Parhaat QuickBooks Podcastit (2024)

1
QuickBooks Online Updates November 2024 59:29

1d ago59:29

59:29

Alicia and Hector dive into the November 2024 QuickBooks Online update. They explore significant changes to ProAdvisor Academy, the evolution of QuickBooks Live Expert Assisted services, and developments in modern reporting views. They also share their thoughts on the new Beneficial Ownership Information (BOI) reporting requirements and debate whet…

1
253: Strengthening Your Business Foundation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 19:26

3d ago19:26

19:26

To have a successful and profitable business, you’ll need to make sure your journey includes having a solid foundation for your business. This foundation is much more than just having an amazing idea for your business; it’s broken down into sections that are important to make sure you are mastering each of them so that you don’t have one area of yo…

1
Troubleshoot QuickBooks Error 80070057 0:34

17d ago0:34

0:34

Improper firewall and antivirus settings are often behind QuickBooks error 80070057, as these programs may block QuickBooks from accessing certain network resources or files. To prevent this, configure your firewall to allow QuickBooks processes, including QuickBooks Database Server Manager, access to both inbound and outbound network traffic.…

1
252: Being Proud Of Yourself Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:06

5d ago5:06

5:06

So often, we are looking for other people to be proud of us, but when was the last time you asked yourself how proud you are of yourself? Do you find that you are consistently seeking validation of how proud others are of you? Did you know that feeling proud of yourself is something you can actually create for yourself? Think about how much more po…

1
Deconstructing Sasan Goodarzi's Opening Address at Intuit Connect 34:55

8d ago34:55

34:55

Alicia unpacks Intuit CEO Sasan Goodarzi's keynote speech from Intuit Connect, offering valuable context around the company's AI-driven strategic direction and its implications for ProAdvisors. She breaks down the upcoming changes to QuickBooks Live, including new transparency features and revenue sharing opportunities that aim to strengthen the pa…

1
251: Simple Steps To Create A Business Plan Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 19:02

10d ago19:02

19:02

When you have a business, you most likely have a vision for your business. If you are like many business owners, you think about your business the majority of your time. You think about the products and services you offer or want to offer, you think about your ideal client, you think about how much money you want to make, and you think about how yo…

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250: Clarifying What You Want In Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 5:24

12d ago5:24

5:24

Have you ever taken the time to really think about what you truly want in your life? Our lives are busy, and it’s easy to think about things on the fly, but how often do you take the time to really think about it? When I ask my clients what they want in their lives, there are many times that they say they don’t really know. They haven’t taken the t…

1
Reflections on Intuit Connect 2024 51:43

15d ago51:43

51:43

Hector and Alicia break down the major announcements and strategic shifts revealed at the first-ever Intuit Connect conference in Las Vegas. They analyze Sasan Goodarzi's keynote message about embracing change and building the future together, while unpacking Intuit's apparent transition from a product-focused company to a comprehensive business pl…

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249: Are Your Business Finances Out Of Control Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 19:38

17d ago19:38

19:38

Whether or not you feel you have control of your business finances, you want to make sure you are doing everything you can so that you can end this year in control. These next few weeks will fly by so quickly, and before you know it, you’ll need to gather all your financial information to prepare your tax return. In today’s podcast episode, I’m tal…

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248: Prioritizing What Matters Most Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:13

19d ago4:13

4:13

How often do you find yourself short on time? Our lives are busy, and when we find ourselves with more things to do and not enough time to get it all done, it forces us to prioritize what matters most to us. Wouldn’t it be great if you had the time to do everything you wanted to do? One of the things I work with my clients on is making sure they ar…

1
October QBO Updates: Revenue Share, Cost Allocation & Recurring Payments 30:24

23d ago30:24

30:24

Alicia walks through the key announcements from Intuit's October 2024 In The Know webinar, including the new QuickBooks payments revenue share program offering ProAdvisors 20% of processing fees for three years. She details the new cost allocation feature in payroll that lets businesses track labor costs across projects and classes, and explains th…

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247: Increasing Your Side Hustle Profits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 22:32

