Shows
Deduct This With Carrie and LexiHow Going Fully Digital Became a Firm’s Biggest Competitive AdvantageStill buried in paper? Still printing, scanning, storing files, or worrying about security risks in a home office? You’re not alone. In this episode of Deduct This with Carrie and Lexi, business strategist Kari Culumber breaks down how she built a 100% digital, paperless accounting firm, and why modern firms can’t afford not to make this shift.Kari launched her firm at the height of the pandemic and quickly learned that going digital wasn’t just about convenience. With a background in project management and business analysis, she built her practice the way great produc...
2025-12-1038 min
Deduct This With Carrie and LexiWhat Top Talent Actually Wants: How to Recruit and Retain in Today’s Accounting LandscapeCan’t hire fast enough? Losing great people? Feeling the talent pipeline shrinking more every year? You’re not alone. In this episode of Deduct This with Carrie and Lexi, CPA and career strategist Mike Manalac, known online as Mike from Accounting, breaks down exactly what today’s accounting talent is looking for, why they’re leaving, and how firms can evolve to keep their best people.With experience across Big Four, Fortune 500, and high-growth firms, and having mentored hundreds of young accountants, Mike reveals the shifts shaping the modern accounting career and the firms winning...
2025-12-0347 min
Deduct This With Carrie and LexiThe Accidental Entrepreneur: How Joey Albertson Built a Profitable, Family-First FirmWhen COVID hit, Joey Albertson didn't plan to start a firm. She just wanted to help small businesses drowning in chaos. That impulse to serve turned into The Profitability Project and Bookflow, two thriving businesses built on one non-negotiable rule: always be home for dinner.In this episode of Deduct This with Carrie and Lexi, Joey reveals how she turned pandemic panic into a seven-person team that serves clients without sacrificing family time. If you're stuck in the 120-hour burnout cycle, questioning whether you can love accounting again, or wondering if growth means giving up your life...
2025-11-2231 min
Deduct This With Carrie and LexiWhen Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick BosciaEver get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firm’s culture, profitability, and sanity.Nick opens up about:Overcoming the fear of losing revenue when letting go of clientsReviewing the “Five Worst Clients” list weekly to protect team moraleSetting clear expectations to prevent burnout and resentmentHow offboarding the wrong clients made space for the right onesTurnin...
2025-11-0731 min
Deduct This With Carrie and LexiBurnout Isn’t a Badge of Honor: A Tax Pro’s Wake-Up CallWhat if protecting your health wasn’t just a personal priority but a professional strategy?In this powerful episode of Deduct This, CPA and podcast host Randy Crabtree opens up about his own health crisis and the wake-up call it delivered to his career, his firm, and his mindset. If you've ever worn burnout like a badge of honor or felt like stepping back wasn’t an option, Randy’s story will hit home.This isn’t just about wellness, it’s about rethinking how we define value in our firms, how we lead with vulnerability, and how we mod...
2025-10-2937 min
Deduct This With Carrie and LexiScaling Smarter: The Metrics That Actually Matter with Bob WangWhat should you measure to grow a profitable, durable firm without burnout or busywork? In this episode, entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle, how to align pricing and compensation with outcomes, and what buyers look for when valuing firms.You’ll learn:• Why output-based compensation can outperform billable hours• How to align incentives across pricing, team pay, and technology adoption• The balanced scorecard Bob used to reward both volume and quality• Recurring vs. one-time revenue and why retention beats churn for valuation• Red...
2025-10-2232 min
Deduct This With Carrie and LexiThe Human Side of Advisory Tech with Yuri KapilovichWant to scale your firm without losing your sanity or your personal touch?In this energizing episode of Deduct This, CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a “lifestyle firm” with a $2,000 minimum fee, Yuri reveals how he streamlined his practice with cloud-based tools, scaled client value, and preserved the high-touch service his clients love.You’ll learn how to:• Build a modern firm that runs on your sch...
