Shows
Unofficial QuickBooks Accountants Podcast100th Episode Special!Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.*This episode was live streamed*(00:00) - Welcome to...2025-07-2459 minUnofficial QuickBooks Accountants PodcastThe 20 Things Bookkeepers Should Never Do (Wheel of Rants)Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:27) - Spring...2025-05-1553 minUnofficial QuickBooks Accountants PodcastChart of Accounts (Wheel of Rants)Veronica Wasek joins Alicia for "wheel of rants" to dive into QuickBooks Online's chart of accounts transformation. They explore how Intuit's changes to expand the chart have created both opportunities and challenges for accountants and small business owners alike. The hosts discuss common account types including opening balance equity, undeposited funds, and reconciliation discrepancies, while offering insights on modernizing traditional categories to better reflect today's digital business environment..SponsorsRightworks Rightnow 2025 - https://uqb.promo/rightnow2025 (use code UQB15 for 15% OFF)(00:00) - Welcome to the Show
(00:35) - QuickBooks Online's Chart...2025-04-1049 min
Bookkeepers On FireLedger Life Rocks"What are your thoughts on the QB Ledger option? I was thinking it might be worth trying for couple lasting clients who are still in desktop (my old version as I don't pay for it anymore). For both these clients, I only work on their files 1 or 2x a year.... nothing live, no bill paying etc. Just enter, reconcile, get a report to their CPA’s. So I was thinking QB Ledger might be sufficient for them."Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we...2025-03-0204 min
Unofficial QuickBooks Accountants PodcastRedefining Your Value: Lessons from Bench’s Unexpected Closure (Wheel of Rants)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.SponsorsBluevine - https://uqb.promo/bluevine Settle - https://uqb.promo/settle...2025-02-1351 minUnofficial QuickBooks Accountants PodcastNew Year New LineupAlicia announces exciting changes to the podcast format, introducing four new regular co-hosts who will each lead specialized segments covering QuickBooks news, product deep dives, feature discoveries, and industry discussions. While beloved co-host Hector transitions to focus on his growing ventures with Reframe and RightTool, he'll continue to contribute quarterly updates on the Intuit Enterprise Suite. The new segmented format brings together industry veterans Matthew "Spot" Fulton, Dan DeLong, Margie Remmers-Davis, and Veronica Wasek, each bringing their unique expertise and perspectives to create more focused, in-depth content for listeners.Connect with Matthew "Spot" Fultonhttps://www...2025-01-2212 min
Building the Premier Accounting FirmRewind : I’ve Struggled Like You So Let Me Share My Journey with Veronica WasekJoin us as we revisit this conversation from 2020! As an accounting community we each face similar challenges as professionals starting and building and accounting business. Listen to Veronica as she shares her story and offers advice. As a successful Certified Public Accountant, CPA, she has much to share. Listen as we discuss the back office realities of an accounting business and how the Virtual Bookkeeper’s Roadmap was designed to help fast track everyone’s success to running the premier accounting firm. Your Host: Roger Knecht, president of Universal Accounti...2024-08-3149 min
Bookkeepers On FirePoint a finger at someone and three point back at you!"One of my employees started her own firm and took one of our clients. People have no integrity these days. I think I should notify the rest of my clients, right? How do people sleep at night? Check out the software, apps & training we use in our Bookkeeping Businesses daily, trust the creators and content so that we can recommend. Please consider donating or using these affiliate links. This will help us keep our Podcast Ad Free.We appreciate your support.Venmo for DonationsRightTool for QuickBooks Online - Promo Code...2024-08-0718 min
Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)How to Approach Clean Ups and Diagnostic Reviews For Your Clients with Veronica WasekI interview Veronica Wasek, Founder of VM Wasek and 5MB Academy where she helps bookkeepers and accountants through he videos, resources and her programs. We discuss all things clean ups, how to approach them and what’s the best way to know when you’re done.In this episode you’ll hear:How to approach a diagnostic review on prospects booksHow to leverage your clean up process in sales conversationsRecommended clean up softwares to get the job done easierWhat the expected time frame and average for completing clean upsA...2023-04-1838 min
Accounting InsidersVeronica Wasek, Ep. 7Veronica Wasek is a Shopify accounting pro and the Founder and CEO of VM Wasek. In this episode, Veronica shares with Gary how she successfully started her own business in the midst of the Great Recession, how she became an expert in QuickBooks, and how she uses her talents to help entrepreneurs succeed with their e-commerce ventures. Live from Scaling New Heights, Veronica shares how she uses social media to market her business, her criteria for attracting premium clients, and the tech stack she requires all of her clients to use. List...2022-10-1825 min
Craft Industry AllianceEpisode #176: Courtney CerrutiToday on the Craft Industry Alliance podcast, we’re talking about building a life and career as an artist with my guest Courtney Cerruti.
Courtney is an artist, collaborator and Editor-In-Chief at Creativebug, an online arts and crafts education site. She's authored 5 books, one of which was released earlier this year and is called Make Art Where You Are and her new one, One Color a Day releases in September. She's a new mom but still attempts to do something creative everyday and can be found on Instagram as @ccerruti
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QB Power Hour PodcastQB Power Hour - Niche Nuances - e-CommerceDan and Michelle are joined by Veronica Wasek who decided to specialize in e-Commerce over a year ago. She shares here experiences and learnings of the unique business needs of these types of businesses.Video replay of this webinar is here2020-03-181h 02
Just Wanna QuiltVeronica Wasek talks about Quickbooks, bookkeeping and accounting for quilters and craftersVeronica has a business that focuses on accounting with the creative. She also is the author of https://5minutebookkeeping.com, which is awesome. For more information, go to https://vmwasek.com2020-02-2549 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsJetpack Interview with Veronica WasekAre you looking for a trusted and reliable financial team who care about you, your business, and your vision for your business? ► HOW I CAN HELP YOU ◄ I help owners of modern service-based companies to free themselves from the hassle of dealing with the numbers side of their business. My services include: ♦ Cloud accounting and bookkeeping using QuickBooks Online ♦ QuickBooks Online set up and conversions ♦ Regular QuickBooks checkups ♦ QuickBooks cleanup (from small to colossal) ► CLIENTS I WORK WITH ◄ ♦ Modern service-based companies ♦ Creative and innovative businesses ♦ Veterinarians ► IS THERE VALUE...2019-05-3028 min