QB Power Hour Podcast

Books to Books: From Best Seller to Balance Sheet

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If you're looking for a way to transition to Advisory services, but not sure how to go about it, you will want to attend this webinar. Bryan Perdue from Autymate has created a platform that combines inputs from multiple sources, applies strategies from over 250 business best sellers, and creates an action plan that you can guide your clients through to drive results. Filling in for Matthew while he is away is the always entertaining Sharrin Fuller!

Learn More about Autymate here:https://snip.ly/QBPHAUTY

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Dan DeLong and Matthew Fulton who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Earn CPE through Earmark: https://bit.ly/QBPHCPE

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

Register for upcoming webinars at https://www.qbpowerhour.com/

00:00 Introduction and Event Kickoff
00:52 Meet the Hosts and Guest Speaker
03:20 Overview of Today's Agenda
04:40 Poll Question and Intuit News
06:11 The Role of AI in Accounting
17:21 Challenges and Opportunities in the Accounting Industry
33:01 Automate: A Solution for Accountants
37:59 Introduction to the Exciting New Platform
38:07 Incorporating Bestselling Books into Business Strategies
38:26 The Five Pillars of Business and AI Integration
39:05 Simplifying Business Management with AI
39:25 Free Gift and Upcoming Features
40:54 Connecting to Multiple Systems
41:24 Creating a Single Pane of Glass for Clients
42:19 Expanding Advisory Services Beyond Financials
44:13 Interactive Tutorials and Dashboard Overview
50:55 Creating and Assigning Strategies
51:45 Gamification and Client Accountability
01:02:49 Pricing and Value Proposition
01:06:08 Final Thoughts and Next Steps

Dan DeLong:

Welcome everyone to our last of the of 2025 QB Power Hour. This one is all about books to books and we'll be talking about how to do some advisory from, w with with business strategies in a platform. We have Bryan joining us from ATE to talk about how that is happening, and I'm really excited that he's joining us and ta talking about how to how to do that. So my name is Dan DeLong, owner at Danwidth and School of Bookkeeping. Worked at Intuit for nearly 18 years. Co-hosting today, also over at Workshop Wednesdays at School of Bookkeeping. Oddly enough, that's on Wednesdays. Sharrin, you look very festive.

Sharrin Fuller:

I are. It's our last one before the holidays. So how often do you get to put a tree on your head and a pickle on your ears.

Dan DeLong:

Exactly.

Sharrin Fuller:

That's me on the slide. That's

Dan DeLong:

you. Fantastic. Bryan welcome to to the show again. We've we've had you on in, in a couple times in the past, but for those that may not have seen that or, recognized you talk a little bit about and introduce yourself for the folks.

Bryan Perdue:

Hello. Bryan Purdue. Excited me to, we we've been in the franchise and accounting space for about 10 years now, and really good at using AI to help businesses be more successful. 96% of businesses fail in 10 years. So we want to help use AI to bend that curve so more businesses are successful, so they could be good at, good not just at their financials, but their operations, sales, and even legal.

Dan DeLong:

Yeah. And on this slide here, if if you download the handouts there is a link to prior workshop and we'll talk a little bit about. What we're, what's in that workshop later on in the presentation today, and hopefully Oh, there goes, gets in, but there we go. It wouldn't be a Power Hour unless I had some kind of shenanigans with the slides.

Sharrin Fuller:

It's a double dose of Dan.

Dan DeLong:

There you go. There you go.

Sharrin Fuller:

It's a Dan inception. A Dan inception. Inception.

Dan DeLong:

It must go deeper. If you're just joining us for the first time on the QB Power Hour, it's a biweekly series. We do have CPE available not for the live sessions, and we will have poll questions, but they don't count for the for the CPE credit. That's all handled by by the, our friends over at earmark the, about five, five days after today. They'll, put that up on our channel at earmark, and you can get the CPE for the webinar for, today. All right. So our agenda today is we're gonna be talking about, this concept that Intuit talked about at Intuit Connect. So we are sprinkling a little bit of in Intuit Connect post mortem, about the, this concept that they're referring to called human intelligence and Intuit intelligence. I'm reminded of an oxymoron.

Sharrin Fuller:

Yeah. Did you, I couldn't even hide my face on that one, but, okay.

Dan DeLong:

I know it's like Microsoft works, right?

Sharrin Fuller:

No, it doesn't.

Dan DeLong:

It's the biggest oxymoron. But then we'll after that we'll be talking about how to leverage AI for advisory. It is, definitely. A top of Intuit's mind about how to use ai. But, with the help of Bryan and the folks at Automate, we'll be talking about, how the, how we can l actually leverage AI for making advisory and and allowing that. So we'll talk about the state of the industry applying books to books, and then a demo, from Automate and some q and a. All right. So our first poll question. Sharrin, you're up?

Sharrin Fuller:

Yeah, I will launch it. I'll launch it. There we go. Guys, this

Dan DeLong:

is actually quite a bit there's multiple questions there. We just wanna get an understanding as to where you're, why there's

Sharrin Fuller:

homework.

Dan DeLong:

Yeah. I should have sent it out before so that we

Sharrin Fuller:

Yeah.

Dan DeLong:

So that we know. Sorry, everybody.

Sharrin Fuller:

I was unaware that you were going to have to do work today,

Dan DeLong:

right? I also forgot to hide. Where are they?

Sharrin Fuller:

I don't know what you're doing.

Dan DeLong:

I'm trying to use your words. Sam. Hide. Hide. The non-video participant. There we go. That way if anybody happens to be looking at and wondering who Francisco and Johar are, they are with Automate. And so they'll be answering any questions that you might have about the platform. But while you're doing, filling in your homework there, let's go ahead and talk about the Intuit news. Intuit inte intelligence and human intelligence. So

Sharrin Fuller:

I need to go on mute. Yeah.

Dan DeLong:

Yes. That's what we appreciate you about, about, I don't know. I just

Sharrin Fuller:

read the, there is no filter. The Facebook group, all I do every day is just read things. And I know there was a big old discussion yesterday about something not coding correctly or it was a mess and. So right off the bat, I had, I'm making my notes, Dan, so I can tell all my, snarky jokes at once. But right off the bat, the intel, we are the AI of Intuit, right? So they're, while they're stomping on us, they're also using our human intelligence to program their ai. So they're software work. So just remember that everybody, that whenever you're mad at Intuit, the more data you put into it, the smarter into it. Oh, whoa. Is that what that means? Anyhow, whoa. The, smarter the software gets get it and more you put into it. Is that is that what they meant by that? Am I just getting that right now? Maybe. I don't know. I'm this many years old. Anyhow, I'll write everything else down from here forward.

