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Stay up-to-date on the latest QuickBooks news, tips, and updates with Certified QuickBooks ProAdvisor Alicia Katz Pollock, MAT. Alicia and guests break down need-to-know QuickBooks information in a fun and engaging format. Learn about new product features, accounting technology trends, integration how-tos, and best practices for getting the most out of QuickBooks all while earning NASBA-approved CPE.
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The QuickBooks Wizard

Automated Bookkeeping of Arizona, LLC

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Confused by QuickBooks? You’re not alone. The QuickBooks Wizard mixes bookkeeping wisdom, real-life messes, and a touch of humor to help small business owners get clarity and confidence in their numbers.
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Running a business is hard. QuickBooks shouldn’t make it harder. Welcome to QuickBooks Mastery for Small Business Success—the podcast for growth-minded small business owners who are ready to stop drowning in financial confusion and start making confident, data-driven decisions. Hosted by Lee Davis & Erica Northrup, the father-daughter duo behind Lee Davis & Company, each episode delivers practical advice, proven systems, and real-world strategies to help you clean up your QuickBooks, simplif ...
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Accountant Ally is a trusted partner for businesses seeking expert accounting support. Specializing in troubleshooting QuickBooks errors, software setup, and resolving data corruption issues, we provide seamless solutions to keep your financial systems running smoothly. Our team of experienced professionals ensures accurate accounting services, offering peace of mind to clients.
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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Send us a text 🎵 When the Story Can Wait Feedy & the Bank Feeds This track was created as a companion piece to Episode 4, Season 2 of The QuickBooks Wizard Podcast. “When the Story Can Wait” is about restraint in the middle of noise — the choice to pause instead of forcing resolution, and the quiet confidence that comes from knowing not everything …
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Alicia runs through the latest QuickBooks Online updates rolling out this holiday season, from enhanced client request routing in the banking feed to the completely redesigned sales tax center. She covers new time tracking integrations, the text-based payroll agent, modern report improvements, and explains why toggling that sales tax checkbox doesn…
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Episode 8: QuickBooks Reports You Should Check Every Month In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis break down the most important QuickBooks reports every business owner should review each month—and why they matter. Too many business owners rely on their bank balance instead…
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The W9 form is an important form, and more than likely, you’ve either had a request for this form or, you yourself may be requesting them from your vendors. This form is used to collect information about others, but knowing in advance that you need to request this information will not only save you valuable time, but it will also give you the infor…
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Send us a text When the Story Can Wait Season 2, Episode 4 December is loud. More transactions. More pressure. More urgency to finish strong — even when the signals stop making sense. In this episode, we talk about what really happens to good systems under year-end overload — and why confusion in December is not the same thing as failure. You’ll he…
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Send us a text 🎶 Bonus Track: First Number Wins Feedy & the Bank Feeds First Number Wins is a gritty, 90s-inspired grunge instrumental born out of the tension that lives inside messy books, flashing warnings, and decisions made under pressure. This track isn’t about teaching QuickBooks. It’s about the feeling that comes before the teaching. The hum…
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Episode Title: Episode 7: Outsourcing Bookkeeping — When & How to Hand Off QuickBooks In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davisbreak down one of the biggest growth decisions business owners face: when to stop doing it all themselves and outsource bookkeeping. They explore why…
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Send us a text 🐾 Episode 3: O-Cat Loves a Label Why does it feel so good to slap a label on a transaction and move on? In this episode of The QuickBooks Wizard Podcast, we meet O-Cat—the shortcut-loving creature who thrives on neat labels, quick fixes, and the sweet relief of a green checkmark. She’s not evil. She’s efficient. And under pressure, s…
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Sponsors Digits - https://uqb.promo/digits (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:31) - Deep Dive into Intuit Accountant Suite (07:57) - Home Screen and Client Management (18:15) - Client Insights and Custom Views (24:41) - Books Close Feature (33:58) - ProAdvisor Academy Enhancements (38:43) - Wrapping Up and Upcomi…
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Have you ever had that one memory that sits in the back of your mind? That thing you wish you’d done differently? Something you didn’t say, something you did say, the opportunity you passed up, the relationship you didn’t repair, or the career move you waited too long to make? Most people don’t just have one regret; they carry an entire portfolio o…
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Send us a text Static on the Floor Bonus Track — QuickBooks Wizard Podcast This is a bonus drop. No teaching. No workflow. No bank feeds to reconcile. Just sound. “Static on the Floor” is a gritty, guitar-driven piece born out of the Workshop itself — the hum, the feedback, the moments when the tools are loud, the wires are alive, and something sli…
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Send us a text Bank Feeds, Chaos & Carl QuickBooks Wizard — Season 2, Episode 2 I’ll be upfront: this episode took longer than planned. Not because I didn’t want to release it — but because everything changed at once. New format. New tools. New methods. New ways of building the show from the ground up. If you’ve ever opened QuickBooks after an upda…
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Alicia opens the floor to dozens of ProAdvisors, bookkeepers, and accounting professionals who answered one question at recent conferences: "If I could say one thing to Intuit, it would be..." From concerns about constant software changes and beta testing on live users, to fears about being abandoned as Intuit shifts focus to mid-market and AI, the…
