Podcasts about Accountant

Alicia and Matthew "Spot" Fulton recap Intuit's "In the Know" webinar, covering new Intuit Enterprise Suite features like intercompany journal entry automation and cross-company bill pay, a major overhaul of the sales tax liability report, phased billing and change orders coming to QBO Advanced for construction, and Playbooks in Intuit Accountant Suite for standardizing client setup across a firm. They also share the news that Spot's business is now officially Cloud Apps Inc., and that Intuit has finally rolled out its ProPartner program tiers.Sponsors:Intuit Accountants - http://uqb.promo/intuitLink My Books - http://uqb.promo/linkmybooksPilot - http://uqb.promo/pilot(00:00) - Welcome and Updates (01:12) - What Is In the Know (03:34) - CPE and How to Watch (04:19) - ProAdvisor News and Webinars (06:33) - Intuit Connect and Workforce Updates (09:21) - Enterprise Suite Polls and Wishlist (13:47) - IES Intercompany Automation (18:40) - Dimensions and Reporting Upgrades (21:44) - Early Access and Beta Features (23:36) - Sales Tax Reports Overhaul (29:32) - New Sales Tax Reports (31:58) - Drilldowns and Custom Views (33:53) - Whats Coming Next (35:52) - Automated Tax Filing Notes (36:11) - Construction Project Phases (38:55) - AIA Billing Workflow (40:55) - Change Orders Upgrade (44:02) - Playbooks in IAS (47:28) - Client Setup Templates (49:57) - Rollout Questions and Pricing (53:18) - Resources and Toolkit (54:26) - Hosts Updates and Wrap LINKSAlicia's upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Started your firm to be your own boss? So why does it feel like your firm bosses you around now?More clients, more revenue, more growth may not set you free. Often, it just builds a nicer cage.This episode maps the slow slide from freedom to feeling trapped, and hands you one question that changes everything downstream. Stop asking how to grow your firm. Start asking how to become a high-freedom CPA. Listen, then decide what you actually want.…Link to full shownotes: https://www.businessstrategyforcpas.com/399…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

Roger and Annie broadcast live from the IRS Tax Forum in New Orleans, pulling four guests off the exhibit hall floor for individual segments. Larry Gray breaks down how he teaches digital assets and 1099-DA reporting to practitioners who've never touched crypto, and Alan Pinck talks through the "no tax on tips/overtime/social security/car loan interest" provisions and where AI fits into practice management. Kelly Myers (incoming NSA president) and returning guest Maggie Romanello close things out with career news and a look at how the IRS stakeholder liaison role actually works.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeNATP (National Association of Tax Professionals) https://www.natptax.com/Tax Talk Today https://www.taxtalktoday.com/Alan Pinck's practice https://apincktax.com/NSA (National Society of Accountants) https://www.nsacct.org/IRS Stakeholder Liaison Contacts ( https://www.irs.gov/businesses/small-businesses-self-employed/stakeholder-liaison-contactsChapters(00:00) - Live From Tax Forum (01:09) - Meet Larry (02:00) - Teaching That Sticks (03:11) - Hot Topics And Crypto (07:41) - NATP Roots And Advocacy (12:12) - Fighting Bad Tax Advice (14:47) - Larrys Forum Day And Family (17:12) - Meet Alan And His Session (21:37) - Forum Energy And Exhibit Hall (24:44) - Tax Talk Today Origins (25:30) - Discussion First Format (25:49) - Seven Shows Schedule (26:32) - CPE Packages And Clips (28:30) - New Orleans Plans (30:06) - Utah Move And Routine (31:51) - Alan Wrap And Tour Dates (32:38) - Kelly Joins (35:39) - Teaching And Mentoring (39:17) - NSA Community Benefits (40:37) - AI Needs Human Review (44:13) - Maggie New IRS Role (47:28) - Stakeholder Liaison Explained (49:53) - How To Contact Liaison (53:16) - Podcast Wrap Up Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

Jesse Campbell grew up in New Zealand, and works full time as an accountant on the Gold Coast while juggling Marathon training himself, coaching and Content Creation. He ran his first marathon in Queenstown in November 2024 in 3:28 18 months later he ran 2:44 in Osaka. That is 45 minutes off a marathon in under two years, done around a nine to five.In this episode Jesse and I discuss why he started running, which had nothing to do with racing and everything to do with being lost after he stopped playing basketball. He explains what a day actually looks like at 4:30am, seven runs a week fitted around a full working day, and why that stopped feeling like discipline a long time ago. We get into the race he blew up in after Osaka and his honest read on why it went wrong. Most of it lands wider than running though. What putting a goal out in public actually does to you. How he handles comparison when everyone is posting their times. And what he would say to someone who looks at the people ahead of them and decides there is no point starting, which is that if you stick at anything you can progress at it, and that has carried into the rest of his life further than the running has. Follow Jesse: YouTube Instagram For more just like this #162 Jake Barraclough (RanToJapan): 280km Weeks, Running in Japan & Finding Your Limit: Spotify · Apple · YouTube #160 Andy Buchanan: Finding Purpose In Running: Spotify · Apple · YouTube Listen and subscribe: Spotify Apple Podcasts YouTube Follow for more: Podcast Instagram Keegan's Instagram TikTok See omnystudio.com/listener for privacy information.

