Accounting Insiders

🔍 Learn more and book a demo at: https://qount.io ✅ Best suited for multi-service or scaling firms 📊 Discover how practice intelligence can complement your existing tech stackGreg Pope (CMO): https://www.linkedin.com/in/gregoryjpope Uday Koorella (Founder & CEO): https://www.linkedin.com/in/udaykoorella Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

📍 Learn more: https://varcsolutions.com📧 Contact Brad: brad@varcsolutions.com Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

Joe Woodard, the creator of the popular accounting technology conference, shares valuable insights for accounting professionals. He discusses the remarkable success and record attendance at the recent conference, emphasizing the theme 'Make It So.' Woodard highlights the opportunities and challenges that AI presents for the industry, encouraging accountants to embrace AI tools. He also hints at future thematic inspirations from Star Trek, aiming to motivate professionals in a rapidly evolving landscape. It's a call to action for growth and innovation!

📍 Learn more: Bill360.com 🔗 Connect with Kevin: https://www.linkedin.com/in/kevinsisk/ Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

Diane Gilson, an expert who pivoted from bookkeeping to AI, shares insights on how artificial intelligence is transforming accounting practices. She discusses ChatGPT's evolution from a mere tool to a critical thinking partner. The conversation highlights practical applications for project management and productivity, emphasizing effective prompting to unlock AI's potential. Diane also gives a sneak peek into Q3 planning, demonstrating how AI can streamline deliverables and team goals while boosting overall efficiency.

🎯 Learn from Diane Gilson’s free AI webinars at buildyournumbers.com🔗 Connect with Diane: https://www.linkedin.com/in/infoplusaccounting/📥 Free Download: Get your Chat GPT Prompt Template now → https://shorturl.at/wlA2PPerfect for accountants and small business owners ready to improve efficiency with AI!🔗 Missed Part 1? Watch here 👉 https://youtu.be/0isa6mHAV4o🔗 Missed Part 1? Listen here 👉 https://accounting-insiders.simplecast.com/episodes/chat-gpt-tips-for-accountants-small-businesses-diane-gilson🔗 Missed Part 3? Watch here 👉 https://youtu.be/dJ9ny04ZP6I🔗 Missed Part 3? Listen here 👉 https://accounting-insiders.simplecast.com/episodes/chatgpt-as-a-thinking-partner-real-ai-use-cases-for-accountants-diane-gilson-part-3🔗  Watch Part 2 here 👉 https://youtu.be/lVmLEaa1VD4  Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

🔗 Learn more: https://www.wiss.com 🔗 Connect with Paul: https://www.linkedin.com/in/ppeterson1/🎙️ 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.🏢 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.💻 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.🎓 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.🔄 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.🧑‍💼 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.👩‍💻 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 WISS’s AI pilot programs.🤖 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.📢 Industry Narrative & Closing Remarks (34:06 - 36:18)Emphasis on reshaping accounting’s 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. Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

Learn more at 👉 https://kellcatbookkeeping.com/Connect with Brian 👉 https://www.linkedin.com/in/kellcat/- Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@InsightfulAccountant Instagram 👉 https://www.instagram.com/insightful.accountant/ Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

Learn more at 👉 https://CashFlowMike.com Connect with Mike 👉 https://www.linkedin.com/in/mikemilan/- Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@InsightfulAccountant Instagram 👉 https://www.instagram.com/insightful.accountant/ Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

👉 For full details, read the full article: https://blog.insightfulaccountant.com/quickbooks-price-hikes- Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@InsightfulAccountant Instagram 👉 https://www.instagram.com/insightful.accountant/ Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/