Dan DeLong:

So in a couple year, a couple years ago there was this big fanfare about Intuit Assist, right? And there's a press release that I've linked to in the in the slides here about. The promise of what Intuit assist and the AI engine that Intuit was creating and they were bla branding it their own large language model and it was called Gen Os. And so it, it had all this promise of being able to turn conversations and documents into estimates, invoices and bills, right? You getting paid faster. Moving from paid to automating books with less errors, right? We're at the infancy stage of that. And one of the things in the, press release that, that really caught my attention when they announced all this stuff is that you'll be able to connect with an expert when what ha whenever something happens that you need a human interpreter, right? So my question at that point was. Who the experts are they talking about, right? Because we have a various definition a, very generous definition of the word expert. And it looks as if and as since that was, that began my quest, right to find, figure out who they're talking about when they say AI powered experts and so on and so forth. And I think we all knew that was the Intuit branded QB live umbrella of the definition of experts. And, I don't wanna say anything bad about them because they are. They are real people. And a lot of those real people, oh my God,

Sharrin Fuller:

they own us. They're like Chase Bank and Walmart. Like in the accounting world, I'm just I'm, waiting for somebody with a green briefcase to show up at my doorstep, open it and take me out, and they'll go why take it out by the Intuit mafia.

Dan DeLong:

But in the grand scheme of things, human, AI at this point, and we've, had these conversations with Michelle in the past is that AI at this point is an intern, it's a it requires adult supervision. So it, requires a human over some human oversight. So it hasn't quite gotten to the point of being the AI overlord that we that we all envision it to be because there. Plenty of science fiction novels and books and movies that warn us about the power of, ai. And Bryan, I wanted to ask you to, chime in because you were the first person to tell me about how AI is gonna be helping, accountants. And at that point I was like, oh no, I'm a little bit afraid. And you were like, don't be afraid of ai. What is your today what is your assessment of where AI is in general and where you know what the potential is for it?

Bryan Perdue:

Yeah. I think we're living in a really exciting time right now because you, your ability to do is 10 X right now, is your ability to intend. 10 x And what I mean by intend, it means are you able to, let's say you had a team of people, right? 20 people. Could you tell all 20 people what to do and get them all to work together and build a good result for a client, for yourself or other people? If you can do that, then you're gonna do fantastic with AI because basically you're, you can get it to work like in with your intentions, but without your intentions. AI can't help. It's not helpful. And so really what's more important than anything is your customer's intentions, understanding what they're trying to get, understanding what they're able to do with ai. Grasping that technology gap for them and helping them overcome that gap so they can 10 x their ability. Because really in the new world, it's really gonna be those that adopt and those that don't, and the ones that adopt are gonna be more successful than the ones that don't because you have the potential to do it. It's kinda like when the iPhone came out, there was apps that little kids wrote that made a million dollars, not gonna say the names'cause they're a little immature, they, had a good idea. It took a mature, immature idea and no adult would do. And then they were able to build something amazing. Now we have a great opportunity to do some really cool things with AI that no one else is doing, and help our clients be successful by knowing what their intentions are and driving those intentions with ai.

Dan DeLong:

And you would agree that at this point it's, a. AI is a tool to leverage just like any other technology. It's just whatever your intention are is going to enhance that. So if you have bad intentions AI could be a tool to leverage those bad intentions or Right. If you have intentions for good, it will of course be productive.

Sharrin Fuller:

Right. Yeah. Absolute. With great power comes great responsibility,

Dan DeLong:

right? Lessons from Uncle Ben.

Bryan Perdue:

Yes. We all have we all lived in a season where the most technology changes have ever happened, probably in our generation, right? And, in this phase if we were slow to adapt the web, then it would affect our business. If we're slow to adapt ai, it's gonna affect your business. But just like the web accelerated information, a AI is just 10 x that ability. So now you need AI to help you read all the information that's going on, and then, and also to be able to be strategic as fast as your competitors.

Dan DeLong:

Very good. Now I have a blog here. I'm nodding

Sharrin Fuller:

because I'm so in agreement with everything you say. I'm like yeah. I love this. If you saw our clips from last week, I was really excited about this one.

Dan DeLong:

Yeah. And please nod some more Sharrin so we can watch the tree. Yeah. Wiggle the pickles on the top of your head. Chriss pickles. Yeah. The tree and the pickles. In the, oh, in the article or the slides here, I do have a link to an article because humans still are the experts at this. And intuitive, of course is making no qualms about their experts are the ones that are the experts, but they also have a narrow scope of what they would be able to. To do, right? As you're using AI and you're interacting with AI inside of QuickBooks and inside of the product when it gets to a point where you know the machine is not gonna be able to determine what it is that you need, it will recommend an expert. That expert is going to be a QuickBooks Live solution. And then if it's outside the scope of what QuickBooks Live will handle, then they'll hand it over to the real experts, which is the ProAdvisor community. But do you think,

Sharrin Fuller:

is that how it's set up? Are they building their own? I feel like they're, they, so I also noticed one thing I noticed people say that they have not been getting any referrals from QuickBooks lately. And so I'm wondering are I think they're bringing'em all internally to their paid quick. I think they're trying to keep, they're keeping everything right. They're like, we're not gonna, we want, your clients are actually our clients, and so we're keeping it just, a thought there.

Dan DeLong:

Yeah. It, they're, the truth is somewhere in the middle, I think, somewhere. But in the grand scheme of things, that's the progression of the way things are, headed. It's, let's let's have QuickBooks do what, it can do. Yeah. And then, yeah. You need some help. We have some help built into the product, when we, as long as

Sharrin Fuller:

everybody understands that we, accountants are the middle man and who always gets cut out in the long run. Again, emilio bill.com, and I'm not saying that's a bad thing, that's their business trajectory. Of course, I'm bitter. I've been with them for a long time. We all are. But that is in any business, cut out the middleman and we are the middleman. So as you're building your business, remember you are the middleman. Don't rely on anything or you're the middleman. Sorry, that's my word of the whys. If you could take anything with you through the Christmas holiday, you're the middle man when it comes to intuit.

Dan DeLong:

And, when you look as an accountant,

Sharrin Fuller:

you're the middleman.

Dan DeLong:

And when you look at any business you're gonna separate things into people, processes and programs. And, if, if you have a process that is run by people that's going to, that's really not scalable when you, if it could be a process,

Sharrin Fuller:

correct. Correct. So

Dan DeLong:

it could be automation or could be automated. And that's the direction that we're headed, not just with what we're talking about here today. Yeah. But just in general. That's that's really where you're searching for efficiencies in your business. What can I do that's what, can be automated and what can be triggered or what can be done without me? Without my supervision.

