Accounting Insiders

What does outsourcing really look like for an accounting firm in 2026? In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Damien Greathead of Moneypenny to discuss how accounting firms can use outsourcing to address capacity challenges, improve productivity, and get more value from the technology they already have. Damien shares his experience across the accounting technology space, including Receipt Bank (now Dext), Practice Ignition (now Ignition), Intuit, and his current work with MoneyPenny. If your firm is struggling with capacity, spending too much time on repetitive work, or wondering whether your current technology is being used to its full potential, this conversation offers practical ideas to consider. 🎧 Listen to the full episode and discover what outsourcing could look like for your firm. 👉 Ready to rethink how your firm handles capacity? Explore the conversation, connect with Damien Greathead, and take a closer look at where outsourcing and technology optimization could fit into your firm's growth strategy.

QuickBooks Online Accountant is being discontinued on December 31, 2026. For accounting firms, the question is no longer whether to transition to Intuit Accountant Suite (IAS), but how to make the move without carrying outdated permissions, duplicate consoles, or unclear client ownership into the new environment. In this episode of the Accounting Insiders Podcast, Gary DeHart breaks down the required transition from QuickBooks Online Accountant to Intuit Accountant Suite, the difference between IAS Core, IAS Accelerate, and Books Close, and the key decisions firms need to make before switching. You’ll also get a practical 7-step transition plan covering: Assigning a transition owner Auditing your QBO consoles Reviewing users and permissions Validating your client portfolio Choosing a console strategy Testing workflows and training your team Switching, validating, and monitoring after the move 🎙️ Listen to the full podcast episode to understand what your firm should be doing now to prepare for the transition.

How can accounting firms save time, reduce administrative work, and stay organized during extension season? In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Tim Sines, CPA, Co-Founder of Mango Practice Management, to discuss practical strategies for improving accounting firm workflow, practice management, document collection, electronic payments, and tax-season efficiency. Tim shares insights from both the technology and practitioner perspectives, including why spreadsheets and disconnected software can slow accounting firms down and how an all-in-one practice management platform can help firms manage projects, deadlines, documents, time tracking, invoicing, payments, and client communications. Tim also explains how Mango Practice Management helps accounting firms bring project management, document management, time tracking, invoicing, payments, and client workflows together in one platform.

Sales tax is constantly changing, and for accounting professionals, keeping up with Nexus, jurisdictions, compliance, and client exposure can be a major challenge. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ryan Lee, Senior Solutions Engineer at Kintsugi, to discuss how purpose-built AI is changing the way accounting and tax professionals approach sales tax. Ryan explains the difference between general-purpose AI tools like ChatGPT and Claude and purpose-built AI designed specifically for sales tax workflows. He also breaks down sales tax Nexus, physical vs. economic Nexus, why Nexus thresholds continue to change, and how accounting firms can use technology to identify potential exposure across their client base. The conversation also includes a look at Kintsugi's Portfolio and Kin AI Agent, including how advisors can analyze client data, identify potential Nexus risks, review historical sales tax exposure, and turn sales tax work into an advisory opportunity.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sharrin Fuller, Chair of the Women Who Count Conference and President-Elect of AFWA, the Accounting & Financial Women's Alliance. Sharrin shares what makes Women Who Count a unique experience for accounting professionals and gives listeners a closer look at this year's conference in Hilton Head, South Carolina. Women Who Count takes place October 21 through October 23, 2026, in Hilton Head, South Carolina. With education, CPE, networking, entertainment, and opportunities to connect with new people and technology providers, the conference offers a different kind of experience for accounting professionals.

What happens when you rethink accounting and ERP software from the ground up with AI at the center? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with John Glasgow, Founder and CEO of Campfire, to discuss the evolution of accounting technology and what an AI-native ERP means for modern finance teams. John shares his journey from a 15-year career in finance to founding Campfire after seeing firsthand how much accounting and financial reporting work still depended on spreadsheets, manual processes, and legacy ERP systems. Plus, Gary and John wrap up with a conversation about one of their shared interests: fly fishing. Whether you're an accountant, CFO, finance leader, accounting firm, or technology professional exploring the next generation of accounting software, this episode offers a practical look at where AI and ERP technology are heading.

In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Alexander Larson, CPA, MS in Taxation and Co-Principal of Verve Advisors, to discuss how AI, automation, and modern accounting technology are transforming the tax profession. Alexander shares his bold perspective that many traditional tax professionals are focused on preparing returns after the opportunity for meaningful tax planning has already passed. Instead, he believes the future of the profession is proactive, year-round tax advisory focused on helping clients make better decisions before the year closes. Alexander and his team at Verve Advisors take a boutique, invitation-only approach to tax advisory, combining tax planning, accounting, technology, and a network of trusted advisors to create customized strategies for their clients. Alexander also discusses Verve Advisors' proprietary client dossier, which brings tax strategies, projected savings, implementation plans, and future planning opportunities together in one place.

What’s new at Xero, and how is the company changing the way accounting professionals manage payments, payroll, and financial operations? At Xerocon 2026 in Denver, Murph sits down with Matan Bar, CEO of Xero US and Melio, to discuss Xero’s growing investment in the U.S. market, new product capabilities, and the vision behind bringing more financial workflows into one connected experience. Matan explains how Xero is strengthening its core accounting capabilities while expanding into payroll and bill pay. He also discusses how Melio continues to serve businesses and accounting firms using different accounting platforms, including QuickBooks, NetSuite, Sage, and Xero.

What does it mean to use accounting to create meaningful change in your community? At Xerocon 2026 in Denver, Gary DeHart, host of the Accounting Insiders podcast and publisher of Insightful Accountant, sits down with Alicia Fowler, CPA, CA, founder and owner of Mod Accounting and Tax and a finalist for Xero’s Community Champion Award. Alicia shares her approach to accounting, leadership, entrepreneurship, and community impact, including her mission to empower women with the financial information they need to make better decisions for themselves, their families, businesses, and communities. She also discusses how Mod Accounting and Tax supports women in the accounting profession through flexible and remote work opportunities, allowing team members to build their careers while managing family and caregiving responsibilities.

What’s next for accounting technology? At Xerocon Denver 2026, Gary DeHart, host of the Accounting Insiders podcast and publisher of Insightful Accountant, sits down with Eli Danziger, SVP Product and Executive GM at Xero, for a wide-ranging conversation about the future of accounting. Eli shares what accounting professionals should know about Xero’s latest product developments, including the company’s 3 by 3 strategy, AI-powered workflows, Xero Partner Hub, JAX, payments, payroll, and Auto Bank Reconciliation. The conversation also explores how AI can help accounting professionals reduce repetitive, non-billable work while maintaining transparency, security, control, and human oversight. Eli also explains why Auto Bank Reconciliation should be treated more like a junior team member: let the technology do the repetitive work, but always review the results and stay in control.

Mike Pinkus, co-founder of ConnectCPA, joins Gary DeHart on the Accounting Insiders Podcast at Xerocon to discuss how the firm grew from two founders to more than 100 employees. Mike shares how ConnectCPA built a fully remote, subscription-based accounting firm with a strong focus on technology, automation, customer experience, referrals, and strategic growth. He also reflects on the challenges of scaling too quickly, protecting top talent, and maintaining exceptional service as a firm grows.

What does the future of accounting technology look like when AI, automation, workflow, and client experience all come together? Gary DeHart of Insightful Accountant sits down with John McGowan, Founder & CEO of HubSync, to discuss how accounting firms are rethinking their technology stacks and using automation to eliminate manual work. John shares how his experience building tax technology inside KPMG and Deloitte ultimately led to HubSync, an end-to-end platform designed to help accounting firms manage the client journey from engagement letters and document gathering through preparation, review, delivery, e-signatures, and filing. They also dig into HubSync Halo, AI agents, data security, AI governance, technology adoption, change management, staff training, client experience, and why firms that move faster on transformation may see ROI sooner. If your firm is evaluating AI, workflow automation, tax technology, or ways to consolidate a fragmented accounting tech stack, this conversation offers a firsthand look at where the profession is heading.

How is AI changing the way accounting firms work, serve clients, and build advisory practices? In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Madeline Reeves, founder and CEO of Fearless Foundry, about the rapid evolution of technology in the accounting profession and what firms need to do to keep up. Madeline shares her perspective on AI adoption, workflow transformation, accounting technology, advisory services, and the growing need for firms to build smarter, more efficient practices. Madeline also discusses Advisory Amplified, a six-city event series focused on helping accounting firms build and scale advisory services.

