Best Proadvisor Podcasts (2024)

1
Intuit's FY 2024 Earnings 46:19

5h ago46:19

46:19

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …

1
Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37

5h ago37:37

37:37

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…

1
08.27.2024 - Reconciliation Best Practices and Tips 59:26

38m ago59:26

59:26

Matthew Fulton joins us for what looks to be shaping up as a series on Bank Feeds, but we will begin at the end - Reconciliation and look at Best practices when reconciling Bank and Credit Card accounts and discuss some tools that will help make this critical process much smoother. QB Power Hour is a free, biweekly webinar series for accountants, P…

1
QBO Payroll Updates August 2024 1:01:01

7d ago1:01:01

1:01:01

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…

1
Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06

3h ago36:06

36:06

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…

1
Artificial Intelligence Part 1 45:12

14d ago45:12

45:12

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…

1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

9d ago46:50

46:50

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…

1
08.13.24 - QBO Updates 58:43

2h ago58:43

58:43

Michelle and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the indust…

1
QuickBooks Karma? Financing Your Estimates 49:03

5d ago49:03

49:03

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…

1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

6d ago40:46

40:46

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…

1
07.30.24 - MakersHub Platform Updates 58:26

28d ago58:26

58:26

The folks from MakersHub.ai joins us to give us some updates on their platform. What they have been working on and a sneak peak into what's in store for the future. It's a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop. Learn More about MakersHub here: https://di…

1
Outsourcing Overseas 38:58

28d ago38:58

38:58

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to…

1
Episode 89 - The Complexities of Expense Management with the CEO of Fyle - The Woodard Report Podcast 30:39

13d ago30:39

30:39

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit…

1
QBO New Features July 2024 56:55

1M ago56:55

56:55

In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing fea…

1
Matching Bank Transactions 43:38

1M ago43:38

43:38

This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accur…

1
07.16.24 - QB News and Updates 53:28

1M ago53:28

53:28

Michelle is off today, so she can spend quality time with her first Grandbaby!! Matthew Fulton and Dan discuss the most recent updates to QB Online and tackle some common questions that occurred in the QB Power user FB Group QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants p…

1
QuickBooks Price Increase 1:01:10

2M ago1:01:10

1:01:10

This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. …

1
QuickBooks Classes vs. Locations vs. Tags 56:25

2M ago56:25

56:25

This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple S…

1
Modern Report View Updates in QuickBooks Online 1:00:28

1M ago1:00:28

1:00:28

Dan and Michelle will be discussing the Modern View vs the Classic View changes coming to reports updates. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that int…

1
QuickBooks June 2024 Updates 40:48

2M ago40:48

40:48

In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences a…

1
Desktop App for QBO 48:11

2M ago48:11

48:11

In this episode, Hector gives Alicia a tour of the QuickBooks Online desktop app, highlighting its features and benefits for users transitioning from QuickBooks Desktop. They discuss the app's customizable navigation, ability to have multiple tabs and windows open simultaneously, and the new split-screen view feature. Hector and Alicia also compare…

1
Accounting Conferences 1:07:02

2M ago1:07:02

1:07:02

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on welln…

1
Is QuickBooks in Beta? 52:02

2M ago52:02

52:02

In this episode, Hector and Alicia discuss the challenges posed by QuickBooks Online's frequent version control changes and how they impact educators, users, and developers. They propose solutions such as reviving QuickBooks Labs to allow users to opt-in to beta features and creating stable and cutting-edge release options for users to choose from.…

1
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

2M ago44:15

44:15

On this show, Joe and Heather talk about the evolving nature of bookkeeping and its future, alongside discussions on Heather's recent conference travels. Here are a few key points from their conversation: The Future of Bookkeeping Adapting to Industry Changes Personal Reflections and Predictions Heather's Conference Insights This episode is a deep …

1
06.04.24 Liberation from Data Entry 1:00:49

3M ago1:00:49

1:00:49

Dan and Michelle will delve into the challenges posed by traditional accounting practices heavily reliant on manual data entry. We will explore the impact of this drudgery on productivity, job satisfaction, and client relationships. The session aims to set the stage for understanding the necessity of change and the potential benefits that come with…

