On The Books
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 to gain valuable insights from 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 hear their vision for what’s coming for you from us.
Episodes
In this episode of On the Books, host Jessica McCracken welcomes Kim Blascoe, Lead of Client Advisory Services (CAS) and Advisory Professional Services at CPA.com. Together, they explore the power of curiosity in accounting and how asking better, open-ended questions can elevate technical accountants into trusted advisors. Kim shares her practical, three-stage question framework, offers tips for coaching team members to think diffe...
In this episode of On the Books, host Jessica McCracken welcomes Matthew May, known online as the tech CPA and now head of the client advisory services (CAS) at Sorren to talk about his firm’s year-long journey to move entrenched QuickBook Desktop Clients to QuickBooks Online. Matthew shares the real story behind scaling a firm through rapid M&A, hunting down QuickBooks Desktop files scattered across dozens of systems, co...
Chris Ortega has spent more than 20 years in accounting, finance, FP&A, and CFO leadership, including guiding a $150 million, 2,700 person company through an acquisition by SAP. Five years ago he founded Fresh FP&A, a fractional CFO and advisory firm for small and mid sized businesses. In this conversation with Jessica, Chris breaks down why the CFO role has shifted from scorekeeper to strategic partner, how to turn financi...
Tailor Hartman, Founder and CEO of Celerity Accounting flips the script this episode, stepping into the host chair to interview Intuit's Simon Williams and Jessica McCracken about where the accounting profession is headed and how Intuit is responding to industry needs. The conversation covers the shift from compliance to advisory work, the pain points accountants are feeling around trust, overdigitization, and control, and a cand...
QuickBooks Online Accountant is sunsetting, and Intuit Accountant Suite is the new home for managing your firm and clients. In this episode, Janelle Fox and Ryall Fox from Intuit's Professional Services team join Jessica to bust the biggest myths about the switch: there's no data migration, no major project plan, and no client-facing disruption. They cover what's actually changing under the hood, the timeline for the rolling move t...
Most firms think their story is a tagline on the website. Elliott Bastien Morin thinks the story is already there, buried, waiting to be excavated. In this episode, Jessica McCracken flips the mic on a longtime friend of the show (Elliott has been part of the production team since On the Books launched almost two years ago) to talk about the craft of firm storytelling. Elliott walks through his Narrative Archeology workshop, the d...
In this episode of On the Books, host Jessica McCracken welcomes Jamelan Brown from the Quickbooks Data Communications team to dive into the key findings of Intuit's 2026 Accountant Technology Survey Report. Drawing on insights from over 700 accounting practitioners, the conversation explores the shifting relationship between accountants and technology, highlighted by the growing trend of tech stack fragmentation. The episode als...
In this episode of On the Books, we share an exclusive Q&A session from the latest quarterly Intuit Connect On virtual event. Intuit leaders Ashley Still (General Manager of the Small Business and Mid-Market Group) and Travis Walter (Chief Sales Officer) sit down to answer top questions submitted by the accounting community. They dive into recent product shifts, pricing updates, the future of QuickBooks Live, and how AI is chan...
Live from the Intuit Better Together Tour stop in Los Angeles, host Jessica McCracken sits down with Brittany Brown, accounting firm owner, professor, and e-commerce accounting expert. After weathering a sudden financial squeeze where a lack of visibility almost led to a cash crisis, Brittany institutionalized a radical, top-down metric tracking culture. She walks us through the highlights of her 8-step framework for building a bul...
In this episode of On the Books, host Jessica McCracken sits down with Jaclyn Anku, Principle Program Manager of the ProAdviser Program at Intuit, to discuss a massive transition coming to the program. Starting in early 2027, Intuit will sunset the 30-year-old ProAdviser program to make way for Intuit ProPartner Accountants, a revamped global partner program designed to serve firms of all sizes. Jaclyn shares behind-the-scenes ins...
In this episode of On the Books, host Jessica McCracken welcomes Ryan Handel, the founder and CEO of FIXE, an accounting firm specifically engineered to serve the unique needs of the restaurant industry. Ryan shares his personal journey from opening his first restaurant in 2010 to realizing that traditional, high-priced bookkeeping models just didn't work for small-to-midsize food and beverage establishments. Jessica and Ryan dive...
In episode 21, Chris Willams, CEO of System Six summarized the key focus areas of any merger or acquisition as “get the keys to the technology and focus on the people.” Practically, what is entailed in getting the keys to the technology? Erin Hutton and Janelle Fox have lived this experience. Both were accounting firm leaders at a large top 40-firm and now work at Intuit helping firms navigate technology changes neces...
In this episode of On the Books, hosts Jessica McCracken and Tom Menzies sit down with Simon Worsfold, head of data communications at Intuit QuickBooks, to break down the findings of the 2026 Intuit AI Impact Report. This comprehensive study, which analyzes real business data from over 5.3 million small and medium-sized businesses and survey responses from over 34,000 businesses across the US, UK, Canada, and Australia, reveals t...
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....
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 e...
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 in...
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 ado...
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 Discu...
"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 ...
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 transformi...
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