Podcasts about Accountant

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you're dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone's time — yours, your client's, and the prospect's. You'll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…Want Pricing Essentials?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 client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Two stories of people attempting to swindle Big Tech. SponsorsRoutable - http://ohmyfraud.promo/routableAssembly - http://ohmyfraud.promo/assembly 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:Verified pro-Nazi X accounts flourish under Elon Musk [NBC]U.S. v. Evaldas Rimasauskas [SDNY]Lithuanian Man Extradited For Theft Of Over $100 Million In Fraudulent Business Email Compromise Scheme Against Multinational Internet Companies [DOJ]Man Pleads Guilty To Phishing Scheme That Fleeced Facebook, Google Of $100 Million [NPR]Lithuanian Man Pleads Guilty To Wire Fraud For Theft Of Over $100 Million In Fraudulent Business Email Compromise Scheme [DOJ]Leader of Fraud Ring Sentenced [FBI]North Carolina Musician Charged With Music Streaming Fraud Aided By Artificial Intelligence [DOJ]US v. Michael Smith [SDNY]Spotify Paid Over $4.5 Billion to Music Publishers Over the Last Two Years, So Why Are Songwriters Struggling? [Variety]A Billion Streams and No Fans [Wired]Owner And Two Managers Of Health Care Practice Agree To Pay $900,000 To Resolve Allegations Of Medically Unnecessary Testing [DOJ]

We need to bridge the world of business ownership or your career with your personal development.  Taking the time to navigate the complexities of being a business owner or having a career while finding balance in your life is important, but when we start to add the complications of burnout, it really starts to leave you feeling exhausted, overwhelmed, and ready to throw in the towel.  The question I want to ask you when you start feeling this way is, should you quit at this point, or should you persevere?  In today's podcast episode, I talk about how burnout affects not only your work but also your personal life.  To make informed decisions about quitting anything in your life, you need to understand how your thoughts, feelings, and actions are intertwined with your results.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; you'll want to think about the common signs of burnout I discuss today and make an informed decision before making a decision to quit or persevere with something in your life… 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.

Join Aaron and Johann, experienced accountants and entrepreneurs, weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates.Every Monday from 8:30 am.Want to find out more:https://linktr.ee/asktheaccountant#ACCOUNTANT #PODCAST #BUSINESS✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b

Let me ask you a question.  What's a goal of yours that you think is impossible?  Maybe it's doubling your income without doubling your stress.  Maybe it's finally creating work-life balance that actually lasts.  Maybe it's something deeply personal like getting in shape, writing a book, starting a business, or stepping into leadership in a way that feels authentic instead of exhausting.  We all have that one goal that feels just out of reach.  The one we secretly want, but don't admit out loud because we're afraid of failing, or worse, we're afraid of disappointing ourselves again.  That's what I want to talk about today.  How to achieve more than you think is possible.  How to achieve your impossible goal, even when your brain is telling you that it's not possible.  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.

Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.

Voor zelfstandigen in bijberoep of startende ondernemers met weinig inkomsten zullen accountants of boekhouders niet aandringen om een vennootschap op te richten. Vanuit een fiscaal oogpunt wordt het bij meer inkomsten interessanter om een vennootschap op te richten. De belastingtarieven in de vennootschapsbelasting liggen lager (20 of 25%) dan in de personenbelasting (25, 40, 45 of 50%). Advocaten zullen altijd adviseren om meteen een vennootschap op te richten. Dat advies heeft niet zozeer te maken met belastingen, maar wel met aansprakelijkheid. Bij aansprakelijkheid denken wij aan foute en schade die we berokkenen, maar in het geval van ondernemers gaat het ook om insolventie. Als de onderneming failliet gaat, maakt het een wereld van verschil of de ondernemer een vennootschap heeft, of niet, en welke vennootschap. Met een vennootschap met beperkte aansprakelijkheid zoals een bv of een nv kunnen de schuldeisers van uw onderneming via een deurwaarder uw gezinswoning niet leeghalen op zoek naar hun geld. Zonder vennootschap of met een vennootschap met onbeperkte aansprakelijkheid kan dat wel. Ze kunnen zelfs de sleutels van uw woning opeisen, tenzij u via een verklaring bij de notaris deze op voorhand hebt veilig gesteld. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie. De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst. Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen. Onafhankelijk, relevant, telkens constructief en toekomstgericht. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.

What does it take to build a truly high-performance culture? In this episode of Find Grow Keep, Karen Kirton sits down with Peter Ristevski, also known as The 1% Accountant, to explore the mindset, hiring practices, and leadership principles that have helped him grow his firm across Australia and internationally. Peter shares how he's built a world-class team by focusing on mindset over skills, empowering his people to take ownership, and maintaining a strong culture across multiple countries. You'll hear about: 

For the final episode of the Employee Ownership Month series, Jason interviews with Chris Fredericks, President and CEO of Empowered Ventures. Jason and Chris both discuss the power of employee ownership and how it can help expand a business, attract talent, and build more resilient companies. Their conversation highlights company growth, finding competitive advantage through a company's culture, and why employee ownership continues to matter in an AI world. This episode is the last part of the podcast's four-part series recognizing the importance of employee ownership.

