Podcasts about Intuit

Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year's best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant's take on Carvana's too-good-to-be-true margins.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncFutureViews System - http://accountingpodcast.promo/bezChapters(01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today's Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How the Rankings Work: Sample Size, Methodology & Office Variance (19:28) - Service Lines Compared: Tax vs Audit vs Advisory Satisfaction Trends (22:28) - Hours Worked Rankings + Do Hours Actually Drive Happiness? (25:04) - Where the Big Four Land: Satisfaction & Hours Benchmarks (26:51) - AI Disruption Debate: “Every PWC Webpage Is a $10B Startup” Tweet (28:47) - AI Startups vs QuickBooks: The SaaS Attack Cycle Restarts (29:55) - Hazel AI Shakes Wealth Management: Tax Planning at Scale (32:19) - Consumers Trust AI Money Advice + A Withholding/W-4 Use Case (35:11) - “Good Enough” AI: How Firms Can Productize & Review AI Work (36:38) - What Humans Still Do: Taste, Comfort, and Serving the Underserved (41:51) - Intuit & Xero Stocks Drop: CEOs Defend the Data-and-Trust Moat (45:11) - TurboTax Disruption? Building Tax Engines with AI Agents (46:52) - Vibe Coding Reality Check: Small Tools Now, ERPs Much Later (51:32) - Carvana Accounting Red Flags: When Margins Don't Add Up (56:04) - Wrap-Up: Big Four Transparency + CPE Credits via Earmark  Show NotesValentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/ Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/ AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/ Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai 82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026 https://www.tikr.com/blog/intuit-is-down-33-year-to-date-heres-where-the-stock-could-be-headed-in-2028 Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/ Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/ I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/ AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding What's actually driving Carvana's margins? https://www.cfo.com/news/whats-actually-driving-carvana-margins-ernie-garcia-drivetime-bridgecrest-zach-shefska-ray-shefska-/810911/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 sponsori...

Three Operating Principles from This Conversation 1. White space is now dynamic, not staticWhite space used to be analyzed every 18 months. Today, Ryan is seeing strategy cycles compress to quarterly—or even monthly—reviews. Not because leaders love churn, but because technology and culture are moving too fast for set-and-forget thinking.White space isn't always a massive blue ocean. More often, it's a small, highly specific intersection of your value proposition, your customer's real needs, and what you can actually execute well, right now. 2. AI works best when it supports judgment — not when it replaces itRyan offers one of the clearest, most useful frames I've heard for AI and small business:Don't ask AI for big, sweeping answers.Ask it a series of small questions you can common-sense check, and let those answers ladder up.This takes longer. It requires thinking. And it keeps humans in the loop.That matters because for a small business, one AI mistake isn't annoying; it's expensive. One missed email, one misrouted opportunity, one wrong automation can cost real money.Interestingly, Ryan is also seeing large corporations pull back from “AI everywhere” toward controlled automation and fixed workflows. The lesson? We're not at the point where we can responsibly turn everything over, and pretending we are is risky. 3. Community is now a strategic advantageRyan makes a compelling case that small business owners should be in their local business community at least once every two weeks, not to network performatively, but to gut-check reality, compare notes, and stay human.Some of the most valuable insights right now are coming from people with just a few years of experience, because they're in it, learning fast, and willing to share what's actually working.You never stop learning. And you don't need decades of experience to contribute. You just need a clear point of view and an open mind. The Bigger PictureDespite uncertainty, Ryan is seeing more optimism in business than he has in years. Not blind optimism, earned optimism.As he puts it, we have more control than we realized last year. But control only matters if we use it.This is a conversation about:Staying human in an increasingly automated worldUsing powerful tools wisely instead of stupidlyShowing up—locally, imperfectly, consistently—for the world we want to createWe're the ones we've been waiting for. Connect with Ryan EdwardsCamino Five: camino5.comRyan Edwards on LinkedIn: linkedin.com/in/ryanedwardsConnect with John Batesjohnbates.comexecutivespeakingsuccess.comlivelikealeader.show This episode makes no difference without you. If you enjoyed the show, please leave a five-star rating and share it with someone who's navigating leadership, strategy, or AI right now. That's how we learn from — and support — each other on the journey. Thank you! ----- Ryan Edwards is the co-founder of Camino5, a strategy consultancy built on a simple belief: insights create strategy and strategy creates growth.With more than 15 years of experience across digital, brand, and customer experience, Ryan's career began in web design and programming before evolving into creative and CX leadership roles. Over the last decade, his work has focused on understanding how people actually engage with brands across platforms, moments, and decisions, turning that understanding into strategies that move businesses forward.At Camino5, Ryan leads work through Paired Perspective™, the firm's approach to connecting customer behavior across a fragmented landscape. The goal isn't channel optimization in isolation, but strategic clarity that enables speed, alignment, and action.Ryan has partnered with global brands including Disney, P&G, NBCUniversal, Unilever, Chase, Nike, and Kaiser Permanente, as well as high-growth startups and emerging category leaders. His work has supported multiple unicorns, driven category-defining launches, and contributed to research that led to $20M-per-month business turnarounds.Ryan works with companies that believe strategy should create momentum and that growth starts with seeing the customer clearly. --------John Bates provides 1:1 Executive Communications Coaching, both in-person and online. He also gets 92+ Net Promoter Scores for his large and small group leadership development trainings at organizations like Johnson & Johnson, NASA, Google, Intuit, Boston Scientific, and many more. Find more at https://executivespeakingsuccess.com.Sign up for his weekly micro-trainings for free at https://johnbates.com/mini-trainings and create a great leadership communications habit that makes you the kind of leader who inspires trust, loyalty, and connection.

Send a textWe are in the ‘Intelligence Age' and the ‘humans versus AI' debates are everywhere. So, we thought we'd bring in an AI futurist and a leading voice in AI, digital transformation, and how AI will shape business, education and society. Meet Steve Brown, entrepreneur and former Google DeepMind and Intel executive who has helped brands like Bank of America, Lenovo, Nespresso, Cameco, and Intuit prepare for what he calls The Intelligence Age. Drawing upon his decades of experience in artificial intelligence and high tech to help leaders build winning AI strategies that fuel innovation, boost performance, and drive growth, Steve succinctly explains the radical global transformation with AI, in his book: 'The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation'Hit play for Steve's take on the AI ultimatum and key takeaways from his book. [2:46s] Genesis of Steve as an AI futurist[10:09s] On ‘The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation'[22:08s] On AI innovation, ethical AI, regulations [36:16s] Top 3 future trends in AIRWL: Steve's book 'The AI Ultimatum: Preparing for a World of Intelligent Machines and Radical Transformation'Connect with Steve on LinkedInConnect with Vinay on X and LinkedIn What did you think about this episode? What would you like to hear more about? Or simply, write in and say hello! podcast@c2cod.comSubscribe to us on your favorite platforms – Google Podcasts, Apple Podcasts, Spotify, Overcast, Tune In Alexa, Amazon Music, Pandora, TuneIn + Alexa, Stitcher, Jio Saavn and more.  This podcast is sponsored by C2C-OD, your Organizational Development consulting partner ‘Bringing People and Strategy Together'. Follow @c2cod on Twitter, LinkedIn, Instagram, Facebook 

Rosja nie zaatakuje NATO w 2026 r. – tak ocenia estoński wywiad, ale jednocześnie ostrzega przed długofalową modernizacją armii i 17-krotnym wzrostem produkcji amunicji. Co to oznacza dla Polski i wschodniej flanki?Sprawdzamy napięcie wokół regulacji MiCA – brak formalnego nadzoru w Polsce i rosnącą konkurencję państw UE o biznes krypto, z aktywną rolą Łotwy.Na rynkach: Wall Street lekko pod kreską po mocnych danych z rynku pracy, rentowności 10-latek w okolicach 4,18%, a Morgan Stanley wskazuje przecenione spółki software – Microsoft, Intuit, Salesforce, ServiceTitan, CCC Intelligent Solutions i Vertex – jako potencjalne okazje inwestycyjne.Analizujemy też⁠ sytuację JSW ⁠oraz⁠ 600 mln zł z Funduszu Ekspansji Zagranicznej PFR⁠ na wsparcie inwestycji polskich firm.PB BRIEF – gospodarka, rynki, geopolityka.Głosowanie na aplikację PB: ⁠LINK