Agriculture is a massive industry with complex financial needs, but many accounting professionals may overlook it as a potential niche. In this episode of the Accounting Insiders Podcast, Gary DeHart speaks with Mitchell Parks, Senior Account Executive at Figured, about the unique challenges and opportunities in agricultural accounting and advisory. Mitchell shares his perspective as both an accountant and someone who grew up on a fourth-generation dairy farm in New Zealand. He explains why agriculture requires a different approach to financial management, how accountants can help farmers navigate profitability and planning, and why there is a growing opportunity for CPAs and accounting firms to expand into agricultural advisory services. If you're an accountant, CPA, bookkeeper, tax professional, or advisor looking for a specialized niche, this conversation offers practical insight into the opportunities within agricultural accounting and farm financial advisory.

How can CPAs, bookkeepers, and accounting professionals turn financial statements into meaningful business advice? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ruth King of Financially Fit Business to discuss how accounting professionals can expand beyond traditional tax and accounting services and provide greater value through financial advisory. Ruth shares how financial statements, graphs, and financial trends can help business owners better understand the health of their companies and make smarter decisions. She also explains how CPAs and bookkeepers can identify clients who are good candidates for advisory services, communicate financial information more effectively, and help clients move from simply looking at numbers to actually understanding what those numbers mean. Whether you're a CPA, bookkeeper, tax professional, or accounting advisor, this conversation offers practical ideas for building stronger client relationships and helping business owners become more profitable.

What separates a great accountant from a trusted business advisor? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Mike "Cash Flow Mike" Milan to discuss how accounting professionals can confidently transition into advisory services by focusing on what matters most to business owners—cash flow. Mike shares his journey from Texas State Trooper to entrepreneur, explains the lessons he learned after building and selling multiple businesses, and introduces the Clear Path to Cash framework that helps advisors uncover business problems, ask better questions, and deliver measurable value. Whether you're a CPA, accountant, bookkeeper, or financial advisor, this conversation offers practical strategies to strengthen client relationships, improve advisory conversations, and create more value for your clients.

What happens when someone who used the software becomes part of the team behind it? In this episode of Accounting Insiders, Gary DeHart sits down with Kara Tomic, Strategic Partner Manager at Fishbowl, to talk about her path from managing inventory operations to helping accounting professionals and business advisors support growing companies. Topics include: • Lessons learned from implementing inventory systems firsthand • How Fishbowl supports small to mid sized businesses • Trends shaping accounting and advisory services • Why inventory visibility matters more than most businesses realize • Insights from recent industry events and what is next for partners Listen now and discover how technology, operations, and advisory services continue to evolve together.

What’s really holding accounting firms back today—staffing shortages, workflow chaos, outdated systems… or something else? In this episode of Accounting Insiders, Gary DeHart sits down with Tim Sines, CPA, founder of Mango Practice Management, to explore how firms can operate more efficiently and prepare for the next wave of transformation. From AI and automation to practice management and profitability, Tim shares practical insights from decades of experience as both a practicing CPA and software developer. Whether you're a solo practitioner or managing a growing team, this conversation offers practical ideas to help your firm work smarter—not harder.

What happens when an artist becomes an accountant—and then builds software for accounting firms? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Jeanne Hardy, Founder & CEO of Levvy and owner of Creative Business Inc., to discuss her unique journey from fine arts to advisory services and software development. Jeanne shares how rapid firm growth exposed operational blind spots, why visibility matters more than ever in modern accounting practices, and how practice management systems can help firms reduce friction, improve client service, and prepare for AI-driven workflows.

AI is reshaping the accounting profession—and the transformation is happening faster than many expected. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Jeff Seibert, Founder and CEO of Digits, to discuss how artificial intelligence is changing the way businesses manage their finances, close their books, and deliver value to clients. Jeff shares the story behind Digits, how AI-powered accounting can accelerate month-end close, the future of automated review processes, and why accountants will increasingly shift from transaction processing to strategic advisory roles. The conversation also explores AI adoption across accounting firms, the importance of human judgment and trust, and what professionals need to consider as technology continues to evolve.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Kendrick Hare, Chief Evangelist at Fishbowl, and Ryan Woodbury, Partner Manager at Fishbowl, to discuss the evolving landscape of manufacturing, inventory management, and artificial intelligence. They explore how manufacturers are adapting to changing supply chains, why automation is becoming essential for businesses of all sizes, and how AI is transforming the way companies manage operations, reporting, and decision-making. Kendrick and Ryan also share insights into Fishbowl’s ecosystem, integrations with accounting platforms, and why manufacturing and inventory management represent significant opportunities for accounting professionals looking to expand their advisory services. Whether you work with product-based businesses or want to better understand the future of technology in manufacturing, this conversation offers practical insights into where the industry is heading.

In this episode of Accounting Insiders, Gary DeHart sits down with Matthew McClain, Head of Payments and Data Management at Bill360, to discuss Visa's Commercial Enhanced Data Program (CEPD) and its impact on businesses and accounting professionals. Learn how incomplete invoice data can lead to higher processing fees, why AI is now playing a role in payment qualification, and what accountants can do to help clients avoid unnecessary costs. This conversation covers the key invoice data requirements, the elimination of Visa's Level 2 qualification tier, and practical steps businesses can take to prepare for these changes.

In this episode of the Accounting Insiders Podcast, host Gary DeHart, publisher of Insightful Accountant, sits down with Tony Roessler, National Business Development Manager at Sharp Business Systems. The conversation focuses on the growing importance of cybersecurity for accounting firms and professional service providers. Tony shares insights from his 20+ years in technology and security, explaining how firms can protect themselves from phishing attacks, data breaches, and social engineering threats. The discussion covers practical best practices such as multi-factor authentication (MFA), password hygiene, employee security training, phishing simulations, and the importance of having a Written Information Security Plan (WISP). They also explore how cyber liability insurance requirements often overlap with IT security controls and how managed service providers can help firms stay compliant and protected. Real-world examples highlight how attackers target accounting firms for client lists and financial data, and why even small firms are at risk due to outdated systems or lack of training. The episode closes with actionable steps firms can take immediately to strengthen their cybersecurity posture.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Nachman Lieser, founder of ConnectBooks, to discuss the growing complexity of e-commerce accounting and how automation can help accounting professionals and online sellers gain better financial clarity. Nachman shares his journey from accountant and wholesale business CEO to building an e-commerce accounting automation platform focused on Amazon, Shopify, TikTok Shop, Walmart, and other online marketplaces. The conversation explores common challenges in e-commerce bookkeeping, inventory management, profitability tracking, and why clarity—not just automation—is the key to helping businesses scale. Whether you're a bookkeeper, accountant, CPA, or e-commerce seller, this episode offers practical insights into streamlining financial operations and using data to make smarter business decisions.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Nick Chandi, CEO and Co-Founder of Forwardly, to explore how automation and AI are reshaping accounts receivable (AR) and accounts payable (AP) workflows. Nick shares his journey from building a services company for accounting firms to launching Forwardly, a platform designed to streamline payments, eliminate manual processes, and improve cash flow visibility. If you're an accounting professional looking to improve efficiency, reduce errors, and deliver more value to clients, this conversation offers practical insights into where the industry is heading.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Linda Hunt, founder of SumSolutions and author of The Money Conversation: Speak the Truth, Set the Standard, and Get Paid Without Apology. Linda shares powerful insights on how accounting professionals and service providers can move away from undercharging and step into confident, value-based pricing. From overcoming the fear of raising rates to reframing client conversations and packaging services effectively, this episode is packed with practical strategies you can apply right away. You’ll also learn about Linda’s “Perfect Pricing Formula,” how to align your pricing with the value you deliver, and why confidence—not just math—is key to profitable growth.

In this episode of the Insightful Accountant Accounting Insiders Podcast, host Gary DeHart is joined by Kenny Jain, Co-founder of Mindspace Outsourcing, and Gaynor Meilke, Owner of Charisma Ink. Together, they discuss how outsourcing is evolving into a powerful growth strategy for modern accounting firms. With ongoing talent shortages, increased client expectations, and the rise of AI-driven workflows, firms are rethinking how they scale their operations and deliver higher-value services. Whether you're looking to improve efficiency, expand service offerings, or build a more scalable firm, this episode provides practical insights into how outsourcing can support long-term success. You can also connect with Kenny and Gaynor at Scaling New Heights 2026.