Sharrin Fuller:

And then find what cannot be done without all those things and make a career out of that for the next little bit. Because if you can go in and automate anything you do right now, that will no longer be for your clients for anything. So if you're like, I can't automate this, I still have to do this, that is where you need to aim for. Just as, again, I'm just giving out tidbits of wisdom today. These are your Christmas gifts as you go into the new year. You're welcome.

Dan DeLong:

Right.

Sharrin Fuller:

Perfect. Sharrin, the

Dan DeLong:

gift that keeps on giving. Yes.

Sharrin Fuller:

Yes. My husband says that all the time. He does not. He does not. He does. All

Dan DeLong:

Why

Sharrin Fuller:

don't,

Dan DeLong:

so Bryan let's just talk about the state of affairs, the way that we're what the nature of the beast that, that we're in today. These these figures that are up on the, screen, it's, it shouldn't be. News, right? To, to, people in the accounting industry, it the amount of people that's out there is less. And we're industries are, the accounting industry is just really competing on price because that's what people will say is I can just go down the street and he'll do it for cheaper. So talk a little bit about this this slide here, Bryan.

Bryan Perdue:

Yeah. As we, we kinda have two, honestly we, right now, we just have a massive learning curve is the best way to describe it, right? It's kinda like the personal computer just got introduced, right? And you can use the personal computer and overcome your reduction in talent pool, right? And it's a matter of understanding how to use that computer, right? And it's a tool. AI is a tool. And so what you can do is. That as that talent pool reduces, you're able to supplement that with having the right intentions, right? Create like a checklist. What are the things that you need to get done for this client, and how can I use AI to achieve that? How do I help clients be more profitable? What do I normally hand off to that reduce staff and how do I maximize that? Because basically everyone has the fear of being replaced, right? And everyone is competing on price. But right now we had a double problem. People are expecting caviar, the price of Coke, right? Yeah. And they're also, so their demands are going through the roof. Like everybody's thinking, okay, AI is gonna break everything down and no one's gonna have anything to do. No, everybody's expectations are gonna go through the roof, right? Your website was like this. Now it needs to be like this, it needs to be like Disney or Apple. Your, your charts. Do you give, your clients used to be like this. Now they need to be like, you're giving the pitch to Microsoft or Google for a big investment, right? It, your standards have gone up. And not only that, there's a reduction in staff, right? So you have to be able to learn quickly how to leverage these tools, get things done faster, and offer more advisory services to your clients because your clients don't know how to do this as well as you do.

Dan DeLong:

And in before ai, like pr prior to ai I think accountants and bookkeepers in general were models of efficiency, right? Like they had set up things to be able to. Streamline their process. Like I remember talking to people in QuickBooks, desktop back in, those days where they would call and say how do I use the enter key to tap? And there was a preference inside of QuickBooks because, they could save precious seconds by using the enter key on the 10 key. Having their right hand doing the, being very efficient on the numbers side of things and their muscle memory of their, of the right hand, rather than lifting their left hand to press the tab key to go to different fields, right? Efficiency down,

Sharrin Fuller:

efficiency.

Dan DeLong:

And so that's really not new, right? To to make for accountants to be to fi be finding greater efficiencies. But it's now the change is going from just being more efficient to actually evolving your service offerings from that efficiency. And I think that's where a lot of people are struggling because, I just want to do the same things that I've done all the time. I just wanna do it faster. And that's where technology can help with a lot of those things. Because if you don't have to put, even put your hand on the 10 key, it doesn't matter. Whether tab or enter flips to the next field, right? So really that's the big question that a lot of people I think are struggling with, is how do I evolve from commodity or compliance work to strategic advisory? And that's what I really love about what you have to offer. Bryan, but Intuit has not been quiet about all of this, right? Like they've been talking about this transition or this shift, for for quite some time, right? They even make free training available to for do it yourself self-study, right? You can go into your ProAdvisor Academy go into the ProAdvisor training, and there's client Advisory Service Foundation listed there. For free. You can take those courses. Of course they're very QuickBooks online centric. This is how you can do that in QuickBooks Online.'cause this course not gonna ask you about zero or any other accounting package to be able to do that, but as the little lady down in the lower who's got time for that? Yeah. Who's all that time to be able to, do that self study and learn all of that.

Sharrin Fuller:

Yeah. So

Dan DeLong:

how do we get from commodity to premium advisory? Before all of that, you had so much a month for those commodity services. It's real easy for clients to leave. I've seen all sorts of ads on social media for. What you're paying$149 for bookkeeping. I could do that for 97. They're all just undercutting each other. And then if you have a staff, right? You have a junior staff that is the people that's doing some of the processes. They have limited value, it's you're using the staff to leverage yourself. And Sharrin you have a, few staff in your. In your finger. I have like almost

Sharrin Fuller:

no staff,'cause I don't have'em. But yeah I got rid of everybody and everybody's role was oversee the technology and handle the relationship with the client because the technology and the AI is doing everything, all those tedious things all, my team needs to do is oversee the technology. Handle the relationship with the client. And anybody here who, those aren't their two tasks, those are the ones that should have answered Yes. I'm afraid AI's gonna replace me.'cause they will. They will I don't even wanna be mean about it. It's true. Shake your head, Bryan. You know. It's true.

Bryan Perdue:

It is true. You gotta adapt.

Sharrin Fuller:

I'm just saying a little harsher, but yeah. Anyhow. But he doesn't have a,

Dan DeLong:

he doesn't have a Christmas tree or pickles on his head or you can

Sharrin Fuller:

say whatever you want when you have a Christmas tree and pickles on your head. I'm just saying, it just gives you the opportunity to go, Hey, sorry about your life. Just kidding. And,

Dan DeLong:

and, people listening to the audio podcast what are they talking about?

Sharrin Fuller:

I have a Christmas tree on my head and pickle Christmas pickles in my ears.

Dan DeLong:

But as Joe Woodard would say at the at Scaling New Heights, right? It's not a race to the bottom anymore, right? Because the race to the bottom is gonna be won by machines because they don't sleep. Oh, yeah. They don't take breaks. They don't take it's all the things that machines and technology is gonna be able to do is gonna be far more efficient than anything a human can do. And the, thing that that Hector Garcia had reframe that really has, resonated with me is that you automate, the transactions, but then you humanize the relationship. And that's the thing, yes. That machines are not gonna be able to do.

Sharrin Fuller:

I'm trying Oh, you're making a note? Yeah.

Dan DeLong:

Okay. So wait, what was it? Advisor, automate you automate

Sharrin Fuller:

the transactions and automate, humanize the interactions. The

Dan DeLong:

yes or the relation Yes. You'll, have to have an a, an nation in there to, so it rhymes.

Sharrin Fuller:

I I'm trademarking that for you. That's a good one. Automate transactions and humanize. I think Hector might have something to say, oh Hector didn't trademark it, so welcome to the USA, bro.

