Accounting Insiders: Recent Episodes
Gary DeHart, Insightful Accountant
Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
Learn more about Figured at figured.com and explore agricultural financial management solutions designed to help accountants, advisors, and farming businesses make better financial decisions.
1.What is Figured: https://www.figured.com/en-us/explainer-video
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Customer Story (Video): Pinion - https://www.youtube.com/watch?v=QMXTBn6IBCE
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Customer Story (PDF): JC Ag Financial Services - https://www.figured.com/en-us/free-advisory-guide-scaling-your-us-practice
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How to get started with Figured: https://www.figured.com/en-us/quickstart
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Link to the classes: https://keap.page/rk139/cpe-financial-trends.html
Learn More about Financially Fit Business: https://financiallyfit.business/
Ruth King LinkedIn: https://www.linkedin.com/in/ruthking1/
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Books Mentioned
- Don't Be a Dumb Business Owner
- The 7 Minute Conversation
- Don't Tell Me What to Do
Websites Mentioned
https://clearpathtocash.com
https://cashflowmike.com
Amazon (for his books)
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Website π http://insightfulaccountant.com/
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Connect at partners@fbinv.com
sign up here: Join the Fishbowl Partner Community - Fishbowl
Quick Summary ICP
- Small to mid-sized businesses typically managing inventory in QuickBooks or Xero
- Typically, $500K to $100M in annual revenue (sweet spot $5-$40 million)
- Often using disconnected systems, relying on manual processes, and lacking visibility into their operations
PRODUCT INFO/DEMO
- HERE is a short promo video.
- HERE is a short Fishbowl overview/ light demo of our Fishbowl Advanced/Legacy product.
- HERE is a short demo of our new AI Native, Cloud Manufacturing product.
- HERE is a link to our Case Studies
- Link to our WIKI with lots of great information.
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn More: https://mangopractice.com/
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn More:
Levvy.com
Creativebusinessinc.com
https://www.linkedin.com/in/jeannehardy/
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Know More about digits:
https://digits.com/
https://digits.com/accountants/
https://digits.com/accountants/month-end-close/
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Website π http://insightfulaccountant.com/
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn More:
https://www.linkedin.com/in/kendrick-hair-353a945/
Best Inventory Management Software for QuickBooks & Xero - Fishbowl
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Bill360 - B2B AR Automation | Improve Cash Flow, Reduce DSO, Lower Fees
CEDP resources page: Understanding Visa's Commercial Enhanced Data Program
Scheduling a demo: AR Automation for B2B Companies | Schedule a Demo
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Website π http://insightfulaccountant.com/
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn More: Multifunction Printers (MFP) | Copiers | Pro A/V | Sharp for business
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Website π http://insightfulaccountant.com/
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
To learn more or schedule a demo, visit ConnectBooks
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn more about Nick Chandi and how Forwardly is transforming AR and AP workflows:
π Visit Smarter Accounts Payable & Receivable Software for Businesses | Forwardly
π Connect on LinkedIn: https://www.linkedin.com/in/nickchandi/
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Where to Find Linda Hunt:
Sumsolutions - Strategic Clarity for Service Businesses
Curious to learn more? Access a free chapter of The Money Conversation here:
moneyconversation.net
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Twitter (X) π https://twitter.com/insightfulActnt
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Website: https://www.mindspaceoutsourcing.com/
https://charismaink.com/
Kenny's book
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Learn more about Nancy:
π https://thedancingaccountant.com
π http://aska.cpa
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Links mentioned:
β’ Financly: https://financly.ca
β’ Teresa Slack: https://teresaslack.ca
https://www.valuepricingacademy.com
https://www.purebookkeeping.com/
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Website: https://www.bill.com/
LinkedIn:
https://www.linkedin.com/company/bill
Ariege Misherghi
Facebook: https://www.facebook.com/hq.bill
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Website: AccountAbilityConsulting.net
π§ Email:
info@accountabilityconsulting.net
susan@accountabilityconsulting.net
abby@accountabilityconsulting.net
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn more: www.ministrybrands.com
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Connect and learn more:
Katie Tolin on LinkedIn: https://www.linkedin.com/in/katietolin/
Jody Padar on LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711/
XcelLabs Academy: https://www.xcellabsacademy.com/
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Connect with Paul Sippil:
Website: https://paulsippil.com
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Resources & Linksπ Mango Practice Management
π https://mangopractice.com/
π Connect with Tim Sines on LinkedIn
π https://www.linkedin.com/in/tim-sines-cpa-69344816/
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Helpful Links
π³ Learn more about IQ Pro
π https://iqpro.com/
π¦ Explore Basys Processing
π https://basyspro.com/
π Connect with Chris Borchers on LinkedIn
π https://www.linkedin.com/in/chris-borchers-b1085928/
π QuickBooks Playbook
π https://basyspro.com/quickbooks/
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
In this Accounting Insiders Podcast episode, Gary DeHart talks with Teresa Slack about how she and her sister Connie built a virtual bookkeeping firm, hit painful growth limits, then turned it into a sellable business.