2025-10-1629 min
Deduct This With Carrie and LexiShould You Switch in October? Why Now Might Be the Best Time for Tax ProsShould You Switch in October? Why Now Might Be the Best Time for Tax ProsStill using tax tools that “mostly work”? You might be holding your firm back without realizing it. In this episode of Deduct This with Carrie and Lexi, tax professional and educator Kat Khalandach shares how small, strategic changes can lead to massive wins in efficiency and confidence at work.Kat opens up about:Overcoming the fear of switching systems that already workFinding smarter tools that reduce manual work and save timeWhy October is the p...
2025-10-0820 min
Deduct This With Carrie and LexiBreak the Grind: How to Scale Your Firm Without Burning OutWhat if working less was actually the key to earning more? In this eye-opening episode, business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle, simplify their practice, and scale with less stress, without sacrificing profit.• Why billable hours are broken and what to replace them with• How to shift your mindset from volume to value• The “Knock It Off” list: what habits are keeping you stuck• Real-world examples of CPAs who cut 40+ hours from their week• Smart pricing strategies that align with your worth and...
2025-10-0238 min
Deduct This With Carrie and LexiWhere AI Helps and Where It Still Intimidates Us with Steven GabrielsenAre you curious how real tax pros are using AI in their firms today and where they're drawing the line? In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his practice. What you'll learn:Steven's journey from early adopter to AI advocate, and what tools actually delivered ROIHow automation is reshaping tax prep, bookkeeping, and client communicationReal talk: where AI still feels ri...
2025-09-2440 min
Deduct This With Carrie and LexiThe Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax PracticesDiscover why subscription-based pricing and AI aren’t just buzzwords; they’re the keys to building a resilient, growth-oriented tax practice. In this in-depth interview, tax strategist Chris Picciurro walks you through:His pivot from hourly billing to a subscription model inspired by client feedbackHow predictable monthly revenue powers better cash flow, deeper client relationships, and a talent-friendly workplaceReal-world pricing hacks: setup fees, tiered services, and boundary-driven availability that clients lovePractical AI uses: drafting client emails, transcribing calls, and building a custom ChatGPT channel for on-demand tax researchStep-by-step advice for starting small, involving your best clients firs...
2025-08-2544 min
Deduct This With Carrie and LexiRunning Your Practice from Paradise: Remote Success with Randy HughesTake Your Firm Anywhere: Remote Work Success with ProConnect TaxJoin Randy Hughes, CPA, EA of Counting Pennies LLC, as he reveals how he’s run a thriving U.S. tax practice from Jamaica for nine years, no office required.In this episode, you’ll learn how to:Choose the right cloud technology to keep your team productive wherever you areBuild discipline and structure in a home-office environmentMaintain data security and client trust with transparent communicationLeverage ProConnect Tax and QuickBooks Online for seam...
2025-08-0933 min
Deduct This With Carrie and LexiNavigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia RodriguezUnlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, what’s brand-new, and what’s enhanced and shows you how to:Spotlight new deductions (up to $25K for qualified tips, $12.5K for overtime pay, and $10K in auto-loan interest)Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizersCommunicate urgent deadlines (EV credits by Sept 30, 2025; energy credits by Dec 31, 20...
2025-08-0125 min
Deduct This With Carrie and LexiMake The Switch This Off-Season to ProConnect TaxThembi Mlalazi, founder of AccTaxAdvisor CPAs, used the “off-season” to rethink her entire practice, from client experience to internal workflows, and emerged with a streamlined, cloud-based system that empowers both her team and her clients.In this episode, you’ll discover:Why off-season reflection matters: How Thembi gathers client feedback, reviews what worked (and what didn’t), and plans for growth.The game-changing ProConnect features: Built-in e-signatures, secure client portals, and remote access that keep your workflow moving, no downloads required.Effortless year-round advisory: See ProConnect Tax auto-identifies planning...
