https://simplecast.com Accounting Insiders Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business. 2022 Accounting Insiders, Insightful Accountant en Tue, 7 Apr 2026 02:00:00 +0000 Mon, 13 Apr 2026 11:12:22 +0000 https://accounting-insiders.simplecast.com Accounting Insiders https://image.simplecastcdn.com/images/b102e430-5c0a-4840-a603-f68582c0238d/023f93bc-84b0-4892-ab10-feb01c5b4e86/3000x3000/accounting-insider-cover.jpg?aid=rss_feed https://accounting-insiders.simplecast.com episodic Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business. Gary DeHart, Insightful Accountant false https://feeds.simplecast.com/F5C3H4BH accounting, accounting insiders, bookkeeping, insightful accountant, top 100 Insightful Accountant insightfulactnt@gmail.com 282d39c2-af0c-4a6f-84f2-2c22f2801fe6 Bridging the Talent Gap: Outsourcing Strategies for Firms Website: https://www.mindspaceoutsourcing.com/

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]]> Tue, 7 Apr 2026 02:00:00 +0000 insightfulactnt@gmail.com (Gary DeHart, Kenny Jain, Gaynor Meilke) https://accounting-insiders.simplecast.com/episodes/bridging-the-talent-gap-outsourcing-strategies-for-firms-wXlqkYTK Website: https://www.mindspaceoutsourcing.com/

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]]> Bridging the Talent Gap: Outsourcing Strategies for Firms Gary DeHart, Kenny Jain, Gaynor Meilke 00:45:21 In this episode of the Insightful Accountant Accounting Insiders Podcast, host Gary DeHart is joined by Kenny Jain, Co-founder of Mindspace Outsourcing, and Gaynor Meilke, Owner of Charisma Ink. Together, they discuss how outsourcing is evolving into a powerful growth strategy for modern accounting firms. With ongoing talent shortages, increased client expectations, and the rise of AI-driven workflows, firms are rethinking how they scale their operations and deliver higher-value services. Whether you're looking to improve efficiency, expand service offerings, or build a more scalable firm, this episode provides practical insights into how outsourcing can support long-term success. You can also connect with Kenny and Gaynor at Scaling New Heights 2026. In this episode of the Insightful Accountant Accounting Insiders Podcast, host Gary DeHart is joined by Kenny Jain, Co-founder of Mindspace Outsourcing, and Gaynor Meilke, Owner of Charisma Ink. Together, they discuss how outsourcing is evolving into a powerful growth strategy for modern accounting firms. With ongoing talent shortages, increased client expectations, and the rise of AI-driven workflows, firms are rethinking how they scale their operations and deliver higher-value services. Whether you're looking to improve efficiency, expand service offerings, or build a more scalable firm, this episode provides practical insights into how outsourcing can support long-term success. You can also connect with Kenny and Gaynor at Scaling New Heights 2026. outsourcing, podcast, cas, accounting, accounting firm false full 173 680b2362-8056-4e39-9337-969ba5edbf04 Top Accounting Conferences to Attend in 2026 | Insights from Nancy McClelland Learn more about Nancy:
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๐ŸŒ http://aska.cpa

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]]> Thu, 2 Apr 2026 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/top-accounting-conferences-to-attend-in-2026-insights-from-nancy-mcclelland-Fhzjmn2g Learn more about Nancy:
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]]> Top Accounting Conferences to Attend in 2026 | Insights from Nancy McClelland Insightful Accountant 01:20:51 In this episode, Gary DeHart sits down with Nancy McClelland, CPA, educator, and founder of the Ask a CPA community, to discuss the top accounting conferences professionals should consider attending in 2026. Nancy shares insights from her extensive industry involvement, highlighting events that help accounting professionals stay ahead of trends in AI, advisory services, leadership, tax strategy, and firm growth. From large-scale conferences to smaller niche gatherings, she explains how choosing the right conference can help firms build stronger networks and gain practical strategies they can implement right away. Key conferences discussed include: โ€ข Scaling New Heights โ€ข AICPA Engage โ€ข Digital CPA Conference โ€ข Intuit Connect โ€ข Bridging the Gap Conference โ€ข IRS Nationwide Tax Forum โ€ข Women Who Count Conference Gary and Nancy also discuss: โœ”๏ธ How to choose conferences aligned with your firm's goals โœ”๏ธ The value of networking and community in accounting โœ”๏ธ How smaller conferences create deeper connections โœ”๏ธ Trends shaping the future of CAS, AI, and advisory services โœ”๏ธ Ways conferences can accelerate professional growth Whether you're a CPA, bookkeeper, CAS professional, or firm owner, this episode provides a helpful guide to planning your continuing education and making meaningful industry connections in 2026. In this episode, Gary DeHart sits down with Nancy McClelland, CPA, educator, and founder of the Ask a CPA community, to discuss the top accounting conferences professionals should consider attending in 2026. Nancy shares insights from her extensive industry involvement, highlighting events that help accounting professionals stay ahead of trends in AI, advisory services, leadership, tax strategy, and firm growth. From large-scale conferences to smaller niche gatherings, she explains how choosing the right conference can help firms build stronger networks and gain practical strategies they can implement right away. Key conferences discussed include: โ€ข Scaling New Heights โ€ข AICPA Engage โ€ข Digital CPA Conference โ€ข Intuit Connect โ€ข Bridging the Gap Conference โ€ข IRS Nationwide Tax Forum โ€ข Women Who Count Conference Gary and Nancy also discuss: โœ”๏ธ How to choose conferences aligned with your firm's goals โœ”๏ธ The value of networking and community in accounting โœ”๏ธ How smaller conferences create deeper connections โœ”๏ธ Trends shaping the future of CAS, AI, and advisory services โœ”๏ธ Ways conferences can accelerate professional growth Whether you're a CPA, bookkeeper, CAS professional, or firm owner, this episode provides a helpful guide to planning your continuing education and making meaningful industry connections in 2026. accounting conference, the dancing accountant, conference, top 100, accounting, scaling new heights false full 172 4ec3e2df-51e6-470d-b8da-9c29579d93da Mindset, Pricing, and Processes: Keys to a $1M Accounting Firm Links mentioned:

โ€ข Financly: https://financly.ca

โ€ข Teresa Slack: https://teresaslack.ca

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]]> Thu, 26 Mar 2026 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/mindset-pricing-and-processes-keys-to-a-1m-accounting-firm-_KZb5PVJ Links mentioned:

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โ€ข Teresa Slack: https://teresaslack.ca

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]]> Mindset, Pricing, and Processes: Keys to a $1M Accounting Firm Insightful Accountant 00:41:07 In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Teresa Slack, founder of Teresa Slack Consulting and co-founder of Financly Bookkeeping. Teresa shares her journey from starting a bookkeeping firm in 2014 to growing it into a nearly million-dollar annual business before selling it in 2025. She discusses how coaching, systems, pricing strategy, and mindset transformation helped accelerate business growth and profitability. Teresa also shares a case study of a bookkeeping firm that significantly increased pricing and profitability through structured coaching and implementation of value pricing strategies. The episode emphasizes that growth requires action, time blocking, and willingness to invest in professional development. In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Teresa Slack, founder of Teresa Slack Consulting and co-founder of Financly Bookkeeping. Teresa shares her journey from starting a bookkeeping firm in 2014 to growing it into a nearly million-dollar annual business before selling it in 2025. She discusses how coaching, systems, pricing strategy, and mindset transformation helped accelerate business growth and profitability. Teresa also shares a case study of a bookkeeping firm that significantly increased pricing and profitability through structured coaching and implementation of value pricing strategies. The episode emphasizes that growth requires action, time blocking, and willingness to invest in professional development. false full 171 0f00d5ec-2856-4aaa-a34b-b5fcfadc7128 How AI, Automation, and Agents Are Reshaping Accounting at Bill Website: https://www.bill.com/

LinkedIn:ย 

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Ariege Misherghi

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]]> Thu, 19 Mar 2026 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/how-ai-automation-and-agents-are-reshaping-accounting-at-bill-_PSo99bv Website: https://www.bill.com/

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Ariege Misherghi

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]]> How AI, Automation, and Agents Are Reshaping Accounting at Bill Insightful Accountant 00:32:29 In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ariege Misherghi, SVP & GM of Accounts Payable, Accounts Receivable, and the Accountant Channel at Bill. They dive into how AI is transforming the accounting industryโ€”not just by automating tasks, but by completely eliminating manual work. Ariege shares insights on building products for accountants, the evolving role of AI agents, and how firms can scale without increasing headcount. From W-9 automation to smarter bill coding, this conversation explores how accounting professionals can stay ahead by rethinking workflows and leveraging the right technology. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ariege Misherghi, SVP & GM of Accounts Payable, Accounts Receivable, and the Accountant Channel at Bill. They dive into how AI is transforming the accounting industryโ€”not just by automating tasks, but by completely eliminating manual work. Ariege shares insights on building products for accountants, the evolving role of AI agents, and how firms can scale without increasing headcount. From W-9 automation to smarter bill coding, this conversation explores how accounting professionals can stay ahead by rethinking workflows and leveraging the right technology. insightful accountant, accounting insiders, bookkeeping, bill.com false full 170 d46985cf-db03-4017-87ce-4abab78c2d5f AI, Automation, and Client Support: How Account Ability Consulting Stays Ahead ๐ŸŒ Website: AccountAbilityConsulting.netย 

๐Ÿ“ง Email:ย 

info@accountabilityconsulting.netย 

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]]> Wed, 4 Mar 2026 16:01:24 +0000 insightfulactnt@gmail.com (Gary DeHart, Susan Cook, Abigail Rocheleau) https://accounting-insiders.simplecast.com/episodes/ai-automation-and-client-support-how-account-ability-consulting-stays-ahead-JH_AtGjK ๐ŸŒ Website: AccountAbilityConsulting.netย 

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]]> AI, Automation, and Client Support: How Account Ability Consulting Stays Ahead Gary DeHart, Susan Cook, Abigail Rocheleau 00:43:59 On February 20, 2026, Gary DeHart sits down with Susan Cook and Abby Rocheleau of Account Ability Consulting to talk about what it really looks like to run a modern QuickBooks consulting practice. Susan shares how she went from doing everything herself to hiring help, achieving โ€œzero inboxโ€ ๐Ÿ“ฅ, and freeing up time for revenue-producing work. Abby explains what made the onboarding successful, starting with low-risk repeatable tasks, documenting processes ๐Ÿ“, and gradually expanding responsibilities. They also dive into the QuickBooks Solution Provider program, inventory and manufacturing workflows ๐Ÿ“ฆ, and how consultants help accounting firms solve complex system and process challenges. Susan also discusses how she chooses the right tech stack for clients, including tools like Cin7 Core, Lightspeed, and Shopify. The conversation also explores how automation and AI ๐Ÿค– are being used carefully to support clients, improve communication, and streamline operations without sacrificing accuracy. If youโ€™re an accountant, consultant, bookkeeper, or firm owner, this episode offers practical insights on hiring, specialization, delegation, and building a consulting practice that scales. On February 20, 2026, Gary DeHart sits down with Susan Cook and Abby Rocheleau of Account Ability Consulting to talk about what it really looks like to run a modern QuickBooks consulting practice. Susan shares how she went from doing everything herself to hiring help, achieving โ€œzero inboxโ€ ๐Ÿ“ฅ, and freeing up time for revenue-producing work. Abby explains what made the onboarding successful, starting with low-risk repeatable tasks, documenting processes ๐Ÿ“, and gradually expanding responsibilities. They also dive into the QuickBooks Solution Provider program, inventory and manufacturing workflows ๐Ÿ“ฆ, and how consultants help accounting firms solve complex system and process challenges. Susan also discusses how she chooses the right tech stack for clients, including tools like Cin7 Core, Lightspeed, and Shopify. The conversation also explores how automation and AI ๐Ÿค– are being used carefully to support clients, improve communication, and streamline operations without sacrificing accuracy. If youโ€™re an accountant, consultant, bookkeeper, or firm owner, this episode offers practical insights on hiring, specialization, delegation, and building a consulting practice that scales. accounting workflow, insightful accountant, quickbooks migration, shopify accounting, construction accounting, quickbooks solution provider, accounting insiders podcast, quickbooks training, quickbooks implementation, quickbooks consultant, inventory accounting, ecommerce accounting, sop documentation, inventory management, proadvisor, ai in accounting, advisory services, tech stack for accountants, productivity for accountants, standard operating procedures false full 169 2d20a438-91b4-46e7-8e56-305f4cf74171 Beyond the General Ledger: Church Finance, Giving, and Automation with Christian Greyenbuhl Learn more: www.ministrybrands.com

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]]> Tue, 24 Feb 2026 16:33:08 +0000 insightfulactnt@gmail.com (Gary DeHart, Christian Greyenbuhl) https://accounting-insiders.simplecast.com/episodes/beyond-the-general-ledger-church-finance-giving-and-automation-with-christian-greyenbuhl-dJLRq7jd Learn more: www.ministrybrands.com

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]]> Beyond the General Ledger: Church Finance, Giving, and Automation with Christian Greyenbuhl Gary DeHart, Christian Greyenbuhl 00:31:23 Gary DeHart sits down with Christian Greyenbuhl, CFO of Ministry Brands, to unpack whatโ€™s changing in church finance and why automation is becoming a necessity for churches and mission-driven organizations. They talk about the real-world pressure churches face as volunteer capacity declines, why fund accounting drives nearly every decision in church bookkeeping, and how better systems can improve controls, transparency, and stewardship. Christian also breaks down what Ministry Brands offers beyond accounting, including church management tools, digital giving and payment solutions, website management, streaming services, sermon planning support, and background screening. The conversation covers the shift toward all-in-one platforms, plus the time savings churches can gain from automation in areas like payroll and bill pay. Gary DeHart sits down with Christian Greyenbuhl, CFO of Ministry Brands, to unpack whatโ€™s changing in church finance and why automation is becoming a necessity for churches and mission-driven organizations. They talk about the real-world pressure churches face as volunteer capacity declines, why fund accounting drives nearly every decision in church bookkeeping, and how better systems can improve controls, transparency, and stewardship. Christian also breaks down what Ministry Brands offers beyond accounting, including church management tools, digital giving and payment solutions, website management, streaming services, sermon planning support, and background screening. The conversation covers the shift toward all-in-one platforms, plus the time savings churches can gain from automation in areas like payroll and bill pay. avidxchange, gary dehart, payroll automation, church accounting, insightful accountant, bill pay automation, accounting technology, accounting insiders podcast, accounting for churches, outsourced bookkeeping, nonprofit compliance, accounting automation, payment facilitator, ministry brands, fund accounting, internal controls, payfac, nonprofit financial reporting, church finance, fraud prevention, giving solutions, church management software, public accounting, restricted funds, digital giving, ministry finance, nonprofit accounting, donor reporting, church management system, financial stewardship, church bookkeeping, accounts payable automation, christian greyenbuhl false full 168 a589874c-493d-4d07-bf2d-5d55e5022a45 AI, Advisory, and the Future of Accounting with Jody Padar and Katie Tolin Connect and learn more:ย 

Katie Tolin on LinkedIn: https://www.linkedin.com/in/katietolin/

Jody Padar on LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711/

XcelLabs Academy: https://www.xcellabsacademy.com/

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]]> Wed, 18 Feb 2026 05:45:54 +0000 insightfulactnt@gmail.com (Katie Tolin, Jody Padar, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/ai-advisory-and-the-future-of-accounting-with-jody-padar-and-katie-tolin-jl-jro2p-hZkIdPVx Connect and learn more:ย 

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]]> AI, Advisory, and the Future of Accounting with Jody Padar and Katie Tolin Katie Tolin, Jody Padar, Gary DeHart 00:41:55 In this episode of the Accounting Insiders Podcast (recorded February 11, 2026), Gary DeHart sits down with Jody Padar (Radical CPA) and Katie Tolin, co-founders of XcelLabs, to talk about what accounting firms need to do right now to stay relevant as AI accelerates. Jody shares her early days building one of the first โ€œcloud firms,โ€ how consistency and authenticity helped her break through on LinkedIn long before โ€œgoing viralโ€ was a thing, and why advisory (not compliance) is what clients will keep paying for. Katie breaks down what AI is actually changing in marketing and growth, what โ€œgoodโ€ AI usage looks like, and why education matters if firms want adoption to stick. They also discuss Botkeeperโ€™s closure and what it says about innovation in a risk-averse profession, plus a walk-through of XcelLabsโ€™ approach, including โ€œNavi,โ€ a tool designed to help professionals improve how they show up in real client conversations. If youโ€™re still treating AI like a side project, youโ€™re already behind. In this episode of the Accounting Insiders Podcast (recorded February 11, 2026), Gary DeHart sits down with Jody Padar (Radical CPA) and Katie Tolin, co-founders of XcelLabs, to talk about what accounting firms need to do right now to stay relevant as AI accelerates. Jody shares her early days building one of the first โ€œcloud firms,โ€ how consistency and authenticity helped her break through on LinkedIn long before โ€œgoing viralโ€ was a thing, and why advisory (not compliance) is what clients will keep paying for. Katie breaks down what AI is actually changing in marketing and growth, what โ€œgoodโ€ AI usage looks like, and why education matters if firms want adoption to stick. They also discuss Botkeeperโ€™s closure and what it says about innovation in a risk-averse profession, plus a walk-through of XcelLabsโ€™ approach, including โ€œNavi,โ€ a tool designed to help professionals improve how they show up in real client conversations. If youโ€™re still treating AI like a side project, youโ€™re already behind. sales for cpas, cpa firm growth, ai marketing, xcellabs, leadership development, communication skills, accounting technology, future of accounting, accounting insiders podcast, soft skills, practice growth, ai for cpas, cloud accounting, client advisory, marketing for accountants, accounting advisory, accounting profession 2030, botkeeper, ai copilots, innovation in accounting, radical cpa, client conversations, xcellabs, ai in accounting, advisory services, ai adoption false full 167 270b6549-b83a-4003-8c52-9cb5e58bf3b4 Hidden 401(k) Fees Exposed ๐Ÿ’ธ What Accountants MUST Know | Paul Sippil ๐Ÿ‘‰ Connect with Paul Sippil:

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]]> Fri, 13 Feb 2026 12:25:12 +0000 insightfulactnt@gmail.com (Gary DeHart, Paul Sippil) https://accounting-insiders.simplecast.com/episodes/hidden-401k-fees-exposed-what-accountants-must-know-paul-sippil-atm4wh32-ogyrGfMi ๐Ÿ‘‰ Connect with Paul Sippil:

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]]> Hidden 401(k) Fees Exposed ๐Ÿ’ธ What Accountants MUST Know | Paul Sippil Gary DeHart, Paul Sippil 00:32:29 Are businesses secretly overpaying their 401(k) fees? And do they even know it? In this episode of the Accounting Insiders Podcast, Gary DeHart talks with forensic 401k consultant Paul Sippil, an independent fiduciary and specialist who analyzes retirement plans to uncover hidden fees, excessive charges, and costly plan structures. They break down: โœ” Why most companies donโ€™t know what theyโ€™re paying โœ” How participants end up covering fees without invoices โœ” Percentage-based pricing vs flat-fee models โœ” Fiduciary risks employers and advisors should watch โœ” How accountants can deliver more value to clients โœ” Real strategies to review and negotiate retirement plan fees If youโ€™re an accountant, advisor, business owner, or CFO, this conversation will change how you look at retirement plans. Are businesses secretly overpaying their 401(k) fees? And do they even know it? In this episode of the Accounting Insiders Podcast, Gary DeHart talks with forensic 401k consultant Paul Sippil, an independent fiduciary and specialist who analyzes retirement plans to uncover hidden fees, excessive charges, and costly plan structures. They break down: โœ” Why most companies donโ€™t know what theyโ€™re paying โœ” How participants end up covering fees without invoices โœ” Percentage-based pricing vs flat-fee models โœ” Fiduciary risks employers and advisors should watch โœ” How accountants can deliver more value to clients โœ” Real strategies to review and negotiate retirement plan fees If youโ€™re an accountant, advisor, business owner, or CFO, this conversation will change how you look at retirement plans. cpa advisory, gary dehart, accounting podcast, fiduciary responsibility, erisa fiduciary, flat fee 401k, client advisory services, small business retirement plans, paul sippil, forensic 401k consultant, recordkeeper fees, plan sponsor responsibilities, 401k fees, accounting advisory services, fee for service advisor, retirement plan fees false full 166 a10f0f98-910c-4ee1-b41d-b066695d3250 Tax Season Survival for CPAs | Project Management, Outsourcing & Efficiency with Tim Sines ๐Ÿ”— Resources & Links

๐ŸŒ Mango Practice Management
๐Ÿ‘‰ https://mangopractice.com/

๐Ÿ”— Connect with Tim Sines on LinkedIn
๐Ÿ‘‰ https://www.linkedin.com/in/tim-sines-cpa-69344816/

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]]> Mon, 9 Feb 2026 15:01:45 +0000 insightfulactnt@gmail.com (Gary DeHart, Tim Sines) https://accounting-insiders.simplecast.com/episodes/tax-season-survival-for-cpas-project-management-outsourcing-efficiency-with-tim-sines-Xf7mlMnI ๐Ÿ”— Resources & Links

๐ŸŒ Mango Practice Management
๐Ÿ‘‰ https://mangopractice.com/

๐Ÿ”— Connect with Tim Sines on LinkedIn
๐Ÿ‘‰ https://www.linkedin.com/in/tim-sines-cpa-69344816/

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]]> Tax Season Survival for CPAs | Project Management, Outsourcing & Efficiency with Tim Sines Gary DeHart, Tim Sines 00:37:54 Tax season pressure is real. Spreadsheets break. Staff burns out. Clients chase updates. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Tim Sines, CPA, founder of Mango Practice Management, for a straight-talk conversation on what actually works for accounting firms during tax season and beyond. Tim brings nearly 40 years of real firm experience and explains how modern practice management, project visibility, outsourcing, and capacity planning help firms stay profitable and sane. What youโ€™ll learn ๐Ÿ‘‡ โœ” Why tax season really starts before the returns arrive โœ” When it still makes sense to change systems during tax season โœ” Why spreadsheets quietly kill efficiency โœ” How project management improves turnaround time and client communication โœ” The real cost of bad processes and staff burnout โœ” How outsourcing works when systems are set up right โœ” Why engagement letters protect revenue and expectations โœ” How capacity planning prevents overload during peak season This episode is for CPAs, firm owners, and accounting leaders who want less chaos and more control. Tax season pressure is real. Spreadsheets break. Staff burns out. Clients chase updates. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Tim Sines, CPA, founder of Mango Practice Management, for a straight-talk conversation on what actually works for accounting firms during tax season and beyond. Tim brings nearly 40 years of real firm experience and explains how modern practice management, project visibility, outsourcing, and capacity planning help firms stay profitable and sane. What youโ€™ll learn ๐Ÿ‘‡ โœ” Why tax season really starts before the returns arrive โœ” When it still makes sense to change systems during tax season โœ” Why spreadsheets quietly kill efficiency โœ” How project management improves turnaround time and client communication โœ” The real cost of bad processes and staff burnout โœ” How outsourcing works when systems are set up right โœ” Why engagement letters protect revenue and expectations โœ” How capacity planning prevents overload during peak season This episode is for CPAs, firm owners, and accounting leaders who want less chaos and more control. cloud accounting tools, cpa firm efficiency, accounting podcast, engagement letters accounting, accounting technology, accounting insiders podcast, mango practice management, practice management software, tax season for cpas, accounting automation, accounting firm management, tim sines cpa, outsourcing accounting work, cpa practice growth, project management for accountants, capacity planning cpas, accounting leadership, tax firm workflow false full 165 304deee2-cbb5-46d1-b4a2-3432d7465812 Payments, Automation, and Compliance: What Accountants Should Know in 2026 | Chris Borchers ๐Ÿ”— Helpful Links

ย 

๐Ÿ’ณ Learn more about IQ Pro

๐Ÿ‘‰ https://iqpro.com/

ย 

๐Ÿฆ Explore Basys Processing

๐Ÿ‘‰ https://basyspro.com/

ย 

๐Ÿ”— Connect with Chris Borchers on LinkedIn

๐Ÿ‘‰ https://www.linkedin.com/in/chris-borchers-b1085928/

ย 

๐Ÿ“˜ QuickBooks Playbookย 

๐Ÿ‘‰ https://basyspro.com/quickbooks/

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]]> Thu, 22 Jan 2026 13:39:05 +0000 insightfulactnt@gmail.com (Chris Borchers, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/payments-automation-and-compliance-what-accountants-should-know-in-2026-chris-borchers-LqMKHKv2 ๐Ÿ”— Helpful Links

ย 

๐Ÿ’ณ Learn more about IQ Pro

๐Ÿ‘‰ https://iqpro.com/

ย 

๐Ÿฆ Explore Basys Processing

๐Ÿ‘‰ https://basyspro.com/

ย 

๐Ÿ”— Connect with Chris Borchers on LinkedIn

๐Ÿ‘‰ https://www.linkedin.com/in/chris-borchers-b1085928/

ย 

๐Ÿ“˜ QuickBooks Playbookย 

๐Ÿ‘‰ https://basyspro.com/quickbooks/

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]]> Payments, Automation, and Compliance: What Accountants Should Know in 2026 | Chris Borchers Chris Borchers, Gary DeHart 00:31:30 In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Chris Borchers, CTO and Chief Product Officer at Basys Processing, about what accounting professionals should actually understand about payments in 2026. They break down how payment processing has evolved, where most businesses still get it wrong, and why โ€œjust checking the payments boxโ€ inside accounting software can leave money, efficiency, and compliance on the table. The conversation covers PCI compliance, automation, chargebacks, settlement rates, ERP and QuickBooks integrations, and how accountants can play a more strategic role in improving payment workflows for their clients. Chris also shares how Basys approaches white-glove service in a high-volume payments industry, why customer experience still matters, and where opportunities exist for accountants to add value and potentially open new revenue streams. This episode is especially relevant for QuickBooks ProAdvisors, bookkeepers, firm owners, and controllers who want to reduce risk, simplify payments, and help clients operate more efficiently. In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Chris Borchers, CTO and Chief Product Officer at Basys Processing, about what accounting professionals should actually understand about payments in 2026. They break down how payment processing has evolved, where most businesses still get it wrong, and why โ€œjust checking the payments boxโ€ inside accounting software can leave money, efficiency, and compliance on the table. The conversation covers PCI compliance, automation, chargebacks, settlement rates, ERP and QuickBooks integrations, and how accountants can play a more strategic role in improving payment workflows for their clients. Chris also shares how Basys approaches white-glove service in a high-volume payments industry, why customer experience still matters, and where opportunities exist for accountants to add value and potentially open new revenue streams. This episode is especially relevant for QuickBooks ProAdvisors, bookkeepers, firm owners, and controllers who want to reduce risk, simplify payments, and help clients operate more efficiently. basys processing, chargebacks, pci compliance, gary dehart, accounting podcast, accounting technology, fintech for accountants, accounting workflows, accounting insiders podcast, chris borchers, ar automation, payment automation, quickbooks proadvisor, quickbooks payments, payment fees, erp integrations, payment processing, invoicing automation false full 164 172334c9-457b-4d0e-b041-1bb9d6806e27 From $18/hr to a Sellable Firm: Teresa Slack on Value Pricing and E-Commerce Niches In this Accounting Insiders Podcast episode, Gary DeHart talks with Teresa Slack about how she and her sister Connie built a virtual bookkeeping firm, hit painful growth limits, then turned it into a sellable business.

They get real about the early mistakes (hourly pricing, hiring too early, no SOPs), what changed after learning value pricing, and why systems mattered just as much as pricing. Teresa also shares how they found their niche in e-commerce, how discovery calls uncover what clients actually value, and why repricing clients yearly is non-negotiable if you want a healthy firm.

Teresa also explains what she does today, including value pricing coaching and e-commerce training for accounting pros.

ย 

๐Ÿ”— Connect with Mark on LinkedIn: https://www.linkedin.com/in/markwickersham1/ย 

'๐Ÿ”— Connect with Teresa on LinkedIn: https://www.linkedin.com/in/teresaslack/ย 

๐Ÿ”— Subscribe to the Value Pricing Academy YouTube channel: https://www.youtube.com/user/Pricing4Accountantsย 

๐Ÿ”— Join our VIP list for free training: https://www.valuepricingacademy.com/free-mentoring?ย 

๐Ÿ”— How to price bookkeeping eBook (the tool I used to turn my business around): https://bit.ly/43lzaZGย 

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]]> Mon, 12 Jan 2026 15:43:07 +0000 insightfulactnt@gmail.com (Teresa Slack, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/from-18-hr-to-a-sellable-firm-teresa-slack-on-value-pricing-and-e-commerce-niches-fXx9y0mC In this Accounting Insiders Podcast episode, Gary DeHart talks with Teresa Slack about how she and her sister Connie built a virtual bookkeeping firm, hit painful growth limits, then turned it into a sellable business.

They get real about the early mistakes (hourly pricing, hiring too early, no SOPs), what changed after learning value pricing, and why systems mattered just as much as pricing. Teresa also shares how they found their niche in e-commerce, how discovery calls uncover what clients actually value, and why repricing clients yearly is non-negotiable if you want a healthy firm.

Teresa also explains what she does today, including value pricing coaching and e-commerce training for accounting pros.

ย 

๐Ÿ”— Connect with Mark on LinkedIn: https://www.linkedin.com/in/markwickersham1/ย 

'๐Ÿ”— Connect with Teresa on LinkedIn: https://www.linkedin.com/in/teresaslack/ย 

๐Ÿ”— Subscribe to the Value Pricing Academy YouTube channel: https://www.youtube.com/user/Pricing4Accountantsย 

๐Ÿ”— Join our VIP list for free training: https://www.valuepricingacademy.com/free-mentoring?ย 

๐Ÿ”— How to price bookkeeping eBook (the tool I used to turn my business around): https://bit.ly/43lzaZGย 

๐Ÿ”— VPA on Skool platform free training and support: https://bit.ly/3LTEsG5

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]]> From $18/hr to a Sellable Firm: Teresa Slack on Value Pricing and E-Commerce Niches Teresa Slack, Gary DeHart 00:41:55 mark wickerham, bookkeeping workflow, firm acquisition, value pricing academy, gary dehart, pricing for bookkeepers, accounting insiders podcast, bookkeeping firm growth, sell a bookkeeping business, profitability for bookkeepers, how to raise bookkeeping prices, pure bookkeeping, systems and processes, virtual bookkeeping firm, shopify bookkeeping, amazon bookkeeping, teresa slack, client repricing, sops for bookkeeping, practice management, bookkeeping pricing strategy, accounting firm niche, advisory services, value pricing, e commerce bookkeeping, discovery call questions false full 163 09c8d1af-d1e9-45e9-9788-bca1616c0d51 How Accountants Can Turn QuickBooks Data Into Real Insights with AI | Coupler.io Helpful links mentioned in the episode:ย 

๐Ÿ”— Coupler.io: https://www.coupler.io/ย 

๐Ÿ”— QuickBooks connector: https://www.coupler.io/sources/quickbooks-connectorย 

๐Ÿ”— Financial dashboard examples: https://www.coupler.io/dashboard-examples/financial-dashboardย 

๐Ÿ”— AI integrations: https://www.coupler.io/ai-integrationsย 

๐Ÿ”— Pricing: https://www.coupler.io/pricingย 

๐Ÿ”— Yaroslav Lazor on LinkedIn: https://www.linkedin.com/in/ylazor/ย 

๐Ÿ”—The App Aware: Coupler.io Article: https://blog.insightfulaccountant.com/app-aware-coupler.io

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]]> Mon, 22 Dec 2025 14:19:36 +0000 insightfulactnt@gmail.com (Yaroslav Lazor, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-accountants-can-turn-quickbooks-data-into-real-insights-with-ai-couplerio-HfELjjGZ Helpful links mentioned in the episode:ย 

๐Ÿ”— Coupler.io: https://www.coupler.io/ย 

๐Ÿ”— QuickBooks connector: https://www.coupler.io/sources/quickbooks-connectorย 

๐Ÿ”— Financial dashboard examples: https://www.coupler.io/dashboard-examples/financial-dashboardย 

๐Ÿ”— AI integrations: https://www.coupler.io/ai-integrationsย 

๐Ÿ”— Pricing: https://www.coupler.io/pricingย 

๐Ÿ”— Yaroslav Lazor on LinkedIn: https://www.linkedin.com/in/ylazor/ย 

๐Ÿ”—The App Aware: Coupler.io Article: https://blog.insightfulaccountant.com/app-aware-coupler.io

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]]> How Accountants Can Turn QuickBooks Data Into Real Insights with AI | Coupler.io Yaroslav Lazor, Gary DeHart 00:48:22 In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by William โ€œMurphโ€ Murphy and Yaroslav Lazor, CEO of Coupler.io, for a deep dive into finance data, analytics, and AI. Yaroslav shares how Coupler.io helps accountants and advisors eliminate manual exports, connect QuickBooks and other finance tools, and turn raw data into dashboards, reports, and real-time insights. The conversation covers real-world use cases, consolidated reporting across multiple entities, and how AI can act as a true data analyst for cash flow, receivables, and financial health. This episode is more technical than usual and ideal for accounting professionals who want to go beyond standard QuickBooks reports and deliver higher-value insights to clients. In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by William โ€œMurphโ€ Murphy and Yaroslav Lazor, CEO of Coupler.io, for a deep dive into finance data, analytics, and AI. Yaroslav shares how Coupler.io helps accountants and advisors eliminate manual exports, connect QuickBooks and other finance tools, and turn raw data into dashboards, reports, and real-time insights. The conversation covers real-world use cases, consolidated reporting across multiple entities, and how AI can act as a true data analyst for cash flow, receivables, and financial health. This episode is more technical than usual and ideal for accounting professionals who want to go beyond standard QuickBooks reports and deliver higher-value insights to clients. cloud accounting tools, accounting insights, accounting technology, ai for accountants, accounting insiders podcast, accounting automation, accounting data analytics, quickbooks reporting, financial dashboards, quickbooks analytics, coupler.io, advisory services, finance data integration false full 162 510d0078-db87-4b10-a6e1-19e55fa07b3c How AI and New Tech Will Reshape Accounting in 2026 with Randy Johnson Reach Randy:ย 

๐Ÿ“ง NMGI: randyj@nmgi.comย 

๐Ÿ“ง K2 Enterprises: randy@k2e.comย 

๐ŸŒ NMGI: nmgi.comย 

๐ŸŒ K2 Enterprises: k2e.com

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]]> Tue, 9 Dec 2025 17:33:38 +0000 insightfulactnt@gmail.com (Randy Johnston, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-ai-and-new-tech-will-reshape-accounting-in-2026-with-randy-johnson-5AxdXcLN Reach Randy:ย 

๐Ÿ“ง NMGI: randyj@nmgi.comย 

๐Ÿ“ง K2 Enterprises: randy@k2e.comย 

๐ŸŒ NMGI: nmgi.comย 

๐ŸŒ K2 Enterprises: k2e.com

Connect with Insightful Accountant! 

๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!

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]]> How AI and New Tech Will Reshape Accounting in 2026 with Randy Johnson Randy Johnston, Gary DeHart 00:50:00 Randy Johnston joins Gary DeHart on the Accounting Insiders Podcast to break down what firms should expect in 2026. Randy has spent decades in accounting tech and works closely with CPA firms across the country, so he has a clear view of whatโ€™s real, whatโ€™s noise, and whatโ€™s coming next. They dive into AI adoption, next-gen document management, voice-driven workflows, hardware updates you should wait for, and how firms can actually boost productivity instead of just talking about it. Randy also shares the truth about whatโ€™s changing in education, how firms are using AI well, and why many still fall behind. If you want a blunt look at the future of accounting tech, this is the episode. What youโ€™ll learn: โœ” How firms are really using AI โœ” Why only a small slice of accountants get AI right โœ” What new document management tools will do next year โœ” How voice tech will change daily workflows โœ” When you should replace your hardware โœ” Where AI-powered accounting software is heading โœ” How work-from-home is shifting inside firms in 2026 โœ” Why search and online visibility are changing fast โœ” How to reach Randy for training or tech guidance Randy Johnston joins Gary DeHart on the Accounting Insiders Podcast to break down what firms should expect in 2026. Randy has spent decades in accounting tech and works closely with CPA firms across the country, so he has a clear view of whatโ€™s real, whatโ€™s noise, and whatโ€™s coming next. They dive into AI adoption, next-gen document management, voice-driven workflows, hardware updates you should wait for, and how firms can actually boost productivity instead of just talking about it. Randy also shares the truth about whatโ€™s changing in education, how firms are using AI well, and why many still fall behind. If you want a blunt look at the future of accounting tech, this is the episode. What youโ€™ll learn: โœ” How firms are really using AI โœ” Why only a small slice of accountants get AI right โœ” What new document management tools will do next year โœ” How voice tech will change daily workflows โœ” When you should replace your hardware โœ” Where AI-powered accounting software is heading โœ” How work-from-home is shifting inside firms in 2026 โœ” Why search and online visibility are changing fast โœ” How to reach Randy for training or tech guidance managed service provider accounting, excel training, accounting software, artificial intelligence accounting, accounting technology, accounting insiders podcast, cpe training, 2026 accounting trends, nmgi, cpa firms, tech adoption accounting, firm productivity, k2 enterprises, workflow automation, accounting practice management, document management, quickbooks, remote work accounting, ai in accounting, accounting education, randy johnson false full 161 bb46627d-df10-45ba-a123-af6feb8b7df4 How Accountants Hire in the Philippines with Team Up: Building a Reliable Offshore Team Learn more about Team Up and connect with Isaac:
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]]> Thu, 4 Dec 2025 17:25:29 +0000 insightfulactnt@gmail.com (Isaac Smith, accounting hiring, accounting staffing, offshore accounting, hire in the philippines, philippines accounting talent, virtual bookkeeping team, remote accounting team, build accounting team, accounting firm growth, accounting operations, accounting outsourcing, accounting offshoring, team up philippines, accounting recruiters philippines, hire bookkeeper philippines, hire accountant philippines, global accounting talent, remote talent, accounting culture fit, accounting leadership, accounting podcast, accounting insiders podcast, gary dehart, isaac smith team up, accounting compliance philippines, employer of record philippines, accounting SOPs, accounting processes, accounting firm owners, Gary DeHart, insightful accountant) https://accounting-insiders.simplecast.com/episodes/how-accountants-hire-in-the-philippines-with-team-up-building-a-reliable-offshore-team-pEsrD73X Learn more about Team Up and connect with Isaac:
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]]> How Accountants Hire in the Philippines with Team Up: Building a Reliable Offshore Team Isaac Smith, accounting hiring, accounting staffing, offshore accounting, hire in the philippines, philippines accounting talent, virtual bookkeeping team, remote accounting team, build accounting team, accounting firm growth, accounting operations, accounting outsourcing, accounting offshoring, team up philippines, accounting recruiters philippines, hire bookkeeper philippines, hire accountant philippines, global accounting talent, remote talent, accounting culture fit, accounting leadership, accounting podcast, accounting insiders podcast, gary dehart, isaac smith team up, accounting compliance philippines, employer of record philippines, accounting SOPs, accounting processes, accounting firm owners, Gary DeHart, insightful accountant 00:45:05 Hiring accounting talent in the Philippines is no longer an experiment. It is a proven way for firms to expand capacity, remove day-to-day work from partners, and build a stronger team without lowering expectations. In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Isaac Smith, co-founder of Team Up, a recruiting firm that helps accounting practices hire directly in the Philippines. Isaac explains how he scaled a 12 to 14 person bookkeeping team with Philippine talent, what he learned about culture and leadership, and why offshore hiring fails when firms overcomplicate the process. What you will learn: โœ”๏ธ How Isaac built his first team in the Philippines โœ”๏ธ Why firms need to drop the โ€œus vs themโ€ mindset โœ”๏ธ Where hiring goes wrong and how to avoid it โœ”๏ธ How communication works across cultures and time zones โœ”๏ธ English ability and technical skills in the Philippines โœ”๏ธ Contractor vs employee, compliance, and EORs โœ”๏ธ When client-facing work fits in Philippine hours โœ”๏ธ Why personality fit matters as much as credentials Isaacโ€™s message is straightforward. Build one team, not two. Set the same standards for everyone. Give people the support they need, and they will match the work you expect. Hiring accounting talent in the Philippines is no longer an experiment. It is a proven way for firms to expand capacity, remove day-to-day work from partners, and build a stronger team without lowering expectations. In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Isaac Smith, co-founder of Team Up, a recruiting firm that helps accounting practices hire directly in the Philippines. Isaac explains how he scaled a 12 to 14 person bookkeeping team with Philippine talent, what he learned about culture and leadership, and why offshore hiring fails when firms overcomplicate the process. What you will learn: โœ”๏ธ How Isaac built his first team in the Philippines โœ”๏ธ Why firms need to drop the โ€œus vs themโ€ mindset โœ”๏ธ Where hiring goes wrong and how to avoid it โœ”๏ธ How communication works across cultures and time zones โœ”๏ธ English ability and technical skills in the Philippines โœ”๏ธ Contractor vs employee, compliance, and EORs โœ”๏ธ When client-facing work fits in Philippine hours โœ”๏ธ Why personality fit matters as much as credentials Isaacโ€™s message is straightforward. Build one team, not two. Set the same standards for everyone. Give people the support they need, and they will match the work you expect. false full 160 d67d704c-fa26-4e16-8622-4d2df592e837 Jeff Seibert Talks Real-Time Accounting and AI with Digits To learn more or reach out ๐ŸŒ https://digits.comย 
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]]> Tue, 25 Nov 2025 17:13:13 +0000 insightfulactnt@gmail.com (Jeff Seibert, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/jeff-seibert-talks-real-time-accounting-and-ai-with-digits-znq1_jMV To learn more or reach out ๐ŸŒ https://digits.comย 
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]]> Jeff Seibert Talks Real-Time Accounting and AI with Digits Jeff Seibert, Gary DeHart 00:27:07 Jeff Seibert, CEO and Founder of Digits, joins Gary DeHart on the Accounting Insiders Podcast to talk about the future of accounting technology. They dig into real-time finance, predictive AI, Digitsโ€™ machine-learning engine, the gaps in todayโ€™s accounting systems, and how firms can streamline monthly work with automated booking, reconciliation, insights, and reporting. Jeff also shares the origin story behind Digits, why the team built a full general ledger from scratch, why vector-based data models matter, and whatโ€™s coming next for the platform. What youโ€™ll learn: โœ” How Digits auto-books 97 percent of transactions โœ” Why predictive AI fits accounting better than generative AI โœ” How real-time dashboards change client advisory โœ” Who Digits is built for โœ” Where it still doesnโ€™t fit today โœ” What the partner program offers firms โœ” How firms onboard clients in minutes โœ” Whatโ€™s coming in future launches If you serve small businesses or you're exploring modern accounting tools, this episode gives a straight look at how the space is changing fast. Jeff Seibert, CEO and Founder of Digits, joins Gary DeHart on the Accounting Insiders Podcast to talk about the future of accounting technology. They dig into real-time finance, predictive AI, Digitsโ€™ machine-learning engine, the gaps in todayโ€™s accounting systems, and how firms can streamline monthly work with automated booking, reconciliation, insights, and reporting. Jeff also shares the origin story behind Digits, why the team built a full general ledger from scratch, why vector-based data models matter, and whatโ€™s coming next for the platform. What youโ€™ll learn: โœ” How Digits auto-books 97 percent of transactions โœ” Why predictive AI fits accounting better than generative AI โœ” How real-time dashboards change client advisory โœ” Who Digits is built for โœ” Where it still doesnโ€™t fit today โœ” What the partner program offers firms โœ” How firms onboard clients in minutes โœ” Whatโ€™s coming in future launches If you serve small businesses or you're exploring modern accounting tools, this episode gives a straight look at how the space is changing fast. automated reconciliation, ai accounting, stripe integration, gary dehart, bill.com integration, insightful accountant, machine learning accounting, accounting software, accounting technology, accounting insiders podcast, xero alternative, accounting integrations, jeff seibert, smb accounting, fintech podcast, accounting automation, api accounting, quickbooks alternative, cloud accounting, gusto integration, ai bookkeeping, small business accounting, ramp integration, financial dashboards, accounting firm tools, accounting firms, digits, real time accounting, predictive accounting, digits accounting, partner program digits, bookkeeping automation, accounting workflow automation false full 159 8d4c1e8e-5ad4-4255-99e7-06dbe10a2e7a How Fix-It Accounting Scaled With SEO, Advisory Work, and Recurring Revenue | Nancy Benet Website: ๐ŸŒ https://fixitaccounting.comย 

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]]> Thu, 20 Nov 2025 17:22:09 +0000 insightfulactnt@gmail.com (Nancy Benet, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-fix-it-accounting-scaled-with-seo-advisory-work-and-recurring-revenue-nancy-benet-5iU6cgZe Website: ๐ŸŒ https://fixitaccounting.comย 

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]]> How Fix-It Accounting Scaled With SEO, Advisory Work, and Recurring Revenue | Nancy Benet Nancy Benet, Gary DeHart 00:37:06 In this episode, Gary DeHart talks with Nancy Benet of Fix-It Accounting, a Florida-based firm known for strong advisory work, recurring revenue systems, and a search-driven growth strategy that keeps their phones ringing nonstop. Nancy shares how she turned a difficult season of life into the launch of a multi-location accounting practice. She walks through her shift from tax resolution to recurring monthly accounting, the systems they depend on, and why advisory services changed everything for her clients. If you want a real look at how a firm can grow through SEO, tight processes, and smart service packaging, this conversation is worth your time. What youโ€™ll learn: โœ”๏ธ How Fix-It Accounting used SEO to scale fast โœ”๏ธ Why recurring monthly revenue brings stability to a firm โœ”๏ธ What advisory and outsourced CFO services really look like โœ”๏ธ How to identify clients who need deeper financial guidance โœ”๏ธ The tech stack Nancy relies on every day โœ”๏ธ Why marketing partnerships can outperform in-house teams โœ”๏ธ How to mentor and grow the next generation of accounting professionals In this episode, Gary DeHart talks with Nancy Benet of Fix-It Accounting, a Florida-based firm known for strong advisory work, recurring revenue systems, and a search-driven growth strategy that keeps their phones ringing nonstop. Nancy shares how she turned a difficult season of life into the launch of a multi-location accounting practice. She walks through her shift from tax resolution to recurring monthly accounting, the systems they depend on, and why advisory services changed everything for her clients. If you want a real look at how a firm can grow through SEO, tight processes, and smart service packaging, this conversation is worth your time. What youโ€™ll learn: โœ”๏ธ How Fix-It Accounting used SEO to scale fast โœ”๏ธ Why recurring monthly revenue brings stability to a firm โœ”๏ธ What advisory and outsourced CFO services really look like โœ”๏ธ How to identify clients who need deeper financial guidance โœ”๏ธ The tech stack Nancy relies on every day โœ”๏ธ Why marketing partnerships can outperform in-house teams โœ”๏ธ How to mentor and grow the next generation of accounting professionals qbo accountants, accounting workflow, accounting marketing, accounting podcast, accounting success stories, advisory services for accountants, cas strategy, fix it accounting, quickbooks online, controller services, client advisory services, outsourced cfo, florida accountants, cfo services explained, accounting insiders podcast, fix-it accounting, cfo advisory services, recurring revenue accounting, small business accounting, nancy benet, seo for accountants, cas growth, jetpack workflow, online accounting firms, accounting firm growth, accounting tech stack, surepayroll, how to grow an accounting firm, tax prep firm, cas for accountants false full 158 6c8c263f-d772-485a-bafa-efb14bc0ec4e The Payroll Episode for Accountants: Trends and Year-End Moves with Valerie Heckman | OnPay ๐ŸŒ OnPay.comย 

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]]> Tue, 18 Nov 2025 18:10:46 +0000 insightfulactnt@gmail.com (Valerie Heckman, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/the-payroll-episode-for-accountants-trends-and-year-end-moves-with-valerie-heckman-onpay-eHCOWcPd ๐ŸŒ OnPay.comย 

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]]> The Payroll Episode for Accountants: Trends and Year-End Moves with Valerie Heckman | OnPay Valerie Heckman, Gary DeHart 00:45:57 In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Valerie Heckman, Accountant Community Manager at OnPay, to talk about what firms need to know about payroll. Valerie shares her career path from Intuit to OnPay, why more firms are adding payroll, the real reasons accountants hesitate, and what a smooth year-end switch looks like. They also cover benefits, HR tools, integrations, multistate challenges, support issues, and how to evaluate payroll providers at trade shows. If you're an accountant, bookkeeper, or advisor looking to tighten your tech stack or add recurring revenue, this episode gives you a real-world breakdown of payroll operations and client expectations. Watch this to learn: โ€ข How firms are standardizing payroll as part of advisory โ€ข What to ask any payroll vendor before signing โ€ข Why year-end is the best time to switch providers โ€ข Where accountants lose time and money managing payroll manually โ€ข Why support and accuracy matter more than features In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Valerie Heckman, Accountant Community Manager at OnPay, to talk about what firms need to know about payroll. Valerie shares her career path from Intuit to OnPay, why more firms are adding payroll, the real reasons accountants hesitate, and what a smooth year-end switch looks like. They also cover benefits, HR tools, integrations, multistate challenges, support issues, and how to evaluate payroll providers at trade shows. If you're an accountant, bookkeeper, or advisor looking to tighten your tech stack or add recurring revenue, this episode gives you a real-world breakdown of payroll operations and client expectations. Watch this to learn: โ€ข How firms are standardizing payroll as part of advisory โ€ข What to ask any payroll vendor before signing โ€ข Why year-end is the best time to switch providers โ€ข Where accountants lose time and money managing payroll manually โ€ข Why support and accuracy matter more than features payroll advisory, payroll tools for advisors, multi state payroll, insightful accountant, payroll for accountants, bookkeeper tools, accounting technology, accounting insiders podcast, onpay, accounting automation, quickbooks online accountant, small business payroll, year end payroll, onpay payroll, payroll outsourcing, adding payroll services, payroll support issues, firm workflow, quickbooks payroll alternatives, accounting firm growth, payroll migration, hr and payroll, payroll switch, accountant tech stack false full 157 ffc33835-949a-43a5-aa2b-aec20d260cd0 How Melissa Built Busy Bee Advisors and The 1 Hour Bookkeeper Program Connect with Melissaย 

