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Be Insightful Webinar Archive

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What It’s Really Like Serving Restaurant Clients and Why You Should Do It Anyway

What It’s Really Like Serving Restaurant Clients and Why You Should Do It Anyway

Tech Stack 53 min

Learn how to build a smarter, leaner tech stack for your accounting or CAS firm. In this Be Insightful Members-Only session, Sherri Radler breaks down how to streamline workflows, cut tech waste, reduce friction, and scale with the right tools. She explains the difference between adoption and true leverage, how to evaluate gaps and overlaps, and why cleaner processes lead to calmer days, happier clients, and stronger margins. If you want actionable steps to simplify your firm’s operations, this session covers it from start to finish.

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Cloud Accounting Apps

Cloud Accounting Apps

Tech Stack 56 min

Are you using the right tech tools to streamline your firm’s accounting work and create high-value client financials? In this session and two follow-up deep dives with Kellie Parks CPB, we will discover cloud accounting technology that enhances efficiency, collaboration, and financial reporting while strengthening your firm’s security and service. 🚀 Maximize efficiency in your accounting firm 💰 Improve cash flow with optimized AP & AR solutions 🔒 Ensure security and compliance with the latest tools 📈 Strengthen client relationships through better reporting 📊 Leverage technology to provide premium services without extra workload

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Discovery and Onboarding, Re-engagement and Dis-engagement Tech

Discovery and Onboarding, Re-engagement and Dis-engagement Tech

Tech Stack 59 min

We will cover the following topics in detail with worksheets, checklists and actionable steps to take. After attending, attendees will: ☑️ Understand that is is key to start with your desired outcomes for the processes so that the tech and systems guide you to the right goals. ☑️ Gain the knowledge of what app verticals are necessary to ensure smooth client onboarding, re-engagement, and disengagement experiences while streamlining the process for your firm ☑️ Focus on the steps and communications necessary to create exceptional client experiences and firm efficiency.

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Choosing Your Practice Management APP

Choosing Your Practice Management APP

Tech Stack 57 min

Join us in this insightful session led by Kellie Parks, a cloud accounting expert, as we explore the benefits of using practice management apps to streamline your workflow and client management. This webinar delves into the key features of internal and client-facing apps, including accounting-centric options like Canopy, Karbon, and Mango. Kellie emphasizes the importance of UX/UI in app selection to enhance user experience, and highlights automation features such as email templates and task dependencies.

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Getting Started with Your Cloud Tech Stack

Getting Started with Your Cloud Tech Stack

Tech Stack 55 min

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.

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