Posts by Admin

With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice

Admin | June 26, 2024

Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com

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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…..

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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…..

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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/

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Tools 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…..

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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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REFRAME: Influential Conversations for Accountants – Part 3 of 8 (with Blair Enns(

Admin | April 26, 2024

This webinar/podcast series is the official companion to the ⁠⁠REFRAME2024.com⁠⁠ we are going to have in October 2024. Parts 4 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in…..

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REFRAME: Influential Conversations for Accountants – Part 2 of 8

Admin | March 8, 2024

This webinar/podcast series is the official companion to the ⁠REFRAME2024.com⁠ we are going to have in October 2024. Parts 3 to 8 will be released the second Friday of each month until October 2024 Topics that will be covered in…..

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REFRAME: Influential Conversations for Accountants – Part 1 of 8

Admin | February 2, 2024

This webinar/podcast series is the official companion to the REFRAME2024.com we are going to have in October 2024. Parts 2 to 8 will be released the second Friday of each month starting March 2024. Topics that will be covered in…..

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Shawn Kanungo: The Bold Ones

Admin | December 3, 2023

Interview with ex-accountant, and now innovation consultant and public speaker about creating content, “being bold”, personalized ?AI ChatBots, and other fun topics. Get Shawn's Book “The Bold Ones”: https://amzn.to/416qtjt

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