Podcasts about Intuit

Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement.   Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd 5 Things to Consider When Creating Your Personal Brand Community-Based Marketing for Insurance Agents Community Engagement & ACA Marketing Suggestions for Agents How Relationship Marketing Can Make the Difference in Your Agency Modern Medicare Marketing for Today's Agents Operating From a People-First Mentality ft. Scott Zimmerman Ready to partner with an FMO? Register with Ritter Insurance Marketing! The Insurance Agent's Guide to Establishing Successful Affinity Partnerships   References: “Affinity Marketing: The Art of Building Connections.” Mailchimp.Com, Intuit, mailchimp.com/resources/affinity-marketing/. Accessed 10 June 2025. “Complementary Business Definition.” Lawinsider.Com, Law Insider, www.lawinsider.com/dictionary/complementary-business. Accessed 10 June 2025. “Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-P).” CMS.Gov, CMS, 26 Nov. 2025, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription. “Medicare Marketing Guidelines.” CMS.Gov, CMS, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 June 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

What if instead of software coaching you on how to use it–what buttons to push and what file menus to open–the software could just use itself, once it knew what you wanted? We explore Intuit's new AI agents in the latest installment of our oral history project.We Meet:  Alex Balazs, CTO of Intuit Credits:This episode of SHIFT was produced by Jennifer Strong with help from Emma Cillekens. It was mixed by Garret Lang, with original music from him and Jacob Gorski. Art by Meg Marco.

Join us on Spaghetti on the Wall episode #252 as we welcome Doug C. Brown, CEO of CEO Sales Strategies and a globally sought-after expert in sales revenue and profit growth. Doug has helped powerhouse companies like Intuit, CBS, and Procter & Gamble massively scale their sales performance. From boosting division sales by 864% with Tony Robbins to training the top 1% of sales producers, Doug brings unparalleled insight into what it really takes to grow with purpose and profit.

In this episode of The Digital Executive podcast, host Brian Thomas speaks with Ahikam Kaufman, co-founder and CEO of Safe Book's AI. With over two decades of experience in corporate finance, including leadership roles at Intuit, Kaufman shares how his team is revolutionizing financial data governance through intelligent automation. He highlights the unique challenges CFOs face with fragmented financial systems and explains why today's tools often fall short in ensuring accuracy, compliance, and speed.Kaufman delves into the slow adoption of AI in finance compared to other departments, emphasizing how Safe Book's AI is bridging that gap. From automating repetitive tasks to enhancing M&A due diligence, he outlines how AI can transform finance from a reactive function to a strategic powerhouse. If you're a finance leader looking to future-proof your operations, this is a must-listen conversation.If you liked what you heard today, please leave us a review. Apple or Spotify

Maddie Daianu, Head of Data & AI at Intuit Credit Karma, focuses on building sophisticated recommendation systems that personalize financial offerings for over 100 million members by creating unified consumer profiles that track complete financial journeys. She emphasizes the critical importance of maintaining strict compliance requirements in the FinTech industry while leveraging both traditional machine learning for core systems and selective use of generative AI for contextualization. Her approach includes rigorous evaluation frameworks with five key metrics—product alignment, safety, compliance, data accuracy, and system integration—ensuring all AI implementations meet the high standards required for financial services.

Scott Lien joins host Ron Aaron and co-host Carol Zernial to talk about Subject: Enhancing the Bond Between Caregivers and Seniors Through Technology on this edition of Caregiver SOS. About Scott Scott Lien is GrandPad's Co-founder and Chief Executive Officer, leading the company as it builds an accessible platform that empowers seniors to connect with family, friends, and caregivers. He brings a wealth of experience to the team, having led Intuit's mobile technology innovation group and developing user-friendly software for Target, Best Buy, and Bank of America. Scott is also a practitioner of the LEAN Startup Method, which emphasizes putting users first and designing specifically to their needs. Scott loves working with Super Seniors — those over the age of 75 as he believes they have many life lessons and wisdom that we can all learn from. The average age of the GrandPad tablet user is 85 years young and our most famous GrandPad user so far was Hester Ford of Charlotte, NC, who had 116 years of wisdom! With GrandPad, Scott strives to create a world where no seniors are lonely or isolated. Hosts Ron Aaron and Carol Zernial, and their guests talk about Caregiving and how to best cope with the stresses associated with it. Learn about "Caregiver SOS" and the "Teleconnection Hotline" programs.See omnystudio.com/listener for privacy information.

The U.S. workforce landscape is changing as technologies advance and Artificial Intelligence continues to impact job and education territories. The education technology company, YouScience, is keeping up with the times, guiding students on how to prepare for college and advanced careers, while re-skilling and up-skilling a workforce for industries needing to fill jobs. On this episode, YouScience Co-founder Edson Barton and Joseph Watt, Vice President of ECMC Group, discuss how the two organizations are building on the education to workforce movement.  Edson Barton, Founder and CEO of YouScience and founder of Industry CertificationsAs a 25-year EdTech veteran, he leads YouScience as it revolutionizes the personalization of career education—bridging the edtech and talent tech markets and solving critical education-to-workforce issues such as the skills gap and program equity and diversity. By providing students a more direct and tangible way to connect their education to their future careers, YouScience improves academic outcomes including high school graduation rates and postsecondary enrollment and completion rates.As a leader in the education technology industry, Edson has been quoted in numerous reports and media articles, most notably in Forbes, US World & News Report, MSN, and eSchool News.Prior to leading YouScience, Edson was the CEO and co-owner of ProCert Labs, a standards alignment and validation organization, and served as a senior director with Certiport where he oversaw client activities for Adobe, Autodesk, Intuit, and Microsoft, including worldwide publisher channels. Additionally, he was a sales vice president for Imergent and the executive director for Kids Voting Utah.Joseph Watt, Vice President at ECMC Group and Managing Director of EIFJoe grew up in the rural Midwest, where he was inspired daily by his mother's commitment to educating others, going above and beyond to reach her students, especially those who came from difficult family circumstances. After graduating high school with a class of 40 students, then joining a student body of more than 40,000 at the University of Illinois, and finally completing graduate school at Duke University, he has experienced firsthand the wide variations, challenges and ultimately, the transformative impact of education across a multitude of learning environments.Shortly after joining ECMC Group, Joe co-led the creation of the Education Impact Fund, driven by the opportunity to utilize patient, impact-aligned capital to propel transformative educational outcomes. By investing in scalable ventures that are addressing educational inequities and empowering underserved and overlooked groups, Joe aims to further demonstrate the strong correlation between long-term impact and outsized financial returns, thereby, inspiring increased investment in impactful educational change.Before ECMC Group, Joe's experience spans corporate strategy, M&A, private equity and investments within the technology and education sectors. He is a graduate of Duke University's Fuqua School of Business, where he was an Impact Investing Fellow, and the University of Illinois at Urbana-Champaign. He lives outside of Durham, North Carolina, with his wife, son and dog.

