Podcasts about Intuit

SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcoming Classes LINKSMentions in episode:  Alicia's Reconciling class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=539390  DanIntuit Accountant Suite: First Look - https://www.schoolofbookkeeping.com/blog/IASNewQBOA 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 

Senior executives are often told to focus on big-picture strategy while delegating the specifics of execution. But, according to Scott Cook, cofounder and former CEO of Intuit, smart leaders also spend time on the details of how the organization gets work done at every level, including the front lines. Working with Harvard Business School professor Nitin Nohria, he studied companies from Toyota to Amazon to better understand why hands-on leadership, from the CEO down, works and how to do it without micromanaging. They are coauthors of the HBR article "The Surprising Success of Hands-On Leaders."

Former CEO Of PayPal & TurboTax Is Using AI & Technology To Disrupt The Wealth Management BusinessName: Bill HarrisTitle: Founder, CEOBill's Book: https://a.co/d/aILiU0uCompany Name: Evergreen Wealth AUM: $100M AUM Website: www.evergreenwealth.com About Evergreen Wealth: Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine. Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas, and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more. About Bill Harris: Bill Harris is the Founder and CEO of Evergreen Wealth, a digital Registered Investment Advisor (RIA) delivering hyper-personalized, tax-optimized Dynamic Portfolios™ for high-earning professionals and affluent families, particularly those in high-tax states, helping them build long-term, generational wealth. A fintech pioneer with over three decades of leadership at the intersection of finance and technology, Bill has founded and led multiple companies that have become household names, reshaping how people manage, protect, and grow their money. Before founding Evergreen Wealth, he was the former CEO of PayPal, guiding the company through its launch and early growth; the former CEO of Intuit, where he oversaw the expansion of TurboTax, Quicken, and QuickBooks; and the founder of Personal Capital, which scaled to $23 billion in assets before its $1 billion acquisition by Empower Retirement.Beyond Evergreen Wealth, Bill has launched and scaled several other companies, including MyVest, PassMark Security, IronKey, and One Finance (acquired by Walmart in 2022). He has also served on the boards of Macromedia, SuccessFactors, Care.com, Yodlee, GoDaddy, Avalara and Business.com. Bill is the author of Investment Tax Guide: How to Slash Your Taxes, which emphasizes after-tax returns as the most critical measure of investment success, a principle that underpins Evergreen Wealth's approach to Dynamic Portfolios. Bill holds an MBA from Harvard Business School and a BA from Middlebury College.

"It seems irrational, and irrational behaviour is where drama lives, it's where comedy lives. It's where all the fun is." A communications tycoon built an empire turning airwaves into cash. Now, his son, long dismissed by his father, is fighting for control of the family business. Meanwhile, one shrewd public servant is determined to derail the company's billion-dollar takeover. Is this a plot point from season three of Succession? No! It's a Canadian story… and it's all true—mostly. Award-winning playwright Michael Healey joins to discuss Rogers v. Rogers, his new play based on the Alexandra Posadzki book of the same name.   Solve for X is back! The latest season of the MaRS podcast is exploring more world-changing ideas. Join journalist Manjula Selvarajah as she talks to the people behind the latest innovations in tech and science. Get a jump on the future. Listen to season 4 of Solve for X wherever you get your podcasts. -- The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related links: Purchase tickets to see Rogers v. Rogers. Exploring the city Google couldn't buy Canadians want competition. Our Competition Commissioner needs better tools to fight for it. Inside Anthony Lacavera's fight for Freedom Mobile Jesse Wente wants Canada to "tax the hell" out of Big Tech, but he's open to cutting deals

Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, these unfiltered voices reveal the growing tension between a company chasing innovation and the community that built its foundation. The feedback ranges from gratitude to frustration, but one message comes through clearly: the ProAdvisors who made QuickBooks an industry leader are feeling left behind.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:20) - Conference Recap and Key Questions (01:07) - Personal Reflections and Gratitude (02:15) - Addressing Criticism and Misconceptions (04:58) - Feedback from the Community (05:38) - AI and Future Features (09:21) - Concerns About Software Stability (11:00) - Call for Stability and Consistency (12:38) - Viral Facebook Rant (24:14) - ProAdvisors' Plea to Intuit (29:19) - Positive Feedback and Gratitude (32:52) - Upcoming Classes and Conclusion Alicia's upcoming classes: Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)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 TriMetric Roadmap Podcast, Scott and Jeff sit down with Mahesh M. Thakur, CEO of Decisive AI, to discuss how business owners can move from AI hype to AI results. Mahesh—one of the world's few Master Certified Stakeholder-Centered Coaches (MCC) and a former executive at Microsoft, Amazon, Intuit, and GoDaddy—shares how leaders can align their teams on a “True North,” integrate AI intelligently, and transform culture, execution, and bottom-line growth. You'll hear how 92% of AI investments currently fail, what separates the 8% that succeed, and how smaller companies can use AI to level the playing field with billion-dollar enterprises. ---- About Mahesh M. Thakur Mahesh M. Thakur is the Founder and CEO of Decisive AI, where he helps CEOs and leadership teams align on their True North and turn AI into ROI™. A former executive at Microsoft, Amazon, Intuit, and GoDaddy, Mahesh is among the world's top 0.1% of Master Certified Stakeholder-Centered Coaches (MCC). He's advised leaders at JPMorgan Chase, Meta, Google, Walmart, PayPal, and John Deere, helping them achieve measurable transformations—from doubling growth rates to cutting decision cycles by 40%. Connect: LinkedIn | Instagram | X (Twitter) ---- 1. What does “AI to ROI” mean? AI to ROI™ is Mahesh's framework for turning artificial intelligence investments into tangible business outcomes—revenue growth, cost savings, and cultural transformation. It blends technology strategy with human alignment. 2. Why do 90% of AI projects fail? Most fail because they lack a clear framework, leadership alignment, or measurable objectives. Companies often jump in due to FOMO, invest heavily, and never achieve integration or adoption that creates ROI. 3. Who should be investing in AI? Every business—from tech firms to law practices to construction companies—can benefit from AI. It's no longer limited to Big Tech; mid-market companies ($10M–$100M) can now compete on equal footing using accessible tools. 4. What is a “Test + Learn™” culture? It's a structured approach that allows organizations to experiment rapidly, measure outcomes, and scale only what works—turning innovation into a repeatable discipline. 5. How can small and mid-sized companies use AI effectively? Start by identifying one or two workflows where automation saves time or improves customer outcomes. Build simple pilots, collect data, and align leadership around shared metrics before scaling. 6. What is the “True North” concept in leadership? True North represents the organization's unifying direction—its mission, values, and goals. Mahesh helps CEOs and teams align on this so that AI and strategy serve the same purpose. 7. How does AI connect to leadership and faith? Mahesh believes great leaders must balance faith and data. Without alignment, AI becomes fear-driven. True mastery integrates wisdom, courage, and belief that technology should serve humanity, not replace it. 8. What's next for Decisive AI and Business Freedom Advisors? Scott and Mahesh announced upcoming collaborations to help business owners design both a Business Roadmap and an AI Roadmap for 2026. Follow BusinessFreedomAdvisors.com for updates. ----- Links & Resources Watch Full Episode on Fathom Connect with Mahesh on LinkedIn Learn More About Business Freedom Advisors Follow Scott Landis on LinkedIn Subscribe to the TriMetric Roadmap Podcast