2025-07-2721 min
thinkfuture: technology, philosophy and the future1101 REVIVE SALES LEADS WITH AIConnect with Tamara: https://leadreviver.proConnect with Chris: https://thinkfuture.substack.com---In this episode of thinkfuture, host Chris Kalaboukis talks with Tamara, founder of Lead Reviver, about how artificial intelligence is reshaping sales, lead generation, and the way we build customer relationships. With a no-nonsense approach and a deep passion for staying ahead of the AI curve, Tamara shares her journey and the mission behind her AI-powered sales solution.Tamara's company, Lead Reviver, helps businesses solve one of the biggest problems in sales: consistent, timely, and personalized lead follow-up. Using AI, her platform engages prospects intelligently, gathers qualifying information...
2025-07-0931 min
Deduct This With Carrie and LexiWhat’s Next After Filing Season? One Firm’s Plan to Grow SmarterWant to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she:• Specializes in creative industries (music, photography, film) to fuel referral growth• Packages services for year-round advisory, not just seasonal tax filings • Leverages ProConnect Tax and Intuit Tax Advisor to automate compliance and generate client-ready strategies• Operates a 100% remote, women-led firm with cloud workflows in QuickBooks Online• Balances fair pricing by adjusting fees based on actual service levelsWhether you’re a solo practitioner or building a...
2025-06-2531 min
Deduct This With Carrie and LexiTrain Fast, Grow Faster: How Top Firms Onboard for ScaleTraining new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a more effective onboarding system using automation, microlearning, and a thoughtful human touch.You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax helped standardize their approach with a simple interface and consistent prep tools.If you're hiring for the next season, now is the time to build systems that scale.Ready to onbo...
2025-06-1124 min
Deduct This With Carrie and LexiReset and Refocus After Tax SeasonIn this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control.We talk about how to clean up client handoffs, create space for planning, and prioritize efficiency without overcomplicating your workflow. If you're searching for a better season reset, this one’s for you.Intuit Professional Tax Software helps solo tax and accounting professionals handle hi...
2025-06-0319 min
Deduct This With Carrie and LexiHow I Built My First Planning PackageThinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory.She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue, simplified operations, and even made space for a four-day workweek.If you want to make advisory services part of your core offering, this episode will help you move from ideas to action.
2025-06-0329 min
Unofficial QuickBooks Accountants PodcastMay 2025 QuickBooks Online UpdatesAlicia delivers a complete rundown of Intuit's May 2025 announcements from both "In the Know" and Firm of the Future. QuickBooks Bill Pay now offers same-day payments and check image viewing, while Enterprise Suite introduces multi-entity dashboards with consolidated reporting across companies. Notable updates include annual QuickBooks Ledger billing, Intuit Connect registration opening May 28th, and third-party app management improvements allowing all admins to manage integrations.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(02:29) - Upcoming Webinars and...
2025-05-2225 min
Thank Dog We Made ItAdvanced Measuring Techniques for Pattern Designers✨ Episode SummaryYou measure carefully, sew everything beautifully — and somehow, the coat still doesn’t fit right.Sound familiar? You’re not alone.In today’s episode, I’m sharing how basic measurements like neck, chest, and back length only tell half the story — and why adding a few extra steps to your measuring process can completely transform the fit, comfort, and adaptability of your designs.Whether you’re making simple coats or developing more advanced patterns, this episode will help you see why better measuring is the key to better design.Why most dog wear fit issues aren't caused by...
2025-04-2909 min
Unofficial QuickBooks Accountants PodcastMarch 2025 QuickBooks Online UpdatesAlicia and Matthew break down the March QuickBooks updates, including the game-changing tap-to-pay feature for iPhones that eliminates the need for card readers while reducing transaction fees. They explore the upcoming ProAdvisor certification season with its $250 weekly prize drawings, and discuss QuickBooks Payments' expanded third-party integrations with over a thousand apps.SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)Settle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:55) - Exciting Cleanup Job Success Story
(03:51) - ProAdvisor Training Opportunities
(06:42) - MailChimp Training...
