Stop Selling QuickBooks Desktop in 2024?
QuickBooks Desktop to stop selling to new U.S. subscribers
https://www.firmofthefuture.com/product-update/faq-desktop-stopsell/
Changes to QuickBooks Desktop Payroll direct deposit fee
https://www.firmofthefuture.com/payroll/changes-desktop-payroll-direct-deposit-fee/
Our podcast:
https://uqb.show
Alicia’s QuickBooks Online class:
https://learn.royalwise.com/visitor_catalog_class/show/796776/QBOA-for-ProAdvisors?affiliate=3282945
QuickBooks Online 2023 Q4 Update Webinar
Slides: https://bit.ly/qbo2023q4
Table of contents:
00:00 Introduction
03:18 QuickBooks Connect 2023 Key Takeaways
08:59 What is Intuit Assist?
12:00 New Re-imagined ProAdvisor Program
24:04 New Features added to RightTool for QuickBooks Online (Up to Nov. 2023)
34:01 QuickBooks Desktop 2024 new features
41:38 QBO Payroll Updates
46:08 QBO Plus/Advanced: Budgets Updates
57:35 QBO Bank Feeds: New updates for Manual Uploads
1:01:49 QBOA - New Chart of Accounts Templates
1:05:33 NEW! QuickBooks Ledger for QBOA
1:15:28 QBO Advanced: Fixed Asset Manager, New P&L BETA, User Permissions updates
NEW! QuickBooks Ledger: A First Look!
QB Ledger Homepage: https://quickbooks.intuit.com/accountants/products-solutions/accounting/quickbooks-ledger/
QB Comparison Sheet from Intuit: https://quickbooks.intuit.com/accountants/compchart/
Hector's QB Ecosystem Comparison Guide: http://bit.ly/QBCOMPARE
All QuickBooks Online Reports by Version: https://bit.ly/qboreportslist
Add RightTool Extension to your Chrome or Edge Browser: https://righttool.app/FREE
QuickBooks Connect 2023 LIVE: QBO Reports Deep Dive
Slides: https://docs.google.com/presentation/d/186UWoS_VNwdNjjOqx4k3WCQ9KQhDLeK4KSlkgNetQFg/edit?usp=sharing
Pre-recorded version:
https://youtu.be/4T4q15eRY_U?si=3c-2zww0OaQnxbr9
NEW QuickBooks Ledger (Facts & Speculations)
Podcast:
https://unofficialquickbooksaccountantspodcast.transistor.fm/
QuickBooks Comp chart: https://quickbooks.intuit.com/accountants/compchart/
ChatGPT 102: Beyond the Basics
Slides: https://bit.ly/chatgpt102
Earn CPE for courses like this: https://hectorgarcia.cpaacademy.org/webinars/a0D2S00000tntkNUAQ
Innovation through better questions w/ Ron Baker & Ed Kless
Subscribe to Podcast: https://www.thesoulofenterprise.com/tsoe/creative-business-models-accountants
Come to our conference in 2024:
https://altaccountant.com/reframe-2024/
Table of Contents:
00:00 Intro (about this video)
01:18 Ron: Podcast Introduction
02:55 Ed: "Confessions of a Meta-Consultant"
04:40 Ed: The Answer to HOW is YES by Peter Block
16:59 Hector: The conference: Creativity, Branding, and AI
21:49 Ed/Ron: Thinking in Questions
24:40 Hector/Ed: The Mother of all Questions
28:43 Audience question: Journey towards beautiful questions
35:50 Audience question: Talent crisis / rebranding the profession