โญ LinkedIn: https://www.linkedin.com/in/melissa-broughton-baa3ab77/ย 

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]]> Thu, 13 Nov 2025 16:43:55 +0000 insightfulactnt@gmail.com (Melissa Broughton, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-melissa-built-busy-bee-advisors-and-the-1-hour-bookkeeper-program-OXt4gH2V Connect with Melissaย 

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]]> How Melissa Built Busy Bee Advisors and The 1 Hour Bookkeeper Program Melissa Broughton, Gary DeHart 00:39:20 Learn how Melissa Broughton built Busy Bee Advisors and created The 1 Hour Bookkeeper, a program designed to help stay-at-home parents, military spouses, and career changers start their own remote bookkeeping businesses. In this episode, Melissa talks about leaving corporate life, starting her firm from zero, overcoming a major setback, and building a program that has already helped thousands. What youโ€™ll learn โญ How Busy Bee Advisors started and grew โญ Why Melissa built The One Hour Bookkeeper โญ The skills and habits new bookkeepers must develop โญ How to find your first clients and set up your workflow โญ How to handle imposter syndrome and time management โญ How to run a bookkeeping business from home โญ Where new bookkeepers usually get stuck and how to fix it Host: Gary DeHart Insightful Accountant Podcast Learn how Melissa Broughton built Busy Bee Advisors and created The 1 Hour Bookkeeper, a program designed to help stay-at-home parents, military spouses, and career changers start their own remote bookkeeping businesses. In this episode, Melissa talks about leaving corporate life, starting her firm from zero, overcoming a major setback, and building a program that has already helped thousands. What youโ€™ll learn โญ How Busy Bee Advisors started and grew โญ Why Melissa built The One Hour Bookkeeper โญ The skills and habits new bookkeepers must develop โญ How to find your first clients and set up your workflow โญ How to handle imposter syndrome and time management โญ How to run a bookkeeping business from home โญ Where new bookkeepers usually get stuck and how to fix it Host: Gary DeHart Insightful Accountant Podcast accounting career, how to start a bookkeeping business, gary dehart, become a bookkeeper, quickbooks online, bookkeeping training, insightful accountant podcast, accounting insiders podcast, bookkeeping tips, bookkeeping business, online bookkeeping training, melissa broughton, one hour bookkeeper, remote bookkeeping, busy bee advisors, bookkeeping course, work from home bookkeeping false full 156 cbdc7b64-0854-4984-8026-ce26a4f7c03c Building Global Accounting Teams with Meryl Johnston ๐Ÿ”— Learn more ๐Ÿ‘‰ https://www.hireteamup.com/ย 

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]]> Wed, 12 Nov 2025 14:40:58 +0000 insightfulactnt@gmail.com (Meryl Johnston, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/building-global-accounting-teams-with-meryl-johnston-iFrcl90l ๐Ÿ”— Learn more ๐Ÿ‘‰ https://www.hireteamup.com/ย 

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]]> Building Global Accounting Teams with Meryl Johnston Meryl Johnston, Gary DeHart 00:38:22 How can accounting firms hire and grow globally without losing control or culture? Gary DeHart sits down with Meryl Johnston, Chartered Accountant, Co-Founder of Bean Ninjas and TeamUp, to unpack how firms can successfully recruit top accounting talent from the Philippines, the lessons she learned building Bean Ninjas, and how to balance being both an accountant and a business owner. What youโ€™ll learn: โœ… How Meryl built Bean Ninjas into a global eCommerce accounting firm using Xero and remote teams โœ… What accounting firms should know before hiring offshore talent โœ… The difference between offshoring and outsourcingโ€”and why culture matters โœ… How to find and onboard the right accounting professionals in the Philippines โœ… Key pitfalls and success stories from firms hiring globally โœ… How to move from โ€œspecialistโ€ to โ€œownerโ€ and scale your practice sustainably ๐ŸŽ™ Guest: Meryl Johnston, Co-Founder of Bean Ninjas and TeamUp ๐ŸŽง Host: Gary DeHart, Publisher, Insightful Accountant How can accounting firms hire and grow globally without losing control or culture? Gary DeHart sits down with Meryl Johnston, Chartered Accountant, Co-Founder of Bean Ninjas and TeamUp, to unpack how firms can successfully recruit top accounting talent from the Philippines, the lessons she learned building Bean Ninjas, and how to balance being both an accountant and a business owner. What youโ€™ll learn: โœ… How Meryl built Bean Ninjas into a global eCommerce accounting firm using Xero and remote teams โœ… What accounting firms should know before hiring offshore talent โœ… The difference between offshoring and outsourcingโ€”and why culture matters โœ… How to find and onboard the right accounting professionals in the Philippines โœ… Key pitfalls and success stories from firms hiring globally โœ… How to move from โ€œspecialistโ€ to โ€œownerโ€ and scale your practice sustainably ๐ŸŽ™ Guest: Meryl Johnston, Co-Founder of Bean Ninjas and TeamUp ๐ŸŽง Host: Gary DeHart, Publisher, Insightful Accountant global hiring, accounting podcast, bean ninjas, cpa, firm culture, bookkeeping, xero, offshore hiring, firm growth, teamup, accounting automation, remote teams, cloud accounting, outsourcing vs offshoring, business ownership, ecommerce accounting, quickbooks, accounting firms, recruiting accountants, philippines accounting talent, accounting leadership, remote work false full 155 e9b97a03-4088-4dbe-b822-ec454ea32c85 How Settle Empowers Accountants & E-Commerce Brands | Warren Brown ๐Ÿ”— Learn more at https://www.settle.comย 

๐Ÿ”— Connect with Warren ๐Ÿ‘‰ https://www.linkedin.com/in/warrensbrown/ย 

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]]> Fri, 7 Nov 2025 15:59:06 +0000 insightfulactnt@gmail.com (Warren Brown, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-settle-empowers-accountants-e-commerce-brands-warren-brown-ykFmh5v8 ๐Ÿ”— Learn more at https://www.settle.comย 

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]]> How Settle Empowers Accountants & E-Commerce Brands | Warren Brown Warren Brown, Gary DeHart 00:31:22 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Warren Brown, Chief Product Officer and COO of Settle, to discuss how accountants and e-commerce businesses can streamline operations, improve profitability, and access working capital with Settleโ€™s integrated financial platform. What Youโ€™ll Learn: โœจ How Settle simplifies inventory, procurement, and payments in one system ๐Ÿ’ก Why e-commerce accounting demands specialized workflows ๐Ÿ’ผ How accountants can grow their firm with Settleโ€™s partner program ๐Ÿ“Š What โ€œlanded costโ€ really means and how to calculate it accurately ๐Ÿ’ฐ Easy access to working capital for growing brands Guest: Warren Brown, Chief Product Officer & COO โ€“ Settle Host: Gary DeHart, Insightful Accountant In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Warren Brown, Chief Product Officer and COO of Settle, to discuss how accountants and e-commerce businesses can streamline operations, improve profitability, and access working capital with Settleโ€™s integrated financial platform. What Youโ€™ll Learn: โœจ How Settle simplifies inventory, procurement, and payments in one system ๐Ÿ’ก Why e-commerce accounting demands specialized workflows ๐Ÿ’ผ How accountants can grow their firm with Settleโ€™s partner program ๐Ÿ“Š What โ€œlanded costโ€ really means and how to calculate it accurately ๐Ÿ’ฐ Easy access to working capital for growing brands Guest: Warren Brown, Chief Product Officer & COO โ€“ Settle Host: Gary DeHart, Insightful Accountant partner program for accountants, gary dehart, settle finance, accounting podcast, small business finance, insightful accountant, accountant software tools, quickbooks online, accounting insiders podcast, netsuite integration, inventory management software, settle accounting software, inventory accounting, working capital for ecommerce, ecommerce accounting, bookkeeping automation, warren brown false full 154 5217afc0-0536-4f55-8d95-c39162cb8b7d NEW PODCAST! GrowCon 2026 & Universal Accounting: How Firm Owners Grow, Scale, and Lead ๐Ÿ”— Visit Universal Accountingโ€™s GrowCon page: https://universalaccountingschool.com/growcon-2026/

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]]> Tue, 4 Nov 2025 18:26:15 +0000 insightfulactnt@gmail.com (Gary DeHart, Christi Richards) https://accounting-insiders.simplecast.com/episodes/new-podcast-growcon-2026-universal-accounting-how-firm-owners-grow-scale-and-lead-MB_ps78Z ๐Ÿ”— Visit Universal Accountingโ€™s GrowCon page: https://universalaccountingschool.com/growcon-2026/

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]]> NEW PODCAST! GrowCon 2026 & Universal Accounting: How Firm Owners Grow, Scale, and Lead Gary DeHart, Christi Richards 00:26:40 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Christi Richards from Universal Accounting to talk all things GrowCon 2026 and how the event helps owners of bookkeeping, accounting, and tax firms build stronger, more scalable businesses. Recorded on October 30, 2025, this conversation dives into: ๐Ÿ“ GrowCon 2026 details โ€“ Salt Lake City, Utah at the downtown Hilton, May 4โ€“6, 2026 ๐Ÿงญ Who GrowCon is for โ€“ owners of bookkeeping, accounting, and tax firms focused on growth, scaling, and exit strategy ๐ŸŽค Conference format โ€“ 3-day, main-stage-only event, no breakouts, everyone in the same room ๐Ÿงฉ Content pillars (MAP) โ€“ Marketing, Accounting, Production plus a crucial fourth pillar: headspace ๐Ÿค Networking & exhibitors โ€“ intentional vendors, tools, and resources chosen to help firm owners level up ๐ŸŽ“ CPE with Earmark โ€“ CPAs can now earn CPE credits at GrowCon ๐ŸŽŸ๏ธ Ticket tiers โ€“ Standard, Premier, and VIP, including meals, gala night, and casino night access In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Christi Richards from Universal Accounting to talk all things GrowCon 2026 and how the event helps owners of bookkeeping, accounting, and tax firms build stronger, more scalable businesses. Recorded on October 30, 2025, this conversation dives into: ๐Ÿ“ GrowCon 2026 details โ€“ Salt Lake City, Utah at the downtown Hilton, May 4โ€“6, 2026 ๐Ÿงญ Who GrowCon is for โ€“ owners of bookkeeping, accounting, and tax firms focused on growth, scaling, and exit strategy ๐ŸŽค Conference format โ€“ 3-day, main-stage-only event, no breakouts, everyone in the same room ๐Ÿงฉ Content pillars (MAP) โ€“ Marketing, Accounting, Production plus a crucial fourth pillar: headspace ๐Ÿค Networking & exhibitors โ€“ intentional vendors, tools, and resources chosen to help firm owners level up ๐ŸŽ“ CPE with Earmark โ€“ CPAs can now earn CPE credits at GrowCon ๐ŸŽŸ๏ธ Ticket tiers โ€“ Standard, Premier, and VIP, including meals, gala night, and casino night access universal accounting, accounting networking, accounting conference, accounting podcast, insightful accountant, bookkeeping business growth, accounting webinars, tax practice growth, bookkeeping firm owners, accounting training, accounting insiders podcast, professional bookkeeper certification, universal accounting school, growcon 2026, cpa firm owners, marketing for accountants, tax firm owners, growcon, earmark cpe, accounting education, accounting events 2026 false full 153 c52b3180-5c12-462e-8127-c79cacb65347 Outsourcing for Accounting Firms with GKM: Security, Onboarding, and Tax-Season Capacity ๐Ÿ‘ฅ Guests:ย 

๐ŸŽฏ Kinga Jasek โ€” https://www.linkedin.com/in/kinga-jasek/ย 

๐Ÿงญ Shrinivas Gangesh Karthikeyan โ€”https://www.linkedin.com/in/shrinivas-gangesh-karthikeyan-22a678158/ย 

๐ŸŒ Learn more about GKM: https://gkmtax.com

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]]> Thu, 30 Oct 2025 15:42:09 +0000 insightfulactnt@gmail.com (Kinga Jasek, Shrinivas Karthikeyan, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/outsourcing-for-accounting-firms-with-gkm-security-onboarding-and-tax-season-capacity-UXixW_Ph ๐Ÿ‘ฅ Guests:ย 

๐ŸŽฏ Kinga Jasek โ€” https://www.linkedin.com/in/kinga-jasek/ย 

๐Ÿงญ Shrinivas Gangesh Karthikeyan โ€”https://www.linkedin.com/in/shrinivas-gangesh-karthikeyan-22a678158/ย 

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]]> Outsourcing for Accounting Firms with GKM: Security, Onboarding, and Tax-Season Capacity Kinga Jasek, Shrinivas Karthikeyan, Gary DeHart 00:35:07 Want to scale your firm without burning out your team? In this episode of the Accounting Insiders Podcast, we talk with GKM about practical offshoring for bookkeeping, tax, and audit support โ€” including security, onboarding, staffing models, and how to be ready before tax season hits. ๐ŸŽฏ What Youโ€™ll Learn ๐Ÿ’ก When a dedicated resource vs. a pooled team makes sense ๐Ÿ’ก Security, access, and client disclosure basics ๐Ÿ’ก How firms onboard and integrate weekly huddles ๐Ÿ’ก Training, QA review, and peak-season capacity planning ๐Ÿ’ก Timelines to be ready before January Want to scale your firm without burning out your team? In this episode of the Accounting Insiders Podcast, we talk with GKM about practical offshoring for bookkeeping, tax, and audit support โ€” including security, onboarding, staffing models, and how to be ready before tax season hits. ๐ŸŽฏ What Youโ€™ll Learn ๐Ÿ’ก When a dedicated resource vs. a pooled team makes sense ๐Ÿ’ก Security, access, and client disclosure basics ๐Ÿ’ก How firms onboard and integrate weekly huddles ๐Ÿ’ก Training, QA review, and peak-season capacity planning ๐Ÿ’ก Timelines to be ready before January accounting workflow, weekly huddles, accounting outsourcing, bookkeeping outsourcing, offshoring accounting, accounting onboarding, gkm, iso 27001, cas client advisory services, soc 2, tax preparation outsourcing, qbo, audit support, practice management, gkm tax, quickbooks, tax season staffing, cpa firm capacity, l&d training accounting, accounting security false full 152 7d7a3ec0-fa5d-4948-9c4b-34ae981baa28 How PayTrace Makes B2B Payments Simple for Accountants | Mary Miller & Sam Johnson ๐Ÿ”— Learn more: https://www.paytrace.net/partnersย 

๐ŸŽง Hosted by Insightful Accountantย 

๐Ÿ‘ฅ Connect with the guests:ย 

โ€ข Mary Miller โ€“ https://www.linkedin.com/in/marynmiller/

โ€ข Sam Johnson โ€“ https://www.linkedin.com/in/samtjohnson/ย 

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]]> Thu, 23 Oct 2025 10:11:35 +0000 insightfulactnt@gmail.com (Mary Miller, Sam Johnson, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-paytrace-makes-b2b-payments-simple-for-accountants-mary-miller-sam-johnson-MsxiZ3bj ๐Ÿ”— Learn more: https://www.paytrace.net/partnersย 

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]]> How PayTrace Makes B2B Payments Simple for Accountants | Mary Miller & Sam Johnson Mary Miller, Sam Johnson, Gary DeHart 00:46:08 In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Mary Miller and Sam Johnson from PayTrace to explore how automation is reshaping B2B payments. Learn how accountants can save time, strengthen client relationships, and simplify complex payment workflows โ€” all while keeping transactions secure and seamless. ๐Ÿ’ก Whether youโ€™re an accounting professional or business owner, this conversation will help you rethink whatโ€™s possible with smarter payment systems. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Mary Miller and Sam Johnson from PayTrace to explore how automation is reshaping B2B payments. Learn how accountants can save time, strengthen client relationships, and simplify complex payment workflows โ€” all while keeping transactions secure and seamless. ๐Ÿ’ก Whether youโ€™re an accounting professional or business owner, this conversation will help you rethink whatโ€™s possible with smarter payment systems. gary dehart, insightful accountant, sam johnson, accounting software, credit card payments, accounting technology, fintech for accountants, accounting insiders podcast, accounting tools, business payments, payment automation, paytrace, client payment solutions, secure payments, accounts receivable, payment processing, maryn miller, b2b payments false full 151 c07b6bb7-8504-4e78-8c11-f085ec62b7d1 AI Native Payments with Forwardly: Faster Cash Flow for Firms | Jane Ingram Links:ย 

Forwardly ๐Ÿ‘‰ https://www.forwardly.com/ย 

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Support ๐Ÿ‘‰ help@forwardly.com

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]]> Tue, 21 Oct 2025 16:42:39 +0000 insightfulactnt@gmail.com (Jane Ingram, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/ai-native-payments-with-forwardly-faster-cash-flow-for-firms-jane-ingram-5zwDtJOc Links:ย 

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]]> AI Native Payments with Forwardly: Faster Cash Flow for Firms | Jane Ingram Jane Ingram, Gary DeHart 00:32:37 Welcome to the Accounting Insiders Podcast with host Gary DeHart. Date of recording: October 15, 2025. Guest: Jane Ingram, Director of Operations and Marketing at Forwardly. We dig into AI native payments, instant B2B payment rails, AI bill capture, approvals, user roles, and Forwardlyโ€™s four way sync across popular GLs. We also cover onboarding tips for firms, partner program rewards, security, and where Forwardly is headed next. Highlights: ๐Ÿ” What AI native means in payments and bill capture โšก Instant payments that move on evenings, weekends, and holidays ๐Ÿ” Four way sync across vendor and client books โœ… Approvals, roles, and firm level controls without feature paywalls ๐Ÿš€ Onboarding at scale and partner program rewards ๐Ÿ”’ Security posture and why some friction protects the firm ๐ŸŒŽ Availability in the U.S. now and plans for international payments Welcome to the Accounting Insiders Podcast with host Gary DeHart. Date of recording: October 15, 2025. Guest: Jane Ingram, Director of Operations and Marketing at Forwardly. We dig into AI native payments, instant B2B payment rails, AI bill capture, approvals, user roles, and Forwardlyโ€™s four way sync across popular GLs. We also cover onboarding tips for firms, partner program rewards, security, and where Forwardly is headed next. Highlights: ๐Ÿ” What AI native means in payments and bill capture โšก Instant payments that move on evenings, weekends, and holidays ๐Ÿ” Four way sync across vendor and client books โœ… Approvals, roles, and firm level controls without feature paywalls ๐Ÿš€ Onboarding at scale and partner program rewards ๐Ÿ”’ Security posture and why some friction protects the firm ๐ŸŒŽ Availability in the U.S. now and plans for international payments four way sync, accounting tech, gary dehart, instant payments, insightful accountant, ai bill capture, quickbooks online, approval workflows, zoho books, freshbooks, real time payments, bookkeeping, cash flow, accounting insiders podcast, xero, client accounting services, cas, ai payments, accounts payable, ar automation, security soc 2, ap automation, partner program, accounting firm, finance automation, ach, accounts receivable, forwardly, jane ingram, b2b payments false full 150 d33fdd69-19ad-4547-8d4f-08a2148b29ba Cybersecurity for Accountants: Protecting Your Firm with Protection Plus | Steve Ferguson ๐Ÿ”— Learn more about Protection Plus: https://www.taxprotectionplus.com
๐Ÿ“ž Contact: 866-942-8348
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]]> Thu, 16 Oct 2025 15:14:37 +0000 insightfulactnt@gmail.com (Steve Ferguson, Christine Gervais) https://accounting-insiders.simplecast.com/episodes/cybersecurity-for-accountants-protecting-your-firm-with-protection-plus-steve-ferguson-i2iVKTsw ๐Ÿ”— Learn more about Protection Plus: https://www.taxprotectionplus.com
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]]> Cybersecurity for Accountants: Protecting Your Firm with Protection Plus | Steve Ferguson Steve Ferguson, Christine Gervais 00:32:02 In this episode of the Insightful Accountant Podcast, guest host Christine Gervais sits down with Steve Ferguson from Protection Plus to tackle one of the biggest risks facing accounting professionals today: cybersecurity. Steve brings over 30 years of insurance experience and shares critical insights on what accounting firms need to know about data protection, IRS changes, and the importance of Written Information Security Programs (WISPs) and response plans. They also discuss how Protection Plus helps accountants handle tax notices, identity theft cases, and IRS disputesโ€”saving firms time, money, and stress. ๐Ÿ“… October is Cybersecurity Awareness Month, and this episode is packed with practical advice and real-world stories every practitioner should hear. In this episode of the Insightful Accountant Podcast, guest host Christine Gervais sits down with Steve Ferguson from Protection Plus to tackle one of the biggest risks facing accounting professionals today: cybersecurity. Steve brings over 30 years of insurance experience and shares critical insights on what accounting firms need to know about data protection, IRS changes, and the importance of Written Information Security Programs (WISPs) and response plans. They also discuss how Protection Plus helps accountants handle tax notices, identity theft cases, and IRS disputesโ€”saving firms time, money, and stress. ๐Ÿ“… October is Cybersecurity Awareness Month, and this episode is packed with practical advice and real-world stories every practitioner should hear. protection plus, insightful accountant, tax security, irs notice resolution, cpa firm cybersecurity, accounting technology, irs response plan, christine gervais, data breach prevention, tax talks, tax season prep, identity theft protection, wisp, cybersecurity awareness month, accounting firm risk management, steve ferguson, cybersecurity for accountants false full 149 613cc4bd-4218-4c60-8172-07522f2fce7e How Accountants Grow Their Firms with CorpNet | Nellie Akalp ๐Ÿ‘‰ Learn more or join the CorpNet Partner Program: https://www.corpnet.com/partnersย 

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]]> Wed, 8 Oct 2025 17:22:43 +0000 insightfulactnt@gmail.com (Nellie Akalp, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-accountants-grow-their-firms-with-corpnet-nellie-akalp-C09r7XQY ๐Ÿ‘‰ Learn more or join the CorpNet Partner Program: https://www.corpnet.com/partnersย 

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]]> How Accountants Grow Their Firms with CorpNet | Nellie Akalp Nellie Akalp, Gary DeHart 00:37:50 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Nellie Akalp, founder and CEO of CorpNet, to talk about entrepreneurship, compliance, and how accountants can expand their services through the CorpNet Partner Program. Nellie shares how CorpNet helps accountants, bookkeepers, and advisors become full-service firms by offering business formation, compliance, and payroll tax account setup in all 50 states โ€” without having to become legal experts. They also discuss entrepreneurship lessons, spiritual resilience in business, and how CorpNet continues to innovate with nonprofit bylaws, annual meeting minutes, and state tax account closure services. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Nellie Akalp, founder and CEO of CorpNet, to talk about entrepreneurship, compliance, and how accountants can expand their services through the CorpNet Partner Program. Nellie shares how CorpNet helps accountants, bookkeepers, and advisors become full-service firms by offering business formation, compliance, and payroll tax account setup in all 50 states โ€” without having to become legal experts. They also discuss entrepreneurship lessons, spiritual resilience in business, and how CorpNet continues to innovate with nonprofit bylaws, annual meeting minutes, and state tax account closure services. gary dehart, cas services, cpas, insightful accountant, payroll tax accounts, entrepreneurship, intuit connect, accounting insiders podcast, entity formation, compliance, bookkeepers, llc setup, business formation, latino tax fest, practice management, corpnet, accountants, quickbooks, business compliance services, accountant tools, nellie akalp, aicpa engage, small business, partner program, b2b accounting, advisory services, scaling new heights false full 148 4cbb5933-dd00-4cff-ab2c-cb14fd64b647 Digits and the AI-Native Ledger: Rob Hamilton on Accountingโ€™s Next Era ๐Ÿ“Œ Read Murphโ€™s in-depth two-part article on Digits here: blog.insightfulaccountant.comย 

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]]> Wed, 1 Oct 2025 15:54:43 +0000 insightfulactnt@gmail.com (Rob Hamilton, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/digits-and-the-ai-native-ledger-rob-hamilton-on-accountings-next-era-Pmq1BUBx ๐Ÿ“Œ Read Murphโ€™s in-depth two-part article on Digits here: blog.insightfulaccountant.comย 

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]]> Digits and the AI-Native Ledger: Rob Hamilton on Accountingโ€™s Next Era Rob Hamilton, Gary DeHart 00:38:47 In this Accounting Insiders Podcast episode, Gary DeHart sits down with Rob Hamilton, Head of Go-to-Market at Digits. They talk about how Digits is building the first AI-native general ledger, why automation is reshaping bookkeeping, and what accountants and business owners can gain from this shift. Rob shares insights from his background at Twitter, Amazon Alexa, and Twitch, explains Digitsโ€™ partner program, and discusses how firms can reduce month-end close times while improving client experience. In this Accounting Insiders Podcast episode, Gary DeHart sits down with Rob Hamilton, Head of Go-to-Market at Digits. They talk about how Digits is building the first AI-native general ledger, why automation is reshaping bookkeeping, and what accountants and business owners can gain from this shift. Rob shares insights from his background at Twitter, Amazon Alexa, and Twitch, explains Digitsโ€™ partner program, and discusses how firms can reduce month-end close times while improving client experience. general ledger, gary dehart, insightful accountant, ai for accounting, accounting software, accounting technology, future of accounting, accounting insiders podcast, accounting automation, rob hamilton, ai native ledger, digits, bookkeeping automation false full 147 eaf56667-6bd1-4007-87f2-73813dca4194 Money Mindset & AI for Accountants | Jacqueline Edwards on the Wealth Identity Blueprint Connect with Jacqueline: ๐Ÿ”— Website: https://businesspipeline.comย 

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]]> Thu, 18 Sep 2025 14:45:50 +0000 insightfulactnt@gmail.com (Jacqueline Edwards, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/money-mindset-ai-for-accountants-jacqueline-edwards-on-the-wealth-identity-blueprint-K7_aXsGW Connect with Jacqueline: ๐Ÿ”— Website: https://businesspipeline.comย 

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]]> Money Mindset & AI for Accountants | Jacqueline Edwards on the Wealth Identity Blueprint Jacqueline Edwards, Gary DeHart 00:54:28 How much of your firmโ€™s pricing, positioning, and profitability comes down to mindset? Jacqueline Edwards, founder of Business Pipeline Inc., breaks down her Wealth Identity Blueprint and how money beliefs drive business outcomes. We also get practical about tech stacks, HubSpot, and how to use AI like ChatGPT the right way. What youโ€™ll learn: ๐Ÿ”น Why money paradigms quietly cap your pricing and profits ๐Ÿ”น How the Wealth Identity Blueprint exposes โ€œhidden wealth blockersโ€ ๐Ÿ”น Using AI to audit financials, speed analysis, and improve client conversations ๐Ÿ”น Building and pivoting a modern tech stack without burning months ๐Ÿ”น A simple way to start โ€œtrainingโ€ AI for your firm About Jacqueline: Advanced Certified QuickBooks ProAdvisor, licensed real estate broker, creator of the Wealth Identity Blueprint, and 2023โ€“2025 Insightful Accountant Top 100 ProAdvisor. 2025 QBO โ€œApp-ologistโ€ awardee at Scaling New Heights. How much of your firmโ€™s pricing, positioning, and profitability comes down to mindset? Jacqueline Edwards, founder of Business Pipeline Inc., breaks down her Wealth Identity Blueprint and how money beliefs drive business outcomes. We also get practical about tech stacks, HubSpot, and how to use AI like ChatGPT the right way. What youโ€™ll learn: ๐Ÿ”น Why money paradigms quietly cap your pricing and profits ๐Ÿ”น How the Wealth Identity Blueprint exposes โ€œhidden wealth blockersโ€ ๐Ÿ”น Using AI to audit financials, speed analysis, and improve client conversations ๐Ÿ”น Building and pivoting a modern tech stack without burning months ๐Ÿ”น A simple way to start โ€œtrainingโ€ AI for your firm About Jacqueline: Advanced Certified QuickBooks ProAdvisor, licensed real estate broker, creator of the Wealth Identity Blueprint, and 2023โ€“2025 Insightful Accountant Top 100 ProAdvisor. 2025 QBO โ€œApp-ologistโ€ awardee at Scaling New Heights. business pipeline, pricing for accountants, insightful accountant, client advisory services, ai for accountants, accounting insiders podcast, money mindset for accountants, quickbooks proadvisor, financial transformation, chatgpt accounting, wealth identity blueprint, profitability for accountants, practice management, accounting firm pricing, jacqueline edwards, accounting tech stack, hubspot for accountants, scaling new heights, qbo appologist, bookkeeping advisory false full 146 4c2dd330-d317-4afd-bcc9-55fc7c612ed1 Xeroโ€™s AI Evolution: Jax, Sift Analytics, and Plaid Integration with Eli Danziger ๐Ÿ”— https://www.linkedin.com/in/elidanziger/ย 

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]]> Tue, 16 Sep 2025 17:28:57 +0000 insightfulactnt@gmail.com (Gary DeHart, Eli Danziger) https://accounting-insiders.simplecast.com/episodes/xeros-ai-evolution-jax-sift-analytics-and-plaid-integration-with-eli-danziger-uqh6_O3_ ๐Ÿ”— https://www.linkedin.com/in/elidanziger/ย 

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]]> Xeroโ€™s AI Evolution: Jax, Sift Analytics, and Plaid Integration with Eli Danziger Gary DeHart, Eli Danziger 00:41:23 In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Eli Danziger, VP of Product at Xero, to dive into Xeroโ€™s latest innovations shaping the future of accounting. Eli breaks down the highlights from the Xero Roadshows and XeroCon Brisbane, including: ๐Ÿ”น Jax (Just Ask Xero): Xeroโ€™s AI financial super agent, saving advisors hours each week by streamlining workflows. ๐Ÿ”น Sift Analytics Integration: Powerful data visualization, forecasting, and intercompany consolidation capabilities. ๐Ÿ”น Plaid Partnership: Tripling the number of high-quality bank feeds in the U.S. for faster, more accurate bookkeeping. ๐Ÿ”น Automated Bank Reconciliation & Partner Hub: Tools designed to free up advisorsโ€™ time and enhance client relationships. If youโ€™re an accountant or small business advisor looking to free up time, better leverage AI, and deliver more value to clients, this conversation will show you whatโ€™s possible with Xeroโ€™s evolving platform. ๐Ÿ‘‰ Learn more about upcoming events like the Xero Roadshow Canada 2025 by searching โ€œXero Roadshow Canada 2025โ€. In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Eli Danziger, VP of Product at Xero, to dive into Xeroโ€™s latest innovations shaping the future of accounting. Eli breaks down the highlights from the Xero Roadshows and XeroCon Brisbane, including: ๐Ÿ”น Jax (Just Ask Xero): Xeroโ€™s AI financial super agent, saving advisors hours each week by streamlining workflows. ๐Ÿ”น Sift Analytics Integration: Powerful data visualization, forecasting, and intercompany consolidation capabilities. ๐Ÿ”น Plaid Partnership: Tripling the number of high-quality bank feeds in the U.S. for faster, more accurate bookkeeping. ๐Ÿ”น Automated Bank Reconciliation & Partner Hub: Tools designed to free up advisorsโ€™ time and enhance client relationships. If youโ€™re an accountant or small business advisor looking to free up time, better leverage AI, and deliver more value to clients, this conversation will show you whatโ€™s possible with Xeroโ€™s evolving platform. ๐Ÿ‘‰ Learn more about upcoming events like the Xero Roadshow Canada 2025 by searching โ€œXero Roadshow Canada 2025โ€. gary dehart, sift analytics, accounting podcast, insightful accountant, accounting ai, client advisory services, accounting technology, xero, xero ai, plaid bank feeds, small business accounting, eli danziger, xero accounting, xerocon brisbane, xero roadshow, xero jax false full 145 4cfdee0f-8730-4b1a-a60d-fd7de517c383 Remote-First Accounting with Sam Hallburn: Job Costing, Culture, and Zoho Balance ๐ŸŒ Learn more about Sam and her firm: pbsaccountingandtax.comย 

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]]> Thu, 11 Sep 2025 15:44:37 +0000 insightfulactnt@gmail.com (Samantha Hallburn, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/remote-first-accounting-with-sam-hallburn-job-costing-culture-and-zoho-balance-IKT3E5GJ ๐ŸŒ Learn more about Sam and her firm: pbsaccountingandtax.comย 

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]]> Remote-First Accounting with Sam Hallburn: Job Costing, Culture, and Zoho Balance Samantha Hallburn, Gary DeHart 00:44:45 Guest: Samantha Hallburn Host: Gary DeHart Gary DeHart sits down with Samantha Hallburn, founder of PBS Accounting and Tax Solutions, to talk about building a remote-first firm that actually works. Sam shares how she moved from banking into bookkeeping, why job costing and project management are her sweet spots, and how live training shaped her skills. We get into the Zoho Balance retreat, Zoho One as a platform, and whatโ€™s changing for pros who have relied on Intuit for years. They also break down practical culture moves for distributed teams: cameras-on meetings, explicit expectations, capacity tracking, and perks that matter. Tools in the stack include QuickBooks Online, Keeper, Slack, and Levi for capacity and profitability tracking. Sam explains her Financial Literacy Workshop for small business owners, her pipeline strategy through speaking, and a new education-focused venture, Trail to Summit. Sheโ€™s training for Everest Base Camp, too, and translating that grit into how she leads. What youโ€™ll learn: โœ… How to standardize remote team rituals without killing autonomy โœ… Capacity and profitability tracking that guides staffing and pricing โœ… When to partner for tax instead of doing it in-house โœ… Why Zohoโ€™s platform is worth a fresh look for ops beyond accounting โœ… A simple playbook for turning speaking into a lead engine Guest: Samantha Hallburn Host: Gary DeHart Gary DeHart sits down with Samantha Hallburn, founder of PBS Accounting and Tax Solutions, to talk about building a remote-first firm that actually works. Sam shares how she moved from banking into bookkeeping, why job costing and project management are her sweet spots, and how live training shaped her skills. We get into the Zoho Balance retreat, Zoho One as a platform, and whatโ€™s changing for pros who have relied on Intuit for years. They also break down practical culture moves for distributed teams: cameras-on meetings, explicit expectations, capacity tracking, and perks that matter. Tools in the stack include QuickBooks Online, Keeper, Slack, and Levi for capacity and profitability tracking. Sam explains her Financial Literacy Workshop for small business owners, her pipeline strategy through speaking, and a new education-focused venture, Trail to Summit. Sheโ€™s training for Everest Base Camp, too, and translating that grit into how she leads. What youโ€™ll learn: โœ… How to standardize remote team rituals without killing autonomy โœ… Capacity and profitability tracking that guides staffing and pricing โœ… When to partner for tax instead of doing it in-house โœ… Why Zohoโ€™s platform is worth a fresh look for ops beyond accounting โœ… A simple playbook for turning speaking into a lead engine remote accounting firm, small business finance, insightful accountant, job costing, quickbooks online, firm culture, construction accounting, workflow management accounting, client portal accounting, accounting insiders podcast, keeper app accounting, capacity planning, qbo, sam hallburn, contractor bookkeeping, zoho balance, accounting leadership, project profitability, everest base camp training, financial literacy workshop, zoho one, pbs accounting and tax solutions false full 144 70311431-a176-4900-8f5c-b7c186d4c1c4 All Aboard the Sea Days Symposium: Accounting Meets the Caribbean with Gina & Marilys ๐Ÿ‘‰ Learn more and reserve your spot here: https://info.insightfulaccountant.com/sea-days-symposium-2026ย 

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]]> Tue, 2 Sep 2025 16:33:25 +0000 insightfulactnt@gmail.com (Marilys Ward, Gina Allard, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/all-aboard-the-sea-days-symposium-accounting-meets-the-caribbean-with-gina-marilys-QuotlI15 ๐Ÿ‘‰ Learn more and reserve your spot here: https://info.insightfulaccountant.com/sea-days-symposium-2026ย 

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]]> All Aboard the Sea Days Symposium: Accounting Meets the Caribbean with Gina & Marilys Marilys Ward, Gina Allard, Gary DeHart 00:14:05 In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by Celebrity Cruise Lineโ€™s Marylis Ward and Insightful Accountantโ€™s travel coordinator, Gina Allard (A Travel Spy), to unveil an exciting announcement: the Sea Days Symposium 2026. Set aboard the Celebrity Beyond, this 7-night Eastern Caribbean cruise departs from Miami on July 19, 2026, and blends professional growth with world-class leisure. Attendees can expect: ๐Ÿ“ CPE-eligible sessions led by industry leaders, including confirmed speakers like Dawn Brolin ๐Ÿ“ A unique mix of learning, networking, and relaxation at sea ๐Ÿ“ Incredible destinations: Puerto Plata, Tortola, and St. Kitts ๐Ÿ“ Access to premium dining, entertainment, and unforgettable onboard experiences This isnโ€™t just another conference. Itโ€™s a new way to learn, connect, and recharge while sailing through paradise. In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by Celebrity Cruise Lineโ€™s Marylis Ward and Insightful Accountantโ€™s travel coordinator, Gina Allard (A Travel Spy), to unveil an exciting announcement: the Sea Days Symposium 2026. Set aboard the Celebrity Beyond, this 7-night Eastern Caribbean cruise departs from Miami on July 19, 2026, and blends professional growth with world-class leisure. Attendees can expect: ๐Ÿ“ CPE-eligible sessions led by industry leaders, including confirmed speakers like Dawn Brolin ๐Ÿ“ A unique mix of learning, networking, and relaxation at sea ๐Ÿ“ Incredible destinations: Puerto Plata, Tortola, and St. Kitts ๐Ÿ“ Access to premium dining, entertainment, and unforgettable onboard experiences This isnโ€™t just another conference. Itโ€™s a new way to learn, connect, and recharge while sailing through paradise. scaling new heights announcement, insightful accountant, caribbean cruise 2026, sea days symposium 2026, accounting insiders podcast, celebrity beyond cruise, accounting conference 2026, professional development cruise, dawn brolin, cpe at sea false full 143 fdf1f422-88c6-4962-a44b-edfb8376b6f2 Joe Carufe on Building a Modern CAS Firm and Scaling with Karbon ๐Ÿ”— https://www.linkedin.com/in/joe-carufe-20603621/ย 

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]]> Thu, 28 Aug 2025 19:32:55 +0000 insightfulactnt@gmail.com (Joe Carufe, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/joe-carufe-on-building-a-modern-cas-firm-and-scaling-with-karbon-YlqqNPUS ๐Ÿ”— https://www.linkedin.com/in/joe-carufe-20603621/ย 

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]]> Joe Carufe on Building a Modern CAS Firm and Scaling with Karbon Joe Carufe, Gary DeHart 00:44:55 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Carufe, founder of Good Measure and Executive Advisor at Karbon. Joe shares his journey from running a cloud-based bookkeeping firm to shaping processes at Karbon, while balancing the realities of advisory work. Topics discussed: โœ… What Client Advisory Services (CAS) really means in todayโ€™s market โœ… Building strong relationships while leveraging technology and AI โœ… How firms can set boundaries with clients and still deliver high-value service โœ… Why processes and documentation are the real drivers of firm valuation โœ… The future of accounting technology and the rise of AI-driven workflows Whether youโ€™re leading a small firm or scaling for exit, this conversation will give you practical insights into process management, client communication, and building firms ready for the future. ๐Ÿ“Œ Stay connected with Insightful Accountant for more episodes, webinars, and training on growing your practice. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Carufe, founder of Good Measure and Executive Advisor at Karbon. Joe shares his journey from running a cloud-based bookkeeping firm to shaping processes at Karbon, while balancing the realities of advisory work. Topics discussed: โœ… What Client Advisory Services (CAS) really means in todayโ€™s market โœ… Building strong relationships while leveraging technology and AI โœ… How firms can set boundaries with clients and still deliver high-value service โœ… Why processes and documentation are the real drivers of firm valuation โœ… The future of accounting technology and the rise of AI-driven workflows Whether youโ€™re leading a small firm or scaling for exit, this conversation will give you practical insights into process management, client communication, and building firms ready for the future. ๐Ÿ“Œ Stay connected with Insightful Accountant for more episodes, webinars, and training on growing your practice. gary dehart, accounting podcast, insightful accountant, karbon app, client advisory services, bookkeeping, accounting insiders podcast, cas, firm growth, small firm growth, firm process management, accounting advisory, karbon, practice management, cpa firm, accounting, ai in accounting, accounting tech stack, bookkeeping firm, firm valuation false full 142 439688f6-6b9d-468a-bf26-9ea56000312c Systematize, Scale, and Sell: Sharrin Fuller on Building a 3-Day Workweek Firm ๐Ÿ”— Connect with Sharrin Fuller : https://www.linkedin.com/in/sharrinfuller/ย 

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]]> Wed, 20 Aug 2025 14:12:21 +0000 insightfulactnt@gmail.com (Sharrin Fuller, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/systematize-scale-and-sell-sharrin-fuller-on-building-a-3-day-workweek-firm-95rRSo3M ๐Ÿ”— Connect with Sharrin Fuller : https://www.linkedin.com/in/sharrinfuller/ย 

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]]> Systematize, Scale, and Sell: Sharrin Fuller on Building a 3-Day Workweek Firm Sharrin Fuller, Gary DeHart 00:34:09 In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sharrin Fuller, founder of Glass Wallet Ventures, three-time Insightful Accountant Top 100 ProAdvisor, and 2025 Top Educator. Sharrin shares how she systematized her firm, cut down headcount without losing revenue, and built a model that lets her run three companies while only working three days a week. They dive into: โœ… How to systematize and streamline your accounting firm โœ… Why contracts and due diligence are critical if you plan to sell โœ… Building a team that runs on process, not chaos โœ… The โ€œClone and Conquerโ€ method and how it helps firm owners reclaim their time โœ… Lessons on onboarding, automation, outsourcing, and client accountability Whether youโ€™re aiming to sell your firm, free yourself from the day-to-day grind, or build a business that runs efficiently, this conversation is packed with practical insights. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sharrin Fuller, founder of Glass Wallet Ventures, three-time Insightful Accountant Top 100 ProAdvisor, and 2025 Top Educator. Sharrin shares how she systematized her firm, cut down headcount without losing revenue, and built a model that lets her run three companies while only working three days a week. They dive into: โœ… How to systematize and streamline your accounting firm โœ… Why contracts and due diligence are critical if you plan to sell โœ… Building a team that runs on process, not chaos โœ… The โ€œClone and Conquerโ€ method and how it helps firm owners reclaim their time โœ… Lessons on onboarding, automation, outsourcing, and client accountability Whether youโ€™re aiming to sell your firm, free yourself from the day-to-day grind, or build a business that runs efficiently, this conversation is packed with practical insights. insightful accountant, clone and conquer method, accounting insiders podcast, accounting firm sale, glass wallet ventures, automating accounting firms, due diligence accounting, accounting advisory, fractional cfo, systematize accounting firm, outsourcing for accountants, accounting firm growth, firm efficiency, sharrin fuller false full 141 2bcfb862-350d-49d8-900c-b7968668f4c4 Inside Qountโ€™s Approach to Practice Intelligence with Uday Koorella & Greg Pope ๐Ÿ” Learn more and book a demo at: https://qount.ioย 

โœ… Best suited for multi-service or scaling firmsย 

๐Ÿ“Š Discover how practice intelligence can complement your existing tech stack

Greg Pope (CMO): https://www.linkedin.com/in/gregoryjpopeย 

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]]> Thu, 24 Jul 2025 17:23:19 +0000 insightfulactnt@gmail.com (Greg Pope, Uday Koorella, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/inside-qounts-approach-to-practice-intelligence-with-uday-koorella-greg-pope-_eOEGKdH ๐Ÿ” Learn more and book a demo at: https://qount.ioย 

โœ… Best suited for multi-service or scaling firmsย 

๐Ÿ“Š Discover how practice intelligence can complement your existing tech stack

Greg Pope (CMO): https://www.linkedin.com/in/gregoryjpopeย 

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]]> Inside Qountโ€™s Approach to Practice Intelligence with Uday Koorella & Greg Pope Greg Pope, Uday Koorella, Gary DeHart 00:41:04 In this episode of the Accounting Insiders Podcast, host Gary DeHart talks with Uday Koorella (Co-Founder & CIO) and Greg Pope (CMO) of Qount, a practice intelligence platform designed for modern accounting firms. They explore how Qount supports firms in unifying key functionsโ€”time & billing, task and document management, collaboration, and client sentiment trackingโ€”within a single system. Built for growth-focused firms, Qount combines automation and machine learning to help accounting professionals streamline workflows and gain deeper client insights. In this episode of the Accounting Insiders Podcast, host Gary DeHart talks with Uday Koorella (Co-Founder & CIO) and Greg Pope (CMO) of Qount, a practice intelligence platform designed for modern accounting firms. They explore how Qount supports firms in unifying key functionsโ€”time & billing, task and document management, collaboration, and client sentiment trackingโ€”within a single system. Built for growth-focused firms, Qount combines automation and machine learning to help accounting professionals streamline workflows and gain deeper client insights. greg pope, gary dehart, insightful accountant, client sentiment tracking, accounting workflow software, automation for cpas, accounting software, accounting insiders podcast, time and billing software, practice management software, qount.io, tax practice news, tax firm tools, qount, modern accounting tech, practice intelligence, uday koorella, task management for accountants, crm for accountants, ai in accounting false full 140 fc487373-cc03-44f8-b51e-af2fed0fa986 Grow Beyond QuickBooks: VARC Solutions CEO on Partner Programs & Hidden Revenue | Brad White ๐Ÿ“ Learn more: https://varcsolutions.com
๐Ÿ“ง Contact Brad: brad@varcsolutions.com

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]]> Mon, 14 Jul 2025 17:31:19 +0000 insightfulactnt@gmail.com (Brad White, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/grow-beyond-quickbooks-varc-solutions-ceo-on-partner-programs-hidden-revenue-brad-white-rP94UMnB ๐Ÿ“ Learn more: https://varcsolutions.com
๐Ÿ“ง Contact Brad: brad@varcsolutions.com

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]]> Grow Beyond QuickBooks: VARC Solutions CEO on Partner Programs & Hidden Revenue | Brad White Brad White, Gary DeHart 00:31:30 In this in-depth Scaling New Heights sit-down, Gary DeHart of Insightful Accountant talks with Brad White, CEO of VARC Solutions. Brad shares how his firm helps accounting professionals and ProAdvisors unlock new revenue streams through smart tech partnerships, vetted app integrations, and hands-on support. Discover how VARCโ€™s partner program gives bookkeepers, CPAs, and consultants access to 30+ solutionsโ€”plus dedicated reps, white-glove support, and ongoing trainingโ€”without the overwhelm of managing it alone. Topics include: Growing beyond bookkeeping with trusted solutions Why many firms are leaving money on the table Vetting tools like Avalara, Fishbowl, and more How VARC empowers small firms to scale without burnout Insights from the QuickBooks ecosystem Community, accountability, and staying ahead of tech trends ๐Ÿ’ก Whether youโ€™re solo or scaling, VARC may be the missing piece in your practice. In this in-depth Scaling New Heights sit-down, Gary DeHart of Insightful Accountant talks with Brad White, CEO of VARC Solutions. Brad shares how his firm helps accounting professionals and ProAdvisors unlock new revenue streams through smart tech partnerships, vetted app integrations, and hands-on support. Discover how VARCโ€™s partner program gives bookkeepers, CPAs, and consultants access to 30+ solutionsโ€”plus dedicated reps, white-glove support, and ongoing trainingโ€”without the overwhelm of managing it alone. Topics include: Growing beyond bookkeeping with trusted solutions Why many firms are leaving money on the table Vetting tools like Avalara, Fishbowl, and more How VARC empowers small firms to scale without burnout Insights from the QuickBooks ecosystem Community, accountability, and staying ahead of tech trends ๐Ÿ’ก Whether youโ€™re solo or scaling, VARC may be the missing piece in your practice. gary dehart, insightful accountant, accounting practice growth, quickbooks online, quickbooks migration, fishbowl, white glove support, avalara, brad white, accounting automation, accounting community, quickbooks proadvisor, partner program, varc solutions, ai in accounting, quickbooks integrations, varc partner program, app advisory, scaling new heights, accounting apps false full 139 edda5126-b626-4d3d-a4be-aa81dc94c601 Scaling New Heights: Highlights, AI Trends & 2026 Preview with Joe Woodard Connect with Joe ๐Ÿ‘‰ https://www.linkedin.com/in/realjoewoodardย 

๐Ÿ‘‰ Donโ€™t miss out on next yearโ€™s conference: ScalingNewHeights.com

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]]> Mon, 14 Jul 2025 14:07:36 +0000 insightfulactnt@gmail.com (Joe Woodard, William Murphy) https://accounting-insiders.simplecast.com/episodes/scaling-new-heights-highlights-ai-trends-2026-preview-with-joe-woodard-Y9D57R7z Connect with Joe ๐Ÿ‘‰ https://www.linkedin.com/in/realjoewoodardย 

๐Ÿ‘‰ Donโ€™t miss out on next yearโ€™s conference: ScalingNewHeights.com

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]]> Scaling New Heights: Highlights, AI Trends & 2026 Preview with Joe Woodard Joe Woodard, William Murphy 00:09:35 In this special episode, Murph from Insightful Accountant sits down with Joe Woodard, the creator and host of Scaling New Heights, for an insider recap of the biggest conference yetโ€”plus an exciting look ahead to the 2026 theme. Joe shares: โœ… Why 2024โ€™s โ€œMake It Soโ€ theme resonated with so many โœ… The record-breaking attendance and excitement from both sponsors and first-timers โœ… How AI and rapid industry change are creating both challenges and opportunities for accountants and small firms โœ… A sneak peek at the 2026 theme: โ€œBuild Your New in a Strange Worldโ€ The conversation covers the impact of AI, private equity, and how accountants can future-proof their practices through curiosity, action, and continuous learning. In this special episode, Murph from Insightful Accountant sits down with Joe Woodard, the creator and host of Scaling New Heights, for an insider recap of the biggest conference yetโ€”plus an exciting look ahead to the 2026 theme. Joe shares: โœ… Why 2024โ€™s โ€œMake It Soโ€ theme resonated with so many โœ… The record-breaking attendance and excitement from both sponsors and first-timers โœ… How AI and rapid industry change are creating both challenges and opportunities for accountants and small firms โœ… A sneak peek at the 2026 theme: โ€œBuild Your New in a Strange Worldโ€ The conversation covers the impact of AI, private equity, and how accountants can future-proof their practices through curiosity, action, and continuous learning. business growth, accounting conference, insightful accountant, accounting ai, cpa, accounting events, accounting technology, future of accounting, bookkeeping, small firm success, accounting automation, joe woodard, cloud accounting, tax professionals, practice management, quickbooks, artificial intelligence, ai in accounting, scaling new heights 2026, scaling new heights false full 138 9f94699f-0af1-47d9-8757-452c4915aecc From Invoice to Deposit: How Bill360 is Transforming AR Automation ๐Ÿ“ Learn more: Bill360.comย 

๐Ÿ”— Connect with Kevin: https://www.linkedin.com/in/kevinsisk/

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]]> Thu, 19 Jun 2025 19:48:39 +0000 insightfulactnt@gmail.com (Kevin Sisk, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/from-invoice-to-deposit-how-bill360-is-transforming-ar-automation-yLE8am89 ๐Ÿ“ Learn more: Bill360.comย 

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]]> From Invoice to Deposit: How Bill360 is Transforming AR Automation Kevin Sisk, Gary DeHart 00:44:53 ๐Ÿ”—In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes Kevin Sisk, President of Bill360. With a background in military leadership and decades in the payments industry (JP Morgan Chase, First Data/Fiserv), Kevin shares how Bill360 is purpose-built to simplify B2B accounts receivable and accelerate cash flow for businesses and accounting professionals. ๐Ÿ’ฌ Topics Covered: ๐Ÿ”น Kevinโ€™s journey from the Marine Corps to payments leadership ๐Ÿ”น Why AR automation is the last โ€œgreen pastureโ€ in business efficiency ๐Ÿ”น How Bill360 differs by facilitating payments and removing friction ๐Ÿ”น Deep integration with QuickBooks & Xero ๐Ÿ”น Upcoming AI features, surcharging, and partner opportunities ๐Ÿ“Œ Perfect for accountants, bookkeepers, and firms looking to level up their tech stack and help clients get paid faster. ๐Ÿ”—In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes Kevin Sisk, President of Bill360. With a background in military leadership and decades in the payments industry (JP Morgan Chase, First Data/Fiserv), Kevin shares how Bill360 is purpose-built to simplify B2B accounts receivable and accelerate cash flow for businesses and accounting professionals. ๐Ÿ’ฌ Topics Covered: ๐Ÿ”น Kevinโ€™s journey from the Marine Corps to payments leadership ๐Ÿ”น Why AR automation is the last โ€œgreen pastureโ€ in business efficiency ๐Ÿ”น How Bill360 differs by facilitating payments and removing friction ๐Ÿ”น Deep integration with QuickBooks & Xero ๐Ÿ”น Upcoming AI features, surcharging, and partner opportunities ๐Ÿ“Œ Perfect for accountants, bookkeepers, and firms looking to level up their tech stack and help clients get paid faster. cash flow management, ar dashboard, gary dehart, small business finance, accounting technology, accounting insiders podcast, invoice to deposit, ar solutions, fintech podcast, ar automation, payment automation, quickbooks integration, xero integration, bill360, get paid faster, accounting firm tools, military to business leadership, kevin sisk, ai in accounting, accounts receivable software, accounting workflow automation, b2b payments false full 137 f1c6b6b3-d728-4f88-8cfe-a44782b5eb0c ChatGPT as a Thinking Partner: Real AI Use Cases for Accountants | Diane Gilson (Part 3) ๐ŸŽฏ Learn from Diane Gilsonโ€™s free AI webinars at buildyournumbers.com

๐Ÿ”— Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/

๐Ÿ“ฅ Free Download: Get your Chat GPT Prompt Template now โ†’ https://shorturl.at/wlA2P

Perfect for accountants and small business owners ready to improve efficiency with AI!

