Insightful Accountant

🌟 Share Your Migration Journey! 🌟 At Scaling New Heights, many ProAdvisors shared their migration experiences with us. Now, we want to hear from YOU! Did you face any challenges or discover best practices while migrating from QuickBooks Desktop to QuickBooks Online? Tell us all about it through our ProAdvisor Migration Story Survey. Your story could be part of a series of articles to help others in the community! 🔗 Read this article and share your migration story! https://hubs.li/Q02JB4B60 #QuickBooksOnline #MigrationStories #ProAdvisors #AccountingTips

ProAdvisors in Canada & North America: Help Dext Build a Better Future for Your Practice! Shape the future of accounting: Your voice matters! This survey directly influences thought leadership content, sparking key conversations and shaping trends within the industry. Make a real impact on your profession: Your insights are crucial! We'll use your feedback to develop resources and programs specifically tailored to address the needs of ProAdvisors like you. Gain valuable industry knowledge: Not only will you help shape the future, but you'll also receive a comprehensive report with all the insights we uncover from the survey. Plus, a chance to win big! Every completed survey enters you for a chance to win one of five $100 AMEX gift cards. Don't miss this opportunity to make your voice heard and contribute to a more future-proof accounting landscape! Take the survey today. https://hubs.li/Q02JzNYp0

Burnout and turnover are rampant in the accounting industry. Long hours and relentless deadlines are taking a toll on employees. It's time for a culture shift. Instead of focusing on abstract values, accounting firms should ground their culture in real-world dilemmas. This approach provides clear guidance for employees when faced with tough decisions. For example, should you prioritize client satisfaction at the expense of your team's well-being? By defining your culture through concrete scenarios, you create a stronger sense of purpose and belonging. This, in turn, attracts and retains top talent. In this article Christine Gervais shares six key strategies to build a thriving accounting culture. Read more: https://hubs.li/Q02JmfBd0

Insightful Insights Newsletter is Here! 🌟 Be Insightful Membership: Access over 36 expert-led training sessions, actionable articles, and Q&A sessions. Special launch pricing available until July 31! 📆 🏆 2025 ProAdvisor Awards: Expanded eligibility for QuickBooks ProAdvisors working in accounting, bookkeeping, or consulting practices. Apply now and shine in the industry! 🎙️ Podcast with ADP: Listen to Gary DeHart, Dawn W. Brolin, CPA, CFE, and Rhonda Shurter discuss ADP's Accountant Connect and its benefits for payroll and accounting standardization. Stay ahead in your practice with these valuable insights and opportunities! 📩 Read the full newsletter for more details!

QB Talks August 21: Top ProAdvisor Roundtable Join William Murphy, Gary DeHart, and top ProAdvisor award winners on August 21 for the QB Talks. Discover the strategies and focus areas that helped them achieve recognition as Insightful Accountant "Top ProAdvisors." What You'll Learn: Key practice areas to focus on for points Core similarities among award winners Steps to enhance your ProAdvisor practice Register today! https://hubs.li/Q02HMLBz0

Exciting updates for the 2025 ProAdvisor Awards! Applicants must still be active QuickBooks ProAdvisors, but now those working within accounting, bookkeeping, or consulting practices and managing client records via QuickBooks Ledger are eligible too. This new provision reflects the changing landscape of QuickBooks ProAdvisors and their firms. Get ready for increased participation and exciting competition! Learn more in the full article.https://hubs.li/Q02HMLMB0

Setting up a 401(k) plan can be a complex and time-consuming task for financial professionals. But what if there was a way to simplify this process, allowing you to focus more on providing strategic retirement planning advice to your clients? Enter Guideline Pro, a user-friendly platform designed specifically for financial advisors and benefits professionals. With Guideline Pro, you can streamline the setup process, completing it in as little as 20 minutes. This not only saves valuable time but also enhances the quality of service you offer. Curious to learn more? Watch the App Academy recording to dive deeper into how Guideline Pro can transform your retirement planning services. https://hubs.ly/Q02HCmYp0 #RetirementPlanning #FinancialAdvisors #TechInFinance

Our Be Insightful paid premium content launched last week! We have an amazing line-up to kick off the month of July. Profit from Precision: Niche Marketing to Elevate Your Accounting Firm with Janel Sykora. Getting Started With Your Cloud Tech Stack with 🥸 Kellie Parks, CPB 🥸. Learn more and become a member today, https://hubs.li/Q02HqsHd0

Feeling the Squeeze? Automate Your Tax Workflow with Intuit ProConnect Tax! Are you facing staff shortages, knowledge gaps, and complex regulations? What if you could streamline tasks, improve collaboration, and free up valuable time? If you missed our recent App Academy webinar, Intuit shared how to leverage ProConnect Tax solutions to streamline workflows across Books-Income Tax-Advisory. Automate compliance tasks and enhance your firm's efficiency and client satisfaction. Ready to streamline your workflow? Learn more and check out the recording today! https://hubs.ly/Q02HdDZk0 #TaxAutomation #ProConnectTax #AccountingEfficiency #Intuit

🔧 The construction industry is on the brink of a digital revolution! CMiC's "Construction in Transition: Insights from 550+ Industry Leaders" survey reveals that 80% of construction decision-makers are planning digital transformation projects in the next 12 months. Discover how technology can enhance efficiency, bridge data silos, and drive innovation in construction. As a ProAdvisor, Consultant, or Accountant, don't miss these valuable insights. Read the full report now! #ConstructionIndustry #DigitalTransformation #ProAdvisor https://hubs.li/Q02H4VdY0