Podcasts about quickbooks online

Nobody likes thinking about death, but getting your finances in order now can make things much easier for the people you leave behind. To help with this, our favorite Bookkeeping Mensch, Paul Rosenblum, is here to explain the basics. He covers which debts are typically forgiven when someone dies, when an estate is responsible for paying what's owed, why family members usually aren't liable for debts they didn't co-sign, and how naming a beneficiary on a bank account can help avoid probate. It's a practical look at an uncomfortable topic that's worth planning for. Send us Fan MailSupport the showAbout the hostPaul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop and adapting to the world of cloud-based QuickBooks Online. He shares practical, in-the-weeds lessons from real client files every episode.

Online computerized accounting changes almost everything about bookkeeping. But don't worry, our favorite Bookkeeping Mensch, Paul Rosenblum, is here to help you navigate the potential problems to come from these “advancements.” For example, QuickBooks Online creates problems that QuickBooks Desktop never had, like duplicate sales, mismatched credit card merchant fees, phantom accounts receivable, and sales tax reports that quietly go wrong. Paul draws on 30 years of hands-on bookkeeping experience to outline the challenges the transition creates for business owners and bookkeepers. And of course, he's got advice on what to look out for to make sure things run smoothly for your QBO experiences. Send us Fan MailSupport the showAbout the hostPaul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop and adapting to the world of cloud-based QuickBooks Online. He shares practical, in-the-weeds lessons from real client files every episode.

Want more clients without spending more on marketing? Could becoming a QuickBooks Online ProAdvisor be the answer? Discover how certification can boost your visibility and credibility. Learn the secrets to standing out and charging higher prices. Get practical tips for passing the ProAdvisor certification with confidence. Hear how one simple certification transformed a bookkeeping business. Don't miss this one. It's packed with value! The latest episode of the Value Pricing Podcast is now available: How to become a QuickBooks Online ProAdvisor In today's episode you will learn: Why ProAdvisor certification attracts more clients and builds credibility.How the certification process works and what to expect.Practical tips to pass the QuickBooks Online ProAdvisor exam confidently.Ways to maximise your ProAdvisor profile for greater visibility.How certification helps you deliver more value and charge higher prices.The biggest mistakes to avoid when becoming a QuickBooks ProAdvisor. Don't miss out on discovering how QuickBooks ProAdvisor certification can help you win more clients and charge higher prices. Listen now! 

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 

Wondering where you fall in the 2026 tax brackets? In this quick episode, Paul Rosenblum walks through the latest tax rates for single and joint filers and explains how they apply to different business structures. It's a simple way to get ahead on tax planning before next year's filing season arrives.Tax brackets: https://paulrosenblum.substack.com/p/bookkeeping-rates-for-single-andSend us Fan MailSupport the showAbout the hostPaul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop and adapting to the world of cloud-based QuickBooks Online. He shares practical, in-the-weeds lessons from real client files every episode.

Automating your transactions is one of the major ways you can save time when you are doing your bookkeeping.  By utilizing systems such as QuickBooks Online's bank feeds, you can definitely save a lot of time rather than manually entering each and every transaction, but the only way you will ensure you have reliable information is to make sure you have it set up correctly.  I've seen clients who have set up bank feeds and not follow the correct steps, who look at their financial statements and wonder why nothing looks right.  This is exactly what happens when you hear the phrase garbage in / garbage out.  If you don't take the time to set everything up correctly in the beginning, you won't be able to rely on your financial statements.  You don't want to find yourself putting in all the work only to have inaccurate information.  In today's episode, I am going to walk you through how you should set up and use the bank feeds in QuickBooks Online to ensure you are using it to its fullest potential.  By setting up your bank account connection, managing bank rules, matching transactions, and adding transactions correctly in QuickBooks Online, you will not only save time but also have reliable financial statements, allowing you to make smart business decisions.  If you already use bank feeds or if you have been thinking about getting them set up, but are unsure how to use this function correctly, listen in to find out what your next steps should be to take full advantage of this feature, whether you are just starting your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant…  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.

See what the team at The Successful Bookkeeper has on right now → Melissa Broughton, founder of Busy Bee Advisors in Sacramento, has built a bookkeeping firm that grows not just through referrals and marketing, but through strategic acquisition of other bookkeeping practices. In this episode, she pulls back the curtain on her complete acquisition process — from finding firms before they shut their doors, to vetting the financials, to integrating clients without losing them. If you've ever wondered whether buying a book of business could be part of your growth plan, Melissa's experience — including the deals that went sideways — is exactly what you need to hear. Chapters [00:00] Cold open teaser [01:15] Melissa's growth journey since last episode [05:30] Launching an online bookkeeping course [09:00] How the acquisition strategy began [12:30] The 70% rule and the water test [17:00] Vetting financials and avoiding pitfalls [21:00] What makes a firm attractive to buyers [25:30] Client integration and transition lessons [30:00] Reading the seller's personality [33:30] Capacity, formulas, and skipping brokers How Melissa Got Into Acquisitions It started with a pattern Melissa kept hearing from tax professionals: a bookkeeper with a thriving practice would simply close up shop, send clients a farewell letter, and leave them scrambling. "There were bookkeepers who had successful, thriving practices and they just decided to retire — they just closed their doors." That gap between a bookkeeper ready to walk away and clients who still need service looked like an opportunity. The goal became getting in front of those owners before they pulled the plug. The 70% Rule and Other Benchmarks Melissa's core filter is straightforward: would the acquisition still be profitable if you only kept 70% of the clients? "We look at, is the business still profitable if you only retain 70% of their business? That's our benchmark." She calls it the "water test," and a surprising number of potential deals don't pass it. She also looks at minimum client roster size, client interaction levels, software alignment (her firm runs exclusively on QuickBooks Online), and whether all clients are under a signed contract. A book of business built on handshakes and mixed software platforms is a much riskier buy than it appears on paper. Vetting the Financials — Don't Take It as Gospel Because bookkeepers are numbers people, Melissa says they're actually well-positioned to do the kind of financial scrutiny most buyers skip. "Ask for proof of those deposits. Make sure that the income lines up." She requests bank statements alongside tax returns, digs into payroll breakdowns, and checks lease agreements — because taking on a seller's remaining lease obligations can quietly sink a deal. She also warns against letting a seller's likability cloud the numbers: "Nice has nothing to do with it." Integration: What Makes or Breaks the Transition The smoothest acquisition Melissa ever completed involved an owner who was fully ready to walk away and sent a clean, brief handover note to clients. The hardest ones involved sellers who couldn't really let go. "We generally will not have the owners stay on — I can only think of two situations where we've had the owners stay on, and I will say I regretted it both of those times." For every acquisition, she brings on extra team support and deploys what she calls a "client whisperer" — a trusted admin who calls each new client, makes the introduction, and asks the question most people avoid: what did your previous bookkeeper do that drove you crazy? What Sellers Should Know Melissa also flips the conversation for bookkeepers thinking about eventually selling their practice. The three biggest value drivers in her eyes are: signed contracts with every client, a reasonable level of ongoing client communication (not too hands-off, not so personal that clients will leave when you do), and consistent use of mainstream software. She also recommends having payment on file rather than invoicing after the fact — both as a business practice and because it signals a well-run, collectible revenue stream to any buyer. Starting negotiations, Melissa uses a 1.25x multiplier on receivables as a baseline and works from there. Links Mentioned Busy Bee Advisors: busybeeadvisors.com Contact Melissa directly for her acquisition formula and checklist — email will be in the show notes The Successful Bookkeeper: thesuccessfulbookkeeper.com Pure Bookkeeping: purebookkeeping.com About Melissa Broughton Melissa Broughton is the founder and owner of Busy Bee Advisors, a fully remote bookkeeping firm headquartered in Sacramento, California, with team members spread across the United States. She has built and sold businesses across multiple industries and has applied those lessons to growing her bookkeeping practice through strategic acquisitions. In 2024, she launched an online course to help aspiring bookkeepers start their own businesses; by August 2025, more than 3,500 people had completed it. Melissa is a returning guest on The Successful Bookkeeper podcast. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accounting community and business owners.#QuickBooks #Accounting #Bookkeeping

