Be Insightful Webinar Archive

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.

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.

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

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.

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.

Tax Season Survival:  How To Take Care Of Yourself When Work Won’t Stop thumbnail

Tax Season Survival: How To Take Care Of Yourself When Work Won’t Stop

Coach's Corner 43 min

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.

What Great Accounting Websites Do (and Bad Ones Don’t): The Essential Five thumbnail

What Great Accounting Websites Do (and Bad Ones Don’t): The Essential Five

Niche Marketing 58 min

AI search and zero-click results are rewriting how buyers find firms. If your website isn’t built for this shift, you’re invisible. In 60 minutes, we’ll show you the five things great accounting sites do: a brand story that passes the 5-second test, CTAs that get clicked, friction-free scheduling, trust-building video, and an answer-driven blog that wins in Google and AI chats. You’ll leave with plug-and-play templates and a 30-day plan to turn your site into a quiet rainmaker. If your homepage can’t book a call today, you can’t afford to miss this. Learning Objectives: 🎯 Craft a 5-part homepage story (Who, Problem, Outcome, Proof, Next Step) 🎯 Apply a CTA system with one primary and two micro-CTAs for conversion 🎯 Set up instant booking with an embedded calendar and short pre-qual form 🎯 Produce a 60-second homepage video and two supporting clips 🎯 Plan a 12-post “questions” blog strategy for Google and AI visibility

Murph’s Backup App Comparison thumbnail

Murph’s Backup App Comparison

App Comparison 58 min

Many QuickBooks Online (QBO) users assume their data is fully protected by Intuit’s system. However, Intuit’s built-in recovery plans focus on platform-wide events—not user-level errors like accidental deletions or data corruption. This session, led by William "Murph" Murphy, explores why user-managed backups are critical and compares seven popular third-party QBO backup apps. Participants will evaluate core features, backup methodologies, and explore solutions tailored to firm needs. Learning Objectives: 💡 Identify one (1) of seven (7) Backup Apps currently used for QBO file(s) 💡 Compare three (3) critical features of Backup Apps for QBO 💡 Select one (1) backup methodology that best fits their firm’s needs 💡 Choose at least one (1) Backup App for future review or implementation

The Leaky Bucket Problem: Why Most Accounting Firm Advertising Fails (And How to Fix It) thumbnail

The Leaky Bucket Problem: Why Most Accounting Firm Advertising Fails (And How to Fix It)

Niche Marketing 50 min

Many accounting firm owners, feeling the pressure to grow, turn to paid advertising on platforms like Google and LinkedIn expecting a flood of new clients. Unfortunately, most find the return on investment disappointing. Why? Because advertising without a solid marketing foundation is like pouring water into a leaky bucket. This practical, one-hour session is designed for accountants, not marketers. We will demystify digital marketing and show you why a consistent organic strategy is the most valuable asset for long-term, sustainable growth. You'll learn the simple, foundational "plumbing" every firm needs before ever spending a dollar on ads. We will then cover the essential questions to ask and the simple funnels to have in place if you do decide that paid advertising is the right accelerator for your firm. Leave this session knowing how to build a marketing engine that captures and nurtures leads, ensuring that any future advertising dollars are an investment, not an expense. Learning Objectives: By the end of this webinar, participants will be able to: 1. Differentiate between organic marketing and paid advertising, and identify the primary role of each in a professional services context. 2. Identify at least three key components of a foundational organic marketing strategy that builds trust and generates inbound leads. 3. Recognize the necessary preconditions for a successful paid advertising campaign, including a defined target audience, a clear offer, and a simple lead capture system. 4. Evaluate the primary use cases for Google Ads versus social media advertising for an accounting firm.

Midyear Momentum:  Review, Refocus & Reignite Your Goals thumbnail

Midyear Momentum: Review, Refocus & Reignite Your Goals

Coach's Corner 59 min

Tax season is relentless, and the demands on accountants are higher than ever, but you don’t have to sacrifice your well-being to get through it. Long hours, tight deadlines, and client pressure can make self-care feel impossible. Tax season doesn’t have to drain you completely. 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.