24d ago22:32

22:32

When you start your business or side hustle, your goal is more than likely to become successful. But what makes your business a success? Do you think that bringing in considerable amounts of sales or revenues determines your business’s success? Is it the number of clients or customers you have? It’s easy to listen to other business owners talk abou…

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246: Does Success Make You Happy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 3:59

26d ago3:59

3:59

We are often led to believe that happiness comes from achieving success. We think that when we get something we think is successful in our life, then we’ll start being happy. Success and happiness are actually two totally separate mindsets. Think about it. There are so many people in this world who are successful, and yet they are so unhappy. The r…

1
Modern Reports in QBO Advanced 48:07

30d ago48:07

48:07

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insig…

1
245: How To Get Your Side Hustle Started Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 20:48

1M ago20:48

20:48

Starting a side hustle can be overwhelming unless you take the right steps, make sure you are covering all the necessary requirements, and understand what the demand is going to be on not only yourself but your lifestyle as well. There are many points to consider, and the more that you can review these before jumping into you’re your side hustle, t…

1
244: Learning How To Fail Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:24

1M ago4:24

4:24

So often in our lives, we set goals and strive for success. We want to win at everything we do, but there will be times when things don’t go as originally planned, and we fail. It’s okay to fail, and there are people who will tell you that you need to fail many times before you succeed, so why are so many of us afraid to fail? Why do we put things …

1
QuickBooks Online October 2024 Updates 1:04:15

1M ago1:04:15

1:04:15

Hector and Alicia dive deep into QuickBooks Online's October 2024 updates, dissecting new features and improvements across payroll, search functionality, and recurring payments. They explore the potential impact of AI-powered anomaly detection in payroll and discuss the implications of enhanced transaction search capabilities. The hosts also share …

1
243: Make Money With These Side Hustles Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:27

1M ago17:27

17:27

A side hustle or side gig simply means you are taking on additional work outside of your regular job. Having a side hustle can be a great way to earn some extra income, and how much income you make in your side hustle depends on what you put into your side hustle. In today’s podcast episode, I’m covering some of the top side hustles you can jump in…

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242: Managing Negative Emotions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 4:05

1M ago4:05

4:05

How often do you find yourself feeling a negative emotion? What do you find that you do whenever you have these negative feelings? Do you find yourself negotiating with yourself when you feel a negative emotion? Do you do something to resist your negative feelings that don’t ultimately get you what you want in your life? You can manage these negati…

1
A New Dawn 23:00

1M ago23:00

23:00

Alicia examines Intuit's strategic shift towards cloud-based solutions and its impact on QuickBooks users and ProAdvisors. She discusses the challenges of transitioning from Desktop to Online, while highlighting the potential benefits of Intuit's integrated financial management platform. Alicia offers insights on adapting to these changes and maint…

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241: Should You Start A Side Hustle Whether You Are Starting A Business, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 16:53

1M ago16:53

16:53

People start side hustles for many reasons, but one of the top reasons is so they can make additional money. With the cost of living rising, many people are looking for additional ways to make ends meet since the income they are getting from their job isn’t meeting all of their needs. On average, one in three people has a side hustle. In today’s po…

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240: Controlling How You Can Feel Better Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 5:01

2M ago5:01

5:01

When I ask my clients what they want to improve in their lives, I often hear that they want to be happier or feel better. There may be other things they say, but all in all, almost everything leads to them wanting to live a happier life. Take a second and ask yourself what you’d like to see improved in your life. Does it ultimately make you feel ha…

1
End of an Era 30:42

2M ago30:42

30:42

In this episode, Hector takes the mic alone to delve into the significant changes in the QuickBooks ecosystem as Intuit phases out new licenses for QuickBooks Desktop Pro and Premier. He explores the implications for existing users, the shift towards QuickBooks Online and Enterprise solutions, and shares personal insights on the emotional impact fo…

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239: Should You Outsource Your Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 19:01

2M ago19:01

19:01

There’s nothing wrong with wanting to do everything in your business. When you finish each project, you love that feeling of accomplishment. But when you start to fall behind or know you are not doing something as well as you should, you may start wondering if it is something you should continue doing. This is true when you are doing your own bookk…

