Marketing & sponsorship opportunities

QB Talks is our flagship series, bringing together accounting professionals and ProAdvisors for in-depth discussions on QuickBooks, related apps, and the latest ecosystem updates. These sessions focus on practical training, product knowledge, and best practices, helping professionals stay ahead while giving sponsors a valuable platform to showcase solutions that integrate with or enhance QuickBooks. QB Talks offers webinars, demos, and expert panels on QuickBooks topics like automation, reporting, and industry trends, helping professionals enhance their knowledge and practice.

Sponsor receives

• 10–15 minute interview/demo
• One polling question during the webinar

QB Talks Takeover: $6,500. Collaborate on content for the entire webinar. QB Talks Takeover availability is limited. All topics and presentation materials must be submitted ahead of time and approved by Insightful Accountant (IA).

Promotion and distribution

• Listed as the sponsor in all webinar marketing

Data and reporting

• All current series registration information. Typically includes email, first name, last name and firm name.
• Attendee information and polling question responses for your sponsored episode

Terms and eligibility

• Up to 24 slots available.
• Standard terms, due upon signature.
• Not eligible for the Engager plan's included IA Talks episode, and not available through Flex Bank exchanges.

Sponsor receives

• QB Talks Extra: a segment of up to 30 minutes right after the one-hour QB Talks episode
• Your content may be more product-focused, though we strongly encourage it to remain primarily educational

Promotion and distribution

• Runs right after a QB Talks episode, in front of that episode's audience

Data and reporting

• All registrations. Typically includes email, first name, last name and firm name.
• Attendee information and polling question responses

Terms and eligibility

• This sponsorship is in addition to the normal sponsorship opportunities available for each episode.
• Not eligible for the Engager plan's included IA Talks episode, and not available through Flex Bank exchanges.

Sponsor receives

• 1 QB Talks Extra kickoff (up to 30 minutes) to launch the vertical
• 3 niche webinars over approximately 3 months (up to approximately 50–60 minutes each)
• Category exclusivity for the vertical during the series run
• 1 podcast episode (audio + YouTube)
• Editorial wrap with sponsor-aligned articles as scoped in the insertion order
• Insightful Accountant hosting and select speaker support as scoped in the insertion order

Promotion and distribution

• Newsletter and social promotion around the series
• Webinar listing / on-site promotion as scoped in the insertion order
• YouTube replay hosting for series sessions

Data and reporting

• Registration, attendee, and polling data for the QB Talks Extra kickoff and each niche session. Typically includes email, first name, last name and firm name.
• Mid-series and end-of-series performance reporting

Terms and eligibility

• Standard package. Specialty keynote or third-party speaker fees beyond the insertion-order scope, if any, are additional.

Sponsor receives

• 10–15 minute interview/demo
• One polling question during the webinar

Promotion and distribution

• Listed as the sponsor in all webinar marketing

Data and reporting

• All current series registration information. Typically includes email, first name, last name and firm name.
• Attendee information and polling question responses for your sponsored episode

Terms and eligibility

• Up to 12 slots available.
• Eligible for the Engager plan's included IA Talks episode.

Sponsor receives

• 10–15 minute interview/demo
• One polling question during the webinar

Promotion and distribution

• Listed as the sponsor in all webinar marketing

Data and reporting

• All current series registration information. Typically includes email, first name, last name and firm name.
• Attendee information and polling question responses for your sponsored episode

Terms and eligibility

• Up to 6 slots available.
• Eligible for the Engager plan's included IA Talks episode.

Sponsor receives

• 10–15 minute interview/demo
• One polling question during the webinar

Promotion and distribution

• Listed as the sponsor in all webinar marketing

Data and reporting

• All current series registration information. Typically includes email, first name, last name and firm name.
• Attendee information and polling question responses for your sponsored episode

Terms and eligibility

• Up to 6 slots available.
• Not eligible for the Engager plan's included IA Talks episode, and not available through Flex Bank exchanges.

Sponsor receives

• 10–15 minute interview/demo
• One polling question during the webinar

Promotion and distribution

• Listed as the sponsor in all webinar marketing

Data and reporting

• All current series registration information. Typically includes email, first name, last name and firm name.
• Attendee information and polling question responses for your sponsored episode

Terms and eligibility

• Up to 6 slots available.
• Eligible for the Engager plan's included IA Talks episode.

Future Forward connects accounting and tax professionals with practical education and sponsor demonstrations.

