Accounting Insiders

Episodes

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  AI, Automation & Smarter Tax Workflows 27.10.2026 44m

  Is your accounting firm ready for a smarter, more secure tax season? In this episode of Accounting Insiders, host Gary DeHart, Publisher of Insightful Accountant, welcomes Jonathan Young, VP of Growth, and Chad Helmlinger, Director of Marketing at SmartVault, to explore how AI, workflow automation, and secure document management are transforming tax and accounting practices. From reducing manual data entry to streamlining document collection, Jonathan and Chad discuss how accounting firms can improve efficiency while keeping client information protected.
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  AI Security and Governance for Accounting Firms 20.10.2026 25m

  Is your accounting firm ready to use AI securely? In Part 2 of Accounting Insiders, Gary DeHart continues his conversation with Anjan Bagchee, Chief Information Security Officer at RightWorks, about implementing AI while protecting sensitive client information. Discover how to adopt emerging technology responsibly while keeping security at the center of your accounting practice. Learn more about Rightworks: https://www.rightworks.com/get-started/
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  How One Accounting Firm Uses AI to Save 30–40 Hours a Month 16.10.2026 26m

  How can accounting firms use AI to save time, improve efficiency, and deliver better advisory services? In this episode of Accounting Insiders, host Gary DeHart, Publisher of Insightful Accountant, sits down with Pankaj Makkar, Founder and CEO of Vizhen Books Inc., to discuss how cloud technology, artificial intelligence, and smarter workflows are reshaping modern accounting practices. Pankaj shares how Vizhen Books built a fully cloud-based, remote firm and adopted tools like Claude to streamline operations. He also discusses how his team evaluates new technology and reports saving up to 30–40 hours per month on certain client engagements. Key takeaway: You don't need to wait for the perfect technology. Start with your biggest challenges, test solutions, and build a culture of continuous improvement.
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  Cybersecurity Essentials for Accounting Firms | Anjan Bagchee (Part 1) 13.10.2026 24m

  How secure is your accounting firm against today's cyber threats? In Part 1 of Accounting Insiders, Gary DeHart speaks with Anjan Bagchee, Chief Information Security Officer at RightWorks, about the growing cybersecurity risks facing accountants and tax professionals. In this episode: Why accounting firms are targets for phishing attacks How regular software updates reduce security vulnerabilities Why short, frequent cybersecurity training matters Protecting sensitive client information Building stronger client relationships through cybersecurity awareness Learn practical ways to strengthen your firm's security and protect client trust.
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  How AI Is Changing Accounting, CAS & Client Advisory 25.09.2026 31m

  AI is changing accounting fast. But for accounting firms, the bigger question is: How do you actually use it without creating new risks for your firm or your clients? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Rob Aquino, CEO and Partner of JBS Corp and author of The Small-Business Money Game: The Hidden Strategies That Turn Survival into Scale. They explore how AI is reshaping accounting firms, CAS, advisory services, small businesses, and the traditional accounting technology stack.
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  Outsourcing for Accounting Firms: Building Capacity, Optimizing Tech & Growing Your Team 24.09.2026 32m

  What does outsourcing really look like for an accounting firm in 2026? In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Damien Greathead of Moneypenny to discuss how accounting firms can use outsourcing to address capacity challenges, improve productivity, and get more value from the technology they already have. Damien shares his experience across the accounting technology space, including Receipt Bank (now Dext), Practice Ignition (now Ignition), Intuit, and his current work with MoneyPenny. If your firm is struggling with capacity, spending too much time on repetitive work, or wondering whether your current technology is being used to its full potential, this conversation offers practical ideas to consider. 🎧 Listen to the full episode and discover what outsourcing could look like for your firm. 👉 Ready to rethink how your firm handles capacity? Explore the conversation, connect with Damien Greathead, and take a closer look at where outsourcing and technology optimization could fit into your firm's growth strategy.
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  QuickBooks Online Accountant Is Ending: 7 Steps to Transition to Intuit Accountant Suite 14.09.2026 15m

  QuickBooks Online Accountant is being discontinued on December 31, 2026. For accounting firms, the question is no longer whether to transition to Intuit Accountant Suite (IAS), but how to make the move without carrying outdated permissions, duplicate consoles, or unclear client ownership into the new environment. In this episode of the Accounting Insiders Podcast, Gary DeHart breaks down the required transition from QuickBooks Online Accountant to Intuit Accountant Suite, the difference between IAS Core, IAS Accelerate, and Books Close, and the key decisions firms need to make before switching. You’ll also get a practical 7-step transition plan covering: Assigning a transition owner Auditing your QBO consoles Reviewing users and permissions Validating your client portfolio Choosing a console strategy Testing workflows and training your team Switching, validating, and monitoring after the move 🎙️ Listen to the full podcast episode to understand what your firm should be doing now to prepare for the transition.
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  How Accounting Firms Can Streamline Tax Season, Workflow & Payments 10.09.2026 23m

