All sorts of topics about accounting and small business advisory from multiple sources that Hector has been recorded in
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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisors Hector Garcia, CPA and Alicia Katz Pollock, MAT. Hector and Alicia break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
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Cool! Cover art photo provided by Bia Andrade on Unsplash: https://unsplash.com/@biawashere
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If you want to build an accounting or bookkeeping firm that gives you joy, you need to stop, and focus. Learn strategies and best practices for practice management and earn FREE CPE while you're at it!
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Something NEUE takes you into the mind and world of Houston creatives and all-around funny guys Hector Garcia and Steve Martínez from Houston, TX. With the help of lots of coffee, vodka, and big square ice cubes in tiny whiskey glasses, these two will have you cracking up and amazed at how intelligently funny these guys are. Kinda. Enjoy. Support this podcast: https://podcasters.spotify.com/pod/show/neuecreative/support
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The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know ...
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Welcome to The Greg Wientjes Show! In this podcast, I decode the minds of world-class technology inventors and business leaders. My interviews explore the key tools, strategies and insights used by these great inventors and entrepreneurs that allow them to achieve and innovate -- tools and techniques that you can emulate, learn from, and apply to your own life for greater creativity and fulfillment. The first few episodes include The Father of the Internet, Vint Cerf; Ray Kurzweil, inventor ...
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Join various members from the Kepware team, as well as special guests, as they discuss various industry topics - both technical and cultural.
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Coming at you from the Fraser Valley in beautiful BC, focuses on secular humanism, skeptical thinking, positive atheism and all that good stuff.
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Robin Powell is a journalist and broadcaster, campaigning for positive change in the investing industry. Each week, Robin speaks to genuine experts in the field to find out the truth about investing. This podcast is brought to you by Regis Media, a specialist provider of content marketing to advisory firms around the world.
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Hosted by Nathan Dickey, this podcast celebrates the examined life and the courage it takes to lead an evidence-based life of questioning and doubt.
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The Pharmadelic Experience podcast explores career opportunities in the pharma sector. Each episode will focus on a different career field, so you can learn what they do, how they got there and what challenges they have encountered along the way. For inquiries email: David@pharmadelic.com
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The Synopsis is a podcast for people who seek knowledge, made by people who explore the cutting edge of ideas and creativity. The Synopsis presents ten-minute summaries of the most talked-about books of recent years, parsing the knowledge contained in those pages to provide effective, practicable takeaways that can be applied in our daily life. We dive into the bestselling nonfiction literature that has set new benchmarks, transformed lives and habits, given a new direction to people, educat ...
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Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…
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EP439: Tanya Fox - How To Collaborate: Back To Basics - Part 1
31:39
31:39
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“What I realized only years later, in doing collaborations is that I had to stop assuming I knew what someone thought I was worth, or what they were getting is worth.” -Tanya Fox There exists a damaging belief in business that if we aren’t the ones handling every aspect of our work, that we aren’t successful. As much as we might like to believe we …
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In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…
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EP438: Tonya Herb - Turning Failure To Fuel: Why You Should Always Try Again
34:29
34:29
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“You’re meant to lead the way and if your plate is so full that you’re only doing things halfway, and not feeling really good about the job you’re doing, and how you can impact others, we need to really take a holistic look at what’s going on.” -Tonya Herb When our cars break down, we seek out a mechanic. We visit the doctor when we are sick. Yet i…
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Intuit Enterprise Suite - What We Know
55:37
55:37
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Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…
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EP437: Michelle Bomberger - How To Safeguard Your Business For Success
38:27
38:27
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38:27
“You’re not your client's bank. Contrary to some beliefs, you’re doing work for them and getting paid. There are different ways to structure your payment terms that limit your exposure.” -Michelle Bomberger We know as bookkeepers just how much relationships matter in business; we want our clients to invest in us to fill their gaps. But we often don…
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Exactly What to Say to Accountants
32:45
32:45
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Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world exampl…
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EP436: Ruth King - The Value Of Getting Your Business Financially Fit
37:55
37:55
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“The job of a good embezzler is to become the trusted bookkeeper.” -Ruth King The pace of change is exponential, and keeping up with all the new technologies is a real challenge. But it doesn’t have to be that way. We don’t have to chase every new invention; we need only to find the tools that make doing business for ourselves and our clients a lit…
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Misc. Musings on QuickBooks | Sept 2024
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57:14
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Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accou…
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EP435: Matthew Dicks - How To Connect Your Business With Your Story
40:13
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“We’re actually biologically positioned and programmed to receive stories. For most of existence, for the hundreds of thousands of years humans have existed on the planet, we have not been able to transfer information in written form from one person to another.” -Matthew Dicks As bookkeepers, we love the details. We find patterns in them others str…
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Intuit Dome Is the Future
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38:11
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This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. Sponsors Fishbowl - https://uqb.promo/fishbowl Melio - https://uqb.promo/melio …
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EP434: Bruce Fertman - Walking For Wellness: Your Path To Great Health
48:29
48:29
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48:29
“Walking is our common denominator in terms of movement, almost all of us walk. It’s a really great place to begin, to teach people about movement.” -Bruce Fertman Our role as bookkeepers gives us unique insight into the health of a business. We can make sense of the figures in a way our clients would struggle to alone. We find the problems and suc…
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Intuit's FY 2024 Earnings
46:19
46:19
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Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …
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EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom
31:46
31:46
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“A lot of people say, ‘Oh retirement, that’s for old people. I don’t need to be thinking about that now.’ But it is just good cash flow management. It's good financial planning. To be thinking not only about what I am spending my money on today as a business owner but also what does this look like in 5, 10, 20 years.” -Courtenay Shipley As bookkeep…