Think job costing in QuickBooks Online is clunky, limited, or just plain confusing? You're not alone. But here's the real question: are you underusing what's already there?In this session, we're digging into what job and project costing actually looks like inside QuickBooks Online, and where it works well (and where it doesn't). We'll break down practical workflows for tracking income, labor, materials, and profitability by job so you can stop guessing and start seeing real numbers.We'll also cover:How Project tracking functions in QBO and what it can (and can't) handleJob costing strategies for contractors and field service businessesTracking equipment and assets tied to specific jobsInventory considerations for specialized tradesWhen you may need to integrate a tool like Fishbowl for more advanced inventory managementIf you work with contractors, construction clients, or specialized trades that need tighter cost visibility, this session will give you clarity on what's possible, and what requires a smarter tech stack.Because sometimes the answer isn't “QuickBooks can't do that.”It's “You just haven't set it up strategically.”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 shares her experience at BDO Evolve 2026, covering the relationship-building mindset that changed how she approached the entire conference and a session on Gen Z in the workplace that has her rethinking how accounting firms onboard and develop new staff. She also reveals that Royal Wise took home a BDO Alliance Award for Growth Strategy and breaks down the positioning and pricing decisions behind that win, plus answers a live "stump the expert" question on how QuickBooks Online handles physical versus economic sales tax nexus.Sponsors:Aqqrue - http://uqb.promo/aqqrueMaxima.AI  - http://uqb.promo/maxima(00:00) - Welcome Back From BDO (01:31) - Why Royal Wise Joined (03:07) - New Booth Big Upgrade (03:47) - BRN Summit Keynote (07:23) - Relationship Building Dinners (13:38) - Gen Z At Work Lessons (26:44) - Royal Wise Wins Award (31:53) - Ask Alicia Anything Stumper (35:43) - New Book And Classes (38:07) - Thanks And Sign Off LINKSBDO Evolve 2026: https://conference.bdoalliance.com/#section-scheduleBDO Alliance: https://www.bdo.com/about/bdo-alliance-usaBuy Alicia's Book!http://royl.ws/conversion-bookAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?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 

Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accounting community and business owners.Have a question you'd like to ask?Join us live and ask away!Are you interested in being a guest on the show?If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch: https://linktr.ee/quickbookslabs#QuickBooks #Accounting #Bookkeeping

Are You Certified to Win? Why Credentials Still Matter Hi everyone, Carl Gould here with your #70secondCEO. Just a little over one minute investment every day for a lifetime of results. Questions that we ask is, we ask this of our clients, and we'll say, does everybody in the company hold the credential for the job that they perform? You know what the majority of the answer is for most people in most companies? No. So if you are the bookkeeper, you use QuickBooks Online or some other NetSuite or some other financial software. Have you taken all the certifications that the software offers? The answer is, probably not. If you're a project manager, have you taken all the project management courses that align with your level in the company? Probably not. So just something to think about. Think about your position, what you do,  whatever credential, whatever continuing education credits, whatever training or certification that goes along, not just goes along with your job description, but makes you best in class, you may want to consider taking it. Like and follow this podcast so you can learn more. My name is Carl Gould, and this has been your #70secondCEO.  

Comparing Books Close to the Books Review Feature for Accountant UsersThere's more than one way to “lock things down” in QuickBooks Online… but which one actually makes sense for your firm?In this upcoming QB Power Hour, we're breaking down the real differences between Books Review and Books Close for accountant users. What do they actually do? Where do they overlap? And most importantly are you adding steps that don't move the needle?We'll dig into:What Books Review is designed to streamline (and where it shines)What Books Close actually locks down and what it doesn'tWorkflow implications for monthly and year-end processesRisk management, team accountability, and client impactWhether using both is strategic… or just extra clicksAs always, this won't be theory. We'll keep it practical, candid, and focused on what matters in real firms doing real work.If you've been wondering whether the “juice is worth the squeeze” when it comes to your close process, this session is for you.00:00 Welcome and Agenda01:19 Webinar Format Updates02:57 New Series Categories04:25 Housekeeping and Q&A05:48 Poll on Books Review07:54 Why Use Books Review09:47 Desktop 2023 Discontinuation13:32 Will Desktop End Soon18:53 Books Close Overview21:00 Playbook and Task Sections23:22 Books Review New Experience25:37 Where to Find Books Review28:21 Need Global Templates29:36 Finding Books Close Tool30:01 Feature Comparison Spreadsheet33:23 Cleanup Versus Pre Close35:05 Who Books Close Is For38:12 Reconciliation Inside Tool43:37 Transaction Review Controls46:44 Payee Review And 1099s48:48 Final Review Wrap Up52:09 Pricing Beta And Billing55:02 Removing Clients Limitation57:39 Next Session And Farewell

Feeling overwhelmed in your business? You might be trying to fix too much at once. Let's focus small and get big results! Today, we break down the 80/20 rule and how it applies directly to your business. The idea is simple. A small portion of what you do is responsible for the majority of your results. That means 20% of your products likely drive 80% of your sales. 20% of your processes may be causing 80% of your problems. And 20% of what is on your Profit & Loss could be driving most of your profit issues. Instead of spreading yourself thin, you need to narrow your focus. Find the few things that matter most and work on those first. When you do, you can create bigger results with less effort and finally start moving your business forward. -----------------------------   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accounting community and business owners.Have a question you'd like to ask?Join us live and ask away!Are you interested in being a guest on the show?If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch: https://linktr.ee/quickbookslabs#QuickBooks #Accounting #Bookkeeping

What does AI actually mean for business owners right now? In this episode, we sit down with returning guest Jett Hennigan from Dreamers Event Rentals to talk about his move into AI and how he's starting to use it inside a real business. He breaks down what “agentic AI” actually looks like when it's wired into real tools like Zoho, QuickBooks Online, Google Drive, and your quoting process.We dive into what AI is already changing, the mistakes most people are making, and how to stay ahead as things move fast. The gap between people using AI and those ignoring it is growing quickly as this episode breaks down how to be on the right side of it.