Tom Proulx shares the story of how he co-founded Intuit and created Quicken in his Stanford dorm room in 1983 after a chance meeting with Scott Cook outside the engineering library. Proulx explains how they revolutionized personal finance software by focusing on what customers actually wanted: to save time on tedious tasks like bill paying and check register maintenance, rather than adding complex features most people didn't use. The conversation offers valuable lessons for financial education teachers, particularly around entrepreneurship, where Proulx emphasizes that perseverance is the #1 trait for success and stresses the importance of deeply understanding your customer rather than building what you personally want. Proulx also discusses how Quicken evolved based on user research (discovering half their users ran small businesses led to QuickBooks), the 1993 IPO and TurboTax acquisition, and his vision for AI-powered financial tools that could help people automate finances and tackle credit card debt more effectively.

OpenAI's twin initiatives to monetize ChatGPT's free tier through ads and launch the Frontier enterprise agent platform represent a shift in the AI provider's business model, with substantial implications for compliance and operational governance. Free and low-cost ChatGPT users will now see sponsored links unless they opt to reduce daily usage; only customers paying $20 or more per month retain an ad-free experience. OpenAI is concurrently marketing Frontier to enterprise clients such as HP, Intuit, and Uber, offering AI agent orchestration and deploying a team of consultants to support custom AI applications. The company projects enterprise revenue will constitute 50% of its income by year-end, up from 40% the prior month.Operating in both the consumer funnel and the enterprise layer, OpenAI combines top-of-funnel data monetization with vertical integration of services. The ad-supported free tier raises compliance concerns, as user interactions become subject to additional data collection and monetization. For organizations, this means enforcement decisions around whether and how employees may use free AI tools in regulated or sensitive environments. The more consequential development, however, is the introduction of enterprise agent orchestration through Frontier, where questions persist regarding liability, governance, production stability, and how organizations are protected from errors committed by autonomous agents.Related market movements include Anthropic's release of Claude Opus 4.6—which enables multi-agent collaboration with context windows up to 1 million tokens—and Microsoft's planned shift for Windows to a signed-by-default trust model. Anthropic's enhancements to agent functionality remain constrained by key gaps, such as conflict arbitration mechanisms, rollback procedures, and documented cost models, and the expanded context remains limited to beta testers. Microsoft's strategy to enforce signed apps by default mirrors iOS's approach to application trust, but its operational viability depends on how override mechanisms are managed by both users and IT administrators. Additional developments in backup, asset management, and AI governance (as seen with NinjaOne, JumpCloud, and Zoom) reflect a general trend towards increased integration and platform consolidation, though with ongoing gaps in security and compliance as AI adoption accelerates.The practical takeaway for MSPs and IT service leaders is the need to re-evaluate policies around free AI tool usage, invest in governance and auditability for enterprise AI, and prepare operational systems for stricter software trust and exception management requirements. Structural changes in software security and AI orchestration are transferring costs and risks from incident response to ongoing policy enforcement and exception handling. Those offering AI services should prioritize model-agnostic governance and avoid reliance on a single vendor's automation layer, as vertical integration by platform providers is reducing the defensibility of narrow service offerings.Four things to know today:00:00 OpenAI Adds Ads to Free ChatGPT; Launches Frontier Platform for Enterprise Agents04:07 Anthropic Ships Opus 4.6 Agent Teams; Model Found 500 Zero-Days in Testing06:43 Microsoft Announces Signed-App-Only Mode for Windows 11; Phased Rollout Planned10:19 NinjaOne Adds Asset Management; Zoom Launches AI Workspace Tool; JumpCloud Opens VC ArmThis is the Business of Tech.   Supported by:  CometBackup IT Service Provider University

In this episode of Digi-Tools in Accrual World, Indi and John react to the the latest accounting tech news shaping 2026. We break down Sage's impressive Q1 financial results and their aggressive move into "agentic" AI workflows with the new Sage Copilot for Operations. We also discuss the "feature-parity" battle as QuickBooks Online rolls out advanced inventory management to entice Desktop users to the cloud. Plus, we look at the sobering reality of AI ROI for CEOs and why high-quality data remains the biggest hurdle for "touchless" tax compliance. 00:00 Introduction and Exciting Changes Ahead 03:22 Sage leads blue-chip leaderboard after strong quarterly growth 06:54 Sage announces new suite of AI-powered capabilities within its Operations and Inventory modules 11:52 Sage partners with Augusta Labs to build out a new AI Centre of Excellence 16:09 Intuit introduces significant inventory management upgrades for QuickBooks Online users 20:42 Xledger integrates with Tessitura 24:10 Majority of CEOs yet to see financial payoff from AI 29:10 Thomson Reuters AI Updates 32:04 Finfluencer Deep Fakes 34:08 Close Out

On this episode, legendary copywriter Bob Bly revisits the show to share his perspective on AI in copywriting. For 4+ decades, Bob has been writing high-performance direct response copy for IBM, AT&T, Intuit, Forbes, Medical Economics, ITT, and dozens of other smart direct marketers, both large and small, who want to get more leads and […] The post 420: The Truth About AI Writing from Copywriting Legend Bob Bly first appeared on Persuasion by the Pint.

Software companies are in trouble. Or at least their stocks are. Salesforce is down 25%, and Intuit is down 31%, after startup Anthropic released a new tool sparking fear among investors that software companies are in danger of becoming obsolete. We'll learn more. Then, all kinds of cryptocurrencies are cratering in value, and we'll hear what it's like to be a small business in an anemic job market.

Software companies are in trouble. Or at least their stocks are. Salesforce is down 25%, and Intuit is down 31%, after startup Anthropic released a new tool sparking fear among investors that software companies are in danger of becoming obsolete. We'll learn more. Then, all kinds of cryptocurrencies are cratering in value, and we'll hear what it's like to be a small business in an anemic job market.

