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ProAdvisors

“I Don’t Deserve This” and Other Lies We Tell Ourselves During Awards Season

Earmark Team · August 10, 2026 ·

Imagine finding out you’ve been nominated for one of the most prestigious recognition lists in your profession. Thousands of ProAdvisors across the globe, and someone thought you belonged among the best. But your first thought is, “I don’t deserve this. I’m not good enough. I don’t know enough.”

That was Questian Telka’s immediate reaction when she learned she’d been nominated for the Insightful Accountant Top 100 ProAdvisor list. And the kicker is, at that very moment, she was preparing to deliver a session on imposter syndrome at a major industry conference.

How do we know this? Because Nancy McClelland shared the actual WhatsApp text thread on Episode 29 of She Counts, the real-talk podcast for women in accounting. In this episode, Nancy is joined by guest co-host Melissa Miller Furgeson, stepping in for Questian. This topic is near and dear to Melissa’s heart, having applied for the Top 100 ProAdvisor list for five years before making it.

Together, Nancy and Melissa pull back the curtain on the messy, complicated emotions that swirl around professional awards. The desire. The dread. The jealousy. The shame about feeling envious. All of it, out in the open.

 

The tug-of-war between wanting recognition and dreading rejection

Let’s go back to that WhatsApp thread – it captures something many women in accounting feel but rarely say out-loud.

Questian’s first instinct after her nomination was not to tell anyone. “I am embarrassed even to share it because I know I won’t make the list,” she texted Nancy. She was already preparing her public disclaimer before celebrating the achievement.

Nancy admitted she wasn’t going to post about her nomination either. Then she saw a colleague share theirs and watched friends rally around them with congratulations. Nancy felt sad nobody was lifting her up before catching herself: “I hadn’t even given them the opportunity.”

Nancy’s reframe stopped the spiral. “Literally, not a single soul will see the final list of who wins and think, ‘Oh, of course Questian and Nancy didn’t win. I figured they wouldn’t.'” The fear of losing publicly is a movie playing in our own heads, not in public theaters.

What makes this fear even more frustrating is the enormous amount of work these applications require. As Nancy explained, most of them demand extensive documentation. The Insightful Accountant application requires you to track all your continuing education throughout the year, not just CPE. “It’s a huge amount of work when you’re applying,” Nancy said, “and it’s actually a huge amount of work throughout the course of the year.”

When the system fails you, you have to advocate for yourself

Both Nancy and Melissa experienced something that adds another layer to the vulnerability: system glitches that initially left them off finalist lists.

In 2024, Nancy discovered she wasn’t on the Top 100 ProAdvisor finalist list despite completing the grueling application. When she reached out to Insightful Accountant, their system showed she hadn’t submitted. Nancy knew better. She’d kept records of her answers because the application was “very difficult.” They added her name to the list, but at the bottom, out of alphabetical order, where fewer people would notice and be able to vote for her.

The same thing happened to Melissa in 2025. The system lost her application, but showed she’d spent significant time on it. They let her use points from her 2024 application, adding her name… also at the bottom of the list.

“I am really proud of both of us for being brave and following up,” Nancy said, “and finding out it was a system glitch rather than a failure on our part.”

This adds another dimension to the courage required: not just applying, but advocating for yourself when things go wrong.

The middle school energy nobody wants to admit

“You want recognition, but you fear rejection,” Nancy said, naming the tension directly. “You want visibility, but you fear judgment.” Then she compared the entire awards cycle to middle-school popularity dynamics.

Melissa said she’d literally discussed this exact parallel with her therapist that day.

Nancy’s philosophy is, “We don’t grow out of the people we were when we were younger. We just grow into a different version of that person.” The worry about belonging never fully disappears. Awards season dials it right back up.

Nancy illustrated this with a story about discovering Financial Cent’s Top 30 Accounting and Bookkeeping Firm Owners to Follow list. Her emotional journey included:

  1. Opening it, excited for recommendations
  2. Feeling proud seeing friends on it
  3. Realizing she wasn’t listed
  4. Spiraling into jealousy and shame
  5. Feeling shame about feeling jealous

She made herself breathe and refocus on gratitude. When she returned to finish reading, there she was at number 30. She’d spiraled through five emotions before finishing the article.

“Happy-jealous-proud should be a word,” Nancy suggested.