2025-03-2840 min
クリエイターの自由戦略＃1 会社員とフリーランス、どっちが幸せか？あなたは、今の働き方に満足していますか？ 会社員としての安定した生活に魅力を感じる人もいれば、フリーランスとして自由に働くことに憧れる人もいますよね。でも、実際のところどっちが「幸せ」なのか？ 今日は、会社員とフリーランスの働き方を比較しながら、それぞれのリアルな実態について深掘りしていきます！【参考文献】リクルートマネジメントソリューションズ 『20～30代正社員の労働時間についての実態と意識 長時間労働に関する実態調査』https://www.recruit-ms.co.jp/research/inquiry/0000000583/?utm_source=chatgpt.coフリーランス協会 『フリーランス白書2024』chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://blog.freelance-jp.org/wp-content/uploads/2024/03/whitepaperFreelanceSurvey2024.pdfマイナビ キャリアリサーチLab 『フリーランスの意識・就業実態調査2024年版』 https://career-research.mynavi.jp/reserch/20241021_86947/Waris（ワリス） 『活躍フリーランスの幸せ度実態調査』chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://waris.co.jp/data/pdf/170530_Waris_report.pdf?utm_source=chatgpt.comPR TIMES 『「フリーランスの幸福度は会社員の1.67倍」ProConnectがリサーチ結果を発表』https://prtimes.jp/main/html/rd/p/000000032.000042825.html?utm_source=chatgpt.com
2025-02-2418 min
Unofficial QuickBooks Accountants PodcastDecember Updates: Bill Pay Discounts, AI Features, and QuickBooks Live ChangesHector and Alicia dive into the latest QuickBooks updates from December 2024, including new ProAdvisor discounts for Bill Pay Manager and the rollout of Intuit Assist's AI-powered billing features. They explore the practical implications of these changes, with Hector raising important security considerations about the new email-to-bill functionality.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settleTeamUp - https://uqb.promo/teamup(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(01:33) - QuickBooks Online Bill Pay Manager Updates
(05:29) - ProConnect Tax Enhancements
(09:24) - Intuit Assist and AI...
2025-01-0941 min
CX In The WildAI and the Future of Tax Professional ServicesSend us a textIn this episode of CX in the Wild, we explore how tax professionals are moving beyond traditional tasks to deliver greater value for their clients. Joining us from Las Vegas, Carrie Hammond from Intuit shares how cloud technology, AI, and real-time collaboration are transforming tax firms into trusted advisors.We discuss how tools like ProConnect Tax are helping firms access the best talent, automate processes, and deliver insights that truly matter to clients. This conversation uncovers the ways technology is making complex work simpler and enabling deeper connections between firms and...
2024-12-2029 min
CX In The WildAI and the Future of Tax Professional ServicesSend us a textIn this episode of CX in the Wild, we explore how tax professionals are moving beyond traditional tasks to deliver greater value for their clients. Joining us from Las Vegas, Carrie Hammond from Intuit shares how cloud technology, AI, and real-time collaboration are transforming tax firms into trusted advisors.We discuss how tools like ProConnect Tax are helping firms access the best talent, automate processes, and deliver insights that truly matter to clients. This conversation uncovers the ways technology is making complex work simpler and enabling deeper connections between firms and...
2024-12-2033 min
Big Access PodcastSystem SurveyorWelcome to another episode of the Big Access Podcast! In this episode, Brach is joined by Tradd Kendrick from System Surveyor as they sit down for a conversation during the latest ProConnect Roadshow event. System Surveyor is a powerful system design tool that provides a mobile-first approach to site walkthroughs and design. Using System Surveyor, PDK partners can increase efficiency, flexibility, and on-the-go management when creating an access control system.The Big Access Podcast is an informative podcast created by PDK to make sure t...