Welcome to the daily304 – your window into Wonderful, Almost Heaven, West Virginia. Today is Tuesday, December 9, 2025. #1 – From WSAZ-TV - Marshall provides update for major new development Marshall University's "IDEA District" — formerly the Innovation District — is getting new momentum: a recently-presented plan includes buildings for firms like Intuit and Foundever, a planned hotel, an Advanced Manufacturing Center, and a new Welding & Robotics Training Center. Officials say the development aims to bring high-paying jobs to students and help keep graduates in Huntington, fulfilling the district's motto: "impossible doesn't exist anymore."  Read more: https://www.wsaz.com/2025/12/04/marshall-provides-update-major-new-development/ #2 – From WV SBDC - WV SBDC business coaches now cybersecurity certified All 17 of the West Virginia Small Business Development Center's business coaches recently completed the "North Star Cybersecurity Certification," equipping them to advise small businesses across the state on phishing, password security, malware, data privacy, and other cyber-risks. That means entrepreneurs statewide can tap no-cost coaching that now includes cybersecurity — a growing concern as small businesses face frequent attacks.  Read more: https://wvsbdc.com/all-west-virginia-small-business-development-center-business-coaches-now-cybersecurity-certified/ #3 – From SOUTHSIDE DAILY - List reveals 5 best places to stay in WV for nature lovers A new travel listing highlights five top-notch stays across the Mountain State — from mountaintop resorts and forested cabins to cozy small-town lodgings — that combine easy access to trails, rivers, and scenic landscapes. Featured stays include Canaan Valley Resort State Park, Blackwater Falls State Park, The Greenbrier, the area around Seneca Rocks, and Berkeley Springs — offering travelers a range from rugged-outdoors to resort-style comfort. Read more: https://southsidedaily.com/places-to-stay-in-west-virginia/ Find these stories and more at wv.gov/daily304. The daily304 curated news and information is brought to you by the West Virginia Department of Commerce: Sharing the wealth, beauty, and opportunity in West Virginia with the world. Follow the daily304 on Facebook, Twitter, and Instagram @daily304. Or find us online at wv.gov and just click the daily304 logo. That's all for now. Take care. Be safe. Get outside and enjoy all the opportunity West Virginia has to offer.

Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte's AI-made citations, EY's audit turnaround, PwC's end‑to‑end AI audit ambitions, and OpenAI's circular investment into accounting rollups. We also cover Xero's new auto‑reconcile, Intuit's small‑biz data ad play, and two practical wins: Google's shared inboxes and unexpected networking tactics for landing that first job.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casACFE - http://accountingpodcast.promo/acfeOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - Introduction and Podcast Overview (00:44) - Headline: Accountants No Longer Professionals? (02:18) - Department of Education's Proposal and Reactions (03:50) - Implications for Accounting Students and Professionals (09:28) - Deloitte's AI Work Swap Controversy (12:46) - EY's Audit Quality Improvements (20:56) - Economic Update: Tariffs and Job Market (34:02) - Circular AI Investments: A Closer Look (36:31) - AI Tools for Accountants: New Features (39:32) - Xero's New Pricing and AI Policies (49:13) - PWC's AI-Driven Audit Automation (52:39) - Google Workspace Shared Inboxes (55:49) - Dissolution of the Department of Government Efficiency (56:47) - Career Networking Tips for Accountants (01:01:16) - Outsourcing Talent: A Global Perspective  Show NotesDepartment of Education Accounting Professional Degree Classificationhttps://www.newsweek.com/full-list-degrees-professional-trump-administration-11085695 Accountants Inexplicably Deemed "Not Professional" Under OBBBA Student Loan Rules https://www.goingconcern.com/accountants-inexplicably-deemed-not-professional-under-obba-student-loan-rules/ Department of Education Unclassifies Accounting as a Professional Degree https://www.cpapracticeadvisor.com/2025/11/24/department-of-education-unclassifies-accounting-as-a-professional-degree/173875/ Deloitte allegedly cited AI-generated research in a million-dollar report for a Canadian provincial government https://fortune.com/2025/11/25/deloitte-caught-fabricated-ai-generated-research-million-dollar-report-canada-government/ Major N.L. healthcare report contains errors likely generated by A.I. https://theindependent.ca/news/lji/major-n-l-healthcare-report-contains-errors-likely-generated-by-a-i/ N.L. asks Deloitte to carry out review after 'incorrect' citations found in $1.6M provincial health planhttps://www.cbc.ca/news/canada/newfoundland-labrador/nl-deloitte-citations-9.6990216 OpenAI's investment into Thrive Holdings is its latest circular deal https://techcrunch.com/2025/12/01/openais-investment-into-thrive-holdings-is-its-latest-circular-deal/ Thrive-backed accounting firm Crete to spend $500 million in AI roll-up https://finance.yahoo.com/news/thrive-backed-accounting-firm-crete-130200467.html Crete PA plans $500 million spend to buy and upgrade accounting firms with AI https://www.accountingtoday.com/news/crete-pa-plans-500-million-spend-to-buy-and-upgrade-firms-with-ai OpenAI takes an ownership stake in Thrive Holdings to accelerate enterprise AI adoption https://openai.com/index/thrive-holdings/ Trump Tariffs: The Economic Impact of the Trump Trade War https://taxfoundation.org/research/all/federal/trump-tariffs-trade-war/ IEEPA Tariffs Are Down from April Threatshttps://taxfoundation.org/blog/ieepa-tariffs-rates-down-april-threats/Intuit SMB MediaLabs Audiences Now Available on The Trade Desk Platform https://investors.intuit.com/news-events/press-releases/detail/1288/intuit-smb-medialabs-audiences-now-available-on-the-trade-desk-platform-connecting-advertisers-with-small-and-mid-market-businesses Intuit SMB MediaLabs | Advertising Networkhttps://medialabs.intuit.com/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/AppleP...

Welcome to The Luminary Podcast with your host Annie Perry, multi-dimensional psychic channel, Akashic Records guide, and intuitive tarot reader. In this powerful Prosperity Tarot Reading, Annie opens a portal into the energetic codes of wealth manifestation, money boundaries, and the legacy you are destined to create.This episode channels a high-frequency transmission designed to help you rewrite your abundance blueprint, call in aligned prosperity, and fortify the energetic boundaries that allow money to flow effortlessly without draining your soul.

