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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 AI Deep Dive QB Talks
Your AI Policy Isn't Built for What's Coming (Building an AI Handbook for the Agentic Future) thumbnail

Your AI Policy Isn't Built for What's Coming (Building an AI Handbook for the Agentic Future)

Tech Stack 60 min

In this session, Sheri Radler, CPA, CMA, CEPA of R Accounting Group, explores how tax and accounting firms can prepare their AI policies for the rapidly evolving agentic AI landscape. Learn how to build a practical AI governance framework on top of your firm’s existing Written Information Security Plan (WISP), incorporating human oversight, approved technology, data governance, accountability, transparency, and continuous improvement to help teams adopt AI responsibly and securely.

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Win Better Leads with Local Service Ads thumbnail

Win Better Leads with Local Service Ads

Niche Marketing 45 min

In this Niche Marketing session, James Donovan explains how accounting firms can generate more qualified inbound leads using Google Local Service Ads (LSAs). Learn how the pay-per-lead model differs from traditional Google Ads, why LSAs attract high-intent prospects, and the practical steps to set up, optimize, and grow a campaign that helps your firm win more local clients while reducing reliance on referrals and outbound prospecting. Connect with James 👉 https://www.linkedin.com/in/jamesbdonovan?originalSubdomain=ca

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Still in the Room: Your Role When AI Does the Work thumbnail

Still in the Room: Your Role When AI Does the Work

Mastering Business Growth 50 min

In this exclusive Be Insightful – Mastering Strategies for Growth session, Debra Kilsheimer explores why the future of accounting belongs to professionals who can think strategically, communicate effectively, and build trusted client relationships alongside AI. The session examines how accountants can increase their value beyond compliance work, strengthen advisory skills, and remain indispensable as automation transforms the profession. Attendees leave with practical strategies for embracing AI while elevating the uniquely human skills clients rely on most. 🔗 Connect with Debra 👉 https://www.linkedin.com/in/debbiekilz/

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Goal Setting, Accountability & Focus Workshop thumbnail

Goal Setting, Accountability & Focus Workshop

Coach's Corner 43 min

Tight Deadlines. Heavy Workloads. Long Hours. Client demands. Workloads. Non-stop to-do lists. Accountants are no strangers to the pressure of trying to “do it all.” But what if you didn’t have to push through everything alone? The Goal Setting, Accountability & Focus Workshop is a dedicated co-working session designed specifically for accountants who want to get results without burning out. In this session, you’ll: • Set clear, realistic goals for the time we spend together • Break those goals down into actionable steps • Identify obstacles (and create strategies to overcome them) • Strengthen the mindset needed to stay focused and follow through Connect with Chris on 🔗 https://www.linkedin.com/in/christinepanek/

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$50k Tax Plan: Turning One Client Strategy Into a Scalable Revenue Engine thumbnail

$50k Tax Plan: Turning One Client Strategy Into a Scalable Revenue Engine

Your Tax Practice In Depth 60 min

In this session of Your Tax Practice in Depth, Dr. Christine Gervais explores how accounting firms can transform proactive tax planning into a scalable, recurring revenue service. The session, The $50K Tax Plan: Turning One Client’s Strategy Into a Scalable Revenue Engine, walks through practical frameworks for packaging tax planning services, identifying repeatable client strategies, building profitable workflows, and creating year-round advisory opportunities outside of busy season. Attendees also gain implementation guidance, technology recommendations, and actionable steps for launching or expanding a modern tax planning practice. Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

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Build Your GL Audit System: Catch What Slips Through thumbnail

Build Your GL Audit System: Catch What Slips Through

AI Deep Dive 53 min

In this exclusive Be Insightful AI Deep Dive session, Jan Haugo of SmartAccountant.ai demonstrates how accounting professionals can build an AI-powered General Ledger (GL) Audit System to identify anomalies, catch coding errors, and improve data quality before month-end close. Attendees learn how to create a scalable error detection workflow using AI, develop business context briefs, safely sanitize client data, and generate audit-ready workpapers. The session provides practical guidance for reducing manual review time, improving quality assurance processes, and leveraging AI to strengthen accounting and bookkeeping workflows. Connect with Jan 👉 https://www.linkedin.com/in/janhaugo

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Class #7 - AI That Actually Helps thumbnail