Even successes can trigger hesitation. Nancy was thrilled to make the Forbes Best-in-State list this year. It’s an award where you don’t even know you’re being considered until you win. But she’s been hesitant to share it because Forbes charges a fee to use its logo and name in promotional materials. “I’m kind of waiting to figure out how that works exactly before I tell people about it,” she admitted.

Breaking the shame spiral through honesty

Melissa was candid about jealousy. “It’s so real and natural and something I feel more often than I care to admit.”

She reframes her mindset by saying, “We want other people to do well,” Melissa said. “We love our colleagues and friends, but we also want a little bit for ourselves.”

Nancy’s therapist keeps it even simpler. When Nancy worries about being jealous, her therapist asks, “Do you want what they have?” When the answer is yes, “Well, that’s just a fact.”

No moral judgment. No character flaw. Just information.

The power of community courage

If these feelings are universal, the solution isn’t to eliminate them. It’s to act despite them, together.

Nancy organized nomination sessions for Ask a CPA members. People showed up thinking they were there to help others apply. The idea of applying themselves hadn’t crossed their minds.

Then one usually introverted and quiet member spoke up for the first time, to say, “I’m just gonna say this out-loud in case I’m not the only one. Does anybody else in here feel like an imposter?”

Every hand went up.

The group rallied. Members nominated one another, worked through applications together on mute during virtual study halls, and held one another accountable. As a result, 15 Ask a CPA members made the Top 100 finalists list.

Among them was Sandy Rehart, who’d been working in accounting for decades but never applied. Like Melissa years earlier, Sandy assumed “they weren’t talking about me.” Nancy got emotional describing Sandy’s joy at finally seeing her name on that list.

When the nomination matters more than the win

Nancy’s experience with the AICPA Global Women to Watch award proves this point. The hardest part was asking a colleague to nominate her, essentially saying out-loud, “I want this. Will you help me?”

When she posted about the nomination on LinkedIn, talking about the women who inspired her and what it meant personally, the response was overwhelming. But when she actually won, “practically nobody said anything.”

The vulnerability in sharing the journey resonated more than the achievement itself.

Understanding what awards really are makes sharing easier. “Awards are visibility events. They’re not objective truth,” Melissa observed. Vendors benefit every time you post about a nomination. That’s the business model. You’re not bragging, you’re participating.

Practical permission: Scripts for showing up

Nancy calls it “flexing the Ask muscle,” or pushing through fear to ask for what you want. Every time you do it, it gets a little easier.

As Melissa tells her adult kids, “What’s the worst that can happen? You don’t have it now. If you go for it and don’t get it, you’re in exactly the same place.”

For those ready to post but unsure how, here are suggested scripts from the episode:

  • “Look at all the incredible people on this list. What an honor to be included.”
  • Share that tooting your own horn is hard, and why you’re doing it anyway
  • Tell the personal story of why this award matters to you
  • Express gratitude by tagging people and vendors who made it possible
  • Frame it as paying it forward. “I want to be the example for others that someone was for me.”

Nancy teared up when Melissa said, “We are not rooting for each other to lose. We celebrate each other.”

Raise your hand. Someone behind you is watching.

The most important takeaway from this conversation is to show up for the awards process, even when you feel undeserving. It creates permission for others to show up, too.

As Nancy said in that original text thread, “If we don’t show up, then other people don’t feel like they have reason to show up, either.”

For women in accounting, especially in a profession that hasn’t always rewarded self-promotion, these conversations matter. Every woman who posts about her nomination, asks for a recommendation, or fills out an application after years of assuming “they’re not talking about me” is lighting the path for someone behind her.

Melissa closed the episode with a quote from Mae Jemison, the first Black woman in space: “Never limit yourself because of others’ limited imagination, and never limit others because of your own limited imagination.”

Listen to the full episode of She Counts to hear the complete text thread and the unfiltered emotion in Nancy’s and Melissa’s voices. Then head to the She Counts LinkedIn page and share: What’s an opportunity you’ve been too afraid to pursue, or a time you went for it anyway?

The shiny trophy is nice. But the courage to raise your hand is what actually changes things for you and for every woman watching who needs to see someone go first.

98% of ProAdvisors Miss the Features They’re Paying For

Earmark Team · August 3, 2026 ·

Picture a packed ballroom at Intuit Connect. An Intuit vice president wraps up his keynote and drops a bombshell, saying, “The ProAdvisor program is going away at the end of the year.” Then he walks off stage.

