Meet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 businesses and is now focusing on helping others build systems so scale, grow, or provide balance and boundaries to get more joy out of your firm. We'll discuss her journey and the life experiences that she's leveraged to help others.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Welcome to QB Power Hour + Meet Sharrin (Unfollow the Rules)
01:09 Show Logistics: Schedule, CPE, Slides & Resources
02:30 Poll Time: How Did You Find QB Power Hour? (and a few tech hiccups)
03:37 Intuit Intelligence Chat in QuickBooks: What It Is, Rollout & Pricing
06:03 Webinar Glitch Break: Multiple ‘Sharrins’ Join the Panel
07:17 Back on Track: How Intuit Intelligence Chat Works in the UI
09:41 Unfollow the Rules: Dan ‘Reads’ the Book (Speechify/Snoop) + Why It Clicked
10:59 Origin Story: The Paper Route and Learning Independence Early
16:01 Door-to-Door Sales Lessons: Timeshares/Kirby Vacuums and the ‘Show’
18:41 Finding Bookkeeping: Costco, Salon Ownership, and Building a Mobile Office Biz
21:30 Scaling Up: Fractional CFO Work, SaaS Startups, and Getting Acquisition Offers
22:59 Failure as Fuel: Big Mistakes, Mark Twain, and Trusting Your Gut
24:53 Growing Up Too Fast: Protecting Siblings & Learning the Hard Way
25:11 Curiosity & Devil’s Advocate Mindset (The “Don’t Touch the Stove” Lesson)
25:51 Reframing Failure: Motivation, Resilience, and Hitting the Goal
26:40 Entrepreneur Pressure + Sales Rejection: Getting Through the “No’s”
27:22 Burnout = Fear: Letting Go, Delegating, and the Green/Yellow/Red List
30:40 Designing Recovery Time: 3-Day Workweeks, Holiday Sabbaticals, and Mental Health
33:04 Building Sustainable Systems: Automate Everything That Isn’t Human
34:32 Clone & Conquer Framework: Document, Template, Measure, Automate (Don’t Throw People at It)
35:53 Right-Sizing the Team: Profit Over Headcount + When Automation Shouldn’t Replace the Core
39:42 Tech Evaluation at Conferences: Solve One Problem + Prove ROI (Stripe Example)
42:16 How the 3-Day Week Actually Works (and Handling the Eye Rolls)
43:53 Teaching Others + Community/Book Offer, Then Webinar Wrap-Up & What’s Next

There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently.

Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Housekeeping
01:42 Welcoming the Audience
02:01 Introducing the Series and Today's Topic
02:36 Guest Speakers: Deb and Donna
04:41 Deb and Donna's Background
07:18 QB Power Hour Overview
08:00 Intuit Accountant Suite Pricing
13:11 Exploring Digits: An Alternative to QuickBooks
14:06 Why Deb and Donna Chose Digits
17:55 The Future of Accounting with AI
24:21 Digits Features and Ideal Clients
35:29 Understanding the Background Operations
36:06 Collaboration Features in Digits
36:49 Adapting to New Generations and Technologies
37:46 Transitioning to Digits: Challenges and Solutions
39:26 Why Choose Digits Over Other Platforms?
42:18 Client Onboarding and Training
43:23 Adapting to Change: Personal Experiences
47:49 Ideal Clients for Digits
57:02 Pricing and Value Proposition
59:32 Final Thoughts and Future Directions

Changes are coming to QBOA, and it's more than a name change. Intuit Accountant Suite will have some Core Functionality changes and as well as a name change. Sharrin and I will break down these changes in this webinar.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Housekeeping
01:53 Welcome and Announcements
05:05 Intuit Accountant Suite Overview
06:24 QuickBooks Desktop Pricing Changes
08:31 Email Scams and Security Tips
18:16 ProAdvisor Program Updates
24:08 Intuit Accountant Suite Details
30:39 Introduction to QuickBooks Online Accountant Suite
31:19 Opting In and Out of Accelerate
32:02 User Interface Redesign
32:29 New Dashboard and Navigation Features
33:49 Changes in Client Management
35:22 Team Management and Service Delivery
37:26 Books Review and Books Close Features
51:32 Client Insights in Accelerate
56:34 Future Features and Final Thoughts