Podcasts about Intuit

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

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (04:15) - The New Customer Hub and MailChimp Integration (05:43) - Concerns About AI and QuickBooks Ecosystem (10:59) - ProAdvisors' Role in the AI Era (19:01) - Addressing Reporting and Automation Issues (26:57) - The Future of QuickBooks Online Accountant (27:11) - Introduction to QBO A Refresh (27:35) - New Features and Paid Tiers (28:38) - Intuit Accountant Suite Overview (29:54) - Core and Accelerate Versions (30:08) - Client Management and Dashboards (32:36) - Practice Management Tools (33:15) - Intuit's Market Strategy (37:18) - ProAdvisor and QuickBooks Live (38:21) - Quicken's Comeback (41:25) - AI and Automation in Accounting (51:43) - Intuit's Future Plans and Innovations (54:35) - Conclusion and CPE Information LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia Katz Pollock joins the show fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/cas Rippling - http://accountingpodcast.promo/ripplingBILL - http://accountingpodcast.promo/billChapters(00:00) - Introduction and Guest Welcome (00:56) - Intuit Connect Conference Overview (01:32) - Changes in QuickBooks and Intuit's Strategy (02:03) - AI Integration in QuickBooks (05:26) - The New Customer Hub and MailChimp Integration (06:54) - Concerns About AI and QuickBooks Ecosystem (12:10) - ProAdvisors' Role in the AI Era (19:44) - Addressing Reporting and Automation Issues (27:43) - The Future of QuickBooks Online Accountant (28:21) - New Features and Paid Tiers (29:24) - Intuit Accountant Suite Overview (30:40) - Core and Accelerate Versions (30:54) - Client Management and Dashboards (33:22) - Practice Management Tools (34:01) - Intuit's Market Strategy (38:04) - ProAdvisor and QuickBooks Live (40:31) - Quicken's Comeback (43:34) - AI and Automation in Accounting (53:52) - Intuit's Future Plans and Innovations (56:44) - Conclusion and CPE Information  Show NotesComing soon!Listen and Subscirbe to The Unofficial QuickBooks Accountants Podcast!https://uqb.show/subscribeConnect with Alicia Katz Pollock!https://www.linkedin.com/in/aliciakatzpollock/https://royalwise.com/ Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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

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

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

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

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

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

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction to the Podcast (00:58) - ProAdvisor Community News (03:06) - Product Innovations: Modern Reports (11:09) - Payroll Corrections Updates (16:02) - Custom Client IDs in QuickBooks Online Accountant LINKShttps://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampConferences:https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

On this episode of The Founder's Sandbox, Brenda McCabe sits down with Jen Apy, Area Managing Partner and Chief Marketing Officer at Chief Outsiders, to explore how scaling companies can unlock growth through fractional marketing leadership. Jen shares insights from her 30+ years of marketing experience—spanning Mattel, Adobe, Intuit, and now Chief Outsiders—and introduces listeners to the Growth Gears framework: a strategic methodology designed to help small and mid-sized companies grow efficiently and sustainably. Jen and Brenda also dive into key trends such as the rise of “flash teams,” how AI is transforming the marketing playbook, and the importance of being a learning organization in a fast-moving world. You can find out more at https://www.chiefoutsiders.com        transcript:  00:04 So  welcome back to the Founder's Sandbox. I am Brenda McCabe, the host of this monthly podcast where I am joined by business owners, founders, and professional service providers that are scaling businesses. 00:34 with great corporate governance. This podcast is now in its fourth season and very excited to have Jen Apy as my guest today. For those that are subscribed to the Founder Sandbox, you always know that we have a story that's going to be told about the origins of the company and the founder  and the professional's experience as the introduction here. And we will always come back to the... 01:02 the sandbox where we're talking about resilience, purpose-driven and scalable growth. And when Jen, who I've known now for several years, we work in the same ecosystem, spoke to me about the growth gears, that is kind of the overarching framework  of chief outsiders. I was fascinated and wanted to offer the platform of the podcast to get the message out to  business owners that are 01:30 scaling and have not yet thought about using fractional marketing services. So welcome, Jen, to this fourth season. um Absolutely delighted to have you here. Oh, I'm delighted to be here. Excellent.  So we did choose a title. We're gonna you're gonna hear the word growth gears throughout this podcast. So the title for the podcast today is growth gears for scaling. And 01:56 Jen and I kind of share a similar background in the sense that we've been out there over three decades.  I um had my own consulting business. I worked in the McKinsey & Company and reinvented myself uh around really bringing the expertise that I had at multinationals into the ecosystem  of growth stage companies. Jen, tell me you are multifaceted marketing professional over three decades. 02:26 of experience contributing to marketing excellence. Tell us a bit about your origin and your currently, I think since five years ago, the area managing partner and chief marketing officer of Chief Outsiders. So share a bit how your role has evolved and what's it like to be with this company that was once a startup itself. Well, thank you so much for having me, Brenda. It's been a wild ride. 02:56 I feel like I was so lucky  early in my career to work with fabulous marketers at Mattel and Intuit and Adobe.  And now to have  the opportunity to apply those skills to help small to mid-sized companies grow. It's really been a fantastic experience. I feel like this is my purpose. Oh, beautiful. To share these enterprise little marketing skills with smaller companies that 03:25 are hungry for growth.  you when I, when I meet founders or I meet CEOs, I'm always really curious about, know, what's working, what's not working. You know, how do we create this flywheel that can help them grow in scale? It really is, is something I enjoy. You know, you found your purpose and then  I guess your purpose found you  working with chief outsiders because you were also a solopreneur  for years. What would be your 03:54 tagline if if anybody were to just listen to five minutes of the founder sandbox, what would be. Jen appease tagline such a good question. I think it would be be something like committed to growth. I feel like that is my purpose. That's what I enjoy. And you know now it's part of outsiders. I I now have 125 colleagues who feel the same way. They've all been fortune 1000. 04:23 and larger company marketers from a variety of different industries. think collectively we've probably covered over 80 industries, over 5,000 engagements. I mean, it's just incredible that the people at Cheap Outsiders that I get to work with every day. And I do feel like commitment to growth is almost a shared purpose for all of us. That's why we're here, because we love to make an impact, to see that impact on smaller companies and  be a part. 04:52 of their leadership team. We say that we're outsiders, but we're really embedded as insiders and therefore we can have that impact on  companies and watch them grow in scale. It's very gratifying as a marketer. m I  also work in the small and medium sized enterprise area.  And last month I actually wrote a blog on enterprise,  forms of enterprise and the like. 05:18 Did some research  on actually SMEs.  How many  SMEs in your estimation actually  reach  or go beyond $10 million in revenues? SMEs are 47%, I believe, for the number of enterprises in the United States. But how many actually scale beyond the $10 million revenue? You know, it's a surprisingly small number,  like maybe less than 1%. But you know, that's why we're here. 05:47 We want to increase the chances that those companies can scale, you know, 10 million, 50 million, 100 million. We believe that by really applying the market insights, customer insights, competitive insights into, you know, the strategies around positioning and offers and target marketing will lead to the cost of 06:14 efficient and cost effective strategies and execution that will help companies scale. that really is the heart of the growth gears methodology and approach. Well, that's  a great segue. You and I met at the recurring revenue conference, I guess, in the seventh year. And as you walk me through  the growth gears,  you also have an assessment tool. Would you like to  share? 06:42 overarching what is what are the gears, the growth gears, what are the key aspects that  one can be surveyed about and then and how to engage with  the chief outsiders, because I found it fascinating.  And I actually used it with one or two of my clients to kind of get the wheels, no pun intended, right to  to start moving, right? 07:12 Yes, so the assessment that we use asks companies and leaders questions about the business, about how much do they know about their customers, their competitors,  the company, they looked at market trends? And then starts to ask about, do they know where their revenue  comes from, where their growth is gonna come from? they  understand what channels are most efficient and are they measuring uh the effectiveness  of the marketing? 07:41 programs that they have in motion. And it's not every single question that we could ask, but just enough to get them thinking about where growth is gonna come from. And so we use this assessment, usually around this time actually, we're getting close to Q4. And we use it about this time in order to help them think ahead in terms of what are the priorities that are needed for the following year in order to stimulate. 08:08 enable or actualize growth. So if anyone's interested in doing this assessment with me, it's free. Just, you know, reach out to me on LinkedIn, happy to provide you with the link and then have a conversation about what the answers mean. Absolutely. Jen, we'll put those, the survey or the assessment, pardon me, in the show notes. All right. Great. In addition to other areas. So talk to me a little bit about Chief Outsiders. You did say it was a startup at one time. 08:37 How long has it been around? What's the organization look like? And what are the challenges that you particularly are dealing with with the advent of AI? That's a very little question.  That's a great question,  though. But  Chief Outsiders has been around for over 10 years. I think we've been around before the term fractional  executive or fractional marketer was even a term. think 09:01 Maybe early on we might've been discussed as strategic business consultants, right? Because we're helping companies grow in scale. But we've been around for over 10 years. We've been on the Fortune 5000 for quite a few years. I think definitely 10 or more. the way that we've grown is by really focusing on what marketing leadership needs to do. 09:30 for companies, which at the end of the day, it's about  knowing who your customers are, where to find them,  and  then how to grow the company  based on  that focus on finding and retaining customers, whether it's increasing market penetration within a certain target segment or  finding new markets or launching new products,  whatever that growth strategy is, how to harness that  and  help 10:00 a company,  um, scale over time  and marketing has changed so much. I know over the years, mean, I've seen that with your companies is  overwhelming. I pardon. I will get back to the question, but I, many, many years ago, McKinsey, was a marketing expert research. We didn't have all these amazing tools we have today to conjoin analysis, you know, with your Excel sheets, right. And focus groups. 10:29 Right. So the sophistication, channel, you know, growth explosion is, you know, I threw my talent a long time ago. Well, you know, it used to be, you know, direct mail and then websites, right. And then e-commerce and, and then it was about social media and content marketing and then SEO. I mean, it's just daunting. And now we have to be thinking about AI in all facets of the 10:59 the marketing toolkit, right? It's  impacting every aspect of what we do as marketers.  And we have to be thinking about AEO, like answer engine optimization in addition to SEO. So it really is rather overwhelming. So I think that over the years, Chief Outsiders has recognized that the marketing tactics and strategies are going to change and we need to change with it. But that the focus on 11:27 growth is going to come from really the growth gears, right? The approach to understanding the market, understanding how to go to market,  understanding how to  execute cost effectively. So recently in the advent of AI, knowing that it was going to impact so much of the marketing mix, we actually started to develop an AI platform for us to use. Yes, for us to use internally. What it does is confidentially, 11:57 takes all of the insights for all of the engagements that we've done with companies so that when we are working with clients, we can benefit from that collective knowledge and be able to deliver  better, deeper, faster insights from day one for our clients. So deeper insights, proven strategies, best practice execution. There isn't a workstream for marketing sales that isn't going to be impacted by AI. 12:25 So we've definitely thought about that and made sure that we can  leverage all this knowledge in order to help us be better marketers for our clients. That's  fascinating. It's kind of scary, right? So you've basically like in the healthcare industry, you've anonymized, right?  The plethora of data, right?  Within the  walls  of 12:54 chief outsiders of the 10 years of experience and I don't know how many clients, right? To then really document and have your own, for lack of another word, I guess, is it? The knowledge base. The knowledge base, but it's kind of an ocean, right? Data ocean. Yeah. And, you know, and this is how the AI tools work. 13:19 We figured we might as well have something that we can use on a proprietary basis and that can help us not only create our deliverables and have better deliverables, but also to help us manage processes.  Because as we talked about with marketing, there's just so much going on, so much to consider, so much to do. This AI platform also helps us to manage those processes.  And one of the things we haven't talked about yet is fractional resources. 13:47 I believe really are the future of work. And that's one of the reasons why I'm so excited to be a part of Chief Outsiders because we believe that as well. And that's also part of the reason why we built this platform.  Right. So one thing that I want to  highlight just from the last discussion here is 14:08 AEO rather than SEO or in addition to SEO that I mean, heard it here on the founder sandbox. Not only do we have to be looking to have our SEO optimization, it's AEO optimization. Yes. So answer engine optimization. And that's coming of course, from the AI tools. You know, I think the stat is something like 70, 71 % of searchers, anyone searching. 14:37 They're now using the AI engines instead of, or sometimes in addition to regular search. But it's the reason why Google is losing traffic share, right? Because people are going to these AI engines sometimes exclusively for certain things. And so this has had an impact on marketing in a couple of ways. One is we need to now optimize our content for answer engines, which it's not that much different from SEO. We still have to adopt the same good. 15:06 SEO practices, you keywords, relevance, backlinks, things like that. But now we call it LL  or large language model optimization in 2025. uh In order to be able to rank in those answer engines, we need to also consider  brand strength and authority, oh citations, quality of content, sentiment.  You know, we really 15:35 PR  from  authoritative sources is really going to become  more important. And so we do a lot of testing ourselves  in terms of how Chief Outsiders ranks in these engines. I was going to ask you, have you done that?  Yes. And that's how we know that it's not just the SEO good practices that's helping to rank in answer engines. um 16:02 It's also these other things, brand strength and authority. The content needs to answer questions. these engines are understanding when content is authoritatively answering a question. And there's so many factors involved in figuring that out. There are a number of tools we use to see how we're ranking. There are a number of tools we use to figure out how we're 16:33 uh how we're able to, uh I guess, for lack of better words, out the competition, right? And score, right? In our content. And we use this knowledge of how it's working for us  to help our clients as well. And we've been doing this from the beginning because we were very aware of all the changes. um So you have your own growth gears operating system. 17:00 It's a remote working AI enabled platform, right? That also enables remote and hybrid teams  that come together.  Speak to me a little bit about that. GrowthGear's operating system is effectively your LM?  Yeah, that's the, well, that's the AI platform that we developed is called the GrowthGear's operating system. And so not only does it leverage  the best content, the best tools, but because of the way that we're designing it and it's really to support us, right? And how we work. 17:29 we are really enabling fractional resources  and remote and hybrid teams to work together effectively on  the projects,  the marketing, the growth plans that companies need to scale.  this is kind of the way, I mean, if we believe that fractional resources are  of economic benefit to both companies because they don't have to hire 17:56 A lot, you know, heavy talent, right for long term. They can hire just what they need when they need it.  And also as they evolve and grow, they might need different resources, right? So they can they can cycle through  the skill sets they need, but but also because there's economic value because workers, if they want to be more flexible, if they want to leverage a specific skill set and not necessarily be tied to one company gives them  the freedom and flexibility to. So I think for for both reasons, there's there's a lot of. uh 18:26 momentum toward this style of working. the platform that we have, you know,  it  can enable these operational fractional resources, not only marketing, but any part of the organization in the future.  Let's go. Let's take that idea or what you're observing in the market and actual client work a little bit further. So how would a potential client 18:54 engage with chief outsiders. They're at, you know, 3 million AR, they have not yet hired a marketing full time, right? How, what would would walk us through a typical, for lack of another word, engagement, or how do they engage with chief outsiders? And particularly, the second part of that is, if you're talking about 19:21 Flash teams, I think is the term that you and I discussed, right? Yeah, it's actually the title of a book being launched by a professor from Stanford,  Melissa Valentine. She's coined this phrase flash teams, which essentially  is what cheap outsiders does, right? We  pull together the resources that a company needs at that moment in time in order to solve their growth problems.  we're essentially a flash team enabled by 19:51 the growth gears operating system. Cool. So I'm not I'm the CEO. I've got to hit some revenue milestones. I've interviewed some candidates. I'm not yet sold for you know, bringing in full time, full time chief marketing officer. Jen gives me a call. How do I how do you how do I engage with you? Yeah, well, the first thing I want to understand is, is what what keeps you up at night? 20:21 Right? What, what are some of your growth challenges that, you're struggling with? Because the first thing I want to do is really understand, you know, what resources do you need at this moment in time in order to get you from A to B?  so oftentimes  we'll look at this and say, is this, is this going to be solved by a marketing led team or sales led team? Sometimes that's the first  thing that we're thinking about. And then how much do we know already about the situation in terms of. 20:49 customers, competitors, market insights, customer buying journey, channels that are working and not working. We're wanna know all of that so that we can figure out the most efficient way to approach solving those growth challenges and what work streams are needed. So we'll bring in a fractional executive that's a good fit for that company and then orchestrate the resources that are required to get to the next step. And then when that engagement  is through, 21:18 we'll figure out what the next level is. Maybe the next level is bringing in full-time permanent resources to help execute and to help scale where we paid ourselves out of the picture. Or maybe it's just dialing back to more of an advisory role and then bringing in fractional resources from different places in order to be able to test and scale and see what's going to work, what's going to land  before we orchestrate on a more. 21:48 So we're very flexible with what a company needs at any point in time. And no two companies are alike. You when you're a $3 million company, you might have talent and skills and gaps that are different from the last client that we had. And we know that. We can recognize those situations just because we've had so much experience working with so many different companies. We can very quickly figure out what's needed for the next step and just give a company exactly what it needs. 22:16 to it. You do tap into your, your network of your 125  professionals with them, know, goodness,  the years of experience that you all have obtained while at fortune 1000 companies. Amazing. Oftentimes, I've seen you  with as keynote speaker, you do give conference speak and you speak at conferences. What one of the most recent 22:42 conferences.  I'm not uncertain where it was, but you the topic you spoke to, Jen, was winning website traffic in the age of AI, what CEOs need to know? Can you without sending us to  you know, that I don't know whether it's on online, we can put that in the show notes. But what's the top, you know, line messages from that conference where you spoke about winning website traffic? Yeah. 23:10 Well, I did it with a couple of my colleagues who are very experienced in digital transformation and now how to win traffic with the answer engines. And  so we talked about some of the uh tactics that we're finding work nowadays and how that's going to change how companies need to think about orchestrating their marketing mix. So Mike. 23:36 Colin Angela gave an example of a very specific example of an article that had been written for SEO that now needs to be written for AEO just so that people  could see the difference. But I think the main message that we were trying to send uh to companies is uh marketing is not static. Just because you've figured out your marketing mix doesn't mean it's going to work two years down the line. It's constantly evolving. And so you need leadership. 24:04 who can be thinking about how are customer behaviors changing? How do I reach them differently?  And the fact that  71 % of searchers are going to answer engines, that's a huge shift and marketers need to be ready to  address that. So  if you're a smaller company and you just don't have the resources to keep retraining your staff. 24:29 every year or so  and you need that expertise in the know how do I compete now today? How do I set myself up for success? That's where we as Fractional Resources can come in and help you be that learning organization, that resilient organization that's going to survive through the next sea of change. 24:51 That is  fascinating. Yeah, it's it's a living beast, right? marketing and it's moving so rapidly, it would be hard. I'm to actually have the inside resources, the talent inside unless they're constantly being retooled. So it is  an opportunity to use fractional resources, depth of expertise that you have.  Yeah.  And that's one thing that I value about the chief outsiders culture is the fact that I think what's made us 25:21 so resilient is the fact that we're really a learning and sharing organization. We've recognized that change happens rapidly. To be resilient, we need to change and constantly be learning and retooling ourselves. And that is something  we highly value.  But to be able to do that quickly,  no one person can do all this on their own. It's nearly impossible and very overwhelming. You can't do it in a silo. So we have a culture of sharing where 25:50 If we learn something new, um we'll share with the rest of the organization. So that, that, uh, that webinar that we did was just as much for us and our executives as it was for the clients that we, that we serve in this culture of sharing really creates resiliency in the sense that  if, a company brings in one of our fractional executives and let's say they encounter a market challenge or a sales challenge that that particular 26:19 executive hasn't seen before, they can turn to the other 125 marketers and say, hey, let's get together. Let's put our best brains on this business and determine what things we might be able to try or what things we should put in place in order to benefit this organization. And I think there's no individual fractional out there that has access to that much talent and expertise. 26:49 on a moment's notice as we do. And that's part of what's going to create the resiliency that we need as an organization  to survive in the next decade, because everything is just going to start to move faster and companies are going to just need that much more speed. So, but we also believe that's a value that we can bring in addition to being interim  and not being full-time and bringing in the expertise they need to write at that moment.  We can also draw on the collective expertise of the tribe. So the brain trust. 27:19 Well, that's a good term. love that. Right. Brain trust. I love that brain trust. One  technical question of the 125  professionals within chief outsiders and interim roles. Is it solely in the marketing area or do you also offer maybe in the sales?  there other interim roles?  That's a really good question. So we do focus on marketing and sales primarily, but sometimes we're actually brought in as fractional COOs. 27:49 as well or division heads. And it's because of our broad leadership expertise. And some of our executives have been  CEOs  of their own companies. They founded companies, they've sold companies. So they do have that broader business perspective, but primarily it's marketing and sales. Excellent. We're going to switch gears, to  the standby. No pun intended. 28:17 That's right. That's  here in the founder sandbox. I'm passionate about building resilience, scalable and purpose-driven companies. And I like to ask my guests briefly, what is the meaning of resilience? What does that mean to you? Or does he chief outsiders? It's a fascinating part of the podcast for me become that you have very different definitions. And that's the beauty of asking this. Yeah.  Well, I think that resilience, at least for for me, for us, a chief outsiders means 28:46 being able to survive and move forward and grow in the face of massive change.  Right. It's not, it's not bending to the will of the market. It's,  it's, it's basically saying, you know what? We know how we can add value at this moment in time. And we have the tools to address this change and add value. that, you know, it is one of the reasons why we constantly are thinking about 29:15 how do we bring more  to the table for our clients? So in addition to the growth years operating system that we created, we also have an ecosystem called team outsiders of fractional marketing execution resources that we can draw on at any point in time and create our own flash teams for our clients. So let's say we've gone through the strategy and we've determined that we really need an e-commerce expert 29:45 that can optimize Amazon or we really need somebody who can take charge of developing the content that's going to  address not only SEO and or but also AEO and we'll draw from our pool of team outsiders resources and we'll put together that fractional team for the client at a moment's notice. So we believe that that is going to make us a lot more agile. 30:13 for our clients because sometimes they just need to get started,  but they don't have time to go higher or they don't have time to go evaluate a new agency. We can bring somebody in. We can, we can set the stage. We can get things going and then let them have the time to decide really who they want on a longer term basis. So, you know, agile teams, flash teams, it comes from our ability to be able to,  draw on this network  of. 30:42 team outsiders and to be resilient.  How about purpose? What's purpose mean to you?  Purpose. You know, I think that when I look back on my career and also what I'm doing here at Chief Outsiders, I get the most satisfaction from seeing smaller companies grow from helping founders make their dreams come true. You know, there are so many great companies out there. 31:12 that just need a shot at the big time, right? And we can do that because we've seen it. We know how to get a company from one to a hundred. We've seen it. We know what a company at one or a company at zero, what they're faced with from the standpoint of  challenges, time, resources, focus, right? And so we can adjust what we do in order to adapt to that environment. But we know what an organization is going to need 31:41 to be competitive and to need to grow at 30, 50, 100. And we can keep our sights on what that needs to be and advise the companies we're working with on how they're gonna get there. So yes, we're implementing this today, but it's gonna look like this tomorrow, but we're not ready for that yet. We're just gonna do this here today because you don't have the time or the bandwidth or the money to do that many things. But this is, we've done the analysis, we've done the research, we've done the testing. 32:11 This is what you need to scale for right now. So, you know, being able to do that and then see  these companies grow from 10 to 30 to 50 million, it's a thrill. it  is very, very rewarding. So I think that, you know, I found my purpose and this is the, in speaking with my colleagues, they're all, we're all here for the same reason. So we really do have that shared. 32:39 purpose and we really enjoy what we do. Fantastic last one and then we'll move to how to contact you scalable growth. I'm certain you're going to talk about those the growth gears, but what's scalable right? What's that mean to you?  Scalable growth to me means we figured out what works and we can replicate it cost efficiently and cost effectively. So that is 33:07 our focus when we're working within the growth gears methodology, we're looking for the way to scale most cost-efficiently effectively. I know that one of the things that you are really big on with your  companies, the companies you invest in is governance. Yes. You're really big on governance.  And when I think about governance, I think about responsibility and accountability. And what that means to me as a marketer, 33:35 And  as a revenue leader is making sure that the spend that we commit to in marketing and sales is going to drive revenue and growth cost effectively.  so by making sure that we've done the analysis, that we figured out what's going to work, that we've tested before we scale is that responsible governance approach, right? To marketing and so 34:05 You know, I think that there are some companies that are in situations where they have to scale no matter what. They just throw money at it, you know, scale no matter what. And there are situations where that needs to happen. But we find with the companies that we work with that the more responsible, prudent, accountable, you know, organic growth is what the founders are looking for. And we know how to do that. 34:35 Replicable, right? Replicable, yes.  Amazing.  So Jen, um last question before  we listen to how to contact you. you have fun today in the Founder's Sandbox? Oh, it's always a pleasure to talk with you, Brenda. I really enjoy our conversations. We're of like minds. That's true. That's true. Avid readers and bringing the best to our clients. So thank you. How can my listeners 35:04 find you  and best reach chief outsiders. Yes. So they can find me on Jenna,  but they can also find me on the chief outsiders website on the leadership tab. And from the chief outsiders website, you can also learn about all of the things that we do. can meet all of the 125 executives that we have. You can learn more about growth gears, OS and team outsiders. Excellent.  And 35:32 In the show notes, will provide the assessment so that you listeners that are actually considering, you know, what do I need to do at this last quarter of the year, right? To plan my marketing resources, just download the assessment. It's a very interesting tool. So thank you. Well, to my listeners, if you enjoyed this episode with Jen Appie of 35:56 chief outsiders. I'd encourage you to subscribe to this monthly podcast where we have founders, business owners, corporate board directors and professional service providers that are really building scalable, purpose driven and resilient companies with great corporate governance. Signing off for this month. Thank you for joining us here on the Founder's Sandbox.  