๐Ÿ”— Missed Part 1? Watch here ๐Ÿ‘‰ https://youtu.be/0isa6mHAV4o

๐Ÿ”— Missed Part 1? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/chat-gpt-tips-for-accountants-small-businesses-diane-gilson

๐Ÿ”— Missed Part 2? Watch here ๐Ÿ‘‰ https://youtu.be/lVmLEaa1VD4

๐Ÿ”— Missed Part 2? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/master-chatgpt-prompts-for-accounting-firms-diane-gilson-on-ai-in-practice-part-2

๐Ÿ”— ย Watch Part 3 here ๐Ÿ‘‰ https://youtu.be/dJ9ny04ZP6I

๐Ÿ‘‰ Dianeโ€™s Free AI Resources: https://BuildYourNumbers.com โ†’ Go to Online Training โ†’ AI for Work: Free Recorded Workshops and Prompts

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]]> Thu, 12 Jun 2025 15:39:42 +0000 insightfulactnt@gmail.com (Gary DeHart, Diane GIlson) https://accounting-insiders.simplecast.com/episodes/chatgpt-as-a-thinking-partner-real-ai-use-cases-for-accountants-diane-gilson-part-3-BFidomgo ๐ŸŽฏ Learn from Diane Gilsonโ€™s free AI webinars at buildyournumbers.com

๐Ÿ”— Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/

๐Ÿ“ฅ Free Download: Get your Chat GPT Prompt Template now โ†’ https://shorturl.at/wlA2P

Perfect for accountants and small business owners ready to improve efficiency with AI!

๐Ÿ”— Missed Part 1? Watch here ๐Ÿ‘‰ https://youtu.be/0isa6mHAV4o

๐Ÿ”— Missed Part 1? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/chat-gpt-tips-for-accountants-small-businesses-diane-gilson

๐Ÿ”— Missed Part 2? Watch here ๐Ÿ‘‰ https://youtu.be/lVmLEaa1VD4

๐Ÿ”— Missed Part 2? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/master-chatgpt-prompts-for-accounting-firms-diane-gilson-on-ai-in-practice-part-2

๐Ÿ”— ย Watch Part 3 here ๐Ÿ‘‰ https://youtu.be/dJ9ny04ZP6I

๐Ÿ‘‰ Dianeโ€™s Free AI Resources: https://BuildYourNumbers.com โ†’ Go to Online Training โ†’ AI for Work: Free Recorded Workshops and Prompts

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]]> ChatGPT as a Thinking Partner: Real AI Use Cases for Accountants | Diane Gilson (Part 3) Gary DeHart, Diane GIlson 00:34:46 n this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Diane Gilson for Part 3 of our 6-part AI series focused on transforming how accounting professionals use ChatGPT. ๐Ÿ” Topic: ChatGPT as a Thinking Partner โ€“ Not Just a Typing Tool Diane shares how she has transitioned from traditional accounting work into AI consulting, using tools like ChatGPT to: ๐ŸŽฏ Brainstorm business strategy and plan pivots ๐ŸŽฏ Generate client-friendly prompts for workshops ๐ŸŽฏ Break through mental blocks and iterate smarter ๐ŸŽฏ Create SEO-friendly blogs with detailed AI suggestions ๐ŸŽฏ Build planning systems for Q3 (and any quarter) ๐ŸŽฏ Think with the AI, not just use it n this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Diane Gilson for Part 3 of our 6-part AI series focused on transforming how accounting professionals use ChatGPT. ๐Ÿ” Topic: ChatGPT as a Thinking Partner โ€“ Not Just a Typing Tool Diane shares how she has transitioned from traditional accounting work into AI consulting, using tools like ChatGPT to: ๐ŸŽฏ Brainstorm business strategy and plan pivots ๐ŸŽฏ Generate client-friendly prompts for workshops ๐ŸŽฏ Break through mental blocks and iterate smarter ๐ŸŽฏ Create SEO-friendly blogs with detailed AI suggestions ๐ŸŽฏ Build planning systems for Q3 (and any quarter) ๐ŸŽฏ Think with the AI, not just use it chatgpt prompting, gpt for business, ai business strategy, insightful accountant, build your numbers, accounting insiders podcast, accounting and ai, bookkeeping firm growth, diane gilson, chatgpt for accountants, gary dehart podcast, ai mindset shift, deep search chatgpt, ai process automation, ai q3 planning, ai workshop, quickbooks expert, ai in accounting, ai workshop prompts false full 136 75321ada-cb70-47bb-9939-e9ff24c68357 Master ChatGPT Prompts for Accounting Firms | Diane Gilson on AI in Practice (Part 2) ๐ŸŽฏ Learn from Diane Gilsonโ€™s free AI webinars at buildyournumbers.com

๐Ÿ”— Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/

๐Ÿ“ฅ Free Download: Get your Chat GPT Prompt Template now โ†’ https://shorturl.at/wlA2P

Perfect for accountants and small business owners ready to improve efficiency with AI!

๐Ÿ”— Missed Part 1? Watch here ๐Ÿ‘‰ https://youtu.be/0isa6mHAV4o

๐Ÿ”— Missed Part 1? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/chat-gpt-tips-for-accountants-small-businesses-diane-gilson

๐Ÿ”— Missed Part 3? Watch here ๐Ÿ‘‰ https://youtu.be/dJ9ny04ZP6I

๐Ÿ”— Missed Part 3? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/chatgpt-as-a-thinking-partner-real-ai-use-cases-for-accountants-diane-gilson-part-3

๐Ÿ”— ย Watch Part 2 here ๐Ÿ‘‰ https://youtu.be/lVmLEaa1VD4

ย 

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]]> Tue, 10 Jun 2025 19:43:57 +0000 insightfulactnt@gmail.com (Diane GIlson, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/master-chatgpt-prompts-for-accounting-firms-diane-gilson-on-ai-in-practice-part-2-BKKDJDYb ๐ŸŽฏ Learn from Diane Gilsonโ€™s free AI webinars at buildyournumbers.com

๐Ÿ”— Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/

๐Ÿ“ฅ Free Download: Get your Chat GPT Prompt Template now โ†’ https://shorturl.at/wlA2P

Perfect for accountants and small business owners ready to improve efficiency with AI!

๐Ÿ”— Missed Part 1? Watch here ๐Ÿ‘‰ https://youtu.be/0isa6mHAV4o

๐Ÿ”— Missed Part 1? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/chat-gpt-tips-for-accountants-small-businesses-diane-gilson

๐Ÿ”— Missed Part 3? Watch here ๐Ÿ‘‰ https://youtu.be/dJ9ny04ZP6I

๐Ÿ”— Missed Part 3? Listen here ๐Ÿ‘‰ https://accounting-insiders.simplecast.com/episodes/chatgpt-as-a-thinking-partner-real-ai-use-cases-for-accountants-diane-gilson-part-3

๐Ÿ”— ย Watch Part 2 here ๐Ÿ‘‰ https://youtu.be/lVmLEaa1VD4

ย 

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]]> Master ChatGPT Prompts for Accounting Firms | Diane Gilson on AI in Practice (Part 2) Diane GIlson, Gary DeHart 00:45:22 In Part 2 of our 6-part AI series, host Gary DeHart welcomes back Diane Gilsonโ€”Top 100 ProAdvisor and founder of BuildYourNumbers.comโ€”to explore โ€œThe Art of the Promptโ€ using ChatGPT. If you're an accountant, bookkeeper, or small business owner still figuring out how to actually use AI, this episode will give you the hands-on guidance youโ€™ve been looking for. ๐Ÿ” What youโ€™ll learn in this episode: ๐ŸŽฏ What makes a great ChatGPT prompt (and what to avoid) ๐ŸŽฏ Real examples of using AI for content creation, client communication, and SOPs ๐ŸŽฏ How to get AI to write in your own voice ๐ŸŽฏ Why specificity mattersโ€”and how to structure prompts effectively ๐ŸŽฏ A live walkthrough of how to create a full presentation using just one prompt! ๐Ÿ› ๏ธ Whether you're brand new to AI or looking to level up your skills, Dianeโ€™s tips will help you treat ChatGPT like a powerful team member, not just a search engine. In Part 2 of our 6-part AI series, host Gary DeHart welcomes back Diane Gilsonโ€”Top 100 ProAdvisor and founder of BuildYourNumbers.comโ€”to explore โ€œThe Art of the Promptโ€ using ChatGPT. If you're an accountant, bookkeeper, or small business owner still figuring out how to actually use AI, this episode will give you the hands-on guidance youโ€™ve been looking for. ๐Ÿ” What youโ€™ll learn in this episode: ๐ŸŽฏ What makes a great ChatGPT prompt (and what to avoid) ๐ŸŽฏ Real examples of using AI for content creation, client communication, and SOPs ๐ŸŽฏ How to get AI to write in your own voice ๐ŸŽฏ Why specificity mattersโ€”and how to structure prompts effectively ๐ŸŽฏ A live walkthrough of how to create a full presentation using just one prompt! ๐Ÿ› ๏ธ Whether you're brand new to AI or looking to level up your skills, Dianeโ€™s tips will help you treat ChatGPT like a powerful team member, not just a search engine. accounting productivity tips, ai content creation, build your numbers, accounting technology, sop with chatgpt, accounting insiders podcast, ai for small business, accounting automation, chatgpt walkthrough, prompt engineering, diane gilson, chatgpt for accountants, chatgpt tutorial, ai for bookkeepers, accounting ai tools, how to use chatgpt, ai in accounting, accounting client communication, accounting prompts, writing prompts chatgpt false full 135 d84c6b55-49c1-4931-a226-76dbaa888b77 How WISS Is Transforming Accounting with AI and Gen Z Talent | Paul Peterson ๐Ÿ”— Learn more: https://www.wiss.comย 

๐Ÿ”— Connect with Paul: https://www.linkedin.com/in/ppeterson1/

๐ŸŽ™๏ธ Podcast Introduction & Firm Overview (00:14 - 03:06)

  • Gary DeHart introduces Paul Peterson, managing partner at WISS, an AI-enhanced accounting, advisory, assurance, tax, and wealth management firm based in New Jersey/New York.
  • WISS has over 400 employees and is ranked in the top 100 accounting firms.
  • Discussion centers on talent pool challenges, Gen Z in the workforce, and industry adaptation post-COVID.

๐Ÿข Changing the Accounting Workplace Culture (03:06 - 08:44)

  • Paul reflects on his early career and the traditional, rigid culture in accounting firms.
  • Describes a personal mission to change the narrative and improve the work environment within public accounting.
  • Highlights the persistence of outdated practices in some firms and the need for a shift to more employee-centric models.

๐Ÿ’ป Remote Work, Flexibility, and Gen Z Preferences (08:44 - 11:31)

  • COVID-19 catalyzed the shift to flexible and remote work arrangements in accounting.
  • WISS adopted a relaxed, open-minded approach to in-office versus remote work, encouraging but not mandating office presence.
  • Younger employees, especially Gen Z, surprisingly prefer some in-person interaction and value peer connections.

๐ŸŽ“ Talent Pool Adaptation & Non-Traditional Hires (11:31 - 17:43)

  • WISS offers educational reimbursement and supports non-accountants transitioning into accounting roles.
  • The firm customizes career paths and encourages movement across service lines.
  • Inspired by progressive firms, WISS actively recruits professionals re-entering the workforce and those with process-oriented skills.

๐Ÿ”„ Operational Investments & Standardization (17:43 - 23:27)

  • WISS invests in operational infrastructure and support roles to increase efficiency and standardize firm-wide processes.
  • Brings in professionals from larger organizations to help scale and implement best practices.
  • Focus on removing internal competition and fostering collaboration.

๐Ÿง‘โ€๐Ÿ’ผ Improving Quality of Life & AI Integration (23:27 - 26:28)

  • WISS is committed to improving work-life balance, especially during peak seasons.
  • Transparent with staff about technology investments and process improvements.
  • AI expected to reduce bottlenecks and free up capacity in tax and outsourced accounting.

๐Ÿ‘ฉโ€๐Ÿ’ป Gen Z as a Solution & AI-Driven Transformation (26:28 - 31:29)

  • Gen Z's digital-first skills are pivotal to AI and data-driven services.
  • Their comfort with tech enhances both internal collaboration and client communication.
  • Gen Z talent is actively engaged in WISSโ€™s AI pilot programs.

๐Ÿค– AI Adoption Strategies for Firms of All Sizes (31:29 - 34:06)

  • WISS pilots AI solutions to address capacity constraints and service bottlenecks.
  • Encourages smaller firms to begin AI adoption by targeting their biggest workflow pain points.
  • Paul offers to share insights with peers on implementing AI effectively.

๐Ÿ“ข Industry Narrative & Closing Remarks (34:06 - 36:18)

  • Emphasis on reshaping accountingโ€™s reputation to highlight value and opportunity.
  • Call for industry-wide collaboration to better communicate the modern accounting career path.
  • Gary plans outreach to business schools to understand and improve perceptions of accounting internships and careers.

Connect with Insightful Accountant! 

๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!

๐Ÿ‘‰ https://hubs.li/Q03jRllK0

๐Ÿ‘‰ Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0

Website ๐Ÿ‘‰ http://insightfulaccountant.com/ 

Twitter (X) ๐Ÿ‘‰ https://twitter.com/insightfulActnt 

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]]> Thu, 5 Jun 2025 17:52:00 +0000 insightfulactnt@gmail.com (Paul Peterson, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-wiss-is-transforming-accounting-with-ai-and-gen-z-talent-paul-peterson-2Z0WaeZJ ๐Ÿ”— Learn more: https://www.wiss.comย 

๐Ÿ”— Connect with Paul: https://www.linkedin.com/in/ppeterson1/

๐ŸŽ™๏ธ Podcast Introduction & Firm Overview (00:14 - 03:06)

  • Gary DeHart introduces Paul Peterson, managing partner at WISS, an AI-enhanced accounting, advisory, assurance, tax, and wealth management firm based in New Jersey/New York.
  • WISS has over 400 employees and is ranked in the top 100 accounting firms.
  • Discussion centers on talent pool challenges, Gen Z in the workforce, and industry adaptation post-COVID.

๐Ÿข Changing the Accounting Workplace Culture (03:06 - 08:44)

  • Paul reflects on his early career and the traditional, rigid culture in accounting firms.
  • Describes a personal mission to change the narrative and improve the work environment within public accounting.
  • Highlights the persistence of outdated practices in some firms and the need for a shift to more employee-centric models.

๐Ÿ’ป Remote Work, Flexibility, and Gen Z Preferences (08:44 - 11:31)

  • COVID-19 catalyzed the shift to flexible and remote work arrangements in accounting.
  • WISS adopted a relaxed, open-minded approach to in-office versus remote work, encouraging but not mandating office presence.
  • Younger employees, especially Gen Z, surprisingly prefer some in-person interaction and value peer connections.

๐ŸŽ“ Talent Pool Adaptation & Non-Traditional Hires (11:31 - 17:43)

  • WISS offers educational reimbursement and supports non-accountants transitioning into accounting roles.
  • The firm customizes career paths and encourages movement across service lines.
  • Inspired by progressive firms, WISS actively recruits professionals re-entering the workforce and those with process-oriented skills.

๐Ÿ”„ Operational Investments & Standardization (17:43 - 23:27)

  • WISS invests in operational infrastructure and support roles to increase efficiency and standardize firm-wide processes.
  • Brings in professionals from larger organizations to help scale and implement best practices.
  • Focus on removing internal competition and fostering collaboration.

๐Ÿง‘โ€๐Ÿ’ผ Improving Quality of Life & AI Integration (23:27 - 26:28)

  • WISS is committed to improving work-life balance, especially during peak seasons.
  • Transparent with staff about technology investments and process improvements.
  • AI expected to reduce bottlenecks and free up capacity in tax and outsourced accounting.

๐Ÿ‘ฉโ€๐Ÿ’ป Gen Z as a Solution & AI-Driven Transformation (26:28 - 31:29)

  • Gen Z's digital-first skills are pivotal to AI and data-driven services.
  • Their comfort with tech enhances both internal collaboration and client communication.
  • Gen Z talent is actively engaged in WISSโ€™s AI pilot programs.

๐Ÿค– AI Adoption Strategies for Firms of All Sizes (31:29 - 34:06)

  • WISS pilots AI solutions to address capacity constraints and service bottlenecks.
  • Encourages smaller firms to begin AI adoption by targeting their biggest workflow pain points.
  • Paul offers to share insights with peers on implementing AI effectively.

๐Ÿ“ข Industry Narrative & Closing Remarks (34:06 - 36:18)

  • Emphasis on reshaping accountingโ€™s reputation to highlight value and opportunity.
  • Call for industry-wide collaboration to better communicate the modern accounting career path.
  • Gary plans outreach to business schools to understand and improve perceptions of accounting internships and careers.

Connect with Insightful Accountant! 

๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!

๐Ÿ‘‰ https://hubs.li/Q03jRllK0

๐Ÿ‘‰ Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0

Website ๐Ÿ‘‰ http://insightfulaccountant.com/ 

Twitter (X) ๐Ÿ‘‰ https://twitter.com/insightfulActnt 

Facebook ๐Ÿ‘‰ https://www.facebook.com/insightfulActnt/ 

LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/company/insightful-accountant/ 

]]> How WISS Is Transforming Accounting with AI and Gen Z Talent | Paul Peterson Paul Peterson, Gary DeHart 00:36:25 Paul Peterson of WISS shares how the firm is redefining accounting by prioritizing employees, embracing AI, and adapting to generational shifts. With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. In this interview, Paul discusses: ๐Ÿ”น How WISS is shifting from outdated accounting culture to an employee-centric model ๐Ÿ”น Why Gen Z prefers hybrid work and how WISS supports that ๐Ÿ”น Creating diverse career paths with educational support ๐Ÿ”น Standardizing operations to foster collaboration and eliminate internal competition ๐Ÿ”น Piloting AI to solve service bottlenecks and empower staff ๐Ÿ”น The firmโ€™s long-term strategy for sustainability, innovation, and impact ๐Ÿ”น Advice for smaller firms starting their AI journey ๐Ÿ› ๏ธ WISS is on a mission to reshape the accounting industry narrativeโ€”highlighting not burnout, but opportunity. Paul Peterson of WISS shares how the firm is redefining accounting by prioritizing employees, embracing AI, and adapting to generational shifts. With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. In this interview, Paul discusses: ๐Ÿ”น How WISS is shifting from outdated accounting culture to an employee-centric model ๐Ÿ”น Why Gen Z prefers hybrid work and how WISS supports that ๐Ÿ”น Creating diverse career paths with educational support ๐Ÿ”น Standardizing operations to foster collaboration and eliminate internal competition ๐Ÿ”น Piloting AI to solve service bottlenecks and empower staff ๐Ÿ”น The firmโ€™s long-term strategy for sustainability, innovation, and impact ๐Ÿ”น Advice for smaller firms starting their AI journey ๐Ÿ› ๏ธ WISS is on a mission to reshape the accounting industry narrativeโ€”highlighting not burnout, but opportunity. accounting firm operations, hybrid work accounting, insightful accountant podcast, gen z accounting careers, top 100 accounting firms, accounting firm leadership, employee-first accounting firm, ai for cpas, accounting firm culture change, non-traditional hires accounting, modern cpa firm, ai in finance, ai in accounting, wiss accounting, paul peterson wiss false full 134 28a849e7-edb2-487e-83c7-da78e7df1f5c Brian Kellyโ€™s Real Estate Bookkeeping Strategy & Tech Stack Learn more at ๐Ÿ‘‰ https://kellcatbookkeeping.com/

Connect with Brian ๐Ÿ‘‰ https://www.linkedin.com/in/kellcat/

-ย 

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Website ๐Ÿ‘‰ http://insightfulaccountant.com/ย 

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Connect with Insightful Accountant! 

๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!

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]]> Tue, 3 Jun 2025 17:12:57 +0000 insightfulactnt@gmail.com (Brian Kelly, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/brian-kellys-real-estate-bookkeeping-strategy-tech-stack-Ymi8WuTV Learn more at ๐Ÿ‘‰ https://kellcatbookkeeping.com/

Connect with Brian ๐Ÿ‘‰ https://www.linkedin.com/in/kellcat/

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Website ๐Ÿ‘‰ http://insightfulaccountant.com/ย 

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Facebook ๐Ÿ‘‰ https://www.facebook.com/insightfulActnt/ย 

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YouTube ๐Ÿ‘‰ https://www.youtube.com/@InsightfulAccountantย 

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Connect with Insightful Accountant! 

๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!

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Website ๐Ÿ‘‰ http://insightfulaccountant.com/ 

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Facebook ๐Ÿ‘‰ https://www.facebook.com/insightfulActnt/ 

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]]> Brian Kellyโ€™s Real Estate Bookkeeping Strategy & Tech Stack Brian Kelly, Gary DeHart 00:35:31 In this episode of the Accounting Insiders Podcast, we sit down with Brian Kelly, founder of Kellcat Bookkeeping, to explore his unique business model focused on real estate investors and contractors in the Denver area. ๐Ÿง  Business Model Highlights: Brian emphasizes clean, organized bookkeeping to make tax prep easier for CPAsโ€”his primary referral source. His strategy? Keep the books clean, and the referrals follow. ๐Ÿ› ๏ธ Tech Stack Breakdown ๐Ÿ“Œ QuickBooks Online โ€“ Core accounting platform ๐Ÿ“Œ Uku โ€“ Task management & automation ๐Ÿ“Œ Anchor โ€“ Invoicing tool ๐Ÿ“Œ KeepFull โ€“ Lead funneling CRM ๐Ÿ“Œ Zapier โ€“ Integration for onboarding & document automation ๐Ÿšง Challenges & Smart Solutions ๐Ÿ”น Navigating solo scalability as a solo practitioner ๐Ÿ”น Streamlining multiple LLCs in one QuickBooks file with class tracking ๐Ÿ”น Leveraging local networking and Google SEO to drive inbound leads ๐Ÿ‘‰ Whether you're in real estate, bookkeeping, or just looking to scale smarter, this episode is packed with practical tips and tools. In this episode of the Accounting Insiders Podcast, we sit down with Brian Kelly, founder of Kellcat Bookkeeping, to explore his unique business model focused on real estate investors and contractors in the Denver area. ๐Ÿง  Business Model Highlights: Brian emphasizes clean, organized bookkeeping to make tax prep easier for CPAsโ€”his primary referral source. His strategy? Keep the books clean, and the referrals follow. ๐Ÿ› ๏ธ Tech Stack Breakdown ๐Ÿ“Œ QuickBooks Online โ€“ Core accounting platform ๐Ÿ“Œ Uku โ€“ Task management & automation ๐Ÿ“Œ Anchor โ€“ Invoicing tool ๐Ÿ“Œ KeepFull โ€“ Lead funneling CRM ๐Ÿ“Œ Zapier โ€“ Integration for onboarding & document automation ๐Ÿšง Challenges & Smart Solutions ๐Ÿ”น Navigating solo scalability as a solo practitioner ๐Ÿ”น Streamlining multiple LLCs in one QuickBooks file with class tracking ๐Ÿ”น Leveraging local networking and Google SEO to drive inbound leads ๐Ÿ‘‰ Whether you're in real estate, bookkeeping, or just looking to scale smarter, this episode is packed with practical tips and tools. accounting podcast, calcut bookkeeping, quickbooks online, bookkeeping tips, small business growth, zapier automation, uku app, real estate bookkeeping, anchor invoicing, property portfolio accounting, keepfull crm, client onboarding tools, contractors, brian kelly, bookkeeping for llcs false full 133 1029d33a-6a82-4cec-8786-4701f7243b64 From State Trooper to โ€œCash Flow Mikeโ€: Business Coaching with Impact | Mike Milan Learn more at ๐Ÿ‘‰ https://CashFlowMike.comย 

Connect with Mike ๐Ÿ‘‰ https://www.linkedin.com/in/mikemilan/

-ย 

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๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! ๐Ÿ‘‰ https://hubs.li/Q03jRllK0

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Website ๐Ÿ‘‰ http://insightfulaccountant.com/ย 

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Connect with Insightful Accountant! 

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]]> Thu, 29 May 2025 17:44:40 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/from-state-trooper-to-cash-flow-mike-business-coaching-with-impact-mike-milan-kPRHNEKA Learn more at ๐Ÿ‘‰ https://CashFlowMike.comย 

Connect with Mike ๐Ÿ‘‰ https://www.linkedin.com/in/mikemilan/

-ย 

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]]> From State Trooper to โ€œCash Flow Mikeโ€: Business Coaching with Impact | Mike Milan Insightful Accountant 00:22:10 In this special GrowCon 2025 edition of the Accounting Insiders Podcast, host Gary DeHart sits down with Mike Milanโ€”better known as "Cash Flow Mike"โ€”to discuss his transformation from state trooper to entrepreneur, author, and small business coach. Mike shares insights from his real-world experience, teaching style, and books like Donโ€™t Be a Dumb Business Owner and Donโ€™t Tell Me What to Do. Learn how he helps accountants and business owners address deeper challenges by asking the right questions and offering coaching programs designed to eliminate cash flow problems for good. ๐ŸŽฏ Featuring: โœ… Real-world coaching advice for accountants โœ… Emotional intelligence in business consulting โœ… Cash flow tips for SMBs โœ… Membership model insights for ongoing client education ๐Ÿ“Recorded live at GrowCon 2025. In this special GrowCon 2025 edition of the Accounting Insiders Podcast, host Gary DeHart sits down with Mike Milanโ€”better known as "Cash Flow Mike"โ€”to discuss his transformation from state trooper to entrepreneur, author, and small business coach. Mike shares insights from his real-world experience, teaching style, and books like Donโ€™t Be a Dumb Business Owner and Donโ€™t Tell Me What to Do. Learn how he helps accountants and business owners address deeper challenges by asking the right questions and offering coaching programs designed to eliminate cash flow problems for good. ๐ŸŽฏ Featuring: โœ… Real-world coaching advice for accountants โœ… Emotional intelligence in business consulting โœ… Cash flow tips for SMBs โœ… Membership model insights for ongoing client education ๐Ÿ“Recorded live at GrowCon 2025. mike milan, accountant client relationships, accounting podcast, insightful accountant, financial education, accounting insiders podcast, small business growth, communication skills for accountants, membership coaching model, gary dehart podcast, growcon 2025, business coaching, cash flow coaching, cash flow mike false full 132 7a600112-4b52-4cdf-81ae-97ff336bf226 Major QuickBooks Price Increases Coming in 2025 โ€“ What You Need to Know | Gary DeHart ๐Ÿ‘‰ For full details, read the full article: https://blog.insightfulaccountant.com/quickbooks-price-hikes

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]]> Wed, 28 May 2025 14:42:10 +0000 insightfulactnt@gmail.com (Gary DeHart) https://accounting-insiders.simplecast.com/episodes/major-quickbooks-price-increases-coming-in-2025-what-you-need-to-know-gary-dehart-v_r36cIs ๐Ÿ‘‰ For full details, read the full article: https://blog.insightfulaccountant.com/quickbooks-price-hikes

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]]> Major QuickBooks Price Increases Coming in 2025 โ€“ What You Need to Know | Gary DeHart Gary DeHart 00:05:38 In this episode of the Accounting Insiders Podcast, Gary DeHart breaks down the upcoming QuickBooks price increases set to take effect between July 1 and August 1, 2025. These changes impact a wide range of QuickBooks products, including: โœ… QuickBooks Online: Increases from 8.5% to 17% โœ… QuickBooks Payroll: Monthly fees up by 3%โ€“8%, per employee fees by 9%โ€“11% โœ… QuickBooks Desktop Accountant: A massive 50% jump โœ… Premier ProAdvisor Bundle: Rising from $999 to $1,499 We also cover changes to Enterprise integrated payroll and what these adjustments mean for accountants and business owners. ๐ŸŽง Donโ€™t forget to like, subscribe, and hit the bell to stay updated on critical accounting industry changes. In this episode of the Accounting Insiders Podcast, Gary DeHart breaks down the upcoming QuickBooks price increases set to take effect between July 1 and August 1, 2025. These changes impact a wide range of QuickBooks products, including: โœ… QuickBooks Online: Increases from 8.5% to 17% โœ… QuickBooks Payroll: Monthly fees up by 3%โ€“8%, per employee fees by 9%โ€“11% โœ… QuickBooks Desktop Accountant: A massive 50% jump โœ… Premier ProAdvisor Bundle: Rising from $999 to $1,499 We also cover changes to Enterprise integrated payroll and what these adjustments mean for accountants and business owners. ๐ŸŽง Donโ€™t forget to like, subscribe, and hit the bell to stay updated on critical accounting industry changes. quickbooks price increase, gary dehart, insightful accountant, quickbooks payroll, quickbooks desktop, quickbooks 2025, quickbooks online, accounting software, accounting insiders podcast, proadvisor bundle, quickbooks, accounting news, quickbooks accountant, intuit updates false full 131 b1d70024-bd4a-4066-89cd-ea6c9096b9dd From Mary Kay to Value Pricing: Debra Kilsheimerโ€™s Bold Pivot in Accounting ๐Ÿ”— Learn more about BSFS: https://www.bsfsaccounting.com/ย 

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]]> Tue, 27 May 2025 19:07:17 +0000 insightfulactnt@gmail.com (Debra Kilsheimer, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/from-mary-kay-to-value-pricing-debra-kilsheimers-bold-pivot-in-accounting-eO78Fi80 ๐Ÿ”— Learn more about BSFS: https://www.bsfsaccounting.com/ย 

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]]> From Mary Kay to Value Pricing: Debra Kilsheimerโ€™s Bold Pivot in Accounting Debra Kilsheimer, Gary DeHart 00:41:18 In this episode of the Accounting Insiders Podcast, host Gary DeHart speaks with Debra Kilsheimer of Behind the Scenes Financials Inc., who shares her inspiring and unconventional journey through the world of accounting. From leaving behind traditional firm culture to selling Mary Kay, launching newsletters at a law firm, and ultimately revolutionizing her accounting practice with flat-rate, value-based pricingโ€”Debra has seen and done it all. Discover how she and her husband Hal transformed their firm to focus on client wealth-building, not just tax reduction. Debra also dives into how AI and technology are reshaping the future of accounting and why ditching hourly billing is the first step to true impact. ๐Ÿ”ฅ Debra is also the co-host of the popular Bookkeepers on Fire podcast and YouTube channel, where she advocates for accountants to embrace a new mindset and step into their full value: โจhttps://www.youtube.com/@BookkeepersOnFire In this episode of the Accounting Insiders Podcast, host Gary DeHart speaks with Debra Kilsheimer of Behind the Scenes Financials Inc., who shares her inspiring and unconventional journey through the world of accounting. From leaving behind traditional firm culture to selling Mary Kay, launching newsletters at a law firm, and ultimately revolutionizing her accounting practice with flat-rate, value-based pricingโ€”Debra has seen and done it all. Discover how she and her husband Hal transformed their firm to focus on client wealth-building, not just tax reduction. Debra also dives into how AI and technology are reshaping the future of accounting and why ditching hourly billing is the first step to true impact. ๐Ÿ”ฅ Debra is also the co-host of the popular Bookkeepers on Fire podcast and YouTube channel, where she advocates for accountants to embrace a new mindset and step into their full value: โจhttps://www.youtube.com/@BookkeepersOnFire behind the scenes financials, wealth-building accounting, bookkeepers on fire, flat rate billing, accounting insiders podcast, debra kilsheimer, accountants using ai, accounting transformation, tax and accounting firm, women in accounting, gary dehart podcast, value pricing accounting, bookkeeping podcast, ai in accounting false full 130 c3369224-bff4-40e3-9a84-8aa074146894 How Erplain Helps Small Businesses Manage Inventory & Sales with Arnaud Gabaudan ๐Ÿ“ Learn more: https://www.erplain.comย 

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]]> Thu, 22 May 2025 19:17:47 +0000 insightfulactnt@gmail.com (Arnaud Gabaudan, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-erplain-helps-small-businesses-manage-inventory-sales-with-arnaud-gabaudan-CPjNYlYR ๐Ÿ“ Learn more: https://www.erplain.comย 

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]]> How Erplain Helps Small Businesses Manage Inventory & Sales with Arnaud Gabaudan Arnaud Gabaudan, Gary DeHart 00:38:39 In this episode of Accounting Insiders Podcast, host Gary DeHart sits down with Arnaud Gabaudan, Co-Founder of Erplain, a powerful sales and inventory management platform built specifically for small businesses with 1โ€“20 employees. Arnaud shares the story behind Erplain and how it helps simplify and automate operationsโ€”from sales and purchasing to inventory trackingโ€”with a user-friendly interface and QuickBooks integration. The discussion also highlights Stockpit, an add-on tool for deeper inventory control, and Erplainโ€™s upcoming 2025 version release with advanced features. ๐Ÿ’ก What Youโ€™ll Learn: โœ… All-in-one platform for sales, purchases, and inventory โœ… Integration with QuickBooks for streamlined accounting โœ… Stockpit add-on for enhanced inventory control โœ… New features coming in Fall 2025 โœ… Erplainโ€™s Partner Program for accountants and advisors In this episode of Accounting Insiders Podcast, host Gary DeHart sits down with Arnaud Gabaudan, Co-Founder of Erplain, a powerful sales and inventory management platform built specifically for small businesses with 1โ€“20 employees. Arnaud shares the story behind Erplain and how it helps simplify and automate operationsโ€”from sales and purchasing to inventory trackingโ€”with a user-friendly interface and QuickBooks integration. The discussion also highlights Stockpit, an add-on tool for deeper inventory control, and Erplainโ€™s upcoming 2025 version release with advanced features. ๐Ÿ’ก What Youโ€™ll Learn: โœ… All-in-one platform for sales, purchases, and inventory โœ… Integration with QuickBooks for streamlined accounting โœ… Stockpit add-on for enhanced inventory control โœ… New features coming in Fall 2025 โœ… Erplainโ€™s Partner Program for accountants and advisors gary dehart, accounting tech tools, inventory management quickbooks, quickbooks inventory app, arnaud gabaudan, sales and purchase tracking, growcon 2025, erplain, erplain software demo, erplain quickbooks, stockpit erplain, b2b operations software, erplain partner program, inventory software for small business, small business inventory tools, erplain inventory software false full 129 89f5dc64-3fc8-4b09-bdaf-7e8b7c4ca8d4 The Future of Accounting: AI, CAS & Cybersecurity with Randy Johnston ๐Ÿ”— Learn more about Randy at:

NMGI: https://nmgi.com

K2 Enterprises: https://k2e.com

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]]> Tue, 20 May 2025 16:33:25 +0000 insightfulactnt@gmail.com (Randy Johnston, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/the-future-of-accounting-ai-cas-cybersecurity-with-randy-johnston-_gVrMnhQ ๐Ÿ”— Learn more about Randy at:

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K2 Enterprises: https://k2e.com

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]]> The Future of Accounting: AI, CAS & Cybersecurity with Randy Johnston Randy Johnston, Gary DeHart 00:45:21 In this episode of the Accounting Insiders Podcast, host Gary DeHart speaks with tech visionary and industry veteran Randy Johnston (NMGI, K2 Enterprises, Rx Genomics) about the critical trends shaping the future of accounting and advisory firms in 2025 and beyond. From the automation of tax preparation and client accounting services (CAS) to skyrocketing SaaS costs and AI-powered cybersecurity threats, this deep-dive offers insights for firms of all sizesโ€”small, mid-market, and enterprise. ๐Ÿ’ก Key Topics Covered: โœ… AI adoption across tax, audit, and CAS โœ… The rise of client expectations and how firms must adapt โœ… Face-to-face vs. virtual CPE trends post-pandemic โœ… Commoditization risks in CAS and the value of advisory โœ… The threat of Agentic AI in cybersecurity breaches โœ… How to strategically select and implement accounting software tools โœ… Predictions for the next 12โ€“18 months in the accounting profession ๐Ÿ”— Learn more about Randy at: NMGI: https://nmgi.com K2 Enterprises: https://k2e.com In this episode of the Accounting Insiders Podcast, host Gary DeHart speaks with tech visionary and industry veteran Randy Johnston (NMGI, K2 Enterprises, Rx Genomics) about the critical trends shaping the future of accounting and advisory firms in 2025 and beyond. From the automation of tax preparation and client accounting services (CAS) to skyrocketing SaaS costs and AI-powered cybersecurity threats, this deep-dive offers insights for firms of all sizesโ€”small, mid-market, and enterprise. ๐Ÿ’ก Key Topics Covered: โœ… AI adoption across tax, audit, and CAS โœ… The rise of client expectations and how firms must adapt โœ… Face-to-face vs. virtual CPE trends post-pandemic โœ… Commoditization risks in CAS and the value of advisory โœ… The threat of Agentic AI in cybersecurity breaches โœ… How to strategically select and implement accounting software tools โœ… Predictions for the next 12โ€“18 months in the accounting profession ๐Ÿ”— Learn more about Randy at: NMGI: https://nmgi.com K2 Enterprises: https://k2e.com cpe virtual training, gary dehart, accounting podcast, cpa firm growth, insightful accountant, saas pricing trends, future of accounting, accounting insiders podcast, client accounting services, accounting technology trends, nmgi, cas automation, accounting software tips, k2 enterprises, tax ai, accounting practice management, randy johnston, ai in accounting, cas tools, small firm challenges, audit automation, cybersecurity for accountants false full 128 171eda9b-1ea8-4b43-bbde-c525c2361dd9 Relational Marketing, Client Retention & AI Integration with Christian Jones ๐Ÿ”— Learn more ๐Ÿ‘‰ https://taxpromarketer.com/ย 

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]]> Wed, 14 May 2025 17:42:13 +0000 insightfulactnt@gmail.com (Christian Jones, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/relational-marketing-client-retention-ai-integration-with-christian-jones-ZTjF4D7v ๐Ÿ”— Learn more ๐Ÿ‘‰ https://taxpromarketer.com/ย 

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]]> Relational Marketing, Client Retention & AI Integration with Christian Jones Christian Jones, Gary DeHart 00:45:11 Discover how to elevate your marketing strategy from tactical to relational with insights from Christian Jones of Tax Pro Marketer. In this episode, we delve into the power of data-driven client retention, maximizing the "acres of diamonds" within your existing client base, and integrating AI tools like ChatGPT for strategic content creation. Christian also highlights key takeaways from 'The AI Driven Leader' by Jeff Woods, offering actionable steps to align marketing, automation, and client engagement for sustainable growth. Discover how to elevate your marketing strategy from tactical to relational with insights from Christian Jones of Tax Pro Marketer. In this episode, we delve into the power of data-driven client retention, maximizing the "acres of diamonds" within your existing client base, and integrating AI tools like ChatGPT for strategic content creation. Christian also highlights key takeaways from 'The AI Driven Leader' by Jeff Woods, offering actionable steps to align marketing, automation, and client engagement for sustainable growth. business growth, data analysis, accounting marketing, ai driven leader, sales funnel, relational marketing, chatgpt, cross-selling, tax pro marketer, ai integration, client engagement, marketing strategy, marketing automation, client retention, jeff woods, christian jones false full 127 5eb87d37-8d7d-46f4-9dcb-490a809283f6 Xero's Biggest Launch: Reconcile Period & Invoice Editor | Eli Danziger ๐Ÿ”— Connect with Eli: https://www.linkedin.com/in/elidanziger/

๐Ÿ”— Learn more: https://www.xero.com

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]]> Thu, 24 Apr 2025 16:35:11 +0000 insightfulactnt@gmail.com (Eli Danziger, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/xeros-biggest-launch-reconcile-period-invoice-editor-eli-danziger-ODroVIgC ๐Ÿ”— Connect with Eli: https://www.linkedin.com/in/elidanziger/

๐Ÿ”— Learn more: https://www.xero.com

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]]> Xero's Biggest Launch: Reconcile Period & Invoice Editor | Eli Danziger Eli Danziger, Gary DeHart 00:29:29 Discover key product updates from Xero, including insights from Eli Danziger on the importance of direct user feedback in product development. This episode highlights major Xero features like bank feeds, ACH payments, inventory, and the highly anticipated Reconcile Periodโ€”Xeroโ€™s biggest North America launch of the year. Also, learn about the beta release of the new Invoice Template Editor and how users can get involved in testing and shaping the platform. โœ… Reconcile Period for accurate month-end closing โœ… Invoice Template Editor (beta) with customization โœ… Product priorities shaped by real customer conversations ๐ŸŽง Tune in now to explore whatโ€™s new and whatโ€™s next in Xero product innovation. Discover key product updates from Xero, including insights from Eli Danziger on the importance of direct user feedback in product development. This episode highlights major Xero features like bank feeds, ACH payments, inventory, and the highly anticipated Reconcile Periodโ€”Xeroโ€™s biggest North America launch of the year. Also, learn about the beta release of the new Invoice Template Editor and how users can get involved in testing and shaping the platform. โœ… Reconcile Period for accurate month-end closing โœ… Invoice Template Editor (beta) with customization โœ… Product priorities shaped by real customer conversations ๐ŸŽง Tune in now to explore whatโ€™s new and whatโ€™s next in Xero product innovation. ach payments, xero reconcile period, accounting tech, small business tools, accounting software, bank feeds, xero inventory, xero, invoice template editor, accounting automation, xero beta features, xero podcast, cloud accounting, xero sales tax, xero product launch, eli danziger, month-end closing false full 126 45c640ec-fe4b-4eaa-93b5-ca2fd2abfc7b Chat GPT Tips for Accountants & Small Businesses | Diane Gilson (Part 1) ๐ŸŽฏ Learn from Diane Gilsonโ€™s free AI webinars at buildyournumbers.com

๐Ÿ”— Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/

๐Ÿ“ฅ Free Download: Get your Chat GPT Prompt Template now โ†’ https://shorturl.at/wlA2P

Perfect for accountants and small business owners ready to improve efficiency with AI!

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]]> Tue, 22 Apr 2025 18:55:58 +0000 insightfulactnt@gmail.com (Diane GIlson, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/chat-gpt-tips-for-accountants-small-businesses-diane-gilson-bKwMkMkt ๐ŸŽฏ Learn from Diane Gilsonโ€™s free AI webinars at buildyournumbers.com

๐Ÿ”— Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/

๐Ÿ“ฅ Free Download: Get your Chat GPT Prompt Template now โ†’ https://shorturl.at/wlA2P

Perfect for accountants and small business owners ready to improve efficiency with AI!

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]]> Chat GPT Tips for Accountants & Small Businesses | Diane Gilson (Part 1) Diane GIlson, Gary DeHart 00:46:32 Discover how accountants and small business owners can use Chat GPT to save time, boost productivity, and streamline daily tasks. This session covers the basics of AI, practical use cases, and simple ways to get startedโ€”no tech skills required. โœ… Key Takeaways: ๐ŸŽฏ Write emails, draft policies, and interpret contracts faster ๐ŸŽฏ Use Chat GPT like a 24/7 assistant with natural prompts ๐ŸŽฏ Understand free vs. paid versions ($20/month with extra features) ๐ŸŽฏ Try โ€œact asโ€ prompts to get expert-style responses Discover how accountants and small business owners can use Chat GPT to save time, boost productivity, and streamline daily tasks. This session covers the basics of AI, practical use cases, and simple ways to get startedโ€”no tech skills required. โœ… Key Takeaways: ๐ŸŽฏ Write emails, draft policies, and interpret contracts faster ๐ŸŽฏ Use Chat GPT like a 24/7 assistant with natural prompts ๐ŸŽฏ Understand free vs. paid versions ($20/month with extra features) ๐ŸŽฏ Try โ€œact asโ€ prompts to get expert-style responses ai productivity tools, chatgpt accounting tutorial, small business efficiency, ai for small business, accounting automation, chatgpt business use, chatgpt for accountants, chatgpt prompts, how to use chatgpt, ai email writing false full 125 8339079c-0182-4ff2-8337-6d7e155f113a Why Your Firm Needs a Practice Manager | Julie Smith ๐ŸŽง Julie also hosts the "Empowering Entrepreneurs" podcast, where she interviews global business leaders.

๐Ÿ”— Learn more at HarperCPAplus.com

๐Ÿ“ฒ Connect with Julie on LinkedIn: https://www.linkedin.com/in/the-julie/

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]]> Thu, 17 Apr 2025 14:01:29 +0000 insightfulactnt@gmail.com (Julie Smith, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/why-your-firm-needs-a-practice-manager-julie-smith-gpiP7Sjo ๐ŸŽง Julie also hosts the "Empowering Entrepreneurs" podcast, where she interviews global business leaders.