"It used to be that Silicon Valley was the kind of Mecca of the entrepreneur. What's happening is everyone has got the tools that used to be crowded in there. Now what we need to do is get the capital." Minister Evan Solomon sits down with C100 Executive Director Michael Buhr to discuss the country's future in AI and the feds' commitments to innovation. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently, and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related links: What's in #Budget2025 for Canadian tech? Canadian tech sees #Budget2025 as "about-face" from last government's stance on business Is SaaS dead? Tech leaders debate whether it's time for requiem or rebirth

This week, Jason is joined by Executive Vice President and General Manager at Intuit's Consumer Group, Mark Notarainni! Mark leads customer success and expert platforms for products like Credit Karma and TurboTax. Mark's story is a powerful example of long-term career growth and leadership evolution from his early days managing teams and customer experience to now overseeing global strategy at one of the world's leading financial technology companies. His career is built on a people-first leadership, what it takes to thrive inside a major organization, and the lessons he's learned about mentorship, career resilience, and defining success.  Mark opens up about his very first job at Baskin Robbins in high school and how those early lessons stuck with him throughout his career. He reflects on the pivotal decision that reshaped his professional path, the power of intellectual curiosity, and how he learned to stop being intimidated by others—remembering that everyone is “just people.” Mark walks through what a typical day looks like for him at Intuit, why staying close to the technology is essential, and how generative AI is transforming the way Intuit's Consumer Platform serves customers with speed, personalization, and scale. He touches on what causes him anxiety, the strict prioritization system he uses to manage his time, and why taxes represent the largest paycheck moment for many Americans. Mark also breaks down how Intuit's suite of companies helps consumers make smarter decisions around debt, tax returns, and the blend of human expertise and AI. He shares how customer-centricity guides every product improvement, where he recommends people begin their financial journey, and wraps with rapid-fire personal finance questions. Mark reveals all this and so much more in another episode you can't afford to miss! Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Guest: Mark Notarainni + https://www.intuit.com/ - includingCreditKarma.com and TurboTax.com, both of which are ready to help you make smart money moves ahead of tax season.  Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group  All Access: Free 30-Day Trial  Trading Secrets Steals & Deals!

Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consolidation tools. The episode also covers significant updates to the ProAdvisor program, which is evolving from annual certification compliance to a comprehensive firm-wide training system with new CAS learning pathways and team management features.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Overview (00:37) - ProAdvisor Community News (01:15) - AI Innovations and Bank Feed Updates (02:46) - Intuit Accountant Suite (09:08) - ProAdvisor Program Evolution (10:03) - New Resources and Tools      LINKSIntuit's Books Close Playbook: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=share_linkIn the Know Slides: https://drive.google.com/file/d/174IULR72dGxeFDXwRlG-qm7ZedgzZEft/view?usp=sharingAlicia's upcoming classes: QuickBooks Checking, Dec 9: http://royl.ws/cashflow?affiliate=5393907Running Reports in QBO, Dec 15: http://royl.ws/Reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)Advanced Reporting, Dec 16: royl.ws/advanced-reports?affiliate=5393907, Sponsored by Finatical's Flash Reports (https://finaticalsoftware.com/?utm_campaign=24527397-Royalwise&utm_source=royalwise)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 with Thom Shea, we cover:What makes someone truly “unbreakable”How to survive the worst day of your life, and what happens if you don't give upWhy “just doing the basics” is often the most advanced move you can makeHis life-saving experience during a firefight in Afghanistan that earned him the Silver StarThe Rule of Three; how simplifying complexity transforms business, health, and leadershipWhether you're leading a team or leading your own life, Thom shares insights that will challenge and empower you to show up—again and again—no matter what.

How fast will AI reshape marketing operations—and can leaders afford to sit on the sidelines? Host Clark Newby sits down with Tom Grubb, sales and marketing enablement consultant and former exec at Marketo and Intuit, to break it all down.In this episode of Tomorrow's Best Practices, Clark and Tom unpack what's happening right now in marketing operations and go-to-market strategy as AI moves from theory to daily practice. Fresh off MarketingPalooza, Tom shares what he heard from marketing ops leaders on the ground—from AI agents that can execute Marketo tasks to teams building their own custom agents for analytics and operations.They explore the real tension leaders face today: innovation versus risk. How much control is enough before trusting automation? When does playing it safe actually become the bigger risk? And what happens when your competitors move faster than your internal processes can keep up?-----CONNECT with us at:Website: https://leadtail.com/Leadtail TV: https://www.leadtailtv.com/LinkedIn: https://www.linkedin.com/company/lead...Twitter: https://twitter.com/leadtailFacebook: https://www.facebook.com/Leadtail/Instagram: https://www.instagram.com/leadtail/----0:00 – The Risk vs Reward of Adopting New Technology 1:03 – Welcome to Tomorrow's Best Practices + Guest Introduction 3:09 – Cutting Through Chaos With Data and Alignment 3:57 – MarketingPalooza Takeaways and the AI Pulse Check 7:33 – Where AI Is Showing Up in Marketing Ops Right Now 8:31 – AI Agents, Automation, and Building Your Own Tools 13:08 – Trust, Hallucinations, and When Automation Becomes Risky 17:09 – Marketing, Measurement, and Board-Level Expectations 22:44 – Defining What Marketing Success Really Means 29:37 – Life Outside Work and a Book for Boards and Marketers #b2bmarketing #b2b

During the chaos of the holiday season, is it possible for small retailers to turn their fragmented customer data into a perfectly timed, personalized marketing, or are they destined to just add to the noise? Agility requires not just collecting customer data from every channel, but having the insight and tools to act on it in the moments that matter most. It's the ability to translate a customer signal into a relevant experience, instantly.Today, we're going to talk about how small and mid-sized retailers can punch above their weight during the critical holiday season. We'll explore the challenge of turning fragmented customer data from online browsing, email clicks, and even in-store visits into a cohesive strategy that drives precision-targeted campaigns, creates loyal customers, and, most importantly, delivers measurable ROI in a complex, multi-channel world. To help me discuss this topic, I'd like to welcome, Diana Williams, VP of Product Management at Intuit Mailchimp. About Diana Williams Diana Williams is VP of Product Management at Intuit Mailchimp. She is a dynamic leader who excels at turning concepts into revenue-generating products in fast-paced environments. Her experience includes launching e-commerce and business platforms, with expertise in product strategy and accelerating high-quality product execution. Previously, she held leadership roles at technology startups and companies like Meta and eBay. She resides in the Bay Area. Diana Williams on LinkedIn: https://www.linkedin.com/in/dianalwilliams/ Resources Intuit Mailchimp: https://www.mailchimp.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Award-winning author and business executive Margaret Heffernan has written extensively about uncertainty. Her book Uncharted: How to map the future became an instant bestseller and featured on Bloomberg's Best Books of 2021 list. Her most recent book Embracing Uncertainty: How writers, musicians and artists thrive in an unpredictable world outlines how creatives use ambiguity to stimulate innovation and novel ideas. In this episode, Jen, Dom and Cat chat with Margaret to her views on the power of conversation. In ambiguous and chaotic work landscapes, convening group discussions to hear diverse perspectives and harness collective intelligence is a new leadership meta-skill.   About Margaret Heffernan Dr. Margaret Heffernan produced programmes for the BBC for 13 years.  She then moved to the US where she spearheaded multimedia productions for Intuit, The Learning Company and Standard&Poors. She was Chief Executive of InfoMation Corporation, ZineZone Corporation and then iCast Corporation, was named one of the “Top 25” by Streaming Media magazine and one of the “Top 100 Media Executives” by The Hollywood Reporter.  The author of six books, Margaret's third book, Willful Blindness : Why We Ignore the Obvious at our Peril was  named one of the most important business books of the decade by the Financial Times. In 2015, she was awarded the Transmission Prize for  A Bigger Prize: Why Competition isn't Everything and How We Do Better, described as “meticulously researched…engagingly written…universally relevant and hard to fault.” Her TED talks have been seen by over 13 million people and in 2015 TED published Beyond Measure: The Big Impact of Small Changes. In 2020, she published Uncharted: How to map the future, which quickly became a bestseller and was nominated for the Financial Times Best Business Book award, was one of Bloomberg's Best Books of 2021 and was chosen as the “Medium Best of the Best” business book. 2025 saw the publication of Embracing Uncertainty: How Writers, Musicians and Artists Thrive in an Unpredictable World, described as ‘a timely, insightful book….Heffernan highlights what it takes to excel in turbulent times.' In 2024, she was inducted into the  Thinkers50 Hall of Fame, in recognition of her lasting impact on management thinking.  She is a Professor of Practice at the University of Bath, Lead Faculty for the Forward Institute's Responsible Leadership Programme and, through Merryck & Co., mentors CEOs and senior executives of major global organizations. She chairs the board of DACS and is a parish councillor.   Find Margaret on LinkedIn: https://www.linkedin.com/in/margaret-heffernan-ab5205/ Margaret's website:                   https://www.mheffernan.com/ Margaret on Substack:             https://heffernanm.substack.com/ Margaret's TED talks: https://www.ted.com/talks/margaret_heffernan_the_human_skills_we_need_in_an_unpredictable_world https://www.ted.com/talks/margaret_heffernan_the_dangers_of_willful_blindness

