AI for Accounting and Finance Blog

[Podcast] QuickBooks Online (QBO) Best Practices with Caleb Jenkins of RLJ Financial Services

Posted by The AI in Accounting Podcast on Jul 29, 2020 7:30:00 AM

Echoing a common theme seen among guests of the AI in Accounting Podcast, Caleb Jenkins started to learn accounting at a very young age. Growing up a few steps away from his father’s accounting practice, Caleb began using QuickBooks Desktop at age 9 to track his lawn-mowing and cherry-sales ventures.

And here’s a fun fact: Caleb has been a QuickBooks ProAdvisor since age 16, becoming the youngest QuickBooks ProAdvisor in the global ProAdvisor program.

Read More

Topics: Podcast, QuickBooks Online

[Podcast] QuickBooks Online (QBO) Best Practices with David Bergstein of Intuit

Posted by The AI in Accounting Podcast on Jul 8, 2020 7:30:00 AM

As a self-proclaimed "Millennial in a Baby Boomer body," David Bergstein has a deep passion for using technology to make accounting easier.

Read More

Topics: Podcast, QuickBooks Online

[Podcast] QuickBooks Online (QBO) Best Practices with Candy Bellau of Kramerica Business Solutions

Posted by The AI in Accounting Podcast on Jul 1, 2020 7:30:00 AM

How does someone who first learned accounting at age 14, on green ledger sheets, end up building a 100% virtual accounting practice on top of QuickBooks Online?

This podcast episode features Candy Bellau of Kramerica Business Solutions. 

You'll learn 

  • How Candy, a New York native, ended up in New Orleans
  • Why some of Intuit's best-intentioned suggestions need to be taken with a grain of salt and subject to human review
  • The big a-ha moment when Candy knew it made sense to move out of traditional office space and build Kramerica Business Solutions in the cloud
    (While QuickBooks Online certainly made this possible, it was the birth of Candy's daughter that provided the urgency. And now Kramerica Business Solutions can have clients everywhere. And it does!)
Read More

Topics: Podcast, QuickBooks Online

Download Free eBook: The Future of Accounting Technology
AI Can Be a Game-Changer for Your Firm’s Growth and Profitability | Schedule a Complimentary 30-Minute AI in Accounting Consultation

Recent Posts

Privacy Policy