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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
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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Class #3: Value Proposition Power thumbnail

Class #3: Value Proposition Power

Mastering Business Growth 51 min

In this third class with Debra Kilsheimer, Value Proposition Power, accounting and bookkeeping professionals learn how to clearly define what makes their business different and why the right clients should choose them. Debra breaks down how to move beyond generic service lists and create a clear, client-focused value proposition that attracts better leads, supports pricing confidence, and drives real business growth. You will learn how to speak in client language, highlight outcomes instead of tasks, and turn clarity into momentum.

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QB Talks | A Realm By Any Other Name thumbnail

QB Talks | A Realm By Any Other Name

QB Talks 59 min

Welcome to the premiere edition of QB Talks Apps from Insightful Accountant. In this session, Senior Technical Editor William “Murph” Murphy explains what QuickBooks “Realms” (Realm ID / Company ID) are, why they matter, and how they impact firms moving from QuickBooks Online Accountant (QBOA) to Intuit Accountant Suite (IAS). You’ll learn the differences between single realms, multi-tenancy, and multiple realms, how to choose the best seat realm for migration, and what issues can require Intuit support (billing, revenue share, ProConnect, duplicate clients). Murph also walks through a live demo showing how to upgrade to IAS, transfer clients, handle apps and team roles, and even how to downgrade and switch back if needed.

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LEADING FROM WHERE YOU ARE: SMALL ACTIONS THAT CREATE BIG IMPACT thumbnail

LEADING FROM WHERE YOU ARE: SMALL ACTIONS THAT CREATE BIG IMPACT

Human Resources 46 min

Leadership is not about titles. It is about how you show up every day. In this Be Insightful members-only webinar, Michelle LeBlanc, Founder of EvolveHRX, shares a practical, people-first approach to leadership that applies at every level of an organization. Hosted by Gary DeHart of Insightful Accountant, the session focuses on clear communication, trust-building, leading under pressure, and the small actions that create lasting impact. This session is especially relevant for accounting and professional services leaders heading into busy season.

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BEYOND HOLIDAY CARDS: Building Year-Round Client Appreciation Systems That Scale thumbnail

BEYOND HOLIDAY CARDS: Building Year-Round Client Appreciation Systems That Scale

Niche Marketing 53 min

In this Be Insightful session, marketing expert Janel Sykora (Cajabra Marketing for Accountants) breaks down how firms can move beyond once-a-year holiday cards and build year-round client appreciation systems that actually scale. Learn how to use automation, personalization, and thoughtful touchpoints to increase referrals, improve retention, and create deeper client relationships without adding more work to your plate. If you’re looking to strengthen your firm’s client experience and stand out in a crowded market, this training gives you practical steps you can start using right away.

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Class #1: Manifesto – Are You Prepared For A Good Thing? thumbnail

Class #1: Manifesto – Are You Prepared For A Good Thing?

Mastering Business Growth 38 min

Start your journey in the Mastering Strategies for Growth series with Class #1: Manifesto – Are You Prepared For A Good Thing? In this session, Debra Kilsheimer teaches firm owners how to rethink pricing, boundaries, client expectations, and the beliefs that shape how your accounting or bookkeeping firm actually runs. If you’ve been overworked, undercharging, or stuck with clients who drain your time, this class helps you rewrite the rules, build your manifesto, and design a firm that matches your real value. Watch the session replay and begin building a business that finally supports the life you want.

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Preparing for Busy Season Amid IRS Shutdown and Tax Law Changes thumbnail

Preparing for Busy Season Amid IRS Shutdown and Tax Law Changes

Your Tax Practice In Depth 56 min

CPA Christine Gervais breaks down what tax professionals need to know as we enter a challenging filing season after the IRS shutdown. Learn how delays, slow correspondence, backlog issues, and new tax laws will affect your workflow and your clients. What you’ll learn: • IRS shutdown impact on refunds, transcripts, notices • What another shutdown in January could mean • Early outreach strategies for smoother busy season • Tools to streamline client communication • Premium tax credit uncertainty for 2026 • Updates from the One Big Beautiful Bill • SALT cap changes, bonus depreciation, QBI, overtime and tip deductions • Training your team and updating organizers before tax season

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

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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Measuring What Matters: Performance in Growing Accounting Firms thumbnail

Measuring What Matters: Performance in Growing Accounting Firms

Human Resources 46 min

As small and mid-sized accounting firms grow, leaders quickly discover that the traditional performance review process doesn’t keep up. Annual or quarterly reviews often feel disconnected, overly time-consuming, and fail to provide employees with what they need most: clear expectations, actionable feedback, and pathways for growth. This webinar explores how to move beyond outdated review systems and create a manageable, modern approach to performance management. You’ll learn how to measure what matters, set employees up for success with development plans, and build a system that drives both accountability and retention, all without needing a full HR department.

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