Previous Episodes
Scaling New Heights Preview Featuring Shanita Jones & Kathy Grosskurth
Ingrid Edstrom & Ruth Ku
This week we have two special guests joining us, Shanita Jones Cpa & Kathy Grosskurth to discuss their sessions at Scaling New Heights and continue our conversation around the benefits of attending conferences in person! As a reminder, those who register and attend this week and next week will be entered to win a New Fujitsu Scanner!
44 Minute Video
What do Non Profits and Construction Companies Have in Common
Audrey Blackburn & Marc Visent
During this week’s episode we are joined by Audrey Blackburn (Blackburn Consulting) & Marc Visent (Knowify) to talk about their roles in the upcoming accounting conference Scaling New Heights. Audrey introduces her session “Non-Profit Advisory” Beyond the Books which will be an interactive session that is sure to be a lot of fun. Marc starts off by sharing some exciting news for Knowify before talking about the new partnership with Intuit.
49 Minute Video
Scaling New Heights Preview Session
Ingrid Edstrom & Ruth Ku
This week I am excited to kick off my multiple week Scaling New Heights Sneak Peek Series with Ingrid Edstrom and Ruth Ku from bookkeep.com. During this weeks episode, we will get to hear a little bit about their sessions and the events that are planned. Also those who register for this special series and attend will be entered in for a drawing of a free Scaling New Heights ticket!
45 Minute Video
The Unstoppable Advisor
Joe Woodard
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!
46 Minute Video
Intuit Updates their ProAdvisor Support
Ted Callahan & Mike Mioduski
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.
59 Minute Video
The Evolution of Stimulus Funding
Fred Peck
In this presentation Fred will discuss the challenges of managing cash flow during the pandemic, from the first rush for EIDL and PPP funding in March 2020 to the current challenges and opportunities for small business owners. He will share guidance from the federal government and the AICPA that members of QB Community Live! and their clients may find to be timely and valuable.
49 Minute Video
How to Tackle a Growing Backlog of Tasks
Kristen Nies Ciraldo
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.
46 Minute Video
The Importance of Setting Client Boundaries and Expectations
Jan Breules-Dorang
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.
46 Minute Video
Mentorship is a Two Way Street
Seth David
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.
52 Minute Video
