On The Books

By Intuit

On the Books is a podcast for the accounting community presented by Intuit. In each episode, we’ll explore topics that are shaping the world of accounting— and your career within it.

We’re going beyo... more

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FAQs about On The Books:

How many episodes does On The Books have?

The podcast currently has 38 episodes available.

On The Books episodes:

April 14, 2026 Why things change in QuickBooks
Let’s talk to the man that metaphorically decides to move your cheese.
Why do buttons move in QuickBooks? Who decides when, how, and why Intuit changes how the software works?This episode focuses on the vital role of design in the QuickBooks and how it shapes the way accountants and small businesses interact with technology.

We are joined by Alastair Simpson, Vice President of Design for the QuickBooks Ecosystem at Intuit. Alastair’s background includes leadership roles at Atlassian and Dropbox, and he brings a unique perspective on building software that users rely on to get their best work done.

We dive into the "jobs to be done" philosophy, the transition to a more predictable thematic release cycle, and how Intuit balances modernization with the deep-rooted muscle memory of power users. Alastair also talks about the exciting, yet daunting, integration of AI into professional workflows and the importance of maintaining trust through traceability.

For full show notes, visit firmofthefuture.com
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1h 5min
March 31, 2026 Firm leaders discuss mental health in accounting
If you are experiencing mental health challenges, please consult local resources for assistance. This episode is intended to offer encouragement, but is not intended to provide medical advice. See below for resources to help you in your
mental health journey.

This episode is part two of our discussion on mental health and burnout in the accounting industry. Part 1 with Randy Crabtree is available on all podcasts feeds. For this episode, we are joined by Kane Polakoff, CAS Practice Leader at CohnReznick, and Jennifer Alleva, CEO of Your Part-Time Controller (YPTC).

We dive into the shifting culture of the accounting industry, specifically focusing on the transition from busy seasons to a year-round workload. They share their personal stories and leadership strategies for prioritizing staff well-being, fostering a supportive firm culture, and navigating the exciting yet daunting integration of AI into professional workflows.

The group discusses:
Rethinking busy season": “Busy season” is now “busy year” and the guests talk through managing workload year-round, offering flexible schedules and other ways to help accountants find balance.

Managing macroeconomic stress: The impact of macroeconomic forces on clients creates a unique mental load for the advisors who serve them.

The "Sunday Scaries" test: Kane and Jennifer discuss the importance of being attuned to staff stress levels and fostering an environment where employees aren't dreading the start of their work week.

The power of vulnerability: Overcoming the industry stigma against asking for help and the importance of leaders modeling healthy boundaries and self-care.

Capacity management: Differentiating between capacity of time and capacity of skill to provide the right support for every team member.

For full show notes, visit firmofthefuture.com
...more
1h 9min
March 17, 2026 Vulnerability, Mental Health, and the Evolving Culture of Accounting
If you are experiencing mental health challenges, please consult local resources for assistance. This episode is intended to offer encouragement but is not intended to provide medical advice. See full show notes for resources to help you in your mental health journey.

In this episode, hosts Ted Callahan and Jessica McCracken dive into a critical conversation on mental health, burnout, and the evolving culture of the accounting industry. Their guest, Randy Crabtree (co-founder of Tri-Merit Specialty Tax and host of The Unique CPA podcast), shares his harrowing personal journey of suffering a stress-induced stroke and how it transformed his approach to leadership and life.

Randy details the events leading up to February 6, 2014, when he suffered a stroke at age 51.

The power of vulnerability - Post-recovery, Randy realized that pretending to be perfect was detrimental to his firm's culture.

Redefining Success and metrics in the industry - Randy challenges the traditional accounting model that equates long hours with success.

AI as an Enabler: Randy views AI as a tool to remove the drudgery of compliance and data entry, allowing accountants to step into their true value as advisors.

Passion vs. Role: Randy stepped down as managing partner to focus on what he loves—inspiring change and speaking—demonstrating that career paths should align with personal skills and passions.