They get real about the early mistakes (hourly pricing, hiring too early, no SOPs), what changed after learning value pricing, and why systems mattered just as much as pricing. Teresa also shares how they found their niche in e-commerce, how discovery calls uncover what clients actually value, and why repricing clients yearly is non-negotiable if you want a healthy firm.
Teresa also explains what she does today, including value pricing coaching and e-commerce training for accounting pros.
π Connect with Mark on LinkedIn: https://www.linkedin.com/in/markwickersham1/
'π Connect with Teresa on LinkedIn: https://www.linkedin.com/in/teresaslack/
π Subscribe to the Value Pricing Academy YouTube channel: https://www.youtube.com/user/Pricing4Accountants
π Join our VIP list for free training: https://www.valuepricingacademy.com/free-mentoring?
π How to price bookkeeping eBook (the tool I used to turn my business around): https://bit.ly/43lzaZG
π VPA on Skool platform free training and support: https://bit.ly/3LTEsG5
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Helpful links mentioned in the episode:
π Coupler.io: https://www.coupler.io/
π QuickBooks connector: https://www.coupler.io/sources/quickbooks-connector
π Financial dashboard examples: https://www.coupler.io/dashboard-examples/financial-dashboard
π AI integrations: https://www.coupler.io/ai-integrations
π Pricing: https://www.coupler.io/pricing
π Yaroslav Lazor on LinkedIn: https://www.linkedin.com/in/ylazor/
πThe App Aware: Coupler.io Article: https://blog.insightfulaccountant.com/app-aware-coupler.io
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Reach Randy:
π§ NMGI: randyj@nmgi.com
π§ K2 Enterprises: randy@k2e.com
π NMGI: nmgi.com
π K2 Enterprises: k2e.com
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Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Learn more about Team Up and connect with Isaac:
π Website: hireteamup.com
π LinkedIn: https://www.linkedin.com/in/theisaacsmith/
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
To learn more or reach out π https://digits.com
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Twitter (X) π https://twitter.com/insightfulActnt
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Website: π https://fixitaccounting.com
Email: π§ nancy@fixitaccounting.com
Email: π§ info@fixitaccounting.com
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π OnPay.com
π§ partners@onpay.com
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Connect with Melissa
β LinkedIn: https://www.linkedin.com/in/melissa-broughton-baa3ab77/
β Busy Bee Advisors: https://busybeeadvisors.com/
β 1 Hour Bookkeeper: 1hourbookkeeper.com
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Learn more π https://www.hireteamup.com/
π Connect with Meryl π https://www.linkedin.com/in/meryl-johnston-3a483728/?originalSubdomain=au
Connect with Insightful Accountant!
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Twitter (X) π https://twitter.com/insightfulActnt
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LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Learn more at https://www.settle.com
π Connect with Warren π https://www.linkedin.com/in/warrensbrown/
π Connect with Melissa π https://www.linkedin.com/in/melissacafagna/
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Visit Universal Accountingβs GrowCon page: https://universalaccountingschool.com/growcon-2026/
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Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π₯ Guests:
π― Kinga Jasek β https://www.linkedin.com/in/kinga-jasek/
π§ Shrinivas Gangesh Karthikeyan βhttps://www.linkedin.com/in/shrinivas-gangesh-karthikeyan-22a678158/
π Learn more about GKM: https://gkmtax.com
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Learn more: https://www.paytrace.net/partners
π§ Hosted by Insightful Accountant
π₯ Connect with the guests:
β’ Mary Miller β https://www.linkedin.com/in/marynmiller/
β’ Sam Johnson β https://www.linkedin.com/in/samtjohnson/
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
Links:
Forwardly π https://www.forwardly.com/
Contact Jane π jane@forwardly.com
Support π help@forwardly.com
Connect with Insightful Accountant!
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Website π http://insightfulaccountant.com/
Twitter (X) π https://twitter.com/insightfulActnt
Facebook π https://www.facebook.com/insightfulActnt/
LinkedIn π https://www.linkedin.com/company/insightful-accountant/
π Learn more about Protection Plus: https://www.taxprotectionplus.com
π Contact: 866-942-8348
π‘ Visit Insightful Accountant: https://www.insightfulaccountant.com
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Perfect for accountants and small business owners ready to improve efficiency with AI!
π Missed Part 1? Watch here π https://youtu.be/0isa6mHAV4o
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π₯ Free Download: Get your Chat GPT Prompt Template now β https://shorturl.at/wlA2P
Perfect for accountants and small business owners ready to improve efficiency with AI!
π Missed Part 1? Watch here π https://youtu.be/0isa6mHAV4o
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π Watch Part 2 here π https://youtu.be/lVmLEaa1VD4
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π Learn more: https://www.wiss.com π Connect with Paul: https://www.linkedin.com/in/ppeterson1/ποΈ Podcast Introduction & Firm Overview (00:14 - 03:06)* Gary DeHart introduces Paul Peterson, managing partner at WISS, an AI-enhanced accounting, advisory, assurance, tax, and wealth management firm based in New Jersey/New York. * WISS has over 400 employees and is ranked in the top 100 accounting firms. * Discussion centers on talent pool challenges, Gen Z in the workforce, and industry adaptation post-COVID.
π’ Changing the Accounting Workplace Culture (03:06 - 08:44)* Paul reflects on his early career and the traditional, rigid culture in accounting firms. * Describes a personal mission to change the narrative and improve the work environment within public accounting. * Highlights the persistence of outdated practices in some firms and the need for a shift to more employee-centric models.
π» Remote Work, Flexibility, and Gen Z Preferences (08:44 - 11:31)* COVID-19 catalyzed the shift to flexible and remote work arrangements in accounting. * WISS adopted a relaxed, open-minded approach to in-office versus remote work, encouraging but not mandating office presence. * Younger employees, especially Gen Z, surprisingly prefer some in-person interaction and value peer connections.
π Talent Pool Adaptation & Non-Traditional Hires (11:31 - 17:43)* WISS offers educational reimbursement and supports non-accountants transitioning into accounting roles. * The firm customizes career paths and encourages movement across service lines. * Inspired by progressive firms, WISS actively recruits professionals re-entering the workforce and those with process-oriented skills.
π Operational Investments & Standardization (17:43 - 23:27)* WISS invests in operational infrastructure and support roles to increase efficiency and standardize firm-wide processes. * Brings in professionals from larger organizations to help scale and implement best practices. * Focus on removing internal competition and fostering collaboration.
π§βπΌ Improving Quality of Life & AI Integration (23:27 - 26:28)* WISS is committed to improving work-life balance, especially during peak seasons. * Transparent with staff about technology investments and process improvements. * AI expected to reduce bottlenecks and free up capacity in tax and outsourced accounting.
π©βπ» Gen Z as a Solution & AI-Driven Transformation (26:28 - 31:29)* Gen Z's digital-first skills are pivotal to AI and data-driven services. * Their comfort with tech enhances both internal collaboration and client communication. * Gen Z talent is actively engaged in WISSβs AI pilot programs.
π€ AI Adoption Strategies for Firms of All Sizes (31:29 - 34:06)* WISS pilots AI solutions to address capacity constraints and service bottlenecks. * Encourages smaller firms to begin AI adoption by targeting their biggest workflow pain points. * Paul offers to share insights with peers on implementing AI effectively.
π’ Industry Narrative & Closing Remarks (34:06 - 36:18)* Emphasis on reshaping accountingβs reputation to highlight value and opportunity. * Call for industry-wide collaboration to better communicate the modern accounting career path. * Gary plans outreach to business schools to understand and improve perceptions of accounting internships and careers.
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π― Learn from Diane Gilsonβs free AI webinars at buildyournumbers.com
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π₯ Free Download: Get your Chat GPT Prompt Template now β https://shorturl.at/wlA2P
Perfect for accountants and small business owners ready to improve efficiency with AI!
