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St. Louis June 25 - 28, 2023

Scaling New Heights Training

Scaling New Heights offers over 100 unique training sessions focused on advancing your practice, pricing to your value, maximizing technologies, and developing new, billable skills.

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Practice Advancement Training

In keeping with the SOAR theme of this year's conference, much of the training at the conference is designed around practice efficiencies, processes and scale, equipping you to increase productions disproportionately to effort and cost. In other words, "flap" less and "soar" more!

Pricing Strategies

Scaling New Heights assembles a dream team of pricing experts including global thought leaders like Ron Baker and feet-on-the-street practitioners who have maximizing pricing strategies in their practices.

Staffing Strategies

The training at Scaling New Heights addresses the current staffing crisis faced by accountants and bookkeepers, focusing on strategies for recruitment, retention, virtual work environments, outsourcing.

Marketing Strategies

You primarily market not to grow your practice, but to have the practice you want. The training at Scaling New Heights focuses on strategies to client prospects who fit your ideal client profile.

Process Standardization

The training at Scaling New Heights focuses on deploying standardized processes for cyclical work as well as vetting, pricing, onboarding and offboarding clients. 

Tax Preparation and Advisory

New for 2023, Scaling New Heights will offer a complete track designed for tax preparers, with sessions on tax representation, tax updates, tax advisory, incorporation strategies... and more!

Client Collaboration

Numerous training sessions at Scaling New Heights focus on strategies and technologies that streamline client collaboration and communication and enhance overall client experience.

Client Advisory Training

Accountants and bookkeepers who embrace client advisory have higher value relationships with clients, build distinctive practices, price effective, and position their practices to thrive in an increasingly competitive professional landscape. The training at Scaling New Heights covers client advisory skills within the disciplines of financial analytics, operational strategies, and business management principles.

Financial Analysis

Selected sessions at Scaling New Heights equip you with the software and skills you need to predict cash flow, reduce bad debt expense, monitor spend, and leverage financial information to provide clients with actionable management advice.

Advanced Reporting

Selected sessions at Scaling New Heights provide advanced training on solutions like Microsoft Power BI, Excel, QuickBooks in-product reports, and Reach Reporting, equipping you to provide meaningful, comprehendible information to your clients.

Spend Management

Selected sessions at Scaling New Heights equip you to offer services that reduce costs and expenses like budget curation, G&A analysis, spend policy enforcement, and the strategic use of cost-controlling solutions like AP automation and intelligent spend cards. 

Technology Training

Scaling New Heights offers cutting edge training on numerous small business accounting platforms, where 30% of our conference breakout sessions are dedicated to highly advanced training on QuickBooks Online/Desktop. Training at the conference also practice management solutions, and sessions on general small business platforms like Microsoft 365 and Google Workplace.

QuickBooks Training

Scaling New Heights offers highly advanced training on QB Online and QB Desktop, designed for certified QB ProAdvisors with 5 or more years of experience using and consulting on QuickBooks.

Practice Management Solutions

Scaling New Heights offers training on selected practice management solutions like Mango, Liscio, Keeper, Canopy...and More!

Data Automation

Scaling New Heights offers sessions that equip you to displace data entry through integration strategies, low code programming (i.e., Zapier), and the strategic use of automation solutions.

Microsoft 365

Selected sessions at Scaling New Heights equip you to leverage MS365 in your practice, featuring tools like Power Automate, Power BI, MS Teams, and advanced features and formulas of Excel.

Google Workplace

Selected sessions at Scaling New Heights equip you to leverage the features of Google Workplace (formerly G-Suite), including ways to collaborate with clients and colleagues using Drive, Sheets. Docs, and more!

Dear Inventory Certification

Dear Inventory, is a leading warehouse management solution that integrates with QuickBooks Online and Xero, offering robust warehouse and inventory controls for small to medium-sized businesses.

Professional Growth and Development Training

To "soar" in your practice, you must "soar" as a professional, and as a person. The training at Scaling New Heights equips you to be more effective with leadership, work/life harmonization, physical/mental wellness, and presentation skills.

Presentation and Writing Skills

Selected sessions at Scaling New Heights address strategies for effective communication including presentation skills, writing skills, and building your personal brand in the areas of your subject matter expertise.

Work/Life Harmonization

Selected sessions at Scaling New Heights focus on strategies for nurturing yourself and your family while harmonizing your personal life with a highly intentional, successful career and professional practice.

Personal Health and Well-Being

Scaling New Heights equips you to bring your strongest self to your life and career, with topics on nutrition and exercise, as well strategies to overcoming imposter syndrome, minimize negative thinking, reduce stress, and more!

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