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238: Creating Certainty In An Uncertain Situation Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Business Owner 5:01

2M ago5:01

5:01

Have you ever had a situation when you felt uncertain about how it was going to go? Maybe you are in a situation similar to this right now. Whenever there is a circumstance in our lives that we think is causing us to feel uncertain, it is possible to bring a sense of certainty to the situation, even if you are currently feeling uncertain about it. …

1
Intuit Enterprise Suite - What We Know 56:56

2M ago56:56

56:56

Alicia and Hector dive deep into Intuit's newly announced Enterprise Suite, breaking down its features and potential impact on mid-market businesses. They discuss the platform's advanced multi-entity management capabilities, enhanced project tracking for construction companies, and the introduction of customizable dimensions. The hosts also specula…

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237: Asking For Bookkeeping Help Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 19:00

2M ago19:00

19:00

Most business owners typically do their own bookkeeping when they first start their business, but a question I often receive is when should I be getting help with my bookkeeping. The help that a business owner can get from a bookkeeper, accountant, CPA, or tax preparer can vary, and the level of expertise and amount of time required varies as well.…

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236: Why You Do Not Take Action Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 5:01

2M ago5:01

5:01

Are there things you’d like to accomplish in your life, but you find you are just not taking the action you need to achieve these goals? I understand how frustrating this can be. I hear my clients tell me all the time that they wish they could just follow through with the actions they need to take. They know what they need to do to accomplish what …

1
Exactly What to Say to Accountants 34:05

2M ago34:05

34:05

Hector and Alicia dive into the transformative power of language in accounting practice management. Drawing inspiration from Phil M. Jones' book "Exactly What to Say," they explore key phrases and communication strategies that can significantly improve client relationships, pricing discussions, and overall business growth. Through real-world exampl…

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235: Best Bookkeeping Software Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 20:18

2M ago20:18

20:18

When you own a business, you know you need to have your bookkeeping under control. There are many options available to have up-to-date bookkeeping, but you may be wondering which solution is best for you and your business. In today’s podcast episode, I am covering what you should be looking for in a bookkeeping solution and if QuickBooks is the bes…

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234: Creating Opportunities When Solving Problems Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Or Owner 5:05

2M ago5:05

5:05

Is there a problem you are dealing with in your life and you are just not sure how you can create a solution for it? Do you find that you think it is too hard to problem solve so you live your life with this problem every day? We all have the ability to solve our problems and when we do, it can actually create opportunities that will help us live t…

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Misc. Musings on QuickBooks | Sept 2024 58:33

2M ago58:33

58:33

Alicia and Hector explore recent changes in QuickBooks Online that they've been musing on. From subtle interface updates to new document importing features, they discuss the implications of Intuit's broader rebranding efforts and speculate on future developments. They also share valuable tips on mobile document scanning and highlight upcoming accou…

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233: Should I Do My Own Bookkeeping Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 17:51

2M ago17:51

17:51

There are many things to consider when you are thinking about doing your own bookkeeping for your business. The main things to consider are your knowledge and your interest in bookkeeping. If you’ve been debating about whether you should do your own bookkeeping for your business, or outsource it to someone else, right now is the time that you need …

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232: Saying No Can Be Easy Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:02

2M ago5:02

5:02

Whether you are making a plan, trying to manage your time, or simply honoring what you want in your life, saying no often seems as if it is hard to do, but what if you were able to start saying no to others, and it was easy? If something doesn't work with what you originally wanted in your life, it’s okay to say no, and you can actually say no in a…

1
Intuit Dome Is the Future 38:11

3M ago38:11

38:11

This Unofficial QuickBooks Accountants Podcast episode explores the new Intuit Dome in Los Angeles, highlighting its advanced technology and Intuit's strategic investment. The hosts discuss the venue's features, financial aspects, and potential impact on Intuit's brand. Sponsors Fishbowl - https://uqb.promo/fishbowl Melio - https://uqb.promo/melio …

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231: Handling Uncleared Bookkeeping Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Business Owner, Or Self-Employed 24:09

