Episode 3 - Ask My Accountant: Stop Using It as a Shoebox

Confused by QuickBooks’ “Ask My Accountant” account? You’re not alone.

In Episode 3 of the QuickBooks Wizard Podcast, Brian Cogan exposes one of the sneakiest bookkeeping monsters in the ledger: the Ask My Accountant account.

Too many business owners treat it like a digital shoebox — dumping mystery charges and telling themselves, “I’ll figure it out later.” The problem? Later never comes. And when tax season arrives, those missing details can cost you thousands in lost deductions and sleepless nights.

In this episode, you’ll learn:

• Why Ask My Accountant is not a permanent parking lot
• The psychology of procrastination in bookkeeping
• Real stories from business owners who lost (and saved) thousands
• The 4-step routine to keep AMA clean: Snap, Categorize, Leave Notes, Review Weekly
• How using AMA as a conversation tool with your bookkeeper can save you money and peace of mind

You’ll also hear from the Wizard, who offers wisdom and a warning, and from AMA himself — the monster who thrives on your bookkeeping chaos.

🎧 By the end, you’ll know exactly how to slay the Ask My Accountant monster and turn it from a junk drawer into a tool of clarity.

👉 Grab resources for this episode at: www.automatedbookkeepingaz.com/clarity

✨ Ready to take your books from chaos to clarity? Learn how ABA can help at AutomatedBookkeepingAZ.com/clarity