Ep. 77: Joe Woodard Schools Us, ProAdvisors Get a New Title (with Worse Pay), and Let's Talk Missive!

Ep. 77: Joe Woodard Schools Us, ProAdvisors Get a New Title (with Worse Pay), and Let's Talk Missive!

NERD ALERT! Of course, we’re talking about UnAccountable! It’s episode 77, and we are nerding out with a fountain of accounting wisdom. Your hosts, as always, are: Tyler “Eager Expert” Otto from Specialized Accounting [https://www.specializedat.com/], focusing on medium to large businesses in the glamorous hospitality, marina, and service industries. Jeremy "Stoked Steward” Van Groll from Nonprofit Bookkeeping [https://www.nonprofitbookkeeping.com/], a champion for nonprofits with his accounting expertise. We are welcoming back Joe Woodard, founder of Woodard [https://www.woodard.com/], creator of Scaling New Heights [https://www.woodard.com/scaling-new-heights-2026?utm_term=scaling%20new%20heights&utm_campaign=SNH+Final+Push&utm_source=adwords&utm_medium=ppc&hsa_acc=6076622807&hsa_cam=17680377302&hsa_grp=137188059823&hsa_ad=608827819856&hsa_src=g&hsa_tgt=aud-1636179523133:kwd-3447020118&hsa_kw=scaling%20new%20heights&hsa_mt=b&hsa_net=adwords&hsa_ver=3&gad_source=1&gad_campaignid=17680377302&gbraid=0AAAAAC1HU-iVPxCQuhBPVvDbq194i7oNk&gclid=Cj0KCQjw2_TQBhCnARIsAF3-XhwwvhF8NyYO-cK2EsdVIXB9kNHqlzkSSwprFCE1iQpagQMaorjRC9caAiQaEALw_wcB], and accounting A-lister. In Da News, with UFAT [https://www.linkedin.com/events/7463663149477507072?viewAsMember=true], we happy. We give the lowdown on our new, fortnightly trivia. We are also discussing Intuit’s new program, ProPartner [https://www.accountingtoday.com/news/intuit-to-sunset-proadvisor-program-launch-new-propartner-accountants-program?utm_campaign=NL_ACT_Daily_Briefing_05212026&position=1&utm_source=newsletter&utm_medium=email&campaignname=NL_ACT_Daily_Briefing_05212026&oly_enc_id=1805H2454478H5F]. Also, who did we bribe to speak at Scaling New Heights [https://www.woodard.com/speaker-listing-scaling-new-heights-2026]?? Who cares, let us shower you with t-shirts. Come find us! In Fast Figures, we grill Joe with trivia questions with numerical answers. On AppSnack, we are taking a bite out of Missive [https://missiveapp.com/pricing], a collaborative solution to inboxes. Our hosts discuss the features and benefits of their services. Loser of the Week: Unidentified US Taxpayer [https://www.accountingtoday.com/news/irs-receives-billions-in-unidentified-payments] Winner of the Week: UFAT Winner! 📣 This episode is sponsored by Double! 🚀 Double just leveled up your workflow game: their MCP rollout is live, and it's the accountant-friendly hub you've been waiting for! Tired of app-juggling chaos? Double connects your entire stack into one AI-powered command center. Mark tasks off in natural language, pull client data without tab-switching, and let Claude, Co-pilot, or any MCP-compatible AI agent handle the grunt work securely. Double your productivity today and get 20% off your first 3 months with code 𝘂𝗻𝗽𝗼𝗱 at doublehq.com [http://doublehq.com]! https://www.unaccountable.co/double [https://www.unaccountable.co/double] _______________________________________________ You're invited to Gusto's Power Breakfast at Scaling New Heights! Join Gusto & Tyler Otto at 8:00 am on Monday, June 15,  for Inside the AI-Powered Firm. Register today! [https://www.woodard.com/scaling-new-heights-2026] _______________________________________________ 🆓 Love free stuff? So do we! ⁠Subscribe to our channel and watch for $0 on YouTube!