Level Up Your Practice: Customer Journeys, App Solutions & Marketing Tips!

Mapping the Customer Journey: Insights from Blake Grewal

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Blake Grewal , founder and CEO of Customer IQ, to discuss the power of customer journey mapping for service-based businesses.

?? What You’ll Learn:

?? The importance of visualizing the entire customer experience

?? How to identify feedback opportunities and optimize automation

?? The role of Google My Business in maximizing marketing efforts

?? Why tailored journey maps are essential for different customer segments

?? How to integrate technology strategically for business growth

Blake shares practical tools for brainstorming and refining customer journeys, along with strategies for using customer reviews to drive engagement. Plus, learn how Customer IQ is offering free customer journey mapping consultations to help businesses level up their marketing strategies.

Tune in now: Mapping the Customer Journey: Insights from Blake Grewal

App Comparison Back Up Solutions For QuickBooks Online

By William Murphy

Reader surveys consistently report that Insightful Accountant readers? want App Comparisons to assist them in reviewing and selecting various apps for their own practices, as well as for the businesses they? support.

Insightful Accountant also relies on surveys from both our Top 100 ProAdvisors and our readership to identify the app categories most of interest. ?Because of the large number and variety of apps (and third-party software) products available within or supplemental to the QuickBooks ecosystem, Insightful Accountant has identified the most significant app categories readers want more information about.??One of the app categories that scored the highest within our various surveys was ‘Backup Solutions for QuickBooks Online.’? ?

?Why You Need a Backup Solution for QBO

?You’ve always been told that your QuickBooks Online data is secure and that Intuit has a data backup and recovery plan. While that is true, you also must understand that the Intuit backup and recovery plan is designed to manage a cyber-attack or data breach impacting their entire QBO platform. ?Besides your QBO Data file being part of Intuit’s platform, their backup and recovery plan is not aimed at restoring your QBO file when data is corrupted or missing due to malicious or erroneous human behavior. If you have data? problems that are not associated with a system-wide error, Intuit is not responsible for restoring your data.

? In fact, the software agreement you executed with Intuit when you subscribed to QBO states explicitly, “You are responsible for any lost or unrecoverable content… Intuit is NOT responsible for any content you submit through these Services.” ?A user-managed third-party backup of your QuickBooks Online data is the only way to protect your accounting data when and if Intuit’s QBO platform is breached. ?That’s why you should backup QuickBooks!

Click here for more information

Bookkeeping Marketing: How to Amplify Growth and Get New Clients for Your Bookkeeping Business

Speaker - Janel Sykora

Topic: How to Amplify Growth and Get New Clients for Your Bookkeeping Business

This webinar is designed exclusively for bookkeepers eager to accelerate their business growth and expand their client base. In "How to Amplify Growth and Get New Clients for Your Bookkeeping Business," you'll discover actionable strategies and innovative tools that will help you get new clients efficiently.?

What You'll Learn:

• Brand Messaging Mastery:?Understand the power of words and how to create a brand messaging playbook that sets you apart in a competitive market. Learn why storytelling captivates and how to craft messages that resonate deeply with potential clients.
• Streamlining Client Scheduling:?Simplify how potential clients connect with you through effective use of calendar and booking links, ensuring a seamless entry into your sales process.
• Sales Pipeline Optimization:?Learn how to structure your sales pipeline with practical stages and automations designed specifically for bookkeeping workflows, from initial inquiry to ongoing client management.
• Never Miss a Call:?Learn strategies to handle incoming calls effectively, ensuring you never miss an opportunity for new business—even when you can't answer the phone.

This webinar is your step-by-step guide to transforming your bookkeeping services into a thriving business. Whether you're a solo practitioner or part of a small firm, these insights will empower you to make impactful changes that drive success.

Don't let another potential client slip through the cracks. Register now and start growing your business!

QB Talks March: Best of the Best eCommerce Apps

Presenter: Teresa (Terri) Slack, ACS, FLMI, CPB , CEO at Financly Bookkeeping Solutions

Hosted by: William Murphy

For March, Teresa Slack joins Murph at QB Talks to review the ‘Best of the Best eCommerce Apps.’ Dive with them as they submerge into the depths of the best of the 10 eCommerce Apps Murph compiled for his eCommerce ‘App Analysis’ Webinar last September. But, this QB Talks won’t be a repeat of that Webinar where only 3 or 4 minutes could be spent discussing how a specific app was rated.

Rather, Murph and Teresa will spend about 10 minutes on each of the apps that were most highly rated by that comparison. They will profile each of the apps and talk about the key features and functions including those that make them unique. Teresa and Murph will also discuss the pros and cons they find most informative when using or recommending each app. Then, they will examine how these apps actually work and what works better or not so great when you try to apply them to real-life integration scenarios.

If you use eCommerce websites for your service offerings, or if you support eCommerce as part of your practice, you won’t want to miss the opportunity to take a ‘deep dive’ with Murph and Teresa Slack into the “Best of the Best eCommerce Apps.”

Register for this 2:00 PM Eastern, March 19, 2025, Webinar HERE.

If you are a registered QB Talks participant, don’t worry; you will get your webinar invitation in your inbox, or you can find it already on your calendar.

Learning Objectives:

After this session, attendees are expected to:

1. From the list provided, ‘name’ one eCommerce App you currently use or recommend to your clients.
2. Identify the most highly ranked eCommerce App from Murph’s App Comparison.
3. From the list provided, ‘select’ one factor that distinguishes PayTraQer Sync from A2X.

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Help Us Improve: Take Our 3-Minute Survey

Help Us Shape the Future of Insightful Accountant: Take Our 3-Minute Survey!

Hello Insightful Readers!

At Insightful Accountant, we’re on a mission to be your most informative resource for your accounting practice. Our goal is to provide content that not only keeps you in the loop about the latest trends and best practices in accounting but also resonates with what you truly care about.

In order to be the most informative resource for your practice, we need your help. We invite you to take a short, 3-minute survey designed to gather your thoughts, preferences, and suggestions. It’s a quick yet meaningful way to let us know what you love, what you’d like to see more of, and how we can improve.