In this session, you’ll learn practical strategies and impactful shifts to manage stress, maintain energy, and prioritize your well-being…even when the workload seems never-ending. By implementing small but powerful changes, you can avoid burnout, improve focus, and maintain your health, happiness, and sanity during the busiest time of the year while achieving more balance and control.
Is your accounting or bookkeeping firm struggling to attract the right clients despite your expertise? You're not alone. Many financial professionals excel at their technical work but miss marketing opportunities that could transform their practice. In this Be Insightful webinar, you'll discover the five most common marketing pitfalls that hold accounting firms back—and learn practical, implementable solutions to overcome them. From refining your messaging to capturing more leads and building client trust, this session will give you the tools to elevate your marketing strategy and grow your practice. Whether you're a solo practitioner or managing a growing firm, you'll walk away with specific tactics you can implement immediately to attract more of your ideal clients and increase your practice's profitability.
Learn to identify lucrative training opportunities, market your services locally, and leverage your professional networks to secure high-level engagements that align with your expertise. Upon completing this session, attendees should: 1. Identify Target Markets: Align your strategy with your unique expertise. 2. Promoting QuickBooks Training Locally – Explore effective strategies for marketing QuickBooks training classes within your local community. 3. Discover top-tier training opportunities: High-level engagements that elevate your expertise even further. Our forte. 4. Leverage Professional Networks: Utilize industry connections and professional associations to access premium training opportunities. 5. Craft a Winning Proposal: Learn how to create compelling proposals to attract and secure large training contracts or appeal to local businesses.
Join us for this follow-up workshop where Murph breaks down his in-depth evaluation of six Backup Apps for QuickBooks Online. In this session, we'll dive into key findings, including backup functionality, file retention, recovery capabilities, security, and compliance standards. Murph will also reveal how each app ranks based on his nine App Comparison criteria, helping you determine the best fit for your needs. Don’t assume all backup apps are the same—find out what they really offer and what they don’t!
For this webinar, Murph has identified and evaluated six (6) Backup Apps for QuickBooks Online. Of these six, only one can currently be found in the QuickBooks Online (US) App Store. He has identified thirty-eight features and functions covering core backup functionality, backup file retention and off-boarding, recovery capabilities, data protection capabilities, and security and compliance standards. Each of the six apps has been analyzed to determine what they offer in the way of these functions. Presently, forty (40) objects, including lists, transactions, and other data objects, can be backed up from QuickBooks Online files. Murph has gleaned each of these apps for its ability to capture and restore these objects. You may think they all back up everything, but guess what? They don’t! Murph has also applied his nine (9) App Comparison criteria, which work with any app, to create composite scores by which each app can be ranked.
Do This, Not That for Marketing in 2025," is tailored for accountants who are ready to refine their marketing approaches in the rapidly evolving digital landscape. As the business world shifts from an attention economy to a trust economy and compliance services have commoditized, your approach to marketing needs to adapt. This session will guide you through the critical tactics for marketing your expertise in 2025, the importance of authenticity in building trust, and strategic use of AI to optimize your efforts. Discover practical steps to distinguish your firm, create a long term lead generation strategy for high quality clients, and efficiently integrate AI to amplify your bandwidth, positioning your firm for success in a competitive market.
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.
In this session Kyle continues to build on the journey from his first 2 sessions, sharing practical tasks to automate within a firm and for your clients . During this session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier.
In this session, accountants and tax preparers will explore a structured approach to setting and achieving meaningful goals for both their professional and personal lives. This presentation will combine practical goal-setting strategies with mindset and motivational techniques that will lead to long-term achievement. By identifying core values, visualizing desired outcomes, and overcoming common barriers, participants will leave with a clear, actionable plan for setting goals that align with their vision for a balanced, fulfilling life. This presentation offers tools to stay committed, build resilience, and develop the mindset needed to meet and exceed both personal and professional desires.
Payroll solutions were among the most highly ranked ecosystem apps by the 2024 Top 100 ProAdvisors. As a result, Insightful Accountant has teamed up with William 'Murph' Murphy to put together an objective-based comparison of the most popular Payroll solutions on the market. Murph's Payroll Solutions Comparison Program will examine multiple payroll solutions (Assure, ADP, Deal, Gusto, JustWorks, On-Pay, Paychex, Paycor, Patriot, QuickBooks, Rippling, and Wholesale Payroll) by examining their key features and benefits, pros and cons, and objective measurements that will result in a composite ranking.
This session will walk you through the process of implementing your plan, covering everything from selecting the right training materials to choosing the optimal dates for maximum response. You'll explore various delivery options, including live sessions, online courses, and one-on-one training. Additionally, you'll receive a step-by-step guide complete with written processes to ensure seamless execution of your plan.
Learn how to create your own organic marketing strategy to optimize leads that are already right in front of you as well as to capture and nurture new ideal prospects. In this session Janel will teach you the best tools and prompts for writing blog posts, video scripts and social media captions.