QuickBooks Online is retiring Classic Reports on May 22nd, and Hector Garcia is back to make sure Intuit is listening. He crowd-sourced a massive feedback thread from the accounting community and walks Alicia through what's still broken in Modern Reports — from PDF formatting and Excel export issues to drill-down behavior, column sorting, and features gated behind the Advanced SKU. Both hosts are rooting for Modern Reports to succeed, and this episode is their detailed, direct message to Intuit on what needs to get done before the deadline hits.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (00:31) - Classic reports sunset (02:18) - Community feedback roundup (04:41) - Canny board and priorities (06:17) - PDF header order debate (09:54) - Shading and subtotal lines (14:46) - Advanced only report features (20:56) - Comparative columns control (22:34) - Excel export pain points (26:46) - Big data export limits (30:01) - UI UX drilldown quirks (34:42) - Bookmarking report URLs (37:02) - Fonts zoom and columns (39:09) - Scrolling and laptop reality (41:17) - Better Monitor Setup (41:59) - Default Columns Chaos (44:11) - Drilldown Workflow Fixes (48:29) - Missing Report Toggles (50:08) - Sorting and Grouping Bugs (54:01) - Reports We Still Need (56:24) - Transaction Totals Polarity (58:34) - May 22 Survival Plan (01:07:53) - Right Tool and Enterprise Suite (01:09:31) - Reframe Event and AI Reality (01:13:30) - Dates and Practical Takeaways (01:14:57) - Wrap Up and Next Steps LINKS4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/QuickBooks-SelfEmployed?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907Hector's RightTool.app best add-on for QuickBooks Online via a Chrome Extension, designed by Hector Garcia(Use code ROYALWISE for a discount when you upgrade to PRO)ReframeAccounting.com REFRAME 2026: Innovate Advisory (IA); flipping the AI narrative… join us in November 5-7, 2026 in Miami for the best event you will ever attendWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Your sales are up… but your profit is down. What is going on? Too many business owners find themselves working harder, bringing in more revenue, and still making less money. The first step to fixing it is not guessing. It is going straight to your Profit & Loss and comparing it to previous time periods. Most people jump straight to cutting expenses, and yes, that matters. But the real issue for many businesses is sitting in payroll, payroll taxes, and subcontractors. Instead of improving processes and developing their team, they keep adding more people. And now payroll is eating up all the profit. Today, we break down where to look, what trends to watch for, and how to address the real problem so your business can become more efficient and more profitable. -----------------------------   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

So you want to spend $500 in your business, but when will you make your money back?  Maybe it is advertising, people, a course, or even a lunch. Everything you spend comes at a cost. Don't make this mistake so many folks make in thinking the first $500 will pay you back. It doesn't work like that.  -----------------------------   DIVE IN DEEPER & LEARN MORE ABOUT YOUR NUMBERS

QuickBooks Online has added item receipts — but before you click that irreversible "turn on" button, you need to understand what you're getting into. Dan DeLong of School of Bookkeeping joins Alicia to explain how item receipts separate the receiving of merchandise from the billing event, why that matters for inventory-heavy businesses, and who actually needs this feature. If you don't have a receiving warehouse step in your workflow, this one's probably not for you.SponsorsWurthy - https://uqb.promo/wurthy(00:00) - Intro to Item Receipts (01:25) - Desktop Origins Explained (02:33) - PO Workflow and Missing Step (04:05) - Date Problems and Enhanced Receiving (06:06) - Inventory Offset Holding Account (09:12) - Turning It On in QBO (09:44) - Irreversible Setting and Backups (11:32) - Testing Before You Commit (12:07) - Bills Without Item Receipts Pitfall (15:43) - Workflow Tips and Reporting Soapbox (18:31) - Who Should Enable This (19:52) - Inventory Roadmap and Wrap Up (21:06) - Announcements and Final Thanks LINKSAlicia's Upcoming ClassesBudgeting in QBO: http://royl.ws/budgeting?affiliate=5393907Dan's LinksS of B Blog on Item Receipts:https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Schoolofbookkeeping YouTube: https://snip.ly/SOBYTBlog on Item Receipts and Enhanced Inventory Receiving: https://www.schoolofbookkeeping.com/blog/QBOItemReceipts Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesdayWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.SponsorsUNC - https://uqb.promo/unc(00:00) - Q2 2026 Report Overview (00:52) - QuickBooks Growth Drivers (01:16) - Intuit Enterprise Suite Surge (02:11) - Claude AI Inside IES (03:07) - QBO Services and SMB Trends (04:19) - TurboTax and Credit Karma Wins (04:53) - Assisted Tax Push (06:40) - MailChimp Slows Down (07:50) - Guidance and HI Focus (08:58) - AI Monetization and Pricing (10:39) - Competitive Moat and Data (11:49) - Wrap Up and Key Takeaways (12:30) - Alicia Updates and Classes LINKSIntuit's FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidanceAlicia's upcoming classes: eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907 Baby's Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907  3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.SponsorsUNC - https://uqb.promo/uncResources:In the Know Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/yq4uYaZUSYqvQm6KaCIZ_February2026_ProAdvisor_InTheKnow_Handout.pdfPartner Webinars (Double & Method upcoming): https://eventhub.goldcast.io/?eventHubId=15cc4a3e-96eb-4910-973c-45f143b60e60Canny for product feedback: http://intuit.canny.ioCustomer Hubba-Hubba (our episode about the new Customer Hub): www.uqb.show/107Dan and Alicia deep dive into Intuit Accountant Accelerate and Books Close: www.uqb.show/130Alicia's current classes: Tricky Situations: http://royl.ws/QBOtricks?affiliate=5393907 Next-level Accrual Accounting: http://royl.ws/NextLevelAccounting?affiliate=5393907  10 Best Practices in QBO: http://royl.ws/QBO-Best-Practices?affiliate=5393907  QBO Hacks (Tips & Tricks) http://royl.ws/QBOHacks?affiliate=5393907 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later' in QuickBooks (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists) (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time? (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO (52:43) - What's Next: Intuit Podcasts, Intuit Connect, and July's Mysterious AI Agents (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes

Sales tax in QuickBooks Online is powerful — it tracks rates, recognizes tax holidays, and even handles economic nexus — but one wrong checkbox or a hidden shipping field can throw everything off. Alicia Katz Pollock breaks down the full sales tax workflow from setup to payment, revealing the three settings that have to line up perfectly and the common mistakes she finds in almost every year-end cleanup.SponsorsFutureView Systems - https://uqb.promo/bezUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:45) - Setting Up Sales Tax in QuickBooks Online (01:36) - Understanding Sales Tax Liabilities (05:27) - Configuring Products and Services for Sales Tax (08:40) - Managing Customer Sales Tax Settings (11:21) - Sales Tax Rate (17:58) - Using the Sales Tax Center (23:18) - Reconciling and Adjusting Sales Tax Payments (25:22) - Handling Uncollectible Invoices and Special Cases (26:57) - Third-Party Apps for Complex Sales Tax Needs (27:27) - Conclusion and Further Learning Resources LINKSAlicia's Sales Tax in QBO Course: http://royl.ws/SalesTax?affiliate=5393907, recording with CPEWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

"The mission was always to build a million dollar bookkeeping firm. Our goal was to grow a large bookkeeping firm with clients and staff across Canada. That's what we wanted to do. And that's kind of what we are now."  –Teresa Slack In part one of this special four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the honest story of launching a virtual bookkeeping firm in 2014 with big goals, low pricing, and no clear path to profit. She shares how her business grew fast and looked successful on paper, but behind the scenes the pressure was intense as underpricing, early hiring, and years without owner pay slowly drained the firm and took a personal toll. In this episode, you'll learn: Why rapid client growth exposed serious pricing & margin issues What really happens when you hire staff before fixing your business model How fear, stress & lack mindset show up when owners stop paying themselves To learn more about Teresa, click here & email her at teresa.slack@teresaslack.ca. Connect with her on LinkedIn. Learn more about Pure Bookkeeping. Subscribe to the Value Pricing Academy YouTube channel. Join VIP list for free training from Mark Wickersham here.  Get your free copy of How to Price Bookkeeping eBook (the tool Teresa used to turn her business around). Click here to join the VPA on Skool platform free training & support. Time Stamps 01:14 – Launching a virtual bookkeeping firm in 2014 03:15 – Using cloud tools & early adoption of QuickBooks Online 03:35 – Running free financial literacy seminars to attract clients 04:01 – Growing from five clients to dozens across bookkeeping, tax & consulting 04:21 – Feeling overwhelmed & deciding to hire staff 05:09 – Charging hourly rates that left no room for profit 06:06 – Paying staff & overhead while taking no income 07:03 – Driving hours to Toronto to build a client base 08:25 – Why the numbers looked good but the business wasn't healthy 08:44 – The original vision to build a million-dollar firm 09:50 – Not getting paid & questioning personal success 10:34 – Realizing they needed help but feeling unable to afford it 11:16 – Fear, lack mindset & pulling from savings to make payroll 12:39 – The emotional strain of running a business with a sibling 13:18 – Creating "business hat" conversations to manage conflict 14:20 – Keeping communication open during stressful seasons 14:43 – What's coming next in part two Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026! It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact. Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it. Don't miss this incredible opportunity! REGISTER TODAY!

Alicia breaks down everything accounting professionals need to know about filing 1099-NEC and 1099-MISC forms in QuickBooks Online for 2026. She covers who qualifies for a 1099, which payment methods require filing, how to use QBO's Contractor Center and automated filing tools, and why the $600 threshold is finally changing to $2,000 in 2027. Alicia also shares practical workarounds for common issues like material reimbursements, state filing requirements, and what to do when contractors don't return their W-9 forms.SponsorsUNC - https://uqb.promo/unc(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:19) - Diving into 1099 Forms (01:53) - Understanding 1099 Compliance (04:43) - Different Types of 1099 Forms (06:46) - QuickBooks and 1099 Management (07:25) - W-9 Forms and Common Mistakes (09:54) - Independent Contractors vs. Employees (13:34) - Who Needs a 1099? (17:56) - Payment Methods and 1099 Exemptions (22:59) - Using QuickBooks for 1099 Filing (29:24) - Filing and Correcting 1099s (41:33) - Conclusion and Additional Resources Alicia's Current Classes1099s in QBO: http://royl.ws/QBO1099?affiliate=5393907, recording with CPEQBO Year-end Cleanup for Taxes: http://royl.ws/yearend?affiliate=5393907, recording with CPEProjects & Job Costing in QBO, Jan 20: http://royl.ws/ProjectCenter?affiliate=5393907Sales Tax in QBO, Jan 27: http://royl.ws/SalesTax?affiliate=5393907Payroll Perfection Bundles (4 QBO Payroll classes - 1099s, Running Payroll, Compliance, and QB Time), Live Feb 3-10: http://royl.ws/payroll-perfection?affiliate=5393907  We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Your Role Needs More Than a Job Description Hi everyone, Carl Gould here with your #70secondCEO. Just a little over one minute investment every day for a lifetime of results. Questions that we ask is, we ask this of our clients and we'll say, does everybody in the company hold the credentials for the job that they perform? You know what the majority of the answer is for most people in most companies? No. So if you are the bookkeeper, you use QuickBooks Online or some other NetSuite or some other financial software. Have you taken all the certifications that the software offers? The answer is, probably not. If you're a project manager, have you taken all the project management courses that align with your level in the company? Probably not. So just something to think about. Think about your position, what you do,  whatever credential, whatever continuing education credits, whatever training or certification that goes along, not just goes along with your job description, but makes you best in class, you may want to consider taking it.   Like and follow this podcast so you can learn more. My name is Carl Gould and this has been your #70secondCEO.  

