Sponsors SmartBooks Genie: https://cloudaccountingpodcast.promo/genie Analytix Solutions: https://cloudaccountingpodcast.promo/analytix BQE Succeed: https://cloudaccountingpodcast.promo/bqesucceed Show Notes 03:03 – Love by numbers? Here are seven reasons to date a finance professional | AICPA Insights 04:34 – Is $11K in Amazon gift cards worth a prison term? One Michael Mann associate is about to find out | Times Union 06:27 – Check out last week's episode for more MyPayrollHR discussion 07:20 ...
Feb 18, 2020•58 min•Ep. 160
Sponsors BREX: https://cloudaccountingpodcast.promo/brex Edgewood Business Solutions: https://cloudaccountingpodcast.promo/edgewood BQE Succeed: https://cloudaccountingpodcast.promo/bqesucceed Show Notes 03:03 – Oh, my! What big FAANGs you have! These five tech players have a combined $4.1 trillion market cap | Investopedia 05:22 – Setting the accounting world on fire – well, at least part of it | Sawyer County Record 06:09 – Cash is still king in NYC | NYT 08:06 – How the Astros brought their C...
Feb 11, 2020•54 min•Ep. 159
Sponsors G-Accon: http://cloudaccountingpodcast.promo/gaccon OnPay: http://cloudaccountingpodcast.promo/onpay BQE Core: http://cloudaccountingpodcast.promo/core Show Notes 00:50 – More Super Bowl earworms here | Ad Age 01:34 – Last week's discussion on tax-prep confidence levels 03:54 – Fake news or worthwhile information? You decide ! | Business Insider 06:38 – More helpful journalism from Biz Insider's Eric Rosenberg | Business Insider 10:09 – Which tax software is the best for firms? | CPA Tr...
Feb 03, 2020•53 min•Ep. 158
Sponsors Bill.com: https://cloudaccountingpodcast.promo/bill Timesheets.com: https://cloudaccountingpodcast.promo/timesheets OnPay: http://cloudaccountingpodcast.promo/onpay Show Notes 02:20 – Blake gets his nerd on in the hunt for the true meaning of goodwill 04:40 – Google hopes you won't pay attention to its new search results format | The Verge 06:47 – Reviews and feedback! Thank you! 07:31 – Our in-depth discussion of the four-day workweek is here 07:41 – How to stop serial meeting holders ...
Jan 26, 2020•56 min•Ep. 157
Sponsors QuickFee: https://cloudaccountingpodcast.promo/quickfee AccountingSuite: https://cloudaccountingpodcast.promo/asuite OnPay: http://cloudaccountingpodcast.promo/onpay Show Notes 01:52 – David can see clearly now, just in time to admire the cracked screen of his smartphone 02:42 – Blake's upping his skills game at Jirav, learning financial modeling 03:08 – Blake's second webinar - Webinar Recording: How to Build a Financial Model for an Accounting Firm | Jirav 04:25 – The most effective w...
Jan 19, 2020•59 min•Ep. 156
Sponsors QuickFee: https://cloudaccountingpodcast.promo/quickfee AccountingSuite: https://cloudaccountingpodcast.promo/asuite OnPay: http://cloudaccountingpodcast.promo/onpay Show Notes 05:31 – Fresh back from the Sage Accountants Advisory Council, in Dallas, Blake is basking in brisket afterglow and ready to talk cloud accounting! 06:21 – David takes a field trip to a real accounting firm! 07:53 – It’s tax season ! Yay … | Accounting Today 08:41 – Are IRS audits becoming an endangered activity?...
Jan 15, 2020•59 min•Ep. 155
Sponsors Jirav: www.jirav.com Hi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. “Jirav” sounds a lot like “giraffe” — and that’s no accident. Giraffes are the tallest animal in the world. That gives them a great view. Our goal at Jirav is to give you a similarly great view of what’s going on with your business. We do that by helping you understand where your business has been, and most importantly, predict w...
