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On The Books: Daily Summaries Delivered
by Intuit
On the Books is a podcast for the accounting community presented by Intuit. In each episode, we’ll explore topics that are shaping the world of accounting— and your career within it.We’re going beyond software and product features. We’re delving into the trends and changes reshaping the accounting landscape. Whether you’re a seasoned professional, a new entry to the field, or a student learning more about “why” accounting, join us to gain valuable insights from industry leaders and hear the stories of firms that are redefining the future.We’ll also bring you exclusive interviews with Intuit’s top leaders so you can hear their vision for what’s coming for you from us.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 3 weeks ago47 min
What you need to know for Intuit Connect 2026
Intuit Connect is almost here (Oct. 26-28 in Las Vegas), and hosts Amanda Thompson and Jessica walk through how to get the most out of the week. They cover the new Intuit Presents roadmap sessions, the expanded booth and theater experience, the return of Brain Dates, and the main stage lineup. They also share a few Vegas food tips. Not making the trip? Tune in as Amanda and Jessica let you know how you can watch the main stage sessions live from your home or office. On the Books is taking a short break after Connect. There won’t be an episode in early November. The show returns later in November. For full show notes, visit firmofthefuture.com
- 4 weeks ago30 min
Curiosity is an Accountant’s Superpower
In this episode of On the Books, host Jessica McCracken welcomes Kim Blascoe, Lead of Client Advisory Services (CAS) and Advisory Professional Services at CPA.com. Together, they explore the power of curiosity in accounting and how asking better, open-ended questions can elevate technical accountants into trusted advisors. Kim shares her practical, three-stage question framework, offers tips for coaching team members to think differently, and explains how leveraging AI-driven insights can serve as the ultimate launching pad for deeper client conversations. For full show notes, visit firmofthefuture.com
- Sep 29, 202632 min
Four Hundred Realms: One firm’s year-long journey from QB Desktop to QBO
In this episode of On the Books, host Jessica McCracken welcomes Matthew May, known online as the tech CPA and now head of the client advisory services (CAS) at Sorren to talk about his firm’s year-long journey to move entrenched QuickBook Desktop Clients to QuickBooks Online. Matthew shares the real story behind scaling a firm through rapid M&A, hunting down QuickBooks Desktop files scattered across dozens of systems, consolidating more than 400 realms, and building a client migration plan ahead of the QuickBooks Desktop sunset. He also gets candid about his unglamorous approach to AI, why he treats technology providers as partners instead of vendors, and how his firm learned to simplify big technology decisions for overwhelmed clients. For full show notes, visit firmofthefuture.com
- Sep 15, 202643 min
Strategic narrative and the future of the CFO
Chris Ortega has spent more than 20 years in accounting, finance, FP&A, and CFO leadership, including guiding a $150 million, 2,700 person company through an acquisition by SAP. Five years ago he founded Fresh FP&A, a fractional CFO and advisory firm for small and mid sized businesses. In this conversation with Jessica, Chris breaks down why the CFO role has shifted from scorekeeper to strategic partner, how to turn financial data into a story people actually care about, and why trust and emotional intelligence matter more than being the smartest person in the room. He also shares a simple, repeatable habit any finance professional can use to build stronger relationships across the business. For full show notes, visit firmofthefuture.com
- Sep 1, 202641 min
The Receipts Episode: Checking In on Intuit's Promises to Accountants
Tailor Hartman, Founder and CEO of Celerity Accounting flips the script this episode, stepping into the host chair to interview Intuit's Simon Williams and Jessica McCracken about where the accounting profession is headed and how Intuit is responding to industry needs. The conversation covers the shift from compliance to advisory work, the pain points accountants are feeling around trust, overdigitization, and control, and a candid look back at the promises Intuit made over the past year. The episode closes with a preview of Intuit Connect in Las Vegas, including what Tailor, Simon, and Jessica each hope to hear from attendees. For full show notes, visit firmofthefuture.com
- Aug 18, 202629 min
Tips and tricks for making the move to Intuit Accountant Suite
QuickBooks Online Accountant is sunsetting, and Intuit Accountant Suite is the new home for managing your firm and clients. In this episode, Janelle Fox and Ryall Fox from Intuit's Professional Services team join Jessica to bust the biggest myths about the switch: there's no data migration, no major project plan, and no client-facing disruption. They cover what's actually changing under the hood, the timeline for the rolling move to Accountant Suite (with the ability to switch back through December 1), and what happens after the hard sunset. They also dig into pricing, the Books Close add-on, and how console consolidation works if your firm is operating out of multiple realms. The conversation wraps with practical advice for firms: try the new features now while they're free, use the in-product Client Transfer Tool to consolidate down to one console, and take advantage of ProAdvisor Academy training to get your team ready. Janelle and Ryall also share how firms can share feedback directly with the product team as Intuit continues building out Accountant Suite. For full show notes, visit firmofthefuture.com
- Aug 4, 202636 min
Narrative Archeology: How to Dig Out Your Firm's Story
Most firms think their story is a tagline on the website. Elliott Bastien Morin thinks the story is already there, buried, waiting to be excavated. In this episode, Jessica McCracken flips the mic on a longtime friend of the show (Elliott has been part of the production team since On the Books launched almost two years ago) to talk about the craft of firm storytelling. Elliott walks through his Narrative Archeology workshop, the difference between a bumper-sticker tagline and a narrative that actually drives decisions, and why numbers and stories are partners rather than opposites. Along the way he shares the real-firm moment when "we use better technology" became "you'll never be alone," how mergers are secretly a storytelling opportunity, where AI fits (and where pen and paper still wins), and the red flags that tell him a firm has not done the work yet. Whether you are a solo practitioner with a short history or a multi-service firm stitching together several acquisitions, this one gives you a practical way to find, refine, and share what makes your firm worth choosing. For full show notes, visit firmofthefuture.com
- Jul 21, 202629 min
Trust is the New Competitive Advantage: The 2026 Accountant Technology Report
In this episode of On the Books, host Jessica McCracken welcomes Jamelan Brown from the Quickbooks Data Communications team to dive into the key findings of Intuit's 2026 Accountant Technology Survey Report. Drawing on insights from over 700 accounting practitioners, the conversation explores the shifting relationship between accountants and technology, highlighted by the growing trend of tech stack fragmentation. The episode also tackles the evolving landscape of Artificial Intelligence in the industry. As routine tasks become increasingly automated, the baseline for entry-level accountants is shifting toward strategic judgment, tech fluency, and direct client interaction from day one. Despite the rise of AI, the data underscores that trust is the new competitive advantage, as human expertise remains essential for high-stakes decision-making and safeguarding client data protection. For full show notes, visit firmofthefuture.com
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About On The Books
On the Books is a podcast for the accounting community presented by Intuit. In each episode, we’ll explore topics that are shaping the world of accounting— and your career within it.We’re going beyond software and product features. We’re delving into the trends and changes reshaping the accounting landscape. Whether you’re a seasoned professional, a new entry to the field, or a student learning more about “why” accounting, join us to gain valuable insights from industry leaders and hear the stories of firms that are redefining the future.We’ll also bring you exclusive interviews with Intuit’s top leaders so you can hear their vision for what’s coming for you from us.
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