2024-12-0610 min
Unofficial QuickBooks Accountants PodcastQuickBooks Online October 2024 UpdatesHector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share their thoughts on the upcoming Intuit Connect conference and its significance for QuickBooks professionals.SponsorsIgnition - https://uqb.promo/ignitionCoefficient - https://uqb.promo/coefficientArtiffex - https://uqb.promo/artiffexSend your Questions/Comments (we could read/answer them on air...
2024-10-171h 04Big Access PodcastAccess and Integrated IntercomsIn this week’s episode, Brach was joined by a familiar face for the Big Access Podcast: MyDoorView’s co-founder, Jeff Santeramo. Sitting down for a conversation at the Phoenix ProConnect event, they talked all about the uses and benefits of video intercom systems.Video intercoms are a two-way communication device allowing visitors to be screened before they can enter a space. With video intercom capabilities, you have the ability to see the visitor requesting entry and speak to them without physically meeting them at the door.
2024-10-1114 min
Dental Hygiene BasicsMentorship with RDH Pro ConnectAre you looking for a mentor to guide your dental hygiene journey? Look no further! Whether you're applying to programs, are currently in hygiene school, or are a new graduate, this week's guest, Christine Phillips, and I have a passion for being a mentor to aspiring and registered dental hygienists. Christine is a hygiene coach and the founder of RDH Pro Connect. She applies her years of experience to empower and build better hygienists. You can find more info on her website HERE.Want a question answered on the show? Fill out the DHB Questionnaire HERE. Transcripts...
2024-10-0227 min
XY MagazineVotre identité numérique gérée par l'Etat
Votre identité numérique gérée par l’Etat. L’Etat a décidé d’accélérer et multiplie les initiatives depuis quelques mois. Il annonce maintenant PRO CONNECT pour les agents de la fonction publique et les salariés.
J’ai déjà produit plusieurs article sur France connect ou les identités numériques souveraines avec France identité.
Le projet a pris du retard et ne couvre pas tous les besoins. Actuellement seules les démarches des citoyens privées sont gérés. Il manque une brique très importante, l’identité numérique unique...
2024-09-3000 min
XY MagazineVotre identité numérique gérée par l'Etat
Votre identité numérique gérée par l’Etat. L’Etat a décidé d’accélérer et multiplie les initiatives depuis quelques mois. Il annonce maintenant PRO CONNECT pour les agents de la fonction publique et les salariés.
J’ai déjà produit plusieurs article sur France connect ou les identités numériques souveraines avec France identité.
Le projet a pris du retard et ne couvre pas tous les besoins. Actuellement seules les démarches des citoyens privées sont gérés. Il manque une brique très importante, l’identité numérique unique...
2024-09-3000 min
Jason On Firms Podcast302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)⚒️ Apps mentioned today (let me know if I missed any)Drake for tax prep https://www.drakesoftware.com/Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-csCCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/taxLacerte https://accountants.intuit.com/tax-software/lacerte/Intuit ProConnect for tax prep https://accountants.intuit.com/Pitbull for tax resolution https://www.pitbulltax.com/Canopy for tax resolution https://www.getcanopy.com/tax-resolutionRC Reports for reasonable compensation studies https://rcreports.com/Corvee for tax advisory https://corvee.com/TaxPlanIQ for...
2024-08-1335 min
BCN NewsPrepare for Tomorrow: How Intuit ProConnect Tax Eases the Burden of 2025 Tax Changes and Staffing ChallengesKarl is always talking to subject matter experts about how they can help companies grow. Karl had a great conversation with Jim Buffington, a leading expert in future-ready tax software and innovative accounting technology with Intuit, and gave some amazing insights on how ProConnect Tax, is the ONLY professional tax software with built in-tax advisory and insights, that empowers the industry with digital tax strategies and compliance solutions for new laws.Tax firms are currently encountering significant challenges, including ongoing staffing shortages and the complexities of preparing for 2025 tax policy changes. These combined pr...
