Want to scale your firm without burning out your team? In this episode of the Accounting Insiders Podcast, we talk with GKM about practical offshoring for bookkeeping, tax, and audit support — including security, onboarding, staffing models, and how to be ready before tax season hits. 🎯 What You’ll Learn 💡 When a dedicated resource vs. a pooled team makes sense 💡 Security, access, and client disclosure basics 💡 How firms onboard and integrate weekly huddles 💡 Training, QA review, and peak-season capacity planning 💡 Timelines to be ready before January

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Mary Miller and Sam Johnson from PayTrace to explore how automation is reshaping B2B payments. Learn how accountants can save time, strengthen client relationships, and simplify complex payment workflows — all while keeping transactions secure and seamless. 💡 Whether you’re an accounting professional or business owner, this conversation will help you rethink what’s possible with smarter payment systems.

Welcome to the Accounting Insiders Podcast with host Gary DeHart. Date of recording: October 15, 2025. Guest: Jane Ingram, Director of Operations and Marketing at Forwardly. We dig into AI native payments, instant B2B payment rails, AI bill capture, approvals, user roles, and Forwardly’s four way sync across popular GLs. We also cover onboarding tips for firms, partner program rewards, security, and where Forwardly is headed next. Highlights: 🔍 What AI native means in payments and bill capture ⚡ Instant payments that move on evenings, weekends, and holidays 🔁 Four way sync across vendor and client books ✅ Approvals, roles, and firm level controls without feature paywalls 🚀 Onboarding at scale and partner program rewards 🔒 Security posture and why some friction protects the firm 🌎 Availability in the U.S. now and plans for international payments

In this episode of the Insightful Accountant Podcast, guest host Christine Gervais sits down with Steve Ferguson from Protection Plus to tackle one of the biggest risks facing accounting professionals today: cybersecurity. Steve brings over 30 years of insurance experience and shares critical insights on what accounting firms need to know about data protection, IRS changes, and the importance of Written Information Security Programs (WISPs) and response plans. They also discuss how Protection Plus helps accountants handle tax notices, identity theft cases, and IRS disputes—saving firms time, money, and stress. 📅 October is Cybersecurity Awareness Month, and this episode is packed with practical advice and real-world stories every practitioner should hear.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Nellie Akalp, founder and CEO of CorpNet, to talk about entrepreneurship, compliance, and how accountants can expand their services through the CorpNet Partner Program. Nellie shares how CorpNet helps accountants, bookkeepers, and advisors become full-service firms by offering business formation, compliance, and payroll tax account setup in all 50 states — without having to become legal experts. They also discuss entrepreneurship lessons, spiritual resilience in business, and how CorpNet continues to innovate with nonprofit bylaws, annual meeting minutes, and state tax account closure services.

In this Accounting Insiders Podcast episode, Gary DeHart sits down with Rob Hamilton, Head of Go-to-Market at Digits. They talk about how Digits is building the first AI-native general ledger, why automation is reshaping bookkeeping, and what accountants and business owners can gain from this shift. Rob shares insights from his background at Twitter, Amazon Alexa, and Twitch, explains Digits’ partner program, and discusses how firms can reduce month-end close times while improving client experience.

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.

In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Eli Danziger, VP of Product at Xero, to dive into Xero’s latest innovations shaping the future of accounting. Eli breaks down the highlights from the Xero Roadshows and XeroCon Brisbane, including: 🔹 Jax (Just Ask Xero): Xero’s AI financial super agent, saving advisors hours each week by streamlining workflows. 🔹 Sift Analytics Integration: Powerful data visualization, forecasting, and intercompany consolidation capabilities. 🔹 Plaid Partnership: Tripling the number of high-quality bank feeds in the U.S. for faster, more accurate bookkeeping. 🔹 Automated Bank Reconciliation & Partner Hub: Tools designed to free up advisors’ time and enhance client relationships. If you’re an accountant or small business advisor looking to free up time, better leverage AI, and deliver more value to clients, this conversation will show you what’s possible with Xero’s evolving platform. 👉 Learn more about upcoming events like the Xero Roadshow Canada 2025 by searching “Xero Roadshow Canada 2025”.

