Podcasts about QuickBooks

Today with Michael Barbarita: You already know the feeling. You glance at the checkbook, you see a number that looks okay, and you decide that's good enough. You don't open QuickBooks. You don't look at your gross profit percent. Some part of you is afraid that if you actually looked, you might not like what you'd find. Michael Barbarita has spent thirty years inside businesses just like yours, first as an owner himself, growing a retail company called Ski Town USA from two and a half million dollars to eight million in under five years, and now as a fractional CFO through his company, Next Step CFO, working mostly with owners in the trades. He told LuAnn something simple that changes how you think about your numbers for good: the time to look is when it's cloudy, not when it's raining. Michael doesn't ask his clients to become accountants. He gives them five numbers, what he calls the vital five, and a rhythm for checking them. Sales, gross profit, gross profit percent, and net profit get pulled from your weekly P&L, and for most owners, that report is already sitting in your accounting software waiting to be opened. Cash is the one exception. That number gets checked every single day, because cash is what can sink you fastest, and it's the one number you can't afford to only glance at once a week. LuAnn connects Michael's framework directly to something she and her husband Vin have pushed Exciting Windows members toward for years, a fifty five to sixty percent gross profit margin. Once you're actually watching your gross profit percent every week, you have a real answer to whether you're anywhere close to that target, instead of a guess. The conversation goes further into why so many business owners let their accounts receivable slide, and Michael's five components of what he calls a compelling offer, the framework he uses with clients to get them out of competing on price. LuAnn ties it back to something she's said for years, that you have to sell the transformation your work creates, not the blind, the shade, or the drape itself. If pricing and margin are the piece that's nagging at you after this one, go back and listen to WTFP #199, Solo Margins Matter, for the fuller case on what discounting below a healthy margin actually costs your business. More About Michael Barbarita: Michael Barbarita has owned and operated Retail, Manufacturing and Service companies over the last 30 years. One of the retail companies he operated called “Ski Town USA” grew from $2.5 Million to $8.0 million in less than 5 years. One of the products he manufactured was “Cookies To Scoop Frozen Cookie Dough” and was featured on the QVC Home Shopping Network and was selected as one of the top 20 products in the State of Massachusetts in 1997. He has sat on the Board of Directors of 5 different companies. He was a Chief Financial Officer and Treasurer for a large specialty retailer. He was Chief Financial Officer and Treasurer for all of his previously owned companies as well. Michael has been involved in the structuring of leveraged buyouts. He has experience in owning both commercial and residential investment real estate. He also has experience exporting and doing business on a global scale.  He is an award winning public speaker. He has a Bachelor of Science in Business Administration at Babson College in Wellesley, Massachusetts, and majored in Accounting. Connect with Michael Barbarita: Website Our Favorite Links ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Windowworksnj.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Exciting Windows⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ What's new with LuAnn Nigara ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Power Talk Friday Tour 2025⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch the Docuseries!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.luannnigara.com/cob⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Purchase LuAnn's Books Here: Book 1: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Making of A Well – Designed Business: Turn Inspiration into Action⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Audiobook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Making of A Well – Designed Business: Turn Inspiration into Action⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Book 2: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Well-Designed Business – The Power Talk Friday Experts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Book 3: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Well-Designed Business – The Power Talk Friday Experts Volume 2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with LuAnn Nigara LuAnn's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LuAnn's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blog⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Like Us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Tweet Us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Follow Us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Listen Here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podcast⁠⁠⁠⁠⁠ Other Shows Mentioned: Episode 199: What Would Lu Do?: Margins Matter: Why Discounting Puts Your Business at Risk

