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.

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.

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.

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.

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.