In this episode, Gary DeHart sits down with Nancy McClelland, CPA, educator, and founder of the Ask a CPA community, to discuss the top accounting conferences professionals should consider attending in 2026. Nancy shares insights from her extensive industry involvement, highlighting events that help accounting professionals stay ahead of trends in AI, advisory services, leadership, tax strategy, and firm growth. From large-scale conferences to smaller niche gatherings, she explains how choosing the right conference can help firms build stronger networks and gain practical strategies they can implement right away. Key conferences discussed include: • Scaling New Heights • AICPA Engage • Digital CPA Conference • Intuit Connect • Bridging the Gap Conference • IRS Nationwide Tax Forum • Women Who Count Conference Gary and Nancy also discuss: ✔️ How to choose conferences aligned with your firm's goals ✔️ The value of networking and community in accounting ✔️ How smaller conferences create deeper connections ✔️ Trends shaping the future of CAS, AI, and advisory services ✔️ Ways conferences can accelerate professional growth Whether you're a CPA, bookkeeper, CAS professional, or firm owner, this episode provides a helpful guide to planning your continuing education and making meaningful industry connections in 2026.

In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Teresa Slack, founder of Teresa Slack Consulting and co-founder of Financly Bookkeeping. Teresa shares her journey from starting a bookkeeping firm in 2014 to growing it into a nearly million-dollar annual business before selling it in 2025. She discusses how coaching, systems, pricing strategy, and mindset transformation helped accelerate business growth and profitability. Teresa also shares a case study of a bookkeeping firm that significantly increased pricing and profitability through structured coaching and implementation of value pricing strategies. The episode emphasizes that growth requires action, time blocking, and willingness to invest in professional development.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ariege Misherghi, SVP & GM of Accounts Payable, Accounts Receivable, and the Accountant Channel at Bill. They dive into how AI is transforming the accounting industry—not just by automating tasks, but by completely eliminating manual work. Ariege shares insights on building products for accountants, the evolving role of AI agents, and how firms can scale without increasing headcount. From W-9 automation to smarter bill coding, this conversation explores how accounting professionals can stay ahead by rethinking workflows and leveraging the right technology.

On February 20, 2026, Gary DeHart sits down with Susan Cook and Abby Rocheleau of Account Ability Consulting to talk about what it really looks like to run a modern QuickBooks consulting practice. Susan shares how she went from doing everything herself to hiring help, achieving “zero inbox” 📥, and freeing up time for revenue-producing work. Abby explains what made the onboarding successful, starting with low-risk repeatable tasks, documenting processes 📝, and gradually expanding responsibilities. They also dive into the QuickBooks Solution Provider program, inventory and manufacturing workflows 📦, and how consultants help accounting firms solve complex system and process challenges. Susan also discusses how she chooses the right tech stack for clients, including tools like Cin7 Core, Lightspeed, and Shopify. The conversation also explores how automation and AI 🤖 are being used carefully to support clients, improve communication, and streamline operations without sacrificing accuracy. If you’re an accountant, consultant, bookkeeper, or firm owner, this episode offers practical insights on hiring, specialization, delegation, and building a consulting practice that scales.

Gary DeHart sits down with Christian Greyenbuhl, CFO of Ministry Brands, to unpack what’s changing in church finance and why automation is becoming a necessity for churches and mission-driven organizations. They talk about the real-world pressure churches face as volunteer capacity declines, why fund accounting drives nearly every decision in church bookkeeping, and how better systems can improve controls, transparency, and stewardship. Christian also breaks down what Ministry Brands offers beyond accounting, including church management tools, digital giving and payment solutions, website management, streaming services, sermon planning support, and background screening. The conversation covers the shift toward all-in-one platforms, plus the time savings churches can gain from automation in areas like payroll and bill pay.

In this episode of the Accounting Insiders Podcast (recorded February 11, 2026), Gary DeHart sits down with Jody Padar (Radical CPA) and Katie Tolin, co-founders of XcelLabs, to talk about what accounting firms need to do right now to stay relevant as AI accelerates. Jody shares her early days building one of the first “cloud firms,” how consistency and authenticity helped her break through on LinkedIn long before “going viral” was a thing, and why advisory (not compliance) is what clients will keep paying for. Katie breaks down what AI is actually changing in marketing and growth, what “good” AI usage looks like, and why education matters if firms want adoption to stick. They also discuss Botkeeper’s closure and what it says about innovation in a risk-averse profession, plus a walk-through of XcelLabs’ approach, including “Navi,” a tool designed to help professionals improve how they show up in real client conversations. If you’re still treating AI like a side project, you’re already behind.

Are businesses secretly overpaying their 401(k) fees? And do they even know it? In this episode of the Accounting Insiders Podcast, Gary DeHart talks with forensic 401k consultant Paul Sippil, an independent fiduciary and specialist who analyzes retirement plans to uncover hidden fees, excessive charges, and costly plan structures. They break down: ✔ Why most companies don’t know what they’re paying ✔ How participants end up covering fees without invoices ✔ Percentage-based pricing vs flat-fee models ✔ Fiduciary risks employers and advisors should watch ✔ How accountants can deliver more value to clients ✔ Real strategies to review and negotiate retirement plan fees If you’re an accountant, advisor, business owner, or CFO, this conversation will change how you look at retirement plans.

Tax season pressure is real. Spreadsheets break. Staff burns out. Clients chase updates. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Tim Sines, CPA, founder of Mango Practice Management, for a straight-talk conversation on what actually works for accounting firms during tax season and beyond. Tim brings nearly 40 years of real firm experience and explains how modern practice management, project visibility, outsourcing, and capacity planning help firms stay profitable and sane. What you’ll learn 👇 ✔ Why tax season really starts before the returns arrive ✔ When it still makes sense to change systems during tax season ✔ Why spreadsheets quietly kill efficiency ✔ How project management improves turnaround time and client communication ✔ The real cost of bad processes and staff burnout ✔ How outsourcing works when systems are set up right ✔ Why engagement letters protect revenue and expectations ✔ How capacity planning prevents overload during peak season This episode is for CPAs, firm owners, and accounting leaders who want less chaos and more control.

In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Chris Borchers, CTO and Chief Product Officer at Basys Processing, about what accounting professionals should actually understand about payments in 2026. They break down how payment processing has evolved, where most businesses still get it wrong, and why “just checking the payments box” inside accounting software can leave money, efficiency, and compliance on the table. The conversation covers PCI compliance, automation, chargebacks, settlement rates, ERP and QuickBooks integrations, and how accountants can play a more strategic role in improving payment workflows for their clients. Chris also shares how Basys approaches white-glove service in a high-volume payments industry, why customer experience still matters, and where opportunities exist for accountants to add value and potentially open new revenue streams. This episode is especially relevant for QuickBooks ProAdvisors, bookkeepers, firm owners, and controllers who want to reduce risk, simplify payments, and help clients operate more efficiently.

In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by William “Murph” Murphy and Yaroslav Lazor, CEO of Coupler.io, for a deep dive into finance data, analytics, and AI. Yaroslav shares how Coupler.io helps accountants and advisors eliminate manual exports, connect QuickBooks and other finance tools, and turn raw data into dashboards, reports, and real-time insights. The conversation covers real-world use cases, consolidated reporting across multiple entities, and how AI can act as a true data analyst for cash flow, receivables, and financial health. This episode is more technical than usual and ideal for accounting professionals who want to go beyond standard QuickBooks reports and deliver higher-value insights to clients.