Dan DeLong:

All right. So just like a, an informal poll. We're not literally gonna launch another poll. But how, just put in the chat. One, if you view yourself as a leader or export expert, not export expert in the industries that you're, that your clients are in not just the accounting, but you know the actual, your niche. You feel your niche. Yes. If you feel that you are a leader or expert, and then following that up, supposed

Sharrin Fuller:

be too. Why is it say one or two? Oh, wait, what? Why are people saying one or two? You said put a one,

Dan DeLong:

two, if you're no if you're not, oh, okay. Okay. If you don't feel that you're an expert yet. And then if you, so much response, for those of you that have staff put a three if if you're junior level or, entry level employees that you're bringing on are also experts for if they're not Right.

Sharrin Fuller:

I see. Any threes. They should no longer be juniors if they're an expert. That's right. They should be Right. I should not threes. Kathy, there's no polling question. We're just asking you to

Dan DeLong:

put 1, 2, 3. Yeah. This is an informal poll. Not, nothing efficiency nothing official. But essentially there's a gap there, right? Between. You as, a, as being the expert and the junior level staff members being the expert, the owners being the expert. Around 85% typically. And whether your staff can advise your clients is around 10%. That is the potential here that we're talking about Bryan?

Bryan Perdue:

Yeah. Absolutely. Yep.

Dan DeLong:

Okay, so here's the what if scenario, right? What if your junior staff, what if your entry level staff or if you don't feel that you're the expert, what if you could deliver advice like Warren Buffet, or Simon Sinek or, the, authors of many strategic business strategies, and if you could apply them. In three minutes and not three hours. Because nobody's got time to do self study on client advisory services. Yep. Retake their masters of accounting. I know some people are. Hi Rachel. That takes a lot of effort and energy to get caught up. And I think we were having a discussion at one of the conferences where people studying for the CPA exam are being taught on obsolete material. Like by the time they're, yeah. They're out there taking the exam, what they've learned to pass the exam is already obsolete. And talk about Bryan I want to mention that 95% success rate. Talk a little bit about Yeah.

Bryan Perdue:

About that. Our whole business is based on the A STD study. It's a huge start to study that they've done. There's a book about it it's an academic book, but basically if you sum this giant book down, it says, Hey, and it makes so much sense. Hey, Dan, if you have the right strategy, the right metric to guide that strategy and the right accountability, you're gonna be 95% more likely to hit your goal, right? And so if Dan's business is making cash, but it has profitability issues, the issue might be they're spending too much money, right? So if you have the right metric, reduce your expenses, right? How much did you reduce your expenses this week? And then you give them the right strategy to reduce those expenses, like stack rake as vendors and say what, which ones are. Fixable versus not fix, fixed that they can edit and then you hold him accountable and meet with him weekly or monthly, he's gonna be 95% more likely to cut his expenses and be profitable. And that's the value that we bring is we make it normally that kind of accountability would take hours, days to generate. We make it so you can do it in three minutes, so then you can have that conversation. You come in like a pro with the right strategy, with the right metrics, and you're holding them accountable to what matters to their business. Now you become an advisor, it's gonna help them, and then you can see the impact you're making. So if you work with them and you say, Hey, we said Dan, we're gonna work on this. And you were at. Your profitability was at 5% and now we worked over the 90 days and now it's at 15%. You've tripled your revenue, right? Your profit, what do you wanna do next? And you keep that dialogue going because it's proven that companies that look at their books regularly make decisions based on it are, much more profitable than the ones that don't. And all of this stuff that I'm saying makes sense. It's just have you ever had it rolled up in an app where you made those conversations easier and automated'em for you so you can be able to go and do the advisory services like a pro? Yeah.

Dan DeLong:

Yeah, because I, do a lot of conversions desktop to, QuickBooks online. And immediately after I do the conversion. I go into the, QuickBooks Online company, and there's a little banner there that says, we've got your November monthly summary already available. And it comes up and it gives all sorts of great data, but then looking at it. What do I do with that? Here's, all sorts of anomaly detections and things like that. But it, doesn't give me any kind of action plan to actually do anything with that. Like we're like in that example we know how to get the data in one place. We know how to create these financial reports. We know how to do all this stuff and put it in front of someone. But what do you do with that, right? Here's all the ingredients we've got Julia Childs with all of her bone appetit, right? Here's all the precut onions and everything. What are we gonna make out of this, right? And if you serve multiple verticals, if you have real estate or restaurant or e-commerce, how can you be an expert in all of them? So let's talk about. A solution. Which is automate. So where did it, where did this come from? Where did this where did this evolve from Bryan?

Bryan Perdue:

Where did this evolve from? Like the app or, how

Dan DeLong:

did, how did Automate come to be?

Bryan Perdue:

Yeah. So about 10 years ago we got into integration space and we, did a lot of integration. So we still do a lot of integrations for large franchises some of'em with thousands of locations, during the point of sale integration. But we found that a lot of these companies, they have all this great data because we're putting it in QuickBooks correctly, but they're not actually looking at it. They're not being strategic and'cause like reports don't really help you unless you look at them and you take action, right? And so we came up with the AI growth advisor to help businesses actually stop drowning in data, but actually start looking at the data. Like for instance, there was a large franchise brand that we used our system for, and they spent so much time entering data into QuickBooks that before they met us, that they they didn't know there was fraud going on. A week after we integrated, they actually started looking at the numbers. They realized that someone was stealing money. And we have a, pretty, nice blog about Jimmy John's on our website. You can learn about it. But once they realized that, they realized all this time they've been spending all their time entering the numbers, but not looking at'em. And so how do you get clients to actually make decisions?'cause really it's the decisions that, that they make this week that actually matter to their business. And so we, wanna help businesses stop drowning on the, in the data, stop working on getting the data in, but also getting strategic decisions. And a lot of times you need ideas, right? Like profit first, why don't we flip it? And make it so you get, take your profit first, then you pay everybody. Then you're actually forced to take money home. And that's why you started this business in the first place, right? Take these great book ideas and implement'em for your clients. And we have book summaries and all that available on our website. Right now we have 1500 books available.

Dan DeLong:

And that's so cool.

Sharrin Fuller:

I wanna see how this works. I'm like really in I'm enthralled. I really am excited about this and I don't even do this kind of work anymore, but I am excited about seeing how it works

Dan DeLong:

And one of the things, every time that we talk about a new technology or a new player in the QuickBooks space, right? The last thing we wanna do is, adopt it, get involved with it, and then vaporware, they're gone. Yeah. Yeah. So you guys have been around for a while. You have, what is six hundred and sixty seven five star reviews for automate transactions? Wow.