2027 Future Forward events

• June 9-10, 2027: AI, Cybersecurity, and Automation
• September 29-30, 2027: Tax Planning, Cash Flow, and Year-End Readiness

Each event runs for 2 days, with 4 sessions a day. Each 1-hour session is followed by a 30-minute sponsor App Academy demo plus Q&A. There is no separate App Academy day.

June 9-10 and September 29-30 schedule (same each day, Eastern Time)

• Sessions start at 10:00 AM, 12:00 PM, 2:00 PM, and 4:00 PM ET
• Each session runs 1 hour, followed by a 30-minute sponsor demo. The last demo ends at 5:30 PM ET.

Sponsors are not assigned to specific dates.

Sponsor receives

• Presenter pitch and product placement inside the presentation, where applicable
• A 30-minute sponsor App Academy demo plus Q&A right after each sponsored session

Promotion and distribution

IA typically supports the sponsor session through its YouTube channel and an article on the website promoting the session.

Data and reporting

• Registration information for the two-day event, typically including email, first name, last name and firm name
• Positive responses to the sponsor registration question
• Attendee information and polling responses for the sponsored session

Terms and eligibility

Standard terms. Eligible for the Engager plan's included IA Talks episode. The Dominator plan includes up to two Future Forward episodes across the 2027 events, subject to availability. This inclusion does not assign a sponsor to a date.

CAS Talks sponsorship

Sponsor one episode for $2,500, or sponsor all 12 episodes during a 12-month term for $28,500 with annual payment. Annual payment saves 5% compared with twelve $2,500 episode purchases ($30,000). One annual sponsorship is available, subject to confirmation.

Sponsor receives

• A 10 to 15 minute interview or demo during each sponsored episode
• One polling question for attendees

Promotion and distribution

Listed as the sponsor in all CAS Talks webinar marketing, which runs in the IA newsletter, on the IA website and across social media.

Data and reporting

The sponsor receives its own report after each sponsored session with registrants, attendees, poll results and survey results.

Scheduling

Dates: To be announced.

Programs are developed around audience fit, timing, and sponsor objectives. Contact our team to discuss current concepts and availability. 

Tied to Intuit Connect Roadshow
City: TBD
Date: TBD
Three to six noncompeting sponsors.

Distribution & Promotion

Promotion is delivered through the Insightful Accountant-owned channels appropriate to the sponsorship. Specific placements, timing, and campaign deliverables are confirmed with the sponsor before launch.

Programs are developed around audience fit, location, timing, and sponsor objectives. Contact our team to discuss current availability. 

Distribution & Promotion

Promotion is delivered through the Insightful Accountant-owned channels appropriate to the sponsorship. Specific placements, timing, and campaign deliverables are confirmed with the sponsor before launch.

$8,000 · one-time event sponsorship. No subscription, monthly billing, or auto-renewal.

An invitation-only Top Advisor reception followed by a seated dinner at Scaling New Heights for approximately 75 advisors, members, and VIPs. It's a chance to spend an evening with the advisors behind Insightful Accountant's Top Advisor Awards. Exact date and venue TBD.

Sponsor receives

• 2 invitations to the reception and dinner
• The Top 100 list
• The Top 25 Up & Comers list
• The registration list for the event

Promotion and distribution

This sponsorship focuses on in-person access and the lists above. No additional advertising or promotion is included. For year-round awards visibility, see the Top Advisor Digital and Premier Subscriptions.

Data and reporting

• Top 100 list
• Top 25 Up & Comers list
• Event registration list
• Lists are provided as registration data. Typically includes email, first name, last name and firm name.

Terms and exclusions

• One-time event sponsorship. Subscription terms, auto-renewal, and the prepay discount do not apply.
• Held during Scaling New Heights; exact date and venue TBD. Attendance is by invitation from Insightful Accountant.
• Sponsorships are limited and subject to availability.
• Not included: Top Advisor Awards category exclusivity (included with the Top Advisor Digital and Premier Subscriptions), speaking opportunities, and Premier recognition (Top Advisor Premier Subscription only).

$1,000/month · 12-month commitment ($12,000/year). Prepay the full year and save 5% ($11,400).

A year-round sponsorship of Insightful Accountant's Top Advisor Awards, covering the Top 100, Top 25 Up & Comers, and Top 25 Tax Advisors. Reach the ProAdvisors and accounting professionals who nominate, apply, and vote, plus the honorees themselves, with exclusive positioning in your category.

