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"How To" content by the advisor for the advisor

Be Insightful, the comprehensive membership program designed to educate and train ProAdvisors and Accountants like you to excel in today's ever-changing accounting landscape.

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Why staying current feels harder than ever

Staying current in accounting used to feel manageable. Lately, many professionals are saying it feels different.

It's not just AI. It's new tools, new expectations, and constant updates coming from every direction.

Most professionals are asking the same questions:

  • How do I keep up without adding more to my plate?
  • What do I actually need to know right now?
  • What can I safely ignore?
Be Insightful was created in response to these exact questions.
 

What Be Insightful helps you do

Be Insightful exists to make staying current simpler for accounting professionals.

Instead of chasing one-off webinars or scrambling for CPE at the end of the year, members get:

  • A Clear way to stay informed on what's changing
  • Ongoing access to education that fits into real workdays
  • Practical Insights focused on how work is actually done in firms
This isn't about more.
It's about knowing what matters.

Who Be Insightful is Built for

Be Insightful is designed for accounting professionals who:

  • Care about staying current, but don't want constant noise
  • Want practical insight, not theory or hype
  • Prefer learning that fits into real schedules
  • Value clarity over volume
If you've ever thought, "I just want a clearer way to keep up," you're in the right place.

Education that supports your work—
not just your credits

Many firms and individuals treat professional education as a legitimate business expense.

Be Insightful is designed to:

  • Replace one-off webinar purchases
  • Simplify education budgeting
  • Support year-round learning in one place
It's education you can actually use and justify.

What you get as a member

Be Insightful Member Tracks

9 training tracks focused on a variety of content to take your practice to the next level.
Plus, you can earn up to 30+ hours of CPE!
Premium Content - Murph - App Comparison (1)

App Comparisons

Murph features various comparisons of app categories, such as e-commerce, expense management, Time and Payroll, and others.

Premium Content - James

Niche Marketing 

Accounting firm marketing expert Janel Sykora walks you through an in-depth process for growing your firm while you grow your brand.

Premium Content - Sheri (1)

Tech Stack

Elevate your firm's technology game as Sheri guides you through the process of developing a tailored tech stack that fits the needs of your firm.

Premium Content - Murph - Migrations (1)-1

Migrating from Quickbooks Desktop Pro/Plus

Through this series, Murph will help you identify and implement the best migration options for your clients, ensuring seamless transitions and optimized solutions.

Premium Content - Christine-1

Your Tax Practice

Christine Gervais shares her expertise in this series focused on apps, implementation and maximizing customer service for your firm. 

Premium Content - Jan

AI Deep Dive

QBExpress teaches you how to grow your firm by leveraging the skills you already have, including tips on how and where to develop new clients.

Premium Content - Michelle (1)

Human Resources

Michelle LeBlanc helps you focus on your most important asset, your people, to ensure you're treating them well and covering yourself in the process. 

Premium Content - Chris-2

Coach's Corner

Chris Panek, CPA and Coach, will share how to build the business of your dreams without sacrificing what’s important in your personal life.

Premium Content - Debra (2)

Mastering Business

Join Debra Kilsheimer as she helps you master key strategies to grow and scale your business, giving you a clear roadmap for sustainable success.

Everything Accountants Need to Stay Ahead. One Membership.

Live CPE webinars, on-demand training, tools, and insider content built for real firm growth. No fluff. No overwhelm.

Equip your entire firm to make smarter technology decisions

 Vendor-neutral research, buyer guides, and implementation frameworks to help your team choose and implement the right platforms. 

Save 15% on annual plan!

Be Insightful Individual

$29929 /year /month

Get Started
Get Started

Be Insightful For Firms

Up To 5 Team Member

$52949 /year /month

Get Started
Get Started

Be Insightful Individual

Be Insightful For Firms

Content Access
Core Content Access
Access to essential accounting and technology content, including articles, updates, and industry insights.
Enhanced Editorial Content
Deeper analysis and expert perspectives to help you stay ahead of industry and technology changes.
Webinar Access (Live)
Join live sessions covering accounting technology, trends, and practical insights.
Non-Member Webinar Archives
On-demand access to past webinars so your team can learn at their own pace.
Members Only Webinars & Archives
Advanced Topic Coverage (AI, ERP, etc.)
Expanded content across areas like AI, ERP systems, and emerging accounting technologies.

Research & Decision Support
Vendor-Neutral Research
Technology Buyer Guides
Structured guidance to evaluate and select the right platforms based on your firm’s needs.
App Comparisons
Side-by-side comparisons to help your team assess tools consistently and confidently.
Implementation Playbooks
Step-by-step guidance to reduce risk and ensure successful technology rollouts.
Benchmark Reports
Insights into how other firms are adopting and using technology to inform your decisions.
Member Briefings

Firm Enablement
Be Insightful Individual Access
Allows multiple team members to access and use the platform, ensuring aligned decision-making across your firm.
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Be Insightful Team Access (Multi-User)
Allows multiple team members to access and use the platform, ensuring aligned decision-making across your firm.
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Shared Firm Insights
Enables your team to work from the same research and frameworks when evaluating technology.
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Cross-Team Alignment Support
Helps leadership, operations, and implementation teams stay aligned on technology decisions.
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Resources & Tools
Downloadable Resources
Templates, checklists, and guides your team can use to support evaluations and implementations.
Event Access (Free/Discounted)
Free or discounted access to select Insightful Accountant events and sessions.
Training Access
Educational sessions designed to help your team better understand and implement technology.

Full Access Included in Every Plan

Everything Included in Be Insightful

Both Individual and Firmwide members receive full access. Firmwide plans extend access across your entire team. (Up To 5 Team Member)

Expanded Content & Live Learning

  • 🎯 QB Monday Minute Articles
  • 🎯 Monthly Tax, IRS, and Xero insights
  • 🎯 Apps Directory
  • 🎯 Podcasts & Video Interviews
  • 💻 App Academy (Live & Archive)
  • 🎯 Press Releases
  • 🎯 Top Advisor & ProAdvisor Content

Live & Archived Webinars

  • 💻 QB Talks
  • 💻 QB Talks Apps
  • 💻 Cash Flow Mastery
  • 💻 Practice Management
  • 💻 Restaurant Niche
  • 💻 TPN Tax Talks
  • 💻 AI Talks

Advanced Insights for Technology Decisions

(Live & Archived Webinar)

  • 💻 ERP & Migrations
  • 💻 Tech Stack & Systems
  • 💻 Tax Practice (In-Depth)
  • 💻 Niche Marketing & HR
  • 💻 Coach’s Corner & AI Deep Dive
  • 💻 Business Growth

Editorial & Updates

  • 🎯 First Look Editorial Content
  • 🎯 Advisor Alliance Content
  • 🎯 Ecosystem Updates
  • 🎯 IRS & Regulatory Updates
  • 🎯 Event Updates & Calendar

On-Demand Learning & Deeper Insights

  • 🎯 Expanded coverage across QuickBooks, AI, Xero, Tax, and Non-Intuit platforms
  • 💻 QB Talks & Marketing Talks
  • 💻 Practice Management & Industry Niches
  • 💻 TPN Tax Talks & Future Forward
  • 💻 AI Talks & QB Talks Apps

Additional Benefits & Resources

  • ✓ Free or discounted access to select live events
  • ✓ Downloadable resources (templates, slide decks, charts)
  • ✓ Access to select training programs
  • ✓ Limited ads
Get Individual Access Get Firmwide Access
Both Individual and Firmwide members receive full access. Firmwide plans extend access across your entire team. (Up To 5 Team Member)