Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 02:47 – Building stronger relationships? You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webin...
Nov 18, 2019•1 hr 1 min•Ep. 130
Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:45 – Meet Valerie! 01:44 – Meet David! 02:09 – Live fast, cloud-account hard! David’s firm, ENVOLTA , has hit Hubdoc’s Top 50 North America...
Nov 13, 2019•34 min•Ep. 129
Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:17 – Acuity - firm of the future today - operating almost completely with a remote workforce! 03:54 – Is your job on the automation choppin...
Nov 09, 2019•41 min•Ep. 128
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:17 – Meet Cash Flow Mike! 00:36 – Cash flow is king - It's how businesses keep their doors open 01:26 – Mike teaches banks effective methods for communicating with small-biz owners 01:50 – Mike teaches from the standpoint of necessary advising, instead of trusted advising 03:41 – Want to add advisory to your practice? Learn how to tap into your experiences and tell that story 04:49 – Mike says it's imperative to ...
Nov 04, 2019•21 min•Ep. 127
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:40 – Welcome Jose and Tony! 01:13 – Tony explains the Latino Tax Professionals Association’s mission 02:37 – The fast-growing Latinx small-business market is largely underserved in the U.S. 04:59 – Uncle Sam wants you - even if you're an illegal immigrant - to pay your taxes 05:32 – There's a delicate balancing act of compliance with the IRS, or the government 06:31 – Jose tells undocumented clients that filing a...
Nov 03, 2019•31 min•Ep. 126
Show Notes Handles and Hashtags for Contes t Twitter: @CloudAcctPod Facebook: @CloudAccountingPodcast LinkedIn: @CloudAccountingPodcast Official QuickBooks Connect hashtag: #QBConnect Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary . Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser . Interested in sponsoring the Cloud Accounting Podcast? For details, ...
Nov 01, 2019•2 min
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:13 – We managed to get three editors from the top competing accounting media properties together in one spot! 00:35 – We asked the panel - what is top of mind in the accounting industry? 01:13 – For Accounting Today, Dan says tax and tech is at the top of readers' minds 02:00 – Dan reveals a bit about AccountingWEB's approach to sharing relevant accounting news 03:04 – Jess says tax law changes are what keep acco...
Oct 31, 2019•28 min•Ep. 125
Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:12 – Meet our guest, Ethan Rouen, Assistant Professor of Accounting at Harvard Business School 01:27 – The gentleman dissect Ethan’s articl...
Oct 29, 2019•44 min•Ep. 124
Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:16 – Putting a face to fraud - Michael Mann finally appears , at least in pictorial form | Daily Mail UK 01:18 – Practicing for his big act...
Oct 22, 2019•43 min•Ep. 123
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:35 – If you're moving to remote work, here are some key things to consider 01:35 – Let's get digital, digital ... When going remote, all your company's data , and processes need to be digitized 02:31 -- Having the right software and tools in place, along with digitized date ensures that you and your employees can work any place, any time 03:01 – As we discussed in Ep. 121 , security is a crucial component of sett...
Oct 21, 2019•20 min•Ep. 122
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 01:39 – With the rise in ransomware rampages, it's more crucial than ever to protect your company's data 02:07 – Roman explains the Right Networks disk-to-disk-to-offsite backup process 03:14 – Don't get caught with your cloud down ... Just because your data is in the cloud, doesn't remove your responsibility to make regular backups here on earth 04:05 – You can't tune a phish - Training employees to recognize phish...
Oct 20, 2019•17 min•Ep. 121
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay Show Notes 00:56 – How much pain has the Tax Cuts and Jobs Act caused? | WSJ 01:29 – Blake left his heart in San Francisco , with Jirav, where he's now director of marketing 03:17 – Blake's excited to get back to his old stomping ground, helping educate CPAs, and small-biz accountants and bookkeepers 04:24 – Veem and Xero team up to offer a kinder, gentler, less-clunky invoicing system | CPA Practice Advisor 07:37 – While it's not the pe...
Oct 18, 2019•1 hr 2 min•Ep. 120
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:48 – How can being a Bills fan ever be a bad choice? 01:40 – Fraudster Tip: If you're gonna steal the cash, stash it in your backyard! 02:36 – Dawn explains the geometry of fraud | ACFE 03:01 – The three steps leading to fraud - pressures, opportunity, and rationalization 04:55 – In the age of payroll automation, why do small-biz owners still insist on paying with paper checks? 05:26 – Time really is money, espec...