Alicia hits the road with a series of "woman on the street" interviews recorded at BDO's Evolve conference, WAVE Seattle, and Scaling New Heights. This episode covers her question about the most impactful change attendees made this year, with answers ranging from hiring key staff and switching tax software to setting boundaries with clients and finding new ways to give back to the community, painting a picture of an industry investing as much in its people as its tech stack.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick(00:00) - Podcast Setup (01:18) - Giving Back Stories (02:06) - Big Goals Achieved (03:20) - Personal Growth Wins (04:45) - New Client Services (06:18) - Hiring And Delegation (08:43) - Tech Changes In Firms (10:50) - Wrap Up And Next Series (11:19) - Host Update And Training LINKSThe Conferences where these clips were recorded:BDO EVOLVE 2026: https://conference.bdoalliance.com/WAVE-Seattle: https://www.instagram.com/wave.seattle/Scaling New Heights: https://www.woodard.com/scaling-new-heights-2027-aboutAlicia's upcoming classes! Become a member of the OWLS for free automatic enrollment into all courses:AI in QBO: http://royl.ws/AI?affiliate=5393907Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Skype of Cthulhu presents a Call of Cthulhu scenario. Moonchild by Paul Fricker. October, 2013 Springfield, Massachusetts The classmates all pursue different leads while some meet with the man at the center of the mystery. Dramatis Persone: Edwin as the Keeper Randall as Ray West, IT Professional Gary as Maggi Stern, Retail Manager Meredith as Alicia Jucio, Antiques Dealer Steve as Melinda Moody, Journalist Max as Erik Wilson, Accountant Jim as John Vinocur, Nurse Download Subcription Options Podcast statistics

Skype of Cthulhu presents a Call of Cthulhu scenario. Moonchild by Paul Fricker. October, 2013 Springfield, Massachusetts Other revelations come forward from another members of the college occult club and the group investigates their old leader's current life. Dramatis Persone: Edwin as the Keeper Randall as Ray West, IT Professional Gary as Maggi Stern, Retail Manager Meredith as Alicia Jucio, Antiques Dealer Steve as Melinda Moody, Journalist Max as Erik Wilson, Accountant Jim as John Vinocur, Nurse Download Subcription Options Podcast statistics

Skype of Cthulhu presents a Call of Cthulhu scenario. Moonchild by Paul Fricker. October, 2013 Springfield, Massachusetts Old school mates reunite to hear an incredible story from a long-absent friend. Dramatis Persone: Edwin as the Keeper Randall as Ray West, IT Professional Gary as Maggi Stern, Retail Manager Meredith as Alicia Jucio, Antiques Dealer Steve as Melinda Moody, Journalist Max as Erik Wilson, Accountant Jim as John Vinocur, Nurse Download Subcription Options Podcast statistics

Alicia and Matthew "Spot" Fulton break down the August pricing changes and the features behind them, from smarter bank feed matching and locked parent accounts to Bill Pay Elite now included in Advanced at no extra cost. Alicia also shares her own list of under-the-radar upgrades, like invoice deposits held as true liabilities and drag-and-drop bill capture, that she used to answer a Redditor questioning the price hike, plus a fraud warning on why bill approval workflows are worth turning on now.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Cold Open and Introductions (00:34) - Where's the Beef Pricing vs Features (01:48) - Interface Changes and Faster Fixes (03:03) - Canny Board and Feature Feedback (04:24) - How We Message Clients (05:59) - Pricing FAQ Article Walkthrough (06:26) - Bank Feeds Smarter Categorization (08:15) - PayPal Matching and Duplicates (09:15) - Docs Requests and Bank Feed Tweaks (09:59) - Lock Parent Accounts (10:25) - Invoicing Automation and Reminders (11:20) - Bulk Edits and Payment Alerts (11:46) - Intuit Experts and Expense Policies (14:08) - Modern Reports and Management Packs (14:37) - Intuit Assist Business Intelligence (15:57) - KPIs Dashboards for Essentials Plus (16:54) - What's New in QBO Advanced (17:03) - Advanced Reporting Suite Forecasting (17:41) - Bill Pay Elite Included in Advanced (18:28) - Construction and Project Features (19:30) - Continuously Clean Books Explained (20:54) - New Pricing Table Breakdown (21:47) - Which AI Features by Tier (24:07) - Intelligent Onboarding and Add Ons (25:06) - Bill Pay Basic vs Elite and ACH (26:12) - Affirm Buy Now Pay Later (27:27) - Autopilot Invoicing Beta (27:58) - Unprocessed Payments Warning (29:56) - Pricing Tiers Recap (31:12) - When Price Changes Hit (33:25) - Bill Pay Pricing Overhaul (35:11) - Fraud Prevention Workflows (36:56) - ProAdvisor Discounts Notes (37:50) - Features Justify Increase (38:47) - Customer Hub And Scheduling (39:57) - Deposits And Recurring Payments (41:46) - Inventory And Banking Feeds (43:23) - Drag And Drop Bill Capture (45:53) - Custom UI And Smart Search (47:18) - Modern Reports Resolution Center (49:23) - Wrap Up Classes And Projects LINKSNew QuickBooks Pricing: https://www.firmofthefuture.com/product-update/quickbooks-price-changes/August Product Updates: https://www.firmofthefuture.com/product-update/quickbooks-online-improvements-august-2026/#feedbackAlicia's upcoming classes:Intuit Enterprise Suite, Aug 19 but date might change: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

How do you start getting paid for advice you've always given away for free? You give it a name, a price, and a deliverable, and make it a thing. Kathy Hayden did exactly that, then went further and built a digital product that's now for sale straight off her website. In this episode, hear how "making it a thing" works, why the ancillary benefits matter more than any sale, and how niching into retirees keeps tax season peaceful and prices going up.…Link to full shownotes: https://www.businessstrategyforcpas.com/398…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

A flamboyant adventurer known for exaggerating his military exploits returns to Great Britain with tales of a new land of opportunity on the Mosquito Coast.SponsorsC&R Consulting - https://ohmyfraud.promo/cnr Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/Sources:Did you read? [r/portlandia]Gregor MacGregor [Wikipedia]The Land That Never Was: Sir Gregor MacGregor and the Most Audacious Fraud in History [Sinclair, David (2004)]David Sinclair - The Sun sub who became a prolific author [The Guardian]Amelia Island affair [Wikipedia]Memoirs of Gregor M'Gregor [Rafter, M. (1820)]Proceedings of an Inquiry and Investigation instituted by Major-General Codd, His Majesty's Superintendent and commander-in-chief at Belize, Honduras, Relative to Poyais [Daniel Crouch Rare Books]Gregor McGregor and the Colonization of Poyais, between 1820 and 1824 [The Hispanic American Historical Review, Vol. 7, No. 4 (Nov., 1927), pp. 438-459 via JSTOR]The king of con-men [The Economist via Wayback Machine]List of ships of the Poyais scheme [Wikipedia]Poyais land grant for 60 acres from Gregor MacGregor, April 1834 [University of Edinburgh]Sketch of the Mosquito Shore, Including the Territory of Poyais [Daniel Crouch Rare Books]Poyais Loan No. A551 One Hundred Pounds. [Daniel Crouch Rare Books]Poyaisian Royalty: A George IV silver seal box, John Jago, London, 1823 [Sotheby's]

