On The Books

Meet your AI-sherpa, your guide, in this new accounting frontier. Chad Davis, Co-Founder and Partner of LiveCA, joins Ted and Jessica to talk about his journey with AI in accounting. Chad's interest in AI grew as he saw its potential to revolutionize the accounting industry. He has since become a leading expert and speaker on the subject, implementing robust AI solutions in his firm and fostering a community of learning and suppo...

You may have heard. QuickBooks is getting a glow-up. In this episode of the podcast, Ted and Jessica sit down with Joe Preston, Vice President of Product and Design at Intuit, to explore the exciting new QuickBooks experience. Joe talks through why these changes and why now. He also details the multi-month journey to develop the new changes team's focus on providing new tools to improve productivity and efficiency. The group tal...

How do you talk about your firm? How do you find new clients, or honestly, how do new clients find YOU? How do you (gasp!) market your services? Referrals remain strong, but there's a whole world of communication methods and ideas that have entered the industry.

Business development doesn't look the same as it did just a few short years ago. Social media, always-on content, video, audio … there are a million new ways to reach pot...

It’s graduation season, and in this episode, we explore a groundbreaking university class that is changing how students learn about Client Advisory Services. Recorded live at Utah Valley University, Intuit’s Jaclyn Anku interviews Accounting Professor David Waite, Brittany Brown, CEO of LedgerGurus, and Dan Luthi, Partner and COO at Ignite Spot. They discuss a pioneering new class that integrates real-world case studies and hands-...

Intuit receives over 15,000 pieces of feedback specifically from accountants every year. What in the world do we do with it all? In this episode of 'On the Books,' Ted Callahan and Jessica McCracken are joined by Karla Uribe, Director of Accountant Product at Intuit,, to delve into the essential role of accountant feedback in product development. Karla shares how her team collects and prioritizes feedback, ranging from strategic ...

That sentiment is best expressed by four accounting industry experts who have spent the past two years giving targeted product feedback to Intuit. Meet Matt, Lisa, Korey, and Ben - all members of Intuit Accountant Partner Council, all have spent time with product teams to shape the future of Intuit products that are critical for accountants. Ted and Jessica talk with the group about their time on Council, their experiences in givi...

In this slightly off-the-rails (books?) episode, Ted and Jessica answer your listener-submitted questions. We tackle Intuit’s investment in direct-to-client services, the relationship between QuickBooks Online and AI over the next 5-10 years, how does Inuit really respond to accountant feedback; and we give an update on innovations announced at Intuit Connect 2024. And if Ted and Jessica had to switch jobs with each other for a ...

Solving the accounting talent shortage, industry expertise, restaurant recommendations - we have a little bit of everything. In this episode of On the Books, Ted and Jessica are joined by Chris Macksey, CEO of Prix Fixe Accounting, to talk about the growing importance of client industry expertise, the growth of niche firms, and why knowing more about a client’s macro environment is as important as knowing their books. Chris sha...

Meet Simon Williams, the new vice president of the Accountant Segment at Intuit. 

In this episode of On the Books, Simon shares his experience at Adobe and the BBC (he is originally from Wales, as you will hear), setting up partner groups, and navigating the first wave of AI adoption. Simon talks about his vision for strengthening the partnership between Intuit and accountants, emphasizing a customer-first approach and transparen...

In a special episode of On the Books, guest hosts Nayo Carter-Gray and Tony Proctor welcomed Kevin Smoot and Hope Brown, and Al-Nesha Jones, to discuss their personal and professional journeys in the accounting field as Black accountants. Hear how all got their start in the industry, some of the challenges they face in their business, and the importance of mentorship and intentional networking. The panel also offers advice for youn...

Part of an accountant’s work is to know the financial health of their clients. In this episode, we explore the latest Intuit QuickBooks Small Business Index Annual Report, which provides insights into the current state and future prospects of small businesses in the US, Canada, and the UK. 

Ted and Jessica talk with Intuit’s Simon Worsfold and KC Eames of Dark Horse  about the findings which highlights the significant impact of ris...

Have you ever thought “Intuit is a confusing place. I’m not sure who I need to talk to about my issues,”? We know it can be hard navigating the inner workings of a tech company to get the solutions you and/or you clients need.

In this episode of On the Books, we introduce you to two Intuit leaders trying to solve this problem. Rony Branch and Jorge Olavarrieta lead our Accountant Sales and Partner team and Professional Tax Group ...

Happy New Year! Welcome 2025. Let’s set some goals for your firm.

Kenji Kuramoto, Acuity Founder and CEO, joins us today to talk about all things new year planning. Kenji and Acuity’s firm leaders have implemented a thorough elevation process to look back on the past year and goal-setting standards into the next. Kenji details their process, talks about timing (January?!), and the benefits he's seen in his firm and personal life. ...

“You have one company Intuit trying to serve a diverse set of customers, we are going to have blind spots, we are going to get things wrong. We don’t know everything. So if we operate under the context of that, then it immediately frames that dialogues are so important - open candid dialogues are so important because only through those are we going to be able to course correct and adapt.” In this episode of On the Books, hosts Ted ...

 ‘Tis the season for clean books ready for compliance!Join us as we talk with Amy Walker and Paul Glantz. Amy is a client advisory services accountant. Paul spends his time on the tax side. They joined forces in 2021 to form Walker Glantz CPA to give their clients a more cohesive approach to both accounting and tax advisory and filing.Paul and Amy discuss the challenges of CAS and tax practices working together and how their firm w...

On this On the Books episode, we dive into accounting continuing education. We hear a conversation between Jaclyn Anku, Principle Program Manager for ProAdvisor and Helena Tosh, Associate Director of Learning Design with Gamma Media. Jaclyn and Helena joined forces to redesign the new ProAdvisor Academy training. They talk about what is new in the training and what painpoints this new launch seeks to address. Helena and Jaclyn dive...

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 beyond software and product features. We're delving into the trends and changes reshaping the accounting landscape. Whether you're a seasoned professional, a new entry to the field, or a student learning more about “why” accounting,  join us...

We are launching an new audio adventure. On the Books is a podcast for the accounting community presented by Intuit.

We’re going beyond software and product features. We’re delving into the trends and changes reshaping the accounting landscape.

Come along with us as we talk to industry leaders and hear the stories of firms that are redefining the future.We’ll also bring you exclusive interviews with Intuit’s top leaders so you can ...