Interview with Jason Staats CPA: Content Creation, AI, and other fun topics

Admin | April 14, 2023

This is the complete recording I did with Jason Staats CPA. He will be taking a piece of this for YouTube and I as well… But via this podcast, you get the whole unedited conversation… Jason's Main Channel: https://www.youtube.com/@jasoncpa Jason…..

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The Soul of Enterprise: ChatGPT, Subscription Business Model, and More

Admin | April 1, 2023

Conversation with Ed Kless, Ron Baker, and Greg Tirico from The Soul of Enterprise. Includes both live podcast episode and “bonus” patreon episode. Subscribe to the free podcast of TSOE: https://www.thesoulofenterprise.com/ Become a member to have access to Bonus Episodes:…..

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Attracting & Retaining partner-like talent for accounting firms

Admin | February 16, 2023

Excerpt from my AltAccountant program deep dive on Attracting, Hiring, Developing, and Retaining talented employees. Learn more about my coaching program at www.AltAccountant.com

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Ron Baker: What if Disney+ offered accounting services in subscription?

Admin | December 24, 2022

Interview with Guest Speaker Ron Baker and his new book: Time’s Up: The Subscription Business Model for Professional firms. This is an excerpt of my coaching program for accountants: https://www.altaccountant.com

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Audio Recording: “Value Pricing 2.0 & Selling the Price Increase Webinar”

Admin | September 17, 2022

Audio version of webinar ran on 09/16/2022 focused on teaching Value Pricing, introducing the concepts subscription-based business model, how to have “awkward conversations” with out customers to reduce stress. Slides: https://bit.ly/valuepricing2022 Join the AltAccountant Program: https://www.altaccountant.com Coupon: FIRST40 Buy Ron…..

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Online v. Desktop

Admin | May 6, 2022

First, check our my detailed Spreadsheet with over 200 features compared across all versions of QuickBooks: https://docs.google.com/spreadsheets/d/1qH3PTdaYB4eIdfYDeVjzJ3iAalOt5dCV_5QUAqQhIZ8/edit Second, If you are going to purchase QuickBooks Online, use my link to get 30% off:https://quickbooks.intuit.com/irp/?cid=irp-4337#pricing But, if you are planning to purchase…..

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“The Future of QuickBooks” by Hector Garcia

Admin | February 3, 2022

Interview with Blake Oliver CPA about the direction of QuickBooks for small business and mid-market. Get CPE for listening to podcasts! www.EarmarkCPE.com

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My QuickBooks Desktop 2023 and Beyond WISHLIST

Admin | January 27, 2022

Last updated 01/27/2022 New Features added from my wishlist in latest version (2022)… Thank you Intuit! Bank Feeds: Improve the overall look and feel and make it more stable when sorting and filtering by dates Bank Feeds: Ability to search within rules or…..

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Specialization Masterclass for Accountants

Admin | September 30, 2021

This is an audio-only version of a class I teach on about choosing your target/niche market (Vertical and Horizontal), drafting your unique positioning statement, and examples of what advisory looks like for specific industries such as Construction or Retail

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Upcoming QuickBooks Online Reports “Masterclass” (11/11/21)

Admin | September 22, 2021

I have a 2.5 hour deep dive course I am doing with Alicia Katz on 11/11/21 which will be delivered live using the Royawise platform. Its $150 and guaranteed to be the best reports class you have ever taken, sing…..

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