Alicia and Dan wrap up their three-part tour through the Intuit Connect Innovation Circle, covering everything from Intuit Enterprise Suite's construction-focused upgrades to MailChimp's QuickBooks integration and enhanced bill pay workflows. They discuss AI-powered project management tools, approval workflows that go seven layers deep, and how Credit Karma is now offering lending services directly within QuickBooks—plus why some features mentioned three months ago may have already launched (or been shelved entirely).SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts' Banter (00:45) - Intuit Connect Experience (01:37) - Intuit Enterprise Suite for Construction (03:24) - New Features in Intuit Enterprise Suite (08:04) - Challenges and Solutions in Intuit Enterprise Suite (15:12) - MailChimp Integration with QuickBooks (24:57) - Customer Hub Overview (29:19) - Exploring New Features in Online Bill Pay (30:18) - AI and Machine Learning in Bill Processing (33:46) - Bill Payment Speeds and Security Measures (37:20) - Accountant Tools and Client Management (41:03) - Recurring Invoices and Customer Dashboards (42:28) - Lending Options and Financial Products (47:09) - Upcoming Courses and Collaborations LINKSCustomer Hubba-Hubba (our episode about the new Customer Hub: www.uqb.show/107Alicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEPayroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe 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, we covered: 1) Pete's 4-part framework for modern leadershipPete lays out what he sees as “endemic” to great leadership today:Master cash flow (because nothing survives without it)Know whether you're a visionary or an integrator (and don't pretend you're both)Be the master motivator (the era of fear-based leadership is over)Own the culture (and use story as one of your most powerful tools to shape it) 2) Storytelling as culture-engineeringWe dig into why stories are more than “nice to have.” Stories become the myths that create the mythology of a company—how values become behavior at scale. And if you want to influence culture, yesterday was easier than today. 3) The next AI infrastructure shift: from training to inferencingPete breaks down the difference between:Training LLMs (building the model)Inferencing (asking the model questions in real time—what most people experience as “prompting”)Then he takes it further: the next wave isn't human inferencing—it's machine inferencing. Robots, cars, devices, sensors… constantly asking “what do I do next?” at massive scale. 4) Why “edge” data centers are coming backPete predicts we'll move away from only massive, centralized “mega” campuses toward distributed, high-performance data centers near the edge—“in every town,” similar to telecom “points of presence” in the 1990s. That's the strategic thesis behind Gray Wolf Data Centers.   5) The modern mystic: mind, body, and the inner gamePete shares a candid chapter of his own life—anxiety, therapy, CBT, and a pivotal lesson: don't make the events you can't control your “problems.” He connects this to resilience through sleep, health practices, and the belief that we can reshape the mind through neuroplasticity—and even how he sees us as “quantum beings,” responsible for how we observe and choose our reality. 6) A hopeful thesis: “good AI” vs “bad AI” + post-scarcityWe touch the fear many people carry (yes, I mention growing up in the Terminator era), but Pete offers a provocative counter: the way we beat bad AI is with good AI—models designed around human flourishing and shared broadly as a public service. He believes we're headed through disruption toward post-scarcity, and that our descendants will wonder why we didn't support each other sooner. 7) The closing leadership message: “we are all one”Pete's final note is the one that matters most to me: we're all connected—and we're here for each other. In my book, that's not just a spiritual idea; it's a leadership standard. ----- Resources Mentioned:Pete's company: Gray Wolf Data CentersPete's book: Living in Bliss: Achieve a Balanced Existence of Body, Mind and SpiritPete's site: PeteSacco.com (signed copies + meditation materials)Dr. David Burns: The Feel Good HandbookDan Sullivan: Who Not How (and other referenced works)Peter Diamandis: longevity reference ----- If you want to apply this immediately:Ask yourself: Am I the visionary or the integrator here? (And who do I need as my counterbalance?)  Choose one cultural value you care about—and tell a story that proves it.  If AI is making you anxious, zoom out: are you preparing for the training era, or the inferencing era?  ----- https://petesacco.comPete Sacco is a visionary entrepreneur, technologist, and modern-day mystic who blends conscious leadership with breakthrough innovation. As the founder of multiple ventures—including PTS Data Center Solutions, INTUVA, GRID7, InstaGuardIP, and Gray Wolf Data Centers—Pete has led transformative initiatives across AI, energy, blockchain, and digital infrastructure. His journey from electrical engineer to spiritual author and advisor reflects a rare fusion of high performance and inner awakening. Pete is the author of Living in Bliss: Achieve a Balanced Existence of Body, Mind, and Spirit, a guide for high achievers seeking fulfillment beyond success. A finalist for Ernst & Young's Entrepreneur of the Year, Pete holds a B.S. in Electrical Engineering from Fairleigh Dickinson University, and serves on the advisory board of its School of Computer Sciences and Engineering. Based in New Jersey, he helps purpose-driven professionals unlock clarity, vitality, and purpose—one system, one person, and one moment at a time.  --------John Bates provides 1:1 Executive Communications Coaching, both in-person and online. He also gets 92+ Net Promoter Scores for his large and small group leadership development trainings at organizations like Johnson & Johnson, NASA, Google, Intuit, Boston Scientific, and many more. Find more at https://executivespeakingsuccess.com.Sign up for his weekly micro-trainings for free at https://johnbates.com/mini-trainings and create a great leadership communications habit that makes you the kind of leader who inspires trust, loyalty, and connection.

Could AI wipe out half of entry-level accounting roles? Blake and David recount a brazen “courier scam” on David's porch to unpack how deepfakes and spoofed calls fuel today's fraud (“less than 10% can tell AI video from real”). You'll learn practical controls—family code words, approval workflows—plus hands-on AI updates: Claude's Excel plugin and desktop agent, Gusto payroll in ChatGPT, and a prompt that forces AI to ask clarifying questions and wait for “go.”SponsorsUNC - http://accountingpodcast.promo/uncEarmarkCPE - http://accountingpodcast.promo/earmarkOnPay - http://accountingpodcast.promo/onpayChapters(02:02) - Personal Fraud Story: A Cautionary Tale (03:35) - Elder Fraud and AI-Driven Scams (06:53) - AI's Impact on Fraud and Security (11:39) - AI Tools for Accountants (19:40) - Earmark: CPE for Listening to Podcasts (22:01) - AI's Threat to Entry-Level Jobs (27:11) - AI Agents in Payroll and HR (35:20) - The Future of AI in Blue Collar Jobs (38:18) - AI's Role in Government Efficiency (39:52) - Simplifying the Tax Code with AI (41:42) - Payroll Innovations and AI (49:18) - Intuit's Career Pipeline Program (51:24) - Xero's New Features and AI Integration (58:48) - Conclusion and Upcoming Topics  Show NotesAI fakery turbo-charging fraud, cyber attacks https://www.accountingtoday.com/news/ai-fakery-turbo-charging-fraud-cyber-attacksThe Turing Reel https://runwayml.com/research/theturingreelThe Adolescence of Technology https://www.darioamodei.com/essay/the-adolescence-of-technologyLong-term Fears Build As 60% of U.S. Workers Say AI Will Cut More Jobs Than It Adds In 2026 https://allwork.space/2026/01/long-term-fears-build-as-60-of-u-s-workers-say-ai-will-cut-more-jobs-than-it-adds-in-2026/ADP® Accelerates AI Leadership with Launch of New AI Agents Designed to Solve Workforce Challenges https://www.prnewswire.com/news-releases/adp-accelerates-ai-leadership-with-launch-of-new-ai-agents-designed-to-solve-workforce-challenges-302672772.htmlExclusive: Gusto launching payroll inside ChatGPT https://www.thisweekinfintech.com/exclusive-gusto-launching-payroll-inside-chatgpt/Trump DOT Plans to Use Google Gemini AI to Write Regulations https://www.propublica.org/article/trump-artificial-intelligence-google-gemini-transportation-regulationsIntuit Launches New Career Pipeline Program to Empower the Next Generation of Accountants in the AI Era https://investors.intuit.com/news-events/press-releases/detail/1296/intuit-launches-new-career-pipeline-program-to-empower-the-next-generation-of-accountants-in-the-ai-eraNeed 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/OvercastWant 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

En este episodio de VG Daily, Juan Manuel de los Reyes y Eugenio Garibay analizan cómo el último reporte de ADP reencendió el debate sobre la salud del empleo en EE. UU. y lo que eso puede implicar para el pulso de la economía. Desde ahí, conectan el dato macro con el tema que está dominando el sentimiento del mercado, el impacto de la IA generativa sobre los modelos de negocio del software.En el bloque central, revisan por qué acciones de software como Intuit y Adobe reaccionan a la baja ante el temor de que modelos como los de Anthropic aceleren la “comoditización” de ciertas funciones, presionando márgenes y poder de precios. Ese mismo miedo se traslada a firmas de crédito privado y alternativos como Blue Owl y Apollo, que enfrentan sensibilidad por su exposición a compañías de software y tecnología, en un contexto donde el mercado vuelve a mirar riesgos de refinanciamiento y concentraciones sectoriales.El episodio cierra con el reporte de AMD, resultados sólidos, pero recibidos con dudas por parte del mercado, reflejando que hoy no basta con “buenos números” si la narrativa de demanda de chips para IA, competencia y visibilidad de crecimiento no termina de convencer. El hilo es claro, empleo, IA y crédito se están mezclando en una sola conversación, y el oyente se lleva un mapa de por qué un dato laboral puede amplificar movimientos en software, alternativos y semiconductores en la misma semana.