The room freezes. Attendees turn to each other, stunned. As Margie Remmers-Davis remembers it, “We all looked at each other and said, wait, what?”

Within minutes, panic spread to the vendor hall. Margie walked straight to an Intuit booth labeled “ProAdvisor” and said, “Well, I guess this booth is going away.” Then she learned that the moment those words left the VP’s mouth, Jaclyn Anku, Intuit’s ProAdvisor Program Leader, had texted her entire team: ProAdvisor is not going away. He misspoke.

The room could breathe again. The program wasn’t dying. It was transforming.

In Episode 150 of The Unofficial QuickBooks Accountants Podcast, host Alicia Katz Pollock sits down with Margie Remmers-Davis, Founder and CEO of Akadian Accounting Education. They unpack what they call “the ProPartner paradox,” or the rebranding of ProAdvisor into the ProPartner program, launching January 2027.

From Advisor to Partner: What’s in a Name?

For the past decade, Intuit pushed bookkeepers to evolve. Stop just doing data entry. Start advising clients. Look forward, not backward. Help businesses understand what their numbers mean.

As Alicia puts it, “We’ve finally grown into the name that they gave us 30 years ago.” Just as the industry embraces advisory work, Intuit switches the name to “partner.”

The evolution shows in Intuit’s flagship conference. Ten years ago, QuickBooks Connect was mostly product training. You learned what was on the certification test, then took it right there. Over time, it shifted to advisory: interpreting numbers and helping clients succeed. Now, as Intuit Connect, it focuses on firm growth, the hiring crisis, and AI adoption.

So why “partner” now? Alicia sees two meanings, and both make sense.

First, it signals renewed commitment. After a challenging year of interface changes that slowed everyone down, Intuit wants to make amends. They now view accountants “as a customer,” meaning they’ll listen and build what practitioners actually need.

Second, it’s transactional. In the vendor world, “partner” means affiliate, someone earning residuals for referrals. With three-year revenue sharing at the program’s core, this interpretation also fits.

But what worries Margie’s students is ProAdvisor’s complete disappearance.

It won’t. At least, not exactly. Margie believes the ProAdvisor name will stay for certifications and learning. You’ll still be a Certified ProAdvisor. The ProAdvisor Academy continues. What changes are the benefits and tiers. Gold, elite, and platinum become Member, Partner, Preferred Partner, Premier Partner, and Elite Partner.

Still, when Margie checked Intuit’s FAQ, it says: “The ProAdvisor name and tier designations will sunset and will be replaced by the name ProPartner.” The exact details remain fuzzy.

Real Benefits Worth Having

Whatever you call it, the new program delivers concrete value. Let’s break down what matters most.

Five New Tiers

The bottom two tiers set a low bar to entry. Members just created an account, maybe to fix their own books. Partners passed Level 1 certification and have one client. That’s it.

Three-Year Revenue Share

This is the headline change. Revenue share extends from 12 months to three full years:

  • Partner: 10%
  • Preferred: 15%
  • Premier: 20%
  • Elite: 25%

As Alicia says, “25% revenue share for three years doesn’t suck.” Though she admits loyalty to her QuickBooks Solutions Provider means weighing what to run through them versus capturing residuals herself.

Free Premium Tools

It is widely rumored that at Premier and Elite levels, the $149 Intuit Accountants Suite Accelerate will come free. This matters for firms with many clients who need dashboard oversight, or for teams using ProAdvisor Academy. Solo practitioners without big rosters probably don’t need it anyway.

Expanded Support Hours

For anyone working nights and weekends, ProAdvisor support now includes staff with actual accounting experience, not just software troubleshooting. Call (888) 333-3451 and follow the prompts.

Silver-level hours:

  • Monday-Friday: 5 a.m. to 6 p.m. Pacific
  • Saturday: 6 a.m. to 3 p.m. Pacific

Gold, Platinum, Elite hours:

  • Monday-Friday: 4 a.m. to 8 p.m. Pacific
  • Saturday: 6 a.m. to 3 p.m. Pacific
  • Sunday: 8 a.m. to 2 p.m. Pacific

“I can’t tell you how many times it’s been 5 p.m. on Friday when I need to talk to them,” Alicia says. Weekend support isn’t a luxury; it’s reality.

The Directory Problem

The Find-a-Pro directory brought accountants frustration and hope. Currently, you need 500 points to get listed for gold status. That’s Level 1 certification plus clients, or Level 2 plus payroll certifications.