In this episode, join Tim and Johann, experienced accountants, bookkeepers and entrepreneurs, on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates.Weekly episodes every Monday from 8:30 am.Want to find out more:https://linktr.ee/asktheaccountant#ACCOUNTANT #PODCAST #BUSINESS✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b

Blake and David cover BDO's legal threat against Going Concern over independence questions, Crowe hiring an investment bank to explore private equity options, and Trump pardoning Binance founder after the crypto venture made his family richer than their entire property portfolio. Plus, tariffs create a paperwork nightmare for small businesses, accounting ranked 90th out of 100 best jobs, a film production accountant who embezzled $2 million for Vegas stays and sugar daddy payments, and the Supreme Court hearing arguments on whether Trump's tariffs amount to an illegal $3 trillion tax.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingChapters(00:00) - Welcome to the Accounting Podcast Live from Intuit Connect (01:16) - Top Story: BDO vs. Going Concern (05:02) - The Fraud Triangle and Independence in Accounting (08:21) - BDO's Response to Allegations (18:02) - Accountants Rank 90th Best Job in the US (19:38) - Stablecoins and Treasury Management (20:28) - Trump Pardons Binance Founder (24:29) - Positive Hiring Outlook in Accounting (25:41) - Impact of Trump's Tariffs (28:44) - Challenges for Small Businesses Due to Tariffs (32:46) - Workplace Friendships and Pay Cuts (34:35) - App News: Keeper Rebrands to Double (37:53) - AI Adoption in Accounting (45:25) - Fraud in Film Production Accounting (48:15) - Private Equity in Accounting Firms (50:49) - Conclusion and Upcoming Events  Show NotesA Message from CEO Wayne Berson to BDO USA Professionals https://www.bdo.com/insights/press-releases/a-message-from-ceo-wayne-berson-to-bdo-usa-professionalsAuditor BDO Cuts Jobs With Focus on Managing Apollo Debt https://www.bloomberg.com/news/articles/2025-10-11/auditor-bdo-cuts-jobs-with-focus-on-managing-apollo-debtAccountants Hold the 90th Best Job in U.S. News & World Report's 2025 Rankinghttps://www.cpapracticeadvisor.com/2025/10/27/accountants-hold-the-90th-best-job-in-u-s-news-world-reports-2025-ranking/171733/Accountant - Career Rankings, Salary, Reviews and Advice https://money.usnews.com/careers/best-jobs/accountantTrump pardons Binance founder Changpeng Zhao, aka "CZ" https://www.cnbc.com/2025/10/23/trump-pardons-binance-founder-cz-zhao.htmlThe Accounting Firm Weighing Private-Equity Ownership After Years of Ignoring Calls https://www.wsj.com/articles/the-accounting-firm-weighing-private-equity-ownership-after-years-of-ignoring-calls-8b7377fcCrowe Ponders PE Investment Amid Middle Market Firm Shake-Up https://news.bloombergtax.com/financial-accounting/crowe-ponders-pe-investment-amid-middle-market-firm-shake-upThe Disproportionate Effects of Declining Interest Within Different Accounting Fields: An Uneven Pipeline (CPA Journal)https://www.cpajournal.com/2025/10/22/the-disproportionate-effects-of-declining-interest-within-different-accounting-fieldsMovie Accountant Charged with Embezzling Nearly $2M From Indie Films https://www.cpapracticeadvisor.com/2025/08/12/movie-accountant-charged-with-embezzling-nearly-2m-from-indie-films/167240/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Introduction and Hosts (02:19) - Discussing AI in QuickBooks Online (07:16) - Exploring QuickBooks AI Agents (08:20) - Accounting Agent Deep Dive (25:37) - Bank Reconciliation Enhancements (35:36) - Payments Agent Overview (36:47) - Leveraging Customer Insights for Better Invoicing (37:24) - Maximizing Cash Flow with Late Fees and Reminders (38:09) - Personal Experiences with Payment Agents (50:31) - Finance Agent Overview (01:00:52) - New Navigation Tips and Tricks (01:03:58) - Upcoming Classes and Events LINKSDan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentsAccounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us Firm of the Future ArticlesAgentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/ Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/Accounting Agent Anomaly Detectionhttps://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_USFinance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US Dan and Alicia's Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% offAlicia's classes including the Accounting Agents:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's Upcoming Classes:Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Dan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentshttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of The Accountant's Flight Plan Podcast, we sit down with Jody Padar, known across the industry as The Radical CPA, to discuss how artificial intelligence is reshaping the accounting profession. Jody shares her journey from founding one of the first cloud firms in 2010 to working in tech startups like Botkeeper and now launching her newest venture, XcelLabs. Her mission is to prepare firms for 2030 by building AI-first practices that leverage automation to expand the capacity for empathy, client connection, and creativity in order to transform advisory work.Timestamps:00:00: Using AI strategically to enhance advisory work01:06: Jody's career journey and launch of XcelLabs04:00: PE capital, fintech, and aging leadership disrupting the accounting industry08:00: How money movement and tech are transforming accounting10:11: How to leverage AI to build deeper client relationships at scale13:20: PE-driven competition for top accounting talent14:26: Using AI to rewrite firm operations and scale15:24: ChatGPT, Claude, and creative thinking over automation23:20: Using AI for unbiased performance feedback27:35: Book Recommendation: Snake Oil: What Artificial Intelligence Can and Can't DoLink to full listing: https://poegroupadvisors.com/practice/sc2038/ Firm Highlights:- Young, energetic owner committed to staying 10+ years to run and grow the firm.- Selling 70–100% equity, with plans to offer key employees an ownership stake.- 3+ CPAs on staff and over 20 employees.- High-net-worth clients with strong loyalty and consistent referrals.- 78% of services tied to business clients.

