HeyJaredOn The Books
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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Strategic narrative and the future of the CFO (opens the original)
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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 for small and mid sized businesses. In this conversation with Jessica, Chris breaks down why the CFO role has shifted from scorekeeper to strategic partner, how to turn financial data into a story people actually care about, and why trust and emotio
The Receipts Episode: Checking In on Intuit's Promises to Accountants (opens the original)
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Tailor Hartman, Founder and CEO of Celerity Accounting flips the script this episode, stepping into the host chair to interview Intuit's Simon Williams and Jessica McCracken about where the accounting profession is headed and how Intuit is responding to industry needs. The conversation covers the shift from compliance to advisory work, the pain points accountants are feeling around trust, overdigitization, and control, and a candid look back at the promises Intuit made over the past year. The ep
Tips and tricks for making the move to Intuit Accountant Suite (opens the original)
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QuickBooks Online Accountant is sunsetting, and Intuit Accountant Suite is the new home for managing your firm and clients. In this episode, Janelle Fox and Ryall Fox from Intuit's Professional Services team join Jessica to bust the biggest myths about the switch: there's no data migration, no major project plan, and no client-facing disruption. They cover what's actually changing under the hood, the timeline for the rolling move to Accountant Suite (with the ability to switch back through Decem
Narrative Archeology: How to Dig Out Your Firm's Story (opens the original)
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Most firms think their story is a tagline on the website. Elliott Bastien Morin thinks the story is already there, buried, waiting to be excavated. In this episode, Jessica McCracken flips the mic on a longtime friend of the show (Elliott has been part of the production team since On the Books launched almost two years ago) to talk about the craft of firm storytelling.Elliott walks through his Narrative Archeology workshop, the difference between a bumper-sticker tagline and a narrative that act
Trust is the New Competitive Advantage: The 2026 Accountant Technology Report (opens the original)
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In this episode of On the Books, host Jessica McCracken welcomes Jamelan Brown from the Quickbooks Data Communications team to dive into the key findings of Intuit's 2026 Accountant Technology Survey Report. Drawing on insights from over 700 accounting practitioners, the conversation explores the shifting relationship between accountants and technology, highlighted by the growing trend of tech stack fragmentation. The episode also tackles the evolving landscape of Artificial Intelligence in the
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