Businesses have dealt with customers not paying their invoices over the years, and this is putting additional stress on business owners like you.  As a business owner, you know that you need to receive payment on your customer's invoices to continue to have the cash flow you need for your business to survive.  Do you have any customer invoices that you are still waiting to collect payment on, or are you one of those business owners who have been lucky enough so far in your business that you have been able to receive payments on all your invoices?  If you have invoices that have been unpaid or are overdue, collecting on these accounts receivable amounts are very important for you.  Make sure you track and ensure you are still collecting on money that is due to your business.  In today's episode, I am going to talk about how you can manage your customer invoices as well as the best practices to ensure you are receiving payments on time.  You may not even believe what the top reasons are that most customers have to say about not paying invoices and the simple steps you can take to get those payments on time.  Whether you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant you are going to want to listen in to today's episode so that you stay on top of your accounts receivable game.  I even have tips for you about how you can eliminate the stress of tracking and receiving payments from your customers in the first place… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Aperol Spritz, the sweat of a stressed Accountant and a Chimney Sweeps scrotum Hosted on Acast. See acast.com/privacy for more information.

Roger and Annie take a midyear look at how the IRS is holding up: call center struggles, a wave of CP2000, CP05, and CP14 notices, and the sudden departure of top Treasury tax official Ken Kies. They break down the new automatic penalty abatement replacing the old first-time abatement process, updates to Trump accounts, and a long list of OBBBA provisions kicking in for 2026, from the educator expense deduction to a higher 1099-K threshold. They close with practical tips for managing the fall extension crunch and a prediction on whether the TAS Act clears its Senate Finance Committee markup.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Welcome and Catch Up (00:31) - Summer Tax Conference Circuit (04:06) - Why IRS Phones Struggle (06:22) - Digital Self Service Push (08:44) - Staffing Tech and Leadership Shift (12:34) - Tips and Overtime Reporting 2026 (14:39) - Refund Notices and Paper Checks (16:53) - Most Common IRS Notices (21:05) - Trump Accounts Guidance Update (24:03) - Kwong Case Status and Deadlines (27:00) - Fall Extension Survival (28:43) - Client Info Deadlines (31:13) - Systems and Automation (33:07) - Midyear Client Touchpoints (34:00) - Advisory in AI Era (35:21) - Automatic Penalty Relief (38:00) - AEP Tradeoffs Explained (42:36) - Key Changes for 2026 (45:59) - Business and Reporting Updates (48:50) - TAS Act Outlook (53:43) - Conference Plans and Farewell Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

IN this episode I spoke with Meyer Lansky grandson, Meyer Lansky II about his new book "The Lansky Lagacy: The Life and Letters of Meyer Lansky".  Written by Meyer Lansky's grandson, this definitive portrait of the legendary “Mob's Accountant” chronicles the singular life of the business entrepreneur who built a gambling empire, perfected money laundering, established a more efficient Mafia, and changed the course of organized crime forever—featuring never-before-seen personal letters, photographs, and firsthand stories.

How much frustration are you currently experiencing in your life?  Do you find most of this frustration stems from your professional life, or do you have just as much frustration or more in your personal life?  This has been coming up quite a bit with my clients lately, and I thought it would be good to dig a little deeper into the reasons why you are feeling so much frustration in your life.  There may be times in your life when you are okay with feeling frustrated, but I want to provide some help for you when you would really rather be feeling something other than frustration.  Ready to find out just how much frustration you are willing to put up with in your life?  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

QuickBooks Live is officially retired, and Alicia sits down with Dan DeLong and Matthew Fulton to unpack what replaces it: Intuit Experts, a narrower set of services built directly into QBO Simple Start and above. They walk through the new Books Check-In, Smart Expert Categorization, and Expert Books Upkeep offerings, how the accountant-attached toggle works, and why onboarding still applies to every new client regardless of status. They also dig into the Intuit ProPartner Accountants program launching in 2027 and what firm-billed versus client-billed accounts mean for who controls what.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotKick.co - http://uqb.promo/kick(00:00) - Welcome and Setup (01:12) - QuickBooks Live Ends (02:47) - What Makes an Expert (07:08) - Firm of the Future Article (11:03) - Who Intuit Experts Serve (13:41) - Pro Partner Matching Network (15:35) - Services Built Into QBO (17:31) - Breaking Down New Services (21:36) - Consent and Default Off (25:57) - Intelligent Onboarding (28:50) - Cross Sell and Workforce (34:18) - Do They Compete With Firms (38:16) - Marketing Toggle Recap (38:52) - Unknown Accountant Status Rules (40:17) - Overlap Services Confusion (43:52) - Onboarding Versus Suppression (45:52) - Where Controls Live (46:28) - Client Versus Firm Billing (49:55) - Expert Hub Visibility (52:51) - QuickBooks Live Rebrand (56:39) - Why Intuit Changed Course (59:42) - What To Do Now (01:05:11) - ProPartner And Suite Updates (01:06:40) - Wrap Up And Community (01:07:32) - Hosts Updates And Outro LINKSIntuit Experts Shift: https://www.firmofthefuture.com/product-update/intuit-experts-and-accountant-controls/Intuit Experts Onboarding: https://quickbooks.intuit.com/r/bookkeeping/quickbooks-onboarding/Alicia's upcoming classes:3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASDan's School of Bookkeeping blog on AI/Claude:Connect Claude to QuickBooks Online?: https://www.schoolofbookkeeping.com/blog/QBOClaude What Specifically can Claude do in QuickBooks Online: https://www.schoolofbookkeeping.com/blog/what-specifically-can-claude-do-in-quickbooks-online No, AI Isn't Coming for Your Bookkeeping Job: https://www.schoolofbookkeeping.com/blog/AIinAccounting1 The Blind Spots Automation Can't See (Yet): Where QuickBooks AI Still Needs a Human: https://www.schoolofbookkeeping.com/blog/AIinAccounting2 How to Become the Human Your Clients (and Their AI) Actually Need: https://www.schoolofbookkeeping.com/blog/AIinAccounting3 Schoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.com/ We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Hey there, I'm Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you're listening to this podcast, you're someone who makes big decisions and solves hard problems, and I have a resource that I'm excited to share with you. If today's topic about why so many people are trying to find confidence resonates with you, I'd love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email Info@FinancialAdventure.com and I'll personally answer any questions you have and send you all the details.  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The excitement of starting a small business can fuel the flame for your business for quite a while, but when you stop taking care of yourself and let your business pull you in various directions, burnout can start to set in, and you may find the passion you once had for your business start to smolder.  You want to be proactive in this area so that you don't find yourself with these feelings of burnout and potentially wanting to walk away from your business after you have put so much effort into getting it up and running.  After all, you had a good reason that you wanted to start your business in the first place, right?  Avoiding burnout can be done easily if you follow the tips referenced in today's podcast.  Each tip will help make sure you stay passionate about your business, which will allow your business to thrive and survive.  Whether you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant, make sure you take these tips to heart.  Burnout can happen easily and could happen at any time while starting or running your business.  Being aware of what causes burnout and what you can do to avoid it will not only benefit you, but your business will reap the benefits as well.  Listen in and find out what you can do to avoid burnout in your business…           Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