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder what really happens between “starting from scratch” and “running on autopilot”?Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week. Hear the real story: the things that didn't pan out, the fixes, the mindset shifts, and what actually matters at each stage. It's the rare, unvarnished look at what a sustainable, calm practice really takes to build.…Link to full shownotes: https://www.businessstrategyforcpas.com/370…Want Pricing Essentials?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 client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Matt's website:https://www.mattchia.cpa/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Have you ever wondered if starting a business is right for you?  Starting a business is both an exciting and challenging endeavor, and recognizing the right time to start is crucial.  Determining the right time to start your own business can be a daunting decision.  In today's episode, I help you determine when you're truly ready to take the plunge into entrepreneurship.  I'm discussing five signs that indicate you're prepared for this journey.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; if you are not sure if you have what it takes to be an entrepreneur, or if you've already started your business, make sure you take the time to think through these signs so that you can bring your passion to life with the successful business you've been dreaming of… 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 welcome Alan Pinck, EA and moderator of Tax Talk Today, for a wide-ranging conversation about his transition from hospitality management to tax representation work. Alan shares war stories from the days of preparing returns by hand, explains why treating IRS auditors with respect yields better outcomes than adversarial tactics, and discusses the critical differences between examination and collections work. The conversation covers everything from ghost preparers and ERC problems to building a year-round practice, teaching strategies, and why the most important day of tax season is April 16th.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsConnect with Alanhttps://www.linkedin.com/in/alan-pinck-ea-1b29b66https://apincktax.com/ Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Introduction and Welcome (01:05) - Special Guest Introduction: Alan Pink (02:13) - Alan's Journey into Tax Profession (04:57) - Challenges and Anecdotes in Tax Preparation (13:09) - Representation and Audits (22:28) - Collections vs. Examination (29:12) - Current Issues and Credits (30:06) - Taxpayer Liability and Rule Changes (31:11) - Understanding Captive Insurance (33:35) - Advice for New Tax Professionals (34:33) - NAEA and Educational Programs (38:21) - Becoming a Tax Talk Moderator (41:36) - Challenges and Rewards of Live Shows (51:12) - Upcoming Speaking Engagements (53:19) - Final Thoughts 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.

You know that thing you've been putting off, the one that's been sitting on your to-do list for way too long?  Yeah, that one.  Maybe it's updating your processes, finishing that client project, or even something personal like cleaning out the garage or finally scheduling that doctor's appointment. Whatever it is, let's be honest, if you're procrastinating, it's not because you don't know how to do it. It's because of how you feel about doing it.  Today, we're talking about how to stop procrastinating and start following through, even when you don't feel like it.  Because procrastination isn't a time issue. It's an emotional management issue.  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.

In this episode, Nicole sits down with financial advisor Connie Williams of Edward Jones to explore what financial wellness really looks like for busy firm owners.  They discuss common behavioral money traps, how to build lasting financial security, and practical ways to prioritize your own financial health without neglecting your clients.  Whether you're just getting started or looking to optimize your retirement planning, this episode is packed with relatable insights and strategies. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

In this episode we explore what life is really like for leadership after a company becomes employee owned. Guest Kimberly McCourtney, former HR Executive of an ESOP company and currently the Peer Networking Manager at NCEO, shares her firsthand experience navigating the cultural and organizational shifts that follow the transition. Together, we discuss how leadership roles evolve when everyone has a stake, what an “ownership mindset” looks like in day-to-day operations, and why transparency and trust become the foundation for long-term growth. This thoughtful conversation offers a genuine look at the human side of employee ownership and is a must-listen for leaders in newly or soon-to-be employee-owned companies. 

