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

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.

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.

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.

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 by Randall Horn and Erick Eidus. Randy sells games on Amazon where Erick manufactures a product and has Amazon fulfill it. Both have unique circumstances in their businesses in order to work with Amazon as a marketplace.

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.

Michelle and Dan are joined by Heather Satterley. Heather is an accounting professional who has dove head first into Zapier and how she can use it with her clients and her firm to speed up onboarding and automate some tasks..

In this webinar, Michelle and Dan will be joined by Gita Faust who specializes in Real Estate accounting and will be talking about some best practices around working with Real Estate rental clients and some set up pointers.

Michelle and Dan are joined by Megan Tarnow and Leslie Johnson. Megan is an accounting professional who specializes in non profit accounting, and Leslie is the Executive Director of Gray Wolf Publishing. Both are joining us to discuss some of the of the unique circumstances that non profits face and how those challenges can be addressed within QuickBooks.

Michelle and Dan will be joined by Jason Pelland, Director of maWebCenters to cover an affiliate program that will all you to leverage a suite of turnkey B2B services with that Accountants and Bookkeepers can recommend as part of their advisory services they offer.

Michelle and Dan will cover a few common mistakes made in QuickBooks and how to address them.

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.

Dan and Michelle will be highlighting some features to make your clients end of the year not seem like the end of the world!!