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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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CPA CAREER PATHS

Rosey Flaherty, CPA, MSA

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Welcome to the CPA Career Paths Podcast, your ultimate guide to success in the world of accounting and the CPA profession. Join us as we dive into invaluable tips, insightful advice, and real-life CPA journeys, covering everything from conquering the CPA exam to achieving your dreams in the dynamic world of finance.
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Federal Tax Updates

Roger Harris, EA and Annie Schwab, CPA

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CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning NASBA approved CPE credits and IRS approved CE credits by listening to the bi-weekly Federal Tax Updates podcast. The hosts Roger Harris and Annie Schwab have over 75 years of tax experience between them, which has been featured in various media outlets including Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News, and Accounting Today.
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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and a "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, R ...
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In the "SaaS Blast" podcast, Carla McRae, a fractional Chief Financial Officer, Certified Public Accountant, and seasoned financial expert, guides SaaS founders through the intricacies of financial management in the tech industry. With her wealth of experience, Carla breaks down complex financial concepts into digestible insights tailored specifically for SaaS entrepreneurs.
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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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In this podcast series, we will explore the many ways to turn your passion project into a sustainable business. I will provide useful and relevant tips to help you turn that dream into a reality. Any financial decision you make should be in conjunction with a Certified Public Account and any business legal issues should be in conjunction with a legal professional. Support this podcast: https://podcasters.spotify.com/pod/show/tracy-misner/support
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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This Week in Health Innovation is produced and hosted by former managed health care executive and public health specialist Gregg Masters MPH. Gregg brings decades of clinical, administrative, managed healthcare and hospital/physician (PHO, MSO) joint venture alignment insight to new media centered on health innovation - from idea to business model. A respected leader with objective insight into digital media and disruptive innovation business models from ACOs to direct medical practice and t ...
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REALTY Funnels

Kevin Cahill and Lisa Cahill, CPA

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Welcome to the REALTY Funnels Podcast, where we explore the strategies, systems and actions that will absolutely Supercharge Your Success in Real Estate. These are the exact approaches that Kevin and Lisa leverage, and the agents they coach and mentor use, to generate 6 Figure Months in real estate, to earn over $1,000,000 in Gross Commission Income in a year. Kevin Cahill, a veteran in the residential real estate industry and an executive at eXp Realty, brings a wealth of experience to the ...
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or commercial property. This show is designed to guide and empower you in strategizing and actualizing Your Real Estate Life. Discover a wealth of knowle ...
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If you have tax problems, or if you'd like to know more, these are just a few things I may be able to resolve for you: How to handle a notice from the IRS, What to do if you haven’t filed your taxes yet, and How to handle debt collection programs. Join me for two programs a month as I tackle these issues and more!
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Find Your Feisty

Shawna O'Hagan Morrow

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The Find Your Feisty Podcast is where inspiration meets courage to create your feisty. Tired of putting your “real” life on hold? Do you put everyone else before yourself? Living your best life starts NOW. I’m your host, Shawna O’Hagan Morrow -- Certified Life Coach, Weight Coach, BARE Coach, as well as, a Certified Public Accountant. Through stories of my own learned lessons, aha moments, blunders, and successes we will connect, laugh, and get motivated. My journey has been built on the sto ...
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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Can We Talk

Push Button Creative Audio

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This is a central-Florida based podcast targeting business owners and those looking for best practices and advice from one of the areas most trusted Certified Public Accountants, Carol Felsing. Carol shares her knowledge on topics ranging from tax preparation to estate planning. The advice she gives applies to both businesses and individuals looking to improve their financial life.
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The Hairdresser Strong Show is all about Salon Owners, Rising Stylists, and Seasoned Stylists sharing their experiences, successes, failures, and advice to inform, educate, and empower their Fellow Hairdresser. We won’t stop until we are all: Hairdresser Strong.⁠
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PKF Mueller's monthly accounting, business advisory, and finance podcast for business owners, entrepreneurs, and industry leaders. Join us as we discuss a broad range of timely accounting topics related to audits, taxes, business consulting, industry news, legislative changes and other hot button subjects and business advisory. Our goal is to provide business decision makers with the key insights to be up-to-date and equipped with the knowledge of ever-changing accounting updates and practic ...
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The Human Factor