0:00 - Cat mud butt. 4:00 - LIGHT RECOMMENDATIONS - “The Accountant”, “The Accountant 2”-----Executive Producers: Conner Dempsey • Dustin WeldonTheme Music by Dustin WeldonProduced & Engineered by Conner DempseyPowered by Zoom, QuickTime, Adobe Audition, & Adobe Premiere ProSpecial Thanks to Anchor FM (or “Spotify for Podcasters”, whatever)FOR ENTERTAINMENT PURPOSES ONLY. This is critique, protected under Fair Use.I DO NOT OWN THIS CONTENT. CONTENT IS IN THE PUBLIC DOMAIN.Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction to the Podcast (00:58) - ProAdvisor Community News (03:06) - Product Innovations: Modern Reports (11:09) - Payroll Corrections Updates (16:02) - Custom Client IDs in QuickBooks Online Accountant LINKShttps://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampConferences:https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.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/@UnofficialQuickBooksPodcast?sub_confirmation=1 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Robert Morgan (The Return): The Good Bastard Always Rises

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Think you're stuck with the clients you've got?You're not. This episode shows how your marketplace isn't fixed—it's something you can shape. Through three simple examples, you'll see how pricing, network, and positioning all affect who shows up at your door, and how to move your firm toward clients you actually want to work with.…Link to full shownotes: https://www.businessstrategyforcpas.com/369…Want Pricing Essentials?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 client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Over the course of Erik Lie's career, seemingly small decisions have transformed into defining moments. Everything from leaving his native Norway to study at the University of Oregon, to a squash partner's nudge that he pursue a career as a finance professor. But it was his choice of a research topic—executive compensation—that led to the most significant moment of all: uncovering one of the most explosive corporate scandals of the 21st century.SponsorsRoutable - http://ohmyfraud.promo/routableBluebook - http://ohmyfraud.promo/bluebookBuy Erik's New Book https://www.amazon.com/gp/product/B0DV4BLF8J?tag=randohouseinc7986-20Connect with Erik Liehttps://eriklie.com/https://www.linkedin.com/in/erik-lie-627a7351 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:On the Timing of CEO Stock Option Awards [Management Science]Does backdating explain the stock price pattern around executive stock option grants? [Journal of Financial Economics]He's Making Hay As CEOs Squirm [BusinessWeek via Wayback Machine]Erik Lie [Time 100 via Wayback Machine]Backdating Scandal Ends With a Whimper [NYT]Erik Lie [Iowa Tippie College of Business]Catching Cheats | Everyday Forensics to Unmask Business Fraud [Berret-Koehler]Meet the Fraud Professor: Daniel J. Taylor of The Wharton School [OMF] 

When you stay on top of your bookkeeping, you'll feel more confident and relieved knowing you have financial information you can count on to make smart business decisions.  When it comes to your business finances and particularly your bookkeeping, I often hear business owners who are feeling overwhelmed and stressed because their bookkeeping has started to pile up, and they feel behind.  I know this is the time of the year when most business owners realize they may have fallen behind in their bookkeeping, and they start to look for ways they can catch up before it is too late.  These feelings of stress and overwhelm can creep up on you as the end of the year and tax season start to draw near.  In today's episode, I am talking about tips for staying up to date with your bookkeeping.  It doesn't matter if you are staying up to date with your bookkeeping or if you've fallen behind; you'll benefit from the information in this podcast.  Now is the time to really look at your financial statements and make sure you end the year exactly how you planned…or at the very least, you can end the year so that you are knowledgeable about your finances, and you can take advantage of any end of the year tax planning.  You can certainly be strategic with tax deductions when you plan ahead, but if you wait until after the end of the year, it's pretty hard to go back and make any changes.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; I want you to know that if you have fallen behind in your bookkeeping, it's not too late to catch up, but don't put it off any longer.  I'm here to help you stay up to date with your bookkeeping starting today…   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.

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp Conferences: https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.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/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Episode 113 of Moments That Rock with tour manager, tour accountant, songwriter and founder member of Wang Chung Ian Lloyd Bisley sharing stories of his life on the road and in the studio Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever caught yourself thinking it had to be all or nothing?  Like, you're either doing everything perfectly or it doesn't even count?  Maybe it's that I'm either all in on this new habit or I've failed again.  Or I'm either working nonstop or completely checked out.  For so many accountants and high-stress professionals, this kind of black-and-white thinking feels normal, even productive. It gives us a false sense of control. But it's actually one of the biggest mindset traps keeping you stuck, exhausted, and constantly feeling like you're falling short.  Today, we're diving into how all-or-nothing thinking shows up in your life, why it keeps you from growing, and how to start breaking free so you can feel more balanced, focused, and proud of the life you're building.  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.