In our conversation, we explore:What it was like to fly the legendary F-4 Phantom into combat.The moment his jet exploded — and the life-altering seconds that followed.What helped him survive nearly six years as a POW.The power of faith, friendship, and camaraderie under unthinkable conditions.One of the lowest moments of his time in captivity, and the lesson we can all learn from it. Why honor isn't just a virtue — it's also a strategy for long-term success.And how we can all bounce back from setbacks with resilience and grace.We also discuss Lee's latest and most heart-expanding book, Captured by Love: Inspiring True Romance Stories from Vietnam POWs, a best-seller that reveals powerful stories of real love forged in the fires of war and captivity.

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.BUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp Conferences: https://www.afwa.org/women-who-count/https://www.intuit.com/intuitconnect/https://www.reframeaccounting.com/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 

Are you chasing success so hard that you're missing what really matters? In this episode of Seek Go Create, Adam Cruz—a high-performing design leader and former church planter—shares his journey from building multimillion-dollar businesses and thriving ministries to confronting burnout, brokenness, and addiction driven by unregulated ambition. Host Tim Winders dives deep with Adam into the hidden costs of hustle culture, the power of healing-driven leadership, and how redefining your “why” can transform both your work and your life. If you've ever wondered how to build something meaningful without losing yourself along the way, this honest conversation is a must-listen."A lot of times, the worst thing for someone who isn't ready for growth is to grow." - Adam Cruz Access all show and episode resources HEREAbout Our Guest:Adam Cruz is a high-performing design leader and church planter with a track record of driving over $115 million in revenue for companies like Intuit and ZME, while also building impactful ministries. Having navigated both the heights of professional and ministry success and the costs of burnout and overwork, Adam now helps mission-driven leaders create ventures—and lives—that flourish without sacrificing what matters most. Through his work at the Healed Hustle, he guides leaders to sustainable achievement, blending strategic insight with hard-won wisdom on balance, clarity, and authentic purpose.Reasons to Listen: Unfiltered Truth About Ambition and Burnout: Discover how Adam Cruz went from leading high-impact ventures and ministries to facing a silent collapse—and what he learned about the dangers of unchecked ambition.Inside Look at Healing and Sustainable Hustle: Adam and Tim dive deep into the concept of the "healed hustle," revealing real, actionable practices to pursue success without sacrificing personal health, relationships, or purpose.Raw Stories and Surprising Insights: Hear candid stories—from church planting in Wyoming to tech leadership at Intuit—and explore the surprising parallels between ministry and business, addiction and achievement, and what truly anchors a meaningful life.Episode Resources & Action Steps:Resources Mentioned in the Episode:The Healed Hustle Website – Adam Cruz's resource for mission-driven leaders to pursue sustainable ambition without sacrificing what matters most. Take the assessment and learn more about the eight-step process: thehealedhustle.comBook Recommendation: Simple Church – Mentioned by Adam as a pivotal resource that influenced their approach to ministry by focusing on doing fewer things really well. Great for anyone looking to create more focus and clarity in their work or ministry.Seek Go Create Podcast – Hosted by Tim Winders, whose conversations center around redefining success, leadership, business, and faith journeys. Encourage listeners to explore more episodes for deeper insight and community.Action Steps for Listeners:Audit Your Life & Ambitions: Take time to honestly evaluate what's driving your ambition and whether your current pace and practices are sustainable. Consider where your focus has been and if it's aligned with your values and well-being.Establish Practical Recharge Routines: Adopt a daily routine to intentionally recharge, like Adam's “touch the grass” practice—start your day with something that connects you to the present moment and grounds you before diving into work or checking your

In this episode, you'll hear:Why TEDx is hyper-local—and why that matters more than you think.The one mistake I made in my first TED experience (and what it taught me).Why feedback must start with self-awareness.What makes group presentations succeed—or fail—and how to avoid pitch disasters.Why listening to yourself on video is brutal but necessary (and how to make it less painful).Ruth is smart, generous, and a total TEDx pro, and this episode is packed with real talk, real tools, and real inspiration for anyone who wants to communicate at a higher level.

J.B. Chaykowsky is a design and product leader with over two decades of experience spanning architecture, technology, and fintech. He spent more than 10 years at Intuit, where he led global design teams across the UK and France, shaping products for accountants and small businesses. Today, as Director of Creative & Design at Redpin, he's focused on building a global real-estate payment platform that connects people across borders. Beyond his leadership roles, J.B. writes about creativity, design leadership, and the intersection of AI and craft—helping designers think more deeply, work with greater intent, and build products that reflect the people they serve.Timestamps:00:00 – Intro06:45 – Early lessons: creativity, writing, and how wayfinding shaped his design thinking10:00 – The rise of AI in design: adoption phase, experimentation, and the gap between good and great17:15 – What AI means for designers' roles and careers22:00 – How AI could empower design founders27:00 – Deep thinking & using AI as a creative partner40:20 – The future of design systems47:30 – Craft, taste, and creating products with soul in an AI-driven world55:00 – Building “real teams”66:17 – End of show questionsConnect with J.B.LinkedIn, WebsiteSelected links from the episodeAI-Generated “Workslop” Is Destroying ProductivityReal Teams, J.B.'s post

Visit thedigitalslicepodcast.com for complete show notes of every podcast episode. Join Brad Friedman and Doug Brown as they discuss the need to integrate your sales and marketing teams and train them to provide personalized follow up. Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert. He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, Inc. 500 to 5000 companies, and thousands of other businesses and entrepreneurs. As an independent division head, Doug created, trained, and presented high-impact, results-oriented web seminars for prospects of Tony Robbins and Chet Holmes. Doug increased their division sales by 864% and close rate by 62% in just six months. Today, he helps companies and individuals increase their sales by incorporating sales revenue and profit growth strategies used by top 1% performers through the Top 1% Academy, Sales Revenue, and Profit Growth Masterminds. He also specializes in creating commission-only sales teams and advises companies on how to properly prepare for a high-performing sales team so they can attract and retain elite sales producers. The Digital Slice Podcast is brought to you by Magai. Up your AI game at https://friedmansocialmedia.com/magai

