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.
Why Be Insightful?
The accounting profession is always changing—with new tech, rules, and practices. As a ProAdvisor, staying ahead is key. Be Insightful gives you the tools and resources to do just that.
What does Be Insightful Offer?
Be Insightful goes beyond basic information. Our Be Insightful membership provides a dynamic learning environment with:
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 40 hours of CPE!
App Comparisons
Murph features various comparisons of app categories, such as e-commerce, expense management, Time and Payroll, and others.
Niche Marketing
Accounting firm marketing expert Janel Sykora walks you through an in-depth process forgrowing your firm while you grow your brand.
Tech Stack
Elevate your firm's technology game as Kellie guides you through the process of developing a tailored tech stack that fits the needs of your firm.
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.
Your Tax Practice
Christine Gervais shares her expertise in this series focused on apps, implementation and maximizing customer service for your firm.
Your Firm Accelerated
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.
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.
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.
Practical Automations
Kyle Turriff leads you to learn to get comfortable with automations and learn practical ways to build your own or find someone who can. Join Kyle to explore automation ideas and identify the next steps to effective automations.
Be Insightful Membership
What You Get
Everything You Need to Run a Smarter, More Profitable Firm
Exclusive access to monthly strategy sessions with industry pros
First-look insights on accounting tech trends and tools
Downloadable Templates, Checklists, and Guides you can actually use
Curated best practices from top-performing firms
Private member Q&A with thought leaders and firm owners
Discounts on partner products and future events
Earn up to 35 CPE credits per year through eligible webinars (Q&A sessions not included)
Access 9 specialized content tracks designed to help you grow
Enjoy unlimited on-demand access to our full webinar archive — rewatch any session anytime, at your convenience.
No Pop Up Ads
Stay sharp and stylish. We’ll send you a free Insightful Accountant shirt after your second month as a member — our way of saying thanks!
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