Nine months ago, Intuit killed the lead-capture form. That form generated real clients because business owners could fill it out, and you’d get notified to book consultations.

Intuit killed it because of scammers. Both hosts laughed at the recurring characters, including the “casting director” needing QuickBooks training for $5,000 a day and the father with three daughters (always three) starting businesses. Spam overwhelmed the system.

The directory still exists, but prospects work harder to reach you now. They need to visit your website or call directly.

Future improvements sound promising. Instead of just ZIP code searches, clients will find firms by practice areas and skills. Firm-level listings replace individual-only profiles. As Alicia notes, “ZIP code doesn’t matter anymore.”

But Margie’s students face a catch-22. Many get certified specifically to land in the directory and win first clients. But if listing requires clients you don’t have, you’re stuck. You can’t get clients without the directory, and you can’t get in the directory without clients.

The Real Value

What should really worry Intuit is they’re delivering more value than anyone realizes.

The problem crystallized at Scaling New Heights. Xero invited Alicia for a head-to-head comparison with QuickBooks. When the pricing slide appeared, the room erupted. Xero’s top tier is $90. QuickBooks’ is $275 to $340.

But Alicia knew something the attendees didn’t. That $340 includes $90 of bill pay (now free), workforce enhancements, and built-in AI. Factor in the $20 monthly that practitioners already pay for Claude or ChatGPT, and the math changes.

Then she demonstrated contract signing inside QuickBooks. Upload a contract to the customer hub. Mark where they initial, sign, and date. Send it off. The signed document lives in their customer details. It replaces DocuSign.

“How many people have heard of this?” she asked the room of 100 professionals. No hands went up.

“How many have explored the new AI features?” Two or three hands, including hers. That’s little to no awareness of the features justifying the price increase.

As Alicia puts it, Intuit “put the cart before the horse.” They raised prices before anyone knew what they were paying for. Instead of thinking “Look what I’m getting,” practitioners thought, “You aggravated me all year, and now I pay 20% more?”

Margie says this offers job security for people like her and Alicia. There’s so much to teach because there’s so much practitioners don’t know exists. Alicia’s planning dedicated classes just for overlooked features like AI agents, customer hub, and workforce management. Her 600-page QuickBooks book, once complete, is now just “fundamentals.” There’s enough new material for a second book.

What November Means

Margie explains why November matters at Intuit. The certification season runs November 1 through October 31. When one season ends, Intuit previews what’s next.

This November, expect to see your current points and new tier equivalent. You have the rest of 2026 to position yourself before the January 2027 launch.

Two more programs require at least Partner level:

  • Career pipeline: Intuit’s training one million students to build an onshore talent pool
  • Awards program: Recognition for Pro Partners

The Bottom Line

The ProPartner rebrand is an industry mid-pivot. Just as bookkeepers embrace advisory work, Intuit reframes them as partners and paying customers.

The concrete benefits are real, including three-year revenue shares up to 25%, free Accelerate at higher tiers, weekend support, and a smarter directory. These are overdue recognition of the small firms who built Intuit’s empire.

But value only matters if practitioners understand it. Those staying “heads down” in daily work miss the features that justify higher prices.

As Margie says about the rise of AI doing transactional work, AI is “confidently wrong.” You need deep knowledge to be confidently right. You can’t correct a machine you don’t understand. Advisory is survival.

Much remains unknown, including how you’ll earn points, which tier unlocks the directory, and whether certifications change. Intuit promises more details this fall.

Want the complete conversation? Listen to episode 150 of The Unofficial QuickBooks Accountants Podcast. Get ahead of the changes before Pro Partner launches in January 2027.


Alicia Katz Pollock’s Royalwise OWLS (On-Demand Web-based Learning Solutions) is the industry’s premier portal for top-notch QuickBooks Online training with CPE for accounting firms, bookkeepers, and small business owners. Visit Royalwise OWLS, where learning QBO is a HOOT!

Inside the Innovation Circle: Three Days of Conversations at Intuit Connect

Earmark Team · February 17, 2026 ·

After three days of walking around the Innovation Circle at Intuit Connect and filling 27 pages of Field Notes, it’s clear that QuickBooks is transforming from accounting software into a complete business operating system.

That’s the takeaway from a recent episode of The Unofficial QuickBooks Accountants Podcast, where hosts Alicia Katz Pollock, MAT, and Dan DeLong wrap up their three-part series covering Intuit Connect, where Alicia skipped the workshops to spend her time talking directly with developers in the Innovation Circle.