Launch Time – Expert Tips on Delivering High-Value QuickBooks Training Experiences thumbnail

Launch Time – Expert Tips on Delivering High-Value QuickBooks Training Experiences

Your Firm Accelerated 52 min

This session is part of a four-part series designed to help accounting professionals turn their QuickBooks expertise into a scalable training offering. This final session in the series focuses on how to effectively deliver high-impact QuickBooks training sessions. Participants will learn how to tailor content to diverse audiences, apply strategies to boost engagement, and ensure a smooth, professional delivery. The session also covers best practices for post-training follow-up that reinforces learning and supports long-term client relationships. Learning Objectives: ✅ Identify methods for tailoring QuickBooks training content to meet the specific needs of diverse learner groups. ✅ Apply proven instructional techniques to enhance learner engagement and knowledge retention. ✅ Demonstrate strategies for delivering training sessions that maximize perceived and actual value to participants. ✅ Implement delivery best practices that contribute to a smooth and professional training experience. ✅ Design effective post-training follow-up processes to support continued learning and client relationship development.

Building And Managing A High-Performance Remote Tax Practice thumbnail

Building And Managing A High-Performance Remote Tax Practice

Your Tax Practice In Depth 56 min

Remote work is here to stay—and forward-thinking tax professionals are leveraging it to scale, attract top talent, and serve clients better than ever. In this exclusive training session, you'll learn how to establish and manage a high-performing remote tax practice. From remote hiring and team leadership to secure technology and AI-driven automation, this session delivers real-world strategies you can implement immediately. 🔑 What You’ll Learn: ✅ Remote Hiring Strategies: Conduct virtual interviews that evaluate technical skills, cultural fit, and remote-readiness. ✅ Team Management Systems: Build frameworks for tracking performance, maintaining communication, and supporting career development in a distributed team. ✅ Technology Integration: Choose and implement secure tools for collaboration, automation, and workflow efficiency. ✅ AI in Tax Practices: Apply artificial intelligence to reduce manual workloads, improve turnaround times, and fill staffing gaps.

The #1 Thing That Will Set You Apart From Your Competition thumbnail

The #1 Thing That Will Set You Apart From Your Competition

Niche Marketing 48 min

If your firm’s messaging sounds like everyone else’s… guess what? You are like everyone else—at least in the eyes of your prospects. In a crowded, compliance-heavy industry, the difference between being seen as a necessary expense vs. a trusted investment comes down to one thing: your message. In this high-impact session, you’ll learn how to craft messaging that cuts through the noise, resonates with your ideal clients, and positions you as the expert—not a commodity. We’ll dive into why “niching down” isn’t limiting (it’s freeing), how generalists get stuck competing on price, and how to turn your new message into a client acquisition magnet.

Exploring Zapier's More Advanced Features thumbnail

Exploring Zapier's More Advanced Features

Practical Automations 31 min

In this session Kyle & Haosen continue on the journey from the first 3 sessions which focused sharing practical tasks to automate within a firm and for your clients. During this 1 hour session, they will highlight some of the more advanced, new features available in Zapier which is the tool they have been using to build and share their practical automations 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.

Conversations That Drive Success: Managing Stress and Communication in Crunch Time thumbnail

Conversations That Drive Success: Managing Stress and Communication in Crunch Time

Human Resources 58 min

April is peak season in the finance world—between tax preparation, compensation reviews, and budgeting cycles, pressure runs high. Even the most seasoned teams can experience strain that leads to miscommunication, missed expectations, and burnout. This session is designed to help business owners and leaders build essential soft skills to navigate these high-pressure environments with confidence.

Cloud Accounting Apps thumbnail

Cloud Accounting Apps

Tech Stack 56 min

Are you using the right tech tools to streamline your firm’s accounting work and create high-value client financials? In this session and two follow-up deep dives with Kellie Parks CPB, we will discover cloud accounting technology that enhances efficiency, collaboration, and financial reporting while strengthening your firm’s security and service. 🚀 Maximize efficiency in your accounting firm 💰 Improve cash flow with optimized AP & AR solutions 🔒 Ensure security and compliance with the latest tools 📈 Strengthen client relationships through better reporting 📊 Leverage technology to provide premium services without extra workload

Follow Up Session: Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them) Follow Up Q&A thumbnail

Follow Up Session: Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them) Follow Up Q&A

Niche Marketing 24 min

In this follow-up Q&A session to our Be Insightful webinar, we dive deeper into the real-world marketing challenges faced by accounting and bookkeeping professionals

Follow Up Session: Tax Season Survival: How To Take Care of Yourself When Work Won't Stop thumbnail

Follow Up Session: Tax Season Survival: How To Take Care of Yourself When Work Won't Stop

Coach's Corner 16 min

🧘‍♀️ Follow-Up Training: Conquering Tax Season Without Burning Out Tax season is famously relentless, with demands on accountants being higher than ever. But you don't have to sacrifice your well-being to get through it! Long hours, tight deadlines, and intense client pressure often make self-care feel impossible, leading to exhaustion and burnout. This training shows you that tax season doesn't have to drain you completely.