Class #7 - AI That Actually Helps

Mastering Business Growth 57 min

In this engaging AI-focused session, Debra Kilsheimer shares practical strategies for helping accounting professionals use artificial intelligence as a thinking partner rather than simply a search tool. Attendees learn how to write better prompts, improve decision-making, enhance marketing and pricing strategies, streamline workflows, and leverage AI to increase productivity without sacrificing human judgment. Debra demonstrates how accountants and bookkeepers can combine AI efficiency with expertise, communication, and advisory skills to create greater value for clients and future-proof their firms. 🔗 Connect with Debra 👉 https://www.linkedin.com/in/debbiekilz/

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From Data To Decisions: Designing a Tech Stack That Actually Drives Business Insight thumbnail

From Data To Decisions: Designing a Tech Stack That Actually Drives Business Insight

Tech Stack 57 min

In this session of Tech Stack Assembly, Sheri Radler discusses how accounting firms can move beyond traditional reporting to deliver greater client value through advisory services, automation, and actionable financial insights. The presentation explores the five-stage framework of accounting data management — from data capture and validation to interpretation and client advisory — while emphasizing the importance of communication, financial digest reporting, and technology-enabled workflows in modern accounting practices. Sheri also highlights QuickBooks automation, reconciliation best practices, management reporting strategies, and ways firms can strengthen client relationships through proactive advisory services.

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Class #6 - Pricing the Promises | Mastering Strategies For Growth thumbnail

Class #6 - Pricing the Promises | Mastering Strategies For Growth

Mastering Business Growth 57 min

In this session of Mastering Strategies for Growth, Debra dives into one of the biggest challenges business owners face today: pricing. Focusing on “Pricing the Promise,” she unpacks why pricing remains a persistent struggle and how misconceptions often lead to undervaluing services. Debra shares practical strategies to confidently price your offerings, shift toward value-based thinking, and communicate the true worth of your services to clients. Attendees walked away with actionable insights to refine their pricing approach and strengthen profitability. If you're struggling with pricing, this is a must-watch session. 🔗 Connect with Debra 👉 https://www.linkedin.com/in/debbiekilz/

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Coach's Corner | Goal Setting, Accountability & Focus Workshop thumbnail

Coach's Corner | Goal Setting, Accountability & Focus Workshop

Coach's Corner 41 min

What happens when a group session turns into a one-on-one coaching call? You get real, unfiltered insights you won’t usually hear. In this Coach’s Corner session, Chris Panek works directly with Nancy, diving into real challenges like managing 75 clients during tax season, reducing stress, and navigating the transition to QuickBooks Online. From practical workflow strategies to mindset shifts that actually make a difference, this session offers a rare behind-the-scenes look at how experienced professionals think and operate. If you’re looking for practical advice, honest conversations, and strategies you can apply immediately, this is one session worth watching.

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Why Prospects Ghost You And How To Fix It | Niche Marketing thumbnail

Why Prospects Ghost You And How To Fix It | Niche Marketing

Niche Marketing 58 min

In this Niche Marketing session, James Donovan, founder of Accounting Leads Now, breaks down why prospects disengage during the sales process and how accounting firms can fix it. Learn practical strategies including the Three W’s framework, improving discovery calls, positioning your services as an investment, and creating a follow-up system that keeps prospects engaged and moving forward. This session is ideal for accountants looking to increase conversions, reduce ghosting, and build a more consistent sales process.

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Class #5 - Say It So They Buy It: Language That Sells the Transformation | Mastering Strategies For Growth thumbnail

Class #5 - Say It So They Buy It: Language That Sells the Transformation | Mastering Strategies For Growth

Mastering Business Growth 33 min

In Mastering Strategies for Growth | Class No. 5, “Say It So They Buy It: Language That Sells the Transformation,” speaker Debra Kilsheimer shared practical ways accounting professionals can use clearer, more human language to communicate value and move prospects away from price-only comparisons. The session focused on shifting from task-based language to outcome-based language, using simple talk tracks to handle client questions with confidence, and explaining services in a way that highlights results, not just process. Attendees walked away with practical messaging tools they can use in sales conversations, proposals, and everyday client communication.