2024-05-3127 min
Unofficial QuickBooks Accountants PodcastQBO New Features: February 2024Hector and Alicia discuss the new features released in February 2024 for QuickBooks Online. They go over enhancements to payroll, time tracking, bank feeds, tax return importing, and more. They also talk about upcoming changes to HR services and share what they are working on in their own businesses.SponsorsClient Hub- https://uqb.promo/clienthub(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast
(01:54) - New QuickBooks Online Features February 2024
(02:18) - Deep Dive into QuickBooks Online Payroll and QuickBooks Time
(08:40) - Share Documents in QuickBooks Online Payroll
(09:33) - Discussion on Intuit's HR Partners
(15:34...
2024-02-2234 min
Accounting High178 Recognizing Patterns of Fear in Accounting (feat. Jackie Meyer, CPA)Episode 178
FACULTY: Jackie Meyer, CPA
CLASS: #TheGuide
TITLE: Recognizing Patterns of Fear in Accounting
In this podcast episode, Scott interviews Jackie Meyer, CPA, the Founder of TaxPlanIQ.com, TaxPlanningMasterclass.com, and Certified Concierge Accountant mastermind classes. Jackie shares her path to becoming an accountant and her involvement with the Intuit Tax Council. The episode delves into the dynamics of visionaries and integrators, along with the distinctions between being a coach and a counselor.
Introducing Jackie
How Jackie Became an Accountant
Exposure to poor leadership in the accounting field
Jackie's journey from starting a CPA practice to selling it
The e...
2023-10-1557 minAccounting High175 Keep it Simple and Let Your Mind Rewind (feat. Randy Johnston)Episode 175
FACULTY: Randy Johnston
CLASS: #TechTime
TITLE: Slow Down and Let Your Mind Rewind
In this podcast episode, Scott interviews Randy Johnston, a well-known programmer and Co-Founder of K2 Enterprises. Randy shares insights into the evolution of technology, from twenty pound portable computers to A.I. search engines as well as their impact on the accounting and creative spheres.
Randy Johnston, Co-Founder of K2 Enterprises, is introduced
His early involvement with accountants and technology
The evolution of technology, twenty pound portable computers to A.I...
2023-09-241h 03
Earmark Podcast | Earn Free Accounting CPEFinances Uncovered: Empowering OnlyFans Creators with Expert AccountancyBlake Oliver is joined by Katherine Studley and Jim. Katherine and Jim specialize in helping OnlyFans creators and sex workers with their accounting and tax needs. They discuss the unique challenges facing these clients, as well as the common misconceptions and stereotypes surrounding the industry. Katherine shares how she built her business through TikTok and Instagram, and Jim explains how their pricing structure and hiring practices have contributed to their success. Tune in to learn more about this fascinating and underserved niche in the accounting world.Sponsor Check out our Sponsor LiveFlow — Advanced Financial Re...
2023-06-2853 min
Accounting HighABC07 Tournament LIVE Selection Sunday SpecialRecorded LIVE March 12, 2023
follow along with the full brackets here
After receiving thousands of nominations for the Accountant Bracket Challenge "ABC March Appness" aka ABC Tournament, we compiled all the results and split everyone up into 2 major categories, Accountant Applications and Accountant Education. From there, we continued to categorize the top nominated platforms into 4 Regions, 8 Brackets with 8 teams all competing for best in class in their respective brackets to advance to the Sweet Sixteen, plus a bonus 8 team Tax Bracket
Here's a list of all the categories, regions, and brackets!!...
2023-03-141h 22
The ProMarketer PodcastFreedom to Grow in Accounting Services with Caleb JenkinsYou might have someone on your team with an incredible knack for tax and accounting services. They love engaging with clients, are a whiz with numbers, and pick up new projects faster than you can lay them down. (If a name came to mind, read on…) How can you make space for them to fly? In this episode, Caleb Jenkins from RLJ Financial Services and Nate Hagerty (TaxProMarketer CEO) share how to give your employees the freedom to grow. At age 16, Caleb became the youngest certified QuickBooks ProAdv...
