Accounting Insiders

Gary and Chris talk about the recent State of Accounting Firms study conducted by Caseware which revealed some of the challenges firms are facing, where they plan to invest in technology and the role technology will play in firms in the future. Learn more about Liscio @ https://liscio.me/ - -Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg 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/ 

Gary DeHart and Andrew Lassise discuss the Top 3 tech challenges facing todays tax and accounting firms, the 6 steps to complying with IRS Publication 4557 and why firms should outsource their technology management to 3rd party.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/Q03jR86n0 Website 👉 http://insightfulaccountant.com/  Twitter (X) 👉 https://twitter.com/insightfulActnt  Facebook 👉 https://www.facebook.com/insightfulActnt/  LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/

Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg  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/ 

Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with FASB, GASB & IASB regulatory changes has helped drive successful partnerships with accounting leaders, from CFOs to modern accounting firms.   Learn more about Trullion @ https://trullion.com/   ----------------------------------------------------------------------------------------------------------------------- Connect with Insightful Accountant Website: http://insightfulaccountant.com/   Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2   Twitter: https://twitter.com/insightfulActnt   Facebook: https://www.facebook.com/insightfulActnt/   LinkedIn: https://www.linkedin.com/company/insightful-accountant/   YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg  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/ 

Gary DeHart and Deneen Dias, VP of Growth and Strategy for Botkeeper, discuss the growth and expansion of AI and how accounting firms can and should embrace it for the long-term health of the firm. Learn more about Botkeeper @ https://www.botkeeper.com/ Connect with Insightful Accountant Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzgConnect 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/Q03jR86n0 Website 👉 http://insightfulaccountant.com/  Twitter (X) 👉 https://twitter.com/insightfulActnt  Facebook 👉 https://www.facebook.com/insightfulActnt/  LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/

Dan Beck, the CEO and Co-Founder of 401GO, chats with Gary about how implementing a 401(k) plan into your small business can be easier than you think. In this episode, Dan shares how 401GO integrates with almost every payroll provider, how you can set up your 401(k) plan in just 15 minutes, and how their affordable pricing structure allows for more businesses to offer 401(k) benefits.  Think your small business isn't large enough to offer 401(k) benefits? Dan shares how 401GO can help small businesses of any size, even single owned! Since 2017, Dan and 401GO have strived to help small business owners improve their daily lives and finances, and do so with a human connection--not just with tech solutions.  Listen now to learn how 401GO can help your small business and how their goals for 2023 are keeping them at the forefront of innovation! Learn more about Dan and 401GO!https://401go.com/  Connect with Insightful AccountantWebsite: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg 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/ 

Kyle Turriff is the Senior Technology Consultant at RLB, an accounting firm based in Canada. He oversees RLB Digital, a subsidiary of RLB that specializes in digital consulting for process automation and strategy. Kyle sits down with Gary to share how RLB Digital can help accounting firms implement automation, how their company has helped Insightful Accountant's business, and how building simple automation is easier than you think. In this episode, Kyle shares why it's important for firm owners to know the basics of automation, how much time businesses can save by implementing new technologies, and what percentage of revenue firms should allocate toward technology Listen now if you find yourself saying, "There has to be a better way!" with your current business practices, and learn the best way to seek out solutions! Learn more about RLB Digital https://digital.rlb.ca/ Find Kyle on LinkedInhttps://www.linkedin.com/in/kturriff/ Connect with Insightful AccountantWebsite: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg 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/ 

Tim Grant, the CEO of Business Solution Providers, Inc. joins Gary to provide insight into both the manufacturing and inventory industry. Tim shares why he chose to niche in manufacturing and inventory management, how a single trade show encouraged him to change his business model, and how his business has helped improve the operations of over 150 product-based businesses. In this episode, Tim also shares why it's important to niche your business, how networking within your industry can lead to more success than you thought possible, and how one book changed the way he viewed inventory management. Listen now to learn the common mistakes businesses make in their inventory management process, and how Business Solution Providers, Inc. can help solve those pain points within your business.  Learn more about Business Solution Providers, Inc.https://businesssp.com/  Connect with Insightful AccountantWebsite: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzghttps://businesssp.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/ 

Dr. Paris Love, CEO of Paris Love Productivity Institute, chats with Gary about how achieving productivity within your business is easier than you think. In this episode, Dr. Paris shares the importance of setting boundaries within your business, why you should only check your email three times a day, and why being busy doesn't mean you are being productive. Think you don't have enough time in the workday? Think again! Dr. Paris shares how she helps her clients reclaim hours in their workday, how to properly implement project management solutions, and why every aspect of your business needs to be organized--even your junk drawer! Listen now to learn how Paris and her team can help you break out of bad business habits, and how she can help you improve the workflow of your business. Learn more about Dr. Paris and her businesshttps://www.drparislove.com/  Connect with Insightful AccountantWebsite: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg  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/ 

Latisha Carter, Head of Product U.S., at Xero, joins Gary to discuss all things Xero! Live from Xercon 2022, Latisha shares Xero's beginnings, how they've gained over 3.3 million users, and more info on Xero's partner program. Listen now to learn how Xero tailors their program to support their clients' needs and what plans Xero has for the future! Learn more about Xero: https://www.xero.com/ Connect with Insightful AccountantWebsite: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2 Twitter: https://twitter.com/insightfulActnt Facebook: https://www.facebook.com/insightfulActnt/ LinkedIn: https://www.linkedin.com/company/insightful-accountant/ YouTube: https://www.youtube.com/channel/UCueK6XwHM9TxRUCGZ8rQAzg 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/