Randy Johnston joins Gary DeHart on the Accounting Insiders Podcast to break down what firms should expect in 2026. Randy has spent decades in accounting tech and works closely with CPA firms across the country, so he has a clear view of what’s real, what’s noise, and what’s coming next. They dive into AI adoption, next-gen document management, voice-driven workflows, hardware updates you should wait for, and how firms can actually boost productivity instead of just talking about it. Randy also shares the truth about what’s changing in education, how firms are using AI well, and why many still fall behind. If you want a blunt look at the future of accounting tech, this is the episode. What you’ll learn: ✔ How firms are really using AI ✔ Why only a small slice of accountants get AI right ✔ What new document management tools will do next year ✔ How voice tech will change daily workflows ✔ When you should replace your hardware ✔ Where AI-powered accounting software is heading ✔ How work-from-home is shifting inside firms in 2026 ✔ Why search and online visibility are changing fast ✔ How to reach Randy for training or tech guidance

Hiring accounting talent in the Philippines is no longer an experiment. It is a proven way for firms to expand capacity, remove day-to-day work from partners, and build a stronger team without lowering expectations. In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Isaac Smith, co-founder of Team Up, a recruiting firm that helps accounting practices hire directly in the Philippines. Isaac explains how he scaled a 12 to 14 person bookkeeping team with Philippine talent, what he learned about culture and leadership, and why offshore hiring fails when firms overcomplicate the process. What you will learn: ✔️ How Isaac built his first team in the Philippines ✔️ Why firms need to drop the “us vs them” mindset ✔️ Where hiring goes wrong and how to avoid it ✔️ How communication works across cultures and time zones ✔️ English ability and technical skills in the Philippines ✔️ Contractor vs employee, compliance, and EORs ✔️ When client-facing work fits in Philippine hours ✔️ Why personality fit matters as much as credentials Isaac’s message is straightforward. Build one team, not two. Set the same standards for everyone. Give people the support they need, and they will match the work you expect.

Jeff Seibert, CEO and Founder of Digits, joins Gary DeHart on the Accounting Insiders Podcast to talk about the future of accounting technology. They dig into real-time finance, predictive AI, Digits’ machine-learning engine, the gaps in today’s accounting systems, and how firms can streamline monthly work with automated booking, reconciliation, insights, and reporting. Jeff also shares the origin story behind Digits, why the team built a full general ledger from scratch, why vector-based data models matter, and what’s coming next for the platform. What you’ll learn: ✔ How Digits auto-books 97 percent of transactions ✔ Why predictive AI fits accounting better than generative AI ✔ How real-time dashboards change client advisory ✔ Who Digits is built for ✔ Where it still doesn’t fit today ✔ What the partner program offers firms ✔ How firms onboard clients in minutes ✔ What’s coming in future launches If you serve small businesses or you're exploring modern accounting tools, this episode gives a straight look at how the space is changing fast.

In this episode, Gary DeHart talks with Nancy Benet of Fix-It Accounting, a Florida-based firm known for strong advisory work, recurring revenue systems, and a search-driven growth strategy that keeps their phones ringing nonstop. Nancy shares how she turned a difficult season of life into the launch of a multi-location accounting practice. She walks through her shift from tax resolution to recurring monthly accounting, the systems they depend on, and why advisory services changed everything for her clients. If you want a real look at how a firm can grow through SEO, tight processes, and smart service packaging, this conversation is worth your time. What you’ll learn: ✔️ How Fix-It Accounting used SEO to scale fast ✔️ Why recurring monthly revenue brings stability to a firm ✔️ What advisory and outsourced CFO services really look like ✔️ How to identify clients who need deeper financial guidance ✔️ The tech stack Nancy relies on every day ✔️ Why marketing partnerships can outperform in-house teams ✔️ How to mentor and grow the next generation of accounting professionals

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Valerie Heckman, Accountant Community Manager at OnPay, to talk about what firms need to know about payroll. Valerie shares her career path from Intuit to OnPay, why more firms are adding payroll, the real reasons accountants hesitate, and what a smooth year-end switch looks like. They also cover benefits, HR tools, integrations, multistate challenges, support issues, and how to evaluate payroll providers at trade shows. If you're an accountant, bookkeeper, or advisor looking to tighten your tech stack or add recurring revenue, this episode gives you a real-world breakdown of payroll operations and client expectations. Watch this to learn: • How firms are standardizing payroll as part of advisory • What to ask any payroll vendor before signing • Why year-end is the best time to switch providers • Where accountants lose time and money managing payroll manually • Why support and accuracy matter more than features

Learn how Melissa Broughton built Busy Bee Advisors and created The 1 Hour Bookkeeper, a program designed to help stay-at-home parents, military spouses, and career changers start their own remote bookkeeping businesses. In this episode, Melissa talks about leaving corporate life, starting her firm from zero, overcoming a major setback, and building a program that has already helped thousands. What you’ll learn ⭐ How Busy Bee Advisors started and grew ⭐ Why Melissa built The One Hour Bookkeeper ⭐ The skills and habits new bookkeepers must develop ⭐ How to find your first clients and set up your workflow ⭐ How to handle imposter syndrome and time management ⭐ How to run a bookkeeping business from home ⭐ Where new bookkeepers usually get stuck and how to fix it Host: Gary DeHart Insightful Accountant Podcast

How can accounting firms hire and grow globally without losing control or culture? Gary DeHart sits down with Meryl Johnston, Chartered Accountant, Co-Founder of Bean Ninjas and TeamUp, to unpack how firms can successfully recruit top accounting talent from the Philippines, the lessons she learned building Bean Ninjas, and how to balance being both an accountant and a business owner. What you’ll learn: ✅ How Meryl built Bean Ninjas into a global eCommerce accounting firm using Xero and remote teams ✅ What accounting firms should know before hiring offshore talent ✅ The difference between offshoring and outsourcing—and why culture matters ✅ How to find and onboard the right accounting professionals in the Philippines ✅ Key pitfalls and success stories from firms hiring globally ✅ How to move from “specialist” to “owner” and scale your practice sustainably 🎙 Guest: Meryl Johnston, Co-Founder of Bean Ninjas and TeamUp 🎧 Host: Gary DeHart, Publisher, Insightful Accountant

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Warren Brown, Chief Product Officer and COO of Settle, to discuss how accountants and e-commerce businesses can streamline operations, improve profitability, and access working capital with Settle’s integrated financial platform. What You’ll Learn: ✨ How Settle simplifies inventory, procurement, and payments in one system 💡 Why e-commerce accounting demands specialized workflows 💼 How accountants can grow their firm with Settle’s partner program 📊 What “landed cost” really means and how to calculate it accurately 💰 Easy access to working capital for growing brands Guest: Warren Brown, Chief Product Officer & COO – Settle Host: Gary DeHart, Insightful Accountant

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Christi Richards from Universal Accounting to talk all things GrowCon 2026 and how the event helps owners of bookkeeping, accounting, and tax firms build stronger, more scalable businesses. Recorded on October 30, 2025, this conversation dives into: 📍 GrowCon 2026 details – Salt Lake City, Utah at the downtown Hilton, May 4–6, 2026 🧭 Who GrowCon is for – owners of bookkeeping, accounting, and tax firms focused on growth, scaling, and exit strategy 🎤 Conference format – 3-day, main-stage-only event, no breakouts, everyone in the same room 🧩 Content pillars (MAP) – Marketing, Accounting, Production plus a crucial fourth pillar: headspace 🤝 Networking & exhibitors – intentional vendors, tools, and resources chosen to help firm owners level up 🎓 CPE with Earmark – CPAs can now earn CPE credits at GrowCon 🎟️ Ticket tiers – Standard, Premier, and VIP, including meals, gala night, and casino night access

Want to scale your firm without burning out your team? In this episode of the Accounting Insiders Podcast, we talk with GKM about practical offshoring for bookkeeping, tax, and audit support — including security, onboarding, staffing models, and how to be ready before tax season hits. 🎯 What You’ll Learn 💡 When a dedicated resource vs. a pooled team makes sense 💡 Security, access, and client disclosure basics 💡 How firms onboard and integrate weekly huddles 💡 Training, QA review, and peak-season capacity planning 💡 Timelines to be ready before January

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Mary Miller and Sam Johnson from PayTrace to explore how automation is reshaping B2B payments. Learn how accountants can save time, strengthen client relationships, and simplify complex payment workflows — all while keeping transactions secure and seamless. 💡 Whether you’re an accounting professional or business owner, this conversation will help you rethink what’s possible with smarter payment systems.

