Accounting Insiders

What’s really holding accounting firms back today—staffing shortages, workflow chaos, outdated systems… or something else? In this episode of Accounting Insiders, Gary DeHart sits down with Tim Sines, CPA, founder of Mango Practice Management, to explore how firms can operate more efficiently and prepare for the next wave of transformation. From AI and automation to practice management and profitability, Tim shares practical insights from decades of experience as both a practicing CPA and software developer. Whether you're a solo practitioner or managing a growing team, this conversation offers practical ideas to help your firm work smarter—not harder.

Tax season pressure is real. Spreadsheets break. Staff burns out. Clients chase updates. In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Tim Sines, CPA, founder of Mango Practice Management, for a straight-talk conversation on what actually works for accounting firms during tax season and beyond. Tim brings nearly 40 years of real firm experience and explains how modern practice management, project visibility, outsourcing, and capacity planning help firms stay profitable and sane. What you’ll learn 👇 ✔ Why tax season really starts before the returns arrive ✔ When it still makes sense to change systems during tax season ✔ Why spreadsheets quietly kill efficiency ✔ How project management improves turnaround time and client communication ✔ The real cost of bad processes and staff burnout ✔ How outsourcing works when systems are set up right ✔ Why engagement letters protect revenue and expectations ✔ How capacity planning prevents overload during peak season This episode is for CPAs, firm owners, and accounting leaders who want less chaos and more control.

In this Accounting Insiders Podcast episode, Gary DeHart talks with Teresa Slack about how she and her sister Connie built a virtual bookkeeping firm, hit painful growth limits, then turned it into a sellable business.They get real about the early mistakes (hourly pricing, hiring too early, no SOPs), what changed after learning value pricing, and why systems mattered just as much as pricing. Teresa also shares how they found their niche in e-commerce, how discovery calls uncover what clients actually value, and why repricing clients yearly is non-negotiable if you want a healthy firm.Teresa also explains what she does today, including value pricing coaching and e-commerce training for accounting pros. 🔗 Connect with Mark on LinkedIn: https://www.linkedin.com/in/markwickersham1/ '🔗 Connect with Teresa on LinkedIn: https://www.linkedin.com/in/teresaslack/ 🔗 Subscribe to the Value Pricing Academy YouTube channel: https://www.youtube.com/user/Pricing4Accountants 🔗 Join our VIP list for free training: https://www.valuepricingacademy.com/free-mentoring? 🔗 How to price bookkeeping eBook (the tool I used to turn my business around): https://bit.ly/43lzaZG 🔗 VPA on Skool platform free training and support: https://bit.ly/3LTEsG5 Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry!👉 https://hubs.li/Q03jRllK0👉 Explore our Be Insightful Membership: https://hubs.li/Q03jR86n0Website 👉 http://insightfulaccountant.com/ Twitter (X) 👉 https://twitter.com/insightfulActnt Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ 

Randy Johnston joins Gary DeHart on the Accounting Insiders Podcast to break down what firms should expect in 2026. Randy has spent decades in accounting tech and works closely with CPA firms across the country, so he has a clear view of what’s real, what’s noise, and what’s coming next. They dive into AI adoption, next-gen document management, voice-driven workflows, hardware updates you should wait for, and how firms can actually boost productivity instead of just talking about it. Randy also shares the truth about what’s changing in education, how firms are using AI well, and why many still fall behind. If you want a blunt look at the future of accounting tech, this is the episode. What you’ll learn: ✔ How firms are really using AI ✔ Why only a small slice of accountants get AI right ✔ What new document management tools will do next year ✔ How voice tech will change daily workflows ✔ When you should replace your hardware ✔ Where AI-powered accounting software is heading ✔ How work-from-home is shifting inside firms in 2026 ✔ Why search and online visibility are changing fast ✔ How to reach Randy for training or tech guidance

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.