During the chaos of the holiday season, is it possible for small retailers to turn their fragmented customer data into a perfectly timed, personalized marketing, or are they destined to just add to the noise? Agility requires not just collecting customer data from every channel, but having the insight and tools to act on it in the moments that matter most. It's the ability to translate a customer signal into a relevant experience, instantly.Today, we're going to talk about how small and mid-sized retailers can punch above their weight during the critical holiday season. We'll explore the challenge of turning fragmented customer data from online browsing, email clicks, and even in-store visits into a cohesive strategy that drives precision-targeted campaigns, creates loyal customers, and, most importantly, delivers measurable ROI in a complex, multi-channel world. To help me discuss this topic, I'd like to welcome, Diana Williams, VP of Product Management at Intuit Mailchimp. About Diana Williams Diana Williams is VP of Product Management at Intuit Mailchimp. She is a dynamic leader who excels at turning concepts into revenue-generating products in fast-paced environments. Her experience includes launching e-commerce and business platforms, with expertise in product strategy and accelerating high-quality product execution. Previously, she held leadership roles at technology startups and companies like Meta and eBay. She resides in the Bay Area. Diana Williams on LinkedIn: https://www.linkedin.com/in/dianalwilliams/ Resources Intuit Mailchimp: https://www.mailchimp.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Is your contact center ready to become a profit center? Agility requires not just adopting new technologies like AI, but also fundamentally rethinking how we structure our teams, measure success, and interact with customers. It demands a willingness to experiment, learn, and adapt quickly in a constantly evolving landscape. Today, we're going to talk about how artificial intelligence is revolutionizing the contact center, transforming it from a cost center into a driver of customer loyalty and revenue growth. To help me discuss this topic, I'd like to welcome Chang Chang, Senior Director, Product, Cloud CX Solutions at Cisco's Webex Customer Experience Solutions. About Chang Chang Chang Chang, Senior Director, Product, Cloud CX Solutions, Cisco's Webex Customer Experience Solutions.  Chang is a senior director of product management in the Webex Customer Experience Solutions business at Cisco. With over 14 years of product leadership experience, Chang has held key roles at Intuit and Mighty Audio (an early-stage startup), as well as a management consultant at PwC. Chang holds an MBA from UCLA Anderson. Chang Chang on LinkedIn: https://www.linkedin.com/in/changjonathanj/ Resources Cisco's Webex Customer Experience Solutions: https://www.webex.com/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

"The technology is there, and everyone loves cool technology, but it doesn't need to be a party trick. It needs to be something that's driving a meaningful business outcome, so pick your challenging problems."  OpenText's Shannon Bell (EVP, Chief Digital Officer & Chief Information Officer) explains how she rolled out AI systematically at one of Canada's largest tech companies. As OpenText embraces human and digital resource management, has it found a return on its investment? Let's dig in. Recorded live on the BetaKit Keynote Stage at SAAS NORTH. The BetaKit Podcast is presented by Uber Canada.  Uber Canada is helping to reduce drunk driving and make it safer to get around according to 87% of Canadian riders. Alcohol remains a factor in a quarter of crash fatalities on public roadways in Canada - and Uber Canada is working with MADD Canada (Mothers Against Drunk Driving) to bring that number to zero. With over 100,000 designated drivers on the road, Uber plays a vital role in this fight.  See how the impact is real.  -- The BetaKit Podcast is also presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work.

On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically to a changing profession. Current events — Intuit Accounting Suite launch Intuit opening a total of 600 on premises locations throughout the U.S. TV/Movie quote of the week — How to Train Your Dragon IT chapter 2 Excellent things we learned — These 14 colleges offer bachelor's degrees in AI—including one Ivy League school Notion Member spotlight — Auburndale Bookkeeping The Woodard Report article of the week — Setting Up a Business for Spouses: Steps to Take Thank you to our show sponsor, Brex! Brex accounting partners close clients books faster, earn rewards for referrals and attract new customers all on Brex. Brex's integrated platform provides numerous accounting automation benefits, which enable your accountants to focus on premium advisory services, help clients close the books faster and elevate the overall client experience. To become a Brex accounting firm, visit brex.com/partners/accounting to apply. Learn more about the show and our sponsors at Woodard.com/podcast

Queridos Curiosinautas, hoy tenemos un episodio ENORME

Today on our show:Walmart Plans a CEO TransitionCommerce Operations Foundation Critical to Our Common Agentic FutureIntuit's Announcement Makes it Clear: OpenAI Coming for Operating SystemsWalmart Earnings Call Important for Everyone to Understand- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Rithum.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

"In the beginning, we were like, 'this must be a scam' because with the way things move in Waterloo and Toronto, it seemed way too fast." A chance pitch competition connection took Colare co-founder Nain Abdi from Waterloo to Silicon Valley. He explains what pulled his company south, why his peers are eager to make a similar leap, and what (if anything) could convince him to return to Canada. The BetaKit Podcast is presented by QuickBooks on the Intuit platform, built to help Canadian businesses work smarter, more efficiently and make confident decisions. QuickBooks on the Intuit platform is an all-in-one connected business solution that leverages the power of artificial intelligence and human expertise to simplify how you run and grow your business. From managing cash flow and payroll to delivering personalized, proactive insights leveraging the power of AI agents, QuickBooks helps you spend less time crunching numbers and more time growing your business. Visit quickbooks.intuit.ca to see how Intuit QuickBooks can help you outdo the work. Related Links: Canadian tech looks to poach H-1B visa castaways as its own "ambitious founders" flee Socratica's IRL revolution is powered by the love of making Why Canada doesn't buy Canadian tech Canadian tech leaders tell the next generation to learn to say "no" at Homecoming

In this episode, Jamie and Jaeden discuss Intuit's significant $100 million deal with OpenAI, exploring the implications for financial software and AI integration. They delve into the impact of AI on tools like QuickBooks and TurboTax, the evolution of email marketing solutions like MailChimp, and the security concerns surrounding the use of AI in handling sensitive financial data. The conversation highlights the potential benefits and risks of AI in business, particularly in the context of taxation and financial management.Our Skool Community: https://www.skool.com/aihustleGet the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction  Show NotesComing soon!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