π Missed Part 2? Watch here π https://youtu.be/lVmLEaa1VD4
π Missed Part 2? Listen here π https://accounting-insiders.simplecast.com/episodes/master-chatgpt-prompts-for-accounting-firms-diane-gilson-on-ai-in-practice-part-2
π Missed Part 3? Watch here π https://youtu.be/dJ9ny04ZP6I
π Missed Part 3? Listen here π https://accounting-insiders.simplecast.com/episodes/chatgpt-as-a-thinking-partner-real-ai-use-cases-for-accountants-diane-gilson-part-3
π Watch Part 1 Watch here π https://youtu.be/0isa6mHAV4o
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π§ Julie also hosts the "Empowering Entrepreneurs" podcast, where she interviews global business leaders.
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Gary and Chris talk about the recent State of Accounting Firms study conducted by Caseware which revealed some of the challenges firms are facing, where they plan to invest in technology and the role technology will play in firms in the future.Β
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Gary DeHart and Andrew Lassise discuss the Top 3 tech challenges facing todays tax and accounting firms, the 6 steps to complying with IRS Publication 4557 and why firms should outsource their technology management to 3rd party.
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Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with FASB, GASB & IASB regulatory changes has helped drive successful partnerships with accounting leaders, from CFOs to modern accounting firms.
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Gary DeHart and Deneen Dias, VP of Growth and Strategy for Botkeeper, discuss the growth and expansion of AI and how accounting firms can and should embrace it for the long-term health of the firm.Learn more about Botkeeper @ https://www.botkeeper.com/Connect with Insightful AccountantWebsite: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg
Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits.
Think your small business isn't large enough to offer 401(k) benefits? Dan shares how 401GO can help small businesses of any size, even single owned! Since 2017, Dan and 401GO have strived to help small business owners improve their daily lives and finances, and do so with a human connection--not just with tech solutions.
Listen now to learn how 401GO can help your small business and how their goals for 2023 are keeping them at the forefront of innovation!
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Kyle Turriff is the Senior Technology Consultant at RLB, an accounting firm based in Canada. He oversees RLB Digital, a subsidiary of RLB that specializes in digital consulting for process automation and strategy. Kyle sits down with Gary to share how RLB Digital can help accounting firms implement automation, how their company has helped Insightful Accountant's business, and how building simple automation is easier than you think.
In this episode, Kyle shares why it's important for firm owners to know the basics of automation, how much time businesses can save by implementing new technologies, and what percentage of revenue firms should allocate toward technology
Listen now if you find yourself saying, "There has to be a better way!" with your current business practices, and learn the best way to seek out solutions!
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Tim Grant, the CEO of Business Solution Providers, Inc. joins Gary to provide insight into both the manufacturing and inventory industry. Tim shares why he chose to niche in manufacturing and inventory management, how a single trade show encouraged him to change his business model, and how his business has helped improve the operations of over 150 product-based businesses.
In this episode, Tim also shares why it's important to niche your business, how networking within your industry can lead to more success than you thought possible, and how one book changed the way he viewed inventory management.
Listen now to learn the common mistakes businesses make in their inventory management process, and how Business Solution Providers, Inc. can help solve those pain points within your business.
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Dr. Paris Love, CEO of Paris Love Productivity Institute, chats with Gary about how achieving productivity within your business is easier than you think. In this episode, Dr. Paris shares the importance of setting boundaries within your business, why you should only check your email three times a day, and why being busy doesn't mean you are being productive.
Think you don't have enough time in the workday? Think again! Dr. Paris shares how she helps her clients reclaim hours in their workday, how to properly implement project management solutions, and why every aspect of your business needs to be organized--even your junk drawer!
Listen now to learn how Paris and her team can help you break out of bad business habits, and how she can help you improve the workflow of your business.
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Latisha Carter, Head of Product U.S., at Xero, joins Gary to discuss all things Xero! Live from Xercon 2022, Latisha shares Xero's beginnings, how they've gained over 3.3 million users, and more info on Xero's partner program.
Listen now to learn how Xero tailors their program to support their clients' needs and what plans Xero has for the future!
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Natalia Arriaga, an Accounting Major at Winthrop University, sits down with Gary to chat about her recent win of the Mary T. Washington Award at Xerocon New Orleans. In this episode, Natalia shares why she chose to pursue accounting, how important scholarships are for minority students, and ways the accounting industry can attract young people to the profession.