Welcome to the Accounting Insiders Podcast with host Gary DeHart. Date of recording: October 15, 2025. Guest: Jane Ingram, Director of Operations and Marketing at Forwardly. We dig into AI native payments, instant B2B payment rails, AI bill capture, approvals, user roles, and Forwardly’s four way sync across popular GLs. We also cover onboarding tips for firms, partner program rewards, security, and where Forwardly is headed next. Highlights: 🔍 What AI native means in payments and bill capture ⚡ Instant payments that move on evenings, weekends, and holidays 🔁 Four way sync across vendor and client books ✅ Approvals, roles, and firm level controls without feature paywalls 🚀 Onboarding at scale and partner program rewards 🔒 Security posture and why some friction protects the firm 🌎 Availability in the U.S. now and plans for international payments

In this episode of the Insightful Accountant Podcast, guest host Christine Gervais sits down with Steve Ferguson from Protection Plus to tackle one of the biggest risks facing accounting professionals today: cybersecurity. Steve brings over 30 years of insurance experience and shares critical insights on what accounting firms need to know about data protection, IRS changes, and the importance of Written Information Security Programs (WISPs) and response plans. They also discuss how Protection Plus helps accountants handle tax notices, identity theft cases, and IRS disputes—saving firms time, money, and stress. 📅 October is Cybersecurity Awareness Month, and this episode is packed with practical advice and real-world stories every practitioner should hear.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Nellie Akalp, founder and CEO of CorpNet, to talk about entrepreneurship, compliance, and how accountants can expand their services through the CorpNet Partner Program. Nellie shares how CorpNet helps accountants, bookkeepers, and advisors become full-service firms by offering business formation, compliance, and payroll tax account setup in all 50 states — without having to become legal experts. They also discuss entrepreneurship lessons, spiritual resilience in business, and how CorpNet continues to innovate with nonprofit bylaws, annual meeting minutes, and state tax account closure services.

In this Accounting Insiders Podcast episode, Gary DeHart sits down with Rob Hamilton, Head of Go-to-Market at Digits. They talk about how Digits is building the first AI-native general ledger, why automation is reshaping bookkeeping, and what accountants and business owners can gain from this shift. Rob shares insights from his background at Twitter, Amazon Alexa, and Twitch, explains Digits’ partner program, and discusses how firms can reduce month-end close times while improving client experience.

How much of your firm’s pricing, positioning, and profitability comes down to mindset? Jacqueline Edwards, founder of Business Pipeline Inc., breaks down her Wealth Identity Blueprint and how money beliefs drive business outcomes. We also get practical about tech stacks, HubSpot, and how to use AI like ChatGPT the right way. What you’ll learn: 🔹 Why money paradigms quietly cap your pricing and profits 🔹 How the Wealth Identity Blueprint exposes “hidden wealth blockers” 🔹 Using AI to audit financials, speed analysis, and improve client conversations 🔹 Building and pivoting a modern tech stack without burning months 🔹 A simple way to start “training” AI for your firm About Jacqueline: Advanced Certified QuickBooks ProAdvisor, licensed real estate broker, creator of the Wealth Identity Blueprint, and 2023–2025 Insightful Accountant Top 100 ProAdvisor. 2025 QBO “App-ologist” awardee at Scaling New Heights.

In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Eli Danziger, VP of Product at Xero, to dive into Xero’s latest innovations shaping the future of accounting. Eli breaks down the highlights from the Xero Roadshows and XeroCon Brisbane, including: 🔹 Jax (Just Ask Xero): Xero’s AI financial super agent, saving advisors hours each week by streamlining workflows. 🔹 Sift Analytics Integration: Powerful data visualization, forecasting, and intercompany consolidation capabilities. 🔹 Plaid Partnership: Tripling the number of high-quality bank feeds in the U.S. for faster, more accurate bookkeeping. 🔹 Automated Bank Reconciliation & Partner Hub: Tools designed to free up advisors’ time and enhance client relationships. If you’re an accountant or small business advisor looking to free up time, better leverage AI, and deliver more value to clients, this conversation will show you what’s possible with Xero’s evolving platform. 👉 Learn more about upcoming events like the Xero Roadshow Canada 2025 by searching “Xero Roadshow Canada 2025”.

Guest: Samantha Hallburn Host: Gary DeHart Gary DeHart sits down with Samantha Hallburn, founder of PBS Accounting and Tax Solutions, to talk about building a remote-first firm that actually works. Sam shares how she moved from banking into bookkeeping, why job costing and project management are her sweet spots, and how live training shaped her skills. We get into the Zoho Balance retreat, Zoho One as a platform, and what’s changing for pros who have relied on Intuit for years. They also break down practical culture moves for distributed teams: cameras-on meetings, explicit expectations, capacity tracking, and perks that matter. Tools in the stack include QuickBooks Online, Keeper, Slack, and Levi for capacity and profitability tracking. Sam explains her Financial Literacy Workshop for small business owners, her pipeline strategy through speaking, and a new education-focused venture, Trail to Summit. She’s training for Everest Base Camp, too, and translating that grit into how she leads. What you’ll learn: ✅ How to standardize remote team rituals without killing autonomy ✅ Capacity and profitability tracking that guides staffing and pricing ✅ When to partner for tax instead of doing it in-house ✅ Why Zoho’s platform is worth a fresh look for ops beyond accounting ✅ A simple playbook for turning speaking into a lead engine

In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by Celebrity Cruise Line’s Marylis Ward and Insightful Accountant’s travel coordinator, Gina Allard (A Travel Spy), to unveil an exciting announcement: the Sea Days Symposium 2026. Set aboard the Celebrity Beyond, this 7-night Eastern Caribbean cruise departs from Miami on July 19, 2026, and blends professional growth with world-class leisure. Attendees can expect: 📍 CPE-eligible sessions led by industry leaders, including confirmed speakers like Dawn Brolin 📍 A unique mix of learning, networking, and relaxation at sea 📍 Incredible destinations: Puerto Plata, Tortola, and St. Kitts 📍 Access to premium dining, entertainment, and unforgettable onboard experiences This isn’t just another conference. It’s a new way to learn, connect, and recharge while sailing through paradise.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Carufe, founder of Good Measure and Executive Advisor at Karbon. Joe shares his journey from running a cloud-based bookkeeping firm to shaping processes at Karbon, while balancing the realities of advisory work. Topics discussed: ✅ What Client Advisory Services (CAS) really means in today’s market ✅ Building strong relationships while leveraging technology and AI ✅ How firms can set boundaries with clients and still deliver high-value service ✅ Why processes and documentation are the real drivers of firm valuation ✅ The future of accounting technology and the rise of AI-driven workflows Whether you’re leading a small firm or scaling for exit, this conversation will give you practical insights into process management, client communication, and building firms ready for the future. 📌 Stay connected with Insightful Accountant for more episodes, webinars, and training on growing your practice.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sharrin Fuller, founder of Glass Wallet Ventures, three-time Insightful Accountant Top 100 ProAdvisor, and 2025 Top Educator. Sharrin shares how she systematized her firm, cut down headcount without losing revenue, and built a model that lets her run three companies while only working three days a week. They dive into: ✅ How to systematize and streamline your accounting firm ✅ Why contracts and due diligence are critical if you plan to sell ✅ Building a team that runs on process, not chaos ✅ The “Clone and Conquer” method and how it helps firm owners reclaim their time ✅ Lessons on onboarding, automation, outsourcing, and client accountability Whether you’re aiming to sell your firm, free yourself from the day-to-day grind, or build a business that runs efficiently, this conversation is packed with practical insights.

In this episode of the Accounting Insiders Podcast, host Gary DeHart talks with Uday Koorella (Co-Founder & CIO) and Greg Pope (CMO) of Qount, a practice intelligence platform designed for modern accounting firms. They explore how Qount supports firms in unifying key functions—time & billing, task and document management, collaboration, and client sentiment tracking—within a single system. Built for growth-focused firms, Qount combines automation and machine learning to help accounting professionals streamline workflows and gain deeper client insights.

In this in-depth Scaling New Heights sit-down, Gary DeHart of Insightful Accountant talks with Brad White, CEO of VARC Solutions. Brad shares how his firm helps accounting professionals and ProAdvisors unlock new revenue streams through smart tech partnerships, vetted app integrations, and hands-on support. Discover how VARC’s partner program gives bookkeepers, CPAs, and consultants access to 30+ solutions—plus dedicated reps, white-glove support, and ongoing training—without the overwhelm of managing it alone. Topics include: Growing beyond bookkeeping with trusted solutions Why many firms are leaving money on the table Vetting tools like Avalara, Fishbowl, and more How VARC empowers small firms to scale without burnout Insights from the QuickBooks ecosystem Community, accountability, and staying ahead of tech trends 💡 Whether you’re solo or scaling, VARC may be the missing piece in your practice.

In this special episode, Murph from Insightful Accountant sits down with Joe Woodard, the creator and host of Scaling New Heights, for an insider recap of the biggest conference yet—plus an exciting look ahead to the 2026 theme. Joe shares: ✅ Why 2024’s “Make It So” theme resonated with so many ✅ The record-breaking attendance and excitement from both sponsors and first-timers ✅ How AI and rapid industry change are creating both challenges and opportunities for accountants and small firms ✅ A sneak peek at the 2026 theme: “Build Your New in a Strange World” The conversation covers the impact of AI, private equity, and how accountants can future-proof their practices through curiosity, action, and continuous learning.