This is a video recording of a post I wrote last week. If you want to read the original you can check it out here.Thanks to Mercury for sponsoring this video. Mercury's built-in AI, Command, helps me close my books and saves me a bunch of time. At the end of each month, Command categorizes my transactions and provides its rationale for every choice: I just review, fix anything that's off, and approve... and then Mercury syncs everything to QuickBooks. Get started at mercury.com/command Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Shawn O'Malley and Kyle Grieve explore Intuit (ticker: INTU). In this episode, you'll learn what narratives have underpinned the company's more than 60% selloff, as Intuit claims the undesirable title of “worst performer in the S&P 500” this year. But is this a bargain price for a high-quality SaaS business, or a value trap? That's the key question that Shawn & Kyle discuss, plus so much more! IN THIS EPISODE YOU'LL LEARN: (00:00:00) Intro (00:03:48) How Intuit's accounting software became so popular (00:12:49) What makes QuickBooks such a great business (00:20:54) Why Intuit is the worst performing stock in the S&P 500 this year (00:24:05) How to think about Intuit as either a value trap or bargain (00:38:45) Whether Intuit's TurboTax business is resistant to AI disruptions (01:17:02) Valuation discussion of Intuit (01:18:55) How to model Intuit's intrinsic value (01:20:04) Whether Shawn & Kyle add Intuit to The Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Track ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about how to join us in NYC for our ⁠⁠⁠⁠⁠Intrinsic Value Conference⁠⁠⁠⁠⁠. Portfolio Review ⁠⁠⁠⁠Submit Tool⁠⁠⁠⁠. See Shawn's ⁠financial model for Intuit⁠. The Finance Corner: "⁠Deep Dive Into Intuit⁠". Business Breakdowns Podcast — ⁠Intuit⁠ (2022). Intuit's 2025 Investor Day ⁠Presentation⁠. Intuit's 2026 latest Investor Day ⁠Presentation⁠. Check out our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠Wix⁠, ⁠Microsoft⁠, ⁠Kelly Partners Group⁠. Follow Kyle on ⁠⁠X⁠⁠ and ⁠⁠LinkedIn⁠⁠. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses through ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Investor's Podcast Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠⁠sponsors⁠⁠: ⁠⁠Plus500⁠⁠ ⁠⁠Netsuite⁠⁠ ⁠⁠Shopify⁠⁠ ⁠⁠Plaud References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Noah Hopton, CEO and Founder of Finvisor, helps startups and growing businesses simplify operations by building integrated back-office teams that combine accounting, finance, payroll, HR, insurance, and technology. By combining experienced financial professionals with modern technology, Noah enables businesses to streamline operations, stay compliant, and focus on sustainable growth.  In this conversation, Noah introduces The Adjacent Extension Framework—Earn the Trust, Build the Relationship, Listen for Other Problems, Connect Other Specialists, and Empower the Team with Tech. He explains why proactive service creates lasting client relationships, how solving adjacent business challenges leads to sustainable growth, and why integrated back-office teams outperform disconnected vendors. Noah also shares how AI is reshaping finance operations by automating repetitive work, empowering finance professionals to focus on strategic decision-making, and helping businesses leverage technology to enhance—not replace—human expertise. — How to Outsource Your Back Office with Noah Hopton  Good day, listeners. Steve Preda here with the Management Blueprint Podcast, and my guest today is Noah Hopton, the CEO and Founder of Finvisor, helping seed and Series A companies that have outgrown spreadsheets and part-time bookkeepers but aren’t ready for a full-time finance team yet. Their job is to give you the financial clarity to make good decisions at every stage of growth. Noah, welcome to the show.  Yeah. Pleasure to be here, Steve.  Well, great to have you here, and I’m very curious about your career and your business and what you built here. I’m particularly curious about your personal ‘Why’ and how you manifest it in your business.  Personal ‘Why.’ That’s great. Well, I’ll be honest, I didn’t go in thinking I was going to be an accountant or run an accounting firm. You know, I studied accounting in school. Eventually, I thought I was going to probably be more in a kind of front-of-house sales relationship because I enjoyed the people part—making relationships and meeting people.  But I was very fortunate that I found the consulting, fractional CFO world, where I got to discover a love of problem-solving, creating relationships, and creating value for clients. For me, it was kind of this love of helping clients understand their business, helping clients understand what to think about around the corner, where it's not just being in-house with one set of books that you're closing.Share on X  When you’re at Finvisor, my day-to-day, at least when I started, was probably working with 10 to 12 clients a month and helping them understand, “Okay, how did they perform last month? Can they hire a certain number of people? And what’s the plan going forward?”  Yeah, I mean, that’s super helpful. I started life in accounting as well with KPMG, and what attracted me was to essentially have that language of business so that I would be able to understand how a business works and have this confidence of not flying blind, right? That’s really, really cool. So how did you evolve from a CFO into a founder? What was the trigger point for you?  So I was very fortunate. I actually was at a prior firm at one point when I started my career, and they were a little bit like the cobbler with bad shoes, where eventually they decided they had to close shop, and clients were going to be given notice. I, myself, was given notice saying, “Hey, in a week, you’re not going to have a job, Noah.” And so I was really given this moment in life, saying, “Hey, if I enjoy what I’ve been doing, do I think I could do it better than the firm I’d been at?  And do I want to make this leap into being a founder and starting a business?” And so my co-founder and I both talked to each other and said, “Look, we love our clients. We love what we’ve been trying to build. I think we just need to do a little bit of a refresh and restructuring of how this operates.” And so we started our own company. I was very lucky that I started with about, I had about 30 clients and a team of four on day one, which I think is unusual.  Most people in the accounting space start off as a one-person shop, trying to grow from one to two, and having to double their clients or double their size to get there. We were fortunate to have five team members and 30 clients on day one. Originally, our vision was just, “Hey, let’s help with the fractional CFO and the bookkeeping,” but that really evolved over time as we added additional services and really understood where our clients were having problems in their back office.  What are the areas where maybe the insurance brokers they’d been working with weren’t very hands-on and kind of came in once a year? Our clients were asking us, as their CFO, “Hey, can you help us select our health insurance?” And we’re like, “Well, we’re kind of doing the broker’s job. Why don’t we build out our own team?” So that was one of the first verticals we moved into and added by building an insurance brokerage. From there, we kept building, where now not only do you have your CFO and accountant helping you, but you also have them with the ability to go out to market, help you compare quotes, and help get your insurance in place. So you’re essentially expanding the array of virtual services that you’re providing, or fractional services that you’re providing, to your clients?  Correct. Yeah. We really try to own the full back office end to end because I think a lot of people deal with, “Okay, great, I have a bookkeeper, I have a tax accountant, I have an R&D tax provider,” and they’re dealing with four or five different vendors that don’t really communicate. The client is the person playing telephone between the two, and we’re like, “Wait, stop. Why is this the solution?” We should just build a different business where it’s all under the Finvisor umbrella.  It’s all full-time team members who are actually working together on behalf of the client, even if fractionally. Some of our clients only need five hours of a payroll specialist, but they need someone to own that role, and they need that person to be able to talk to their sales tax team because it’s like, “Oh, we hired someone in a new state. Is sales tax applicable there?” And connect those dots because, when you have these disconnected providers, you have a lot of things that can drop because they’re not in people’s field of view.  Yeah, I mean, it’s a great service. If you can get a competent team that will take care of your back office, then you can focus on figuring out message-market fit and then essentially scaling revenue. You don’t have to worry about it, and you don’t have to babysit inexperienced people that maybe you can afford to hire, but who would not be able to own the job.  Yeah, exactly. I mean, it’s kind of the, “Do you want to…” You know, I think at least when we started in 2014, there was more of a generalist bookkeeper. That’s kind of the typical solution people went with. Nothing against that, but it’s kind of nice to have dedicated specialists in the different back-office areas that you need. I mean, bookkeepers are great.  They’re usually not your best payroll and HR people. They’re not thinking about California final-paycheck laws, or whether you need to offer a 401(k) if you hire someone in California. Whereas, if you have someone whose entire job is payroll and HR, and you need Finvisor to help run your payroll, they’re going to be thinking about those edge cases and helping you along so that you can just build your business, get to the next milestone, and not worry about tripping yourself up because of compliance, taxes, or a lack of visibility in your reporting. Yeah, that’s great peace of mind. So this podcast is about frameworks, and I wonder, what is your framework? How do you help your clients, or how do you figure things out? What have you developed? We’re about 400 frameworks in, so I’m looking for something unique that helps you and is easy to explain—three to five steps maximum.  Yeah. I mean, one of the ones that comes to mind for us is what we’ve really called the Adjacent Extension Framework. So, first, do really good work and earn your client's trust in one area. Makes it easy for them to approach you.Share on X For us, it’s historically been accounting. People think, “Great, get my books put together.” But for us, it’s really about creating a relationship and earning the client’s trust.  Then, as step two, listen for the other problems they’re having. What are the adjacent problems they’re asking you to solve? And then for us, what we’ve really done is double down in those other areas by building specialists in those verticals. Once you’ve earned the client’s trust, if you’re doing their accounting and all of a sudden they’re struggling with invoicing or collections, you can say, “Hey, we can also help you with accounts receivable and collection efforts because we see your AR balance increasing on your financial statements.” At that point, they’re already thinking, “Great, I like working with this person.  Let’s give their team a try and help us solve another problem.” So, for us, it’s really been about finding those adjacent problems, building a team that specializes in them, and then connecting the client with the right expert. The last piece that’s really coming to market now is using technology to empower the team. Historically, a lot of our value came from having experts who could handle the edge cases or the gray areas between payroll, accounting, taxes, and sales tax. Now, with technology, you can also build the data infrastructure to highlight what’s happening for the client while helping guide the team as they manage those clients.  Love it. So what I’m hearing is, number one—or maybe even number zero—is do a great job, right?  The trust.  Okay. So that’s maybe another way of saying it: earn the trust. But is doing a good job enough to earn that trust, or is there more to it?  I mean, I think in any service business, you want to be proactive. A lot of bookkeepers, accountants, and even legal professionals are usually waiting for the client to ask a question before providing an answer. I think the goal should be to think ahead for the client and proactively provide guidance. That came naturally for us because we sit in the fractional CFO seat.Share on X  But even if you’re just doing bookkeeping, you can still catch these things for clients and help them out. Or if you’re selling P&C insurance and helping clients with their general liability coverage, you can think about what other types of coverage they may need. So I’d say the more proactive you can be, the better. The other thing is meeting clients where they already are.  For us, a lot of our clients are on Slack, so we connect with them on Slack. We chat with them as if we were full-time employees because we don’t want the experience to feel different. We don’t want you to feel like you’re emailing a generic support inbox and not knowing when someone is going to get back to you. If you only need fractional-level support, it shouldn’t feel like you’re getting fractional value or a fractional level of communication.  I love it. So you actually own the function inside the organization, so it feels like you’re part of the team, or your people are part of their team. So that builds the trust. So, do a great job, or earn the trust, number one. Number two, build the relationship. Number three, listen to other problems that they might have. Number four, connect them to other specialists. And number five, empower the team with technology.  Yeah. That’s a lot of it. I mean, as an advisor, we’ve grown… I mean, 60% of our growth comes from client referrals. So I think you know you’re doing something right if clients are recommending you to their friends and network. And so hopefully, if someone’s listening to this and you’re not getting referrals, you should be thinking about, “How do we either create more trust for our clients to be referring us, or how do we become more top of mind when clients are having these conversations?”  That’s great. So 60% of your growth comes from referrals. What’s the other 40%? How do you drive growth? What drives growth for you? What’s the other way to drive growth besides referrals?  Yeah. I mean, I think it’s also being connected with the ecosystem that you’re in. In our space, there are a lot of technology partners. Think about Xero, which is an accounting software, QuickBooks Online, NetSuite, payroll software like Rippling, Bill.com. They all have accounting partnerships, and the more you can build with them and grow your team alongside them, clients will reach out to them and say, “Hey, do you have someone who can help us set up Bill.com or help us set up Rippling?  We don’t have a payroll team to do our state tax registrations.” So we’ve seen a lot of good momentum as our software partners start sending us clients to help us grow. I think the other area is trying to figure out where you can have partnerships that will do introductions. We’ve been very fortunate in partnering with a number of VCs. Obviously, the VCs have worked with us because we’re on the board, or we had a mutual client. A lot of them will start to build partnership channels, and it’s a great opportunity.  They’ll say, “We just invested in this company, and you should go talk to Noah’s team to help with your accounting or your fractional CFO.” So it’s really about finding those tangential operators or entities that complement whatever you’re doing.  So are these primarily personal relationships that need to scale, or do you have a way to scale this across other people in your organization—this ability to develop partners? Or is it mainly you?  It depends on the role. A lot of our fractional CFOs on the team continue to build relationships. I would say probably 40% of our new clients come through a channel that’s not through me. There’ll be other people on our team who have built relationships with another VC or another software company. I think one of the key things we’ve always focused on is hiring people who are very, I would say “doers” might be the wrong word, but people who can self-manage and be project managers.  If you find the right people who can take a step back and look at the bigger picture, I mean, sometimes people come to Finvisor and they don’t realize that we ourselves are a business. Yes, you’re doing accounting like you were in-house and getting the books closed, but if you do good work and you realize clients are having problems, you have to think, “Hey, how can I help clients more and also help Finvisor create a win-win?” A lot of times, when we’re hiring, we’re trying to find people who have that type of drive to continue building and helping us internally, and not just do one part of the puzzle they’re responsible for. That might not be the most direct answer, but I would say a lot of it is hiring—making sure it's not just me leading the growth, but me building a team that can help lead the growth outside of just me.Share on X  Yeah. So how do you share the context so that your team members can connect the dots as well as you can? What’s your approach to that?  There’s a couple of ways we’ve done it. One way is we use a note-taker that then feeds into our CRM. For all client communication, whether they meet with us on Zoom or Google Meet, the transcripts are put into a centralized hub for us. It also connects to our CRM in terms of what we’re doing for the clients. At any point in time, someone can ask, “Hey, what’s going on with this client?” They can understand, “Great, this is what the payroll team talked to them about this week.  This is what the CFO team talked to them about last month. These are the problems they’ve been bringing up.” So we can capture that information without it having to be provided orally every single time, and without having to rely on a chat or an email to the team. There are some moments when it’s useful to give the team a larger update, but in general, it’s good to figure out a way to capture the essence of what you’re doing for your clients so that the team can then, in an AI chat-specific way, talk through, “Hey, great, what’s going on with this client? What are their needs? What has changed in the last six months? Who’s working on the client?”  I’ll have a VC that we’re talking to say, “Oh, we’re looking to invest in the CPG space and this type of vertical. Do you have any clients?” We’re at a point now where I don’t know every client. I usually have an idea about most clients, but there are definitely clients where I don’t know everything that’s happened in the last six months because I don’t talk to all 200 clients.  But I can go to our central hub to gain that information and understand, “Okay, great, which client is looking to fundraise and might want to be connected to this VC?” It’s a nice way to connect the dots. They’re looking to invest. The client is looking to raise. We also do brown-bag sessions. We’re a distributed team, so I think you have to be a little more intentional about how you educate the team. We’ll have weekly meetings where we walk through new technology, new changes in what we’re offering, new positioning, and continue educating the team in a more structured format.  The other thing we’ve done to help the team understand what’s going on is to make information as accessible as possible, similar to how we communicate with clients. So the team doesn’t have to log in to a pretty outdated CRM to pull information on a client. It’s either available directly in the Slack conversation or in a more modern tool like Notion, where you can easily search and find the information you want. So basically, you’re managing and harvesting your data and using that to feed people information about how they can develop partnerships. Is that what I’m hearing?  Yeah. And I think a lot of it is also figuring out which playbooks and processes are repeatable, documenting them better, and then educating the team around them. For example, with our fractional CFOs, we want to be in the board meeting. If we can be in the board meeting, A, we can help clients answer questions about their finances more easily, and B, it’s good to have visibility into what the board is saying about the business and where they want to go.  Then, obviously, the VCs are going to say, “Oh, great, this is Ian at Finvisor.” If he reaches out to me about a partnership, they’re going to have a better understanding of what we do because they’ve been in the room with us—or they’ve been in a virtual or in-person boardroom with us.  So you’re basically sharing the playbook so that they have a better understanding of what they can refer you for. Correct. Yeah.  So, switching gears here, Noah, what’s one thing that you’re trying to actively figure out in your business right now?  I mean, the question everyone is trying to figure out, at least in my space, is how they’re going to use AI in some fashion. That’s the kind of million-dollar question everyone keeps talking about—AI in accounting, AI in finance. Right now, we’re really structured in how we’re trying to use it and apply it. But the question I have is, what’s the next year going to look like? What’s five years going to look like as this technology gets more legs and more trust behind it? We’re pretty intentional about what we’re building and how we’re using some of the newer technology with AI. But I think there’s a lot that, at least for me, you have to continue to iterate. The world today feels different than it did three months ago. I’d say for most of Finvisor’s history—and this has been 12 years—it hasn’t felt like that, where a year later things might feel marginally different because we’re maybe 20% bigger or whatever might have happened.  Now, I think there’s a lot more excitement and unknown around technology and how it can either make people more efficient or help highlight and surface better issues that clients need to talk through. But I also feel like we’re in a moment where everyone’s trying to throw AI into every technology. So we're also trying to stay true to who we are, which is people first, relationships first—technology powering us, not being the solution.Share on X  So as you’re scaling AI to improve the information that your people have, your CFOs have, that presumably is going to lead to people doing less of the mechanical, repeatable tasks and more of the judgment tasks. So how do you scale judgment as you’re scaling the impact with AI?  On our side, I think it’s A, trying to organize and structure the data coming in. B, trying to create tooling that isn’t unique to one client but is built in a way that can be customized for each customer. A lot of the firms I talk to that are in the Finvisor space just take a blanket approach—turn Claude on for every fractional CFO, let them connect it to QuickBooks, and try to figure out their own playbooks.  That’s not how we’ve ever run the business. We don’t just hire accountants and let them run the accounting and see how the output turns out. We’re more focused on figuring out what is actually useful for review. Right now, I think AI has been most helpful around quality. It can definitely check that things are consistent and make sure edge cases are being caught.  I think we’re going to get to a future state where it’s not only making sure quality is at the 95th percentile of confidence, but also giving visibility into metrics like CAC, LTV, and churn—things that would normally take longer to pull together. Your fractional CFO might currently spend hours reviewing Stripe data or Shopify data to come to a conclusion. AI can cut out maybe 40% of that data-cleanup layer, where it’s like, “Okay, now they have the tools to dig in and understand what the underlying problem is,” instead of spending so much time cleaning up the data and getting everything organized.  So currently, at least my thesis is that it’s going to allow us to manage more clients because some of the day-to-day—I don’t want to call it busy work—but the work you have to do before you get to the exciting parts of the job will become more automated and less manual, like pulling data out of Stripe, Shopify, your CRM, or NetSuite.  So does that mean you’ll have a different type of people, maybe higher-level thinkers? Or do you think you can elevate your current team to that level?  Yeah. I think you’re… Sorry, I know I was originally answering this through the fractional CFO lens. Most of our fractional CFOs are already at the top of that organizational pyramid. For them, it’s really about helping them have cleaner data, better visibility into the actions they need to take, and better insight into what they should be reviewing and discussing with the client.  If I think more broadly about the back-office finance team, I do think a lot of the more generalist staff accountant and AP specialist roles won’t be spending as much time on the day-to-day blocking and tackling. If a client has 1,000 transactions a month flowing through their bank and credit cards, historically that accountant would sit in QuickBooks Online clicking “Okay, okay, okay,” reviewing every transaction and coding it. Eighty percent of those transactions will simply be coded automatically in real time as they come in. That leaves them to focus on the 20% that actually requires human judgment.  For me, the question is, can we continue to empower those people to be more impactful with that 20%? Are they the right people for that 20%? We’ve always tried to hire people who are proactive and broader thinkers, so I think we have the right team to step into that. If we’d built a traditional BPO model with an outsourced accounting team made up of people who were really just coding transactions at a basic level, I’d be more worried because getting those people to step up and handle edge cases is difficult.  But that’s not how we’ve historically built Finvisor. We’ve always tried to find people who are a little more… I’d rather hire an A-plus player than a B-player just because there’s some savings in the cost structure. I’d rather have the right people who can perform 80% of the time when they’re at bat than just hire someone because they’re cheaper.  Yeah.  Wrong baseball analogy there, but yeah.  Yeah, I understand. So you have A-plus people. Maybe the people who are doing more bookkeeping-type services—their jobs may become automated—but your A-players are going to have best-in-class information, and they can serve more clients that way.  Yeah. I still think that if you think about the typical accounting structure—if you’re working in-house and you have a bookkeeper and a controller—it’s still helpful. Depending on the size of the company, if you’re a small company, you probably won’t need that bookkeeper.  The controller can handle the edge cases and close the books. But at a certain scale, you’ll still want that junior resource supporting the controller so the controller can focus on the higher-level, more strategic work. I think people will simply be able to do more with less if they’re the right person. There will be people who, if they aren’t good at staying on their toes and figuring out edge cases, won’t be the right fit.  AI will probably replace some of those roles. But I think there’s a great opportunity for people who can think more strategically. They don’t have to be a CFO. They can just be a really smart bookkeeper who’s good at handling edge cases. They’ll simply be able to manage three times as many clients as they could when they had to code every single transaction.  Okay. If you had a magic wand and you could fix one thing in your business over the next 12 months, what would it be?  One area that we probably haven’t prioritized enough because of growth is SEO, AEO, and our overall sales build-out. Our paid advertising hasn’t been the strongest part of our business because it hasn’t been the top priority. If I had a magic wand, I’d have someone clean up our SEO and AEO visibility because I know clients love us and we do great work, but I don’t think we’re showing up the way I’d like from an SEO and AEO perspective. So that would be it. Yeah.  Yeah. Yeah. Love it. So, who are your ideal customers? Who do you want knocking on your door? Is it venture-backed companies primarily, or do you also work with private company founders? Who are your sweet-spot customers?  A lot of our clients are going to be in that 5-to-50-employee range, where they don’t need a full-time back office, a full-time accountant, a full-time CFO, or a full-time payroll specialist, but they need someone to own those roles. That way, we can put together the right Finvisor team to support them. We’ve intentionally made ourselves pretty modular, so while the largest group of our clients is in the tech VC world, we also have a lot of SMBs—law firms, beauty businesses, and other professional services businesses.  I would say that, if you looked at the Finvisor client base as a whole, you’d probably see a lot of startups. But we’re also starting to see more SMBs and more traditional businesses that don’t have VC funding but still need help with their accounting, bookkeeping, and modernizing their back office. So it’s a bit of both. Most of our clients are going to be in that 10-to-50- or 100-employee range, where they’re complex enough that they care about their financials and want to understand what they spent last month, where they’re going, and how they’re going to get there.  Earlier-stage companies are sometimes just a little too early. If you’re a one- or two-person company with just an idea, there’s a reason people think about their financials on more of a cash basis. They can think about the five clients they’re working with. Their bank balance ties pretty closely to their financials. There’s not a huge difference between the two when you’re a sole proprietor.  But as you start to evolve, that’s where Finvisor can provide more value. For all of our clients, we do accrual accounting, so we’re recognizing your revenue and your costs over the life of the service. As you start to grow and build, that’s really helpful. Obviously, if you’re at day one, it’s less impactful because you’re living more day to day, week to week, and month to month.  Steve Preda: Okay. So if we have those kinds of companies—which we do among our listeners—and they hear about this and want to fix their back office and outsource it to a reliable partner who can help them own those functions and give them good advice, what’s the best entry point? Where should they go, and how can they connect with you personally as well?  Yeah. hello@finvisor.com comes to me and the sales team. There’s probably a 95% chance you’ll talk to me if you reach out because I still love connecting with most new businesses that come through the door. The other area I wanted to call out that could be helpful for businesses is PEOs. PEOs are great, but I think at some point clients need to graduate from the PEO, and Finvisor is uniquely positioned to be both your insurance broker—helping you quote large-group plans—and your payroll and HR team to help you leave the PEO.  For a lot of our clients, once they pass that 100-employee mark, it’s like, “Great, we now qualify for a large-group plan,” which might have better rates than what they’re getting through the PEO. They just don’t have the team or bandwidth to get off the PEO. We’ll come alongside those larger companies and say, “Great, let’s quote a large-group plan for you. We’ll also put together a transition plan to register you in the 20 states where your employees are currently located.  We’ll make sure you get your workers’ compensation and employment practices liability insurance in place so there’s really no difference—apples to apples—from being in the PEO to running your own payroll.” We help with that transition because I’m always surprised to see companies with hundreds of employees still on a PEO, where the savings could be in the hundreds of thousands of dollars if they left. They just don’t have the internal team because they’ve always been on a PEO. They’ve never had to do state registrations, so they don’t know how to do them. Because of that, they’re usually not looking for an alternative path to get off that structure. We can at least review it with them and help them out if it’s a good fit. And just to remind our listeners what a PEO is, in case they don’t know.  Oh, sorry. Yeah. A PEO is a Professional Employer Organization. If you’ve heard of companies like TriNet or Justworks, they’re PEOs. In the health insurance space, there are four primary ways you can get health insurance. Most companies start with small-group plans in the early days because they’re state-mandated. For example, in California, if you’re under 100 employees, the rates my company gets would be the same rates Steve’s company gets if we’re both under 100 employees and we’re asking Blue Shield for a quote from the same ZIP code. That’s small-group insurance.  Then there’s level-funded, where carriers quote specifically based on your employee group. There’s large-group, which is somewhat similar but designed for larger organizations. Then there’s the PEO. Let’s say you’re a 10-person company. You don’t have enough employees to qualify for large-group health insurance, which is usually discounted because the risk is spread across hundreds of employees. The PEO says, “We’ll employ your team. Instead of you directly employing 10 people and buying health insurance for only those 10 people, we’ll employ your team and give you rates based on the 10,000 employees we already have.” PEOs are really popular in places like California and New York, where health insurance is very expensive.  But once you get above about 100 employees, you can usually qualify for your own large-group rates, which are similar to what the PEO is getting. The difference is that the PEO is generally marking up those rates because they need to make a margin on the plan. You can often get those rates directly yourself.  Yeah. That makes perfect sense. Okay. So if you’re listening to this and you’re building a venture-backed startup, or you’re the founder of a professional services firm, a law firm, or another small business with 10 to 100 employees, and you don’t yet have the budget—or maybe you simply don’t need—a full-time CFO, insurance advisor, HR leader, and other functional specialists, then reach out to Noah and Finvisor.  Check out what they have to offer and see what services might be a good fit for your business. Thanks, Noah, for coming on the show and sharing your expertise. It’s fascinating to see how this field is evolving, how you’re tapping into technology, and how you’re focusing on the highest-quality CFOs to help your clients. If you enjoyed this conversation, stay tuned.  Follow us on YouTube, Apple Podcasts, or wherever you get your podcasts. Make sure you don’t miss an episode. Every week, we bring you exciting entrepreneurs and their best management frameworks. Thanks for coming, Noah, and thanks for listening.  Thanks, Steve. Appreciate it. Important Links: Noah's LinkedIn Noah's  website Noah's email: hello@finvisor.com