Keep in mind that these conversations occurred three months before the episode aired. So Alicia notes, “A lot of the things they said are coming soon might have already been released. So the timelines are kind of vague on a lot of these.”

What isn’t vague is where Intuit is heading. From AI-powered construction project management to sophisticated bill-approval workflows, the platform is expanding across every corner of business operations. For accounting professionals, understanding this evolution is the difference between being a bookkeeper and becoming a strategic business advisor.

Construction Gets Industry-Specific Tools in Enterprise Suite

Alicia’s conversation with Uttam Ramamurthy, Principal Engineer – AI Builder at Intuit, revealed how Intuit Enterprise Suite is tackling construction accounting, one of their key mid-market targets. They’re building specialized tools that actually understand construction workflows.

The familiar project list with profitability stripes is becoming a full dashboard designed for construction companies. You can set default margin goals, such as 25% profit on all projects, and the system alerts you when profitability falls below your threshold. As Alicia explained, “If you fall below your profit margin settings, it alerts you and gives you a heads up when your profitability is too low.”

The AI capabilities show real promise. Upload your project notes, and the system auto-populates project details and phases. It pulls from your documentation and uses what Intuit calls “AI product knowledge from similar projects” to suggest project structure.

Other construction features in development include:

  • Upload spreadsheets directly into project budgets (finally bridging the gap between estimating spreadsheets and QuickBooks)
  • Create product and service lists with quantities and unit costs, grouped by phases and cost groups
  • Show collapsible estimate views where customers see clean phase summaries while you keep line-item detail
  • Build graphic proposals with text blocks, photos, before/after images, and testimonials
  • Take deposits from estimates with proper liability accounting

That deposit feature comes with a warning. Alicia tested it three times during a recent class. It worked once but failed twice to properly subtract the deposit when converting to invoices. “I’m not sure if it’s still in development or not working, or if it’s just my cookies on my computer preventing it from working,” she admitted.

The platform now supports AIA progress billing, addressing a major gap for firms with architect and government contracts. As Dan observed, “The devil is always in the details as far as how it actually looks, but they understand those workflows.”

You can even mark project phases as complete via text message to automatically generate invoices. When projects close, Intuit Enterprise Suite creates a summary with lessons learned, profitability reports, and outstanding transactions, essentially a built-in project post-mortem.

For construction companies with multiple entities (common with separate LLCs for different projects), Intuit Enterprise Suite offers consolidated views across companies with shared charts of accounts, vendors, dimensions, and customers. You can create entity groups and filter views to specific business segments.

Mailchimp Integration Powers Marketing from Your Financial Data

The Mailchimp integration shows how seriously Intuit takes the connection between accounting and marketing. After all, your QuickBooks already knows who your customers are and what they buy. So why not use that for targeted marketing?

Alicia shared an example from her own business. When Intuit announces price increases, she needs to notify clients on wholesale QuickBooks plans where she pays for their subscriptions. She creates a Mailchimp segment where “product or service equals wholesale QuickBooks,” finds everyone affected, and sends targeted emails, all driven by her accounting data.

Stephen Yu, CPA and Product Manager at Intuit, walked Alicia through upcoming enhancements that will connect additional platforms. Soon, you’ll see email campaign success alongside data from Shopify, Stripe, PayPal, Square, and Wix on a single dashboard.

Other Mailchimp features coming soon include:

  • Click maps showing where recipients engage in your emails
  • Audience dashboards tracking growth by channel (Meta, Google, website forms, manual imports)
  • Revenue attribution connecting sales to specific campaigns
  • Journey tracking from page views through cart additions to checkout
  • Send time optimization revealing best days and times
  • AI-generated performance digests with recommended actions
  • Drag-and-drop templates that auto-generate newsletters from blog content (targeted for 2026)

ProAdvisors get Mailchimp discounts based on their tier level. The higher your tier, the better the pricing. Though Dan noted these discounts do expire.

What impressed Dan was Intuit’s patient approach to integration. “They’re not taking Mailchimp things and putting them in QuickBooks or taking QuickBooks things and putting them in Mailchimp. They are truly putting them on the same level. It’s a lot more polished than what we’ve seen in the past.”

The platform is also adding SMS messaging capabilities and, potentially, WhatsApp integration, expanding beyond email to meet customers where they communicate.

