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On The Books

Intuit
Intuit
Artificial Intelligence
Intuit Accountant Suite
Quickbooks
Mergers and Acquisitions
Accounting
Client Advisory Services
Mental Health
Change Management
Intuit For Education
Private Equity
Intuit Connect
Intuit Connect 2026
United States
Canada
Leadership
Nimbl
Technology Change Management
Cas
Working Families Tax Cut

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 monthlyEpisodes52Founded2 years ago
Number of ListenersCategory
Business

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Latest Episodes

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 retur... more

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, ope... more

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 Cl... more

Chris Ortega has spent more than 20 years in accounting, finance, FP&A, and CFO leadership, including guiding a $150 million, 2,700 person company through an acquisition by SAP. Five years ago he founded Fresh FP&A, a fractional CFO and advisory firm... more

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Recent Guests

Kim Blascoe
Leads Client Advisory Services and Advisory Professional Services at CPA.com, with about 30 years in public accounting
CPA.com
Episode: Curiosity is an Accountant’s Superpower
Matthew May
Managing Partner at Sorren; former president at Acuity
Sorren
Episode: Four Hundred Realms: One firm’s year-long journey from QB Desktop to QBO
Chris Ortega
CEO of Fresh FP&A
Fresh FP&A
Episode: Strategic narrative and the future of the CFO
Janelle Fox
Change management expert on Intuit Professional Services
Intuit
Episode: Tips and tricks for making the move to Intuit Accountant Suite
Ryall Fox
Program Manager, Professional Services at Intuit
Intuit
Episode: Tips and tricks for making the move to Intuit Accountant Suite
Elliott Bastien Morin
Founder and Creative Director of Three Motion, a creative agency focused on video, brand, and storytelling
Three Motion
Episode: Narrative Archeology: How to Dig Out Your Firm's Story
Jamelan Brown
Led the 2026 Accountant Technology Survey
Intuit QuickBooks (data/Research)
Episode: Trust is the New Competitive Advantage: The 2026 Accountant Technology Report
Ashley Still
General Manager of the Small Business and Mid-Market Group at Intuit
Intuit
Episode: Q&A with Intuit Leaders
Travis Walker
Chief Sales Officer at Intuit
Intuit
Episode: Q&A with Intuit Leaders

Hosts

Jessica McCracken
Host of On The Books; Intuit
Ted Callahan
Host of On The Books

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.

Hosts are knowledgeable and approachable, making complex topics accessible.
The show blends leadership, culture, and technical topics in a way that feels actionable.
Listeners appreciate focus on AI, education, and practitioner-centered topics.
Guests bring practical, real-world experience to accounting challenges.
Content helps listeners connect strategy with day-to-day workflows and client value.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Curiosity is an Accountant’s Superpower
Q: How do you think about those surface insights as a jumping off point?
Blascoe says AI can quickly identify trends, anomalies, and changes in patterns, but those findings should start rather than end a conversation. Accountants can follow up by asking what caused the change, whether it is temporary, and what it means for the business.
Curiosity is an Accountant’s Superpower
Q: What is a good question and what is a bad question?
Blascoe recommends open-ended, neutral questions that let clients explain their situation, rather than closed or leading questions that imply a preferred answer. For example, ask where delays occur instead of whether automating approvals would help.
Four Hundred Realms: One firm’s year-long journey from QB Desktop to QBO
Q: Matthew, welcome to On The Books. Tell us a little about you, your firm, and how you got here.
Matthew describes his evolution from founding Acuity to merging into Sorren, growing through multiple acquisitions, and leading the CAS practice within a larger, PE-backed conglomerate; the discussion then pivots to the migration strategy and the role of data organization and AI in enabling cloud adoption.
Tips and tricks for making the move to Intuit Accountant Suite
Q: What are the key date and pricing considerations firms should know?
Sunsetting is rolling with some December 1 switch-back windows, and by January 20 Accelerate features will be charged at 149 dollars per console, with Core remaining free.
Tips and tricks for making the move to Intuit Accountant Suite
Q: Is there a migration involved, or is this a simple switch?
There is not a migration project; switching is a simple toggle on, with a new console underneath but no required migration work for the firm beyond change management.

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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-oriented show that examines how technology, storytelling, and leadership transform accounting firms and the broader profession. Episodes frequently explore AI adoption, product strategy for accounting ecosystems, change management during mergers or software transitions, and practical frameworks for measurement, education, and advisory services. Guests range from Intuit leaders to independent firm owners and technology specialists, offering actionable guidance on governance, data integrity, client experience, and workforce development. A notable throughline is turning complex data and strategic initiatives into repeatable workflows and tangible client value, making it helpful for listeners considering firm growth, digital mode... more

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Which podcasts are similar to On The Books?

These podcasts share a similar audience with On The Books:

1. Unofficial QuickBooks Accountants Podcast
2. Up First from NPR
3. Accounting Firm Coach: Office Hours
4. The Accounting Podcast
5. Apple News Today

How many episodes of On The Books are there?

On The Books launched 2 years ago and published 52 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. Kim Blascoe
2. Matthew May
3. Chris Ortega
4. Janelle Fox
5. Ryall Fox
6. Elliott Bastien Morin
7. Jamelan Brown
8. Ashley Still

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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