Making sales is great… but keeping money in your bank account? That's where most online store owners struggle. In this episode, we dive deep into the money side of your business — the cashflow leaks, the profit traps, and the small tweaks that can make a big difference to your bottom line. I'm joined by Matt Byrne, founder of Day One Advisory and an accountant who specialises in e-commerce. Together, we break down what every online store owner needs to know to run a financially healthy, profitable business. You'll learn:

In this episode, Nicole speaks with occupational therapist Mya Zavaleta about the transformative impact of nature-based therapy on children and families. With over 20 years of experience and a deeply personal connection to healing outdoors, Mya shares how nature, sensory rituals, and emotional safety can unlock calm, connection, and confidence in neurodivergent kids. You'll hear practical tools, real-life stories, and gentle ways parents can shift family energy by starting with themselves. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Fitz got fired. Visit Graybo's Sports Cards Website: Graybos.coFollow Graybo's on Instagram & TikTok: @Graybos_CardsEmail the Show: info@graybos.co Copyright of Graybo's Sports Cards LLC 2025.

In this episode. Makenzie interviews leaders from five diverse ESOP companies as they share their paths to employee ownership. Each organization offers a unique perspective on the transition process, the challenges and opportunities along the way, and the lasting impact ownership has had on their culture and performance. 

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:07) - Current Security Threats in QuickBooks Online (11:58) - Best Practices for Enhanced Security (18:26) - Implementing Backup and Alias Emails (22:01) - Using Limited Access Users and Company ID (25:24) - Best Practices for Admin and User Management (26:24) - Security Measures and Password Management (26:51) - QuickBooks Business Network: Pros and Cons (29:36) - Convenience vs. Security in QuickBooks Features (32:50) - Exploring Third-Party Apps for Enhanced Security (38:16) - Final Thoughts and Call to Action (39:25) - Upcoming Events and Conferences LINKSPrevious episode, Insecurity About Security, Aug 21, 2025: uqb.show/104Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20PollockSecure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4 Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Fraud is all around us, from pyramid schemes to spam phone calls. Illinois-based forensic accountant Kelly Richmond Pope writes about why people do it — and how we can better protect ourselves — in her book “Fool Me Once: Scams, Stories and Secrets from the Trillion Dollar Fraud Industry.”

Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you keep telling yourself you'll rest when the work is done?That time never comes. Rest isn't what you do after the work — it's what makes the work go well.This episode breaks down eight kinds of rest accountants need, how to get them, and why your firm runs better when you stop running on fumes.…Link to full shownotes: https://www.businessstrategyforcpas.com/368…Want Pricing Essentials?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 client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

Now that we are finding ourselves in the fourth quarter of the year, it's time to start wrapping up this year on a high note, and I'm here to guide you through the essential steps you should be taking in this last quarter.  If you are anything like me, these last three months of the year go by so quickly, and before I know it, January is here, the holidays are over, and it is back to business as usual again.  I try really hard to be as prepared as I possibly can be between both my personal life and my business during this busy time of the year, which is why I am covering what you should be doing in this fourth quarter early so that you can easily prepare for the end of the year.  If you want to go into the holiday season with less stress and overwhelm this year, being prepared in your business will be extremely important.  Being proactive will allow you to spend that extra time with your family and friends without feeling guilty about not working in your business.  In today's episode, I am walking you through some of the main items you should be thinking about during this last quarter of the year.  I'm helping you be proactive and stay on track so that you are able to not only close out your business this year with less stress but you'll also be able to enjoy your holidays and not be stuck at the office crunching numbers.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, let's make this the year that you are proactive in this fourth quarter so that you can truly integrate balance between your business and being at home with your family and friends this holiday season… 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 100th episode, we welcome two-time Oscar nominated cinematographer Seamus McGarvey, ASC, BSC. Seamus has shot films including High Fidelity, The Hours, Atonement, The Soloist, We Need to Talk About Kevin, The Avengers, Anna Karenina, Fifty Shades of Grey, Nocturnal Animals, The Accountant, The Greatest Showman, and Die My Love. In our chat, Seamus shares his origin story, about his longtime collaboration with Lynne Ramsay, insights into shooting on 35mm, and about the making of Die My Love. He also offers recommendations for the next generation of creators.“The Making Of” is presented by AJA:UDC-4K: More than just an average 12G-SDI and HDMI up/down/cross converterAJA's newest Mini-Converter boasts powerful 12G-SDI and HDMI 2.0 I/O, 4K/UltraHD/2K/HD scaling, frame sync, frame rate conversion, and more. Unlocking an expansive range of conversion possibilities, UDC-4K enables teams to get disparate sources into a common format and timing reference. Explore how UDC-4K solves some of the most common production and post challenges.TMO Presents…The Making Of “Halloween”: An Exclusive Evening with Dean Cundey, ASC, CSCWednesday, Oct. 29 | Los Angeles Join us in-person for a conversation with legendary cinematographer Dean Cundey, ASC, CSC as he discusses his work on the landmark horror film!ZEISS Cinema Showroom | 5:00 - 8:00pm PDTFree tickets available hereNext-Gen DIY Storage, UnleashedThe OWC Express 1M2 80G delivers over 6000 MB/s real-world performance using the latest USB4 v2 (80 Gb/s) interface, with Thunderbolt 5 compatibility for next-gen workflows. Choose a ready-to-run or DIY enclosure—upgradeable to 8 TB using NVMe M.2 SSDs. Its passive heatsink design ensures silent, consistent speeds, all in a bus-powered, palm-sized form factor. Explore hereIntroducing Ninja TX:Introducing Ninja TX, the all-new addition to the Ninja family. It's equipped with 12G-SDI and HDMI, so now you can monitor & record from any pro camera to ultra-fast CFexpress media or external USB-C storage. You also get built in Wi-Fi for C2C workflows and AirGluTM timecode for multicam projects, all in a lightweight, compact 5-inch form factor. Atomos Ninja TX is available for pre-order for only $999 at Videoguys.com. Learn more hereVimeo NYC Event:Thursday, Oct. 23 | Florence Gould TheaterA night of inspiring Vimeo Staff Picks + live filmmaker commentary!6:30pm Doors7:30 - 9pm Films + commentary 9:00 - 11pm Reception - free drinks + bites!Free Passes herePost|Production World NY 2025:We're proud to support Post|Production World NY 2025, October 22–23 at NAB Show New York. Join editors, filmmakers, and creators for two days of expert-led sessions in color grading, cinematography, workflows, and creative AI. Save 15% with code FMCP15. Get your pass herePodcast Rewind:Oct 2025 - Ep. 99…Advertise in “The Making Of” and reach 250K filmmakers, TV production pros, and content creators each week. For more info, email mvalinsky@me.com Get full access to The Making Of at themakingof.substack.com/subscribe

