Best Proadvisor Podcasts (2024)

1
Your Complete Guide to ProAdvisor Academy 32:24

12m ago32:24

32:24

Alicia explores the completely revamped ProAdvisor Academy, breaking down the new certification paths, training modules, and enhanced features available to QuickBooks ProAdvisors. She provides a detailed walkthrough of the six available certifications, including the new Intuit Bookkeeping certification, and explains how the point system ties into P…

1
Sales Tax Limitations in QuickBooks Online - When to Turn to Avalara 1:00:30

1h ago1:00:30

1:00:30

Avalara joins us to discuss when adding Avalara to your QuickBooks Online and how that helps stay in Sales Tax Compliance. 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 Online Updates November 2024 59:29

6d ago59:29

59:29

Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whet…

1
11.19.24 - Sales Tax in QuickBooks Online 1:04:14

1h ago1:04:14

1:04:14

Join our webinar on mastering sales tax with QuickBooks Online! Tailored for accountants and small business owners, our guest Alicia Katz-Pollock will guide you through setup, management, and reporting. Discover efficient tracking, identify limitations, and learn workarounds to streamline your finances. Gain confidence with practical insights and e…

1
Episode 101 - Interview with Danielle Bornowski - The Woodard Report Podcast 31:36

1h ago31:36

31:36

On this episode, Heather Satterley interviews Danielle Bornowski, the CEO of DQB Strategies, who is a marketing strategist helping business owners make smart marketing decisions that don't feel like slimy sales. Danielle believes that customer reviews are an unsung hero in marketing that can do a lot to help people grow their business. For professi…

1
Deconstructing Sasan Goodarzi's Opening Address at Intuit Connect 34:55

7d ago34:55

34:55

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the pa…

1
Episode 100 - Special Edition: The US Election - The Woodard Report Podcast 24:53

15h ago24:53

24:53

On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fost…

1
Reflections on Intuit Connect 2024 51:43

13d ago51:43

51:43

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business pl…

1
Intuit News and Updates - 11.05.24 1:15:06

24d ago1:15:06

1:15:06

Fresh off Intuit Connect, Matthew Fulton and Dan DeLong will be discussing some Intuit program updates as well as a discussion about Intuit's direction and how the accounting community will play a role in the direction they are heading. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks c…

1
October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments 30:24

14d ago30:24

30:24

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains th…

1
Episode 99 - Interview with Candy Bellau - The Woodard Report Podcast 31:40

15d ago31:40

31:40

On this show, Heather Satterley speaks with Candy Bellau about her personal journey in the accounting industry, touching on resilience, pricing, and the power of community. Candy shares valuable insights from her experiences, especially on overcoming business struggles, and offers guidance for accountants facing similar challenges. Some of the wide…

1
Modern Reports in QBO Advanced 48:07

1M ago48:07

48:07

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insig…

1
Episode 98 - Special Edition: The Intuit "Tax Breakup" - The Woodard Report Podcast 36:53

22d ago36:53

36:53

On this show, Heather and Joe discuss the Intuit "Tax Breakup" advertising campaign and the industry reaction. Here are some important links for this special edition of the Woodard Report Podcast: The Tax Breakup Commercial What Intuit’s 2024 Investor Day Means for ProAdvisors in an AI-Driven World Intuit's Tax Breakup Campaign Sparks Strong Respon…

1
Managing Intuit Logins 1:04:24

1M ago1:04:24

1:04:24

Managing login and Passwords is the bane of our existence these days and Intuit Logins take it to a new level. Matthew Fulton will join Dan to discuss some best practices with Intuit Logins. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and…

1
QuickBooks Online October 2024 Updates 1:04:15

28d ago1:04:15

1:04:15

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share …

1
Episode 97 - Interview with Jina Etienne - The Woodard Report Podcast 42:26

2M ago42:26

42:26

On this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions. Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Et…

1
A New Dawn 23:00

1M ago23:00

23:00

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…

1
10.8.24 - E-Commerce Fundamentals 57:18

2M ago57:18

57:18

Rachel Dauchy joins us to discuss some Niche Nuances with E-Commerce Clients. Rachel and Dan have created an E-Commerce Fundamentals course and this QB Power Hour unpacks the high level topics of this online course. Access the Course for Free 30 day trial here QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, book…