2022-09-2241 min
Earmark Podcast | Earn Free Accounting CPEThe path towards advisory in tax with Jorge Olavarrieta and Minal BabariaThanks to our Sponsor!Accountests: https://www.accountests.com/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appIntuit's The Path to Advisory white paper https://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/Connect with Our GuestsJorge Olavarrieta, VP of Product Management and Design at Intuit https://www.linkedin.com/in...
2022-06-1348 min
Right from UsHealthcare Hero to Healthcare ZeroNobel Prize Winner Warns Vaccines Facilitate Development of Deadlier COVID Variants, Urges Public to Reject Jabshttps://thenewamerican.com/french-nobel-prize-winner-warns-vaccines-facilitate-development-of-deadlier-covid-variants-urges-the-public-to-reject-jabs/CDC Hides Study re Masking Studentshttps://creativedestructionmedia.com/news/2021/08/21/cdc-buries-study-finding-that-student-masking-has-no-statistically-significant-benefit/Families Are Fleeing Government-Run Schoolshttps://reason.com/2021/08/27/families-are-fleeing-government-run-schools/?utm_source=wnd&utm_medium=wnd&utm_campaign=syndicated47 Studies confirm masks ineffective. 32 confirm negative health effectshttps://www.lifesitenews.com/news/47-studies-confirm-inefectiveness-of-masks-for-covid-and-32-more-c...
2021-08-291h 11
KontrolrummetHikvision v/John ØrnebjergHikvision - mere end bare et kameraI dette afsnit kommer vi vidt og bredt, når vi dykker ned i Hikvision og deres lav-lys kameraer ColorVu som performer med et farvebillede ved ganske lidt lys, vi hører om deres PanVu kameraer som er multi-sensor kameraer med 2 eller flere optikker. Vi kaster os ud i termiske kameraer, men summerer det hele op i en god snak om analyse, regler og hvordan man kan bruge BI (business intelligence) og AI til at styre kø og flow igennem butikker.Vi snakker også deres alarm og intercom (porttelefoni), en lill...
2021-08-2353 min
The Accounting PodcastDavid and Blake Miss the Mark on PPPSponsorsOnPay: https://cloudaccountingpodcast.promo/onpayClockShark: https://cloudaccountingpodcast.promo/clocksharkSynder: https://cloudaccountingpodcast.promo/synderShow Notes 3:31 - Apps We Love: November 2020 – Our Favorite Podcastshttps://www.cpapracticeadvisor.com/firm-management/article/21162856/apps-we-love-november-2020-our-favorite-podcasts7:06 - Listeners let us know - sometimes, we miss the mark, especially when it comes to tax, audit, and even our favorite subject - PPP 11:19 - Mnuchin's Stimulus Includes Business Protections | PYMNTS.com https://www.pymnts.com/economy/2020/mnuchin-916-billion-dollar-stimulus-plan-includes-business-protections/ 13:42 - BeachFleischman names Majchrza...
2020-12-1650 min
Working Capital Commercial Real EstateCross-Border Real Estate Investing with Chris Picciurro|EP27Chris Picciurro has been a CPA for more than 20 years, and spent the last 16 years as founder and executive officer of Integrated CPA Group. Since 2003, Integrated CPA Group has grown from a small, one-office operation to a multi-state firm servicing well over 3,000 clients. He is a member of the ProConnect™ Tax Customer Council. In this episode, we take a deep dive into the tax and liability issues in real estate. Topics include foreign investors investing in the US, LLC formation, tax planning and growing your real estate assets. Enjoy. Resources and Links: htt...
2020-11-1149 min
The VOHeroes Podcast0031: How This Pro Member's Journey May Be Different From YoursREQUEST: Please join this video's conversation on VOHeroes.com, where the comments are moderated and civil: https://voheroes.com/how-this-pro-members-journey-may-be-different-from-yours/Hey there, hero!I want you to meet our newest Pro.He has some challenges in his life that are probably unlike any you might have, but he's on it, and doing things to meet these challenges.Once you meet him, please welcome him in the private ProConnect group, and take a moment to be inspired by his dedication - especially when the fatigue of being a performer begins to get...
