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Upcoming TRAINING

The Accounting Life Cycle

Join Mariette Martinez and Alicia Katz Pollock for a guided, five-week accounting and financial literacy experience designed to help bookkeepers connect the dots between everyday bookkeeping, financial reporting, client communication, and year-end readiness.

The ProPartner Paradox – Podcast

Episode 150 | The ProPartner Paradox | Royalwise

Table of Contents

Podcast Episode Overview

Alicia and returning guest Margie Remmers-Davis unpack the ProAdvisor program’s transformation into ProPartner, from the Intuit Connect stage mishap that sparked panic to what the new tiers, three-year revenue share, and Career Pipeline Program actually mean for practitioners. They also dig into why the name change hits differently after a decade of Intuit pushing bookkeepers toward advisory work, and share fresh details on expanded ProAdvisor support hours that didn’t make it into last week’s episode.

Creators & Guests

  • Host – Alicia Katz Pollock, MAT
  • Guest – Margie Remmers-Davis

Sponsors

Intuit Accountants – http://uqb.promo/intuit
Pilot – http://uqb.promo/pilot

Podcast Highlights

(00:00) – Welcome Back Catch Up
(01:15) – ProPartner Paradox Setup
(05:24) – Why The Name Change
(08:43) – Pricing Shock Story
(15:26) – Partner Means Affiliate
(22:10) – Badges Vs Benefits
(25:45) – Directory Leads Changes
(27:32) – Spam Kills Lead Form
(29:15) – Directory Future Changes
(31:06) – Tier Requirements Debate
(33:50) – Better Client Matching
(34:57) – Fall Points Preview
(35:45) – Certification Season Timing
(38:17) – New Tier Benefits
(41:50) – Expanded Support Hours
(44:36) – Closing Thanks Intuit
(46:25) – CAS Academy Update
(50:18) – Alicia Fall Training Plans
(51:31) – Final Wrap Up

Links

New QBO Support Hours: https://www.firmofthefuture.com/product-update/june-2026-mpu/
The new ProPartner Program: https://www.firmofthefuture.com/propartner/introducing-intuit-propartner-accountants-program/

HANDS-ON QUICKBOOKS TRAINING COURSE, http://royl.ws/HOT2026?affiliate=5393907

CAS Academy https://goakadian.com/cas-academy

We want to hear from you!

Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQBOPodcast

Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding

 

This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.

Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
Picture of Alicia Katz Pollock
Alicia Katz Pollock
Recently named the 2026 Top ProAdvisor Educator by Insightful Accountant, Alicia is a nationally recognized QuickBooks Online expert with a Master’s in Teaching and decades of business consulting experience. Known for her patience, commitment, and approachable teaching style, she makes QuickBooks easier to understand for small business owners and accounting professionals alike, helping them build the skills they need to manage their finances with clarity and ease.
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