🔗In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes Kevin Sisk, President of Bill360. With a background in military leadership and decades in the payments industry (JP Morgan Chase, First Data/Fiserv), Kevin shares how Bill360 is purpose-built to simplify B2B accounts receivable and accelerate cash flow for businesses and accounting professionals. 💬 Topics Covered: 🔹 Kevin’s journey from the Marine Corps to payments leadership 🔹 Why AR automation is the last “green pasture” in business efficiency 🔹 How Bill360 differs by facilitating payments and removing friction 🔹 Deep integration with QuickBooks & Xero 🔹 Upcoming AI features, surcharging, and partner opportunities 📌 Perfect for accountants, bookkeepers, and firms looking to level up their tech stack and help clients get paid faster.

n this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Diane Gilson for Part 3 of our 6-part AI series focused on transforming how accounting professionals use ChatGPT. 🔍 Topic: ChatGPT as a Thinking Partner – Not Just a Typing Tool Diane shares how she has transitioned from traditional accounting work into AI consulting, using tools like ChatGPT to: 🎯 Brainstorm business strategy and plan pivots 🎯 Generate client-friendly prompts for workshops 🎯 Break through mental blocks and iterate smarter 🎯 Create SEO-friendly blogs with detailed AI suggestions 🎯 Build planning systems for Q3 (and any quarter) 🎯 Think with the AI, not just use it

In Part 2 of our 6-part AI series, host Gary DeHart welcomes back Diane Gilson—Top 100 ProAdvisor and founder of BuildYourNumbers.com—to explore “The Art of the Prompt” using ChatGPT. If you're an accountant, bookkeeper, or small business owner still figuring out how to actually use AI, this episode will give you the hands-on guidance you’ve been looking for. 🔍 What you’ll learn in this episode: 🎯 What makes a great ChatGPT prompt (and what to avoid) 🎯 Real examples of using AI for content creation, client communication, and SOPs 🎯 How to get AI to write in your own voice 🎯 Why specificity matters—and how to structure prompts effectively 🎯 A live walkthrough of how to create a full presentation using just one prompt! 🛠️ Whether you're brand new to AI or looking to level up your skills, Diane’s tips will help you treat ChatGPT like a powerful team member, not just a search engine.

Paul Peterson of WISS shares how the firm is redefining accounting by prioritizing employees, embracing AI, and adapting to generational shifts. With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. In this interview, Paul discusses: 🔹 How WISS is shifting from outdated accounting culture to an employee-centric model 🔹 Why Gen Z prefers hybrid work and how WISS supports that 🔹 Creating diverse career paths with educational support 🔹 Standardizing operations to foster collaboration and eliminate internal competition 🔹 Piloting AI to solve service bottlenecks and empower staff 🔹 The firm’s long-term strategy for sustainability, innovation, and impact 🔹 Advice for smaller firms starting their AI journey 🛠️ WISS is on a mission to reshape the accounting industry narrative—highlighting not burnout, but opportunity.

In this episode of the Accounting Insiders Podcast, we sit down with Brian Kelly, founder of Kellcat Bookkeeping, to explore his unique business model focused on real estate investors and contractors in the Denver area. 🧠 Business Model Highlights: Brian emphasizes clean, organized bookkeeping to make tax prep easier for CPAs—his primary referral source. His strategy? Keep the books clean, and the referrals follow. 🛠️ Tech Stack Breakdown 📌 QuickBooks Online – Core accounting platform 📌 Uku – Task management & automation 📌 Anchor – Invoicing tool 📌 KeepFull – Lead funneling CRM 📌 Zapier – Integration for onboarding & document automation 🚧 Challenges & Smart Solutions 🔹 Navigating solo scalability as a solo practitioner 🔹 Streamlining multiple LLCs in one QuickBooks file with class tracking 🔹 Leveraging local networking and Google SEO to drive inbound leads 👉 Whether you're in real estate, bookkeeping, or just looking to scale smarter, this episode is packed with practical tips and tools.

In this special GrowCon 2025 edition of the Accounting Insiders Podcast, host Gary DeHart sits down with Mike Milan—better known as "Cash Flow Mike"—to discuss his transformation from state trooper to entrepreneur, author, and small business coach. Mike shares insights from his real-world experience, teaching style, and books like Don’t Be a Dumb Business Owner and Don’t Tell Me What to Do. Learn how he helps accountants and business owners address deeper challenges by asking the right questions and offering coaching programs designed to eliminate cash flow problems for good. 🎯 Featuring: ✅ Real-world coaching advice for accountants ✅ Emotional intelligence in business consulting ✅ Cash flow tips for SMBs ✅ Membership model insights for ongoing client education 📍Recorded live at GrowCon 2025.

In this episode of the Accounting Insiders Podcast, Gary DeHart breaks down the upcoming QuickBooks price increases set to take effect between July 1 and August 1, 2025. These changes impact a wide range of QuickBooks products, including: ✅ QuickBooks Online: Increases from 8.5% to 17% ✅ QuickBooks Payroll: Monthly fees up by 3%–8%, per employee fees by 9%–11% ✅ QuickBooks Desktop Accountant: A massive 50% jump ✅ Premier ProAdvisor Bundle: Rising from $999 to $1,499 We also cover changes to Enterprise integrated payroll and what these adjustments mean for accountants and business owners. 🎧 Don’t forget to like, subscribe, and hit the bell to stay updated on critical accounting industry changes.

In this episode of the Accounting Insiders Podcast, host Gary DeHart speaks with Debra Kilsheimer of Behind the Scenes Financials Inc., who shares her inspiring and unconventional journey through the world of accounting. From leaving behind traditional firm culture to selling Mary Kay, launching newsletters at a law firm, and ultimately revolutionizing her accounting practice with flat-rate, value-based pricing—Debra has seen and done it all. Discover how she and her husband Hal transformed their firm to focus on client wealth-building, not just tax reduction. Debra also dives into how AI and technology are reshaping the future of accounting and why ditching hourly billing is the first step to true impact. 🔥 Debra is also the co-host of the popular Bookkeepers on Fire podcast and YouTube channel, where she advocates for accountants to embrace a new mindset and step into their full value: ⁨https://www.youtube.com/@BookkeepersOnFire

In this episode of Accounting Insiders Podcast, host Gary DeHart sits down with Arnaud Gabaudan, Co-Founder of Erplain, a powerful sales and inventory management platform built specifically for small businesses with 1–20 employees. Arnaud shares the story behind Erplain and how it helps simplify and automate operations—from sales and purchasing to inventory tracking—with a user-friendly interface and QuickBooks integration. The discussion also highlights Stockpit, an add-on tool for deeper inventory control, and Erplain’s upcoming 2025 version release with advanced features. 💡 What You’ll Learn: ✅ All-in-one platform for sales, purchases, and inventory ✅ Integration with QuickBooks for streamlined accounting ✅ Stockpit add-on for enhanced inventory control ✅ New features coming in Fall 2025 ✅ Erplain’s Partner Program for accountants and advisors

In this episode of the Accounting Insiders Podcast, host Gary DeHart speaks with tech visionary and industry veteran Randy Johnston (NMGI, K2 Enterprises, Rx Genomics) about the critical trends shaping the future of accounting and advisory firms in 2025 and beyond. From the automation of tax preparation and client accounting services (CAS) to skyrocketing SaaS costs and AI-powered cybersecurity threats, this deep-dive offers insights for firms of all sizes—small, mid-market, and enterprise. 💡 Key Topics Covered: ✅ AI adoption across tax, audit, and CAS ✅ The rise of client expectations and how firms must adapt ✅ Face-to-face vs. virtual CPE trends post-pandemic ✅ Commoditization risks in CAS and the value of advisory ✅ The threat of Agentic AI in cybersecurity breaches ✅ How to strategically select and implement accounting software tools ✅ Predictions for the next 12–18 months in the accounting profession 🔗 Learn more about Randy at: NMGI: https://nmgi.com K2 Enterprises: https://k2e.com

Discover how to elevate your marketing strategy from tactical to relational with insights from Christian Jones of Tax Pro Marketer. In this episode, we delve into the power of data-driven client retention, maximizing the "acres of diamonds" within your existing client base, and integrating AI tools like ChatGPT for strategic content creation. Christian also highlights key takeaways from 'The AI Driven Leader' by Jeff Woods, offering actionable steps to align marketing, automation, and client engagement for sustainable growth.

