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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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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.
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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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.
WEBINAR REPLAY NOT AVAILABLE DUE TO TECHNICAL DIFFICULTIES (WORKSHEET AVAILABLE)
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.
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.
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.
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
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.
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.
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.
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
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
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.
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.
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.
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.
