Mind the Gap: Solutions Beyond Intuit’s Suite

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