Sponsor receives

• Top Advisor Awards category exclusivity in one mutually agreed primary product or service category for your 12-month term, closed to direct competitors. The program is limited to 12 sponsors.
• One sponsor lead-generation question in the nomination, application, and voting surveys
• Your logo on Top Advisor awards articles, landing pages, survey forms, and promotional materials throughout the awards cycle
• Available contact lists for the Top 100, Top 25 Up & Comers, and Top 25 Tax Advisor honorees
• Awards Reveal Webinar participation and recognition, plus the webinar's registration and attendee list
• 1 QB Talks Extra session (Top Advisor inclusion, up to 30 minutes): your content presented immediately after a QB Talks episode. It can be more product-focused than the main episode but should stay primarily educational.

Promotion and distribution

Your logo travels with the Top Advisor Awards program on awards articles, landing pages, and survey forms, and in promotional materials throughout the awards cycle. Your QB Talks Extra session runs as an extension of a QB Talks episode, in front of that episode's audience.

Data and reporting

• Leads from your sponsor question in the nomination, application, and voting surveys
• Top 100, Top 25 Up & Comers, and Top 25 Tax Advisor honoree contact lists
• Awards Reveal Webinar registration and attendee list
• QB Talks Extra: all registrations, attendee information, and polling question responses
• Lists are provided as registration data. Typically includes email, first name, last name and firm name.

Terms and exclusions

• Renews automatically for successive 12-month terms unless written notice is given at least 30 days before the renewal date. No refunds or prorated credits for early termination during a committed term.
• All benefits must be scheduled and used within the 12-month term.
• Category exclusivity is first-come, first-served and subject to Insightful Accountant approval. It applies only to the Top Advisor Awards program and does not restrict Insightful Accountant's other advertising, editorial, webinar, event, or sponsorship programs.
• Sponsor content is subject to Insightful Accountant approval.
• Not included: the Top Advisor Reception & Dinner and the Premier marketing package. Both are available with the Top Advisor Premier Subscription. The dinner can also be sponsored separately.

$3,000/month · 12-month commitment ($36,000/year). Prepay the full year and save 5% ($34,200).

Insightful Accountant's most complete Top Advisor partnership. It combines 12 months of category-exclusive awards sponsorship with Premier-level sponsorship of the Top Advisor Reception & Dinner, which brings together past Top Advisor of the Year recipients, current- and prior-year category winners, and select IA BeInsightful Members, Pro Members, and contributors. It also includes a year-round marketing package across IA's podcast, newsletters, website, social channels, and conference coverage.

Sponsor receives: everything in Digital

• Top Advisor Awards category exclusivity in one mutually agreed primary category for 12 months, closed to direct competitors (program limited to 12 sponsors)
• One lead-generation question in the nomination, application, and voting surveys
• Your logo on awards articles, landing pages, survey forms, and promotional materials throughout the awards cycle
• Top 100, Top 25 Up & Comers, and Top 25 Tax Advisor honoree contact lists
• Awards Reveal Webinar participation and recognition, plus its registration and attendee list
• 1 QB Talks Extra session (up to 30 minutes), included through Digital. This is separate from the recorded App Academy in the Premier Conference Booster.

Premier adds: Top Advisor Reception & Dinner

• Premier sponsorship of the invitation-only Top Advisor Reception & Dinner, held during Scaling New Heights (date and venue TBD). Only 8 sponsors, and no more than 4 at Premier level.
• 2 sponsor invitations, with elevated Premier recognition and visibility at the event
• The event registration list for the Top Advisor Reception & Dinner
• Speaking opportunity: a one-minute welcome or closing toast during the reception and dinner
• On-site branding: Premier sponsor logo visibility and recognition at the event, plus a Top Advisor sponsor logo for your Scaling New Heights booth
• Booth-gift promotion: Insightful Accountant promotes your booth giveaway, gift, or other Scaling New Heights activation for honorees through the IA booth, newsletter, and website

Premier adds: year-round marketing package

• 1 Accounting Insiders Podcast sponsorship: a podcast interview (optionally featuring a Top Advisor winner, an industry expert, or another mutually agreed guest), a promotional article, a 30-second commercial pitch by the host, and YouTube channel promotion
• 4 newsletter takeovers with ad design, each sent to the Insightful Accountant list and the tax list
• 4 Sponsored Posts: an educational promotional article posted on the website and in the newsletter
• 2 webinar promotional sends through IA's newsletter audiences (for webinar promotion only). These audiences overlap with newsletter takeovers.
• 6 months of leaderboard banner advertising
• 12 Insightful Accountant social posts: your campaign posted to IA's LinkedIn, Facebook, and X
• 1 Conference Booster Bundle: boosts your visibility before, during, and after Intuit Connect, Scaling New Heights, Xerocon, or another qualifying conference. Includes:
  • An App Academy demo recording and partner program overview (if applicable), up to 30 minutes
  • A 5 to 10 minute booth interview, recorded at your booth by an Insightful Accountant interviewer and used to promote the demo recording
  • 3 All-IA social posts
  • 1 newsletter takeover (with ad design, sent to the IA list and the tax list) with a sponsored post highlighting your booth interview and demo recording before or during the conference, to drive traffic to your booth
  • After the conference, both the App Academy recording and the booth interview are available on the Insightful Accountant YouTube channel