44:43 Audience question: Pitfalls to moving into subscriptions
50:05 Bonus question: Connections between questions and business models
58:20 Hector's successful crash and "Costco model"
TaxDome 2024: The Best Platform for Accounting/Tax Firm Workflows
14 day free trial to TaxDome: https://taxdome.com/?fpr=exceedsales
Follow-up video on TaxDome Workflow:
https://www.youtube.com/watch?v=tMzNfouLoQE&t=69s
Timestamps:
00:00 Intro
04:05 New feature updates 2023
14:23 Integrations
16:17 Pricing
23:12 Taxdome Navigation Menu Overview
27:42 Creating a +New Account & Contact
31:33 Brief intro to Tags & Custom Fields
34:24 Inviting the Client to the Portal
37:42 Client Profile overview
39:54 Client Document Management
41:17 Requesting third party document upload
42:20 Sending a Secure Message
43:08 Sending a Proposal and EL
49:55 Custom Fields and Tags overview
50:41 Team Member Access Rights
54:11 Manual One Time/Recurring Invoices
55:25 Templates
57:00 Organizers
01:04:20 Uploading a Document & Requesting Approval
01:08:13 Lock a document to an Invoice
01:13:40 Client View of Approving / Disapproving a document
01:15:00 Requesting a E-Signature
01:17:46 Intro to Workflows and Automations
01:21:31 Hector's Recommendations
01:22:46 How to work with Carlos
14 day free trial to TaxDome: https://taxdome.com/?fpr=exceedsales
Special Offer: Get 2 free subscription months when they subscribe to a Taxdome Pro Annual license with the promo code above
QuickBooks Online: Improved Reporting Tools
Get the free Chrome Extension: https://www.RightTool.app/FREE
QuickBooks Desktop 2024 - NEW FEATURES!
The Unofficial QuickBooks Podcast:
http://uqapodcast.com/
Contact Hector's Office for QuickBooks Sales:
954-414-1524
hector@garciacpa.com
Timestamps:
00:00 Introduction
05:30 List Searching in Fixed Assets, Memorized Transactions, Payroll Items
08:28 Workaround for pre-payments prior to 2024
14:55 Customer Pre-Payments on Sales Orders
38:38 Item Categories Improvements
48:43 Improved Lot Number Reports
52:42 My thoughts on QuickBooks 2024
Artificial Intelligence in Accounting (w/ Ron Baker)
Slides: https://bit.ly/creativeaccountants928
Ron's Book: https://www.amazon.com/stores/Ronald-J.-Baker/author/B001H6QE7E?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
Amazon Accounting in QuickBooks Online 101 (Extended Webinar)
Slides: https://docs.google.com/presentation/d/1kAUH_XA9a-9JjU5RsH6qq2NynQHme_QXpAZkFknq0hs/edit?usp=sharing
To get CPE in webinars like this, visit https://www.cpaacademy.org/ !
Table of Contents:
00:00 Introduction to Amazon/E-commerce Accounting issues
12:00 How Amazon Settles the payment
20:11 Dealing with Sales Tax
25:06 How to read Amazon Reports
33:35 Entering transactions into QuickBooks
44:17 Entering a single Journal Entry on QuickBooks
47:03 How to automate all this with ConnectBooks (3d party app)
How to become an ACCOUNTANT?