⁠ [https://www.youtube.com/@UnAccountable_Podcast] 🎧 For more accounting podcast entertainment, news, and tips, ⁠subscribe to UnAccountable⁠ [https://open.spotify.com/show/4HRWi6kfw9NPMJMXf9c77Z].  ⭐ Enjoying the show? Leave us your best backhanded 5-star review on ⁠Apple Podcasts⁠ [https://podcasts.apple.com/us/podcast/unaccountable/id1700768467], ⁠Podchaser⁠ [https://www.podchaser.com/podcasts/unaccountable-5441795], ⁠Amazon Music⁠ [https://music.amazon.com/podcasts/31b14d10-6ceb-40cd-b094-51e66ac7cc64/unaccountable], or wherever you listen, and we’ll read your review on air! 👥 Find us at ⁠Unaccountable.co⁠ [http://unaccountable.co], on ⁠LinkedIn⁠ [https://www.linkedin.com/company/unaccountable], and join our ⁠Facebook group⁠ [https://www.facebook.com/groups/unaccountable]. Let us know what you want to hear us talk about! 🎓 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark. ⁠Access our QAS Self-Study courses here.⁠ [https://www.earmark.app/channels/a8a2ddd7-ee27-4154-8813-b401d924ddfe] _________________________________________ 🌱 Want to grow your bookkeeping business?⁠ ⁠Keepful⁠⁠ [https://sk293.isrefer.com/go/KFHP/UP54/] automates your marketing so that you can focus on bookkeeping.⁠ ⁠Discover the solution tailor-made for bookkeepers who'd rather crunch numbers than run campaigns.  [https://sk293.isrefer.com/go/KFHP/UP54/] 🏢 Ready to start your own firm? Build your very own 100% virtual bookkeeping business from scratch at Bookkeepers.com [https://sk293.isrefer.com/go/BLIO/UP54/]! Courses help you learn 21st Century bookkeeping skills, master marketing techniques that work, and develop systems that allow you to get your business up and PROFITABLE…fast! Already a bookkeeping firm owner? Get ready to grow, scale, optimize, and transform your business into a bookkeeping powerhouse! Get started at Bookkeepers.com today!  [https://sk293.isrefer.com/go/BLIO/UP54/]

Ep. 76: It’s Accrual World, U-F.A.T., and Firm Growth with Dr. Rachel Anevski!

Welcome back to UnAccountable! It’s episode 76, and our special guest has us looking inside ourselves to grow (much needed). Your ever-evolving hosts are: Tyler “Tyler S Preston Esq.” Otto from Specialized Accounting [https://www.specializedat.com/], focusing on medium to large businesses in the glamorous hospitality, marina, and service industries. Jeremy "Jeremy Theodore Logan” Van Groll from Nonprofit Bookkeeping [https://www.nonprofitbookkeeping.com/], a champion for nonprofits with his accounting expertise. Plus, we have a special guest, Dr. Rachel Anevski, Founder and CEO of Matters of Management [http://www.mattersofmanagement.com/], a firm of business matchmakers and productivity junkies who understand that growth strategy has a direct correlation to an organization's brand ambassadors (the people). She brings a wealth of expertise on people and psychology. In Da News, we are giving a debrief on GrowCon, including some of our favorite moments. In Fast Figures, Rachel is in the hot seat on trivia questions with numerical answers. It’s Halftime, and we want YOU to come join us for UFAT! No, it’s not when you consume