Oct 17, 2019•29 min•Ep. 119
Sponsors BQE Core - http://cloudaccountingpodcast.promo/core Show Notes 01:01 – Jennifer is bringing more than debits and credits to her accounting courses at UT 01:50 – Aspiring cloud accountants, get yourselves acquainted with high-quality video-conferencing software, such as Zoom! 02:56 – New new reviews! 04:44 – News from beyond the Cloud Accounting Podcast Studios! 05:09 – Are smart speakers recording your every word ? | Consumer Reports 07:15 – Have we sacrificed our privacy for the sake o...
Oct 06, 2019•50 min•Ep. 118
Sponsors BQE Core: http://cloudaccountingpodcast.promo/core Show Notes 01:44 – Another five-star review! 02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry, just got acquired by Sage ! | Sage 07:18 – Better late than never - Blake finally files is taxes! 10:15 – Fyre Festival - Accounting Version ...
Sep 29, 2019•1 hr 2 min•Ep. 117
Sponsor Right Networks: https://cloudaccountingpodcast.promo/rncloud Show Notes 00:53 – Meet Dena Oberst, CEO of Gable Tax Group 01:45 – Meet Diane Yetter, president of Yetter Tax, and founder of the Sales Tax Institute 04:11 – Diane gives a brief overview of the South Dakota v. Wayfair decision | AICPA 05:26 – According to South Dakota, a business’s physical presence is less important than its economic presence 06:50 – You gotta get up pretty early in the morning to go hang with the Supreme Cou...
Sep 26, 2019•43 min•Ep. 116
Sponsors BQE Core: http://cloudaccountingpodcast.promo/core Rewind: http://cloudaccountingpodcast.promo/rewind Show Notes 01:46 – Reminiscing with Will 03:03 – Will talks about life after YouTube and living life with Gusto! 04:12 – It's time for reviews! 06:37 – MyPayrollHR 101 - The nutshell version 07:31 – Catch up on our recent coverage in episodes 112 and 114 07:55 – Mum's the word, Mann | Albany Business Review 08:34 – It's always important to be proactive, especially AFTER committing fraud...
Sep 25, 2019•55 min•Ep. 115
Sponsor Podchaser: https://cloudacctpod.link/reviews Show Notes 01:41 – General Counsel Slavkin describes Cachet Financial Services as a sort of third-party vendor for payroll processing companies. 05:59 – Every ACH provider has their own patented process for payroll 06:45 – How MyPayrollHR’s owner, Michael Mann, did the deed, in technical detail 09:03 – Slavkin claims the assorted employee banks are to blame for the whole payment reversal fiasco 10:32 – According to Slavkin, banks have 60 days ...
Sep 19, 2019•37 min•Ep. 114
Sponsor Accounting & Finance Show LA: http://cloudaccountingpodcast.promo/accountingshowla Episode Notes 01:17 – The Cloud Accounting Podcast is gonna smoke Marijuana Daily in the iTunes charts, after this episode! 01:44 – A blunt history – how Bruce and Tom got started in the cannabis-accounting realm 02:50 – Bruce speaks to some of the challenges cannabis businesses face, when it comes to accounting 03:37 – The tables have turned when it comes to the types of clients served in a cannabis a...
Sep 18, 2019•31 min•Ep. 113
Sponsors BQE CORE: http://cloudaccountingpodcast.promo/core Rewind: http://cloudaccountingpodcast.promo/rewind Show Notes 03:22 – MyPayrollHR's simplistic sayonara | Krebs on Security 05:40 – Some questions, some blame, a whole lotta wrath | SearchHRSoftware 07:28 – Governor Cuomo's statement | NYDFS 09:06 – Will the real Michael Mann please stand up? | TimesUnion 10:32 – a brief primer on how a payroll service processes a payroll 12:03 – Bait and switch ... MyPayrollHR redirected employer funds...
Sep 15, 2019•46 min•Ep. 112
Sponsors BQE Core: http://cloudaccountingpodcast.promo/core Rewind: http://cloudaccountingpodcast.promo/rewind Show Notes 01:21 – Jet lag does cause memory loss ... | ScienceDaily 01:39 – Thanks to everyone who made our trip to Boston for Accountex a success! 03:18 – Just a little off the top … Hit up Xerocon Brisbane for a trim 04:22 – If you need some insight about pricing, like our listener, Danielbreez , check out the Soul of Enterprise podcast, or read Ron Baker's book on the subject 05:32 ...