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assembly(00:00) - Introduction: How Do You Know All This? (01:07) - Alicia's Origin Story: From Jewelry to QuickBooks (04:07) - Teaching and Technology: The Early Years (06:25) - Transition to QuickBooks: The Turning Point (11:29) - Building Expertise: From Troubleshooting to Training (13:35) - The Rise of Royal Wise: Adapting to COVID (25:45) - Staying Updated: Communities and Resources (31:14) - Conclusion: Sharing Knowledge and Upcoming Events Alicia's Upcoming Classes:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Rama Katkar has helped steer some of the most iconic companies in tech through moments of scale and transformation. Now CFO at Notion and formerly a finance leader at Instacart and Credit Karma, she joins CJ to unpack what it means to build a modern finance function inside a product-led growth company. They discuss how to design finance for velocity without losing discipline, the art of forecasting when virality drives your business, and why Notion's path to profitability looks different from its peers. Rama also shares lessons from scaling Credit Karma through its $8.1B acquisition by Intuit, what she learned about IPO readiness at Instacart, and how finance leaders can balance ambition with realism in uncertain markets.—LINKS:Rama Katkar on LinkedIn: https://www.linkedin.com/in/ramakatkar/Notion: https://www.notion.so/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:“Let's Just See What Breaks” — Intuit's CFO on Being a Disruptor When You're Already the Incumbent— —TIMESTAMPS:(00:00) Preview – Credit Karma, Instacart, and the Road to Notion(00:01:14) Welcome & Episode Overview – Rama Katkar, CFO of Notion(00:02:22) Sponsor – Fidelity Private Shares | Mercury | RightRev(00:06:10) Interview Begins – From Dinner Conversations to Notion's Pricing Evolution(00:09:20) Early Launch of Notion AI and Add-On Pricing(00:12:40) Community-Led Growth and Notion's Viral Flywheel(00:14:38) Sponsor – Tipalti | Aleph | Rillet(00:18:39) Who Adopts Notion First? Product, Design, and Engineering(00:20:32) Turning Free Users Into Paid Teams(00:22:09) Why Notion Added an Enterprise Sales Motion(00:26:29) The CFO's Long Game: Balancing Free Users and Cost(00:30:44) How Notion Experiments With AI Pricing(00:32:42) Rama's Three-Part Framework for Forecasting(00:36:38) Why Notion Plans on a Six-Month Cadence(00:40:56) Transition – From Forecasting to M&A: Credit Karma's Wild Ride(00:41:31) Selling Credit Karma During the Pandemic and DOJ Review(00:44:04) Closing the Deal With Intuit(00:49:47) Why the Org Chart Is the Most Important M&A Slide(00:52:08) The Long-Ass Lightning Round(00:56:45) Career Advice to Her Younger Self – Context Over Calculation—SPONSORS:Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics#CFOInsights #StartupFinance #NotionHQ #ProductLedGrowth #RunTheNumbersPodcast This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

Kijuan doesn't just talk about resilience—he embodies it. Whether you're going through a tough season or just need a reminder of how strong you really are, this episode will leave you inspired and empowered. 

The global IT services market is projected to grow significantly, reaching nearly $3 trillion by 2033, driven by the increasing adoption of cloud services, digital transformation, and a rising demand for automation and cybersecurity solutions. Proactive IT services currently dominate the market, accounting for over half of the share, particularly in heavily regulated sectors like banking, financial services, and healthcare. However, the growth of AI adoption is being hindered by spiraling legacy IT costs, which stall modernization efforts and create opportunities for IT service providers to assist organizations in bridging the gap between outdated systems and modern solutions.Investment in artificial intelligence is also on the rise, with global spending expected to reach nearly $1.5 trillion this year and surpass $2 trillion next year. The focus of this investment is broadening beyond traditional tech giants, with significant contributions from Chinese companies and new AI cloud providers. Despite concerns about job displacement due to AI, a recent survey indicates that most business leaders believe AI will enhance employee support rather than lead to significant job cuts. This highlights the importance of training and change management as organizations adapt to new technologies.Major players in the IT sector, such as Microsoft, Intuit, and OpenAI, are making significant advancements in their AI offerings. Microsoft has launched a centralized AI marketplace, integrating thousands of applications to simplify access for businesses. Intuit has improved its generative AI operating system for financial management, while OpenAI has introduced collaborative features for ChatGPT, enhancing team productivity. These developments underscore the competitive landscape as companies race to control the AI stack and provide valuable tools for enterprises.As organizations face the challenges of legacy IT systems and the need for modernization, IT service providers have a crucial role to play. They must help clients navigate the complexities of integrating new technologies while managing the human side of the transition. The emphasis on proactive services, employee training, and effective change management will be essential for businesses to thrive in an increasingly AI-driven environment. The future of IT services lies not just in technological advancements but in the ability to support clients through their transformation journeys.Three things to know today 00:00 Proactive IT Services Lead $1.5 Trillion Market, Banking and Healthcare Fuel Demand05:57 Legacy IT Costs Surging, Report Finds, Forcing Enterprises Toward Modernization07:45 From Marketplaces to Machine Learning: Tech Giants Position AI as Core Business Infrastructure This is the Business of Tech.    Supported by: https://timezest.com/mspradio/https://mailprotector.com/ Webinar:   https://bit.ly/msprmail All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode I talk to Sharissa Sebastian Deppen about the power within introverted leaders.  Introduction Sharissa Sebastian Deppen is the CEO of Leadership Mastery Alliance; a company specializing in supporting introverted servant leaders who are women in corporate leadership. She's a leadership and executive coach with an MBA, MSc in Technology Leadership and her PCC Certification from the International Coaching Federation (ICF), as well as a Myers Briggs Certified Practitioner. She has 15+ years of corporate leadership experience in addition to coaching several Fortune 100 leaders and executives. She's also a TEDx speaker and TEDx speaker coach, an award winning international keynote speaker, a writer for Forbes and the Huffington Post, a member of Forbes Coaches Council, a Professor at Southeastern University and an advisory board member at the University of South Florida. Her many years of experience include helping leaders draw on their God-given strengths and abilities, see their value and be able to bring out the best in themselves and others all while having fun, being fulfilled and not burning out! She's able to masterfully help them navigate their blind spots while thriving in their zone of genius to take their career and leadership to a level that has a significant impact on themselves, their teams and their organization.  Her clients include leaders and executives at companies such as LinkedIn, Facebook, Google, Amazon, Twitter, Microsoft, Harpo Studios, Bank of America, CNN, The United Nations, Intuit, SalesForce, BP, Fedex, Comcast, Deloitte, Accenture, Keurig Dr. Pepper, Victoria's Secret, Warner Brothers Studios, US Bank, Coinbase, Ameriprise Financial, Nestle, Virgin, Mars, Slack, Space Force, among others.   Resources mentioned in this episode Follow Sharissa: Website: HERE LinkedIn: HERE Instagram: HERE TikTok: HERE FREE Resource-Leadership Mastery Alliance: HERE   Thank you for listening. If you enjoyed this episode, please consider subscribing and leaving a review. Leave comment on what you enjoyed from the episode and if you have any suggestions for future episodes, I'd love to hear from you. Even better, share it with a friend or colleague and turn on the notifications so that you never miss an episode. It really helps the podcast gain more listeners so that we can grow our Lead From Within community. Thanks everyone! Keep reaching for your highest branch! Let's Connect Follow me on LinkedIn Here Visit my website Here Email: mthomson@curisconsulting.ca  Self-Care Guide on Amazon: Canada: HERE USA: HERE Leave me a voice note HERE and have it included on a future podcast! Just click on the "message" tab.  It is greatly appreciated!  

SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsAFWA - https://uqb.promo/afwaAlicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.LinksIn the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdfAccounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usAlicia's Newest Trainings:QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/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  (00:00) - Welcome to The Unofficial QuickBooks Accountants Pocast (02:04) - ProAdvisor News and Announcements (11:45) - Bill Payment Release Approvals (16:56) - Check Remittance and Faster Payment Options (25:10) - Personal Updates and Upcoming Classes (27:10) - Conference Trifecta and Closing Remarks

Join us for a compelling conversation on leading through change with Karen Stroup, Chief Digital Officer at WEX. In this episode of The Data Chief, Karen shares her insights on navigating the complexities of AI adoption. She discusses why focusing on the customer problem is more important than simply applying new technology, how to build trust by accounting for the "human side" of data, and why her team uses a "two-way door decision" to combat the rapid pace of tech change. Discover her "hot take" on the future of analytics, where dashboards become a "backdrop" and an interactive, predictive experience takes center stage.Key Moments:Navigating Ambiguity with People (06:02): Karen argues that leaders' primary role is to build confidence and help people navigate ambiguity. She explains that people fear the unknown more than change and suggests involving employees in the journey to help alleviate that fear.Trust and the Human Side of Data (14:30): She highlights that giving a correct answer is not the same as building confidence that it's the right answer. Karen discusses the importance of accounting for the "human side" of how people feel about the information they receive.Prioritizing AI use cases (22:48). Karen describes WEX's approach, which starts with a top-down cultural shift from the CEO, and then uses filters like value, feasibility, and desirability to prioritize projects.The "Two-Way Door Decision" for Technology (28:13): To combat the disconnect between rapid technology evolution and slow cultural change, Karen discusses using a "two-way door decision". This approach involves architecting solutions to be vendor-agnostic, allowing the company to pivot if a technology proves to be unsuccessful."Hot Take" on the Future of Analytics (35:34): Karen's "hot take" is that the user experience will fundamentally change. She predicts that dashboards will become a "backdrop," while an interactive, predictive experience will move to the foreground.Key Quotes:"Very few customers, whether it be a business or a consumer, say, I want an AI solution. What they're really saying is, I want the problem to be simpler." - Karen Stroup"Answering the question correctly is not the same as building confidence that it's the right answer to the question." - Karen Stroup"Being able to understand data, but in a way that resonates with them, is really important. I do think ThoughtSpot does this well in the sense that you may get one answer, and you say, 'Hey, can you explain that for me?' or 'Where does the data come from?' But that ability to 'peel the onion' is really important." - Karen StroupMentions:WEX's Health and Benefits platformAgentic AI in Financial Services: The future of autonomous finance solutionsTrillion Dollar Coach: The Leadership Playbook of Silicon Valley's Bill CampbellHow Much Data Does a Ring Security Camera Use?Guest Bio: Karen joined WEX in 2022 as Chief Digital Officer, a newly created role. She brings more than 15 years of experience leading product management, digital, and innovation organizations focused on software as a service offerings, primarily in financial services.As Chief Digital Officer, Karen is responsible for expanding digital commerce opportunities by harnessing best-in-class product development, design, and digital transformation capabilities from across the enterprise. In addition to creating a unified strategic vision, she leads a team that executes against digital strategy initiatives and strives to create exceptional customer experiences by delivering new digital tools, platforms, and technologies.Prior to WEX, Karen served as the Chief Digital Officer at Thomson Reuters. Prior to her role at Thomson Reuters, Karen served as SVP, Product and Innovation at Capital One Financial Services and VP, Product Management at Intuit. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

Can you really lead a tech company if you're not technical yourself? David Windley has done exactly that. He's the former CHRO at Yahoo, held senior HR roles at Microsoft, Intuit, and Activision, scaled a startup from under $1M to $50M as CEO, and now leads HootRecruit — a recruiting tech company.  David has spent his career at the intersection of people, technology, and leadership. Listen to this episode to learn: How non-technical founders blow it when hiring their first developers Why a startup CTO is nothing like a corporate CTO The “Windley Rule” — why engineers must make sure you understand, not the other way around If you've ever felt shut out of the tech conversation because you don't code, this episode will show you how to step up as a leader. Resources from this Episode Tech for Non-Technical Founders course https://www.techfornontechies.co/tech-for-non-technical-founders Growth Through Innovation If your organisation wants to drive revenue through innovation, book a call with us here. Our workshops and innovation strategies have helped Constellation Brands, the Royal Bank of Canada and Oxford University. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you. For the full transcript, go to https://www.techfornontechies.co/blog/271-what-big-tech-taught-me-about-leading-without-code  

From snapping shrimp to blue whales, from silence to soundscapes, we cover:Why diversity of opinion is vital in leadershipHow sound affects everything from productivity to healthSimple daily practices to instantly improve your listening, and be heard more clearly in returnWhat business gets wrong about audio—and how to fix itThe importance of designing your acoustic environment with intentionJulian also shares a generous offer for my listeners: a free one-week trial of his new online community, The Listening Society. Whether you're a team leader, teacher, or simply someone who wants to deepen their relationships, The Listening Society offers tools, insights, and a community that helps you grow through sound.

In this episode of How To Ride A Roller Coaster, David Ezell sits down with Doug C. Smith of ceosalesstrategies.com, a globally recognized Sales Revenue and Profit Growth Expert. Doug has helped companies like Intuit, CBS, and Procter & Gamble generate nearly a billion dollars in revenue through his proven Double Your Sales Methodology.David and Doug dive into the heart of sales — relationships. They explore why putting the customer first is the key to long-term success, how to sell with integrity even before your product or service is fully built, and why trust and connection always outperform slick tactics.Doug also shares insights from his time leading sales training with Tony Robbins and Chet Holmes, building over 35 businesses, and creating Vibitno, a powerful sales automation platform designed to help sellers capture lost opportunities and double their sales.If you're an entrepreneur, business owner, or independent seller who wants to grow revenue while building lasting relationships with your customers, this episode is packed with strategies you can put into action right away.

What does it take to deliver personalized financial guidance to more than 140 million people every single day? That is the question I put to Wan Agus, Head of Engineering at Intuit Credit Karma, in this episode of Tech Talks Daily. Most of us open the Credit Karma app to check our credit score, look at a loan option, or browse for a better credit card. What we rarely consider is the technology running behind the curtain. Wan revealed that his teams are powering more than 60 billion daily AI predictions to understand members' needs, protect their privacy, and guide them toward the right financial choices. He explained why accuracy is everything in fintech. A misplaced recommendation can mean more than a poor customer experience; it can damage someone's credit score and hold back their progress. Our conversation also looked at what happened after Intuit acquired Credit Karma. Two very different tech stacks had to be brought together, and identity systems had to be unified so members could move seamlessly between Credit Karma and products like TurboTax. Wan compared the process to playing two complex board games at once, where success depends on strategy and collaboration. We also explored how Credit Karma is blending traditional AI with generative AI. From early chatbot experiments to today's Wallet Analyzer and Tax Advisor, Wan shared how his teams decide when to push forward with new tools and when to slow down to ensure safety and trust. He also gave us a glimpse into the future, where agent-to-agent technology could bring open banking-style transparency to the U.S. So how do you scale personalization without losing trust? And what can every business leader learn from Credit Karma's balance between speed, culture, and responsibility? I would love to hear your thoughts after listening.