For full show notes, visit firmofthefuture.com
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1h 3min
March 03, 2026 Building trust and scaling with intention in an AI world
Technology is constantly evolving, but people don’t change. In this special crossover episode of On the Books and Intuit Connect On, hosts Ted Callahan and Jessica McCracken sit down with Dave Olsen, founder of Nimbl.
Dave shares his journey from working at one of the Big Four accounting firms to becoming a fractional CFO, and eventually founding Nimbl. He dives deep into the philosophy of "wide experimentation and narrow adoption," the nuances of leading a global team, and why the best accountants are often the best listeners.
In This Episode, We Discuss:

The transition from practitioner to leader: Why Dave decided to stop doing the work himself to focus on building the systems that empower others.

Wide experimentation, narrow adoption: A strategic framework for introducing AI and new tech without burning out your team.

The human intelligence factor: Why technology makes growth possible, but people are the ones who make that growth meaningful.

Managing a global workforce: How Nimble integrates offshore teams in the Philippines and Argentina to create a seamless client experience.

Overcoming tech stack fatigue: Strategies for consolidating tools to improve internal efficiency and employee retention.

Leadership mindset: The importance of progression over change and how to instill confidence in your team and your clients.

For full show notes, visit firmofthefuture.com
...more
44min
February 17, 2026 Upskilling 1 million accountants in the next five years
In this episode of On the Books, we talk about one of the hottest topics in the accounting industry: the talent and skills shortage. Joining us are Katie Rosenberg and Lynn Letukas from the Intuit for Education team to talk about Intuit’s bold mission to upskill the next generation, the impact of AI on early-career roles, and how modern accounting is currently one of the most tech-forward professions
In This Episode, We Discuss:
Intuit’s Bold Goals: How Intuit aims to help 50 million students become financially literate by 2030 and upskill 1 million future accounting professionals over the next five years.
The Talent Pipeline: Addressing the 8% year-over-year decline in accounting graduates and the upcoming retirement of 70% of the current workforce.
AI + HI: Why AI won't replace accountants, but rather empower them to focus on high-value advisory services and critical thinking.
Hands-On Learning: Exploring the Food Truck Program and other simulations that give high school and college students real-world experience using tools like QuickBooks and Mailchimp.
Changing the Narrative: Moving away from the "Big Four or bust" mentality to show students the diverse, tech-driven opportunities in the Client Advisory Services space.
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36min
February 03, 2026 In Conversation with Sasan Goodarzi, Intuit's Chairman and CEO
"I believe we live in a world of confidence... AI will eliminate almost all the drudgery and manual work over time, but it will not change the importance of human interaction." — Sasan Goodarzi
In this landmark episode, hosts Ted Callahan and Jessica McCracken are joined by Sasan Goodarzi, the Chairman and CEO of Intuit. Sasan shares his unique leadership philosophy, the future of the "human-to-AI" connection, and how Intuit is revolutionizing the accounting industry through the newly launched Intuit Accountant Suite.
In This Episode, We Discuss:
The Pillars of Customer Obsession: Sasan breaks down his hands-on approach to leadership, including spending 30% of his time on the road, responding personally to customer escalations, and meeting directly with frontline engineers and sales teams.
The Birth of "Intuit Intelligence": Sasan recounts a pivotal "aha moment" at an Accountant Council meeting. After seeing accountants manually use external AI tools due to safety concerns, he pivoted the company's strategy to build a secure, generative AI "thought partner" directly into the Intuit platform.
AI + HI (Human Intelligence): A deep dive into why AI will never replace the accountant. Sasan emphasizes that while AI eliminates manual "drudgery," the "X-factor" remains the human confidence and expertise provided by accounting professionals.
The Intuit Accountant Suite: Sasan discusses the vision behind this massive release—the biggest for the community in over a decade—designed to help firms manage their practice, clients, and workforce in one unified ecosystem. For full show notes, visit firmofthefuture.com. And to see the full video of this episode head over to the Intuit Connect ON website.
...more
34min
January 20, 2026 Around the world: The Canadian Accounting Landscape
In this episode of On the Books, hosts Ted Callahan and Jessica McCracken head north to explore the global accounting landscape, starting with the Canadian market. They are joined by Mike Libbey, Partner and COO at YBL (formerly Your Bottom Line) and co-founder of Edgeflow.
Mike shares his journey of scaling a 26-year-old family-run firm in Oshawa to a team of 33, while navigating the rapid technological shifts currently transforming the industry. From the nuances of Canadian capital gains tax to the "vibe coding" revolution, Mike provides a high-energy look at how firms can stay human in an increasingly automated world.
