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.
Is your accounting or bookkeeping firm struggling to attract the right clients despite your expertise? You're not alone. Many financial professionals excel at their technical work but miss marketing opportunities that could transform their practice. In this Be Insightful webinar, you'll discover the five most common marketing pitfalls that hold accounting firms back—and learn practical, implementable solutions to overcome them. From refining your messaging to capturing more leads and building client trust, this session will give you the tools to elevate your marketing strategy and grow your practice. Whether you're a solo practitioner or managing a growing firm, you'll walk away with specific tactics you can implement immediately to attract more of your ideal clients and increase your practice's profitability.
Learn to identify lucrative training opportunities, market your services locally, and leverage your professional networks to secure high-level engagements that align with your expertise. Upon completing this session, attendees should: 1. Identify Target Markets: Align your strategy with your unique expertise. 2. Promoting QuickBooks Training Locally – Explore effective strategies for marketing QuickBooks training classes within your local community. 3. Discover top-tier training opportunities: High-level engagements that elevate your expertise even further. Our forte. 4. Leverage Professional Networks: Utilize industry connections and professional associations to access premium training opportunities. 5. Craft a Winning Proposal: Learn how to create compelling proposals to attract and secure large training contracts or appeal to local businesses.
Industries with strict regulatory oversight—such as energy, manufacturing, healthcare, financial services, alcohol and tobacco, and firearms—face unique workforce challenges. From hiring and training requirements to ongoing compliance tracking, HR plays a critical role in ensuring businesses stay compliant and avoid costly fines or penalties. This session will equip accounting and finance professionals with insights into how regulatory frameworks impact HR operations and how they can help businesses or clients structure their workforce to remain compliant.
Join us for this follow-up workshop where Murph breaks down his in-depth evaluation of six Backup Apps for QuickBooks Online. In this session, we'll dive into key findings, including backup functionality, file retention, recovery capabilities, security, and compliance standards. Murph will also reveal how each app ranks based on his nine App Comparison criteria, helping you determine the best fit for your needs. Don’t assume all backup apps are the same—find out what they really offer and what they don’t!
For this webinar, Murph has identified and evaluated six (6) Backup Apps for QuickBooks Online. Of these six, only one can currently be found in the QuickBooks Online (US) App Store. He has identified thirty-eight features and functions covering core backup functionality, backup file retention and off-boarding, recovery capabilities, data protection capabilities, and security and compliance standards. Each of the six apps has been analyzed to determine what they offer in the way of these functions. Presently, forty (40) objects, including lists, transactions, and other data objects, can be backed up from QuickBooks Online files. Murph has gleaned each of these apps for its ability to capture and restore these objects. You may think they all back up everything, but guess what? They don’t! Murph has also applied his nine (9) App Comparison criteria, which work with any app, to create composite scores by which each app can be ranked.
Do This, Not That for Marketing in 2025," is tailored for accountants who are ready to refine their marketing approaches in the rapidly evolving digital landscape. As the business world shifts from an attention economy to a trust economy and compliance services have commoditized, your approach to marketing needs to adapt. This session will guide you through the critical tactics for marketing your expertise in 2025, the importance of authenticity in building trust, and strategic use of AI to optimize your efforts. Discover practical steps to distinguish your firm, create a long term lead generation strategy for high quality clients, and efficiently integrate AI to amplify your bandwidth, positioning your firm for success in a competitive market.
Discover how to transform your tax practice through AI-driven automation and intelligent workflows. This session provides a practical roadmap for implementing touchless tax return processing using OCR, artificial intelligence, and automated validation tools. Learn proven strategies to reduce manual data entry, improve accuracy, and scale your practice while maintaining quality control and client satisfaction.
We will cover the following topics in detail with worksheets, checklists and actionable steps to take. After attending, attendees will: ☑️ Understand that is is key to start with your desired outcomes for the processes so that the tech and systems guide you to the right goals. ☑️ Gain the knowledge of what app verticals are necessary to ensure smooth client onboarding, re-engagement, and disengagement experiences while streamlining the process for your firm ☑️ Focus on the steps and communications necessary to create exceptional client experiences and firm efficiency.
In this session Kyle continues to build on the journey from his first 2 sessions, sharing practical tasks to automate within a firm and for your clients . During this session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier.
In this session, accountants and tax preparers will explore a structured approach to setting and achieving meaningful goals for both their professional and personal lives. This presentation will combine practical goal-setting strategies with mindset and motivational techniques that will lead to long-term achievement. By identifying core values, visualizing desired outcomes, and overcoming common barriers, participants will leave with a clear, actionable plan for setting goals that align with their vision for a balanced, fulfilling life. This presentation offers tools to stay committed, build resilience, and develop the mindset needed to meet and exceed both personal and professional desires.
Finding strong finance and tax professionals keeps getting harder, and most firms still rely on hiring tactics that only address a fraction of what candidates actually care about. This follow-up session takes the conversation further. Instead of treating recruitment as a simple transaction, we look at how firms can build a candidate experience that feels personal, intentional, and aligned with long-term growth. Michelle LeBlanc of Evolved HRX and Keely Pate, a veteran Talent Acquisition Director, break down practical ways to improve how you attract, evaluate, and support new hires so you can build a team that stays and thrives.
Recruiting top talent in finance and tax is more competitive than ever. However, many hiring strategies fail to account for the full spectrum of candidate needs and motivations. This webinar explores how to approach hiring holistically—shifting from a transactional mindset to a candidate-centered process. Led by Michelle LeBlanc, founder of Evolved HRX, and Keely Pate, Talent Acquisition Director with over 20 years of experience, this session provides actionable insights into refining your recruitment strategies to attract and retain the best talent.
Payroll solutions were among the most highly ranked ecosystem apps by the 2024 Top 100 ProAdvisors. As a result, Insightful Accountant has teamed up with William 'Murph' Murphy to put together an objective-based comparison of the most popular Payroll solutions on the market. Murph's Payroll Solutions Comparison Program will examine multiple payroll solutions (Assure, ADP, Deal, Gusto, JustWorks, On-Pay, Paychex, Paycor, Patriot, QuickBooks, Rippling, and Wholesale Payroll) by examining their key features and benefits, pros and cons, and objective measurements that will result in a composite ranking.
This session will walk you through the process of implementing your plan, covering everything from selecting the right training materials to choosing the optimal dates for maximum response. You'll explore various delivery options, including live sessions, online courses, and one-on-one training. Additionally, you'll receive a step-by-step guide complete with written processes to ensure seamless execution of your plan.
Learn how to create your own organic marketing strategy to optimize leads that are already right in front of you as well as to capture and nurture new ideal prospects. In this session Janel will teach you the best tools and prompts for writing blog posts, video scripts and social media captions.
Kyle is going to continue to build on the journey from his first session, sharing practical tasks to automate within a firm and for personal productivity as well as explore the decision to DIY vs Buy when building automations . During this session, he will build your confidence in the realm of automation with the goal having you build your own automations in Zapier. 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.
.png)
⚙️ Webinar Follow-Up: ERP Alternatives to QuickBooks This training recap is for the essential webinar, "Explore ERP Alternatives to QuickBooks," presented by expert William "Murph" Murphy and "Be Insightful." This session is perfect for businesses with up to 1,000 employees and under $35 million in revenue that are ready to move beyond the limits of QuickBooks Desktop Enterprise or QuickBooks Online Advanced.
