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The CFO Project
This is a podcast to help accountants, CPAs and bookkeepers escape what we call the accountant's trap - where the only way to get paid more is to work more hours or take on more low-value and high-demanding clients.
On each episode we'll discuss strategies and tips that financial professionals can use to grow a practice of their dreams so they can finally escape the accountant's trap.
This podcast is produced by TheCFOProject.com - a training company that trains accountants, CPAs and bookkeepers on how to build, launch and scale a CFO and business advisory service.
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The CFO Project
Why You Should (and Shouldn't) Use QuickBooks for Clients
In this episode of "The CFO Project Podcast," host Adam Lean engages in an insightful conversation with Alicia Katz Pollock, founder and CEO of Royalwise Solutions, about the pros and cons of using QuickBooks for client work. Alicia, a seasoned QuickBooks trainer and host of the "Unofficial QuickBooks Accountants Podcast," shares her expertise on when QuickBooks is the right choice and when it might not be the best fit for your clients. Whether you’re a fan or a critic of QuickBooks, this episode is packed with practical advice for accountants, CPAs, and bookkeepers looking to make informed software recommendations.
Alicia and Adam dive deep into the love-hate relationship many professionals have with QuickBooks, discussing its strengths, limitations, and the common pitfalls users encounter. They also explore the evolving landscape of bookkeeping and accounting, highlighting the importance of choosing the right tools for different types of clients. Tune in to learn how to maximize the benefits of QuickBooks, when to consider alternative software, and how to better serve your clients by leveraging the right technology.
Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter
And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service
Learn More About The CFO Project:
https://thecfoproject.com/
Learn More About Alicia Katz Pollock
https://royalwise.com/