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

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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AI Prompts For Accounting Firms thumbnail

AI Prompts For Accounting Firms

Niche Marketing 56 min

Catch the replay of our exclusive webinar designed to help accounting firms streamline their content creation process using AI! Based on Janel Sykora’s "AI Prompts for Accounting Firms," this session walks you through how to leverage powerful tools like ChatGPT, Claude, and Google Gemini to craft engaging, tailored content for your firm. We cover practical prompts for generating blog posts, email sequences, sales presentations, and more—all while preserving your firm’s unique brand voice. Whether you're new to AI or looking to enhance your content strategy, this replay delivers actionable insights to help you save hours of work.

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Follow Up Training: ProAdvisor Preferred eCommerce Integrator Apps - A Comparison Workshop thumbnail

Follow Up Training: ProAdvisor Preferred eCommerce Integrator Apps - A Comparison Workshop

App Comparison 28 min

This is your essential follow-up training for the insightful webinar, "ProAdvisor Preferred eCommerce Integrator Apps – A Comparison," featuring experts Murph, Jeff, Kelly, and Dawn. In this 56-minute deep dive, the panel provides a comprehensive, head-to-head analysis of the leading eCommerce connector applications, including: A2X Shopify (Native or other connectors) Synder

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ProAdvisor Preferred eCommerce Integrator Apps - A Comparison thumbnail

ProAdvisor Preferred eCommerce Integrator Apps - A Comparison

App Comparison 57 min

Explore the 'ProAdvisor Preferred eCommerce Integrator Apps – A Comparison' webinar, where Murph, Jeff, Kelly, and Dawn provide an in-depth analysis of top eCommerce connectors like A2X, Shopify, and Synder. This 56-minute session reviews key evaluation criteria, developer reputations, and more.

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Strategies for Accounting Firms to Monetize QuickBooks Expertise thumbnail

Strategies for Accounting Firms to Monetize QuickBooks Expertise

Your Firm Accelerated 60 min

Discover how QB Express leverages 25+ years of QuickBooks training experience to help bookkeeping firms double their client acquisition rates through strategic, small-group classes and proven marketing techniques. In this video, we explore: ✅ How classes with 5–8 attendees achieve a 2.4 out of 5 conversion rate ✅ Why large workshops can generate up to $21,000 in one session ✅ Christine Mailer’s success in the childcare niche using 2-hour online sessions ✅ Hal Rosen’s email marketing and pre-call strategy during tax season ✅ How adding just 2 premium clients/month can earn $1.8M in 5 years ✅ The power of a seven-touchpoint follow-up system for long-term growth ✅ Best practices for monthly scheduling, marketing timelines, and curriculum selection 📅 Pro tip: Host your class on the 3rd Thursday of each month, with promotions starting 2–3 weeks ahead! 🎁 BONUS: Get a 50% discount on QuickBooks Online as a QB Express network member!

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