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]]> Why Your Firm Needs a Practice Manager | Julie Smith Julie Smith, Gary DeHart 00:32:13 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Julie Smith, Practice Manager at Harper & Co. CPAs. Julie shares her journey into the accounting space and her experience co-founding Pure Tax LLC and Empower CPA. She dives deep into the role of a practice manager, discussing essential skills like emotional intelligence, process optimization, and client relationship management. Julie also explains the concept of "right fit clients," when firms should consider hiring a practice manager, and how fractional practice management can be a smart first step. Learn how technology, team alignment, and proper valuation of services drive success in modern firms. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Julie Smith, Practice Manager at Harper & Co. CPAs. Julie shares her journey into the accounting space and her experience co-founding Pure Tax LLC and Empower CPA. She dives deep into the role of a practice manager, discussing essential skills like emotional intelligence, process optimization, and client relationship management. Julie also explains the concept of "right fit clients," when firms should consider hiring a practice manager, and how fractional practice management can be a smart first step. Learn how technology, team alignment, and proper valuation of services drive success in modern firms. emotional intelligence accounting, accounting firm operations, cpa firm growth, insightful accountant, empowering entrepreneurs podcast, right fit clients, practice manager cpa, fractional practice manager, accounting firm management, harper & co cpas, julie smith cpa, client management strategies, gary dehart podcast, julie smith harper cpa, accounting leadership, tech efficiency in accounting false full 124 21e1f3db-6f7c-46ca-835f-8152d64135d8 How CPAs Can Embrace Automation & Digital Transformation | Michale Uadiale ๐Ÿ’ก Learn more about Michael Uadiale: ย 

๐Ÿ”— https://www.linkedin.com/in/smeedcpa/

๐Ÿ”— https://skool.com/financialfreedomacademy

๐Ÿ”— https://www.smeedcpa.com/

๐Ÿ“ง Email Michael: muadiale@smeedcpa.com

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]]> Tue, 15 Apr 2025 19:13:45 +0000 insightfulactnt@gmail.com (Gary DeHart) https://accounting-insiders.simplecast.com/episodes/how-cpas-can-embrace-automation-digital-transformation-michale-uadiale-931_N7Cl ๐Ÿ’ก Learn more about Michael Uadiale: ย 

๐Ÿ”— https://www.linkedin.com/in/smeedcpa/

๐Ÿ”— https://skool.com/financialfreedomacademy

๐Ÿ”— https://www.smeedcpa.com/

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]]> How CPAs Can Embrace Automation & Digital Transformation | Michale Uadiale Gary DeHart 00:30:32 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Michael Uadiale, CPA, an advocate for digital transformation in accounting, to explore how CPAs and firms can leverage automation, AI, and modern tech tools to boost efficiency and future-proof their practice. ๐Ÿš€ Key topics covered include: โœ… Why embracing automation is critical for firm growth โœ… Michale's journey and experience driving transformation โœ… Tools and platforms that are changing the accounting game โœ… Actionable advice for accountants navigating tech adoption Whether youโ€™re a solo practitioner or a growing firm, this conversation offers practical strategies and inspiring insights to help you thrive in todayโ€™s digital-first world. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Michael Uadiale, CPA, an advocate for digital transformation in accounting, to explore how CPAs and firms can leverage automation, AI, and modern tech tools to boost efficiency and future-proof their practice. ๐Ÿš€ Key topics covered include: โœ… Why embracing automation is critical for firm growth โœ… Michale's journey and experience driving transformation โœ… Tools and platforms that are changing the accounting game โœ… Actionable advice for accountants navigating tech adoption Whether youโ€™re a solo practitioner or a growing firm, this conversation offers practical strategies and inspiring insights to help you thrive in todayโ€™s digital-first world. digital cpa, michale uadiale, accounting software 2025, gary dehart, accounting podcast, cpa firm growth, insightful accountant, automation for cpas, accounting technology, future of accounting, be insightful, accountant podcast, digital transformation accounting, modern accounting tools, cpa podcast 2025, ai tools for accountants, ai in accounting, cpas and automation, accounting workflow automation, cpa tech trends false full 123 3767900b-90ac-48de-8af6-c8e505e6683c AI in Accounting: Zohoโ€™s Val Steed on Firm Transitions & the Future of Accountants ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://www.zoho.com/cpa/

๐Ÿ”— Connect with Val: https://www.linkedin.com/in/valsteed/

๐Ÿ“ง Email Val: val@zohocorp.com

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]]> Fri, 11 Apr 2025 15:58:45 +0000 insightfulactnt@gmail.com (Gary DeHart, Val Steed) https://accounting-insiders.simplecast.com/episodes/ai-in-accounting-zohos-val-steed-on-firm-transitions-the-future-of-accountants-ieaU_Z4n ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://www.zoho.com/cpa/

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]]> AI in Accounting: Zohoโ€™s Val Steed on Firm Transitions & the Future of Accountants Gary DeHart, Val Steed 00:20:56 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Val Steed, Director of Accountants at Zoho, to discuss the evolving role of artificial intelligence in the accounting profession. Fresh from his recent travels to India, Val offers a global perspective on pressing industry topicsโ€”from the wave of retiring accountants and firm ownership transitions to the cautious but growing embrace of AI tools like Zohoโ€™s Zia. Key topics include: โœ… How AI like Zoho Zia enhancesโ€”rather than replacesโ€”accountants โœ… The need for robust inventory solutions in client firms โœ… Zoho's support and resources for accounting professionals โœ… Building a Pro Advisor-style network within the Zoho ecosystem โœ… Upcoming Zoho events and how to get involved Whether you're a seasoned CPA or an up-and-coming advisor, this conversation is packed with valuable insights on technology, succession planning, and staying competitive in a changing landscape. ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://www.zoho.com/cpa/ ๐Ÿ”— Connect with Val: https://www.linkedin.com/in/valsteed/ ๐Ÿ“ง Email Val: val@zohocorp.com - Connect with Insightful Accountant! Website ๐Ÿ‘‰ http://insightfulaccountant.com/ ๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! ๐Ÿ‘‰ https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp Twitter (X) ๐Ÿ‘‰ https://twitter.com/insightfulActnt Facebook ๐Ÿ‘‰ https://www.facebook.com/insightfulActnt/ LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/company/insightful-accountant/ Blog ๐Ÿ‘‰ https://blog.insightfulaccountant.com/ YouTube ๐Ÿ‘‰ https://www.youtube.com/@InsightfulAccountant Instagram ๐Ÿ‘‰ https://www.instagram.com/insightful.accountant/ In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Val Steed, Director of Accountants at Zoho, to discuss the evolving role of artificial intelligence in the accounting profession. Fresh from his recent travels to India, Val offers a global perspective on pressing industry topicsโ€”from the wave of retiring accountants and firm ownership transitions to the cautious but growing embrace of AI tools like Zohoโ€™s Zia. Key topics include: โœ… How AI like Zoho Zia enhancesโ€”rather than replacesโ€”accountants โœ… The need for robust inventory solutions in client firms โœ… Zoho's support and resources for accounting professionals โœ… Building a Pro Advisor-style network within the Zoho ecosystem โœ… Upcoming Zoho events and how to get involved Whether you're a seasoned CPA or an up-and-coming advisor, this conversation is packed with valuable insights on technology, succession planning, and staying competitive in a changing landscape. ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://www.zoho.com/cpa/ ๐Ÿ”— Connect with Val: https://www.linkedin.com/in/valsteed/ ๐Ÿ“ง Email Val: val@zohocorp.com - Connect with Insightful Accountant! Website ๐Ÿ‘‰ http://insightfulaccountant.com/ ๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! ๐Ÿ‘‰ https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp Twitter (X) ๐Ÿ‘‰ https://twitter.com/insightfulActnt Facebook ๐Ÿ‘‰ https://www.facebook.com/insightfulActnt/ LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/company/insightful-accountant/ Blog ๐Ÿ‘‰ https://blog.insightfulaccountant.com/ YouTube ๐Ÿ‘‰ https://www.youtube.com/@InsightfulAccountant Instagram ๐Ÿ‘‰ https://www.instagram.com/insightful.accountant/ accounting firm transition, val steed zoho, cpa podcast, accounting podcast, insightful accountant, firm succession planning, accounting technology, future of accounting, zoho zia ai, accountant productivity tools, zoho events, gary dehart podcast, zoho accounting, zoho for accountants, inventory solutions for accountants, ai tools for accountants, ai in accounting, accounting firm growth, zoho proadvisor, accounting industry trends false full 122 189b5859-de95-4853-9afa-127311af68ec Inside the Firm Growth Forum: Daniel Hood on Scaling $1Mโ€“$30M Accounting Firms ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://conference.accountingtoday.com/event/firm-growth-forum/homeย 

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]]> Tue, 8 Apr 2025 20:02:11 +0000 insightfulactnt@gmail.com (Daniel Hood, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/inside-the-firm-growth-forum-daniel-hood-on-scaling-1m30m-accounting-firms-ZzmulNNM ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://conference.accountingtoday.com/event/firm-growth-forum/homeย 

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]]> Inside the Firm Growth Forum: Daniel Hood on Scaling $1Mโ€“$30M Accounting Firms Daniel Hood, Gary DeHart 00:27:05 In this episode of the Accounting Insiders Podcast, Gary DeHart welcomes Daniel Hood, Editor-in-Chief of Accounting Today, for a deep dive into the Firm Growth Forum, taking place May 20โ€“21 at Mission Bay Resort in San Diego. Designed for accounting firms earning between $1M and $30M, the event zeroes in on how to scale intentionally, professionalize back-office operations, and adopt a business-first mindset. Daniel shares what makes this forum differentโ€”including its focus on leadership, firm management, and case studies from successful peers. With featured experts like Joe Woodard and Gail Crosley and 300โ€“350 attendees expected, this episode offers a must-hear preview of one of the industry's most strategic events. In this episode of the Accounting Insiders Podcast, Gary DeHart welcomes Daniel Hood, Editor-in-Chief of Accounting Today, for a deep dive into the Firm Growth Forum, taking place May 20โ€“21 at Mission Bay Resort in San Diego. Designed for accounting firms earning between $1M and $30M, the event zeroes in on how to scale intentionally, professionalize back-office operations, and adopt a business-first mindset. Daniel shares what makes this forum differentโ€”including its focus on leadership, firm management, and case studies from successful peers. With featured experts like Joe Woodard and Gail Crosley and 300โ€“350 attendees expected, this episode offers a must-hear preview of one of the industry's most strategic events. $1m to $30m firms, gary dehart, accounting events san diego, accounting podcast, cpa firm growth, accounting conferences 2025, business strategy for accountants, accounting insiders podcast, accounting firm leadership, gail crosley, accounting industry insights, scaling accounting firms, accounting firm management, firm growth forum, joe woodard, accounting practice management, daniel hood, accounting firm growth, accounting today, professionalizing back office false full 121 784a996c-83da-4045-b7c7-ea58a7f1cbfe Mango Practice Management for Accountants: AI Features & Onboarding Explained | Bryan Droznes ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://www.mangopractice.comย 

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]]> Thu, 3 Apr 2025 15:57:01 +0000 insightfulactnt@gmail.com (Bryan Droznes, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/mango-practice-management-for-accountants-ai-features-onboarding-explained-bryan-droznes-zm6biSie ๐Ÿ‘จโ€๐Ÿ’ป Learn more: https://www.mangopractice.comย 

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]]> Mango Practice Management for Accountants: AI Features & Onboarding Explained | Bryan Droznes Bryan Droznes, Gary DeHart 00:51:09 n this episode, Gary DeHart interviews Bryan Droznes, General Manager of Mango Practice, to explore how their accounting practice management software is built to solve common challenges faced by small to mid-sized firms. Bryan breaks down Mangoโ€™s streamlined 30-day onboarding process, core features for project visibility and resource planning, and how the platform fits into the broader ProfitSolv ecosystem. He also shares a preview of upcoming AI-powered tools set to launch by 2025โ€”designed to increase productivity and expand client services. ๐Ÿ“ Catch Mango at AICPA Engage and other upcoming accounting trade shows n this episode, Gary DeHart interviews Bryan Droznes, General Manager of Mango Practice, to explore how their accounting practice management software is built to solve common challenges faced by small to mid-sized firms. Bryan breaks down Mangoโ€™s streamlined 30-day onboarding process, core features for project visibility and resource planning, and how the platform fits into the broader ProfitSolv ecosystem. He also shares a preview of upcoming AI-powered tools set to launch by 2025โ€”designed to increase productivity and expand client services. ๐Ÿ“ Catch Mango at AICPA Engage and other upcoming accounting trade shows cloud accounting tools, accounting workflow, cpa tech, aicpa engage 2025, accounting project management, accounting software, accounting technology, practice management for accountants, practice management software, accounting onboarding software, mango practice, accounting firm automation, accounting firm software, mango accounting, cpa tools, small firm practice management, ai tools for accountants, accountant productivity, ai in accounting, profitsolv false full 120 4e5bfd6f-16cd-4af4-b584-f20644797097 Inside Scaling New Heights 2025: Joe Woodard on Leadership, Legacy & Tech in Accounting ๐Ÿ“… Join the event June 22โ€“25 in Orlando, FL ย 

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]]> Tue, 1 Apr 2025 13:18:51 +0000 insightfulactnt@gmail.com (Joe Woodard, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/inside-scaling-new-heights-2025-joe-woodard-on-leadership-legacy-tech-in-accounting-JRQ_Fbc9 ๐Ÿ“… Join the event June 22โ€“25 in Orlando, FL ย 

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]]> Inside Scaling New Heights 2025: Joe Woodard on Leadership, Legacy & Tech in Accounting Joe Woodard, Gary DeHart 00:21:32 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Woodard, founder of Scaling New Heightsโ€”the nationโ€™s largest accounting technology conference. Joe shares the story of his journey from QuickBooks trainer to industry leader, including his 20-year partnership with Intuit and the creation of Scaling New Heights in 2009. This yearโ€™s theme, "Make It So" (inspired by Captain Picard), sets the tone for over 110 breakout sessions focused on leadership, growth, and tech innovation in accounting. The conversation also dives into the eventโ€™s social programs, recognition of standout professionals, and the unique community that forms around the conference each year. ๐ŸŽง Listen in for insight, history, and a look ahead at the future of accounting education In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Woodard, founder of Scaling New Heightsโ€”the nationโ€™s largest accounting technology conference. Joe shares the story of his journey from QuickBooks trainer to industry leader, including his 20-year partnership with Intuit and the creation of Scaling New Heights in 2009. This yearโ€™s theme, "Make It So" (inspired by Captain Picard), sets the tone for over 110 breakout sessions focused on leadership, growth, and tech innovation in accounting. The conversation also dives into the eventโ€™s social programs, recognition of standout professionals, and the unique community that forms around the conference each year. ๐ŸŽง Listen in for insight, history, and a look ahead at the future of accounting education quickbooks online 2020, woodard, accounting conference, gary dehart, quickbooks online, tax season, quickbooks basics, tax practice news, qbo tutorial, captain picard, joe woodard, be insightful, star trek, makeitso, bookeeping, insightfulaccountant, online, quickbooks, make it so, accounting, scalingnewheights, wood ard, quickbooks online tutorial, qbo basics, tutorial, scaling new heights, quickbooks online basics false full 119 e45bf821-4dec-4edb-8fa9-09c5ae5e48ec From CPA to Tech Innovator: Hector Garcia on Right Tool, Reframe, and The Future of Accounting ๐Ÿ”— https://www.linkedin.com/in/hectormgarciacpa/ย 

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]]> Fri, 28 Mar 2025 20:09:50 +0000 insightfulactnt@gmail.com (Hector Garcia, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/from-cpa-to-tech-innovator-hector-garcia-on-right-tool-reframe-and-the-future-of-accounting-ZtVtm2Li ๐Ÿ”— https://www.linkedin.com/in/hectormgarciacpa/ย 

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]]> From CPA to Tech Innovator: Hector Garcia on Right Tool, Reframe, and The Future of Accounting Hector Garcia, Gary DeHart 01:05:33 n this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Hector Garcia, CPA, to explore his journey from running a successful accounting firm to becoming a tech entrepreneur and thought leader in the profession. Hector shares the origin story of Right Tool, a Chrome extension designed to streamline navigation and workflows within QuickBooks Online, and how itโ€™s grown to serve over 20,000 users. He also dives into Reframe, his educational company and annual conference that challenges traditional accounting models with a bold, creative approach. They discuss: โœ… The power of content creation in building authority โœ… How Right Tool emerged from a simple bookmark system โœ… Pricing psychology and confidence for accounting pros โœ… Reframe 2025โ€™s theme: โ€œPricing With Confidenceโ€ โœ… The role of AI in reshaping the profession โœ… Subscription models, community building, and delivering value This episode is packed with insights on how to adapt, evolve, and lead in a fast-changing profession. n this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Hector Garcia, CPA, to explore his journey from running a successful accounting firm to becoming a tech entrepreneur and thought leader in the profession. Hector shares the origin story of Right Tool, a Chrome extension designed to streamline navigation and workflows within QuickBooks Online, and how itโ€™s grown to serve over 20,000 users. He also dives into Reframe, his educational company and annual conference that challenges traditional accounting models with a bold, creative approach. They discuss: โœ… The power of content creation in building authority โœ… How Right Tool emerged from a simple bookmark system โœ… Pricing psychology and confidence for accounting pros โœ… Reframe 2025โ€™s theme: โ€œPricing With Confidenceโ€ โœ… The role of AI in reshaping the profession โœ… Subscription models, community building, and delivering value This episode is packed with insights on how to adapt, evolve, and lead in a fast-changing profession. quickbooks online 2020, gary dehart, quickbooks online, reframe, quickbooks basics, tax practice news, qbo tutorial, be insightful, bookeeping, hector garcia, insightfulaccountant, online, quickbooks, accounting, quickbooks online tutorial, qbo basics, tutorial, 2020, quickbooks online basics false full 118 1bf90feb-67ec-456d-9503-76d4dc72f547 Top 3 Marketing Mistakes Bookkeepers Make (And How to Fix Them) with Janel Sykora ๐Ÿ”— Connect with Janel:ย 

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]]> Tue, 25 Mar 2025 18:43:20 +0000 insightfulactnt@gmail.com (Gary DeHart, Janel Sykora) https://accounting-insiders.simplecast.com/episodes/top-3-marketing-mistakes-bookkeepers-make-and-how-to-fix-them-with-janel-sykora-7j9sZgpv ๐Ÿ”— Connect with Janel:ย 

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]]> Top 3 Marketing Mistakes Bookkeepers Make (And How to Fix Them) with Janel Sykora Gary DeHart, Janel Sykora 00:27:32 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Janel Sykora, co-founder of Cajabra Marketing, to tackle the top 3 marketing challenges facing accounting and bookkeeping firms in 2025. โœ… Messaging That Converts โ€“ Learn how to craft clear, client-focused messaging that cuts through the noise. โœ… Stop Missing Opportunities โ€“ Discover how Google reviews and optimized communication can drive client trust and growth. โœ… Lead Management Automation โ€“ Janel shares how to nurture prospects using smart automation tools. ๐Ÿ’ก Whether you're a solo bookkeeper or running a growing accounting firm, this conversation is packed with actionable insights to help you amplify your marketing efforts and grow your client base. ๐Ÿ“… Upcoming Webinar Alert! Join us on March 13 for an exclusive webinar focused on marketing strategies that actually work for bookkeeping professionals. Reserve your spot now! ๐Ÿ‘‰ Register here: https://insightfulaccountant.com/events/niche-marketing-top-5-marketing-mistakes-accounting-firms-make-and-how-to-fix-them In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Janel Sykora, co-founder of Cajabra Marketing, to tackle the top 3 marketing challenges facing accounting and bookkeeping firms in 2025. โœ… Messaging That Converts โ€“ Learn how to craft clear, client-focused messaging that cuts through the noise. โœ… Stop Missing Opportunities โ€“ Discover how Google reviews and optimized communication can drive client trust and growth. โœ… Lead Management Automation โ€“ Janel shares how to nurture prospects using smart automation tools. ๐Ÿ’ก Whether you're a solo bookkeeper or running a growing accounting firm, this conversation is packed with actionable insights to help you amplify your marketing efforts and grow your client base. ๐Ÿ“… Upcoming Webinar Alert! Join us on March 13 for an exclusive webinar focused on marketing strategies that actually work for bookkeeping professionals. Reserve your spot now! ๐Ÿ‘‰ Register here: https://insightfulaccountant.com/events/niche-marketing-top-5-marketing-mistakes-accounting-firms-make-and-how-to-fix-them tax, business, smooth accounting, insightful accountant, inspiring women, education, portsmouth, finance, social media, podcast, marketing strategies, marketing, tax practice news, be insightful, free, tips, janel sykora, how to marketing, camera phone, entrepreneur, video phone, marketing 101, sharing, accountants, accounting, marketing mistakes, bookkeeping marketing, motivation, video, money, upload, advice false full 117 a198ebdb-8e96-439e-8d5b-d3b852a49ad0 Nancy McClelland's Guide to Tax-Ready Books & Top 10 Accounting Conferences! ๐Ÿ”— https://www.linkedin.com/in/nancy-mcclelland-cpa/ย 

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]]> Thu, 20 Mar 2025 19:24:02 +0000 insightfulactnt@gmail.com (Gary DeHart, Nancy McClelland) https://accounting-insiders.simplecast.com/episodes/nancy-mcclellands-guide-to-tax-ready-books-top-10-accounting-conferences-Hpdbowge ๐Ÿ”— https://www.linkedin.com/in/nancy-mcclelland-cpa/ย 

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]]> Nancy McClelland's Guide to Tax-Ready Books & Top 10 Accounting Conferences! Gary DeHart, Nancy McClelland 01:11:45 In this episode of Accounting Insiders, host Gary DeHart sits down with Nancy McClelland, CPA, aka The Dancing Accountant! ๐Ÿ’ƒ Nancy runs a hyperlocal CPA firm in Chicago while living in Mexico during tax seasonโ€”talk about work-life balance! She shares insights on her 'Ask a CPA' community, designed to help bookkeepers prepare tax-ready books and avoid year-end chaos. ๐Ÿ“šโœ… Plus, she reveals her top 10 must-attend accounting conferences, offering practical education, networking, and vendor insights to help accountants level up. ๐Ÿ”น How she chooses which conferences to attend ๐Ÿ”น Why vendor areas are gold mines for new tools ๐Ÿ”น How to set clear goals for conference networking ๐ŸŒŽ Want to join Nancyโ€™s 'Ask a CPA' community? Visit ๐Ÿ‘‰ thedancingaccountant.com In this episode of Accounting Insiders, host Gary DeHart sits down with Nancy McClelland, CPA, aka The Dancing Accountant! ๐Ÿ’ƒ Nancy runs a hyperlocal CPA firm in Chicago while living in Mexico during tax seasonโ€”talk about work-life balance! She shares insights on her 'Ask a CPA' community, designed to help bookkeepers prepare tax-ready books and avoid year-end chaos. ๐Ÿ“šโœ… Plus, she reveals her top 10 must-attend accounting conferences, offering practical education, networking, and vendor insights to help accountants level up. ๐Ÿ”น How she chooses which conferences to attend ๐Ÿ”น Why vendor areas are gold mines for new tools ๐Ÿ”น How to set clear goals for conference networking ๐ŸŒŽ Want to join Nancyโ€™s 'Ask a CPA' community? Visit ๐Ÿ‘‰ thedancingaccountant.com review, digital cpa, tax, prep, demo, the dancing accountant, insightful accountant, how, quickbooos, intuit connect, cleanup, refirm, tax practice news, file, taxtwitter, learn, future forward, qbo, online, fix, ready, to, aicpa, scaling new heights false full 116 a9fdfe0b-e10c-4769-9825-6163e34a0d1a Mastering Tax Compliance: Avalaraโ€™s Insights for Accountants with Sona Akmakjian ๐ŸŒ https://www.avalara.com/ย 

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]]> Fri, 14 Mar 2025 19:02:07 +0000 insightfulactnt@gmail.com (Sona Akmakjian, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/mastering-tax-compliance-avalaras-insights-for-accountants-with-sona-akmakjian-47oMPRnx ๐ŸŒ https://www.avalara.com/ย 

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]]> Mastering Tax Compliance: Avalaraโ€™s Insights for Accountants with Sona Akmakjian Sona Akmakjian, Gary DeHart 00:19:47 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Sona Akmakjian, Global Head of Strategic Accountant Partnerships at Avalara, to discuss the evolving landscape of tax compliance. From the impact of the Wayfair ruling to the rising challenges of cross-border tax, Sona shares her expert insights on how accountants can navigate these complexities and unlock new revenue opportunities through Avalaraโ€™s partnership programs. ๐Ÿš€ Discover how Avalara has expanded beyond sales tax automation to become a comprehensive tax compliance powerhouse. Learn about referral and implementation training models, how COVID-19 accelerated global tax changes, and key takeaways from the 2025 Avalara Tax Changes Report. Get the 2025 Avalara Tax Changes Report โ€“ Stay Compliant & Informed! ๐Ÿ‘‰ https://www.avalara.com/simplify/en/asset/avalara-tax-changes-2025-get-your-copy-now.html?partnersource=0014000001Yj5MRAAZ In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Sona Akmakjian, Global Head of Strategic Accountant Partnerships at Avalara, to discuss the evolving landscape of tax compliance. From the impact of the Wayfair ruling to the rising challenges of cross-border tax, Sona shares her expert insights on how accountants can navigate these complexities and unlock new revenue opportunities through Avalaraโ€™s partnership programs. ๐Ÿš€ Discover how Avalara has expanded beyond sales tax automation to become a comprehensive tax compliance powerhouse. Learn about referral and implementation training models, how COVID-19 accelerated global tax changes, and key takeaways from the 2025 Avalara Tax Changes Report. Get the 2025 Avalara Tax Changes Report โ€“ Stay Compliant & Informed! ๐Ÿ‘‰ https://www.avalara.com/simplify/en/asset/avalara-tax-changes-2025-get-your-copy-now.html?partnersource=0014000001Yj5MRAAZ sona akmakjian, gary dehart, irs, tax 101, bookkeeper, tax season, bookkeeping, tax software, avalara, tax practice news, be insightful, insightfulaccountant, tax report, internal revenue service, tax law, tax agent, accountant, enrolled agent, tax automation, tax compliance, accounting, proadvisor, scaling new heights false full 115 61ba4641-bdcd-4424-ba47-4c04bb384421 ๐Ÿ” The Future of Tax Accounting: Will Hill on Productivity & Firm Growth ๐ŸŒ https://willhillconsults.com/ย 

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]]> Tue, 11 Mar 2025 18:22:45 +0000 insightfulactnt@gmail.com (Gary DeHart, Will Hill) https://accounting-insiders.simplecast.com/episodes/the-future-of-tax-accounting-will-hill-on-productivity-firm-growth-e9k52x0T ๐ŸŒ https://willhillconsults.com/ย 

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]]> ๐Ÿ” The Future of Tax Accounting: Will Hill on Productivity & Firm Growth Gary DeHart, Will Hill 00:32:13 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with tax accounting expert Will Hill, who brings 24 years of experience in optimizing accounting firm operations. ๐ŸŽฏ Topics Covered: โœ… The shift from hourly work metrics to a deliverables-focused approach โœ… Tackling productivity challenges in remote & hybrid work environments โœ… Why transparent communication is key to successful organizational change โœ… Tailored strategies for small firms to thrive in todayโ€™s market โœ… The rise of specialized project management tools for accounting firms โœ… Effective client acquisition strategies for sustained growth ๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with tax accounting expert Will Hill, who brings 24 years of experience in optimizing accounting firm operations. ๐ŸŽฏ Topics Covered: โœ… The shift from hourly work metrics to a deliverables-focused approach โœ… Tackling productivity challenges in remote & hybrid work environments โœ… Why transparent communication is key to successful organizational change โœ… Tailored strategies for small firms to thrive in todayโ€™s market โœ… The rise of specialized project management tools for accounting firms โœ… Effective client acquisition strategies for sustained growth ๐Ÿ”” Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp will hill consults, tax, day in the life of a tax accountant, career in accounting, gary dehart, irs, insightful accountant, cpa, tax season, accounting major, tax practice news, be insightful, tax accountant, big 4, logan graf, tasks of a tax accountant, accounting 101, tax accounting, big 4 accounting firms, accounting student, what is tax, what is tax accounting, accounting, tax jobs, big 4 accounting, what do tax accountants do everyday?, career in tax, career advice false full 114 c55687b1-0811-4a01-96e3-8b2b8ca81349 ๐Ÿ”น Bridging the Gap: Randy Crabtree on Mental Health & Burnout in Accounting ๐Ÿ”— https://www.linkedin.com/in/randy-crabtree-1945a67/ย 

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]]> Fri, 7 Mar 2025 17:37:17 +0000 insightfulactnt@gmail.com (Randy Crabtree, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/bridging-the-gap-randy-crabtree-on-mental-health-burnout-in-accounting-aTqbjEb0 ๐Ÿ”— https://www.linkedin.com/in/randy-crabtree-1945a67/ย 

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]]> ๐Ÿ”น Bridging the Gap: Randy Crabtree on Mental Health & Burnout in Accounting Randy Crabtree, Gary DeHart 00:23:02 In this episode of Accounting Insiders, host Gary DeHart talks with Randy Crabtree, CPA & co-founder of Tri-Merit Specialty Tax, about the Bridging the Gap Conference (July 22-24, 2024, Denver). Focused on mental health & burnout in accounting, the event features 5 educational tracks, a wellness room, and a gala honoring industry achievements. Learn how this conference fosters community, innovative practices, and sponsorship opportunities. ๐ŸŽง Listen now & explore details at BTGconference.com In this episode of Accounting Insiders, host Gary DeHart talks with Randy Crabtree, CPA & co-founder of Tri-Merit Specialty Tax, about the Bridging the Gap Conference (July 22-24, 2024, Denver). Focused on mental health & burnout in accounting, the event features 5 educational tracks, a wellness room, and a gala honoring industry achievements. Learn how this conference fosters community, innovative practices, and sponsorship opportunities. ๐ŸŽง Listen now & explore details at BTGconference.com tri merit, gary dehart, insightful accountant, bookkeeper, bookkeeping, accounting insiders podcast, podcast, tax practice news, mental health, dealing with burnout at work, be insightful, bridging the gap, hwo o deal with emotional exhaustion, mental burnout, how to deal with burnout in life, accountant, accounting, how to deal with burnout at work, how to deal with burnout, randy crabtree, tri-merit, deal with burnout false full 113 cf80008e-9f9f-4efb-bd15-23466864185f Mastering Client Relationships: High-Trust Conversations for Accountants with Mary Schmidt | EP. 112 ๐Ÿ”— Download Maryโ€™s free report on high-trust conversations: https://maryschmid.com/accountinginsiders/

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]]> Wed, 5 Mar 2025 19:13:52 +0000 insightfulactnt@gmail.com (Mary Schmid, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/mastering-client-relationships-high-trust-conversations-for-accountants-with-mary-schmidt-ep-112-kI2FLTVv ๐Ÿ”— Download Maryโ€™s free report on high-trust conversations: https://maryschmid.com/accountinginsiders/

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]]> Mastering Client Relationships: High-Trust Conversations for Accountants with Mary Schmidt | EP. 112 Mary Schmid, Gary DeHart 00:37:51 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with conversation expert Mary Schmid to explore the power of high-trust conversations in accounting. Drawing from her experience as a healthcare executive and insights from her book Make or Break Conversations, Mary shares actionable strategies for strengthening client relationships. ๐Ÿ’ก Key Takeaways: โœ… The 3 Levels of Conversation: Informational, Positional Persuasive & Transformational โœ… How to foster trust, engagement, and long-term client loyalty โœ… The role of active listening & open-ended questions in client retention โœ… Why creating a judgment-free environment is crucial for accounting professionals In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with conversation expert Mary Schmid to explore the power of high-trust conversations in accounting. Drawing from her experience as a healthcare executive and insights from her book Make or Break Conversations, Mary shares actionable strategies for strengthening client relationships. ๐Ÿ’ก Key Takeaways: โœ… The 3 Levels of Conversation: Informational, Positional Persuasive & Transformational โœ… How to foster trust, engagement, and long-term client loyalty โœ… The role of active listening & open-ended questions in client retention โœ… Why creating a judgment-free environment is crucial for accounting professionals accountingtax, tax, business, gary dehart, how to start a small business, financial consulting, insightful accountant, tax season, financial coaching, new business ideas, bookkeeping, accounting training, accounting how to, financial consultant, mary schmid, grant cardone, how to, accounting school, entrepreneur, accounting course, millionaire, starting a business, small business, work from home, accounting, financial coach, next level firms, become a cfo, bookkeeping course false full 112 35bc4e66-3d2e-4726-a790-3eb8ade8b2b9 Empowering Tax Professionals: Latino Tax Fest 2025 Insights From Carlos Lopez ๐Ÿ”— https://latinotaxpro.com/ย 

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]]> Mon, 3 Mar 2025 17:42:41 +0000 insightfulactnt@gmail.com (Carlos Lopez, accountant, accountant and finance, accounting, bookkeeping, cloudaccounting, bookkeeper, quickbooks, accounting software, quickbooks proadvisor, accounting technology, cloud accounting, proadvisor, tax, tax talks, enrolled agent, irs, human resource, tax season, tax attorney, accounts receivables, tax tips, tax tricks, tax evasion, tax update, taxes, internal revenue service, tax planning, tax practice news, insightful accountant, be insightful, latino tax pro, latino tax fest, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/empowering-tax-professionals-latino-tax-fest-2025-insights-from-carlos-lopez-PAbwN5xu ๐Ÿ”— https://latinotaxpro.com/ย 

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]]> Empowering Tax Professionals: Latino Tax Fest 2025 Insights From Carlos Lopez Carlos Lopez, accountant, accountant and finance, accounting, bookkeeping, cloudaccounting, bookkeeper, quickbooks, accounting software, quickbooks proadvisor, accounting technology, cloud accounting, proadvisor, tax, tax talks, enrolled agent, irs, human resource, tax season, tax attorney, accounts receivables, tax tips, tax tricks, tax evasion, tax update, taxes, internal revenue service, tax planning, tax practice news, insightful accountant, be insightful, latino tax pro, latino tax fest, Gary DeHart 00:28:01 In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Carlos Lopez, Enrolled Agent and founder of Latino Tax Pro, to discuss the Latino Tax Fest 2025, the leading bilingual tax education event for professionals. Taking place June 16-19 at the MGM Grand in Las Vegas, this conference offers vital IRS tax updates, ethics training, business growth strategies, and networking opportunitiesโ€”all available in English and Spanish. Discover how tax preparers can stay compliant, expand their firms, and connect with industry leaders at this high-impact event. From expert-led sessions to the mariachi festival and poolside networking, this is the must-attend event for tax and accounting professionals.Empowering Tax Professionals: Latino Tax Fest 2025 Insights From Carlos Lopez In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Carlos Lopez, Enrolled Agent and founder of Latino Tax Pro, to discuss the Latino Tax Fest 2025, the leading bilingual tax education event for professionals. Taking place June 16-19 at the MGM Grand in Las Vegas, this conference offers vital IRS tax updates, ethics training, business growth strategies, and networking opportunitiesโ€”all available in English and Spanish. Discover how tax preparers can stay compliant, expand their firms, and connect with industry leaders at this high-impact event. From expert-led sessions to the mariachi festival and poolside networking, this is the must-attend event for tax and accounting professionals.Empowering Tax Professionals: Latino Tax Fest 2025 Insights From Carlos Lopez false full 111 07d06cd4-94ab-4f23-8fb9-ad78516b93ce ๐Ÿ“ข GrowCon 2024: Must-Attend Event for Accounting & Tax Pros! | Christi Richards ๐Ÿ”— Register Now: universalaccounting.com (Click the Grow Con tab!)ย 

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]]> Thu, 27 Feb 2025 16:52:05 +0000 insightfulactnt@gmail.com (Christi Richards, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/growcon-2024-must-attend-event-for-accounting-tax-pros-christi-richards-BGOtvVuz ๐Ÿ”— Register Now: universalaccounting.com (Click the Grow Con tab!)ย 

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]]> ๐Ÿ“ข GrowCon 2024: Must-Attend Event for Accounting & Tax Pros! | Christi Richards Christi Richards, Gary DeHart 00:23:51 In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Christi Richards, Event Manager and Student Fulfillment Director at Universal Accounting Center, to discuss GrowCon 2025! ๐ŸŒŸ Happening this May in Provo, Utah, GrowCon is the ultimate event for bookkeeping, accounting, and tax firm owners looking to expand their network, gain industry insights, and sharpen their skills. With no breakout sessions, attendees will enjoy a main-stage format featuring top speakers like Mike Milan and Geni Whitehouse, covering topics such as marketing, accounting, production, and mental wellness. ๐ŸŽฒ VIP perks include: โœ”๏ธ Early arrival โœ”๏ธ Exclusive networking โœ”๏ธ Casino Night ๐ŸŽŸ๏ธ Ticket Info: โœ… General Admission: $997 โœ… VIP Access: $1,497 ๐Ÿ’ฐ Use promo code IA25 for $250 OFF! In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Christi Richards, Event Manager and Student Fulfillment Director at Universal Accounting Center, to discuss GrowCon 2025! ๐ŸŒŸ Happening this May in Provo, Utah, GrowCon is the ultimate event for bookkeeping, accounting, and tax firm owners looking to expand their network, gain industry insights, and sharpen their skills. With no breakout sessions, attendees will enjoy a main-stage format featuring top speakers like Mike Milan and Geni Whitehouse, covering topics such as marketing, accounting, production, and mental wellness. ๐ŸŽฒ VIP perks include: โœ”๏ธ Early arrival โœ”๏ธ Exclusive networking โœ”๏ธ Casino Night ๐ŸŽŸ๏ธ Ticket Info: โœ… General Admission: $997 โœ… VIP Access: $1,497 ๐Ÿ’ฐ Use promo code IA25 for $250 OFF! universal accounting, income statement, balance sheet, general ledger, gaap, accounting tutorial, bookkeeping, basic accounting, accounting introduction, networking events, grow con, financial accounting, networking, accounting for beginners, christi richards, closing entries, accounting stuff, double entry accounting, accounting 101, accounting basics, cash flow statement, ifrs, adjusting entries, growcon, accounting cycle, trial balance, accounting, debit credit, accounting equation, accounting explained, journal entries, accounting examples false full 110 ab07b258-c1f3-45bb-b573-c6c8d4844546 ๐Ÿ” Mapping the Customer Journey: Insights from Blake Grewal ๐ŸŒ https://www.customer-iq.co/ย 

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]]> Tue, 25 Feb 2025 13:29:47 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/mapping-the-customer-journey-insights-from-blake-grewal-BjTGdOcs ๐ŸŒ https://www.customer-iq.co/ย 

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]]> ๐Ÿ” Mapping the Customer Journey: Insights from Blake Grewal Insightful Accountant 00:30:58 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Blake Grewal, founder and CEO of Customer IQ, to discuss the power of customer journey mapping for service-based businesses. ๐Ÿ’ก What Youโ€™ll Learn: โœ”๏ธ The importance of visualizing the entire customer experience โœ”๏ธ How to identify feedback opportunities and optimize automation โœ”๏ธ The role of Google My Business in maximizing marketing efforts โœ”๏ธ Why tailored journey maps are essential for different customer segments โœ”๏ธ How to integrate technology strategically for business growth Blake shares practical tools for brainstorming and refining customer journeys, along with strategies for using customer reviews to drive engagement. Plus, learn how Customer IQ is offering free customer journey mapping consultations to help businesses level up their marketing strategies. ๐Ÿ“Œ Want to optimize your customer journey? Visit Customer IQ for a free consultation! In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Blake Grewal, founder and CEO of Customer IQ, to discuss the power of customer journey mapping for service-based businesses. ๐Ÿ’ก What Youโ€™ll Learn: โœ”๏ธ The importance of visualizing the entire customer experience โœ”๏ธ How to identify feedback opportunities and optimize automation โœ”๏ธ The role of Google My Business in maximizing marketing efforts โœ”๏ธ Why tailored journey maps are essential for different customer segments โœ”๏ธ How to integrate technology strategically for business growth Blake shares practical tools for brainstorming and refining customer journeys, along with strategies for using customer reviews to drive engagement. Plus, learn how Customer IQ is offering free customer journey mapping consultations to help businesses level up their marketing strategies. ๐Ÿ“Œ Want to optimize your customer journey? Visit Customer IQ for a free consultation! how to make a customer journey, insightful accountant, digital marketing, bookkeeper, customer journey mapping example, marketing, what is a customer journey, be insightful, customer jouney mapping, how to make a customer journey map, customer journey mapping digital marketing, customer journey mapping tutorial, businessgrowth, hubspot, customer journey mapping, accountant, customer journey mapping workshop, proadvisor, customer journey, customer journey map, customer journey mapping software false full 109 253f7f4d-831a-4038-a88c-ddb45d9e0aa3 ๐Ÿš€ HR Compliance & Risk Management for Accountants | Michelle LeBlanc ๐ŸŒ https://www.linkedin.com/in/michelleleblanc-hr/ย 

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]]> Thu, 20 Feb 2025 16:02:10 +0000 insightfulactnt@gmail.com (Michelle LeBlanc, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/hr-compliance-risk-management-for-accountants-michelle-leblanc-Cy64VOp1 ๐ŸŒ https://www.linkedin.com/in/michelleleblanc-hr/ย 

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]]> ๐Ÿš€ HR Compliance & Risk Management for Accountants | Michelle LeBlanc Michelle LeBlanc, Gary DeHart 00:21:26 In this insightful episode, host Gary DeHart sits down with HR expert Michelle LeBlanc to explore key HR strategies for accountants and professionals in regulated industries like finance, healthcare, and energy. ๐Ÿ’ผ๐Ÿ“Š ๐Ÿ”Ž Key Topics Covered: โœ… The importance of compliance in managing employees โœ… 1099 vs. W-2 classification โ€“ Avoid costly misclassification mistakes โœ… Best practices for certifications, training, and audits โœ… How accountants can advise clients on HR compliance โœ… Budgeting for training to mitigate risks Michelle emphasizes why HR compliance is a must for businesses and how accountants can play a key role in advising clients on employee classification, ongoing training, and insurance considerations. ๐Ÿ“‘ In this insightful episode, host Gary DeHart sits down with HR expert Michelle LeBlanc to explore key HR strategies for accountants and professionals in regulated industries like finance, healthcare, and energy. ๐Ÿ’ผ๐Ÿ“Š ๐Ÿ”Ž Key Topics Covered: โœ… The importance of compliance in managing employees โœ… 1099 vs. W-2 classification โ€“ Avoid costly misclassification mistakes โœ… Best practices for certifications, training, and audits โœ… How accountants can advise clients on HR compliance โœ… Budgeting for training to mitigate risks Michelle emphasizes why HR compliance is a must for businesses and how accountants can play a key role in advising clients on employee classification, ongoing training, and insurance considerations. ๐Ÿ“‘ coach advisor, gary dehart, insightful insight, insightful accountant, hr party of one, hris, michelle leblanc, dei, hippa, tax practice news, cybersecurty, intuitive accountant, hr tips, hr compliance, compliance training for hr, hr, be insightful, small business help, evolvedhrx, security compliance, osha, accountant, accounting, hr advisor, human resources false full 108 a88eb52e-6942-4e45-ac10-3ee0e5b461f1 The Future of Accounting: Roger Knecht on Bookkeeping, Tax Planning & CFO Services ๐ŸŒ https://www.linkedin.com/in/rogerknecht/ ย 

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]]> Mon, 10 Feb 2025 12:34:28 +0000 insightfulactnt@gmail.com (Roger Knecht, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/the-future-of-accounting-roger-knecht-on-bookkeeping-tax-planning-cfo-services-jK_BOuD3 ๐ŸŒ https://www.linkedin.com/in/rogerknecht/ ย 

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]]> The Future of Accounting: Roger Knecht on Bookkeeping, Tax Planning & CFO Services Roger Knecht, Gary DeHart 00:37:53 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Roger Knecht, president of Universal Accounting Center, to discuss key trends shaping the accounting industry. Roger shares his journey from headhunter to leading a top post-secondary institution for accounting professionals, now a comprehensive online education platform. ๐Ÿ”น Key Topics Covered: โœ… The three core accounting services: Bookkeeping, Tax Planning, and CFO Advisory โœ… The shift from tax preparation to advisory services โœ… Growing interest in Enrolled Agent (EA) certification vs. CPA โœ… The power of niche marketing for accountants โœ… Insights into Grow Con, an event for networking and industry insights In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Roger Knecht, president of Universal Accounting Center, to discuss key trends shaping the accounting industry. Roger shares his journey from headhunter to leading a top post-secondary institution for accounting professionals, now a comprehensive online education platform. ๐Ÿ”น Key Topics Covered: โœ… The three core accounting services: Bookkeeping, Tax Planning, and CFO Advisory โœ… The shift from tax preparation to advisory services โœ… Growing interest in Enrolled Agent (EA) certification vs. CPA โœ… The power of niche marketing for accountants โœ… Insights into Grow Con, an event for networking and industry insights income statement, balance sheet, roger knecht, general ledger, gaap, accounting tutorial, bookkeeping, basic accounting, accounting introduction, financial accounting, accounting for beginners, closing entries, accounting stuff, double entry accounting, accounting 101, accounting basics, cash flow statement, ifrs, adjusting entries, accounting cycle, trial balance, accounting, debit credit, accounting equation, accounting explained, journal entries, accounting examples false full 107 db1048e1-b92d-4d13-9589-73d29e50f35b ๐Ÿ”น Growing an Accounting Firm & Tech Tools for Bookkeepers with Sal Rezai ๐ŸŒ https://www.linkedin.com/in/accountingbysal/

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]]> Thu, 6 Feb 2025 15:36:29 +0000 insightfulactnt@gmail.com (Sal Rezai, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/growing-an-accounting-firm-tech-tools-for-bookkeepers-with-sal-rezai-QTZ90t3T ๐ŸŒ https://www.linkedin.com/in/accountingbysal/

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]]> ๐Ÿ”น Growing an Accounting Firm & Tech Tools for Bookkeepers with Sal Rezai Sal Rezai, Gary DeHart 00:36:56 In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Sal Rezai, founder of Accounting by Sal, about her journey in building a firm that serves service-based SMBs in the U.S. and Canada. Sal shares insights on: โœ… Common accounting software mistakes and how to fix them โœ… The shift to the Business Bookkeeping Academy for bookkeepers and CPAs โœ… Must-have tech tools for efficient accounting practices โœ… Client onboarding strategies and community-building initiatives ๐Ÿ“Œ Watch now and level up your accounting practice! In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Sal Rezai, founder of Accounting by Sal, about her journey in building a firm that serves service-based SMBs in the U.S. and Canada. Sal shares insights on: โœ… Common accounting software mistakes and how to fix them โœ… The shift to the Business Bookkeeping Academy for bookkeepers and CPAs โœ… Must-have tech tools for efficient accounting practices โœ… Client onboarding strategies and community-building initiatives ๐Ÿ“Œ Watch now and level up your accounting practice! accounting tech, financial management, bookkeeper, cpa, tech for accountants, accounting technology, xero, entepreneurship, smallbusinessowner, client onboarding, accountingsoftware, podcasts, accountingfirm, clinetbonboarding, businessgrowth, quickbooks, financialmanagement, accounting, accounting firm, bookkeepingandaccounting false full 106 9d69e8a1-ba48-4f29-b27a-41e6fbc3708a Embracing AI and Advisory Roles: Gary DeHart Talks Profit First with Debra Angilletta ๐ŸŒ https://www.linkedin.com/in/debraangilletta/ย 

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]]> Thu, 9 Jan 2025 05:15:14 +0000 insightfulactnt@gmail.com (Debra Angilletta, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/embracing-ai-and-advisory-roles-gary-dehart-talks-profit-first-with-debra-angilletta-repCx2qG ๐ŸŒ https://www.linkedin.com/in/debraangilletta/ย 

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]]> Embracing AI and Advisory Roles: Gary DeHart Talks Profit First with Debra Angilletta Debra Angilletta, Gary DeHart 00:34:28 Join host Gary DeHart in an insightful conversation with business advisor Debra Angilletta, renowned for implementing the Profit First system in over 300 companies. In this episode, they explore how AI is transforming the accounting industry by automating compliance tasks, freeing up professionals to focus on strategic advisory services. Deborah shares her unique "four-legged stool" approach, combining AI and innovative staffing solutions to drive business growth. Key topics include: โ˜‘๏ธ Shifting from compliance to advisory work. โ˜‘๏ธ Embracing AI to meet client demands for strategic guidance. โ˜‘๏ธ The benefits of outsourcing and diverse hiring practices. Discover actionable steps for accountants to elevate their services and stay ahead in a rapidly changing industry. Donโ€™t miss this essential discussion! Join host Gary DeHart in an insightful conversation with business advisor Debra Angilletta, renowned for implementing the Profit First system in over 300 companies. In this episode, they explore how AI is transforming the accounting industry by automating compliance tasks, freeing up professionals to focus on strategic advisory services. Deborah shares her unique "four-legged stool" approach, combining AI and innovative staffing solutions to drive business growth. Key topics include: โ˜‘๏ธ Shifting from compliance to advisory work. โ˜‘๏ธ Embracing AI to meet client demands for strategic guidance. โ˜‘๏ธ The benefits of outsourcing and diverse hiring practices. Discover actionable steps for accountants to elevate their services and stay ahead in a rapidly changing industry. Donโ€™t miss this essential discussion! ai, insightful accountant, debra, podcast, technology, insightfulaccountant, angilletta, advisory service false full 105 8f14e7e0-25b2-4c9e-b340-52ac8e396d8c Xero's Future Unveiled: AI, CAS, and Regional Expansion Plans for 2025 ๐Ÿš€ | Ben Richmond, EP. 104 Connect with Ben ๐Ÿ‘‰ https://www.linkedin.com/in/ben-richmond-ca-b8794220/

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]]> Fri, 20 Dec 2024 01:19:02 +0000 insightfulactnt@gmail.com (Ben Richmond, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/xeros-future-unveiled-ai-cas-and-regional-expansion-plans-for-2025-ben-richmond-ep-104-cJboXPQx Connect with Ben ๐Ÿ‘‰ https://www.linkedin.com/in/ben-richmond-ca-b8794220/