On this episode, host Sima Vasa leads a candid panel discussion on the state of data quality with four industry leaders: Dyna Boen, EVP/Managing Director of Escalent; Jon Kay, Principal Market Research Manager of Intuit; Bob Fawson, Co-Founder of Data Quality Co-Op; and Steven Snell, EVP, Head of Research of Rep Data. Together, they explore the growing challenges of fraud, trust and integrity in research, and the solutions needed to safeguard reliable insights. Key Takeaways:00:00 Introduction.03:26 Prospect panel data quality has declined sharply.08:30 The industry faces a coordination problem in data quality.11:42 Good-looking fraud now impacts up to a quarter of respondents.18:20 Vendor tools differ greatly in detecting fraud and inattention.24:28 Respondent experience is critical to achieving trustworthy results.26:38 Brands cannot rely on flawed data for product launches or tracking.31:02 Industry change is accelerating, creating both risk and opportunity.32:54 Real progress begins when clients ask vendors the tough questions.35:06 Data quality is a game of inches, not silver bullets. Resources Mentioned: Escalent | WebsiteIntuit | WebsiteData Quality Co-Op | WebsiteRep Data | Website Thanks for listening to the “Data Gurus” podcast, brought to you by Infinity Squared. If you enjoyed this episode, please leave a 5-star review to help get the word out about the show, and be sure to subscribe so you never miss another insightful conversation.#Analytics #MA #Data #Strategy #Innovation #Acquisitions #MRX #Restech

Welcome to our new miniseries, Vertical SaaS: Fintech Disruption by a Thousand Cuts, sponsored by our friends at Pipe. This six-part miniseries explores how Vertical SaaS (vSaaS) platforms are becoming the operating systems for every industry. They're experiencing tremendous growth because they solve the challenges unique to SMB owners. Increasingly, those challenges are met by embedding financial products and services directly into the workflows SMBs rely on every day. In each episode, hosts Alex Johnson and Luke Voiles sit down with a vSaaS executive to unpack their journey — how they defined strategy, chose partners, launched products, and scaled responsibly. In Episode 1, Alex kicks things off with Luke himself.  From credit investing to building small business lending at Intuit and Square (and to his current role as CEO of Pipe), Luke shares his journey and explains why vertical SaaS is *the* perfect channel for embedded finance: trusted software brands delivering capital at the exact point of need…which makes capital feel like part of the workflow instead of an interruption.  Don't miss the kickoff, and subscribe now to catch future episodes and insights! Thanks for listening!  This episode was brought to you by Pipe. Pipe helps vertical SaaS platforms unlock fast, flexible capital, right inside their product. Learn more at https://pipe.com/fintechtakes Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Follow Luke: https://www.linkedin.com/in/luke-voiles/ Learn more about Pipe at https://pipe.com/fintechtakes

Show Summary: In this episode, we explore the future of accounting in the age of AI and what firms need to do to stay ahead. From the growing risk of transactional work becoming undervalued to the reality that software providers like Intuit and Xero won't be protecting accountants, the conversation gets straight to the point: AI won't replace accountants—but accountants who use AI will replace those who don't. We dive into why effective staff training and leadership are critical, and how firms can unlock big advantages by building their own micro tools and AI agents. Whether you're concerned about disruption or excited about innovation, this episode offers a clear roadmap for embracing AI and future-proofing your practice. LinkedIn:https://www.linkedin.com/in/petermccarroll/   Corporate Partner:Bill.com - https://www.bill.com/grow Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

SponsorsDigits - https://uqb.promo/digitsBluebook - https://uqb.promo/bluebookMakersHub - https://uqb.promo/makershubAFWA - https://uqb.promo/AFWAQuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.ResourcesJeff Siegel, Siegel Solutions: www.siegelsolutions.comQSP: QuickBooks OnlineYouTube Tips and Tricks: Siegel Solutions - YouTubeNew Quickbooks FREE Webinar Registration: Meeting Registration - ZoomCarrie Kahn, Complete Business Group: Learn more about the free CBG QSP Partner program: https://completebusinessgroup.com/complete-business-partners/Dan DeLong, School of Bookkeeping:https://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 Schoolofbookkeeping Blog on Intuit QB Rev Share Options: https://snip.ly/PAIncomeUQA QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907RightTool.app - mention ROYALWISE for 20% off the Pro versionReframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:57) - Defining QSP and Its Evolution (02:48) - Benefits and Requirements of the QSP Program (06:05) - Challenges and Changes in the QSP Program (09:42) - QSP's Role in Client Solutions (18:38) - Vendor Partnerships and Commissions (31:29) - Collaborative Community and Support (36:05) - Direct Relationships with Intuit Reps (37:14) - Leveraging QSPs for Complex Migrations (38:00) - Understanding QuickBooks Pricing Programs (39:49) - Benefits of Partnering with CBG (41:19) - Changes in Merchant Services and Preferred Pricing (49:15) - Choosing the Right QSP for Your Needs (57:08) - Exploring Acumatica as an ERP Solution (01:02:09) - Wrap-Up and Future Plans

HighlightsGoogle's new Agent Development Kit (ADK) (3:16)Getting production agents ready (8:33)Taking risks in career (11:10)Balancing life (13:22)How being a WiDS Ambassador impacted Shir's career (19:31)BioShir Meir Lador leads a team evangelizing applied AI at Google cloud. Previously, she worked as the AI group Manager of the Document Intelligence Group at Intuit, where she led teams in developing AI services that helped consumers and small businesses prosper. Prior to intuit, sheworked at 2 Israeli startups as a data scientist and researcher.A recognized leader in AI and data science, Shir is a former WiDS Tel Aviv Ambassador, co-founder and organizer of PyData Tel Aviv, and co-host of Unsupervised, a podcast exploring the latest in data science. She frequently speaks at international AI and data science conferences, sharing insights on applied machine learning and AI innovation.Shir holds an M.Sc. in Electrical Engineering and Computers from Ben-Gurion University, specializing in machine learning and signal processing. Passionate about fostering inclusive data science communities, she actively contributes to initiatives that bridge AI research and business impact. Links and ResourcesGoogle Developer Workshop Connect with ShirShir Meir Lador on Linkedin, Medium, and X Connect with UsShelly Darnutzer on LinkedInFollow WiDS on LinkedIn (@Women in Data Science (WiDS) Worldwide), Twitter (@WiDS_Worldwide), Facebook (WiDSWorldwide), and Instagram (wids_worldwide)Listen and Subscribe to the WiDS Podcast on Apple Podcasts, Google Podcasts, Spotify, Stitcher

Anika JacksonHelping cause driven businesses and entrepreneurs to empower, celebrate, and amplify their impact in the world.Anika Jackson strives to create ecosystems where technology, education, and philanthropy converge to address global challenges and empower individuals to realize their full potential as catalysts for change. Your Brand Amplified is her marketing and communications consultancy, and the Your Brand Amplified® business podcast, launched in 2020, ranks in the top 1.5% globally on ListenNotes and in the top 100 on Apple Podcasts in Marketing for the US.At USC's Annenberg School, she shapes the next generation of communicators and utilizes her extensive background in public relations, digital media, and strategic communications as a part-time faculty member for the MS in Digital Media Management program and co-host for the Mediascape: Insights from Digital Changemakers podcast. Anika's industry leadership includes roles on UC Santa Barbara's Women in Leadership advisory board and Intuit's Small Business Council, as well as her newest addition, as a member of the International Academy for Digital Arts and Sciences (IADAS) as a Webby Awards judge. She contributes her knowledge and thought leadership to various local, national, and global organizations, from tech startups to nonprofits. As Head of Philanthropy at the ICL Foundation, Anika utilizes her passions to drive charitable initiatives and community Want to be a guest on Book 101 Review? Send Daniel Lucas a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/17372807971394464fea5bae3 Hosted on Acast. See acast.com/privacy for more information.

As Leslie Witt took to the stage Sept. 3 to deliver the keynote at Kaleidoscope, 8am's inaugural customer conference, it was the culmination of a whirlwind summer. It had been just four months since she had joined the company formerly known as AffiniPay as chief product officer, responsible for leading product transformation and strategy for established legal tech brands LawPay, MyCase, CASEpeer and Docketwise. In the intervening 16 weeks, the company had undergone a major rebrand and finalized details of its first major conference. Now, two weeks after the rebrand and as the conference got underway, Witt stood before the keynote audience detailing the company's newest product initiatives, including its upcoming launch of its generative AI-driven 8AM IQ.  Not long after Witt wrapped up her keynote, LawNext host Bob Ambrogi sat down with her live for this extended conversation. They spoke at the Kaleidoscope venue in Austin in a recording studio provided by 8am, where they discussed her background and career, her reasons for joining 8am, and the product announcements she had made earlier that day. Those announcements included the beta launch of an AI “Chat with Cases” feature that allows lawyers to ask questions of and search their case files, the integration of three core 8am products — LawPay, MyCase and SmartSpend — on a single technology platform, and more.  Before joining 8am in May, Witt had more than two decades of experience in leading product teams. Most recently, she had served as the chief product and design officer at the mental health and wellness technology company Headspace. She previously held senior positions at Intuit, where she led global design, research and innovation initiatives focused on small businesses.  Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Briefpoint, eliminating routine discovery response and request drafting tasks so you can focus on drafting what matters (or just make it home for dinner). Paxton, Rapidly conduct research, accelerate drafting, and analyze documents with Paxton. What do you need to get done today?    If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.   Chapters 00:00 Introduction to 8AM and Leslie Witt 01:43 Leslie Witt's Background and Experience 09:53 Brand Transformation from Affinipay to 8AM 15:44 Product Design Philosophy and Customer Engagement 20:22 Platform Integration and New Features 24:57 Future Directions and Industry Impact

What if true success isn't about climbing higher—but about letting go? In this episode, Ariege Misherghi, SVP and GM of the AR, AP, and Account Channel at BILL, reflects on how humility, curiosity, and a willingness to quiet the ego have shaped her leadership journey. Raised by immigrant parents who instilled deep values around education and gratitude, Ariege shares how those early lessons continue to guide her today. We explore her career path through product management roles at PayCycle and Intuit, her leadership principles, her passion for gaming and technology, and her bold vision for transforming financial operations through agentic experiences. This conversation is a compelling reminder that success is as much about mindset as it is about metrics.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Today, Erik sits down with the co-founder and CEO of Entrupy and the co-inventor of Entrupy's patented technology, Vidyuth Srinivasan. Vidyuth is on a mission to take down the counterfeiting industry, one fake designer bag at a time. Entrupy is the leading AI-powered authentication technology for luxury handbags and sneakers.   More about Vidyuth: Vidyuth earned a degree in journalism while simultaneously designing and developing video games for Raptor Entertainment. He then embarked on a stellar career across a variety of roles including sales, business development, marketing, PR and filmmaking, while also working for software giants such as Intuit, Microsoft. Since its inception in 2012, Entrupy has authenticated $5B worth of inventory and has collected 50M reference images to train its AI database. Today, Entrupy operates in 90+ countries and works with thousands of customers across the globe. This includes retailers, pawn shops, and department stores as well as TikTok Shop as the official authentication technology for handbags and sneakers on the platform. Entrupy's fast-learning AI technology has a 99.1% accuracy rate, spotting things that the human eye can't. Entrupy authenticates handbags and sneakers from major brands including Louis Vuitton, Prada, Dior, Balenciaga, Gucci, YSL, Burberry, and so many more. Every year, Entrupy releases a “State of the Fake” report, which reveals proprietary data garnered from Entrupy's millions of AI-driven evaluations performed on products. As one of the few authentication solutions on the market and the only one that publicly shares this amount of data, the report aims to build awareness around the murky world of counterfeits and educate people on the impact counterfeit goods are having on both people and the environment. Check out the 2024 report HERE.   Is there a guest you want Equalman to interview on the podcast? Do you have any questions you wish you could ask an expert? Send an email to our team: Equalman@equalman.com   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

This episode of the Next Level Healing Podcast is the recording of a webinar hosted by Dr. Tara Perry and John K. Bates, a visionary TED and TEDx coach who trained and coached leaders at NASA—including the astronauts—GE Aerospace, US Navy Special Operations, Johnson & Johnson's JLABS, Boston Scientific, Google, and Intuit.  Dr. Tara and John answer participant questions about storytelling, branding, business, transformation, and so much more.This is a conversation you don't want to miss!Work with Dr. Tara PerryTune in every week for a new episode of Next Level Healing. Subscribe on your favorite podcasting platform and never miss an episode!

Marcus welcomes Rob Israch, President of Tipalti – a late-stage, fast-growth SaaS company in the finance sector. Rob shares his extensive experience from NetSuite, Intuit, and GE, detailing his unique journey from marketing to president, and the "fun ups and downs and pitfalls" of scaling a global business. The discussion delves into the critical aspects of building and leading a company through various growth phases, adapting to market changes, fostering effective communication, and understanding what truly drives sustainable success in a rapidly evolving economic landscape. Key Discussion Points: From Marketer to President Rob's background as a marketer and his career trajectory from CMO to President at Tipalti. The importance of embracing "grey space" – taking on challenges beyond one's immediate job scope and being willing to learn. Why getting results, being humble, and executing, even on "unsexy things," are crucial for career advancement. Advice for CMOs Aspiring to Leadership The necessity for marketers to be analytical, capable of marrying creativity with metrics, and speaking the language of finance and the board. Avoiding sounding "too much like a marketer" by focusing on truth-finding and problem-solving with numbers, rather than just storytelling. The Evolution of a Scaled Business: Tipalti's Journey Insights into Tipalti's growth from 25 employees to over 1,000 in 11 years. Changes in hiring, talent acquisition, and leadership skills needed at different stages of growth. The increasing importance of communication and alignment as a company scales. The Critical Role of Middle Management The immense impact of a strong middle management layer on a successful operation. The challenge of selecting the right leaders, maintaining a high bar, and knowing when to promote from within versus bringing in outside talent. Detecting leaders who "talk a good game but can't actually get results". Operating Rhythms and Communication at Scale The necessity of formalising company values and mission as a business grows, moving past initial cynicism. Examples of operating rhythms, including quarterly leadership offsites, cross-functional business leader meetings, and CEO roundtables. The importance of one-to-one conversations and cross-functional SWAT teams to break down silos in larger organisations. Detecting Hidden Issues (Rot Under the Floorboards) Using a balanced scorecard as a metric system to avoid people gaming a single goal and to gain comprehensive insights. The value of early indicators and actively listening to employees and customers to uncover problems not captured by metrics. What Investors Should Ask (But Rarely Do) The need for investors to dig deeper into a company's identity, target market segments, and differentiators to understand the "why" behind the metrics. Dangers of Misguided Scaling Assumptions The common mistake of assuming that simply hiring "top talent" from prestigious backgrounds will solve all issues, without considering their fit and ability to adapt and execute at all levels. The continuous need for leaders to adapt and evolve every six months as the business changes. Holistic Business Growth vs. Deal Momentum Theatre Protecting against "deal momentum theatre" where new wins are celebrated, but cash flow, retention, and loyalty lag. The shift towards a healthy, holistic approach with happy, advocating customers as the most profitable way to grow, even if it feels uncomfortable. How Tipalti re-emphasised customer centricity through values, committees, and new metrics when growth challenged earlier informal approaches. Regrets in Institutionalising Processes Regretting a period of too much focus on new business conversion at the expense of the entire customer lifecycle. The tricky balance between investing in product vision and addressing immediate customer needs. Balancing Investor Pressure with SaaS Reinvestment The importance of a smart LTV to CAC model to balance short-term gains with long-term sustainability and profitability. LTV to CAC as a filter that guides investment decisions and helps communicate strategy to investors. Rethinking Customer Health: NPS vs. Net Value Score Rob's advocacy for NPS as a humbling and valuable metric for customer-centric culture, though acknowledging its limitations in directly linking to business results and long-term value. Marcus introduces his concept of a Net Value Score which ties customer outcomes directly to revenue retention and margin for a more honest and predictable measure of future relationship value. Loyalty as the North Star The distinction between renewal, repeat purchases, and customer loyalty. Loyalty as the ultimate aspiration for a business, which naturally drives the other two, and serves as a vital "North Star" for employee motivation. Systematising Referrals and Customer Expansion (GoToBase) Using data science and data mining to correlate customer behaviors with LTV to CAC, expansion rates, and product usage. The observation that customer expansion and "GoToBase" motions are often immature in many organisations, with a heavy focus on new logos. The argument that referrals should be a systematised engine, not an accident, and that happy customers are the foundation. Adapting to the New Economic Reality and the Power of Trust The shift from an environment of cheap money and growth at all costs to one demanding profitability and sustainable metrics. The need for go-to-market leadership to adapt or be replaced, with increased importance of customer success, account management, and marketing/channel functions. In an age of decreasing trust due to AI and media, companies that build around trust within their customer and partner base will thrive, making trust a powerful, measurable "operating system" and "North Star". Rob's Best Mistake: Being naive and taking chances in "grey spaces," which doesn't always work out but consistently leads to valuable learning and experience. Connect : You can find Rob Israch on LinkedIn https://www.linkedin.com/in/robisrach/   Don't forget to like, comment, and share this episode! If you're a leader navigating rapid growth, this conversation is for you. Stay safe and happy selling!

Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Daniel Dus, CEO of Clean Tech Industry Resources (CIR) and founder of Solar Fight Night. Daniel shares his unique perspective on how his company is reshaping solar development through “Development as a Service” and “Construction as a Service” models, making it easier for developers, financiers, and EPCs to scale projects efficiently. Benoy and Daniel dive into industry trends, lessons learned from years of experience, and how CIR is positioning itself as a critical partner in today's fast-changing renewable energy landscape. The conversation also highlights one of the largest renewable-energy fundraising events coming up at RE+ in Las Vegas, Solar Fight Night, and why community and collaboration are more important than ever.   Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.   Daniel Dus 18 years in renewable energy C-suite and Board roles, overseeing the completion of over $1 billion worth of renewable energy projects spanning 23 states nationwide. MBA, Stanford Certified Project Manager, Villanova Certified Six Sigma Master Lean Blackbelt, Certificates in Energy Hedging, NERC, Grid Security and SCADA. Previously led the US division of a $32 billion top-three global, fully integrated renewable energy platform, which encompassed PV manufacturing to asset ownership, and was a vital part of a $100 billion multinational corporation. Achieved notable project honors, including a Congressional Certificate of Recognition from the US House of Representatives, Recognition for an Innovative Public-Private Partnership from The White House, and the title of Best Solar Collaboration by Solar Power Generation USA. Served a diverse array of clients, including JP Morgan Chase, Hertz, Westfield Malls, Bridgestone, UCLA, Intuit, Hilton, Panasonic, Macerich, CBS Studios, and numerous cities, such as Los Angeles, Pasadena, San Diego, Santa Monica, Breckenridge, Aurora, Orange, and Southbridge. Seasoned executive with extensive experience in the renewable energy sector. Recognized as the Founder of Shared Estates and Co-Founder of Solar Fight Night, the largest renewable energy non-profit fundraiser worldwide.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com    Daniel Dus Linkedin:  https://www.linkedin.com/in/danielrdus/ Website:  https://cleantechindustryresources.com/ Solar Fight Night:  https://www.solarfightnight.org/   This episode of the Solar Maverick Podcast is brought to you by Leo Berwick. Leo Berwick is a tax, valuation, cost segregation, modeling and financial due diligence advisory firm focused on infrastructure, energy, renewables, and private equity. They are a carefully curated team of top talent within each of these core disciplines. Their sector focus and coordinated teams allow them to move fast, stay efficient, and get deals done.  Whether it's tax structuring, due diligence, financial modeling, valuations, or post-deal support, Leo Berwick covers the full deal lifecycle.  With decades of experience and an acute awareness of commercial considerations that can make or break a deal, Leo Berwick is helping investors unlock value in some of the most important sectors of the future.  To learn more, visit leoberwick.com.

Are AI bank feeds helping—or just creating more work? Blake and David unpack Intuit's missteps, why “use AI to make the rules” matters, and how a no‑code agent now posts multi‑line bills to Xero. They demo Excel's new "copilot()" function, share how FP&A roles are shifting, and hit headlines from Barstool's lawsuit to tariffs and Gusto's Guideline deal. You'll leave with practical ways to deploy AI, avoid hidden risks, and boost margins.SponsorsOnPay - http://accountingpodcast.promo/onpay TeamUp - http://accountingpodcast.promo/teamupDigits - http://accountingpodcast.promo/digitsChapters(00:43) - Planning with AI (02:03) - The Threat of AI to Consultants (04:41) - AI in QuickBooks: A Double-Edged Sword (06:19) - AI's Limitations and Future in Accounting (27:02) - Excel's New AI Copilot (28:22) - Introducing the Copilot Function in Excel (33:50) - AI in the Workplace: Challenges and Opportunities (37:44) - Barstool Sports vs. Omega Accounting Solutions (41:29) - New Tariff Policies and Their Impact (53:45) - Gusto Acquires Guideline for Retirement Services (54:26) - Conclusion and CPE Information  Show NotesBring AI to your formulas with the COPILOT function in Excel https://techcommunity.microsoft.com/blog/microsoft365insiderblog/bring-ai-to-your-formulas-with-the-copilot-function-in-excel/4443487FP&A pros anticipate AI-driven headcount reductions https://www.accountingtoday.com/news/fp-a-pros-anticipate-ai-driven-headcount-reductionsPresident Trump Ends Unfair "De Minimis" Tariff Exemption, A Major Victory in Securing the Homeland https://www.dhs.gov/news/2025/07/31/president-trump-ends-unfair-de-minimis-tariff-exemption-major-victory-securingFact Sheet: President Donald J. Trump is Protecting the United States' National Security and Economy by Suspending the De Minimis Exemption for Commercial Shipments Globally https://www.whitehouse.gov/fact-sheets/2025/07/fact-sheet-president-donald-j-trump-is-protecting-the-united-states-national-security-and-economy-by-suspending-the-de-minimis-exemption-for-commercial-shipments-globally/Barstool Sports Sues Accounting Firm Over Unpaid Advertising Bills https://www.sportico.com/law/analysis/2025/barstool-omega-accounting-solutions-advertising-lawsuit-1234868719/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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

Can AI agents actually reduce your workload—or just add hype? Blake demos how he rebuilt bill-entry “Hubdoc-style” in about an hour with Zapier Agents, then maps out why most AI pilots fail without documented workflows and human approvals. Plus: PwC's plan to hire one-third fewer grads, juniors supervising AI, HMRC scanning social posts for tax gaps, and fresh salary and pricing benchmarks. Learn where AI truly fits—and how to price with confidence.SponsorsRelay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup Human at Scale - http://accountingpodcast.promo/humanDigits - http://accountingpodcast.promo/digitsChapters(05:36) - AI Agents: Hype vs. Reality (07:49) - AI's Impact on Corporate America (10:28) - Challenges in AI Integration (19:11) - PWC and AI: Training the Next Generation (21:43) - Building AI Agents with Zapier (41:00) - Human at Scale: Transforming Accounting Firms (42:34) - Live Stream Chat and AI Future (45:14) - Outsourcing vs. AI in Business (46:37) - AI in Accounting: Supervision and Customization (48:33) - Intuit's Q4 Earnings and QuickBooks Live (51:00) - AI's Impact on Accounting Jobs and Tools (59:48) - UK's AI Tax Fraud Detection (01:03:27) - Accounting Salary Survey Results (01:13:40) - Client Relationships and Free Speech Issues (01:18:18) - Conclusion and CPE Information  Show NotesThe GenAI Divide: State of AI in Business 2025 (MIT NANDA Report)https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/Getting a job at PwC out of college will be a lot tougher. It plans to recruit a third fewer grads by 2028 https://www.aol.com/getting-job-pwc-college-lot-120316405.htmlHMRC uses AI to spot tax fraud on social media https://www.accountancyage.com/2025/08/12/hmrc-uses-ai-to-spot-tax-fraud-on-social-media/The 2025 Accounting Today Salary Survey: Sweetening the deal https://www.accountingtoday.com/news/the-2025-accounting-today-salary-survey-sweetening-the-deal2025 U.S. Accounting and Tax Pricing Benchmark (Ignition) https://www.ignitionapp.com/us/2025-accounting-tax-pricing-benchmarkTaxDome Releases First-of-Its-Kind 2025 Niche Business Accounting Report https://www.morningstar.com/news/pr-newswire/20250819ph53815/taxdome-releases-first-of-its-kind-2025-niche-business-accounting-report2025 Niche Business Accounting Report (TaxDome) https://taxdome.com/niche-report-2025Need 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/OvercastClassifiedsWant 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

Send us a textSummer is the perfect time to reset your business vision. While most people wait until January to set goals, by then the momentum is gone. Summer offers a rare window — the pace slows, creativity rises, and you can refresh your vision without the pressure of year-end.This episode shares why summertime is the ideal season to rethink your business vision, how to reset it without hustle or overwhelm, and the steps to align your business with the future you actually want.You'll learn…Why summer is the best season to reset your vision (and how to do it without hustle)The symptoms of a business that's lost connection to vision — and how to recognize themThe 5-step vision reset framework: Commit, Intuit, Ask, Find the Words, ShareHow to stay aligned and inspired with your vision for the rest of the yearThis episode at a glance:[00:00] – Summer is the hidden window to reset your vision[04:15] – Why your vision is your north star for growth and decision-making[09:30] – The real costs of losing connection to vision[15:00] – The 5-step framework to reset your business vision[28:40] – Tips to stay on track: posting, roadmapping, celebrating, and sharing[35:00] – Resources to help you stay inspired and motivatedResources and Links mentioned in this episodeTake a walk down memory lane with Schoolhouse RockStay connected to what matters most with the Five Minute JournalWrite, draw, paint, collage, and build your vision with the Living Vision BoardDownload and work through the Business Vision WorkbookWant to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.

Send us a textDr. Barrett Keene is the Senior Director of Talent Development at Stanford Health Care. He previously served as Director of Talent Development at Intuit, where he led teams that develop leaders in Silicon Valley and across the world. Before Intuit, Barrett worked at Tesla as an executive coach and the Head of Leadership and Talent Development for Tesla's Engineering organizations. In addition to Barrett's work as an internal Leadership and Talent Development leader, Barrett spent four years helping nine Fortune 100 companies develop their leaders and employees with Accenture Strategy and the previous eleven years as an independent leadership development consultant within more than 80 organizations.Before joining Accenture, Barrett completed a PhD at Cornell University focusing on Transformational Leadership and Behavioral Integrity and a Master of Business Management while teaching middle school and high school in Miami and Tampa. Barrett lives with his wife and children in Palo Alto, California.A Quote From This Episode“We've skipped over transactional leadership for too long, but without those foundations, the staircase of leadership falls apart.”Resources Mentioned in This Episode 

The US Bureau of Labor Statistics projects higher than average growth in accounting and finance positions in the coming decade. In fact, over 715,000 openings are predicted in the business and finance sphere between now and 2031. With such strong growth (and earning potential), it's no wonder educators want to prepare students for jobs in accounting and finance. In this episode, we sat down with two accounting educators: Ashley Faulkner and David Waite. Ashley is a teacher at Triton High School in North Carolina, where she is a strong certification advocate. Over the past 11 years, Ashley has earned more than 40 certifications—and helped her students earn more than 1,150 individual certifications. She has also served as an FBLA adviser and as the North Carolina Southeast Region advisor. Outside her teaching career, Ashley is the chief financial officer for Simple Web Solutions, Inc., EM Audio, Inc., and Butler Faulkner Enterprise, and she is the mother of two active children.  David began his career as an auditor and was one of the rare humans who genuinely enjoyed it. After earning his CPA, he spent 15 years in public and private accounting before discovering his passion for teaching. An unexpected opportunity to teach accounting in Hawaii led him to academia, where he now focuses on bridging the gap between theory and practice. His teaching philosophy is simple: motivate students to prepare before class, engage actively during class, and tackle real-world challenges after class. Drawing from his industry experience, David strives to bring accounting to life for his students and future professionals.  We talk with Ashley and David about the skills accounting and finance professionals need and how to teach these skills in the classroom. Plus, we dive into connecting with local businesses for students' internship and job opportunities. And last, but not least, how certification empowers students along the way.  Learn more about Intuit certification here.  Connect with educators like Ashley and David in our CERTIFIED Educator Community here.  Get all the CERTIFIED Educator's Conference details here. 

