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

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.

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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.

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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.

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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

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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

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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.

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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 58 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.

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Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them) thumbnail

Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them)

Niche Marketing 56 min

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.

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Finding and Securing High-Level and Local Training Opportunities - Our Sweet Spot thumbnail

Finding and Securing High-Level and Local Training Opportunities - Our Sweet Spot

Your Firm Accelerated 55 min

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.

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HR Compliance Strategies for High-Regulation Industries thumbnail

HR Compliance Strategies for High-Regulation Industries

Human Resources 48 min

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.

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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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