Posts by Admin
IES for Construction/Projects
Admin | January 21, 2025
Additional Project Related Reports (not in QBO Plus or Advanced) Comparing Project Detail Screens (Left is IES) Features in this page (IES Only) User Permissions (sales) User Permissions (Specific Canned Reports, but not Specific Custom Reports) Project Permissions All or…..
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Selling Feelings, NOT Transactions (AI-Generated Episode)
Admin | January 14, 2025
Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google’s NotebookLM to generate a podcast
Read more REFRAME PODCAST: With Phil Jones
Admin | November 14, 2024
In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value…..
Read more AI & Future of Accounting – Interview from Hannah Smolenski CPA
Admin | August 27, 2024
Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/
Read more With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice
Admin | June 26, 2024
Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com
Read more How QBO Developers should think w/ Anita Koimur (COO LiveFlow)
Admin | June 17, 2024
LiveFlow is one of the hottest QBO apps out there, I pick Anita's brain about the pricing of the app, how they think about user feedback & development, and how AI will shape 3rd party reporting apps for QBO Check…..
Read more REFRAME 2024: Money Conversations w/ Carlos Garcia Jr. & Carolyn Strauss
Admin | June 14, 2024
Episode 5 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in…..
Read more Randy Crabtree (R&D Credits, Cost Segregation, and Conferences)
Admin | June 10, 2024
Come to Bridging the Gap: https://www.btgconference.com/ Tr-Merit (Randy's Firm): https://tri-merit.com/
Read moreTools to Import/Edit Data in QuickBooks Online
Admin | June 1, 2024
LAST UPDATE 06/01/24 There are 3 main tools I use to batch edit data in QuickBooks Online: If you are going to use Spreadsheet Sync, you can use this template I put together to see which fields and transaction types…..
Read more REFRAME 2024: Using Story to Sell with Jay Owen
Admin | May 10, 2024
Episode 4 of this 8-part webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024 NOTE: This podcast contains some visuals, check out the video version: https://www.youtube.com/live/QODgi_P6gug?si=CrLuBYAEACdjAvhw Topics that will be covered in…..
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