“AI shouldn't replace judgment. It should amplify it.” As AI rapidly collapses product development cycles and accelerates decision-making, the margin for getting things wrong has never been smaller. Product leaders today are navigating faster launches, heightened customer expectations, rising concerns around trust and bias, and an increasing reliance on automated intelligence, while still being accountable for outcomes, accuracy, and long-term value creation. In this episode, Ajay Singh, Chief Product Officer at Pure Storage, joins Namita Adavi, Partner at Zinnov, for a candid conversation on what it truly takes to lead products in an AI-accelerated world, where speed is abundant, but judgment remains scarce. Ajay brings over 25 years of experience spanning Silicon Valley startups and global enterprises, having led technology and product teams through multiple waves of disruption, from the PC era and cloud revolution to today's AI inflection point. Drawing from his journey across Sun Microsystems, VMware, Hewlett Packard, and as a founder whose companies were acquired by BMC Software and Intuit, Ajay offers a grounded operator's perspective on how innovation actually scales. The conversation explores how AI is reshaping product management and customer experience, why biased outcomes often originate in data rather than models, and how product teams must move from feature-centric execution to outcome-driven design. Ajay also shares why the venture-driven startup model continues to be the most effective engine for innovation, even inside large enterprises, and why, despite all the technological change, leaders must continue to place their biggest bets on people. This episode offers a pragmatic view of AI as an enabler, not a replacement, where success is defined not by adopting the latest tools, but by building resilient teams, trustworthy systems, and products that deliver real customer outcomes. Tune in to hear: Why AI is compressing product cycles, but not eliminating accountability How product leaders can manage trust, accuracy, and bias in AI-driven systems Why product management is shifting from features to outcomes and behavior patterns How startup-style venture models can unlock innovation inside large enterprises Leadership lessons on judgment, competitiveness, and building teams that win Tune in to hear the full episode.

Bob Parsons is an American entrepreneur, philanthropist, and U.S. Marine Corps Vietnam War veteran. He earned the Purple Heart, Combat Action Ribbon, and Vietnam Cross of Gallantry for his service in Vietnam. After returning home, Parsons used the G.I. Bill to attend the University of Baltimore, graduating magna cum laude, and later received an honorary doctorate from the university. In 1984, he founded Parsons Technology after teaching himself computer programming, growing the company to nearly 1,000 employees before selling it to Intuit in 1994. In 1997, he launched Jomax Technologies, which later became GoDaddy, building it into the world’s largest domain name registrar and a global leader in web services. Parsons is currently the founder and CEO of YAM Worldwide, overseeing a diverse portfolio of businesses that includes PXG (Parsons Xtreme Golf), real estate, marketing, finance, and hospitality. Alongside his wife, Renee, he co-founded The Bob & Renee Parsons Foundation, supporting causes such as veteran assistance, education, medical care, and homelessness. He is also the New York Times bestselling author of Fire in the Hole!, which chronicles his journey from combat veteran to successful entrepreneur.See omnystudio.com/listener for privacy information.

Key Takeaways from this EpisodeYour digital presence is portable. You may not stay at one company for 30 years, but your platform goes with you — and it compounds over time.Social is a “rented” platform (this is a brilliant point!). Think owned, earned, paid — and rented. Algorithms change, and you don't control the land you're building on.Brands are losing lift; leaders are gaining it. At Qualcomm, Jess saw corporate campaigns decline while executive voices gained traction — because people want a human point of view.LinkedIn is no longer just a resume. Jess shares why it's become a writing platform and an editorial home for experts — not just job seekers.Pick 3–4 narrative themes and repeat them. The strongest executive brands aren't random — they're built on an editorial strategy that consistently returns to a few clear territories.Your voice matters (especially now). Many leaders think they have “nothing to say,” but your experience and point of view are valuable — and the world needs more constructive voices. Addressing Relevant IssuesAlgorithmic amplification and polarization: We discuss how feeds shifted away from chronological and toward “what keeps you engaged,” fueling echo chambers and intensity.The ethical wake-up call of social media: Jess describes the internal pivot moment — realizing the space had become toxic in corners, and questioning how to use her skills more constructively.Mental health and unintended consequences: I reference a stark data point Jess brings up — a 65% increase in the suicide rate for high school girls from 2010 to 2019 — and we talk about responsibility and systems.AI and the rising importance of trust: In an AI-dominated age, credibility, warmth, and real human presence become competitive advantages, not “nice-to-haves.” Next StepsGet Jess's free LinkedIn Audit: Jess offered to review both your profile and your editorial strategy and give actionable next steps. Mention you heard her on Live Like a Leader.Define your 3–4 “narrative pillars.” Decide what you want to be known for — and build content around those themes consistently.Publish what you already say internally. Turn your best internal leadership messages into public leadership content — and let it travel. Learn more about Copilot Communications: https://copilotcommunications.com/Connect with Jess Jensen on LinkedIn: https://us.linkedin.com/in/jessicakjensen ----- Jess Jensen is the founder of Co-pilot Communications, a Portland-based advisory helping bold executives sound like themselves online—clear, confident, and human.After 20 years inside Fortune 100 companies like Microsoft, Qualcomm, Nestlé, and Adidas, Jess left corporate life to help leaders stop playing small and start showing up online as their full selves—story-rich, imperfect, and unapologetically human.  Through sharp messaging, editorial strategy, and smart use of platforms like LinkedIn and podcasting, she helps clients build a digital presence that earns trust, inspires action, and sounds like them. --------John Bates provides 1:1 Executive Communications Coaching, both in-person and online. He also gets 92+ Net Promoter Scores for his large and small group leadership development trainings at organizations like Johnson & Johnson, NASA, Google, Intuit, Boston Scientific, and many more. Find more at https://executivespeakingsuccess.com.Sign up for his weekly micro-trainings for free at https://johnbates.com/mini-trainings and create a great leadership communications habit that makes you the kind of leader who inspires trust, loyalty, and connection.

Get ready to be swept away into a sprawling space opera, when Erika Flowers joins us to talk about her passion for writing fiction novels. She approaches writing fiction as entertainment rather than high literature, comparing her creative goals to producing Marvel-style blockbuster experiences. Erika traces her journey from discovering fantasy worlds through the Dragonlance series in middle school to spending 16 years learning the craft before finally writing her first complete manuscript. She describes her meticulous, architect-style approach to writing, treating the actual process like an athlete training for an ultra marathon. Erika talks about her strengths writing character dynamics, relationships, and exploring themes through interpersonal drama rather than external action sequences, and gives us a sneak peek into her upcoming projects.Guest BioErika Flowers (she/her) is a technologist and designer who brings a love of storytelling into everything she does. By day, she helps organizations shape strategy and design for the future, and by night, she writes sprawling novels and explores the craft of story as a lifelong passion. Erika has worked at tech companies such as Intuit and Mural, as well as serving a term at NASA as a civil servant as a part of their digital transformation initiative. She currently works in medical technology, innovating in the field of diabetes and insulin management. LinksErika's website: https://www.erikaflowerswrites.comErika on LinkedIn: https://www.linkedin.com/in/helloeflowersCreditsCover design by Raquel Breternitz.

preview for later. Guest: Gene Marks, Small Business Columnist Summary: Marks reports that small business owners remain optimistic for 2026, supported by strong December sales and data from Intuit and NFIB. He notes that despite challenges like inflation and tariff threats, business owners feel confident they can navigate these issues, with holiday sales up approximately 4.5 percent.1906 CHARLESTON

