1.21.25 - Transferring QuickBooks Online Data Best Practices

Dan and Michelle are joined by Dave Young, a Vice Chancellor at Wizard of Ads where we discuss how Accountants and Bookkeepers create characters and tell a story to market their practice. We'll also be joined by Accounting Professional Brandon Morris who has worked with the Wizards in his own practice

09.25.23 - Using AI & ChatGPT in Your Accounting Practice Part 2

Michelle and Dan discuss the history of Intuit with AI, the recent announcement of Intuit Assist, and what accounting professionals can do to adjust to this latest development in technology.

Michelle and Dan are joined by Monique Swansen, accounting professional who has specialized in the Cannabis industry since 2014.

02.28.2023 - The State of Engagement w/ guest Ignition

Michelle revisits her breakout class she taught at Scaling New Heights 2022 accounting conference by covering the Accounting Tools and resources available to accounting professionals in QuickBooks Online Accountant

Dan and guest host, Carrie Kahn, discuss the more recent changes to QuickBooks Online ecosystem. Keeping up with the changes can be difficult, but we will do our best to summarize them for you.

Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as she discusses her journey and how she adjusts to the ever changing landscape in the accounting community to grow her practice.

06-07-2022 Deep Dive into Ignition App

Desktop Migration - Best Practices and Demo

Michelle and Dan are joined by Alicia Katz Pollock, who literal wrote the book on Mastering QuickBooks for Convenience Stores and Gas Stations. We talk through some of the unique situations that occur for this type of industry.

Michelle and Dan are joined by Carrie Kahn, Intuit's 2021 Partner of the Year in the QSP channel as she discusses her journey and how she leverages partnerships to grow her practice.

Michelle and Dan are joined by Blake Oliver and Daniel Gertrudes to discuss the latest Tech Trends in the accounting industry. Brought to you by Relay.

02-15-2022 - Tips for Selling and Automating Advisory Services

Michelle and Dan are joined by Lief Linden, Sr. Program Manager for QuickBooks Payroll to discuss the QuickBooks Payroll offerings and the transition plan for Intuit Online Payroll service to QuickBook online payroll ecosystem.

Michelle and Dan are joined again by Yoseph West who helps us discuss some of the struggles Small Businesses have with Accounts Payable Functions and how Relay can help.

In 2021 Michelle and Dan will do a series of webinars centered around QBO Advanced and some of the key features that set QBO Advanced from the other versions of QBO.

Welcome to 2021 (more importantly, GOODBYE 2020!!! Michelle and Dan have a great panel discussion with Yoseph West from Relay Financial , Ryan Embree from Practice Ignition, and Ian Vacin from Karbon on a Playbook for 2021 Growth for Cloud Accountants. We cover some of the highlights of the project and speak to some of the topics you can access in this resource for your growing practice.