Customer Hub Becomes a Real CRM System

Christina Stansbury, Principal Product Marketer at Intuit, showed Alicia how the Customer Hub is evolving into a true customer relationship management system. Alicia already covered this development extensively in a previous episode, Customer Leads Hubba-Hubba.

You can now embed contact forms directly on your website and route inquiries into QuickBooks. The AI “customer agent” scans your Gmail to surface inquiries about your services and automatically convert them into leads.

The lead management system offers both list and Kanban views that visualize your pipeline from inquiry through discovery, negotiation, and closing. The system suggests next steps: draft an email, create an estimate, or book a site visit.

Other communication features built into Customer Hub include:

  • Emails sent through your Gmail (appearing completely natural to recipients)
  • Calendar integration for appointment scheduling
  • Self-scheduling links for customers
  • Video calls with automatic transcription (no recording, but searchable transcripts)
  • Mobile app integration for site visits with voice recordings, images, and notes

The mobile app deserves special mention. Dan highlighted how Intuit overhauled it to mirror the desktop experience. “The terminology changes on the web version found their way pretty quickly to the mobile app, which I appreciate.”

Coming soon: a proposal builder that pulls from your lead notes, emails, and conversations to generate polished documents connected to customer data. As with Intuit Enterprise Suite proposals, professionals can collect signatures and deposits directly from the proposal.

Bill Pay Gets Enterprise-Level Sophistication

The bill pay evolution addresses both processing efficiency and compliance requirements. You can email bills to a custom intuit.com email address or drag multiple documents into the business feed.

The current limitation is line-item detail. As Alicia explained to Abby Chu, Staff Marketing Manager at Intuit, the system reliably captures vendor names and dates but struggles with individual line items. Intuit is building machine learning to address this. Eventually, it will prompt you to create rules.

This creates what Alicia called a chicken-and-egg problem. “If it doesn’t work, people can’t use it. But if we don’t use it, then they can’t build the AI generator to make it work.”

Fees vary by payment speed:

  • Standard: 3 days (free)
  • Faster: 1 day ($10)
  • Instant: Minutes (1% fee, $100 maximum)

That instant option with the capped fee is noteworthy because you can pay a large urgent bill for just $100.

Bill Pay Elite introduces sophisticated approval workflows with full segregation of duties. You must have different people as bill clerk, approver, and payer—no overlap allowed. Approval conditions can stack up to seven levels deep, with complex if/then logic based on vendor, amount, and products.

Future enhancements include group approvals (any team member can approve), delegation for out-of-office situations, and audit history tracking workflow changes.

For bookkeepers managing multiple clients, Intuit Accountant Suite provides an eagle-eye view of bills across your entire client base. You’ll soon see available cash balances to prevent bounced payments.

But Alicia offered an important caveat about high-level views. During year-end cleanup, she discovered a client paying both personal and business electricity bills from the company card—something only visible at the transaction level. “There are some times when the eagle eyes still don’t give us the details on the ground view,” she noted.

Lending Services Leverage Your Financial Data

QuickBooks now incorporates Credit Karma’s embedded lending capabilities. Think of it like LendingTree built into your accounting software.

For loans under $250,000, Intuit offers direct lending. Above that, they connect you with third-party lenders. The system evaluates your credit score and business history to provide terms with no origination fees or prepayment penalties, although interest rates vary based on creditworthiness.

For customers, there’s a toggle in settings (currently defaulted on) that offers financing on large estimates. As Alicia explained, “If one of your potential customers turns down your bid because they have cash flow issues, then you may be able to win the engagement by offering them financing.”

On the collections side, you can now require auto-pay for recurring invoices. Looking ahead, customers will have their own dashboard to manage payments across all QuickBooks-using vendors. Update a credit card once, and it applies everywhere.

The Platform Evolution Continues

After three episodes covering Intuit Connect, Alicia concludes, “Intuit is really true to their mantra of powering prosperity around the world. They’re trying to help us increase revenue and improve cash flow. Having the data and insights to see what’s happening beyond just running a P&L and balance sheet is really super helpful.”

The challenge for accounting professionals is keeping up. Even Intuit’s own sales teams struggle to understand the full platform. Dan shared his frustration with telesales agents who don’t realize what Intuit Enterprise Suite offers, requiring multiple handoffs to get clients the right information.

But the opportunities are substantial for those who embrace the platform’s evolution. You can offer advisory services around marketing analytics, design approval workflows, guide construction clients through industry-specific tools, and advise on embedded lending options.

