QB Power Hour Podcast

Dan DeLong & Matthew Fulton

This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM Eastern with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour webinars, we will explore the proper and optimized use of both QuickBooks Online and Desktop, whichever you use. You will enjoy our powerful tips and tricks!! Plus We'll have selected 3rd party apps, management practice topics, and more!!

  1. 18 FEB

    02.17.26 Unfollow The Rules to Clone & Conquer: Discussions with Sharrin

    Meet the new co-host of the QB Power Hour. Sharrin Fuller has built and sold 3 businesses and is now focusing on helping others build systems so scale, grow, or provide balance and boundaries to get more joy out of your firm. We'll discuss her journey and the life experiences that she's leveraged to help others. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Welcome to QB Power Hour + Meet Sharrin (Unfollow the Rules) 01:09 Show Logistics: Schedule, CPE, Slides & Resources 02:30 Poll Time: How Did You Find QB Power Hour? (and a few tech hiccups) 03:37 Intuit Intelligence Chat in QuickBooks: What It Is, Rollout & Pricing 06:03 Webinar Glitch Break: Multiple ‘Sharrins’ Join the Panel 07:17 Back on Track: How Intuit Intelligence Chat Works in the UI 09:41 Unfollow the Rules: Dan ‘Reads’ the Book (Speechify/Snoop) + Why It Clicked 10:59 Origin Story: The Paper Route and Learning Independence Early 16:01 Door-to-Door Sales Lessons: Timeshares/Kirby Vacuums and the ‘Show’ 18:41 Finding Bookkeeping: Costco, Salon Ownership, and Building a Mobile Office Biz 21:30 Scaling Up: Fractional CFO Work, SaaS Startups, and Getting Acquisition Offers 22:59 Failure as Fuel: Big Mistakes, Mark Twain, and Trusting Your Gut 24:53 Growing Up Too Fast: Protecting Siblings & Learning the Hard Way 25:11 Curiosity & Devil’s Advocate Mindset (The “Don’t Touch the Stove” Lesson) 25:51 Reframing Failure: Motivation, Resilience, and Hitting the Goal 26:40 Entrepreneur Pressure + Sales Rejection: Getting Through the “No’s” 27:22 Burnout = Fear: Letting Go, Delegating, and the Green/Yellow/Red List 30:40 Designing Recovery Time: 3-Day Workweeks, Holiday Sabbaticals, and Mental Health 33:04 Building Sustainable Systems: Automate Everything That Isn’t Human 34:32 Clone & Conquer Framework: Document, Template, Measure, Automate (Don’t Throw People at It) 35:53 Right-Sizing the Team: Profit Over Headcount + When Automation Shouldn’t Replace the Core 39:42 Tech Evaluation at Conferences: Solve One Problem + Prove ROI (Stripe Example) 42:16 How the 3-Day Week Actually Works (and Handling the Eye Rolls) 43:53 Teaching Others + Community/Book Offer, Then Webinar Wrap-Up & What’s Next

    48 min
  2. 6 FEB

    Is the Grass Greener? Ditching Quickbooks for Digits [02.03.26]

    There are times as a QuickBooks ProAdvisor that you might want to entertain other options, either temporary or permanently. Donna Reade and Deb Kilsheimer join the panel to discuss the differences between QBO and Digits for those that might be looking to add Digits to their suite of supported offerings. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Housekeeping 01:42 Welcoming the Audience 02:01 Introducing the Series and Today's Topic 02:36 Guest Speakers: Deb and Donna 04:41 Deb and Donna's Background 07:18 QB Power Hour Overview 08:00 Intuit Accountant Suite Pricing 13:11 Exploring Digits: An Alternative to QuickBooks 14:06 Why Deb and Donna Chose Digits 17:55 The Future of Accounting with AI 24:21 Digits Features and Ideal Clients 35:29 Understanding the Background Operations 36:06 Collaboration Features in Digits 36:49 Adapting to New Generations and Technologies 37:46 Transitioning to Digits: Challenges and Solutions 39:26 Why Choose Digits Over Other Platforms? 42:18 Client Onboarding and Training 43:23 Adapting to Change: Personal Experiences 47:49 Ideal Clients for Digits 57:02 Pricing and Value Proposition 59:32 Final Thoughts and Future Directions

