show episodes
 
Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Unofficial QuickBooks Accountants Podcast

Hector Garcia, CPA & Alicia Katz Pollock, MAT

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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.
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Our show is education-based to give information to entrepreneurs to help them know the rules and regulations that need to be followed to help them avoid penalties and keep them in compliance. It also offers tips for success in various areas including marketing, website design, budgeting, understanding information on financial reports and more.By listening to this program, you will learn about specific regulations in the areas of business licenses, payroll, sales tax (for online and brick and ...
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BookSight

Taylor Arndt and Foster Brown

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your weekly accounting podcast with a unique perspective. Join Taylor Arndt and Foster Brown as they talk about being blind tax professionals.
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Bookkeeping Centrum

Bookkeeping Centrum

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Bookkeeping is our business and that is all we do. Unlike the competition, we are headquartered Irvine CA and all of our staff is the beautiful USA. Our Bookkeeping services are focused to Small Businesses, CPA/Accounting firms, Franchisors/Franchisees and Venture Capital Firms.We understand that your business has core activities and core competences which require time with your clients rather than monotonous bookkeeping activities. We are geared exclusively to help these firms manage the bo ...
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*THE* podcast for accounting technology enthusiasts. Dive into the world of Accounting Apps with Heather Smith, a Chartered Accountant with a flair for storytelling and the engaging host of the Accounting Apps Podcast. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights t ...
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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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Hello, thanks for stopping by - I am your host Yasmine belle, founder & CFO of Belle Capital Management, inc., a full charge accounting firm, in Los Angeles, CA. My mission on this channel is to bring financial information that will help grow your business, and hopefully trigger a few questions to make better business decisions. Because "to receive the answers you seek - you must first ask the right questions". As a CFO, we propel a culture of security, and do not limit the focus on revenue, ...
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Gain actionable insights each week on how to successfully run a small business in today’s competitive landscape. In each episode, Gordon Henry chats with small business owners, entrepreneurs, and industry experts about the challenges of starting a business and how to provide incredible client experiences. We focus on technology, especially cloud software, that small businesses can use to modernize and automate their businesses to become easier to do business with. We are passionate about hel ...
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Ideas that spread win. Paul Lancaster is a 'SuperConnector' who has spent his whole career discovering, helping, signposting, matchmaking & promoting innovative new ideas, products, services & people. Listen & subscribe if you want to do the same!
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UK Matters in Accounting

Accounting Influencers Broadcast Network

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UK MATTERS IN ACCOUNTING is a weekly podcast for accountants and bookkeepers, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show focuses on the UK market and UK specific apps, software, firms and influencers. The show selects accounting and fintech news articles blogs. The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular ...
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Insights in Accounting

Accounting Influencers Broadcast Network

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INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
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The accounting industry is at a cross roads. We need practitioners and software executives who care enough stand up for what they think is right. As the institutions we rely on continue their failure to listen - From the Trenches is proud to provide the voices from those who want to be heard. Becc and Shaye are 2 more plucky Chartered Accountants who will bring you the real stories ‘from the trenches’. This no holes barred, feisty, yet humorous take on the Accounting landscape will be entert ...
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Dee's Financial Secret Podcast is for entrepreneur, home school moms that would love to grow their business and make an impact on their family and help other do the same from home and on limited time. On this podcast I will revile the financial secrete that nobody talks about starting with how to manage your financial books, tax advantages, marketing, and how to grow wealth. Support this podcast: https://podcasters.spotify.com/pod/show/deesfinancialsecrets/support
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show series
 
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.…
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Today I’m speaking with Val Steed, Director Accountants, Zoho Corporation In this episode, we talk about . . . Zoho Corporation's journey in the accounting technology industry, from its founding in 1996 to its current position as a leading provider of integrated business solutions The company's focus on privacy, security, and long-term vision, with…
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Understanding and having control of your personal finances is extremely important when you have a business. There may be instances in your business when you need to inject personal funds into the business if you are having issues with your business meeting its cash flow and financial needs. You need to know if you can indeed afford to put these fun…
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Send us a Text Message. In this episode, we explore the fascinating world of Web3, diving into how decentralization and blockchain technologies are set to revolutionize the internet. Learn about the innovative use of tokens on merchandise, from loyalty programs to authenticity verification. We also cover essential website analytics, providing insig…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. In this episode, Rocky Lalvani, the Profit Answer Man, shares insights on how to prioritize profit and ensure cash flow to cover expenses. Discover why the traditional approach of spending money to make money is flawed, and learn why financial reports don't always tell the full story. Rocky explains the Profit First system, …
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🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Accounting can be as unpredictable as a day at the beach with no sunscreen, as our favorite bookkeeping mensch, Paul Rosenblum, learned while untangling the mess of a green energy business. His stories highlight just how important…
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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…
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Heather Smith and Tyler Caskey, Partner at The Bean Counters discuss features, functionalities and updates in the Accounting Apps from June July 2024. Highlights from this episode include: A discussion around the importance of Apps offering training, ongoing training and training to meet different learning styles. Zohos expansion plans into Austral…
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When you don’t have a big budget for marketing, like when you are just getting your business started, or you’re not bringing in the sales you originally expected, it’s important to take advantage of low-cost marketing options and marketing you can do on your own. The good news is that as a business owner or solopreneur, you know everything about yo…
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Send us a Text Message. Join me as I sit down with Pete Mohr, an expert in business transformation, to uncover his powerful CPA framework: Communication, Process Management, and Accountability. With 30 years of experience, Pete shares invaluable insights on how to transition from being an overwhelmed operator to a strategic business owner. Learn pr…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. Unlock the secrets to financial success for your small business! Join me as I sit down with Kyle Smith, CPA, co-partner at Strata Cloud Accountants, to dive into KPIs, setting business goals, and mastering cashflow modeling. Don't miss these expert insights that can transform your business! #SmallBusiness #FinanceTips #KPIs …
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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…
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Today I’m sharing with you a recording of a keynote entitled "Developing and Keeping a Competitive Advantage," given by Philip Fierlinger, co-founder of Upstock and co-founder of Xero. Philip Fierlinger discusses his experiences and insights on developing and maintaining a competitive advantage in the technology and accounting sectors. He shares hi…
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As a business owner, you want your business to be successful, and that may mean growing your business or maybe even scaling your business. There are many business owners who think that growing and scaling your business are the same, but in fact, there are some pretty significant differences. In today’s podcast episode, I am walking you through the …
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Send us a Text Message. Ever wondered how to truly understand your business's financial health? Join us as we dive deep into cashflow modeling and essential financial strategies with expert Ryan Derousseau. Discover the tips and tricks that can help you navigate your business finances with confidence. Don't miss out on this invaluable advice! #Busi…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. Are you struggling to keep your business's cash flow in check? In today's video, I'm diving into essential strategies for managing cash flow effectively. Whether you're a seasoned entrepreneur or just starting out, mastering these techniques can make or break your business. Stay tuned to discover how to keep your finances on…
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🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Which do you like doing more: working IN or ON your business? Most small business owners say that working ON the business is their biggest pain point. And that's exactly why our resident bookkeeping mensch, Paul Rosenblum, is prov…
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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…
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Marc Orchard and Heather Smith discussed the importance of accountants and bookkeepers in high growth tech companies, highlighting the challenges of serving early stage companies with complex needs. They emphasised the need for upskilling and capability building, as well as the importance of building relationships in the startup ecosystem. Marc Orc…
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We are all given the same amount of time each and every day, and what you do with it is ultimately your decision, but if you are wasting your time on something that isn’t helping you reach your goals or the level of success you are looking for in your business, it’s time to really take a look at where your time is being spent and make some changes.…
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Send us a Text Message. Are you ready to revolutionize your networking game? Join us as we dive into an exclusive interview with Joshua Sidis, the mastermind behind the first publicly traded digital business card company. Discover the future of networking, the secrets to successful crowdfunding, and essential tips for developing a winning app. Don'…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. Welcome to my special episode: '5 Year Lookback'! Join me as I explore the fascinating evolution of business over the past five years. Discover timeless financial strategies and leadership lessons that can transform your entrepreneurial journey today. Don't miss this unique opportunity to learn and elevate your business to n…
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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…
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Join us for insightful discussion on how startups can effectively build their profiles through media. I’m sharing with you a recording of a panel session entitled “Building Your Startup's Profile with Media” This was recorded at the 2024 Tropical Innovation Festival that is held in Cairns in June. Here are the top five takeaways from our expert spe…
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Starting your own business and making sure you are profitable is a dream many of us have. Determining whether you will be an entrepreneur or a solopreneur is one of the first things you should consider when starting your business. Many people believe these two are the same, but there are some pretty major differences between the two. In today’s pod…
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Send us a Text Message. Discover how Nor Hart's CEO, Mike Kaeding, is transforming the housing industry! Learn his innovative strategies for reducing construction costs by up to 30%, the surprising benefits of lean manufacturing in real estate, and how these changes could halve your rent or mortgage payments. Don't miss this eye-opening conversatio…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. In this episode, I chat with Greg Devore on the topic of knowledge transfer and its critical role in enhancing employee confidence and overall business performance. You'll discover how relying on tribal knowledge may be hindering your company's progress and learn to assess the effectiveness of your current practices. Greg to…
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🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Are you looking to start your own bookkeeping business? Our resident bookkeeping mensch, Paul Rosenblum, is here to share his wealth of knowledge on how to get your bookkeeping business set up. These tips are NOT what you’re expec…
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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. …
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Today I’m speaking with Michael King: Michael is the CEO of KFE Solutions, which is the top rated Fractional CFO firm in Dallas, Texas. He’s also the creator of The CFO Accelerator, where he helps Accountants and fractional CFOs start, scale, and optimise their advisory services. He is also the host of, The CFO Report, where he shares tips, tricks,…
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When you are utilizing a computerized software system to do your bookkeeping, it will save you time if you are taking advantage of all the bells and whistles it has to offer, but how do you know that everything is getting classified in the proper accounts? One of the tradeoffs you have when you are using functions such as bank feeds and automatic d…
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Send us a Text Message. Are you a small business owner looking to save money and simplify your tax planning? In today's episode, we have tax expert Leland Gross revealing the top strategies that can help you navigate complex tax regulations and optimize your financial health. Stay tuned to discover actionable tips that could transform your business…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. Join me in this inspiring episode as I dive into the entrepreneurial journey of John Hewitt, the mastermind behind two of the largest tax preparation companies in the US. Discover his secrets to success, overcoming failures, and the importance of setting audacious goals. Don't miss out on the valuable insights from this indu…
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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…
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A leader is someone who has a strong vision and leads a group of people or a team towards that common goal through inspiration and motivation. Knowing what motivates you as a leader, as well as where your strengths and weaknesses are within your leadership skills so that you can continue to learn and improve these skills, will ultimately help you b…
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Send us a Text Message. Discover how a near-fatal car accident transformed Alan Lazaros' life and led him to become a successful entrepreneur, helping others achieve peak performance and personal growth. Don't miss this inspiring story! #Entrepreneurship #PersonalGrowth #PeakPerformance #BusinessSuccess #AlanLazaros #MotivationalStory #SelfImprovem…
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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Send us a Text Message. 🔔 Attention QuickBooks Desktop Users! Are you ready for the major change coming on August 1, 2024? Your current version of QuickBooks Desktop will no longer work unless you upgrade! In this episode, I’ll break down everything you need to know to navigate this transition smoothly, explore your options, and ensure your bookkee…
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In this video, Roan Lavery (CEO, FreeAgent) shares insights on how he & his co-founders started & scaled the Edinburgh-based company to be the UK’s #1 bookkeeping software for small businesses. He also talks about SaaS / tech product development, marketing, funding, investment, building a team, leadership, AI, the Edinburgh / Scottish tech ecosyste…
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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…
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AI will increase software productivity and enable users to create their own apps, multiplying software abundance I’m sharing with you the audio from a session I hosted as part of the Australian CFO Summit 2024 produced by Weel. It’s called: “Scale your business on Xero without needing a dozen other Apps and Add-ons” The presenter is Michael Wood, t…
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Focusing on your customer’s experience will not only help you increase sales in your business, but many businesses thrive on referrals from happy customers as well. By understanding exactly how your customer is experiencing your product or service, you’ll be able to capitalize on what you are doing right and improve what you could do better. In tod…
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Send us a Text Message. Are you a small business owner thinking about your future? Join us in this episode as we dive into the incredible journey of Eric Grafstrom, a pioneer in webcasting and founder of ExitGuide. Learn how Eric's early entrepreneurial spirit led him to revolutionize the business exit process. Discover essential tips on preparing …
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Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…
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