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The AI Operating System Build Session: How Accounting Firms Turn AI Into Safe, Scalable, Monetizable Systems thumbnail

The AI Operating System Build Session: How Accounting Firms Turn AI Into Safe, Scalable, Monetizable Systems

AI Deep Dive 67 min

In this AI Deep Dive build session, Jan Haugo (Founder of smartaccountant.ai) breaks down how accounting firms can turn AI into safe, scalable, and monetizable systems, not just one-off prompts. You’ll learn the difference between prompts, Projects, and Custom GPTs, and why that matters when you’re trying to build repeatable workflows your team can actually use. Jan walks through a hands-on build of an AI Policy + Risk Advisor GPT to help firms evaluate what’s safe to upload, what needs to be redacted, and when to escalate for review. Then she demonstrates an advisory analysis pipeline that starts with financial analysis in ChatGPT and moves to Claude for an executive-ready narrative and an HTML-style dashboard. You’ll also see real examples of AI operating systems firms can use across operations, HR, sales, client service, month-end close, and advisory.

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Mastering Strategies For Growth: Class #4 - Packaging the Promises thumbnail

Mastering Strategies For Growth: Class #4 - Packaging the Promises

Mastering Business Growth 47 min

In this Be Insightful’s Mastering Strategies for Growth, Debra Kilsheimer breaks down how to stop selling tasks and start selling outcomes clients actually want to buy. You’ll learn a simple 3-step method to inventory what you already do, rank it by client value (not effort), and wrap it into clear packages that make pricing easier to defend and easier for clients to say yes to. Deb also introduces the CAS “smile curve” to help you package the high-value work on the ends, contain the commoditized middle, and stay competitive as AI reshapes bookkeeping.

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Building Your Niche Tax Practice From Generalist to Specialist in Today's Competitive Market thumbnail

Building Your Niche Tax Practice From Generalist to Specialist in Today's Competitive Market

Your Tax Practice In Depth 52 min

Build a more profitable and sustainable tax practice by narrowing your focus. In this Be Insightful members-only webinar, CPA Christine Gervais of Cultivate Consulting breaks down why generalist firms get squeezed by automation, DIY tax software, and pricing pressure and how niche specialists stand out with stronger positioning, smarter pricing, and scalable systems. You’ll learn how to identify profitable niche opportunities, define your ideal client, package advisory services, and implement repeatable workflows so your firm can grow revenue while reducing burnout and operational stress.

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ChatGPT For Accountants: Practical Wins in 60 Minutes (Safe+Repeatable Workflows) thumbnail

ChatGPT For Accountants: Practical Wins in 60 Minutes (Safe+Repeatable Workflows)

AI Deep Dive 65 min

In this exclusive Be Insightful webinar, Jan Haugo of SmartAccountant.ai walks you through practical, real-world ways to use ChatGPT and AI tools inside your accounting firm. No hype. No theory. Just workflows you can actually use starting Monday. You’ll learn where AI fits in the accounting process (and where it absolutely does not), how to protect client data using a simple red-yellow-green safety framework, and how to sanitize financial reports before using AI. Jan also breaks down a proven prompting structure so you get consistent, usable outputs instead of generic AI responses. This session includes live builds showing how to: • Create pre-QC checklists and SOPs to reduce reviewer rework • Turn messy internal notes into structured workflows • Cut client email time using repeatable response templates • Build a prompt library your whole team can reuse\ Member Resources Included: ✔ Webinar recording access ✔ Slide deck (available here) ✔ Prompt library templates ✔ SOP builder toolkit ✔ Client email prompt pack This training is part of your Be Insightful membership and is designed to help you work faster, stay compliant, and implement AI safely without adding complexity to your firm.

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QB Talks: What’s New in QuickBooks (January 2026) thumbnail

QB Talks: What’s New in QuickBooks (January 2026)

QB Talks 63 min

Stay up to date on the latest QuickBooks updates with Murph (William Murphy). In this session, we break down the new QBO interface, AI-powered bank feeds, inventory enhancements, Intuit Accountant Suite (IAS), payroll updates, Desktop changes, pricing increases, and what these updates mean for accountants and ProAdvisors in 2026. If you work with QuickBooks Online, Desktop, or Intuit Enterprise Suite, this is a must-watch update.

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We Can't Ignore AI Forever (Trust Us, We Tried) thumbnail

We Can't Ignore AI Forever (Trust Us, We Tried)

AI Deep Dive 30 min

In the kickoff episode of AI Talks, Donna Reade breaks down why accountants can’t ignore AI anymore and how to start using it without panic. Learn how AI actually works, why prompts matter more than tools, and simple ways to use ChatGPT for client communication, workflow support, and everyday productivity. This session focuses on practical adoption, not hype, so you can start using AI with confidence.

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