Nonprofits, your “10 blue links” era is over. In this episode, Avinash Kaushik (Human-Made Machine; Occam's Razor) breaks down Answer Engine Optimization—why LLMs now decide who gets seen, why third-party chatter outweighs your own site, and what to do about it. We get tactical: build AI-resistant content (genuine novelty + depth), go multimodal (text, video, audio), and stamp everything with real attribution so bots can't regurgitate you into sludge. We also cover measurement that isn't delusional—group your AEO referrals, expect fewer visits but higher intent, and stop worshiping last-click and vanity metrics. Avinash updates the 10/90 rule for the AI age (invest in people, plus “synthetic interns”), and torpedoes linear funnels in favor of See-Think-Do-Care anchored in intent. If you want a blunt, practical playbook for staying visible—and actually converting—when answers beat searches, this is it. About Avinash Avinash Kaushik is a leading voice in marketing analytics—the author of Web Analytics: An Hour a Day and Web Analytics 2.0, publisher of the Marketing Analytics Intersect newsletter, and longtime writer of the Occam's Razor blog. He leads strategy at Human Made Machine, advises Tapestry on brand strategy/marketing transformation, and previously served as Google's Digital Marketing Evangelist. Uniquely, he donates 100% of his book royalties and paid newsletter revenue to charity (civil rights, early childhood education, UN OCHA; previously Smile Train and Doctors Without Borders). He also co-founded Market Motive. Resource Links Avinash Kaushik — Occam's Razor (site/home) Occam's Razor by Avinash Kaushik Marketing Analytics Intersect (newsletter sign-up) Occam's Razor by Avinash Kaushik AEO series starter: “AI Age Marketing: Bye SEO, Hello AEO!” Occam's Razor by Avinash Kaushik See-Think-Do-Care (framework explainer) Occam's Razor by Avinash Kaushik Books: Web Analytics: An Hour a Day | Web Analytics 2.0 (author pages) Occam's Razor by Avinash Kaushik+1 Human Made Machine (creative pre-testing) — Home | About | Products humanmademachine.com+2humanmademachine.com+2 Tapestry (Coach, Kate Spade) (company site) Tapestry Tools mentioned (AEO measurement): Trakkr (AI visibility / prompts / sentiment) Trakkr Evertune (AI Brand Index & monitoring) evertune.ai GA4 how-tos (for your AEO channel + attribution): Custom Channel Groups (create an “AEO” channel) Google Help Attribution Paths report (multi-touch view) Google Help Nonprofit vetting (Avinash's donation diligence): Charity Navigator (ratings) Charity Navigator Google for Nonprofits — Gemini & NotebookLM (AI access) Announcement / overview | Workspace AI for nonprofits blog.googleGoogle Help Example NGO Avinash supports: EMERGENCY (Italy) EMERGENCY Transcript Avinash Kaushik: [00:00:00] So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now ​ George Weiner: [00:01:00] This week's guest, Avinash Kaushik is an absolute hero of mine because of his amazing, uh, work in the field of web analytics. And also, more importantly, I'd say education. Avinash Kaushik, , digital marketing evangelist at Google for Google Analytics. He spent 16 years there. He basically is. In the room where it happened, when the underlying ability to understand what's going on on our websites was was created. More importantly, I think for me, you know, he joined us on episode 45 back in 2016, and he still is, I believe, on the cutting edge of what's about to happen with AEO and the death of SEO. I wanna unpack that 'cause we kind of fly through terms [00:02:00] before we get into this podcast interview AEO. Answer engine optimization. It's this world of saying, alright, how do we create content that can't just be, , regurgitated by bots, , wholesale taken. And it's a big shift from SEO search engine optimization. This classic work of creating content for Google to give us 10 blue links for people to click on that behavior is changing. And when. We go through a period of change. I always wanna look at primary sources. The people that, , are likely to know the most and do the most. And he operates in the for-profit world. But make no mistake, he cares deeply about nonprofits. His expertise, , has frankly been tested, proven and reproven. So I pay attention when he says things like, SEO is going away, and AEO is here to stay. So I give you Avan Kashic. I'm beyond excited that he has come back. He was on our 45th episode and now we are well over our 450th episode. So, , who knows what'll happen next time we talk to him. [00:03:00] This week on the podcast, we have Avinash Kaushik. He is currently the chief strategy officer at Human Made Machine, but actually returning guest after many, many years, and I know him because he basically introduced me to Google Analytics, wrote the literal book on it, and also helped, by the way. No big deal. Literally birth Google Analytics for everyone. During his time at Google, I could spend the entire podcast talking about, uh, the amazing amounts that you have contributed to, uh, marketing and analytics. But I'd rather just real quick, uh, how are you doing and how would you describe your, uh, your role right now? Avinash Kaushik: Oh, thank you. So it's very excited to be back. Um, look forward to the discussion today. I do, I do several things concurrently, of course. I, I, I am an author and I write this weekly newsletter on marketing and analytics. Um, I am the Chief Strategy Officer at Human Made Machine, a company [00:04:00] that obsesses about helping brands win before they spend by doing creative pretesting. And then I also do, uh, uh, consulting at Tapestry, which owns Coach and Kate Spades. And my work focuses on brand strategy and marketing transformation globally. George Weiner: , Amazing. And of course, Occam's Razor. The, the, yes, the blog, which is incredible. I happen to be a, uh, a subscriber. You know, I often think of you in the nonprofit landscape, even though you operate, um, across many different brands, because personally, you also actually donate all of your proceeds from your books, from your blog, from your subscription. You are donating all of that, um, because that's just who you are and what you do. So I also look at you as like team nonprofit, though. Avinash Kaushik: You're very kind. No, no, I, I, yeah. All the proceeds from both of my books and now my newsletter, premium newsletter. It's about $200,000 a year, uh, donated to nonprofits, and a hundred [00:05:00] percent of the revenue is donated nonprofit, uh, nonprofits. And, and for me, it, it's been ai. Then I have to figure out. Which ones, and so I research nonprofits and I look up their cha charity navigators, and I follow up with the people and I check in on the works while, while don't work at a nonprofit, but as a customer of nonprofits, if you will. I, I keep sort of very close tabs on the amazing work that these charities do around the world. So feel very close to the people that you work with very closely. George Weiner: So recently I got an all caps subject line from you. Well, not from you talking about this new acronym that was coming to destroy the world, I think is what you, no, AEO. Can you help us understand what answer engine optimization is? Avinash Kaushik: Yes, of course. Of course. We all are very excited about ai. Obviously you, you, you would've to live in. Some backwaters not to be excited about it. And we know [00:06:00] that, um, at the very edge, lots of people are using large language models, chat, GPT, Claude, Gemini, et cetera, et cetera, in the world. And, and increasingly over the last year, what you have begun to notice is that instead of using a traditional search engine like Google or using the old Google interface with the 10 blue links, et cetera. People are beginning to use these lms. They just go to chat, GPT to get the answer that they want. And the one big difference in this, this behavior is I actually have on September 8th, I have a keynote here in New York and I have to be in Shanghai the next day. That is physically impossible because it, it just, the time it takes to travel. But that's my thing. So today, if I wanted to figure out what is the fastest way. On September 8th, I can leave New York and get to Shanghai. I would go to Google flights. I would put in the destinations. It will come back with a crap load of data. Then I poke and prod and sort and filter, and I have to figure out which flight is right for that. For this need I have. [00:07:00] So that is the old search engine world. I'm doing all the work, hunting and pecking, drilling down, visiting websites, et cetera, et cetera. Instead, actually what I did is I went to charge GBT 'cause I, I have a plus I, I'm a paying member of charge GBT and I said to charge GBTI have to do a keynote between four and five o'clock on September 8th in New York and I have to be in Shanghai as fast as I possibly can be After my keynote, can you find me the best flight? And I just typed in those two sentences. He came back and said, this Korean airline website flight is the best one for you. You will not get to your destination on time until, unless you take a private jet flight for $300,000. There is your best option. They're gonna get to Shanghai on, uh, September 10th at 10 o'clock in the morning if you follow these steps. And so what happened there? I didn't have to hunt and pack and dig and go to 15 websites to find the answer I wanted. The engine found the [00:08:00] answer I wanted at the end and did all the work for me that you are seeing from searching, clicking, clicking, clicking, clicking, clicking to just having somebody get you. The final answer is what I call the, the, the underlying change in consumer behavior that makes answer engine so exciting. Obviously, it creates a challenge for us because what happened between those two things, George is. I didn't have to visit many websites. So traffic is going down, obviously, and these interfaces at the moment don't have paid search links for now. They will come, they will come, but they don't at the moment. So traffic's gonna go down. So if you're a business, you're a nonprofit, how. Do you deal with the fact that you're gonna lose a lot of traffic that you get from a search engine? Today, when all of humanity moves to the answer Engine W world, only about two or 3% of the people are doing it. It's growing very rapidly. Um, and so the art of answer engine optimization [00:09:00] is making sure that we are building for these LMS and not getting stuck with only solving for Google with the old SEO techniques. Some of them still work, but you need to learn a lot of new stuff because on average, organic traffic will drop between 16 to 64% negative and paid search traffic will drop between five to 30% negative. And that is a huge challenge. And the reason you should start with AEO now George Weiner: that you know. Is a window large enough to drive a metaphorical data bus through? And I think talk to your data doctor results may vary. You are absolutely right. We have been seeing this with our nonprofit clients, with our own traffic that yes, basically staying even is the new growth. Yeah. But I want to sort of talk about the secondary implications of an AI that has ripped and gripped [00:10:00] my website's content. Then added whatever, whatever other flavors of my brand and information out there, and is then advising somebody or talking about my brand. Can you maybe unwrap that a little bit more? What are the secondary impacts of frankly, uh, an AI answering what is the best international aid organization I should donate to? Yes. As you just said, you do Avinash Kaushik: exactly. No, no, no. This such a, such a wonderful question. It gets to the crux. What used to influence Google, by the way, Google also has an answer engine called Gemini. So I just, when I say Google, I'm referring to the current Google that most people use with four paid links and 10 SEO links. So when I say Google, I'm referring to that one. But Google also has an answer engine. I, I don't want anybody saying Google does is not getting into the answer engine business. It is. So Google is very much influenced by content George that you create. I call it one P content, [00:11:00] first party content. Your website, your mobile app, your YouTube channel, your Facebook page, your, your, your, your, and it sprinkles on some amount of third party content. Some websites might have reviews about you like Yelp, some websites might have PR releases about you light some third party content. Between search engine and engines. Answer Engines seem to overvalue third party content. My for one p content, my website, my mobile app, my YouTube channel. My, my, my, everything actually is going down in influence while on Google it's pretty high. So as here you do SEO, you're, you're good, good ranking traffic. But these LLMs are using many, many, many, literally tens of thousands more sources. To understand who you are, who you are as a nonprofit, and it's [00:12:00] using everybody's videos, everybody's Reddit posts, everybody's Facebook things, and tens of thousands of more people who write blogs and all kinds of stuff in order to understand who you are as a nonprofit, what services you offer, how good you are, where you're falling short, all those negative reviews or positive reviews, it's all creepy influence. Has gone through the roof, P has come down, which is why it has become very, very important for us to build a new content strategy to figure out how we can influence these LMS about who we are. Because the scary thing is at this early stage in answer engines, someone else is telling the LLMs who you are instead of you. A more, and that's, it feels a little scary. It feels as scary as a as as a brand. It feels very scary as I'm a chief strategy officer, human made machine. It feels scary for HMM. It feels scary for coach. [00:13:00] It's scary for everybody, uh, which is why you really urgently need to get a handle on your content strategy. George Weiner: Yeah, I mean, what you just described, if it doesn't give you like anxiety, just stop right now. Just replay what we just did. And that is the second order effects. And you know, one of my concerns, you mentioned it early on, is that sort of traditional SEO, we've been playing the 10 Blue Link game for so long, and I'm worried that. Because of the changes right now, roughly what 20% of a, uh, search is AI overview, that number's not gonna go down. You're mentioning third party stuff. All of Instagram back to 2020, just quietly got tossed into the soup of your AI brand footprint, as we call it. Talk to me about. There's a nonprofit listening to this right now, and then probably if they're smart, other organizations, what is coming in the next year? They're sitting down to write the same style of, you know, [00:14:00] ai, SEO, optimized content, right? They have their content calendar. If you could have like that, I'm sitting, you're sitting in the room with them. What are you telling that classic content strategy team right now that's about to embark on 2026? Avinash Kaushik: Yes. So actually I, I published this newsletter just last night, and this is like the, the fourth in my AEO series, uh, newsletter, talks about how to create your content portfolio strategy. Because in the past we were like, we've got a product pages, you know, the equivalent of our, our product pages. We've got some, some, uh, charitable stories on our website and uh, so on and so forth. And that's good. That's basic. You need to do the basics. The interesting thing is you need to do so much more both on first party. So for example, one of the first things to appreciate is LMS or answer engines are far more influenced by multimodal content. So what does that mean? Text plus [00:15:00] video plus audio. Video and audio were also helpful in Google. And remember when I say Google, I'm referring to the old linky linking Google, not Gemini. But now video has ton more influence. So if you're creating a content strategy for next year, you should say many. Actually, lemme do one at a time. Text. You have to figure out more types of things. Authoritative Q and as. Very educational deep content around your charity's efforts. Lots of text. Third. Any seasonality, trends and patterns that happen in your charity that make a difference? I support a school in, in Nepal and, and during the winter they have very different kind of needs than they do during the summer. And so I bumped into this because I was searching about something seasonality related. This particular school for Tibetan children popped up in Nepal, and it's that content they wrote around winter and winter struggles and coats and all this stuff. I'm like. [00:16:00] It popped up in the answer engine and I'm like, okay. I research a bit more. They have good stories about it, and I'm supporting them q and a. Very, very important. Testimonials. Very, very important interviews. Very, very important. Super, super duper important with both the givers and the recipients, supporters of your nonprofit, but also the recipient recipients of very few nonprofits actually interview the people who support them. George Weiner: Like, why not like donors or be like, Hey, why did you support us? What was the, were the two things that moved you from Aware to care? Avinash Kaushik: Like for, for the i I Support Emergency, which is a Italian nonprofit like Ms. Frontiers and I would go on their website and speak a fiercely about why I absolutely love the work they do. Content, yeah. So first is text, then video. You gotta figure out how to use video a lot more. And most nonprofits are not agile in being able to use video. And the third [00:17:00] thing that I think will be a little bit of a struggle is to figure out how to use audio. 'cause audio also plays a very influential role. So for as you are planning your uh, uh, content calendar for the next year. Have the word multimodal. I'm sorry, it's profoundly unsexy, but put multimodal at the top, underneath it, say text, then say video, then audio, and start to fill those holes in. And if those people need ideas and example of how to use audio, they should just call you George. You are the king of podcasting and you can absolutely give them better advice than I could around how nonprofits could use audio. But the one big thing you have to think about is multimodality for next year George Weiner: that you know, is incredibly powerful. Underlying that, there's this nuance that I really want to make sure that we understand, which is the fact that the type of content is uniquely different. It's not like there's a hunger organization listening right now. It's not 10 facts about hunger during the winter. [00:18:00] Uh, days of being able to be an information resource that would then bring people in and then bring them down your, you know, your path. It's game over. If not now, soon. Absolutely. So how you are creating things that AI can't create and that's why you, according to whom, is what I like to think about. Like, you're gonna say something, you're gonna write something according to whom? Is it the CEO? Is it the stakeholder? Is it the donor? And if you can put a attribution there, suddenly the AI can't just lift and shift it. It has to take that as a block and be like, no, it was attributed here. This is the organization. Is that about right? Or like first, first party data, right? Avinash Kaushik: I'll, I'll add one more, one more. Uh, I'll give a proper definition. So, the fir i I made 11 recommendations last night in the newsletter. The very first one is focus on creating AI resistant content. So what, what does that mean? AI resistant means, uh, any one of us from nonprofits could [00:19:00] open chat, GPT type in a few queries and chat. GD PT can write our next nonprofit newsletter. It could write the next page for our donation. It could create the damn page for our donation, right? Remember, AI can create way more content than you can, but if you can use AI to create content, 67 million other nonprofits are doing the same thing. So what you have to do is figure out how to build AI resistant content, and my definition is very simple. George, what is AI resistance? It's content of genuine novelty. So to tie back to your recommendation, your CEO of a nonprofit that you just recommended, the attribution to George. Your CEO has a unique voice, a unique experience. The AI hasn't learned what makes your CEO your frontline staff solving problems. You are a person who went and gave a speech at the United Nations on behalf of your nonprofit. Whatever you are [00:20:00] doing is very special, and what you have to figure out is how to get out of the AI slop. You have to get out of all the things that AI can automatically type. Figure out if your content meets this very simple, standard, genuine novelty and depth 'cause it's the one thing AI isn't good at. That's how you rank higher. And not only will will it, will it rank you, but to make another point you made, George, it's gonna just lift, blanc it out there and attribute credit to you. Boom. But if you're not genuine, novelty and depth. Thousand other nonprofits are using AI to generate text and video. Could George Weiner: you just, could you just quit whatever you're doing and start a school instead? I seriously can't say it enough that your point about AI slop is terrifying me because I see it. We've built an AI tool and the subtle lesson here is that think about how quickly this AI was able to output that newsletter. Generic old school blog post and if this tool can do it, which [00:21:00] by the way is built on your local data set, we have the rag, which doesn't pause for a second and realize if this AI can make it, some other AI is going to be able to reproduce it. So how are you bringing the human back into this? And it's a style of writing and a style of strategic thinking that please just start a school and like help every single college kid leaving that just GPT their way through a degree. Didn't freaking get, Avinash Kaushik: so it's very, very important to make sure. Content is of genuine novelty and depth because it cannot be replicated by the ai. And by the way, this, by the way, George, it sounds really high, but honestly to, to use your point, if you're a CEO of a nonprofit, you are in it for something that speaks to you. You're in it. Because ai, I mean nonprofit is not your path to becoming the next Bill Gates, you're doing it because you just have this hair. Whoa, spoiler alert. No, I'm sorry. [00:22:00] Maybe, maybe that is. I, I didn't, I didn't mean any negative emotion there, but No, I love it. It's all, it's like a, it's like a sense of passion you are bringing. There's something that speaks to you. Just put that on paper, put that on video, put that on audio, because that is what makes you unique. And the collection of those stories of genuine depth and novelty will make your nonprofit unique and stand out when people are looking for answers. George Weiner: So I have to point to the next elephant in the room here, which is measurement. Yes. Yes. Right now, somebody is talking about human made machine. Someone's talking about whole whale. Someone's talking about your nonprofit having a discussion in an answer engine somewhere. Yes. And I have no idea. How do I go about understanding measurement in this new game? Avinash Kaushik: I have. I have two recommendations. For nonprofits, I would recommend a tool called Tracker ai, TRA, KKR [00:23:00] ai, and it has a free version, that's why I'm recommending it. Some of the many of these tools are paid tools, but with Tracker, do ai. It allows you to identify your website, URL, et cetera, et cetera, and it'll give you some really wonderful and fantastic, helpful report It. Tracker helps you understand prompt tracking, which is what are other people writing about you when they're seeking? You? Think of this, George, as your old webmaster tools. What keywords are people using to search? Except you can get the prompts that people are using to get a more robust understanding. It also monitors your brand's visibility. How often are you showing up and how often is your competitor showing up, et cetera, et cetera. And then he does that across multiple search engines. So you can say, oh, I'm actually pretty strong in OpenAI for some reason, and I'm not that strong in Gemini. Or, you know what, I have like the highest rating in cloud, but I don't have it in OpenAI. And this begins to help you understand where your current content strategy is working and where it is not [00:24:00] working. So that's your brand visibility. And the third thing that you get from Tracker is active sentiment tracking. This is the scary part because remember, you and I were both worried about what other people saying about us. So this, this are very helpful that we can go out and see what it is. What is the sentiment around our nonprofit that is coming across in, um, in these lms? So Tracker ai, it have a free and a paid version. So I would, I would recommend using it for these three purposes. If, if you have funding to invest in a tool. Then there's a tool called Ever Tool, E-V-E-R-T-U-N-E Ever. Tune is a paid tool. It's extremely sophisticated and robust, and they do brand monitoring, site audit, content strategy, consumer preference report, ai, brand index, just the. Step and breadth of metrics that they provide is quite extensive, but, but it is a paid tool. It does cost money. It's not actually crazy expensive, but uh, I know I have worked with them before, so full disclosure [00:25:00] and having evaluated lots of different tools, I have sort of settled on those two. If it's a enterprise type client I'm working with, then I'll use Evert Tune if I am working with a nonprofit or some of my personal stuff. I'll use Tracker AI because it's good enough for a person that is, uh, smaller in size and revenue, et cetera. So those two tools, so we have new metrics coming, uh, from these tools. They help us understand the kind of things we use webmaster tools for in the past. Then your other thing you will want to track very, very closely is using Google Analytics or some other tool on your website. You are able to currently track your, uh, organic traffic and if you're taking advantage of paid ads, uh, through a grant program on Google, which, uh, provides free paid search credits to nonprofits. Then you're tracking your page search traffic to continue to track that track trends, patterns over time. But now you will begin to see in your referrals report, in your referrals report, you're gonna begin to seeing open [00:26:00] ai. You're gonna begin to see these new answer engines. And while you don't know the keywords that are sending this traffic and so on and so forth, it is important to keep track of the traffic because of two important reasons. One, one, you want to know how to highly prioritize. AEO. That's one reason. But the other reason I found George is syn is so freaking hard to rank in an answer engine. When people do come to my websites from Answer engine, the businesses I work with that is very high intent person, they tend to be very, very valuable because they gave the answer engine a very complex question to answer the answers. Engine said you. The right answer for it. So when I show up, I'm ready to buy, I'm ready to donate. I'm ready to do the action that I was looking for. So the percent of people who are coming from answer engines to your nonprofit carry significantly higher intention, and coming from Google, who also carry [00:27:00] intent. But this man, you stood out in an answer engine, you're a gift from God. Person coming thinks you're very important and is likely to engage in some sort of business with you. So I, even if it's like a hundred people, I care a lot about those a hundred people, even if it's not 10,000 at the moment. Does that make sense George? George Weiner: It does, and I think, I'm glad you pointed to, you know, the, the good old Google Analytics. I'm like, it has to be a way, and I, I think. I gave maximum effort to this problem inside of Google Analytics, and I'm still frustrated that search console is not showing me, and it's just blending it all together into one big soup. But. I want you to poke a hole in this thinking or say yes or no. You can create an AI channel, an AEO channel cluster together, and we have a guide on that cluster together. All of those types of referral traffic, as you mentioned, right from there. I actually know thanks to CloudFlare, the ratios of the amount of scrapes versus the actual clicks sent [00:28:00] for roughly 20, 30% of. Traffic globally. So is it fair to say I could assume like a 2% clickthrough or a 1% clickthrough, or even worse in some cases based on that referral and then reverse engineer, basically divide those clicks by the clickthrough rate and essentially get a rough share of voice metric on that platform? Yeah. Avinash Kaushik: So, so for, um, kind of, kind of at the moment, the problem is that unlike Google giving us some decent amount of data through webmaster tools. None of these LLMs are giving us any data. As a business owner, none of them are giving us any data. So we're relying on third parties like Tracker. We're relying on third parties like Evert Tune. You understand? How often are we showing up so we could get a damn click through, right? Right. We don't quite have that for now. So the AI Brand Index in Evert Tune comes the closest. Giving you some information we could use in the, so your thinking is absolutely right. Your recommendation is ly, right? Even if you can just get the number of clicks, even if you're tracking them very [00:29:00] carefully, it's very important. Please do exactly what you said. Make the channel, it's really important. But don't, don't read too much into the click-through rate bits, because we're missing the. We're missing a very important piece of information. Now remember when Google first came out, we didn't have tons of data. Um, and that's okay. These LLMs Pro probably will realize over time if they get into the advertising business that it's nice to give data out to other people, and so we might get more data. Until then, we are relying on these third parties that are hacking these tools to find us some data. So we can use it to understand, uh, some of the things we readily understand about keywords and things today related to Google. So we, we sadly don't have as much visibility today as we would like to have. George Weiner: Yeah. We really don't. Alright. I have, have a segment that I just invented. Just for you called Avanade's War Corner. And in Avanade's War Corner, I noticed that you go to war on various concepts, which I love because it brings energy and attention to [00:30:00] frankly data and finding answers in there. So if you'll humor me in our war corner, I wanna to go through some, some classic, classic avan. Um, all right, so can you talk to me a little bit about vanity metrics, because I think they are in play. Every day. Avinash Kaushik: Absolutely. No, no, no. Across the board, I think in whatever we do. So, so actually I'll, I'll, I'll do three. You know, so there's vanity metrics, activity metrics and outcome metrics. So basically everything goes into these three buckets essentially. So vanity metrics are, are the ones that are very easy to find, but them moving up and down has nothing to do with the number of donations you're gonna get as a nonprofit. They're just there to ease our ego. So, for example. Let's say we are a nonprofit and we run some display ads, so measure the number of impressions that were delivered for our display ad. That's a vanity metric. It doesn't tell you anything. You could have billions of impressions. You could have 10 impressions, doesn't matter, but it is easily [00:31:00] available. The count is easily available, so we report it. Now, what matters? What matters are, did anybody engage with the ad? What were the percent of people who hovered on the ad? What were the number of people who clicked on the ad activity metrics? Activity metrics are a little more useful than vanity metrics, but what does it matter for you as a non nonprofit? The number of donations you received in the last 24 hours. That's an outcome metric. Vanity activity outcome. Focus on activity to diagnose how well our campaigns or efforts are doing in marketing. Focus on outcomes to understand if we're gonna stay in business or not. Sorry, dramatic. The vanity metrics. Chasing is just like good for ego. Number of likes is a very famous one. The number of followers on a social paia, a very famous one. Number of emails sent is another favorite one. There's like a whole host of vanity metrics that are very easy to get. I cannot emphasize this enough, but when you unpack and or do meta-analysis of [00:32:00] relationship between vanity metrics and outcomes, there's a relationship between them. So we always advise people that. Start by looking at activity metrics to help you understand the user's behavior, and then move to understanding outcome metrics because they are the reason you'll thrive. You will get more donations or you will figure out what are the things that drive more donations. Otherwise, what you end up doing is saying. If I post provocative stuff on Facebook, I get more likes. Is that what you really wanna be doing? But if your nonprofit says, get me more likes, pretty soon, there's like a naked person on Facebook that gets a lot of likes, but it's corrupting. Yeah. So I would go with cute George Weiner: cat, I would say, you know, you, you get the generic cute cat. But yeah, same idea. The Internet's built on cats Avinash Kaushik: and yes, so, so that's why I, I actively recommend people stay away from vanity metrics. George Weiner: Yeah. Next up in War Corner, the last click [00:33:00] fallacy, right? The overweighting of this last moment of purchase, or as you'd maybe say in the do column of the See, think, do care. Avinash Kaushik: Yes. George Weiner: Yes. Avinash Kaushik: So when the, when the, when we all started to get Google Analytics, we got Adobe Analytics web trends, remember them, we all wanted to know like what drove the conversion. Mm-hmm. I got this donation for a hundred dollars. I got a donation for a hundred thousand dollars. What drove the conversion. And so what lo logically people would just say is, oh, where did this person come from? And I say, oh, the person came from Google. Google drove this conversion. Yeah, his last click analysis just before the conversion. Where did the person come from? Let's give them credit. But the reality is it turns out that if you look at consumer behavior, you look at days to donation, visits to donation. Those are two metrics available in Google. It turns out that people visit multiple times before [00:34:00] they make a donation. They may have come through email, their interest might have been triggered through your email. Then they suddenly remembered, oh yeah, yeah, I wanted to go to the nonprofit and donate something. This is Google, you. And then Google helps them find you and they come through. Now, who do you give credit Email or the Google, right? And what if you came 5, 7, 8, 10 times? So the last click fallacy is that it doesn't allow you to see the full consumer journey. It gives credit to whoever was the last person who sent you this, who introduced this person to your website. And so very soon we move to looking at what we call MTI, Multi-Touch Attribution, which is a free solution built into Google. So you just go to your multichannel funnel reports and it will help you understand that. One, uh, 150 people came from email. Then they came from Google. Then there was a gap of nine days, and they came back from Facebook and then they [00:35:00] converted. And what is happening is you're beginning to understand the consumer journey. If you understand the consumer journey better, we can come with better marketing. Otherwise, you would've said, oh, close shop. We don't need as many marketing people. We'll just buy ads on Google. We'll just do SEO. We're done. Oh, now you realize there's a more complex behavior happening in the consumer. They need to solve for email. You solve for Google, you need to solve Facebook. In my hypothetical example, so I, I'm very actively recommend people look at the built-in free MTA reports inside the Google nalytics. Understand the path flow that is happening to drive donations and then undertake activities that are showing up more often in the path, and do fewer of those things that are showing up less in the path. George Weiner: Bring these up because they have been waiting on my mind in the land of AEO. And by the way, we're not done with war. The war corner segment. There's more war there's, but there's more, more than time. But with both of these metrics where AEO, if I'm putting these glasses back on, comes [00:36:00] into play, is. Look, we're saying goodbye to frankly, what was probably somewhat of a vanity metric with regard to organic traffic coming in on that 10 facts about cube cats. You know, like, was that really how we were like hanging our hat at night, being like. Job done. I think there's very much that in play. And then I'm a little concerned that we just told everyone to go create an AEO channel on their Google Analytics and they're gonna come in here. Avinash told me that those people are buyers. They're immediately gonna come and buy, and why aren't they converting? What is going on here? Can you actually maybe couch that last click with the AI channel inbound? Like should I expect that to be like 10 x the amount of conversions? Avinash Kaushik: All we can say is it's, it's going to be people with high intention. And so with the businesses that I'm working with, what we are finding is that the conversion rates are higher. Mm. This game is too early to establish any kind of sense of if anybody has standards for AEO, they're smoking crack. Like the [00:37:00] game is simply too early. So what we I'm noticing is that in some cases, if the average conversion rate is two point half percent, the AEO traffic is converting at three, three point half. In two or three cases, it's converting at six, seven and a half. But there is not enough stability in the data. All of this is new. There's not enough stability in the data to say, Hey, definitely you can expect it to be double or 10% more or 50% more. We, we have no idea this early stage of the game, but, but George, if we were doing this again in a year, year and a half, I think we'll have a lot more data and we'll be able to come up with some kind of standards for, for now, what's important to understand is, first thing is you're not gonna rank in an answer engine. You just won't. If you do rank in an answer engine, you fought really hard for it. The person decided, oh my God, I really like this. Just just think of the user behavior and say, this person is really high intent because somehow [00:38:00] you showed up and somehow they found you and came to you. Chances are they're caring. Very high intent. George Weiner: Yeah. They just left a conversation with a super intelligent like entity to come to your freaking 2001 website, HTML CSS rendered silliness. Avinash Kaushik: Whatever it is, it could be the iffiest thing in the world, but they, they found me and they came to you and they decided that in the answer engine, they like you as the answer the most. And, and it took that to get there. And so all, all, all is I'm finding in the data is that they carry higher intent and that that higher intent converts into higher conversion rates, higher donations, as to is it gonna be five 10 x higher? It's unclear at the moment, but remember, the other reason you should care about it is. Every single day. As more people move away from Google search engines to answer engines, you're losing a ton of traffic. If somebody new showing up, treat them with, respect them with love. Treat them with [00:39:00] care because they're very precious. Just lost a hundred. Check the landing George Weiner: pages. 'cause you may be surprised where your front door is when complexity is bringing them to you, and it's not where you spent all of your design effort on the homepage. Spoiler. That's exactly Avinash Kaushik: right. No. Exactly. In fact, uh, the doping deeper into your websites is becoming even more prevalent with answer engines. Mm-hmm. Um, uh, than it used to be with search engines. The search always tried to get you the, the top things. There's still a lot of diversity. Your homepage likely is still only 30% of your traffic. Everybody else is landing on other homepage or as you call them, landing pages. So it's really, really important to look beyond your homepage. I mean, it was true yesterday. It's even truer today. George Weiner: Yeah, my hunch and what I'm starting to see in our data is that it is also much higher on the assisted conversion like it is. Yes. Yes, it is. Like if you have come to us from there, we are going to be seeing you again. That's right. That's right. More likely than others. It over indexes consistently for us there. Avinash Kaushik: [00:40:00] Yes. Again, it ties back to the person has higher intent, so if they didn't convert in that lab first session, their higher intent is gonna bring them back to you. So you are absolutely right about the data that you're seeing. George Weiner: Um, alright. War corner, the 10 90 rule. Can you unpack this and then maybe apply it to somebody who thinks that their like AI strategy is done? 'cause they spend $20 or $200 a month on some tool and then like, call it a day. 'cause they did ai. Avinash Kaushik: Yes, yes. No, it's, it's good. I, I developed it in context of analytics. When I was at my, uh, job at Intuit, I used to, I was at Intuit, senior director for research and analytics. And one of the things I found is people would consistently spend lots of money on tools in that time, web analytics tools, research tools, et cetera. And, uh, so they're spending a contract of a few hundred thousand dollars or hundreds of thousands of dollars, and then they give it to a fresh graduate to find insights. [00:41:00] I was like, wait, wait, wait. So you took this $300,000 thing and gave it to somebody. You're paying $45,000 a year. Who is young in their career, young in their career, and expecting them to make you tons of money using this tool? It's not the tool, it's the human. And so that's why I developed the the 10 90 rule, which is that if you have a, if you have a hundred dollars to invest in making smarter decisions, invest $10 in the tool, $90 in the human. We all have access to so much data, so much complexity. The world is changing so fast that it is the human that is going to figure out how to make sense of these insights rather than the tool magically spewing and understanding your business enough to tell you exactly what to do. So that, that's sort of where the 10 90 rule came from. Now, sort of we are in this, in this, um, this is very good for nonprofits by the way. So we're in this era. Where On the 90 side? No. So the 10, look, don't spend insane money on tools that is just silly. So don't do that. Now the 90, let's talk about the [00:42:00] 90. Up until two years ago, I had to spell all of the 90 on what I now call organic humans. You George Weiner: glasses wearing humans, huh? Avinash Kaushik: The development of LLM means that every single nonprofit in the world has access to roughly a third year bachelor's degree student. Like a really smart intern. For free. For free. In fact, in some instances, for some nonprofits, let's say I I just reading about this nonprofit that is cleaning up plastics in the ocean for this particular nonprofit, they have access to a p HT level environmentalist using the latest Chad GP PT 4.5, like PhD level. So the little caveat I'm beginning to put in the 10 90 rule is on the 90. You give the 90 to the human and for free. Get the human, a very smart Bachelor's student by using LLMs in some instances. Get [00:43:00] for free a very smart TH using the LLMs. So the LLMs have now to be incorporated into your research, into your analysis, into building a next dashboard, into building a next website, into building your next mobile game into whatever the hell you're doing for free. You can get that so you have your organic human. Less the synthetic human for free. Both of those are in the 90 and, and for nonprofit, so, so in my work at at Coach and Kate Spade. I have access now to a couple of interns who do free work for me, well for 20 minor $20 a month because I have to pay for the plus version of G bt. So the intern costs $20 a month, but I have access to this syn synthetic human who can do a whole lot of work for me for $20 a month in my case, but it could also do it for free for you. Don't forget synthetic humans. You no longer have to rely only on the organic humans to do the 90 part. You would be stunned. Upload [00:44:00] your latest, actually take last year's worth of donations, where they came from and all this data from you. Have a spreadsheet lying around. Dump it into chat. GPT, I'll ask it to analyze it. Help you find where most donations came from, and visualize trends to present to board of directors. It will blow your mind how good it is at do it with Gemini. I'm not biased, I'm just seeing chat. GPD 'cause everybody knows it so much Better try it with mistrial a, a small LLM from France. So I, I wanna emphasize that what has changed over the last year is the ability for us to compliment our organic humans with these synthetic entities. Sometimes I say synthetic humans, but you get the point. George Weiner: Yeah. I think, you know, definitely dump that spreadsheet in. Pull out the PII real quick, just, you know, make me feel better as, you know, the, the person who's gonna be promoting this to everybody, but also, you know, sort of. With that. I want to make it clear too, that like actually inside of Gemini, like Google for nonprofits has opened up access to Gemini for free is not a per user, per whatever. You have that [00:45:00] you have notebook, LLM, and these. Are sitting in their backyards for free every day and it's like a user to lose it. 'cause you have a certain amount of intelligence tokens a day. Can you, I just like wanna climb like the tallest tree out here and just start yelling from a high building about this. Make the case of why a nonprofit should be leveraging this free like PhD student that is sitting with their hands underneath their butts, doing nothing for them right now. Avinash Kaushik: No, it is such a shame. By the way, I cannot add to your recommendation in using your Gemini Pro account if it's free, on top of, uh, all the benefits you can get. Gemini Pro also comes with restrictions around their ability to use your data. They won't, uh, their ability to put your data anywhere. Gemini free versus Gemini Pro is a very protected environment. Enterprise version. So more, more security, more privacy, et cetera. That's a great benefit. And by the way, as you said, George, they can get it for free. So, um, the, the, the, the posture you should adopt is what big companies are doing, [00:46:00] which is anytime there is a job to be done, the first question you, you should ask is, can I make the, can an AI do the job? You don't say, oh, let me send it to George. Let me email Simon, let me email Sarah. No, no, no. The first thing that should hit your head is. I do the job because most of the time for, again, remember, third year bachelor's degree, student type, type experience and intelligence, um, AI can do it better than any human. So your instincts to be, let me outsource that kind of work so I can free up George's cycles for the harder problems that the AI cannot solve. And by the way, you can do many things. For example, you got a grant and now Meta allows you to run X number of ads for free. Your first thing, single it. What kind of ad should I create? Go type in your nonprofit, tell it the kind of things you're doing. Tell it. Tell it the donations you want, tell it the size, donation, want. Let it create the first 10 ads for you for free. And then you pick the one you like. And even if you have an internal [00:47:00] designer who makes ads, they'll start with ideas rather than from scratch. It's just one small example. Or you wanna figure out. You know, my email program is stuck. I'm not getting yield rates for donations. The thing I want click the button that called that is called deep research or thinking in the LL. Click one of those two buttons and then say, I'm really struggling. I'm at wits end. I've tried all these things. Write all the detail. Write all the detail about what you've tried and now working. Can you please give me three new ideas that have worked for nonprofits who are working in water conservation? Hmm. This would've taken a human like a few days to do. You'll have an answer in under 90 seconds. I just give two simple use cases where we can use these synthetic entities to send us, do the work for us. So the default posture in nonprofits should be, look, we're resource scrapped anyway. Why not use a free bachelor's degree student, or in some case a free PhD student to do the job, or at least get us started on a job. So just spending 10 [00:48:00] hours on it. We only spend the last two hours. The entity entity does the first date, and that is super attractive. I use it every single day in, in one of my browsers. I have three traps open permanently. I've got Claude, I've got Mistrial, I've got Charge GPT. They are doing jobs for me all day long. Like all day long. They're working for me. $20 each. George Weiner: Yeah, it's an, it, it, it's truly, it's an embarrassment of riches, but also getting back to the, uh, the 10 90 is, it's still sitting there. If you haven't brought that capacity building to the person on how to prompt how to play that game of linguistic tennis with these tools, right. They're still just a hammer on a. Avinash Kaushik: That's exactly right. That's exactly right. Or, or in your case, you, you have access to Gemini for nonprofits. It's a fantastic tool. It's like a really nice card that could take you different places you insist on cycling everywhere. It's, it's okay cycle once in a while for health reasons. Otherwise, just take the car, it's free. George Weiner: Ha, you've [00:49:00] been so generous with your time. Uh, I do have one more quick war. If you, if you have, have a minute, uh, your war on funnels, and maybe this is not. Fully fair. And I am like, I hear you yelling at me every time I'm showing our marketing funnel. And I'm like, yeah, but I also have have a circle over here. Can you, can you unpack your war on funnels and maybe bring us through, see, think, do, care and in the land of ai? Avinash Kaushik: Yeah. Okay. So the marketing funnel is very old. It's been around for a very long time, and once I, I sort of started working at Google, access to lots more consumer research, lots more consumer behavior. Like 20 years ago, I began to understand that there's no such thing as funnel. So what does the funnel say? The funnel says there's a group of people running around the world, they're not aware of your brand. Find them, scream at them, spray and pray advertising at them, make them aware, and then somehow magically find the exact same people again and shut them down the fricking funnel and make them consider your product.[00:50:00] And now that they're considering, find them again, exactly the same people, and then shove them one more time. Move their purchase index and then drag them to your website. The thing is this linearity that there's no evidence in the universe that this linearity exists. For example, uh, I'm going on a, I like long bike rides, um, and I just got thirsty. I picked up the first brand. I could see a water. No awareness, no consideration, no purchase in debt. I just need water. A lot of people will buy your brand because you happen to be the cheapest. I don't give a crap about anything else, right? So, um, uh, uh, the other thing to understand is, uh, one of the brands I adore and have lots of is the brand. Patagonia. I love Patagonia. I, I don't use the word love for I think any other brand. I love Patagonia, right? For Patagonia. I'm always in the awareness stage because I always want these incredible stories that brand ambassadors tell about how they're helping the environment. [00:51:00] I have more Patagonia products than I should have. I'm already customer. I'm always open to new considerations of Patagonia products, new innovations they're bringing, and then once in a while, I'm always in need to buy a Patagonia product. I'm evaluating them. So this idea that the human is in one of these stages and your job is to shove them down, the funnel is just fatally flawed, no evidence for it. Instead, what you want to do is what is Ash's intent at the moment? He would like environmental stories about how we're improving planet earth. Patagonia will say, I wanna make him aware of my environmental stories, but if they only thought of marketing and selling, they wouldn't put me in the awareness because I'm already a customer who buys lots of stuff from already, right? Or sometimes I'm like, oh, I'm, I'm heading over to London next week. Um, I need a thing, jacket. So yeah, consideration show up even though I'm your customer. So this seating do care is a framework that [00:52:00] says, rather than shoving people down things that don't exist and wasting your money, your marketing should be able to discern any human's intent and then be able to respond with a piece of content. Sometimes that piece of content in an is an ad. Sometimes it's a webpage, sometimes it's an email. Sometimes it's a video. Sometimes it's a podcast. This idea of understanding intent is the bedrock on which seat do care is built about, and it creates fully customer-centric marketing. It is harder to do because intent is harder to infer, but if you wanna build a competitive advantage for yourself. Intent is the magic. George Weiner: Well, I think that's a, a great point to, to end on. And again, so generous with, uh, you know, all the work you do and also supporting nonprofits in the many ways that you do. And I'm, uh, always, always watching and seeing what I'm missing when, um, when a new, uh, AKA's Razor and Newsletter come out. So any final sign off [00:53:00] here on how do people find you? How do people help you? Let's hear it. Avinash Kaushik: You can just Google or answer Engine Me. It's, I'm not hard. I hard to find, but if you're a nonprofit, you can sign up for my newsletter, TMAI marketing analytics newsletter. Um, there's a free one and a paid one, so you can just sign up for the free one. It's a newsletter that comes out every five weeks. It's completely free, no strings or anything. And that way I'll be happy to share my stories around better marketing and analytics using the free newsletter for you so you can sign up for that. George Weiner: Brilliant. Well, thank you so much, Avan. And maybe, maybe we'll have to take you up on that offer to talk sometime next year and see, uh, if maybe we're, we're all just sort of, uh, hanging out with synthetic humans nonstop. Thank you so much. It was fun, George. [00:54:00]