UPDATE/NOTE: Some states have the 30 month extension rule to pass the CPA exam… https://nasba.org/blog/2023/04/24/nasba-announces-historic-exam-rule-amendment/
All Other Links:
1. CPA Avg. Salary:
https://www.indeed.com/career/certified-public-accountant/salaries?from=top_sb
2. Educational Requirements:
https://www.thiswaytocpa.com/segmented-landing/getting-to-150/
3. CPA Exam:
https://www.thiswaytocpa.com/segmented-landing/exam-101/
CPA Study Materials:
BECKER https://www.becker.com/cma-review
ROGER https://accounting.uworld.com/cpa-review/
WILEY https://www.efficientlearning.com/cpa/
4. State Licensing:
https://www.thiswaytocpa.com/licensure/state-requirements/
5. CONTINUED EDUCATION:
Webinars: https://www.cpaacademy.org/
Podcasts: https://earmarkcpe.com/
6. AICPA Specialty Credentials:
https://www.aicpa-cima.com/membership/landing/credentials
Chartered Global Management Accountant (CGMA) Designation:
https://www.aicpa-cima.com/resources/landing/chartered-global-management-accountant-cgma-designation
7. ALTERNATES TO CPA
IRS Enrolled Agent (EA):
https://www.irs.gov/tax-professionals/enrolled-agents/become-an-enrolled-agent
Certified Management Accountant (CMA):
https://www.imanet.org/en/IMA-Certifications/CMA-Certification
Certified Fraud Examiner (CFE):
https://www.acfe.com/cfe-credential/how-to-earn-your-cfe-credential
Certified Financial Planner (CFP):
https://www.cfp.net/get-certified/certification-process
ACCA Global:
https://www.accaglobal.com/gb/en/qualifications/glance.html
ACA UK:
https://careers.icaew.com/how-to-become-a-chartered-accountant
8. Thousands of CPA Jobs in USA:
https://www.indeed.com/jobs?q=CPA&l=United+States&vjk=572fff790e7a1ab2
Table of Contents:
00:00 Introduction
01:55 What does it mean to be a "CPA"? (Brand Personality)
05:10 Functions of a CPA
11:57 Educational Requirements
14:26 Passing CPA Exam
17:03 State Licensing
22:22 Continued Professional Education (CPE)
23:56 AICPA - Sub-certifications
31:34 State CPA Societies
32:28 Alternatives to CPA
40:48 How to make a living as a CPA
Other "How to become" videos:
How to become a Bookkeeper? https://youtu.be/g_-J6sRBMWU
How to become a BOOKKEEPER?
Links:
American Institute of Professional Bookkeepers
https://AIPB.org
Free Bookkeeping & Tax Training from Intuit:
https://academy.intuit.com/programs
Coursera: Intuit Bookkeeping Professional Certificate:
https://www.coursera.org/professional-certificates/intuit-bookkeeping
Coursera: Accounting Foundations Graduate Certificate:
https://www.coursera.org/certificates/accounting-foundations-uiuc
Coursera: Finance/Accounting Specialization:
https://www.coursera.org/specializations/finance-accounting
Certiport QuickBooks Certified User:
https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User
QuickBooks Online ProAdvisor Program
https://PROADVISOR.INTUIT.COM
My software: RightTool
https://righttool.app
Timelines:
00:00 Introduction
02:16 EDUCATION
09:46 CERTIFICATIONS
17:25 PERSONALITY
22:44 HOW TO MAKE A LIVING
37:17 ARTIFICIAL INTELLIGENCE
45:53 My Journey: from Bookkeeper to Software Developer
QuickBooks Online: September 2023 UPDATES!
Check out the new Unofficial QuickBooks Accountants Podcast:
https://unofficialquickbooksaccountantspodcast.transistor.fm/
Timeline:
00:00 - New Unofficial QB Podcast!
00:35 - Left Navigation Bar overhaul
10:15 - Subscription & Billing Shortcut
11:14 - Upload Budgets in QBO Improvements (available in PLUS now!)
14:15 - NEW Fixed Asset Manager (QBO Advanced)
Setup new QuickBooks Online account with 30% off:
https://quickbooks.intuit.com/partners/irp/?cid=irp-4337
Creativity in Business & Accounting (w/ John Cleese from 1991)
Original video: https://www.youtube.com/watch?v=Pb5oIIPO62g
Based on this Book: https://amzn.to/3L24ZgQ
John Cleese Training company: www.videoarts.com
My conference in "Creative Business Models for Accountants" (not related to this book or video): https://altaccountant.com/creative/
Business Model Ideation, to offer better service options in accounting!
Webinar Slides: https://bit.ly/anchorcreative
Conference: https://altaccountant.com/creative/
Anchor: https://www.sayanchor.com/
Table of contents:
00:00 About this webinar
04:00 My Conference for Accountants in Miami
09:18 What does “Creative Accountant” mean?