Emie Mirasol is Founder of ESM Manufacturing Integrated. ESM Manufacturing is a technology-based enterprise that produces specialized coating formulations used for finishing and enhancing the surface properties of materials such as ceramics or related products. The technology focuses on improving product durability, aesthetics, and functionality through a thin-layer coating process. The enterprise aims to support local manufacturing and product development through innovative material technologies. This episode is recorded at Mariano Marcos State University - Technology Business Incubator in Batac, Ilocos Norte.In this episode:00:00 Introduction01:42 Ano ang ESM Manufacturing Integrated?11:36 What is the startup solving? 21:25 What are stories behind the startup? 40.23 How can listeners find more information?MMSU TBIFacebook: https://facebook.com/bannuartbiTHIS EPISODE IS CO-PRODUCED BY:Symph: ⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠⁠Twala: ⁠⁠⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠⁠⁠GigGenius: ⁠⁠⁠⁠⁠⁠https://gig-genius.io⁠⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠⁠⁠⁠⁠⁠https://pahatid.ph⁠⁠⁠⁠⁠⁠Digital Workforce Group: ⁠⁠⁠⁠⁠⁠https://digitalworkforce.com⁠⁠⁠⁠⁠⁠Nascent Batteries: ⁠⁠⁠⁠⁠⁠https://nascentbatteries.com⁠⁠⁠⁠⁠⁠Level Up Talent Solutions: ⁠⁠⁠⁠⁠⁠https://lvluptalentsolutions.com⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠⁠⁠⁠https://arkotechspacesolutions.com⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠https://startupnetwork.ph⁠⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠⁠https://tasharivera.com

Send us Fan MailAlicia Katz Pollock built something most course creators never think to build. She took QuickBooks training, a topic most people assume is dry and functional, and turned it into a tiered membership with over 50 courses, live community calls, a coaching program, five books, a podcast, and CPE accreditation that accounting firms actually require their staff to complete.Dominik sat down with Alicia to trace how that happened. She started with a single beginner bootcamp, then kept adding courses every time a client asked about something new. Banking feeds, reconciliation, payroll, sales tax. Eventually she had enough that selling them one at a time felt expensive for the buyer, so she built a membership instead.One thing Alicia said that stuck with Dominik: she fully expected members to stay one year and then leave once they'd worked through the curriculum. That didn't happen. People have been in the community for years, and when she asked why, the answer wasn't the 50 courses. It was the twice-monthly round-robin calls where members bring their real client problems and work through them together.There's also a fascinating section on the four years she spent earning NASBA accreditation for CPE credits, what it took, and how it eventually opened the door to selling seats directly to accounting firms.Alicia is honest, specific, and genuinely fun to listen to. I think you'll enjoy this one.Check out Alicia's work:

Alicia sits down with Karla Uribe, Intuit's Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Guest Intro (01:15) - Karla Role and Motivation (02:48) - Why Intuit Accountant Suite (05:38) - Feedback Shaping Features (09:52) - AI in QuickBooks Reality Check (13:01) - Fitting IAS Into Tech Stacks (16:48) - Multi Platform Vision (18:43) - Switching From QBOA to IAS (23:21) - New Features and Pricing Window (25:10) - Books Close Overview (26:13) - Books Close Workflow Details (28:53) - Templates and Firm Standards (31:42) - Co-Building With Accountants (34:31) - Client Insights Pricing (36:16) - Inside Client Insights Dashboard (38:38) - Benchmarks And Niche Trends (41:02) - Avoiding Dashboard Overload (43:38) - From Compliance To Advisory (45:22) - Real Anomaly Detection Story (47:23) - Reliability Nail The Foundations (49:56) - Staying Updated And Changelog Idea (51:35) - AI Features That Change Firms (54:14) - Lightning Round Favorites (57:00) - Myths About Intuit Listening (58:26) - Wrap Up And Whats Next LINKSIntuit Connect ON: Firm of the Futurehttps://www.firmofthefuture.com/Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Intuit Connect Conference, Oct 26-28: https://www.intuit.com/intuitconnect/Dan & Alicia's deep dive into Books Close and IAS: uqb.show/130 Margie & Alicia pontificate about “ProAdvisor” vs. “ProPartner”: uqb.show/150Alicia's upcoming classes:3rd Party App Exploration, Aug 12: http://royl.ws/3rdpartyIntuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suiteBattle of the Books - QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registrationAI in QBO: http://royl.ws/AIIntuit Accountant Suite in Sept: http://royl.ws/IASWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Recording credit card transactions in either QuickBooks Desktop or QuickBooks Online is pretty easy to do as long as you have the correct procedures in place to do it accurately.  Over the years, I have seen many different ways businesses have recorded their transactions and how quickly their financial reports can reflect inaccurate data.  Most times when I walk them through the correct way to record these transactions, they are amazed at how simple and accurate it can be.  In today's episode, I am going to walk you through one of the best processes for recording your credit card transactions and making payments in your QuickBooks file, all the way through saving your receipts and reconciling your credit card statement to ensure you have all your transactions accounted for.  I am also going to mention a few of the ways that I have seen businesses record their transactions so that you can see if you would benefit from this new process in your business.  Listen in today if you are tired of struggling to record your credit card transactions and you are looking for a solution to make it simple and accurate.  This episode is perfect for you if you are if you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant and you are either looking into or already using QuickBooks Desktop or QuickBooks Online…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The second quarter of 2026 has delivered another wave of innovation across the accounting technology landscape. In this episode, Heather Smith is joined by Tyler Caskey from The Bean Counters to unpack the recent product releases, AI developments, payroll changes, reporting enhancements, and practice management updates shaping the profession. Alongside practical commentary on the latest features from leading accounting platforms, they discuss cybersecurity lessons, the impact of industry layoffs, emerging AI-first accounting systems, and several standout apps that deserve attention. Whether you're an accountant, bookkeeper, advisor, or business owner, this episode offers practical insights to help you stay informed and identify technology worth exploring.   Key discussion points Heather and Tyler discuss major updates from QuickBooks, MYOB, Xero and Easy Business App, including AI-powered reconciliation, open banking developments, Employment Hero integration, and evolving automation features. They explore emerging accounting platforms including Digits and Prosaic, examining how AI-native general ledgers could reshape the future of bookkeeping and financial management. The conversation covers important payroll and compliance developments, including Beam, Employment Hero, Tanda, and practical considerations for Australian businesses adapting to the new requirements. A wide range of specialist apps are highlighted, including RecHound, XBert, Calxa, HoneyBook, TaxDome, MinuteDock, DataSights, Archer Cards, Hello Cashflow, Kloud Connect, WorkGuru, EzyCollect and many more, with practical commentary on where each solution fits. Heather also shares her recent experience recovering a compromised Google account, reinforcing the importance of cybersecurity, strong authentication, backup recovery methods, and maintaining trusted professional networks.   The accounting technology ecosystem continues to evolve at an incredible pace, with AI, automation, compliance, and integration driving much of the innovation. While not every new feature will suit every business, understanding what's available helps accountants and bookkeepers make better technology decisions for themselves and their clients. This episode provides a practical snapshot of where the industry is heading and highlights the solutions that are genuinely worth keeping on your radar.   This episode is also syndicated to Accountants Daily Under the Hood podcast.   Read here how I work with some solutions mentioned  https://endorsementdisclosure.com/     Apps & Tools Mentioned: Apps & Tools Mentioned: Dext – https://dext.com/ Google Workspace (Gmail) – https://workspace.google.com LinkedIn – https://www.linkedin.com GoCardless – https://gocardless.com Reddit – https://www.reddit.com QuickBooks – https://quickbooks.intuit.com Employment Hero – https://employmenthero.com MYOB – https://www.myob.com MYOB Solo – https://www.myob.com/au/products/solo Airwallex – https://www.airwallex.com NAB Connect – https://www.nab.com.au/business/internet-banking/nab-connect CommBiz – https://www.commbank.com.au/business/online-banking/commbiz.html ING – https://www.ing.com.au Xero – https://www.xero.com Claude – https://claude.ai Anthropic – https://www.anthropic.com Easy Business App – https://easybusinessapp.com.au Digits – https://digits.com Ignition – https://www.ignitionapp.com Karbon – https://Karbonhq.com Reach Reporting – https://reachreporting.com Prosaic – https://www.prosaic.works/ Zoho – https://www.zoho.com RecHound – https://rechound.com Easy Month-End – https://easymonthend.com HoneyBook – https://www.honeybook.com TaxDome – https://taxdome.com XBert – https://www.xbert.io/ Calxa – https://www.calxa.com Beam – https://www.beamconnect.com.au Hero Force – https://employmenthero.com Tanda – https://www.tanda.co MinuteDock – https://minutedock.com Google Authenticator – https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en&pli=1 Microsoft Authenticator – https://www.microsoft.com/security/mobile-authenticator-app Xero Verify – https://www.xero.com/security/two-step-authentication Archa Cards – https://www.archa.com.au/ Wise – https://wise.com Weel – https://www.weel.com.au DataSights – https://datasights.co Microsoft Azure – https://azure.microsoft.com Power BI – https://powerbi.microsoft.com Lovable – https://lovable.dev Cadence – https://cadenceapp.com.au Hello Cashflow – https://www.hellocashflow.com/ Float – https://float.app Kloud Connect – https://www.kloudconnect.com.au/ FYI – https://fyidocs.com SharePoint – https://www.microsoft.com/microsoft-365/sharepoint com.au – https://pay.com.au EzyCollect – https://ezycollect.com.au Apple Pay – https://www.apple.com/apple-pay Google Pay – https://pay.google.com WorkGuru – https://www.workguru.io Dashboard Insights – https://dashboardinsights.com.au Wagepoint – https://wagepoint.com Sage – https://www.sage.com   Episode resources and links:   Tyler Caskey : https://www.linkedin.com/in/tylercaskey/ The Bean Counters : https://www.thebeancounters.com.au/   If this episode helped you, the best way to support the show is to leave a review somewhere as it helps more people find us. And if you want to continue the conversation, come find me Heather Smith | Accountant and Storyteller on:   LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

42% OFF - Get your Digital Man Up book + Audiobook + 2 Exclusive MASTERCLASSES https://bit.ly/manuptribeTruLean Supplements | https://bit.ly/trulean-bedrosGet 50% Off Trulean Subscribe & Save BundleUse Code: BEDROSThe 3 Reasons Why Most Entrepreneurs FAIL | EP. 0200Listen, if you're a founder or CEO still stuck editing videos, running payroll, and doing QuickBooks like the highest-paid employee in your own company, you're burning out and leaving money on the table. In this episode, I break down the only three things you should be doing — Leads, Sales, and Delegation — so you can stop the busywork, scale faster, and actually enjoy being an entrepreneur. Average is the enemy. Let's get after it.#BedrosKeuilian #LeadGeneration #SalesSystem #AndyFrisella #DavidGoggins #JockoWillink #TonyRobbins #AlexHormozi #GaryVee #LifeAdvice #SelfDiscipline #Motivation #MotivationSpeech #FinancialFreedom #LifestyleDesign #MentalToughness #PersonalDevelopment #Entrepreneurship #SuccessMotivation #EntrepreneurBurnout #SalesProcess #BusinessCoaching #CEOMindset #RevenueGrowth #HighIntentLeads #BusinessScaling #BusinessSuccess #CEO #Leadership

