Accounting Insiders

Website: https://www.mindspaceoutsourcing.com/ https://charismaink.com/ Kenny's book 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 about Nancy: 🌐 https://thedancingaccountant.com 🌐 http://aska.cpa 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/ 

Links mentioned: • Financly: https://financly.ca • Teresa Slack: https://teresaslack.ca https://www.valuepricingacademy.com https://www.purebookkeeping.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/ 

Website: https://www.bill.com/ LinkedIn: https://www.linkedin.com/company/bill Ariege Misherghi Facebook: https://www.facebook.com/hq.bill 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/ 

🌐 Website: AccountAbilityConsulting.net 📧 Email: [email protected] [email protected] [email protected] 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: www.ministrybrands.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/ 

Connect and learn more: Katie Tolin on LinkedIn: https://www.linkedin.com/in/katietolin/Jody Padar on LinkedIn: https://www.linkedin.com/in/jody-padar-18a9711/XcelLabs Academy: https://www.xcellabsacademy.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/ 

👉 Connect with Paul Sippil:Website: https://paulsippil.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/ 

🔗 Resources & Links🌐 Mango Practice Management👉 https://mangopractice.com/🔗 Connect with Tim Sines on LinkedIn👉 https://www.linkedin.com/in/tim-sines-cpa-69344816/ 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/ 

🔗 Helpful Links 💳 Learn more about IQ Pro👉 https://iqpro.com/ 🏦 Explore Basys Processing👉 https://basyspro.com/ 🔗 Connect with Chris Borchers on LinkedIn👉 https://www.linkedin.com/in/chris-borchers-b1085928/ 📘 QuickBooks Playbook 👉 https://basyspro.com/quickbooks/ 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/ 

In this Accounting Insiders Podcast episode, Gary DeHart talks with Teresa Slack about how she and her sister Connie built a virtual bookkeeping firm, hit painful growth limits, then turned it into a sellable business.They get real about the early mistakes (hourly pricing, hiring too early, no SOPs), what changed after learning value pricing, and why systems mattered just as much as pricing. Teresa also shares how they found their niche in e-commerce, how discovery calls uncover what clients actually value, and why repricing clients yearly is non-negotiable if you want a healthy firm.Teresa also explains what she does today, including value pricing coaching and e-commerce training for accounting pros. 🔗 Connect with Mark on LinkedIn: https://www.linkedin.com/in/markwickersham1/ '🔗 Connect with Teresa on LinkedIn: https://www.linkedin.com/in/teresaslack/ 🔗 Subscribe to the Value Pricing Academy YouTube channel: https://www.youtube.com/user/Pricing4Accountants 🔗 Join our VIP list for free training: https://www.valuepricingacademy.com/free-mentoring? 🔗 How to price bookkeeping eBook (the tool I used to turn my business around): https://bit.ly/43lzaZG 🔗 VPA on Skool platform free training and support: https://bit.ly/3LTEsG5 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/ 

Helpful links mentioned in the episode: 🔗 Coupler.io: https://www.coupler.io/ 🔗 QuickBooks connector: https://www.coupler.io/sources/quickbooks-connector 🔗 Financial dashboard examples: https://www.coupler.io/dashboard-examples/financial-dashboard 🔗 AI integrations: https://www.coupler.io/ai-integrations 🔗 Pricing: https://www.coupler.io/pricing 🔗 Yaroslav Lazor on LinkedIn: https://www.linkedin.com/in/ylazor/ 🔗The App Aware: Coupler.io Article: https://blog.insightfulaccountant.com/app-aware-coupler.io 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/ 

Reach Randy: 📧 NMGI: [email protected] 📧 K2 Enterprises: [email protected] 🌐 NMGI: nmgi.com 🌐 K2 Enterprises: k2e.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/ 

Learn more about Team Up and connect with Isaac:🌐 Website: hireteamup.com🔗 LinkedIn: https://www.linkedin.com/in/theisaacsmith/ 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/ 

To learn more or reach out 🌐 https://digits.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/ 

Website: 🌐 https://fixitaccounting.com Email: 📧 [email protected] Email: 📧 [email protected] 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/ 

🌐 OnPay.com 📧 [email protected] 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/ 

Connect with Melissa ⭐ LinkedIn: https://www.linkedin.com/in/melissa-broughton-baa3ab77/ ⭐ Busy Bee Advisors: https://busybeeadvisors.com/ ⭐ 1 Hour Bookkeeper: 1hourbookkeeper.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/ 

🔗 Learn more 👉 https://www.hireteamup.com/ 🔗 Connect with Meryl 👉 https://www.linkedin.com/in/meryl-johnston-3a483728/?originalSubdomain=au 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://www.settle.com 🔗 Connect with Warren 👉 https://www.linkedin.com/in/warrensbrown/ 🔗 Connect with Melissa 👉 https://www.linkedin.com/in/melissacafagna/ 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/ 

🔗 Visit Universal Accounting’s GrowCon page: https://universalaccountingschool.com/growcon-2026/ 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/ 

👥 Guests: 🎯 Kinga Jasek — https://www.linkedin.com/in/kinga-jasek/ 🧭 Shrinivas Gangesh Karthikeyan —https://www.linkedin.com/in/shrinivas-gangesh-karthikeyan-22a678158/ 🌐 Learn more about GKM: https://gkmtax.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/ 

🔗 Learn more: https://www.paytrace.net/partners 🎧 Hosted by Insightful Accountant 👥 Connect with the guests: • Mary Miller – https://www.linkedin.com/in/marynmiller/• Sam Johnson – https://www.linkedin.com/in/samtjohnson/ 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/ 

Links: Forwardly 👉 https://www.forwardly.com/ Contact Jane 👉 [email protected] Support 👉 [email protected] 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 about Protection Plus: https://www.taxprotectionplus.com📞 Contact: 866-942-8348💡 Visit Insightful Accountant: https://www.insightfulaccountant.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/ 

👉 Learn more or join the CorpNet Partner Program: https://www.corpnet.com/partners 👉 Visit: https://www.corpnet.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/ 

📌 Read Murph’s in-depth two-part article on Digits here: blog.insightfulaccountant.com 📌 Learn more about Digits Partner Program: https://digits.com/accountants 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/ 

Connect with Jacqueline: 🔗 Website: https://businesspipeline.com Use the contact form on the site to reach her. She also welcomes phone calls. 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/ 

🔗 https://www.linkedin.com/in/elidanziger/ 🔗 https://www.xero.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/ 

🌐 Learn more about Sam and her firm: pbsaccountingandtax.com 🔗 Connect with Sam on LinkedIn: Samantha Hallburn 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 and reserve your spot here: https://info.insightfulaccountant.com/sea-days-symposium-2026 🌐 https://www.facebook.com/atravelspy 🌐 https://www.atravelspy.com 📩 [email protected] 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/ 

🔗 https://www.linkedin.com/in/joe-carufe-20603621/ 🔗 https://karbonhq.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/ 

🔗 Connect with Sharrin Fuller : https://www.linkedin.com/in/sharrinfuller/ | Glass Wallet Ventures : https://glasswalletventures.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/ 

🔍 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: [email protected] 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/ 

Connect with Joe 👉 https://www.linkedin.com/in/realjoewoodard 👉 Don’t miss out on next year’s conference: ScalingNewHeights.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/ 

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🔗 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/ 

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