1
QBO New Features May 2024 47:33

3M ago47:33

47:33

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with…

1
Episode 87 - Nicole Davis' Journey in Accountancy - The Woodard Report Podcast 25:52

3M ago25:52

25:52

On this show, Joe speaks with Nicole Davis. Nicole is a practioner who lives in your world every day doing tax and accounting work as a firm owner dealing with all the same struggles you deal with. She has an truly inspiring story to tell about her life as an accountant. About Nicole Davis: Nicole (Butler) Davis is the founder and CEO at Butler-Dav…

1
A Deep Dive Into Bugs, Features and More 36:21

3M ago36:21

36:21

In this episode, Hector and Alicia provide an inside scoop on the latest QuickBooks Online bug fixes, including resolved issues with report drill-downs and report grouping. They explore recent enhancements to modern reports like filtering by inactive accounts and custom fields. The duo also dives into the new recurring invoice experience and its st…

1
QuickBooks' New Invoice "Experience" 53:53

3M ago53:53

53:53

We'll be discussing the Modern View vs the Classic View changes coming to the Invoice experience updates. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that inte…

1
Tackling the Tax Deadline Madness 23:57

4M ago23:57

23:57

On this episode, Hector and Alicia introduce a new segment called "Rant Off" where they spin a wheel to randomly select a topic to rant about for 20 minutes. The topic lands on tax deadlines, leading Alicia to express frustration over the intense workload during tax season and suggest alternatives like staggered filing dates. Hector provides potent…

1
Episode 86 - Why don't Accountants love selling? - The Woodard Report Podcast 33:19

3M ago33:19

33:19

On this show, Heather speaks with Amy Franko about her journey and insights as a sales strategist. Amy is an expert in modern sales and author of the best-selling book The Modern Seller. About Amy Franko: Amy Franko helps organizations transform sales culture, ignite sales growth, and build high-impact leaders through her strategic selling programs…

1
What Intuit Gets Right 51:52

3M ago51:52

51:52

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The ho…

1
QB Live Assisted Updates 57:14

3M ago57:14

57:14

Dan and Michelle discuss the recent announcements in Intuit's QB Live Offering and unpack the Good, The Bad, and the Ugly. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks a…

1
QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective 50:06

3M ago50:06

50:06

In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a…

1
Episode 85 - SPECIAL EDITION on Non-Compete Agreements - The Woodard Report Podcast 52:12

4M ago52:12

52:12

On this show, Heather and Joe speak about the recent FTC ruling banning non-compete agreements and its implications for the accounting and broader business sectors. Here are the main points discussed: Here are a few key points from their conversation: FTC's Ban on Non-Compete Agreements — As of April 24, 2024, the FTC has banned non-compete agreeme…

1
Mastering Journal Entries in QuickBooks Online 52:52

4M ago52:52

52:52

In this episode, Hector and Alicia delve into using journal entries in QuickBooks Online, outlining when they're appropriate and when to avoid them. They offer insights into accounting workflows such as depreciation, tax adjustments, job costing, and class allocations. They also highlight advanced techniques like the adjusting entry checkbox and ut…

1
Episode 84 - Cannabis Accounting with Naomi Granger and Bruce Anderson - The Woodard Report Podcast 35:37

4M ago35:37

35:37

On this show, Heather speaks with Naomi Granger and Bruce Anderson about the cannabis industry from a financial and regulatory standpoint. About Naomi: Naomi Granger, CPA, MBA, is a seasoned accounting professional with over 18 years of experience, who has dedicated the last seven years to serving the cannabis industry exclusively. Naomi's passion …

1
04.23.24 MakersHub: Making AP Unbelievably Enjoyable 54:39

4M ago54:39

54:39

Charlie and Phong, co-founders of MakersHub.ai joins us to demonstrate a new, simple, and very powerfully robust AP and Receipt Management tool that works bi-directionally with QuickBooks Online AND Desktop QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michel…

1
Is QuickBooks Online Advanced a Worthwhile Investment for Your Business? 54:26

4M ago54:26

54:26

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing,…

1
Episode 83 - Interview with Kelly Richmond Pope - The Woodard Report Podcast 36:49

4M ago36:49

36:49

On this show, Heather speaks with Kelly Richmond Pope about her intriguing journey into forensic accounting, her experiences with fraud, and the human elements that complicate financial crimes. Here are a few key points from their conversation: Kelly Richmond Pope's Background Her Early Interest in Accounting A Personal Anecdotes of Learning About …

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