In this episode of Command Control Power, the hosts discuss early experiences with the macOS 27 "Golden Gate" beta, noting it feels snappy and stable but breaks QuickBooks, leading one host to keep QuickBooks on a headless Mac mini running macOS 26. They cover upcoming Apple Intelligence features, including AI-assisted file renaming, Safari profiles and AI-suggested tab grouping, page-change notifications, and Apple Passwords' potential to automate password changes (which appears incomplete in testing). The conversation compares Apple Passwords with 1Password, explains passkeys with client-friendly metaphors and technical points, and notes issues caused by multiple password tools. They also review AirPods Pro 3 fit and changes, discuss hearing-aid functionality on AirPods Pro 2/3, and share troubleshooting tips for Splashtop permissions and an Apple Mail send bug tied to "check spelling before sending."   00:00 Show Kickoff 00:08 macOS Golden Gate Beta 01:47 Safari Tab Groups 06:18 Apple Intelligence Highlights 08:39 Passwords Auto Change 17:48 Passkeys Explained 24:01 Passkey Pitfalls 26:33 AirPods Pro 3 First Impressions 26:47 Better Fit Out of Box 27:07 Why Upgrade AirPods 28:08 Lost AirPod Find My 30:10 Sound Signature Debate 31:25 AirPods at Loud Venues 33:03 Hearing Aid Potential 37:00 Remote Setup iPhone Mirroring 42:08 Splashtop Permissions Trick 44:42 Fuzzy Mic Trend Rant 46:50 Apple Mail Send Bug Fix 49:17 Next Episode Teasers Wrap

Richelyn Toth is Co-Founder & COO of Worldwide Shipping & Logistics and StarSpree-AI. Worldwide Shipping & Logistics (WSL) and StarSpree-AI together form a unified, AI-powered logistics and trade infrastructure. WSL is a non-asset-based smart shipping platform — 100% operational in the United States — that orchestrates 300+ carriers through one intelligent system without owning trucks or warehouses. StarSpree-AI is the AI-native marketplace built to run on that infrastructure, opening a direct commerce corridor between Filipino MSMEs and buyers at home and abroad. StarSpree-AI drives the commerce; WSL moves the goods. This is The Bridge — from Filipino seller to local and global buyer, on one platform. This episode is recorded live at Yspaces in BGC, Taguig.In this episode:00:00 Introduction01:35 Ano ang Worldwide Shipping & Logistics and StarSpree-AI?13:27 What is the startup solving? 31:32 What are stories behind the startup? 01:01:24 How can listeners find more information?WORLDWIDE SHIPPING LOGISTICSWebsite: https://worldwideshippingandlogistics.comFacebook: https://facebook.com/profile.php?id=61566800318703LinkedIn: https://linkedin.com/company/worldwideshippingandlogisticsSTARSPREE-AIWebsite: https://starspree-ai.comLinkedIn: https://www.linkedin.com/company/112594093THIS EPISODE IS CO-PRODUCED BY:Symph: ⁠⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠⁠Twala: ⁠⁠⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠⁠⁠GigGenius: ⁠⁠⁠⁠⁠⁠https://gig-genius.io⁠⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠⁠⁠⁠⁠⁠https://pahatid.ph⁠⁠⁠⁠⁠⁠Digital Workforce Group: ⁠⁠⁠⁠⁠⁠https://digitalworkforce.com⁠⁠⁠⁠⁠⁠Nascent Batteries: ⁠⁠⁠⁠⁠⁠https://nascentbatteries.com⁠⁠⁠⁠⁠⁠Level Up Talent Solutions: ⁠⁠⁠⁠⁠⁠https://lvluptalentsolutions.com⁠⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠⁠⁠⁠https://arkotechspacesolutions.com⁠⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠⁠https://startupnetwork.ph⁠⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠⁠https://tasharivera.com

Send us Fan MailIf you've ever stared at a lease wondering whether you need a lease addendum vs new lease entirely, this episode is for you. Kevin and I get asked this question often, and honestly, guessing wrong can leave your paperwork not holding up when you need it most.I'm walking you through the exact test we use to decide whether a quick addendum will do, or whether it's time to start completely over with a new lease. And once you hear what our contractor found in a supposedly empty closet during a routine inspection, you'll understand exactly why this distinction matters so much.We also get into a couple of our own near misses, including the time strangers tried to rent one of our units with zero intention of ever actually living there. Plus, I'm sharing exactly where Kevin and I get our own leases and addendums from, along with an honest, unsponsored rundown of the landlord software platforms people ask us about most.Hit play, because by the end of this episode, you'll never have to guess which document you need again.What You'll Learn in This Episode•  The simple test we use to decide between an addendum and a brand new lease•  Why one routine inspection turned into a lease decision we did not see coming•  The near miss that almost turned one of our own units into a full time Airbnb•  Where we personally get our leases and addendums from, and what it actually costs• An honest, unsponsored breakdown of the landlord software platforms people ask about mostEpisodes & Resources MentionedEpisode 32-34: Our Lease and Addendums Masterclass (starts at EP32) — Episode 115: Our New Utility Fee Breakdown Episode 129: Should You Allow Smoking in Your RentalEpisode 130: Guest Policies — What They Are, Why They Matter, and How to Actually Enforce ThemEpisode 22: The Pros and Cons of Renting to Pet Owners Episode 61: Fair Housing and Emotional Support Animals (ESAs) Episode 108: Navigating Reasonable Accommodation Requests Innago: Completely FREE landlord management softwareTurboTenant: Great landlord management software for newer landlordsRentRedi: Management Software that syncs with QuickBooks's Online DoorLoop: The best landlord management software for larger portfoliosEZLandlordForms State specific leases and addendums, over 400 forms available!California Apartment Association Where we get our landlord forms Connect with Us: 

Al-Jubair Kamid is Founder of AK Global Connect BPO.AK Global Connect BPO is the first BPO in Cotabato City, Maguindanao del Norte. They offer specialized services such as virtual assistance and ESL online teaching for international clients. Dedicated to empowering the Bangsamoro region, they also provide digital skills training programs in partnership with local government offices. AK Global Connect is a BPO with purpose - helping businesses cut costs by up to 50% while creating meaningful jobs in rural communities across the BARMM Region.This episode is recorded live at Yspaces in BGC, Taguig.In this episode:00:00 Introduction01:19 Ano ang AK Global Connect BPO?07:36 What is the startup solving? 34:49 What are stories behind the startup? 56:05 How can listeners find more information?AK GLOBAL CONNECT BPOWebsite: https://akglobalconnect.comFacebook: https://facebook.com/akbposTHIS EPISODE IS CO-PRODUCED BY:Symph: ⁠⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠⁠Twala: ⁠⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠⁠GigGenius: ⁠⁠⁠⁠⁠https://gig-genius.io⁠⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠⁠⁠⁠⁠https://pahatid.ph⁠⁠⁠⁠⁠Digital Workforce Group: ⁠⁠⁠⁠⁠https://digitalworkforce.com⁠⁠⁠⁠⁠Nascent Batteries: ⁠⁠⁠⁠⁠https://nascentbatteries.com⁠⁠⁠⁠⁠Level Up Talent Solutions: ⁠⁠⁠⁠⁠https://lvluptalentsolutions.com⁠⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠⁠⁠https://arkotechspacesolutions.com⁠⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠⁠Website: ⁠⁠⁠⁠⁠https://startupnetwork.ph⁠⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠⁠https://tasharivera.com

Join us for “Catch of the Day: Fishbowl -  QuickBooks' Inventory Boost” and discover how to reel in better inventory management. We'll show you how Fishbowl fills the gaps in QuickBooks, making tracking, ordering, and reporting a breeze. Learn practical tips to streamline your workflow, reduce errors, and keep your business swimming smoothly—all without getting tangled in the details.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharring Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Connect with Sharrin's Clone and Conquer Hub: https://snip.ly/SharrinQBPH Get QuickAnswer with Dan's School of Bookkeeping Community: https://snip.ly/QuickAnswers Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 

Alicia and Matthew break down Intuit's July "In the Know" session, covering 175 behind-the-scenes fixes to bank matching, reports, and load times, plus a first look at the new unified inbox coming to QuickBooks Online this August. They also dig into the new Intuit Experts toggle that determines whether Intuit can market services directly to your clients, and share why Accelerate pricing has been delayed until January 2027.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Introductions (01:12) - Why Now You Know (02:58) - Community News Roundup (05:11) - Intuit Connect Details (05:41) - Product Improvements Poll (06:54) - Speed Issues and Router Tips (08:17) - Meaningful Improvements Wish List (10:34) - Bank Feed Matching Updates (13:54) - Dashboard and Shortcuts (16:18) - Reports and Sign In Changes (18:11) - AI Plus HI Services (19:39) - Accountants as Customers (22:35) - Intuit Experts Guardrails (27:47) - Auto On Billing Concerns (28:49) - Bank Feeds Expert Review (30:34) - Pricing Data Access Questions (32:34) - Accountant Suite Adoption Poll (34:13) - Multi Tab Workflow Upgrade (35:48) - Unified Inbox Portal (41:37) - Accelerate Firm Insights (45:35) - Accelerate Pricing Books Close (46:58) - Resources Training Wrap Up LINKSHandout: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/q770TWgiQuKYqpYOwn4j_July2026_ProAdvisor_InTheKnow_Handout.pdfSign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/ Useful IAS resources:https://digitalasset.intuit.com/render/content/dam/intuit/accountant-channel/en_us/ias/from-qboa-to-ias-customer-leave-behind.pdfhttps://quickbooks.intuit.com/accountants/intuit-accountant-suite/https://www.firmofthefuture.com/product-update/checklist-switching-to-intuit-accountant-suite/August 4 through October 22: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

One of the questions I receive from my clients is how to transfer funds in QuickBooks Desktop, and QuickBooks Online.  Both have an extremely simple way to do this, but if you are unsure about how to do it, or you do it incorrectly, you could be causing your balance sheet and your income statement to reflect the wrong information.  Recording all your transactions is important to make sure your bank reconciliation goes smoothly.  Making sure each of these transactions is classified to the correct account will not only ensure your transactions are showing up in the correct accounts, but it will also make sure that your balance sheet and your income statement are accurate.  You don't want to overstate your income by recording a transaction that should have been a simple transfer from one account to another.  Today I am going to talk about how easily you can transfer your funds with one simple entry.  Listen in to this week's episode if you are getting ready to start your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant, and you are either looking into or already using QuickBooks Desktop or QuickBooks Online to make sure you are using this simple and effective way to easily transfer funds between accounts… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Edna Carillo is Founder of Global Growth Guide. Global Growth Guide is an online learning platform that empowers entrepreneurs, startups, and small to medium-sized businesses with practical, real-world business education. Through expert-led courses, tools, and resources, it helps founders develop the skills needed to launch, grow, and scale successful businesses in today's fast-changing global economy. This episode is recorded live at Yspaces in BGC, Taguig. Yspaces is our official Co-working and Event Space Partner.In this episode:00:00 Introduction01:15 Ano ang Global Growth Guide?04:19 What inspired you to start Global Growth Guide? 15:59 What problems are you trying to solve? 21:47 Why do you believe entrepreneurs should think globally?33:09 Why should businesses consider having an Amazon store or a U.S. company?45:33 What is the biggest myth people believe about going global?49:36 What is dropshipping?53:33 What is the biggest mistake you've seen entrepreneurs make?57:13 What do you hope listeners take away from this conversation?57:50 How can listeners find more information?GLOBAL GROWTH GUIDEWebsite: https://globalgrowthguide.comFacebook: https://facebook.com/profile.php?id=61580391994789THIS EPISODE IS CO-PRODUCED BY:Symph: ⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠OneCFO: ⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠Twala: ⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠GigGenius: ⁠⁠⁠⁠https://gig-genius.io⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠⁠⁠⁠https://pahatid.ph⁠⁠⁠⁠Digital Workforce Group: ⁠⁠⁠⁠https://digitalworkforce.com⁠⁠⁠⁠Nascent Batteries: ⁠⁠⁠⁠https://nascentbatteries.com⁠⁠⁠⁠Level Up Talent Solutions: ⁠⁠⁠⁠https://lvluptalentsolutions.com⁠⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠⁠CloudCFO: ⁠⁠⁠⁠https://cloudcfo.ph⁠⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠⁠https://arkotechspacesolutions.com⁠⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠⁠https://dvcode.tech⁠⁠⁠⁠Argum AI: ⁠⁠⁠⁠http://argum.ai⁠⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠⁠Founders Launchpad: ⁠⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠⁠Hier Business Solutions: ⁠⁠⁠⁠https://hierpayroll.com⁠⁠⁠⁠Smile Checks: ⁠⁠⁠⁠https://getsmilechecks.com⁠⁠⁠⁠Wunderbrand: ⁠⁠⁠⁠https://wunderbrand.com⁠⁠⁠⁠Uplift Code Camp: ⁠⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠Facebook: ⁠⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠⁠Patreon: ⁠⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠⁠PIXEL: ⁠⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠⁠Website: ⁠⁠⁠⁠https://startupnetwork.ph⁠⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠⁠https://tasharivera.com

A messy shoebox of receipts and a commingling bank account isn't a paperwork problem — it's a business flying blind. Real-world food truck training in about 10 minutes. Profit, pricing, food cost, speed of service, marketing, events, and smart systems—no hype, just what works.Enjoyed this episode? Please do two things for me. First hit "Follow" on Spotify so you never miss a new one.Second go to https://www.nsfva.org/join and become a member today!

