Clean up your QBO Products & Services for faster invoicing, accurate reporting, and smooth integrations. Use categories, naming conventions, price rules, and CSV/RightTool batch edits to fix bloated lists, map items correctly, reduce tax errors, and scale across inventory, sales.

Boost your QBO productivity with Universal Search—an underrated powerhouse hiding in plain sight. From transactions to reports, search nearly anything instantly and skip the click maze. Pair it with bookmarks and RightTool for an unstoppable workflow upgrade. It’s fast, efficient, and game-changing

In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Hector Garcia, CPA, to explore his journey from running a successful accounting firm to becoming a tech entrepreneur and thought leader in the profession. Hector shares the origin story of Right Tool, a Chrome extension designed to streamline navigation and workflows within QuickBooks Online, and how it’s grown to serve over 20,000 users. He also dives into Reframe, his educational company and annual conference that challenges traditional accounting models with a bold, creative approach. They discuss: ✅ The power of content creation in building authority ✅ How Right Tool emerged from a simple bookmark system ✅ Pricing psychology and confidence for accounting pros ✅ Reframe 2025’s theme: “Pricing With Confidence” ✅ The role of AI in reshaping the profession ✅ Subscription models, community building, and delivering value This episode is packed with insights on how to...

Boost your QBO productivity with Universal Search—an underrated powerhouse hiding in plain sight. From transactions to reports, search nearly anything instantly and skip the click maze. Pair it with bookmarks and RightTool for an unstoppable workflow upgrade. It’s fast, efficient, and game-changing

Project website for the paper 'Small Language Models are the Future of Agentic AI'