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There’s often a misconception when it comes to figuring out what you’ll be taxed on in your business. This is normally referred to as your net income. Many business owners will take a look at their business bank account and think this is the number they will use for their net income or what they will be paying taxes on, but it isn’t an accurate way…
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Have you ever noticed that some problems just move into your life, and it never feels like they’ll ever be solved? They take over your life, and you tell yourself things like, “Ugh. I don’t have the energy to deal with this right now.” So you let them stay in your life. Before you know it, the days you are dealing with these problems turn into mont…
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Episode 6: How to Create a Budget in QuickBooks In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis walk listeners through the full process of creating a budget in QuickBooks Online. They explain why budgeting is essential for small business owners, how budgeting improves cash flow, an…
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Send us a text 🎵 Bonus Track — “Reconciliation Breakdown” (From The QuickBooks Wizard Podcast) This original track captures the chaos, tension, and eventual clarity of Episode 1: When Reconciliations Break. Inspired by the Wizard’s Workshop, tangled bank feeds, and the emotional rollercoaster every small business owner knows too well, this song ble…
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Send us a text When Reconciliations Break — Inside the Wizard’s Workshop I promised you a Saturday episode — and here it is. Thank you for your patience while I wrestled with production, recording, editing, and a few surprise monsters along the way. I said I’d deliver this on Saturday, and I meant it. This one goes deep. Reconciliations don’t fall …
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Send us a text I am experiencing some technical challenges and won't be able to release the season premier as scheduled. It will be available no later than Saturday, December 6th, 2025 at Noon. Sorry for the inconvenience. Believe me. I've spent the day now it is late and I just can't take anymore today. Support the show ✨ Ready to take your books …
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Alicia recaps Intuit's November 20th "In the Know" webinar, covering the newly launched Intuit Accountant Suite (IAS) and its transition from QBO Accountant. She breaks down the platform's core features, pricing structure for the Accelerate version launching in 2027, and new firm management capabilities including sub-organizations and client consol…
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Navigating the year-end chaos is often top of mind for many business owners, professionals, and accountants during this challenging time when there is so much to do, not only in our professional lives but in our personal lives as well. During this year-end rush, it’s easy to worry about how you’ll manage the stress and ensure you not only get every…
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Have you ever woken up, looked at your calendar, and felt that familiar heaviness or weight in your chest? The weight of a problem or challenge that you’ve been carrying for weeks, months, or maybe even years? Maybe it’s a client situation that keeps spiraling, a workload issue you swear you’re going to streamline “when things slow down,” or a pers…
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Episode 5 – How to Create a Simple Business Plan (That Actually Works) In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davisdig into one of the most overlooked foundations of a healthy business: the business plan. They start with a real story from Lee’s week—a potential client who reache…
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Inspired by Blue Angels pilot John Foley's keynote at Intuit Connect, Alicia explores the "Glad to Be Here" mindset and its connection to gratitude in the accounting profession. Alicia interviewed accountants during her recent conference season about the most impactful change they made this year, and their answers reveal transformations spanning cl…
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When you think about the end of the year, do you have goals that you’ve set that you still need to achieve? When you take the time to be intentional about elevating your year-end success, you’ll be sure to end the year with a sense of satisfaction, knowing you’ve done everything you could to wrap up this year not only with achievement but also mome…
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Have you ever noticed how much time you spend thinking about things you can’t control? Accountants and high-stress professionals tell me things like this all the time. I feel like everything is happening to me. I have no control over my time, or my clients, my team, or my deadlines; all dictate everything I do in my life. And on top of that, they b…
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Send us a text Step into the Workshop. 🔮📊 Season 2 officially has a heartbeat — and you’re hearing it. This is the brand-new Theme Song for The QuickBooks Wizard — a synthwave-rock / funk hybrid straight out of Feedy & The Bank Feeds’ wild little corner of the universe. If you’ve followed the show from Season 1, you already know the Wizard’s world …
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Episode 2: Common QuickBooks Challenges and How to Fix Them In this week’s episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis tackle one of the biggest struggles small business owners face: QuickBooks messes. From confusing bank feeds to incorrect categorization to messy charts of accounts, t…
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Episode 3: Leveraging QuickBooks for Effective Cash Flow Management In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davisunpack one of the most critical pieces of small business financial management: cash flow. Even profitable businesses can fail if they run out of cash. Erica and Lee ex…
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Episode 4 – Integrating QuickBooks with Other Business Systems In this episode of QuickBooks Mastery for Small Business Success, father-daughter team Erica Northrup and Lee Davis dive into how to integrate QuickBooks with the other systems you use to run your small business. Instead of entering the same information in three different places, they w…