In this episode of Live Like a Leader, I sit down with organizational development expert Gil Crosby (https://www.crosbyod.com/) to explore timeless principles for change, leadership, and frontline empowerment. Learn why most “programs” fail, how to balance authority with freedom, and how leaders can unlock performance by listening to the people closest to the work.Gil Crosby has been an Organization Development Professional since 1984. He applies the Social Science of Kurt Lewin to help organizations navigate change and improve performance, as the same principles apply in both business and society. He is also a Professor at the Leadership Institute of Seattle, and he has just published his 7th book, Leadership and the Front-Line Workforce, for anyone in an organization. Here's what we get into: Kurt Lewin's social science—and why it still worksGil explains Lewin's core insight: when people who live with the problem talk it through together, design solutions that make sense to them, and test them, change actually sticks. Whether it's improving productivity in a plant or reducing violence in a community, people implement what they help shape. Why “forcing best practices” often failsWe talk about how organizations take something like Lean or the Toyota Production System and try to copy-paste it—usually by forcing compliance. Gil highlights what gets left out: at Toyota, when a worker stops the line, the supervisor's first response is “Thank you.” That level of respect and engagement is the point—and when it's missing, the system becomes just another top-down “program of the month.” A perfect frontline story: the Channel Locks lessonGil tells an incredible example from a manufacturing plant: management tried to reduce theft by making workers check out channel locks (basic tools used constantly), which slowed production every time someone needed one. When we asked the obvious question—what does downtime cost compared to a $15 tool?—The plant manager immediately changed course: “Tomorrow, we're putting channel locks everywhere.”And the best part? Once workers saw leadership was actually listening, they didn't steal them. Trust went up, friction went down, and productivity improved. Empowerment isn't “nice”—it's operationalI share why bad customer service drives me crazy (including what I've seen in Slovakia), and the pattern underneath it: people on the front line aren't empowered to make decisions. If the people closest to the work can't act, everything bottlenecks—and leadership often doesn't even know what's broken. Battlefield leadership and “commander's intent.”We connect this to military lessons: when leaders hoard information and control, people suffer. When teams understand the goal and the intent, they can make smarter decisions in real time. That's true in combat, and it's true in business. Democracy vs. autocracy—at work and in societyGil shares Lewin's conclusion that hit me hard: every generation has to learn how to be effective democratic citizens, because democracy isn't self-sustaining. The same is true inside organizations: if people aren't taught how to think, participate, and take ownership, you'll get passivity… or rebellion. The leadership sweet spot: structure + freedomOne of my favorite parts: Gil breaks leadership down as a balance of structure and freedom.People need clarity, information, accountability, and guidance.They also need autonomy and space to think.Too much control creates compliance-without-commitment. Too little structure turns into leaderless chaos. Meetings, fear, and why delegation is so hardWe talk about why leaders struggle to delegate well: endless meetings, unclear authority structures, and fear—fear of upsetting someone, fear of saying no, fear of authority (often rooted way earlier than work). I share a line I coach leaders to use when they're overloaded: “I'd be happy to do that. I'm maxed out—what would you like me to deprioritize so I can take this on?” Gil's low moment, and a leadership lessonGil opens up about the Great Recession: no safety net, consulting work dried up, and he drove a taxi to survive. His takeaway is powerful: do your best, no matter the role. And don't get cocky when money is flowing, because it can stop.MY BIGGEST TAKEAWAYIf you want performance, stop trying to “roll out” solutions to people. Build solutions with them. The front line sees what leadership can't—and when you treat them like owners instead of obstacles, everything improves: morale, execution, and results. --------John Bates provides 1:1 Executive Communications Coaching, both in-person and online. He also gets 92+ Net Promoter Scores for his large and small group leadership development trainings at organizations like Johnson & Johnson, NASA, Google, Intuit, Boston Scientific, and many more. Find more at https://executivespeakingsuccess.com.Sign up for his weekly micro-trainings for free at https://johnbates.com/mini-trainings and create a great leadership communications habit that makes you the kind of leader who inspires trust, loyalty, and connection.

Alicia and Margie explore Intuit's Canny boards at intuit.canny.io, a powerful but underutilized platform where accountants can submit specific, actionable feedback directly to QuickBooks product managers and developers. They break down how to use the three available boards (bank feeds, modern view reports, and payroll), explain the difference between productive feedback and unproductive complaining, and reveal how the upvoting system helps prioritize which features get built. This transparency tool shows what's under review, what's planned, and what's already been released—but it needs more accountants to use it correctly to prove its value to Intuit.SponsorsUNC - https://uqb.promo/unc(00:00) - Introduction and Hosts (00:36) - Importance of Feedback (01:24) - History of QuickBooks Feedback Systems (02:01) - Current Feedback Methods (03:04) - Feedback Processing and Action (04:43) - Using Loom for Feedback (06:36) - Introduction to Canny Boards (10:14) - Navigating the Canny Boards (17:59) - Submitting Effective Feedback (19:13) - Encouragement to Use Canny Boards (21:51) - Upcoming Events and Classes (25:52) - Conclusion and Final Thoughts LINKSCheck out Canny at intuit.canny.ioAlicia's current classes: 1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO: http://royl.ws/ProjectCenter?affiliate=5393907, recording with CPESales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907   Margie's Free Class Friday: www.akadian.com/lockerroomWe 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 

Full Audio + Detailed Analysis at https://podcasts.apple.com/us/podcast/ai-unraveled-latest-ai-news-trends-chatgpt-gemini-deepseek/id1684415169

Powering businesses to accomplish their daily work remains Intuit's central mission, using AI and a network of human experts to accomplish a wide range of business tasks for more than 100 million customers, from closing accounting books, processing payroll to preparing taxes. In this Tech Disruptors podcast episode, Intuit CTO Alex Balazs speaks with Bloomberg Intelligence analyst Niraj Patel about the company's evolution from a provider of desktop products to its latest AI agents. Balazs also touches on its data-scale differentiator, how GenAI is reshaping software and Intuit's future position as a financial-operating system.Tech Disruptors: Listen to this episode on Apple Podcasts and Spotify.

Send us a textAaron Eden brings more than three decades of building, testing, and shipping practical innovation. At Intuit, he focuses on AI-driven process automation; partnering with product, operations, and analyst communities to eliminate manual toil and design customer-centric solutions at scale. His posts highlight ongoing hiring and growth around intelligent automation and a practitioner's mindset toward measurable impact.Before Intuit, Aaron co-founded Moves the Needle, where he helped Fortune-scale organizations adopt lean startup and design thinking behaviors. Through executive mentoring and enterprise programs, he guided leaders to shorten time-to-market and increase employee engagement while staying grounded in customer outcomes. He's also held multiple roles inside Intuit's broader innovation ecosystem, including Design for Delight leadership and talent initiatives aimed at spreading experimentation across the company. Outside of the enterprise, Aaron's entrepreneurial streak shows up in community and advisory work. He co-leads the Artificial Intelligence Trailblazers meetup—an open community designed to make modern AI approachable—and frequently speaks on translating buzz into business results. He also mentors founders through Startup Tucson and participates in local panels like the University of Arizona's “Technology for Good,” where he advocates for responsible, accessible AI.If you're an engineer or technical leader, you'll appreciate Aaron's bias toward running small, smart experiments, measuring what matters, and shipping value fast—principles he's applied from customer care analytics to RPA/AI platforms. Expect a conversation rich with playbooks for automating high-variance processes, empowering analysts, and building an innovation culture that sticks. LINKS:Guest LinkedIn: https://www.linkedin.com/in/aaroneden/Guest website: https://www.brainbridge.app/Guest NPO: https://www.aitrailblazers.io/ Aaron Moncur, hostDownload the Essential Guide to Designing Test Fixtures: https://pipelinemedialab.beehiiv.com/test-fixtureAbout Being An Engineer The Being An Engineer podcast is a repository for industry knowledge and a tool through which engineers learn about and connect with relevant companies, technologies, people resources, and opportunities. We feature successful mechanical engineers and interview engineers who are passionate about their work and who made a great impact on the engineering community. The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us