In this episode of Disruption/Interruption, host KJ sits down with Chris Dolezalek, Executive Vice President of R&D at Hum Capital. Chris shares his journey from Silicon Valley’s most highly funded startup to leading innovation in venture capital. He discusses the flaws in traditional VC, the power of resilience, and how technology and human insight are reshaping funding for diverse founders. Listeners will hear hard-won lessons from the edge of chaos, stories of near-failure and rebirth, and practical advice for founders seeking capital in uncertain times. Four Key Takeaways: Resilience is Essential [29:46]Chris emphasizes the importance of getting up after setbacks, sharing the Japanese saying, “Get knocked down seven times, get up eight,” and how resilience is a key trait for founders. Venture Capital Needs Disruption [8:15]Traditional VC relies on personal networks and outdated data, often excluding minority and female founders. Hum Capital is using real-time financial data and AI to democratize access to funding. Human Insight Complements AI [19:35]While AI can flag promising companies, Chris explains the need for human judgment—what he calls “AI whispering”—to make the best investment decisions. Learned Resilience and Growth [36:05]Chris introduces the concept of “learned resilience”—not just bouncing back, but learning from setbacks to come back stronger and smarter. Quote of the Show (32:52):“The truth about software is the Milli Vanilli effect. You don’t have to be able to sing. You just have to look good.” – Chris Dolezalek Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Chris Dolezalek: LinkedIn: http://www.linkedin.com/in/chrisdolezalek Company Website: https://humcapital.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Thanks for listening to another episode of Building the Premier Accounting Firm with Roger Knecht. Today Roger is joined by Leeroy Beeby, co-founder of Level, an error detection software for QuickBooks Online. They discuss how niching down services and using technology like Level can improve margins and streamline operations, even amidst the evolving landscape of AI in accounting. In This Episode: 00:00 Welcome & Guest Introduction 01:21 Leroy's Path to Accounting 03:10 Starting a Construction Accounting Firm 05:45 Keys to Firm's Rapid Growth 07:20 Hiring Lessons Learned 10:52 Transition to Tech: Level Copilot 14:03 AI & Automation in Bookkeeping 16:16 Level Copilot vs. QuickBooks Online 18:53 Implementing New Technology 21:37 Roger's Tech Implementation Insights 23:55 Surprises from Level Copilot Use 25:52 Accounting Firm vs. Software Company 27:36 QuickBooks Online's Impact on Tech 29:38 Improving Firm Margins Today 31:02 Gratitude and Future Outlook 32:18 Future of Accounting & Calls to Action 34:53 Conversation Summary & Closing Thoughts 37:38 Final Words & Resources Key Takeaways: Niche Down: Focus on specific client needs, like job costing for construction, to drive growth and attract ideal clients. Hire Smart: Implement a multi-stage interview process, including case studies, to ensure cultural fit and technical proficiency. Embrace Technology: Leverage software like Level to proactively identify errors, improve team communication, and enhance service quality. Optimize Margins: Understand your ideal customer, say "no" to bad clients, and increase prices for valuable services to improve profitability. Stay Optimistic: Maintain a positive outlook and adapt to changes in the industry, including the rise of AI, viewing them as tools to enhance efficiency. Featured Quotes: "Trying to help my parents with their problems, I pursued a career in accounting." — Leeroy Beeby "Niching was really important. Understanding, like, hey, you know, we were solving a very specific problem at that time and we could sell that quite easily to contractors." — Leeroy Beeby "Level is the icebreaker for the questions to be asked on like, okay, well, what's the correct process for this?" — Leeroy Beeby 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: Receive a 25% discount on your subscription: https://www.checkthelevel.com/lp/buildingthepremieraccountingfirmpodcast    Are you ready for a change, both personally and professionally?  Then accept and participate in the Accountrepreneurs Challenge.  This is a FREE opportunity to apply best practices and make this the best year yet in your career.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here where you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to 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 accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

This Podcast Is Episode 647, And It's About FEA Contractor Success MAP Podcast Farewell Episode   Hello and welcome back to another episode of the Contractor Success MAP Podcast. I know it's been a while, but I didn't forget you. This is Norhalma, and today I'm here with a message that feels both bittersweet and full of hope. After more than a decade of serving contractors through Fast Easy Accounting… after countless conversations, resources, templates, job costing tips, and systems… today's episode marks the closing of a chapter — and the beginning of a brand-new one. This will be my final episode under the FEA Contractor Success MAP Podcast. But it is not the end of this journey. It is simply the next step forward. Whether you've been a long-time listener since Randal started this podcast, tuned in last year when I took over, or this is your first time, I want you to hear this message clearly and personally. Today is about gratitude, transition, and what comes next in 2026. First, thank you. Truly. To everyone who has listened over the years: Thank you for showing up. Thank you for learning, for growing, for improving your business, and for caring enough about your future to invest time in education. Contractors are the backbone of every community. You build the world around us — homes, roads, businesses, and safe spaces for families. Your work deserves tools and systems that support your success. Through the years, this podcast has tried to give you precisely that: Better job costing better bookkeeping habits better business clarity better workflows and practical steps to run a more profitable company And it has been an honor to be part of that journey. Why is this transition happening now? Fast Easy Accounting has reached the end of its chapter. The business is closing, and with it, the FEA-branded podcast comes to a natural end. At the same time, contractors' needs have evolved. Ten years ago, the most significant questions were: "How do I job cost properly?" "How do I keep my books clean?" "How do I avoid cash flow surprises?" Today, contractors ask: "How do I get better leads?" "How do I keep track of my quotes and jobs?" "Do I need a website?" "How do I manage all the digital tools?" "How do I make my business run smoother without working 80 hours a week?" The world changed. The industry changed. And the way contractors run their companies has changed. That's why I'm shifting my work into something new — something built for the modern contractor. Introducing Cobuildery – launching in 2026 Cobuildery is my new brand and focus. It's designed to help contractors build not just projects… but systems that support their entire business. Cobuildery will focus on: Contractor Websites Professional, clean, mobile-friendly sites that actually bring in leads — not just sit online. Website Care & Monthly Maintenance Plans Most contractors don't have the time or desire to deal with updates, plugins, hosting issues, or security. Contractor OBM (Online Business Manager) Services Ongoing support to help you handle: digital organization lead tracking communication systems workflows scheduling tools templates business structure This is the back-office support many contractors wish they had—and can now access. What happens to the podcast? This is not truly a goodbye. Instead, it's a pause. In 2026, the podcast will return — under the Cobuildery name. It will still be focused on contractor success, but with new topics that match what contractors need today: How to set up a contractor website that actually converts How to organize your digital tools How to track jobs without chaos How to simplify the business side How to market your contracting business How to build systems that save time and increase profit Same heart. Same mission. New tools. New energy. New chapter. If you've loved this podcast, you'll feel at home when we reopen in 2026. A message to long-time listeners. Some of you have been here since the earliest years of FEA. You've been through slow seasons, busy seasons, business transitions, challenges, and growth. And you've trusted this podcast to walk alongside you. I want you to know that trust means the world to me. You are the reason this podcast exists. You are the reason the next chapter exists. And I hope you'll join me when Cobuildery launches. What you can do next. If you want updates when the new Cobuildery podcast launches in 2026: Stay subscribed — the feed will update when the new show begins. Follow the launch of Cobuildery next year — especially if you need help with website setup, digital systems, or OBM support. I am not leaving the industry. I am simply shifting into a space where I can help contractors more powerfully and sustainably.   Bookkeeping services will not be offered at this time. However, the QuickBooks Online service specifically for contractors will be reintroduced. If you've relied on our bookkeeping support in the past, please know that while this part of the business is closing for now, the QuickBooks Online solutions tailored for contractors will be available again as part of the Cobuildery relaunch.

Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn't actually change product taxability—a common source of reporting discrepancies that trips up many users.SponsorsDigits - https://uqb.promo/digits(00:00) - Welcome to the Christmas Edition (00:59) - QuickBooks Online: New Features and Improvements (01:41) - Account and Settings Updates (02:47) - Banking Feed Enhancements (04:55) - QuickBooks Time Integration (07:04) - Sales Tax Center (17:05) - Modern Reports: New Features (21:03) - Backup and Restore Utility (23:44) - Payroll Agent and Time Tracking (26:25) - Upcoming Classes and Final Thoughts LINKSAlicia's QBO classes related to this episode:Bank Transactions Feed: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Sales Tax: http://royl.ws/SalesTax?affiliate=5393907QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=5393907QBO Payroll and QB Time: http://royl.ws/payroll-perfection?affiliate=5393907Alicia's Running Reports for Advisory class: http://royl.ws/Reports?affiliate=5393907Alicia's Advanced Reporting class: http://royl.ws/advanced-reports?affiliate=5393907Rewind for backups: http://royl.ws/RewindAlicia's upcoming classes: 1099s in QBO, Jan 6: http://royl.ws/QBO1099?affiliate=5393907QBO Year-end Cleanup for Taxes, Jan 13: http://royl.ws/yearend?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

What if the reason your business feels stressful isn't more work, it's how you're handling your money?In this episode, Megan Schwan pulls back the curtain on the financial mistakes almost every solopreneur makes (especially early on) and how to fix them without becoming a numbers nerd.We're talking pricing mistakes, scope creep, avoiding your books, fearing taxes, and why most solopreneurs are unknowingly treating themselves like underpaid employees. Megan breaks down bookkeeping systems, tax strategies, and the Profit First method in a way that actually makes sense, and helps you step fully into the CEO role.If you've ever said, “I'll look at my numbers next month,” this episode is for you.Episode FAQsWhat bookkeeping systems do solopreneurs really need to stay organized?You don't need complicated spreadsheets or expensive tools, but you do need structure. Megan recommends:A real accounting software (like Wave, QuickBooks Online, Zoho Books, or Xero)A mileage and receipt tracking system to capture deductionsA cash flow management system like Profit First to prioritize paying yourself, saving for taxes, and stabilizing cash flowThese systems help you treat your business like a business, not a side project.What's the first step if finances feel overwhelming or intimidating?Start doing your bookkeeping consistently. Megan emphasizes scheduling regular time to work on your business, not just in it. Reviewing your reports and understanding where your money is going builds confidence, clarity, and better decision-making. Avoiding the numbers only makes problems bigger later.How can solopreneurs become more recession-proof?Two big moves:Create a budget so you have a plan for your money and can ask smarter questions when numbers don't match expectations.Save for taxes proactively (about 8–15% of sales) so tax bills don't derail your cash flow or peace of mind.Megan also explains how Profit First helps solopreneurs build “real profit” and spot issues before they become emergencies.

This episode of Corner Booth dives deep into the world of restaurant accounting and financial management for independent restaurant operators. Hosted by Chris Tripoli of RestaurantOwner.com, the discussion features Raffi Yousefian, founder and CEO of The Fork CPAs, an outsourced controller service specializing in restaurants, bars, and nightclubs. The conversation emphasizes the importance of accurate bookkeeping, proper chart of accounts setup, and leveraging technology like QuickBooks Online and Margin Edge to streamline financial reporting.  Raffi shares his journey from early exposure to restaurant bookkeeping to building a firm that now serves over 500 restaurants nationwide. He explains how outsourced controller services provide real-time reporting, weekly financial snapshots, and monthly P&L reviews to help operators monitor prime costs, labor cost management, and occupancy cost percentages. The episode highlights why understanding key metrics such as sales per square foot, guest count tracking, and check averages is essential for optimizing profitability and ensuring long-term success.  The podcast also addresses current industry challenges, including rising labor costs, food cost inflation, and the competitive restaurant marketplace. Topics such as tip credit elimination, service charge models, credit card surcharges, and tip fatigue are explored, along with strategies for maintaining profitability amid rising menu prices and customer pushback. Raffi emphasizes the need for accurate balance sheets, current ratio analysis, and maintaining capital to effectively navigate these hurdles.  Additionally, their discussion underscores the role of technology and operational efficiency in modern restaurant finance. From cloud-based POS systems to inventory management software, operators are encouraged to adopt tools that automate data entry and deliver actionable insights. By focusing on prime cost reporting, weekly snapshots, and sound financial health checks, independent restaurant owners can make informed decisions that drive profitability, enhance the guest experience, and sustain growth in today's fast-changing restaurant industry. 

Shayna Shadowen grew up a third-generation electrical worker, and Jason married into the trade. After years in new construction and eventually running a service company, they discovered a need for better office support in small rural trades businesses. That led to My Office Help—an outsourced back-office and CSR solution built around powerful systems, including multiple CRMs, custom mapping, scheduling, QuickBooks Online bookkeeping, and even AI-powered phone answering. They now help small to mid-sized companies (up to ~10 trucks) handle calls, permits, dispatching, and more so business owners can “do what you do best and let us do the rest.

