Jeff Seibert, CEO and Founder of Digits, joins Gary DeHart on the Accounting Insiders Podcast to talk about the future of accounting technology. They dig into real-time finance, predictive AI, Digits’ machine-learning engine, the gaps in today’s accounting systems, and how firms can streamline monthly work with automated booking, reconciliation, insights, and reporting. Jeff also shares the origin story behind Digits, why the team built a full general ledger from scratch, why vector-based data models matter, and what’s coming next for the platform. What you’ll learn: ✔ How Digits auto-books 97 percent of transactions ✔ Why predictive AI fits accounting better than generative AI ✔ How real-time dashboards change client advisory ✔ Who Digits is built for ✔ Where it still doesn’t fit today ✔ What the partner program offers firms ✔ How firms onboard clients in minutes ✔ What’s coming in future launches If you serve small businesses or you're exploring modern accounting tools, this episode gives a straight look at how the space is changing fast.

In this episode, Gary DeHart talks with Nancy Benet of Fix-It Accounting, a Florida-based firm known for strong advisory work, recurring revenue systems, and a search-driven growth strategy that keeps their phones ringing nonstop. Nancy shares how she turned a difficult season of life into the launch of a multi-location accounting practice. She walks through her shift from tax resolution to recurring monthly accounting, the systems they depend on, and why advisory services changed everything for her clients. If you want a real look at how a firm can grow through SEO, tight processes, and smart service packaging, this conversation is worth your time. What you’ll learn: ✔️ How Fix-It Accounting used SEO to scale fast ✔️ Why recurring monthly revenue brings stability to a firm ✔️ What advisory and outsourced CFO services really look like ✔️ How to identify clients who need deeper financial guidance ✔️ The tech stack Nancy relies on every day ✔️ Why marketing partnerships can outperform in-house teams ✔️ How to mentor and grow the next generation of accounting professionals

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Valerie Heckman, Accountant Community Manager at OnPay, to talk about what firms need to know about payroll. Valerie shares her career path from Intuit to OnPay, why more firms are adding payroll, the real reasons accountants hesitate, and what a smooth year-end switch looks like. They also cover benefits, HR tools, integrations, multistate challenges, support issues, and how to evaluate payroll providers at trade shows. If you're an accountant, bookkeeper, or advisor looking to tighten your tech stack or add recurring revenue, this episode gives you a real-world breakdown of payroll operations and client expectations. Watch this to learn: • How firms are standardizing payroll as part of advisory • What to ask any payroll vendor before signing • Why year-end is the best time to switch providers • Where accountants lose time and money managing payroll manually • Why support and accuracy matter more than features

Learn how Melissa Broughton built Busy Bee Advisors and created The 1 Hour Bookkeeper, a program designed to help stay-at-home parents, military spouses, and career changers start their own remote bookkeeping businesses. In this episode, Melissa talks about leaving corporate life, starting her firm from zero, overcoming a major setback, and building a program that has already helped thousands. What you’ll learn ⭐ How Busy Bee Advisors started and grew ⭐ Why Melissa built The One Hour Bookkeeper ⭐ The skills and habits new bookkeepers must develop ⭐ How to find your first clients and set up your workflow ⭐ How to handle imposter syndrome and time management ⭐ How to run a bookkeeping business from home ⭐ Where new bookkeepers usually get stuck and how to fix it Host: Gary DeHart Insightful Accountant Podcast

How can accounting firms hire and grow globally without losing control or culture? Gary DeHart sits down with Meryl Johnston, Chartered Accountant, Co-Founder of Bean Ninjas and TeamUp, to unpack how firms can successfully recruit top accounting talent from the Philippines, the lessons she learned building Bean Ninjas, and how to balance being both an accountant and a business owner. What you’ll learn: ✅ How Meryl built Bean Ninjas into a global eCommerce accounting firm using Xero and remote teams ✅ What accounting firms should know before hiring offshore talent ✅ The difference between offshoring and outsourcing—and why culture matters ✅ How to find and onboard the right accounting professionals in the Philippines ✅ Key pitfalls and success stories from firms hiring globally ✅ How to move from “specialist” to “owner” and scale your practice sustainably 🎙 Guest: Meryl Johnston, Co-Founder of Bean Ninjas and TeamUp 🎧 Host: Gary DeHart, Publisher, Insightful Accountant

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Warren Brown, Chief Product Officer and COO of Settle, to discuss how accountants and e-commerce businesses can streamline operations, improve profitability, and access working capital with Settle’s integrated financial platform. What You’ll Learn: ✨ How Settle simplifies inventory, procurement, and payments in one system 💡 Why e-commerce accounting demands specialized workflows 💼 How accountants can grow their firm with Settle’s partner program 📊 What “landed cost” really means and how to calculate it accurately 💰 Easy access to working capital for growing brands Guest: Warren Brown, Chief Product Officer & COO – Settle Host: Gary DeHart, Insightful Accountant

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Christi Richards from Universal Accounting to talk all things GrowCon 2026 and how the event helps owners of bookkeeping, accounting, and tax firms build stronger, more scalable businesses. Recorded on October 30, 2025, this conversation dives into: 📍 GrowCon 2026 details – Salt Lake City, Utah at the downtown Hilton, May 4–6, 2026 🧭 Who GrowCon is for – owners of bookkeeping, accounting, and tax firms focused on growth, scaling, and exit strategy 🎤 Conference format – 3-day, main-stage-only event, no breakouts, everyone in the same room 🧩 Content pillars (MAP) – Marketing, Accounting, Production plus a crucial fourth pillar: headspace 🤝 Networking & exhibitors – intentional vendors, tools, and resources chosen to help firm owners level up 🎓 CPE with Earmark – CPAs can now earn CPE credits at GrowCon 🎟️ Ticket tiers – Standard, Premier, and VIP, including meals, gala night, and casino night access

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.