Hey entrepreneurs! Your favorite hosts Jannese Torres (Yo Quiero Dinero & Financially Lit!) and Austin Hankwitz (Rate of Return & Rich Habits) are back for Season 4 of “Mind the Business: Small Business Success Stories", brought to you by iHeartMedia’s Ruby Studio in partnership with Intuit QuickBooks. This time around, we're diving deep with more exciting small business owners at the cutting edge of their fields. We'll be discussing overcoming challenges and celebrating successes – as well as practical takeaways from utilizing AI, to automating services, to time management, and all the other things that come with being your own boss. Join us for another inspiring season to hear from the entrepreneurs themselves how they’ve found their success, and learn about the grit, elbow grease, and know-how required to get your own business off the ground – and how QuickBooks on the Intuit platform can help, all in one streamlined place. Listen to new episodes every other Thursday beginning December 4th and discover what it takes to run a business that not only survives, but thrives! To learn more about how you can outdo it with Intuit QuickBooks, visit: quickbooks.com/mtbSee omnystudio.com/listener for privacy information.

Alicia breaks down Intuit's December In the Know session, covering three major updates for accountants managing multiple clients and entities. She explains the new consolidated view and dynamic allocations in Intuit Enterprise Suite, walks through the Books Close beta feature that lets you work across client files from a single dashboard, and details the long-awaited realm consolidation tool that finally makes it possible to move up to 75 clients between QBO Accountant instances without the previous hassles.(00:00) - Introduction to the Podcast (01:28) - Upcoming Events and Webinars (05:02) - Product Innovations and Updates (14:11) - Realm Consolidation Explained (22:32) - Personal Updates and Upcoming Classes (25:38) - Conclusion and Farewell LINKSAlicia'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=5393907Projects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907In the Know Dec 2025 Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/B5lOFuy8T0CEHeDTJH2h_December2025_In_the_Know_Handout.pdfIntuit Accountant Suite: https://www.firmofthefuture.com/product-update/intuit-accountant-suite/Realm consolidations:Learn more:  https://www.firmofthefuture.com/product-update/consolidating-realms/Guide: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/ias-realm-consolidation-connect-2025.pdfTransferring clients: http://quickbooks.intuit.com/learn-support/en-us/help-article/manage-client/transfer-clients-intuit-accountant-suite/L2a0pk1mS_US_en_USBooks Close Playbook: https://docs.google.com/document/d/1oM317NvTsBsdzyLqFYQv3sGj9R370Ldy/preview?pli=1&pru=AAABm1b0Ouk*lKfPbqT_5LtH2ueFFn2VxwWe 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 

We dive into:Why your beingness is the brand—and how to access itThe quiet resistance most leaders carry that keeps them from full expressionHer philosophy on “branding from the inside out”How she helps clients identify and speak from their core essence, not just what they doThe real story of how she and I met—and why she decided I needed a podcastThis conversation goes far beyond brand strategy. It's about being brave enough to be fully seen and fully yourself. Jenna doesn't just build brands—she calls people home to who they are.If you're ready to stop performing and start resonating, this is an episode you don't want to miss. ----- Jenna Flanagan is an award-winning broadcast journalist, host, and producer whose work bridges public media, local accountability reporting, and smart, accessible conversations about civic life. She has reported and hosted for WNET's MetroFocus, bringing audiences across the New York region in-depth coverage of policy, culture, and community voices. She has also been a field reporter responsible for covering how policy presented in the New York State legislature impacts constituents across the state for WMHT's government and public-affairs program New York NOW.Jenna began her career at New York's 1010 WINS, rising from production assistant to assistant editor in a fast-paced newsroom. She then went on to WBGO in Newark as a general-assignment reporter before spending six and a half years at WNYC's All Things Considered as a writer, reporter, and producer. Her work has also aired nationally on NPR.Her recent projects include co-creating and co-hosting the podcast Laid Off and Looking, a candid series that examines how news is made, who shapes it, and what's at stake for democracy as the media industry restructures. She has also hosted the award-winning podcast series, After Broad and Market, revisiting the 2003 murder of Sakia Gunn to explore the power and limits of local journalism.A Hudson Valley native who grew up in New Paltz, Jenna studied communications and journalism at Seton Hall University. She continues to champion localism and public-interest reporting across platforms, appearing on radio, television, and digital outlets to elevate stories that inform, challenge, and connect communities. Laid Off and Looking Podcast: https://www.youtube.com/@LaidOffandLookingPodcastIn the Margins with Jenna Flanagan Substack: https://jflanagan.substack.com/Jenna Flanagan on TikTok: https://www.tiktok.com/@jflannys?lang=en --------John Bates provides 1:1 Executive Communications Coaching, both in-person and online. He also gets 92+ Net Promoter Scores for his large and small group leadership development trainings at organizations like Johnson & Johnson, NASA, Google, Intuit, Boston Scientific, and many more. Find more at https://executivespeakingsuccess.com.Sign up for his weekly micro-trainings for free at https://johnbates.com/mini-trainings and create a great leadership communications habit that makes you the kind of leader who inspires trust, loyalty, and connection.