AWadd kicks off the second hour of the show sitting down with safety Jeremy Reaves. What has he experienced so far in training camp? Does he think he's on track to claim one of the starting spots? Plus insight into Jeremy Reaves himself on AWadd Radio! AWadd checks in with the running back room as after practice today RB Rachaad White stepped up to the podium to talk about his experiences so far in camp, his time playing with Jayden and the competition and camaraderie in the running back room so far! Play by play voice of the Hokies Bill Roth joins the show as he does every Wednesday at 1:30 to talk all things Hokies! Practice officially begins today, opening the book on the James Franklin era of Hokies football! What are the expectations for this team that is getting national attention as a playoff and top 25 contender? AWadd has had some time since staying back at his childhood home, and he has spent it watching some movies! He gives his review of the Accountant 2, Pressure and The Sheep Detective on Netclix! Tune in LIVE every weekday from 12-3 PM everywhere on the Audacy app and locally at 910 the fan and 105.1 FM for more AWadd Radio!!

Do you find yourself people-pleasing?  Do you understand what people-pleasing actually means and how doing it impacts your life?  If you find yourself constantly putting yourself last or putting other people's needs before your own, it's likely you are people-pleasing in your life.  Understanding people-pleasing and why you might be doing it in your life can bring such an awareness for you to begin making changes.  When you stop people-pleasing, you can literally change your life.  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

A west Belfast Accountant whose business was destroyed in an arson attack is blaming associates of a convicted death driver. Tim ‘Timo' Molloy says people close to Martin Olali Jnr, who is awaiting sentencing for mowing down a pedestrian and his pet dog in a hit-and-run, are to blame. Mr Molloy's office, which he lived above, was torched in May 2025 as he slept, he says thugs linked to has former friend meant to kill him. Martin Olali Jnr has admitted causing the death of Richard Boyle and his pet Jack Russell Junior in February 2021 by careless driving. Ciarán Dunbar is joined by Sunday Life's John Toner. Hosted on Acast. See acast.com/privacy for more information.

Hey there, I'm Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you're listening to this podcast, you're someone who makes big decisions and solves hard problems, and I have a resource that I'm excited to share with you. If today's topic about perfection slowing you down resonates with you, I'd love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email Info@FinancialAdventure.com and I'll personally answer any questions you have and send you all the details.  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Alicia sits down with Karla Uribe, Intuit's Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Guest Intro (01:15) - Karla Role and Motivation (02:48) - Why Intuit Accountant Suite (05:38) - Feedback Shaping Features (09:52) - AI in QuickBooks Reality Check (13:01) - Fitting IAS Into Tech Stacks (16:48) - Multi Platform Vision (18:43) - Switching From QBOA to IAS (23:21) - New Features and Pricing Window (25:10) - Books Close Overview (26:13) - Books Close Workflow Details (28:53) - Templates and Firm Standards (31:42) - Co-Building With Accountants (34:31) - Client Insights Pricing (36:16) - Inside Client Insights Dashboard (38:38) - Benchmarks And Niche Trends (41:02) - Avoiding Dashboard Overload (43:38) - From Compliance To Advisory (45:22) - Real Anomaly Detection Story (47:23) - Reliability Nail The Foundations (49:56) - Staying Updated And Changelog Idea (51:35) - AI Features That Change Firms (54:14) - Lightning Round Favorites (57:00) - Myths About Intuit Listening (58:26) - Wrap Up And Whats Next LINKSIntuit Connect ON: Firm of the Futurehttps://www.firmofthefuture.com/Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Intuit Connect Conference, Oct 26-28: https://www.intuit.com/intuitconnect/Dan & Alicia's deep dive into Books Close and IAS: uqb.show/130 Margie & Alicia pontificate about “ProAdvisor” vs. “ProPartner”: uqb.show/150Alicia's upcoming classes:3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Most business owners do not realize they have outgrown their accountant until the tax bill becomes impossible to ignore. The person who helped you when the business was small may have been perfectly fine at that stage. But as revenue, profit, assets, investments, and complexity grow, tax preparation is no longer enough. At a certain point, the business does not just need someone to file the return. It needs real tax planning. In this episode of Money School Elite, I sit down with Boris Musheyev, a tax strategist who works with seven-figure and multi-seven-figure business owners, to talk about the difference between having a tax preparer and having a tax advisor. Boris explains why so many business owners are introduced to "tax planning" too late in the year, why retirement contributions are not a complete strategy, and why your advisor needs to understand the level of income, complexity, and tax exposure you are dealing with. We also get into some of the bigger structural strategies business owners should understand, including real estate, short-term rentals, oil and gas, charitable giving, donor-advised funds, and the importance of choosing strategies that fit your actual business and goals.   About the Guest  Boris Musheyev is the owner of BORISMTAX, a tax and accounting firm specializing in tax planning and strategy for entrepreneurs and business owners. They use proven tax strategies to save their clients tens of thousands of dollars on taxes every year when implemented correctly. BORISMTAX personalizes each strategy to ensure that their client's family and business situation is thoroughly examined to maximize tax savings. Their team is made up of high-performing professionals who take diligence and care in every step of the process when handling clients' taxes. They believe that accounting is more than just being correct; it's being strategic, proactive, and maximizing tax savings. In our firm, we have one goal and one goal only: to commit to doing everything in our power to help our clients to LEGALLY reduce taxes and take home more of their hard-earned money. Free Training: save100know.com  Boris M. Tax: https://borismtax.com/ Boris Musheyev on LinkedIn: https://www.linkedin.com/in/boris-musheyev-cpa/   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast    