Bryan Perdue:

Yeah. And that's probably on the higher end of most apps on the app store right now. So we have amazing support. We have eight support options. And we actually don't use ai to do, answer all your questions. We actually meet with people and actually have a conversation and show people how to use the app. Yeah, we're doing the opposite.'cause we wanna hold, people's hands and build that relationship.

Dan DeLong:

You're humanizing the relationship rights. Oh, that's my

Sharrin Fuller:

nightmare. When someone's we need to teach you. I'm like, Nope, let me in. I don't wanna talk to anybody. I just went through this yesterday, but I'm not everybody. I am a nut job.

Bryan Perdue:

No, we, we offer both, sides automated and not all but we do want people to not have to feel like, there's no person behind our business. Yeah. One of those, but yeah. And

Dan DeLong:

Go, ahead.

Bryan Perdue:

Go ahead Dan. No, you're good.

Dan DeLong:

Was I just gonna say one of those five star reviews is me?

Sharrin Fuller:

Oh wow.

Dan DeLong:

Because I look at that. I wanted to I, every month I was downloading a CSV from bill.com, massaging it so that I could import it properly. And through you guys and, and Johar who's actually, lurking in the background answering questions, he helped me create, a, a way to automate that. So that all I had to do was download the CSV and upload it through your platform. And it brought the, transaction with line item detail into my QuickBook. So save me a half hour, an to an hour every month just by doing that. So really anytime that you can create efficiencies is far better than, just trying to figure things out or, how do I change the, The, enter key into a tab key. So talk about this. This is what is really exciting for me, for what you guys are doing. You are taking book summary. So talk about how bestselling books are incorporated into your, platform.

Bryan Perdue:

Yeah, so we have a patent pending process where we're able to take 1500 business books. That creates 7,000 strategies that the AI can recommend for your clients. Now we do finance, marketing, legal, operations, and sales, which are the five pillars of the business, right? As you grow in your AI using our tool, you can actually go in and not just focus on the financials, but you can focus on the other four categories.'cause a business, if any of those five categories fail, you're going outta business eventually. Because you gotta be good at all five. I went to a, a career thing for my kids. Someone asked me, what do you do? And I said, I own a business. And I was like, guys, you don't wanna do that. You gotta be good at finance, marketing, operations, sales, legal, all of these things you gotta be good at. And bigger you get the bigger target you become. And, I just I wanna make this easier for people. You don't have time to read all these books. You don't have time to be good at legal. You don't have time to be good at your financials. So about, so about a thousand of the strategies we have are focused on, and we haven't loaded the full system. It's gonna be loaded here soon. We have several strategies available, but we're loading them all. They should all be by there, by probably January 10th. So it's a free gift for you guys. You guys can log in. It's better than Blink is to short form. Our quality content is better. All the strategies are readable. You can click on'em and apply them in one click of a button. But a thousand of these are focused on like Profit first. My favorite is park using Parkinson's law for expense elimination. And you can just click these and apply it, but you can also just have a conversation with your data, right? A lot of people take spend a lot of this time and they take all their data out of. Of QuickBooks and put an Excel sheet and have a conversation with Chet PT, right?

Sharrin Fuller:

Yeah.

Bryan Perdue:

That's a time consuming process. This does it way better. And then it gives you a bunch of strategies you can offer your clients. So you can say, Hey, I just read the book summary, not the whole book about profit first. How would you like to implement that for your business? And then educate them.'cause a training sell is always the best type of sell to do, right? And so then you could pick out a different book strategy or same one for all your clients and then offer those. And and, it's real simple. Like we have a, we're gonna give you a link. You can schedule a, profit challenge. You can literally take one of your clients, we'll connect their QBO and give you three strategies you can share with them that'll increase their profitability.

Dan DeLong:

I'm gonna launch the the second poll question here. Do you have time to keep up with the latest and greatest strategies? While you're answering that? So let's, talk about, and this is one, one of the things that when you were sharing this with me, that a lot of times these applications, they only connect with QuickBooks, right? You have a platform that already, that allows them to, connect with other AR areas of their business, right?

Bryan Perdue:

We currently connect to about 500 systems. So QuickBooks is just one of the systems that we connect to, but one of, in that, of system, one of many. Yes. And so you, what you can do is create a single pane of glass for your customers where they can see everything in one place. QuickBooks only shows you the, after the fact historical. It doesn't show you how it happened. That's usually in your CRM or your, point of sale system. And having that data available to help your clients can not just say, Hey, here's what you need to do, reduce your expenses. Here's why it's happening.

Sharrin Fuller:

Yeah. The why I agree. Sorry. Yeah.

Bryan Perdue:

And so how everybody just tells you,

Sharrin Fuller:

tells you should, but they don't. I'm that type where they're like, no, don't do that. Why? I'm not de I'm not debating you Teach me why not to or to do something. So I understand the process. Anyhow. Yeah. Sorry. Keep, have to have the whole So agree with you. Yeah.

Dan DeLong:

Yeah. Having access, these other pillars of a business and having potential connections into that. And with, having various other, book strategies in there, you could actually expand your advisory, not just a financial Yeah. Advisory, but marketing and sales and operations so that's, one of the really I think this is where this option is, the, there's so much more potential for those that are trying to figure out how to get into Advisory. One, it's making it easier to get to advisory because you don't have to sit there and read. Profit first and figure out what are the seven strategies and profit, first, and how do I apply them to my client's books? Or okay, let's talk about Simon Sinek, right? Or those other things that, that are gonna be ultimately in in your platform.

Sharrin Fuller:

Plus it also, do I, wanna say something. Plus it also goes into the last slide where we said bookkeepers almost like a bad word, right? So we're trying to find ways to be valuable to our clients because they're going and they're like, I outsource this to India for$10 a month. I don't need to anymore. And you're like, alright, let's see how that goes. But in the meantime, let me bring value to your operations. But I also would say accountants, please don't try to jump into marketing if it's not your forte. Because I can tell you accountants, that's the one thing,'cause that's like creative and most of our brains are here and we can't switch over. That's the one thing I outsource. Get your outsource person to use this for marketing. Just say exactly. Don't do it.

Dan DeLong:

Alright, so do you wanna share the, see what how this, works and how, the platform looks? So, let me go ahead and Absolutely. Let's stop sharing here.

Bryan Perdue:

Can you guys see my screen?

