August 27, 2021

The Unstoppable Advisor

Join QB Community Live for a special Interview with Joe Woodard (Woodard Events LLC). We will be talking to Joe about his history in the accounting industry, how Scaling New Heights got started and what to expect from this years event in October. We will learn what it means to be an UNSTOPPABLE ADVISOR and how current event led to this years theme!
August 19, 2021

Corpay One A Better Way to Pay

Corpay One is a solution for both SMBs and the Accounting Firms that serve them through their Client Accounting Services. How are we different than other solutions in market? - Same more money - No account or user fees and both Checks and ACH Payments are free! - Save more time - Our workflow module makes it super easy to setup both simple and highly sophisticated approval processes and transaction automation processes. - Works with leading accounting software - Integrated with QBO, QBD, Xero and Intacct - Easy to work with - Accountant friendly features, sales and support with people who understand your practice.
August 14, 2021

Intuit Improves their ProAdvisor Customer Support

Ted Callahan (Director, Accountant Segment Leader) and Mike Mioduski (Principal Customer Experience Leader) visit QB Community Live to discuss the improvements being made to Intuits ProAdvisor Support Program. During this episode, we learn about Intuit’s plan to onshore their phone based customer support team as well as other initiatives to help get people to the right support agent even faster than before.
July 24, 2021

How to Tackle a Growing Backlog of Tasks

If you are like me, you struggle with an ever growing list of follow up tasks and action items. I have tried using numerous different task management applications, I have tried calendar blocking, I even tried wishing on a star. During this week’s session we are joined by Kristen Nies Ciraldo and Richard Roberts-Roppa we discuss the root causes of procrastination and how to tackle a growing backlog of tasks.