Doug C. Brown, CEO of CEO Sales Strategies, joins us for a captivating exploration into the world of sales optimization and scalable revenue. With his roots in sales beginning at his father's business, Doug has transformed into a visionary leader in sales strategies. In our discussion, Doug unveils the core principles of CEO Sales Strategies, stressing the necessity of a structured and systematic approach to secure predictable revenue streams. As we navigate the common hurdles businesses face, like setting clear goals and identifying right-fit buyers, Doug shares his invaluable perspective on the evolving role of AI in sales processes. He emphasizes the human aspect of selling, the importance of customer care, and how a structured sales process can be a game-changer. Our conversation also highlights the vital importance of business clarity and metrics in sustaining growth and avoiding chaos. Doug delves into how unmanaged growth can lead to business implosion and shares personal anecdotes, including a profound story about congenital hip dysplasia, underscoring the urgency of addressing root issues early. By examining micro measurements and uncovering hidden issues, Doug illustrates that real improvement calls for dedication and deep understanding, not just superficial fixes. Whether you're a seasoned sales veteran or new to the field, this episode is packed with actionable insights and strategies to enhance your sales success and business outcomes. Doug C. Brown, CEO of CEO Sales Strategies, is a renowned Sales Revenue and Profit Growth Expert. He is the creator of a predictable, reliable, measurable, math-based model for sales revenue growth. Using this system, Doug helps businesses and independent business professionals dramatically increase their sales. Doug has served as the independent President of Sales and Training for Tony Robbins and Chet Holmes, achieving a 143% increase in close rates and a 4150% sales boost in six months. He has built over 35 businesses, generating over $900 million in sales for himself and his clients. His expertise has benefited companies like Intuit, CBS Television, Procter & Gamble, and thousands of other businesses. He has earned Top Sales Professional Awards and led high-performance teams. Doug's latest venture, Vibitno, is a revolutionary sales automation software designed to increase sales revenue by enhancing follow-up efficiency, boosting client retention, and increasing sales productivity. For four decades, Doug has shared his knowledge to help others achieve extraordinary sales growth through simple, effective steps.   Quotes: "Predictable sales revenue growth starts with clarity. Without it, chaos will eventually consume your business." "Selling is human. It's about solving a problem, gaining an opportunity, or achieving a goal, not just pushing a product." "If you want to make more sales, you need a process. It's like a dance—without a rhythm, you'll step on your partner's toes." "The key to scalable revenue is understanding your numbers. Wishful thinking won't hit your targets; clear metrics will."   Links: Website (CEO Sales Strategies): https://ceosalesstrategies.com/ Vibitno: https://vibitno.com/ Facebook: https://www.facebook.com/Dougcbrown123/ LinkedIn: https://www.linkedin.com/in/dougbrown123/ Instagram: https://www.instagram.com/dougcbrown_/ CEO Sales Strategies LinkedIn: https://www.linkedin.com/company/ceosalesstrategies Follow-Up Masterclass: http://ceosalesstrategies.com/stoptheleak   Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/ Tired of your CRM sucking the life out of your team? Visit https://crmshouldntsuck.com to get the book, get your CRM Impact Score, and discover how to rescue your system—and your sanity.

Intuit's transformation from a DIY financial software company to an AI-driven expert platform forms the backbone of this compelling conversation between the company's Chief Technology Officer, Alex Balazs, and Magellan Portfolio Manager and Sector Head, Ryan Joyce. Together, they explore how Intuit uses generative AI to deliver done-for-you solutions for its 100 million customers by blending huge amounts of data, deep domain expertise, and broad platform capabilities. Alex shares his long-term vision for how AI will reshape the user experience, including video avatars, instant and secure money movement, and new forms of digital trust. With only a fraction of its total addressable market currently served, Intuit sees massive growth potential both in the US and globally — and believes it's uniquely positioned to deliver the next wave of “killer apps” that truly empower small business prosperity.

AI for Accountants Is Getting Real – Are You Ready? This week on Digi-Tools in Accrual World, we're looking at what might be the most significant tech shift the accounting profession has ever faced. AI agents are no longer just theory. Sage, QuickBooks, Karbon and others are now rolling out tools that automate accounting and bookkeeping workflows - with everything from categorisation and reconciliation to forecasting and client emails. If you're trying to stay up to date with digital transformation in accounting, or want to learn about using AI in finance - this episode is for you! We cover:  • The beginning of the end for month-end  • AI agents that clean your books, chase debtors and forecast cashflow  • Sage Copilot and X3 updates  • Thomson Reuters launching AI tax review tools  • Karbon's integrated tax workflows and pricing intelligence  • UK influencers facing FCA action over financial misinfo  • The Accounting Excellence Awards 2025 shortlist  • Scoro on why PSA tools matter more than ever for growing firms 0:00 Coming Up 01:17 Welcome to the Digi-Tools in Accrual World Podcast 04:46 App News:   05:01 AI is bringing about the end of month-end 09:38 Sage unveils AI-powered task automation with agents 12:24 Intuit reveals AI agents coming to QuickBooks 18:08 Sage previews Copilot capabilities for X3 platform 19:34 Thomson Reuters launches Agentic AI for tax and accounting 21:16 Karbon launches end-to-end tax workflows, AI tools, and practice intelligence 27:22 UK influencers arrested in multi-million pound tax fraud case 29:10 Accounting Excellence Awards 2025 finalists announced 32:22 Scoro: The Role of PSA in Modernising Operations and Finance   43:56 Thanks for listening - remember to rate and subscribe to the podcast!

In this episode, I sit down with René Lacerte, founder and CEO of Bill. René shares his entrepreneurial journey from growing up in a fintech family to building one of the most successful SMB financial platforms. We dive into his failed pitch to Intuit that led to his first company, why he parted ways with PayCycle to start Bill, and how he navigated the company through the Great Recession while dealing with personal loss. René also discusses his decision to go public in 2019, the strategic acquisition of Divvy, and why he believes accountability drives performance. We explore how AI is transforming financial operations and his insights on building for the underserved SMB market.René Lacerte: https://www.linkedin.com/in/renelacerte/00:00:00 - There's Nothing Like Being a Public Company00:00:31 - René's Journey: From Fintech Family to Founder00:02:08 - What Was Your Mother Doing the Night You Were Born?00:03:16 - The Dinner Table MBA: Learning Business from Family00:05:22 - From Florida to Silicon Valley: Early Tech Roots00:07:18 - The Failed Intuit Pitch That Started Everything00:09:16 - PayCycle: From Nanny Payroll to Accounting Firms00:11:14 - Why René Left PayCycle to Start Bill00:14:20 - The Great Recession: Laying Off 40% of the Team00:18:36 - Why Solo Founders Make Faster Decisions00:22:16 - How to Reach SMBs: Go Where They Trust00:24:34 - The Scale That Unlocked Bill's IPO Journey00:27:05 - Why Accountability Drives Better Performance00:31:07 - The Problem with Dual Class Share Structures00:33:22 - The Divvy Acquisition: Getting 100% of Spend Data00:38:15 - Bill vs Competition: We Started with Financial Ops00:42:10 - How AI Will Create Fortune 500 Teams for SMBs00:44:36 - Building for SMBs: Passion and Hacking Solutions___Connect with Rex on social media:LinkedIn: https://www.linkedin.com/in/rexsalisbury/Twitter: https://twitter.com/rexsalisburyTikTok: https://www.tiktok.com/@rex.salisburyInstagram: https://www.instagram.com/rexsalisbury/

In this episode, Zach sits down with Shaun Shirazian, CEO of Lodgify, for an unfiltered conversation about what's next in hospitality tech—and what's not changing. Shaun shares how a meaningful moment on a San Diego balcony more than a decade ago sparked his passion for short-term rentals, and how that guest connection still drives his work building tools for small operators around the globe. We unpack Lodgify's long-standing mission to “arm the underdogs” by empowering independent hosts and managers with the same technology advantages as the big players. Shaun draws a clear line between his upbringing as the son of immigrants, his experience at companies like Intuit and PipeDrive, and the deep conviction that great tech should level the playing field for the little guys. But this episode isn't just philosophical—it's tactical. Shaun offers a refreshingly honest take on: Why switching PMSs still feels painful, and what needs to change. How Lodgify is navigating its role as both OTA partner and direct booking champion. What's holding back the direct booking experience (hint: it's not just UX). How the best future software will be invisible—delivering outcomes, not dashboards. We also talk AI, and Shaun shares why Lodgify is entering what he calls its “13-year-old growth spurt,” a new chapter he's dubbed Lodgify 2.0. Think: fewer clunky interfaces, more Stripe-like booking flows, and a relentless focus on what hosts have always cared about—trust, time savings, and more bookings. This one's for the rebels, the brand builders, and anyone who's ever screamed at a janky checkout page and thought, “There has to be a better way.” Behind the Stays is brought to you by Journey — a first-of-its-kind loyalty program that brings together an alliance of the world's top independently owned and operated stays and allows travelers to earn points and perks on boutique hotels, vacation rentals, treehouses, ski chalets, glamping experiences and so much more. Your host is Zach Busekrus, Head of the Journey Alliance. If you are a hospitality entrepreneur who has a stay, or a collection of stays with soul, we'd love for you to apply to join our Alliance at journey.com/alliance. 