With a wave of accountants heading for retirement and AI reshaping the profession, is accounting still a smart career bet?  In this episode of the Balancing Act podcast, Andy speaks with Hugh Martin — founder of Procountancy and a CIMA Case Study specialist who prepares finance professionals in more than 45 countries to earn the CGMA designation.  Together they get behind the acronyms to management accounting itself — the “business partner” role, why a U.S. CPA might add the CGMA, and the human skills no algorithm can replace.  Tune in to episode 256 to hear why Hugh tells a nervous twenty-year-old that accounting is still worth it, how the CGMA builds the business acumen that earns a bigger seat at the table, and the two-euro rounding error he'd tell his younger self to stop losing sleep over.  AndrewTemte.com

Working harder than ever, but the money still isn't following? Here's the uncomfortable truth: the worst thing you can do to make more money is work more. The money was never in the hours — it's in your packages. This episode breaks down the duo-pricing shift that lets you charge two to four times more, shed the clients who drain you, and finally build a firm you actually like again. Summer's the time to start.…Link to full shownotes: https://www.businessstrategyforcpas.com/397…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

Christopher Derry spent 36 years working for the Los Angeles County Sheriff's Department, 17 as a detective in fraud and cyber crime. Over that time, he's seen a lot and learned a lot about why people commit fraud, how far they'll go to keep it going, and what they'll do to avoid being caught.SponsorsC&R Consulting - https://ohmyfraud.promo/cnr Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CEDownload the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email support@earmarkcpe.com.CONNECT WITH CALEBTwitter: https://twitter.com/cnewquistLinkedIn: https://www.linkedin.com/in/calebnewquist/

Recording credit card transactions in either QuickBooks Desktop or QuickBooks Online is pretty easy to do as long as you have the correct procedures in place to do it accurately.  Over the years, I have seen many different ways businesses have recorded their transactions and how quickly their financial reports can reflect inaccurate data.  Most times when I walk them through the correct way to record these transactions, they are amazed at how simple and accurate it can be.  In today's episode, I am going to walk you through one of the best processes for recording your credit card transactions and making payments in your QuickBooks file, all the way through saving your receipts and reconciling your credit card statement to ensure you have all your transactions accounted for.  I am also going to mention a few of the ways that I have seen businesses record their transactions so that you can see if you would benefit from this new process in your business.  Listen in today if you are tired of struggling to record your credit card transactions and you are looking for a solution to make it simple and accurate.  This episode is perfect for you if you are if you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant and you are either looking into or already using QuickBooks Desktop or QuickBooks Online…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode, Sai breaks down why he deliberately chose a services business over pure SaaS, how a human-in-the-loop model creates a defensible moat in a world increasingly disrupted by Claude and ChatGPT, and why acquiring books of business from retiring CPAs is one of the most underrated go-to-market strategies nobody is talking about. He also shares the three categories of SaaS he believes will survive the AI disruption — and why everything else is in serious trouble.If you're building in a high-stakes industry or trying to compete where trust is currency, this episode is essential listening.Key Takeaways4:12 – Guest intro: Sai Dhanak — two exits, four patents, from Caribou to Latch to Deduction4:33 – What shipping early and obsessing over design taught Sai about building products people want5:35 – The connecting thread across cybersecurity, IoT, and service design patents7:00 – Seven years at Latch: What going from seed to IPO really teaches you about scale7:45 – "More money, more problems" — why lean is a feature, not a constraint8:28 – The compounding risk of bad hires at scale8:57 – What Deduction actually does: AI-native H&R Block for a fraction of the price9:33 – Real-time example: How Sai's wife emailed a charitable donation to the AI agent mid-year12:38 – The deliberate bet on services over pure SaaS — and why it was the right call14:07 – The AI SaaSpocalypse: Three types of SaaS that will survive disruption16:27 – How the human-in-the-loop model works operationally (Deduction OS)20:04 – Why Sai left Latch right after the IPO — the mental playbook he was building22:00 – The co-founder advantage: Moving faster because you already trust each other23:33 – The fractional-to-full-time hiring model that built the team efficiently25:17 – The critical fork in the road: Full-stack tax firm vs. selling software to accountants28:00 – Why the B2B SaaS tax market is flooded and the personal accountant market is fragmented29:20 – The personal accountant market: 18B, fragmented, no dominant player except H&R Block32:00 – Why TurboTax and DIY tax software are getting eaten by ChatGPT and Claude30:00 – Email as the primary channel: The internal debate and why async won31:24 – Why email is more enduring than it looks — even for Gen Z32:23 – The trust premium of human touch in an increasingly AI world36:15 – The onboarding call insight: 15 minutes with a human = customers happily working with AI37:57 – Acquiring books of business from retiring CPAs as a go-to-market engine40:57 – The referral flywheel: Emailing taylor@deduction.com directly, no app required41:25 – What Sai would do differently: Start acquiring firms sooner; build partnerships earlier43:40 – Flat architecture, "everyone is a builder," and why the 1-person company is the wrong aspiration45:36 – The most fulfilling part of building a company is always the people46:10 – The question every founder should be asking: Do you love this problem enough to work on it for 10 years?Tweetable Quotes"The most interesting opportunity in the AI era isn't building tools that replace humans. It's building businesses that use AI to make humans dramatically better — while keeping the one thing AI can't provide: trust." — Jeff Mains"AI can process the data. But it can't sign its name to it. Can't sit across from a client and take the blame when things go wrong. That's still you." — Jeff Mains"The intelligence of AI with the trust of a human. That's Deduction." — Sai Dhanak"In an ever-increasingly AI world, the human touch will have an ever-increasing premium." — Sai Dhanak"People don't want to sit in front of a chat box doing their taxes. The whole point of having an accountant is so you can go do something else." — Sai Dhanak"More money, more problems. When you're lean and scrappy, you stay focused. Raise too much capital and focus becomes exponentially harder." — Sai Dhanak"Do you love this problem enough to still be working on it in 10 years? Not the trend — the problem." — Sai Dhanak"Every founder, when asked what the highlight was, says the same thing: bringing on amazing people who are now my friends." — Sai Dhanak"Trends fade. Trust doesn't." — Jeff MainsSaaS Leadership Lessons1. The three types of SaaS that survive AI disruption Sai identified a clear framework early: the only SaaS that holds value long-term are (1) businesses with hardcore integration moats you can't vibe-code (like Stripe), (2) ledgers and systems of record that are structurally difficult to disrupt, and (3) anything that requires a human liability backstop. If your SaaS doesn't fit one of those three, it's at risk.2. The human in the loop is a competitive moat, not a limitation Rather than chasing full automation, Deduction deliberately built a model where licensed tax professionals review, verify, and sign off on AI-generated work. That signature requirement — mandated by the IRS — is baked-in defensibility. In high-stakes industries, the human backstop isn't a workaround. It's the whole product.3. Ship early, obsess over design Going back to his first company, Caribou (sold to Mattel), Sai learned two lessons that still guide him: launch before you're ready to get real feedback fast, and invest heavily in design and experience. In an AI world where anyone can build anything, experience is what differentiates.4. Lean is a feature, not a constraint After watching Latch raise hundreds of millions of dollars and experience the chaos that came with it, Sai deliberately built Deduction as a lean, flat organization. The goal isn't a one-person billion-dollar company — it's high margins with a small team that can move fast, maintain quality, and stay culturally tight. Every hire matters exponentially more in a small company.5. Choose your channel based on operational reality, not trend The decision to lead with email over chat or SMS wasn't a legacy move — it was a strategic one. Email's async nature gave Deduction manageable response windows as an early-stage company while also matching the customer expectation: "I hired an accountant so I don't have to sit and do this myself." Build for your operational reality first, then open faster channels as you can guarantee the experience.6. Acquire instead of just acquiring customers One of Deduction's most powerful go-to-market moves is buying books of business from retiring CPAs. The market for small accounting firms is fragmented and surprisingly liquid — entire websites are dedicated to the sale of these practices. Instead of competing cold for customers, Deduction inherits trusted relationships already built. It's an asymmetric growth lever that most founders never consider.Guest Resourcessai@deduction.comhttps://deduction.com/www.linkedin.com/in/saayujhttps://x.com/SaiDhanakEpisode SponsorThe Futureproof Series - https://www.youtube.com/playlist?list=PLfkXKUPZ5xuOqMPR7_gzGybncTtavyR1NThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/https://jeffmains.com/books/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter - https://twitter.com/jeffkmainsFacebook - https://www.facebook.com/thesaasguy/Instagram - https://instagram.com/jeffkmains