Sep 12, 2019•34 min•Ep. 111
Sponsor Accounting & Finance Show: http://cloudaccountingpodcast.promo/accountingshowla Show Notes 00:32 -- Greetings from sunny L.A. and the Accounting and Finance Show! 01:33 -- Podcasting - Blake's gift to the world! 01:49 -- Meet Shannon Hay, VP at Live Oak Bank 02:44 -- Meet Dr. Curtis Cochran, President/CEO of Cochran Consulting 03:42 -- Why Cochran gives every new client a thorough exam 05:45 -- What are the key considerations for selling your accounting firm? 06:44 -- Are you worth l...
Sep 09, 2019•30 min•Ep. 110
Sponsors BQE Core: http://cloudaccountingpodcast.promo/core Rewind: http://cloudaccountingpodcast.promo/rewind Show Notes 01:25 – Why enjoy a nice relaxing Labor Day weekend, when you can go camping instead? 03:30 – Why are sock puppets writing accounting articles? 05:23 -- Blake talks about how to suss out sock puppets on LinkedIn, and teaches us how to do a Google Image Search 08:35 -- Time to clean house on your LinkedIn profile? | LinkedIn 12:30 -- Something’s rotten in the state of accounti...
Sep 07, 2019•54 min•Ep. 109
Sponsors BQE CORE: http://cloudaccountingpodcast.promo/core Sign up for Inclusion Without Assimilation , an event for for finance, accounting, and fintech, in Boston, on Friday, September 6 from 9 AM to 11:30 AM EDT at the WeWork at 501 Boylston Street. Show Notes 00:22 – Can you charge premium fees if you call yourself a bookkeeper? 01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019? 02:56 – Meghan shares the inspiration behind the Inclusio...
Aug 30, 2019•44 min•Ep. 108
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Show Notes We asked the question - What is Advisory? See the responses below in the transcript! Connect with Some Respondents! Melissa Mullett - Veem | LinkedIn Patti Scharf - Catching Clouds | Website Wayne Schmidt - TOA Global | Twitter Brooks Wheatley - System Six Bookkeeping | Website Nury Saenz - H&R Block Fra...
Aug 27, 2019•24 min•Ep. 107
Sponsors LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Halon Tax: http://cloudaccountingpodcast.promo/halontax TOA Global: http://cloudaccountingpodcast.promo/toaglobal Show Notes 00:57 – Meet one of the Two Jamies - Jamie McDonald, Executive GM, Product, Accounting and Global Services at Xero 01:44 – Jamie M talks career, and his new promotion 02:45 – What’s ahead for Hubdoc? Jamie M discusses the acquisition, some of Hubdoc’s newest time-saving features, and plans for building a mor...
Aug 26, 2019•21 min•Ep. 106
Sponsors BQE CORE - http://cloudaccountingpodcast.promo/core Rewind.io - http://cloudaccountingpodcast.promo/rewind Show Notes 01:25 – Happy Birthday, Blake! 03:26 – David takes QuickBooks Online Accountant for a spin the real world 05:30 – The new titanium-flavored Apple Card – all hype, no substance? | ZDNet 07:45 – A few of QBOA’s underperforming features - the Accountants Apps Program and Slack - are getting the boot as Intuit keeps searching for a more perfect integration 12:04 – Xero’s Mar...
Aug 19, 2019•42 min•Ep. 105
Sponsors BQE CORE - http://cloudaccountingpodcast.promo/core REWIND.io - http://cloudaccountingpodcast.promo/rewind Show Notes 01:38 – Welcome Ben Wann, CMA, CPA, and MBA to the show! 02:39 – Notable industry departures: Matt Rissell exits TSheets amidst some corporate remodeling | BoiseDev Jennifer Warawa parts ways with Sage and the accounting industry | Accounting Today Blake Oliver departs FloQast | LinkedIn 07:46 – Seriously, you are not a tree. Move around! How career expectations have shi...
Aug 15, 2019•51 min•Ep. 104
Sponsor LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Show Notes 00:31 – A personal word of thanks to our sponsors 01:00 – Sabrina and Kathy define advisory from their perspective 03:05 – Finding the why - Asking the right questions to help build a strong advisory service 07:01 – Another model of combining bookkeeping and advisory - former guest, Kenji Kuramoto 10:22 – Worth repeating: Bookkeeping is not what creates value in the mind of the business owner 11:37 – Adapt or die ... Sto...
Aug 13, 2019•35 min•Ep. 103
Sponsors BQE CORE: http://cloudaccountingpodcast.promo/core Show Notes 00:08 – Blake and David talk politics for a brief moment in time ... 00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way. 01:24 – Yang's take on "reality TV" style elections |The Hill 02:04 – What it takes to hit the debate stage | NYTimes 04:34 – The ransomware wars go mainstream, when the latest attack on QuickBooks hits "action" news channels, like...
Aug 10, 2019•44 min•Ep. 102