2020-11-0810 min
The Accounting PodcastAccounting for CoronavirusSponsorsClockShark: https://cloudaccountingpodcast.promo/clocksharkSplashtop: https://cloudaccountingpodcast.promo/splashtopBQE Succeed: https://cloudaccountingpodcast.promo/bqesucceedShow Notes02:57 Shark Tank host Barbara Corcoran loses $400,000 in a scam - CNN04:55 Email Scammers are Savvier, and More Successful than Ever - WSJ07:51 Los Angeles is now the least affordable housing market - Housing Wire10:59 SEC and PCAOB offer potential relief for audit firms in China amid coronavirus - Accounting Today11:49 Under Armour is Investigated for Accounting Fraud - Yahoo! Finance12:58 Intuit confirms that it is buying Credit Karma for $7.1B in cash and stock – TechCrunch13:23 TurboTax's Bi...
2020-03-0354 min
The Accounting PodcastTax Software Ranked & Summit Hosting RansomwaredSponsorsG-Accon: http://cloudaccountingpodcast.promo/gacconOnPay: http://cloudaccountingpodcast.promo/onpayBQE Core: http://cloudaccountingpodcast.promo/coreShow Notes00:50 – More Super Bowl earworms here | Ad Age01:34 – Last week's discussion on tax-prep confidence levels03:54 – Fake news or worthwhile information? You decide! | Business Insider06:38 – More helpful journalism from Biz Insider's Eric Rosenberg | Business Insider10:09 – Which tax software is the best for firms? | CPA Trendlines11:53 – Intuit ProConnect expands their tax professional ecosystem | Silicon Valley Daily12:35 – No news is no news when it comes to the Summit Hosting outage, but we're covering it!20:06 – As per usual, Reddit users have something to say about Summit | R...
2020-02-0353 min
The Accounting PodcastRansomware attacks continue!Sponsors BQE CORE: http://cloudaccountingpodcast.promo/coreShow Notes00:08 – Blake and David talk politics for a brief moment in time ... 00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way.01:24 – Yang's take on "reality TV" style elections |The Hill02:04 – What it takes to hit the debate stage | NYTimes04:34 – The ransomware wars go mainstream, when the latest attack on QuickBooks hits "action" news channels, like News 6 in Orlando | ClickOrlando.com06:49 – Hackers are buying kits designed to specifically target QuickBooks Desktop data files | Healthcare Info Security07:30...
2019-08-1043 min
The Accounting PodcastAnother AI Startup Aims to Eliminate AccountantsSponsorXero: http://cloudaccountingpodcast.promo/joinxeroShow Notes00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA!02:29 -- We got another review! Click here to leave a review on iTunes.03:25 -- Canopy releases professional tax prep software | Accounting Today — Practice management software developer Canopy announced general availability Tuesday of Tax Prep, its professional tax preparation software.08:10 -- Poll: What Percentage of your Firm’s Revenue Comes From Advisory Services? | Tax Pro Center | Intuit ProConnect10:37 -- @TheBig4Accountant: "I still have no idea what advisory does" | Twitter 😂13:54 -- Lawmakers expecte...
2019-06-1140 min
The Accounting PodcastCongrats to the Top 50 Women in Accounting! Also, details on Intuit’s “Expert Connections” test, how many accounts you should have in your CoA, and moreShow Notes00:10 -- Top 50 Women In Accounting 2018 — Practice Ignition — The winners ranked among the highest on an “anonymised scoring system which took into account the communication of professional and community achievements.” Check out Madeline Pratt’s Facebook Live panel discussion with nine of the winners which is also available on the Finding Fearless podcast.02:48 -- Intuit Expert Connections — Intuit ProConnect — Thanks to one of our listeners for sending over a link to this “still in concept phase” offering for tax professionals. The idea, according to Intuit, is to help you “easily find and hire Intuit-screened accounting professionals to sup...
2019-03-1036 min