Live from Xerocon 2022, Natalia shares the profound impact scholarships have had on her, more about her school's chapter of the National Association of Black Accountants, and how she plans to attract more students to the club now that she's vice president.
Listen now to learn about Natalia's advice to young people interested in accounting and her plans after graduation!
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Tate Henshaw, the Co-Founder and COO at Arc Business Management, joins Gary to share his journey as a finance major in college, to working in entertainment. In this episode, Tate shares the different paths he took to get where he is today, why he chose to pursue a career in entertainment management, and how his management company allows their clients to focus on what they do best.
Live from Xerocon 2022, Tate shares how Arc Business Management is more than just a bookkeeping and tax firm, how he became a Xero Ambassador, and how he manages his time between all of his current projects.
Listen now to learn about Tate's stellar tech stack and what's down the pipeline for Arc Business Management!
Learn more about Tate and Arc Business Management: https://www.arcmgmt.co/
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Hamish Cook, VP of Product at Xero, and Ben Richmond, Country Manager at Xero, join Gary DeHart to discuss what's new with Xero. In this episode, Hamish and Ben share what's down the pipeline for Xero, how they manage client feedback, and how Xero can help practitioners offer advisory services to their clients.
Live from Xerocon 2022, Hamish and Ben share more information about Xero's partner program, how they strive to be at the forefront of innovation, and how their open API has helped over 1,200 applications build their software.
Listen now to learn what's next for Xero and how their partner program can help accounting firms improve and grow their business.
Learn more about Xero: http://www.Xero.com
Check out their advisor directory: https://www.xero.com/us/advisors/
Search their application marketplace: https://apps.xero.com/us
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QuickBooks Connect 2022 is just around the corner! In this episode, Ted CallahanβDirector of Accountant Strategies and Partnershipsβshares more details about the event, what accounting professionals can expect to learn, and even shares a hint about a secret surprise they plan to debut!
Hosted in Las Vegas, Nevada at the Aria hotel, QuickBooks Connect will feature speakers like Serena Williams, Malcolm Gladwell, and Simon Sinek, and will include unique opportunities for accounting professionals who are looking to connect with the community. Planning to go to the event?
Listen now to learn more about the 100+ vendors who will be in attendance and why Ted says this event will be unlike anything they have produced before!
Learn more about QuickBooks Connect: https://quickbooksconnect.com/
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Kellie Parks, CPB is a bookkeeper and Cloud Accounting Aficionado at Calmwaters Cloud Accounting. In this episode, Kellie shares why firms need to be at the forefront of technology, why you must document your processes, and why the best time to take action is now!
Live from Xerocon 2022, Kellie shares her experience as a Kinesiology major turned bookkeeper, her preferred tech stack, and her advice to firms who may be on the fence about adopting new technology.
Listen now to learn which pain points firms should solve first, how cloud technology can save you time, and why refusing to adopt change will cause more problems in long run.
Learn more about Kellie and Calmwaters Cloud Accounting!
https://www.calmwatersbookkeeping.com/
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Paul Hamann is the Founder of RCReports, a service that provides accurate insights into Reasonable Compensation for closely held businesses to ensure your clients remain compliant, minimize risk, and realize maximum payroll tax savings.
Paul sits down with Gary to share why he started RCReports, the three most common myths people believe about reasonable compensation, and how this service can reveal if clients are overpaying on their taxes.
Listen now to learn how RCReports can help accounting and bookkeeping firms offer trusted advisor services to their clients.
Learn more about RCReports: RCReports.com
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Liz Mason is the Founder and CEO of High Rock Accounting and Rebel Rock. In this episode, Liz shares with Gary what services her companies offer, how they've created an advanced integration system, and why Liz is phasing out "titles" in her company.
Live from Xerocon 2022, Liz shares her upcoming plans for her company, her preferred tech stack, and how her company's profits grew over 300% in just the last three years!
Listen now to learn the driving force behind her success, and how High Rock Accounting made The Inc.'s 5000 list!
Learn more about High Rock Accounting
https://highrock.co/
Learn more about Rebel Rock
https://rebelrock.co/
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Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures.