  How can accounting firms save time, reduce administrative work, and stay organized during extension season? In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Tim Sines, CPA, Co-Founder of Mango Practice Management, to discuss practical strategies for improving accounting firm workflow, practice management, document collection, electronic payments, and tax-season efficiency. Tim shares insights from both the technology and practitioner perspectives, including why spreadsheets and disconnected software can slow accounting firms down and how an all-in-one practice management platform can help firms manage projects, deadlines, documents, time tracking, invoicing, payments, and client communications. Tim also explains how Mango Practice Management helps accounting firms bring project management, document management, time tracking, invoicing, payments, and client workflows together in one platform.
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  Sales Tax, Nexus & AI: How Purpose-Built AI Is Changing Accounting 08.09.2026 44m

  Sales tax is constantly changing, and for accounting professionals, keeping up with Nexus, jurisdictions, compliance, and client exposure can be a major challenge. In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ryan Lee, Senior Solutions Engineer at Kintsugi, to discuss how purpose-built AI is changing the way accounting and tax professionals approach sales tax. Ryan explains the difference between general-purpose AI tools like ChatGPT and Claude and purpose-built AI designed specifically for sales tax workflows. He also breaks down sales tax Nexus, physical vs. economic Nexus, why Nexus thresholds continue to change, and how accounting firms can use technology to identify potential exposure across their client base. The conversation also includes a look at Kintsugi's Portfolio and Kin AI Agent, including how advisors can analyze client data, identify potential Nexus risks, review historical sales tax exposure, and turn sales tax work into an advisory opportunity.
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  More Than a Conference: Inside Women Who Count 2026 03.09.2026 21m

  In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sharrin Fuller, Chair of the Women Who Count Conference and President-Elect of AFWA, the Accounting & Financial Women's Alliance. Sharrin shares what makes Women Who Count a unique experience for accounting professionals and gives listeners a closer look at this year's conference in Hilton Head, South Carolina. Women Who Count takes place October 21 through October 23, 2026, in Hilton Head, South Carolina. With education, CPE, networking, entertainment, and opportunities to connect with new people and technology providers, the conference offers a different kind of experience for accounting professionals.
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  The AI-Native ERP: How Campfire Is Rethinking Accounting and Finance 01.09.2026 27m

  What happens when you rethink accounting and ERP software from the ground up with AI at the center? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with John Glasgow, Founder and CEO of Campfire, to discuss the evolution of accounting technology and what an AI-native ERP means for modern finance teams. John shares his journey from a 15-year career in finance to founding Campfire after seeing firsthand how much accounting and financial reporting work still depended on spreadsheets, manual processes, and legacy ERP systems. Plus, Gary and John wrap up with a conversation about one of their shared interests: fly fishing. Whether you're an accountant, CFO, finance leader, accounting firm, or technology professional exploring the next generation of accounting software, this episode offers a practical look at where AI and ERP technology are heading.
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  From Tax Preparation to Tax Advisory: How AI Is Changing the Accounting Profession 28.08.2026 32m

  In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Alexander Larson, CPA, MS in Taxation and Co-Principal of Verve Advisors, to discuss how AI, automation, and modern accounting technology are transforming the tax profession. Alexander shares his bold perspective that many traditional tax professionals are focused on preparing returns after the opportunity for meaningful tax planning has already passed. Instead, he believes the future of the profession is proactive, year-round tax advisory focused on helping clients make better decisions before the year closes. Alexander and his team at Verve Advisors take a boutique, invitation-only approach to tax advisory, combining tax planning, accounting, technology, and a network of trusted advisors to create customized strategies for their clients. Alexander also discusses Verve Advisors' proprietary client dossier, which brings tax strategies, projected savings, implementation plans, and future planning opportunities together in one place.
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  Xero and Melio: One Connected Workflow for Accounting & Payments 27.08.2026 10m

  What’s new at Xero, and how is the company changing the way accounting professionals manage payments, payroll, and financial operations? At Xerocon 2026 in Denver, Murph sits down with Matan Bar, CEO of Xero US and Melio, to discuss Xero’s growing investment in the U.S. market, new product capabilities, and the vision behind bringing more financial workflows into one connected experience. Matan explains how Xero is strengthening its core accounting capabilities while expanding into payroll and bill pay. He also discusses how Melio continues to serve businesses and accounting firms using different accounting platforms, including QuickBooks, NetSuite, Sage, and Xero.
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  Empowering Women Through Accounting: Alicia Fowler on Leadership, Community & Xero 26.08.2026 18m