In this episode of The Accountant's Flight Plan Podcast, we sit down with Mike Schwarz, CEO of MyZone AI, to explore the evolving need for modern accounting firm leaders to adopt AI. In this episode, we discuss how AI is impacting the world and what the projected implications are for small business owners in every industry. There are some key strategies for implementing AI in this episode. We encourage you to learn about the ways it can help your business without becoming overwhelmed by it. Even just thirty minutes a day learning AI tools can add up to major advances in your accounting firm. Watch in the player above or listen through the player below to hear more!Timestamps:00:00-02:30: Introduction of Mike Schwarz03:10-06:45: Rethinking firm capacity and leadership challenges08:15-11:30: Building systems that balance efficiency and employee well-being11:40-13:10: AI as a catalyst for change in compliance and advisory work17:50-19:30: Leveraging AI for efficiency and expanding firm capacity23:15-25:00: Maintaining the human advisory touch alongside automation25:45-28:00: Leading through change and fostering trust in new tech28:00-29:45: The future of AI in predictive analytics and decision-making31:00-33:30: Advice for firm owners navigating transformation33:45-End: Closing thoughts and how to connect with MikeLink to full listing: https://poegroupadvisors.com/practice/sc2038/ Firm Highlights:- Young, energetic owner committed to staying 10+ years to run and grow the firm.- Selling 70–100% equity, with plans to offer key employees an ownership stake.- 3+ CPAs on staff and over 20 employees.- High-net-worth clients with strong loyalty and consistent referrals.- 78% of services tied to business clients.

Roger and Annie sit down with Blake Oliver, founder of Earmark, to cut through the AI confusion. Blake explains why AI is more like a brilliant Harvard-trained intern with amnesia than a tax professional replacement, sharing practical applications from document organization to quality control that can work in firms today. The conversation explores which AI tools are worth trying, why voice mode changes everything, and why tax professionals who start experimenting now are still early adopters, not late to the party.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 to Federal Tax Updates (01:19) - Guest Introduction: Blake Oliver (03:27) - Diving into AI: Initial Thoughts and Comparisons (07:58) - Understanding AI and Its Limitations (15:47) - Effective Use of AI in Accounting (21:41) - Choosing the Right AI Tools (24:49) - Security and Cost Considerations (30:46) - Best Practices and Pitfalls in AI Usage (33:17) - AI Struggles with Tax Complexity (34:34) - Human Verification in Tax Analysis (35:01) - AI's Limitations and Cost (36:29) - Misconceptions About AI in Tax (40:25) - AI's Role in Administrative Tasks (41:47) - AI in Quality Control and Research (43:26) - AI in Radiology and Tax (50:10) - Future of AI in Transportation (53:05) - AI in Manufacturing and Economy (56:17) - Adapting to AI in the Accounting Industry (57:21) - Conclusion and Final Thoughts Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with Blake Oliver https://www.linkedin.com/in/blaketoliverConnect 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.