Live from Scaling New Heights, Veronica shares how she uses social media to market her business, her criteria for attracting premium clients, and the tech stack she requires all of her clients to use.
Listen now to learn how Veronica uses YouTube to attract her ideal client, and why niching down your business can bring you more success than think!
Connect with Veronica
https://www.vmwasek.com/
https://5minutebookkeeping.com/
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https://www.youtube.com/c/5minutebookkeepingquickbooksonlinetraining/videos
Debra Kilsheimer is a Top 100 ProAdvisor Award Winner, and the owner of Behind the Scenes Financial Services. In this episode, Debra shares with Gary how she has leveraged the Top ProAdvisor award in her firm, as well as her strategy for maintaining a successful business.
Live from Scaling New Heights, Debra shares her secrets about how to run a successful firm, her process for selecting what new technology to implement, and how to foster a great client relationship.
Listen now to learn why Debra no longer charges her clients on a hourly basis, and why doing so is leaving money on the table!
Learn more about Debra and her firm: http://www.bsfsllc.com/About-Debbie.html
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Mike "Cash Flow Mike" Milan of Truly Financial joins Accounting Insiders to chat about his beginnings as a business owner, how not to be a D.U.M.B business owner, and how Truly Financial can improve your business.
Live from Scaling New Heights, Mike dives deep into what mismatched financing really is, how Truly Financial can benefit your business, and shares the "5 Silent Cash Killers" that are interrupting the cash flow into your business.
Listen now to learn more about Truly financial, and how improving your cash flow is easier than you think.
Learn more about Truly Financial: https://trulyfinancial.com/
Learn more about Mike:https://cashflowmike.com/
Mike's Books:
The 7 Minute Conversation : The Way You Should Be Thinking: https://www.amazon.com/Minute-Conversation-Should-Thinking-Business/dp/1950088952
Donβt be a D.U.M.B. Business Owner : (Don't Understand My Business) : https://www.amazon.com/gp/product/B08GV2XLGN/ref=dbs_a_def_rwt_bibl_vppi_i1
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Stephen Smith, the CEO & Owner of Controllership Solutions, joins Gary to talk about earning the trusted advisor status, and the evolution of client relationships.
Live from Scaling New Heights, Stephen talks about how he leverages his Top 100 Award title in his business, how he starting in accounting, and how continues to be successful.
Listen now to learn how Stephen manages his firm, what's in his preferred tech stack, and how he earns his trusted advisor status.
Learn more about Stephen and Controllership Solutions: https://www.quickencoach.com/
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Jennie Moore, the Partnerships Manager at Ignition, joins Gary to talk about what makes a stellar proposal, how Ignition can help improve accounting firms, and how Jennie uses Ignition in her own business!Β
Is your accounting firm still using Microsoft Word to send proposals and engagement letters? Do you want want your client onboarding system to be more streamlined? Jennie Moore is the Partnerships Manager at Ignition and she shares with Gary how Ignition can help firms improve their time management, easily create branded proposal and engagement letters, and get paid fast. Listen now to learn how Jennie uses Ignition in her own business, and how she turned a $12,000 mistake into a valuable lesson, and how Ignition makes creating a stellar proposal a breeze.Β
Want to learn more about Ignition? https://www.ignitionapp.com/
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Nana Guenther, CPA, CA, joins Gary to talk all about how using Dext can improve your firm!
Are you looking for an application to save your accounting firm time? Is your team spending valuable time on data entry? Nana Guenther, the Senior Practice Solutions Expert at Dext, shares how their application can help accounting firms achieve more efficient workflows and 99% accurate data extractions, all while integrating with your chosen accounting software.
Listen now to learn how Nana found Dext, why it's important for firms to adopt new technology, and how to encourage young accountants to join and remain in the field.
Learn more about Dext: https://dext.com/
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Jonathan Bello, the owner of One 8 Solutions and a Top 100 Award winner, joins Gary DeHart for the debut of Insightful Accountant's new podcast, Accounting Insiders!
Live from Scaling New Heights 2022, Gary asks Jonathan specifics about how he runs his firm, what his preferred tech stack is, and how he's shaped his firm to be successful!
Listen now to learn the importance of succession planning in your firm, how adapting to new technology can save you hours of your work day, and how winning the title of Top 100 ProAdvisor has helped his business.
Learn more about Jonathan and One 8 Solutions
https://www.one8solutions.com/
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