too many Oreos over spreadsheets, it's our fortnightly trivia series with awesome prizes (thanks Double!). Click here for more info! [https://www.facebook.com/groups/unaccountable]Starting May 22nd at 12:00 pm MT / 2:00 pm ET To Accrue or Not To Accrue… that is the question that Tyler must answer. In these scenarios, should a competent accountant accrue? Loser of the Week: Us Winner of the Week: Drake, TaxDome, Quickbooks, and ADP [https://www.cpapracticeadvisor.com/2026/05/11/2026-readers-choice-awards-spotlight-the-best-accounting-tax-small-business-tech/182723/] 📣 This episode is sponsored by Double! 🚀 Double just leveled up your workflow game: their MCP rollout is live, and it's the accountant-friendly hub you've been waiting for! Tired of app-juggling chaos? Double connects your entire stack into one AI-powered command center. Mark tasks off in natural language, pull client data without tab-switching, and let Claude, Co-pilot, or any MCP-compatible AI agent handle the grunt work securely. Double your productivity today and get 20% off your first 3 months with code 𝘂𝗻𝗽𝗼𝗱 at doublehq.com [http://doublehq.com]! https://www.unaccountable.co/double [https://www.unaccountable.co/double] ____________________________________________ 🆓 Love free stuff? So do we! ⁠Subscribe to our channel and watch for $0 on YouTube!⁠ [https://www.youtube.com/@UnAccountable_Podcast] 🎧 For more accounting podcast entertainment, news, and tips, ⁠subscribe to UnAccountable⁠ [https://open.spotify.com/show/4HRWi6kfw9NPMJMXf9c77Z].  ⭐ Enjoying the show? Leave us your best backhanded 5-star review on ⁠Apple Podcasts⁠ [https://podcasts.apple.com/us/podcast/unaccountable/id1700768467], ⁠Podchaser⁠ [https://www.podchaser.com/podcasts/unaccountable-5441795], ⁠Amazon Music⁠ [https://music.amazon.com/podcasts/31b14d10-6ceb-40cd-b094-51e66ac7cc64/unaccountable], or wherever you listen, and we’ll read your review on air! 👥 Find us at ⁠Unaccountable.co⁠ [http://unaccountable.co], on ⁠LinkedIn⁠ [https://www.linkedin.com/company/unaccountable], and join our ⁠Facebook group⁠ [https://www.facebook.com/groups/unaccountable]. Let us know what you want to hear us talk about! 🎓 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark. ⁠Access our QAS Self-Study courses here.⁠ [https://www.earmark.app/channels/a8a2ddd7-ee27-4154-8813-b401d924ddfe] ____________________________________ 🌱 Want to grow your bookkeeping business?⁠ ⁠Keepful⁠⁠ [https://sk293.isrefer.com/go/KFHP/UP54/] automates your marketing so that you can focus on bookkeeping.⁠ ⁠Discover the solution tailor-made for bookkeepers who'd rather crunch numbers than run campaigns.  [https://sk293.isrefer.com/go/KFHP/UP54/] 🏢 Ready to start your own firm? Build your very own 100% virtual bookkeeping business from scratch at Bookkeepers.com [https://sk293.isrefer.com/go/BLIO/UP54/]! Courses help you learn 21st Century bookkeeping skills, master marketing techniques that work, and develop systems that allow you to get your business up and PROFITABLE…fast! Already a bookkeeping firm owner? Get ready to grow, scale, optimize, and transform your business into a bookkeeping powerhouse! Get started at Bookkeepers.com today! [https://sk293.isrefer.com/go/BLIO/UP54/]

Ep. 75: What Mama Said ‘Bout Accounting, Conference Season Primer, and That’s Pretty Neeto!