Sonja Stirnimann

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Let us dive into the world of corporate integrity, ethical leadership, and its success factors. Without being sensitised, we quickly find ourselves surrounded by different patterns of white-collar crime, non-compliance, and cyber-crime. Compressed knowledge in easily digestible doses to protect your company, your employees, your customers, and yourself - as a business leader or entrepreneur. Are you a decision-maker? A game changer towards corporate integrity and ethical leadership? The podc ...
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The Kathleen Riessen Show

Inspired Choices Network

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LIVE MONS 11 AM ET/10CT/9MT/8PT The Kathleen Riessen Show: Pushing the Boundaries of Leadership Join host Kathleen Riessen, Advisor to today’s business leaders, as she and her guests discuss the real questions leaders have on their minds like how to create an emotionally intelligent company, how to evoke the highest level of performance in employees and how to be a spouse, parent, volunteer and leader all at the same time. As a former Certified Public Accountant turned marketing strategist t ...
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This is Money Talks on TEA Project, A Personal Finance Podcast. Your hosts, Gadiel and Michelle Espinoza. A husband and wife duo, where they discuss Personal Finance, Managing a Household, and so much more. Gadiel is a father, husband, a Military Veteran, and a Lawyer. Michelle is a mother, wife, BOSS, and a Certified Public Accountant. Each week they will be providing you with fresh and valuable content. So, stay tuned and enjoy.
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SkillFront

SkillFront, SkillFront.Com

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SkillFront SkillFront: Skill Platform For Professionals. SkillFront (https://www.skillfront.com) Is The Premier Skill Development and Official Credentialing Organization, Compliant With ISO/IEC 17024:2012 Standards For Certification Bodies. RESOURCES & LINKS: SkillFront: https://www.skillfront.com SkillFront is a public-benefit certification body that provides education and certification services. SkillFront operates under industry-approved international standards and requirements, and maint ...
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Are you addicted to personal growth? I am! I love, studying, and growing. Here I will interview proven leaders in their fields, Unicorns, as I call them. In my own study, I’ll continue to read books, listen to a lot of podcasts, coach and be coached. Please join me here every week where I share, interview, and summarize these takeaways a digestible discussion. Offering tips and and tools that help you unleash your inner Unicorn. Your rare, remarkable, and extraordinary genius. It’s there. I ...
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Fraud Fighter Podcast