Send us a textStop guessing your way through sales. We sit down with Carolyn Miller—builder's daughter, top-performing dealer, sales trainer, and CRM implementer—to map a simple path from chaotic follow-up to a clean, scalable system that grows shed and post‑frame sales. Carolyn's Ask, Listen, Solve framework anchors the conversation: ask smarter questions that surface real needs, listen for budget, timing, and site constraints, then solve with a clear next step that moves the deal forward. From there, we translate that human process into technology your team will actually use.You'll hear concrete examples of how a right-sized CRM becomes more than a contact list. We talk automations that text prospects within minutes of a configurator submission, task sequences that keep quotes alive, and post‑delivery check-ins that trigger five‑star Google reviews and referrals. Carolyn shares a client win where automation alone revived a lead the salesperson had written off, turning it into an $800 profit carport sale. We also open the hood on integrations—connecting IdeaRoom or Digital Shed Builder to capture high-intent leads, syncing orders to QuickBooks Online to eliminate double entry, and pushing projects to monday.com so production and delivery stay in lockstep with sales.If your tech stack already feels crowded, this chat will help you make it act like one system. We cover when to use APIs, webhooks, and Zapier, and why a simple front end matters more than a flashy dashboard. Most importantly, we focus on adoption: weekly coaching, tight feedback loops, and small refinements so your team starts the day in the CRM and never loses the thread with a customer again. Ready to replace “winging it” with a repeatable process that frees your time and lifts your close rate? Hit play, then tell us your biggest follow-up bottleneck—we'll tackle it in a future installment. If you find value here, subscribe, leave a review, and share this with a dealer who needs a cleaner system.For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: Shed ProIdentigrowCALCardinal LeasingDigital Shed Builder

Microsoft Excel is more than just a tool in the accounting and finance industry—it empowers individuals to advance their careers by transforming numbers into actionable insights. Despite the rise of specialized software, 89% of finance teams still rely on Excel skills, making it the go-to platform for budgeting, forecasting, reporting, and analysis worldwide.  With Excel still on top, it's crucial to help students master the application before they enter the workforce. Which is why we've launched new specialized Microsoft Office Specialist (MOS) certifications for accounting and finance careers: MOS Excel for Accounting Associate and MOS Excel for Finance Associate. On this episode of the podcast, we sat down with Caroline Dill and Jennifer Johnson to discuss these new exams.  Caroline is a Product Marketing Manager at Certiport, a Pearson VUE business, where she leads global marketing strategies for major clients such as Microsoft and Unity, including the Microsoft Office Specialist program. Before joining Certiport, Caroline held leadership roles in the publishing industry, where she co-chaired major initiatives to strengthen institutional partnerships and expand access to academic research.  Jennifer is a CPA licensed in the state of Texas. She owns and manages a client accounting practice utilizing technology and automation to help clients enact change through information. From 2009 – 2025, Jennifer was a Professor of Instruction at the University of Texas at Dallas, where she taught Accounting Systems, Data Analytics, QuickBooks Software, CPA Exam preparation, and Excel courses. In 2024 Jennifer was named CPA of the Year by TXCPA Dallas, and in 2017 she was named an Outstanding Accounting Educator by TXCPA. Jennifer co-authored six editions of Computerized Accounting with QuickBooks Online. Before joining the University of Texas at Dallas in 2009, Jennifer spent time in both public accounting and industry as an auditor with PwC, an Assistant Controller at a regional financial services firm, and a Finance Manager at Keurig Dr Pepper. Jennifer holds both a BBA and an MS in Accounting from Texas A&M University. During this episode, Caroline and Jennifer discuss trends in the accounting and finance industry, key skills for future professionals to master, and how these new certifications can set individuals apart in the competitive job market. If you're teaching future financial professionals, this episode is for you.  Ready to dive into these new exams? All our information is available here.  Interested in learning from educators like Jennifer? Join our CERTIFIED Academy program. Get all the details here.    Connect with other educators in our CERTIFIED Educator Community here.         Don't miss your chance to register for our annual CERTIFIED Educator's Conference here.     

Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.SponsorsDigits - https://uqb.promo/digits(00:00) - Introduction and Guest Welcome (00:48) - QuickBooks Online Refresh and New Features (02:48) - Banking Feeds Innovations (04:49) - Attachments and Tags in Banking Feeds (06:46) - New Payments Box and Sales Tax Issues (13:10) - QuickBooks Online for Accountants Beta (21:07) - Accountant Users Join Business Network (24:43) - Customer Center Beta Test (25:13) - Introduction to Customer Filters (26:25) - Feedback on the Money Bar (27:53) - New Search Filter Features (28:42) - Customer Status and Types (29:35) - Billing City Filter and Search Bar Issues (32:14) - Customizing Columns and Filters (33:54) - Advanced Transaction Search (38:39) - Upcoming Events and Conferences (41:31) - Conclusion and Final Thoughts LINKSProducts, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsMargie's Free Class Friday:www.akadian.com/lockerroomBUY ALICIA'S NEW BOOK!https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/Companion Course on Royal Wise:https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-BootcampWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode of Mastering eCommerce Marketing, host Eitan Koter sits down with Arthur Glinkin, Co-Founder of SNG Bookkeeping, to talk about something every online brand needs but few truly understand, getting your books right from day one.Arthur shares how he went from selling newspapers as a teen to building a bookkeeping firm focused entirely on eCommerce brands. He explains why messy books can cost you big when it comes to funding, exits, or tax season, and why tools like QuickBooks Online and TaxJar are non-negotiable for keeping things clean and compliant.They discuss common mistakes brands make, how to actually understand your profit and loss, and what to track if you want real clarity on cash flow. Arthur also covers how software can simplify complex sales tax rules across states and how eCommerce owners can use data to make smarter decisions.If you have ever wondered whether your numbers are telling the real story of your business, this episode is worth a listen.Website: https://www.vimmi.net Email us: info@vimmi.net Podcast website: https://vimmi.net/mastering-ecommerce-marketing/ Talk to us on Social:Eitan Koter's LinkedIn | Vimmi LinkedIn | YouTube Guest: Arthur Glinkin, Founder at S & G BookkeepingArthur Glinkin's LinkedIn | S & G BookkeepingWatch the full Youtube video here:https://youtu.be/m156avVLqQUTakeaways:Discipline is key in accounting and bookkeeping.E-commerce bookkeeping presents unique challenges.Sales tax compliance is crucial for e-commerce businesses.Understanding financial statements is essential for decision-making.Clean books are necessary for attracting investors.

Everyone wants to "scale," but here's the truth, growth isn't free.  More sales, more staff, more moving parts… and if you're not careful, less profit and longer hours. Let's talk about what it really takes to grow your business the smart way. Scaling can be exciting, but it can also drain your time, money, and sanity if you don't have a plan for every dollar you spend. You'll learn how to use your numbers to grow strategically, work on your business instead of in it, and make sure your profits grow right along with your sales. Because what's the point of a bigger business if you're still not getting paid?