Dan DeLong:

It is. Thinking about it. There we go. Now I

Bryan Perdue:

can. Awesome. Perfect. So right here I've shared the link with you guys, ADI Dao play and it's this event, books to books, right? And this is your landing page. Okay. Couple things. One thanks for joining us to this webinar. I really appreciate it leaving you with this package here. We're gonna update it after the webinar so it has more information. If there's a bug in it if there's any issues, let us know. We'll, what, there's a support the feedback button, we'll fix it immediately. Okay. If there's any issues today, we'll have it done and fix by the end of the night. This is a new page we, came up with today. Okay. But, what we're gonna do is, after you learn about this webinar. We're gonna offer you the opportunity to schedule your a profit challenge, right? And so you can do a 1530, now you have to do a 30 or 40, technically a 45 minute with a QuickBooks file to, to get the gift card. If we can't give you three, strategies to help your business be more profitable, right? So that's our guarantee. We're so confident you meet with us, we'll literally connect your QBO file. We have to connect your fine print. We have to connect your QBO file. It has to have two years of data, at least 500,000 in records. Then we can give you three strategies you can share with your client in a, trial that you can use. Okay. Five. Is that 500,000

Sharrin Fuller:

across the two years, or is it Yeah, less. You could say

Bryan Perdue:

500,000 across two years. Just, it needs to have some money in it to actually help'em. Got you. Just clarifying. And I know the second

Sharrin Fuller:

thing they're gonna ask is this in zero?

Bryan Perdue:

Is there a zero connection yet? No. There's a zero there. Have a zero where you can just click and do this in three minutes.

Sharrin Fuller:

Okay.

Bryan Perdue:

I just

Sharrin Fuller:

know that's a question that's

Bryan Perdue:

gotta come up. Yeah. We're, working on the Zero, but we do have the best QuickBooks, reporting and integrations, and our product includes integrations and reporting. So what that has is 655 stars. It also includes integrations. So you can automate. And you can do your reporting, right?

Sharrin Fuller:

So if I'm using something like Digits or Zero, I know I'm cutting you off again, but I know this is coming. I'm helping we have a lot of QuickBooks users here, but some of'em have other clients. So if I'm like, Hey, I wanna implement this for my clients, 70% are on QuickBooks has some by moving to Digits, whatever. I know you don't integrate to Digits or Zero, but if I do export the data, can I, does it have to be integrated or can I export it or import it in so I can use it with my other accounting software as well?

Bryan Perdue:

Yeah. So you can just schedule a meeting. We can work with you. We currently connect Okay. To Xero. Okay. But it's not like I'm gonna show how easy it is. Okay. In this, the slick. Flow is not done for zero. Got you. Okay. But we could still connect and work with zero. Okay. Sounds good. So let's go here. You click this button and there's, when you go in here, you're gonna have a little form, just your first and last name your, title, and then you can go in here and then you can see these interactive tutorials we talked about. So what I'm gonna do is I'm just gonna go to theater mode here on, on this. And this is the real app. I created the this, morning. I'm gonna go to movie mode. Okay. And, Dan showed me this tool yesterday scribe where I could do this. So it's pretty cool. What it's, and so I implemented this thanks to Dan, right? And right here you have our dashboard. What's really nice about this dashboard is you can have all your clients, what we typically recommend is you group all your clients, in buckets. You got your shipping, you got your fitness, you got your, different types of clients. And then you help, you can work on'em all together in one dashboard, right? So technically you have five things that matter to your business. You have your revenue, your cost, your good sold, your operating expenses, your four wall profitability, right? And t if you're really advanced, your profit centers, right? If you're selling lemonade and you're making 50 cents in a dollar and you're selling cookies and you're making 10 cents a dollar, tell that client to sell more lemonade. So those kind of things are really helpful for clients, and this is kinda a really simple view to help them succeed. And you have all their employees here where they have their own scorecards. And so what you can do is you can click. On any one of these tiles and it's gonna drill in and show you where they need help, right? But there's a little odd guy at the top, and his job is to get you used to this system. So you click this button, you can say, start with proven strategies from books, or analyze my data. This is the interactive tutorial we have in the app. You click this button and it's gonna walk you through how to get started using the system. The first step is you're gonna pick what month you wanna focus on. Technically you want to pick a month that has good data, so make sure it's a closed period, right? Then what you're gonna do is you're gonna look at the scorecard and you're gonna see, hey, where the AI actually creates goals. When they, we look at two years of their goals and say, what should they be at based on their industry? It actually creates the goals. Now you can customize them and then it tells you how much money you're gonna make if you hit the goals. So if they hit their goals, they're gonna making$26,000, right? And more money, right? And so we are helping that conversation with the client, Hey, if you hit these goals, you can do this. Then what you can do is you can choose any model we currently connect to Grok Chet, BT Cloud 4.5 Opus. You literally can use the premium models in our system. And you can choose the ones you want. You can choose what kind of output you want. Do you want a diagram, infographic, a website? And it can build those things for you. And it knows about your business. And we patented this process. It's very complicated. I everyone says that development's dead. Honestly, my head hurts more now than it ever hurt in the past because I have to think 10 times harder to get some dumb model to do something exceptional. And and they move so fast, it moves so fast. So it's harder now, right? Because engineering prompts is harder than copywriting code in a lot of ways, right? Because it's harder to get, you can't predict what it's gonna do. And it's secret. They don't even know how. Yeah. It works in some cases, right? It's all probability. They can't control it. So it is like the terminator a little bit. It could go outta whack someday. It is unpredictable

Dan DeLong:

Until 1:00 AM until Gronk starts talking with chat GPT. That's when I think they'll become self-aware.

Sharrin Fuller:

Oh my God. If, Claude jumps in there, we're all in trouble.

Bryan Perdue:

That's true. So right here you can create your strategy when you create the strategy. So notice this is profit first, and this is actually using the methodology from profit first, performing surgical expense elimination. Now you can, there's a little guide button in the upper right hand corner. You can click that and you can read that specific section of the book or the book summary. We're providing education as part of this process, right? So think about it, you're getting like 1500 business books. Thousand, a bunch of strategies Now and then you can go in here and you can see the strategy. Now what's really nice is this is edible. Have you ever wanted chat, GBT or Claude to make an edible document you can share with your clients. I just edited this right here, and it's an editable document. You can just edit it here, but if you don't like it, let's say that you want, you don't want to focus on, a certain thing, you can change it and creates another version. You just type in the chat and creates a new version. The most important thing here is you want to, assign it to the business owner or their team, and then they get a special scorecard that shows you, hey, you're at 84% of your goal and you kept your streak. And this is about gamification, right? If you can get people to do the right thing, the right number of times, they're eventually they're gonna be successful, right? And what it does is it gives, right here we're giving them the right metrics to hit that goal, right? Which is reducing the expenses. So if you saw at the beginning of the demo, they, were at three times the expected operating expenses, right? So we created a strategy using the, book profit first expense elimination. Real quick,

Sharrin Fuller:

do any of my other accountants can anybody else not? When you hear profit first, you cringe. I have my whole niche of my, firm, I just told almost all of'em are profit first and I'm like, oh, 900 accounts of transfers each I don't know. I don't know if it's only me when I see profit first, I'm like, oh, anyhow, keep going.

