Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Shownotes 02:25 – Shawn explains the difference between a linear accountant and an exponential accountant 04:24 – Get stuff done! Embracing the gig economy with a Fiverr experiment 05:36 – Shawn shares some career background - from CPA to disruption strategist 07:37 – Accountants currently have a 94-percent chance of bei...
Aug 06, 2019•39 min•Ep. 101
Sponsors BQE CORE - http://cloudaccountingpodcast.promo/core Rewind.io - http://cloudaccountingpodcast.promo/rewind Show Notes 02:23 – Blake and David recap the ongoing iNSYNQ ransomware debacle 03:07 – Official iNSYNQ ransomware update ( https://www.insynq.com/support/#status ) 04:00 – iNSYNQ feedback from unhappy Tweeters 05:12 – Homeland Security's October 2018 warning about possible ransomware attacks ( https://www.msspalert.com/cybersecurity-news/dhs-warning-msps-csps/ ) 06:18 – Tweeting wi...
Aug 01, 2019•54 min•Ep. 100
Sponsors LivePlan: http://cloudaccountingpodcast.promo/liveplan HalonTax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal Show Notes 00:56 – Welcome to The Cloud Accounting Podcast 01:06 – David's at Scaling New Heights 01:38 – Mayumi talks about life before CPA MOMS® 03:13 – Why CPA MOMS® wants to be the “eHarmony” of the accounting world 05:45 – How CPA MOMS® helps its mompreneurs – the CPA Moms – provide top-level service to entrepreneurs...
Jul 31, 2019•22 min•Ep. 99
This episode was recorded live at the Accounting & Finance Show LA at the Los Angeles Convention Center on July 24, 2019. Sponsor Accounting & Finance Show LA: http://cloudaccountingpodcast.promo/accountingshowla Show Notes 02:31 — QuickBooks Cloud Hosting Firm iNSYNQ Hit in Ransomware Attack — Krebs on Security ( https://krebsonsecurity.com/2019/07/quickbooks-cloud-hosting-firm-insynq-hit-in-ransomware-attack/ ) 09:50 — Trump’s Tax Law Threatened TurboTax’s Profits. So the Company Start...
Jul 25, 2019•35 min•Ep. 98
Sponsors TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Halon Tax: http://cloudaccountingpodcast.promo/halontax Show Notes 1:20 - Ben’s view of advisory and where it fits in with compliance 4:36 - What is Ben’s biggest challenge in his role as VP of Business Growth in the Americas? 5:53 - The importance of book-to-tax workflow 8:23 - Ben’s background (how he got to be where he’s at) 10:28 - The problem with going too far into the ...
Jul 20, 2019•19 min•Ep. 97
Sponsors FloQast: http://cloudaccountingpodcast.promo/floqast AutoEntry: http://cloudaccountingpodcast.promo/autoentry Show Notes 00:53 - Welcome to the Cloud Accounting Podcast! 00:57 - Amazon’s Latest Experiment: Retraining Its Work Force | NYTimes ( https://www.nytimes.com/2019/07/11/technology/amazon-workers-retraining-automation.html ) 05:23 - The end of the war for talent? | Accounting Today ( https://www.accountingtoday.com/news/the-end-of-the-war-for-accounting-talent ) 08:39 - Companies...
Jul 16, 2019•33 min•Ep. 96
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Show Notes Coming soon! Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary . Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes . Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus . Subscribe Apple Podcasts: h...
Jul 15, 2019•19 min•Ep. 95
Sponsors FloQast: http://cloudaccountingpodcast.promo/floqast AutoEntry: http://cloudaccountingpodcast.promo/autoentry Show Notes 00:53 - Welcome to the Cloud Accounting Podcast! 04:34 - A California law now means chatbots have to disclose they’re not human | Quart 07:21 - 73% Think It's OK to Text Clients After Business Hours | SmallBizTrends 10:28 - Layoff Watch ’19: Walmart Accountants and Finance Workers In Charlotte, NC | Going Concern 14:58 - MYOB glitch sees 220 payment summaries sent in ...
Jul 13, 2019•30 min•Ep. 94
Sponsor FloQast: http://cloudaccountingpodcast.promo/floqast Show Notes Coming Soon! Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary . Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes . Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus . Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link...
