August 7, 2021

The Evolution of Stimulus Funding

This Week Fred Peck will join us to discuss the evolution of stimulus funding. From the EIDL advance to PPP to EIDL loans to PPP second draw and finally the current opportunities.
July 31, 2021

QuickBooks Online Bank Feed Rules

Join us for a deep dive into QuickBooks Online Bank Feed Rules.
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.
July 19, 2021

The Importance of Setting Client Expectations

During this week’s episode, Jan Breuls-Dorang joins us to discuss the importance of setting client expectations. Jan will share with us how she establishes proper boundaries at the beginning of the relationship and how she manages their expectations. This session is packed full of valuable information no matter how far into the journey you may already be.
July 10, 2021

Documenting Your Workflow using Scribe

During this week’s episode Tonya Schulte joins us to review a new application called Scribe that helps her capture the different steps of her workflow. Matthew Fulton talks about the CalSavers program which requires California business owners to establish retirement accounts for their employees.
July 9, 2021

Make QuickBooks Match Your Tax Return

During this week’s show Brian Hershman of BSH Accounting explains how to make QuickBooks match your tax return. Brian talks about the new “prep for tax” feature built in QuickBooks Online.
June 26, 2021

Why Training Is Important

During this week’s episode Alicia Katz Pollock and Matthew Fulton discuss why training is important. They also discuss some of their tips and tricks on how to create shareable content to help educate your clients and your community.
June 19, 2021

When Accountants Become App Developers

During this week's episode Sara Laidlaw Woodruff and Matthew Fulton discuss when accountants become app developers. They share the struggles involved in trying to run an accounting firm while also launching an application. They take time to answer questions from QB Community Live Facebook Group. To end the episode, Sara provides a quick demo of her application Trial Balance Exporter.
June 12, 2021

Mentorship is a Two-Way Street

During this week's episode Seth David and Matthew Fulton talk about the importance of finding a good mentor and how Mentorship is a Two-way Street. Join us as we share both paid and unpaid methods of mentorship as well as what makes a good mentor.