317: How to Align Your Bookkeeping with Your Design Business Finances Back with me on the podcast today is Erin McGhee, a financial strategist and accountant who has dedicated her career to building bookkeeping and CFO-level services specifically for the interior design industry. In today's conversation, we're looking beyond the financial reports and focusing on the inputs that drive your numbers long before they ever reach QuickBooks or your accounting software. Erin shares how the decisions, processes, and systems throughout your business directly impact profitability—and where hidden profit leaks are most likely to occur. Our hope is that this episode inspires you to take a closer look at one area of your business, uncover opportunities for improvement, and strengthen the financial health of your company. Topics Mentioned: Backend business operations Alignment of financial workflows Financial system of record Key Thoughts:  Organizing the backend of the business with the design process allows work to flow smoothly. Business processes are changing due to technology and our internal process needs to change as well to support. Be clear on where the detail for your financials lives. Keeping your project management system and financial systems aligned is critical for success. Be clear on when your company recognizes revenue. Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Website: scarletthreadconsulting.com LinkedIn: Michele-Williams Contact Erin: Email: erin@mcgheefinancials.com Website: https://www.mcgheefinancials.com Instagram: https://www.instagram.com/mcgheefinancials     References and Resources: Work with Me The Designers' Inner Circle - Become a Member Today    CFO2Go Metrique Solutions

In this episode of the Grow A Small Business Podcast host Troy Trewin interviews Adiel Gorel, Founder of International Capital Group, shares how he went from being a Hewlett-Packard engineer to building a 42-year real estate investment business that has helped investors purchase more than 10,000 homes. He explains why long-term thinking, fixed-rate mortgages, and staying calm during market downturns create lasting wealth. Adiel also discusses scaling a business, leading through economic cycles, building the right mindset, and avoiding panic when recessions hit. His journey offers practical lessons on entrepreneurship, resilience, and financial freedom through disciplined investing. Check out Adiel Gorel's book, Remote Control Retirement Riches: How to Change Your Future with Rental Homes. In this practical guide, he shares the proven strategies that have helped investors build long-term wealth through rental properties. Whether you're a first-time investor or looking to grow your portfolio, the book offers actionable insights on creating financial freedom through smart real estate investing. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here.   Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice.   And a snapshot of the final five Grow A Small Business Questions:  What do you think is the hardest thing in growing a small business? Adiel Gorel shares that the hardest part of growing a small business is living with uncertainty and accepting that the responsibility ultimately rests on the owner. Unlike a traditional job, there is no guaranteed paycheck, and every decision affects both the business and the employees who rely on it. He emphasizes that entrepreneurs must stay resilient, take ownership, and remain prepared for both opportunities and setbacks. What's your favorite business book that has helped you the most? Adiel Gorel shares that one of the business books he highly recommends is his own, Remote Control Retirement Riches, which reflects decades of real estate investing experience. He also praises Rich Dad Poor Dad by Robert Kiyosaki for its powerful lessons on wealth creation and financial mindset, noting that its principles have inspired countless aspiring investors and entrepreneurs. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Adiel Gorel shares that while he doesn't regularly follow business podcasts, he spends much of his learning time exploring health and wellness content. He believes maintaining good health gives entrepreneurs the energy, focus, and mental clarity needed to build and grow a successful business over the long term. What tool or resource would you recommend to grow a small business? Adiel Gorel shares that every business needs a balance between simplicity and effective systems. He recommends using reliable accounting software like QuickBooks to stay organized, manage finances efficiently, and gain a clear understanding of the business's financial health as it grows. What advice would you give yourself on day one of starting out in business? Adiel Gorel shares that he would remind his younger self that business moves in cycles, with both booms and downturns. He advises entrepreneurs not to become overconfident during good times or panic during recessions, emphasizing that patience, preparation, and staying the course are often the keys to long-term success.  Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.   Quotable quotes from our special Grow A Small Business podcast guest: You are not a cog in the machine you are the machine - Adiel Gorel Success comes from staying focused while time and patience do the heavy lifting - Adiel Gorel The biggest mistakes in business happen when fear replaces long term thinking - Adiel Gorel      

David Richter of Simple CFO has talked with thousands of entrepreneurs about their finances, and he keeps running into seven-figure real estate businesses operating with no QuickBooks file, no spreadsheet, and no numbers at all. In this solo episode he lays out what real-time financial reporting actually looks like and why stale numbers wreck your decisions.If your books close 30 or 60 days late, you're steering your business by gut feeling instead of data. This episode covers how fast your reporting should really be, the red flags that tell you your bookkeeper doesn't know real estate, and the specific things every investor should be checking on the balance sheet, P&L, and cash flow statement.Timeline Summary[0:26] – The core premise: if your reporting is 30 days old, your decisions are 30 days wrong[0:53] – A real client story of numbers arriving 60 days late and being wrong when they did[1:31] – Seven-figure businesses running with no QuickBooks, no spreadsheet, not even numbers on a napkin[2:12] – What good reporting actually is: it helps you make a decision[3:04] – Why entrepreneurs lose sleep at night, and it's not because they're losing money[3:48] – The realistic reporting timeline: weekly or bi-weekly, monthly at the absolute latest[4:08] – Internal bookkeepers should deliver in 1 to 5 days, third parties in 5 to 15, never over 30[4:32] – Red flag number one: your bookkeeper doesn't understand the real estate industry[5:17] – Red flag number two: as the owner, you don't know what to look for[5:36] – Balance sheet basics: negative asset or liability accounts are always a warning sign[6:22] – Why an in-progress fix and flip on your P&L instead of the balance sheet is a red flag[7:00] – Red flag number three: not tracking your actual cash movement[7:22] – Breaking down the cash flow statement and its three activity categories[7:42] – The gap between a $50,000 P&L profit and a $5,000 bank balance[8:42] – Gut feeling can get you to seven figures in revenue but won't let you keep it[9:39] – Why Profit First works as a simplified cash flow statement that names every dollar5 Key TakeawaysStale Numbers Equal Wrong Decisions — If your reporting runs 30 or more days behind, you're making decisions on outdated information. Aim for weekly or bi-weekly reporting, with monthly as your absolute ceiling.Hire A Bookkeeper Who Knows Real Estate — A warm body with general bookkeeping experience won't code your deals or exit strategies correctly. If your bookkeeper is guessing where things go, they're the wrong person.Learn The Balance Sheet Red Flags — Negative asset or liability accounts are never normal. An active fix and flip belongs on the balance sheet until it sells, not on your profit and loss.Track Cash Movement, Not Just Profit — A P&L showing $50,000 in profit means nothing if your bank account holds $5,000. The cash flow statement tells you where the money actually went.Gut Feeling Has A Ceiling — Instinct can get you to seven figures in revenue, but it won't let you keep it. Without real numbers you may hold 10% or less, or go negative.Links & ResourcesSimple CFO — https://simplecfo.com Profit First for Real Estate Investors — https://profitfirstrei.com Enjoyed This Episode?If David's rundown of balance sheet red flags made you want to pull up your own books right now, that's the point. Share this episode with an investor who's still running on gut feeling, and if it gave you a new perspective on your numbers, follow the show and leave a rating and review so more real estate investors can stop guessing and start deciding.

Angeline Ceniza is Founder at Mikiloco Instant Noodles Processing. Kenneth Ceniza is Co-Owner at Mikiloco Instant Noodles Processing. Mikiloco Instant Noodles Processing is a food processing startup engaged in the production of locally made instant “miki” noodles inspired by Ilocano cuisine. The enterprise develops flavored instant noodle products such as chicken, shrimp, and beef variants and focuses on bringing convenient, locally sourced noodle products to the market. This episode is recorded at Mariano Marcos State University - Technology Business Incubator in Batac, Ilocos Norte.In this episode:00:00 Introduction01:12 Ano ang Mikiloco Instant Noodle Processing?04:53 What is the startup solving? 17:55 What are stories behind the startup? 49:01 How can listeners find more information?MIKILOCO INSTANT NOODLE PROCESSINGFacebook: https://facebook.com/p/Mikiloco-Instant-Noodle-Processing-100088493647140MMSU TBIFacebook: https://facebook.com/bannuartbiTHIS EPISODE IS CO-PRODUCED BY:Symph: ⁠⁠⁠https://symph.co⁠⁠⁠OneCFO: ⁠⁠⁠https://onecfoph.co⁠⁠⁠Yspaces: ⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠Kredit Hero: ⁠⁠⁠https://kredithero.com⁠⁠⁠Twala: ⁠⁠⁠https://www.twala.io⁠⁠⁠GigGenius: ⁠⁠⁠https://gig-genius.io⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠https://skooltek.co⁠⁠⁠Red Circle Global: ⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠https://asklexph.com⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠⁠⁠https://pahatid.ph⁠⁠⁠Digital Workforce Group: ⁠⁠⁠https://digitalworkforce.com⁠⁠⁠Nascent Batteries: ⁠⁠⁠https://nascentbatteries.com⁠⁠⁠Level Up Talent Solutions: ⁠⁠⁠https://lvluptalentsolutions.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠https://arkotechspacesolutions.com⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠Argum AI: ⁠⁠⁠http://argum.ai⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠Apple Podcasts⁠⁠⁠Facebook: ⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠Patreon: ⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠PIXEL: ⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠Website: ⁠⁠⁠https://startupnetwork.ph⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠https://tasharivera.com

Alicia sits down with longtime friend and Intuit Trainer/Writer Network co-founder Alison Ball to trace her path from Intuit through Liscio and BookKeep to running her own consulting practice as a trusted sounding board for tech companies and practitioners alike. Alison breaks down why so many accounting tech products stumble (hint: they skip the accountants), shares Blake Oliver's now-famous advice to fix your bottleneck before pointing AI at anything else, and makes the case for why the UK's tax system might be a preview of where the US is headed. Grandkids, gardens, and gamillion-dollar vines make an appearance too.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Podcast Welcome Guest Intro (00:45) - Off Brand QBO Shirt Story (01:36) - How We Met At Connect (04:24) - TWN Origins And Auditions (07:05) - TWN Disbanding Impact (09:03) - Layoffs And Career Shifts (12:43) - Product Design Mistakes (15:25) - AI Bottlenecks And Decisions (17:39) - Community Collaboration Shift (22:13) - Canada Vs US Accounting (24:29) - Canadian Community Leaders (25:21) - Inclusive Culture And Travel Plans (26:16) - Training Tour Across Canada (27:03) - Advice For Industry Change (28:48) - Getting On The AI Train (31:16) - Tech That Fades Into Background (32:21) - AI Apps And Workflow Value (35:25) - Making Tax Digital Future (40:05) - Life Updates And Where To Connect (43:36) - QuickBooks Hands On Training Pitch (45:24) - Final Thanks And Wrap Up LINKSReach out to Alison at https://www.linkedin.com/in/alisonball/Listen to our episode about Intuit layoffs: uqb.show/146July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Most shops chase the big order. Andrew Henry built Henry Holsters by doing the opposite, and it's hard to argue with the results. I sat down with Andrew for what turns into a masterclass on running lean without ever saying the word lean. He walks through how a holster company in Spencer, Indiana turned tight inventory, fast changeovers, and short cash cycles into a flywheel that keeps spinning, no long-term contracts required. You'll hear why batches of 10 beat batches of 400, how a 90 second changeover changes everything about what you're willing to make, and why owning the inventory removes any incentive to stuff a customer's shelf. Andrew also gets honest about the parts of the business he's not great at, admits he loses IQ points the second he opens QuickBooks, and explains why brutal efficiency has covered for a lack of financial sophistication. The back half is a clear-eyed look at buying a palletized five axis Matsuura with almost no work lined up for it, what that decision cost in time and stress, and why he'd tell most shops his size not to do it without the cashflow to survive the learning curve. If you own a shop and you're weighing growth against risk, this one's worth your full hour. What's Covered in this Episode (0:00) I introduce the episode and my guest, Andrew Henry of Henry Holsters (3:23) Learn more about Henry Holsters and the team Andrew's built (6:00) How 3PL fulfillment, just-in-time inventory, and removing middlemen unlocked seven figures (8:35) SMW Autoblock: RASRAM and the seven habits of highly effective workholding (9:18) Fulfillment for holster brands versus retail-ready machined parts (10:41) Breaking into OEM work through freelance mold design (12:49) Why owning the inventory kills oversized minimums (15:55) How Andrew architected a streamlined system even new hires can master (20:17) Hire MFG Leaders: recruiting built by shop owners (20:47) Applying lean to contract machining: forecasting demand and sourcing Swiss turned components (22:23) Bundling blanket POs across clients and leveling demand, with transparency that saves customers money (25:16) A collapsed value stream versus offshore, and managing outside-processing lead times (27:25) Your vendors are part of your value stream (visiting vendors changes everything) (32:28) Andrew's path from violin maker to shop owner (34:05) Shifting from programming to lean, training, and supply chain (35:13) Getting honest about the numbers and the money left on the table (37:10) Why they've embraced low spindle utilization on purpose (38:58) The 2027 plan to fill metal OEM capacity and joining the AeroGrowth network (40:02) Winning a space client's non-certified parts by offering a faster, cheaper lane (46:27) An adolescent business that could split into two entities, and how you'd decide when to divide (48:08) Hennig Workflow Automation: more spindle uptime without more headcount (49:00) How Andrew landed on the palletized Matsuura and the real value of five axis (58:44) Counting the cost: why consistent cashflow made survival possible, plus advice before you buy Resources Mentioned SMW Autoblock Hire MFG Leaders Hennig Workflow IMTS Lean Built: Manufacturing Freedom podcast Brother Machine Tools Matsuura DN Solutions AeroGrowth network Connect with Andrew Henry Henry Holsters Henry OEM Instagram LinkedIn

Lawrence Eclarin is Project Leader at Ilocandia Unli Weave Patterns.Ilocandia Unliweave Pattern is a creative enterprise that develops innovative weaving patterns inspired by traditional Ilocano textile designs. The initiative aims to modernize indigenous weaving by creating contemporary patterns that can be adopted by local weavers, textile producers, and fashion designers. Through innovation in pattern development, the enterprise supports cultural preservation and the commercialization of local weaving industries.This episode is recorded at Mariano Marcos State University - Technology Business Incubator in Batac, Ilocos Norte.In this episode:00:00 Introduction01:55 Ano ang Ilocandia Unli Weave Patterns?22:42 What is the startup solving? 32:40 What are stories behind the startup? 51:59 How can listeners find more information?ILOCANDIA UNLI WEAVE PATTERNSFacebook: https://facebook.com/p/Ilocandia-Unli-Weave-Patterns-61552000103646MMSU TBIFacebook: https://facebook.com/bannuartbiTHIS EPISODE IS CO-PRODUCED BY:Symph: ⁠⁠https://symph.co⁠⁠OneCFO: ⁠⁠https://onecfoph.co⁠⁠Yspaces: ⁠⁠https://knowyourspaceph.com⁠⁠Kredit Hero: ⁠⁠https://kredithero.com⁠⁠Twala: ⁠⁠https://www.twala.io⁠⁠GigGenius: ⁠⁠https://gig-genius.io⁠⁠SkoolTek by Edfolio: ⁠⁠https://skooltek.co⁠⁠Red Circle Global: ⁠⁠https://www.redcircleglobal.com⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠https://asklexph.com⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠⁠https://pahatid.ph⁠⁠Digital Workforce Group: ⁠⁠https://digitalworkforce.com⁠⁠Nascent Batteries: ⁠⁠https://nascentbatteries.com⁠⁠Level Up Talent Solutions: ⁠⁠https://lvluptalentsolutions.com⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠https://agiledatasolutions.tech⁠⁠CloudCFO: ⁠⁠https://cloudcfo.ph⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠https://arkotechspacesolutions.com⁠⁠DVCode Technologies Inc: ⁠⁠https://dvcode.tech⁠⁠Argum AI: ⁠⁠http://argum.ai⁠⁠PIXEL by Eplayment: ⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠https://schoolofprofits.academy⁠⁠Founders Launchpad: ⁠⁠https://founderslaunchpad.vc⁠⁠Hier Business Solutions: ⁠⁠https://hierpayroll.com⁠⁠Smile Checks: ⁠⁠https://getsmilechecks.com⁠⁠Wunderbrand: ⁠⁠https://wunderbrand.com⁠⁠Uplift Code Camp: ⁠⁠https://upliftcodecamp.com⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠⁠Spotify⁠⁠ | ⁠⁠Apple Podcasts⁠⁠Facebook: ⁠⁠https://facebook.com/startuppodcastph⁠⁠Patreon: ⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠PIXEL: ⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠Website: ⁠⁠https://startupnetwork.ph⁠⁠This episode is edited by the team at: ⁠⁠https://tasharivera.com