16:50 “Subscribe to a Shoe” a creative excercise
25:31 Drafting an offer with options
36:39 Accounting example: “Subscribe to a tax return”
51:02 Why Anchor and Hector are “all in” in this creative business model revolution
"Left-brained Creatives vs. Right-brained Accountants" w/ Chris Do
Chris Do's BrandLab: https://thefutur.com/brand-lab
My Conference in Miami: https://altaccountant.com/creative/
Chris' YouTube Channel: https://www.youtube.com/@thefutur
Business Models of the Future Knowledge Worker
Subscribe to @askTSOE Podcast: https://www.thesoulofenterprise.com/tsoe/hector-garcia
Miami Conference: https://altaccountant.com/creative/
AVOCADO BUSINESS MODEL EXERCISE: https://youtu.be/img2PO4Nkxg
00:00 Introduction
01:57 Business Model Innovation in Finance or Real Estate
07:31 Only 2 things customers will look for...
15:52 Careers of the future
19:28 All Language is TRANSLATIONS
24:18 Bonus: Avocado Exercise Summary
36:47 Bonus: Subscribe to a Blender Exercise
1:08:42 Bonus: Brainstorming with ChatGPT
1:24:23 Bonus: What we learned from the exercise
Bank Feed Categorization (in QuickBooks Online) vs. ChatGPT
RightTool:
https://righttool.app/pro/
My ChatGPT Prompt:
You are CategorizePro - I will give you details about a transaction and you will give me your best guess for what accounting category it belongs in.
Give a brief description of why you chose that category in 80 words or less. Please add a line break for every sentence.
Keep in mind that anything that seems like Personal Entertainment, personal health, charitable donations, or a transaction that personal benefits the owner of the business could be a personal expense. If this happens, still give your own suggestion, but disclaim the potential personal nature of that transaction. Things that are personal in nature could also be categorized as "Shareholder Distribution"
Output Example:
“Category: Software Expense Payee
Name: Adobe Inc
Description: Adobe offers various software products for businesses, such as Photoshop, Illustrator, and Acrobat.
Justification: The expense would likely fall under the software expense category as it is a cost associated with using software for the business operations.
Disclaimer: However, if the subscription is for personal use, it may be considered a personal expense.”
ChatGPT 101: Getting started
Slides: https://bit.ly/CHATGPT101
Main theme is ChatGPT for Accounting, timeline:
00:00 Intro / About my Conference in Miami
02:32 Getting started with a new account
06:18 Data controls and Settings
12:45 Resuming old conversations
15:03 Copy/paste chats
16:10 Providing Feedback and getting alternative answers
20:10 Sharing your chats
23:13 Deleting or renaming old conversations
25:02 Custom Instructions (Now available in FREE edition)
33:34 Smartphone app
35:35 Release notes page
36:30 Bing Chat with ChatGPT
40:56 Google Bard and Claude2
41:28 Prompt Engineering 101
47:04 My Prompting cheat sheet
47:34 ChatGPT Plugins to look at
48:12 Other Resources
My Miami Conference: https://altaccountant.com/creativecpa/
Ger FREE CPE via cpaacademy.org by watching webinars like this.
August 2023 Quickbooks Desktop and Online NEWS
Chatting with Blake Oliver CPA about what is happening in the world of QuickBooks.
Signup to Podcast list: http://eepurl.com/iw4kpE
Credit to Earmark Media Podcasts: https://youtube.com/@earmark
QuickBooks Online New Feature Updates 2023 Q3
Slides:
https://bit.ly/qbo2023q3
Timeline:
00:00 Introduction / Table of Contents
03:19 Intuit/Industry News
19:36 QuickBooks Online Price Increases
21:49 New features we added to RightTool during Q2 of 2023
31:54 Left Navigation Bar and + New button updates
35:23 Customizable Dashboard update
37:54 Merge Contacts feature
46:21 QB Time and QBO Payroll re-branding
47:42 QBO Desktop app for Mac finally available
50:52 QBO Payroll: Attachments to Employees
51:29 QBO Payroll: 943 Support
42:37 QBO Advanced: Spreadsheet Sync, Edit Budgets
1:01:16 QBO Advanced: Custom Fields available in Projects
1:08:12 QBO Advanced: Visual Workflows
1:14:15 QBO Advanced: Custom Reports major updates!