We open by tracking our video money and mocking the chef who quit Elon's "epic" bacon diner, before diving into the IN THE NEWS segment where plummeting crypto and Nvidia stocks confirm everything is a sham; we cover Bezos's new $6.2 billion AI flop, a sleeping Tesla Robotaxi driver, and why OpenAI's new school tools are a Recipe for Idiocracy with students who can't read; in MEDIA CANDY, we tear apart Disney's lazy Moana remake; THE DARK SIDE WITH DAVE we discuss Zork going open source and why movies just don't feel real anymore before CLOSING SHOUT-OUTS where we are mourning Mani from the Stone Roses, and wishing Bjork a very metal 60th.We start with a FOLLOW UP on our channel's performance, wading through the garbage pile of Monetization questions and Stats, including the scourge of Shorts—because apparently, that's what we do now. Speaking of people running from trouble, former Treasury Secretary Larry Summers is ditching his OpenAI board seat after a fresh batch of cringey Jeffrey Epstein emails surfaced. Meanwhile, the financial world is having a meltdown: Nvidia's Stock is Falling Again after its earnings report, exposing the fact that almost Yet Another Study Shows That Most Companies Aren't Making Any Money Off AI, and Bitcoin is Getting Absolutely Crushed Right Now, which we happily remind you will Trigger the Next Financial Crisis. Don't worry, Jeff Bezos will head a new engineering-focused AI startup because the world clearly needs more tech billionaires throwing money at things they don't understand, while Apple is reportedly getting ready to replace Tim Cook.The tech-bro corruption parade continues as a former DOJ official points out that Trump's Crypto Pardon of the Binance co-founder is exactly what it looks like, and Elon's pet AI, Grok Insists That Elon Musk Is More Physically Fit Than LeBron James and better at everything else, proving the bot has been sampling its boss's Adderall. Even though ChatGPT Achieves a New Level of Intelligence by finally letting you disable its em-dash addiction, companies like Intuit are integrating its tax and accounting products with ChatGPT—because who doesn't want an AI-powered tax audit? This all dovetails nicely with the news that OpenAI is launching ChatGPT for Teachers' right as students' math skills hit a low, leading to a literal Recipe for Idiocracy where elite college students Can't Read Books. The whole thing is broken, including Tesla's so-called Robotaxi, where a Passenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the Wheel. On a lighter note, we check out the new trailers for The Witcher S4, Frankenstein, and Project Hail Mary in MEDIA CANDY, and tear apart the absolutely unnecessary live-action Moana teaser, before mentioning the biggest drama launch on Apple TV, Pluribus.Next up is THE DARK SIDE WITH DAVE, where our tireless security guru Dave Bittner throws in some random facts, like Microsoft making Zork I, II, and III open source and videos on why the iOS Keyboard is Broken and Why Movies Just Don't Feel "Real” Anymore, and we discuss Thanksgiving plans. Finally, in CLOSING SHOUT-OUTS, we end with a shout-out to our generous PATREON supporters and PAYPAL/STRIPE donors, mourn the passing of Stone Roses and Primal Scream bassist Mani, and wish the incomparable Bjork a milestone 60th birthday.Watch on YouTube: https://youtu.be/tWM83ra7Qp8Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/723FOLLOW UPTesla Diner Chef and Co-Operator Quits to Open a Jewish DeliLarry Summers leaves OpenAI board, Harvard instructor role as scrutiny over Epstein emails intensifiesIN THE NEWSOops! Nvidia's Stock Is Falling Again After Its “Blowout” Earnings ReportBitcoin Is Getting Absolutely Crushed Right NowHow Crypto Could Trigger the Next Financial CrisisJeff Bezos will head a new engineering-focused AI startup called Project PrometheusYet Another Study Shows That Most Companies Aren't Making Any Money Off AIPassenger Alarmed When Tesla Robotaxi “Safety” Driver Falls Completely Asleep at the WheelMeta wins antitrust trial as judge denies that it's a monopolyApple is reportedly getting ready to replace Tim Cook as early as next yearFormer DOJ Official: Trump's Crypto Pardon Is Unprecedented CorruptionChatGPT Achieves a New Level of Intelligence: Not Using the Em DashGrok Insists That Elon Musk Is More Physically Fit Than LeBron James11 Things Grok Says Elon Musk Does Better Than AnyoneIntuit is integrating its tax and accounting products with ChatGPTOpenAI Introduces ‘ChatGPT for Teachers' to Further Destroy the Minds of Our Youth‘A Recipe for Idiocracy'The Elite College Students Who Can't Read BooksPornhub Begs Tech Giants to Verify User Ages on Their Device: ReportLondon thieves gave stolen phones back when they weren't iPhonesMEDIA CANDYThe Witcher S4FrankensteinPluribus is Apple TV's biggest drama series launch everSquid Game: The Challenge Season 2Mr. ScorseseThe American RevolutionMoana | Official TeaserProject Hail Mary | Official Trailer 2Goo Goo Dolls: NPR Tiny Desk ConcertTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingRIHC: Disney's Legacy, with Bob IgerMicrosoft makes Zork I, II, and III open source under MIT LicenseIt's Not Just You - The iOS Keyboard is BrokenWhy Movies Just Don't Feel "Real" AnymoreThe greatest space battle in Cinema history, and my personal favorite VFX shot. @ 7:07CLOSING SHOUT-OUTSStone Roses and Primal Scream bassist Mani dies at 63See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über den Gemini3-Effekt, den großen Umzug von Walmart und Europas besten Aktienmarkt. Außerdem geht es um AMD, Nvidia, Intel, Micron, Nokia, Siemens Energy, Gap, Intuit, PKO Bank, Orlen, Pekao, mBank, ING Bank Slaski, CD Project, Expat Poland WIG20 (WKN: A2JAHA), Amundi MSCI Eastern Europe Ex Russia (WKN: LYX043), PZU, Santander Bank Polska. Gratis-Zugang und Anmeldung zur Masterclass mit dem Eckert https://form.jotform.com/Product_Unit/masterclass-boersenweisheiten Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Abgesehen davon, dass die Wall Street in vielerlei Hinsicht nun Zeichen eines technisch überkauften Niveaus ausweist, werden die Futures durch die Worte von John Williams angefacht. Der Chef der wichtigen Notenbank von New York betont vor dem Opening, dass die FED im Dezember die Zinsen weiter senken kann. Die Risiken am Arbeitsmarkt seien größer als die Gefahr einer erneut aufflammenden Inflation. Das FedWatch-Tool der CME signalisiert nun eine 70% Chance einer Zinssenkung! Da die Sorge vor einer pausierenden FED zugenommen hat, wäre das Treibstoff für eine Jahresend-Rallye. Anleger sollten zudem nicht vergessen, dass das Forward KGV (basierend auf den Ertragszahlen der nächsten 12 Monate) von über 23 auf nun rund 20,5 gesunken ist. Was wir aktuell erleben, ist eine schmerzhafte Korrektur, mit vielen Sektoren des Kapitalmarktes nun innerhalb eines Bärenmarktes. Was die seit gestern Abend gemeldeten Ergebnisse betrifft, können die Aktien von GAP, Ross Stores und Intuit von den soliden Zahlen profitieren. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Google has launched its latest AI model, Gemini 3, which is designed to enhance multimodal processing capabilities by simultaneously handling text, images, and audio. This model, particularly the Gemini 3 Pro version, aims to improve the accuracy and reasoning capabilities of AI systems, positioning Google to compete more effectively with OpenAI in the consumer AI market. The introduction of Gemini 3 Pro is part of a broader trend where companies are increasingly integrating AI into their existing workflows, as seen with Intuit's incorporation of ChatGPT into its financial services, which seeks to streamline tax and accounting processes for users.OpenAI has also made strides with the release of Codex MAX, an upgraded version of its programming-focused AI model that reportedly executes coding tasks 27-42% faster than its predecessor while using 30% fewer tokens. This enhancement is expected to improve coding efficiency and cybersecurity by enabling long-horizon reasoning, which is essential for identifying vulnerabilities in code. Additionally, PIA has launched an Automation Hub, a marketplace for managed service providers (MSPs) to access pre-built automations, signaling a shift towards purchasing rather than developing custom solutions.The episode also discusses the evolving regulatory landscape in Europe, where proposed changes to the General Data Protection Regulation (GDPR) and AI laws aim to simplify compliance requirements. These changes could create ambiguity regarding the use of personal data for AI training, raising concerns about potential liabilities for businesses. The simplification of cookie consent policies is another significant development, which may shift responsibility to businesses for compliance with user preferences.For MSPs and IT service leaders, these developments underscore the importance of staying informed about AI advancements and regulatory changes. As AI becomes more integrated into business operations, the ability to evaluate and govern these technologies will be crucial. MSPs must navigate the complexities of compliance and operational efficiency while ensuring that clients are prepared for the implications of AI adoption, particularly in light of the ongoing challenges related to AI's performance in tasks such as mathematical calculations. Four things to know today 00:00 New AI Models, Embedded Integrations, and Automation Marketplaces Signal the Next Shift in How MSPs Evaluate and Govern AI Tools05:42 Europe Softens Privacy and AI Regulations as Cookie Rules Shift and High-Risk AI Deadlines Are Delayed08:51 AI Adoption Rises but Value Lags: Workforce Gaps, Model Failures, and Overhyped Expectations Confront IT Teams14:05 Huntress Expands Into Identity Security as N-able Adds CMMC Controls, Signaling New Expectations for MSP Discipline This is the Business of Tech.     Supported by:  https://try.auvik.com/dave-switchhttps://scalepad.com/dave/