What if the biggest thing holding your business back isn't your revenue...but your relationship with your numbers?In this episode, tax strategist Ryan Otto breaks down how small business owners can move from financial confusion to true clarity. With over two decades of experience, Ryan shares practical, no-fluff strategies to help you think beyond basic bookkeeping and start operating like a tax strategist.We dive into the common blind spots entrepreneurs face, from neglecting profit and loss statements to reactive tax planning, and how these habits quietly limit growth. Ryan also introduces his concept of “tax smithing,” a more intentional, forward-thinking approach to managing your financial life and building long-term wealth. Whether you're just starting out or feeling overwhelmed by your finances, this conversation offers actionable steps to simplify your systems, reduce stress, and make smarter decisions for your business. From setting up an LLC to leveraging tools like QuickBooks and knowing when to outsource, you'll walk away with a clearer path forward. If you're ready to stop guessing and start growing with confidence, this episode is your starting point.Learn more: https://accentfinance.net/Shop Binxties: instagram.com/binxties

Send us Fan MailMost landlords think about taxes in February. By then, the year is already over — and so are most of the opportunities to do anything about it.In this Shorty episode, we break down why summer is actually the smartest time to get your rental finances in order. You still have months left in the tax year, which means if you find a problem now, you still have time to fix it.We cover three things every self-managing landlord should be doing right now: getting your expense tracking current, understanding where you actually stand financially at the midpoint of the year, and building clean records before your end-of-year CPA conversation. We also share a personal story about missing a significant deduction — and why that mistake was too costly to fix after the fact.Plus, a quick look at how the right accounting system (QuickBooks, or a property management platform with built-in accounting) can make all of this happen in the background automatically — and why your choice of tool matters more than most landlords realize.Episodes & Resources MentionedEpisode 12: Our Experience With a 1031 Exchange, Would We Do It Again?Episode 18: 7 Ways to Increase Profit for Your Rental Property Episode 28: The Cash Reserves Blueprint: Protecting & Expanding Your PortfolioEpisode 45: Basic Tax Strategies For Real Estate InvestorsEpisode 46: Advanced Tax Strategies for Your Real Estate PortfolioEpisode 55: Preventative Maintenance That Brings Peace of MindEpisode 79: Accounting Software Options for Real Estate InvestorsEpisode 99: 5 Oversights That Drain Your IncomeEpisode 111: Stop Guessing, Start BudgetingGood Read: Basic Tax Strategies  Good Read: Advanced Tax Strategies Book   QuickBooks (30% off first 6 months): TurboTenant Create a FREE account today!DoorLoop: Syncs Directly to QuickBooksRentRedi: Syncs Directly to QuickBooksInnago: Create a FREE account today!Connect with Us: 

Preview for Later Today: Gene Marks reports on the healthy state of American small businesses, citing data from QuickBooks and Clover showing increased revenues and job growth. He notes that positive economic news often struggles for media attention.

Nichole Viviani, Chief People, Culture and Change Officer at Global Payments, joined us on The Modern People Leader. We talked about why culture makes or breaks M&A, how Global Payments aligned 27,000 people through “goals before roles,” and why leaders need to over-communicate through uncertainty.----  Sponsor Links:

Bernadeth Adones is Farm Administrator of Adones Integrated Farm. Adones Integrated Farm is an integrated agricultural enterprise located in Barangay Payao, Batac City, Ilocos Norte. The farm practices diversified and sustainable farming systems, including crop cultivation, livestock production, and the conservation of indigenous food plants. It also serves as a demonstration and training site for farmers, students, and agro-entrepreneurs interested in sustainable agriculture practices. This episode is recorded at Mariano Marcos State University - Technology Business Incubator in Batac, Ilocos Norte.In this episode:00:00 Introduction01:23 Ano ang Adones Integrated Farm?19:00 What is the startup solving? 31:40 What are stories behind the startup? 52:31 How can listeners find more information?ADONES INTEGRATED FARMFacebook: https://facebook.com/adonesintegratedfarmMMSU TBIFacebook: https://facebook.com/bannuartbiTHIS EPISODE IS CO-PRODUCED BY:Symph: ⁠https://symph.co⁠OneCFO: ⁠https://onecfoph.co⁠Yspaces: ⁠https://knowyourspaceph.com⁠Kredit Hero: ⁠https://kredithero.com⁠Twala: ⁠https://www.twala.io⁠GigGenius: ⁠https://gig-genius.io⁠SkoolTek by Edfolio: ⁠https://skooltek.co⁠Red Circle Global: ⁠https://www.redcircleglobal.com⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠https://asklexph.com⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)Pahatid PH: ⁠https://pahatid.ph⁠Digital Workforce Group: ⁠https://digitalworkforce.com⁠Nascent Batteries: ⁠https://nascentbatteries.com⁠Level Up Talent Solutions: ⁠https://lvluptalentsolutions.com⁠Agile Data Solutions (Hustle PH): ⁠https://agiledatasolutions.tech⁠CloudCFO: ⁠https://cloudcfo.ph⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠https://arkotechspacesolutions.com⁠DVCode Technologies Inc: ⁠https://dvcode.tech⁠Argum AI: ⁠http://argum.ai⁠PIXEL by Eplayment: ⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠https://schoolofprofits.academy⁠Founders Launchpad: ⁠https://founderslaunchpad.vc⁠Hier Business Solutions: ⁠https://hierpayroll.com⁠Smile Checks: ⁠https://getsmilechecks.com⁠Wunderbrand: ⁠https://wunderbrand.com⁠Uplift Code Camp: ⁠https://upliftcodecamp.com⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠https://youtube.com/startuppodcastph⁠⁠Spotify⁠ | ⁠Apple Podcasts⁠Facebook: ⁠https://facebook.com/startuppodcastph⁠Patreon: ⁠https://patreon.com/StartUpPodcastPH⁠PIXEL: ⁠https://pixel.eplayment.co/dl/startuppodcastph⁠Website: ⁠https://startupnetwork.ph⁠This episode is edited by the team at: ⁠https://tasharivera.com

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program's transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn't make it into last week's episode.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilot(00:00) - Welcome Back Catch Up (01:15) - ProPartner Paradox Setup (05:24) - Why The Name Change (08:43) - Pricing Shock Story (15:26) - Partner Means Affiliate (22:10) - Badges Vs Benefits (25:45) - Directory Leads Changes (27:32) - Spam Kills Lead Form (29:15) - Directory Future Changes (31:06) - Tier Requirements Debate (33:50) - Better Client Matching (34:57) - Fall Points Preview (35:45) - Certification Season Timing (38:17) - New Tier Benefits (41:50) - Expanded Support Hours (44:36) - Closing Thanks Intuit (46:25) - CAS Academy Update (50:18) - Alicia Fall Training Plans (51:31) - Final Wrap Up LINKSNew QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907CAS Academy https://goakadian.com/cas-academyWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Most founders end up as their own default CFO, buried in spreadsheets, cash flow, and pricing decisions. In this episode of Growth Think Tank, Gene Hammett talks with Brennan de Raad, founder of Vessel Advisors (No. 2,665 on the Inc. 5000). We explore the key signs that it's time to bring in strategic financial leadership, especially as your business grows beyond $5 million in revenue and the founder is still managing the finances. Gene sits down with Brennan De Raad of Vessel Advisors to discuss how fractional CFOs, controllers, and back-office accounting teams help businesses gain financial clarity, improve cash flow visibility, and make better decisions with actionable reporting. We also dive into how AI is transforming recurring finance tasks, the importance of tracking leading indicators alongside traditional financial metrics, and why weekly revenue, cash flow forecasts, and sales activity deserve closer attention. The conversation wraps up with a practical discussion on pricing strategy and gross margin, two of the most overlooked drivers of sustainable growth and profitability. Episode Highlights & Time Stamps 0:03 Fractional CFO Basics 4:23 AI in Finance 7:19 When to Hire a CFO 15:03 Tracking the Right Numbers 19:47 Pricing and Margin Blind Spots 24:32 Final CFO Takeaways Key Takeaways The $5M threshold: Once a business crosses roughly $5M in revenue, it's usually strong enough to benefit from a fractional CFO but not yet large enough to justify a $250K–$600K full-time hire.  Warning signs it's time to hire: Financial reports stop making sense, revenue grows but cash stays tight, or the founder feels lost in a finance world they no longer fully understand.  AI is reshaping finance functions: Platforms like QuickBooks, NetSuite, and Sage are building in native AI agents, while tools like Claude are cutting cash-flow forecasting projects from hours down to a fast, natural-language process.  Fractional works at scale too: Vessel Advisors now supports companies north of $100M on a fractional basis, a shift from a decade ago when a $25M company "had to" have a full-time CFO.  Track leading indicators, not just lagging ones: Trailing 4–6 week revenue, a 13-week rolling cash forecast, and sales activity metrics (like meetings booked) give founders earlier warning signs than a monthly P&L.  The #1 hidden problem: Most companies haven't audited their actual pricing and gross margins in years; the deal they thought was a 35% margin project might really be closer to 4–12%.  Time is the real cost: Founders who stay in spreadsheets they should have delegated aren't just losing hours; they're losing the deals, meetings, and strategic moves that would have grown the business faster. Pricing increases rarely cost you customers: One example shared: a 9% average price increase across the board resulted in customer gratitude, not attrition, once the founder finally acted. This episode is a must-listen for CEOs and executives looking to lead innovation with purpose, scale responsibly with AI, and build cultures where people feel empowered to think boldly and grow. Connect With Today's Guest Brennan De Raad is the Founder & CEO of Vessel Advisors. Vessel Advisors provides Fractional CFO, Controller, and Back-Office Accounting services for growing businesses, helping founders gain financial clarity, improve cash flow, and scale with confidence. How to Connect with Brennan De Raad: LinkedIn: Brennan De Raad https://www.linkedin.com/in/brennanderaad/ Company Website: Vessel Advisors https://vesseladvisors.com/ – to learn more about his work and platform

In this Simple CFO Case Files episode, we go inside the actual client work with Chris Savor, a Simple CFO who's been with the team since April 2022 and manages some of the firm's largest client relationships. Rather than talk about the methodology in the abstract, this conversation pulls back the curtain on how a CFO actually diagnoses a real estate business, cleans up the books, and turns a cash-negative operator into a profitable one. Chris walks through his "battle plan" approach, the short-medium-long framing he uses in the first 60 days, and why financial clarity is the single biggest result he delivers.The heart of the episode is two client transformations. One is a large operator with 65 properties and a thousand doors who'd been cash-flow negative for eight months because of misconfigured allocations, fixed to cash-positive inside the first 30 days. The other is a flipper who went from 20 flips a year making nothing to 200 flips and paying himself $600,000 annually, with a real reserve position and a tax strategy that wiped out three years of tax bills. It's a grounded, practical look at what a dedicated financial partner actually changes in a real estate business.Timeline Highlights[0:00] Intro to the Simple CFO Case Files series and what makes it different[0:23] Host welcomes Chris Savor and his background as a CFO since April 2022[2:01] Chris on who he works with: flippers, multifamily, short- and long-term rentals[2:55] The single biggest result Chris delivers: financial clarity for lost owners[4:29] The battle plan call and getting real about the good, the bad, and the ugly[5:35] Short, medium, and long phases all wrapped into the first 60 days[6:01] What separates Simple CFO from a typical accountant: a genuine personal partnership[8:41] Laying the financial foundation, cleaning up books, and rolling out Profit First[10:32] Case one: a 65-property, thousand-door operator cash-negative for eight months[11:01] Finding misconfigured allocations on day 28 and clawing back overspending[12:24] Getting the operator cash-positive and onto a salary for the first time[12:45] Why the Profit First book alone isn't enough without a specialist implementing it[14:26] Inside the CFO dashboard: profit-on-the-shelf and the 13-week rolling cash view[16:41] How automated, daily-updated sheets replace manual QuickBooks report pulling[16:57] Using the forecast every meeting to close the gap to a net-profit goal[19:52] Case two: a flipper who had no idea whether he was making money[20:34] The first three moves: cleanup, real estate–specific books, and mapping the money[21:05] From 20 flips a year making nothing to 200 flips and real profit[22:12] Building reserves from 1% up to 6%+ and getting the owner onto a real paycheck[23:22] Using a tax strategy with land easements and bonus depreciation to erase three years of tax[24:22] The full transformation recap: from lost and unpaid to $600K a year[26:09] Chris's words of wisdom: you're not alone, it can be fixed, don't go at it soloKey TakeawaysFinancial clarity is the number one result. Most clients arrive seeing money move in and out of their accounts but with no idea whether they're actually profitable. Knowing your numbers is what lets a CEO steer the ship.The first 60 days make or break the outcome. That window of uncovering, admitting where things really stand, and fixing the fixable-fast problems is the biggest predictor of whether a client succeeds.A real financial partner is different from a hands-off CPA. Chris meets clients where they are, meets weekly or biweekly, and treats the relationship as a side-by-side partnership rather than a transactional service.Misconfigured allocations quietly bleed cash. A large operator was cash-negative for eight months simply because rehab and operations funds were set up wrong. Fixing the allocations flipped them cash-positive within a single month.The book alone won't get you there. Free information is everywhere, but a specialist who reads numbers without emotional attachment is what actually unravels an owner's blind spots and gets results.Getting the money game right unlocks more volume, not less. The flipper scaled from 20 to 200 flips a year precisely because he finally knew where every dollar was going and could project profit deal by deal.Plan taxes ahead and idle cash becomes a strategy. Setting tax money aside early let one client redeploy roughly $250K into a tax strategy that erased three years of tax bills instead of scrambling for the IRS.Links & ResourcesSimple CFO — book a free financial discovery call — https://simplecfo.com Profit First for Real Estate Investors — apply for a free financial discovery call — https://profitrei.comClosingChris's clients prove the same thing over and over: you're not alone, and it can be fixed. The operators who win are the ones willing to roll up their sleeves and fight the battle alongside a partner who actually knows the terrain. If you're staring at deposits and withdrawals with no idea whether you're making money, that's exactly the problem Simple CFO exists to solve. If you're ready to bring clarity and structure to your business finances, visit profitrei.com to apply for a free financial discovery call with the team.