QuickBooks will continue transforming. Will you be the advisor helping clients navigate these new capabilities or the one still explaining why they need separate software for everything?

Listen to the full episode to learn more. And remember, as Dan and Alicia noted, they’re “almost ready for the next Intuit Connect to do this all again.”


Alicia Katz Pollock’s Royalwise OWLS (On-Demand Web-based Learning Solutions) is the industry’s premier portal for top-notch QuickBooks Online training with CPE for accounting firms, bookkeepers, and small business owners. Visit Royalwise OWLS, where learning QBO is a HOOT!

A ProAdvisor’s Guide to the New Era of QuickBooks

Earmark Team · March 8, 2024 ·

QuickBooks has consistently led the charge in the accounting tech world, evolving to cater to the diverse needs of small businesses and accounting professionals. On a recent episode of the Earmark Podcast, I had the opportunity to delve into the latest changes with Hector Garcia, a top QuickBooks ProAdvisor and educator. 

Our conversation highlighted the impact of Intuit’s QuickBooks Live Bookkeeping and Tax services on our community. Hector and I delved into whether Intuit is now competing with its ProAdvisors or is fostering a collaborative future. We also explored the challenges and opportunities for accounting firm owners.

Keep reading for the highlights of our discussion, or watch the full episode here:


Want to listen on the go? Find the link to the podcast version at the bottom of this article.

A Closer Look at Intuit’s Live Services

Intuit launched QuickBooks Live Bookkeeping in 2019. This year, they’re adding Live Tax, meaning that QuickBooks customers can now discover and purchase basic bookkeeping and business tax services directly from inside the product. Intuit is targeting these services to businesses that are not yet ready to hire a full-time accountant or bookkeeper but require professional help. Sounds a lot like our clients, doesn’t it?

The Accounting Community Reacts

The announcement was met with unease – to say the least – across the ProAdvisor community, sparking concerns about direct competition from Intuit’s vast resources. Hector put it bluntly, saying, “When this first thing launched, it was something that mostly accountants just hated.”

A Nuanced Impact: Analyzing the Effect on ProAdvisors

Many accountants feared Intuit’s “Live” services would compete directly with ProAdvisors, but the impact has been more positive than anticipated. Hector believes that the new services have increased awareness of professional bookkeeping and tax services among small businesses, resulting in a surge in demand for tailored and advanced advisory services that only ProAdvisors can provide. QuickBooks Live doesn’t compete with this.

Carving Out Opportunities for ProAdvisors

Intuit’s move has highlighted ProAdvisors’ value to their clients. Here are some ways Hector says ProAdvisors can distinguish themselves and expand their offerings:

  • Specialization: Develop expertise in niche markets or complex accounting needs, delivering a level of specialization that transcends Intuit’s offerings.
  • Advisory Services: Capitalize on the increasing demand for strategic financial guidance, budgeting, forecasting, and business planning—where your impact can be profound.
  • Technology Integration: Employ your deep understanding of the QuickBooks ecosystem to provide bespoke technology solutions, enhancing your clients’ operational efficiency.

Adapt and Thrive: Embracing the New Landscape

Hector says adapting to these changes involves embracing innovation and identifying ways to enhance Intuit’s services. Here are his suggestions for how to adapt and thrive:

  • Market Your Unique Value: Communicate the advantages of your services, emphasizing the personalized touch you offer beyond Intuit’s scope.
  • Embrace Technology: Harness the full potential of QuickBooks features and third-party apps to deliver state-of-the-art solutions.
  • Invest in Continuous Learning: Stay abreast of industry shifts and technological advances to offer forward-thinking services.

Transforming Challenges into Opportunities

Intuit’s introduction of Live Bookkeeping and Live Tax has undoubtedly prompted concerns about competition. Yet, it has also acted as a stimulus for innovation within our field.

“The essential lesson for ProAdvisors is to recognize the necessity of adapting and discovering new ways to distinguish their services,” Hector says. By focusing on areas where their expertise can outperform automated services, ProAdvisors can continue to deliver unparalleled value to their clients. Specialization, strategic advisory services, and advanced technological integration within the QuickBooks ecosystem are paths to enhancing your offerings and making yourself indispensable to clients.

Are you prepared to navigate these changes and seize the opportunities they present? To explore these topics more in-depth, tune into my conversation with Hector Garcia on the Earmark Podcast.

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