Jul 10, 2019•16 min•Ep. 93
Sponsor FloQast: http://cloudaccountingpodcast.promo/floqast Show Notes 00:53 - Welcome to the Cloud Accounting Podcast 01:16 - We're at AICPA ENGAGE 2019 02:09 - What are the top threats facing the accounting profession? 04:53 - If I'm not doing audit, why would I go to the trouble of being a CPA firm these days? 06:07 - What's going on with the CPA in Canada 09:22 - Over the last 8 years, CPA hires have increased 4% but non-CPA hires have increased 10% 12:03 - What's with this Canadian firm ge...
Jul 08, 2019•31 min•Ep. 92
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Show Notes 00:53 - Welcome to the Cloud Accounting Podcast ! 01:27 - What are you looking forward to the most at Scaling New Heights ? 02:40 - How is the balance between desktop and cloud at the conference? 04:05 - What do you think about the Right Networks QB Desktop "Always On" announcement ? 06:23 - Why not just shift...
Jul 07, 2019•11 min•Ep. 91
Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes Coming Soon! Connect with Nayo Carter-Gray Follow Nayo Carter-Gray and 1st Step Accounting on Instagram. Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Subscribe Apple Podcasts: http://cloudacctpod.link/Appl...
Jul 03, 2019•19 min•Ep. 90
Sponsors FloQast: http://cloudaccountingpodcast.promo/floqast AutoEntry: http://cloudaccountingpodcast.promo/autoentry Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 01:45 - We got more reviews! Click here to leave a review on iTunes . 07:23 - Scaling New Heights 2020 will be in St. Louis 08:00 - Xero is launching apps.xero.com as the new Xero Marketplace 08:56 - Make the move from ‘trusted’ to ‘transformative’ | Accounting Today 10:59 - QuickBooks Live Bookkeeping update: Intereste...
Jul 01, 2019•58 min•Ep. 89
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Show Notes 00:53 - Welcome to the Cloud Accounting Podcast! 01:49 - What made you want to join Xero? 02:38 - Tony's background in software 02:55 - How do you respond to the observation that another non-American is taking over for Xero Americas? 03:31 - You think you have a long commute? Try Sydney to Denver! 03:52 - Is X...
Jun 30, 2019•18 min•Ep. 88
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Show Notes Coming Soon! Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary . Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes . Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus . Subscribe Apple Podcasts: h...
Jun 27, 2019•27 min•Ep. 87
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 01:40 - David observes folks are starting to get upset with “fetching” because it’s becoming an uncontrolled process … “it’s easier to build a stable process to get paper bank statements then manually scan them” 04:25 - Blake fills in David on Day 1 of Xerocon 0...
Jun 21, 2019•23 min•Ep. 86
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/liveplan Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 02:08 - Woodard Network is rebranded to Woodard Alliance 02:55 - Right Networks turns QuickBooks Desktop to 'Always On' | Accounting Today 06:45 - David's observation at SNH19: The vast majority of accountants/bookkeepers are turning away business 08:18 - David'...
Jun 19, 2019•15 min•Ep. 85
Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 8:42 — A listener asks if the CPA is worth it. Blake responds. 11:36 — CPA numbers have stagnated according to NASBA data 12:56 — How much is the CPA Exam worth in 2019? | Accounting Today — The CPA Exam, it seems, is not seen as a necessity by a significant percentage ...
Jun 17, 2019•48 min•Ep. 84
Sponsor BQE Software: http://cloudaccountingpodcast.promo/core Show Notes Click here to download the slides from the Facebook Live event. 00:58 - Welcome to the Cloud Accounting Podcast! 02:04 - Background on Shafat Qazi and BQE Software 13:11 - Background on BQE Core 25:25 - Live demo of BQE Core 34:31 - Demo of BQE Business Intelligence 44:23 - Demo of Core Intelligence 56:21 - Visit BQE and see Core Intelligence in action at Booth 64 at Scaling New Heights 57:48 - Learn more about BQE Core at...
Jun 16, 2019•1 hr•Ep. 83
Sponsor FloQast: http://cloudaccountingpodcast.promo/floqast Show Notes This episode is sponsored by FloQast . Closing the books is a manual, error-prone, and time-consuming process. There has to be a better way than Outlook emails, Excel checklists, and endless status update meetings. FloQast was built by accountants for accountants to help them close faster and more accurately. The bottom line: Teams relying on FloQast on average close three days faster. Learn more . 01:56 - What's the value o...
Jun 14, 2019•37 min•Ep. 82
Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes 00:24 - About Clint's firm Smart Business Concepts 01:50 - What's your tech stack? 04:16 - On premises versus cloud for manufacturing 05:45 - What were you doing before owning your own firm? 06:20 - Do your employees work remotely? 07:35 - Clint is hiring! 08:23 - What was your big takeaway from last year's Accounting Salon? 10:53 - What is something our listeners can only learn from Clint? 11:19 - What does "advisory" mean ...