Important Tax Considerations for Newlyweds Episode 365 – Have you gotten married recently? The next steps are considerably less exciting. There are some important financial steps you need to take. More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 365 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode, some important tax considerations for newlyweds. So, congrats on your recent marriage. If you're like most people, your wedding probably involved a significant amount of planning and detail: where, when, who to invite, who not to invite, where to seat everybody, etc. You may be glad you to get through such an important life-changing event, and you're ready to move on with the rest of your life. But you're not done quite yet. There are a number of financial details you may need to address. Here are just a few of them: Name change. If there is a name change involved, you'll need to report it to the Social Security Administration (SSA). When you file your next tax return, the name on that return needs to match what the SSA has on file. The Internal Revenue Service, or IRS, recommends that you file a new Form SS-5, Application for a Social Security Card, which is available at SSA.gov.[1] Update your address. Make sure you let the IRS, the Postal Service, and your employer know about any address change. Coordinate your benefits. You might now have access to a better—or cheaper—health insurance plan.[2] You'll need to look things over with your new spouse. Decide on your new filing status. Once you're married, you can choose to file jointly or separately each year. While the IRS says that filing jointly is usually less expensive, they recommend that you calculate it both ways before you decide. Also, it doesn't really matter what day you got married. Even if it's on New Year's Eve, the rules state that for tax purposes, you're considered married for the entire year.[3] Married filing separately. Once they're married, few people elect to file their income taxes separately. This is because it usually results in the highest combined taxes. But some people do this anyway because the individual filing the return is the only one liable for any tax bills and errors on that return. It also happens when the two spouses decide, for whatever reason, that they would prefer to only be responsible for their own taxes.[4] Marriage penalty. The so-called “marriage penalty” occurs when a married couple ends up paying more income taxes than they would have had they remained single. This becomes more likely when both of you have high earnings and close to the same income. On the other hand, if you and your spouse are at different income levels, odds are that there will actually be a marriage bonus, that is, the tax on your joint income will be less than it would be had you filed separately.[5] Standard deduction. Nowadays, only about 10 percent of taxpayers itemize their deductions.[6] The rest use the standard deduction. For 2026, the standard deduction is $32,200 for married couples filing jointly, and $16,100 for single taxpayers. These figures were adjusted as part of the One Big Beautiful Bill passed in July of 2025. On some occasions, getting married can have an impact on whether you itemize or not. Previous debts. If your new spouse owes money for previous taxes or child support, any future joint tax refund could be reduced as a result.[7] Separate homes. If you own two separate houses, it's likely that you'll be selling one of them when you get married. And if you're selling at a gain, you may get extra benefits from being married. Once you're married, you get an addition to the amount of tax-free gain you can take. The amount is $250,000 for single taxpayers, but $500,000 for married taxpayers. The rules are a bit tricky, though, and you need to make sure you meet all the qualifications.[8] Beneficiary and Will Review. This one may or may not result in tax consequences, but it is important to note. When getting married, it's critical for each spouse to review any existing wills, plans or benefits (such as life insurance) that assigned a beneficiary or beneficiaries. Unless restricted by a court order, it's usually preferable for the new spouse to be assigned as beneficiary in each of those examples. So be sure not to overlook this step in the process and make any required changes when getting married. Getting married represents a big change for just about anybody, and not just in your personal life. Your financial life is also likely to be affected in a number of different ways. But as long as you know what to expect, the additional stress involved should be manageable. Let the fun begin! [1] Internal Revenue Service. “Newlyweds tax checklist.” IRS.gov. https://www.irs.gov/newsroom/newlyweds-tax-checklist (accessed December 4, 2025). [2] TurboTax Expert. “Getting Married: What Newlyweds Need to Know.” Intuit.com. https://turbotax.intuit.com/tax-tips/marriage/getting-married/L0DvEUlEC (accessed December 4, 2025). [3] Internal Revenue Service. “Essential tax tips for marriage status changes.” IRS.gov. https://www.irs.gov/newsroom/essential-tax-tips-for-marriage-status-changes#:~:text (accessed December 22, 2025) [4] Willetts, Jo. “Tax tips for newly married couples.” Jacksonhewitt.com. https://www.jacksonhewitt.com/tax-help/tax-tips-topics/family/tax-tips-for-newly-married-couples/ (accessed December 5, 2025). [5] Id. [6] Tax Policy Center. “What are itemized deductions and who claims them?” Taxpolicycenter.org.https://taxpolicycenter.org/briefing-book/what-are-itemized-deductions-and-who-claims-them (accessed December 4, 2025). [7] Manganaro, John. “9 Key Tax Considerations for Newlyweds.” ThinkAdvisor.com. https://www.thinkadvisor.com/2025/06/27/9-key-tax-considerations-for-newlyweds/ (accessed December 4, 2025). [8] TurboTax Expert. “Getting Married: What Newlyweds Need to Know.” Intuit.com. https://turbotax.intuit.com/tax-tips/marriage/getting-married/L0DvEUlEC (accessed December 4, 2025). More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraBlubrryby EmailTuneInDeezerRSSMore Subscribe Options

"Maybe we will see the robots that we want in our lives in 2026. But be prepared: they will definitely be controlled by people in India with Xbox controllers." Robots, and IPOs, and AI, Oh My! Managing editor Sarah Rieger joins to ask the biggest tech questions of 2026, after evaluating which 2025 tech questions were definitively answered. 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.

On the January 3, 2026 edition of The Richard Crouse Show we meet Canadian author, speaker, and productivity consultant Chris Bailey. Over the past decade, he’s built a devoted international following through his newsletter and podcast (~1M downloads) and has delivered hundreds of talks and consultations for clients including Microsoft, Zipcar, IDEO, Intuit, and The New York Times Content Studio. In “Intentional,” he argues that intentionality, not intensity, is the real key to following through. Through this shift, he offers a counterintuitive, refreshing alternative to our culture’s all-or-nothing approach to productivity. Then we get to know Julie Daniluk is a registered holistic nutritionist, TV host, and bestselling author of “Meals That Heal Inflammation” (with a revised edition featuring over 110 recipes). The book focuses on reducing chronic inflammation through diet, exploring its root causes, identifying food triggers, and providing delicious, healing recipes. Then Victoria Hetherington, novelist, nonfiction writer, NPR's The Moth storyteller, educator and author of “The Friend Machine: On the Trail of AI Companionship” stops by. A deeply personal blend of memoir, cultural criticism, and investigative journalism examining loneliness, AI companions (like Replika), commodified intimacy, and the blurring lines between human and machine relationships it’s available now wherever fine books are sold. Finally, historian, award-winning educator, and commentator J.D.M. Stewart drops in to talk about his latest book, “The Prime Ministers: Canada’s Leaders and the Nation They Shaped.” It is the first comprehensive chronicle of all Canadian prime ministers in over 25 years, covering from Sir John A. Macdonald to the current one (Mark Carney in the book's timeline). It emphasizes fresh perspectives on Indigenous relations, environmental policies, U.S. ties, and evolving reputations, while aiming to make history accessible amid concerns about young Canadians' knowledge gaps.

What happens when the founder of Mint.com takes on one of healthcare's most broken experiences—patient communication? In this episode of Bright Spots in Healthcare, Eric Glazer sits down with Aaron Patzer, Founder and CEO of Vital, to explore how simplicity, clarity, and human-centered design can drive real impact in healthcare. Drawing from his journey building Mint, Aaron shares why most healthcare technology misses the mark, how better communication improves outcomes and ROI, and what leaders must do to design experiences people actually use. The conversation goes deep on: Why simplifying complexity—not adding more tech—is the real innovation How better patient communication drives measurable ROI for hospitals What healthcare leaders can learn from consumer tech about trust, adoption, and engagement The leadership principles Aaron relies on when innovating inside highly regulated, slow-moving systems If you're a healthcare leader navigating digital transformation, AI investment decisions, or experience strategy, this episode offers clear thinking, hard-earned lessons, and proof that when you make it easier for people to understand what's happening, everything works better.   References: Book Reference - The Design of Everyday Things by Don Norman About Aaron: Aaron Patzer is a renowned entrepreneur, engineer, and innovator best known as the founder of Mint.com, the personal finance platform that revolutionized money management for millions of users. After launching Mint in 2007, Patzer led it to rapid success, growing the user base to over 25 million and overseeing its acquisition by Intuit in 2009. A passionate advocate for user-centered design and simplicity in complex systems, Patzer built Mint.com by combining his technical acumen with a deep understanding of user experience and behavioral finance. He holds degrees in Electrical Engineering, Computer Science, and a Master's from Princeton University. Following Mint, Patzer continued to push boundaries in tech and health innovation. He co-founded Vital, a healthcare startup focused on improving hospital emergency room, urgent care, and inpatient experiences using AI and design thinking. Ranked by KLAS as #1 in patient experience, Vital achieves concrete results: 30–50% fewer LWOBS/AMA, 10–15% higher NPS, stronger HCAHPS scores, reduced ED bounce- back, and 10% lower 30-day readmissions. Designed to integrate seamlessly with existing EHR systems, Vital provides a user-friendly interface that engages patients, resulting in 60%+ adoption rates, 5-10x higher than the competition. View our product overview. Partner with Bright Spots Ventures: If you are interested in speaking with the Bright Spots Ventures team to brainstorm how we can help you grow your business via content and relationships, email hkrish@brightspotsventures.com   About Bright Spots Ventures: Bright Spots Ventures is a healthcare strategy and engagement company that creates content, communities, and connections to accelerate innovation. We help healthcare leaders discover what's working, and how to scale it. By bringing together health plan, hospital, and solution leaders, we facilitate the exchange of ideas that lead to measurable impact. Through our podcast, executive councils, private events, and go-to-market strategy work, we surface and amplify the "bright spots" in healthcare—proven innovations others can learn from and replicate. At our core, we exist to create trusted relationships that make real progress possible. Visit our website at www.brightspotsinhealthcare.com. Visit our website:  www.brightspotsinhealthcare.com. Follow Bright Spots in Healthcare: https://www.linkedin.com/company/shared-purpose-connect/

In a recent Harvard Business Review article, Scott Cook, cofounder of Intuit, and Professor Nitin Noharia discussed how to enhance customer value. The article highlighted CEO of RELX, Erik Engstrom. Engstrom has been asking his team customer-obsessed questions for twenty years. Some of Engstrom's profound questions include: “How does the customer measure value? How do ... The post Profound Questions appeared first on Unconventional Business Network.