Hermann Pretorius and Nicholas Lorimer discuss the news that Jacob Zuma is now the chief accounting officer of the MK party. They also discuss the Daily Maverick's writing on the DA and its relationship with Resolve Communications. Lastly, they discuss the Rule of law and law and order in SA. Website · Facebook · Instagram · Twitter

Roger and Annie cover a mid-year batch of tax updates: new Trump account reporting rules and gift tax relief, the tangled world of NIL taxation (including a court case over an influencer's courtside Lakers tickets and concert deductions), a new automatic penalty relief program, IRS online account updates, practitioner succession planning requirements, and fresh AI guidance for tax practice.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Links mentioned in this episodeChapters(00:00) - Podcast kickoff and travel (01:49) - Midyear tax roundup agenda (02:37) - Trump accounts reporting changes (03:40) - Gift tax safe harbor update (07:29) - ERC claim extension option (09:43) - NIL taxes and missing guidance (14:39) - Influencer deductions court battle (23:13) - Sports tax talk and big events (24:40) - Automatic penalty relief program (28:22) - Automatic Penalty Relief Concerns (30:06) - Tax Pro Account Benefits (31:56) - Online Accounts Going Mainstream (33:50) - Helping Clients With IDme (34:50) - Paper Checks and Digital Push (38:13) - Succession Planning Best Practices (43:32) - AI Guidance Under Circular 230 (48:12) - AI Fees and Due Diligence (50:12) - Minimum Standards for Preparers (51:22) - IRS Forums and Wrap Up Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

People experience anxiety in so many ways.  Most people try to avoid these feelings, but what if instead of avoiding these anxious feelings, you were able to experience your anxiety?  When you are able to intentionally feel your way through your anxiety, you will experience a much different situation.  Think about the last time you were feeling anxious.  Was it when you had to give a presentation, were you anxious about meeting your new boss, or maybe you felt anxious about getting everything on your to-do list done on time?  If you're ready to control how you feel about your anxiety so that you can have a more enjoyable life and start changing how you react to your anxiety, let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com

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Hey there, I'm Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you're listening to this podcast, you're someone who makes big decisions and solves hard problems, and I have a resource that I'm excited to share with you. If today's topic about how success means very little if your relationships suffer resonates with you, I'd love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email Info@FinancialAdventure.com and I'll personally answer any questions you have and send you all the details.  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Introductions (01:12) - Why Now You Know (02:58) - Community News Roundup (05:11) - Intuit Connect Details (05:41) - Product Improvements Poll (06:54) - Speed Issues and Router Tips (08:17) - Meaningful Improvements Wish List (10:34) - Bank Feed Matching Updates (13:54) - Dashboard and Shortcuts (16:18) - Reports and Sign In Changes (18:11) - AI Plus HI Services (19:39) - Accountants as Customers (22:35) - Intuit Experts Guardrails (27:47) - Auto On Billing Concerns (28:49) - Bank Feeds Expert Review (30:34) - Pricing Data Access Questions (32:34) - Accountant Suite Adoption Poll (34:13) - Multi Tab Workflow Upgrade (35:48) - Unified Inbox Portal (41:37) - Accelerate Firm Insights (45:35) - Accelerate Pricing Books Close (46:58) - Resources Training Wrap Up LINKSHandout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdfSign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Useful IAS resources:https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdfhttps://quickbooks.intuit.com/accountants/intuit-accountant-suite/https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