What does it mean to design experiences in a world where pixels are no longer the focus? In this episode, service design thought-leader and author Erika Flowers shares her thoughts on how designers must evolve as AI transforms the tools, processes, and expectations of our work. Erika shares lessons from her journey—spanning early web design, pioneering service blueprinting at Intuit, and orchestrating experiences at NASA—and offers a forward-looking take on why skills like facilitation, systems thinking, and storytelling will define the future of design.About Erika Flowers: helloerikaflowers.com | LinkedInRelated NN/g CoursesService BlueprintingAccelerating Research with AIAI for Design WorkflowsRelated Free NN/g Articles:How Service Design Will Evolve with AI AgentsThe Future-Proof DesignerWhy I'm Not Worried About My UX Job in the Era of AIMore Free Articles on AI

Live from the Sage Future conference in Atlanta, Aaron Harris, CTO of Sage, joins Blake and David to explain why he wants to completely eliminate the financial close rather than just make it faster. Harris breaks down the three waves of AI transformation in accounting—from task-based automation to generative AI to fully autonomous agents—and reveals how Sage is building custom language models trained specifically on accounting principles with the AICPA. He also discusses the psychology of trust between CFOs and AI systems, introduces Sage's new AI transparency labels, and explains why his company is taking a more cautious approach than competitors like Intuit when deploying autonomous agents.Meet Our Guest, Aaron Harris, CTO, SageLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/Website: https://www.sageintacct.com/leadership/aaron-harrisX: https://x.com/AaronRHarrisLearn more about Sagehttps://www.sage.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/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

LaVar is joined this week by two finalist for the Campbell Trophy, Notre Dame linebacker Jack Kiser and UNLV linebacker Jackson Woodard. LaVar chats with each about their play on the field, the achievements in the classroom and what the Campbell Trophy means to them. Named in honor of the late William V. Campbell, the former chairman of Intuit, former player and head coach at Columbia University and the 2004 recipient of the NFF's Gold Medal, The William V. Campbell Trophy® has become the most prestigious and desirable "academic" award in college football. The trophy recognizes an individual as the absolute best in the country for his academic success, football performance and exemplary leadership. Takeaways: Playing at Notre Dame is a prestigious honor. The Campbell Trophy recognizes academic and athletic excellence. Handling success is crucial for team growth. Academic performance directly impacts athletic performance. Identity beyond football is essential for personal development. Football provides unique life experiences and opportunities. Community service is a vital part of being a student-athlete. Education is key for future aspirations beyond football. The evolution of linebacker play requires adaptability and skill. Football represents a way of life and personal fulfillment. #upongame #fsrweekends #2ProsSee omnystudio.com/listener for privacy information.

LaVar is joined this week by two finalist for the Campbell Trophy, Notre Dame linebacker Jack Kiser and UNLV linebacker Jackson Woodard. LaVar chats with each about their play on the field, the achievements in the classroom and what the Campbell Trophy means to them. Named in honor of the late William V. Campbell, the former chairman of Intuit, former player and head coach at Columbia University and the 2004 recipient of the NFF's Gold Medal, The William V. Campbell Trophy® has become the most prestigious and desirable "academic" award in college football. The trophy recognizes an individual as the absolute best in the country for his academic success, football performance and exemplary leadership. Takeaways: Playing at Notre Dame is a prestigious honor. The Campbell Trophy recognizes academic and athletic excellence. Handling success is crucial for team growth. Academic performance directly impacts athletic performance. Identity beyond football is essential for personal development. Football provides unique life experiences and opportunities. Community service is a vital part of being a student-athlete. Education is key for future aspirations beyond football. The evolution of linebacker play requires adaptability and skill. Football represents a way of life and personal fulfillment. #upongame #fsrweekends #2ProsSee omnystudio.com/listener for privacy information.

Send us feedback or episode suggestions.What does it take to transform 121 years of automotive legacy into a modern digital ecosystem? Catherine Dubut, Director of Global UX Strategy at Ford Pro, joins Chris Strahl to share how her team is reengineering the organization's fragmented product landscape into a scalable, unified digital assembly line.With over 80 legacy sites, 20+ global markets, and deeply siloed teams, the scale and complexity of Ford Pro's challenge was immense. Catherine explains how her team brought structure to chaos—combining elements from outdated systems, building new foundations where needed, and stitching them together into a single, coherent design system. From establishing governance and cross-functional collaboration to introducing micro frontends and scaling adoption, this episode offers a playbook for modernizing UX at enterprise scale.Key themes:Designing for fleets, not just drivers—multiple users, journeys, and roles per customerReplatforming 80+ tools across legacy systems and international business unitsBuilding a design system through consolidation, extension, and future-proofingUsing micro frontends to bridge disparate tech stacks across Ford ProMeasuring success through design efficiency, team adoption, and developer alignmentView the transcript of this episode.Check out our upcoming events.If you want to get in touch with the show, ask some questions, or tell us what you think, send us a message over on LinkedIn.GuestCatherine Dubut is Director of Global UX Strategy at Ford Pro, the commercial business of Ford Motor Company. She oversees a global team of individual contributors and managers across design, user research, information architecture, and content strategy. Catherine is a seasoned UX leader with a track record of designing impactful experiences, driving UX practice maturity, and digital transformation at dynamic brands at places like Samsung Electronics, REI, and Intuit. Based in Seattle, Catherine's been involved in design community activities including organizing local events, mentoring underrepresented UX professionals, public speaking, and writing. She enjoys exploring cities, outdoors, architecture, and other adventures with her husband, daughter, and terrier mix rescue.HostChris Strahl is co-founder and CEO of Knapsack, host of @TheDSPod, DnD DM, and occasional river guide. You can find Chris on Twitter as @chrisstrahl and on LinkedIn.SponsorSponsored by Knapsack, the design system platform that brings teams together. Learn more at knapsack.cloud.

Ben Stein from Keeper and Tal Ben Bassat from Anchor join the show to discuss their new integration that automatically configures client workflows in Keeper when proposals are signed in Anchor. The conversation covers how this partnership eliminates manual onboarding tasks, explores the broader trend of best-in-class apps working together rather than platform consolidation, and touches on recent Intuit API changes affecting the accounting software ecosystem. Both guests share their experiences developing the integration and their vision for improved connectivity across accounting technology tools.SponsorsBDO Alliance - https://uqb.promo/bdo(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:39) - Exciting News: Keeper and Anchor Integration (01:53) - Details of the New Integration (04:03) - Customer-Driven Development (07:52) - Real-Life Use Cases (11:18) - Understanding Keeper and Anchor (14:50) - Initial Feedback and Reactions (16:10) - Admiration and Problem-Solving Approaches (18:39) - Industry Trends and Platform Consolidation (27:22) - Impact of Intuit's API Changes (31:11) - Future of Accounting Technology (33:19) - Upcoming Conference and Fun Plans (35:15) - Conclusion and Final Thoughts Keeper: https://keeper.app/?via=4aaea6Anchor: https://join.sayanchor.com/iX6Hba  Mention Royalwise when you sign up to get a $50 creditScaling New Heights: https://www.woodard.com/scaling-new-heights-2025•Keeper Karaoke on Monday•Grab a tutu for Tutu Tuesday at the Royalwise booth, •Royalwise Pool Party at Cabana #9 on Wednesday!Alicia's QBO Hands-on Training course: http://royl.ws/QBO-complete?affiliate=5393907

Creativity through the lens of a photographer and storyteller"You can do anything you want. The level of success is not the measure that matters."Brian Doben's ongoing “At Work” series documents everyone from tattoo artists and sumo wrestlers to Chemists and prosthetic Limb designers wherever they are. His process has brought him all over the world from L.A., Tokyo and Mumbai, to Cuba, Israel, Australia and all over the US.  ‘At Work' is a study of our world and how the people in it follow their unique callings. Brian released several dozen of his “At Work” portraits in a book of the same name while simultaneously presenting them at the photography festival Les Rencontres d'Arles in 2013. Since then he's released a steady stream of portraits over the years.Brian's own work for his editorial clients that include GQ, Vanity Fair, Travel & Leisure, and Town & Country has brought him to far-flung locations like Madagascar, Antarctica, and even the Himalayan Kingdom of Bhutan. Each of these cultures have taught him new things about how humans approach the important work they do and how to bring that to life.He takes the authentic touch he's earned from ‘At Work' into his fashion and celebrity work offering a natural style that is all his own. His advertising clients – that include American Express, Apple, Cadillac, Chase, Ford, Google, Intel, Intuit, Lexus, PayPal, Sony, UPS, and Wells Fargo amongst many others – benefit from his ability to compose complex images and capture genuine moments that emerge on their own under his direction.Brian has received awards from the Society of Publication Designers, American Photography, and Photo District News for his work. He was one of PDN's 30 Under 30, Kodak's Photographer of the year, and the inaugural photographer on PDN and Kodak's “Emerging Artists Series” website. His work is also part of the Museum of the City of New York's permanent collection. Brian was born and raised in Brooklyn, New York, he currently lives outside Boston with his wife and daughter.www.briandoben.comwww.atworkproject.comhttps://vimeo.com/569989289Send us a text

