Best Proadvisor Podcasts (2025)

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Introducing the Intuit Accountant Suite and Transformed ProAdvisor Program 44:25

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9d ago44:25

44:25

This episode of the "On the Books" podcast celebrates its one-year anniversary and dives into the exciting launch of the Intuit Accountant Suite. Directors Karla Uribe and Jaclyn Anku join us to discuss the new firm-level product, which aims to be a single destination for all of your firm's work. Karla details how the suite was co-built with accoun…

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Gratitude for Growth 19:05

11h ago19:05

19:05

Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning cl…

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QuickBooks Gratitude 2025: Features We Love [11.25.25] 55:43

13h ago55:43

55:43

Celebrate Thanksgiving with us as we share the QuickBooks 2025 features we’re most thankful for! Join our live webinar to explore new tools and tips that make your bookkeeping easier all year long. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and …

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Episode 149 - Intuit's Big Moves, New Tools for Accountants, and Wisdom from Unexpected Places - The Woodard Report Podcast 38:17

1d ago38:17

38:17

On this episode of the Woodard Report podcast, Joe and Heather talk about major updates from Intuit, including its expansion of TurboTax service locations and the introduction of the new Intuit Account Suite. They also explore deeper themes, from how past experiences shape us, to generational perspectives on AI, to how firms can adapt strategically…

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Conference Season Recap 34:00

8d ago34:00

34:00

Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe…

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Episode 148 - Building a Boutique Firm That Actually Feels Boutique - The Woodard Report Podcast 29:00

8d ago29:00

29:00

On this episode of the Woodard Report podcast, Joe speaks with Keila Hill-Trawick about how boutique accounting firms can thrive by prioritizing deep relationships, proactive communication, and intentional growth. Keila shares how Little Fish Accounting creates a high-touch client experience through streamlined processes, boundaries that protect te…

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The State of QB Desktop: How Fourlane CX Can Stretch the Life of QB Desktop 1:01:46

14d ago1:01:46

1:01:46

Give it to me straight, Doc. Is QB desktop dead, dying, or in hospice? We will be joined by Marjorie Adams, a longtime supporter of the QB Desktop lineup has developed Fourlane CX, an online portal into the customer workflows of QB Desktop which will allow your desktop clients who are happy with QB desktop, but unhappy with the pricing increases, t…

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Look What We Found: November 2025 43:50

15d ago43:50

43:50

Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the red…

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Episode 147 - Finding Connection in an Isolated Profession: Building Community Through Vulnerability - The Woodard Report Podcast 32:18

15d ago32:18

32:18

On this episode of the Woodard Report podcast, Heather speaks with Shirley Koss about the importance of human connection and vulnerability in the accounting profession. Shirley shares insights from her travels to industry events, where she's noticed how many professionals feel isolated in remote work environments. Together, she and Heather discuss …

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Intuit (dis)Connect 57:39

22d ago57:39

57:39

Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Account…

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Episode 146 - Innovation, Influence, and the "Let Them" Mindset: Navigating Change in Accounting and Beyond - The Woodard Report Podcast 41:15

22d ago41:15

41:15

On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence? Current events — Tax firm Andersen to file publicly for IPO a…

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The kids are alright: A check-in with university accounting students 14:44

24d ago14:44

14:44

At Intiut Connect, Jaclyn Anku, Principal Program Manager of ProAdvisor, was able to catch up with Professor David Waite of Utah Valley University who brought a group of accounting students to this year’s event. In Episode 14, we profiled Professor Waite and accountants Brittany Brown and Dan Luthi and their first-of-its-kind Client Advisor Service…

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Those Sneaky AI Agents 1:10:08

29d ago1:10:08

1:10:08

Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing…

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Episode 145 - Hooking Big Fish: Strategic Growth that Lasts - The Woodard Report Podcast 30:43

29d ago30:43

30:43

On this episode of the Woodard Report podcast, Joe speaks with Gail Crosley about how accounting firms can achieve sustainable, profitable growth through strategy rather than chance. Gail breaks down the difference between opportunistic and strategic growth, using her "fishing" analogy to show how narrowing focus, identifying ideal client profiles,…

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Now You Know: October 2025 QuickBooks Updates 28:40

1M ago28:40

28:40

Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk uplo…

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Episode 144 - Finding Joy in Accounting: Redefining Success and Work-Life Balance - The Woodard Report Podcast 31:33

1M ago31:33

31:33

On this episode of the Woodard Report podcast, Heather speaks with Kristen Keats about how to bring joy back into accounting. Kristen is a CPA and industry leader, with over twenty years experience serving small businesses and self-employed clients. With Heather, she shares her mission to create more meaningful, balanced, and fulfilling work for ac…

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Big News: Book Release and Time Sensitive Bonus Episode for People Going to Women Who Count and Intuit Connect 2:39

1M ago2:39

2:39

Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebrati…

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Intuit Connect - Know Before You Go 33:16

1M ago33:16

33:16

Tune in to this episode of On The Books as host Jessica McCracken gives a sneak peek at the upcoming Intuit Connect conference in Las Vegas. Learn about what to expect at the tentpole event, including the main stage lineup featuring Intuit leaders, Queen Latifah, Brene Brown, John Foley, Vanessa Van Edwards, and Carla Hall. Jessica also details new…

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Securing Your Security 46:53

1M ago46:53

46:53

Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and we…

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Episode 143 - AI Beyond the Hype: Building Trustworthy Accounting Tools - The Woodard Report Podcast 32:59

