Unofficial QuickBooks Accountants Podcast

With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp Veltrix - http://uqb.promo/veltrix (00:00) - Scarcity vs Abundance (01:33) - Meet Michelle Weinstein (02:52) - Words Shape Reality (07:01) - Stop Undervaluing Work (11:35) - Marketing vs Sales (14:01) - Qualification and Diagnostics (19:21) - Value Based Pricing (24:48) - Raise Fees Confidently (31:06) - Build for Acquisition (35:27) - Wrap Up and Next Steps (36:53) - Whats Going On (38:11) - Events and Closing LINKS We want to hear from you! Send your questions and comments to us at [email protected]. Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia is joined by Margie Remmers-Davis to round up the small QuickBooks Online changes they spotted between July and September, from the new jurisdiction-based sales tax report and the rare midyear IRS mileage rate increase to 76 cents, to QuickBooks Payroll becoming QuickBooks Workforce with a dedicated time off center and certified payroll reports. They also dig into bank feed posting policies and capitalization thresholds, the early-stage Customer Hub CRM, the AI-generated review summary, bulk chart of accounts cleanup, and new bill pay remittance and Vendor Direct options. Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot Veltrix - http://uqb.promo/veltrix (00:00) - Welcome and Format (02:20) - New Sales Tax Report (03:53) - Mileage Rate Update (05:08) - Intuit Experts Tweaks (06:45) - Workforce Payroll Settings (10:42) - Bank Feeds Controls (13:31) - Posting Policies and AI (18:49) - ProAdvisor Tax Exemptions (19:29) - Undo Reconciliations Safely (23:49) - Customer Hub and CRM (27:10) - Intuit Spreading Too Thin (28:15) - When Built In CRM Helps (30:22) - New Customer Relationship Fields (33:34) - Customize QBO Interface (37:19) - Advanced Search Filters (39:06) - AI Review Summary Report (43:00) - Chart Of Accounts Cleanup (45:56) - Vendor Direct Explained (48:09) - Community Links And CPE (49:12) - New Nonprofit Course Launch (51:55) - Intuit Connect And Wrap Up LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Margies nonprofit class! https://goakadian.com/nonprofits We want to hear from you! Send your questions and comments to us at [email protected]. Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Matthew "Spot" Fulton recap Intuit's September In the Know, where most of the session focused on the ProPartner Accountants program that replaces ProAdvisor in early 2027. They break down the five tiers, how points are earned, the new three-year revenue share, which certifications never need renewing, and why the timing of your first certification matters this fall. They also cover delegated onboarding for QuickBooks Payments and Bill Pay, plus the new tax return dashboards for ProConnect Tax users in Intuit Accountant Suite Accelerate. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Zamp - http://uqb.promo/zamp (00:00) - Welcome and Format (01:53) - How In the Know Works (02:39) - Community News and Events (05:14) - ProPartner Program Overview (06:55) - IAS Benefits and Support (13:42) - Revenue Share and Referrals (18:32) - Tiers Points and Certifications (31:14) - Delegated Bill Pay Onboarding (38:11) - ProConnect Tax Planning Insights (45:24) - Whats Around the Corner (46:04) - Alicias Upcoming Classes (49:06) - Wrap Up and Thanks LINKS Handout: https://staticassets.public-pr50.goldcast.io/event/6c8877ca-5f12-409a-808e-1df07754fc97/resources/1qXVtA2Sd7fNo6qGpV3A_September2026_ProAdvisor_InTheKnow_Handout.pdf Enabling Client Tax Insights in IAS: https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-planning/enabling-accessing-client-tax-insights-intuit/L7f57S24k_US_en_USAlicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907 QB Time Course: http://royl.ws/qbtime?affiliate=5393907 We want to hear from you! Send your questions and comments to us at [email protected]. Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Sponsors: Intuit Accountants - http://uqb.promo/intuit Link My Books - http://uqb.promo/linkmybooks Pilot - http://uqb.promo/pilot (00:00) - Follow the Money Setup (01:32) - Q4 Scoreboard and Guidance (02:47) - Customer Growth Slowing (03:22) - QuickBooks Free and Lite (05:11) - Moving Upmarket Fast (06:30) - Accountants Drive Enterprise (07:38) - Accountant Suite and Advisory (08:45) - AI Native and Oversight (10:16) - Money at the Center (11:34) - Desktop and Mailchimp Watch (13:17) - Next Four Quarters Checklist (15:07) - Three Practical Actions (16:15) - Closing and Royalwise Updates LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 We want to hear from you! Send your questions and comments to us at [email protected]. Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding

Alicia and Hector Garcia catch up on a full year of Intuit Enterprise Suite development, covering multi-entity consolidation with automatic eliminations, dimensions that now span every transaction (including a new AI dimension backfill for historical data), and construction features like WIP reporting, negative change orders, and AIA-style billing that now surpass QuickBooks Desktop Enterprise. They also dig into what's coming next for manufacturing and inventory, including multiple units of measure, and run through the IES features that have already trickled down into QBO Advanced, like cost groups, project phases, and proposals. Sponsors: Intuit Accountants - http://uqb.promo/intuit Pilot - http://uqb.promo/pilot Kick.co - http://uqb.promo/kick (00:00) - Welcome and Setup (02:55) - What Is Enterprise Suite (08:11) - Pricing and User Limits (10:14) - Dimensions Deep Dive (11:26) - Multi Entity Consolidation (12:45) - Eliminations and Automation (16:59) - Chart of Accouants Control (19:28) - Construction Feature Leap (20:32) - WIP and Change Orders (21:33) - Permissions and Project KPIs (23:57) - AI Budget Imports (25:38) - AIA Billing and Roadmap (27:22) - Inventory and Manufacturing Push (31:45) - Nonprofit Future Plans (34:42) - August Dimension Updates (35:51) - AI Dimension Backfill (37:56) - Features Coming Downstream (38:24) - Cost Groups in Advanced (41:37) - Project Phases Pros Cons (43:59) - Proposals and E Signatures (45:58) - Calculated Fields and Orders (47:39) - Item Receipts Workflow (50:48) - Wrap Up and Next Recap (53:57) - Final Thoughts and Farewell LINKS Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses: Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907 AI in QBO: http://royl.ws/AI?affiliate=5393907 Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907 Come to Miami in November! Events.reframeaccounting.com Check out Hector’s RightTool: www.righttool.app We want to hear from you! Send your questions and comments to us at [email protected]. Join our LinkedIn community at https://www.linkedin.com/groups/14630719/ Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast Sign up to Earmark to earn free CPE for listening to this podcast https://www.earmark.app/onboarding