Discover what to do when Intuit’s accountant suite just isn’t cutting it. Rachel and Dan will explore smarter tools and strategies for accounting pros ready to level up. Find out how to streamline your workflow and deliver more for your clients—no em dashes required.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Register for the Live sessions at: https://snip.ly/WSW 
BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle 

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Welcome Back Rachel
00:23 Mexico Trip Banter
02:24 Series Recap And Today Topic
04:23 Practice Management Basics
06:53 From Sheets To SOPs
09:14 Scaling With Standards
11:46 Shared Inbox And Visibility
15:35 Secure Portals And Files
19:24 Onboarding And Proposals
22:18 Tool Overlap And Integrations
25:20 AI Hype Fatigue
27:32 Old School Release Cycles
28:18 AI Bubble Reality Check
29:17 Intuit Intelligence Popups
30:17 When AI Actually Helps
31:31 AR Aging Edge Case Fail
33:10 Paywalled Prompts Model
34:52 Integrated AI Tradeoffs
36:25 Practice Tools Tried
38:29 Double vs Client Hub
41:25 Feature Creep and Obsolescence
45:30 Wrap Up and Next Guests