Unofficial QuickBooks Accountants Podcast Podcast By Alicia Katz Pollock MAT cover art

Unofficial QuickBooks Accountants Podcast

Unofficial QuickBooks Accountants Podcast

By: Alicia Katz Pollock MAT
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About this listen

 Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests 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.@ 2025 Earmark Media LLC Politics & Government
Episodes
  • The 20 Things Bookkeepers Should Never Do (Wheel of Rants)

    The 20 Things Bookkeepers Should Never Do (Wheel of Rants)
    May 15 2025

    Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.

    Sponsors
    Debits - https://uqb.promo/debits


    • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
    • (00:27) - Spring Break Road Trip and Intuit Campus Visit
    • (01:54) - Spinning the Wheel of Rants
    • (02:47) - Allowing Clients to Control the Work
    • (04:34) - Giving Legal or Tax Advice
    • (09:24) - Taking Clients Without Required Skills
    • (14:51) - Working for Free and Discounting Invoices
    • (21:04) - Access to Client Bank Accounts
    • (25:44) - Managing Client Communication
    • (29:47) - Importance of Engagement Letters
    • (33:08) - Reviewing and Updating Engagement Letters
    • (35:59) - Vetting Clients Before Engagement
    • (41:50) - Emotional Boundaries with Clients
    • (44:52) - Confidentiality and Professionalism
    • (47:50) - Course Announcements and Wrap-Up

    Resources

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: unofficialquickbookspodcast@gmail.com


    Nancy McClelland’s Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup

    1Password: 1password.com

    Keeper: https://keeper.app/?via=4aaea6

    Alicia’s Mobile App class: May 13
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    53 mins
  • Recertification Season

    Recertification Season
    May 8 2025

    Alicia and Margie break down the QuickBooks ProAdvisor certification process, exploring the differences between certification levels and the benefits of becoming certified. They discuss the recently opened recertification period, explain how to navigate the testing process, and share insider tips for passing the exams with confidence. Learn how certification can expand your QuickBooks knowledge, boost your professional credibility, and help you attract new clients through the ProAdvisor directory.

    Sponsors
    Debits - https://uqb.promo/debits


    • (00:06) - QuickBooks ProAdvisor Certification Overview
    • (01:28) - Benefits of Certification
    • (02:55) - ProAdvisor Directory and Points System
    • (05:45) - Recertification Process
    • (12:13) - Recertification Tests and Tips
    • (19:52) - Importance of Certification
    • (20:37) - Credly Badges and ProAdvisor Title
    • (28:51) - Conclusion and Upcoming Events

    Resources

    LinkedIn Group: https://www.linkedin.com/groups/14630719/

    YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast

    Email: unofficialquickbookspodcast@gmail.com


    Free ebook: “Everything You Ever Wanted to Know about QuickBooks Online ProAdvisor Academy and Certification.” www.akadian.com/everything


    If you need help recertifying because the Intuit training doesn’t match your learning style: www.akadian.com/recertify

    Past episode about Intuit Academy, Nov 2024: https://uqb.show/66


    Alicia’s QBO Mobile App class on May 13, 2025:

    Join live webinar for free: https://us02web.zoom.us/webinar/register/WN_ZEM9oSItSDK-c6bE8mhEiQ?mc_cid=d6d4232c7f&mc_eid=4be8b822bd#/registration

    Enroll for class recording with CPE: http://royl.ws/QBOMobile

    Sign up to Earmark to earn free CPE for listening to this podcast
    https://www.earmark.app/onboarding
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    33 mins
  • Tags Are Back! (I Told You So!)

    Tags Are Back! (I Told You So!)
    May 8 2025

    Intuit has reversed course and TAGS are back!

    Previous episode about Tags being cancelled: Taps for Tags, April 3, 2025, uqb.show/84
    Show more Show less
    7 mins
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