Unofficial QuickBooks Accountants Podcast

Alicia sits down with Matthew “Spot” Fulton to reflect on a year that brought her Insightful Accountant’s Top ProAdvisor Educator title, a BDO Alliance Growth Strategy Award for Royalwise, and a spot on Ignition’s Top 50 Women in Accounting. She uses the recognition to argue that accounting education has to shift from handing out information to building judgment and confidence, walking through her paid Bookkeeping Incubator, the interactive QuickBooks Online Step-by-Step e-book, and the Royalwise OWLS community’s new paths for bookkeepers and business owners. She closes with a question for every accounting firm owner: how are you training your people?Sponsors:Intuit Accountants - http://uqb.promo/intuitZamp - http://uqb.promo/zampPilot - http://uqb.promo/pilotVeltrix - http://uqb.promo/veltrix(00:00) - Industry Shift Reflection (01:31) - Awards and Recognition (03:49) - From Info to Capability (08:11) - Bookkeeping Incubator Model (12:38) - Leveling Up to Leadership (16:42) - Interactive QBO E-Book (23:10) - AI and Better Teaching (24:24) - Evolving OWLS Community (27:31) - Two Learning Pathways (33:12) - Lessons and Takeaways (38:15) - Closing and Next Steps LINKSRoyalwise OWLS Bookkeeping Incubator: https://drive.google.com/file/d/1-qNWCK0KINUMuH4FoYUFOan4Qo6NVsMh/view?usp=sharingInsightful Accountant’s Top Advisor Educator: https://blog.insightfulaccountant.com/insightful-accountants-2026-top-advisors-announcedIgnition’s Top 50 Women in Accounting: https://womeninaccounting.ignitionapp.com/top-50BDO Alliance’s Growth Strategy Award: https://www.bdo.com/insights/bdo-alliance-usa-recognizes-nine-firms-with-2026-alliance-awardsAlicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-MartinezNov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907Dec 2: 1099s in QBO: http://royl.ws/QBO-1099Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEndWe want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia and Matthew “Spot” Fulton recap Intuit’s latest In the Know webinar, starting with why accountants should move to Intuit Accountant Suite now, ahead of the ProPartner Accountants launch and the December 31 end of QuickBooks Online Accountant. They cover Books to Advice, which pulls QuickBooks Online data straight into ProConnect and Lacerte tax projections, and a new payroll feature that imports hours from third-party time tracking spreadsheets. They also look at the new client list columns, consolidation that now carries over documents, reports, and team members, and the HR resource center expanding to all Workforce levels.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zampVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Format (00:45) - What Is In the Know (02:52) - Community News and Events (04:33) - ProPartner Transition Tips (07:31) - Workforce Payroll and HR (09:15) - Awards and Webinar Lineup (12:17) - Books to Advice Tax Planning (17:58) - Payroll Spreadsheet Uploads (23:00) - Accountant Suite Updates (26:53) - Consolidation and Accelerate (35:58) - Around the Corner Wrap-Up (36:39) - Hosts Updates and Closing LINKSLink to event: https://intuit.ondemand.goldcast.io/on-demand/71a2f905-626f-448d-8f87-ea9262a76e7aHandouts: https://staticassets.public-pr50.goldcast.io/event/71a2f905-626f-448d-8f87-ea9262a76e7a/resources/po7YmXbGTOK84ynNbW9T_October2026_ProAdvisor_InTheKnow_Handout.pdfOur episode with Jeff Siegel, 2026 Top ProAdvisor: www.uqb.show/108Alicia’s Upcoming Classes:Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:Nov 10 - Dec 8: Accounting LifeCycle with Mariette Martinez: https://learn.royalwise.com/visitor_catalog_class/show/2637279/The-Accounting-Life-Cycle-with-Mariette-MartinezNov 13: QBO Workforce Payroll Course: http://royl.ws/payroll?affiliate=5393907Nov 24: QB Time Course: http://royl.ws/qbtime?affiliate=5393907Dec 2: 1099s in QBO: http://royl.ws/QBO-1099Dec 9: Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907Dec 15: Year-end Cleanup for Taxes: http://royl.ws/QBOYearEndWe want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Alicia and Kathy Grosskurth of Bookkeeping Clean and Simple, two self-described bank feed geeks, walk through the revamped QuickBooks Online bank feed and the controls that let accountants decide how much to trust the AI. They cover the green, blue, and orange review signals, draggable columns, drag-and-drop attachments, grouping and sorting for large cleanups, new keyboard shortcuts, and automatic transfer pairing. They also dig into the new policy reviews and accounting settings, where each client’s required fields, review thresholds, and capitalization rules can be set.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zampVeltrix - http://uqb.promo/veltrix(00:00) - Welcome and Introductions (00:53) - Why Bank Feeds Matter (01:52) - AI Reset and Retraining (04:27) - Review Signals Explained (07:43) - Categorization History Tricks (08:45) - Customize the Banking Grid (12:21) - Attach Receipts Fast (15:07) - More Baby Gear Settings (18:06) - Warnings and Best Practices (21:12) - Batching With Group and Sort (23:35) - Posted Tab Auto Matching (25:54) - Keyboard Shortcuts and Focus Mode (28:08) - Account Switcher and Reorder (34:08) - Transfer Pair Matching (35:30) - Policy Reviews and AI Controls (41:29) - Guest and Host Updates (43:51) - Wrap Up and How to Engage LINKSAlicia’s Bank Feeds Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907Find us at Intuit Connect in Booth 60!Connect with Kathy Grosskurth:Email: [email protected]: https://www.bookkeepingcleanandsimple.comYouTube: https://www.youtube.com/c/KathyGrosskurth/?sub_confirmation=1Schedule an Initial Discovery Phone Call: https://calendly.com/kathygrosskurth/freeconsultWe want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

Come find Royalwise in the Expo Hall at booth 60 at Intuit Connect!We want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

With the economy and the profession in flux, Alicia welcomes Michelle Weinstein, founder of The Abundant Accountant, to explain how scarcity thinking leads accounting firm owners to discount, give away free advice, and take on the wrong clients. Michelle breaks down the difference between marketing and sales, why every prospect should be qualified and diagnosed before a meeting, how to price on the value of the problem rather than your hours, and how to build confidence to re-enroll existing clients at higher fees. She also ties it all back to exit strategy, showing how the same habits that raise profitability also raise the multiple a buyer will pay for your accounting firm.Sponsors:Intuit Accountants - http://uqb.promo/intuitPilot - http://uqb.promo/pilotZamp - http://uqb.promo/zampVeltrix - http://uqb.promo/veltrix(00:00) - Scarcity vs Abundance (01:33) - Meet Michelle Weinstein (02:52) - Words Shape Reality (07:01) - Stop Undervaluing Work (11:35) - Marketing vs Sales (14:01) - Qualification and Diagnostics (19:21) - Value Based Pricing (24:48) - Raise Fees Confidently (31:06) - Build for Acquisition (35:27) - Wrap Up and Next Steps (36:53) - Whats Going On (38:11) - Events and Closing LINKSWe want to hear from you!Send your questions and comments to us at [email protected] our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcastSign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding