All Episodes
Episodes
02.13.24 Inventory Management - Deep Dive into Katana
For those of you that "Love" inventory, Michelle and Dan will be joined by Shawn Coultice from Katana to take a deeper look into their Inventory Management Solution. It just might be something that you'll want to "Be...
View Episode
01.31.2024 - QB Live Updates with Intuit
Michelle and Dan will be joined by Business Strategy & Partnership Leader Jessica McCracken and Accountant Segment Leader Ted Callahan from Intuit to discuss some of the recent QB Live Announcements and what you...
View Episode
1.16.24 - Compliance vs. Advisory - A Pricing Conversation
Michelle and Dan discuss pricing Advisory services vs. compliance work. Recent offerings in the QB Live space has now brought this conversation to Tax preparers. We'll have a discussion about these new offerings,...
View Episode
1.2.24 - The 7 Minute Advisory Conversation
Start 2024 off right by learning about a remarkable way to have Advisory conversations with your clients in 7 minutes. Mike Milan (Cashflow Mike) will cover his Home Run system that allows you to cover all the bases...
View Episode
12.5.23 - Year End Prep w/ guest Keeper
Michelle and Dan discuss some of the Year End Activities you can perform with your clients and our friends at Keeper show us how you can streamline this process with Keeper.Learn More about Keeper at...
View Episode
11.21.23 - QuickBooks Connect Recap
Dan and Michelle discuss the takeaways and announcements at this year's QuickBooks Connect.Blog on Schoolofbookkeeping - https://www.schoolofbookkeeping.com/blog/quickbooks-connect-2023-recapBlack Friday Promotion...
View Episode
11.7.23 - QuickBooks Updates Fall 2023
Michelle and Dan discuss the new updates and features in QB Desktop 2024 as well as discussing the New QuickBooks Ledger offering and Quickbooks Bill Pay service.More Resources on this topic here...
View Episode
10.24.23 - Downloading and Working with QBO Data with Power Query
Michelle and Dan are joined by Tech Author and CPA David Ringstrom who has developed a process of downloading QuickBooks Online Data as local files, and, by using Power Queries in Excel to access and work with that...
View Episode
10.10.23 - Managing Inventory in QBO
Michelle and Dan discuss various ways that business track and account for inventory. Some of these workflows can be accomplished in QuickBooks Online natively, but sometimes there are additional workflows where an...
View Episode
Using AI and ChatGPT in Accounting Pt. 2 w/ guest Heather Satterley
Michelle and Dan discuss how accounting professionals can use AI and ChatGPT within their practice to assist with their clients. We will be joined today with Woodard's Director of Education and Media, Heather...
View Episode
Intuit Assist and Other AI Changes
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.QB Power Hour is a free,...
View Episode
Niche Nuances - Cannabis Industry
Michelle and Dan are joined by Monique Swansen, accounting professional who has specialized in the Cannabis industry since 2014.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs,...
View Episode