Discover key product updates from Xero, including insights from Eli Danziger on the importance of direct user feedback in product development. This episode highlights major Xero features like bank feeds, ACH payments, inventory, and the highly anticipated Reconcile Period—Xero’s biggest North America launch of the year. Also, learn about the beta release of the new Invoice Template Editor and how users can get involved in testing and shaping the platform. ✅ Reconcile Period for accurate month-end closing ✅ Invoice Template Editor (beta) with customization ✅ Product priorities shaped by real customer conversations 🎧 Tune in now to explore what’s new and what’s next in Xero product innovation.

Discover how accountants and small business owners can use Chat GPT to save time, boost productivity, and streamline daily tasks. This session covers the basics of AI, practical use cases, and simple ways to get started—no tech skills required. ✅ Key Takeaways: 🎯 Write emails, draft policies, and interpret contracts faster 🎯 Use Chat GPT like a 24/7 assistant with natural prompts 🎯 Understand free vs. paid versions ($20/month with extra features) 🎯 Try “act as” prompts to get expert-style responses

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Julie Smith, Practice Manager at Harper & Co. CPAs. Julie shares her journey into the accounting space and her experience co-founding Pure Tax LLC and Empower CPA. She dives deep into the role of a practice manager, discussing essential skills like emotional intelligence, process optimization, and client relationship management. Julie also explains the concept of "right fit clients," when firms should consider hiring a practice manager, and how fractional practice management can be a smart first step. Learn how technology, team alignment, and proper valuation of services drive success in modern firms.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Michael Uadiale, CPA, an advocate for digital transformation in accounting, to explore how CPAs and firms can leverage automation, AI, and modern tech tools to boost efficiency and future-proof their practice. 🚀 Key topics covered include: ✅ Why embracing automation is critical for firm growth ✅ Michale's journey and experience driving transformation ✅ Tools and platforms that are changing the accounting game ✅ Actionable advice for accountants navigating tech adoption Whether you’re a solo practitioner or a growing firm, this conversation offers practical strategies and inspiring insights to help you thrive in today’s digital-first world.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Val Steed, Director of Accountants at Zoho, to discuss the evolving role of artificial intelligence in the accounting profession. Fresh from his recent travels to India, Val offers a global perspective on pressing industry topics—from the wave of retiring accountants and firm ownership transitions to the cautious but growing embrace of AI tools like Zoho’s Zia. Key topics include: ✅ How AI like Zoho Zia enhances—rather than replaces—accountants ✅ The need for robust inventory solutions in client firms ✅ Zoho's support and resources for accounting professionals ✅ Building a Pro Advisor-style network within the Zoho ecosystem ✅ Upcoming Zoho events and how to get involved Whether you're a seasoned CPA or an up-and-coming advisor, this conversation is packed with valuable insights on technology, succession planning, and staying competitive in a changing landscape. 👨‍💻 Learn more: https://www.zoho.com/cpa/ 🔗 Connect with Val: https://www.linkedin.com/in/valsteed/ 📧 Email Val: val@zohocorp.com - Connect with Insightful Accountant! Website 👉 http://insightfulaccountant.com/ 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ Blog 👉 https://blog.insightfulaccountant.com/ YouTube 👉 https://www.youtube.com/@InsightfulAccountant Instagram 👉 https://www.instagram.com/insightful.accountant/

In this episode of the Accounting Insiders Podcast, Gary DeHart welcomes Daniel Hood, Editor-in-Chief of Accounting Today, for a deep dive into the Firm Growth Forum, taking place May 20–21 at Mission Bay Resort in San Diego. Designed for accounting firms earning between $1M and $30M, the event zeroes in on how to scale intentionally, professionalize back-office operations, and adopt a business-first mindset. Daniel shares what makes this forum different—including its focus on leadership, firm management, and case studies from successful peers. With featured experts like Joe Woodard and Gail Crosley and 300–350 attendees expected, this episode offers a must-hear preview of one of the industry's most strategic events.

n this episode, Gary DeHart interviews Bryan Droznes, General Manager of Mango Practice, to explore how their accounting practice management software is built to solve common challenges faced by small to mid-sized firms. Bryan breaks down Mango’s streamlined 30-day onboarding process, core features for project visibility and resource planning, and how the platform fits into the broader ProfitSolv ecosystem. He also shares a preview of upcoming AI-powered tools set to launch by 2025—designed to increase productivity and expand client services. 📍 Catch Mango at AICPA Engage and other upcoming accounting trade shows

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Woodard, founder of Scaling New Heights—the nation’s largest accounting technology conference. Joe shares the story of his journey from QuickBooks trainer to industry leader, including his 20-year partnership with Intuit and the creation of Scaling New Heights in 2009. This year’s theme, "Make It So" (inspired by Captain Picard), sets the tone for over 110 breakout sessions focused on leadership, growth, and tech innovation in accounting. The conversation also dives into the event’s social programs, recognition of standout professionals, and the unique community that forms around the conference each year. 🎧 Listen in for insight, history, and a look ahead at the future of accounting education

n this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Hector Garcia, CPA, to explore his journey from running a successful accounting firm to becoming a tech entrepreneur and thought leader in the profession. Hector shares the origin story of Right Tool, a Chrome extension designed to streamline navigation and workflows within QuickBooks Online, and how it’s grown to serve over 20,000 users. He also dives into Reframe, his educational company and annual conference that challenges traditional accounting models with a bold, creative approach. They discuss: ✅ The power of content creation in building authority ✅ How Right Tool emerged from a simple bookmark system ✅ Pricing psychology and confidence for accounting pros ✅ Reframe 2025’s theme: “Pricing With Confidence” ✅ The role of AI in reshaping the profession ✅ Subscription models, community building, and delivering value This episode is packed with insights on how to adapt, evolve, and lead in a fast-changing profession.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Janel Sykora, co-founder of Cajabra Marketing, to tackle the top 3 marketing challenges facing accounting and bookkeeping firms in 2025. ✅ Messaging That Converts – Learn how to craft clear, client-focused messaging that cuts through the noise. ✅ Stop Missing Opportunities – Discover how Google reviews and optimized communication can drive client trust and growth. ✅ Lead Management Automation – Janel shares how to nurture prospects using smart automation tools. 💡 Whether you're a solo bookkeeper or running a growing accounting firm, this conversation is packed with actionable insights to help you amplify your marketing efforts and grow your client base. 📅 Upcoming Webinar Alert! Join us on March 13 for an exclusive webinar focused on marketing strategies that actually work for bookkeeping professionals. Reserve your spot now! 👉 Register here: https://insightfulaccountant.com/events/niche-marketing-top-5-marketing-mistakes-accounting-firms-make-and-how-to-fix-them

In this episode of Accounting Insiders, host Gary DeHart sits down with Nancy McClelland, CPA, aka The Dancing Accountant! 💃 Nancy runs a hyperlocal CPA firm in Chicago while living in Mexico during tax season—talk about work-life balance! She shares insights on her 'Ask a CPA' community, designed to help bookkeepers prepare tax-ready books and avoid year-end chaos. 📚✅ Plus, she reveals her top 10 must-attend accounting conferences, offering practical education, networking, and vendor insights to help accountants level up. 🔹 How she chooses which conferences to attend 🔹 Why vendor areas are gold mines for new tools 🔹 How to set clear goals for conference networking 🌎 Want to join Nancy’s 'Ask a CPA' community? Visit 👉 thedancingaccountant.com

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Sona Akmakjian, Global Head of Strategic Accountant Partnerships at Avalara, to discuss the evolving landscape of tax compliance. From the impact of the Wayfair ruling to the rising challenges of cross-border tax, Sona shares her expert insights on how accountants can navigate these complexities and unlock new revenue opportunities through Avalara’s partnership programs. 🚀 Discover how Avalara has expanded beyond sales tax automation to become a comprehensive tax compliance powerhouse. Learn about referral and implementation training models, how COVID-19 accelerated global tax changes, and key takeaways from the 2025 Avalara Tax Changes Report. Get the 2025 Avalara Tax Changes Report – Stay Compliant & Informed! 👉 https://www.avalara.com/simplify/en/asset/avalara-tax-changes-2025-get-your-copy-now.html?partnersource=0014000001Yj5MRAAZ