Have you ever noticed that the moment you reach a certain level of success, you immediately start striving for more? That feeling like no matter what you achieve, it's just never enough? Or maybe you've found yourself, despite working hard to build something amazing, sabotaging your own success, which starts to drain your time, energy, and focus in ways that make you wonder, 'Why am I doing this to myself?'  If this sounds familiar, I want you to know that you're not alone. Many of my clients experience the exact same thing.  Whether it's with weight loss, building a thriving business, creating financial security, or achieving personal goals. The challenge isn't just in getting there; the challenge is in learning how to be satisfied with what you've earned and created,  without feeling guilty, restless, or compelled to push yourself into even more chaos.  So, how do you learn to truly appreciate your achievements, honor your hard work, and feel that sense of satisfaction, all while continuing to grow and thrive in your life? That's exactly what we're going to explore today.  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.

In this episode, Jason interviews Corey Rosen of the National Center for Employee Ownership. Corey tells Jason a story to unpack what employee ownership really looks like – the hopes, the doubts, and the decisions that define the first step of the journey. The episode is designed as an educational resource to make the concept of employee ownership approachable – simple, clear, and human. If you've ever wondered as an owner how to move from curiosity to confidence, this is a great place to start. 

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assembly(00:00) - Introduction: How Do You Know All This? (01:07) - Alicia's Origin Story: From Jewelry to QuickBooks (04:07) - Teaching and Technology: The Early Years (06:25) - Transition to QuickBooks: The Turning Point (11:29) - Building Expertise: From Troubleshooting to Training (13:35) - The Rise of Royal Wise: Adapting to COVID (25:45) - Staying Updated: Communities and Resources (31:14) - Conclusion: Sharing Knowledge and Upcoming Events Alicia's Upcoming Classes:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe 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/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks?In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have.I walk through the October Pivot, share a simple one-price, two-payment option you can deploy fast, and how to batch-test prices to find your price ceiling.Fewer clients, saner workflow, same revenue – on purpose.…Link to full shownotes: https://www.businessstrategyforcpas.com/367…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

A scrappy Flemish speech recognition company tries to put its hometown on the global tech map.SponsorsRoutable - http://ohmyfraud.promo/routableBluebook - https://getbluebook.com/(00:00) - A Pie to the Face (01:00) - Welcome to Oh My Fraud (06:00) - Welcome to Flanders, Belgium (07:30) - Meet the Founders: Jo Lernout and Pol Hauspie (09:30) - The Dream of Voice Recognition (15:12) - Going Public in a Crowded Market (17:42) - Creating the Flanders Language Valley (21:42) - Gaston Bastiaens and His Wine Cellar Wager (26:23) - Microsoft's $45 Million Investment (29:23) - The Philosophy of Pie Throwing (30:53) - Explosive Growth and Suspicious Numbers (32:53) - Dragon Systems and Dictaphone Acquisitions (35:23) - The Korean Revenue Mystery (38:23) - Wall Street Journal Starts Digging (42:17) - "I Lied About Everything" (43:47) - The Resignation and Bankruptcy (47:47) - The SEC Reveals the Fraud (49:47) - Criminal Convictions and Symbolic Justice (50:47) - Lessons Learned: Fake It Till You Make It (52:17) - What Happened to the Technology (53:47) - Closing Thoughts HOW TO EARN FREE CPEIn less than 10 minutes, you can earn NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for the Oh My Fraud channel. Register for the course, complete a short quiz, and get your CPE certificate.https://www.earmark.app/Download the app:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appCONNECT WITH CALEBLinkedIn: https://www.linkedin.com/in/calebnewquist/Email us at ohmyfraud@earmarkcpe.comSources:How Hype Hurt Lernout & Hauspie [Bloomberg via Wayback Machine]How High-Tech Dream Shattered In Scandal at Lernout & Hauspie [WSJ]Lernout & Hauspie Speech Products: Financing From Start-up through IPO [INSEAD, Herwig Langohr,  Benoit Leleux,  Danny Lein, July 2000, accessed on Sept. 16, 2025]Lernout & Hauspie Speech Products: The Question [INSEAD, Arnoud De Meyer,  Bart Pycke, January 1998, accessed on Sept. 16, 2025]Quarterdeck Office Systems [Wikipedia]Patent Is Won By Quarterdeck [NYT]Internet Hype Gives New Life to Quarterdeck Stock [LAT]Gaston Bastiaens [Apple.Fandom]Today in Apple history: Apple exec bets his wine cellar on Newton [CultofMac]Will Microsoft's Stake in Lernout & Hauspie Drive Growth in Speech? [Speech Technology Magazine]In Brussels, Gates Takes a Pie in the Face [Reuters via Wayback Machine]Bill Gates Being Hit in the Face With a Pie (1998) [YouTube]Noël Godin [Wikipedia]He Plasters Paris' Elite With Cream Pies [LAT]Bernard-Henri Levy Pied again in Belgium [YouTube]FM Interviews: Noël Godin [First Monday]Lernout & Hauspie Shares Drop Amid Puzzling Revenue Results [WSJ]Lernout & Hauspie Surges In Korea, Raising Questions [WSJ]Lernout's Bastiaens Will Step Down From CEO Post at Software Concern [WSJ]Lernout to Refile Financial Reports; Co-Founders Resign as Chairmen [WSJ]Lernout Files for Bankruptcy Protection, Says Cash at South Korean Unit Is Missing [WSJ]The Talk of Flanders Has Most Speechless [AP]Lernout & Hauspie Speech Products, N.V., Litigation Release No. 17782, Accounting and Auditing Enforcement Release No. 1648, October 10, 2002 [Securities and Exchange Commission]Lernout & Hauspie Speech Products, N.V., Litigation Release No. 18014, March 4, 2003 [Securities and Exchange Commission]Lernout & Hauspie Founders Guilty in Fraud [WSJ]Goldman Sachs and the $580 Million Black Hole [NYT]