Promotion and distribution

In addition to the Digital program's awards promotion, Premier puts your brand across Insightful Accountant's owned channels: the Accounting Insiders Podcast and YouTube channel, five newsletter takeovers (four standalone, plus one in the Conference Booster), five sponsored posts on the website and in the newsletter, two webinar promotional sends through the newsletter audiences, six months of leaderboard banners, and 15 social posts on LinkedIn, Facebook, and X (12 standalone, plus 3 in the Conference Booster). At Scaling New Heights, IA promotes your booth gift or activation and recognizes you as a Premier sponsor at the Top Advisor Reception & Dinner.

Data and reporting

• Leads from your sponsor question in the nomination, application, and voting surveys
• Top 100, Top 25 Up & Comers, and Top 25 Tax Advisor honoree contact lists
• Awards Reveal Webinar registration and attendee list
• Top Advisor Reception & Dinner event registration list
• Lists are provided as registration data. Typically includes email, first name, last name and firm name.

Terms and exclusions

• Renews automatically for successive 12-month terms unless written notice is given at least 30 days before the renewal date. No refunds or prorated credits for early termination during a committed term.
• All benefits, including the Conference Booster Bundle, must be scheduled and used within the 12-month term.
• Category exclusivity is first-come, first-served and subject to Insightful Accountant approval. It applies only to the Top Advisor Awards program and does not restrict Insightful Accountant's other programs.
• Reception & Dinner date and venue TBD. Premier sponsorships are limited to four.
• Booth gifts and activations are purchased and distributed by the sponsor. Insightful Accountant provides the promotion.
• All sponsor content and advertising is subject to Insightful Accountant approval.

$8,000 · one-time event sponsorship. No subscription, monthly billing, or auto-renewal.

An invitation-only Top Advisor reception followed by a seated dinner at Scaling New Heights for approximately 75 advisors, members, and VIPs. It's a chance to spend an evening with the advisors behind Insightful Accountant's Top Advisor Awards. Exact date and venue TBD.

Sponsor receives

• 2 invitations to the reception and dinner
• The Top 100 list
• The Top 25 Up & Comers list
• The registration list for the event

Promotion and distribution

This sponsorship focuses on in-person access and the lists above. No additional advertising or promotion is included. For year-round awards visibility, see the Top Advisor Digital and Premier Subscriptions.

Data and reporting

• Top 100 list
• Top 25 Up & Comers list
• Event registration list
• Lists are provided as registration data. Typically includes email, first name, last name and firm name.

Terms and exclusions

• One-time event sponsorship. Subscription terms, auto-renewal, and the prepay discount do not apply.
• Held during Scaling New Heights; exact date and venue TBD. Attendance is by invitation from Insightful Accountant.
• Sponsorships are limited and subject to availability.
• Not included: Top Advisor Awards category exclusivity (included with the Top Advisor Digital and Premier Subscriptions), speaking opportunities, and Premier recognition (Top Advisor Premier Subscription only).

• One topic
• One exclusive sponsor
• Five total questions
• Designed to take under one minute
• Results published as an Insightful Accountant article
• Aggregate results and detailed sponsor-question results
• Contact information and email for all survey participants delivered to the sponsor
• Sponsor recognition and promotion
• Early access to findings
• Ability to reference published IA findings

Includes:

• Sponsor advertising prominently featured in the newsletter
• An in-depth sponsor/product description beneath the ad
• One sponsored-post article of up to 650 words
• Sponsored article also published on InsightfulAccountant.com
• Content creation support available on request, including writing the article and designing the ads. Additional fees may apply for content creation support.

Audience: 14,000+ Mon/Fri subscribers. Price is per edition.

Includes:

• Sponsor advertising prominently featured in the newsletter
• An in-depth sponsor/product description beneath the ad
• One sponsored-post article of up to 650 words
• Sponsored article also published on InsightfulAccountant.com
• Content creation support available on request, including writing the article and designing the ads. Additional fees may apply for content creation support.