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with tax accounting expert Will Hill, who brings 24 years of experience in optimizing accounting firm operations. 🎯 Topics Covered: ✅ The shift from hourly work metrics to a deliverables-focused approach ✅ Tackling productivity challenges in remote & hybrid work environments ✅ Why transparent communication is key to successful organizational change ✅ Tailored strategies for small firms to thrive in today’s market ✅ The rise of specialized project management tools for accounting firms ✅ Effective client acquisition strategies for sustained growth 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp

In this episode of Accounting Insiders, host Gary DeHart talks with Randy Crabtree, CPA & co-founder of Tri-Merit Specialty Tax, about the Bridging the Gap Conference (July 22-24, 2024, Denver). Focused on mental health & burnout in accounting, the event features 5 educational tracks, a wellness room, and a gala honoring industry achievements. Learn how this conference fosters community, innovative practices, and sponsorship opportunities. 🎧 Listen now & explore details at BTGconference.com

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with conversation expert Mary Schmid to explore the power of high-trust conversations in accounting. Drawing from her experience as a healthcare executive and insights from her book Make or Break Conversations, Mary shares actionable strategies for strengthening client relationships. 💡 Key Takeaways: ✅ The 3 Levels of Conversation: Informational, Positional Persuasive & Transformational ✅ How to foster trust, engagement, and long-term client loyalty ✅ The role of active listening & open-ended questions in client retention ✅ Why creating a judgment-free environment is crucial for accounting professionals

In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Carlos Lopez, Enrolled Agent and founder of Latino Tax Pro, to discuss the Latino Tax Fest 2025, the leading bilingual tax education event for professionals. Taking place June 16-19 at the MGM Grand in Las Vegas, this conference offers vital IRS tax updates, ethics training, business growth strategies, and networking opportunities—all available in English and Spanish. Discover how tax preparers can stay compliant, expand their firms, and connect with industry leaders at this high-impact event. From expert-led sessions to the mariachi festival and poolside networking, this is the must-attend event for tax and accounting professionals.Empowering Tax Professionals: Latino Tax Fest 2025 Insights From Carlos Lopez

In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Christi Richards, Event Manager and Student Fulfillment Director at Universal Accounting Center, to discuss GrowCon 2025! 🌟 Happening this May in Provo, Utah, GrowCon is the ultimate event for bookkeeping, accounting, and tax firm owners looking to expand their network, gain industry insights, and sharpen their skills. With no breakout sessions, attendees will enjoy a main-stage format featuring top speakers like Mike Milan and Geni Whitehouse, covering topics such as marketing, accounting, production, and mental wellness. 🎲 VIP perks include: ✔️ Early arrival ✔️ Exclusive networking ✔️ Casino Night 🎟️ Ticket Info: ✅ General Admission: $997 ✅ VIP Access: $1,497 💰 Use promo code IA25 for $250 OFF!

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Blake Grewal, founder and CEO of Customer IQ, to discuss the power of customer journey mapping for service-based businesses. 💡 What You’ll Learn: ✔️ The importance of visualizing the entire customer experience ✔️ How to identify feedback opportunities and optimize automation ✔️ The role of Google My Business in maximizing marketing efforts ✔️ Why tailored journey maps are essential for different customer segments ✔️ How to integrate technology strategically for business growth Blake shares practical tools for brainstorming and refining customer journeys, along with strategies for using customer reviews to drive engagement. Plus, learn how Customer IQ is offering free customer journey mapping consultations to help businesses level up their marketing strategies. 📌 Want to optimize your customer journey? Visit Customer IQ for a free consultation!

In this insightful episode, host Gary DeHart sits down with HR expert Michelle LeBlanc to explore key HR strategies for accountants and professionals in regulated industries like finance, healthcare, and energy. 💼📊 🔎 Key Topics Covered: ✅ The importance of compliance in managing employees ✅ 1099 vs. W-2 classification – Avoid costly misclassification mistakes ✅ Best practices for certifications, training, and audits ✅ How accountants can advise clients on HR compliance ✅ Budgeting for training to mitigate risks Michelle emphasizes why HR compliance is a must for businesses and how accountants can play a key role in advising clients on employee classification, ongoing training, and insurance considerations. 📑

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Roger Knecht, president of Universal Accounting Center, to discuss key trends shaping the accounting industry. Roger shares his journey from headhunter to leading a top post-secondary institution for accounting professionals, now a comprehensive online education platform. 🔹 Key Topics Covered: ✅ The three core accounting services: Bookkeeping, Tax Planning, and CFO Advisory ✅ The shift from tax preparation to advisory services ✅ Growing interest in Enrolled Agent (EA) certification vs. CPA ✅ The power of niche marketing for accountants ✅ Insights into Grow Con, an event for networking and industry insights

In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Sal Rezai, founder of Accounting by Sal, about her journey in building a firm that serves service-based SMBs in the U.S. and Canada. Sal shares insights on: ✅ Common accounting software mistakes and how to fix them ✅ The shift to the Business Bookkeeping Academy for bookkeepers and CPAs ✅ Must-have tech tools for efficient accounting practices ✅ Client onboarding strategies and community-building initiatives 📌 Watch now and level up your accounting practice!

Join host Gary DeHart in an insightful conversation with business advisor Debra Angilletta, renowned for implementing the Profit First system in over 300 companies. In this episode, they explore how AI is transforming the accounting industry by automating compliance tasks, freeing up professionals to focus on strategic advisory services. Deborah shares her unique "four-legged stool" approach, combining AI and innovative staffing solutions to drive business growth. Key topics include: ☑️ Shifting from compliance to advisory work. ☑️ Embracing AI to meet client demands for strategic guidance. ☑️ The benefits of outsourcing and diverse hiring practices. Discover actionable steps for accountants to elevate their services and stay ahead in a rapidly changing industry. Don’t miss this essential discussion!

Join us as Ben Richmond, Xero's newly appointed Managing Director for North America, shares key updates and the future direction of Xero's platform during the Product Update and Strategy Discussion meeting. Highlights include: 📌 Xero's 'Three by Three' strategy targeting the US, Australia, and UK markets 📌 Launch of the full bank reconciliation feature for US and Canadian users 📌 Exciting new AI capabilities across the platform 📌 Partnerships with Gusto and Bill.com 📌 The growing importance of Client Advisory Services (CAS) for accountants 📌 Xero's increasing physical presence in North America 📌 Recognition as part of the Fortune Future 50 list Looking ahead to 2025, Xero aims to revolutionize bookkeeping, expand AI integration, and systemize CAS with a focus on educating users about AI in accounting. Connect with Ben 👉 https://www.linkedin.com/in/ben-richmond-ca-b8794220/ Learn more about Xero 👉 https://www.xero.com/

In this episode of the Accounting Insiders podcast, Gary DeHart interviews John Martinka, co-founder of Nokomis Advisory Services, about key strategies for small businesses in the M&A sector. With 25 years of experience, John discusses charitable initiatives, business transactions in the lower middle market, and private equity trends. Learn actionable tips on: ✅ Improving business valuations with quality earnings reports and financial systems ✅ The role of fractional CFOs in scaling businesses ✅ How work-from-home trends affect company value ✅ Proactive accounting practices for client success 🎙️ Watch now to explore expert insights for accountants and business advisors!

In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Margie Remmers Davis, CEO and founder of Akadian Accounting Education. Margie shares her inspiring journey from being a stay-at-home mom to becoming a successful bookkeeper and educator. She discusses the development of her training programs, including Crystal Clear Cash Flow and Fast and Easy QuickBooks Online, designed to support overworked CPAs and tax preparers. Discover how Margie is rebranding her business to Acadian and launching the Bookkeeping Accelerator Program—a hands-on, on-demand training solution for bookkeepers and professionals. Learn about her collaboration with tax professionals to define the "perfect bookkeeper" and her plans for future growth. Stay tuned for actionable insights on bookkeeping education, professional development, and upcoming programs!

In this episode of the Accounting Insiders Podcast, Gary DeHart interviews Dan Berenholtz, co-founder and CEO of Stanford Tax. Dan shares his journey into the tax and accounting industry and how inefficiencies in tax document collection inspired the creation of Stanford Tax’s innovative solution. Discover how their AI-powered platform integrates with leading tax software to simplify client document submission and organization. While no major updates are slated for the upcoming tax season, Dan discusses the company's focus on refining existing features, investing in R&D, and future plans to expand industry presence through key 2025 events.