:53

    Learn from a Pro: Advanced Marketing Tips for Accountants & Bookkeepers

    Learn marketing tips for how to grow your accounting firm with Top Cloud Accountant Cristina Garza. Watch our free webinar now!

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  • Learn from a pro: How to pick the right clients to grow your firm with Jennifer Moore1:06:32

    Learn from a pro: How to pick the right clients to grow your firm with Jennifer Moore

    Questions about client fit? Watch our free webinar with Top Cloud Accountant Jennifer Moore to learn how to select the right clients for your firm.

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  • Document Collection Webinar Series Part 1: Fetching Bank Statements1:29:51

    Document Collection Webinar Series Part 1: Fetching Bank Statements

    In this session, Gabrielle Fontaine showcases how to improve workflow efficiencies and information management using Hubdoc. Watch our free webinar now!

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  • On-demand Webinar: Hiring & Coaching Strategies from LiveCA, a Xero Platinum Partner1:03:54

    On-demand Webinar: Hiring & Coaching Strategies from LiveCA, a Xero Platinum Partner

    LiveCA's Chad Davis and Chris Frame share tactical strategies for making great hiring decisions and building an employee-first culture.

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  • 5 Ways to Engage Your Clients in Their Finances1:05:45

    5 Ways to Engage Your Clients in Their Finances

    Client engagement is critical to your success as an advisor. Watch our webinar to learn how to amplify client engagement!

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  • Hubdoc Cloud Storm Webinar: Supercharge Your Practice57:35

    Hubdoc Cloud Storm Webinar: Supercharge Your Practice

    Hubdoc - Cloud Storm Webinar on September 26, 2016

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  • 5 Steps You Can Take Right Now to Build Trust with Your Clients59:55

    5 Steps You Can Take Right Now to Build Trust with Your Clients

    As an accountant or bookkeeper, the importance of your role as a trusted advisor to your clients can't be overstated. Not only do you crunch the numbers, but you act as a sounding board, a steering wh

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  • 3 Ways to Transform Your Practice with Document Automation1:01:45

    3 Ways to Transform Your Practice with Document Automation

    Take back the 30%+ of time spent getting documents from clients As an accountant or bookkeeper, you spend 30%+ of your time trying to get documents from clients to get your work done. This is an avoi

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  • World-Class Strategies for Picking the Right Clients (2016)56:43

    World-Class Strategies for Picking the Right Clients (2016)

    Learn the mechanics behind building a client base you'll love working with As an accountant or bookkeeper, you want to work with the best clients, those that value your work and expertise. But, it ca

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  • 5 Ways to Future-Proof Your Practice42:44

    5 Ways to Future-Proof Your Practice

    Building a practice that's ready for the future is hard. Watch this webinar to learn how. You want to provide excellent service to your clients. But, client expectations are changing because of Clou

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  • The Playbook for Automating Bills, from Intake to Payment: Hubdoc + Bill.com1:01:56

    The Playbook for Automating Bills, from Intake to Payment: Hubdoc + Bill.com

    Join Cindy Henderson Magner, owner of Beyond Bookkeeping, as she talks about how she leveraged software to reduce the time spent processing her clients’ bills by up to 60%.

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  • Workflow:  Hubdoc + Bill com + SmartVault29:51

    Workflow: Hubdoc + Bill com + SmartVault

    Jamie McDonald and Megan Tarnow from Mobius Group chat about how Hubdoc works with SmartVault and Bill.com.

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  • 7 Ways to Support More Clients in Less Time, Using the Cloud26:48

    7 Ways to Support More Clients in Less Time, Using the Cloud

    The cloud has created an unprecedented opportunity to achieve scalable growth for advisory practices. Learn how to support more clients in less time in our free webinar!

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  • Automating Small Business Bookkeeping Using Hubdoc55:01

    Automating Small Business Bookkeeping Using Hubdoc

    The biggest hurdle advisors face when trying to scale their practice (and their time!) is manual work. This can include chasing down documents from clients, doing manual data entry or going to your c

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  • 5 Steps to a Stress-Free Tax Season Using the Cloud32:52

    5 Steps to a Stress-Free Tax Season Using the Cloud

    Tax season is stressful. But, it doesn't have to be. Through a combination of powerful software and client communication techniques, you can reduce stress levels significantly during your busiest tim

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  • 4 Hires to Create a More Efficient and Profitable Accounting Practice34:08

    4 Hires to Create a More Efficient and Profitable Accounting Practice

    In the cloud accounting age, accountants and bookkeepers need to think outside the box when it comes to hiring. But, the answer to scaling a practice is no longer simply hiring more accountants and bo

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  • Webinar: How to Organize Receipts for Your Small Business24:48

    Webinar: How to Organize Receipts for Your Small Business

    The key to successfully and consistently organizing your receipts is to lay a strong foundation from the start. Particularly, you want to follow an approach that simplifies tax deduction calculations,

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  • How to Scale Operations at Your Practice36:07

    How to Scale Operations at Your Practice

    With accounting software moving to the cloud, the cost of servicing a client has significantly decreased. This has caused accounting and bookkeeping firms to charge as low as $300-500/month, which is

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