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In this debut episode of QuickBooks Mastery for Small Business Success, Erica Northrup and her father, Lee Davis, open the door to their story as a father-daughter business team. Episode 1: Meet Lee & Erica: A Father-Daughter Team Helping Small Businesses Master QuickBooks In this first episode of QuickBooks Mastery for Small Business Success, fath…
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Alicia recaps an intense month traveling between three major accounting conferences: Women Who Count in Mesa, Intuit Connect in Las Vegas, and Reframe in Miami. She breaks down the controversial Intuit Accountant Suite announcement that sparked confusion about the future of the ProAdvisor program, shares pricing transformation insights from Reframe…
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Payroll might not be the most glamorous topic, but it’s a large part of your business if you have employees. If you don’t have any employees yet, understanding how to add payroll to your business will be extremely important. When you have employees, you need to create a process of paying your employees, ensuring they receive their money on time and…
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Have you ever wondered why some people seem to achieve anything they set their minds to, while others start strong, get excited, and then gradually fall off, lose steam, and quit? Why does it look like determination comes so naturally for some people, like they were born with it, while the rest of us feel like we’re pushing a boulder uphill just tr…
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Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the red…
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As a business owner, you want to maximize your potential, both in your finances and in your personal growth. Learning how to invest in yourself so that you can become a better business owner is essential to not only your growth but the growth of your business as well. When you grow as an individual, you not only reap the benefits in your personal l…
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Have you ever had one of those weeks where it feels like everything is happening “to” you? It could be clients emailing you nonstop, deadlines stacking up, and one unexpected situation after another leaving you feeling like you don’t have any control in your life? If you’re anything like most of the accountants and high-stress professionals I work …
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Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Account…
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We need to bridge the world of business ownership or your career with your personal development. Taking the time to navigate the complexities of being a business owner or having a career while finding balance in your life is important, but when we start to add the complications of burnout, it really starts to leave you feeling exhausted, overwhelme…
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Let me ask you a question. What’s a goal of yours that you think is impossible? Maybe it’s doubling your income without doubling your stress. Maybe it’s finally creating work-life balance that actually lasts. Maybe it’s something deeply personal like getting in shape, writing a book, starting a business, or stepping into leadership in a way that fe…
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Send us a text What happens when the monster isn’t gone — just balanced? In “The Monster with Two Faces,” Feedy & The Bank Feeds explore the tension between appearance and reality, profit and loss, truth and perception. It’s the calm after the mirror breaks, where you realize that balance doesn’t come from perfection — it comes from seeing both sid…
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Send us a text When the dust finally settles, the Wizard doesn’t stand in triumph — he stands in reflection. After a season of monsters, messes, and moments of revelation, this finale brings it all back to center. No dragons, no chaos — just a quiet hill, a soft glow from the staff, and the truth every bookkeeper learns sooner or later: order isn’t…
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Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing…
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Have you ever wondered if starting a business is right for you? Starting a business is both an exciting and challenging endeavor, and recognizing the right time to start is crucial. Determining the right time to start your own business can be a daunting decision. In today’s episode, I help you determine when you’re truly ready to take the plunge in…
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You know that thing you’ve been putting off, the one that’s been sitting on your to-do list for way too long? Yeah, that one. Maybe it’s updating your processes, finishing that client project, or even something personal like cleaning out the garage or finally scheduling that doctor’s appointment. Whatever it is, let’s be honest, if you’re procrasti…
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Send us a text From the same chaotic universe that brought you Out of Sync Again, Feedy and the crew are back — staring down the scariest monster of all: the one in the mirror. 🎶 A song from the QuickBooks Wizard Universe — where bookkeeping meets rhythm, and chaos meets creativity. Written by Brian Cogan Produced with AI collaboration © 2025 Autom…
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Send us a text Straight from The QuickBooks Wizard Podcast universe — Feedy & The Bank Feeds are back with their debut track, “Out of Sync Again.” When your bank feeds miss a beat, the whole ledger starts to groove off-time. 🎩 Wizard on keys. 💚 Feedy on vocals. 🥁 Reconciliation on drums (calculator optional). 🎧 Listen to the full album “Out of Sync…
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Send us a text When the monsters finally quiet down, the hardest one left to face is the one staring back at you. In this episode, the Wizard and Brian explore what happens when the real problem isn’t QuickBooks… it’s our habits, shortcuts, and “I’ll-fix-it-later” moments. Through humor, reflection, and a few magical metaphors, you’ll discover how …
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Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk uplo…
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When you stay on top of your bookkeeping, you’ll feel more confident and relieved knowing you have financial information you can count on to make smart business decisions. When it comes to your business finances and particularly your bookkeeping, I often hear business owners who are feeling overwhelmed and stressed because their bookkeeping has sta…
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