Here's a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

ConnectWise has launched a unified MSP platform and an ASIO-powered professional services automation (PSA) solution at their IT Nation Secure event. The new offerings aim to streamline operations for managed service providers (MSPs) by providing features such as unified log management, automated alert triage, and customizable dashboards. The ConnectWise Pro package bundles essential tools into a single contract, allowing partners to choose flexible pricing models. This strategic move is designed to enhance operational efficiency and position ConnectWise as a central player in the MSP ecosystem.In a significant industry shift, Kaseya has appointed Rania Sukar as its new CEO, coinciding with ConnectWise's event. Sukar, a former executive at Google and Intuit, brings a wealth of experience in technology solutions for small businesses. Her focus on enhancing customer experience and leveraging artificial intelligence (AI) for profitability reflects a broader trend in the industry. The timing of her appointment is seen as a strategic maneuver to capture attention during a competitor's major announcement, indicating Kaseya's intent to assert its presence in the market.Breach SecureNow has introduced the first generative AI certification program tailored for MSPs, aiming to equip them with the knowledge to guide clients through AI adoption. This certification is crucial as AI becomes increasingly integrated into small and medium-sized businesses, often without proper management. By providing a structured framework for AI usage and cybersecurity best practices, Breach SecureNow positions itself as a leader in AI training for MSPs, potentially setting a standard in the industry.The venture capital landscape is undergoing a transformation, with a notable slowdown in traditional funding rounds, particularly at the seed stage. New data indicates that nearly half of all seed deals are now classified as bridge rounds, reflecting market volatility. Investors are shifting their focus towards acquiring established service-oriented companies and enhancing them with AI, a strategy that could reshape competition and valuation in the IT services sector. This evolving investment model emphasizes the need for MSPs to adapt to the changing landscape and consider how AI can enhance their operations and profitability. Four things to know today 00:00 ConnectWise Modernizes PSA, Bundles Tools Under “Pro” Brand, and Launches Endpoint Solution with Microsoft and Pax803:56 New Kaseya CEO Rania Succar Brings Small Business Tech Focus, Amid Strategic Timing06:25 Breach Secure Now Launches First AI Certification for MSPs as NinjaOne Acquires Dropsuite, Radware Expands Threat Intel08:47 As Series A Deals Collapse, Investors Shift to AI-Powered Roll-Ups of Service Businesses This is the Business of Tech.    Supported by: https://getflexpoint.com/msp-radio/https://www.huntress.com/mspradio/ 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

Visit thedigitalslicepodcast.com for complete show notes of every podcast episode. In this episode of The Digital Slice Podcast, Brad Friedman and Dmitry Dragilev discuss the state of SEO in 2025 and the tactics your brand needs to succeed. Dmitry Dragilev is an online entrepreneur who has built four software businesses, which were acquired by Google in 2014, Semrush in 2023, early Slack employees, and Mangools in 2024. His current role is the Growth Advisor at Mangools, where he is helping scale a set of simple and powerful SEO tools for any business or brand. He has utilized unconventional content marketing, PR, and SEO to scale his companies and achieve all four exits.  He has consulted and helped over 100 companies in the last decade, including DowJones, Realtor.com, Nextiva, Aura, Pipedrive, Wistia, CultureAmp, Backlinko, Helpscout rank #1 organically on Google for their key terms. Dmitry is a contributor for Intuit, Forbes, Entrepreneur, TheNextWeb, TechCrunch, Moz, AListApart, SEMRush, Mashable, Huffington Post, WIRED and many others. The Digital Slice Podcast is brought to you by Magai. Up your AI game at https://friedmansocialmedia.com/magai

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: Nellie Akalp, founder and CEO of CorpNet, takes us on a no-fluff journey from launching her first business with just $100 to securing a 20x EBITDA exit to Intuit — all before turning 32. Nellie shares: How she and her husband bootstrapped MyCorporation from their apartment. What made their business irresistible to Intuit (spoiler: no debt, no investors, ultra-clean books). Why the post-acquisition “early retirement” didn't last — and how that led to launching CorpNet in 2009 during the height of the recession. The pivotal B2B pivot that transformed CorpNet's growth, including the launch of their Partner Program. How COVID turned into a major growth inflection point, scaling the team from 15 to 200 Why boundaries and mental wellness are non-negotiable for modern founders.. If you're a business owner thinking about exit strategy, reinvention, or how to scale sustainably while protecting your peace — this episode is packed with golden insights from someone who's lived it twice. -- Nellie Akalp is an entrepreneur, small business advocate, and mother of four little rockstars. As founder and CEO of CorpNet.com, she has helped more than half a million entrepreneurs start their businesses. Through CorpNet.com, Nellie has also partnered with business professionals such as attorneys, CPAs and more as their silent fulfillment partner helping them incorporate and form LLCs for their clients. Nellie has been named a Top 100 Small Business Influencer by Small Business Trends for the past four years and counting. In 2016 she was named Women Business Owner of the Year by NAWBO VC and her company, CorpNet.com, has been recognized on the Inc. 5000 list of fastest-growing privately-held companies in America in 2015 and 2016. Website: https://www.corpnet.com/ Instagram: https://www.instagram.com/corpnet/ LinkedIn: https://www.linkedin.com/company/corpnet.com/ Nellie on LinkedIn: https://www.linkedin.com/in/nellieakalp/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

First Time Homebuyers Hit a Record Low With the high cost of housing and higher interest rates, people trying to get their first home dropped to a record low around 23% in 2024. The average age of the first-time homebuyer has increased 10 years over the historical average to 38 years old. The median income is now $97,000 and the first-time home buyers are coming up with an average down payment of 9% of the value of the home. Many of these young buyers are using FHA loans, which require a very small down payment and according to research roughly 30% of all FHA mortgages have a debt service ratio of over 50%. This means more than half of these buyers' incomes is going toward servicing debt. This could be a hard pill to swallow for young buyers with not much money left over for luxuries like vacations and new cars. However, if when they buy the home, they understand that if they really tighten their belts for the next three to four years, they will probably be fine. New home builders are doing what they can to try and get rid of the largest inventory of unsold homes on their lots since 2009. The median price of a new home is currently less than one percent higher than the median price of existing properties, which historically has seen a 17% premium. The home builders are using profits from their homes to buy down mortgages. Even though the 30-year mortgage was recently around 6.8%, home builders can buy these mortgages down which led buyers of new homes to a rate around 5%. Buying down these rates has cost home builders about 8% of the purchase price of the home. This reduces their profits but better than the alternative of sitting on unsold homes with a carrying cost for the builder. I don't see this situation getting better anytime soon because I'm not looking for a large decrease in mortgage rates and incomes over the next year will probably increase somewhere around 3 to 4%. We continue to believe the rapid increase in the price of homes over the last few years will not last and it will now take some time to get back to normal market. Maybe we will see a better real estate market in 2027 or 2028.   Is Bitcoin coming to your 401k? I have been concerned with bitcoin and crypto as a whole for several years for many reasons including fraud, illicit activity, and the fact that there is really no way to derive an intrinsic value for it since there is no earnings, cash flow, or anything really backing the asset class. I was disappointed to see the current Labor Department removed language that cautioned employers to exercise “extreme care” before making crypto and related investments available to their workers. They cited “serious concerns” about the prudence of exposing investors' retirement savings to crypto given “significant risks of fraud, theft, and loss.” While this isn't necessarily a full-on endorsement for placing crypto in 401k plans, it definitely seems like the administration is continuing on its path to try and normalize crypto as an established asset class. Even with this change in language I would be surprised to see a huge surge in cryptocurrencies within 401k plans. Ultimately, ERISA bestows a fiduciary duty on employers and company officials overseeing 401k investments and that means legally employers must put the best interests of 401(k) investors first and act prudently when choosing which investments to offer (or not offer). Given the extreme volatility within crypto I believe it would be a huge risk for these companies to offer it as it could open them up to lawsuits if there are major declines. We'll have to see what other changes are made as time progresses, but I don't believe crypto has any place within a 401k plan at this time.   Inflation report shows continued progress The personal consumption expenditures price index, which is also known as PCE and is the Federal Reserve's key inflation measure, showed an annual increase of just 2.1%. Core PCE, which excludes food and energy, showed a gain of 2.5%. Both results were 0.1% below their respective estimates. Overall, inflation has continued to cool and is now quite close to the Fed's 2% target. The question that remains is how will tariffs ultimately impact inflation? An economist from Pantheon Macroeconomics said that he believed core PCE would peak later this year between 3.0% and 3.5%, if the current mix of tariffs remained in place. I would say it is difficult to forecast the tariff impact since we don't know what will ultimately be passed on to the end consumer. It will definitely be interesting to see what numbers look like in the coming months, but ultimately, I believe most of the concerns around inflation are overblown and even if the rate for PCE is around 3%, I don't see that as being problematic for the economy.     Financial Planning: What it Means to be an Accredited Investor An accredited investor is someone who meets specific income or net worth thresholds—such as earning over $200,000 annually ($300,000 with a spouse) or having over $1 million in net worth excluding their home—and is allowed to invest in private securities offerings not registered with the SEC. These investments, which include private REITS, private equity, hedge funds, and startups, often promise high returns but carry significant risks such as illiquidity, limited transparency, and the potential for total loss. While many of these offerings are only available through fiduciary advisors—who are legally obligated to act in their clients' best interest—investors must still exercise caution. Fiduciary duty applies only in certain contexts (such as investment advice) and may not extend to related areas like insurance or commission-based products. Additionally, what qualifies as “acting in your best interest” is often subjective and open to interpretation. Working with a fiduciary does not guarantee protection, and investors should remain vigilant, ask questions, and independently evaluate any recommendation. Also, private investments aren't necessary better than public investments, so just because you qualify as an accredited investor doesn't mean you should be investing in private securities.   Companies Discussed: Regeneron Pharmaceuticals, Inc. (REGN), Intuit Inc. (INTU), Target Corporation (TGT) & Toll Brothers, Inc. (TOL)