1
End of an Era 30:42

1M ago30:42

30:42

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…

1
Intuit Enterprise Suite - What We Know 56:56

2M ago56:56

56:56

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…

1
Episode 96 - Intuit Enterprise Suite with William "Bill" Murphy - The Woodard Report Podcast 37:08

2M ago37:08

37:08

On this show, Heather Satterley speaks with William "Bill" Murphy about the newly announced Intuit Enterprise Suite, a major release targeting mid-market businesses aimed at companies with sales over $3 million and up to 250 employees. Bill Murphy's work, including his predictions about Intuit Enterprise Suite prior to it being officially announced…

1
09.24.24 - Dude, Where's My Payroll 57:55

2M ago57:55

57:55

Join us for an engaging session on why keeping payroll separate from QBO can enhance your accounting setup. Valerie Heckman from OnPay will discuss how this approach improves security, flexibility, and cost-effectiveness. Discover how distinct systems can simplify troubleshooting and offer specialized payroll solutions. Handouts and More Resources …

1
Exactly What to Say to Accountants 34:05

2M ago34:05

34:05

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world exampl…

1
Misc. Musings on QuickBooks | Sept 2024 58:33

2M ago58:33

58:33

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accou…

1
Episode 95 - Outsourcing and Offshoring Strategies - The Woodard Report Podcast 42:01

3M ago42:01

42:01

On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on c…

1
QBPH - Is There Anything New in QB Desktop? 52:12

3M ago52:12

52:12

Normally this is the time of year when we discuss what's new in QB Desktop 2025. Believe it or not, there are a few things to mention. Michelle and Dan will chat about these features and ponder the future of QB Desktop QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants present…

1
Intuit Dome Is the Future 38:11

3M ago38:11

38:11

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. Sponsors Fishbowl - https://uqb.promo/fishbowl Melio - https://uqb.promo/melio …

1
Episode 94 — David Hartley - Partner-in-charge - Advisory Services (CAS) Anders CPAs + Advisors Top 100 firm — The Woodard Report Podcast 36:42

3M ago36:42

36:42

On this show, Heather Satterley speaks to David Hartley of Anders CPAs + Advisors about the evolving role of technology in the accounting industry and the importance of innovation for young professionals. Read David's articled called, "Top 10 Reasons Today is the Best Day Ever to be a Young CPA" About David Hartley: Dave is the partner-in-charge of…

1
Intuit's FY 2024 Earnings 46:19

3M ago46:19

46:19

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …

1
Episode 93 - Courageous Journeys in Accounting - The Woodard Report Podcast 37:37

3M ago37:37

37:37

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Mon…

1
08.27.2024 - Reconciliation Best Practices and Tips 59:26

3M ago59:26

59:26

Matthew Fulton joins us for what looks to be shaping up as a series on Bank Feeds, but we will begin at the end - Reconciliation and look at Best practices when reconciling Bank and Credit Card accounts and discuss some tools that will help make this critical process much smoother. QB Power Hour is a free, biweekly webinar series for accountants, P…

1
QBO Payroll Updates August 2024 1:01:01

3M ago1:01:01

1:01:01

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…

1
Episode 92 - Robert Nordlander, CPA and retired IRS Criminal Investigator - The Woodard Report Podcast 36:06

3M ago36:06

36:06

On this show, Heather Satterley speaks with Robert Nordlander about his diverse experience as a CPA, a retired IRS criminal investigator, and a Certified Fraud Examiner, sharing insights from his training, his career, and his work as an author. Here are links to Robert's books: Erase the Penalty: A Tax Professional's Guide to Abatement Criminal Tax…

1
Artificial Intelligence Part 1 45:12

3M ago45:12

45:12

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…

1
Episode 91 - Top 50 Client Accounting Services Firms - The Woodard Report Podcast 46:50

4M ago46:50

46:50

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rathe…

1
08.13.24 - QBO Updates 58:43

4M ago58:43

58:43

Michelle 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 presented by Michelle Long, CPA and Dan DeLong who are very passionate about the indust…

1
QuickBooks Karma? Financing Your Estimates 49:03

3M ago49:03

49:03

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…

1
Episode 90 - The Revenue Reset: Correcting Pricing on Existing Clients - The Woodard Report Podcast 40:46

4M ago40:46

40:46

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking.…

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