In this episode I discuss the significant changes happening in the Intuit QuickBooks software landscape, focusing on the shift from QuickBooks Desktop to subscription-based models like QuickBooks Online. I cover the challenges and limitations of QuickBooks Online, especially for businesses with specialized needs like inventory and payroll management. I also explore alternative solutions such as Xero and Accounting Suite, and emphasize the importance of planning your transition early to avoid disruptions. If you're facing the end-of-life for your QuickBooks Desktop product, I provide actionable steps to prepare for the inevitable switch. Stay tuned for updates and feel free to reach out with any questions.

In this episode I provide a brief update on our current status with less than a month left in tax season. I discuss the benefits and challenges of transitioning to a 100% remote team, the positive impact of our practice management software, Canopy, and the success of our subscription billing model. Additionally, I share advice on hiring management support and optimizing processes.