Robert Nordlander, CPA, CFE

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Hosted by a former white-collar federal criminal investigator, this bi-weekly podcast seeks to find the best tools, practices, opportunities, and people to answer your questions about fraud and forensic accounting. Every episode is a conversation with an expert in the fraud or forensic accounting industry who has a story to tell, ideas and wisdom to share, successes to inspire, and failures to confess. Where can you find the right credentials for your career? Where can you find the right tra ...
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Teaching Canna-Business owners how to effectively manage all aspects of their business, increase profits and get results. Our expert host Kenneth Burke coaches you on the "do's and don'ts" of running your canna-business, with insight, advice and war stories from the trenches from established leaders in the cannabis industry.
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All US states and territories maintain a high barrier to entry that dissuades students from entering the accounting profession—the requirement that CPAs complete 150 credit hours of academic study in addition to passing an exam. This unnecessary requirement contributes to the current shortage of accountants, delaying the completion of state and loc…
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So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth® podcast 478 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, Bucky in WA is required to have the same asset allocation in his traditional and Roth 401(k)…
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After the chaos of tax season, it's the perfect time to evaluate your accounting practice and make changes for a smoother upcoming year. In this episode, Roger is joined by guest Amanda Aguillard to discuss strategies to "right-size" your client roster, optimize technology usage, diversify service offerings, and implement better work-life balance. …
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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Tune in to hear Marcos Serrano, Financial Planner, tell you how to prepare for retirement and secure your family’s financial future! ⁠Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review! KEY TAKEAWAYS: 🟡Marcos fell in love with helping his community (immigrant community) and other middle-in…
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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 the seventh episode of a 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 regul…
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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,…
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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Keeping up with your bookkeeping will not only help you with your compliance tasks, such as filing your tax return at the end of the year, but having this financial data will also help you make smart business decisions. In today’s podcast episode, you’ll learn about the most common financial mistakes and how you can prevent them in your business. U…
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Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast number 477, as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on marginal vs. effective tax rates for Joseph Allen, saving to after-tax brokerage or pre-tax 403(…
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On February 26, the Supreme Court will hear oral arguments in the cases of Moody v. NetChoice and NetChoice v. Paxton. These cases are likely to have a significant impact on the future of free speech online and the way platforms engage in online content moderation. With the oral arguments fresh in mind, this multipanel event will feature a fireside…
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On February 26, the Supreme Court will hear oral arguments in the cases of Moody v. NetChoice and NetChoice v. Paxton. These cases are likely to have a significant impact on the future of free speech online and the way platforms engage in online content moderation. With the oral arguments fresh in mind, this multipanel event will feature a fireside…
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On February 26, the Supreme Court will hear oral arguments in the cases of Moody v. NetChoice and NetChoice v. Paxton. These cases are likely to have a significant impact on the future of free speech online and the way platforms engage in online content moderation. With the oral arguments fresh in mind, this multipanel event will feature a fireside…
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On February 26, the Supreme Court will hear oral arguments in the cases of Moody v. NetChoice and NetChoice v. Paxton. These cases are likely to have a significant impact on the future of free speech online and the way platforms engage in online content moderation. With the oral arguments fresh in mind, this multipanel event will feature a fireside…
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Tune in to hear Claire Monroe tell you why you better not sleep on email marketing...engagement is 5x higher than IG ⁠⁠Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review! Key Takeaways --- IG engagement ~1%-4% -- Average Hairdresser Email Open Rate ~20% -- Email enables you to identify who…
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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 the sixth episode of a 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…
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As misinformation proliferates online, the government increasingly attempts to curb its spread. In the face of strong formal speech protections, government officials have taken to pressuring and cajoling social media platforms to suppress unwanted content in the halls of Congress and behind the scenes. To what extent can the government’s power to s…
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Diversity, equity, and inclusion (DEI) have become the topic of policy discussions across several aspects of society. DEI is now seen to have complex impacts, and policymakers are working to tackle this new area of policy in the public square. Please join us for a discussion with Senator Eric Schmitt (R‑MO) and Cato research fellow Erec Smith on th…
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Hector and Alicia dive into the latest interface tweaks and small but impactful changes made to QuickBooks Online in the first quarter of 2024. From modernized reports with keyboard shortcuts and data source labeling to new refresh buttons and consistent font styles, they explore how these updates are enhancing the user experience for accounting pr…
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Join host Carla McRae, CPA, CGMA, as she discusses the intricate relationship between free trial subscriptions and the financial challenges Software as a Service (SaaS) companies face. Focusing on key metrics such as churn rates, Carla unravels the complexities of leveraging free trials to assess opportunities in the industry that drive user acquis…
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Ep.27: CPA is the highest bar in our profession. The top designation! Shakor currently works as a Senior Program Manager at Amazon. Shakor has been an active figure within the accounting profession (NABA & AICPA), featured in numerous accounting publications, and is an alum of AICPA’s Leadership Academy and Accounting Scholars Leadership Workshop. …
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Learning about your competition will help you gain sales by making sure your product goes above and beyond what your competition has to offer. Competition isn’t bad; in fact, understanding precisely who your competition is will help you determine if your business is on the right path to success. In today’s podcast episode, we will cover who your co…
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What is private credit and where does it fit in your investment portfolio? At age 60, Hope is tired of working and she’s hoping to retire in 2-3 years. Should she factor home equity into her retirement spending plan with a reverse mortgage? Which mortgage option for a Houston dream home is best for Nisa in San Jose’s early retirement goals? That’s …
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In this episode, Roger sits down with Catharine Madeley, a tax practitioner who recently experienced a data breach at her firm. Catherine shares her firsthand account of how the breach unfolded, the steps she took to respond, and the lessons she learned along the way. She offers valuable insights into the importance of having a robust cybersecurity…
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Tune in to hear Stephanie share how to build a sustainable salon business! ⁠Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review! KEY TAKEAWAYS: -- Stephanie started at the front desk and then started hair school part-time while staying at the desk part-time. Then she transitioned to being a…
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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 the fifth episode of a 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…
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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Tonya Upton is a top-level real estate agent in Greenville, SC, and the head of the Swamp Rabbit Property Team. The Swamp Rabbit Trail is a 40+ mile series of connected trails that connects all that Greenville has to offer.By Kevin Cahill + Lisa Cahill, CPA
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Hector and Alicia break down the latest Firm of the Future article, covering upcoming innovations and new features Intuit has planned for QuickBooks Online in 2024. From enhanced user permissions to improved payroll processing, they analyze and provide their insights on these anticipated changes that could significantly impact accountants and busin…
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Using your passion for boosting profits in your business is key to your happiness and success, but you need to know how to propel your passion into your business. Focusing on what excites you and putting that energy to work for you to create a profitable business takes work, but when you have passion behind your every move, you are able to push thr…
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Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth® podcast 475, as they disagree on assumptions when it comes to retirement planning. The EASIretirement.com calculator says Chuck in South Carolina could convert even more …
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Tune in to hear Cindy’s key points to growing an incredibly successful business through embracing innovation and community.⁠ ⁠Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review! KEY TAKEAWAYS: -- Cindy worked while she was in school for aesthetics. -- Started her business at 22 years old w…
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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 the fourth episode of a 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 regula…
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
  continue reading
 
Join Hector and Alicia as they explore QuickBooks Online's latest round of productivity enhancements for March 2024. Learn about the new 1099 correction functionality, batch payroll editing across employees, smarter bank feed transaction matching for payroll, and additional dashboard customization options. They also share insights on upcoming e-com…
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Join host Carla McRae, CPA, CGMA, as she chats with Jim LaHam, Senior Tax Partner at Berman Hopkins CPAs & Associates, about the intricate world of tax regulations and tax strategies tailored for SAAS companies. From navigating the evolving tax landscape to exploring interstellar tax planning, this episode offers invaluable insights for SAAS entrep…
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On March 18, the Supreme Court will hear oral arguments in the case of Murthy v. Missouri. This case is likely to have a major impact on free expression online as the Court attempts to distinguish between lawful government engagement with social media companies as opposed to illegal government coercion or “jawboning.” Having just listened to the de…
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You can have the most in-depth business plan and create the best strategy for your business, but if you don’t take action, you’ll never reach the dreams you have for your business. You want to make sure you are taking the right actions in your business and staying consistent with your actions so that you create the momentum you need to propel your …
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Over the past 200 years, humanity has become much more prosperous, educated, healthy, and peaceful. Alexander Hammond will discuss some of the heroes of progress, who saved or improved billions of lives, and the social and economic conditions that made their contributions possible. Whether it’s agronomists whose hybrid crops fed billions of people,…
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Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense for his retirement needs? That’s today on Your Money, Your Wealth® podcast 474 with Joe Anderson, CFP® and Big Al Clopine, CPA. Should Mike and Carol in…
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Tax professionals must steer through a complex maelstrom during the 2024 filing season. Roger and Annie serve as experienced guides, helping listeners chart a course around hazards like the Employee Retention Credit squalls, the revised "economic realities" path for worker classification under new Department of Labor rules, and proposed tax law cha…
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Tune in to hear Victor Scotti Jr. explore the critical need for holistic education and transparent communication in the beauty industry to bridge gaps, foster integrity, and ensure sustainable growth for hairdressers.⁠ ⁠Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review! KEY TAKEAWAYS: -- …
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