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Accounting Insiders

Latest episodes

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Sep 27, 2022 • 25min

Stephen Smith, CPA, Ep. 4

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/ 
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Sep 20, 2022 • 19min

Jennie Moore, Ep. 3

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/ 
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Sep 12, 2022 • 21min

Nana Guenther CPA, CA, Ep. 2

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/ 
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Aug 22, 2022 • 25min

Jonathan Bello, Ep. 1

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/ 

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