1M ago32:59

32:59

On this episode of the Woodard Report podcast, Joe speaks with Jeff about the future of AI in accounting and how predictive models can transform bookkeeping accuracy. Jeff shares how his company, Digits, leverages AI not to replace accountants but to streamline workflows, reduce errors, and give professionals more time for higher-value work. They a…

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Time-Saving Tech Solutions for Accountants [10.14.25] 1:01:54

1M ago1:01:54

1:01:54

Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and…

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How Do You Know All This? 35:43

2M ago35:43

35:43

Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wo…

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Episode 142 - Advisory Amplified: Empowering Firms to Lead with Confidence and Community - The Woodard Report Podcast 36:54

2M ago36:54

36:54

On this episode of the Woodard Report podcast, Heather speaks with Madeline Reeves about the evolution of advisory services in accounting and how firms can confidently transition from transactional work to advisory relationships. Madeline shares insights from her Advisory Amplified Roadshow, a national event series designed to give accounting profe…

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Navigating the New Era for Accounting Firms with Dan Hood 47:22

2M ago47:22

47:22

By Intuit

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Securing Your Intuit Login [9.30.25] 1:00:27

2M ago1:00:27

1:00:27

QBO is only as secure as your login, and there are vulnerabilities that Bad Actors are exploiting causing lost productivity time and fraud to you and your clients. We'll be discussing the concern, identifying the loopholes bad actors are taking, and give you practical steps to secure you and your client's login. Filling in for Matthew while he is a…

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Episode 141 - From FAR Reforms to the Future of Accounting: Adapting in a Changing Profession - The Woodard Report Podcast 38:08

2M ago38:08

38:08

On this episode of the Woodard Report podcast, Heather and Joe speak about upcoming regulatory changes that could ease the burden on government contractors and the potential disruption of the proposed HIRE Act, which would heavily tax outsourced accounting labor. They also dive into how the profession must adapt to staffing shortages, the evolving …

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Migrating Desktop Payroll and Payments to QuickBooks Online Without Starting Over 37:20

2M ago37:20

37:20

Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He al…

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Now You Know: September 2025 QuickBooks Updates 31:35

2M ago31:35

31:35

Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloada…

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Episode 140 - Tariffs, AI, and the Future of Accounting - The Woodard Report Podcast 35:01

2M ago35:01

35:01

On this episode of the Woodard Report podcast, Heather and Joe speak about the Supreme Court's pending decision on tariffs, how it could trigger massive refunds for businesses, and why accountants need to prepare now. They also discuss Ernst & Young's $1 billion investment in AI, exploring how automation might relieve staffing shortages while resha…

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Get the Keys: A discussion on technology change management 45:07

2M ago45:07

45:07

In episode 21, Chris Willams, CEO of System Six summarized the key focus areas of any merger or acquisition as “get the keys to the technology and focus on the people.” Practically, what is entailed in‌ getting the keys to the technology? Erin Hutton and Janelle Fox have lived this experience. Both were accounting firm leaders at a large top 40-fir…

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QuickBooks Rev Share Options [9.16.25] 51:42

2M ago51:42

51:42

ProAdvisors have always been a great source of referred subscriptions, but did you know there are several avenues for Accountants to earn income depending how the services are created. We'll discuss the pros, cons, and key differences between QuickBooks revenue share models so you can confidently choose the best fit for your accounting practice. QB…

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What’s a QSP and Why Should I Care? 1:09:11

2M ago1:09:11

1:09:11

QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why t…

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Episode 139 - AI, Accountants, and Innovation: Byron Patrick on the Future of Learning - The Woodard Report Podcast 40:42

2M ago40:42

40:42

On this episode of the Woodard Report podcast, Heather speaks with Byron Patrick about how AI is reshaping accounting education, professional development, and even everyday problem-solving. Byron shares insights from co-founding TB Academy, which offers hands-on courses in AI foundations and case studies for accountants, and highlights favorite AI …

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Customer Leads Hubba-Hubba 22:23

3M ago22:23

22:23

Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that reque…

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Episode 138 - Gen Z in the Workplace, AI Disruptions, and the Power of Continuous Learning - The Woodard Report Podcast 40:56

3M ago40:56

40:56

On this episode of the Woodard Report podcast, Heather and Joe speak about the Gen Z workplace, Microsoft's research on which jobs are most vulnerable to AI disruption, and how accountants can interpret numbers much like mathematicians describe the inexpressible. They also share TV and movie quotes that highlight the importance of continuous learni…

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Let's talk about private equity....and other growth options 46:55

3M ago46:55

46:55

Private equity and accounting. Let’s talk about it. Hosts Ted Callahan and Jessica McCracken talk with Jacob Schoeder, founder and CEO of Asecend Consulting about what private equity investment means for accounting, if this is a phase or a durable reality in the industry, and other growth strategies available for firms. The trio talks about what ro…

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Closing Conversion Gaps:QuickBooks Desktop to Online with Method 57:44

3M ago57:44

57:44

Migrating from QuickBooks Desktop to Online can create feature gaps—but don’t worry! This webinar shows how Method bridges those gaps with tools like two-way sync, custom workflows, and customer portal payments, ensuring a smooth and efficient transition. Learn More about Method:https://snip.ly/Method QB Power Hour is a free, biweekly webinar serie…

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Ch-Ch-Ch-Changes: Navigating QuickBooks Online's New Interface 58:28

3M ago58:28

58:28

Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legit…