It’s UnAccountable episode 75 and we’ve got our tin hats on this week! Covering everything from furries, flat earth, weed, moms, and of course, accounting.  Your hosts are: Tyler “Roadshow Warrior” Otto from Specialized Accounting [https://www.specializedat.com/], focusing on medium to large businesses in the glamorous hospitality, marina, and service industries. Jeremy "Fantastic Firm Owner” Van Groll from Nonprofit Bookkeeping [https://www.nonprofitbookkeeping.com/], a champion for nonprofits with his accounting expertise. In Da News, 990s are a-changing [https://www.accountingtoday.com/news/irs-to-revamp-form-990-to-require-more-info-from-charities], Gusto releases their Karbon integration, Ted Callahan leaves Intuit,  and Ping and Anchor are working together [https://www.linkedin.com/posts/camden-bean_as-of-today-ping-is-generating-revenue-for-ugcPost-7452014269740630016-yKtF/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAlFWZABtJ78EIR0r-OZDep7oV9R4kXctw4]. Mama Said.. that it's time to play some trivia related to moms! A shout out to Mother’s Day and our two fans! On App Snack, affordable software? That sounds Neeto [https://www.neeto.com/]! We’re taking a bite out of this bushel of apps. In Fast Figures, Tyler quizzes Jeremy on trivia questions with numerical answers. This time with a conference twist! Including Randy Crabtree [https://open.spotify.com/episode/73ZaYFVpCnPbfMhutyUyVW?si=01854fd92d854415]’s, the Bigfoot Conference [https://gatherupevents.com/smoky-mountain-bigfoot-conference/], and more. Loser of the Week: Ilhan Omar [https://www.fox9.com/news/ilhan-omar-cites-accounting-error-multimillion-dollar-disclosure-revision] Winner of the Week: Mary Jane [https://www.pbs.org/newshour/show/what-marijuanas-reclassification-means-for-public-health-and-businesses] 📣 This episode is sponsored by Double! 🚀 Double just leveled up your workflow game: their MCP rollout is live, and it's the accountant-friendly hub you've been waiting for! Tired of app-juggling chaos? Double connects your entire stack into one AI-powered command center. Mark tasks off in natural language, pull client data without tab-switching, and let Claude, Co-pilot, or any MCP-compatible AI agent handle the grunt work securely. Double your productivity today and get 20% off your first 3 months with code 𝘂𝗻𝗽𝗼𝗱 at doublehq.com! https://www.unaccountable.co/double [https://www.unaccountable.co/double] ________________________________ 🆓 Love free stuff? So do we! ⁠Subscribe to our channel and watch for $0 on YouTube!⁠ [https://www.youtube.com/@UnAccountable_Podcast] 🎧 For more accounting podcast entertainment, news, and tips, ⁠subscribe to UnAccountable⁠ [https://open.spotify.com/show/4HRWi6kfw9NPMJMXf9c77Z].  ⭐ Enjoying the show? Leave us your best backhanded 5-star review on ⁠Apple Podcasts⁠ [https://podcasts.apple.com/us/podcast/unaccountable/id1700768467], ⁠Podchaser⁠ [https://www.podchaser.com/podcasts/unaccountable-5441795], ⁠Amazon Music⁠ [https://music.amazon.com/podcasts/31b14d10-6ceb-40cd-b094-51e66ac7cc64/unaccountable], or wherever you listen, and we’ll read your review on air! 👥 Find us at ⁠Unaccountable.co⁠ [http://unaccountable.co], on ⁠LinkedIn⁠ [https://www.linkedin.com/company/unaccountable], and join our ⁠Facebook group⁠ [https://www.facebook.com/groups/unaccountable]. Let us know what you want to hear us talk about! 🎓 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark. ⁠Access our QAS Self-Study courses here.⁠ [https://www.earmark.app/channels/a8a2ddd7-ee27-4154-8813-b401d924ddfe] ______________________________ 🌱 Want to grow your bookkeeping business?⁠ ⁠Keepful⁠⁠ [https://sk293.isrefer.com/go/KFHP/UP54/] automates your marketing so that you can focus on bookkeeping.⁠ ⁠Discover the solution tailor-made for bookkeepers who'd rather crunch numbers than run campaigns.  [https://sk293.isrefer.com/go/KFHP/UP54/] 🏢 Ready to start your own firm? Build your very own 100% virtual bookkeeping business from scratch at Bookkeepers.com [https://sk293.isrefer.com/go/BLIO/UP54/]! Courses help you learn 21st Century bookkeeping skills, master marketing techniques that work, and develop systems that allow you to get your business up and PROFITABLE…fast! Already a bookkeeping firm owner? Get ready to grow, scale, optimize, and transform your business into a bookkeeping powerhouse! Get started at Bookkeepers.com today! [https://sk293.isrefer.com/go/BLIO/UP54/]

Ep. 74: How To Audit Your Mind, an AI Mashup, and Kick.co!

