Construction Accounting With Tonya Schulte
April 15, 2021
Episode
Weekly Sessions Special Episode with Ted Callahan
March 18, 2021 Beginners
Join us for a very special edition of Weekly Sessions as we Interview Ted Callahan to learn more about the future of the ProAdvisor platform.
Speaker
Ted Callahan
Show Notes
During this week's episode, Ted Callahan (Director, Accountant Segment Leader - Intuit) joins QB Community Live for a special interview directed toward bookkeepers and accountants.
Timeline:
- Intro: 0:00
- Meet Ted: 3:13
- The Power of Advisory: 11:15
- Upcoming Product Improvements: 13:35
- Advantages of the ProAdvisor
- Program: 15:15
Let's talk about support:
- Customer Support with Intuit 16:45
- Difference between Accounting support vs app support: 21:00
Product Improvements:
- Workflows: 23:00
- Statement Auto Import & Bank Feeds: 23:30
- Collaboration Tools: 26:45
ProAdvisor Training:
- Three Tracks of Advice: 28:00
- QuickBooks Online Advanced for Accountants: 30:10
QuickBooks Live:
- Teds opinion about QB Live: 33:30
- Maintaining the Value of our Industry: 39:00
- Questions from the audience: 42:30
- How to collaborate with Intuit: 44:25
Handout
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March 18, 2021
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”