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Be Insightful Webinar Archive

All Practical Automations App Comparison Tech Stack Migrating From QuickBooks Desktop Niche Marketing Coach's Corner Your Tax Practice In Depth Human Resources Your Firm Accelerated Mastering Business Growth
Using AI in an Automation

Using AI in an Automation

Practical Automations 40 min

Kyle is going to continue to build on the journey from his first session, sharing practical tasks to automate within a firm and for personal productivity as well as explore the decision to DIY vs Buy when building automations . During this session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier. The key focus of the webinar series will be to get you comfortable with task automation, the options available to you and how to start tackling your automation wish list.

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Follow Up Training: Murph's ERP Alternatives to QuickBooks Workshop

Follow Up Training: Murph's ERP Alternatives to QuickBooks Workshop

Migrating From QuickBooks Desktop 51 min

⚙️ Webinar Follow-Up: ERP Alternatives to QuickBooks This training recap is for the essential webinar, "Explore ERP Alternatives to QuickBooks," presented by expert William "Murph" Murphy and "Be Insightful." This session is perfect for businesses with up to 1,000 employees and under $35 million in revenue that are ready to move beyond the limits of QuickBooks Desktop Enterprise or QuickBooks Online Advanced.

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Murph's ERP Alternatives to QuickBooks Workshop

Murph's ERP Alternatives to QuickBooks Workshop

Migrating From QuickBooks Desktop 66 min

Explore ERP Alternatives to QuickBooks with William “Murph” Murphy and “Be Insightful,” where Murph presents top ERP options for businesses outgrowing QuickBooks Desktop Enterprise or QuickBooks Online Advanced. In this webinar, he’ll cover the pros and cons of solutions like Acumatica, Epicore, Infor, Oracle NetSuite, MS Dynamics 365, Sage Intacct, and SysPro, all tailored for small-to-mid-sized companies needing advanced features like Inventory Management, Multi-entity Support, Project Tracking, and Workflow Automation. Perfect for businesses with up to 1,000 employees and under $35 million in revenue, this session is essential for firms seeking next-level software.

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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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AI Prompts For Accounting Firms

AI Prompts For Accounting Firms

Niche Marketing 56 min

Catch the replay of our exclusive webinar designed to help accounting firms streamline their content creation process using AI! Based on Janel Sykora’s "AI Prompts for Accounting Firms," this session walks you through how to leverage powerful tools like ChatGPT, Claude, and Google Gemini to craft engaging, tailored content for your firm. We cover practical prompts for generating blog posts, email sequences, sales presentations, and more—all while preserving your firm’s unique brand voice. Whether you're new to AI or looking to enhance your content strategy, this replay delivers actionable insights to help you save hours of work.

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Follow Up Training: ProAdvisor Preferred eCommerce Integrator Apps - A Comparison Workshop

Follow Up Training: ProAdvisor Preferred eCommerce Integrator Apps - A Comparison Workshop

App Comparison 28 min

This is your essential follow-up training for the insightful webinar, "ProAdvisor Preferred eCommerce Integrator Apps – A Comparison," featuring experts Murph, Jeff, Kelly, and Dawn. In this 56-minute deep dive, the panel provides a comprehensive, head-to-head analysis of the leading eCommerce connector applications, including: A2X Shopify (Native or other connectors) Synder

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ProAdvisor Preferred eCommerce Integrator Apps - A Comparison

ProAdvisor Preferred eCommerce Integrator Apps - A Comparison

App Comparison 57 min

Explore the 'ProAdvisor Preferred eCommerce Integrator Apps – A Comparison' webinar, where Murph, Jeff, Kelly, and Dawn provide an in-depth analysis of top eCommerce connectors like A2X, Shopify, and Synder. This 56-minute session reviews key evaluation criteria, developer reputations, and more.

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Strategies for Accounting Firms to Monetize QuickBooks Expertise

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Your Firm Accelerated 60 min

Discover how QB Express leverages 25+ years of QuickBooks training experience to help bookkeeping firms double their client acquisition rates through strategic, small-group classes and proven marketing techniques. In this video, we explore: ✅ How classes with 5–8 attendees achieve a 2.4 out of 5 conversion rate ✅ Why large workshops can generate up to $21,000 in one session ✅ Christine Mailer’s success in the childcare niche using 2-hour online sessions ✅ Hal Rosen’s email marketing and pre-call strategy during tax season ✅ How adding just 2 premium clients/month can earn $1.8M in 5 years ✅ The power of a seven-touchpoint follow-up system for long-term growth ✅ Best practices for monthly scheduling, marketing timelines, and curriculum selection 📅 Pro tip: Host your class on the 3rd Thursday of each month, with promotions starting 2–3 weeks ahead! 🎁 BONUS: Get a 50% discount on QuickBooks Online as a QB Express network member!

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Follow Up Session: The REAL Reason You're Not Hitting Your Goals (And How to Fix It)

Follow Up Session: The REAL Reason You're Not Hitting Your Goals (And How to Fix It)

Coach's Corner 28 min

Tired of the Goal-Setting Grind? This isn't your typical webinar—it's the follow-up required for real progress. We're diving deep into the exact reasons why goals stall, drawing on the client-proven strategies that lead to true achievement. If you set goals this year and are still short, or if you need a focused plan to finish the year strong, this is for you. We will immediately break down your final targets into actionable 30-day increments. Learn the vital skill of converting obstacles into powerful data—your exact roadmap for success. Stop setting goals, and start achieving them now!

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The REAL Reason You're Not Hitting Your Goals (And How to Fix It)

The REAL Reason You're Not Hitting Your Goals (And How to Fix It)

Coach's Corner 63 min

This will not be your typical goal-setting webinar. We’ve all set goals, but where I find it most helpful for the clients that I work with is working on why they are not achieving their goals, and I‘m going to bring the knowledge that I’ve gained from working with these clients as they achieve their goals to this webinar. This webinar is for you if you’ve set goals for this year but haven’t reached them yet, or if you want to set new goals to finish the year strong. We’ll examine what you want to achieve by the end of this year and break each goal down into 30-day increments. You’re going to learn how to use the data you collect from any of the obstacles you face and use this data as your next step to reaching your goal.

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Understanding the Tools

Understanding the Tools

Practical Automations 62 min

Kyle is going to take participants on a journey through choosing the right automation tools, sharing practical tasks to automate within a firm and for personal productivity as well as explore the decision to DIY vs Buy when building automations.

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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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