Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
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Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
Money Mindset & AI for Accountants | Jacqueline Edwards on the Wealth Identity Blueprint
Accounting Insiders
54 minutes 28 seconds
1 month ago
Money Mindset & AI for Accountants | Jacqueline Edwards on the Wealth Identity Blueprint
How much of your firm’s pricing, positioning, and profitability comes down to mindset? Jacqueline Edwards, founder of Business Pipeline Inc., breaks down her Wealth Identity Blueprint and how money beliefs drive business outcomes. We also get practical about tech stacks, HubSpot, and how to use AI like ChatGPT the right way.
What you’ll learn:
🔹 Why money paradigms quietly cap your pricing and profits
🔹 How the Wealth Identity Blueprint exposes “hidden wealth blockers”
🔹 Using AI to audit financials, speed analysis, and improve client conversations
🔹 Building and pivoting a modern tech stack without burning months
🔹 A simple way to start “training” AI for your firm
About Jacqueline:
Advanced Certified QuickBooks ProAdvisor, licensed real estate broker, creator of the Wealth Identity Blueprint, and 2023–2025 Insightful Accountant Top 100 ProAdvisor. 2025 QBO “App-ologist” awardee at Scaling New Heights.
Accounting Insiders
Insightful Accountant presents Accounting Insiders! Join us weekly for informative episodes that will help improve your accounting firm, keep you updated on the latest technology, and inspire to reach new heights in your business.