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]]> Xero's Future Unveiled: AI, CAS, and Regional Expansion Plans for 2025 ๐Ÿš€ | Ben Richmond, EP. 104 Ben Richmond, Gary DeHart 00:26:54 Join us as Ben Richmond, Xero's newly appointed Managing Director for North America, shares key updates and the future direction of Xero's platform during the Product Update and Strategy Discussion meeting. Highlights include: ๐Ÿ“Œ Xero's 'Three by Three' strategy targeting the US, Australia, and UK markets ๐Ÿ“Œ Launch of the full bank reconciliation feature for US and Canadian users ๐Ÿ“Œ Exciting new AI capabilities across the platform ๐Ÿ“Œ Partnerships with Gusto and Bill.com ๐Ÿ“Œ The growing importance of Client Advisory Services (CAS) for accountants ๐Ÿ“Œ Xero's increasing physical presence in North America ๐Ÿ“Œ Recognition as part of the Fortune Future 50 list Looking ahead to 2025, Xero aims to revolutionize bookkeeping, expand AI integration, and systemize CAS with a focus on educating users about AI in accounting. Connect with Ben ๐Ÿ‘‰ https://www.linkedin.com/in/ben-richmond-ca-b8794220/ Learn more about Xero ๐Ÿ‘‰ https://www.xero.com/ Join us as Ben Richmond, Xero's newly appointed Managing Director for North America, shares key updates and the future direction of Xero's platform during the Product Update and Strategy Discussion meeting. Highlights include: ๐Ÿ“Œ Xero's 'Three by Three' strategy targeting the US, Australia, and UK markets ๐Ÿ“Œ Launch of the full bank reconciliation feature for US and Canadian users ๐Ÿ“Œ Exciting new AI capabilities across the platform ๐Ÿ“Œ Partnerships with Gusto and Bill.com ๐Ÿ“Œ The growing importance of Client Advisory Services (CAS) for accountants ๐Ÿ“Œ Xero's increasing physical presence in North America ๐Ÿ“Œ Recognition as part of the Fortune Future 50 list Looking ahead to 2025, Xero aims to revolutionize bookkeeping, expand AI integration, and systemize CAS with a focus on educating users about AI in accounting. Connect with Ben ๐Ÿ‘‰ https://www.linkedin.com/in/ben-richmond-ca-b8794220/ Learn more about Xero ๐Ÿ‘‰ https://www.xero.com/ ai, gusto, accounting podcast, insightful accountant, accounting ai, bookkeeper, cpa, accounting insiders, accounting technology, bookkeeping, xero, podcast, nashville, accounting automation, bill.com, cloud accounting, xerocon, conference, certified public accountant, cpe, quickbooks, artificial intelligence, accountant, enrolled agent, accounting, proadvisor, ben richmond, coachella false full 104 954d92d3-39d8-4d6e-b58e-01255da98c3b Insights on Business Valuation and M&A with John Martinka ๐Ÿ”— https://www.linkedin.com/in/johnmartinka/

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๐Ÿ”— Check out our premium content on Insightful Accountant: The comprehensive membership program designed to educate and train ProAdvisors and Accountants like you to excel in today's ever-changing accounting landscape. - https://blog.insightfulaccountant.com/be-insightful-member

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]]> Mon, 2 Dec 2024 20:34:23 +0000 insightfulactnt@gmail.com (John Martinka, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/insights-on-business-valuation-and-ma-with-john-martinka-83mutg6w ๐Ÿ”— https://www.linkedin.com/in/johnmartinka/

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]]> Insights on Business Valuation and M&A with John Martinka John Martinka, Gary DeHart 00:30:55 In this episode of the Accounting Insiders podcast, Gary DeHart interviews John Martinka, co-founder of Nokomis Advisory Services, about key strategies for small businesses in the M&A sector. With 25 years of experience, John discusses charitable initiatives, business transactions in the lower middle market, and private equity trends. Learn actionable tips on: โœ… Improving business valuations with quality earnings reports and financial systems โœ… The role of fractional CFOs in scaling businesses โœ… How work-from-home trends affect company value โœ… Proactive accounting practices for client success ๐ŸŽ™๏ธ Watch now to explore expert insights for accountants and business advisors! In this episode of the Accounting Insiders podcast, Gary DeHart interviews John Martinka, co-founder of Nokomis Advisory Services, about key strategies for small businesses in the M&A sector. With 25 years of experience, John discusses charitable initiatives, business transactions in the lower middle market, and private equity trends. Learn actionable tips on: โœ… Improving business valuations with quality earnings reports and financial systems โœ… The role of fractional CFOs in scaling businesses โœ… How work-from-home trends affect company value โœ… Proactive accounting practices for client success ๐ŸŽ™๏ธ Watch now to explore expert insights for accountants and business advisors! personal growth, self improvement, online business, entrepreneurship, bookkeeper, client advisory services, bookkeeping, social media growth, cas, actualization, personal development, online marketing, client advisory, accountant, make money online, self mastery, mindset, motivation, spirituality false full 103 73a70d21-9e74-4b35-aacd-1abaef281d5d From Stay-at-Home Mom to Bookkeeping Expert: Margie Remmers Davis Shares Her Journey ๐Ÿ”— https://www.linkedin.com/in/margie-remmers/ ย 

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]]> Tue, 26 Nov 2024 18:24:44 +0000 insightfulactnt@gmail.com (Margie Remmers, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/from-stay-at-home-mom-to-bookkeeping-expert-margie-remmers-davis-shares-her-journey-_R2gm4rr ๐Ÿ”— https://www.linkedin.com/in/margie-remmers/ ย 

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]]> From Stay-at-Home Mom to Bookkeeping Expert: Margie Remmers Davis Shares Her Journey Margie Remmers, Gary DeHart 00:30:57 In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Margie Remmers Davis, CEO and founder of Akadian Accounting Education. Margie shares her inspiring journey from being a stay-at-home mom to becoming a successful bookkeeper and educator. She discusses the development of her training programs, including Crystal Clear Cash Flow and Fast and Easy QuickBooks Online, designed to support overworked CPAs and tax preparers. Discover how Margie is rebranding her business to Acadian and launching the Bookkeeping Accelerator Programโ€”a hands-on, on-demand training solution for bookkeepers and professionals. Learn about her collaboration with tax professionals to define the "perfect bookkeeper" and her plans for future growth. Stay tuned for actionable insights on bookkeeping education, professional development, and upcoming programs! In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Margie Remmers Davis, CEO and founder of Akadian Accounting Education. Margie shares her inspiring journey from being a stay-at-home mom to becoming a successful bookkeeper and educator. She discusses the development of her training programs, including Crystal Clear Cash Flow and Fast and Easy QuickBooks Online, designed to support overworked CPAs and tax preparers. Discover how Margie is rebranding her business to Acadian and launching the Bookkeeping Accelerator Programโ€”a hands-on, on-demand training solution for bookkeepers and professionals. Learn about her collaboration with tax professionals to define the "perfect bookkeeper" and her plans for future growth. Stay tuned for actionable insights on bookkeeping education, professional development, and upcoming programs! false full 102 45f77fc3-c878-4df4-bf47-341aba5576cc Innovating Tax Prep: StanfordTax CEO Dan Barinholtz on AI Solutions ๐Ÿค– ๐Ÿ”— https://www.linkedin.com/in/danberenholtz/ย 

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]]> Wed, 20 Nov 2024 19:45:31 +0000 insightfulactnt@gmail.com (Dan Berenholtz, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/innovating-tax-prep-stanford-tax-ceo-dan-barinholtz-on-ai-solutions-RPhbtJ2Z ๐Ÿ”— https://www.linkedin.com/in/danberenholtz/ย 

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]]> Innovating Tax Prep: StanfordTax CEO Dan Barinholtz on AI Solutions ๐Ÿค– Dan Berenholtz, Gary DeHart 00:21:05 In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of Stanford Taxโ€™s innovative solution. Discover how their AI-powered platform integrates with leading tax software to simplify client document submission and organization. While no major updates are slated for the upcoming tax season, Dan discusses the company's focus on refining existing features, investing in R&D, and future plans to expand industry presence through key 2025 events. In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of Stanford Taxโ€™s innovative solution. Discover how their AI-powered platform integrates with leading tax software to simplify client document submission and organization. While no major updates are slated for the upcoming tax season, Dan discusses the company's focus on refining existing features, investing in R&D, and future plans to expand industry presence through key 2025 events. ai innovations in tax industry, ai for small business taxes, future of tax prep with ai, improving tax accuracy with ai, streamlined tax processes using ai, machine learning in tax filing, ai tax automation tools, ai-driven tax compliance, tax season, tax software automation, tax preparation software with ai, ai-powered tax solutions, stanford tax, tax document management with ai, ai in tax preparation, artificial intelligence for accountants, tax software integrations with ai false full 101 761b310e-0057-465e-826f-2f06d3ec6a3d Transforming Accounting Workflows: Tommy Tsai on Coefficient's AI-Driven Spreadsheet Tools ๐Ÿ”— https://www.linkedin.com/in/tommytsai/ย 

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]]> Mon, 18 Nov 2024 19:28:46 +0000 insightfulactnt@gmail.com (Tommy Tsai, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/revolutionizing-accounting-workflows-tommy-tsai-on-coefficients-ai-driven-spreadsheet-tools-A0CbBzRI ๐Ÿ”— https://www.linkedin.com/in/tommytsai/ย 

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]]> Transforming Accounting Workflows: Tommy Tsai on Coefficient's AI-Driven Spreadsheet Tools Tommy Tsai, Gary DeHart 00:55:17 Join Gary DeHart as he interviews Tommy Tsai, co-founder of Coefficient, to explore how spreadsheets are evolving with modern technology. Tommy shares his journey in startups and software engineering before diving into Coefficient's innovative features. Discover how Coefficient integrates with over 70 systems, including QuickBooks and Salesforce, to automate workflows and deliver live insights directly in Google Sheets and Excel. Watch a live demo showcasing seamless QuickBooks imports, pre-built dashboards, and advanced tools like AI-powered Formula Builder and language translation powered by GPT. Learn about Coefficient's subscription options, robust security measures, and how accounting professionals can benefit from their referral program. Perfect for accountants looking to streamline data management and enhance client reporting! Join Gary DeHart as he interviews Tommy Tsai, co-founder of Coefficient, to explore how spreadsheets are evolving with modern technology. Tommy shares his journey in startups and software engineering before diving into Coefficient's innovative features. Discover how Coefficient integrates with over 70 systems, including QuickBooks and Salesforce, to automate workflows and deliver live insights directly in Google Sheets and Excel. Watch a live demo showcasing seamless QuickBooks imports, pre-built dashboards, and advanced tools like AI-powered Formula Builder and language translation powered by GPT. Learn about Coefficient's subscription options, robust security measures, and how accounting professionals can benefit from their referral program. Perfect for accountants looking to streamline data management and enhance client reporting! quickbooks online advanced tutorials, quickbooks online, quickbooks finance, finance, tax season, taxes, quickbooks online features, intuit, reports, quickbooks online training, spreadsheet sync, quickbooks data, training, spreadsheet integration, entrepreneur, building reports from data, how-to, quickbooks, small business, how to use the features of spreadsheet sync, building reports, quickbooks online tutorial, quickbooks online advanced how-to, excel, tutorial, quickbooks online advanced, coefficient false full 100 db87aeb3-dbf1-45df-8158-405d2189826c From Public Accounting to Fractional COO: Jen Hamilton on Strategy, Talent, and Success ๐Ÿ”— jen@hamiltoncoos.comย 

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]]> Fri, 15 Nov 2024 20:00:46 +0000 insightfulactnt@gmail.com (Jen Hamilton) https://accounting-insiders.simplecast.com/episodes/from-public-accounting-to-fractional-coo-jen-hamilton-on-strategy-talent-and-success-sX_dsze5 ๐Ÿ”— jen@hamiltoncoos.comย 

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๐Ÿ”— https://www.hamiltoncoos.com/ย 

๐Ÿ”— Check out our premium content on Insightful Accountant: The comprehensive membership program designed to educate and train ProAdvisors and Accountants like you to excel in today's ever-changing accounting landscape. - https://blog.insightfulaccountant.com/be-insightful-memberย 

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]]> From Public Accounting to Fractional COO: Jen Hamilton on Strategy, Talent, and Success Jen Hamilton 00:48:43 In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Jen Hamilton, CEO of Hamilton COOs, to explore her journey from public accounting to becoming a fractional COO. Jen dives into how she helps accounting firms execute business strategies, manage risks, and navigate challenges like recruiting and retaining top talent. Discover how smaller firms can capitalize on their unique culture and remote work options to attract employees, and get tips on finding the perfect executive assistant through trusted, accountable services. Jen also shares recommendations for must-read books like Simple Numbers and Traction, offering actionable advice for operational efficiency. Join Jen's monthly roundtables for CEOs and COOs to gain deeper insights, or contact her directly for executive assistant referrals and expert guidance. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Jen Hamilton, CEO of Hamilton COOs, to explore her journey from public accounting to becoming a fractional COO. Jen dives into how she helps accounting firms execute business strategies, manage risks, and navigate challenges like recruiting and retaining top talent. Discover how smaller firms can capitalize on their unique culture and remote work options to attract employees, and get tips on finding the perfect executive assistant through trusted, accountable services. Jen also shares recommendations for must-read books like Simple Numbers and Traction, offering actionable advice for operational efficiency. Join Jen's monthly roundtables for CEOs and COOs to gain deeper insights, or contact her directly for executive assistant referrals and expert guidance. understanding the role of a coo, operational responsibilities, bookkeeper, bookkeeping, ceo vs coo, what is a chief operating officer?, podcast, second in command, what does a chief operating office do?, ceo overlap of coo duties, day to day operations of a business, business strategy, remote work culture, accounting firms, chief operating office role?, accountant, accounting, hamilton coos, jen hamilton, is the role of a coo on the rise false full 99 485c3677-d00b-439b-b641-3963b581e82f The Booxkeeping Story: From Startup to National Bookkeeping Franchise with Max Emma ๐Ÿ”— https://www.linkedin.com/in/maxemma/ย 

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]]> Thu, 7 Nov 2024 21:02:34 +0000 insightfulactnt@gmail.com (Max Emma, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/the-booxkeeping-story-from-startup-to-national-bookkeeping-franchise-with-max-emma-g5TqrWjn ๐Ÿ”— https://www.linkedin.com/in/maxemma/ย 

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]]> The Booxkeeping Story: From Startup to National Bookkeeping Franchise with Max Emma Max Emma, Gary DeHart 00:27:38 Join host Gary DeHart in this insightful episode of the Accounting Insiders Podcast, where Max Emma, CEO of Booxkeeping, shares the inspiring journey of Booxkeepingโ€”from a local startup in 2011 to becoming the only bookkeeping franchise across the U.S., serving over 100 franchise brands. Emma dives into Booxkeepingโ€™s unique franchise model, designed to empower those transitioning from corporate roles to independent franchise owners. With a robust training program and supportive resources, Booxkeeping ensures new franchisees are set up for success with no upfront costs for initial consultations. The conversation also explores the advanced technology and high-level security measuresโ€”built with former CIA contractorsโ€”that make Booxkeeping a reliable and secure option for clients. Discover what it takes to be a Booxkeeping franchisee, and learn more about the importance of culture fit in this fast-growing franchise. For those interested in more details, visit Booxkeeping's website or connect with Max Emma at upcoming industry events! Join host Gary DeHart in this insightful episode of the Accounting Insiders Podcast, where Max Emma, CEO of Booxkeeping, shares the inspiring journey of Booxkeepingโ€”from a local startup in 2011 to becoming the only bookkeeping franchise across the U.S., serving over 100 franchise brands. Emma dives into Booxkeepingโ€™s unique franchise model, designed to empower those transitioning from corporate roles to independent franchise owners. With a robust training program and supportive resources, Booxkeeping ensures new franchisees are set up for success with no upfront costs for initial consultations. The conversation also explores the advanced technology and high-level security measuresโ€”built with former CIA contractorsโ€”that make Booxkeeping a reliable and secure option for clients. Discover what it takes to be a Booxkeeping franchisee, and learn more about the importance of culture fit in this fast-growing franchise. For those interested in more details, visit Booxkeeping's website or connect with Max Emma at upcoming industry events! bookkeeper duties, is bookkeeping important, bookkeeper, bookkeeper day in the life, bookkeeping, bookkeeper tasks, bookkeeper job duties, what is a bookkeepers job, bookkeeper job, bookkeeper first steps, bookkeeper job description, what is bookkeeping, bookkeeping jobbookkeeping job description, what does a bookkeeper do every day, what does a bookkeeper do, what is a bookkeeper job description, what does a bookkeeper do for a small business, day in the life of a bookkeeper false full 98 1ceafced-da90-4bda-b03d-c8d8b3535087 Tech Solutions for Small Tax Practices: Expert Insights with Christine Gervais ๐Ÿ”— https://www.cultivateconsulting.co/ย 

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]]> Wed, 30 Oct 2024 04:59:55 +0000 insightfulactnt@gmail.com (Christine Gervais, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/tech-solutions-for-small-tax-practices-expert-insights-with-christine-gervais-_QfeNOHT ๐Ÿ”— https://www.cultivateconsulting.co/ย 

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]]> Tech Solutions for Small Tax Practices: Expert Insights with Christine Gervais Christine Gervais, Gary DeHart 00:25:53 In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with CPA doctoral candidate Christine Gervais to address the biggest technology challenges facing small tax practices. Christine shares her expert knowledge on implementing essential tools like document management and practice management solutions, client portals, and more. With practical tips on integration, cybersecurity best practices (including multi-factor authentication), and a structured tech implementation process, this discussion is packed with actionable insights. Christine also unveils her strategy to adopt Stanford Tax software before tax season, highlighting the importance of goal-setting and tech evaluation. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with CPA doctoral candidate Christine Gervais to address the biggest technology challenges facing small tax practices. Christine shares her expert knowledge on implementing essential tools like document management and practice management solutions, client portals, and more. With practical tips on integration, cybersecurity best practices (including multi-factor authentication), and a structured tech implementation process, this discussion is packed with actionable insights. Christine also unveils her strategy to adopt Stanford Tax software before tax season, highlighting the importance of goal-setting and tech evaluation. tax practice management, accounting podcast, insightful accountant, cpa tech solutions, small tax practice technology, be insightful premium content, accounting technology for small firms, document management for tax practices, tax software implementation, cybersecurity for accountants false full 97 6a1a3673-5e68-405d-95cb-28bcc9784f36 Streamlining HR with AI: Insights for Accounting Firms with Michelle LeBlanc Connect with Michelle on LinkedIn or visit her website for more details!

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]]> Tue, 22 Oct 2024 20:14:19 +0000 insightfulactnt@gmail.com (Gary DeHart, Michelle LeBlanc) https://accounting-insiders.simplecast.com/episodes/streamlining-hr-with-ai-insights-for-accounting-firms-with-michelle-leblanc-AHpc2LjC Connect with Michelle on LinkedIn or visit her website for more details!

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]]> Streamlining HR with AI: Insights for Accounting Firms with Michelle LeBlanc Gary DeHart, Michelle LeBlanc 00:25:39 In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews HR expert Michelle LeBlanc, who specializes in providing outsourced HR services to small accounting firms. Michelle shares how AI tools like ChatGPT and Claude are transforming HR tasks, from writing emails and job descriptions to offer letters. She stresses the importance of reviewing AI-generated content for accuracy and dives into best practices for onboarding, payroll systems, and employee retention. Michelle also offers a free 30-minute consultation for personalized HR advice. Tune in for actionable tips on integrating HR into your accounting services! In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews HR expert Michelle LeBlanc, who specializes in providing outsourced HR services to small accounting firms. Michelle shares how AI tools like ChatGPT and Claude are transforming HR tasks, from writing emails and job descriptions to offer letters. She stresses the importance of reviewing AI-generated content for accuracy and dives into best practices for onboarding, payroll systems, and employee retention. Michelle also offers a free 30-minute consultation for personalized HR advice. Tune in for actionable tips on integrating HR into your accounting services! accounting firm job, how much do tax preparers make, tax job, irs, accounting ai, irs meme, us accounting salary, tax returns, cpa, chatgpt, michelle leblanc, accounting firm vlog, tax telegraf, podcast, cpa firm interview questions, accounting salary, big 4, accounting firm internship, cpa firm, accounting job, accounting firm, entry level accounting salary, how much do accountants make false full 96 3a0bcfb0-f13b-4579-a02c-a25eb7885eee Data-Driven Success for Accounting Firms with Blake Grewal CEO of Bold Growth ๐ŸŒ https://boldgrowth.co/

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]]> Wed, 9 Oct 2024 20:22:57 +0000 insightfulactnt@gmail.com (Blake Grewal, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/data-driven-success-for-accounting-firms-with-blake-grewal-ceo-of-bold-growth-8SBTT5Kq ๐ŸŒ https://boldgrowth.co/

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]]> Data-Driven Success for Accounting Firms with Blake Grewal CEO of Bold Growth Blake Grewal, Gary DeHart 00:31:56 In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Blake Grewal, founder of Bold Growth, to discuss how accounting firms can leverage data-driven decisions and customer journey mapping to improve client experiences and firm efficiency. Sponsored by Xero cloud accounting software, Blake breaks down key metrics like Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT), and shares insights on balancing automation with personal connection. Learn about Bold Growthโ€™s Customer Health Kit and their six-week transformation package designed for business owners. In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Blake Grewal, founder of Bold Growth, to discuss how accounting firms can leverage data-driven decisions and customer journey mapping to improve client experiences and firm efficiency. Sponsored by Xero cloud accounting software, Blake breaks down key metrics like Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT), and shares insights on balancing automation with personal connection. Learn about Bold Growthโ€™s Customer Health Kit and their six-week transformation package designed for business owners. business intelligence, customer experience, reporting, bookkeeper, analytics, bookkeeping, data-driven, bold growth, pivotal, linnworks, pivoting data, human resource, customer service, accountant, accounting, pivotal analytics, pivoting false full 95 b123fd15-fc8c-47eb-828f-c04f99528afa From Maternity Leave to Advisory Success: AL-Nesha Jones' Journey with ASE Group ๐ŸŒ https://www.asegroupoffices.comย 

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]]> Wed, 2 Oct 2024 19:59:12 +0000 insightfulactnt@gmail.com (Al-Nesha Jones, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/from-maternity-leave-to-advisory-success-al-nesha-jones-journey-with-ase-group-la5Qk9S7 ๐ŸŒ https://www.asegroupoffices.comย 

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]]> From Maternity Leave to Advisory Success: AL-Nesha Jones' Journey with ASE Group Al-Nesha Jones, Gary DeHart 00:52:14 In this insightful episode of the Accounting Insiders Podcast, host Gary DeHart interviews Al-Nesha Jones, CPA, MBA, founder of ASE Group. Starting her firm during maternity leave, Al-Nesha shares how ASE Group evolved from serving a broad client base to focusing on ideal clients in the tri-state area. With a 4-day workweek and a remote team, she highlights the shift from tax services to an advisory-centric model, utilizing the Intuit ecosystem and AI for efficiency. Learn about her client engagement strategies, marketing approaches, and how she navigates the hiring process for remote success. Plus, hear her plans for the Intuit Connect conference and AI workflow improvements. In this insightful episode of the Accounting Insiders Podcast, host Gary DeHart interviews Al-Nesha Jones, CPA, MBA, founder of ASE Group. Starting her firm during maternity leave, Al-Nesha shares how ASE Group evolved from serving a broad client base to focusing on ideal clients in the tri-state area. With a 4-day workweek and a remote team, she highlights the shift from tax services to an advisory-centric model, utilizing the Intuit ecosystem and AI for efficiency. Learn about her client engagement strategies, marketing approaches, and how she navigates the hiring process for remote success. Plus, hear her plans for the Intuit Connect conference and AI workflow improvements. ase group, tax, business, smooth accounting, inspiring women, education, portsmouth, finance, bookkeeping, social media, podcast, marketing, quick books, free, tips, camera phone, entrepreneur, video phone, pro advisor, sharing, accountants, quickbooks, accounting, proadvisor, motivation, video, money, upload, advice false full 94 dc616d90-7c3c-47fe-850f-928142413dc9 Marketing for Accountants: AI Tools & Content Strategies | Janel Sykora ๐ŸŒ https://cajabra.com/

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]]> Mon, 30 Sep 2024 20:46:14 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/marketing-for-accountants-ai-tools-content-strategies-janel-sykora-SgDD1fKY ๐ŸŒ https://cajabra.com/

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]]> Marketing for Accountants: AI Tools & Content Strategies | Janel Sykora Insightful Accountant 00:14:52 In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes Janel Sykora from Cajabra to explore the critical role of marketing for accountants. Discover why shifting small business owners' perceptions of accountants is essential, with: ๐Ÿ”Ž 84% of consumers expecting brands to create content and ๐Ÿ”Ž 50% of B2B buyers engaging after consuming several pieces of content. Janel highlights the power of AI tools like Chat GPT, Claude, and Google Gemini for content creation, emphasizing the importance of context and voice. Learn how to leverage AI to develop impactful blog and social media content. In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes Janel Sykora from Cajabra to explore the critical role of marketing for accountants. Discover why shifting small business owners' perceptions of accountants is essential, with: ๐Ÿ”Ž 84% of consumers expecting brands to create content and ๐Ÿ”Ž 50% of B2B buyers engaging after consuming several pieces of content. Janel highlights the power of AI tools like Chat GPT, Claude, and Google Gemini for content creation, emphasizing the importance of context and voice. Learn how to leverage AI to develop impactful blog and social media content. tax, business, smooth accounting, inspiring women, education, portsmouth, finance, bookkeeping, social media, podcast, marketing, janelsykora, accountingfirm, free, tips, janel sykora, camera phone, entrepreneur, video phone, sharing, accountants, accounting, cajabra, motivation, video, money, upload, advice false full 93 4a9f3e09-3eab-4aab-99f6-7407272abe57 Simplifying Financial Processes with Translucent ๐Ÿฆจ | Michael Wood ๐ŸŒ https://www.translucent.io/ย 

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]]> Mon, 23 Sep 2024 20:43:48 +0000 insightfulactnt@gmail.com (Michael Wood, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/transforming-financial-processes-with-translucent-michael-wood-de9j__IK ๐ŸŒ https://www.translucent.io/ย 

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]]> Simplifying Financial Processes with Translucent ๐Ÿฆจ | Michael Wood Michael Wood, Gary DeHart 00:10:25 In this exciting episode of the Xerocon Accounting Insiders Podcast, weโ€™re joined by Michael Wood, founder of Translucent, who shares how his latest venture is revolutionizing financial processes ๐Ÿงฉ. Discover how Translucent consolidates multiple Xero files into one seamless system, with features like cross-entity search, financial consolidations, and intercompany transactions ๐Ÿ“Š. Plus, hear about Michaelโ€™s unique journey from zoology to cloud accounting and meet Translucent's playful skunk mascot ๐Ÿฆจ! In this exciting episode of the Xerocon Accounting Insiders Podcast, weโ€™re joined by Michael Wood, founder of Translucent, who shares how his latest venture is revolutionizing financial processes ๐Ÿงฉ. Discover how Translucent consolidates multiple Xero files into one seamless system, with features like cross-entity search, financial consolidations, and intercompany transactions ๐Ÿ“Š. Plus, hear about Michaelโ€™s unique journey from zoology to cloud accounting and meet Translucent's playful skunk mascot ๐Ÿฆจ! quickbooks vs wave, accounting software for small business, accounting for small business, xero vs quickbooks, top 5 accounting software, best accounting software, freshbooks, accounting software, xero, podcast, best accounting software for small business, small business software, quickbooks vs freshbooks, small business accounting software, wave, small business accounting, online accounting software, quickbooks, list of accounting software, accounting, business accounting software false full 92 7725d435-ad27-41cb-9cb9-5caf41f9d6ed Streamline Your E-commerce Bookkeeping with MyWorks Software | Peter Leonard ๐ŸŒ https://myworks.software/ย 

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]]> Wed, 18 Sep 2024 18:53:04 +0000 insightfulactnt@gmail.com (Peter Leonard, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/streamline-your-e-commerce-bookkeeping-with-myworks-software-peter-leonard-rxrs4068 ๐ŸŒ https://myworks.software/ย 

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]]> Streamline Your E-commerce Bookkeeping with MyWorks Software | Peter Leonard Peter Leonard, Gary DeHart 00:29:28 In this episode of the Accounting Insiders Podcast, host Peter Leonard introduces MyWorks Software, an innovative tool designed to automate e-commerce bookkeeping for online businesses. Learn how MyWorks connects platforms like WooCommerce and Shopify with accounting systems such as QuickBooks and Xero, enabling automated sales, payments, reconciliation, and inventory tracking. Peter discusses how MyWorks saves time, reduces errors, and provides in-depth reporting. Discover the simple onboarding process, upcoming ERP integrations, and visit the MyWorks booth at Intuit Connect for live demos. Explore the MyWorks partner directory for more resources! In this episode of the Accounting Insiders Podcast, host Peter Leonard introduces MyWorks Software, an innovative tool designed to automate e-commerce bookkeeping for online businesses. Learn how MyWorks connects platforms like WooCommerce and Shopify with accounting systems such as QuickBooks and Xero, enabling automated sales, payments, reconciliation, and inventory tracking. Peter discusses how MyWorks saves time, reduces errors, and provides in-depth reporting. Discover the simple onboarding process, upcoming ERP integrations, and visit the MyWorks booth at Intuit Connect for live demos. Explore the MyWorks partner directory for more resources! ui flow, robotic process automation, step, platform, tasks, business, automated, microsoft, automate, manual, event, rpa, bookkeeping, templates, steps, ifttt, template, flow, myworks, if this then that, schedule, process, connectors, quickbooks integration, office.com, accounting tips, myworks software, business process, instant, automation, quickbooks, trigger, flows, microsoft flow, accounting, proadvisor, power, task, office, scheduled, action, connector, power automate, microsoft power automate false full 91 37ece6d8-2742-42f9-8d3e-4c79a912ae82 Exploring Bill 360 โ€“ Accounts Receivable Automation | Chris McDonald ๐Ÿ“ง chris.mcdonald@bill360.com

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]]> Mon, 16 Sep 2024 17:38:44 +0000 insightfulactnt@gmail.com (Christopher McDonald, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/exploring-bill-360-accounts-receivable-automation-chris-mcdonald-hr7Mvt0Q ๐Ÿ“ง chris.mcdonald@bill360.com

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]]> Exploring Bill 360 โ€“ Accounts Receivable Automation | Chris McDonald Christopher McDonald, Gary DeHart 00:08:17 In this episode of the Accounting Insiders Podcast, recorded live at Xerocon 2024 in Nashville, host Gary DeHart speaks with Christopher McDonald from Bill 360 about their accounts receivable automation tool designed for accountants. They discuss how Bill 360 simplifies B2B payments, accelerates client approvals, and includes features like custom reminders and payment processing. The conversation also touches on its competitive pricing model and opportunities for partnerships. Learn more about how Bill 360 is helping small and medium-sized businesses improve cash flow. In this episode of the Accounting Insiders Podcast, recorded live at Xerocon 2024 in Nashville, host Gary DeHart speaks with Christopher McDonald from Bill 360 about their accounts receivable automation tool designed for accountants. They discuss how Bill 360 simplifies B2B payments, accelerates client approvals, and includes features like custom reminders and payment processing. The conversation also touches on its competitive pricing model and opportunities for partnerships. Learn more about how Bill 360 is helping small and medium-sized businesses improve cash flow. ar duties, accounts receivable role, ar daily tasks, ar job description, accounts receivable specialist daily routine, ar, everyday work of accounts receivable specialist, duties of an accounts receivable specialist, bill360, daily jobs of accounts receivable specialist, daily routine of accounts receivable professional, daily tasks of an entry level ar specialist, proadvisor, accounts receivable daily job routine, accounts receivable, day in the life of accounts receivable false full 90 778596c9-30e3-44de-a5e6-cfe77861cfb4 Xerocon 2024: Win $5K with Be Insightful & Travel Tips from Gina Allard Connect with Gina ๐Ÿ‘‰ https://www.facebook.com/atravelspyย 

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]]> Thu, 12 Sep 2024 16:34:37 +0000 insightfulactnt@gmail.com (Gina Allard, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/xerocon-2024-win-5k-with-be-insightful-travel-tips-from-gina-allard-hocEzmLh Connect with Gina ๐Ÿ‘‰ https://www.facebook.com/atravelspyย 

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]]> Xerocon 2024: Win $5K with Be Insightful & Travel Tips from Gina Allard Gina Allard, Gary DeHart 00:09:28 In this episode of the Accounting Insiders Podcast, hosted by Gary DeHart, we preview Xerocon 2024 in Nashville, Tennessee, and the exciting Be Insightful premium content program. Subscribe to Be Insightful for a chance to win a $5,000 travel voucher! Travel expert Gina Allard joins us to share valuable tips on how to maximize a $5,000 travel budget, with recommendations for cruises, all-inclusive resorts, and insights into post-COVID recovery in the cruise industry. Discover top destinations like Alaska, the Mediterranean, Hawaii, and Cancun, Mexico, and learn how travel agents can enhance your experience with personalized recommendations and excursions. Donโ€™t miss this chance to learn more about the Be Insightful program and win big! Subscribe today for your chance to claim the $5,000 travel voucher. In this episode of the Accounting Insiders Podcast, hosted by Gary DeHart, we preview Xerocon 2024 in Nashville, Tennessee, and the exciting Be Insightful premium content program. Subscribe to Be Insightful for a chance to win a $5,000 travel voucher! Travel expert Gina Allard joins us to share valuable tips on how to maximize a $5,000 travel budget, with recommendations for cruises, all-inclusive resorts, and insights into post-COVID recovery in the cruise industry. Discover top destinations like Alaska, the Mediterranean, Hawaii, and Cancun, Mexico, and learn how travel agents can enhance your experience with personalized recommendations and excursions. Donโ€™t miss this chance to learn more about the Be Insightful program and win big! Subscribe today for your chance to claim the $5,000 travel voucher. travel internationally, travel tips for adapter converter, travel tips and hacks, international travel tips, how to travel, bookkeeper, travel tips for international trips, xerocon 2024, long flight, use credit card benefits international, travel tips, travel tips for foreign country, accountant, travel hacks 2024, travel tips 2024, rules for bring medicine to foreign country, travel tips by laurie, passport tips, international flight, travel tips for international flights false full 89 e24b373e-89d4-4f1f-a885-d9754deddc2f Offshoring in Accounting: Insights from Justin Roper of TOA Global at Xerocon 2024 Explore more about TOA Global and follow their founder, Nick Sinclair, for expert advice on leveraging offshore solutions. - https://www.linkedin.com/in/nicksinclair/

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]]> Wed, 11 Sep 2024 20:20:29 +0000 insightfulactnt@gmail.com (Justin Roper, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/offshoring-in-accounting-insights-from-justin-roper-of-toa-global-at-xerocon-2024-HVGkcjSm Explore more about TOA Global and follow their founder, Nick Sinclair, for expert advice on leveraging offshore solutions. - https://www.linkedin.com/in/nicksinclair/

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]]> Offshoring in Accounting: Insights from Justin Roper of TOA Global at Xerocon 2024 Justin Roper, Gary DeHart 00:10:18 In this episode of the Accounting Insiders Podcast at Xerocon 2024 in Nashville, Gary DeHart of Insightful Accountant speaks with Justin Roper, Director of New Business for TOA Global North America. They discuss the growing adoption of offshoring by accounting firms in the U.S. and Canada, the benefits of dedicated full-time offshore teams, and the challenges of onboarding remote staff. Justin provides valuable insights into TOA Globalโ€™s approach, specializing in offshoring accounting and finance roles from their operations in the Philippines. Learn about TOAโ€™s hybrid and remote work models, and the importance of selecting the right offshoring partner. In this episode of the Accounting Insiders Podcast at Xerocon 2024 in Nashville, Gary DeHart of Insightful Accountant speaks with Justin Roper, Director of New Business for TOA Global North America. They discuss the growing adoption of offshoring by accounting firms in the U.S. and Canada, the benefits of dedicated full-time offshore teams, and the challenges of onboarding remote staff. Justin provides valuable insights into TOA Globalโ€™s approach, specializing in offshoring accounting and finance roles from their operations in the Philippines. Learn about TOAโ€™s hybrid and remote work models, and the importance of selecting the right offshoring partner. outsourcing explained, daily logistics, outsourcing (industry), farshoring explained, accounting tutorial, outsourcing, outsourced, offshoring vs outsourcing, onshoring explained, bookkeeping, podcast, learn logistics, offshoring explained, offshoring and outsourcing, farshoring, onshoring, logistics and supply chain management, daily logistic, logistics management, nearshoring, nearshoring explained, offshoring, accounting explained false full 88 d5adf092-89d9-418b-85c8-b819b9b55c08 Streamlined Payments with Helcim & Xero | Joanna Wynn Connect with Joanna ๐Ÿ‘‰ https://www.linkedin.com/in/joannawynn/ย 

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]]> Mon, 9 Sep 2024 17:48:47 +0000 insightfulactnt@gmail.com (Joanna Wyn, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/streamlined-payments-with-helcim-xero-joanna-wynn-LZIfp1sF Connect with Joanna ๐Ÿ‘‰ https://www.linkedin.com/in/joannawynn/ย 

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]]> Streamlined Payments with Helcim & Xero | Joanna Wynn Joanna Wyn, Gary DeHart 00:07:59 In this episode of the Xerocon Accounting Insiders Podcast, host Gary DeHart interviews Joanna Winn from Helcim, a leading payments processor in Canada and the U.S. Learn how Helcim's integration with Xero simplifies invoice payments for accountants and bookkeepers, featuring affordable pricing, no hidden fees, and exceptional customer support. Joanna also introduces Helcim's ambassador program, easy onboarding process, and the company's plans to attend major events like QuickBooks Connect and Money 2020. In this episode of the Xerocon Accounting Insiders Podcast, host Gary DeHart interviews Joanna Winn from Helcim, a leading payments processor in Canada and the U.S. Learn how Helcim's integration with Xero simplifies invoice payments for accountants and bookkeepers, featuring affordable pricing, no hidden fees, and exceptional customer support. Joanna also introduces Helcim's ambassador program, easy onboarding process, and the company's plans to attend major events like QuickBooks Connect and Money 2020. income statement, balance sheet, general ledger, gaap, accounting tutorial, streamline payments, bookkeeping, basic accounting, podcast, accounting introduction, financial accounting, accounting for beginners, accounting stuff, double entry accounting, accounting 101, accounting basics, cash flow statement, adjusting entries, accounting cycle, trial balance, accounting, debit credit, accounting equation, helcim, accounting explained, journal entries, accounting examples false full 86 c388d322-1503-4efa-aa25-ef1fd30574a6 Goal Setting for Accountants: Practical Steps for Success | with Chris Panek Connect with Chris ๐Ÿ‘‰ https://www.linkedin.com/in/christinepanek/ย 

Website ๐Ÿ‘‰ www.FinancialAdventure.comย 

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]]> Mon, 9 Sep 2024 17:32:37 +0000 insightfulactnt@gmail.com (Gary DeHart, Chris Panek) https://accounting-insiders.simplecast.com/episodes/goal-setting-for-accountants-practical-steps-for-success-with-chris-panek-7YIZxFw0 Connect with Chris ๐Ÿ‘‰ https://www.linkedin.com/in/christinepanek/ย 

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]]> Goal Setting for Accountants: Practical Steps for Success | with Chris Panek Gary DeHart, Chris Panek 00:28:53 In this session, special guest Chris Panek shares valuable strategies for goal setting, specifically designed for professionals in high-stress accounting and CPA environments. Discover a four-step goal-setting process that promotes clarity and accountability, with tips on breaking down annual goals into manageable 30-day increments. Chris highlights eight essential goal categories, encouraging a focus on one goal per month and exploring practical solutions to overcome obstacles. Watch to learn how belief, accountability, and daily goal visibility can drive success both personally and professionally. Donโ€™t forget to download the handout to assess and track your own goals! In this session, special guest Chris Panek shares valuable strategies for goal setting, specifically designed for professionals in high-stress accounting and CPA environments. Discover a four-step goal-setting process that promotes clarity and accountability, with tips on breaking down annual goals into manageable 30-day increments. Chris highlights eight essential goal categories, encouraging a focus on one goal per month and exploring practical solutions to overcome obstacles. Watch to learn how belief, accountability, and daily goal visibility can drive success both personally and professionally. Donโ€™t forget to download the handout to assess and track your own goals! income statement, balance sheet, general ledger, gaap, accounting tutorial, bookkeeping, basic accounting, podcast, accounting introduction, financial accounting, accounting for beginners, closing entries, t account, accounting stuff, double entry accounting, accounting 101, accounting basics, cash flow statement, ifrs, adjusting entries, accounting cycle, trial balance, accounting, debit credit, accounting equation, accounting explained, journal entries, accounting examples false full 85 04718808-e260-455e-bfe9-e17a82cec4e6 ๐Ÿš€ Unveiling AI in Accounting: Xero's Game-Changing Strategy | James Bergin Connect with James ๐Ÿ‘‰ https://www.linkedin.com/in/jamesbergin/ย 

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]]> Thu, 5 Sep 2024 20:24:26 +0000 insightfulactnt@gmail.com (James Bergin, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/unveiling-ai-in-accounting-xeros-game-changing-strategy-james-bergin-o6OZTZO9 Connect with James ๐Ÿ‘‰ https://www.linkedin.com/in/jamesbergin/ย 

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]]> ๐Ÿš€ Unveiling AI in Accounting: Xero's Game-Changing Strategy | James Bergin James Bergin, Gary DeHart 00:08:44 ๐ŸŽ™๏ธ In this episode, James Bergin dives deep into the exciting future of AI in accounting, as seen through Xero's innovative strategies. Discover how Xero's threefold AI approach is transforming the accounting world by: ๐Ÿ’ก Automating tedious tasks ๐Ÿ“Š Delivering actionable insights ๐Ÿค– Introducing Jax, Xero's conversational assistant We explore how cloud technology scales AI, empowering accountants to provide smarter advisory services. Plus, learn about safe experimentation with AI while ensuring essential human accountability ๐Ÿ‘ฅ. Whether you're an accountant or just curious about AI's impact on the industry, this is a must-watch! ๐Ÿšจ ๐ŸŽ™๏ธ In this episode, James Bergin dives deep into the exciting future of AI in accounting, as seen through Xero's innovative strategies. Discover how Xero's threefold AI approach is transforming the accounting world by: ๐Ÿ’ก Automating tedious tasks ๐Ÿ“Š Delivering actionable insights ๐Ÿค– Introducing Jax, Xero's conversational assistant We explore how cloud technology scales AI, empowering accountants to provide smarter advisory services. Plus, learn about safe experimentation with AI while ensuring essential human accountability ๐Ÿ‘ฅ. Whether you're an accountant or just curious about AI's impact on the industry, this is a must-watch! ๐Ÿšจ accounting software for small business, how to use xero accounting software youtube, xero accounting software, how to use xero accounting, bookkeeper, accounting software, bookkeeping, xero, xero invoicing, stewart gauld, xerocon 2024, xero training nz, xerocon, what is xero, xero training, small business accounting, how to use xero accounting software, xero payroll, accountant, accounting, xero con, proadvisor, xero tutorial for beginners, how to use xero, xero tutorial false full 87 228c832e-ad18-4b3b-9980-df06554d9c3f Exploring Suitefiles with Daniel Rock: Revolutionizing Accounting Workspaces | Xerocon 2024 ๐Ÿ”— Connect with Daniel on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/danielrock/ย 

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]]> Thu, 29 Aug 2024 14:04:35 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/exploring-suitefiles-with-daniel-rock-revolutionizing-accounting-workspaces-xerocon-2024-R87hR9JI ๐Ÿ”— Connect with Daniel on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/danielrock/ย 

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]]> Exploring Suitefiles with Daniel Rock: Revolutionizing Accounting Workspaces | Xerocon 2024 Insightful Accountant 00:05:53 Join host Gary DeHart at Xerocon 2024 in Nashville as he interviews Daniel Rock, Chief Revenue Officer of Suitefiles, an integrated digital workspace designed for accounting firms. Discover how Sweet Fast is transforming document management, e-signatures, and client communication through its seamless integration with Xero and upcoming collaborations with HubSpot. Daniel shares the companyโ€™s journey, their expansion into the U.S. and Canada, and exciting new features that will enhance your practice management. Don't miss this insightful conversationโ€”reach out to Daniel for more on how Suitefiles can elevate your firm's operations! ๐Ÿš€๐Ÿ“‘โœจ Join host Gary DeHart at Xerocon 2024 in Nashville as he interviews Daniel Rock, Chief Revenue Officer of Suitefiles, an integrated digital workspace designed for accounting firms. Discover how Sweet Fast is transforming document management, e-signatures, and client communication through its seamless integration with Xero and upcoming collaborations with HubSpot. Daniel shares the companyโ€™s journey, their expansion into the U.S. and Canada, and exciting new features that will enhance your practice management. Don't miss this insightful conversationโ€”reach out to Daniel for more on how Suitefiles can elevate your firm's operations! ๐Ÿš€๐Ÿ“‘โœจ accounting software for small business, how to use xero accounting software youtube, xero accounting software, how to use xero accounting, bookkeeper, accounting software, bookkeeping, xero, xero invoicing, stewart gauld, xerocon 2024, xero training nz, xerocon, what is xero, xero training, small business accounting, how to use xero accounting software, xero payroll, accountant, accounting, xero con, proadvisor, xero tutorial for beginners, how to use xero, xero tutorial false full 84 244953cb-5e71-4ebe-ab0b-22f2c1bf7733 Xerocon 2024: Xero's Latest Platform Enhancements & Inventory Plus Feature | William Murphy ๐Ÿ”— Connect with Murph on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/william-murphy-07108821/ย 

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]]> Thu, 29 Aug 2024 14:04:01 +0000 insightfulactnt@gmail.com (Gary DeHart, William Murphy) https://accounting-insiders.simplecast.com/episodes/xerocon-2024-xeros-latest-platform-enhancements-inventory-plus-feature-william-murphy-PjluBsoU ๐Ÿ”— Connect with Murph on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/william-murphy-07108821/ย 

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]]> Xerocon 2024: Xero's Latest Platform Enhancements & Inventory Plus Feature | William Murphy Gary DeHart, William Murphy 00:11:08 In this episode from Xerocon 2024, host Gary DeHart and lead technical editor William "Murph" Murphy dive into the latest updates on Xero's platform. Xero is enhancing its services to be more insightful, powerful, and customizable, with significant advancements in core accounting, payroll, and payment features. Key highlights include: 1. Expanded bank feed capabilities, now linking to over 700 banks. 2. A new PDF bank statement import tool using AI for rapid data extraction in just 35 seconds. 3. Enhanced integrations with payroll providers like Gusto and Bill.com. 4.The launch of the Inventory Plus feature, boosting e-commerce capabilities and tax support. In this episode from Xerocon 2024, host Gary DeHart and lead technical editor William "Murph" Murphy dive into the latest updates on Xero's platform. Xero is enhancing its services to be more insightful, powerful, and customizable, with significant advancements in core accounting, payroll, and payment features. Key highlights include: 1. Expanded bank feed capabilities, now linking to over 700 banks. 2. A new PDF bank statement import tool using AI for rapid data extraction in just 35 seconds. 3. Enhanced integrations with payroll providers like Gusto and Bill.com. 4.The launch of the Inventory Plus feature, boosting e-commerce capabilities and tax support. accounting podcast, insightful accountant, accounting ai, bookkeeper, cpa, accounting insiders, accounting technology, bookkeeping, xero, podcast, nashville, accounting automation, cloud accounting, xerocon, conference, certified public accountant, cpe, quickbooks, artificial intelligence, accountant, enrolled agent, accounting, proadvisor, ben richmond, coachella false full 82 8bcc7cc1-c226-46b2-a6db-1b1c9aa6368a Essential HR Strategies for Small Businesses | Insights from Michelle LeBlanc & Gary DeHart ๐Ÿ”— Connect with Michelle on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/michelleleblanc-hr/ย 

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]]> Mon, 26 Aug 2024 20:54:37 +0000 insightfulactnt@gmail.com (Michelle LeBlanc, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/essential-hr-strategies-for-small-businesses-insights-from-michelle-leblanc-gary-dehart-SuKmvpfj ๐Ÿ”— Connect with Michelle on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/michelleleblanc-hr/ย 

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]]> Essential HR Strategies for Small Businesses | Insights from Michelle LeBlanc & Gary DeHart Michelle LeBlanc, Gary DeHart 00:34:51 Join Gary DeHart and HR expert Michelle LeBlanc as they dive into crucial HR strategies for small businesses! In this engaging Q&A session, Michelle recaps key insights from a previous HR meeting, highlights the difference between onboarding and orientation, and emphasizes the importance of structured onboarding plans supported by technology. ๐ŸŒŸ Discover polling results on onboarding challenges and learn about effective HR tools like QuickBooks, BambooHR, and Gusto. ๐Ÿ› ๏ธ From developing a robust onboarding process to exploring compatible HR software and implementing a buddy system, this session is packed with actionable tips to boost employee success and retention. ๐Ÿš€ Watch now to enhance your HR practices and streamline your small business operations! ๐Ÿ’ก๐Ÿ‘ฅ Join Gary DeHart and HR expert Michelle LeBlanc as they dive into crucial HR strategies for small businesses! In this engaging Q&A session, Michelle recaps key insights from a previous HR meeting, highlights the difference between onboarding and orientation, and emphasizes the importance of structured onboarding plans supported by technology. ๐ŸŒŸ Discover polling results on onboarding challenges and learn about effective HR tools like QuickBooks, BambooHR, and Gusto. ๐Ÿ› ๏ธ From developing a robust onboarding process to exploring compatible HR software and implementing a buddy system, this session is packed with actionable tips to boost employee success and retention. ๐Ÿš€ Watch now to enhance your HR practices and streamline your small business operations! ๐Ÿ’ก๐Ÿ‘ฅ what is human resource management animation, insightful accountant, human resource management, bookkeeper, bookkeeping, podcast, hrm, what is human resource management, hr, what is hrm, be insightful, human resource, accountant, accounting, accounting firm, bookkeeping firm, human resources, management false full 83 b8f479b2-69dd-4d4f-bb41-5230edccd46b Xerocon 2024: The 'Coachella for Accountants' | Insights from Ben Richmond Xerocon Nashville ๐Ÿ‘‰ https://www.xero.com/us/events/xerocon/nashville/ย 

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]]> Thu, 1 Aug 2024 18:24:56 +0000 insightfulactnt@gmail.com (Ben Richmond, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/xerocon-2024-the-coachella-for-accountants-insights-from-ben-richmond-e_bqTv5X Xerocon Nashville ๐Ÿ‘‰ https://www.xero.com/us/events/xerocon/nashville/ย 