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

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

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Introduction and Hosts (02:19) - Discussing AI in QuickBooks Online (07:16) - Exploring QuickBooks AI Agents (08:20) - Accounting Agent Deep Dive (25:37) - Bank Reconciliation Enhancements (35:36) - Payments Agent Overview (36:47) - Leveraging Customer Insights for Better Invoicing (37:24) - Maximizing Cash Flow with Late Fees and Reminders (38:09) - Personal Experiences with Payment Agents (50:31) - Finance Agent Overview (01:00:52) - New Navigation Tips and Tricks (01:03:58) - Upcoming Classes and Events LINKSDan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentsAccounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us Firm of the Future ArticlesAgentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/ Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/Accounting Agent Anomaly Detectionhttps://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_USFinance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US Dan and Alicia's Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% offAlicia's classes including the Accounting Agents:New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's Upcoming Classes:Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Dan's AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgentshttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

In this episode, we dive into the often-overwhelming world of building a tech stack for your coaching business! We know the thought of sorting through all the technology options can make your eyes glaze over, but fear not! We break it down into manageable pieces, discussing everything from accounting software to payment processors, calendaring systems, and even email marketing tools. Adding tech to your process should save you time and money, not cause you headaches and cost you cash. Our goal is to help you streamline your processes so you can focus on what you do best – coaching! Are you ready to take your coaching business to the next level? Listen in as we share our personal experiences with different tools and provide recommendations that can help you build a solid tech foundation for a thriving coaching practice.

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

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.SponsorsKeeper - https://uqb.promo/keeperDigits - https://uqb.promo/digits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (01:07) - Current Security Threats in QuickBooks Online (11:58) - Best Practices for Enhanced Security (18:26) - Implementing Backup and Alias Emails (22:01) - Using Limited Access Users and Company ID (25:24) - Best Practices for Admin and User Management (26:24) - Security Measures and Password Management (26:51) - QuickBooks Business Network: Pros and Cons (29:36) - Convenience vs. Security in QuickBooks Features (32:50) - Exploring Third-Party Apps for Enhanced Security (38:16) - Final Thoughts and Call to Action (39:25) - Upcoming Events and Conferences LINKSPrevious episode, Insecurity About Security, Aug 21, 2025: uqb.show/104Forwardly: https://www.forwardly.com/partner-referral?referral_partner_id=66e48de7b273184a62e5ebba&referral_partner_name=Alicia%20PollockSecure your Login SOP Blog: https://www.schoolofbookkeeping.com/blog/safeguard-your-intuit-access-a-practical-sop QB Power Hour On Securing Your Login: https://www.qbpowerhour.com/09-30-25-securing-your-intuit-login Workshop Wednesdays Securing Your Login: https://youtube.com/live/thf5UC3hqc4 Passive Aggressive Income Cohort: https://snip.ly/UnQBAPassAgg Schoolofbookkeeping YouTube: https://snip.ly/SOBYT Products, Services, and Inventory, Nov 11: http://royl.ws/qbo-Inventory?affiliate=5393907QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsWe want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Great leaders don't just give orders, they ask powerful questions! The right question can motivate your team, uncover hidden opportunities, and help you grow your sales and profits faster than ever. Today, we'll talk about how asking, instead of telling, can transform your leadership style. From empowering your team to think for themselves to spotting missed chances for improvement, questions are one of the most powerful tools in your leadership toolbelt. You don't have to be bossy to get results - You just have to start asking better questions.     -----------------------------   CONTACT ME:

Want to grow your profits every quarter?

Send us a textIn this episode, I sat down with Margie Remmers-Davis, founder and CEO of Akadian Accounting Education, to talk about what it really takes to learn QuickBooks Online. If you've ever felt like the ProAdvisor certification didn't actually prepare you to do bookkeeping work, this conversation is for you. Margie shares her incredible journey from stay-at-home mom to bookkeeping educator, and we dive deep into how she's revolutionizing the way people learn QBO and bookkeeping.In this episode you'll hear:How Margie went from a devastating divorce to building a thriving education company that's changing how bookkeepers learnThe truth about the QBO ProAdvisor certificationHow AI is going to change bookkeeping jobs and what you need to know right now to protect your career and stay relevantResources mentioned in this episode:Acadian Accounting Education: https://www.akadian.com"Everything Doc" Guide :https://www.akadian.com/everythingQBO Gym Locker Room: https://www.akadian.com/lockerroomBooks Match: https://www.booksmatch.usMeet MargiePressure is the only way to form diamonds. Margie Remmers-Davis, known as the Aha Queen of Accounting Education, is transforming what many consider a dry, boring subject into something practical, hands-on, engaging, and fun! After an unexpected divorce forced her to start over, she uncovered major gaps in accounting education while rebuilding her career through bookkeeping. Drawing on her background in software training, she founded Akadian Accounting Education, which has since empowered over 20,000 bookkeepers with the confidence, clarity, and skills to thrive. In recognition of its rapid growth and impact, Akadian was named to the prestigious Inc. 5000 list of America's fastest-growing companies.Connect with Margie

SponsorsDigits - https://uqb.promo/digitsAssembly - https://uqb.promo/assemblyAFWA - https://uqb.promo/afwaConverting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.LINKSAlicia's book about Converting from QBDT to QBO: http://royl.ws/QBDT_to_QBO QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907 New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/Hector and Carlos Garcia's Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountantsRightTool.app - mention ROYALWISE for 20% off the Pro versionAttachment Conversion: https://snip.ly/UQAPAttach Payroll and Payments Conversion Blog: https://snip.ly/UBAPayrollDTM QB Power Hour Webinar on Payroll and Attachment Conversions w/ Demo: https://snip.ly/UQAQBPHConversionhttps://www.schoolofbookkeeping.com/ Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1 We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:58) - Understanding Migration vs. Conversion (02:35) - Challenges in Migrating Payroll (05:50) - The Importance of Admin Roles (17:41) - Migrating Attachments (23:04) - Practical Tips for Migration (30:26) - Upcoming Events and Conferences

SponsorsMakersHub - https://uqb.promo/makershubDigits - https://uqb.promo/digitsAFWA - https://uqb.promo/afwaAlicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.LinksIn the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/Slide Deck: https://staticassets.goldcast.io/public_images/organization/c1847aac-670a-476f-9c63-ad93ce43b7eb/PVuaz3W2RbiLBCXnLLir_September2025__ProAdvisor_InTheKnow_Handout.pdfAccounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_usAlicia's Newest Trainings:QBO Bootcamp: http://royl.ws/QBO-Fundamentals-Course?affiliate=5393907New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907Alicia's upcoming appearances:Women Who Count Conference: https://www.afwa.org/women-who-count/Intuit Connect: https://www.intuit.com/intuitconnect/We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding  (00:00) - Welcome to The Unofficial QuickBooks Accountants Pocast (02:04) - ProAdvisor News and Announcements (11:45) - Bill Payment Release Approvals (16:56) - Check Remittance and Faster Payment Options (25:10) - Personal Updates and Upcoming Classes (27:10) - Conference Trifecta and Closing Remarks