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On The Books

Intuit
Artificial Intelligence
Intuit
Quickbooks
Mergers and Acquisitions
Accounting
Intuit Accountant Suite
Mental Health
Change Management
Intuit For Education
Private Equity
United States
Canada
Leadership
Nimbl
Technology Change Management
CAS
Working Families Tax Cut
Intuit Intelligence
Technology
United Kingdom

On the Books is a podcast for the accounting community presented by Intuit. In each episode, we’ll explore topics that are shaping the world of accounting— and your career within it. We’re going beyond software and product features. We’re delving into the trends and changes reshaping the accounting landscape. Whether you’re a seasoned professional, a new entry to the field, or a student learning m... more

PublishesTwice monthlyEpisodes42Founded2 years ago
Number of ListenersCategory
Business

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Artwork for On The Books

Latest Episodes

In this episode of On the Books, host Jessica McCracken sits down with Jaclyn Anku, Principle Program Manager of the ProAdviser Program at Intuit, to discuss a massive transition coming to the program. Starting in early 2027, Intuit will sunset the 3... more

In this episode of On the Books, host Jessica McCracken welcomes Ryan Handel, the founder and CEO of FIXE, an accounting firm specifically engineered to serve the unique needs of the restaurant industry. Ryan shares his personal journey from opening ... more

In episode 21, Chris Willams, CEO of System Six summarized the key focus areas of any merger or acquisition as “get the keys to the technology and focus on the people.”

Practically, what is entailed in‌ getting the keys to the technology?

Erin Hut... more

In this episode of On the Books, hosts Jessica McCracken and Tom Menzies sit down with Simon Worsfold, head of data communications at Intuit QuickBooks, to break down the findings of the 2026 Intuit AI Impact Report.

This comprehensive study, which ... more

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Recent Guests

Ryan Handel
Founder and CEO of FIXE
FIXE
Episode: Flipping the Script on Restaurant Accounting with Ryan Handel of Fixe
Simon Worsfold
Leader on Global Business Solutions and Comms at Intuit
Intuit
Episode: The 2026 Intuit AI Impact Report: Insights from 5.3 Million Businesses
Alastair Simpson
Vice President of Design for the QuickBooks ecosystem
Intuit/QuickBooks
Episode: Why things change in QuickBooks
Kane Polakoff
Partner and CAS practice leader at CohnReznick; ITA collaborator
CohnReznick; Information Technology Alliance (ITA)
Episode: Firm leaders discuss mental health in accounting
Jen Alleva
CEO of Your Part-Time Controller
Your Part-Time Controller
Episode: Firm leaders discuss mental health in accounting
Randy Crabtree
Co-founder and partner at Tri-Merit Specialty Tax; host of The Unique CPA podcast and Bridging The Gap Conference
Tri-Merit Specialty Tax
Episode: Vulnerability, Mental Health, and the Evolving Culture of Accounting
Dave Olsen
Founder of Nimbl
Nimbl
Episode: Building trust and scaling with intention in an AI world
Katie Rosenberg
Leads marketing for Intuit for Education
Intuit for Education
Episode: Upskilling 1 million accountants in the next five years
Lynn Ludeke
Leader in education with focus on higher ed and ed tech
Intuit for Education
Episode: Upskilling 1 million accountants in the next five years

Hosts

Jessica McCracken
Host of On The Books; frequent collaborator with Intuit; focuses on product strategy, education initiatives, and practitioner insights.
Ted Callahan
Host of On The Books; leads conversations on AI, change management, and practitioner-focused innovation.

Reviews

5.0 out of 5 stars from 5 ratings
  • Awesome podcast + Great Product + Even Better Hosts (Ted+Jessica changing the world)

    Ted & Jessica are the best! I’m so excited for this podcast! I love learning from both of them. Ted has been such an awesome voice of hope and reason to the accounting profession through a couple years of change and disruption in the industry. I can’t think of any better folks than Ted & Jessica to be on the frontlines to communicate to accountants, bookkeepers, & tax pros about the work that Intuit is doing for the profession to power prosperity around the world.

    Apple Podcasts
    5
    Caleb Jenkins
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests and hosts are described as knowledgeable and engaging, with a focus on real-world applicability rather than fluff.
Listeners appreciate the hosts' clear expertise in accounting and tech, and their ability to translate complex changes into practical guidance.
The show is noted for candid discussions on AI, change management, and workforce development in accounting.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Navigating the AI Frontier: Chad Davis on Transforming Accounting
Q: What are the changes in accounting due to AI over the next five years?
Chad acknowledges that predicting exact changes is difficult, but emphasizes a shift toward integrating AI responsibly within existing workflows, focusing on outcomes, risk management, and preserving the human role in advisory work; the emphasis is on enabling accounting teams to serve more clients efficiently while maintaining trust and quality.
What is an AI Accounting Agent?
Q: What does this accounting agent do, in practical terms?
It acts as a virtual executive—the 'virtual C-suite'—that can post transactions, suggest classifications, gather missing data through questionnaires, and collaborate with clients to finish the bookkeeping more efficiently, with a path toward auto-posting and a controlled, explainable workflow.
Chris Williams on the human side of M&A
Q: What lessons have you learned about culture integration post-merger?
Culture should be preserved and demonstrated through onboarding and consistent policies; you don't need to radically overhaul culture—if two cultures align, you can absorb rather than merge them.
Chris Williams on the human side of M&A
Q: How do you manage change and communication with staff during a merger?
Tell key stakeholders early, involve the seller in communicating with their team, use an FAQ, and avoid overpromising; adopt a thoughtful, phased approach to updates and assurances.
Chris Williams on the human side of M&A
Q: What is the first thing someone should think about when considering M&A in an accounting firm?
Figure out what you are solving for and the type of transaction that aligns with those objectives, whether it's about brand, niche, or people, and then choose a partner and structure accordingly.

Audience Metrics

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Frequently Asked Questions About On The Books

What is On The Books about and what kind of topics does it cover?

A practitioner-focused show exploring how technology, AI, and leadership reshape the accounting profession. Episodes frequently feature founders, product leaders, firm partners, and educators who discuss practical implications of AI-enabled tools, change management during mergers or platform transitions, and workforce development. The tone is practitioner-oriented, with real-world use cases, strategic guidance for firms, and a strong emphasis on education and advisory services. Notable strengths include hosting collaboration with Intuit leaders, deep dives into product strategy and education initiatives, and candid conversations about culture, burnout, and change management in the profession. This mix makes it valuable for listeners conside... more

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Which podcasts are similar to On The Books?

These podcasts share a similar audience with On The Books:

1. The Accounting Podcast
2. Jason On Firms Podcast
3. Unofficial QuickBooks Accountants Podcast
4. Marketplace
5. Invest Like the Best with Patrick O'Shaughnessy

How many episodes of On The Books are there?

On The Books launched 2 years ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on On The Books?

Recent guests on On The Books include:

1. Ryan Handel
2. Simon Worsfold
3. Alastair Simpson
4. Kane Polakoff
5. Jen Alleva
6. Randy Crabtree
7. Dave Olsen
8. Katie Rosenberg

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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