Guest: Samantha Hallburn Host: Gary DeHart Gary DeHart sits down with Samantha Hallburn, founder of PBS Accounting and Tax Solutions, to talk about building a remote-first firm that actually works. Sam shares how she moved from banking into bookkeeping, why job costing and project management are her sweet spots, and how live training shaped her skills. We get into the Zoho Balance retreat, Zoho One as a platform, and what’s changing for pros who have relied on Intuit for years. They also break down practical culture moves for distributed teams: cameras-on meetings, explicit expectations, capacity tracking, and perks that matter. Tools in the stack include QuickBooks Online, Keeper, Slack, and Levi for capacity and profitability tracking. Sam explains her Financial Literacy Workshop for small business owners, her pipeline strategy through speaking, and a new education-focused venture, Trail to Summit. She’s training for Everest Base Camp, too, and translating that grit into how she leads. What you’ll learn: ✅ How to standardize remote team rituals without killing autonomy ✅ Capacity and profitability tracking that guides staffing and pricing ✅ When to partner for tax instead of doing it in-house ✅ Why Zoho’s platform is worth a fresh look for ops beyond accounting ✅ A simple playbook for turning speaking into a lead engine

In this episode of the Accounting Insiders Podcast, Gary DeHart is joined by Celebrity Cruise Line’s Marylis Ward and Insightful Accountant’s travel coordinator, Gina Allard (A Travel Spy), to unveil an exciting announcement: the Sea Days Symposium 2026. Set aboard the Celebrity Beyond, this 7-night Eastern Caribbean cruise departs from Miami on July 19, 2026, and blends professional growth with world-class leisure. Attendees can expect: 📍 CPE-eligible sessions led by industry leaders, including confirmed speakers like Dawn Brolin 📍 A unique mix of learning, networking, and relaxation at sea 📍 Incredible destinations: Puerto Plata, Tortola, and St. Kitts 📍 Access to premium dining, entertainment, and unforgettable onboard experiences This isn’t just another conference. It’s a new way to learn, connect, and recharge while sailing through paradise.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Joe Carufe, founder of Good Measure and Executive Advisor at Karbon. Joe shares his journey from running a cloud-based bookkeeping firm to shaping processes at Karbon, while balancing the realities of advisory work. Topics discussed: ✅ What Client Advisory Services (CAS) really means in today’s market ✅ Building strong relationships while leveraging technology and AI ✅ How firms can set boundaries with clients and still deliver high-value service ✅ Why processes and documentation are the real drivers of firm valuation ✅ The future of accounting technology and the rise of AI-driven workflows Whether you’re leading a small firm or scaling for exit, this conversation will give you practical insights into process management, client communication, and building firms ready for the future. 📌 Stay connected with Insightful Accountant for more episodes, webinars, and training on growing your practice.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sharrin Fuller, founder of Glass Wallet Ventures, three-time Insightful Accountant Top 100 ProAdvisor, and 2025 Top Educator. Sharrin shares how she systematized her firm, cut down headcount without losing revenue, and built a model that lets her run three companies while only working three days a week. They dive into: ✅ How to systematize and streamline your accounting firm ✅ Why contracts and due diligence are critical if you plan to sell ✅ Building a team that runs on process, not chaos ✅ The “Clone and Conquer” method and how it helps firm owners reclaim their time ✅ Lessons on onboarding, automation, outsourcing, and client accountability Whether you’re aiming to sell your firm, free yourself from the day-to-day grind, or build a business that runs efficiently, this conversation is packed with practical insights.

In this episode of the Accounting Insiders Podcast, host Gary DeHart talks with Uday Koorella (Founder & CEO) and Greg Pope (CMO) of Qount, a practice intelligence platform designed for modern accounting firms. They explore how Qount supports firms in unifying key functions—time & billing, task and document management, collaboration, and client sentiment tracking—within a single system. Built for growth-focused firms, Qount combines automation and machine learning to help accounting professionals streamline workflows and gain deeper client insights.

In this in-depth Scaling New Heights sit-down, Gary DeHart of Insightful Accountant talks with Brad White, CEO of VARC Solutions. Brad shares how his firm helps accounting professionals and ProAdvisors unlock new revenue streams through smart tech partnerships, vetted app integrations, and hands-on support. Discover how VARC’s partner program gives bookkeepers, CPAs, and consultants access to 30+ solutions—plus dedicated reps, white-glove support, and ongoing training—without the overwhelm of managing it alone. Topics include: Growing beyond bookkeeping with trusted solutions Why many firms are leaving money on the table Vetting tools like Avalara, Fishbowl, and more How VARC empowers small firms to scale without burnout Insights from the QuickBooks ecosystem Community, accountability, and staying ahead of tech trends 💡 Whether you’re solo or scaling, VARC may be the missing piece in your practice.