Bryan Perdue:

A nice thing too is this, I know it's a good strategy, has the whole general ledger and so it knows how to read everything from their books, right? And so when we run this, it's actually able to say, Hey, it knows what their expenses are, who their vendors are, it knows how to apply the strategy, knows about the business. And if you spent maybe. 20 hours with chat GBT, you might be able to get something that close to what we're able to do with that one prompt. And then what the client's gonna do is they're gonna keep their streak. They're gonna say, Hey, I'm gonna reduce my expenses right now. You have a easy way to either have that meeting with them or have them check in with you and say, what I'm gonna do. And then you can see, okay, are they on track? Are they doing those things they said they were gonna do because they need accountability. So we did the full circle. That person, we looked at their let me go to slide mode so I can walk you through it. A 5,000 foot view. So we saw that their expenses were three times the amount, right? They're at 75%. They're supposed their the, market for them is 33. Their operating expenses are way too high. Then we chose to create a strategy. We picked the period that we wanted, we chose the report, and then the AI we picked. Harness, perform surgical expense elimination, right? Once we did that, then the AI took over and then you got an editable strategy and you shared it with the client. So they, now they have a strategy, the right metric, and weekly accountability, right? How would you guys like to create that with all of your clients, right? So the next thing you need to learn is how to have those meetings. And so if we go over here to the theater here, we're gonna go to this one and we change it to, and,

Dan DeLong:

and people can review these these tutorials in that link that we shared, right?

Bryan Perdue:

Yes. And we'll put the video from this in here as well. So they have all of that for this link. So you literally have a package, everything you need,

Dan DeLong:

one stop shop,

Bryan Perdue:

so one stop shop, right? And right here notice this client is at, 89% okay? Operating expenses. And their, market is 33%, right? Now three of the three of your locations are way over on operating expenses, and they're based on their budget, their forecast and we have, in this thing, we have a triple scorecard. You have for forecast benchmarks and the ability to see how much cash they're gonna make if they hit the goal. And that's what gets people excited when you meet and say, Hey, look, if you hit this goal, you're gonna make this much more money. So we're gonna focus just on one of your clients here. So if we go go in here and, you, go to the filters up here, the first thing you're gonna do when you meet with a client is you're gonna review their gamification, right? And so let me speed this up a little bit because I don't think we have much time. So you have the gamification screen. Okay. Right now they only have one one week streak so far, right? They only did one week. Your job is to get them to do many weeks, right? And be consistent and check in on that strategy because most people don't look at the reports enough to make a decision, right? And so we have a gamification button in the upper right. You click it and then you know, you basically enter what you're gonna, your client enters what they're gonna do this week to help hit that goal, right? Hold them accountable. This is optional. You can turn it on or off. But when you have that meeting, what you wanna do is focus on that one client. Now, when the client logs in, to the system, they only see their location. If they're a multi store owner, they can see three or however many locations. And if they're a franchise, they could see a thousand. This thing's perfect for multiple. Entities right now, if you choose the location that you're looking at, let's say we're gonna focus on this one individual location. One, one studio here. This is a kind of like a fitness example. You can change the vernacular for the client, like studio or, shipping hub or whatever. Notice that they're gonna make 26,000 more dollars if they hit the goal. Now we have a trend line here on the dashboard. If you have one location, we don't show, we show the dashboard and you can see the previous period versus the current period and the trends over the last year. Now what you, the cool thing is in the reports. Have you ever wanted to sign something to your client from the reports? This is how you do it. You click the little 39 button, and then you have a conversation with ai. Right over here is all the different strategies that you created for this client. Over time, you can archive them and you can update them. Right now, we don't have to use a book. What you can do in this case is I wrote a I typed in a strategy that was, Hey, give me the top vendor expenses that they have that are not fixed. And then it created this report and it used the entire general ledger to do that. So, it says, tell me the top vendor expenses that are not fixed. I can reduce stack rank them and give me the single the single easiest way to reduce those expenses. Now, what I wanted to show you, see how it says context data. This has the whole GL from, February to November. So you're talking hundreds of thousands of records going through ai. Understanding the business and being able to run it against any model in seconds creates the strategy that becomes editable. You say create strategy now it creates an official document you can share with the client. These are editable, like a Word document. And if you don't like something in it, let's say you don't want to focus on rent,'cause rent really high in this example, you could just type in, Hey, remove payroll wages and focus on the top expenses, right? And then it will give you a new version with those changes. So that way that's intent management, right? You know what's best for the client, you can control that. Now that creates version two, right? And then when version two's created, you can then share version two with the client. And it's an editable document you can share with the client and you assign it and the metrics go with it. So right now it's that you know those costs, right? So it's creating the second version. Now here you got the new version. It's exactly the way you want. Then you can assign that strategy to your client, to someone on your team as well. And then once you assign that to them, it shows up in their scorecard and you can have that conversation. Here's your metrics. You're three times higher on your operating expenses. Here's the strategy. Here's the vendors you need to cut, here's how you need to cut them, and we're gonna meet weekly or monthly to do that. And here's a gamification screen to make that easy and have that conversation. Now, by the way, I'm gonna give you this, these insights all the time. If Intuit says you, you typically have people have a hundred thousand dollars in extra expenses every year on average in their books, right? That's one of their statistics. Believe that. You just say, Hey, I'll get you, I'll get you 40% of that, or 20% of that, right? I'm just gonna charge you a thousand,$2,000 more for this additional service. We're gonna do your books. We're gonna give you a strategy. We're gonna hold your hand and we're gonna make you make those decisions.'cause it's hard to get people to cut costs. It's hard to get people to make those hard decisions. And they need accountability. You can be that hero.

Dan DeLong:

You basically turn it into a game. And, Sharrin, now, this is like a blind reaction,

Sharrin Fuller:

uhoh for

Dan DeLong:

you because hadn't, you, hadn't been. And then go ahead. In, in the preparation, we know I do not like

Sharrin Fuller:

preparation dry runs. I just like to show up and wing it. Come to any of my classes. When I teach, I just, I did a deck four months prior and I don't remember what it is. It's. Wing it. All right, go ahead.

