QB Talks — Inside QB Desktop Enterprise 2023 Cash Flow Tools

Full transcript below Our first enhancement grouping is cash flow tools, and the features that I’ve included in the cash flow tools grouping are the following, the cash flow hub, the bill and PO workflow approvals, the payment links dashboard, and contactless payments. Let’s start the cash flow tools features with the cash flow. This … Read more

A Guide to Entrepreneurship – insightfulaccountant.com

There have been many changes in our economy over the past few years. As uncertain as times have been, now is actually a great time to start your own business. Indeed, there are many opportunities that new business owners may be able to take advantage of, including tax incentives and small business grants. If your … Read more

Insightful Accountant Expanding ProAdvisor Awards Program for 2023

Insightful Accountant’s The Top 100 ProAdvisor award program recognizes the best of the best of ProAdvisors in many categories. However, many newer ProAdvisors reportedly find it almost impossible to qualify for the list and therefore do not even try. With this in mind, we are proud to announce we have listened to your feedback and … Read more

7 Critical Steps in Financial Forecasting

Every business will experience ups and downs over time, due to both internal and external reasons. It is impossible to predict exactly what difficulties may arise, including the massive effect of the pandemic on businesses. Shutdowns dramatically impacted businesses of all kinds, especially the entertainment and recreation industry, in which 48% of businesses experienced a … Read more

Meet Top 100 ProAdvisor Natalie Browne

Editor’s Note: This is the first installment of our ongoing series highlighting 2022’s Insightful Accountant’s Top 100 ProAdvisors. We will continue to introduce you to our winners—checking in on their insights regarding a wide range of topics, including what it is like to be a leader in their profession, how to stay on top and … Read more

The Case for Forensic Detectives in Accounting

Anyone who has followed the implosion of the crypto exchange FTX has seen the growing need for individuals and businesses to employ forensic accountants. In recognition of their specialized training and skills, forensic accountants earn more than traditional accountants, starting at close to $100,000—but the appeal of the job is more than financial. Forensic accountants … Read more

When Culture Meets Community – insightfulaccountant.com

When I was asked to share my advice on the important role that culture and community play in the planning and implementation of growth goals for Latino small businesses, I was not only humbled but incredibly ecstatic. Reason being is I truly believe that both of these factors—culture and community—are critical to support the “BIG … Read more

5 Digital ‘Must Haves’ You Need at Your Disposal

Here’s a not so surprising fact. According to HubSpot, 65% of consumers say the experience they encounter on a website is a “very important” factor in recommending a brand. Not enough? HubSpot also says that 75% of consumers expect new technologies to be used to create memorable and better experiences. The bottom line seems clear: … Read more

Why Now is the Time to Add Financial Planning to Your Firm

Accounting firms offer guided, professional advice to their clients, but many can offer even more help through financial planning. Client needs and expectations are growing. If you don’t meet these needs, you may lose clients along the way or fail to offer a service that could make their experience even better. The start of a … Read more