Did you survive tax day? Thankfully, we did (barely)! It’s UnAccountable episode 74, and your hosts are still here: Tyler “Worn Out Wonder Boy” Otto from Specialized Accounting [https://www.specializedat.com/], focusing on medium to large businesses in the glamorous hospitality, marina, and service industries. Jeremy "Well Aged Warrior” Van Groll from Nonprofit Bookkeeping [https://www.nonprofitbookkeeping.com/], a champion for nonprofits with his accounting expertise. In Da News, we are discussing what ultimately made the IRS tip list [https://www.accountingtoday.com/news/irs-finalizes-list-of-occupations-entitled-to-tip-deduction?utm_campaign=NL_ACT_Daily_Briefing_04132026&position=2&utm_source=newsletter&utm_medium=email&campaignname=NL_ACT_Daily_Briefing_04132026&oly_enc_id=1805H2454478H5F]. It’s a Mindset Audit, where we are talking about our headspace as business owners using auditing terms. On Accounting MashUp, we’re combining AI and pop culture references. In Fast Figures, Jeremy quizzes Tyler - is he booksmart enough to answer these trivia questions with numerical answers? On App Snack, we are taking a swing at Kick.co [http://kick.co]. This app autocategorizes your books. Loser of the Week: The “Unbanked” [https://www.accountingtoday.com/news/irs-warns-tax-preparers-of-misappropriating-refunds] Winner of the Week: Gen Z Accountants [https://fortune.com/2026/04/05/gen-z-college-graduates-saving-accounting-six-figure-entry-level-jobs-tax-season/] .................................................................. 🆓 Love free stuff? So do we! ⁠Subscribe to our channel and watch for $0 on YouTube!⁠ [https://www.youtube.com/@UnAccountable_Podcast] 🎧 For more accounting podcast entertainment, news, and tips, ⁠subscribe to UnAccountable⁠ [https://open.spotify.com/show/4HRWi6kfw9NPMJMXf9c77Z].  ⭐ Enjoying the show? Leave us your best backhanded 5-star review on ⁠Apple Podcasts⁠ [https://podcasts.apple.com/us/podcast/unaccountable/id1700768467], ⁠Podchaser⁠ [https://www.podchaser.com/podcasts/unaccountable-5441795], ⁠Amazon Music⁠ [https://music.amazon.com/podcasts/31b14d10-6ceb-40cd-b094-51e66ac7cc64/unaccountable], or wherever you listen, and we’ll read your review on air! 👥 Find us at ⁠Unaccountable.co⁠ [http://unaccountable.co], on ⁠LinkedIn⁠ [https://www.linkedin.com/company/unaccountable], and join our ⁠Facebook group⁠ [https://www.facebook.com/groups/unaccountable]. Let us know what you want to hear us talk about! 🎓 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark. ⁠Access our QAS Self-Study courses here.⁠ [https://www.earmark.app/channels/a8a2ddd7-ee27-4154-8813-b401d924ddfe] _______________________________________ 🌱 Want to grow your bookkeeping business?⁠ ⁠Keepful⁠⁠ [https://sk293.isrefer.com/go/KFHP/UP54/] automates your marketing so that you can focus on bookkeeping.⁠ ⁠Discover the solution tailor-made for bookkeepers who'd rather crunch numbers than run campaigns.  [https://sk293.isrefer.com/go/KFHP/UP54/] 🏢 Ready to start your own firm? Build your very own 100% virtual bookkeeping business from scratch at Bookkeepers.com [https://sk293.isrefer.com/go/BLIO/UP54/]! Courses help you learn 21st Century bookkeeping skills, master marketing techniques that work, and develop systems that allow you to get your business up and PROFITABLE…fast! Already a bookkeeping firm owner? Get ready to grow, scale, optimize, and transform your business into a bookkeeping powerhouse! Get started at Bookkeepers.com today! [https://sk293.isrefer.com/go/BLIO/UP54/]

Ep. 73: Xero and Claude Are Shacking Up, Loom Baits-and-Switches, and Jetpack Workflow!