Jun 13, 2019•14 min•Ep. 81
Sponsor CPA.com: http://cloudaccountingpodcast.promo/cpa Show Notes 00:16 - Welcome to the Cloud Accounting Podcast! 01:02 - Correction: Gappify is true automation (not fake bots) 03:09 - Jotham's background in the Big Four and then SOX compliance consulting 04:06 - What is Gappify Alan and what does it do? 07:13 - How does Alan work behind the scenes? 11:00 - The value proposition of Gappify for a midsize company 13:16 - About Gappify, including their participation in the AICPA startup accelera...
Jun 11, 2019•39 min•Ep. 80
Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 02:29 -- We got another review! Click here to leave a review on iTunes . 03:25 -- Canopy releases professional tax prep software | Accounting Today — Practice management software developer Canopy announced general availability Tuesday of Tax Prep, its professional tax preparation software. 08:10 -- Poll: What Percentage of your Firm’s Revenu...
Jun 11, 2019•41 min•Ep. 79
Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes 00:48 - Why start your own accounting conference? 01:47 - What is an "Accounting Salon"? 02:47 - What makes the Accounting Salon different 04:08 - Agenda for 2019 06:04 - How to nominate yourself (or another) to be invited next year 07:01 - Thank you to this year's sponsors! 07:38 - Visit AccountingSalon.com for more information Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary . Find us on Fa...
Jun 05, 2019•9 min•Ep. 78
Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 02:34 -- Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, putting it at 73 on Accounting Today’s Top 100 Accounting Firms list. 06:56 -- Sholto Macpherson asks, is QuickBooks Live a "Watershed moment or BAU?" — Twitter 10:02 -- Google’s Duplex Uses A.I. to Mimic Humans (Sometimes) — The New York Times — Google a...
Jun 03, 2019•41 min•Ep. 77
Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes 00:46 - Why Acuity is starting to offer tax services after being a solely advisory and bookkeeping firm for many years 02:07 - Kenji shares the background on his firm Acuity 04:56 - Acuity takes a B2B software startup approach to sales, unusual for an accounting firm 07:01 - Kenji shares why they don't call their bookkeepers "bookkeepers" 08:50 - How Acuity builds out their CAS technology stack and lessons learned along the ...
May 29, 2019•15 min•Ep. 76
Thank you to this week’s sponsor! This episode of the Cloud Accounting Podcast is sponsored by Xero. Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online ! You’ll learn how your practice can benefit from the full power of the Xero Platform and earn CPE credit. Register here . Show Notes 03:06 -- High schoolers get certified in QuickBooks... Desktop? Noooo! | Twitter 04:24 -- Glendale man admits to embezzling $2.8-million and filing fake tax return...
May 27, 2019•57 min•Ep. 75
Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 03:11 - Thanks for the reviews! Click here to leave a review on iTunes and we'll read it on the air. 05:44 - Elon Musk tells Tesla employees he'll review all of company’s expenses in new cost-cutting plan | FOX Business 07:20 - IRS statement and instructions regarding recent software outage | Internal Revenue Service 09:07 - QuickBooks Live Bookkeeping Update: May 2019 | Firm of the Future 15:29 - Intuit CEO in Internal Video:...
May 20, 2019•48 min•Ep. 74
This episode is sponsored by Xero. Xero Roadshow is coming to a city near you. Expand your knowledge and keep up with all things Xero. Show Notes 01:41 - Nicolas Cage Ponies Up $6.25 Million to Pay Back Taxes—But How Much Does He Still Owe? | E Online 03:14 - Wolters Kluwer takes services offline after malware attack | Journal of Accountancy 07:21 - What’s Behind the Wolters Kluwer Tax Outage? | Krebs on Security 12:20 - Read updates by Wolters Kluwer regarding the outage on their Facebook page ...
May 13, 2019•50 min•Ep. 73
Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 01:43 -- It looks like Intuit and H&R Block have been employing some super-shady marketing tactics for years to charge people who should otherwise have qualified to file their taxes for free. Here’s everything you need to know about the ProPublica “Free File” investigation. For more, be sure to read “ Here's How TurboTax Just Tricked You into Paying to File Your Taxes ,” and " TurboTax Deliberately Hid Its Free File Page f...
May 06, 2019•41 min•Ep. 72