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]]> Xerocon 2024: The 'Coachella for Accountants' | Insights from Ben Richmond Ben Richmond, Gary DeHart 00:19:23 Join us as we dive into the upcoming Xerocon with newly appointed Managing Director for North America, Ben Richmond. Described as the "Coachella for accountants," this event is set to attract a global audience and inspire the accounting community. Discover key topics such as AI, cybersecurity, and sustainability through various content tracks led by industry leaders and Xero's executives. Expect exciting product announcements related to AI and payment processes, enhancing user interaction with Xero software. Don't miss out on the numerous networking opportunities, the exhibitor hall showcasing app partners, and sessions tailored for various firm sizes. Pro tip: Pack comfortable shoes and consider bringing a cowboy hat! Subscribe for more updates and insights from the world of accounting. Join us as we dive into the upcoming Xerocon with newly appointed Managing Director for North America, Ben Richmond. Described as the "Coachella for accountants," this event is set to attract a global audience and inspire the accounting community. Discover key topics such as AI, cybersecurity, and sustainability through various content tracks led by industry leaders and Xero's executives. Expect exciting product announcements related to AI and payment processes, enhancing user interaction with Xero software. Don't miss out on the numerous networking opportunities, the exhibitor hall showcasing app partners, and sessions tailored for various firm sizes. Pro tip: Pack comfortable shoes and consider bringing a cowboy hat! Subscribe for more updates and insights from the world of accounting. accounting podcast, accounting ai, bookkeeper, cpa, accounting technology, bookkeeping, xero, podcast, nashville, accounting automation, cloud accounting, xerocon, conference, certified public accountant, cpe, quickbooks, artificial intelligence, accountant, enrolled agent, accounting, proadvisor, ben richmond, coachella false full 81 fc2e5193-cb39-439e-b406-c3e278b717aa Travel & Accounting Tips: Ginaโ€™s Rome Favorites & Exclusive Perks! | Gina Allard, Podcast Connect with Gina ๐Ÿ‘‰ https://www.facebook.com/atravelspyย 

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]]> Thu, 13 Jun 2024 16:15:09 +0000 insightfulactnt@gmail.com (Gina Allard, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/travel-accounting-tips-ginas-rome-favorites-exclusive-perks-gina-allard-podcast-MELxe99z Connect with Gina ๐Ÿ‘‰ https://www.facebook.com/atravelspyย 

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]]> Travel & Accounting Tips: Ginaโ€™s Rome Favorites & Exclusive Perks! | Gina Allard, Podcast Gina Allard, Gary DeHart 00:25:21 In the latest episode of the Accounting Insiders podcast, hosted by Gary DeHart and guest Gina Allard, discussed several key topics, focusing on the intersection of travel and accounting. Gina, based in Tucson, shared her experiences including her favorite meal in Rome and insights into current travel trends and bargains, highlighting cruises and all-inclusive resorts. She introduced the show's new premium content program and an exciting $5,000 travel voucher drawing. In addition, Gina emphasized the benefits of using a travel agent, noting personalized itineraries and exclusive perks through Virtuoso affiliation. She also shared suggestions for using the travel voucher, like trips to Costa Rica or escorted tours in Europe and announced her upcoming participation at the Scaling New Heights event to offer travel advice and information on the premium content program at the Insightful Accountant booth. Her action items included providing travel insights, explaining the benefits of travel agents, and participating in the event. In the latest episode of the Accounting Insiders podcast, hosted by Gary DeHart and guest Gina Allard, discussed several key topics, focusing on the intersection of travel and accounting. Gina, based in Tucson, shared her experiences including her favorite meal in Rome and insights into current travel trends and bargains, highlighting cruises and all-inclusive resorts. She introduced the show's new premium content program and an exciting $5,000 travel voucher drawing. In addition, Gina emphasized the benefits of using a travel agent, noting personalized itineraries and exclusive perks through Virtuoso affiliation. She also shared suggestions for using the travel voucher, like trips to Costa Rica or escorted tours in Europe and announced her upcoming participation at the Scaling New Heights event to offer travel advice and information on the premium content program at the Insightful Accountant booth. Her action items included providing travel insights, explaining the benefits of travel agents, and participating in the event. gary dehart, insightful accountant, allard, travel voucher, bookkeeper, accounting insiders, bookkeeping, europe, podcast, north america, accountingtips, scaling new heights 2024, accounting tips, atravelspy, podcasts, insightfulaccountant, snh 2024, accountant, travel, accounting, scaling new heights, gina false full 80 da84cec4-c567-48a5-9eaa-04e2dad0485e Insights from ADP's Accountant Connect | Dawn Brolin & Rhonda Shurter Podcast Connect with Dawn ๐Ÿ‘‰ https://www.linkedin.com/in/dawnbrolin/ย 

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]]> Thu, 16 May 2024 21:29:36 +0000 insightfulactnt@gmail.com (Dawn Brolin, Rhonda Shurter, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/insights-from-adps-accountant-connect-dawn-brolin-rhonda-shurter-podcast-esTj6OSN Connect with Dawn ๐Ÿ‘‰ https://www.linkedin.com/in/dawnbrolin/ย 

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]]> Insights from ADP's Accountant Connect | Dawn Brolin & Rhonda Shurter Podcast Dawn Brolin, Rhonda Shurter, Gary DeHart 00:54:19 The meeting delved into the Accounting Insiders podcast, hosted by Gary DeHart with guests Dawn Brolin and Rhonda Shurter from ADP. Rhonda, the Senior Director of Product Management at ADP, highlighted Accountant Connect features for industry trends and efficiency. Gary, Dawn and Rhonda discuss the opportunities available for accounting professionals to embrace advisory services and how ADP's Accountant Connect provides the tools to exponentially grow and advisory practice. The conversation centered on Rhonda's emphasis on standardizing processes for payroll and accounting software, aligning with ADP and QuickBooks. This approach aimed to offer insights, compliance monitoring, and growth support. Rhonda highlighted the importance of guiding clients towards preferred platforms like ADP to streamline operations and enhance data analysis. Mention was made of involvement in the Accounting Cornerstone Foundation, sponsoring underrepresented individuals for industry events to foster networking and professional growth. In concluding, the meeting underscored how ADP's tools cater to diverse accounting professionals, offering tailored solutions for business growth and learning. Discussions stressed the significance of platform standardization, client guidance, and involvement in industry initiatives for professional development. {name} expressed gratitude towards team members involved in sponsorships, emphasizing the transformative impact on professionals in the accounting community. Their commitment aims to positively influence lives within the industry through growth opportunities and connections beyond traditional settings. The meeting delved into the Accounting Insiders podcast, hosted by Gary DeHart with guests Dawn Brolin and Rhonda Shurter from ADP. Rhonda, the Senior Director of Product Management at ADP, highlighted Accountant Connect features for industry trends and efficiency. Gary, Dawn and Rhonda discuss the opportunities available for accounting professionals to embrace advisory services and how ADP's Accountant Connect provides the tools to exponentially grow and advisory practice. The conversation centered on Rhonda's emphasis on standardizing processes for payroll and accounting software, aligning with ADP and QuickBooks. This approach aimed to offer insights, compliance monitoring, and growth support. Rhonda highlighted the importance of guiding clients towards preferred platforms like ADP to streamline operations and enhance data analysis. Mention was made of involvement in the Accounting Cornerstone Foundation, sponsoring underrepresented individuals for industry events to foster networking and professional growth. In concluding, the meeting underscored how ADP's tools cater to diverse accounting professionals, offering tailored solutions for business growth and learning. Discussions stressed the significance of platform standardization, client guidance, and involvement in industry initiatives for professional development. {name} expressed gratitude towards team members involved in sponsorships, emphasizing the transformative impact on professionals in the accounting community. Their commitment aims to positively influence lives within the industry through growth opportunities and connections beyond traditional settings. accounting journal entries, bookkeeper, cpa, cloudaccounting, accounting software, accounting technology, bookkeeping, accountant aesthetic, podcast, rhonda shurter, upstream academy, payroll management, quickbooks proadvisor, accountant and finance, adp, cpe, quickbooks, artificial intelligence, accountant, payroll, accounting, proadvisor, accountant assistant, accounting firm, dawn brolin, payroll software, microsoft excel false full 79 fb4dd06a-82e8-41b8-ab56-b341a2dd93e2 Elevating Your Accounting Firm: Expert Insights with Upstream Academy's Jeremy Clopton Connect with Jeremy ๐Ÿ‘‰ https://www.linkedin.com/in/jeremyclopton/ย 

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]]> Wed, 3 Apr 2024 15:42:06 +0000 insightfulactnt@gmail.com (Jeremy Clopton, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/jeremy-clopton-4pBapZn3 Connect with Jeremy ๐Ÿ‘‰ https://www.linkedin.com/in/jeremyclopton/ย 

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]]> Elevating Your Accounting Firm: Expert Insights with Upstream Academy's Jeremy Clopton Jeremy Clopton, Gary DeHart 00:52:07 The meeting commenced with a discussion between Gary DeHart and Jeremy Clopton from Upstream Academy. Upstream specializes in consulting for successful accounting firms, focusing on leadership and vision strategy. They offer programs like the Emerging Leaders Academy and New Manager Academy to promote continuous growth and skill development among new partners and managers. Firms are shifting towards business-like structures to address talent shortages and improve service delivery based on client selection criteria. Jeremy Clopton mentioned the importance of work-life balance achieved through intentional actions daily and technology integration to optimize focus time. Upstream Academy's upcoming Headwaters Conference in Chicago on July 11th and 12th will feature speakers from Upstream and GRF CPAs discussing partner compensation. The conference presents an opportunity for attendees to engage with Jeremy Clopton and other industry experts in leadership and professional development. In conclusion, Gary thanked Jeremy Clopton for his time and invited him to contribute content through writing activities, symbolizing a mutually beneficial relationship. For further information on Upstream Academy's services or the insights shared during the meeting, individuals can reach out directly to Jeremy Clopton via their website or LinkedIn profile. The event promises valuable insights and networking prospects for those interested in advancing their professional development within the field. The meeting commenced with a discussion between Gary DeHart and Jeremy Clopton from Upstream Academy. Upstream specializes in consulting for successful accounting firms, focusing on leadership and vision strategy. They offer programs like the Emerging Leaders Academy and New Manager Academy to promote continuous growth and skill development among new partners and managers. Firms are shifting towards business-like structures to address talent shortages and improve service delivery based on client selection criteria. Jeremy Clopton mentioned the importance of work-life balance achieved through intentional actions daily and technology integration to optimize focus time. Upstream Academy's upcoming Headwaters Conference in Chicago on July 11th and 12th will feature speakers from Upstream and GRF CPAs discussing partner compensation. The conference presents an opportunity for attendees to engage with Jeremy Clopton and other industry experts in leadership and professional development. In conclusion, Gary thanked Jeremy Clopton for his time and invited him to contribute content through writing activities, symbolizing a mutually beneficial relationship. For further information on Upstream Academy's services or the insights shared during the meeting, individuals can reach out directly to Jeremy Clopton via their website or LinkedIn profile. The event promises valuable insights and networking prospects for those interested in advancing their professional development within the field. accounting journal entries, bookkeeper, cpa, cloudaccounting, accounting software, accounting technology, bookkeeping, accountant aesthetic, podcast, upstream academy, accountant salary, quickbooks proadvisor, cloud accounting, accountant and finance, accountant assistant responsibilities, bookkeeping services, cpe, accounting services, quickbooks, artificial intelligence, accountant, accounting, proadvisor, accountant assistant, accounting firm, accountant job interview, jeremy clopton, microsoft excel, accountant interview questions and answers false full 78 327e32bd-4be4-4972-a063-c84f4750dbc8 Empowering Accountants: Enhancing QuickBooks Online Analytics with Finatical Software | Chris Meyer Connect with Chris ๐Ÿ‘‰ on https://www.linkedin.com/in/cdwmeyer/ย 

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]]> Tue, 26 Mar 2024 20:31:31 +0000 insightfulactnt@gmail.com (Chris Meyer, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/empowering-accountants-enhancing-quickbooks-online-analytics-with-finatical-software-chris-meyer-mnNU5ijy Connect with Chris ๐Ÿ‘‰ on https://www.linkedin.com/in/cdwmeyer/ย 

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]]> Empowering Accountants: Enhancing QuickBooks Online Analytics with Finatical Software | Chris Meyer Chris Meyer, Gary DeHart 00:43:20 Gary DeHart hosted the Accounting Insiders podcast with Chris Meyer, CEO of Finatical Software. They discussed Chris's transition from accounting to software development and his focus on financial analytic solutions for QuickBooks Online users. Finatical Software, an Excel-based add-in, integrates seamlessly with QuickBooks Online for customized reports and detailed analysis in Excel, streamlining data processes with advanced features like multi-entity reporting and trend analysis. Users can begin exploring Finatical Software with a 14-day trial through their website or the Microsoft App Source store. The tool's user-friendly interface allows quick setup without extensive training, supported by resources like YouTube tutorials. Chris shared plans to present Finatical Software at events like the Scaling New Heights conference, aiming to expand their presence in the QuickBooks Online community, offering advanced analytical capabilities for client advisory services efficiently. Chris expressed gratitude towards Gary DeHart and Insightful Accountant for their support in navigating new technologies post-COVID. He highlighted the exciting advancements in the QuickBooks Online space globally and their commitment to positively contribute to the community's growth. The session was productive, showcasing Finatical Software's ability to empower practitioners with enhanced analytical capabilities, elevating client advisory services effectively. Finatical Software's App Academy ๐Ÿ‘‰ https://youtu.be/3TgrC11X7lc Gary DeHart hosted the Accounting Insiders podcast with Chris Meyer, CEO of Finatical Software. They discussed Chris's transition from accounting to software development and his focus on financial analytic solutions for QuickBooks Online users. Finatical Software, an Excel-based add-in, integrates seamlessly with QuickBooks Online for customized reports and detailed analysis in Excel, streamlining data processes with advanced features like multi-entity reporting and trend analysis. Users can begin exploring Finatical Software with a 14-day trial through their website or the Microsoft App Source store. The tool's user-friendly interface allows quick setup without extensive training, supported by resources like YouTube tutorials. Chris shared plans to present Finatical Software at events like the Scaling New Heights conference, aiming to expand their presence in the QuickBooks Online community, offering advanced analytical capabilities for client advisory services efficiently. Chris expressed gratitude towards Gary DeHart and Insightful Accountant for their support in navigating new technologies post-COVID. He highlighted the exciting advancements in the QuickBooks Online space globally and their commitment to positively contribute to the community's growth. The session was productive, showcasing Finatical Software's ability to empower practitioners with enhanced analytical capabilities, elevating client advisory services effectively. Finatical Software's App Academy ๐Ÿ‘‰ https://youtu.be/3TgrC11X7lc accounting journal entries, bookkeeper, cpa, cloudaccounting, accounting software, accounting technology, bookkeeping, accountant aesthetic, podcast, accountant salary, quickbooks proadvisor, podcasts, accountant and finance, accountant assistant responsibilities, cpe, quickbooks to excel, excel to quickbooks, quickbooks, artificial intelligence, accountant, accounting, chris meyer, accountant assistant, accountant job interview, microsoft excel, accountant interview questions and answers false full 77 4f44afb0-63a7-403e-8df1-e7d5456e521c Drake Software: Enhancing Customer Experience & Security Standards | John Witherspoon & Chris Sabby Connect with Chris on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/christopher-sabby-93b4a516/ย 

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]]> Thu, 21 Mar 2024 17:43:30 +0000 insightfulactnt@gmail.com (John Witherspoon, Chris Sabby, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/drake-software-enhancing-customer-experience-security-standards-john-witherspoon-chris-sabby-lfjRdHIi Connect with Chris on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/christopher-sabby-93b4a516/ย 

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]]> Drake Software: Enhancing Customer Experience & Security Standards | John Witherspoon & Chris Sabby John Witherspoon, Chris Sabby, Gary DeHart 00:37:34 The meeting led by Gary Dehart discussed Drake Software products with John Witherspoon and Chris Sabby. John manages Drake Portals, and Chris oversees Drake Pay, focusing on meeting customer needs and improving products based on feedback and collaboration with tech teams. Customer feedback is essential for Drake's product development, utilizing surveys, support data, and monitoring user behavior. John and Chris emphasized balancing internal resources effectively to meet customer demands. Amid COVID-19, a shift towards online tax products like portals was made to adapt to remote work challenges. Drake ensures robust security standards following NIST guidelines and compliance with regulations such as PCI DSS for data protection. Drake Software offers a suite of tools like Drake Tax for tax preparation and Drake Portals for e-signatures. The latest addition, Drake Pay, integrates payment facilitation within their ecosystem. The dialogue provided insights into product evolutions driven by customer feedback, focusing on continuous improvements over time to enhance user experience. The meeting led by Gary Dehart discussed Drake Software products with John Witherspoon and Chris Sabby. John manages Drake Portals, and Chris oversees Drake Pay, focusing on meeting customer needs and improving products based on feedback and collaboration with tech teams. Customer feedback is essential for Drake's product development, utilizing surveys, support data, and monitoring user behavior. John and Chris emphasized balancing internal resources effectively to meet customer demands. Amid COVID-19, a shift towards online tax products like portals was made to adapt to remote work challenges. Drake ensures robust security standards following NIST guidelines and compliance with regulations such as PCI DSS for data protection. Drake Software offers a suite of tools like Drake Tax for tax preparation and Drake Portals for e-signatures. The latest addition, Drake Pay, integrates payment facilitation within their ecosystem. The dialogue provided insights into product evolutions driven by customer feedback, focusing on continuous improvements over time to enhance user experience. accounting equation class 11, accounting journal entries, bookkeeper, cloudaccounting, bookkeeping, accountant aesthetic, accountant salary, accountant australia, accountant and finance, accountant assistant interview questions, accountant advice, accountant job training, accountant assistant responsibilities, accountant, accounting, accountant assistant, accountant job, accountant job interview, accountant blog, accountant work in office, accountant interview questions and answers false full 76 8d2c585d-6fb3-42c4-9545-50388f1ae1f6 Inspiring Bookkeeping Journey and Business Strategies Revealed! | Serah Blackstone-Fredericks Connect with Serah on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/serahbf/ย 

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]]> Tue, 19 Mar 2024 18:15:56 +0000 insightfulactnt@gmail.com (Serah Blackstone-Fredericks, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/inspiring-bookkeeping-journey-and-business-strategies-revealed-serah-blackstone-fredericks-vBCbfKI1 Connect with Serah on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/serahbf/ย 

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]]> Inspiring Bookkeeping Journey and Business Strategies Revealed! | Serah Blackstone-Fredericks Serah Blackstone-Fredericks, Gary DeHart 00:34:36 Serah Blackstone-Fredericks shares her journey into bookkeeping, initially aiding a friend with legal paperwork and later managing an office before establishing her bookkeeping business. Her multicultural upbringing cultivated her fluency in various languages, which she refined through practice and active recall methods. Gary DeHart explores Serah's challenges of clients undervaluing bookkeeping's significance and emphasizes good bookkeepers' role as strategic allies in business growth. Serah prefers fixed fees for her services, offering discounts for prepayment and requesting retainers upfront. Serah discloses a fraudulent credit card chargeback experience, leading her to cease credit card acceptance due to customers seemingly favored over merchants in disputes. She outlines disengagement procedures to conclude client relationships professionally and recommends periodic business evaluations for optimization. Emphasizing working on the business rather than just in it, she advocates networking and referrals for client acquisition through events and publications like real estate associations or chamber of commerce mixers. When asked for book recommendations by Gary, Serah cites "Essentialism" by Greg McKeown and "Atomic Habits" for personal and professional growth insights. Serah Blackstone-Fredericks shares her journey into bookkeeping, initially aiding a friend with legal paperwork and later managing an office before establishing her bookkeeping business. Her multicultural upbringing cultivated her fluency in various languages, which she refined through practice and active recall methods. Gary DeHart explores Serah's challenges of clients undervaluing bookkeeping's significance and emphasizes good bookkeepers' role as strategic allies in business growth. Serah prefers fixed fees for her services, offering discounts for prepayment and requesting retainers upfront. Serah discloses a fraudulent credit card chargeback experience, leading her to cease credit card acceptance due to customers seemingly favored over merchants in disputes. She outlines disengagement procedures to conclude client relationships professionally and recommends periodic business evaluations for optimization. Emphasizing working on the business rather than just in it, she advocates networking and referrals for client acquisition through events and publications like real estate associations or chamber of commerce mixers. When asked for book recommendations by Gary, Serah cites "Essentialism" by Greg McKeown and "Atomic Habits" for personal and professional growth insights. bookkeeper, cpa, cloudaccounting, bookkeepingservices, podcasts, accountant false full 75 02701c5b-5315-42c2-8efd-7341c9582903 A Conversation with Robin Hall on Family, Tech Trends, and Personalized Accounting Services Connect with Robin on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/varcsolutions/

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]]> Fri, 15 Mar 2024 19:36:36 +0000 insightfulactnt@gmail.com (Robin Hall, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/a-conversation-with-robin-hall-on-family-tech-trends-and-personalized-accounting-services-CO0ZGqRQ Connect with Robin on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/varcsolutions/

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]]> A Conversation with Robin Hall on Family, Tech Trends, and Personalized Accounting Services Robin Hall, Gary DeHart 00:42:24 Gary DeHart hosts the Accounting Insiders podcast and interviews Robin Hall, owner of VARC Solution. Robin's journey began by assisting a friend in launching a business while on bed rest, leading to the establishment of VARC Solutions over 25 years. Initially providing bookkeeping services, Robin transitioned to training clients in QuickBooks and developing solutions like Quickbase integration. Her focus lies in understanding client requirements to deliver tailored solutions and running partner programs for accountants to resell software products. Robin derives her company name, VARC Solutions, from her childrenโ€™s names - Victoria, Alexandra, Robin (herself), and Craig - emphasizing her family-driven motivation for success. The conversation expands to discuss evolving technology threats such as smishing and quishing, internal training initiatives like product schools at VARC Solutions, and strategic event approaches like Partner Palooza for VIP partners with limited vendor invitations for focused attention. The migration trends from desktop to online accounting systems are fueled by Intuit's messaging about the future, particularly affecting smaller businesses more than enterprise-level clients. Despite conversions prompted by fears of desktop versions' obsolescence, Robin notes that some clients choose to revert to desktop tools after encountering limitations with online platforms. She highlights the value she places on personalized service that caters to individual client needs, accommodating preferences for both desktop and online accounting systems. Overall, the discussion reveals Robin Hall's commitment to adapting to technological shifts while maintaining a personalized approach to meet her clients' distinct requirements effectively. Gary DeHart hosts the Accounting Insiders podcast and interviews Robin Hall, owner of VARC Solution. Robin's journey began by assisting a friend in launching a business while on bed rest, leading to the establishment of VARC Solutions over 25 years. Initially providing bookkeeping services, Robin transitioned to training clients in QuickBooks and developing solutions like Quickbase integration. Her focus lies in understanding client requirements to deliver tailored solutions and running partner programs for accountants to resell software products. Robin derives her company name, VARC Solutions, from her childrenโ€™s names - Victoria, Alexandra, Robin (herself), and Craig - emphasizing her family-driven motivation for success. The conversation expands to discuss evolving technology threats such as smishing and quishing, internal training initiatives like product schools at VARC Solutions, and strategic event approaches like Partner Palooza for VIP partners with limited vendor invitations for focused attention. The migration trends from desktop to online accounting systems are fueled by Intuit's messaging about the future, particularly affecting smaller businesses more than enterprise-level clients. Despite conversions prompted by fears of desktop versions' obsolescence, Robin notes that some clients choose to revert to desktop tools after encountering limitations with online platforms. She highlights the value she places on personalized service that caters to individual client needs, accommodating preferences for both desktop and online accounting systems. Overall, the discussion reveals Robin Hall's commitment to adapting to technological shifts while maintaining a personalized approach to meet her clients' distinct requirements effectively. varcsolutions, quickbooksdesktop, quickbooksonline, cloudaccounting, podcast, bookkeping, quickbooks, accountant, accountingservices false full 74 a51bdbaa-1571-42f4-a626-cf897487e6b5 Securing Accounting Firms During Busy Season: 5 Expert Tips | Roman Kepczyk Connect with Roman on LinkedIn ย ๐Ÿ‘‰ https://www.linkedin.com/in/romankepczyk/

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]]> Tue, 12 Mar 2024 17:17:36 +0000 insightfulactnt@gmail.com (Gary DeHart) https://accounting-insiders.simplecast.com/episodes/securing-accounting-firms-during-busy-season-5-expert-tips-roman-kepczyk-_d5NeMyc Connect with Roman on LinkedIn ย ๐Ÿ‘‰ https://www.linkedin.com/in/romankepczyk/

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]]> Securing Accounting Firms During Busy Season: 5 Expert Tips | Roman Kepczyk Gary DeHart 00:34:35 Roman Kepczyk, a CPA and director of firm technology strategy at Rightworks, discusses the importance of security in accounting firms. He highlights five tips for securing firms during busy season: 1) Continue education on security to stay vigilant against phishing emails; 2) Implement access controls with unique passwords and multifactor authentication; 3) Ensure secure collaboration with clients through encrypted portals or VPNs; 4) Maintain up-to-date security policies and cyber insurance coverage; and 5) Consider outsourcing IT to a professionally managed security infrastructure provider. Additionally, Roman shares his insights from the Consumer Electronics Show (CES), where he observed the increasing integration of artificial intelligence (AI) into hardware devices. Roman Kepczyk, a CPA and director of firm technology strategy at Rightworks, discusses the importance of security in accounting firms. He highlights five tips for securing firms during busy season: 1) Continue education on security to stay vigilant against phishing emails; 2) Implement access controls with unique passwords and multifactor authentication; 3) Ensure secure collaboration with clients through encrypted portals or VPNs; 4) Maintain up-to-date security policies and cyber insurance coverage; and 5) Consider outsourcing IT to a professionally managed security infrastructure provider. Additionally, Roman shares his insights from the Consumer Electronics Show (CES), where he observed the increasing integration of artificial intelligence (AI) into hardware devices. bookkeeper, cpa, cloudaccounting, it, accountant, informationtechnology, cybersecuirty false full 73 2f46253a-fd8e-458a-8681-75b8f1f0491e Exclusive Opportunities & Resources for Accountants and Professionals! | Chris Panek ๐ŸŒ Connect With Christine: Ready to embark on your Financial Adventure? Connect with me through the following channels:

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]]> Thu, 7 Mar 2024 21:00:14 +0000 insightfulactnt@gmail.com (Chris Panek, Christine Panek, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/exclusive-opportunities-resources-for-accountants-and-professionals-chris-panek-T5m_H79r ๐ŸŒ Connect With Christine: Ready to embark on your Financial Adventure? Connect with me through the following channels:

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]]> Exclusive Opportunities & Resources for Accountants and Professionals! | Chris Panek Chris Panek, Christine Panek, Gary DeHart 00:39:53 In this episode, Chris Panek, dive into some exciting opportunities and resources that she offer but might have missed mentioning during the podcast. As a Certified Public Accountant and Certified Coach, Chris is thrilled to extend her services beyond the airwaves to support you in your professional journey. ๐ŸŽ™๏ธ Speaking Engagements & Workshops: Are you part of a firm or CPA Society seeking enriching workshops or engaging speakers? Look no further! Chris offer tailored sessions designed to empower and educate professionals like you. For inquiries, reach out to Info@FinancialAdventure.com. ๐Ÿ๏ธ After-Tax Retreat for Accountants: Join Chris for an exclusive after-tax retreat tailored for accountants and tax preparers. This retreat isn't just about relaxationโ€”it's a strategic opportunity to reflect on your past tax season, identify areas for improvement, and chart a course towards your desired life and professional goals. Interested? Email Info@FinancialAdventure.com for more details. Chris Panek is a CPA and Certified Coach dedicated to guiding individuals through the intricacies of finance and career growth. Specializing in supporting high-stress professionals, my tailored programs, including one-on-one coaching and daily messaging, are designed to help you conquer challenges and reach your goals. Explore real success stories on my website to witness the transformative results my clients have experienced under my guidance. Exclusive Offer for Accounting Insiders: As a token of appreciation for tuning in, I'm offering a special bonus! Sign up for a 6-week coaching session and receive one month of the Balance DAILY Life Coaching program for free. Don't miss out on this opportunity to elevate your financial journey. Subscribe, like, and share this episode with your colleagues, and let's embark on this adventure together! ๐Ÿš€ In this episode, Chris Panek, dive into some exciting opportunities and resources that she offer but might have missed mentioning during the podcast. As a Certified Public Accountant and Certified Coach, Chris is thrilled to extend her services beyond the airwaves to support you in your professional journey. ๐ŸŽ™๏ธ Speaking Engagements & Workshops: Are you part of a firm or CPA Society seeking enriching workshops or engaging speakers? Look no further! Chris offer tailored sessions designed to empower and educate professionals like you. For inquiries, reach out to Info@FinancialAdventure.com. ๐Ÿ๏ธ After-Tax Retreat for Accountants: Join Chris for an exclusive after-tax retreat tailored for accountants and tax preparers. This retreat isn't just about relaxationโ€”it's a strategic opportunity to reflect on your past tax season, identify areas for improvement, and chart a course towards your desired life and professional goals. Interested? Email Info@FinancialAdventure.com for more details. Chris Panek is a CPA and Certified Coach dedicated to guiding individuals through the intricacies of finance and career growth. Specializing in supporting high-stress professionals, my tailored programs, including one-on-one coaching and daily messaging, are designed to help you conquer challenges and reach your goals. Explore real success stories on my website to witness the transformative results my clients have experienced under my guidance. Exclusive Offer for Accounting Insiders: As a token of appreciation for tuning in, I'm offering a special bonus! Sign up for a 6-week coaching session and receive one month of the Balance DAILY Life Coaching program for free. Don't miss out on this opportunity to elevate your financial journey. Subscribe, like, and share this episode with your colleagues, and let's embark on this adventure together! ๐Ÿš€ careergrowth, cpa, businesssuccess, bookkeeping, workshopsc, financialadventure, podcasts, balancedlife, coachingprogram, taxseason, accountant, proadvisor false full 72 23e5c00c-1e6d-4d86-a80f-7149970fb39a A CPA's Perspective on Accounting Technology & Future Challenges | Val Steed Visit www.zoho.com/cpa to learn more!ย 

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]]> Mon, 4 Mar 2024 19:31:25 +0000 insightfulactnt@gmail.com (Val Steed, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/a-cpas-perspective-on-accounting-technology-future-challenges-val-steed-VRYfEbDx Visit www.zoho.com/cpa to learn more!ย 

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]]> A CPA's Perspective on Accounting Technology & Future Challenges | Val Steed Val Steed, Gary DeHart 00:43:01 Val Steed is a CPA and accounting technology professional. Val has spent much of the last 35 years entrenched in accounting technology and has been the head of the accounting channel for Zoho for the last 5 years. Gary and Val take a deep dive into the Zoho products, why accounting professionals may want to consider it for their practice and/or their clients (here's a hint - low cost, high value, and a broad range of products). In additional to the discussion around Zoho, Val shares the top challenges and opportunities he see facing the profession in 2024 and beyond. Val Steed is a CPA and accounting technology professional. Val has spent much of the last 35 years entrenched in accounting technology and has been the head of the accounting channel for Zoho for the last 5 years. Gary and Val take a deep dive into the Zoho products, why accounting professionals may want to consider it for their practice and/or their clients (here's a hint - low cost, high value, and a broad range of products). In additional to the discussion around Zoho, Val shares the top challenges and opportunities he see facing the profession in 2024 and beyond. bookkeeper, cpa, clodaccounting, bookkeepingservices, podcasts, cpe, accountant, zoho, crm false full 71 6b999a3b-610e-43b0-b46f-13e5235765bd Unlocking Success: The Expert's Guide to Thriving in Tax Season | Randy Crabtree Visit www.tri-merit.com to learn more!
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]]> Wed, 28 Feb 2024 21:19:22 +0000 insightfulactnt@gmail.com (Randy Crabtree, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/unlocking-success-the-experts-guide-to-thriving-in-tax-season-randy-crabtree-h4NBLcMU Visit www.tri-merit.com to learn more!
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]]> Unlocking Success: The Expert's Guide to Thriving in Tax Season | Randy Crabtree Randy Crabtree, Gary DeHart 00:46:33 Gary and Randy have a timely, rapid-fire discussion regarding opportunities for tax professionals to grow their business around the U.S. Tax Code, including some specific keys to look for when preparing returns for business clients. Randy says "There is no badge of honor in burnout, so take care of yourself during tax season", which is one of his favorite topic of discussion and the core of what is taught at his conference, Bridging the Gap (www.btgconference.com) taking place in Rosemont, IL July 22-24. Gary and Randy have a timely, rapid-fire discussion regarding opportunities for tax professionals to grow their business around the U.S. Tax Code, including some specific keys to look for when preparing returns for business clients. Randy says "There is no badge of honor in burnout, so take care of yourself during tax season", which is one of his favorite topic of discussion and the core of what is taught at his conference, Bridging the Gap (www.btgconference.com) taking place in Rosemont, IL July 22-24. taxtalks, bookkeeper, cpa, cloudaccounting, bookkeepingservices, taxseason, accountant, taxcode false full 70 7b4459e0-a148-4908-880a-680d4fbb6e8f The Year of Change Management ft. Ignition & AI | Matthew Kanas Connect with Insightful Accountant!ย 

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]]> Mon, 26 Feb 2024 21:15:59 +0000 insightfulactnt@gmail.com (Matthew Kanas, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/the-year-of-change-management-ft-ignition-ai-matthew-kanas-48TDGpA5 Connect with Insightful Accountant!ย 

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]]> The Year of Change Management ft. Ignition & AI | Matthew Kanas Matthew Kanas, Gary DeHart 00:41:16 Ignition recently commissioned a survey of owners and principles from 100 accounting firms and the results were eye opening and set the stage for what Matt calls "The year of Change Management" for accounting firms. The top issues revealed in the survey are dealing with staffing shortages, dealing with manual processes and handling the abundance of work. The opportunities these challenges unveil can be dealt with, in large part, by Change Management. Gary and Matt discuss "The Year of Change Management" and the latest updates on Ignition and how firms can leverage Ai to help manage the change. Blog post link ๐Ÿ‘‰ https://www.ignitionapp.com/blog/accounting-in-2024-the-year-of-change-management Connect with Matthew on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/matthewkanas/ Ignition recently commissioned a survey of owners and principles from 100 accounting firms and the results were eye opening and set the stage for what Matt calls "The year of Change Management" for accounting firms. The top issues revealed in the survey are dealing with staffing shortages, dealing with manual processes and handling the abundance of work. The opportunities these challenges unveil can be dealt with, in large part, by Change Management. Gary and Matt discuss "The Year of Change Management" and the latest updates on Ignition and how firms can leverage Ai to help manage the change. Blog post link ๐Ÿ‘‰ https://www.ignitionapp.com/blog/accounting-in-2024-the-year-of-change-management Connect with Matthew on LinkedIn ๐Ÿ‘‰ https://www.linkedin.com/in/matthewkanas/ artificialintelligence, bookkeeper, cpa, cloudaccounting, ignition, bookkeepingservices, cpe, accountant false full 69 0e2030d7-c8b6-4d0b-852a-1c0d52e691fa Becoming Thought Leaders: Insights from Jeff Bartsch Connect with Jeff Bartsch on LinkedIn: https://t.ly/iaCDj

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]]> Wed, 21 Feb 2024 20:15:00 +0000 insightfulactnt@gmail.com (Jeff Bartsch, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/becoming-thought-leaders-insights-from-jeff-bartsch-tpLxZwXi Connect with Jeff Bartsch on LinkedIn: https://t.ly/iaCDj

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]]> Becoming Thought Leaders: Insights from Jeff Bartsch Jeff Bartsch, Gary DeHart 00:40:31 Gary and Jeff Bartsch, Founder of Story Greenlight, delve into the essence of being a "thought leader," highlighting why accounting professionals should embrace this role and the journey to attain it. They emphasize starting with the end goal in mind, echoing Stephen Covey's timeless advice, and stress the importance of grasping the true essence of a "story." Jeff, host of the podcast "Speaking of Numbers," also provides a valuable resource for listeners interested in kickstarting their narrative journey at www.storygreenlight.com/insiders. Gary and Jeff Bartsch, Founder of Story Greenlight, delve into the essence of being a "thought leader," highlighting why accounting professionals should embrace this role and the journey to attain it. They emphasize starting with the end goal in mind, echoing Stephen Covey's timeless advice, and stress the importance of grasping the true essence of a "story." Jeff, host of the podcast "Speaking of Numbers," also provides a valuable resource for listeners interested in kickstarting their narrative journey at www.storygreenlight.com/insiders. accountingcoach, bookkeeper, cloudaccounting, coaching, coa, bookkeepingservices, cpe, accountant, storytelling, enrolledagent false full 68 033c1ed5-35d9-43c2-b6ed-68e01649a6fc Tax Season: Year-Round Marketing Tips & Time Management Hacks for Accountants | Janel Sykora Connect with Insightful Accountantย 

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]]> Mon, 19 Feb 2024 20:48:16 +0000 insightfulactnt@gmail.com (Gary DeHart, Janel Sykora) https://accounting-insiders.simplecast.com/episodes/tax-season-year-round-marketing-tips-time-management-hacks-for-accountants-janel-sykora-unY2yTXx Connect with Insightful Accountantย 

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]]> Tax Season: Year-Round Marketing Tips & Time Management Hacks for Accountants | Janel Sykora Gary DeHart, Janel Sykora 00:40:02 Gary and Janel, Founder of Thought Leader Creative and the co-founder of Cajabra Marketing for Accountants, discuss the importance of year round marketing, taking advantage of tax season as a time to identify new business opportunities, the importance of your Google Business Profile and a couple of apps that can help accounting professionals "take their time back". Gary and Janel, Founder of Thought Leader Creative and the co-founder of Cajabra Marketing for Accountants, discuss the importance of year round marketing, taking advantage of tax season as a time to identify new business opportunities, the importance of your Google Business Profile and a couple of apps that can help accounting professionals "take their time back". bookkeeper, cpa, cloudaccounting, bookkeeping, podcast, cpe, googlebusiness, taxseason, accountant, accountingservices false full 67 76fa0783-ba71-4978-bf50-8bae2979124d Demystifying Digital Transformation: Key Components & Continuous Improvement | Kyle Turriff Connect with Insightful Accountantย 

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]]> Wed, 14 Feb 2024 18:58:11 +0000 insightfulactnt@gmail.com (Kyle Turriff, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/demystifying-digital-transformation-key-components-continuous-improvement-kyle-turriff-yV6IB1F6 Connect with Insightful Accountantย 

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]]> Demystifying Digital Transformation: Key Components & Continuous Improvement | Kyle Turriff Kyle Turriff, Gary DeHart 00:42:46 Join Gary and Kyle in this insightful episode as they delve into Kyle's recent LinkedIn post, "Demystifying Digital Transformation." They dissect the 5 crucial components essential for any company venturing into the realm of Digital Transformation. In this engaging conversation, Gary and Kyle explore the significance of leveraging technology for continuous improvement, shedding light on how RLB Digital is tackling common challenges faced by its customers in this rapidly evolving landscape. Additionally, they unveil an exciting event titled "Building Your Team and Tech," scheduled for February 22nd, from 9 AM to 12 PM Eastern Time. Webinar link - ( https://t.ly/vhq3j ) Don't miss out on this opportunity to gain invaluable insights and strategies for navigating the complexities of Digital Transformation. Tune in now to gain actionable tips and strategies for successfully embracing Digital Transformation in your organization! Join Gary and Kyle in this insightful episode as they delve into Kyle's recent LinkedIn post, "Demystifying Digital Transformation." They dissect the 5 crucial components essential for any company venturing into the realm of Digital Transformation. In this engaging conversation, Gary and Kyle explore the significance of leveraging technology for continuous improvement, shedding light on how RLB Digital is tackling common challenges faced by its customers in this rapidly evolving landscape. Additionally, they unveil an exciting event titled "Building Your Team and Tech," scheduled for February 22nd, from 9 AM to 12 PM Eastern Time. Webinar link - ( https://t.ly/vhq3j ) Don't miss out on this opportunity to gain invaluable insights and strategies for navigating the complexities of Digital Transformation. Tune in now to gain actionable tips and strategies for successfully embracing Digital Transformation in your organization! rlbdigital, digitaltransformation, bookkeeper, cpa, cloudaccounting, bookkeeping, podcast, technology, businessstrategy, innovationt, echevent, linkedin false full 66 040d2bc2-9957-4a04-9f81-c16b42dafd7a Exploring Xero's Latest Updates & Top Features | Ben Richmond Connect with Insightful Accountantย 

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]]> Mon, 12 Feb 2024 19:22:56 +0000 insightfulactnt@gmail.com (Gary DeHart, Ben Richmond) https://accounting-insiders.simplecast.com/episodes/exploring-xeros-latest-updates-top-features-ben-richmond-hgJqHa06 Connect with Insightful Accountantย 

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]]> Exploring Xero's Latest Updates & Top Features | Ben Richmond Gary DeHart, Ben Richmond 00:47:47 Welcome to our latest episode! Join Gary and Ben as they dive into the world of accounting and technology. In this engaging discussion, they cover everything from the most recent product updates to the importance of people in the industry. Here's what you can expect: 1. Product Updates: Stay in the loop with the latest developments from Xero. 2. People: Discover why the human element is crucial in accounting. 3. XeroCon Nashville: Get ready for an exciting event! Registration is now open for XeroCon Nashville. 4. Why Choose Xero: Learn why Xero is a top choice for accounting professionals. 5. Top Features: Explore the top 5 features of the Xero platform that accounting professionals can't get enough of. Tune in for valuable insights and practical tips to enhance your accounting journey. Don't miss out. Welcome to our latest episode! Join Gary and Ben as they dive into the world of accounting and technology. In this engaging discussion, they cover everything from the most recent product updates to the importance of people in the industry. Here's what you can expect: 1. Product Updates: Stay in the loop with the latest developments from Xero. 2. People: Discover why the human element is crucial in accounting. 3. XeroCon Nashville: Get ready for an exciting event! Registration is now open for XeroCon Nashville. 4. Why Choose Xero: Learn why Xero is a top choice for accounting professionals. 5. Top Features: Explore the top 5 features of the Xero platform that accounting professionals can't get enough of. Tune in for valuable insights and practical tips to enhance your accounting journey. Don't miss out. bookkeeper, cpa, cloudaccounting, xero, bookkeepingservices, accountantb, xerocon, accountingservices false full 65 3f9b9374-ad9c-4ffb-8cc2-8fbd3f94462f Tim Sines & Kaleb Buckner | How Firms Can Get To "Zero AR" Connect with Insightful Accountantย 

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]]> Tue, 6 Feb 2024 20:16:58 +0000 insightfulactnt@gmail.com (Tim Sines, Kaleb Buckner, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/zero-ar-V0llO0Tr Connect with Insightful Accountantย 

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]]> Tim Sines & Kaleb Buckner | How Firms Can Get To "Zero AR" Tim Sines, Kaleb Buckner, Gary DeHart 00:52:14 Gary DeHart and guests Tim Sines, CPA and Founder of Mango Practice Management and Kaleb Bruckner, Brand Director, ProfitSolv, discuss how firms can get to "Zero AR" by leveraging the right integrated tools that help deal with the talent shortage, capacity planning and drive overall firm improvements and growth. Gary DeHart and guests Tim Sines, CPA and Founder of Mango Practice Management and Kaleb Bruckner, Brand Director, ProfitSolv, discuss how firms can get to "Zero AR" by leveraging the right integrated tools that help deal with the talent shortage, capacity planning and drive overall firm improvements and growth. accountsreceivable, cpa, cloudaccounting, bookkeeping, podcasts, accountant, accountspayable false full 64 db5790bc-ab9d-4d68-8426-750fe9f18f7c Emily Fish | Trends in Financial Reporting Connect with Insightful Accountantย 

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]]> Wed, 31 Jan 2024 17:57:04 +0000 insightfulactnt@gmail.com (Emily Fish, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/emily-fish-trends-in-financial-reporting-bagllk6y Connect with Insightful Accountantย 

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]]> Emily Fish | Trends in Financial Reporting Emily Fish, Gary DeHart 00:25:05 Gary DeHart and Emily Fish, Director of Product Accounting for LeaseQuery, discuss Trends in Financial Reporting,. Changes in Lease Accounting Standards and how accounting professionals from bookkeepers to CPA's to business advisors can assist their clients in complying with these changes and develop a revenue stream from it. Gary DeHart and Emily Fish, Director of Product Accounting for LeaseQuery, discuss Trends in Financial Reporting,. Changes in Lease Accounting Standards and how accounting professionals from bookkeepers to CPA's to business advisors can assist their clients in complying with these changes and develop a revenue stream from it. financialreporting, cpa, cloudaccounting, bookkeeping, quickbooksproadvisor, podcasts, cpe, accountant, leasequery false full 63 b7a03788-f8ed-4877-b4a3-205902869084 Charles McKissick | Strategic Outsourcing for Business Growth and Exit Planning Connect with Insightful Accountantย 

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]]> Thu, 25 Jan 2024 15:18:12 +0000 insightfulactnt@gmail.com (Gary DeHart, Charles Mckissick) https://accounting-insiders.simplecast.com/episodes/charles-mckissick-strategic-outsourcing-for-business-growth-and-exit-planning-i7YNlDUP Connect with Insightful Accountantย 

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]]> Charles McKissick | Strategic Outsourcing for Business Growth and Exit Planning Gary DeHart, Charles Mckissick 00:34:26 Gary and Charles discuss how outsourcing can help firms grow, scale up during busy times and how it can be an effective part of an exit strategy for firm owners. Gary and Charles discuss how outsourcing can help firms grow, scale up during busy times and how it can be an effective part of an exit strategy for firm owners. outsourcing, bookkeeper, cpa, cloudaccounting, finance, finances, accountant false full 62 ac64d1cd-0823-4edf-81ba-548e1cd4ec32 Fady Hawatmeh | Leveraging Ai to Grow and Advisory Practice Connect with Insightful Accountant Website: http://insightfulaccountant.com/ย 

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]]> Mon, 22 Jan 2024 16:40:07 +0000 insightfulactnt@gmail.com (Fady Hawatmeh, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/fady-hawatmeh-leveraging-ai-to-grow-and-advisory-practice-HgkgEjzD Connect with Insightful Accountant Website: http://insightfulaccountant.com/ย 

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]]> Fady Hawatmeh | Leveraging Ai to Grow and Advisory Practice Fady Hawatmeh, Gary DeHart 00:31:47 Gary DeHart and Fady Hawatmeh, Founder & CEO of Clockwork.ai, discuss: 1. How accounting firms are leveraging Ai to grow their Financial Planning and Advisory business. 2. The types of Ai tools available and when to use them 3. the Clockwork.ai partner program - Clockwork Champions Partner Program. Visit www.clockwork.ai to learn more! Gary DeHart and Fady Hawatmeh, Founder & CEO of Clockwork.ai, discuss: 1. How accounting firms are leveraging Ai to grow their Financial Planning and Advisory business. 2. The types of Ai tools available and when to use them 3. the Clockwork.ai partner program - Clockwork Champions Partner Program. Visit www.clockwork.ai to learn more! ai, bookkeeper, cpa, cloudaccounting, bookkeeping, podcast, advisoryservices, accounting false full 61 f6b77848-35b0-48dc-a21d-2f968cba0c2f Darren Root | Ai In Accounting in 2024 Connect with Insightful Accountantย 

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]]> Fri, 5 Jan 2024 16:11:47 +0000 insightfulactnt@gmail.com (Darren Root, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/darren-root-ai-in-accounting-in-2024-y4AMRhqg Connect with Insightful Accountantย 

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]]> Darren Root | Ai In Accounting in 2024 Darren Root, Gary DeHart 00:35:39 Gary DeHart and Darren Root, Chief Strategy Officer, RightWorks discuss Ai in Accounting in 2024. They take a dive into the Products, New Skills needed, the future of the tech stack and how Ai can assist with the staffing shortages impacting the profession. VIsit https://www.rightworks.com/ to learn more! Darren Root - https://www.linkedin.com/in/darrenroot/ Gary DeHart and Darren Root, Chief Strategy Officer, RightWorks discuss Ai in Accounting in 2024. They take a dive into the Products, New Skills needed, the future of the tech stack and how Ai can assist with the staffing shortages impacting the profession. VIsit https://www.rightworks.com/ to learn more! Darren Root - https://www.linkedin.com/in/darrenroot/ ai, artificialintelligence, bookkeeper, cpa, bookkeeping, insightfulaccountant, taxpracticenews, rightworks, accountant, accounting, darrenroot false full 60 5936ebac-589f-412d-979f-146dc3601fdf Ben Richmond | Impact of Cash Flow on Small Businesses, Ep. 59 Visit https://www.xero.com/ to learn more!
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]]> Tue, 12 Dec 2023 20:55:36 +0000 insightfulactnt@gmail.com (Gary DeHart, Ben Richmond) https://accounting-insiders.simplecast.com/episodes/ben-richmond-impact-of-cash-flow-on-small-businesses-ep-59-4hTKRqtx Visit https://www.xero.com/ to learn more!
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]]> Ben Richmond | Impact of Cash Flow on Small Businesses, Ep. 59 Gary DeHart, Ben Richmond 00:48:43 In this insightful conversation, Gary sits down with Ben Richmond, Country Manager, US at Xero, to delve into the recent report on the profound impact of cash flow on small businesses. Watch as they discuss the challenges faced by small business owners due to higher inflation and rising interest rates, and discover the opportunities that lie ahead for "AB's" - Accountants and Bookkeepers. ๐Ÿ“Š Xero's State of the Industry Report ๐Ÿ“Š The report highlights key findings, revealing that 48% of small business owners have experienced the impact of inflation on their cash flow in the past six months. Looking forward, 44% anticipate similar challenges in the next six months. Short-term financial challenges, such as limited cash flow (40%) and a lack of reserves for unforeseen challenges (29%), topped the list. ๐Ÿ’ฐ Financial Consequences and Personal Well-being ๐Ÿ’ฐ Cash flow issues have led to significant consequences, with 45% of business owners unable to pay themselves and 22% struggling to pay bills. A staggering 58% believe these challenges have negatively impacted their personal well-being, manifesting as stress (84%), anxiety (79%), and sleepless nights (64%). ๐Ÿ”„ Strategies Deployed by SMB Owners ๐Ÿ”„ Discover the resilience of small business owners as they share the strategies employed to navigate financial challenges. From increasing prices (48%) and reducing overheads (43%) to cutting marketing spend (34%), these entrepreneurs are adapting to ensure their businesses thrive. ๐Ÿ“ˆ Dive into the insights and gain a deeper understanding of the current landscape for small businesses. Watch the discussion now and explore the full report on the impact of cash flow on small businesses by Xero. In this insightful conversation, Gary sits down with Ben Richmond, Country Manager, US at Xero, to delve into the recent report on the profound impact of cash flow on small businesses. Watch as they discuss the challenges faced by small business owners due to higher inflation and rising interest rates, and discover the opportunities that lie ahead for "AB's" - Accountants and Bookkeepers. ๐Ÿ“Š Xero's State of the Industry Report ๐Ÿ“Š The report highlights key findings, revealing that 48% of small business owners have experienced the impact of inflation on their cash flow in the past six months. Looking forward, 44% anticipate similar challenges in the next six months. Short-term financial challenges, such as limited cash flow (40%) and a lack of reserves for unforeseen challenges (29%), topped the list. ๐Ÿ’ฐ Financial Consequences and Personal Well-being ๐Ÿ’ฐ Cash flow issues have led to significant consequences, with 45% of business owners unable to pay themselves and 22% struggling to pay bills. A staggering 58% believe these challenges have negatively impacted their personal well-being, manifesting as stress (84%), anxiety (79%), and sleepless nights (64%). ๐Ÿ”„ Strategies Deployed by SMB Owners ๐Ÿ”„ Discover the resilience of small business owners as they share the strategies employed to navigate financial challenges. From increasing prices (48%) and reducing overheads (43%) to cutting marketing spend (34%), these entrepreneurs are adapting to ensure their businesses thrive. ๐Ÿ“ˆ Dive into the insights and gain a deeper understanding of the current landscape for small businesses. Watch the discussion now and explore the full report on the impact of cash flow on small businesses by Xero. cashflow, bookkeeper, cpa, xero, bookkeepingservices, cpe, accountant, proadvisor, accountingservices, smallbusniess false full 59 3e97cee8-9ef8-4896-94df-f72f0ba0e21f Will Hill | Making Tax Season Great Visit https://willhillconsults.com/ to learn more! - - -ย 