Audience: 11,000+ Tue-Thu subscribers. Price is per edition.

Includes:

• One sponsored article or post for the Insightful Accountant audience
• One All-IA Social post promoting it

Scope, editorial review, timing, and reporting are confirmed before production.

Includes:

• Article written by Insightful Accountant
• Up to 650 words
• Topic and angle agreed upon with the sponsor
• Published on InsightfulAccountant.com
• Included in an IA newsletter
• Two rounds of edits included
• Additional edit rounds: $250 each

Distribution: Website + IA newsletter. Social promotion is not guaranteed.

Includes:

• An enhanced directory listing, or an update to your existing listing
• A spotlight article written and published by Insightful Accountant to highlight your listing

Profile materials, timing, and promotional details are confirmed with the sponsor before production.

Includes:

• Interview with host Gary DeHart
• 30-second host-read sponsor message at the beginning of the episode
• 4 promotional social posts across LinkedIn, Facebook, and Instagram
• 1 dedicated mention in our LinkedIn newsletter, featuring the episode and your company
• 1 accompanying article on InsightfulAccountant.com
• 1 full episode upload on the Accounting Insiders YouTube channel, with your company information in the description
• 1 promotional video reel shared across our social media channels
• The full episode published and distributed through Simplecast, our podcast platform

Each episode has two sponsor-read positions. Your host read uses one of them.

Promotion timing is confirmed as part of the campaign. Price is per episode.

Includes:

• One 30-second host-read sponsor message from Gary DeHart at the beginning of one episode
• Episode replay on the Accounting Insiders YouTube channel
• Promotional article on InsightfulAccountant.com
• Applicable standard Insightful Accountant promotion for the episode

No interview is included.

Each episode has two sponsor-read positions, filled by different, noncompeting companies. An Interview + Read sponsor's read counts as one of the two.

Specific newsletter, website, and social promotion is confirmed as part of the campaign. Price is per episode.

Includes:

• A studio acknowledgment naming your company in every episode published during the subscription
• One featured podcast interview each quarter (four per year)
• Two recorded App Academy sessions
• Your logo on every episode's YouTube video and show page, presented as "Recorded in the [Sponsor] Studio"

Example: "Welcome to the Accounting Insiders Podcast, coming to you from the [Sponsor Name] Studio."

The studio acknowledgment is naming recognition, not a product pitch or 30-second commercial, so it doesn't take either of the episode's two sponsor-read slots.

Distribution & Promotion

IA typically promotes podcast episodes through its website, YouTube, newsletters and social media. The campaign plan confirms placements and timing before release.

Included channels:

• LinkedIn
• Facebook
• Instagram
• X

Creative/copy requirements and timing are confirmed before posting.

• Run-of-Site Website Ad (1 month): $2,000. Previously called Bottom Box, this display ad format runs across the Insightful Accountant website. Exact placement and reporting are confirmed before launch.
• Video Ad Box (1 month): $2,000. Features an App Academy recording, an Accounting Insiders Podcast interview, or your own video, with a link to your landing page below the video.
• Leaderboard (1 month): $3,000
• Popup (1 month): $3,000
• Wallpaper Ad (1 month): $10,000. Give your brand a prominent presence on Insightful Accountant with a coordinated wallpaper ad displayed on both sides of the page. This one-month placement frames IA's editorial content with your campaign creative for a cohesive, high-visibility presentation. Creative dimensions: 2550x1440. Placement, campaign timing and reporting are confirmed before launch.

Specifications, campaign timing, expected impressions, and reporting are confirmed before launch.

Includes:

• App Academy-style demo / partner overview recording, up to approximately 30 minutes
• Booth interview recording
• 3 All-IA Social Posts
• Tue-Thu Newsletter Takeover to 11,000+ subscribers with a promotional article highlighting the interview/demo and helping drive conference traffic
• App Academy/demo and booth interview available on the Insightful Accountant YouTube channel after the conference

Timing and production requirements are coordinated with IA.

The sponsor's own webinar (content they create and present) is promoted as if it were one of IA's webinars. It does not give the sponsor a slot in an IA webinar series.

Includes:

• Listing in the IA webinar section on the IA homepage
• Promotion in the Monday and Friday IA newsletters
• One month of leaderboard ad OR pop-up banner on the IA site
• One newsletter takeover (Tuesday, Wednesday, or Thursday issue)
• Webinar recording hosted on the IA YouTube channel

Starter, Accelerator, Engager and Dominator subscriptions each include one $5,000 Booster. The sponsor chooses either the Webinar Booster Bundle or the Conference Booster.