In This Episode, We Discuss:
The Canadian vs. US Market: Mike breaks down the similarities and key differences between the two markets, specifically regarding app availability and tax complexities.
Scaling a Family Business: Insights into working alongside parents and siblings, and the professional maturity required to grow a family firm without losing the personal touch.
Navigating Regulatory Uncertainty: How YBL is managing tariff uncertainty and impending changes to Canadian capital gains inclusion rates.
The Power of "I Don't Know": Why radical candor and fact-checking are more important than ever in the age of AI.
Vibe Coding and Custom Apps: Mike explains how he is building custom tools like Stash (in beta) to solve internal inefficiencies and why "vibe coding" is the most transformative thing to happen to his firm.
The Human Differentiator: Why the future of accounting isn't just about compliance, but about being an integrated business partner that provides the human interaction AI can't replicate. For full show notes, visit firmofthefuture.com
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46min
January 06, 2026 Numbers & Narratives: Redefining Advisory for 2026
In this episode, hosts Ted Callahan and Jessica McCracken reflect on the transformative year of 2025 and look ahead to the future of the accounting profession. The episode features panel discussion from Intuit Connect, featuring industry leaders Dixie McCurley, Kim Blascoe, Greg Landers, and Liz Mason. The conversation moves beyond the buzzword of "advisory" to define the "augmented advisor"—a professional who leverages the power of technology to drive real economic impact.
The discussion dives deep into the practicalities of integrating AI and human intelligence within accounting firms. The experts address the current trust gap regarding AI accuracy and emphasize the necessity of clean data architecture and strong data governance as the foundation for new technology. Looking toward the next generation of talent, the panel outlines how the accountant profile is evolving to require a blend of technical numeracy, data analytics, and the soft skills of storytelling and empathy. By embracing vulnerability and a willingness to learn in public, the panelist detailed how firms can close the gap between traditional compliance and high-value advisory, ultimately creating a more healthy and sustainable future for the industry. For full show notes, visit firmofthefuture.com
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35min
December 16, 2025 Consolidation and Change: Becky Munson and Michael Hitchcock on the Year in Accounting
In this final episode of 2025, hosts Ted Callahan and Jessica McCracken are joined by two exceptional guests to reflect on the year in accounting and look ahead to 2026: Becky Munson, a Partner in the Advisory Group at EisnerAmper, and Michael Hitchcock, Vice President of Product for Accounting and Accountants at Intuit.
The four talk about the notable AI perception shift within the accounting community, the accelerating pace of change and the necessity for accounting firms to lean into innovation, a growing sense of app fatigue, the need for strong change management, and how accountants have become solution “builders” this year.
The discussion also covers accelerated career trajectories for younger staff who can leverage technology to quickly ingest information, bypassing the need for decades of manual experience. And the group talks about why consolidation became the thing all accountants had to consider in 2025. Becky drops a brilliant perspective for the new year: the tech we have today is the worst it will ever be, meaning things are only going to get better and faster from here!
Becky and Micahel also share what they are most excited about in 2026 and the group shares their thoughts on Metallica, My Morning Jacket, Eminem, and Peanut M&Ms. For full show notes, visit firmofthefuture.com
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44min
December 02, 2025 Policy changes that impact accountants - Tanner Arnold, Staff Program Manager, Intuit
The Working Families Tax Cut, signed into law earlier this year, introduces several compliance changes that will impact payroll and tax filing for the 2025 tax year. This episode features Tanner Arnold, Staff Program Manager on the Intuit Payroll team, who dives into the specifics. Learn about the provisions for "no tax on tips" and "no tax on overtime," understanding the critical distinction between qualified and non-qualified tips and overtime.

Tanner explains what accountants need to know about these changes and discusses what resources Intuit is providing to accountants and their clients. The episode also touches on future changes for 2026, including the introduction of new retirement accounts, and what you can do today to prepare for these new compliance requirements. For full show notes, visit firmofthefuture.com
...more
40min

FAQs about On The Books:

How many episodes does On The Books have?

The podcast currently has 38 episodes available.

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