One of the questions I receive from my clients is how to transfer funds in QuickBooks Desktop, and QuickBooks Online.  Both have an extremely simple way to do this, but if you are unsure about how to do it, or you do it incorrectly, you could be causing your balance sheet and your income statement to reflect the wrong information.  Recording all your transactions is important to make sure your bank reconciliation goes smoothly.  Making sure each of these transactions is classified to the correct account will not only ensure your transactions are showing up in the correct accounts, but it will also make sure that your balance sheet and your income statement are accurate.  You don't want to overstate your income by recording a transaction that should have been a simple transfer from one account to another.  Today I am going to talk about how easily you can transfer your funds with one simple entry.  Listen in to this week's episode if you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant, and you are either looking into or already using QuickBooks Desktop or QuickBooks Online to make sure you are using this simple and effective way to easily transfer funds between accounts… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

What happens when businesses invite AI into the very workflows that define how they operate? And if AI can organize your finances, research tax law, and prepare a return in minutes, what becomes the human job? In this episode of Inside Job, Matt and Aaron open with a conversation about AI agents moving deeper into the workplace, what businesses may gain from that transition, and what they risk when they hand over their data, intellectual property, and operational knowledge. Then, Matt talks with CPA, professor, and firm owner Lori Hauck about how accounting has evolved from shoeboxes full of receipts to cloud software and generative AI, why trust remains the profession's greatest asset, and how accountants are becoming less like number crunchers and more like trusted advisors. As AI transforms one of the world's oldest professions, this episode asks a bigger question: When technology handles more of the work, what becomes uniquely human?

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEDon't miss an upcoming event with The Institute: https://geni.us/InstituteEvents2026Shop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://geni.us/Shop-Ware-Free-MonthTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros!Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingProsShop owners, are you ready to simplify your business operations? Meet 360 Payments, your one-stop solution for effortless payment processing.Imagine this—no more juggling receipts, staplers, or endless paperwork. With 360 Payments, you get everything integrated into a single, sleek digital platform.Simplify payments. Streamline operations. Check out 360payments.com today!In this episode, David & Lucas are joined by Brett Beitler to discuss the challenges and rewards of leadership in both family entertainment centers and the auto repair industry. Brett shares his experience in turning around struggling businesses, highlighting the importance of strong leadership, employee empowerment, and cultivating a culture of unreasonable hospitality. The conversation also explores the differences in leadership needs between industries, emphasizing the value of coaching, communication, and continuous personal growth for business success.00:00 Setting up automatic audio switching09:40 Inspiration to join preschool industry10:28 Expanding business in Houston16:37 Forming a Leadership Partnership23:16 Improving airport bathroom satisfaction27:04 Issues with Accountant and Bookkeeping35:00 Dealing with customer feedback40:18 Finding the Right Coaching Clients43:05 Practicing effective leadership skills53:33 Teaching Leadership to the Next Generation58:29 Empowerment in the Workplace01:01:37 Keeping up with rapid tech changes

Have you ever based a decision you were making on intuition?  Do you ever let your intuition guide you in life?  The basic definition of intuition is to understand something immediately, without the need for conscious reasoning.  When you fully understand your wants and needs in life, intuition can be something you rely on.  But what happens when you may not be in sync with what you really want in life?  Is it okay to trust or follow your intuition then?  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Hey there, I'm Chris Panek, Certified Public Accountant and Certified Coach, and I have something that will definitely make a difference in your life within the first 30 days of joining.  I know if you're listening to this podcast, you're someone who makes big decisions and solves hard problems, and I have a resource that I'm excited to share with you. If today's topic about why what if you actually had time to do what you want in your life resonates with you, I'd love for you to join me in The RE*INVENTION™ Process Private Coaching Program.  This is your next step toward feeling more in control, less overwhelmed, and finally enjoying a more integrated and balanced lifestyle again, and you can join today for just $297 per month.  Email Info@FinancialAdventure.com and I'll personally answer any questions you have and send you all the details.  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Podcast Welcome Guest Intro (00:45) - Off Brand QBO Shirt Story (01:36) - How We Met At Connect (04:24) - TWN Origins And Auditions (07:05) - TWN Disbanding Impact (09:03) - Layoffs And Career Shifts (12:43) - Product Design Mistakes (15:25) - AI Bottlenecks And Decisions (17:39) - Community Collaboration Shift (22:13) - Canada Vs US Accounting (24:29) - Canadian Community Leaders (25:21) - Inclusive Culture And Travel Plans (26:16) - Training Tour Across Canada (27:03) - Advice For Industry Change (28:48) - Getting On The AI Train (31:16) - Tech That Fades Into Background (32:21) - AI Apps And Workflow Value (35:25) - Making Tax Digital Future (40:05) - Life Updates And Where To Connect (43:36) - QuickBooks Hands On Training Pitch (45:24) - Final Thanks And Wrap Up LINKSReach out to Alison at https://www.linkedin.com/in/alisonball/Listen to our episode about Intuit layoffs: uqb.show/146July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

And can you do it without tanking your revenue?There's a consistent, counterintuitive theme from the clients I work with in the VIP Lounge: the more clients they disengage, the more money they make.Wendy Norman cut her roster in half, tripled her prices, and crossed a million dollars working 25 hours a week outside tax season. She also... 5x'd her take-home. Yeah.Four years of real numbers, a few "how dare you" moments, and a few clients she kept long past when she should have let them go. If you're buried and can't see the path out, this is an episode you don't want to miss.…Link to full shownotes: https://www.businessstrategyforcpas.com/396…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