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Reena Lebanan is CEO at Happy Hive. Cheska Roque is COO at Happy Hive. Iris Ramilo is Operations Officer at Happy Hive. Happy Hive is embodying and practicing women-led, people-centered compliance for safer, clearer, and more human workplaces. Also with a Co-working space in Matimtiman St., Quezon City, with virtual office, business compliance (payroll, tax, business registration), DOLE compliance, and business consultancy services.

Chez Ramp, l'intelligence artificielle est pensée comme un co-équipier intégré aux processus métiers, capable de transformer en profondeur le travail des entreprises. Entre agents, automatisation et nouveaux systèmes d'exploitation du travail, l'IA devient une infrastructure centrale.

This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist Vanta https://www.vanta.com/twist Sentry https://sentry.io/twist Today's show: *There are $100 trillion in global assets sitting on top of what Hanover Park co-founder/CEO Chris Hladczuk calls "human duct tape": armies of accountants in offices patching together work from various legacy tools (QuickBooks, Excel) that are holding funds' own data hostage. Can all of this be replaced with AI? Find out how their startup went from overseeing $1B to $20B in assets in just 15 months. PLUS, we flash back to March 2020, when Jason and Figma co-founder/CEO Dylan Field broke down the design tool's initial go-to-market strategy, made some WILDLY inaccurate COVID predictions, and considered anxiety about "SaaS burnout" years before the category went full apocalyptic. Guests: Chris Hladczuk on X: https://x.com/chrishlad Hanover Park: https://www.hanoverpark.com/ Dylan Field: https://x.com/zoink Figma: https://www.figma.com/ Relevant Links: Turner Novak on X: https://x.com/TurnerNovak Banana Capital: https://www.bananacapital.vc/ Emergence Capital: https://www.emcap.com/ Lux Capital: https://www.luxcapital.com/ Susa Ventures: https://susaventures.com/ Bill.com: https://www.bill.com/ METR: https://metr.org/ Granola AI note taker: https://www.granola.ai/ Vanta: https://www.vanta.com/ Foo Camp on YouTube: https://www.youtube.com/c/foocamp TechCrunch Mahalo coverage: https://techcrunch.com/2014/01/27/inside-mobile-news-launch/ Timestamps: 0:00 Hanover Park & the fund admin problem 3:32 Why funds outsource instead of building 5:44 Why fund accounting is so complex 10:38 The "one-click migration" goal 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 13:51 Context vs. intelligence gaps 16:11 No PMs, No Designers 20:46 Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist 23:18 This is a $100T opportunity 25:36 Flashback w/ Dylan Field of Figma 29:15 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 31:22 Pre-AI enterprise security worries 36:30 SaaS overload and SaaS burnout 37:30 The evolution of Figma pricing 42:38 The rise and fall of Mahalo dot com 51:38 The work-from-home revolution begins Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Alex: X: https://x.com/alex LinkedIn: ⁠https://www.linkedin.com/in/alexwilhelm Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Thank you to our partners: (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB (0:00) PARTNER - AD BLURB Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

Sunaina Lobo, Chief People Officer at Omnissa, joined us on The Modern People Leader. We talked about why the HR-IT partnership is becoming critical in the AI era, how Omnissa is approaching AI transformation with a small but mighty team, and what it takes to build an AI-first culture while maintaining trust and engagement.----  Sponsor Links:

Engr. Rizaldy Harder is Founder & CEO of SMART.App by InfoDynamics Technologies. InfoDynamics Technologies is building the e-governance software for Philippine LGU's. SMART.App by InfoDynamics Technologies is an all-in-one digital e-governance portal for the use of public and private sector agencies. With different LGU's partnered with them and using their platform, InfoDynamics provides solutions for: LGU Mayors & Governors, E-Legislative Portal for Sanggunian Offices, E-Procurement, E-DRRMO Rapid Reporting for Disaster Management, Public Information Hub, Annual Investment Plan Management, LGU Vehicles & Transport Fleet, Tricycle Franchising, Building Permits, Barangays Management, and more. InfoDynamics is creating smart solutions for smart LGU's.In this episode:00:00 Introduction01:36 Ano ang SMART.App by InfoDynamics Technologies?09:56 What is the startup solving? 44:03 What are stories behind the startup? 01:01:37 How can listeners find more information?SMART.APP BY INFODYNAMICS TECHNOLOGIESWebsite: https://infodynamicsph.netFacebook: https://facebook.com/SMART.InfoDynamicsPHTHIS EPISODE IS CO-PRODUCED BY:OneCFO: ⁠⁠⁠⁠https://onecfoph.co⁠⁠⁠⁠Kredit Hero: ⁠⁠⁠⁠https://kredithero.com⁠⁠⁠⁠Yspaces: ⁠⁠⁠⁠https://knowyourspaceph.com⁠⁠⁠⁠Symph: ⁠⁠⁠⁠https://symph.co⁠⁠⁠⁠Twala: ⁠⁠⁠⁠https://www.twala.io⁠⁠⁠⁠GigGenius: ⁠⁠⁠⁠https://gig-genius.io⁠⁠⁠⁠SkoolTek by Edfolio: ⁠⁠⁠⁠https://skooltek.co⁠⁠⁠⁠Red Circle Global: ⁠⁠⁠⁠https://www.redcircleglobal.com⁠⁠⁠⁠CHECK OUT OUR PARTNERS:Ask Lex PH Academy: ⁠⁠⁠⁠https://asklexph.com⁠⁠⁠⁠ (5% discount on e-learning courses! Code: ALPHAXSUP)CloudCFO: ⁠⁠⁠https://cloudcfo.ph⁠⁠⁠ (Free financial assessment, process onboarding, and 6-month QuickBooks subscription! Mention: Start Up Podcast PH)ArkoTech: ⁠⁠⁠https://www.arkotechspacesolutions.com⁠⁠⁠DVCode Technologies Inc: ⁠⁠⁠https://dvcode.tech⁠⁠⁠Argum AI: ⁠⁠⁠http://argum.ai⁠⁠⁠PIXEL by Eplayment: ⁠⁠⁠https://pixel.eplayment.co/auth/sign-up?r=PIXELXSUP1⁠⁠⁠ (Sign up using Code: PIXELXSUP1)School of Profits: ⁠⁠⁠https://schoolofprofits.academy⁠⁠⁠Founders Launchpad: ⁠⁠⁠https://founderslaunchpad.vc⁠⁠⁠Hier Business Solutions: ⁠⁠⁠https://hierpayroll.com⁠⁠⁠Agile Data Solutions (Hustle PH): ⁠⁠⁠https://agiledatasolutions.tech⁠⁠⁠Smile Checks: ⁠⁠⁠https://getsmilechecks.com⁠⁠⁠Cloverly: ⁠⁠⁠https://cloverly.tech⁠⁠⁠BuddyBetes: ⁠⁠⁠https://buddybetes.com⁠⁠⁠Hyperstacks: ⁠⁠⁠https://hyperstacksinc.com⁠⁠⁠Wunderbrand: ⁠⁠⁠https://wunderbrand.com⁠⁠⁠Uplift Code Camp: ⁠⁠⁠https://upliftcodecamp.com⁠⁠⁠ (5% discount on bootcamps and courses! Code: UPLIFTSTARTUPPH)START UP PODCAST PHYouTube: ⁠⁠⁠https://youtube.com/startuppodcastph⁠⁠⁠Spotify: ⁠⁠⁠https://open.spotify.com/show/6BObuPvMfoZzdlJeb1XXVa⁠⁠⁠Apple Podcasts: ⁠⁠⁠https://podcasts.apple.com/us/podcast/start-up-podcast/id1576462394⁠⁠⁠Facebook: ⁠⁠⁠https://facebook.com/startuppodcastph⁠⁠⁠Patreon: ⁠⁠⁠https://patreon.com/StartUpPodcastPH⁠⁠⁠PIXEL: ⁠⁠⁠https://pixel.eplayment.co/dl/startuppodcastph⁠⁠⁠Website: ⁠⁠⁠https://phstartup.online⁠⁠⁠This episode is edited by the team at: ⁠⁠⁠https://tasharivera.com⁠⁠

Alicia and Dan break down June's In the Know session, starting with the big one: QuickBooks Online Accountant is being discontinued on December 31, 2026, with Intuit Accountant Suite taking its place. They cover the modern reports rollout timeline, new consolidation and elimination tools in Intuit Enterprise Suite, and the ProAdvisor program's transformation into the tiered ProPartner Accountants program, including revenue share changes and expanded benefits.Sponsors:Intuit Accountants - http://uqb.promo/intuitSTR Search - http://uqb.promo/str(00:00) - Podcast Welcome (00:37) - Scaling New Heights Buzz (02:04) - New Sponsor Update (03:19) - Screen Share Format (04:40) - June 2026 Recap Intro (06:07) - ProAdvisor Awards Shoutouts (07:24) - QBOA Sunset Reminder (10:00) - Advanced Bundle Deals (10:39) - Events and CAS Training (13:02) - Modern Reports Overhaul (15:35) - Why Reports Are Changing (18:57) - Modern Reports Timeline (19:50) - Recent Report Fixes (22:42) - Customization Improvements (25:30) - Modern Reports Updates (25:45) - Canny Boards Feedback (26:45) - Enterprise Consolidations Demo (28:30) - Intercompany Eliminations Tools (30:34) - Early Access Beta Features (31:19) - Accountant Revenue Share Boost (32:56) - ProPartner Program Overview (35:22) - Support and Revenue Share Changes (37:46) - IAS Accelerate Top Tier (38:41) - Training and Team Management (39:38) - Community Pipeline and Awards (41:28) - Tiers and Readiness Poll (45:41) - Wrap Up and Next Steps LINKSIn the Know Recording: https://intuit.ondemand.goldcast.io/on-demand/4e46b94e-346a-4981-9971-f4d88f47788cIn the Know Handouts: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/uiktKVQT5OYNhEwMD4uQ_June2026_ProAdvisor_InTheKnow_Handout.pdfPrevious Episodes Mentioned:The Canny Can Can - uqb.show/125 July 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookDan's School of Bookkeeping blog on Realm Consolidation: https://www.schoolofbookkeeping.com/blog/making-realm-consolidation-easy-a-practical-guide-for-accountants Dan's LinksSchoolofbookkeeping YouTube: https://snip.ly/SOBYTFree Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayQB Power Hour: https://www.qbpowerhour.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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

SaaStr 865: The Agents #008: Agents Are Merging, Not Multiplying. Plus, Sam Blond on Why Outbound Isn't Dead. Everyone told you the future is 100 specialized agents, one for every job. That's not what's happening at SaaStr AI. Their AI VP of Finance didn't get its own app. It moved in with the AI VP of Marketing. The agents are collapsing into each other, sharing knowledge, sharing context, going deeper together. In this episode, Amelia and Jason do a live breakdown of their AI VP of Finance: how they wired Bill.com, QuickBooks, Brex, and PandaDoc into one agent, what the agent found on day one that their human finance team never did, and why contract close to invoice now takes 30 seconds instead of a day. Then Sam Blond, founder and CEO of Monaco and one of the most respected sales minds in SaaS, joins to talk about why outbound still works, what brand and message market fit actually mean for AI agents in the field, and why Monaco is building toward one GTM platform that does everything. You'll learn: Why SaaStr's agents are merging, not multiplying, and what the "monorepo" model means for your own AI stack The exact integrations that power their AI VP of Finance (and which ones took 10 minutes vs. an hour) How the agent surfaced collections problems and automations the human team never knew existed Why "set it and forget it" is a myth, and what happened when Qualified was still selling 2026 tickets weeks after the event ended Sam Blond on brand, message market fit, and what actually makes AI outbound work for companies that aren't SaaStr Why FDE relationships are now more valuable than any AE, and what that means for how you buy and sell software This is for you if: You're a founder or operator wondering whether to build a separate finance agent or fold it into what you already have You run outbound and keep hearing it's dead (it's not) You're evaluating your GTM stack and wondering if you need five agents or one You want a real, unfiltered look at what it takes to run AI agents in production, including the failures

