2025 Success Strategies: Insights, AI, and Fresh Starts

Embracing AI and Advisory Roles: Gary DeHart Talks Profit First with Debra Angilletta

Join host Gary DeHart in an insightful conversation with business advisor Debra Angilletta , renowned for implementing the Profit First system in over 300 companies. In this episode, they explore how AI is transforming the accounting industry by automating compliance tasks, freeing up professionals to focus on strategic advisory services.

Deborah shares her unique "four-legged stool" approach, combining AI and innovative staffing solutions to drive business growth.

Key topics include:

?? Shifting from compliance to advisory work.

?? Embracing AI to meet client demands for strategic guidance.

?? The benefits of outsourcing and diverse hiring practices. Discover actionable steps for accountants to elevate their services and stay ahead in a rapidly changing industry. Don’t miss this essential discussion!

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How to Actually Start Tax Season Feeling Refreshed

By ??Christine Gervais??

For tax professionals, January marks the beginning of the most demanding period of the year. While others are setting New Year's resolutions, you're preparing for four months of long hours, complex calculations, and deadline pressures. However, the weeks before tax season offer a crucial opportunity to prepare both mentally and professionally for the challenges ahead.

To make the most of this preparation period, it's first important to understand your typical pre-season tendencies. Among tax professionals, we've identified three common patterns of "pre-season misusers."

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Niche Marketing: Do This, Not That for Marketing in 2025

Speaker - Janel Sykora

1 CPE Credit Available

Field of Study - Communications and Marketing

"Do This, Not That for Marketing in 2025," is tailored for accountants who are ready to refine their marketing approaches in the rapidly evolving digital landscape. As the business world shifts from an attention economy to a trust economy and compliance services have commoditized, your approach to marketing needs to adapt. This session will guide you through the critical tactics for marketing your expertise in 2025, the importance of authenticity in building trust, and strategic use of AI to optimize your efforts. Discover practical steps to distinguish your firm, create a long term lead generation strategy for high quality clients, and efficiently integrate AI to amplify your bandwidth, positioning your firm for success in a competitive market.

Learning Objectives:

After this session, attendees are expected to get valuable understanding and insights, such as:

1. Understand the shift to a trust economy and how that impacts accounting firm owners.
2. Gain insights into optimizing your marketing strategy by effectively balancing sales activities, high-value marketing efforts, and educational content to establish your firm as a trusted advisor.
3. Understand the potential of AI in automating routine admin and marketing tasks, from lead nurturing to content creation, and learn how it can amplify your strategic efforts without replacing the personal touch that clients value.
4. Develop an effective, automated marketing strategy for predictable growth in 2025.

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Get ready for 2025! What does Be Insightful offer?

Be Insightful goes beyond basic information. Our paid premium membership provides a dynamic learning environment with:

Content Tracks: Dive into three distinct tracks each month, each featuring a minimum of four key topics throughout the year.

Downloadable Resources: Every track includes a downloadable PDF in the form of an eBook or White Paper to solidify your understanding.

Live Webinars with Q&A: Expand your knowledge with live, interactive webinars led by subject matter experts, followed by extensive Q&A sessions.

Recorded and Transcribed Webinars: Never miss a beat! All webinars are recorded and transcribed for on-demand access at your convenience.

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