In this special episode, Murph from Insightful Accountant sits down with Joe Woodard, the creator and host of Scaling New Heights, for an insider recap of the biggest conference yet—plus an exciting look ahead to the 2026 theme. Joe shares: ✅ Why 2024’s “Make It So” theme resonated with so many ✅ The record-breaking attendance and excitement from both sponsors and first-timers ✅ How AI and rapid industry change are creating both challenges and opportunities for accountants and small firms ✅ A sneak peek at the 2026 theme: “Build Your New in a Strange World” The conversation covers the impact of AI, private equity, and how accountants can future-proof their practices through curiosity, action, and continuous learning.

🔗In this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes Kevin Sisk, President of Bill360. With a background in military leadership and decades in the payments industry (JP Morgan Chase, First Data/Fiserv), Kevin shares how Bill360 is purpose-built to simplify B2B accounts receivable and accelerate cash flow for businesses and accounting professionals. 💬 Topics Covered: 🔹 Kevin’s journey from the Marine Corps to payments leadership 🔹 Why AR automation is the last “green pasture” in business efficiency 🔹 How Bill360 differs by facilitating payments and removing friction 🔹 Deep integration with QuickBooks & Xero 🔹 Upcoming AI features, surcharging, and partner opportunities 📌 Perfect for accountants, bookkeepers, and firms looking to level up their tech stack and help clients get paid faster.

n this episode of the Accounting Insiders Podcast, host Gary DeHart welcomes back Diane Gilson for Part 3 of our 6-part AI series focused on transforming how accounting professionals use ChatGPT. 🔍 Topic: ChatGPT as a Thinking Partner – Not Just a Typing Tool Diane shares how she has transitioned from traditional accounting work into AI consulting, using tools like ChatGPT to: 🎯 Brainstorm business strategy and plan pivots 🎯 Generate client-friendly prompts for workshops 🎯 Break through mental blocks and iterate smarter 🎯 Create SEO-friendly blogs with detailed AI suggestions 🎯 Build planning systems for Q3 (and any quarter) 🎯 Think with the AI, not just use it

In Part 2 of our 6-part AI series, host Gary DeHart welcomes back Diane Gilson—Top 100 ProAdvisor and founder of BuildYourNumbers.com—to explore “The Art of the Prompt” using ChatGPT. If you're an accountant, bookkeeper, or small business owner still figuring out how to actually use AI, this episode will give you the hands-on guidance you’ve been looking for. 🔍 What you’ll learn in this episode: 🎯 What makes a great ChatGPT prompt (and what to avoid) 🎯 Real examples of using AI for content creation, client communication, and SOPs 🎯 How to get AI to write in your own voice 🎯 Why specificity matters—and how to structure prompts effectively 🎯 A live walkthrough of how to create a full presentation using just one prompt! 🛠️ Whether you're brand new to AI or looking to level up your skills, Diane’s tips will help you treat ChatGPT like a powerful team member, not just a search engine.

Paul Peterson of WISS shares how the firm is redefining accounting by prioritizing employees, embracing AI, and adapting to generational shifts. With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. In this interview, Paul discusses: 🔹 How WISS is shifting from outdated accounting culture to an employee-centric model 🔹 Why Gen Z prefers hybrid work and how WISS supports that 🔹 Creating diverse career paths with educational support 🔹 Standardizing operations to foster collaboration and eliminate internal competition 🔹 Piloting AI to solve service bottlenecks and empower staff 🔹 The firm’s long-term strategy for sustainability, innovation, and impact 🔹 Advice for smaller firms starting their AI journey 🛠️ WISS is on a mission to reshape the accounting industry narrative—highlighting not burnout, but opportunity.

In this episode of the Accounting Insiders Podcast, we sit down with Brian Kelly, founder of Kellcat Bookkeeping, to explore his unique business model focused on real estate investors and contractors in the Denver area. 🧠 Business Model Highlights: Brian emphasizes clean, organized bookkeeping to make tax prep easier for CPAs—his primary referral source. His strategy? Keep the books clean, and the referrals follow. 🛠️ Tech Stack Breakdown 📌 QuickBooks Online – Core accounting platform 📌 Uku – Task management & automation 📌 Anchor – Invoicing tool 📌 KeepFull – Lead funneling CRM 📌 Zapier – Integration for onboarding & document automation 🚧 Challenges & Smart Solutions 🔹 Navigating solo scalability as a solo practitioner 🔹 Streamlining multiple LLCs in one QuickBooks file with class tracking 🔹 Leveraging local networking and Google SEO to drive inbound leads 👉 Whether you're in real estate, bookkeeping, or just looking to scale smarter, this episode is packed with practical tips and tools.