Matt LeMay spent 13 years as a music critic at Pitchfork before becoming one of product management's most influential voices. He's consulted with companies from startups to Fortune 500s and authored two essential PM books, including Impact-First Product Teams. After watching countless product teams get laid off despite “doing everything right,” he discovered a harsh truth: most PMs are optimizing for the wrong things.In this conversation, you'll learn:1. The one question that predicts if your team will survive the next layoffs (and why most teams can't answer it)2. Why following product “best practices” perfectly can actually accelerate your path to unemployment3. The “low-impact PM death spiral”—how teams accidentally make themselves irrelevant4. How to push back on executives without saying “no” (the options, plus a recommendation framework)5. The counterintuitive reason why the happiest PMs are also the most commercially minded6. The Liz Phair review that made Matt an internet villain for 22 years—and what it taught him about product management—Brought to you by:Enterpret—Transform customer feedback into product growth: https://enterpret.com/lennyPragmatic Institute—Industry‑recognized product, marketing, and AI training & certifications: https://pragmaticinstitute.com/lennyClaude.ai—The AI for problem solvers and enterprise: http://claude.ai/—Transcript: https://www.lennysnewsletter.com/p/the-one-question-that-saves-product-careers-matt-lemay—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/168109376/my-biggest-takeaways-from-this-conversation—Where to find Matt LeMay:• Instagram: https://www.instagram.com/mttlmy• LinkedIn: https://www.linkedin.com/in/mattlemay/• Website: https://mattlemay.com/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt LeMay(04:23) Matt's background and transition to product management(06:47) The goal of Matt's new book(12:00) How to stress test your thinking as a PM(15:32) Thinking like the CEO(17:33) The role of a product manager(23:36) The low-impact PM death spiral(27:47) Case study: Mailchimp's transition to a platform company(32:53) Radical acceptance(41:24) Embracing constraints in product management(44:23) Steps to become an impact-first product team(49:38) Setting effective goals(01:02:15) Prioritization and impact estimation(01:07:58) Navigating stakeholder management(01:12:35) Summarizing the 3 steps(01:16:36) Lightning round and final thoughts—Referenced:• Pitchfork: https://pitchfork.com/• Daniel Ek's memo: https://newsroom.spotify.com/2023-12-04/an-update-on-december-2023-organizational-changes/• How to create a winning product strategy | Melissa Perri: https://www.lennysnewsletter.com/p/how-to-create-a-winning-product-strategy• Everything you've ever wanted to know about SAFe and the product owner role | Melissa Perri (author, founder of Product Institute): https://www.lennysnewsletter.com/p/product-owners-melissa-perri• Mailchimp: https://mailchimp.com/• Intuit: https://www.intuit.com/• Natalia Williams on LinkedIn: https://www.linkedin.com/in/nataliatwilliams/• The ultimate guide to OKRs | Christina Wodtke (Stanford): https://www.lennysnewsletter.com/p/the-ultimate-guide-to-okrs-christina• Miro: https://miro.com/• Prioritizing: https://www.lennysnewsletter.com/p/prioritizing• Temptation Island on Netflix: https://www.netflix.com/title/81744518• Mark L. Walberg's website: https://markwalbergtv.com/about• Antiques Roadshow on PBS: https://www.pbs.org/wgbh/roadshow/• Milkman amp: https://milkmansound.com/collections/amplifiers/products/the-amp• Matt's review of Liz Phair's self-titled album: https://pitchfork.com/reviews/albums/6255-liz-phair/• Pitchfork Critic Apologizes for Bashing Liz Phair Album; Singer Graciously Accepts: https://variety.com/2019/music/news/pitchfork-critic-apologizes-liz-phair-album-review-zero-score-1203326897/• RedMonk: https://redmonk.com/—Recommended books:• Product Management in Practice: A Practical, Tactical Guide for Your First Day and Every Day After: https://www.amazon.com/Product-Management-Practice-Practical-Tactical/dp/1098119738/r• Impact-First Product Teams: Define Success. Do Work That Matters. Be Indispensable.: https://www.amazon.com/Impact-first-Product-Teams-Success-Indispensable/dp/B0DVH4R3QJ• Escaping the Build Trap: How Effective Product Management Creates Real Value: https://www.amazon.com/Escaping-Build-Trap-Effective-Management/dp/B08B46C8R1/• Radical Focus: Achieving Your Most Important Goals with Objectives and Key Results: https://www.amazon.com/Radical-Focus-Achieving-Important-Objectives/dp/0996006028• The Wisdom of Insecurity: A Message for an Age of Anxiety: https://www.amazon.com/Wisdom-Insecurity-Message-Age-Anxiety/dp/0307741206/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Now on Spotify Video! Want your business to cut through the noise in today's crowded marketplace? It all starts with having the right marketing strategy for your offers. In this final episode of the Passion to Profit series, presented by Intuit, Hala Taha reveals the core strategies entrepreneurs need to effectively market their offers. From compelling messaging to storytelling that resonates, gain insider secrets from digital marketing experts like Russell Brunson, Tom Bilyeu, and Donald Miller on how to stand out and drive explosive sales. In this episode, Hala will discuss:  (00:00) Introduction (01:12) Marketing Tips for Attracting Ideal Buyers (05:42) The Power of Storytelling in Marketing (10:04) Building a High-Converting Marketing Funnel (16:39) Choosing the Right Platform for Your Business (22:23) Building Trust Through Authentic Engagement Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E292 with Julie Solomon: youngandprofiting.co/MakeMoneyInstagram  YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarFunnel  YAP E327 with Tom Bilyeu: youngandprofiting.co/Billion-DollarMindset  YAP E214 with Donald Miller: youngandprofiting.co/MakeFirstMillion YAP E318 with Rudy Mawer: youngandprofiting.co/ScalingMillion-DollarBrands  YAP E348 with Kipp Bodnar: youngandprofiting.co/InboundMarketing  YAP E339 with Adam Schafer: youngandprofiting.co/OrganicSales  YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, SEO, E-commerce, LinkedIn, Instagram, Social Media, Content Creator, Advertising, Social Media Marketing, Communication, Video Marketing, Social Proof, Marketing Trends, Influencers, Influencer Marketing, Digital Trends, Content Marketing, Online Marketing, Marketing Podcast 