  What does it mean to use accounting to create meaningful change in your community? At Xerocon 2026 in Denver, Gary DeHart, host of the Accounting Insiders podcast and publisher of Insightful Accountant, sits down with Alicia Fowler, CPA, CA, founder and owner of Mod Accounting and Tax and a finalist for Xero’s Community Champion Award. Alicia shares her approach to accounting, leadership, entrepreneurship, and community impact, including her mission to empower women with the financial information they need to make better decisions for themselves, their families, businesses, and communities. She also discusses how Mod Accounting and Tax supports women in the accounting profession through flexible and remote work opportunities, allowing team members to build their careers while managing family and caregiving responsibilities.
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  Inside Xero’s 3 by 3 Strategy, AI & Auto Bank Reconciliation 25.08.2026 20m

  What’s next for accounting technology? At Xerocon Denver 2026, Gary DeHart, host of the Accounting Insiders podcast and publisher of Insightful Accountant, sits down with Eli Danziger, SVP Product and Executive GM at Xero, for a wide-ranging conversation about the future of accounting. Eli shares what accounting professionals should know about Xero’s latest product developments, including the company’s 3 by 3 strategy, AI-powered workflows, Xero Partner Hub, JAX, payments, payroll, and Auto Bank Reconciliation. The conversation also explores how AI can help accounting professionals reduce repetitive, non-billable work while maintaining transparency, security, control, and human oversight. Eli also explains why Auto Bank Reconciliation should be treated more like a junior team member: let the technology do the repetitive work, but always review the results and stay in control.
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  From Two Founders to 110 Employees: How ConnectCPA Built a Tech-Driven Accounting Firm 24.08.2026 16m

  Mike Pinkus, co-founder of ConnectCPA, joins Gary DeHart on the Accounting Insiders Podcast at Xerocon to discuss how the firm grew from two founders to more than 100 employees. Mike shares how ConnectCPA built a fully remote, subscription-based accounting firm with a strong focus on technology, automation, customer experience, referrals, and strategic growth. He also reflects on the challenges of scaling too quickly, protecting top talent, and maintaining exceptional service as a firm grows.
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  How AI Is Transforming Accounting Firms 20.08.2026 35m

  What does the future of accounting technology look like when AI, automation, workflow, and client experience all come together? Gary DeHart of Insightful Accountant sits down with John McGowan, Founder & CEO of HubSync, to discuss how accounting firms are rethinking their technology stacks and using automation to eliminate manual work. John shares how his experience building tax technology inside KPMG and Deloitte ultimately led to HubSync, an end-to-end platform designed to help accounting firms manage the client journey from engagement letters and document gathering through preparation, review, delivery, e-signatures, and filing. They also dig into HubSync Halo, AI agents, data security, AI governance, technology adoption, change management, staff training, client experience, and why firms that move faster on transformation may see ROI sooner. If your firm is evaluating AI, workflow automation, tax technology, or ways to consolidate a fragmented accounting tech stack, this conversation offers a firsthand look at where the profession is heading.
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  How AI Is Transforming Accounting Firms and the Future of Advisory 13.08.2026 23m

  How is AI changing the way accounting firms work, serve clients, and build advisory practices? In this episode of the Accounting Insiders Podcast, Gary DeHart talks with Madeline Reeves, founder and CEO of Fearless Foundry, about the rapid evolution of technology in the accounting profession and what firms need to do to keep up. Madeline shares her perspective on AI adoption, workflow transformation, accounting technology, advisory services, and the growing need for firms to build smarter, more efficient practices. Madeline also discusses Advisory Amplified, a six-city event series focused on helping accounting firms build and scale advisory services.
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  Why Agriculture Could Be the Next Big Niche for Accounting Firms 30.07.2026 32m

  Agriculture is a massive industry with complex financial needs, but many accounting professionals may overlook it as a potential niche. In this episode of the Accounting Insiders Podcast, Gary DeHart speaks with Mitchell Parks, Senior Account Executive at Figured, about the unique challenges and opportunities in agricultural accounting and advisory. Mitchell shares his perspective as both an accountant and someone who grew up on a fourth-generation dairy farm in New Zealand. He explains why agriculture requires a different approach to financial management, how accountants can help farmers navigate profitability and planning, and why there is a growing opportunity for CPAs and accounting firms to expand into agricultural advisory services. If you're an accountant, CPA, bookkeeper, tax professional, or advisor looking for a specialized niche, this conversation offers practical insight into the opportunities within agricultural accounting and farm financial advisory.
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  The Power of Financial Advisory for CPAs and Bookkeepers 28.07.2026 26m

  How can CPAs, bookkeepers, and accounting professionals turn financial statements into meaningful business advice? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Ruth King of Financially Fit Business to discuss how accounting professionals can expand beyond traditional tax and accounting services and provide greater value through financial advisory. Ruth shares how financial statements, graphs, and financial trends can help business owners better understand the health of their companies and make smarter decisions. She also explains how CPAs and bookkeepers can identify clients who are good candidates for advisory services, communicate financial information more effectively, and help clients move from simply looking at numbers to actually understanding what those numbers mean. Whether you're a CPA, bookkeeper, tax professional, or accounting advisor, this conversation offers practical ideas for building stronger client relationships and helping business owners become more profitable.