"2025 is the year that we committed to the bit, and all pretences went away." Special guest star Rob Kenedi (Decelerator) joins for The BetaKit Podcast's annual tradition: stuffing your holiday stocking with the biggest tech stories of 2025. Have a different take on tech this year? Let us know: podcast@betakit.com. 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.

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia's QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia's Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia's Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia'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=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode, we cover:✅ How Jeremiah went from bootstrapping websites during the dot-com boom to building a global cybersecurity business.✅ Why most cybercrime isn't about “hacking systems,” it's about hacking humans.✅ The emotional tricks scammers use, and how to spot them before you get duped.✅ Real-world stories of cybercrime that cost companies hundreds of thousands of dollars in seconds.✅ The single most important (and shockingly simple) thing you can do to protect yourself today. Jeremiah also shares powerful insights from his keynote, Confessions of a Hacker, including why it's often too late once the money is gone, and how you can take smart, preventative action without expensive software or technical know-how. 

Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casRelay - http://accountingpodcast.promo/relayOnPay - http://accountingpodcast.promo/onpayChapters(00:47) - Jeffrey Epstein's CPA and Lawyer (03:10) - Wall Street Journal Article on Epstein's Associates (05:58) - Discussion on Epstein's Financial Operations (14:25) - Trump's Executive Order on Cannabis Businesses (18:16) - Tax Implications for Gambling and Prediction Markets (20:47) - IRS Criminal Investigations Unit Record Year (25:13) - Lawyer Sues IRS to Recognize Dog as Dependent (28:09) - Trump's New US Tech Force (29:27) - Trump's Hiring Plans and Tech Startups (30:22) - Startup Fraud in Tax Accounting (34:23) - Intuit and Circle Partnership (36:38) - AI and Stablecoin Payments (44:16) - AI's Impact on Accounting Jobs (51:24) - AI-Powered Fraud in Finance (55:59) - Closing Remarks and Announcements  Show NotesThe CPA and the Lawyer Who Served Jeffrey Epstein—and Control His Fortune and Secrets https://www.wsj.com/articles/the-cpa-and-the-lawyer-who-served-jeffrey-epstein-and-control-his-fortune-and-secretsTaking a gamble on prediction market taxation https://www.accountingtoday.com/news/taking-a-gamble-on-prediction-market-taxationLawyer sues IRS to recognize pets as dependents https://www.accountingtoday.com/news/lawyer-sues-irs-to-recognize-pets-as-dependentsSEC Charges Shiloh Luckey https://www.sec.gov/enforcement-litigation/litigation-releases/lr-26424The FBI is investigating a startup founder accused of using VC money to pay for her house and a Caribbean wedding https://techstartups.com/2025/12/16/the-fbi-is-investigating-a-startup-founder-accused-of-spending-5-5-million-in-vc-funding-on-a-house-and-caribbean-wedding/Intuit taps Circle's USDC to add stablecoin payments across TurboTax and QuickBooks https://www.theblock.co/post/383184/intuit-circle-usdc-stablecoin-payments-turbotax-quickbooksIntuit and Circle Partner to Unlock the Future of Money Movement with Stablecoins https://investors.intuit.com/news-events/press-releases/detail/1292/intuit-and-circle-partner-to-unlock-the-future-of-money-movement-with-stablecoinsAI Is Reshaping Accounting Jobs by Doing the "Boring" Stuff https://www.gsb.stanford.edu/insights/ai-reshaping-accounting-jobs-doing-boring-stuffHuman + AI in Accounting: Early Evidence from the Field https://www.gsb.stanford.edu/faculty-research/working-papers/human-ai-accounting-early-evidence-fieldIRS-CI issues fiscal year 2025 annual report showcasing banner investigative results https://www.irs.gov/newsroom/irs-ci-issues-fiscal-year-2025-annual-report-showcasing-banner-investigative-resultsIRS Criminal Investigation uncovers $10.6B in financial crimes https://www.accountingtoday.com/news/irs-criminal-investigation-uncovers-10-6b-in-financial-crimesDext warns businesses over losses from ChatGPT-style financial advice https://fintech.global/2025/12/18/dext-warns-businesses-over-losses-from-chatgpt-style-financial-advice/ChatGPT tax advice already costing UK firms, say accountants https://itbrief.co.uk/story/chatgpt-tax-advice-already-costing-uk-firms-say-accountantsTrump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects https://www.cnbc.com/2025/12/15/trump-ai-tech-force-amazon-apple.htmlOPM Launches US Tech Force to Implement President Trump's Vision for Technology Leadershiphttps://www.opm.gov/news/news-releases/opm-launches-us-tech-force-to-implement-president-trumps-vision-for-technology-leadership/Double Raises $6.5 Million Series A from Album Ventures, Jack Altman, and Y Combinator to Double Accountants' Productivity https://www.businesswire.com/news/home/20251210027851/en/Double-Raises-$6.5-Million-Series-A-from-Album-Ventures-Jack-Altman-and-Y-Combinator-to-Double-Accountants-ProductivityZoho announces enterprise billing, spend management products https://www.accountingtoday.com/news/zoho-announces-enterprise-billing-spend-management-productsZoho Announces Zoho Spend and Zoho Billing Enterprise Edition https://www.businesswire.com/news/home/20251218170986/en/Zoho-Announces-Zoho-Spend-and-Zoho-Billing-Enterprise-Edition-Offering-Large-Businesses-Greater-Control-and-Flexibility-Over-Billing-Operations-and-Company-Spend-as-They-ScaleAI giving scammers new tricks, enhancing old ones https://www.accountingtoday.com/news/ai-giving-scammers-new-tricks-enhancing-old-onesFrom secure to spooked: White-collar workers face rising job fears https://www.businessreport.com/article/from-secure-to-spooked-white-collar-workers-face-rising-job-fears

    In this episode, Daniel looks at the question ‘Do we schedule it or intuit it?’ as far as what to do next in our healing businesses. From a best-selling book series, Daniel has co-authored the book, Wake Up Live The Life You Love – Living In Abundance, which featured internationally renowned legends including Anthony Robbins, Dr. Wayne Dyer, and Dr. Michael Beckwith. Daniel is the creator of the Your Sacred Purpose that is unleashing the hidden greatest potential within world-changing empaths, healers, and spiritual entrepreneurs by loving all of themselves including their full power, their greatest gifts, their truest purpose, and the ability to deepen the awakening of consciousness on the planet while enjoying profound money success. For More Information ★ If you enjoyed the show, please leave us a five star iTunes review. Visit Spiritual Rockstar Podcast at https://yoursacredpurpose.com/ for more information!★ I encourage you to join our Rock Your Sacred Purpose Community on Facebook.★ Would you like to Meditate and Make Monday? Grab your FREE Meditate and Make Money meditation today! https://tinyurl.com/YourSacredPurpose Show Notes ★ 1:29 – When we get down to it what is the answer? What is the best approach? ★ 7:23 – What have I found that I’ve landed with as a joyful and most productive way to handle these things? ★ 11:52 – What we want to do instead is, allow ourselves to take the time to deeply download things. ★ 17:57 – You have to keep training your focus, you need to keep working upon your consciousness. ★ 30:38 – If you’re looking for more success, you’re looking to get a nice level of business success, this has been a successful approach for me. ★ 39:08 – What are the top 1-2 or 3 things you are going to take action on from what I shared today?    Listen to the Show The post 478: Daniel Hanneman – Scheduling It or Intuit Your Next Steps? appeared first on Your Sacred Purpose.

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.

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 

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...

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!

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

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.