1:29:59 QBO Advanced: Custom User Permissions
RightTool for QuickBooks Online:
https://righttool.app/
Creative Business Models for Accountants (Workshop Preview)
Conference info: https://altaccountant.com/creative/
Slides: https://docs.google.com/presentation/d/1-2ItnLAeJ7Woi0smTHoVmVjU_ewwdqbMMiOJVsT9Zek/edit?usp=sharing
Timeline:
00:00 Introduction
02:35 About the Conference & Venue in Miami (Oct. 2023)
11:32 About the "Creative Business Model" Theme
21:50 Conference Agenda (ChatGPT and Innovation Workshops)
29:23 Brainstorming Innovation Exercise
01:03:09 Putting the Business Model Together
Our LucidChart template: https://lucid.app/documents/view/77ec4d8c-d5c9-4971-8c32-3730c11609a0
QuickBooks Online: Getting Started Tutorial (2023)
Setup QuickBooks free trial + 30% off: https://hectorgarcia.com/qb
My QuickBooks LinkedIn Course: https://bit.ly/quickbookslinkedin
Install RightTool (Chrome Extension): https://righttool.app/FREE
QuickBooks Online YouTube Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1zuxGh6E95H9rv1Lk38Z52OD
Timestamps:
00:00 Introduction
00:29 Timestamps and Additional Links
01:14 Creating an Account for scratch
02:30 Choosing the right version of QuickBooks
03:50 Creating a new login vs. resetting old one
06:21 Answering all the initial setup questions
17:41 Navigating Home Screen & Left Bar
22:53 Creating and Sending Electronic Invoices
27:15 Accepting Electronic payments
28:48 Working with the Chart of Accounts
31:05 Connecting your Banks and Credit Cards
34:00 Where to find everything else
35:23 Account and Settings Screen
38:15 Downgrading/Upgrading versions
39:42 The "help" Menu
41:20 Using the Search
42:03 Using RightTool (Browser -add-on to QuickBooks)
56:10 Outro / Final Thoughts
Any Additional QuickBooks Questions? email me: HECTOR@GARCIACPA.COM
Popular Book:
QuickBooks Online For Dummies 2023
https://amzn.to/47fkY4H
Keywords:
quickbooks tutorial,quickbooks online for dummies 2023,quickbooks tutorial for beginners,quickbooks online,quickbooks accounting review,how to use quickbooks,quickbooks course,quickbooks review,quickbooks payroll,how to use quickbooks online,quickbooks self employed walkthrough,master quickbooks,quickbooks accounting,quickbooks for beginners,quickbooks tutorial 2023
QuickBooks Online: Merge duplicates (Customers or Vendors)
How to merge duplicate contacts or names (Vendors and Customers) in QuickBooks Online
Create a 30-day trial account in QuickBooks Online (+30% off after trial)
https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing
ChatGPT & AI For Accounting, more practical examples (JULY 2023)
Come to Miami! my conference is on 10/26 and 10/27, 2023:
https://altaccountant.com/creativecpa/
To get CPE in webinars like this, go to: https://www.cpaacademy.org/
Slides:
https://bit.ly/chatgpt4accts
Topics:
00:00 Introduction
04:12 Ways to work with "AI" beyond ChatGPT
07:26 ChatGPT's Limitations and Data access
10:21 Answering Tax Questions
15:49 Transaction Categorization (no Bing Search)
22:13 Transaction Categorization (with Bing Search)
29:20 ChatGPT in Google Sheets (works in Excel Too)
35:38 ChatGPT inside QuickBooks (with RightTool)
38:39 Chat with QuickBooks Online data (with Digits)
41:21 Chat with your PDF's or with a custom ChatBot
46:14 Sider AI for your browser (Google Chrome Extension)
48:31 More info/resources & Outro
How I transitioned my accounting firm to Subscription (With Ron Baker)
Hosted by Anchor: https://sayanchor.com
Table of Contents:
00:00 Ron: What is the subscription model?
