The QuickBooks Wizard

Automated Bookkeeping of Arizona, LLC

Confused by QuickBooks? You’re not alone. The QuickBooks Wizard mixes bookkeeping wisdom, real-life messes, and a touch of humor to help small business owners get clarity and confidence in their numbers. 

  1. When the Story Can Wait

    3D AGO

    When the Story Can Wait

    Send us a text When the Story Can Wait Season 2, Episode 4 December is loud. More transactions.  More pressure.  More urgency to finish strong — even when the signals stop making sense. In this episode, we talk about what really happens to good systems under year-end overload — and why confusion in December is not the same thing as failure. You’ll hear from: Carl, who explains what overload does to decision-makingTangle, who feels the noise before anyone elseThe Wizard, who reminds us that wisdom includes knowing when to waitAnd a special seasonal visit from Santa, who understands tight deadlines and incomplete information better than anyoneThis isn’t an episode about fixing everything before the calendar flips. It’s about learning when later is the wise choice. About preserving the story of your numbers when clarity hasn’t arrived yet. And about releasing the pressure to treat every unfinished thing as a personal failure. If December has you questioning your books — or yourself — this episode is an invitation to slow the panic without stopping the work. Because good bookkeeping isn’t about finishing clean.  It’s about finishing honest. 🎧 Bonus: A Feedy & the Bank Feeds seasonal track accompanies this episode, created to hold the mood — not teach the lesson. 🤍 Support the Workshop If this episode helped you breathe a little easier, consider sharing it with someone who might need that reminder. Leaving a rating or a short review helps this Workshop reach people who are quietly carrying the same weight. And if you’d like to support the show financially, you can do so here:  👉 https://www.buzzsprout.com/2532410/support Your support helps keep the lights on, the characters talking, and the Workshop open. However you listen — thank you for being here. Support the show ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

    26 min
  2. Season 2 Episode 3 - O-Cat Loves a Label

    DEC 18

    Season 2 Episode 3 - O-Cat Loves a Label

    Send us a text 🐾 Episode 3: O-Cat Loves a Label Why does it feel so good to slap a label on a transaction and move on? In this episode of The QuickBooks Wizard Podcast, we meet O-Cat—the shortcut-loving creature who thrives on neat labels, quick fixes, and the sweet relief of a green checkmark. She’s not evil. She’s efficient. And under pressure, she’s very convincing. Together in the Workshop, Brian, Carl, and the Wizard unpack a habit that quietly causes more bookkeeping stress than almost anything else: using labels to stop discomfort instead of understanding the source of the money. This episode isn’t about rules or memorization. It’s about: Why labels feel so comforting when you’re overwhelmedHow Opening Balance, equity, and “close enough” categories become hiding placesThe difference between classifying a transaction and understanding its storyHow to leave simple “breadcrumbs” that preserve clarity without slowing you downAlong the way, the Wizard offers perspective and grace, Carl brings calm explanation, and O-Cat… well, O-Cat still loves her labels. By the end, you won’t just know what to do differently—you’ll understand why your books start to feel lighter when context is preserved. If this episode helped you breathe a little easier, consider sharing it with someone who’s wrestling with their books. Ratings and reviews help this quirky little Workshop reach the people who need it most. And if you’d like to support the show, you can do so here:  👉 https://www.buzzsprout.com/2532410/support Your books don’t need to be perfect.  They just need their story back. Support the show ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

    31 min
  3. S2E2 - Bank feeds, Chaos & Carl

    DEC 13

    S2E2 - Bank feeds, Chaos & Carl

    Send us a text Bank Feeds, Chaos & Carl QuickBooks Wizard — Season 2, Episode 2 I’ll be upfront: this episode took longer than planned. Not because I didn’t want to release it — but because everything changed at once. New format.  New tools.  New methods.  New ways of building the show from the ground up. If you’ve ever opened QuickBooks after an update and thought, “Why does this feel different, and why am I suddenly slower?” — congratulations, you already understand what happened behind the scenes here. Rather than rush this episode out half-baked, I slowed down, learned the new workflow properly, and rebuilt the process so the episode would actually do what it’s supposed to do: help you understand bank feeds instead of fear them. Which, honestly, fits the topic perfectly. In “Bank Feeds, Chaos & Carl,” we walk through: Why bank feeds feel chaotic even when they’re technically workingThe difference between statements, cleared balances, and your register — and why mixing them up causes panicWhy matching before adding is the habit that changes everythingHow to recognize duplicates, timing issues, reversals, and rule misfires without spiralingAnd how understanding the system takes the emotional weight out of itCarl is here to explain the logic.  The Wizard is here to slow things down.  And together, we turn a stressful screen into something manageable. This episode is about patience — with your books, your tools, and yourself — especially when everything feels new at the same time. A quick thank-you (and a small, optional ask) If this episode helped you breathe a little easier, thank you for being here. Sharing the episode or leaving a review genuinely helps other small business owners and bookkeepers find their way into the Workshop. And if you’re in a position to support the show financially, there’s a simple support link here:  👉 https://www.buzzsprout.com/2532410/support No pressure at all — listening is already support — but contributions help cover tools, time, and the learning curve that comes with building the show in a better, more intentional way. Next episode:  O-Cat. And she has strong opinions about opening balances. Support the show ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

    25 min
  4. S2E1 - When Reconciliations Break — Inside the Wizard’s Workshop

    DEC 7

    S2E1 - When Reconciliations Break — Inside the Wizard’s Workshop

    Send us a text When Reconciliations Break — Inside the Wizard’s Workshop I promised you a Saturday episode — and here it is. Thank you for your patience while I wrestled with production, recording, editing, and a few surprise monsters along the way. I said I’d deliver this on Saturday, and I meant it. This one goes deep. Reconciliations don’t fall apart all at once. They break slowly, quietly, invisibly… until suddenly nothing matches and everything feels wrong. In today’s Workshop session, we’re finally getting honest about why reconciliations break, how they break, and what you can actually do to fix them without panic or shame. If you’ve ever felt defeated by a reconciliation that refuses to balance, you are not alone — and you are not the problem. The system is trying to tell you something. This episode helps you hear it. 🔍 In this episode you’ll learn: The Four Patterns of Reconciliation Failure Why starting balances go rogue How duplicates creep in behind the scenes Why uncleared transactions haunt you for months What forced reconciliations really do A simple, repeatable method to fix a broken reconciliation How to keep things clean moving forward All presented through the Workshop: warm, clear, humorous, and honest — with a few magical moments, cameos, and chaos courtesy of The Tangle. ❤️ Thanks for sticking with me this week. Your trust means a lot, and I hope this episode brings clarity and confidence to your bookkeeping world. 🔗 Helpful Links Get help with your QuickBooks: www.AutomatedBookkeepingAZ.com/aba-founders-scheduling Support the show: https://www.buzzsprout.com/2532410/support More tools and teaching: www.SurvivingQuickBooks.com 👍 If this episode helped you, please follow, rate, or share. It makes a real difference. Support the show ✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity

    26 min

Ratings & Reviews

5
out of 5
3 Ratings

About

Confused by QuickBooks? You’re not alone. The QuickBooks Wizard mixes bookkeeping wisdom, real-life messes, and a touch of humor to help small business owners get clarity and confidence in their numbers.