Now on Spotify Video! Crafting a winning business offer is one of the most critical and often overlooked steps in building a profitable venture. Without a validated offer, even the most passionate entrepreneurs risk building a business no one needs. In this episode of the Passion to Profit series, presented by Intuit, Hala Taha breaks down the building blocks of an irresistible offer. You'll hear from powerhouse entrepreneurs like Alex Hormozi, Amy Porterfield, and Russell Brunson on how to master the art of giving people exactly what they want. In this episode, Hala will discuss:  (00:00) Introduction   (00:00) Market Research: The Key to Starting a Business (00:00) How to Position Your Offer for Success (00:00) The Power of Value Selling (00:00) The Psychology of Pricing  (00:00) How to Test and Refine Your Business Offer Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert.   Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E199 with Alex Hormozi: youngandprofiting.co/TheValueEquation  YAP E244 with Amy Porterfield: https://youngandprofiting.co/QuitMyJobBuiltaBusiness  YAP E302 with Cal Fussman: youngandprofiting.co/PowerofQuestions  YAP E155 with Kelly Roach: youngandprofiting.co/ConvictionMarketing  YAP E312 with Russell Brunson: youngandprofiting.co/Million-DollarSalesFunnel  YAP E337 with Adam Schafer: youngandprofiting.co/MindsetEntrepreneursWhoWin  YAP E150 with Bob Burg: youngandprofiting.co/Go-GiverSalesStrategy  YAP E318 with Rudy Mawer: youngandprofiting.co/PlaybookforScalingBrands  YAP E106 with Josh Kaufman: youngandprofiting.co/LaunchingaBusinessSideHustle  YAP E332 with Reid Hoffman: youngandprofiting.co/ScalingValuableCompaniesFast Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship, Entrepreneurship Podcast, Business Podcast, Startup, Passive Income, Online Business, Solopreneur, Founder, Networking

Now on Spotify Video! Entrepreneurship isn't just about launching a product; it starts with building the mindset to navigate risk, rejection, and uncertainty. Before you can turn passion into profit, you need clarity, confidence, and a deeper purpose to push through the tough moments. In this first episode of the Passion to Profit series, presented by Intuit, Hala Taha dives into the mental preparation it takes to build a profitable side hustle or startup. You'll hear from successful entrepreneurs like Mel Robbins, Pat Flynn, and Benjamin Hardy on why mindset, grit, and resilience are the keys to starting a business. In this episode, Hala will discuss:  (00:00) Introduction   (01:20) Clarifying Your Purpose as an Entrepreneur   (07:58) Taking Imperfect Action to Start Your Business   (17:19) Using Discomfort and Fear as Fuel for Growth   (22:11) Embracing Setbacks in Entrepreneurship   (25:08) Committing to Your Vision Without a Plan B Intuit, the maker of TurboTax and QuickBooks, is expanding its world-class network of tax and bookkeeping experts. Whether you want a side hustle or a career pivot, Intuit offers the tools to help you grow as an entrepreneur. Their supportive team, mission-driven culture, and Intuit Academy—a free, self-paced training platform—mean you're set up to succeed, even if you're just getting started. Learn more or apply now at intuit.com/expert. Sponsored By: Intuit, The Maker of TurboTax and QuickBooks. Learn more or apply now at intuit.com/expert.  Resources Mentioned: YAP E344 with Dave Ramsey: bit.ly/5StagestoBuildaBusiness  YAP E353 with Krista Williams: bit.ly/FriendshipIsaBusinessSuperpower  YAP E206 with Benjamin Hardy: bit.ly/_Achieve_Your_Goals  YAP E329 with Mel Robbins: bit.ly/The_LetThemTheory  YAP E359 with Pat Flynn: bit.ly/SurprisingProductivityHack  YAP E294 with Dean Graziosi: bit.ly/PassionintoEntrepreneurialSuccess  YAP E111 with Jay Samit: bit.ly/Future_ProofYourself  YAP E298 with Ginni Rometty: bit.ly/Lead_withPurpose  YAP E239 with Tina Wells: bit.ly/TheElevationApproach  YAP E347 with Ryan Holiday: bit.ly/StoicismTransformsLeadership  YAP E274 with Rory Vaden: bit.ly/BuildPersonalBrands  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Disclaimer: This episode is a paid partnership with Intuit. Sponsored content helps support our podcast and continue bringing valuable insights to our audience. Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Entrepreneurship Podcast, Business Podcast, Passive Income, Online Business, Solopreneur, Founder, Networking