The excitement of starting your very own business and the beliefs of your success are high when you are first starting your business.  You think about what you want to sell, how you will sell it, the marketing and just how much your business is needed in the marketplace.  You might have started an online business, you could be a course creator, you may have decided to be a small business coach, life coach, virtual assistant, bookkeeper, podcast manager or other service based or product based business.  Whatever the business you started, you were pumped and had no reason to doubt that your business will be anything but a big success.  But then something doesn't go the way you originally planned, and you begin to doubt if your business will be successful.  You wonder if you made a big mistake, or you may have self-doubt kicking in and you wonder if you are even the right person to have started this business in the first place.  We've all been there, but how do you keep up your positivity and belief that your business will be successful when you start having these doubts?  In today's episode, I am talking about what can happen when you have these doubts and what you can do to continue to not only believe in the success of your business but believe in yourself as well.  I want to make sure that you continue to hold on to that excitement you once had for your business and what you can do each and every day to make sure you don't lose that insight.  Listen in to today's episode, especially if you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant, and make sure you are following these important steps to ensure the continued success of your small business… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Roger and Annie preview Roger's upcoming NATP presentation, using ERC and the Kwong case as case studies for how firms can turn disruptive tax changes into revenue rather than just extra work. They walk through the mistakes made during ERC (delayed action, existing-clients-only focus, missed growth opportunity), the closing window on Kwong refund claims, and what firms need in place internally and externally to capitalize on the next unexpected change. The conversation closes with a candid take on AI's role in reshaping the profession, and why proactive communication, not tax return production, is where firms will keep their value.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Welcome Back Annie (00:50) - Previewing The Conference Talk (02:46) - Clients Want Advisory (08:09) - AI And The Future (10:03) - ERC Lessons Learned (15:16) - Tools For Fast Changes (17:29) - Marketing Beyond Clients (26:05) - OBBA And Data Mining (31:14) - Invest in Tech Stack (32:16) - OBB Client Communication (34:58) - Kwong Case Refund Window (39:29) - Data Mining and Online Accounts (41:45) - Communicate Even If Referring (46:18) - From Awareness to Action Plan (48:08) - AI as Drafting Assistant (49:39) - Future of Advisory Work (53:18) - AI Judgment and Pricing (58:08) - Wrap Up and Next Updates Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

We all have times in our lives where we feel discomfort.  When discomfort comes up for you, how do you handle it?  Are you afraid of feeling discomfort?  Are you able to move through your feelings of discomfort?  Are you willing to do the uncomfortable things in your life that cause you to feel discomfort?  Most of the clients I work with don't like the feeling of discomfort, and they find all kinds of different ways to avoid these feelings, but what I have found with so many of my clients is that the more they can choose to be uncomfortable, the more they are able to achieve the things they truly want in their lives.  Ready to find out how you can let feeling a little discomfort get you more in your life?  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Send us Fan MailWelcome back, everyone, for the conclusion of my interview with the FBI agent who transitioned from FBI Special Agent accountant to FBI SWAT sniper and bomb Tech. My guest on today's show, Barry Black, has been involved in investigating multi-million dollar crimes, from being a SWAT sniper at the Waco standoff, a bomb tech at the Oklahoma bombing, and 9/11. Let's get to know Barry. Barry joined the FBI in 1988 and was assigned to the Oklahoma City Division, where he primarily investigated complex financial crimes. Mr. Black served as an FBI SWAT sniper for several years, including a 51-day deployment to the Branch Davidian compound in Waco, Texas, in 1993. The following year, Mr. Black was certified as a Bomb Technician at the FBI's Hazardous Devices School. In 1995, he was a first responder to the bombing of Oklahoma City's Alfred P. Murrah Federal Building and remained a member of the OKBOMB Task Force. As the threat of terrorism grew, Mr. Black was assigned to the FBI's Joint Terrorism Task Force, where he worked with international partners in the global war on terror and trained highly specialized military and counterterrorism units in hostile regions around the world. Domestically, Mr. Black responded to the 1996 Atlanta Olympic bombing, the 9/11 World Trade Center attacks, the 2005 bombing at the University of Oklahoma, the bombing of a U.S. Air Force recruiting station, and, in a complex undercover operation, helped thwart a 2017 truck bomb attack targeting a major financial center in Oklahoma City. After retiring from the FBI, Mr. Black became an adjunct faculty member at the University of Central Oklahoma's Forensic Science Institute. He has served as a consultant, keynote speaker, and provided commentary for various national and international media outlets and documentaries. In 2026, his book, Hazardous Devices: Memoir of an FBI Bomb Technician, Accountant, and Sniper, was published by McFarland & Company.  Please enjoy the conclusion of my chat with an FBI agent who has had a law enforcement career that is the stuff of movies and books.  In today's episode, we discuss:·      FBI personnel being kicked out of a hotel in Waco to make room for a basketball team. ·      ATF handing over the scene to the FBI.·      Dealing with the child victims on the scene.·      The Texas Rangers' role in the aftermath at Waco.·      Who processed the crime scene?·      Barry responding as a bomb tech. A few years later, on April 19, 1995, Timothy McVeigh and Terry Nicholes used an improvised explosive device in a U-Haul that detonated in front of the Alfred Murrah Federal Building, killing 168 and injuring 800 people. ·      Barry's wife leaving the target building two minutes before the detonation of the bomb.·      9/11. What was his role as an FBI master bomb tech, and what effect did that have on you?·      His life after the bureau, as a teacher and author.·      David Koresh was a cult leader. How do you reason with this guy?·      His book, Hazardous Devices: Memoir of an FBI Bomb Technician, Accountant and Sniper.·      His thoughts on the current FBI.All of this and more on today's episode of the Cops and Writers podcast.Please visit Barry's website to learn more about him and his career.Head on over to my website! What's the craziest thing you saw when you were a cop?My first week on the job, a guy running at me with a butcher knife. He'd just killed his brother over the last hot dog.That's chapter 1. There are 33 more.Police Stories: The Rookie Years just launched - available on Amazon. Search 'Police Stories Patrick O'Donnell' or click thSupport the show

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKSNew QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907CAS Academy https://goakadian.com/cas-academyWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Ready for an S-Corp? Or have questions on how our team of attorneys can help your business save money? Book a call with our team HERE..Mark and Mat answer your questions on this week's episode of the Main Street Business Podcast. Submit your questions to be answered live at https://www.mainstreetbusinesspodcast.com/Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For  Small Business Owners On Main Street America:  Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohlerCraving more content? Check out my Instagram!