Accounting Insiders

Kellie Parks, CPB is a bookkeeper and Cloud Accounting Aficionado at Calmwaters Cloud Accounting. In this episode, Kellie shares why firms need to be at the forefront of technology, why you must document your processes, and why the best time to take action is now! Live from Xerocon 2022, Kellie shares her experience as a Kinesiology major turned bookkeeper, her preferred tech stack, and her advice to firms who may be on the fence about adopting new technology. Listen now to learn which pain points firms should solve first, how cloud technology can save you time, and why refusing to adopt change will cause more problems in long run. Learn more about Kellie and Calmwaters Cloud Accounting!https://www.calmwatersbookkeeping.com/  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/ 

Paul Hamann is the Founder of RCReports, a service that provides accurate insights into Reasonable Compensation for closely held businesses to ensure your clients remain compliant, minimize risk, and realize maximum payroll tax savings.Paul sits down with Gary to share why he started RCReports, the three most common myths people believe about reasonable compensation, and how this service can reveal if clients are overpaying on their taxes.Listen now to learn how RCReports can help accounting and bookkeeping firms offer trusted advisor services to their clients.Learn more about RCReports: RCReports.com 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/ 

Liz Mason is the Founder and CEO of High Rock Accounting and Rebel Rock. In this episode, Liz shares with Gary what services her companies offer, how they've created an advanced integration system, and why Liz is phasing out "titles" in her company.Live from Xerocon 2022, Liz shares her upcoming plans for her company, her preferred tech stack, and how her company's profits grew over 300% in just the last three years!Listen now to learn the driving force behind her success, and how High Rock Accounting made The Inc.'s 5000 list! Learn more about High Rock Accountinghttps://highrock.co/ Learn more about Rebel Rockhttps://rebelrock.co/ 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/ 

Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures.  Live from Scaling New Heights, Veronica shares how she uses social media to market her business, her criteria for attracting premium clients, and the tech stack she requires all of her clients to use.  Listen now to learn how Veronica uses YouTube to attract her ideal client, and why niching down your business can bring you more success than think! Connect with Veronica https://www.vmwasek.com/https://5minutebookkeeping.com/  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://www.youtube.com/c/5minutebookkeepingquickbooksonlinetraining/videos 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/ 

Debra Kilsheimer is a Top 100 ProAdvisor Award Winner, and the owner of Behind the Scenes Financial Services. In this episode, Debra shares with Gary how she has leveraged the Top ProAdvisor award in her firm, as well as her strategy for maintaining a successful business.  Live from Scaling New Heights, Debra shares her secrets about how to run a successful firm, her process for selecting what new technology to implement, and how to foster a great client relationship.  Listen now to learn why Debra no longer charges her clients on a hourly basis, and why doing so is leaving money on the table!  Learn more about Debra and her firm: http://www.bsfsllc.com/About-Debbie.html 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/ 

Mike "Cash Flow Mike" Milan of Truly Financial joins Accounting Insiders to chat about his beginnings as a business owner, how not to be a D.U.M.B business owner, and how Truly Financial can improve your business.Live from Scaling New Heights, Mike dives deep into what mismatched financing really is, how Truly Financial can benefit your business, and shares the "5 Silent Cash Killers" that are interrupting the cash flow into your business.Listen now to learn more about Truly financial, and how improving your cash flow is easier than you think.Learn more about Truly Financial: https://trulyfinancial.com/Learn more about Mike: https://cashflowmike.com/Mike's Books: The 7 Minute Conversation : The Way You Should Be Thinking: https://www.amazon.com/Minute-Conversation-Should-Thinking-Business/dp/1950088952 Don’t be a D.U.M.B. Business Owner : (Don't Understand My Business) : https://www.amazon.com/gp/product/B08GV2XLGN/ref=dbs_a_def_rwt_bibl_vppi_i1 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/ 

Stephen Smith, the CEO & Owner of Controllership Solutions, joins Gary to talk about earning the trusted advisor status, and the evolution of client relationships.Live from Scaling New Heights, Stephen talks about how he leverages his Top 100 Award title in his business, how he starting in accounting, and how continues to be successful.Listen now to learn how Stephen manages his firm, what's in his preferred tech stack, and how he earns his trusted advisor status. Learn more about Stephen and Controllership Solutions: https://www.quickencoach.com/ 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/ 

Jennie Moore, the Partnerships Manager at Ignition, joins Gary to talk about what makes a stellar proposal, how Ignition can help improve accounting firms, and how Jennie uses Ignition in her own business!  Is your accounting firm still using Microsoft Word to send proposals and engagement letters? Do you want want your client onboarding system to be more streamlined? Jennie Moore is the Partnerships Manager at Ignition and she shares with Gary how Ignition can help firms improve their time management, easily create branded proposal and engagement letters, and get paid fast. Listen now to learn how Jennie uses Ignition in her own business, and how she turned a $12,000 mistake into a valuable lesson, and how Ignition makes creating a stellar proposal a breeze.  Want to learn more about Ignition? https://www.ignitionapp.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/ 

Nana Guenther, CPA, CA, joins Gary to talk all about how using Dext can improve your firm! Are you looking for an application to save your accounting firm time? Is your team spending valuable time on data entry? Nana Guenther, the Senior Practice Solutions Expert at Dext, shares how their application can help accounting firms achieve more efficient workflows and 99% accurate data extractions, all while integrating with your chosen accounting software. Listen now to learn how Nana found Dext, why it's important for firms to adopt new technology, and how to encourage young accountants to join and remain in the field.  Learn more about Dext: https://dext.com/ Connect with Insightful Accountant: Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2Twitter: 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/ 

Jonathan Bello, the owner of One 8 Solutions and a Top 100 Award winner, joins Gary DeHart for the debut of Insightful Accountant's new podcast, Accounting Insiders!  Live from Scaling New Heights 2022, Gary asks Jonathan specifics about how he runs his firm, what his preferred tech stack is, and how he's shaped his firm to be successful! Listen now to learn the importance of succession planning in your firm, how adapting to new technology can save you hours of your work day, and how winning the title of Top 100 ProAdvisor has helped his business.  Learn more about Jonathan and One 8 Solutionshttps://www.one8solutions.com/  Connect with Insightful Accountant: Website: http://insightfulaccountant.com/ Subscribe to our newsletter: https://insightfulaccountant.activehosted.com/f/2Twitter: 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/