We got innovations, price hikes, and David Cristello! Welcome to UnAccountable episode 73! As always, your hosts are: Tyler “Journal Entry Jester” Otto from Specialized Accounting [https://www.specializedat.com/], focusing on medium to large businesses in the glamorous hospitality, marina, and service industries. Jeremy "Credit Memo Cohost” Van Groll from Nonprofit Bookkeeping [https://www.nonprofitbookkeeping.com/], a champion for nonprofits with his accounting expertise. We are joined by a special guest, David Cristello, CEO of Jetpack Workflow [https://jetpackworkflow.com/], a software for accounting and bookkeeping firms, and co-founder of Actually Finance [https://actuallyfi.com/], a platform for nonprofit financial management. He is also the producer and host of the popular podcast series, “Growing Your Firm [https://jetpackworkflow.com/growing-your-firm-podcast/]”. In Da News, Claude and Xero team up [https://www.xero.com/us/media-releases/xero-and-anthropic-collaborate/], and Loom and Ramp increase their prices. In Fast Figures, Tyler and Jeremy have David in the hot seat for trivia questions with numerical answers. Also, Happy Unicorn Day to those who celebrate. On App Snack, we are taking off with Jetpack Workflow [https://jetpackworkflow.com/]! Hear from the founder and CEO about what makes this software special. FraudTalks and thus money walks, Tyler quizzes Jeremy on accounting-related scams. Lapping, Channel Stuffing, and Buddy Punching … this is an accounting show right? Loser of the Week: Richard Hatch [https://www.accountingtoday.com/news/survivor-winner-richard-hatch-owes-3-3m-in-taxes] Winner of the Week: Tyler!  _____________________________ 🆓 Love free stuff? So do we! ⁠Subscribe to our channel and watch for $0 on YouTube!⁠ [https://www.youtube.com/@UnAccountable_Podcast] 🎧 For more accounting podcast entertainment, news, and tips, ⁠subscribe to UnAccountable⁠ [https://open.spotify.com/show/4HRWi6kfw9NPMJMXf9c77Z].  ⭐ Enjoying the show? Leave us your best backhanded 5-star review on ⁠Apple Podcasts⁠ [https://podcasts.apple.com/us/podcast/unaccountable/id1700768467], ⁠Podchaser⁠ [https://www.podchaser.com/podcasts/unaccountable-5441795], ⁠Amazon Music⁠ [https://music.amazon.com/podcasts/31b14d10-6ceb-40cd-b094-51e66ac7cc64/unaccountable], or wherever you listen, and we’ll read your review on air! 👥 Find us at ⁠Unaccountable.co⁠ [http://unaccountable.co], on ⁠LinkedIn⁠ [https://www.linkedin.com/company/unaccountable], and join our ⁠Facebook group⁠ [https://www.facebook.com/groups/unaccountable]. Let us know what you want to hear us talk about! 🎓 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark. ⁠Access our QAS Self-Study courses here.⁠ [https://www.earmark.app/channels/a8a2ddd7-ee27-4154-8813-b401d924ddfe] _________________________________ 🌱 Want to grow your bookkeeping business?⁠ ⁠Keepful⁠⁠ [https://sk293.isrefer.com/go/KFHP/UP54/] automates your marketing so that you can focus on bookkeeping.⁠ ⁠Discover the solution tailor-made for bookkeepers who'd rather crunch numbers than run campaigns.  [https://sk293.isrefer.com/go/KFHP/UP54/] 🏢 Ready to start your own firm? Build your very own 100% virtual bookkeeping business from scratch at Bookkeepers.com [https://sk293.isrefer.com/go/BLIO/UP54/]! Courses help you learn 21st Century bookkeeping skills, master marketing techniques that work, and develop systems that allow you to get your business up and PROFITABLE…fast! Already a bookkeeping firm owner? Get ready to grow, scale, optimize, and transform your business into a bookkeeping powerhouse! Get started at Bookkeepers.com today! [https://sk293.isrefer.com/go/BLIO/UP54/]