Accounting Insiders

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Sachin Sharma, Founder and CEO of ProcureDesk, to discuss the evolving role of spend management, AP automation, and AI in modern accounting. They explore: - The hidden cost of surprise invoices - Why growing businesses need proactive spend controls - Common AP challenges that slow down month-end close - How AI is transforming accounts payable workflows - Opportunities for CAS firms to expand advisory services - Ways accounting professionals can help clients reduce spending and improve profitability Whether you're a CPA, bookkeeper, controller, CFO, or CAS professional, this conversation offers practical insights into helping clients gain better visibility and control over company spending.

In this episode of the Accounting Insiders Podcast, host Gary DeHart, publisher of Insightful Accountant, sits down with Tony Russler, National Business Development Manager at Sharp Business Systems. The conversation focuses on the growing importance of cybersecurity for accounting firms and professional service providers. Tony shares insights from his 20+ years in technology and security, explaining how firms can protect themselves from phishing attacks, data breaches, and social engineering threats. The discussion covers practical best practices such as multi-factor authentication (MFA), password hygiene, employee security training, phishing simulations, and the importance of having a Written Information Security Plan (WISP). They also explore how cyber liability insurance requirements often overlap with IT security controls and how managed service providers can help firms stay compliant and protected. Real-world examples highlight how attackers target accounting firms for client lists and financial data, and why even small firms are at risk due to outdated systems or lack of training. The episode closes with actionable steps firms can take immediately to strengthen their cybersecurity posture.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Nachman Lieser, founder of ConnectBooks, to discuss the growing complexity of e-commerce accounting and how automation can help accounting professionals and online sellers gain better financial clarity. Nachman shares his journey from accountant and wholesale business CEO to building an e-commerce accounting automation platform focused on Amazon, Shopify, TikTok Shop, Walmart, and other online marketplaces. The conversation explores common challenges in e-commerce bookkeeping, inventory management, profitability tracking, and why clarity—not just automation—is the key to helping businesses scale. Whether you're a bookkeeper, accountant, CPA, or e-commerce seller, this episode offers practical insights into streamlining financial operations and using data to make smarter business decisions.

In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Nick Chandi, CEO and Co-Founder of Forwardly, to explore how automation and AI are reshaping accounts receivable (AR) and accounts payable (AP) workflows. Nick shares his journey from building a services company for accounting firms to launching Forwardly, a platform designed to streamline payments, eliminate manual processes, and improve cash flow visibility. If you're an accounting professional looking to improve efficiency, reduce errors, and deliver more value to clients, this conversation offers practical insights into where the industry is heading.

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Linda Hunt, founder of SumSolutions and author of The Money Conversation: Speak the Truth, Set the Standard, and Get Paid Without Apology. Linda shares powerful insights on how accounting professionals and service providers can move away from undercharging and step into confident, value-based pricing. From overcoming the fear of raising rates to reframing client conversations and packaging services effectively, this episode is packed with practical strategies you can apply right away. You’ll also learn about Linda’s “Perfect Pricing Formula,” how to align your pricing with the value you deliver, and why confidence—not just math—is key to profitable growth.