Intuit Connect is almost here (Oct. 26-28 in Las Vegas), and hosts Amanda Thompson and Jessica walk through how to get the most out of the week. They cover the new Intuit Presents roadmap sessions, the expanded booth and theater experience, the return of Brain Dates, and the main stage lineup. They also share a few Vegas food tips. Not making the trip? Tune in as Amanda and Jessica let you know how you can watch the main stage sessions live from your home or office. On the Books is taking a short break after Connect. There won’t be an episode in early November. The show returns later in November. For full show notes, visit firmofthefuture.com

In this episode of On the Books, host Jessica McCracken welcomes Kim Blascoe, Lead of Client Advisory Services (CAS) and Advisory Professional Services at CPA.com. Together, they explore the power of curiosity in accounting and how asking better, open-ended questions can elevate technical accountants into trusted advisors. Kim shares her practical, three-stage question framework, offers tips for coaching team members to think differently, and explains how leveraging AI-driven insights can serve as the ultimate launching pad for deeper client conversations. For full show notes, visit firmofthefuture.com

In this episode of On the Books, host Jessica McCracken welcomes Matthew May, known online as the tech CPA and now head of the client advisory services (CAS) at Sorren to talk about his firm’s year-long journey to move entrenched QuickBook Desktop Clients to QuickBooks Online. Matthew shares the real story behind scaling a firm through rapid M&A, hunting down QuickBooks Desktop files scattered across dozens of systems, consolidating more than 400 realms, and building a client migration plan ahead of the QuickBooks Desktop sunset. He also gets candid about his unglamorous approach to AI, why he treats technology providers as partners instead of vendors, and how his firm learned to simplify big technology decisions for overwhelmed clients. For full show notes, visit firmofthefuture.com