3rd Anniversary Celebration with Hector Garcia
For UNQBA's third anniversary, Alicia welcomes back the podcast's original co-host, Hector Garcia, to look at how the industry has shifted since they started, from the rise of AI-native ledger alternatives like Xero, Digits, and Puzzle to Intuit's course correction on QuickBooks Live and Intuit Experts after accountant backlash. They dig into what "nail the basics" actually means inside Intuit, why the human relationship in accounting still matters even as AI handles more of the busywork, and what they're each watching for out of Intuit Connect and the 2027 rollout of Intuit Accountant Suite.
LINKS
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Kick.co - http://uqb.promo/kick
- (00:00) - Anniversary Kickoff
- (02:03) - Industry Shifts and New Rivals
- (03:38) - AI First Accounting Platforms
- (08:04) - Spite Switching and Multi Ledger
- (10:36) - QuickBooks Live Backlash
- (14:23) - Repositioning Experts and Value
- (19:59) - Markets Are Conversations
- (25:38) - Training and ProPartner Future
- (29:48) - Accountants Split on AI
- (36:47) - Human Value in an AI World
- (41:10) - Hector Updates Right Tool Reframe
- (45:51) - Alicia Courses and QBO Deep Dives
- (48:47) - Wrap Up and Next Episode
LINKS
Alicia’s Fall classes! Attend the live webinar or watch the recording on-demand, all with CPE. Become a member of the OWLS for free automatic enrollment into all courses:
- Customizing QBO: http://royl.ws/CustomizingQBO?affiliate=5393907
- AI in QBO: http://royl.ws/AI?affiliate=5393907
- Intuit Accountant Suite: http://royl.ws/IAS?affiliate=5393907
- Come to Miami in Novemeber! Events.reframeaccounting.com
- Check out Hector’s RightTool: www.righttool.app
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Host
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.