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]]> Will Hill | Making Tax Season Great Will Hill, Gary DeHart 00:35:46 Gary DeHart and Will Hill of WIll Hill Consults discuss "making tax season great" and how planning, communications and a solid workflow set you, your team and your clients up for a successful tax season. Gary DeHart and Will Hill of WIll Hill Consults discuss "making tax season great" and how planning, communications and a solid workflow set you, your team and your clients up for a successful tax season. cpa, bookkeeping, podcast, proadvisors, quickbooks, taxpracticenews, taxseason, accountant, taxservices, enrolledagent false full 58 6224d921-0966-42a5-a66c-5ae2147f88ee John Hewitt | Building Franchise Empires Connect with Insightful Accountantย 

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]]> Wed, 6 Dec 2023 21:09:39 +0000 insightfulactnt@gmail.com (John Hewitt, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/john-hewitt-building-franchise-empires-CFWpC1Z7 Connect with Insightful Accountantย 

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]]> John Hewitt | Building Franchise Empires John Hewitt, Gary DeHart 00:41:26 Gary DeHart hosted John Hewitt on the Accounting Insiders Podcast John founded Jackson Hewitt and sold it in 1997 when it had approximately 6,000 locations. The next year he started Liberty Tax and grew it to approximately 4,000 locations. He was named the IFAI Entrepreneur of the Year in 2005; Was named a Top 100 Most Influential person by Accounting Today for 12 years in a row and is the best selling author of iCompete, a book in which he shares his successes along with his failures and challenges in growing franchise organizations. Gary DeHart hosted John Hewitt on the Accounting Insiders Podcast John founded Jackson Hewitt and sold it in 1997 when it had approximately 6,000 locations. The next year he started Liberty Tax and grew it to approximately 4,000 locations. He was named the IFAI Entrepreneur of the Year in 2005; Was named a Top 100 Most Influential person by Accounting Today for 12 years in a row and is the best selling author of iCompete, a book in which he shares his successes along with his failures and challenges in growing franchise organizations. startups, cloudaccounting, bookkeeping, podcasts, quickbooks, accountinginsiders, accountant false full 57 40bd1bd4-4bd3-44fd-a386-79f1105bc40b Karen DePrizio | Exploring Cyber Crime and Insurance Connect with Insightful Accountantย 

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]]> Karen DePrizio | Exploring Cyber Crime and Insurance Karen DePrizio, Gary DeHart 00:37:29 Join us in this eye-opening episode, as we delve into the world of cyber crime and insurance with our esteemed guest, Karen DePrizio, Director of Marketing and Sales at the Herbert H Landy Insurance Agency, Inc. ๐Ÿ” Key Questions Discussed: 1. Understanding Cyber Crime: What is cyber crime, and who does it impact? 2. Essential Coverage: Who really needs cyber insurance, especially in today's digital age? 3. Decoding Cyber Tricks: Breaking down the different tricks cyber criminals use to fool us. 4. Unmasking Phishing: Whatโ€™s phishing, and why is it such a common threat? 5. Baiting in Cyber Crime: Exploring the workings of baiting in cyber attacks. 6. Ransomware Risks: How dangerous is malware, like ransomware, for businesses? 7. AI in Cyber Security: Examining how AI is changing the game in cyber security and insurance. 8. Real-life Cyber Scams: Karen shares a real-life example of a clever cyber scam and how it was executed. 9. Preventing Email Scams: Tips for businesses to avoid falling victim to compromised email scams. 10. Post-Cyber Attack: How does cyber insurance come to the rescue after a cyber attack? 11. Coverage After a Breach: What does cyber insurance typically cover in the event of a data breach? 12. Business Continuity: How does cyber insurance help with the costs of business interruptions and computer replacements? 13. Legal Aspects: Touching on the legal aspects of cyber insurance. ๐Ÿ‘‰ What to Expect: Learn more about cyber crime and insurance in our upcoming webinar. Essential knowledge and protection strategies will be discussed to help you outsmart cyber threats in the AI era. Join us in this eye-opening episode, as we delve into the world of cyber crime and insurance with our esteemed guest, Karen DePrizio, Director of Marketing and Sales at the Herbert H Landy Insurance Agency, Inc. ๐Ÿ” Key Questions Discussed: 1. Understanding Cyber Crime: What is cyber crime, and who does it impact? 2. Essential Coverage: Who really needs cyber insurance, especially in today's digital age? 3. Decoding Cyber Tricks: Breaking down the different tricks cyber criminals use to fool us. 4. Unmasking Phishing: Whatโ€™s phishing, and why is it such a common threat? 5. Baiting in Cyber Crime: Exploring the workings of baiting in cyber attacks. 6. Ransomware Risks: How dangerous is malware, like ransomware, for businesses? 7. AI in Cyber Security: Examining how AI is changing the game in cyber security and insurance. 8. Real-life Cyber Scams: Karen shares a real-life example of a clever cyber scam and how it was executed. 9. Preventing Email Scams: Tips for businesses to avoid falling victim to compromised email scams. 10. Post-Cyber Attack: How does cyber insurance come to the rescue after a cyber attack? 11. Coverage After a Breach: What does cyber insurance typically cover in the event of a data breach? 12. Business Continuity: How does cyber insurance help with the costs of business interruptions and computer replacements? 13. Legal Aspects: Touching on the legal aspects of cyber insurance. ๐Ÿ‘‰ What to Expect: Learn more about cyber crime and insurance in our upcoming webinar. Essential knowledge and protection strategies will be discussed to help you outsmart cyber threats in the AI era. bookkeeper, cpa, insurance, proadvisors, cybercrime, landyinsurance, accountant, taxservices, cybersecuirty false full 56 804ebece-b97a-4473-82f3-e261962dd1db Murph on Intuit's Announcements at QuickBooks Connect 2023 Connect with Insightful Accountant

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]]> Murph on Intuit's Announcements at QuickBooks Connect 2023 William Murphy, Gary DeHart 00:15:21 ๐ŸŽ™๏ธ Insider Insights: QuickBooks Connect 2023 Highlights & Announcements! ๐Ÿš€ Join William Murphy, Sr. Technical Editor of Insightful Accountant, in this special episode of the Accounting Insiders Podcast as he shares top takeaways from QuickBooks Connect 2023! ๐Ÿ“… ๐ŸŒ QuickBooks Ecosystem Enhancements: Get the scoop on major announcements from Intuit, straight from the heart of QuickBooks Connect. Discover the evolving landscape and how these changes will impact accounting professionals and businesses alike. ๐Ÿ“ˆ Revolutionizing QuickBooks Online Accountant: Learn about the game-changing QuickBooks Ledger functionality, a powerful tool incorporated into QuickBooks Online Accountant. Murph provides insights into how this feature benefits firms dealing with small clients and those without regular bookkeeping practices. ๐Ÿ“Š Trade Gecko Integration: Explore updates around Trade Gecko, now seamlessly integrated into QuickBooks Online and QuickBooks Online Advanced. Uncover how the addition of sales orders enhances inventory management and brings new tracking capabilities. โฑ๏ธ Time Tracking Transformation: Delve into the latest capabilities surrounding time tracking with QuickBooks Time. Discover how it's no longer a standalone app but an integrated part of QuickBooks Workforce, providing efficient time tracking against projects, jobs, and classes. ๐Ÿ’ผ Revamped ProAdvisor Program: The QuickBooks ProAdvisor program, now over 26 years old, is getting a major revamp! Gary and Murph discuss exciting changes, including improved benefits, enhanced services, and opportunities for earning recognition and discounts through product tie-ins. ๐Ÿ‘ฅ Inclusive Approach to Accounting Professionals: Learn about the inclusivity of QuickBooks Ledger and other features, catering not only to traditional accountants but also to individuals like accounting clerks. Discover the impact on the ProAdvisor community and how it's fostering camaraderie among accounting professionals. ๐Ÿ” Stay Tuned for In-Depth Coverage: Murph teases upcoming articles and detailed insights on each of these announcements. Keep an eye on Insightful Accountant's website and YouTube channel for more on-the-ground interviews and session highlights from QuickBooks Connect 2023. ๐Ÿ‘‰ Don't miss this exclusive episode covering the latest developments in the accounting world. Subscribe, like, and stay informed with the Accounting Insiders Podcast! ๐ŸŽง๐Ÿ’ป ๐ŸŽ™๏ธ Insider Insights: QuickBooks Connect 2023 Highlights & Announcements! ๐Ÿš€ Join William Murphy, Sr. Technical Editor of Insightful Accountant, in this special episode of the Accounting Insiders Podcast as he shares top takeaways from QuickBooks Connect 2023! ๐Ÿ“… ๐ŸŒ QuickBooks Ecosystem Enhancements: Get the scoop on major announcements from Intuit, straight from the heart of QuickBooks Connect. Discover the evolving landscape and how these changes will impact accounting professionals and businesses alike. ๐Ÿ“ˆ Revolutionizing QuickBooks Online Accountant: Learn about the game-changing QuickBooks Ledger functionality, a powerful tool incorporated into QuickBooks Online Accountant. Murph provides insights into how this feature benefits firms dealing with small clients and those without regular bookkeeping practices. ๐Ÿ“Š Trade Gecko Integration: Explore updates around Trade Gecko, now seamlessly integrated into QuickBooks Online and QuickBooks Online Advanced. Uncover how the addition of sales orders enhances inventory management and brings new tracking capabilities. โฑ๏ธ Time Tracking Transformation: Delve into the latest capabilities surrounding time tracking with QuickBooks Time. Discover how it's no longer a standalone app but an integrated part of QuickBooks Workforce, providing efficient time tracking against projects, jobs, and classes. ๐Ÿ’ผ Revamped ProAdvisor Program: The QuickBooks ProAdvisor program, now over 26 years old, is getting a major revamp! Gary and Murph discuss exciting changes, including improved benefits, enhanced services, and opportunities for earning recognition and discounts through product tie-ins. ๐Ÿ‘ฅ Inclusive Approach to Accounting Professionals: Learn about the inclusivity of QuickBooks Ledger and other features, catering not only to traditional accountants but also to individuals like accounting clerks. Discover the impact on the ProAdvisor community and how it's fostering camaraderie among accounting professionals. ๐Ÿ” Stay Tuned for In-Depth Coverage: Murph teases upcoming articles and detailed insights on each of these announcements. Keep an eye on Insightful Accountant's website and YouTube channel for more on-the-ground interviews and session highlights from QuickBooks Connect 2023. ๐Ÿ‘‰ Don't miss this exclusive episode covering the latest developments in the accounting world. Subscribe, like, and stay informed with the Accounting Insiders Podcast! ๐ŸŽง๐Ÿ’ป quickbooksonlineadvanced, quickbooksdesktop, bookkeeper, quickbooksonline, cloudaccounting, businesssuccess, quickbooksproadvisor, podcasts, quickbooks, quickbooksenterprise, accounting, quickbookshelp, qbconnect false full 55 332ea49d-f777-41aa-8531-bc7158cba5b4 Janel Sykora | What Is Brand and Where do you Start? Connect with Insightful Accountantย 

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]]> Wed, 1 Nov 2023 13:45:46 +0000 insightfulactnt@gmail.com (Janel Sykora, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/janel-sykora-what-is-brand-and-where-do-you-start-p50pmHSF Connect with Insightful Accountantย 

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]]> Janel Sykora | What Is Brand and Where do you Start? Janel Sykora, Gary DeHart 00:39:47 elcome to Tuesday Marketing Talks! In this episode, we delve deep into the world of branding and kickstart your journey to marketing success for accounting firms. Our guest speaker, Janel Sykora, a seasoned expert from Cajabra Marketing for Accountants, will unravel the mysteries of building and nurturing a brand identity. Whether you're part of a large accounting firm or a smaller practice, Janel's insights are tailored to help you thrive in the competitive world of accounting. During this 30-minute webinar, Janel will guide you through the essential elements of branding and provide you with actionable strategies that can be put into practice immediately. Don't miss out on the opportunity to stay up to date with the latest marketing trends and sharpen your firm's competitive edge. Subscribe to our channel and hit the notification bell so you never miss an episode of Tuesday Marketing Talks. Join us for this exciting session, and let's embark on the journey to marketing excellence in the world of accounting. See you there! elcome to Tuesday Marketing Talks! In this episode, we delve deep into the world of branding and kickstart your journey to marketing success for accounting firms. Our guest speaker, Janel Sykora, a seasoned expert from Cajabra Marketing for Accountants, will unravel the mysteries of building and nurturing a brand identity. Whether you're part of a large accounting firm or a smaller practice, Janel's insights are tailored to help you thrive in the competitive world of accounting. During this 30-minute webinar, Janel will guide you through the essential elements of branding and provide you with actionable strategies that can be put into practice immediately. Don't miss out on the opportunity to stay up to date with the latest marketing trends and sharpen your firm's competitive edge. Subscribe to our channel and hit the notification bell so you never miss an episode of Tuesday Marketing Talks. Join us for this exciting session, and let's embark on the journey to marketing excellence in the world of accounting. See you there! taxaccountant, bookkeeper, cpa, cloudaccounting, bookkeepingservices, smallbusiness, marketingstrategy, quickbooks, accountant, taxservices, accountingservices, brandmarketinga false full 54 782ab6ca-ffb9-41ea-8922-ca9464554e43 Adam Lean | Transforming Accounting: Bridging the Gap in Client Advisory Visit www.tinyurl.com/5n9ybs4w to learn more about The CFO Project

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]]> Mon, 25 Sep 2023 17:53:05 +0000 insightfulactnt@gmail.com (Adam Lean, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/adam-lean-transforming-accounting-bridging-the-gap-in-client-advisory-eLmY_lxI Visit www.tinyurl.com/5n9ybs4w to learn more about The CFO Project

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]]> Adam Lean | Transforming Accounting: Bridging the Gap in Client Advisory Adam Lean, Gary DeHart 00:41:37 Recorded on Sep 19 @ 4:15pm. Description - Adam Lean, CEO and Co-Founder of The CFO Project Adam and I will be discussing 1. Client advisory and the disconnect between client needs and accounting services. 2. The pace of advisory adoption and what is impacting it. 3. The minimum skills an accounting professional needs to deliver advisory services. Before we dive in, Adam, tell our audience a little about yourself and the CFO Project and why you started it Key topics - small businesses need advisors who know their business, but most accounting firms are still "after the fact" * What is the move to advisory not moving at a faster pace; what are the challenges for firms; for small businesses * What would you say are the key aspects of being a "CFO" for business clients * What is the minimum set of skills an accounting professional needs * What are the skills that differentiate an accountant vs. an advisor * Discuss in more detail what the cfo project offers to clients Recorded on Sep 19 @ 4:15pm. Description - Adam Lean, CEO and Co-Founder of The CFO Project Adam and I will be discussing 1. Client advisory and the disconnect between client needs and accounting services. 2. The pace of advisory adoption and what is impacting it. 3. The minimum skills an accounting professional needs to deliver advisory services. Before we dive in, Adam, tell our audience a little about yourself and the CFO Project and why you started it Key topics - small businesses need advisors who know their business, but most accounting firms are still "after the fact" * What is the move to advisory not moving at a faster pace; what are the challenges for firms; for small businesses * What would you say are the key aspects of being a "CFO" for business clients * What is the minimum set of skills an accounting professional needs * What are the skills that differentiate an accountant vs. an advisor * Discuss in more detail what the cfo project offers to clients bookkeeper, cpa, cfo, bookkeeping, xero, podcasts, clientadvisory, quickbooks, accountant, advisoryservices, accounting, proadvisor false full 53 09f5518b-cafb-4d5a-9e72-724674f165c7 Lisa McCarthy | Mastering Advisory Services and Cloud Migration Strategies Visit www.OutOfTheBoxTechnology.com to learn more!

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]]> Thu, 14 Sep 2023 20:06:05 +0000 insightfulactnt@gmail.com (Lisa McCarthy, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/lisa-mccarthy-mastering-advisory-services-and-cloud-migration-strategies-NQSe84n8 Visit www.OutOfTheBoxTechnology.com to learn more!

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]]> Lisa McCarthy | Mastering Advisory Services and Cloud Migration Strategies Lisa McCarthy, Gary DeHart 00:52:12 Gary DeHart, Publisher of Insightful Accountant and Lisa McCarthy, Co-Founder of Out of the Box Technology, discuss the opportunities available to firms for growing an advisory services practice and how they are positioned to fill the role of advisor. They also discuss the opportunities that are available for migrating clients from desktop applications to cloud based solutions (and, in some cases, from cloud to desktop), and the pitfalls to avoid. Gary DeHart, Publisher of Insightful Accountant and Lisa McCarthy, Co-Founder of Out of the Box Technology, discuss the opportunities available to firms for growing an advisory services practice and how they are positioned to fill the role of advisor. They also discuss the opportunities that are available for migrating clients from desktop applications to cloud based solutions (and, in some cases, from cloud to desktop), and the pitfalls to avoid. bookkeeper, cpa, cloudaccounting, xero, podcast, bookkeepingservices, outofthebox, quickbooks, taxpracticenews, accountant, accountingservices false full 52 d79ec8c3-7029-4d0c-86b0-3050e4e8b679 Janel Sykora | Marketing Drives Firm Growth Visit ThoughtLeaderCreative.com to learn more!

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]]> Wed, 13 Sep 2023 15:42:27 +0000 insightfulactnt@gmail.com (Janel Sykora, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/janel-sykora-marketing-drives-firm-growth-wxqWkP_W Visit ThoughtLeaderCreative.com to learn more!

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]]> Janel Sykora | Marketing Drives Firm Growth Janel Sykora, Gary DeHart 00:31:17 Gary DeHart, Publisher of Insightful Accountant, and Janel Sykora of Thought Leader Creative, discuss the importance of firms having a solid marketing plan and strategy and resources to implement the plan. They also discuss the launch of the marketing webinar series "Insightful Accountant Marketing Talks" the two companies are working on together to provide accounting professionals guidance and direction in building and executing a marketing plan and strategy. Gary DeHart, Publisher of Insightful Accountant, and Janel Sykora of Thought Leader Creative, discuss the importance of firms having a solid marketing plan and strategy and resources to implement the plan. They also discuss the launch of the marketing webinar series "Insightful Accountant Marketing Talks" the two companies are working on together to provide accounting professionals guidance and direction in building and executing a marketing plan and strategy. tax, bookkeeper, cpa, cloudaccounting, bookkeepingservicesa, xero, intuit, quickbooks, accountant, proadvisor, accountingservices false full 51 8cd450de-51f6-4682-af68-fa5a86c08d18 Roman Kepczyk | The Power of Cloud Solutions for Accounting Firms of All Sizes Learn more about Right Networks at www.rightnetworks.comย 

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]]> Tue, 12 Sep 2023 21:14:32 +0000 insightfulactnt@gmail.com (Roman Kepczyk, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/roman-kepczyk-the-power-of-cloud-solutions-for-accounting-firms-of-all-sizes-p0brs3A_ Learn more about Right Networks at www.rightnetworks.comย 

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]]> Roman Kepczyk | The Power of Cloud Solutions for Accounting Firms of All Sizes Roman Kepczyk, Gary DeHart 00:42:24 Gary DeHart and Roman Kepczyk, CPA, discuss the importance and advantages of hosted/remote/cloud based solutions for accounting firms of all sizes. Technology and workflow are critical to a successful firm, and the broad adoption of cloud technology gives firms a tremendous amount of flexibility and access to solutions that were not available just a few years ago. Listen in as they share how firms can handle data security (Multi-factor authentication, complex passwords, etc.), benefit from fixed maintenance cost and application updates and the backup/disaster recovery benefits of cloud systems which allows firms to focus on being accountants rather than IT people. Gary DeHart and Roman Kepczyk, CPA, discuss the importance and advantages of hosted/remote/cloud based solutions for accounting firms of all sizes. Technology and workflow are critical to a successful firm, and the broad adoption of cloud technology gives firms a tremendous amount of flexibility and access to solutions that were not available just a few years ago. Listen in as they share how firms can handle data security (Multi-factor authentication, complex passwords, etc.), benefit from fixed maintenance cost and application updates and the backup/disaster recovery benefits of cloud systems which allows firms to focus on being accountants rather than IT people. tax, bookkeeper, cpa, cloudaccounting, bookkeeping, xero, quickbooks, taxpracticenews, accountant, accounting false full 50 c01a8187-0ce3-4049-886e-7ab6fd54d979 John Roman | Digital Transformation Journey Learn more about The Bonadio Group at www.Bonadio.com

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]]> Fri, 8 Sep 2023 20:19:23 +0000 insightfulactnt@gmail.com (John Roman, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/john-roman-digital-transformation-journey-ep-49-2MUWnu97 Learn more about The Bonadio Group at www.Bonadio.com

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]]> John Roman | Digital Transformation Journey John Roman, Gary DeHart 00:33:15 Gary DeHart and John Roman, CIO - The Bonadio Group - Discuss the "Digital Transformation Journey" that accounting firms of all sizes are, and have been, undergoing with the rapid escalation of adoption of cloud technology for firms. In this podcast, the two discuss the challenges and considerations that firms face when identifying and implementing new technology. He emphasized the benefits of cloud computing, such as flexibility, accessibility, and cost-effectiveness, and advised starting with the business requirements to select the best application for serving clients. The also discussed * The process of identifying and implementing new technology in accounting firms. They emphasized the importance of gathering requirements, seeking input from employees, leveraging external resources, and providing training to overcome resistance to change. * The benefits of using voice-to-text technology and how it has become indispensable once people start using it regularly. They also talked about the involvement of tech vendors in providing training for their technologies and the importance of taking breaks from technology to avoid burnout. * The technology stack at Bonadio, with John mentioning that they use around 50 different types of applications. They also talked about the importance of prioritization, support from firm leadership, and how client needs often dictate the technology implemented. * The recommended IT budget for small, medium, and large firms, which is typically four and a half to seven percent of overall revenue. They also mentioned that there are various resources available online to help build a good onboarding playbook and start a digital transformation journey. Gary DeHart and John Roman, CIO - The Bonadio Group - Discuss the "Digital Transformation Journey" that accounting firms of all sizes are, and have been, undergoing with the rapid escalation of adoption of cloud technology for firms. In this podcast, the two discuss the challenges and considerations that firms face when identifying and implementing new technology. He emphasized the benefits of cloud computing, such as flexibility, accessibility, and cost-effectiveness, and advised starting with the business requirements to select the best application for serving clients. The also discussed * The process of identifying and implementing new technology in accounting firms. They emphasized the importance of gathering requirements, seeking input from employees, leveraging external resources, and providing training to overcome resistance to change. * The benefits of using voice-to-text technology and how it has become indispensable once people start using it regularly. They also talked about the involvement of tech vendors in providing training for their technologies and the importance of taking breaks from technology to avoid burnout. * The technology stack at Bonadio, with John mentioning that they use around 50 different types of applications. They also talked about the importance of prioritization, support from firm leadership, and how client needs often dictate the technology implemented. * The recommended IT budget for small, medium, and large firms, which is typically four and a half to seven percent of overall revenue. They also mentioned that there are various resources available online to help build a good onboarding playbook and start a digital transformation journey. bookkeeper, cpa, bookkeeping, thebonadiogroup, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting false full 49 ad9d244d-9423-429e-8ae8-4c90f0fec43e Judie McCarthy | Mastering Growth in Accounting Connect with Insightful Accountantย 

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]]> Thu, 24 Aug 2023 20:26:41 +0000 insightfulactnt@gmail.com (Judie McCarthy, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/judie-mccarthy-mastering-growth-in-accounting-_RWsStHh Connect with Insightful Accountantย 

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]]> Judie McCarthy | Mastering Growth in Accounting Judie McCarthy, Gary DeHart 00:28:29 Gary DeHart, Publisher - Insightful Accountant and Judie McCarthy, Co-Founder, Client Hub, discuss how good client communications, workflow automations and processes are key to growing and scaling an accounting practice. They also discuss how AI is impacting firms and the software solutions they use. Visit www.ClientHub.com to learn more Gary DeHart, Publisher - Insightful Accountant and Judie McCarthy, Co-Founder, Client Hub, discuss how good client communications, workflow automations and processes are key to growing and scaling an accounting practice. They also discuss how AI is impacting firms and the software solutions they use. Visit www.ClientHub.com to learn more workflow, aifinance, bookkeeper, bookkeeping, xero, clientcommunication, clienthub, quickbooks, accountant, payroll, accounting false full 48 ffb14fb9-2997-4192-a4f6-ff9b9fd03e49 Nancy McClelland | A Unique Practice & Finding Your Ideal Teammates Connect with Insightful Accountantย 

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]]> Fri, 4 Aug 2023 20:14:01 +0000 insightfulactnt@gmail.com (Nancy McClelland, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/nancy-mcclelland-a-unique-practice-finding-your-ideal-teammates-58BRPHmE Connect with Insightful Accountantย 

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]]> Nancy McClelland | A Unique Practice & Finding Your Ideal Teammates Nancy McClelland, Gary DeHart 00:26:50 Christine Gervais steps into the Accounting Insider podcast host chair and discusses Nancy's practice (The Dancing Accountant), the make up of the practice and what makes her practice unique. They also discuss the importance of ensuring the people you bring into your practice are capable, but more importantly that they are people you want to work with, care about and want to "do life with". After all, we spend thousands of hours with co-workers. Christine Gervais steps into the Accounting Insider podcast host chair and discusses Nancy's practice (The Dancing Accountant), the make up of the practice and what makes her practice unique. They also discuss the importance of ensuring the people you bring into your practice are capable, but more importantly that they are people you want to work with, care about and want to "do life with". After all, we spend thousands of hours with co-workers. bookkeeper, bookkeeping, xero, dancingaccountant, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting false full 47 bc0c3e52-1227-451c-9868-82f23d7a5b2e Charles McKissick | Mastering Outsourced Accounting: Benefits, Tips & Must-Haves Connect with Insightful Accountantย 

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]]> Thu, 3 Aug 2023 15:36:03 +0000 insightfulactnt@gmail.com (Charles Mckissick, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/charles-mckissick-mastering-outsourced-accounting-benefits-tips-must-haves-U5gZNWll Connect with Insightful Accountantย 

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]]> Charles McKissick | Mastering Outsourced Accounting: Benefits, Tips & Must-Haves Charles Mckissick, Gary DeHart 00:13:35 Gary DeHart and Charles McKissick of Unison Globus discuss outsourced accounting, why accounting professionals should consider it (why outsource), what to look for in when outsourcing (must have's and must avoids). Gary DeHart and Charles McKissick of Unison Globus discuss outsourced accounting, why accounting professionals should consider it (why outsource), what to look for in when outsourcing (must have's and must avoids). bookkeeper, bookkeeping, xero, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting false full 46 70b93d05-59f6-42bd-bc69-64d9eae18195 Kathy Grosskurth | Powerful Business Impact Joining Woodard Groups & Taking Action Connect with Insightful Accountantย 

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]]> Wed, 2 Aug 2023 17:09:21 +0000 insightfulactnt@gmail.com (Kathy Grosskurth, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/kathy-grosskurth-powerful-business-impact-joining-woodard-groups-taking-action-6fSTQwev Connect with Insightful Accountantย 

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]]> Kathy Grosskurth | Powerful Business Impact Joining Woodard Groups & Taking Action Kathy Grosskurth, Gary DeHart 00:05:24 Gary DeHart and Kathy Grosskurth discuss the actions that she has taken that have had the most impact on her business, including joining Woodard Groups and the value of these types of groups and the value of taking action. Gary DeHart and Kathy Grosskurth discuss the actions that she has taken that have had the most impact on her business, including joining Woodard Groups and the value of these types of groups and the value of taking action. bookkeeper, bookkeeping, xero, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting, quickbooksmadeeasy false full 45 6df78518-8950-4287-8b9f-14175fea5b29 Esther Friedberg Karp | Exploring QuickBooks International: VAT, Multi-Currency & More! Connect with Insightful Accountantย 

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]]> Tue, 1 Aug 2023 19:29:56 +0000 insightfulactnt@gmail.com (Esther Friedberg Karp, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/esther-friedberg-karp-exploring-quickbooks-international-vat-multi-currency-more-5QlomFpu Connect with Insightful Accountantย 

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]]> Esther Friedberg Karp | Exploring QuickBooks International: VAT, Multi-Currency & More! Esther Friedberg Karp, Gary DeHart 00:04:50 Gary DeHart and Esther Friedberg Karp discuss Esther's class at Scaling New Heights - QuickBooks International - featuring various QB editions around the world, Value Added Taxes, Multi-currency and why it is important, They also discuss the increasing frequency of US accounting professionals working with International Clients. Gary DeHart and Esther Friedberg Karp discuss Esther's class at Scaling New Heights - QuickBooks International - featuring various QB editions around the world, Value Added Taxes, Multi-currency and why it is important, They also discuss the increasing frequency of US accounting professionals working with International Clients. bookkeeper, bookkeeping, xero, compubooks, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting false full 44 1d7239f4-30c4-4c36-b703-2e66fda82eef Tanya Hilts | Unlocking Success: Networking & Ego Check in Accounting! Connect with Insightful Accountantย 

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]]> Mon, 31 Jul 2023 21:46:10 +0000 insightfulactnt@gmail.com (Tanya HIlts, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/tanya-hilts-unlocking-success-networking-ego-check-in-accounting-KJ2dKyc_ Connect with Insightful Accountantย 

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]]> Tanya Hilts | Unlocking Success: Networking & Ego Check in Accounting! Tanya HIlts, Gary DeHart 00:10:00 Gary DeHart and Tanya Hilts discuss the importance of attending industry events when possible, networking and checking your ego at the door. The accounting profession is comprised of some of the most open and sharing individuals who are ready and willing to help peers succeed, so get out of your office and start networking to grow your skills, your firm and increase your overall well being. Gary DeHart and Tanya Hilts discuss the importance of attending industry events when possible, networking and checking your ego at the door. The accounting profession is comprised of some of the most open and sharing individuals who are ready and willing to help peers succeed, so get out of your office and start networking to grow your skills, your firm and increase your overall well being. bookkeeper, bookkeeping, xero, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting false full 43 98cb40f1-b6aa-4591-a944-3ee993ec86f1 Omar Visram | Driving AP as a Service by Leveraging People, Processes and Technology Connect with Insightful Accountantย 

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]]> Fri, 28 Jul 2023 20:07:04 +0000 insightfulactnt@gmail.com (Omar Visram, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/omar-visram-driving-ap-as-a-service-by-leveraging-people-processes-and-technology-j3z_UkWG Connect with Insightful Accountantย 

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]]> Omar Visram | Driving AP as a Service by Leveraging People, Processes and Technology Omar Visram, Gary DeHart 00:31:38 Gary DeHart and Omar Visram, Co-Founder and CEO of Enkel Backoffice Solutions discuss the power of People, Process and Technology and how Enkel was able to scale from a start up to 80 employees in less than 8 years. Revenue for Enkel is approximately 60% Bookkeeping, 20% AP/AR, 15% Payroll and 5% Controllership services. QBO, Dext and Plooto are the backbone of the firm for the services offered and they leverage content marketing as the key to drive business growth. Gary DeHart and Omar Visram, Co-Founder and CEO of Enkel Backoffice Solutions discuss the power of People, Process and Technology and how Enkel was able to scale from a start up to 80 employees in less than 8 years. Revenue for Enkel is approximately 60% Bookkeeping, 20% AP/AR, 15% Payroll and 5% Controllership services. QBO, Dext and Plooto are the backbone of the firm for the services offered and they leverage content marketing as the key to drive business growth. bookkeeper, bookkeeping, insightfulaccountant, quickbooks, taxpracticenews, accountant, accounting, enkel false full 42 b66093d2-5f0d-4fe2-aa1e-9e843ee4d2ea Nathan Rodgerson | Boosting Your Firm's Impact & Revenue Connect with Insightful Accountantย 

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]]> Fri, 28 Jul 2023 20:06:46 +0000 insightfulactnt@gmail.com (Nathan Rodgerson, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/nathan-rodgerson-boosting-your-firms-impact-revenue-UXTQFcml Connect with Insightful Accountantย 

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]]> Nathan Rodgerson | Boosting Your Firm's Impact & Revenue Nathan Rodgerson, Gary DeHart 00:14:49 Gary DeHart and Nathan Rodgerson from Zoho discuss how accounting professionals can leverage a tech stack to increase the impact their firm has for their clients as well as their revenue. Gary DeHart and Nathan Rodgerson from Zoho discuss how accounting professionals can leverage a tech stack to increase the impact their firm has for their clients as well as their revenue. bookkeeper, bookkeeping, insightfulaccountant, quickbooks, taxpracticenews, accountant, zoho, accounting false full 41 dc6acb3c-211f-458a-800f-201759780af2 Dan Beck | Navigating Retirement & Benefit Plan Rules for Small Businesses Connect with Insightful Accountantย 

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]]> Fri, 28 Jul 2023 19:16:17 +0000 insightfulactnt@gmail.com (Dan Beck, Tax Practice News, Insightful Accountant, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/dan-beck-navigating-retirement-benefit-plan-rules-for-small-businesses-t0_At7sw Connect with Insightful Accountantย 

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]]> Dan Beck | Navigating Retirement & Benefit Plan Rules for Small Businesses Dan Beck, Tax Practice News, Insightful Accountant, Gary DeHart 00:06:25 Dan Beck and Gary DeHart discuss some of the existing and pending rules and regulations facing small businesses regarding retirement and benefit plans. 13+ states have already mandated retirement plans for certain employers with MANY more states sure to follow. Accounting professionals are in a key position to help advise and guide their clients through these waters, so listen in to see how you can leverage these rules and regulations to increase your advisory practice and better serve your clients. Dan Beck and Gary DeHart discuss some of the existing and pending rules and regulations facing small businesses regarding retirement and benefit plans. 13+ states have already mandated retirement plans for certain employers with MANY more states sure to follow. Accounting professionals are in a key position to help advise and guide their clients through these waters, so listen in to see how you can leverage these rules and regulations to increase your advisory practice and better serve your clients. bookkeeper, 401go, bookkeeping, insightfulaccountant, quickbooks, taxpracticenews, accountant, 401k, accounting false full 40 d65edd5f-3ba5-405f-9c18-ae507f3d9324 Christine Gervais | Finding Your Niche & Driving Practice Growth Connect with Insightful Accountantย 

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]]> Fri, 28 Jul 2023 19:09:30 +0000 insightfulactnt@gmail.com (Christine Gervais, Gary DeHart, Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/christine-gervais-finding-your-niche-driving-practice-growth-Ch3kM1Qk Connect with Insightful Accountantย 

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]]> Christine Gervais | Finding Your Niche & Driving Practice Growth Christine Gervais, Gary DeHart, Insightful Accountant 00:25:45 Gary DeHart and Christine Gervais- Founder of Epiphany Consulting and Lead Technical Editor, Tax Practice News discuss the importance, pitfalls and strategies to identify a Niche for your practice and how to drive growth from start-up to profitability and growth. Gary DeHart and Christine Gervais- Founder of Epiphany Consulting and Lead Technical Editor, Tax Practice News discuss the importance, pitfalls and strategies to identify a Niche for your practice and how to drive growth from start-up to profitability and growth. bookkeeper, bookkeeping, insightfulaccountant, quickbooks, accountant, accounting false full 39 b7957656-0353-4897-b8e9-a44e1ab11ade Ben Richmond, CA | Xero US on the Journey to Becoming a True Advisor Connect with Insightful Accountantย 

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]]> Fri, 28 Jul 2023 18:39:22 +0000 insightfulactnt@gmail.com (Ben Richmond, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/ben-richmond-ca-xero-us-on-the-journey-to-becoming-a-true-advisor-qysumLVX Connect with Insightful Accountantย 

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]]> Ben Richmond, CA | Xero US on the Journey to Becoming a True Advisor Ben Richmond, Gary DeHart 00:44:38 Gary DeHart, Publisher of Insightful Accountant and the host of the Accounting Insiders Podcast talks with Ben Richmond, CA Country Manager, Xero US on the Journey to Becoming a True Advisor. In the discussion Gary and Ben: * Define what a "True Advisor" is and discuss what it means to be a "True Advisor" * Define a tech stack and talk about the key requirements for a solid tech stack and how the tech stack is a critical part of being a "True Advisor" * Discuss how a firm owner can get started implementing a tech stack and "Ture Advisory" services * Discuss the value of networking and how the firms Strategy Should Drive the Technology Decisions Lastly, Ben shared Xero has three Road Shows planned for the summer - Details here - https://www.intuitiveaccountant.com/education-hub/training-center/xero-roadshow-is-back-for-summer-2023/ and that Xerocon will be back in the US in 2024 (more details to follow). Gary DeHart, Publisher of Insightful Accountant and the host of the Accounting Insiders Podcast talks with Ben Richmond, CA Country Manager, Xero US on the Journey to Becoming a True Advisor. In the discussion Gary and Ben: * Define what a "True Advisor" is and discuss what it means to be a "True Advisor" * Define a tech stack and talk about the key requirements for a solid tech stack and how the tech stack is a critical part of being a "True Advisor" * Discuss how a firm owner can get started implementing a tech stack and "Ture Advisory" services * Discuss the value of networking and how the firms Strategy Should Drive the Technology Decisions Lastly, Ben shared Xero has three Road Shows planned for the summer - Details here - https://www.intuitiveaccountant.com/education-hub/training-center/xero-roadshow-is-back-for-summer-2023/ and that Xerocon will be back in the US in 2024 (more details to follow). bookkeeper, bookkeeping, accountingtech, insightfulaccountant, accountant, accounting false full 38 69e02f41-7c35-4e06-8483-d7824bf9fabc Martin Zych | Jirav Raises $20Million and FP&A Update ย 

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]]> Fri, 21 Jul 2023 21:32:38 +0000 insightfulactnt@gmail.com (Martin Zych, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/martin-zych-jirav-raises-20million-and-fpa-update-XM5FAgd_ ย 

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]]> Martin Zych | Jirav Raises $20Million and FP&A Update Martin Zych, Gary DeHart 00:22:59 Gary DeHart, Publisher of Insightful Accountant and the host of the Accounting Insiders Podcast hosts Martin Zych, CEO and Co-Founder of Jirav to discuss: 1. Jirav's recently announced $20Million Series B Funding 2. The evolution of FP&A services since Jirav was founded 3. How Jirav intends to spend the $20Million they just received. Jirav will be exhibiting at QB Connect, Digital CPA and Botkeeper's conference in Boston in the Fall. You can connect with Jirav on all social media or schedule a demo at www.jirav.com Gary DeHart, Publisher of Insightful Accountant and the host of the Accounting Insiders Podcast hosts Martin Zych, CEO and Co-Founder of Jirav to discuss: 1. Jirav's recently announced $20Million Series B Funding 2. The evolution of FP&A services since Jirav was founded 3. How Jirav intends to spend the $20Million they just received. Jirav will be exhibiting at QB Connect, Digital CPA and Botkeeper's conference in Boston in the Fall. You can connect with Jirav on all social media or schedule a demo at www.jirav.com bookkeeper, bookkeeping, quickbooks, accountant, accounting, jirav false full 37 132c88a2-d2cc-4649-b0aa-dd5d11bac011 Caleb Jenkins, EA | Scaling New Heights 2023 Wrap Up ย 

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]]> Mon, 10 Jul 2023 19:57:56 +0000 insightfulactnt@gmail.com (Caleb Jenkins, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/caleb-jenkins-ea-scaling-new-heights-2023-wrap-up-WxTIddAc ย 

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]]> Caleb Jenkins, EA | Scaling New Heights 2023 Wrap Up Caleb Jenkins, Gary DeHart 00:17:39 Caleb Jenkins, EA, shares his top technology finds from the show floor and the most valuable educational sessions of Scaling New Heights 2023. Caleb Jenkins, EA, shares his top technology finds from the show floor and the most valuable educational sessions of Scaling New Heights 2023. bookkeeper, bookkeeping, insightfulaccountant, quickbooks, accounting false full 36 dc258278-9f9b-4221-9bc6-7452b6493a3d Kellie Parks on Her Peace of Mind Policy ย 

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]]> Fri, 7 Jul 2023 17:11:01 +0000 insightfulactnt@gmail.com (Kellie Parks, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/kellie-parks-on-her-peace-of-mind-policy-eBrplgNM ย 

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]]> Kellie Parks on Her Peace of Mind Policy Kellie Parks, Gary DeHart 00:51:29 Gary DeHart and Kellie Parks of Calmwaters Accounting discuss her "Peace of Mind Policy", her tech stack and some of the best practices she uses to better serve her clients in her accounting firm. Want to eliminate the costs of data loss in QuickBooks Online? Check this link ๐Ÿ‘‰ https://bit.ly/3Cno7Bv. Gary DeHart and Kellie Parks of Calmwaters Accounting discuss her "Peace of Mind Policy", her tech stack and some of the best practices she uses to better serve her clients in her accounting firm. Want to eliminate the costs of data loss in QuickBooks Online? Check this link ๐Ÿ‘‰ https://bit.ly/3Cno7Bv. bookkeeper, cpa, bookkeeping, quickbooks, accountant, accounting, enrolledagent false full 35 1b847482-6328-4549-b6db-816cb5f272db Heather Sperduto | Service Trends in Accounting Connect with Insightful Accountantย 

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]]> Tue, 27 Jun 2023 15:13:32 +0000 insightfulactnt@gmail.com (Heather Sperduto, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/heather-sperduto-service-trends-in-accounting-Zy_5U3eg Connect with Insightful Accountantย 

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]]> Heather Sperduto | Service Trends in Accounting Heather Sperduto, Gary DeHart 00:48:50 Gary DeHart and Heather Sperduto discuss the results of ADP's recent survey, "Service Trends in Accounting". Among other findings, the survey reveals that * Payroll, 1099s, and advisory services are the services accountants are most likely to have a role in. Tax Credits and talent are the least * Half of accountants intend to increase the number of payrolls their firm refers out; half intend to increase the number they process. * Areas of talent (management and employee handbook) are areas accountants are most interested in getting involved in that they are not already. * Payroll and advisory services are the services accountants would most like to see grow in the next 2 years. In order to grow their practices, firm owners and managers need to: * Leverage a different kind of conversation to stand out to clients * Attract new clients by offering services others do not * Retain more clients by helping stabilize costs and secure them from risk * Deepen relationships by providing partnership that extends beyond payroll. ADP, through their Accountant Connect Platform, offers tools, resources and guidance accounting professionals can use to grow their practices in the key areas identified in the survey. You can create a free account to get started with the tools by visiting adp.com/accountantconnect Once registered, you'll have a bevy of resources at your fingertips. Gary DeHart and Heather Sperduto discuss the results of ADP's recent survey, "Service Trends in Accounting". Among other findings, the survey reveals that * Payroll, 1099s, and advisory services are the services accountants are most likely to have a role in. Tax Credits and talent are the least * Half of accountants intend to increase the number of payrolls their firm refers out; half intend to increase the number they process. * Areas of talent (management and employee handbook) are areas accountants are most interested in getting involved in that they are not already. * Payroll and advisory services are the services accountants would most like to see grow in the next 2 years. In order to grow their practices, firm owners and managers need to: * Leverage a different kind of conversation to stand out to clients * Attract new clients by offering services others do not * Retain more clients by helping stabilize costs and secure them from risk * Deepen relationships by providing partnership that extends beyond payroll. ADP, through their Accountant Connect Platform, offers tools, resources and guidance accounting professionals can use to grow their practices in the key areas identified in the survey. You can create a free account to get started with the tools by visiting adp.com/accountantconnect Once registered, you'll have a bevy of resources at your fingertips. bookkeeper, bookkeeping, adp, quickbooks, accountant, payroll, accounting false full 34 30faa1cf-a512-4fd5-a7f0-9bfa3f8a4bb0 John Briggs, CPA | Driving Meaningful Change In Accounting Firms Learn more about 33RuleBook at www.33rulebook.comb

Learn more about Incite Tax at www.incitetax.com

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]]> Fri, 23 Jun 2023 20:21:13 +0000 insightfulactnt@gmail.com (John Briggs, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/john-briggs-cpa-driving-meaningful-change-in-accounting-firms-ELeBvo5w Learn more about 33RuleBook at www.33rulebook.comb

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]]> John Briggs, CPA | Driving Meaningful Change In Accounting Firms John Briggs, Gary DeHart 00:35:02 John Briggs, CPA, Author & CEO of Incite Tax and 33 Rule Book, chats with Gary about the secret to Driving Meaningful Change in Accounting Firms! In this discussion, John Briggs shares his wealth of knowledge and experience, unveiling groundbreaking strategies that will empower you to drive meaningful change within your accounting firm. Discover how to break free from the status quo, challenge traditional practices, and embrace a forward-thinking mindset that propels your firm to new heights. John Briggs, CPA, Author & CEO of Incite Tax and 33 Rule Book, chats with Gary about the secret to Driving Meaningful Change in Accounting Firms! In this discussion, John Briggs shares his wealth of knowledge and experience, unveiling groundbreaking strategies that will empower you to drive meaningful change within your accounting firm. Discover how to break free from the status quo, challenge traditional practices, and embrace a forward-thinking mindset that propels your firm to new heights. bookkeeper, bookkeeping, quickbooks, accountant, accounting false full 33 6ef48e8b-8395-4856-9f77-cef0d6d8ad39 Alan Blakeborough | Growing Your Tax and Accounting Firm Learn more about Tax Titans at www.Tax-Titans.com

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]]> Mon, 12 Jun 2023 19:27:17 +0000 insightfulactnt@gmail.com (Alan Blakeborough, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/alan-blakeborough-growing-your-tax-and-accounting-firm-9eI38zoo Learn more about Tax Titans at www.Tax-Titans.com

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]]> Alan Blakeborough | Growing Your Tax and Accounting Firm Alan Blakeborough, Gary DeHart 00:39:55 ๐Ÿš€ Supercharge Your Tax and Accounting Firm Growth with Gary DeHart and Alan Blakeborough! ๐ŸŒŸ Take your tax and accounting firm to new heights as we dive into the secrets of unprecedented success. Join us for an exhilarating conversation with Gary DeHart and Alan Blakeborough, Co-Founder & Chief Disruption Officer at Tax Titans. In this electrifying discussion, you'll uncover invaluable insights on expanding your client base, boosting profitability, and revolutionizing your approach to tax and accounting services. Discover the power of innovation and disruption as Alan share his expertise on how to effectively navigate the ever-changing landscape of the industry. ๐Ÿš€ Supercharge Your Tax and Accounting Firm Growth with Gary DeHart and Alan Blakeborough! ๐ŸŒŸ Take your tax and accounting firm to new heights as we dive into the secrets of unprecedented success. Join us for an exhilarating conversation with Gary DeHart and Alan Blakeborough, Co-Founder & Chief Disruption Officer at Tax Titans. In this electrifying discussion, you'll uncover invaluable insights on expanding your client base, boosting profitability, and revolutionizing your approach to tax and accounting services. Discover the power of innovation and disruption as Alan share his expertise on how to effectively navigate the ever-changing landscape of the industry. bookkeeper, bookkeeping, podcast, insightfulaccountant, quickbooks, accountant, taxtitans, accounting, proadvisor false full 32 540485c2-70e5-4022-808c-cd1d8cd58396 Al Wagner | Opportunities in Payroll Connect with Insightful Accountantย 

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]]> Wed, 24 May 2023 21:10:34 +0000 insightfulactnt@gmail.com (Al Wagner, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/al-wagner-opportunities-in-payroll-4YTnHGxm Connect with Insightful Accountantย 

