Unofficial QuickBooks Accountants Podcast cover art

Unofficial QuickBooks Accountants Podcast

By: Hector Garcia CPA & Alicia Katz Pollock MAT
  • Summary

  • 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.
    @ 2023 Earmark Media LLC
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Episodes
  • Tackling the Tax Deadline Madness
    May 16 2024

    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 potential solutions such as client handling of time-sensitive filings, promoting extensions, deadline-based pricing, while also highlighting some benefits of annual deadlines. They conclude by promoting Alicia's upcoming QBO class and Hector's accounting conference.

    Sponsors
    ClientHub- https://uqb.promo/clienthub
    Relay - https://uqb.promo/relay
    Melio - https://uqb.promo/melio


    • (00:00) - Introduction to the QuickBooks Accountants Podcast Rant Wheel
    • (08:25) - Exploring Solutions to Tax Season Burnout
    • (12:59) - The Benefits of Filing Extensions & Proactive Planning
    • (24:42) - Closing Thoughts and Upcoming Events

    Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

    Links/Apps Mentioned in this episode:
    • Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
    • Hector's App - RightTool www.righttool.app
    • Alicia's Training - RoyalWise http://royl.ws/uqapodcast
    • Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
    • QuickBooks Connect Conference www.quickbooksconnect.com
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    23 mins
  • What Intuit Gets Right
    May 9 2024

    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 hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.

    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (03:02) - The Positive Impact of Intuit's People and Culture
    • (04:16) - Reflecting on Intuit's Training and ProAdvisor Program
    • (08:37) - The Power of Feedback and Community Engagement at Intuit
    • (22:10) - A Closer Look at Intuit's Handling of Mailchimp and TSheets
    • (25:59) - Exploring QuickBooks Time and Its Integration Challenges
    • (26:48) - The Power of QuickBooks Time and Its Slow Rollout
    • (30:13) - Accountant-Approved Apps and the Need for Verification
    • (39:07) - QuickBooks Online: A User-Friendly Platform for Small Businesses
    • (45:01) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions
    • (50:01) - Embracing Change and Upcoming Events

    Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

    Links/Apps Mentioned in this episode:
    • Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
    • Hector's App - RightTool www.righttool.app
    • Alicia's Training - RoyalWise http://royl.ws/uqapodcast
    • Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
    • QuickBooks Connect Conference www.quickbooksconnect.com
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    52 mins
  • QuickBooks Live Expert Assisted: A ProAdvisor’s Perspective
    May 2 2024

    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 threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.

    Sponsors
    Relay - https://uqb.promo/relay
    LiveFlow - https://uqb.promo/liveflow
    Settle - https://uqb.promo/settle


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (02:04) - Exploring the New Service and Community Reactions
    • (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact
    • (11:59) - Dissecting the Technicalities and Future Implications
    • (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy
    • (23:23) - Exploring Paid Support Options and ProAdvisor Involvement
    • (25:22) - Analyzing the Financial Viability of QuickBooks Support Services
    • (27:33) - Opportunities and Challenges in Training and Staffing
    • (31:54) - The Impact of Intuit's Strategies on the Accounting Community
    • (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions
    • (39:00) - The Future of Accounting Software and Professional Relationships
    • (46:55) - Upcoming Events and Conferences for Accounting Professionals

    Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

    Links/Apps Mentioned in this episode:
    • Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
    • Hector's App - RightTool www.righttool.app
    • Alicia's Training - RoyalWise http://royl.ws/uqapodcast
    • Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
    • QuickBooks Connect Conference www.quickbooksconnect.com



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    50 mins

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