Intuit has announced major changes to their API ecosystem, introducing usage-based pricing for developers starting July 28th while simultaneously launching new APIs for inventory adjustments, custom fields, projects, sales tax, and payroll compensation. Hector Garcia joins Alicia and breaks down how these changes will impact everything from app pricing models to the future of third-party integrations, explaining why smaller developers may struggle while larger companies like Bill.com and Avalara will likely absorb the costs. The discussion explores whether this represents a strategic move toward platform consolidation and what it means for the freemium model that many QuickBooks-connected apps currently rely on.SponsorsDebits - https://uqb.promo/debitsResources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com The new Intuit Developer Platform: https://blogs.intuit.com/2025/05/15/introducing-the-intuit-app-partner-program/Hector's Reframe events: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsAlicia's new QBO Complete 2025 book + eBook: http://www.questivaconsultants.comAlicia's Hands-on Training course starting July 21, 2025: http://royl.ws/QBO-complete (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:32) - Intuit's New API Guidelines (02:27) - Metering and Costs for API Usage (03:25) - Impact on Small and Large Apps (04:16) - New API Access Points (04:44) - Inventory Adjustment API (08:49) - Custom Fields API (10:39) - Projects API (13:19) - Sales Tax API (16:38) - Payroll Compensation API (20:15) - API Monetization and Timelines (22:21) - Metering and Pricing Adjustments (24:26) - API Credits and Developer Tiers (25:57) - Impact on App Developers (34:24) - Intuit's Strategic Moves (39:27) - Upcoming Events and Personal Updates

What happens when Congress passes a $3.8 trillion deficit-increasing bill by just one vote while promising fiscal responsibility? Blake and David break down the "Big Beautiful Bill" and reveal who really benefits—spoiler alert: it's not the middle class or the national debt. They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. You'll discover why the time-based billing model is fundamentally broken in accounting, learn about the emerging "Next 12" tier of accounting firms, and understand why partners work the most hours while achieving only 6.9/10 job satisfaction.Sponsors Relay - http://accountingpodcast.promo/relayTeamUp - http://accountingpodcast.promo/teamup REFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(00:44) - The Big Beautiful Bill Act Overview (03:13) - Public Perception and Survey Insights (04:51) - Tax Implications and Specific Provisions (19:24) - National Debt Concerns (29:35) - QuickBooks AI Agents and Price Increases (32:52) - AI and Automation in Accounting (33:52) - Intuit's Earnings and Stock Performance (34:53) - Price Increases for QuickBooks Products (36:53) - AI Agents and QuickBooks Plans (38:01) - Impact of AI on Accounting Apps (38:56) - Intuit Enterprise and Accountants' Role (39:28) - Reframe 2025 Conference (42:40) - Big Four Transparency and Work Hours (48:18) - Tariffs and Invoice Rejections (54:52) - Big Four vs. Next 12 Accounting Firms (01:00:48) - Conclusion and CPE Information  Show NotesDo Americans Support Trump's 'Big, Beautiful' Budget Package? What Poll Found Before it Passed in House https://www.cpapracticeadvisor.com/2025/05/22/do-americans-support-trumps-big-beautiful-budget-package-what-poll-found-before-it-passed-in-house/161567/ Tesla CFO earns staggering $139 million compensation package https://www.foxbusiness.com/markets/tesla-cfo-earns-staggering-139-million-compensation-package Tesla Exec Receives Record Pay Package, Highest Paid CFO https://www.entrepreneur.com/business-news/tesla-exec-receives-record-pay-package-highest-paid-cfo/491938 Tesla CFO Vaibhav Taneja draws record $139 million salary https://americanbazaaronline.com/2025/05/21/tesla-cfo-vaibhav-taneja-draws-record-139-million-salary-462881/ Big 4 Transparency - Awards Season https://big4transparency.beehiiv.com/p/big-4-transparency-awards-season Tariffs & Trade Uncertainty Creates Invoice Rejections Surge https://procurementmag.com/news/tariffs-trade-uncertainty-creates-invoice-rejections-surgeInvoice rejection spike suggests tactic's use as tariff buffer, study says https://www.cfodive.com/news/invoice-rejection-spike-suggests-tactics-use-as-tariff-buffer-study-says/748528/ Art of Accounting: Analysis of Top 100 Firms data https://www.accountingtoday.com/opinion/art-of-accounting-analysis-of-top-100-firms-data The corporate work week grows even longer https://www.cfo.com/news/the-corporate-work-week-grows-even-longer-survey-microsoft-reclaim-ai-/748628/ 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 Cloud 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/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want 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...

What determines value in your company? What should founders be asking themselves regarding pricing to determine value in their company? How do you know an effective negotiation strategy? On today's episode, Paul Watts welcomes back Sonia Dumas. Sonia is a selling strategist, entrepreneur, and co-author of The Market Ownership Method: 7 Proven Principles and One Profitable Plan for Higher ROI Clients. Sonia has worked with industry giants like Intuit, Investopedia, Starwood, and Marriott, just to name a few. Today she will discuss experience-based negation strategies and effective negation tactics. Outline of This Episode (0:00) Introduction to Sonia Dumas (1:15) The Difference Between Strategy and Tactics in Negotiation (4:45) Sonia's Most Effective Negotiation Strategy (9:55) Planning for Successful Negotiations (11:30) Managing Complex Sales: Simplify (13:00) Counteracting Aggressive Negotiation Tactics (15:00) The Top Three Negotiation Dos and Dont's Resources & People Mentioned The Market Ownership Method: 7 Proven Principles and One Profitable Plan for Higher ROI Clients Connect with Sonia Dumas Sonia Dumas - WOMEN Sales Pros Connect With Paul Watts  LinkedIn Twitter  Subscribe to SALES REINVENTED Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

Ezra Kebrab is CEO and Co-Founder of Caliza (https://www.caliza.com), a platform leveraging stablecoin infrastructure to revolutionize cross-border payments, enabling instant, cost-effective international transactions, with a focus on Latin America. Ezra shares his journey from leading fintech initiatives at Visa and Intuit to building Caliza's API-driven platform that bridges the gap in global finance. He also discusses how Caliza is reshaping the future of stable finance in Latin America, tackling regulatory and compliance challenges, his thoughts on the on-chain settlement buildout - DREX in Brazil, and driving innovation to make digital dollar accounts accessible to all, no matter where they are.

On this edition of The Arts Section, host Gary Zidek checks in with the CEO of the remodeled and rebranded Intuit Museum of Art. The Dueling Critics, Kelly Kleiman and Jonathan Abarbanel, joins Gary to review a new adaptation of the 1921 play RUR. Later in the show, Gary takes you with to the Morton Arboretum to check out a new sculpture exhibition. And he'll catch up with local artist Crème Sheri, who has spent the past two decades drawing jazz artists as they perform on stage.