3M ago24:09

24:09

Reconciling your accounts will make sure you have all your transactions accounted for each month, but when you have transactions that have not cleared the bank, you need to make sure you are taking care of these as well so that you don’t have incorrect data in your financial statements. It’s important to clean these items up in a timely manner so t…

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230: Relationships In Your Life Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner Or Self-Employed 6:32

3M ago6:32

6:32

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
Intuit's FY 2024 Earnings 46:19

3M ago46:19

46:19

Hector and Alicia dive deep into Intuit's latest earnings report, breaking down the company's financial performance across its various platforms. They explore Intuit's strategic shifts, including the rebranding of its small business group and the push towards AI-driven expert platforms. The hosts also discuss the potential for new personal finance …

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229: Bookkeeping Processes For Coaches And Service Businesses Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, VA, Owner, Or Self-Employed 24:42

3M ago24:42

24:42

To ensure your coaching business is profitable, you need to make sure you are setting your bookkeeping as a priority. It doesn’t matter if you are a life coach, business coach, sales and marketing coach, financial coach, weight loss or health coach, relationship coach, or any other type of coach. If you want your coaching business to be successful,…

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228: Understanding People Pleasing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 6:02

3M ago6:02

6:02

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
QBO Payroll Updates August 2024 1:01:01

3M ago1:01:01

1:01:01

Hector and Alicia dive deep into QuickBooks Online's new payroll impounding feature, discussing its implications for small businesses and accountants. They explore the pros and cons of QBO Payroll compared to competitors like ADP and Paychex, and speculate on upcoming features. The hosts also share insights about the upcoming Intuit Connect confere…

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227: Why Are You Neglecting Your Bookkeeping Tasks Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 25:39

3M ago25:39

25:39

Do you dread working on your bookkeeping for your business? Have you neglected it, and now it seems like a project you’ll never be able to tackle? We all know how essential it is to have accurate and timely financial statements so that you can make sound business decisions, but your bookkeeping doesn’t have to be dreadful. If you take some pretty s…

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226: Setting Boundaries Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 5:07

3M ago5:07

5:07

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
Artificial Intelligence Part 1 45:12

3M ago45:12

45:12

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia discuss the impact of artificial intelligence on the accounting profession. They explore how AI is changing bookkeeping processes, the challenges and limitations of current AI implementations in accounting software, and the need for accountants to adapt their roles.…

1
225: Personal And Business Financial Stability Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 25:15

3M ago25:15

25:15

Understanding and having control of your personal finances is extremely important when you have a business. There may be instances in your business when you need to inject personal funds into the business if you are having issues with your business meeting its cash flow and financial needs. You need to know if you can indeed afford to put these fun…

1
224: Being Responsible Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Business Owner, Or Self-Employed 4:44

3M ago4:44

4:44

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
QuickBooks Karma? Financing Your Estimates 49:03

4M ago49:03

49:03

This episode discusses a new feature in QuickBooks Online that offers financing options to customers directly through estimates and invoices. The hosts, Alicia and Hector, initially express concerns about privacy and potential predatory lending practices but later discover that the feature is optional and controlled by the business owner. They spec…

1
223: Organic Marketing Tips To Grow Sales Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 23:05

4M ago23:05

23:05

When you don’t have a big budget for marketing, like when you are just getting your business started, or you’re not bringing in the sales you originally expected, it’s important to take advantage of low-cost marketing options and marketing you can do on your own. The good news is that as a business owner or solopreneur, you know everything about yo…

1
222: Is Stress Causing You To Overeat Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 4:17

4M ago4:17

4:17

Hey there, I’m Chris Panek, Certified Public Accountant, Certified Coach, and the host of the Mastering Your Small Business Finances Podcast, and I want to welcome you to this new series I’m doing on this podcast. My intention is to drop one of these additional episodes every Monday while I continue to provide you with the regular Mastering Your Sm…

1
Outsourcing Overseas 38:58

4M ago38:58

38:58

Hector and Alicia discuss outsourcing in the accounting industry. They explore the economic implications, educational aspects, and potential benefits and drawbacks of outsourcing accounting work to other countries. The conversation evolves from discussing the immediate impacts of outsourcing to broader topics like educational reform and the need to…

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