Finding insights and strategies for streamlining your business operations and boosting your bottom line will include maximizing productivity with the workflows in your business.  Being efficient will save you time, and since we only have so much time each and every day, you want to make sure you are maximizing all the efficiencies you can in your business.  But have you ever thought that once you master your bookkeeping and other business workflows, you will also be creating a system that will be more accurate and reliable?  When you set up your workflows and follow them through, you will notice you are more organized, and you will even save time trying to hunt down paperwork that you know is in your office somewhere.  In today's episode, I discuss the benefits of finding a workflow system that works for your business. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, in most cases, you don't even need to spend any additional money to get your workflows set up, you just need to create your workflow system and stick to it.  Once you have this down, you'll see just how easy it is to delegate tasks and ensure everyone is on the same page when it comes to getting work done.  I want you to take a minute to think about what you could be doing with the extra time you gain by having efficient workflows 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.

How much time do you spend thinking about what other people are thinking, specifically, what you think they're thinking about you? I want you to be honest. How many times have you changed your behavior, dressed a certain way, bought something, or taken (or not taken) an opportunity because of what you imagined someone else might think?  Your parents. Your boss. Your kids. Your partner. A neighbor. That colleague at the office. Even strangers.  If you're like most of the accountants and professionals I coach, the answer is: a lot. And it's exhausting.  Today, I want to show you why this happens, why it never actually works the way you think it will, and how to free yourself from it using the exact tools inside The RE*INVENTION™ Process.  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.

In this episode of The CPA MOMS Podcast, Nicole Kehl and Mayumi Young introduce a framework that every CPA mom should know: the Four F's — Financial, Fitness, Firm, and Family. Mayumi walks listeners through a reflective self-assessment to help identify which areas of life are thriving and which may need attention. Whether you're building a business or balancing motherhood, this episode invites you to define success on your own terms and take the first step toward holistic growth. Enjoyed this episode? Join a network of like-minded women at http://cpamoms.com/start and get the support you need to build the practice you want.

Welcome to another empowering episode of the Building Your Money Machine Show! I'm Mel Abraham, your host, and today I'm pulling back the curtain on something I've learned after decades as a CPA and money mentor: wealth is not just predictable, it's climbable. After staring at more spreadsheets and tax returns than I care to admit, I can confidently say the math always maths out.In this episode, I break down every level of wealth—from financial struggle all the way to abundance and even the ultra-rich—so you can finally see where you are on the wealth ladder, what it feels like at each stage, and the concrete steps to move to the next level. Think of this as your real roadmap to financial freedom.This isn't about earning more just for the sake of it. True freedom begins when your money is working harder for you than you did for it. I'll walk you through the traps to avoid, the mindsets to adopt, and the specific actions to take at each rung of the ladder, including how to handle crises, build stability, achieve independence, and ultimately design your life with purpose and legacy in mind.IN TODAY'S EPISODE, I DISCUSS:The 7 Levels of WealthThe critical mindset shifts required to move up each rung of the wealth ladderEmergency funds, comfort funds, peace of mind funds, and how to use each as building blocksWhen to shift focus from saving to investingWhy most Americans are stuck in paycheck-to-paycheck modeThe keys to protecting your wealth as you growHow to transition from financial independence to freedomThe real meaning of wealthRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/Never Make These 12 Mistakes if You Want to RetireThe Real Cost of Pretending to be RichWhy Buying a Home is NOT the American DreamWhy Most Americans Never Escape the Middle Class TrapWhat Everyone Gets Wrong About FIRERECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:Never Make These 12 Mistakes if You Want to Retire: https://youtu.be/ifbBd9PH8cYThe Real Cost of Pretending to be Rich: https://youtu.be/D8DgveoFPEMWhy Buying a Home is NOT the American Dream: https://youtu.be/ERxc8qmfjlAWhy Most Americans Never Escape the Middle Class Trap: https://youtu.be/VBMqrkvvHrYORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com