Plus: Booz Allen Hamilton stock dips as President Trump cracks down on federal spending. Retailers Ross Stores and Decker's Outdoor cite uncertainties due to tariffs. Software maker Intuit reports better-than-forecast quarterly results. Ariana Aspuru hosts. Sign up for the WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:Apple is being threatened with 25% tariffs unless production is moved to the United States. The Trump administration is saying that 50% tariffs will be imposed on the European Union on June 1st unless trade negotiations move forward. Nuclear energy stocks showing strong rally on as President Trump signs orders to support the industry. Intuit, the owner of TurboTax, up in strong earnings. The accelerating film and television exodus from Hollywood to other locations. 

Could the Pope be on the hook for US taxes? As the first American elected Pope, Leo XIV faces an unusual conundrum under US citizenship rules. Meanwhile, Intuit's controversial new API pricing has developers reeling, and Hector Garcia joins the conversation to explain why this "tariff" threatens the entire QuickBooks ecosystem. Blake and David also examine how companies use foreign trade zones to dodge Trump's tariffs, unpack the AICPA's new CPA licensure model, and reveal shocking numbers on government fraud that could approach $1 trillion annually. Plus, discover why 99.99% of Trump Memecoin buyers lost money while just 58 wallets walked away with billions.Sponsors REFRAME 2025 - http://accountingpodcast.promo/reframe2025 TeamUp - http://accountingpodcast.promo/teamupBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Payhawk - http://accountingpodcast.promo/payhawkChapters(01:54) - South Carolina State Treasurer Ousted (04:04) - Deal CEO Relocates Amid Lawsuit (05:28) - Live Stream Interactions (07:29) - Introducing Hector Garcia and Reframe (08:19) - Intuit Developer Program Changes (09:53) - Discussion on API Charges and Developer Impact (16:37) - Speculations and Theories on Intuit's Strategy (28:56) - Reframe Conference Details (31:30) - Trump's Tariffs and Foreign Trade Zones (33:52) - Introduction to Free Trade Zones (34:42) - Arizona's Dominance in Free Trade Zones (37:41) - Legal Challenges to Trump's Tariffs (40:29) - Intuit's Political Maneuvering (44:53) - New CPA Licensure Model (57:43) - Fraud and Government Inefficiencies (01:06:27) - Closing Remarks and New Podcasts  Show NotesSouth Carolina Senate votes to remove state treasurer over $1.8 billion accounting error https://www.thestate.com/news/politics-government/article287284067.htmlDeal CEO Alex Bouaziz relocates to Dubai amid Rippling lawsuit https://techcrunch.com/2024/04/15/deal-ceo-alex-bouaziz-has-relocated-to-dubai-amid-the-rippling-lawsuit/Rippling raises $450 million at $16.8 billion valuation https://techcrunch.com/2024/04/16/rippling-raises-450m-at-16-8b-valuation/AICPA and NASBA release model legislation for new CPA licensure pathway https://www.journalofaccountancy.com/news/2024/apr/aicpa-nasba-release-model-legislation-new-cpa-licensure-pathway.htmlFlorida Institute of CPAs successfully pauses bill to eliminate licensing boards https://www.ficpa.org/article/ficpa-advocacy-update-on-house-bill-639American Pope Leo XIV may need to file US tax returns https://www.cnbc.com/2024/04/23/american-pope-leo-xiv-may-need-to-file-us-tax-returns.htmlForeign Trade Zones become tariff shelters amid Trump's trade policies https://www.wsj.com/economy/tariffs/foreign-trade-zones-become-tariff-shelters-for-small-firms-a5e81093Federal court questions constitutionality of Trump's Liberation Day tariffs https://www.reuters.com/legal/us-trade-court-questions-legality-biden-tariffs-2024-04-17/Elon Musk stepping aside at DOGE while work continues through 2026 https://www.axios.com/2024/04/22/elon-musk-stepping-aside-doge-juneIRS fails to meet improper payment rate goals for refundable tax credits https://www.treasury.gov/tigta/auditreports/2024reports/202440032fr.pdfCriminal groups stealing up to $1 trillion from US government programs https://www.nbcnews.com/business/economy/hackers-stealing-us-government-money-rcna15002499.99% of Trump Memecoin buyers lost money while 58 wallets made over $10 million each https://www.chainalysis.com/reports/trump-memecoin-analysis-2024/Intuit's record lobbying spending and Republican support to eliminate IRS Direct File https://www.opensecrets.org/news/2024/04/intuit-turbotax-parent-spends-record-on-lobbying-amid-direct-file-rollout/Intuit Developer Program Changes https://developer.intuit.com/app/developer/homepageNeed 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 Cloud 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:

Adam Crisafulli of Vital Knowledge and Nicole Webb of Wealth Enhancement Group break down the market action today and whether more pain is ahead. Earnings highlights included results from Workday, Autodesk, Deckers, Ross Stores, and Intuit. Jon sits down for the latest commentary from Intuit CEO Sasan Goodarzi. In Washington, the Trump budget bill took a major step forward—Raymond James policy analyst Ed Mills talks through the implications for investors—including winners and losers. Sean Henry, CEO of logistics firm Stord, on how companies are reshaping supply chains in a new world for global trade. 

Alicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:29) - Upcoming Webinars and Events (05:45) - Bill Pay Enhancements (11:04) - ProConnect Tax Updates (12:34) - Intuit Enterprise Suite Enhancements (17:36) - Additional Announcements from Firm of the Future (22:12) - QuickBooks Checking and Cashflow Tools (23:20) - Wrap-up and Sign-Off Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Firm of the Future Product Updates, May 2025: https://www.firmofthefuture.com/product-update/may-2025-mpu/ProAdvisor Spotlight with Dan Luthi and Brittney Brown: https://www.firmofthefuture.com/thought-leadership/next-generation-of-accountants/Alicia's QuickBooks Checking and Cash Flow class: http://royl.ws/cashflow 

In this episode of the Next Level Healing Podcast, Dr. Tara Perry interviews John K. Bates, Founder of Executive Speaking Success. John has trained and coached leaders at NASA—including the astronauts—GE Aerospace, US Navy Special Operations, Johnson & Johnson's JLABS, Boston Scientific, Google, Intuit, and many more. His programs consistently earn Net Promoter Scores of 92+, and his clients don't just thank him—they recommend him as the best leadership communication coach working today.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!

Dive into San Diego's evolving product management landscape with Vidya Dinamani as she announces the inaugural Product Management Summit. Learn how the local tech ecosystem has matured and why bringing world-class product leadership to San Diego matters. Key Topics: • San Diego Product Management Summit (June 5-6) • Evolution from Intuit leadership to Product Rebels • Building Product Tank's 2,500+ member community • Customer-centric product development methodologies • San Diego's maturing tech ecosystem   Links & Resources: Product Management Summit Product Rebeles   Connect with Vidya: LinkedIn: Vidya Dinamani Connect with Neal: LinkedIn: Neal Bloom Twitter: @NealBloom

In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Ahikam Kaufman, veteran finance leader and co-founder of Safe AI, the world's first platform for financial data governance. Ahikam shares how his experience at companies like Intuit led him to build a solution that replaces manual processes with smarter, more reliable financial oversight. He explains how Safe AI connects data across systems like ERP and CRM to catch issues early and automate routine checks. The conversation explores how finance teams can move faster, stay compliant, and trust their data.Ahikam Kaufman is the co-founder and CEO of Safe AI, a platform built to monitor and govern financial data across systems like ERP, CRM, and payroll. With over 20 years of experience in corporate finance and entrepreneurship, he's seen both the promise and pitfalls of financial operations. From M&A and compliance challenges to launching B2C fintech ventures, Ahikam's career shaped his vision for making financial data easier to manage, review, and trust. At Safe AI, he helps companies replace manual work with smart oversight so teams can close the books faster, avoid errors, and stay ahead of compliance.In this episode, you will discover:What inspired Ahikam to move from finance leadership into founding Safe AIWhy traditional finance teams struggle to govern their own data across systemsHow Safe AI helps companies spot errors, detect fraud, and stay ahead of complianceThe real-world challenges of financial close and how to fix them before they snowballHow finance teams can embrace innovation without giving up controlAhikam Kaufman gave us an inside look at how finance teams can take control of their data and move beyond the manual processes that slow them down. From automating reconciliations to catching issues before close, he showed how Safe AI helps finance professionals work smarter and stay compliant without the last-minute scramble. This episode is a great reminder that true financial leadership isn't just about tracking numbers-it's about building systems that support accuracy, trust, and long-term growth.Follow Ahikam :LinkedIn - https://www.linkedin.com/in/ahikam-kaufman-688310/Website - https://safebooks.ai/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul: LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:00] - Welcome to the Episode[00:24] - SXSW and Startup Energy [01:00] - Transitioning from Corporate to Startup [03:25]

