Accounting Insiders

Gary DeHart, Insightful Accountant
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6 snips
Apr 17, 2025 • 32min

Why Your Firm Needs a Practice Manager | Julie Smith

Join Julie Smith, a practice manager at Harper and Company CPAs and co-founder of Pure Tax LLC, as she shares her journey from corporate America to revolutionizing CPA practices. She emphasizes the critical role of practice managers in enhancing client engagement and operational efficiency. Julie discusses the importance of emotional intelligence and when to hire a practice manager. She also unveils insights on the hidden costs of tax return services, offering strategies to refine pricing and improve service delivery, especially during the bustling tax season.
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9 snips
Apr 15, 2025 • 31min

How CPAs Can Embrace Automation & Digital Transformation | Michale Uadiale

Michael Uadiale, the Managing Partner of Smead CPA and a passionate entrepreneur, shares his journey in tax and advisory services. He delves into common mistakes small business owners make, emphasizing the need for strong financial foundations. Uadiale discusses the transition from compliance to proactive advisory services, focusing on technology's role in financial insights. He also highlights crafting a financial vision for clients and the importance of strategic planning, especially for real estate investors navigating asset protections.
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Apr 11, 2025 • 21min

AI in Accounting: Zoho’s Val Steed on Firm Transitions & the Future of Accountants

👨‍💻 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_AqldcpTwitter (X) 👉 https://twitter.com/insightfulActntFacebook 👉 https://www.facebook.com/insightfulActnt/LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/Blog 👉 https://blog.insightfulaccountant.com/YouTube 👉 https://www.youtube.com/@InsightfulAccountantInstagram 👉 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/ 
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Apr 8, 2025 • 27min

Inside the Firm Growth Forum: Daniel Hood on Scaling $1M–$30M Accounting Firms

👨‍💻 Learn more: https://conference.accountingtoday.com/event/firm-growth-forum/home 🔗 Connect with Daniel: https://www.linkedin.com/in/daniel-hood-3494ab49/ - 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/ 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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Apr 3, 2025 • 51min

Mango Practice Management for Accountants: AI Features & Onboarding Explained | Bryan Droznes

👨‍💻 Learn more: https://www.mangopractice.com 🔗 Connect with Bryan: https://www.linkedin.com/in/bryan-droznes/ - 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/   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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Apr 1, 2025 • 22min

Inside Scaling New Heights 2025: Joe Woodard on Leadership, Legacy & Tech in Accounting

📅 Join the event June 22–25 in Orlando, FL  🌐 Learn more: scalingnewheights.com  🌐 Learn more: https://www.woodard.com/  🔗 https://www.linkedin.com/in/realjoewoodard/  - 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/ 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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Mar 28, 2025 • 1h 6min

From CPA to Tech Innovator: Hector Garcia on Right Tool, Reframe, and The Future of Accounting

🔗 https://www.linkedin.com/in/hectormgarciacpa/ 🌐 Learn more about Reframe Conference: https://www.reframeaccounting.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/ 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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Mar 25, 2025 • 28min

Top 3 Marketing Mistakes Bookkeepers Make (And How to Fix Them) with Janel Sykora

🔗 Connect with Janel: 🌐https://www.linkedin.com/in/janelsykora/ 🌐 https://cajabra.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_AqldcpTwitter (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/ 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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Mar 20, 2025 • 1h 12min

Nancy McClelland's Guide to Tax-Ready Books & Top 10 Accounting Conferences!

🔗 https://www.linkedin.com/in/nancy-mcclelland-cpa/ -Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp Website 👉 http://insightfulaccountant.com/ (X) Twitter 👉 https://twitter.com/insightfulActnt Blog 👉 https://blog.insightfulaccountant.com/ Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@UCueK6XwHM9TxRUCGZ8rQAzg 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/ 
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Mar 14, 2025 • 20min

Mastering Tax Compliance: Avalara’s Insights for Accountants with Sona Akmakjian

🌐 https://www.avalara.com/ 🔗 https://www.linkedin.com/in/sonaakmakjiancpa/ - Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp Website 👉 http://insightfulaccountant.com/ (X) Twitter 👉 https://twitter.com/insightfulActnt Blog 👉 https://blog.insightfulaccountant.com/ Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@UCueK6XwHM9TxRUCGZ8rQAzg 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/ 

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