Unofficial QuickBooks Accountants Podcast

著者： Hector Garcia CPA & Alicia Katz Pollock MAT
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  • サマリー

  • Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
    @ 2025 Earmark Media LLC
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あらすじ・解説

Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
@ 2025 Earmark Media LLC
政治・政府
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エピソード
  • Intuit’s Annual Investors Report

    Intuit’s Annual Investors Report
    2025/02/20

    Join Alicia and special guest Matthew "Spot" Fulton as they break down Intuit's recent annual stockholder meeting and what it means for accounting professionals. They explore Intuit's early commitment to AI since 2018, massive growth in QuickBooks Online Advanced subscriptions, and the staggering $2 trillion in invoices processed through the platform. Get an insider's perspective on Intuit's five strategic bets and how they're reshaping the landscape for accountants and small businesses alike.

    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:40) - Intuit's Annual Stockholder Meeting Insights
    • (03:29) - Intuit's AI-Driven Strategy
    • (07:59) - QuickBooks Live and Expert Connections
    • (12:23) - Growth and Financial Metrics
    • (17:20) - QuickBooks Online Payroll and Ecosystem
    • (23:20) - Intuit's Cross-Platform Strategy
    • (24:40) - The Future of Mint and Data Acquisition
    • (30:47) - CEO Compensation and Company Growth
    • (34:35) - Upcoming Courses and Community Resources
    • (37:50) - Closing Remarks and Next Steps

    Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

    Links for this episode:

    • Intuit Stockholder Presentation
    • Intuit Webcast Link
    • Parkway’s QuickBooks Online Payroll Tutorial: https://swiy.co/uqap227
    • QB Community Live Facebook Group: https://www.facebook.com/groups/qbcommunitylive
    • QB PowerHour: https://www.qbpowerhour.com/
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
    • QBO Payroll: http://royl.ws/QBO-Payroll
    • QuickBooks Time: http://royl.ws/qbtime
    • Payroll Perfection Bundle (both of these plus Payroll Compliance and Forms with Shannon Theis): http://royl.ws/payroll-perfection
    • https://youtube.com/parkwayinc


    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    38 分
  • Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)

    Redefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)
    2025/02/13

    The sudden shutdown of Bench Accounting in December 2024 left 11,000 business owners without access to their financial data, highlighting the risks of venture-backed automated bookkeeping services. Hosts Alicia Katz Pollock and Veronica Wasek discuss how this pivotal moment presents an opportunity for professional bookkeepers to showcase their value through personalized service, deep expertise, and genuine commitment to client success. They explore how independent bookkeepers can differentiate themselves from automated services while maintaining sustainable pricing models and building lasting client relationships.

    Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

    Links/Apps Mentioned in this episode:

    • Year-end Cleanup and Tax Prep: http://royl.ws/yearend
    • Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
    • Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business
    • QBO’s Banking Center on March 4: http://royl.ws/QuickBooks-Online-Banking
    • https://5mbAcademy.com
    • https://5MinuteBookkeeping.com
    • https://5MBvideo.com
    • https://mavency.com/


    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    46 分
  • Now You Know: Intuit and QuickBooks January 2025 Updates

    Now You Know: Intuit and QuickBooks January 2025 Updates
    2025/02/06

    Alicia explores important improvements to the QuickBooks Desktop-to-Online migration process, including expanded line item capacity and a new pre-migration checklist. Alicia also introduces new offerings like QuickBooks Live Expert Cleanup and the Mailchimp-powered Customer Hub, while previewing an innovative interface redesign that promises to streamline the user experience.

    • (00:00) - Welcome to the Unofficial QuickBooks Accountants podcast
    • (00:39) - Congratulations to OnPay
    • (03:25) - Tags Discontinued
    • (05:00) - QuickBooks Solopreneur Updates
    • (06:48) - Migration from QuickBooks Desktop to Online
    • (10:19) - QuickBooks Live Expert Cleanup
    • (16:58) - QuickBooks Customer Hub Powered by Mailchimp
    • (19:16) - New Recurring Payments Feature
    • (24:11) - Outro and Upcoming Classes

    Send your Questions/Comments (we could read/answer them on air) unofficialquickbookspodcast@gmail.com

    Links Mentioned in this episode:

    • January’s Firm of the Future article: https://www.firmofthefuture.com/product-update/january-2025-mpu/
    • Trump’s Inauguration’s Business funding: https://www.politico.com/news/2025/01/16/trump-inauguration-corporate-donors-004242

    Alicia’s classes:

    • Year-end Cleanup and Tax Prep: http://royl.ws/yearend
    • Converting from QBDT to QBO: http://royl.ws/QBDT2QBO
    • Intro to Bookkeeping and Accounting class on Feb 18: https://royl.ws/intro-to-accounting-for-small-business

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
    続きを読む 一部表示
    27 分

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