Nadav Eylath, founder and managing partner of at.inc, shares his philosophy of early-stage investing rooted in trust, long-term thinking, and technical rigor. Nadav talks about backing founders at the very inception of their startup journey—sometimes even before they've left their jobs. He explains how asking questions like “What kind of company will this be in 30 years?” leads to deeper conviction and better partnerships. Nadav also shares his views on why venture capital needs to evolve and how a flexible, founder-first approach can reshape the industry.In this episode, you'll learn:[01:49] From building treehouses to model airplanes: Nadav's early love for tech and tinkering[03:26] How informal advising turned into full-time investing[04:57] The meaning behind the name at.inc and how it reflects the firm's thesis[10:01] “What kind of company will this be in 30 years?”—the power of visionary questions[13:30] Building conviction: fast no's, thoughtful yes's[15:51] How early-stage founders can build a relationship with Nadav[20:14] Why Nadav says no: timing and fit[24:07] How venture capital should evolve to serve today's foundersThe nonprofit organization Nadav is passionate about: Tel Aviv UniversityAbout Nadav EylathNadav Eylath is the founder and managing partner of at.inc, a venture capital firm that invests at the very inception of startups. With a background in data science, marketing, and company-building, Nadav brings an operator's empathy and a long-term investor's lens to early-stage ventures. His career spans roles at startups acquired by companies like Intuit, as well as over a decade of deliberate, hands-on venture investing. Nadav's approach is grounded in trust, curiosity, and a passion for helping founders bring technically ambitious and globally relevant ideas to life.About at.incat.inc—short for “at incorporation or at inception”—is a Silicon Valley-based venture capital firm that backs startups from day zero. The firm invests in deeply technical companies with global potential, often writing the first check when founders are just forming their ideas. Generalist by design, at.inc partners with entrepreneurs across sectors, emphasizing long-term vision, high trust, and a hands-on approach. With a focused investment pace and founder-first philosophy, at.inc supports startups throughout their full journey, from inception to global scale.Subscribe to our podcast and stay tuned for our next episode.

Vibe coding is having a moment.The buzzy new phrase was coined earlier this year by OpenAI co-founder Andrej Karpathy to describe his process of programming by prompting AI. It's been embraced by tech professionals and amateurs alike. Google, Microsoft and Apple have or are developing their own AI-assisted coding platforms while vibe coding startups like Cursor are raking in funding.Marketplace's Meghan McCarty Carino recently spoke with Clarence Huang, vice president of technology at the financial software company Intuit and an early adopter of vibe coding, about how the practice has changed how he approaches building software.More on this“What is vibe coding, exactly?” - from MIT Technology Review“New ‘Slopsquatting' Threat Emerges from AI-Generated Code Hallucinations” - from HackRead“Three-minute explainer on… slopsquatting” - from Raconteur

Vibe coding is having a moment.The buzzy new phrase was coined earlier this year by OpenAI co-founder Andrej Karpathy to describe his process of programming by prompting AI. It's been embraced by tech professionals and amateurs alike. Google, Microsoft and Apple have or are developing their own AI-assisted coding platforms while vibe coding startups like Cursor are raking in funding.Marketplace's Meghan McCarty Carino recently spoke with Clarence Huang, vice president of technology at the financial software company Intuit and an early adopter of vibe coding, about how the practice has changed how he approaches building software.More on this“What is vibe coding, exactly?” - from MIT Technology Review“New ‘Slopsquatting' Threat Emerges from AI-Generated Code Hallucinations” - from HackRead“Three-minute explainer on… slopsquatting” - from Raconteur

Intuit has reversed course and TAGS are back! Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84

Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.(00:06) - QuickBooks ProAdvisor Certification Overview (01:28) - Benefits of Certification (02:55) - ProAdvisor Directory and Points System (05:45) - Recertification Process (10:57) - Recertification Tests and Tips (18:36) - Importance of Certification (19:21) - Credly Badges and ProAdvisor Title (27:35) - Conclusion and Upcoming Events Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everythingIf you need help recertifying because the Intuit training doesn't match your learning style: www.akadian.com/recertify Past episode about Intuit Academy, Nov 2024: https://uqb.show/66Alicia's QBO Mobile App class on May 13, 2025:Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registrationEnroll for class recording with CPE: http://royl.ws/QBOMobileSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

As General Manager of PayPal's Small Business and Financial Services Group, Michelle Gill is responsible for bringing together the products and services that help small business owners run and grow their business. She is my guest for this episode of the Tearsheet Podcast. Michelle brings deep financial expertise and experience building platforms and tools that help customers manage their finances to her role on PayPal's Senior Leadership Team. Michelle was previously Senior Vice President of Intuit's business money management, payment, and banking service, QuickBooks Money Platform. Prior to Intuit, Michelle successfully integrated and expanded SoFi's lending business as General Manager and Executive Vice President of Consumer Lending and Capital Markets. Drawing on her early career experience as a Managing Director and Partner at Goldman Sachs, Michelle also served as SoFi's Chief Financial Officer before moving into the product leadership role. Before that, Michelle spent a decade leading the U.S. Assets business for global investment firm Sixth Street Partners. Given her career and experiences, Michelle brings a broad view of fintech innovation. She focuses on user-centered solutions. At PayPal, she leads efforts to help entrepreneurs navigate the complicated web of financial tools they often depend on. “The preponderance of [small businesses] use greater than 15 tools to run their business,” she shares. “What they got into business for is the passion… and yet they end up spending more time on things that are not what they love.” Our conversation explores how PayPal is actively trying to reduce that complexity. It does so not by offering more tools, but by making the ones they already use work better together. Gill outlines the strategy behind PayPal's cash flow-based lending model and how it fits within their open ecosystem, whether it's digital lending, embedded finance, or leveraging open banking.

#356 In this episode, Guy welcomed Robbie Mackenzie to discuss the power of the Merkaba, a form of sacred geometry that informs our energy fields and helps individuals unlock their spiritual potential. Robbie explained how opening the Merkaba can lead to heightened states of consciousness, spiritual ascension, and overall well-being. He shared his personal journey, which includes extensive fasting and meditation, to fully activate and channel this energy. Throughout the conversation, the importance of raising collective consciousness and embracing one's divine power is emphasized. Robbie also talked about his work with Archangel Metatron and his role as an 'ascension artist,' encouraging listeners to recognize and tap into their inner power for a transformative life experience. About Robbie: Robbie Mackenzie, a trance Medium, Healer and Intuit. I developed in a meditation circle twenty one years ago and very quickly I was standing on my feet being overshadowed by beautiful loving beings who spoke through me while I was in a deep trance state. The words were very loving and energy healing and I always felt like I was getting a big comfortable hug from beyond. Soon I was asked to channel in front of groups at church services and the messages were always very well received. Key Points Discussed:  (00:00) - WILD! 79 Days of Fasting to Channel THIS: The Ancient Key to Humanity's Awakening (00:52) - Welcome to the Podcast: Setting the Scene (01:29) - Introducing Robbie Mackenzie: A Deep Dive into Esoteric Topics (02:01) - Personal Growth and Healing: The Journey of Self-Discovery (02:39) - Engage and Share: Building a Better World Together (03:22) - Upcoming Retreats and Events: Join the Journey (03:43) - Starting the Conversation: Welcoming Robbie (04:16) - The Clarion Call: Channeling and Spiritual Experiences (06:20) - Understanding Ascension: A Heart-Centered Approach (08:53) - Meditation Circles: A Path to Spiritual Awakening (14:40) - Opening the Merkaba: Techniques and Experiences (18:49) - The Science and Spirituality of the Merkaba (27:36) - Synchronicity and Life's Passions: Following Your Path (30:40) - Global Ascension: Personal and Collective Growth (31:18) - Aligning with the Divine (31:46) - Introduction to Archangel Metatron (35:24) - Channeling Higher Beings (36:45) - The Importance of Physical and Spiritual Preparation (43:21) - Experiencing and Sharing Divine Energy (47:06) - The Global Ascension Movement (52:37) - Promoting Self-Care and Spiritual Healing (55:32) - Conclusion and Resources How to Contact Robbie Mackenzie:robbiemackenzie.com   About me:My Instagram: www.instagram.com/guyhlawrence/?hl=en Guy's websites:www.guylawrence.com.au www.liveinflow.co