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]]> Al Wagner | Opportunities in Payroll Al Wagner, Gary DeHart 00:43:28 Al Wagner graduated from Penn State University with a degree in Accounting Founder, Al Wagner completed his CPA/Certified Public Accounting exam and qualifications. After launching TruPayroll in 1999 he serves as President and CEO. Challenges and Opportunities Given the offerings by the "brand name" players, there is a definite need in the professional space to get into the arena of payroll. When we look around at what's being offered and how those offerings are being offered, I believe there is a huge gap comprised of costs, margins, service levels and down right know-how. Looking at the industry, IBISWorld reports there are about 312,000 professionals with only 42% in the payroll space. Since this is the first group that gets questioned by employer clients, why isn't the rate of participation higher? Its the challenges we face, namely 1. Time intensive 2. Human capital necessary 3. Platform/s to leverage 4. Profitability/margin 5. Competition Learn more about Wholesale Payroll @ www.wholesalepayroll.com Al Wagner graduated from Penn State University with a degree in Accounting Founder, Al Wagner completed his CPA/Certified Public Accounting exam and qualifications. After launching TruPayroll in 1999 he serves as President and CEO. Challenges and Opportunities Given the offerings by the "brand name" players, there is a definite need in the professional space to get into the arena of payroll. When we look around at what's being offered and how those offerings are being offered, I believe there is a huge gap comprised of costs, margins, service levels and down right know-how. Looking at the industry, IBISWorld reports there are about 312,000 professionals with only 42% in the payroll space. Since this is the first group that gets questioned by employer clients, why isn't the rate of participation higher? Its the challenges we face, namely 1. Time intensive 2. Human capital necessary 3. Platform/s to leverage 4. Profitability/margin 5. Competition Learn more about Wholesale Payroll @ www.wholesalepayroll.com bookkeeper, payrollopportunities, bookkeeping, payrollservice, wholesalepayroll, quickbooks, accountant, payroll, accounting false full 31 2c502448-4502-4194-9554-bfed50e8d300 Matt Merrill | Payables Technology Drives Growth Learn more about Tipalti @ www.tipalti.com

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]]> Fri, 12 May 2023 19:30:01 +0000 insightfulactnt@gmail.com (Matt merrill, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/matt-merrill-payables-technology-drives-growth-pY2w8LRb Learn more about Tipalti @ www.tipalti.com

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]]> Matt Merrill | Payables Technology Drives Growth Matt merrill, Gary DeHart 00:34:38 Matt Merrill, ERP Marketing Lead, Tipalti and Gary DeHart discuss how accounting firms can leverage technology to save time and money for their firm and their clients and the newest offerings from Tipalti. Matt Merrill, ERP Marketing Lead, Tipalti and Gary DeHart discuss how accounting firms can leverage technology to save time and money for their firm and their clients and the newest offerings from Tipalti. tipalti, bookkeeper, bookkeeping, quickbooks, accounting false full 30 c5d4da3a-e3b1-450d-a739-dd6392dcc4ae Marjorie Adams | Being Intuit's #1 Reseller Learn more about Fourlane @ www.fourlane.com

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]]> Tue, 2 May 2023 17:36:13 +0000 insightfulactnt@gmail.com (Marjorie Adams, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/marjorie-adams-being-intuits-1-reseller-kbrdHdJ6 Learn more about Fourlane @ www.fourlane.com

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]]> Marjorie Adams | Being Intuit's #1 Reseller Marjorie Adams, Gary DeHart 00:42:10 Gary DeHart and Marjorie Adams- CEO of Fourlane, Intuit's #1 Reseller, talk about Fourlane's keys to business success, internship program and what it means to be Intuit's #1 Reseller. Gary DeHart and Marjorie Adams- CEO of Fourlane, Intuit's #1 Reseller, talk about Fourlane's keys to business success, internship program and what it means to be Intuit's #1 Reseller. bookkeeper, bookkeeping, podcast, intuit, fourlane, insightfulaccountant, quickbooks, accountant, accounting false full 29 c6e248a0-2ac5-4da3-9c00-9cb3d987e6d5 Ann Campbell | Secure Act 2.0 Highlights, Features and Opportunities for Advisors Learn more about Drake Software @ https://www.drakesoftware.com/

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]]> Tue, 25 Apr 2023 19:31:55 +0000 insightfulactnt@gmail.com (Ann Campbell, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/ann-campbell-secure-act-20-highlights-features-and-opportunities-for-advisors-LXwbroAA Learn more about Drake Software @ https://www.drakesoftware.com/

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]]> Ann Campbell | Secure Act 2.0 Highlights, Features and Opportunities for Advisors Ann Campbell, Gary DeHart 00:35:33 Ann Campbell, CPA, CIA and Software Tax Trainer for Drake Software - shares her insights on Secure Act 2.0, including rule changes, expanded retirement plan coverage, penalty reductions, rules simplification and how the Secure Act 2.0 offers endless advisory opportunities for tax and accounting professionals. Ann Campbell, CPA, CIA and Software Tax Trainer for Drake Software - shares her insights on Secure Act 2.0, including rule changes, expanded retirement plan coverage, penalty reductions, rules simplification and how the Secure Act 2.0 offers endless advisory opportunities for tax and accounting professionals. bookkeeper, bookkeeping, insightfulaccountant, accountant, accounting false full 28 23a1c66c-d375-4f43-a2dc-de59736f7895 Justin Hatch | KPI's and Reporting are key to a successful CAS Practice Learn more about Reach Reporting @ www.reachreporting.comย 

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]]> Tue, 18 Apr 2023 15:12:35 +0000 insightfulactnt@gmail.com (Justin Hatch, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/justin-hatch-kpis-and-reporting-are-key-to-a-successful-cas-practice-C9o_mNT_ Learn more about Reach Reporting @ www.reachreporting.comย 

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]]> Justin Hatch | KPI's and Reporting are key to a successful CAS Practice Justin Hatch, Gary DeHart 00:38:28 Gary DeHart and Justin Hatch discuss the opportunities for accounting professionals to grow their practices through advisory services by leveraging reporting and KPI's for their clients. Gary DeHart and Justin Hatch discuss the opportunities for accounting professionals to grow their practices through advisory services by leveraging reporting and KPI's for their clients. bookkeeping, bookkeepers, accountant, reachreporting, accounting false full 27 1fdd695a-89ba-4226-a21f-1e5870c75027 Isaac Heller | Silicon Valley Bank Collapse Learn more about Trullion @https://trullion.com/ -ย 

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]]> Tue, 11 Apr 2023 18:58:48 +0000 insightfulactnt@gmail.com (Isaac Heller, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/isaac-heller-silicon-valley-bank-collapse-386gLS5j Learn more about Trullion @https://trullion.com/ -ย 

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]]> Isaac Heller | Silicon Valley Bank Collapse Isaac Heller, Gary DeHart 00:21:30 Gary DeHart-Host of Accounting Insiders Podcast and Publisher of Insightful Accountant and Tax Practice News, discuss the Silicon Valley Bank collapse, including what drove the collapse, how the roles of auditors may need to change and the impact Artificial Intelligence can have on the future of the audit and accounting profession. Gary DeHart-Host of Accounting Insiders Podcast and Publisher of Insightful Accountant and Tax Practice News, discuss the Silicon Valley Bank collapse, including what drove the collapse, how the roles of auditors may need to change and the impact Artificial Intelligence can have on the future of the audit and accounting profession. bookkeeper, bookkeeping, siliconvalleycollapse, accountant, trullion, accounting, siliconvalley false full 26 f020d7fe-d6f7-411e-9dd2-80a20bb7f5e7 Martin Zych | How to Leverage FP&A Solutions Connect with Insightful Accountantย 

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]]> Thu, 23 Mar 2023 21:08:39 +0000 insightfulactnt@gmail.com (Martin Zych, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/martin-zych-how-to-leverage-fpa-solutions-zrdtQD_i Connect with Insightful Accountantย 

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]]> Martin Zych | How to Leverage FP&A Solutions Martin Zych, Gary DeHart 00:29:29 Gary DeHart and Martin Zych discuss how accounting professionals can leverage FP&A solutions to build their advisory practices Gary DeHart and Martin Zych discuss how accounting professionals can leverage FP&A solutions to build their advisory practices bookkeeper, bookkeeping, podcast, quickbooks, accountant, fp&a, accounting, jirav false full 25 eca4fd2f-6db5-4c3a-a04f-15849b47ef6a Chris Farrell | State of Accounting Firms, Study by Caseware Gary and Chris talk about the recent State of Accounting Firms study conducted by Caseware which revealed some of the challenges firms are facing, where they plan to invest in technology and the role technology will play in firms in the future.ย 

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]]> Tue, 14 Mar 2023 19:50:41 +0000 insightfulactnt@gmail.com (Chris Farrell, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/chris-farrell-state-of-accounting-firms-study-by-caseware-zss0zXdr Gary and Chris talk about the recent State of Accounting Firms study conducted by Caseware which revealed some of the challenges firms are facing, where they plan to invest in technology and the role technology will play in firms in the future.ย 

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]]> Chris Farrell | State of Accounting Firms, Study by Caseware Chris Farrell, Gary DeHart 00:44:42 Gary and Chris talk about the recent State of Accounting Firms study conducted by Caseware which revealed some of the challenges firms are facing, where they plan to invest in technology and the role technology will play in firms in the future. Gary and Chris talk about the recent State of Accounting Firms study conducted by Caseware which revealed some of the challenges firms are facing, where they plan to invest in technology and the role technology will play in firms in the future. #podcast, #bookkeeping, #bookkeeper, #liscio, #accounting, #insightfulaccountant, #accountingfirm false full 24 576e4e32-cb99-4e04-a391-323e6df9ab51 Andrew Lassise | Top 3 Tech Challenges For Tax/Accounting Firms Fri, 10 Mar 2023 15:53:11 +0000 insightfulactnt@gmail.com (Andrew Lassise, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/andrew-lassise-top-3-tech-challenges-for-tax-accounting-firms-_nyb9B2w Andrew Lassise | Top 3 Tech Challenges For Tax/Accounting Firms Andrew Lassise, Gary DeHart 00:41:07 Gary DeHart and Andrew Lassise discuss the Top 3 tech challenges facing todays tax and accounting firms, the 6 steps to complying with IRS Publication 4557 and why firms should outsource their technology management to 3rd party. Gary DeHart and Andrew Lassise discuss the Top 3 tech challenges facing todays tax and accounting firms, the 6 steps to complying with IRS Publication 4557 and why firms should outsource their technology management to 3rd party. tax, tech4accountants, bookkeeper, bookkeeping, insightfulaccountant, accountant, accounting false full 23 2dc8a393-662c-4acd-87e0-729d604927c4 Joe Kessler | Security Compliance for Accounting Professionals Connect with Insightful Accountant Website: http://insightfulaccountant.com/ย 

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]]> Tue, 7 Mar 2023 16:11:37 +0000 insightfulactnt@gmail.com (Joe Kessler, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/joe-kessler-security-compliance-for-accounting-professionals-4x5chTH9 Connect with Insightful Accountant Website: http://insightfulaccountant.com/ย 

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]]> Joe Kessler | Security Compliance for Accounting Professionals Joe Kessler, Gary DeHart 00:32:06 Gary DeHart and Joe Kessler of TechGuru discuss the challenges firms have with IT Security, Compliance and implementing technology across their firm, including Encryption, Multi-Factor Authentication and Security Awareness Training. These three components are the bedrock of a solid IT Security plan and most firms don't have them in place (100%) leaving them exposed and liable. Learn more about TechGuru @ https://www.techguruit.com/ Gary DeHart and Joe Kessler of TechGuru discuss the challenges firms have with IT Security, Compliance and implementing technology across their firm, including Encryption, Multi-Factor Authentication and Security Awareness Training. These three components are the bedrock of a solid IT Security plan and most firms don't have them in place (100%) leaving them exposed and liable. Learn more about TechGuru @ https://www.techguruit.com/ bookkeeping, xero, netsuite, podcast, techguru, #bookkeeper, quickbooks, #accounting, #accountant false full 22 e63a4fd2-5aae-42a8-8063-373b399c8818 Isaac Heller | AI is Powering The Future of the Profession Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with FASB, GASB & IASB regulatory changes has helped drive successful partnerships with accounting leaders, from CFOs to modern accounting firms. ย 

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]]> Wed, 1 Mar 2023 21:06:50 +0000 insightfulactnt@gmail.com (Isaac Heller, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/isaac-heller-ai-is-powering-the-future-of-the-profession-c0KPctwJ Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with FASB, GASB & IASB regulatory changes has helped drive successful partnerships with accounting leaders, from CFOs to modern accounting firms. ย 

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]]> Isaac Heller | AI is Powering The Future of the Profession Isaac Heller, Gary DeHart 00:36:52 Isaac is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates accounting workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel and translating them into financial workflows, such as Lease Accounting and Revenue Recognition. Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with FASB, GASB & IASB regulatory changes has helped drive successful partnerships with accounting leaders, from CFOs to modern accounting firms. Learn more about Trullion @ https://trullion.com/ ----------------------------------------------------------------------------------------------------------------------- Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg Isaac is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates accounting workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel and translating them into financial workflows, such as Lease Accounting and Revenue Recognition. Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with FASB, GASB & IASB regulatory changes has helped drive successful partnerships with accounting leaders, from CFOs to modern accounting firms. Learn more about Trullion @ https://trullion.com/ ----------------------------------------------------------------------------------------------------------------------- Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg bookkeeper, bookkeeping, quickbooks, accountant, accounting false full 21 7c74ed7d-79f9-4974-af9a-c3d72be7772a Deneen Dias - Discusses AI and Advisory Services Mon, 6 Feb 2023 19:07:17 +0000 insightfulactnt@gmail.com (Deneen Dias, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/deneen-dias-discusses-ai-and-advisory-services-OvRyhD2_ Deneen Dias - Discusses AI and Advisory Services Deneen Dias, Gary DeHart 00:17:13 Gary DeHart and Deneen Dias, VP of Growth and Strategy for Botkeeper, discuss the growth and expansion of AI and how accounting firms can and should embrace it for the long-term health of the firm. Learn more about Botkeeper @ https://www.botkeeper.com/ Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg Gary DeHart and Deneen Dias, VP of Growth and Strategy for Botkeeper, discuss the growth and expansion of AI and how accounting firms can and should embrace it for the long-term health of the firm. Learn more about Botkeeper @ https://www.botkeeper.com/ Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg bookkeeper, bookkeeping, botkeeper, accountant, accounting false full 20 2c7d9ff8-ceb6-4bcb-95f3-28780a5b8110 Dan Beck | How to Enroll in 401(k) Plans Without the Headache Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits.ย 

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Think your small business isn't large enough to offer 401(k) benefits? Dan shares how 401GO can help small businesses of any size, even single owned! Since 2017, Dan and 401GO have strived to help small business owners improve their daily lives and finances, and do so with a human connection--not just with tech solutions.ย 

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Listen now to learn how 401GO can help your small business and how their goals for 2023 are keeping them at the forefront of innovation!

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]]> Fri, 20 Jan 2023 00:57:47 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/dan-beck-hnHFtozz Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits.ย 

ย 

Think your small business isn't large enough to offer 401(k) benefits? Dan shares how 401GO can help small businesses of any size, even single owned! Since 2017, Dan and 401GO have strived to help small business owners improve their daily lives and finances, and do so with a human connection--not just with tech solutions.ย 

ย 

Listen now to learn how 401GO can help your small business and how their goals for 2023 are keeping them at the forefront of innovation!

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]]> Dan Beck | How to Enroll in 401(k) Plans Without the Headache Insightful Accountant 00:37:33 Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits. Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits. false full 19 c9f846af-96a3-4b24-8acd-1a190fc2f4e4 Kyle Turriff | How Firm Owners Can Begin to Implement Automation Kyle Turriff is the Senior Technology Consultant at RLB, an accounting firm based in Canada. He oversees RLB Digital, a subsidiary of RLB that specializes in digital consulting for process automation and strategy. Kyle sits down with Gary to share how RLB Digital can help accounting firms implement automation, how their company has helped Insightful Accountant's business, and how building simple automation is easier than you think.

ย 

In this episode, Kyle shares why it's important for firm owners to know the basics of automation, how much time businesses can save by implementing new technologies, and what percentage of revenue firms should allocate toward technology

ย 

Listen now if you find yourself saying, "There has to be a better way!" with your current business practices, and learn the best way to seek out solutions!


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https://digital.rlb.ca/


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]]> Thu, 12 Jan 2023 03:53:11 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/kyle-turriff-how-firm-owners-can-begin-to-implement-automation-eocwA5jA Kyle Turriff is the Senior Technology Consultant at RLB, an accounting firm based in Canada. He oversees RLB Digital, a subsidiary of RLB that specializes in digital consulting for process automation and strategy. Kyle sits down with Gary to share how RLB Digital can help accounting firms implement automation, how their company has helped Insightful Accountant's business, and how building simple automation is easier than you think.

ย 

In this episode, Kyle shares why it's important for firm owners to know the basics of automation, how much time businesses can save by implementing new technologies, and what percentage of revenue firms should allocate toward technology

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Listen now if you find yourself saying, "There has to be a better way!" with your current business practices, and learn the best way to seek out solutions!


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]]> Kyle Turriff | How Firm Owners Can Begin to Implement Automation Insightful Accountant 00:38:41 Kyle Turriff is the Senior Technology Consultant at RLB, an accounting firm based in Canada. He oversees RLB Digital, a subsidiary of RLB that specializes in digital consulting for process automation and strategy. Kyle sits down with Gary to share how RLB Digital can help accounting firms implement automation, how their company has helped Insightful Accountant's business, and how building simple automation is easier than you think. Kyle Turriff is the Senior Technology Consultant at RLB, an accounting firm based in Canada. He oversees RLB Digital, a subsidiary of RLB that specializes in digital consulting for process automation and strategy. Kyle sits down with Gary to share how RLB Digital can help accounting firms implement automation, how their company has helped Insightful Accountant's business, and how building simple automation is easier than you think. false full 18 53a6a45a-7704-44a9-89f7-5628e439045e Tim Grant | Why Niching Your Business Can Lead to Quicker Success Tim Grant, the CEO of Business Solution Providers, Inc. joins Gary to provide insight into both the manufacturing and inventory industry. Tim shares why he chose to niche in manufacturing and inventory management, how a single trade show encouraged him to change his business model, and how his business has helped improve the operations of over 150 product-based businesses.

ย 

In this episode, Tim also shares why it's important to niche your business, how networking within your industry can lead to more success than you thought possible, and how one book changed the way he viewed inventory management.

ย 

Listen now to learn the common mistakes businesses make in their inventory management process, and how Business Solution Providers, Inc. can help solve those pain points within your business.ย 

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Learn more about Business Solution Providers, Inc.

https://businesssp.com/

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]]> Tue, 27 Dec 2022 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/tim-grant-fPELL0OY Tim Grant, the CEO of Business Solution Providers, Inc. joins Gary to provide insight into both the manufacturing and inventory industry. Tim shares why he chose to niche in manufacturing and inventory management, how a single trade show encouraged him to change his business model, and how his business has helped improve the operations of over 150 product-based businesses.

ย 

In this episode, Tim also shares why it's important to niche your business, how networking within your industry can lead to more success than you thought possible, and how one book changed the way he viewed inventory management.

ย 

Listen now to learn the common mistakes businesses make in their inventory management process, and how Business Solution Providers, Inc. can help solve those pain points within your business.ย 

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Learn more about Business Solution Providers, Inc.

https://businesssp.com/

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https://businesssp.com/

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]]> Tim Grant | Why Niching Your Business Can Lead to Quicker Success Insightful Accountant 00:37:59 Tim Grant, the CEO of Business Solution Providers, Inc. joins Gary to provide insight into both the manufacturing and inventory industry. In this episode, Tim shares why he chose to niche in manufacturing and inventory management, how a single trade show encouraged him to change his business model, and how his business has helped improve the operations of over 150 product-based businesses. Tim Grant, the CEO of Business Solution Providers, Inc. joins Gary to provide insight into both the manufacturing and inventory industry. In this episode, Tim shares why he chose to niche in manufacturing and inventory management, how a single trade show encouraged him to change his business model, and how his business has helped improve the operations of over 150 product-based businesses. false full 16 48c11b38-9546-4f22-8124-935d5b08816b Dr. Paris Love | Why Being Busy Keeps You From Being Productive Dr. Paris Love, CEO of Paris Love Productivity Institute, chats with Gary about how achieving productivity within your business is easier than you think. In this episode, Dr. Paris shares the importance of setting boundaries within your business, why you should only check your email three times a day, and why being busy doesn't mean you are being productive.

ย 

Think you don't have enough time in the workday? Think again! Dr. Paris shares how she helps her clients reclaim hours in their workday, how to properly implement project management solutions, and why every aspect of your business needs to be organized--even your junk drawer!

ย 

Listen now to learn how Paris and her team can help you break out of bad business habits, and how she can help you improve the workflow of your business.

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]]> Tue, 20 Dec 2022 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/dr-paris-love-1xRNqluq Dr. Paris Love, CEO of Paris Love Productivity Institute, chats with Gary about how achieving productivity within your business is easier than you think. In this episode, Dr. Paris shares the importance of setting boundaries within your business, why you should only check your email three times a day, and why being busy doesn't mean you are being productive.

ย 

Think you don't have enough time in the workday? Think again! Dr. Paris shares how she helps her clients reclaim hours in their workday, how to properly implement project management solutions, and why every aspect of your business needs to be organized--even your junk drawer!

ย 

Listen now to learn how Paris and her team can help you break out of bad business habits, and how she can help you improve the workflow of your business.

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]]> Dr. Paris Love | Why Being Busy Keeps You From Being Productive Insightful Accountant 00:34:00 Dr. Paris Love, CEO of Paris Love Productivity Institute, chats with Gary about how achieving productivity within your business is easier than you think. In this episode, Dr. Paris shares the importance of setting boundaries within your business, why you should only check your email three times a day, and why being busy doesn't mean you are being productive. Dr. Paris Love, CEO of Paris Love Productivity Institute, chats with Gary about how achieving productivity within your business is easier than you think. In this episode, Dr. Paris shares the importance of setting boundaries within your business, why you should only check your email three times a day, and why being busy doesn't mean you are being productive. false full 15 31d45276-9206-4522-b589-d9b959b93ec5 Latisha Carter | How Xero Tailors Their Product to Fit Their Users' Needs Latisha Carter, Head of Product U.S., at Xero, joins Gary to discuss all things Xero! Live from Xercon 2022, Latisha shares Xero's beginnings, how they've gained over 3.3 million users, and more info on Xero's partner program.

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Listen now to learn how Xero tailors their program to support their clients' needs and what plans Xero has for the future!

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]]> Tue, 13 Dec 2022 21:43:45 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/latiha-XbusrF1V Latisha Carter, Head of Product U.S., at Xero, joins Gary to discuss all things Xero! Live from Xercon 2022, Latisha shares Xero's beginnings, how they've gained over 3.3 million users, and more info on Xero's partner program.

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]]> Latisha Carter | How Xero Tailors Their Product to Fit Their Users' Needs Insightful Accountant 00:11:22 Latisha Carter, Head of Product U.S., at Xero, joins Gary to discuss all things Xero! Live from Xercon 2022, Latisha shares Xero's beginnings, how they've gained over 3.3 million users, and more info on Xero's partner program. Latisha Carter, Head of Product U.S., at Xero, joins Gary to discuss all things Xero! Live from Xercon 2022, Latisha shares Xero's beginnings, how they've gained over 3.3 million users, and more info on Xero's partner program. false full 17 c38b9f41-b25c-4786-a3fc-aaa591d1d40a Natalia Arriaga | How to Encourage Young People to Join the Accounting Industry Ep. 14 Natalia Arriaga, an Accounting Major at Winthrop University, sits down with Gary to chat about her recent win of the Mary T. Washington Award at Xerocon New Orleans. In this episode, Natalia shares why she chose to pursue accounting, how important scholarships are for minority students, and ways the accounting industry can attract young people to the profession.

ย 

Live from Xerocon 2022, Natalia shares the profound impact scholarships have had on her, more about her school's chapter of the National Association of Black Accountants, and how she plans to attract more students to the club now that she's vice president.

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Listen now to learn about Natalia's advice to young people interested in accounting and her plans after graduation!

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]]> Tue, 6 Dec 2022 04:40:35 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/natalia-arriaga-haLwE6XG Natalia Arriaga, an Accounting Major at Winthrop University, sits down with Gary to chat about her recent win of the Mary T. Washington Award at Xerocon New Orleans. In this episode, Natalia shares why she chose to pursue accounting, how important scholarships are for minority students, and ways the accounting industry can attract young people to the profession.

ย 

Live from Xerocon 2022, Natalia shares the profound impact scholarships have had on her, more about her school's chapter of the National Association of Black Accountants, and how she plans to attract more students to the club now that she's vice president.

ย 

Listen now to learn about Natalia's advice to young people interested in accounting and her plans after graduation!

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]]> Natalia Arriaga | How to Encourage Young People to Join the Accounting Industry Ep. 14 Insightful Accountant 00:21:40 Natalia Arriaga, an Accounting Major at Winthrop University, sits down with Gary to chat about her recent win of the Mary T. Washington Award at Xerocon New Orleans. In this episode, Natalia shares why she chose to pursue accounting, how important scholarships are for minority students, and ways the accounting industry can attract young people to the profession. Natalia Arriaga, an Accounting Major at Winthrop University, sits down with Gary to chat about her recent win of the Mary T. Washington Award at Xerocon New Orleans. In this episode, Natalia shares why she chose to pursue accounting, how important scholarships are for minority students, and ways the accounting industry can attract young people to the profession. false full 14 580f088e-5d1e-4127-9a74-c7fc8e2f0b48 Tate Henshaw | How Arc Business Management is Making Waves in the Entertainment Industry, Ep. 13 Tate Henshaw, the Co-Founder and COO at Arc Business Management, joins Gary to share his journey as a finance major in college, to working in entertainment. In this episode, Tate shares the different paths he took to get where he is today, why he chose to pursue a career in entertainment management, and how his management company allows their clients to focus on what they do best.ย 

ย 

Live from Xerocon 2022, Tate shares how Arc Business Management is more than just a bookkeeping and tax firm, how he became a Xero Ambassador, and how he manages his time between all of his current projects.ย 

ย 

Listen now to learn about Tate's stellar tech stack and what's down the pipeline for Arc Business Management!ย 

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]]> Tue, 29 Nov 2022 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/tate-henshaw-ep-13-3CWgBTTL Tate Henshaw, the Co-Founder and COO at Arc Business Management, joins Gary to share his journey as a finance major in college, to working in entertainment. In this episode, Tate shares the different paths he took to get where he is today, why he chose to pursue a career in entertainment management, and how his management company allows their clients to focus on what they do best.ย 

ย 

Live from Xerocon 2022, Tate shares how Arc Business Management is more than just a bookkeeping and tax firm, how he became a Xero Ambassador, and how he manages his time between all of his current projects.ย 

ย 

Listen now to learn about Tate's stellar tech stack and what's down the pipeline for Arc Business Management!ย 

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]]> Tate Henshaw | How Arc Business Management is Making Waves in the Entertainment Industry, Ep. 13 Insightful Accountant 00:29:35 Tate Henshaw, the Co-Founder and COO at Arc Business Management, joins Gary to share his journey as a finance major in college, to working in entertainment. In this episode, Tate shares the different paths he took to get where he is today, why he chose to pursue a career in entertainment management, and how his management company allows their clients to focus on what they do best. Tate Henshaw, the Co-Founder and COO at Arc Business Management, joins Gary to share his journey as a finance major in college, to working in entertainment. In this episode, Tate shares the different paths he took to get where he is today, why he chose to pursue a career in entertainment management, and how his management company allows their clients to focus on what they do best. false full 13 192fc7ca-6d25-4189-aee5-b7ffdab50563 Hamish Cooke and Ben Richmond of Xero | How Xero is Structured to Offer Advisory Services Ep. 12 Hamish Cook, VP of Product at Xero, and Ben Richmond, Country Manager at Xero, join Gary DeHart to discuss what's new with Xero. In this episode, Hamish and Ben share what's down the pipeline for Xero, how they manage client feedback, and how Xero can help practitioners offer advisory services to their clients.ย 

ย 

Live from Xerocon 2022, Hamish and Ben share more information about Xero's partner program, how they strive to be at the forefront of innovation, and how their open API has helped over 1,200 applications build their software.ย 

ย 

Listen now to learn what's next for Xero and how their partner program can help accounting firms improve and grow their business.

ย 

Learn more about Xero: http://www.Xero.comย 

Check out their advisor directory: https://www.xero.com/us/advisors/ย 

Search their application marketplace: https://apps.xero.com/usย 

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]]> Tue, 22 Nov 2022 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/hamish-cook-and-ben-richmond-ep-12-h_ZQH1NS Hamish Cook, VP of Product at Xero, and Ben Richmond, Country Manager at Xero, join Gary DeHart to discuss what's new with Xero. In this episode, Hamish and Ben share what's down the pipeline for Xero, how they manage client feedback, and how Xero can help practitioners offer advisory services to their clients.ย 

ย 

Live from Xerocon 2022, Hamish and Ben share more information about Xero's partner program, how they strive to be at the forefront of innovation, and how their open API has helped over 1,200 applications build their software.ย 

ย 

Listen now to learn what's next for Xero and how their partner program can help accounting firms improve and grow their business.

ย 

Learn more about Xero: http://www.Xero.comย 

Check out their advisor directory: https://www.xero.com/us/advisors/ย 

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]]> Hamish Cooke and Ben Richmond of Xero | How Xero is Structured to Offer Advisory Services Ep. 12 Insightful Accountant 00:22:43 Hamish Cook, VP of Product at Xero, and Ben Richmond, Country Manager at Xero, join Gary DeHart to discuss what's new with Xero. In this episode, Hamish and Ben share what's down the pipeline for Xero, how they manage client feedback, and how Xero can help practitioners offer advisory services to their clients. Hamish Cook, VP of Product at Xero, and Ben Richmond, Country Manager at Xero, join Gary DeHart to discuss what's new with Xero. In this episode, Hamish and Ben share what's down the pipeline for Xero, how they manage client feedback, and how Xero can help practitioners offer advisory services to their clients. false full 12 fc368019-989e-4d5b-8e3a-8fd161984126 Ted Callahan, Ep. 11 QuickBooks Connect 2022 is just around the corner! In this episode, Ted Callahanโ€”Director of Accountant Strategies and Partnershipsโ€”shares more details about the event, what accounting professionals can expect to learn, and even shares a hint about a secret surprise they plan to debut!ย 

ย 

Hosted in Las Vegas, Nevada at the Aria hotel, QuickBooks Connect will feature speakers like Serena Williams, Malcolm Gladwell, and Simon Sinek, and will include unique opportunities for accounting professionals who are looking to connect with the community. Planning to go to the event?ย 

ย 

Listen now to learn more about the 100+ vendors who will be in attendance and why Ted says this event will be unlike anything they have produced before!

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]]> Tue, 15 Nov 2022 05:31:37 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/ted-callahan-ep-11-WvofzRuK QuickBooks Connect 2022 is just around the corner! In this episode, Ted Callahanโ€”Director of Accountant Strategies and Partnershipsโ€”shares more details about the event, what accounting professionals can expect to learn, and even shares a hint about a secret surprise they plan to debut!ย 

ย 

Hosted in Las Vegas, Nevada at the Aria hotel, QuickBooks Connect will feature speakers like Serena Williams, Malcolm Gladwell, and Simon Sinek, and will include unique opportunities for accounting professionals who are looking to connect with the community. Planning to go to the event?ย 

ย 

Listen now to learn more about the 100+ vendors who will be in attendance and why Ted says this event will be unlike anything they have produced before!

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ย Learn more about QuickBooks Connect: https://quickbooksconnect.com/ย 

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]]> Ted Callahan, Ep. 11 Insightful Accountant 00:18:06 QuickBooks Connect 2022 is just around the corner! In this episode, Ted Callahanโ€”Director of Accountant Strategies and Partnershipsโ€”shares more details about the event, what accounting professionals can expect to learn, and even shares a hint about a secret surprise they plan to debut! QuickBooks Connect 2022 is just around the corner! In this episode, Ted Callahanโ€”Director of Accountant Strategies and Partnershipsโ€”shares more details about the event, what accounting professionals can expect to learn, and even shares a hint about a secret surprise they plan to debut! false full 11 8dfb4f91-685f-44bb-83fc-a61a0a9713fb Kellie Parks, Ep .10 Kellie Parks, CPB is a bookkeeper and Cloud Accounting Aficionado at Calmwaters Cloud Accounting. In this episode, Kellie shares why firms need to be at the forefront of technology, why you must document your processes, and why the best time to take action is now!


ย 

Live from Xerocon 2022, Kellie shares her experience as a Kinesiology major turned bookkeeper, her preferred tech stack, and her advice to firms who may be on the fence about adopting new technology.


ย 

Listen now to learn which pain points firms should solve first, how cloud technology can save you time, and why refusing to adopt change will cause more problems in long run.


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]]> Tue, 8 Nov 2022 03:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/kelly-parks-ep-10-S0Si3V53 Kellie Parks, CPB is a bookkeeper and Cloud Accounting Aficionado at Calmwaters Cloud Accounting. In this episode, Kellie shares why firms need to be at the forefront of technology, why you must document your processes, and why the best time to take action is now!


ย 

Live from Xerocon 2022, Kellie shares her experience as a Kinesiology major turned bookkeeper, her preferred tech stack, and her advice to firms who may be on the fence about adopting new technology.


ย 

Listen now to learn which pain points firms should solve first, how cloud technology can save you time, and why refusing to adopt change will cause more problems in long run.


ย 

Learn more about Kellie and Calmwaters Cloud Accounting!

https://www.calmwatersbookkeeping.com/

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]]> Kellie Parks, Ep .10 Insightful Accountant 00:34:00 Kellie Parks, CPB is a bookkeeper and Cloud Accounting Aficionado at Calmwaters Cloud Accounting. In this episode, Kellie shares why firms need to be at the forefront of technology, why you must document your processes, and why the best time to take action is now! Kellie Parks, CPB is a bookkeeper and Cloud Accounting Aficionado at Calmwaters Cloud Accounting. In this episode, Kellie shares why firms need to be at the forefront of technology, why you must document your processes, and why the best time to take action is now! false full 10 69292841-82be-4582-9530-6ca2cb9d2ad6 Paul Hamann, Ep.9 Paul Hamann is the Founder of RCReports, a service that provides accurate insights into Reasonable Compensation for closely held businesses to ensure your clients remain compliant, minimize risk, and realize maximum payroll tax savings.

Paul sits down with Gary to share why he started RCReports, the three most common myths people believe about reasonable compensation, and how this service can reveal if clients are overpaying on their taxes.

Listen now to learn how RCReports can help accounting and bookkeeping firms offer trusted advisor services to their clients.

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]]> Tue, 1 Nov 2022 03:09:14 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/paul-hamann-ep9-nlQcXi_i Paul Hamann is the Founder of RCReports, a service that provides accurate insights into Reasonable Compensation for closely held businesses to ensure your clients remain compliant, minimize risk, and realize maximum payroll tax savings.

Paul sits down with Gary to share why he started RCReports, the three most common myths people believe about reasonable compensation, and how this service can reveal if clients are overpaying on their taxes.

Listen now to learn how RCReports can help accounting and bookkeeping firms offer trusted advisor services to their clients.

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]]> Paul Hamann, Ep.9 Insightful Accountant 00:19:15 Paul Hamann is the Founder of RCReports, a service that provides accurate insights into Reasonable Compensation for closely held businesses to ensure your clients remain compliant, minimize risk, and realize maximum payroll tax savings. Paul Hamann is the Founder of RCReports, a service that provides accurate insights into Reasonable Compensation for closely held businesses to ensure your clients remain compliant, minimize risk, and realize maximum payroll tax savings. false full 9 932a9c45-c4ed-42af-a8e5-860c5529a789 Liz Mason, Ep. 8 Liz Mason is the Founder and CEO of High Rock Accounting and Rebel Rock. In this episode, Liz shares with Gary what services her companies offer, how they've created an advanced integration system, and why Liz is phasing out "titles" in her company.

Live from Xerocon 2022, Liz shares her upcoming plans for her company, her preferred tech stack, and how her company's profits grew over 300% in just the last three years!

Listen now to learn the driving force behind her success, and how High Rock Accounting made The Inc.'s 5000 list!

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Learn more about High Rock Accounting

https://highrock.co/

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]]> Tue, 25 Oct 2022 05:55:37 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/liz-mason-ep-8-Hytpzz0s Liz Mason is the Founder and CEO of High Rock Accounting and Rebel Rock. In this episode, Liz shares with Gary what services her companies offer, how they've created an advanced integration system, and why Liz is phasing out "titles" in her company.

Live from Xerocon 2022, Liz shares her upcoming plans for her company, her preferred tech stack, and how her company's profits grew over 300% in just the last three years!

Listen now to learn the driving force behind her success, and how High Rock Accounting made The Inc.'s 5000 list!

ย 

Learn more about High Rock Accounting

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]]> Liz Mason, Ep. 8 Insightful Accountant 00:21:47 Liz Mason is the Founder and CEO of High Rock Accounting and Rebel Rock. In this episode, Liz shares with Gary what services her companies offer, how they've created an advanced integration system, and why Liz is phasing out "titles" in her company. Liz Mason is the Founder and CEO of High Rock Accounting and Rebel Rock. In this episode, Liz shares with Gary what services her companies offer, how they've created an advanced integration system, and why Liz is phasing out "titles" in her company. false full 8 0d08cd4f-5e89-4c7b-a511-baf62f142029 Veronica Wasek, Ep. 7 Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures.ย 

ย 

Live from Scaling New Heights, Veronica shares how she uses social media to market her business, her criteria for attracting premium clients, and the tech stack she requires all of her clients to use.ย 

ย 

Listen now to learn how Veronica uses YouTube to attract her ideal client, and why niching down your business can bring you more success than think!ย 

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https://www.vmwasek.com/

https://5minutebookkeeping.com/ย 

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]]> Tue, 18 Oct 2022 05:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/veronica-w-vPuQliKL Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures.ย 

ย 

Live from Scaling New Heights, Veronica shares how she uses social media to market her business, her criteria for attracting premium clients, and the tech stack she requires all of her clients to use.ย 

ย 

Listen now to learn how Veronica uses YouTube to attract her ideal client, and why niching down your business can bring you more success than think!ย 

Connect with Veronicaย 

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https://5minutebookkeeping.com/ย 

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]]> Veronica Wasek, Ep. 7 Insightful Accountant 00:25:03 Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures. Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures. false full 7 ffb37ff6-64c2-47ec-99cf-b1acb9f49bbb Debra Kilsheimer, Ep. 6 Debra Kilsheimer is a Top 100 ProAdvisor Award Winner, and the owner of Behind the Scenes Financial Services. In this episode, Debra shares with Gary how she has leveraged the Top ProAdvisor award in her firm, as well as her strategy for maintaining a successful business.ย 

ย 

Live from Scaling New Heights, Debra shares her secrets about how to run a successful firm, her process for selecting what new technology to implement, and how to foster a great client relationship.ย 

ย 

Listen now to learn why Debra no longer charges her clients on a hourly basis, and why doing so is leaving money on the table!ย 

ย 

Learn more about Debra and her firm: http://www.bsfsllc.com/About-Debbie.html

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]]> Tue, 11 Oct 2022 06:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/debra-kilsheimer-ep-6-QLf7YFE0 Debra Kilsheimer is a Top 100 ProAdvisor Award Winner, and the owner of Behind the Scenes Financial Services. In this episode, Debra shares with Gary how she has leveraged the Top ProAdvisor award in her firm, as well as her strategy for maintaining a successful business.ย 

ย 

Live from Scaling New Heights, Debra shares her secrets about how to run a successful firm, her process for selecting what new technology to implement, and how to foster a great client relationship.ย 

ย 

Listen now to learn why Debra no longer charges her clients on a hourly basis, and why doing so is leaving money on the table!ย 

ย 

Learn more about Debra and her firm: http://www.bsfsllc.com/About-Debbie.html

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]]> Debra Kilsheimer, Ep. 6 Insightful Accountant 00:30:16 Debra Kilsheimer is a Top 100 ProAdvisor Award Winner, and the owner of Behind the Scenes Financial Services. In this episode, Debra shares with Gary how she has leveraged the Top ProAdvisor award in her firm, as well as her strategy for maintaining a successful business. Debra Kilsheimer is a Top 100 ProAdvisor Award Winner, and the owner of Behind the Scenes Financial Services. In this episode, Debra shares with Gary how she has leveraged the Top ProAdvisor award in her firm, as well as her strategy for maintaining a successful business. false full 6 d29e5ca1-e19e-418b-9c1f-3b9dacf61855 Mike Milan, Ep. 5 Mike "Cash Flow Mike" Milan of Truly Financial joins Accounting Insiders to chat about his beginnings as a business owner, how not to be a D.U.M.B business owner, and how Truly Financial can improve your business.

Live from Scaling New Heights, Mike dives deep into what mismatched financing really is, how Truly Financial can benefit your business, and shares the "5 Silent Cash Killers" that are interrupting the cash flow into your business.

Listen now to learn more about Truly financial, and how improving your cash flow is easier than you think.

Learn more about Truly Financial: https://trulyfinancial.com/

Learn more about Mike: https://cashflowmike.com/

Mike's Books:ย 
The 7 Minute Conversation : The Way You Should Be Thinking: https://www.amazon.com/Minute-Conversation-Should-Thinking-Business/dp/1950088952ย 

Donโ€™t be a D.U.M.B. Business Owner : (Don't Understand My Business) : https://www.amazon.com/gp/product/B08GV2XLGN/ref=dbs_a_def_rwt_bibl_vppi_i1

ย 

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]]> Tue, 4 Oct 2022 05:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/mike-milan-ep-5-ShOtKBYs Mike "Cash Flow Mike" Milan of Truly Financial joins Accounting Insiders to chat about his beginnings as a business owner, how not to be a D.U.M.B business owner, and how Truly Financial can improve your business.

Live from Scaling New Heights, Mike dives deep into what mismatched financing really is, how Truly Financial can benefit your business, and shares the "5 Silent Cash Killers" that are interrupting the cash flow into your business.

Listen now to learn more about Truly financial, and how improving your cash flow is easier than you think.

Learn more about Truly Financial: https://trulyfinancial.com/

Learn more about Mike: https://cashflowmike.com/

Mike's Books:ย 
The 7 Minute Conversation : The Way You Should Be Thinking: https://www.amazon.com/Minute-Conversation-Should-Thinking-Business/dp/1950088952ย 

Donโ€™t be a D.U.M.B. Business Owner : (Don't Understand My Business) : https://www.amazon.com/gp/product/B08GV2XLGN/ref=dbs_a_def_rwt_bibl_vppi_i1

ย 

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]]> Mike Milan, Ep. 5 Insightful Accountant 00:34:18 Mike "Cash Flow Mike" Milan of Truly Financial joins Accounting Insiders to chat about his beginnings as a business owner, how not to be a D.U.M.B business owner, and how Truly Financial can improve your business. Mike "Cash Flow Mike" Milan of Truly Financial joins Accounting Insiders to chat about his beginnings as a business owner, how not to be a D.U.M.B business owner, and how Truly Financial can improve your business. false full 5 a13bd887-53c9-4ebd-bf74-7315e93b53ff Stephen Smith, CPA, Ep. 4 Stephen Smith, the CEO & Owner of Controllership Solutions, joins Gary to talk about earning the trusted advisor status, and the evolution of client relationships.

Live from Scaling New Heights, Stephen talks about how he leverages his Top 100 Award title in his business, how he starting in accounting, and how continues to be successful.

Listen now to learn how Stephen manages his firm, what's in his preferred tech stack, and how he earns his trusted advisor status.

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]]> Tue, 27 Sep 2022 02:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/steven-smith-cpa-ep-4-vFxuivH1 Stephen Smith, the CEO & Owner of Controllership Solutions, joins Gary to talk about earning the trusted advisor status, and the evolution of client relationships.

Live from Scaling New Heights, Stephen talks about how he leverages his Top 100 Award title in his business, how he starting in accounting, and how continues to be successful.

Listen now to learn how Stephen manages his firm, what's in his preferred tech stack, and how he earns his trusted advisor status.

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]]> Stephen Smith, CPA, Ep. 4 Insightful Accountant 00:24:53 Stephen Smith, the CEO & Owner of Controllership Solutions, joins Gary to talk about earning the trusted advisor status, and the evolution of client relationships. Stephen Smith, the CEO & Owner of Controllership Solutions, joins Gary to talk about earning the trusted advisor status, and the evolution of client relationships. false full 4 faf0053c-8262-461b-8f42-c1853cba8bd4 Jennie Moore, Ep. 3 Jennie Moore, the Partnerships Manager at Ignition, joins Gary to talk about what makes a stellar proposal, how Ignition can help improve accounting firms, and how Jennie uses Ignition in her own business!ย 

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Is your accounting firm still using Microsoft Word to send proposals and engagement letters? Do you want want your client onboarding system to be more streamlined? Jennie Moore is the Partnerships Manager at Ignition and she shares with Gary how Ignition can help firms improve their time management, easily create branded proposal and engagement letters, and get paid fast. Listen now to learn how Jennie uses Ignition in her own business, and how she turned a $12,000 mistake into a valuable lesson, and how Ignition makes creating a stellar proposal a breeze.ย 

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]]> Tue, 20 Sep 2022 04:00:00 +0000 insightfulactnt@gmail.com (Insightful Accountant) https://accounting-insiders.simplecast.com/episodes/jennie-moore-ep-3-_jI6q1NH Jennie Moore, the Partnerships Manager at Ignition, joins Gary to talk about what makes a stellar proposal, how Ignition can help improve accounting firms, and how Jennie uses Ignition in her own business!ย 

ย 

Is your accounting firm still using Microsoft Word to send proposals and engagement letters? Do you want want your client onboarding system to be more streamlined? Jennie Moore is the Partnerships Manager at Ignition and she shares with Gary how Ignition can help firms improve their time management, easily create branded proposal and engagement letters, and get paid fast. Listen now to learn how Jennie uses Ignition in her own business, and how she turned a $12,000 mistake into a valuable lesson, and how Ignition makes creating a stellar proposal a breeze.ย 

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]]> Jennie Moore, Ep. 3 Insightful Accountant 00:18:57 Jennie Moore, the Partnerships Manager at Ignition, joins Gary to talk about what makes a stellar proposal, how Ignition can help improve accounting firms, and how Jennie uses Ignition in her own business! Jennie Moore, the Partnerships Manager at Ignition, joins Gary to talk about what makes a stellar proposal, how Ignition can help improve accounting firms, and how Jennie uses Ignition in her own business! false full 3 87539774-9e93-4039-a4e3-a38fdef0b900 Nana Guenther CPA, CA, Ep. 2 Nana Guenther, CPA, CA, joins Gary to talk all about how using Dext can improve your firm!
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Are you looking for an application to save your accounting firm time? Is your team spending valuable time on data entry? Nana Guenther, the Senior Practice Solutions Expert at Dext, shares how their application can help accounting firms achieve more efficient workflows and 99% accurate data extractions, all while integrating with your chosen accounting software.
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Listen now to learn how Nana found Dext, why it's important for firms to adopt new technology, and how to encourage young accountants to join and remain in the field.ย 

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]]> Mon, 12 Sep 2022 06:25:07 +0000 insightfulactnt@gmail.com (Nana Guenther, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/nana-guenther-cpa-ca-ep-2-05xctupz Nana Guenther, CPA, CA, joins Gary to talk all about how using Dext can improve your firm!
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Are you looking for an application to save your accounting firm time? Is your team spending valuable time on data entry? Nana Guenther, the Senior Practice Solutions Expert at Dext, shares how their application can help accounting firms achieve more efficient workflows and 99% accurate data extractions, all while integrating with your chosen accounting software.
ย 


Listen now to learn how Nana found Dext, why it's important for firms to adopt new technology, and how to encourage young accountants to join and remain in the field.ย 

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]]> Nana Guenther CPA, CA, Ep. 2 Nana Guenther, Gary DeHart 00:21:26 Nana Guenther, CPA, CA, joins Gary to talk all about how using Dext can improve your firm! Nana Guenther, CPA, CA, joins Gary to talk all about how using Dext can improve your firm! tax, accountingsoftware, bookkeping, quickbooks, accountinginsiders, accountant, accounting, scalingnewheights, dext false full 2 b098e3cd-7b03-4860-96eb-211b1ea3222d Jonathan Bello, Ep. 1 Jonathan Bello, the owner of One 8 Solutions and a Top 100 Award winner, joins Gary DeHart for the debut of Insightful Accountant's new podcast, Accounting Insiders!ย 

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Live from Scaling New Heights 2022, Gary asks Jonathan specifics about how he runs his firm, what his preferred tech stack is, and how he's shaped his firm to be successful!

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Listen now to learn the importance of succession planning in your firm, how adapting to new technology can save you hours of your work day, and how winning the title of Top 100 ProAdvisor has helped his business.ย 

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]]> Mon, 22 Aug 2022 21:55:22 +0000 insightfulactnt@gmail.com (Jonathan Bello, Gary DeHart) https://accounting-insiders.simplecast.com/episodes/jonathan-bello-ep-1-jtVKvaIQ Jonathan Bello, the owner of One 8 Solutions and a Top 100 Award winner, joins Gary DeHart for the debut of Insightful Accountant's new podcast, Accounting Insiders!ย 

ย 

Live from Scaling New Heights 2022, Gary asks Jonathan specifics about how he runs his firm, what his preferred tech stack is, and how he's shaped his firm to be successful!

ย 

Listen now to learn the importance of succession planning in your firm, how adapting to new technology can save you hours of your work day, and how winning the title of Top 100 ProAdvisor has helped his business.ย 

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]]> Jonathan Bello, Ep. 1 Jonathan Bello, Gary DeHart 00:25:27 Jonathan Bello, the owner of One 8 Solutions and a Top 100 ProAdvisor Award winner, joins Gary DeHart for the debut of Insightful Accountant's new podcast, Accounting Insiders! Jonathan Bello, the owner of One 8 Solutions and a Top 100 ProAdvisor Award winner, joins Gary DeHart for the debut of Insightful Accountant's new podcast, Accounting Insiders! tax, cashflow, bookkeeping, insightfulaccountant, quickbooks, accountinginsiders, accountant, one8solutions, accounting, scalingnewheights false full 1