Dan DeLong:

But you have a whole community called Clone and Conquer. I, and how I do, how do you see, how do you see this as helping the those folks that are part of your memory? The amount of

Sharrin Fuller:

notes I have right now is, insane. I actually, there I have two clients. I'm a fractional CFO for because I love them and I just can't let them go. That's how I, and plus it keeps me in the game. And this is one of the things to where when they come in, at first they're like. Do our reports. I'm like, that's okay, but that's, CFOs do more than that. And so something like this is actually gonna be huge for one of my clients because I've been going through a lot of different things more manually back and forth to chat GPT. But I was also looking at our surveys there, which the QuickBook Power Hour audiences, a lot of my type, my audience from my community and a lot of people are saying, I just don't know how to get into it. I don't even know how to have the conversation with the clients. And this is a great conversation starter, especially end of year is when I try to do it. Hey, let's do an end of year free strategy. Let me give you a free assessment and give'em, here's these three things. Don't tell'em how to do it or anything, but here's a real high level what I can save you, which is all clients care about. Get'em on the phone with you and then just talk to'em like, like I'm just telling you, oh, you wanna do it? Great. Then here's the cost. And I think this is a really good tool to utilize that, gives you all the information you need and. I'm not being paid to say this. Bryan, don't know me. I just met Bryan right now. But I do love technology and I do know that the biggest issue in the accounting community is how do I get in this client advisory? And this is a, this is an excellent tool that I'm really surprised with that many reviews that I have never seen it. I'm actually like, where have I been? That's secret. Been, I know where you been, Bryan. You need to throw a party, Intuit Connect or something. If there ain't a party, I probably, I ain't heard of you, but we could talk about that later. I'm really good at party planning and I found out, no, this is amazing. This is, I actually told my community to join this. I'm like, you better join in this tool. Seems really cool. So hopefully if you're in my community, pop up. Tell us. Anyhow.

Bryan Perdue:

Yeah, I see a lot of people asking about pricing. I'm seeing the pricing pri pricing page in there for you guys so you guys can look at it. It's priced based on number of locations. The more locations you have, the cheaper it gets. So if you have 20, 30 clients, the price goes down sub substantially. If you have just one, it's a little more expensive. Talk to me what that mean.

Sharrin Fuller:

Locations is that, so are we, paying per client? So if I have a hundred clients and 15 of them are, I wanna put'em on here, but they only have one location, so am I paying for 15? Or what am I, what does that mean? What does location mean?

Bryan Perdue:

Yeah. So, when I change it to you choose franchise small business or cpa a when you change it to the vernacular, changes to clients. So now makes sense. So when you go to our pricing page, which I'm gonna put in that one pager that I'm giving you guys so you guys can get to it we have four different plans, right? But mainly as you go up in your number of locations, the price goes down, right? And so if you have, as you can see here, if you look at the pricing details, the cost goes down by 57% if you have 48 locations. And and we also do have enterprise pricing. If you have a lot of clients you just meet, we'll get a custom quote for you.

Dan DeLong:

But one of the questions that, that people are asking about pricing is like, how do I price this? How to my client? And it makes it super simple because you can see the, you can see the numbers at that point when it becomes like what, Sharrin was saying about Hey, let's just meet up for a few strategies.

Sharrin Fuller:

Yeah,

Dan DeLong:

You'll be able to know the potential savings. And you can tie your price. With the potential savings. So whatever the value the potential of what they could actually do in their business. Yeah. And knowing that you have a 95% success rate if we follow this strategy. Yep. You can tie your fees to the, to a portion of what they would save. Yeah. Hey, if you're gonna save,$500,000 10% is is a no brainer, right? Yep. If I could teach you.

Sharrin Fuller:

It and I don't like to give away things for free. If you give the money for free, the client finds no value. But what I do like to do is find the clients that I know this would be valuable to, and offer a, Hey, end of the year, I just wanna do a quick strategy. Something that takes you only a few minutes. Make sure it's very repeatable. So you're not doing a lot of different work. And think of it more as like a sales or a marketing call. Hey, let me, here's these things that popped out real quick. Let me show this to you. And then at that point you can, like I said, Hey, I'm gonna save you a hundred grand next year. On my strategy savings, I charge 10% of what I save you. But if we wanna keep talking through this, my advisory is X. And then they find more value in you as saving them money because they don't find it in your bookkeeping. I don't mean to be that mean. I had, I've had three bookkeeping firms. They don't, they, and I know they don't. They're just not finding it anymore, but that's ai. So anyhow.

Dan DeLong:

We are a little bit over on time. We appreciate as

Sharrin Fuller:

always those of you

Dan DeLong:

that stayed stick stuck around to yeah. To, to finalize this. I did launch the last poll question while we while we were, we're chatting there. So we appreciate you joining us. Now, next time in a couple year, a couple years, a couple weeks, we are gonna skips to hiatus, man. Yeah. The, next one, which will be two days before Christmas. Figuring people got other things to do rather than joining us for a power hour. So we'll skip the next one and then we'll start talking the new, in the new year, about 10 99. Yay

Sharrin Fuller:

story

Dan DeLong:

for that. Bryan, thanks again for coming on and, the best kept secret in accounting is now hopefully no longer the best kept secret because now people are aware. Now the Sharrin knows, I don't think,

Sharrin Fuller:

yeah, blow this sucker up. It's

Bryan Perdue:

kind. Cool.

Dan DeLong:

Yeah. Any final thoughts there, Bryan?

Bryan Perdue:

I just on that link I sent, I just put in the chat, just join. The best way to get started is just sign up for a meeting with us and then we'll walk you through the process. Use a real client and give you strategies, white label it for you, get you all set up, and then give you a free trial so you can share it with your clients.

Sharrin Fuller:

Oh, see that? Perfect. Sorry.

Bryan Perdue:

And we'll, do it, we'll do all the heavy lifting. Get you in there. And once you get in there, it gets addicting because then you can like, ask questions and get things done faster than you've ever done before. And it's fun.

Sharrin Fuller:

It's And it's gonna bring value. Yeah. It's if you could do something like this and you bring this into your business, you're not gonna have to worry about being replaced. You're just not. That's why my firm, we did taxes and bookkeeping and everything in one and payroll in one, because nobody's going to any other expert that they're like, eh, we're gonna go over here. They know more. I kept it in house with different experts handling, but something like this is just gonna allow you to really grow into that advisory and not use your, lose your clients. Give them something valuable, which is saving money.

Dan DeLong:

Yeah. And

Sharrin Fuller:

love it. I

Dan DeLong:

think, I think the biggest the biggest takeaway is that, AI is not gonna take your job or your client away, but someone who has adopted ai. Okay, that's Fair's gonna take

Sharrin Fuller:

yes, your

Dan DeLong:

client away, right? It'll either lap you or launch you. And this, is something that you can use to leverage to, to launch yourself and get yourself, up to speed to be able to make that leap to client advisory services even faster than well, okay. I'll take the, I'll take the pro advisor training that they give me for free.

Sharrin Fuller:

Good.

Dan DeLong:

Love it. Thanks again for, joining us today, Sharrin. It's always wonderful to see you and your, pickle, earrings and Christmas hat. And hope everybody has a blessed holiday season, and we will see you next year on the Power Hour.

Sharrin Fuller:

Happy holidays everyone.

Dan DeLong:

Bye now.