Bob Parsons is a successful entrepreneur and philanthropist. He served in the U.S. Marine Corps during the Vietnam War and was awarded a Purple Heart. After graduating from college, he founded Parsons Technology, which was later sold to Intuit. He then founded GoDaddy, which became the world's largest domain name registrar. He later sold a majority stake in GoDaddy and founded YAM Worldwide. He also founded PXG, a golf club company, and The Bob & Renee Parsons Foundation, which supports marginalized populations. Parsons is also the author of the bestselling book "FIRE IN THE HOLE!". Shawn Ryan Show Sponsors: https://www.tryarmra.com/srs https://www.identityguard.com/srs https://www.betterhelp.com/srs This episode is sponsored by Better Help. Give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://www.blackbuffalo.com https://www.boncharge.com/srs https://www.meetfabric.com/shawn https://www.shawnlikesgold.com https://www.helixsleep.com/srs https://www.hillsdale.edu/srs https://www.patriotmobile.com/srs https://www.rocketmoney.com/srs Bob Parsons Links: X - https://x.com/DrBobParsons  Instagram - https://www.instagram.com/drbobparsons  YouTube - https://www.youtube.com/user/ThinkFast126 LinkedIn - https://www.linkedin.com/in/thebobparsons/ Website - BobParsons.comBook by Bob Parsons - As an Amazon Associate we earn from qualifying purchases (paid links): Fire in the Hole!: The Untold Story of My Traumatic Life and Explosive Success Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

Breaking News, Out of Sunday night's Pacers-Bucks game...Damian Lillard is out for the playoffs with a left torn achilles tendon. 48 hours later and I STILL cannot stop thinking about this finish in Intuit. Where did AG's putback rank on the top 1st round moments of ALL-TIME list? What did the Chef Steph prove in his game 3 takeover and WHAT does it mean for the Warriors postseason aspirations? The Pistons are Pist off after a controversial ending in Detroit. We re-live and react to an instant classic turned CONTENTIOUS postgame scene. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Could AI be doing a day's work in just minutes for accountants? In this episode, Blake and David explore how accounting technology is revolutionizing traditional workflows, from Xero's new AI protocol that connects chatbots directly to accounting data, to Google's game-changing "I" function in Sheets that lets you analyze data with natural language. You'll discover why deep research tools might replace entire teams of analysts and why revealing your AI usage might actually hurt your professional reputation. Plus, hear about unusual recession indicators (men's underwear sales are down!), what Americans consider financial success versus reality, and why accountants everywhere are buzzing about Baker Tilly's merger with Moss Adams. Whether you're curious about automating journal entries or simply wondering if you should disclose your AI wizardry, this episode delivers practical insights for the modern finance professional.SponsorsPayhawk - http://accountingpodcast.promo/payhawkRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRoboDebit - http://accountingpodcast.promo/robodebitChapters(00:00) - Introduction and Podcast Overview (00:39) - App News and Intuit Updates (07:53) - Intuit's AI and Bitcoin Controversy (11:10) - Xero Innovations (20:16) - Paychex Acquires Paycor (21:11) - Flowcast's AI Agents (25:17) - Pipe Acquires Glean AI (26:28) - Google Sheets AI Formula (34:30) - Google Agent Space (42:29) - AI's Impact on High-Level Jobs (43:12) - Testing AI with Investment Analysis (44:25) - Mother Road Brewery Investment Evaluation (49:31) - Canva's New Sheets Feature (54:31) - Google's Monopoly and Data Breach News (58:22) - AI Disclosure in the Workplace (01:05:51) - Mega Merger of Accounting Firms (01:11:26) - Signs of a Recession (01:17:45) - Upcoming Events and CPE Opportunities  Show NotesAccelerating Money Innovation with Deserve Technology Platform and Talenthttps://www.intuit.com/blog/news-social/accelerating-money-innovation-with-deserve-technology-platform-and-talent/ WARNING: Quickbooks Checkinghttps://quickbooks.intuit.com/learn-support/en-us/banking/warning-quickbooks-checking/00/1516063 Green Dot considers sale as CEO exitshttps://www.paymentsdive.com/news/green-dot-citi-strategic-review-sale-ceo-exit-gresham/742096/ Intuit Enterprise Suite Spring update features more efficient multi-entity accounting, enhanced reporting, and morehttps://quickbooks.intuit.com/r/enterprise/intuit-enterprise-suite-spring-2025-release-notes/ Strive targets Intuit for Bitcoin buys after orange-pilling GameStophttps://cointelegraph.com/news/strive-targets-intuit-bitcoin-buys-after-gamestop Xero Rolls Out New "Reconcile Period" Featurehttps://insightfulaccountant.com/accounting-tech/general-ledger/xero-rolls-out-new-reconcile-period-feature/ Xero introduces new Model Context Protocol server for smarter accountinghttps://devblog.xero.com/xero-introduces-new-model-context-protocol-server-for-smarter-accounting-4d195ccaeda5 Paychex Acquires Paycor in $4.1 Billion Dealhttps://www.pymnts.com/acquisitions/2025/paychex-acquires-paycor-in-4-1-billion-deal/ Introducing FloQast AI Agents: Revolutionizing Accounting Automationhttps://www.floqast.com/blog/introducing-floqast-ai-agents-revolutionizing-accounting-automation Pipe Acquires Glean.ai to Add Spend Management to Suite of Embedded Financial Solutionshttps://pipe.com/resources/press-releases/pipe-acquires-glean-ai-to-add-spend-management-to-suite-of-embedded-financial-solutions​Google Sheets Introduces AI-Powered =AI() Formula for Enhanced Productivity​https://yourstory.com/2025/04/google-sheets-ai-formula-gemini Scale enterprise search and agent adoption with Google Agentspacehttps://cloud.google.com/blog/products/ai-machine-learning/google-agentspace-enables-the-agent-driven-enterprise Sarah Friar's LinkedIn Post … https://www.linkedin.com/posts/sarah-friar_what-an-ai-powered-finance-function-of-the-activity-7259765674506399744-IKQD OpenAI CFO Sarah Friar: We are building a lot of IP down into the data center layerhttps://www.cnbc.com/video/2025/03/20/openai-cfo-sarah-friar-we-are-building-a-lot-of-ip-down-into-the-data-center-layer.html Introducing Visual Suite 2.0: Productivity, meet creativityhttps://www.canva.com/newsroom/news/canva-create-2025/ Department of Justice Prevails in Landmark Antitrust Case Against Googlehttps://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google Dark Web Digest – Lessons Learned from the Wolters Kluwer Data Breachhttps://www.purevpn.com/blog/dark-web-digest-issue-4-wolters-kluwer/ New HEC Paris research suggests that shadow adoption of ChatGPT could benefit employees but not the firmshttps://www.hec.edu/en/news-room/new-hec-p...

Doug C. Brown, CEO of CEO Sales Strategies, is a renowned Sales Revenue and Profit Growth Expert. He is the creator of a predictable, reliable, measurable, math-based model for sales revenue growth. Using this system, Doug helps businesses and independent business professionals dramatically increase their sales. Doug has served as the independent President of Sales and Training for Tony Robbins and Chet Holmes, achieving a 143% increase in close rates and a 4150% sales boost in six months. He has built over 35 businesses, generating over $900 million in sales for himself and his clients.His expertise has benefited companies like Intuit, CBS Television, Procter & Gamble, and thousands of other businesses. He has earned Top Sales Professional Awards and led high-performance teams.Doug's latest venture, Vibitno, is a revolutionary sales automation software designed to increase sales revenue by enhancing follow-up efficiency, boosting client retention, and increasing sales productivity.For four decades, Doug has shared his knowledge to help others achieve extraordinary sales growth through simple, effective steps.Connect with Doug here:https://www.linkedin.com/in/dougbrown123/https://www.facebook.com/profile.php?id=100076044798202&mibextid=LQQJ4dhttps://www.instagram.com/dougcbrown_https://ceosalesstrategies.com/Don't forget to register for our FREE "Scale Your Business Using LinkedIn" Workshop here:https://www.thetimetogrow.com/scale-your-business-blueprint-workshop-april2025