In this Simple CFO Case Files episode, David Richter and his business partner Christina Gutierrez kick off a new recurring series recorded right after their weekly EOS same page meeting. They pull back the curtain on how they run Simple CFO using Gino Wickman's Traction and EOS system, and why the visionary and integrator partnership has been the engine behind the business.The heart of the conversation is one recurring phrase they hear from real estate investors who walk through their door: "I wish I would have known this." David and Christina break down why so many owners stay stuck asking CFO level questions of bookkeepers and CPAs who can't answer them, what a fractional CFO actually does that's different, and how to become a master of your money without ever becoming a master of accounting. If you're flipping houses or holding rentals and you can't say what you actually kept last year, this episode points you toward the clarity you've been missing.Timeline Highlights[0:23] David introduces the new series recorded after his weekly same page meeting with partner Christina Gutierrez[1:01] How Simple CFO runs its back end on Traction and the EOS system by Gino Wickman[2:18] Christina on how EOS taught her to be open and transparent in a true business partnership[3:43] Why communication is the thing that makes a business run and what a structured system protects[4:19] A walk through Simple CFO's heavy Wednesday meeting schedule and what each meeting is for[5:10] Protecting the visionary's flow state and routing every idea to the right meeting[6:32] The recurring "I wish I would have known this" theme and a story of one owner's hair on fire[7:14] An owner who waited two years and likely lost real business value before getting his numbers cleaned up[8:38] Christina on why owners don't know who can actually help them with strategic financial questions[10:11] Most owners don't know a fractional CFO exists or that they could afford one[11:12] The real strategic questions owners never know to ask themselves[12:10] The magic of a fractional CFO is surfacing the questions you don't know to ask[13:50] Why bookkeepers and CPAs give textbook answers without knowing you or your goals[15:02] Be a master of your money, not a master of accounting, and what that actually means[17:22] How loneliness as a solo owner makes a financial partner who knows you so valuable[21:42] When to reach out and the difference between the 60 day foundation tier and ongoing CFO support[22:42] Playing offense and defense so you protect what you built while still growing[25:22] Two paths forward: a fractional CFO and the Profit First system as an entry point[26:01] A Profit First client who built a year of owner's comp and now takes a month off in Sweden each yearKey TakeawaysOwners often ask CFO level questions of the wrong people. Bookkeepers record transactions and CPAs file taxes, but neither is built to give strategic financial guidance tied to your goals.The most dangerous gap is the questions you don't know to ask. A good fractional CFO surfaces the questions that reveal whether your business is actually healthy or quietly going under.You should be a master of your money, not a master of accounting. You don't need to run QuickBooks or file taxes. You need clean numbers you can use to make decisions.Revenue alone solves nothing. Making a million dollars means little if you kept nothing, and the cause is often a cash management gap or bad bookkeeping you can't see.A fractional CFO is a relationship, not a transaction. They meet you where you are, remember the goals you set months ago, and back decisions with accurate data instead of gut feeling.Fractional high level help is more accessible than owners think. CFO, COO, and CMO support exists without the full time price tag, opening strategy to businesses that assumed they couldn't afford it.Profit First is a simple entry point for managing cash. It translates finances into business owner language and helps build reserves and owner's comp so a strong year actually shows up in the bank.Links & ResourcesSimple CFO (book a discovery call) — simplecfo.com Profit First for Real Estate Investors (apply for a free financial discovery call) — profitrei.com Profit First for Real Estate Investors by David Richter (free download) — simplecfo.com Traction by Gino Wickman — referenced as the EOS framework Simple CFO runs onClosingIf any part of this hit home, especially the part about making money but having no idea what you actually kept, don't let another year pass wishing you'd known sooner. David and Christina built this series to open owners' eyes to the financial clarity they've been missing, whether that's a fractional CFO or simply getting Profit First up and running. To bring real structure to the finances in your business, visit profitrei.com to apply for a free financial discovery call with the team.

In today's episode, Roger Knecht discusses the evolution of the accounting profession with Brittany Brown, focusing on the impact of AI, the importance of CAS, and changes needed in academic curriculum. They explore how firms can adapt to new technologies and client expectations, emphasizing practical application and efficiency for building a premier accounting firm. In This Episode: 00:00 Introduction & Guest Background 04:49 The Power of Niching in E-commerce 15:31 Transition to Academia: UVU QuickBooks Class 21:00 Passion Project to Full-Time Professor 31:14 Real-World Application in QuickBooks 37:07 Mastering the Mess: Reconciliation Challenges 41:27 QuickBooks Education & Intuit Partnership 45:04 AI in Accounting Curriculum 47:53 AI's Impact on the Accounting Profession 58:25 Early Adopters and Future of Accounting 01:06:05 Evolution of Accounting Roles & Education 01:17:28 Brittany's Approach to Life and Work Featured Quotes: "If you're going to niche, you should niche in an industry that has natural barriers to entry for other accountants because it's challenging." — Brittany Brown "Academia has typically prepared people to be tax accountants or audit accountants… but it has never really touched on preparing them to be industry accountants, which is kind of appalling to me because industry accounting represents probably 95% of accounting jobs out there." — Brittany Brown "What it does is anything that is time-consuming, repetitive, and mundane should be done with AI now. And so you can now take a team and do much more with them." — Brittany Brown Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Special Offers for our Podcast Listeners, CLICK HERE to take advantage of them today! Remember this: Accounting Success IS Universal. Be sure to listen to our next episode and subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your bookkeeping, accounting, & tax business, please visit us at www.universalaccountingschool.com or call us at 801-265-3777.  And know that if it's about accounting, it's Universal.

Can AI really clean up messy bookkeeping—and what happens when firms trust it too much? Blake and David break down KPMG's error-filled AI report, the Pentagon's new “Agentic Auditor,” and State Farm's move to tie agent pay to AI. Blake also shares how he used Claude to complete two years of write-up work in hours, with practical lessons on where AI helps, where it fails, and why human review still matters.SponsorsCanopy - http://accountingpodcast.promo/canopyThe Value Builder System - http://accountingpodcast.promo/valueOnPay - http://accountingpodcast.promo/onpayChapters(00:00) - TAP 493 (02:20) - KPMG AI Report Scandal (04:01) - GPTZero Findings Breakdown (05:16) - Hallucinated Case Studies (07:18) - Pentagon Turns to AI Audits (08:33) - Microsoft Copilot Cowork Launch (10:09) - Claude Cowork Write Up Win (15:22) - Recon Fixes and Loan Discovery (20:48) - Future of Agentic Accounting (24:06) - Livestream Q and A TaxGPT (27:01) - AI Review and Human Loop (28:38) - QuickBooks AI Gripe Vibe Coding (31:15) - OnPay Payroll Pitch (32:10) - CPA Fees Rising (33:58) - State Farm AI Agents (37:09) - SpaceX IPO Accounting (39:31) - Musk Disclosure Shift (41:02) - Quarterly Reporting Debate (46:31) - Celebrity Accountant Fraud (50:52) - KPMG Summer Perk Cut (52:24) - Intuit Humanizing AI (55:22) - IRS Data Shared With ICE (57:56) - CPE And Farewell  Show NotesChasing the Hallucinations: KPMG's AI-Powered Attempt at "Redefining Excellence"https://gptzero.me/news/investigations-kpmg/KPMG's AI report becomes an accidental demo of AI hallucinationshttps://www.theregister.com/ai-and-ml/2026/06/12/kpmgs-ai-report-turns-into-a-demo-of-ai-hallucinations/5255029Pentagon turns to AI in push for clean financial audit by 2028https://www.stripes.com/theaters/us/2026-06-11/pentagon-audit-ai-contract-21941885.htmlCopilot Cowork is now generally availablehttps://www.microsoft.com/en-us/microsoft-365/blog/2026/06/16/copilot-cowork-is-now-generally-available/Tax Prep Billing Rates Lift Busy Season 2026https://cpatrendlines.com/2026/04/14/tax-prep-emerges-from-busy-season-2026-as-the-new-engine-for-billing-rates/State Farm overhauls agent contracts, mandates AI usehttps://finance.yahoo.com/technology/ai/articles/state-farm-overhauls-agent-contracts-115756712.htmlSpaceX CFO Bret Johnsen quietly engineered its historic IPO and became an overnight billionairehttps://fortune.com/2026/06/13/spacex-cfo-bret-johnsen-overnight-billionaire-ipo/SpaceX CFO Bret Johnsen joins billionaire ranks after $75B IPO: Trial Balancehttps://www.cfo.com/news/spacex-cfo-bret-johnsen-joins-billionaire-ranks-after-ipo-trial-balance/822848/Investors oppose semiannual reporting, says pollhttps://www.accountingtoday.com/news/investors-oppose-semiannual-reporting-says-pollCFA Institute Investor Perspectives: Quarterly Reporting 2026https://rpc.cfainstitute.org/sites/default/files/docs/research-reports/investor-perspectives-quarterly-reporting-2026.pdfThe Global Freelancer Pay Gap Reporthttps://www.remitly.com/us/en/landing/global-freelancer-pay-gapNick Cannon's Business Accountant Allegedly Embezzles $2 Million, Flees U.S.https://www.tmz.com/2026/05/08/nick-cannon-business-manager-embezzled-millions/KPMG scraps summer early Friday finish for staffhttps://www.cityam.com/kpmg-scraps-summer-early-friday-finish-for-staff/Intuit hires Mother to humanize the QuickBooks maker's AI pitchhttps://adage.com/agencies/accounts-in-review/aa-intuit-hires-mother-as-creative-strategy-partner/After issuing more than $20 billion in tariff refunds, the Trump administration is now pursuing legal action to bring the process to a standstillhttps://fortune.com/2026/06/01/trump-administration-plan-appeal-illegal-ieepa-tariff-universal-refunds/IRS gave 47,000 taxpayers' addresses to ICEhttps://www.accountingtoday.com/news/irs-gave-47-000-taxpayers-addresses-to-iceNeed 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 o...

Here's the plan the best gym owners are following right now: https://www.youtube.com/watch?v=uMPx7b3_LOA The gyms winning with AI right now are not using it to write emails. They built a machine learning algorithm that predicts who's about to cancel. They fired their ad agency and their bookkeeper. They have an AI employee living in Slack that nobody on the team can tell isn't human. Pav spent 20 years in Fortune 500 companies before opening BFT Tysons. His financial planning background and tech instincts put him in a different category than most gym owners touching AI right now. In this episode, Mike Arce sits down with one of the most advanced operators in the GSD community to break down exactly what they've built, how they built it, and what's coming next. In this episode you'll learn: — How Pav built a machine learning algorithm that ranks the 25 members most likely to cancel before they decide — The five member behavioral avatars the model uses and which signals carry the most weight — How BFT Tysons uses Claude to run Meta ads, optimize campaigns from the grocery store line, and launch new ads in five minutes instead of 45 — The AI marketing analyst that pulls weekly ad data, surfaces red flags, and sends recommendations directly to Slack — How Victor works as an AI employee inside Slack and the story of it onboarding a new team member better than the humans did — Why the era of information is over and what the era of imagination means for gym owners right now — Studio OS: the custom internal dashboard Pav's team built to track memberships, financials, and cancellations in one place — How AI analyzed BFT's three membership tiers and identified which members were most likely to upgrade — The connection between selling your highest tier first and actually getting members the results they came for — What Pav is focused on in Q3 and how AI identified three specific reasons revenue per member was declining — The security risks gym owners should actually worry about when building with AI — Why the AI revolution mirrors the printing press and what that means for the jobs being created right now If you think you're using AI because you asked it to rewrite an email, this episode will show you how far behind that really is. Episode chapters: — 0:00 — Introduction: Pav Grewal, BFT Tysons, and two years in GSD — 1:12 — From Fortune 500 financial analyst to gym owner: Pav's background — 2:08 — How their AI journey evolved from basic copy to machine learning — 2:59 — The attrition prediction algorithm: how it works and what it watches — 4:57 — Attendance as the top signal and the early dropout problem — 6:03 — The first 90 to 100 days: why onboarding drives long-term retention — 7:17 — Victor: what an AI employee actually looks like inside Slack — 9:21 — Victor's second day: onboarding a new team member better than everyone else — 10:56 — How Victor handled a HYROX registration list and corrected a missing name — 12:24 — Mike's P1, P2, P3 priority system and how Victor scheduled a meeting end to end — 13:21 — Pav's wife wants Victor too — 13:55 — Firing the ad agency: how Claude connects to Meta and runs paid ads — 14:46 — Building avatar research, hooks, and copy with AI before the ad is even created — 19:30 — Generating five to ten ad variations simultaneously and testing at scale — 20:58 — Optimizing campaigns from the deli line at the grocery store — 22:58 — The AI marketing analyst: weekly performance reports delivered to Slack — 23:46 — Competitor research through the Meta Ads Library: offers, angles, patterns — 26:04 — The difference between using AI for flyers and actually building with it — 26:58 — Firing the bookkeeper: Scott's move and QuickBooks integration — 28:23 — Why custom-built tools will replace bloated SaaS platforms — 32:42 — The era of imagination: what changes when anyone can build anything — 33:39 — From one-way communication to creation: the internet analogy — 34:15 — Using AI to get better member results, not just run the business — 35:38 — Victor frees Mike up to go deeper with clients — 35:54 — The six-step AI re-engagement plan for members who have fallen off — 36:39 — Mike's personal health project: syncing InBody, sleep, nutrition, and blood work — 37:47 — The affiliate and recurring revenue idea hiding inside member health data — 39:50 — Token costs dropping and the Chinese model conversation — 40:46 — Elon Musk putting data centers in space — 42:13 — The GSD AI cohort and what the group is building together — 43:16 — Studio OS and the mindset shift that sparked it — 44:39 — AI security: what to actually worry about and how to think about it — 45:38 — Q3 focus: shifting from more members to more revenue per member — 47:01 — Tier analysis: who's most likely to upgrade and how to have that conversation — 48:54 — The steakhouse analogy: stop selling people the chicken — 50:30 — Changing the sales conversation around conviction, not price — 51:41 — The Gutenberg printing press and what history says about the AI revolution — 53:11 — AI architects: the most in-demand job right now and Claude's $85K certification program — 54:07 — Closing thoughts ———————————————————————— If you want to understand where the gym industry is actually heading, the operators doing what Pav is doing in this episode are already three moves ahead of everyone else. Watch the 100K Plan: https://www.youtube.com/watch?v=uMPx7b3_LOA

Intuit's Q3 fiscal 2026 earnings call was packed with numbers, and with her co-hosts sitting this one out, Alicia goes through them one by one to explain what each actually signals for bookkeepers, accountants, and QuickBooks users. She breaks down the strength of QuickBooks Online and mid-market growth, the slowdown in Desktop and Mailchimp, AI already running at scale, the shift toward assisted tax, and what the August pricing and packaging changes mean for your clients. She also steps off-script to share why she thinks Intuit raised prices before users were ready, and previews the deeper episodes coming on pricing and the ProPartner program.Sponsors:Aqqrue - http://uqb.promo/aqqrueSTR Search - http://uqb.promo/str(00:00) - Welcome and Setup (01:25) - How to Read Earnings (02:49) - Companywide Results (05:09) - QuickBooks Segment Growth (08:15) - QBO Plans and Pricing (09:33) - Services Payments Payroll (12:14) - Desktop and Migration (13:18) - Mid Market Enterprise Push (15:02) - Mailchimp Reality Check (16:53) - AI at Scale (17:40) - August Pricing Shakeup (23:07) - Accountants as Customers (24:51) - Workforce Cuts and Margins (26:41) - TurboTax Trends (30:43) - Credit Karma Monetization (34:13) - Pro Tax and Wrap Up (35:58) - Training Course and Goodbye LINKSJuly 21 through October 8: HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907Alicia's book on Amazon: http://royl.ws/conversion-bookWe 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/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding