Best Proadvisor Podcasts (2024)

1
QBO New Features July 2024 56:30

37m ago56:30

56:30

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 43:13

7d ago43:13

43:13

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

2h 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 1:00:45

14d ago1:00:45

1:00:45

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 56:00

9d ago56:00

56:00

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

11d 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

16d 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

23d 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

1M 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

1M 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.…

51
Episode 88 - Is Bookkeepping Dead? - The Woodard Report Podcast 44:15

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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 23:17

2M ago23:17

23:17

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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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 …

1
QuickBooks Online Interface Upgrades 40:30

3M ago40:30

40:30

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…

1
04.9.24 - RightTool Updates - Importing Journal Entries 1:11:10

4M ago1:11:10

1:11:10

RightTool is the Right Tool for Accountants (or even end users) of QBO. Hector Garcia and Mark Corum have been hard at work creating some new updates and they will be joining us to share what they have been working on. Save $5/mo for the first year on RightTool Pro by using QBPH as the Promo code Get the extension here QB Power Hour is a free, biwe…

1
Unveiling QuickBooks 2024 Roadmap 40:18

4M ago40:18

40:18

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…

1
Even More New March 2024 QBO Features 32:52

4M ago32:52

32:52

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…

1
Episode 82 - Randy Crabtree on Fostering a Positive Company Culture - The Woodard Report Podcast 27:47

4M ago27:47

27:47

On this show, Joe speaks with Randy Crabtree about the critical elements of fostering a positive company culture, its impact on professional mental health, and its significance in the business environment. Randy Crabtree, co-founder of Tri-Merit Specialty Tax, host of the Unique CPA podcast, and a renowned speaker in the accounting industry, shares…

1
03.26.24 - Marketing Accounting Firms w/ Stories 59:19

4M ago59:19

59:19

Marketing your accounting practice is one of the things that distinguish you from others. Dave Young from Wizard of Ads, and Accounting Pro, Brandon Morris join us to talk about their approach to and share their experience on this topic. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks …

1
QBO New Features: March 2024 29:27

4M ago29:27

29:27

In this episode, Hector and Alicia dive into the exciting new features and updates unveiled during QuickBooks' March 2024 "In the Know" webinar. They discuss the transformation of "Get Paid Upfront" into a line of credit offering, significant productivity enhancements to invoicing and navigation, and new integration partnerships with companies like…

1
Reorganizing Your Lists in QBO 48:17

4M ago48:17

48:17

In this episode, Hector and Alicia discuss reorganizing and cleaning up various lists in QuickBooks Online, such as the chart of accounts, products and services, locations, classes, and more. They provide tips and best practices for tidying up these lists during a conversion from QuickBooks Desktop to QuickBooks Online. This comprehensive guide aim…

1
Episode 81 - The 5 Technology Fails Most Prevalent In Your Firm - The Woodard Report Podcast 44:24

4M ago44:24

44:24

On this episode, Heather and Joe discuss how we do not always get things right with technology. Through experience (and a few genuine mistakes), they share the 5 technology fails most prevalent in your firm. They are: Locally stored files Lack of security (policies, solutions, and systems) Lack of process Old hardware Lack of vetting with software …

1
03.13.24 - Shopify Connectors - Which to Choose? w/ Guest WeIntegrate 1:01:56

5M ago1:01:56

1:01:56

Shopify connectors abound!!! Some are in QBO directly, but many others are outside of QuickBooks. Marc Kalman from WeIntegrate is going to join us to share how they are different from the others. Learn More about WeIntegrate QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants p…

1
Concierge QuickBooks Online Setup Service 54:49

5M ago54:49

54:49

In this episode, Hector and Alicia discuss the "concierge setup" process, and the steps and services provided by an advisor to ensure a smooth transition for clients moving from QuickBooks Desktop to QuickBooks Online. They cover various considerations like chart of accounts adjustments, bank feed setups, leveraging new QBO features, and providing …

1
Episode 80 - Oh BOI! Does Beneficial Ownership Information reporting affect your firm? - The Woodard Report Podcast 46:09

5M ago46:09

46:09

On this episode, Heather and Joe discuss Beneficial Ownership Information (BOI) requirements and how they may — or may not — affect your firm. This new compliance reporting requirement for businesses is meant to enhance transparency but it comes with a number of questions and caveats. TV and Movie Quotes mentioned: Resident Alien (TV) Blackberry (m…

1
Bank Feeds: The Good, the Bad, and the Wishlist 49:07

5M ago49:07

49:07

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexib…

1
Episode 79 - Interview with Dave Kersting, CEO of Capovario - The Woodard Report Podcast 25:57

5M ago25:57

25:57

On this episode, Joe speaks with Dave Kersting, CEO of Capovario. Dave drew an incredible response from the audience at Scaling New Heights by delivering a knockout presentation based on his personal life experiences and how those experiences have helped shape his business sense. Community is at the core of both Dave's conversation with Joe and his…

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