Insightful Accountant launched it's premium content and training solution in June designed to help you grow and manage your practice through actionable articles, training sessions and Q&A sessions.
Insightful Accountant announced the Be Insightful Premium content and training program in June and has started producing CPE training and additional content for members only. Special "launch" pricing is still in effect until July 31, so register today to get the best rate. The Be Insightful premium content program is designed to provide members with high quality training, interaction and actionable lessons that you can put into practice immediately.
We have assembled a great team of trainers who will be leading a series of more than 36 training sessions in 12 months as well Q&A sessions designed to allow you to bring your questions to the expert for guidance and input. Join the program today for access to this incredible line up of speakers and training sessions.
Tech Stack Assembly – Join Kellie Parks as she guides you in developing the right tech stack for your firm – July 2024, October 2024, January 2025, May 2025
Niche Marketing for Growth – Join accounting firm marketing expert Janel Sykora as she walks you through an in depth process of growing your firm while you grow your brand. July 2024, Sep 2024, Nov 2024, Jan 2025, Mar 2025, May 2025
Your Tax Practice – In Depth – CPA, Practitioner and Tax Practice News editor Christine Gervais shares her expertise through a series focused on apps, implementation and maximizing customer service for your firm. July 2024, Oct 2024, Jan 2025, May 2025
APP Comparison – This series will feature a variety of comparison of app categories like e-commerce, expense mgt., Time and Payroll and others. Written and presented by various practitioners and “Murph”, we’re going to tell you what your peers think about the apps they use and present them in a format that helps you make better decisions for your practice and your customers. Sep 2024, Nov 2024, Feb 2025, May 2025
Migrations – Through the migration series Murph is going to help you determine the best options for your clients. Move to QBO? Move from QBO? Scale up? Scale back? These are questions many of your customers have and Murph is ready to help you answer them. July - (Replay; October 2024 – ERPs
Your Firm Accelerated By QB Express – The Subject Matter Experts at QB Express are going to teach you how to grow you firm leveraging the skills you already have with some key tips how and where to develop new clients. Sep 2024, Dec 2024, March 2025, June 2025
Human Resources – Your People-Your Business – Michelle LeBlanc will lead you through a series that will help you focus on your most important asset, your people. Whether you have 1 employee, an outsourced team or a full staff, you want to ensure that you are treating them well and covering yourself in the process. This series kicks off in Aug 2024 and runs every other month.
Effective Automations – Kyle Turriff, RLB Digital, leads a quarterly series designed to help you increase your firms efficiency via workflows and automations. The more you can automate. The less you touch. The less you touch. The more time you have for revenue producing activities. August 2024, Nov 2024, Jan 2025, April 2025, Aug 2025, Nov 2025
Coach's Corner – Chris Panek, CPA and Coach, will lead you in effective goal setting, business growth and strategies to help you build the business of your dreams without sacrificing what’s important in your personal life. August 2024, December 2024, March 2025, June 2025