03:55 Hector: My first step, Implementing Value Pricing (and challenges)
07:44 Hector: Simplicity of "subscribe/unsubscribe" to reduce friction
10:54 Ron: 3 different models to pivot to Subscription
11:23 Hector: Why I chose the "Complete Transition: method
13:36 Hector: How we are communicate the the new options CORE vs. PLUS
17:16 Ron: Reduction of cognitive load focus on the serial transformation
18:38 Hector: What I see happening in terms of "services" within subscription
22:20 Hector: My fascination with Costco (and how I want to model them)
25:29 Ron/Hector: The hardest thing to articulate about subscriptions
28:14 Hector: How has all this changed you as a business owner
34:09 Hector: How Anchor helped with implementation (screen share)
42:26 Hector: What would I say to people that are "afraid" of Subscriptions?
Melio Payments for Accountants
Setup your Melio account today for free: https://go.melio.com/Hector
ChatGPT for Accounting. Part 10: ChatGPT Expense Categorization vs. QuickBooks
Long exercise to show how ChatGPT categorization capabilities vs. QBO's built-in categorization suggestions
Import Journal Entries into QuickBooks Online (with RightTool PRO)
Download free version of RightTool:
https://righttool.app/FREE
Upgrade to PRO:
https://righttool.app/pro/
ChatGPT in Accounting. Part 9: Chat with a PDF file
Using ChatPDF.com's service to load a PDF file and use the ChatGPT technology to inquiry just that PDF file
ChatGPT in Accounting. Part 8: Tax Research & Advice
Deep dive into using ChatGPT to ask Tax-related questions
Personal Branding for Accountants with Carlos Garcia
Join the AltAccountant Community: https://www.altaccountant.com
Inspiration from Chris Do from TheFutur:https://www.youtube.com/watch?v=wiu5Efx029s&list=PLzKJi2GjpkEH1ZCM14JscPteM9XTPLRU6
ChatGPT in Accounting. Part 7 - Coding & Automation
Email me if you need consulting with your AI/ChatGPT for Accounting idea hector@garciacpa.com (Minimum Fee $1,500)
Copy Down Rows in QuickBooks Online (with RightTool app)
You need an app called RightTool PRO for QuickBooks Online to be able to do a "COPY DOWN": https://righttool.app/pro
Get FREE version of RightTool for QuickBooks Online via Chrome Web Store:
https://righttool.app/free
RightTool PRO: The Must-Have Tool for QBO Power Users
APP URL: https://righttool.app/
RightTool FREE vs. PRO: https://docs.google.com/spreadsheets/d/1C5NWlezg1NKe9LGRbykdK8V1sK4_dObh_ryC_WnV6k0/edit?usp=sharing
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
Advanced ChatGPT concepts for Accountants
Slides:
https://docs.google.com/presentation/d/145rXZSFThSF2CVyffUb-T0HP4cYH8_q54EuNuHSE758/edit?usp=sharing
Try the AI software I use (MyAskAI): https://myaskai.com?via=freetrial
If you missed the first (Basics 101) here is the link:
https://youtu.be/JVoTQXxma6Q
Part 2 of this session:
https://youtu.be/6uf2dsChX6A
Join the ALTACCOUNTANT coaching/mentorship program:
https://altaccountant.com/
Don't Work With Prospects That Can't Follow Instructions #shorts #FocusedFirm
Full Episode:
https://focused-firm.transistor.fm/episodes/sales-process-onboarding
QuickBooks Online: Profit & Loss by Bank Account?
Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks starting at $575
E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing
How To Filter Accounting Job Candidate #Shorts #FocusedFirm
Episode Link: https://focused-firm.transistor.fm/episodes/attracting-retaining-talent
How To Spot A Great Culture Fit Hire #Shorts #FocusedFirm
Access to Full Episodes
https://go.earmarkcpe.com/the-focused-firm
ChatGPT in Accounting. Part 6: Brainstorming a Client Meeting
ChatGPT for Accountants 101 & Practical Examples
CPA Academy course (CPE): https://www.cpaacademy.org/webinars/a0D2S00000tr3zEUAQ
Slides: https://docs.google.com/presentation/d/145rXZSFThSF2CVyffUb-T0HP4cYH8_q54EuNuHSE758/edit?usp=sharing
QuickBooks Online - New Features Update (2023 Q2)
Slides: https://bit.ly/qbo2023q2
ChatGPT in Accounting. Part 5: Profit & Loss Analysis
Download RightTool for QuickBooks Online for free: https://righttool.app/free
Join my AI for Accountants FB Group: https://www.facebook.com/groups/aiforaccountants
Table of Contents:
00:00 copy/paste report into ChatGPT
01:16 Creating a custom analysis
09:23 A conversation/Q&A based on the reports
15:46 ChatGPT for QuickBooks Online via RightTool
ChatGPT in Accounting. Part 4: Prompt Engineering
Jason Staats channel:@jasoncpa
TransactionsBud prompt: https://jstaats.notion.site/jstaats/TransactionBud-a29c40f89f734cdea3dffa3e153a758b
My Facebook Group about AI: https://www.facebook.com/groups/aiforaccountants
Attracting & Retaining Talent w/ Michael Ly (AltAccountant Excerpt)
Join my coaching program https://www.Altaccountant.com/ (Use Promo code: YOUTUBE20 for 20% off for life)
Work with in Michael Ly's company https://www.reconciled.com/careers
Table of Contents:
00:00 Intro: the Battle for Talent
00:43 For "Solopreneurs" without employees
04:17 Full-time vs. Part-Time vs. Contractors
11:57 Types of Candidates that apply
18:46 The value of "Challenging" your talent
22:43 The Desired/Ideal candidate fallacy
29:23 Positioning Statement for attracting talent
35:18 8 ways to attract talent (details skipped)
37:30 Re-branding what you call your collaborators
Summary:
Hector emphasizes the importance of branding to attract top talent, as the battle for talent will be crucial for survival in the future. Hector suggests the use of the term "collaborator" to refer to employees as a more modern and relevant term. Hector also discusses the different types of collaborators, including part-time employees and contractors, and the importance of understanding their motivations. Hector suggests that ideal candidates that are affordable are unicorns, and that businesses should aim to attract partner-like talent who are competent and likely to be loyal. Finally, Hector provides tips on building a culture to attract talent, including the use of creative and relevant terminology to refer to employees.
ChatGPT In Accounting. Part 3: Categorizing Expenses
Join my Facebook Group: https://www.facebook.com/groups/aiforaccountants
ChatGPT: https://chat.openai.com/chat
ChatGPT in Accounting Video Playlist: https://www.youtube.com/watch?v=4VMYJG3GFgU&list=PL8LZsiw8a1zvEsTcF_aX2ycRFA3OvFPPy
ChatGPT in Accounting. Part 2: Searching the web in your prompts
Join my Facebook Group: https://www.facebook.com/groups/aiforaccountants
WebChatGPT Chrome Extension: https://chrome.google.com/webstore/detail/webchatgpt-chatgpt-with-i/lpfemeioodjbpieminkklglpmhlngfcn
ChatGPT: https://chat.openai.com/chat
ChatGPT in Accounting Video Playlist: https://www.youtube.com/watch?v=4VMYJG3GFgU&list=PL8LZsiw8a1zvEsTcF_aX2ycRFA3OvFPPy