Jan 12, 2020•56 min•Ep. 154
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 01:48 – When it comes to staying organized, there’s only OneNote for Blake 04:24 – This one time, at Pod Camp ... David’s reminiscing about th...
Jan 06, 2020•51 min•Ep. 153
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 00:54 – Smart and Smarter? A look back at smartphones over the years | Reuters 01:03 – Tech years = dog years – we look at some of the massive...
Jan 02, 2020•45 min•Ep. 152
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 01:59 – What’s in a name? Ask Richard Kopelman , CEO of Aprio | Aprio 04:07 – The U.S. can’t seem to tear itself away from using paper checks,...
Dec 22, 2019•37 min•Ep. 151
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 01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could m...
Dec 16, 2019•50 min•Ep. 150
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! 01:41 – The number-one concern for accountants and bookkeepers - the art of pricing 02:44 – Heather provides a different perspective on the definition of value pricing 03:52 – Michelle encounters many accountants who want to double revenue without working on their mindset first 04:23 – Michael shares two key factors to getting v...
Dec 13, 2019•22 min•Ep. 149
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 01:25 – Meet the legends! 02:54 – Our guests share their biggest takeaways from QuickBooks Connect 2019 03:04 – For Michelle, it's AAA - apps, automation, and AI 03:28 – For Laura, it's the evolution of advisory 03:47 – Clayton's takeaways included latest iterations of cloud evolution and getting ready for new opportunities 04:54 – Clayton sheds some light on what he's doing now 06:04 – Laura's got her head and...
Dec 13, 2019•20 min•Ep. 148
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 02:05 – Meet Lee and Mary from Breakwater Accounting and Advisory! 02:48 – Meet Rhondalynn, author of " Pricing Value " 03:50 – Rhondalynn speaks to some of the challenges when it comes to adopting a value-pricing model 05:19 – How can you do value pricing if you never talk about value? 06:21 – Breakwater's challenge in moving to value pricing - really understanding the true value of the services they provide 0...
Dec 12, 2019•19 min•Ep. 147
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Meet the women behind Next Level Women Leaders - Stacy, Nancy, and Laura! 01:49 – Next Level Women Leaders focuses on helping women align who they are inside with how they appear on the outside 03:09 – Women tend to absorb the stories we're told growing up, along with the cultural expectations when creating their own stories 04:40 – In the accounting world, women have the dual challenges of finding thei...
Dec 12, 2019•29 min•Ep. 146
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Claudell is so far beyond MIA, we couldn't even say her name right! 01:05 – Who needs Claudell, when you have a real LIVE QuickBooks Live bookkeeper to talk with? Meet Pam Bingham! 01:30 – David's got a gazillion questions! 02:54 – Pam shares what it's like to be a QuickBooks Live bookkeeper 03:30 – Job-in-a-box - QuickBooks Live provides its bookkeepers with everything they need to start - from equipme...
Dec 11, 2019•14 min•Ep. 145
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 00:14 – We made the list ! Congratulations to fellow accounting professionals and former guests, such as Dawn Brolin , Roman Kepczyk , Ariege ...
Dec 10, 2019•36 min•Ep. 144
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Meet Ariege! 02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce 03:18 – How is Intuit helping small businesses succeed? Mainly through automation and a high level of quality 04:19 – Fear is not an option - with the obvious shortage of accountants, the only way to effectively help clients is with automation 05:38 – Ariege explains why the ...
Dec 09, 2019•25 min•Ep. 143
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 01:20 – Meet Ted! 02:59 – Ted talks about Intuit's impetus behind moving into the service game 03:28 – Confidence is key! Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help 04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services are very different 06:04 – QuickBooks Live is only available, currently, in the U.S., and all Live boo...
Dec 09, 2019•23 min•Ep. 142
Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 01:35 – Let's meet The Canadians! (Well, three of them, anyway …) 03:41 – Canada's no longer last in the lunch line with the increasing focus on QuickBooks Online 04:50 – Scott and Brad pontificate on the new QBO statement-importing feature 06:27 – How do Canadians approach cloud accounting, and all the innovation that comes along with it? 08:13 – Along with faster adoption of new tech, Canadian app development...
