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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
The Truth About Doing Taxes with AI thumbnail

The Truth About Doing Taxes with AI

Your Tax Practice In Depth 60 min

In The Truth About Doing Taxes with AI, Dr. Christine Gervais explores practical ways tax professionals can use AI while protecting sensitive taxpayer information. The session examines using Claude Cowork for source document organization, review notes, planning scenarios, and research, along with permissions, file access, and other privacy controls. It also addresses the broader risk considerations of AI-assisted tax work, including cyber liability and technology E&O coverage, engagement letter language, and Written Information Security Plan (WISP) updates under IRS Publication 4557 and the FTC Safeguards Rule.

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Who Do You Really Want as a Client? thumbnail

Who Do You Really Want as a Client?

Niche Marketing 60 min

In this Niche Marketing session, Gary DeHart explores how accounting professionals can define the clients they truly want to serve and use that clarity to make their marketing more effective. Gary walks through building an Ideal Client Profile (ICP) and buyer persona, identifying best-fit client characteristics and red flags, refining marketing messages, and aligning websites, LinkedIn profiles, referrals, and outreach with the prospects firms are best equipped to serve.

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Difficult Conversation Every Advisor Must Master thumbnail

Difficult Conversation Every Advisor Must Master

Mastering Business Growth 60 min

In this Mastering Business Growth session, Debra Kilsheimer tackles the difficult conversations every advisor must learn to navigate with confidence. She explores why challenging conversations can feel uncomfortable and introduces the P.R.E.P. framework—Purpose, Reality, Empathy, and Plan—to help advisors prepare, communicate clearly, set expectations, and move important client conversations toward productive outcomes.

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The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing thumbnail

The Growth Manager, Start to Finish: One Prospect, Six Skills, No Guessing

AI Deep Dive 60 min

In this exclusive Be Insightful AI Deep Dive, Jan Haugo, Founder of SmartAccountant.ai, demonstrates how accounting firms can build a more intentional and repeatable growth process using six connected AI skills in Claude. Follow one prospect from competitive research and content strategy through meeting preparation, case-study matching, prospect conversations, and proposal creation, showing how AI can act as a growth collaborator while helping firms pursue better-fit clients without relying solely on referrals or traditional cold calling. Speaker: Jan Haugo, Founder of SmartAccountant.ai

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Stop Reporting the Past Turn Numbers into Decisions thumbnail

Stop Reporting the Past Turn Numbers into Decisions

Mastering Business Growth 45 min

In this exclusive Be Insightful session, Debra Kilsheimer shows accounting professionals how to move beyond simply reporting historical numbers and turn financial data into meaningful business conversations. Learn how to identify the trends clients actually care about, translate accounting data into actionable insight, and use reporting conversations to support better decisions, planning, and business growth.

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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 50 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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