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AI & Future of Accounting - Interview from Hannah Smolenski CPA
37:26
37:26
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Check out Hannah's amazing YouTube Channel: https://youtu.be/sbXbhSATArs Check out REFRAME 2024: https://www.reframe2024.com/
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QBO Payroll Updates August 2024
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1:01:01
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Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…
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EP432: Trixy Castro - Mastering Resilience: How To Get Focused On Your Goals
32:25
32:25
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32:25
“Oftentimes, we’re our own worst enemy, and so we listen to the one negative comment or the one negative undertone that someone gives us, and we hold onto that.” -Trixy Castro Every challenge provides an opportunity for growth. A chance to build a mindset of resilience, that will let us face any problem with a mind to solutions. That bias and barri…
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Artificial Intelligence Part 1
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45:12
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45:12
In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…
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EP431: Hector Garcia - Innovate & Create: Building Client Confidence - Part 2
34:25
34:25
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34:25
“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the bookkeeper’s job should be giving the business owner confidence in their number.” -Hector Garcia For as long as we define our value by our skills alone, we will have to bear the threat of replacement. If a…
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QuickBooks Karma? Financing Your Estimates
49:03
49:03
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49:03
This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…
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EP430: Hector Garcia - Innovate & Create: Reframing Your Story - Part 1
27:18
27:18
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“Innovation means always doing it differently, always doing it better. Innovation is not always technology; innovation is providing a different point of view to the status quo.” -Hector Garcia There will always be people more successful than we are. This is only a problem if we decide it's not worth taking any action to better our lives because we’…
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Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to…
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EP429: Tim Sernett - Technology Vs Tradition: How To Embrace Both
34:16
34:16
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34:16
“If they don’t have the right mindset and the right willingness to adopt the technology, it's just not going to work.” -Tim Sernett Everyone is different. There will be those who love trying new things and those who are more hesitant to leave their bubble of security. One isn’t better than the other, but when it comes to business, you must consider…
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QBO New Features July 2024
56:55
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In this episode, Alicia and Hector discuss several new features and updates to QuickBooks Online. They cover the new PayPal connector, enhancements to inventory management tools including variants, organizational charts in QBO Payroll, and the integration of Ship Engine for shipping labels. The hosts also talk about a new subscription invoicing fea…
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EP428: Tyler Otto - How Saying No Will Help You Grow
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33:32
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33:32
“Nowadays I fire people. I fired one client last month. They didn’t even make it two months in. But the way they talked to my staff and scope creep and demanding a lot of things that we never agreed to, I let them go within a month and a half. Where before I would suffer those clients for a year.” -Tyler Otto It is natural when starting a business …
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Matching Bank Transactions
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43:38
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43:38
This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accur…
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EP427: Peter Cook & Debbie Roberts - The E-Myth Bookkeeper: Strategies for Hiring Success
39:55
39:55
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39:55
“The number one marketing strategy for bookkeepers, people would say, is 'do a good job and referrals will come.'” -Debbie Roberts Finding the right people to work in our businesses is tough. Managing expectations on both sides can be challenging, maybe our systems and processes aren’t as great as we hoped, or maybe they just aren’t the right fit f…
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QuickBooks Price Increase
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1:01:10
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This episode of the Unofficial QuickBooks Accountants Podcast focuses on recent price changes announced by Intuit for QuickBooks products. Hector and Alicia provide a detailed breakdown of the new pricing for QuickBooks Online, QuickBooks Desktop, and related payroll services, discussing the significant increases particularly for Desktop products. …
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EP426: Jeff Bartsch - Telling Your Story: How To Attract & Retain Your Ideal Client - Part 2
29:40
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“You don’t have to know everything, but if you can ask the questions and then if you can figure out how those tie into the financials, you can say ‘here are the numbers, but here’s what they mean.’” -Jeff Bartsch All of us have a story, but few of us embrace the ability we all possess to change the narrative at any moment. There is comfort in famil…
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QuickBooks Classes vs. Locations vs. Tags
56:25
56:25
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56:25
This episode discusses various reporting dimensions in QuickBooks Online, including tags, locations, classes, customer projects, and custom fields. Hector and Alicia, explain how each dimension works, their limitations, and when to use them for different business scenarios. They highlight the differences between QuickBooks Online versions (Simple S…
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EP425: Jeff Bartsch - Telling Your Story: Giving Meaning To The Numbers - Part 1
32:43
32:43
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32:43
“A story is where a character wants something, overcomes obstacles to get it and experiences transformation as a result. Identity, desire, obstacles and transformation. And then we as providers of services and products, we are the guide, we come alongside to help that hero get what they want.” -Jeff Bartsch Being a bookkeeper is about more than our…
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QuickBooks June 2024 Updates
40:48
40:48
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40:48
In this episode Hector and Alicia discuss the latest updates to the QuickBooks ecosystem for June 2024. They cover new features like the QuickBooks Online desktop app, backdating paychecks, split billing for accountants, I-9 employment verification, and QuickBooks BillPay Elite. They also share their experiences from recent accounting conferences a…
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With Jasmine DiLucci (Tax Attorney): Fighting Bad Tax Advice
53:13
53:13
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53:13
Follow Jasmine: youtube.com/@taxleverage instagram.com/taxleveragejd taxleverage.com
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EP424: Jackie Koch - Navigating Hiring & Firing: A Practical Guide
39:05
39:05
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39:05
“I think there are three main things that are super important for running a business. One is knowing how to be a great leader and a great manager of people. There’s learning how to hire the right people for your business and how to build a team. And then there’s knowing how to follow the rules and stay out of trouble!” -Jackie Koch As with all thin…
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