We bring you all the action from a wild day in the markets. After Nvidia's strong earnings, shares were up 5% in early trading. But by midday, Nvidia was in the red, dragging the rest of the market with it. Paul Hickey of Bespoke and Schwab Asset Management's Omar Aguilar break down the market action. Earnings from Gap, Ross Stores, and Intuit set the tone for retail and software. New T-Mobile CEO Srini Gopalan on the sector's growing competition. Tony Wang of T. Rowe Price joins to look at tech's midday selloff and Nvidia. The nuclear-AI trade unwind with Fermi CEO Toby Neugebauer.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It has returned … and so have we! More than just a legal event, the General Counsel Conference East empowers today's legal leaders for growth, innovation, and excellence. Designed specifically for general counsel, legal executives, and industry professionals, the GCC East is the premier gathering that offers unique opportunities for learning, networking, and professional development.  With a description like that, combined with the fact that we've been there since year one of our launch, how could Legal Speak not be there doing live episodes.  This year, the conference moved to the beautiful Midtown Hilton in New York, a place we're quite familiar with, as it's been home to Legal Week for decades. In this episode, host Patrick Smith sat down with Stephanie Cherny, Director and Deputy General Counsel of M&A and Corporate Governance, Legal Solutions and Strategy at Intuit.   Host: Patrick Smith Guest: Stephanie Cherny Producer: Charles Garnar

We get into interesting topics like:Why communicating with human beings isn't logical—it's biologicalWhat Navy SEALs, elite surgeons, and business leaders all get wrong about stress and recoveryThe surprising ways trauma shows up in leadership, relationships, and performanceAnd the decisive importance of celebration in reprogramming the nervous systemWhether you're a high-performing executive or just someone looking to be free of your invisible walls, Tara's insight is not to be missed.

In today's MadTech Daily, we cover shifts for advertisers in 2026 media budgets, ChatGPT offering target shopping via OpenAI, and OpenAI striking a deal with Intuit for personal finance integration. We also discuss Meta being cleared of monopoly claims over Instagram and WhatsApp.

"If you don't drive, you will be driven," says Natasha Madan, the head of marketing at Intuit Credit Karma. "You have to play offense, you cannot be playing defense." That leadership philosophy has helped Natasha navigate from marketing candy brands at Nestlé to building Prime's brand strategy at Amazon, and now helping millions of people make financial progress. She believes marketers struggle to connect brand marketing with growth marketing, creating a gap that limits their impact. Today on Building Better CMOs, she and Marketing + Media Alliance CEO Greg Stuart discuss why marketing needs to bridge brand and performance, how understanding consumer psychology drives breakthrough creative, and why leadership means making tough decisions people may not initially like. They also explore the deep relationship people have with money, the power of AI-driven personalization, and why clarity is kindness in both parenting and managing teams. Full transcript This episode was produced and edited by Eric Johnson from LightningPod Follow Building Better CMOs in your podcast app⁠⁠⁠ Rate and review the podcast Natasha's LinkedIn Greg's LinkedIn

In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit's new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They're starting with AI — and they trust the answer.We cover:Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can't replaceThe Four Pillars of Trust in the AI eraHow narrative, positioning, and visibility determine who AI recommendsThis is not the end of the profession — it's the end of the old profession. Advisory-first firms will become the obvious choice. Here's how to thrive.

What does MLOps look like when you are deploying 22,000 models a month? Maddie Daianu, Head of Data and AI at Intuit Credit Karma, joins the Data Bros to pull back the curtain on one of the most high-volume data environments in FinTech. With a 100-person team serving 140 million members, standard data practices break down. Maddie shares how her team manages terabytes of daily data on Google Cloud and explains the massive strategic pivot they are undertaking right now: The move from "Information" to "Agency."

Plus: OpenAI and Intuit strike a multiyear partnership. And Lambda raises over $1.5 billion in its latest funding round. Zoe Kuhlkin hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this episode of Navigating the Customer Experience, we sit down with Ty Givens, the dynamic Founder and CEO of CX Collective, a consultancy known for building customer experience programs that scale while still feeling human. With a career that began at just 18 years old, Ty walks us through her remarkable journey from her first customer service desk at Office Depot to leading global teams and eventually launching her own company nine years ago.Ty shares how an early promotion into workforce management shaped her analytical mindset and laid the foundation for her future leadership roles. After years of being called in to “fix” support operations, she recognized that real transformation requires more than one person—it requires systems, collaboration, and a dedicated team. That realization became the catalyst for starting CX Collective.One of her greatest rewards today is witnessing the tangible results of her team's work—whether it's improving a help center's searchability or strengthening an AI knowledge base. Ty describes herself as results-driven and energized by project-based outcomes that create long-term value for clients.Ty also opens up about the emotional challenges of leading support teams. Early leadership training at Intuit, combined with her MBA in Organizational Leadership, helped her develop a grounded approach centered on emotional intelligence, inquiry, and humility. Recognizing her strengths as an operator rather than a novice-leader coach, she began developing CX playbooks—practical guides that help leaders navigate common challenges, from time management to launching AI programs. These playbooks have become both her most essential tool and a source of self-reflection.Ty talks about the importance of community, staying curious about industry trends, and the advantage of having worked inside many different organizations. She also shares the fiction authors who shaped her love for storytelling—Eric Jerome Dickey and Carl Weber—and why their writing continues to resonate.We also explore what Ty is most excited about these days: celebrating her niece's freshman year at Tuskegee University and being stretched professionally as she leans into marketing her playbooks to a broader audience—an entirely new frontier after years of organic, word-of-mouth growth.Ty closes the conversation with two powerful affirmations from her grandparents that guide her through adversity: “You can do anything you put your mind to,” and “Lace up your bootstraps.” These messages remind her to stay grounded, confident, and ready to face whatever comes.Connect with us on X @navigatingcx and join our private Facebook community, Navigating the Customer Experience.

Is private equity eroding the soul of the accounting profession? Blake and David unpack NASBA's PE task force, the BDO–First Brands meltdown, and why ‘appearance of independence' matters. They also break down the end of IRS Direct File, Intuit's TurboTax stores, the Supreme Court's skepticism of Trump tariffs, and a new IRS notices law. Plus: AI agents that fall for scams. Learn what these shifts mean for firms, auditors, and your clients this tax season.SponsorsRelay - http://accountingpodcast.promo/relay Cloud Accountant Staffing - http://accountingpodcast.promo/casBILL - http://accountingpodcast.promo/billChapters(00:00) - Welcome to The Accounting Podcast (01:16) - Viral Tweet and Personal Anecdotes (01:53) - Interview with Furloughed IRS Lawyer (05:45) - Government Shutdown Economic Impact (10:11) - Intuit's New Retail Stores and IRS Direct File Shutdown (14:30) - IRS Leadership and Controversies (17:28) - Trump's Pardons and IRS Math and Taxpayer Help Act (24:53) - Supreme Court Hearing on Tariffs (31:17) - Major Authority and the Power of the Purse (32:03) - AI Agents Falling for Scams (35:32) - NASBA's Private Equity Task Force White Paper (37:02) - Concerns Over Auditor Independence (49:10) - BDO and First Brands Scandal (01:02:35) - Wrap up and Final Thoughts  Show NotesLongest Shutdown in History Costs U.S. Economy About $15 Billion Each Week https://www.cpapracticeadvisor.com/2025/11/05/longest-shutdown-in-history-costs-u-s-economy-about-15-billion-each-week/172368/IRS tells states Direct File 'will not be available' in 2026 https://federalnewsnetwork.com/it-modernization/2025/11/irs-direct-file-will-not-be-available-in-2026-agency-tells-states/Intuit to open 20 brick-and-mortar TurboTax stores+officeshttps://www.accountingtoday.com/news/intuit-to-open-20-brick-and-mortar-turbotax-stores-officesSocial Security, IRS Leader Bisignano Panned After Fiserv Stock Tanks https://401kspecialistmag.com/social-security-irs-leader-bisignano-panned-after-fiserv-stock-tanks/Trump Tariffs Face Supreme Court Challenge From Chicago Toymaker https://www.bloomberg.com/news/features/2025-11-02/trump-tariffs-face-supreme-court-challenge-from-chicago-toymakerSupreme Court justices appear skeptical that Trump tariffs are legal https://www.cnbc.com/2025/11/05/supreme-court-trump-trade-tarrifs-vos.htmlAICPA Applauds the Passage of the IRS Math and Taxpayer Help Act https://www.aicpa-cima.com/news/article/aicpa-applauds-the-passage-of-the-irs-math-and-taxpayer-help-actFirst Brands founder accused of looting company https://fortune.com/2025/11/05/first-brands-bankruptcy-founder-allegations-patrick-james/Are Alternative Practice Structures in Private Equity Considerations and Questions for Boards of Accountancy (NASBA White Paper) https://nasba.orgMicrosoft Gave AI Agents Fake Money to Buy Things Online. They Spent It All on Scams https://decrypt.co/347709/microsoft-ai-agents-fake-money-buy-online-they-spent-scamsNeed 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

**Growing Wealth Gap:** As of the first quarter of 2025, thetop 10% of earners in the United States owned nearly two-thirds of thecountry's total wealth, while the bottom 50% held just 2.5%, according toStatista. Many young adults express a desire to save, but it'suncertain whether they are actually doing so. A survey commissioned byfinancial software firm Intuit in April found that 59% of Americans aged 18 to25 prioritize having a well-funded savings account. However, many arestruggling to achieve this goal. Among Gen Z adults aged 18 to 27 in the U.S.,only 15% regularly set aside a portion of their paycheck for savings, accordingto a Bank of America survey released last year. Additionally, less than half ofU.S. adults surveyed by Bankrate earlier this year reported that they could usetheir savings to cover a $1,000 emergency expense. **Richard McWhorter:** As Managing Partner and PrivateWealth Advisor at SRM Private Wealth, Richard McWhorter has established areputation for guiding high-net-worth individuals and families, includingathletes and musicians, through the complexities of modern wealth management.His approach is deeply personal, combining financial expertise with a genuinecommitment to philanthropy and the broader impact of wealth. Richard was named to the Forbes 2024 Best-In-State WealthAdvisors List, which reflects the trust and insight he provides to his clients.With 32 years of industry experience, including leadership roles at MerrillLynch and Smith Barney, he has navigated nearly every financial scenarioimaginable. Richard is dedicated to helping clients align their wealth withtheir personal values and has expertise in asset protection, estate planning,and creative fundraising for charitable causes. His perspective on how influential individuals in theentertainment and sports sectors approach financial planning, along with theintersection of money decisions, personal aspirations, and legacy building, isboth timely and relevant. Richard welcomes challenging conversations, as hebelieves they often lead to the best outcomes. For more information, visit: [SRM PrivateWealth](https://srmprivatewealth.com/)  LinkedIn: @RichardMcWhorter  

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 

Alicia Katz Pollock joins the show 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.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ 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

The managed service provider (MSP) market has surpassed $305 billion and is projected to reach $571 billion by 2033, indicating a strong trend toward consolidation within the sector. In the second quarter of 2025 alone, there were 92 announced mergers and acquisitions, as companies aim to enhance their cybersecurity capabilities and automate operations. Key areas of focus for leading MSPs include operations, talent, security, automation, and compliance, which are essential for navigating the current landscape. Notable transactions include Comcast's acquisition of Nitell and Telus Digital's acquisition of Garrent.Research indicates that while artificial intelligence (AI) investments are expected to rise, particularly in telecommunications for predictive maintenance and network optimization, many AI projects struggle to scale effectively. A recent study from the Remote Labor Index found that top AI models completed less than 3% of assigned freelance tasks, highlighting a gap between expectations and actual performance. Additionally, a report from Fortinet revealed that 87% of cybersecurity professionals believe AI will enhance their roles, yet a significant skills gap persists, with over 4.7 million positions unfilled globally.Further developments include Intuit's launch of its AI-driven system, Intuit Intelligence, designed to streamline decision-making for small business owners, and Adobe's introduction of Firefly Foundry, which offers customized generative AI models for branding. Service Leadership has also released a new benchmarking tool aimed at smaller IT solution providers, enhancing their financial reporting capabilities. These initiatives reflect a growing trend of embedding AI into everyday business tools, which MSPs must navigate.For MSPs and IT service leaders, the implications are clear: the market is maturing rapidly, and providers must adapt by tightening operations, investing in automation, and prioritizing compliance. As AI becomes increasingly integrated into existing systems, MSPs should conduct audits to identify where AI is already active and establish governance frameworks to manage these technologies effectively. The focus should be on leveraging AI to enhance service delivery while ensuring that human oversight remains a critical component of technology management.Three things to know today00:00 From “Digital Transformation” to AI Operations: The MSP and IoT Boom Signals a More Mature IT Services Era05:28 AI's Promise Meets Its Limits: Reports Expose Gaps in Skills, Safety, and Real-World Capability09:22 From Finance to Branding, AI Is Already Inside Your Clients' SaaS Stack — Whether You Put It There or Not This is the Business of Tech.    Supported by:  https://try.auvik.com/dave-switchhttps://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship

Many potential holiday shoppers and business owners who stand to benefit are showing preseason cheer, as they express their desire to buy gifts despite anxiety about the economy and inflation. Gene Marks shares details of the Intuit survey, as well as news about the AICPA pushing the IRS to deliver additional guidance on no tax on tips and overtime to clarify for business owners their responsibilities. He also talks about the Grinch-like behavior of predatory legal firms targeting small businesses with lawsuits over their website accessibility under the Americans with Disabilities Act. Listen to the podcast. Additional Resources Make Paychex an extension of your team: https://bit.ly/meet-paychex DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

What if sharing a car and knocking on doors as a student became the launch pad for a six‑figure business? In today's conversation, Steve welcomes Eric Fraser — once a rookie branch manager with the YEAA program (via Student Painters) and now the founder of PitStop Mobile Oil Change. Eric drops the story of how he and his brother shared one vehicle, hustled through logistics and cold‑calling, and eventually scaled a mobile oil‑change business to nearly $750K in revenue. They explore the mindset of radical responsibility, the value of early accountability, and how hard‑earned habits from a summer business translate into both corporate and entrepreneurial success. Listen now to avoid staying stuck in "what‐if" mode, gain a unique blueprint you won't read in textbooks, and commit to the kind of execution that turns ideas into action. Timestamped Highlights [00:01:15] – The ROTC‑to‑entrepreneur pivot: Why physics major Eric chose the summer business route [00:03:45] – How Eric and his brother ran one car, shared gas funds and built their first branch manager launch [00:08:45] – Why having "just one car" forced discipline, marketing, and accountability [00:14:51] – The journey from $60K in sales his first year to managing and mentoring a team [00:17:16] – The mobile oil change business idea: from Jiffy Lube job to fleet contract with 500‑700 oil changes/month [00:22:17] – Cold‐calling Avis/Budget fleet accounts: the prompt and process behind the break‑through deal [00:28:15] – The three big takeaways: start messy, delegate for leverage, radical responsibility wins [00:43:33] – What's next: "Messy growth year" 2025 and goal to build a ~$1M‑sale business in 3‑5 years About the Guest Eric Fraser is the founder of PitStop Mobile Oil Change, a growing mobile fleet and retail vehicle maintenance service with locations in Columbus, OH and San Diego, CA. A former branch manager with Student Painters/YEAA, Eric leveraged early leadership and sales experience to transition into data analytics and consulting roles (including at Booz Allen Hamilton and Intuit's QuickBooks division) before returning to scale his own business. His blend of operational discipline, sales grit and leadership mindset offers a rare blueprint for students, corporate professionals and entrepreneurs alike.

Have you ever closed your laptop at the end of a long day with a list full of checkmarks but the nagging sense that your business hasn’t actually moved forward? That frustrating gap between effort and progress is often a sign of a hidden issue: you’ve become the business bottleneck.  That frustrating gap between effort and progress? It’s more common than you think and often signals that you’ve become the bottleneck in your own business. According to Intuit’s 2024 Business Solutions Report, 51% of small business owners say they’re struggling to streamline operations to enable growth.  Instead of focusing on the high-value work that drives growth, you’re buried in maintenance tasks that keep you busy but not effective. I know this because I’ve lived it. In my early solopreneur days, I wore every hat—marketer, bookkeeper, client delivery, even Canva designer at midnight. Like many early-stage entrepreneurs, I was hustling hard — working late into the night designing graphics. It wasn’t sustainable. I was teetering on solopreneur burnout and didn’t even know it I told myself I was being productive, but in reality, I was slowing everything down. My business only began to grow when I stepped out of the bottleneck and into my CEO role. In this episode, we’ll unpack the hidden costs of doing it all yourself, how maintenance mode is stalling your growth, and the mindset shifts that free you up to lead — not just grind. By the end, you’ll see what’s really holding your business back and discover a path that allows you to grow without adding more hours to your day. Check out the resource mentioned in this episode: www.ceoamplify.ca/sprint **** Enjoyed this episode? Please share it with someone who would benefit. Also, don’t forget to rate and leave a review.  Your feedback not only means the world to me, but it also helps us reach more entrepreneurs like yourself who are ready to amplify their businesses. Questions? Comments? Want to share how this podcast has helped you? Let’s continue the conversation: Email: donna@ceoamplify.ca Facebook: https://www.facebook.com/donna.dube.96 LinkedIn: https://www.linkedin.com/in/donna-dube/ Subscribe to my email newsletter: https://ceoamplify.ca/#kedit_nbhts40zi

I’ve been talking with founders who used AI to build companies, but aren’t getting enough customers. I found the perfect person to show them how to grow. Neil Patel has been on the cutting edge of AI marketing. He’s going to show us what’s working for his customers and his company. At the end of the conversation, you’ll see the exact process his company, NP Digital, is using AI to scrape yellow pages, create custom offers, and get clients. Neil Patel is the co-founder of NP Digital, a global marketing agency serving clients such as Intuit, Canon, and Cartier. He's also the creator of the SEO platform Ubersuggest and a leading authority on digital growth, named a top marketer by Forbes and The Wall Street Journal. Through his work, Neil helps businesses combine AI, data, and marketing strategy to drive measurable revenue. More interviews -> https://mixergy.com/moreint Rate this interview -> https://mixergy.com/rateint

Episode 497 / Gretchen AndrewGretchen Andrew is an artist born in Los Angeles, United States, 1988 who lives and Works in London and Park City, Utah. She studied Information Systems and got a BS from Boston College, and worked for Intuit as a Software Engineer, Google as a People Technology Manager, and apprenticed with Billy Childish at his studio.She's had shows at Gray Area, San Francisco, Heft Gallery, NYC, Hope 93, London. FxHash, Berlin Art Week, Galloire, Dubai UAE,  Falko Alexander, Cologne, Germany, Annka Kultys Gallery, London, United Kingdom and many others.She's shown at fairs including 2025 Expo Chicago, 2024 Untitled Miami, Paris Photo (21C Award, solo presentation) and the 2022 Vienna Contemporary (solo presentation).She has lectured at the Tate Modern, the Luma Foundation in Zurich, the Mia Foundation in Dubai and the University of Chicago.

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