2026 is around the corner, and the firms that win won’t stumble into it.

They’ll prepare for it.

Anchor’s Prep Your Firm 2026 is a free webinar series, running from September to November, designed exclusively for firm owners who want to plan smarter, stay ahead of change, and gear up for 2026.

We’re bringing together the most practical tools, timely resources, and top industry speakers to tackle the topics that matter most for the year ahead. From new revenue opportunities and operational shifts to regulatory changes, innovative strategies, and the best technology, every session gives you clear takeaways you can act on now. Join us and make sure your firm is ready, not playing catch-up, when 2026 arrives.

Your firm’s easiest path to growth is keeping current clients alive and thriving. Yet 72% of businesses that fail are profitable on paper when they close because the cash runs out. When that happens your recurring revenue disappears and you face forced churn that drains capacity and profit. In this session, cash flow specialist David Safeer shows accounting firm owners how to close the gap between GAAP accounting and cash flow so you can protect clients from failure, secure long-term engagements, and eliminate costly forced churn events.

As firms gear up for 2026, compliance pressure and client expectations are only getting higher. One of the most overlooked yet critical areas is how S Corp owner compensation is determined. Done poorly, it opens the door to IRS scrutiny and firm risk. Done right, it not only safeguards compliance but also creates a repeatable service line that strengthens client trust and drives new revenue. Join us and see how RCReports equips firms to transform a high-risk compliance area into a profitable, scalable service - setting you up for success in 2026 and beyond.

2026 will reward firm owners who go beyond compliance and step into higher-value roles. One of the biggest opportunities? Becoming the CFO small businesses need.In this session, you’ll learn how to prepare your firm to offer CFO services in the year ahead - whether you’re starting fresh, adding a new service line, or looking to escape the grind of competing on price. We’ll break down what small business clients truly expect from a CFO, why they’re willing to pay for it, and how you can position yourself to meet that demand.

Private equity is moving quickly into the accounting space, reshaping the industry in ways firm owners can’t afford to ignore. This session will cut through the noise and give you a clear view of what’s really happening: why PE is entering, what alternatives exist (yes, there are alternatives), and what it all means for your firm.You’ll get a behind-the-scenes look at the investor and M&A landscape that every firm owner should understand but few openly explain. We’ll cover the opportunities, the risks, and the practical steps you can take to position your firm for advantage in an industry that’s evolving fast.

Your engagement letter lands at the most emotional point in the sales journey. Yet many firms focus on rational detail, listing descriptions, scope, and prices, and miss the emotional triggers that inspire prospects to engage and sign. In this practical, hands-on workshop, you will learn how to turn the same document into a narrative that attracts, reassures, and converts. You will master the Start With Why framework, uncover simple ways to weave purpose into every proposal, and see how Anchor’s proposal builder locks that story into each engagement in just three clicks.

As firms prepare for 2026, the demand to deliver more value with fewer resources is only intensifying. One of the most powerful ways to get ahead is by embracing AI to reimagine the client experience, reduce administrative burden, and expand advisory capacity. In this interactive session, you’ll see Abacor - the AI-powered assistant built for accountants - in action. Discover how to streamline workflows, cut routine tasks, and free up valuable time so you can focus on what matters most: serving and advising your clients.

The CPA profession is constantly under scrutiny. CPAs must be prepared to meet the challenges of their clients as well as the public as a whole. While some malpractice risks are well known, others are emerging in surprising ways. This session equips CPAs with practical insights to navigate both familiar and evolving threats. Through real-life examples and expert guidance, attendees will deepen their understanding of how juries view CPAs’ responsibilities and how those expectations often exceed professional standards.

Digital marketing isn’t about chasing every new channel - it’s about building the right systems that give your firm consistent visibility, trust, and growth. In this session, you’ll learn five proven tactics that work together to put you in control of your pipeline. We’ll show you how to rise above competitors in local search, turn your website into a true client-converting tool, and use email to deepen relationships and loyalty. You’ll also discover how to create a follow-up system that captures opportunities most firms let slip away, and how to run PPC campaigns that bring in motivated clients rather than wasted clicks.These strategies take you beyond referrals and seasonal swings, positioning your firm for steady, sustainable growth in 2026 and beyond.

As clients grow more complex, so should your advisory capabilities. In this session, Dr. Bardia Hariri will unpack three cornerstone strategies every firm should master before 2026: Charitable Remainder Trusts, Defined Benefit Pension Plans, and Irrevocable Life Insurance Trusts. These tools help clients defer capital gains, maximize deductions, and reduce estate taxes while strengthening long-term financial outcomes. You’ll also learn how CPAs and financial advisors can collaborate through joint ventures, referrals, and strategic alliances that open new revenue streams and enhance client satisfaction.

The month-end close is getting more complex, and the firms that will thrive in 2026 are those that simplify how their systems work together. This session shows you what it looks like to anchor your close around one core system that powers everything else. You’ll see how a standard close can cleanly flow end-to-end, how your tools plug in without friction, and why a central source of truth sets your team up for consistency and scale. You’ll also get an inside look at new capabilities that Double released in 2025, including tighter reconciliation workflows, AI-driven efficiency gains, and expanded offerings, to help you prepare for a sharper, more confident close in 2026.

Hosted in collaboration with CPAacademy.org: Qualifies for 1 CPE credit (for live attendees). Most firms survive tax season. A few turn it into their most profitable, most predictable part of the year, without adding stress, staff, or hours. Prepare your firm now for the 2026 tax year with a proven playbook that accelerates revenue, eliminates accounts receivable, and ensures you get paid in full, without a post-season scramble or cleanup. In this webinar, you’ll learn how to put three modern action plans in place before January, so you can win the entire season the same way leading firms have done with Anchor in previous years. If you want your best tax season ever - with more control, more revenue, and zero AR - this session will show you exactly how to get there before January starts.

The start of a new year is the perfect time to reintroduce your firm on your terms. In this interactive session, you’ll take part in a hands-on workshop designed to help you define (or refine) your niche: the clients, services, and positioning that play to your strengths and boost profitability. You’ll learn how to narrow your focus without overhauling everything at once, segmenting, evolving, and letting your niche take shape naturally. Then, discover how to operationalize it all, turning that focus into smoother workflows, stronger client relationships, and scalable systems for 2026 and beyond.

2026 is around the corner, and the firms that win won’t stumble into it.

They’ll prepare for it.

Register for one or for all. Your call.

September

October

November

December

Additional webinars will be announced soon. Stay tuned.