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

Follow Up Training: Back Up Apps For QuickBooks Online Workshop thumbnail

Follow Up Training: Back Up Apps For QuickBooks Online Workshop

App Comparison 53 min

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!

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Back Up Apps For QuickBooks Online thumbnail

Back Up Apps For QuickBooks Online

App Comparison 55 min

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.

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Do This Not That For 2025 Marketing thumbnail

Do This Not That For 2025 Marketing

Niche Marketing 53 min

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.

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Implementing Touchless Tax Returns: Tax Tech for the Modern Practice thumbnail

Implementing Touchless Tax Returns: Tax Tech for the Modern Practice

Your Tax Practice In Depth 59 min

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.

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Discovery and Onboarding, Re-engagement and Dis-engagement Tech thumbnail

Discovery and Onboarding, Re-engagement and Dis-engagement Tech

Tech Stack 59 min

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.

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Automating Intercompany Transactions in QBO thumbnail

Automating Intercompany Transactions in QBO

Practical Automations 31 min

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.

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Goal Setting For Tax Season And The New Year thumbnail

Goal Setting For Tax Season And The New Year

Coach's Corner 55 min

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.

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Follow Up Session | Holistic Hiring: Bridging the Gaps in Your Recruitment Process thumbnail

Follow Up Session | Holistic Hiring: Bridging the Gaps in Your Recruitment Process

Human Resources 45 min

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.

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Holistic Hiring: Bridging the Gaps in Your Recruitment Process thumbnail

Holistic Hiring: Bridging the Gaps in Your Recruitment Process

Human Resources 61 min

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.

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Murph's Payroll Solutions Comparison thumbnail

Murph's Payroll Solutions Comparison

App Comparison 63 min

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.

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Strategies for Accounting Firms to Monetize QuickBooks Expertise thumbnail

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Your Firm Accelerated 55 min

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.

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Framework for Building an Organic Marketing Strategy To Grow Your Business thumbnail

Framework for Building an Organic Marketing Strategy To Grow Your Business

Niche Marketing 56 min

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.

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Using AI in an Automation thumbnail

Using AI in an Automation

Practical Automations 40 min

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.

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Follow Up Training: Murph's ERP Alternatives to QuickBooks Workshop thumbnail

Follow Up Training: Murph's ERP Alternatives to QuickBooks Workshop

Migrating From QuickBooks Desktop 51 min

⚙️ 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.

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Murph's ERP Alternatives to QuickBooks Workshop thumbnail

Murph's ERP Alternatives to QuickBooks Workshop

Migrating From QuickBooks Desktop 66 min

Explore ERP Alternatives to QuickBooks with William “Murph” Murphy and “Be Insightful,” where Murph presents top ERP options for businesses outgrowing QuickBooks Desktop Enterprise or QuickBooks Online Advanced. In this webinar, he’ll cover the pros and cons of solutions like Acumatica, Epicore, Infor, Oracle NetSuite, MS Dynamics 365, Sage Intacct, and SysPro, all tailored for small-to-mid-sized companies needing advanced features like Inventory Management, Multi-entity Support, Project Tracking, and Workflow Automation. Perfect for businesses with up to 1,000 employees and under $35 million in revenue, this session is essential for firms seeking next-level software.

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Tax Practice Management: Building A Tech Driven Practice thumbnail

Tax Practice Management: Building A Tech Driven Practice

Your Tax Practice In Depth 57 min

In this session, we dive into how technology can help streamline your operations and increase profitability. Learn about key AI features already available in your current software and discover the top tax practice management tools to consider before the next tax season. Get ready for actionable tips to enhance your efficiency and start making improvements right away!

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ChatGPT for HR operations: Boosting Efficiency for Finance & Tax Professionals thumbnail

ChatGPT for HR operations: Boosting Efficiency for Finance & Tax Professionals

Human Resources 50 min

Discover how AI and automation, especially tools like ChatGPT, are transforming the finance and tax landscape. In this webinar, Michelle LeBlanc, founder of Evolved HRX, will guide you through harnessing the full potential of ChatGPT to optimize HR operations. With a focus on improving efficiency and delivering superior client service, this session will equip you with the knowledge to stay competitive in an evolving industry.

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Choosing Your Practice Management APP thumbnail

Choosing Your Practice Management APP

Tech Stack 57 min

Join us in this insightful session led by Kellie Parks, a cloud accounting expert, as we explore the benefits of using practice management apps to streamline your workflow and client management. This webinar delves into the key features of internal and client-facing apps, including accounting-centric options like Canopy, Karbon, and Mango. Kellie emphasizes the importance of UX/UI in app selection to enhance user experience, and highlights automation features such as email templates and task dependencies.

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