    1 h y 3 min
  3. 10/12/2025

    Books to Books: From Best Seller to Balance Sheet

    If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller! Learn More about Autymate here:https://snip.ly/QBPHAUTY QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Event Kickoff 00:52 Meet the Hosts and Guest Speaker 03:20 Overview of Today's Agenda 04:40 Poll Question and Intuit News 06:11 The Role of AI in Accounting 17:21 Challenges and Opportunities in the Accounting Industry 33:01 Automate: A Solution for Accountants 37:59 Introduction to the Exciting New Platform 38:07 Incorporating Bestselling Books into Business Strategies 38:26 The Five Pillars of Business and AI Integration 39:05 Simplifying Business Management with AI 39:25 Free Gift and Upcoming Features 40:54 Connecting to Multiple Systems 41:24 Creating a Single Pane of Glass for Clients 42:19 Expanding Advisory Services Beyond Financials 44:13 Interactive Tutorials and Dashboard Overview 50:55 Creating and Assigning Strategies 51:45 Gamification and Client Accountability 01:02:49 Pricing and Value Proposition 01:06:08 Final Thoughts and Next Steps

    1 h y 10 min
  4. 13/11/2025

    The State of QB Desktop: How Fourlane CX Can Stretch the Life of QB Desktop

    Give it to me straight, Doc. Is QB desktop dead, dying, or in hospice? We will be joined by Marjorie Adams, a longtime supporter of the QB Desktop lineup has developed Fourlane CX, an online portal into the customer workflows of QB Desktop which will allow your desktop clients who are happy with QB desktop, but unhappy with the pricing increases, to make the most of their QB Desktop subscription while providing Online access to their sales team. Replays and More resources on this webinar: https://www.qbpowerhour.com/25%20-%20the%20state%20of%20qb%20desktop QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Housekeeping 00:51 Earning Continuing Professional Education Credit 01:56 Technical Difficulties and Casual Banter 03:13 Introduction to Today's Topic: State of QuickBooks Desktop 04:36 Guest Introduction: Marjorie Adams from Fourlane 06:59 Discussion on QuickBooks Desktop vs. QuickBooks Online 13:14 Intuit News and Updates 20:44 State of QuickBooks Desktop 31:48 Intuit Enterprise Suite 33:20 The Undervalued Market Spot 34:06 Intuit's Enterprise Suite and Naming Challenges 36:51 QuickBooks Desktop vs. Intuit Enterprise Suite 39:13 Transitioning to Cloud Solutions 40:18 Challenges and Solutions for Hosting QuickBooks 43:28 Custom Applications and Client Solutions 46:00 Introducing the Web-Based Product 47:53 Features and Benefits of the New Product 50:39 Cost Efficiency and Licensing 01:00:30 Final Thoughts and Future Discussions

    1 h y 2 min
  5. 14/10/2025

    Time-Saving Tech Solutions for Accountants [10.14.25]

    Time is one thing we don't get more of. We'll discuss our favorite essential tech tools and strategies that help accountants streamline tasks, boost productivity, and reclaim valuable time each day. QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks. Earn CPE through Earmark: https://bit.ly/QBPHCPE Watch the replay and other links mentioned during the webianr here: http://www.qbpowerhour.com/10-14-25-time-saving-tech-solutions-for-accountants  Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog Register for upcoming webinars at https://www.qbpowerhour.com/ 00:00 Introduction and Housekeeping 00:23 Earning Continuing Professional Education Credit 01:30 Technical Difficulties and Casual Banter 02:10 Welcome to QB Power Hour 02:14 Time-Saving Tech Solutions for Accountants 02:39 Meet the Hosts: Dan and Sharrin 04:31 CPE and Resources Information 05:22 Intuit Enterprise Suite Update 15:39 The Eisenhower Matrix and Time Management 20:31 Cloning and Conquering: Automation and AI 25:32 Centra: AI Employees for Efficiency 34:39 Inbox Zero Methodology 35:25 Feedback on Email System Integration 37:03 Google Workspace Backup Tips 37:39 Automated Email Drafting and Customization 43:29 Scribe for Workflow Documentation 48:07 Motion: The Ultimate Productivity Tool 54:25 Anchor: Proposal to Payment Automation 59:50 Closing Remarks and Upcoming Events

    1 h y 2 min

Acerca de

This is an audio rebroadcast of the QB Power Hour webinar series. QB Power Hour is a free, bi-weekly webinar series for accountant, bookkeepers, and QuickBooks Consultants presented by Dan DeLong and Sharrin Fuller who are very passionate about the industry, QuickBooks, and Apps that integrate with QuickBooks. The Webinars are Live every other Tuesday at 12:00 PM Eastern with the archives posted in the Archives. You can register for upcoming webinars at www.qbpowerhour.comIn the QB Power Hour webinars, we will explore the proper and optimized use of both QuickBooks Online and Desktop, whichever you use. You will enjoy our powerful tips and tricks!! Plus We'll have selected 3rd party apps, management practice topics, and more!!

También te podría interesar