Dec 08, 2019•23 min•Ep. 141
Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:08 – Meet Mariana! 01:46 – What's a lawyer doing at an accounting conference? 04:22 – Mariana takes us to school on HIPAA 06:38 – Why should accountants and bookkeepers care about HIPAA? 06:58 – There are three types of entities that fall under HIPAA protection - healthcare providers, plans, or clearinghouses 08:19 – Any accounting system that contains names and addresse...
Dec 06, 2019•21 min•Ep. 140
Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 02:09 – Meet Kelly! 03:05 – Kelly talks true crime | WGN Radio 07:21 – It takes a balance - you need the 'yes' people and the naysayers to keep you from making crappy decisions 08:36 – The first step to changing your firm's culture - you've gotta know you have a problem! 10:21 – Speaking of problems, we talk about the melee surrounding audit watchdog, PCAOB, and KPMG | WSJ ...
Dec 06, 2019•31 min•Ep. 139
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 01:27 – Things to do in Tucson at 4:30 in the morning when your puppy has to go potty – listen to podcasts from former guests , like Scott Orn...
Dec 04, 2019•50 min•Ep. 138
Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:10 – What does David Appel do, precisely? 02:15 – If accounting happens in Vegas, does it have to stay in Vegas? 03:28 – Repetition is key to creating job satisfaction, personal validation, and economic value for your clients 05:30 – It's not about billable hours and recurring revenue, it's about creating the most economic value for not only your clients, but as many peo...
Dec 03, 2019•22 min•Ep. 137
Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:39 – Laura outlines her career path from school to VP of Finance 02:30 – Laura liked using the Sage Intacct product so much at a former company that she wanted to become part of Sage Intacct 04:25 – What's the difference between accounting and finance departments? 05:22 – Laura's excited to work on the tools that will help 'eliminate' the month-end close 06:15 – Laura ta...
Dec 03, 2019•17 min•Ep. 136
Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 03:38 – Angelo defines 'family office' 04:19 – Definitely not small potatoes! 'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars 06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks 07:16 – An effective virtual family office utilizes outsourcing and...
Dec 03, 2019•22 min•Ep. 135
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 00:32 – See Brad. Be like Brad . When in doubt, buy TWO Cloud Accounting Podcast shirts! 01:52 – Same ol' sitch ... The new slew of tech banks...
Nov 27, 2019•54 min•Ep. 134
Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:07 – Meet our guests! 01:48 – Aaron talks about what's on the horizon for Sage , including the launch of Intelligent GL | Sage 02:32 – Intelligent GL uses AI to provide continuous trust, and continuous insights that help customers make better business decisions 03:13 – Blasphemy! How dare you try to take away our close ... Ha! 05:02 – Brendan shares how AutoEntry will wo...
Nov 26, 2019•17 min•Ep. 133
Sponsors Bill.com: https://cloudaccountingpodcast.promo/bill Teampay: https://cloudaccountingpodcast.promo/teampay Show Notes 01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose! 01:29 – Bright lights, big city, and one CAP listener in the live audience! 02:07 – How does DonorsChoose work? 03:22 – Because they work with such a mind-boggling number of funds, DonorsChoose uses Sage Intacct to help them track the money 04:51 – Before Intacct, DonorsChoose d...
Nov 22, 2019•12 min•Ep. 132
Sponsors Bill.com: https://cloudaccountingpodcast.promo/bill Teampay: https://cloudaccountingpodcast.promo/teampay Show Notes 01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group 01:23 – Meet Kevin Cumley, director of the Sage Intacct Accountants Program 01:40 – What really is 'mid-market'? 04:34 – Doing cloud before cloud was a thing - Sage Intacct began as a cloud firm some 20 years back! 05:02 – Sage Intacct helps firms deliver outsourced accounting and financial services to the...
Nov 21, 2019•19 min•Ep. 131
