Accountex USA 2019 - Interview Pack

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Creation Date December 28th, 2019
Updated Date Updated November 27th, 2020
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All the interview episodes of the Cloud Accounting Podcast recorded LIVE at Accountex USA 2019 #AccountexUSA
  1. Mike Milan AKA "Cash Flow Mike" is one of the highest-rated instructors at the nation’s most prestigious banking schools on the topic of financial management for small business owners. He sat down with us at Accountex USA this summer to talk about why proper cash flow is crucial to business success and why accountants and bookkeepers should start with cash when it comes to adding advisory services. Like Mike says, you don't want to just be a "trusted advisor" — you want to be a "necessary advisor."
  2. Blake and David sat down with Jose Zavala and Tony Martinez at Accountex USA in Boston this past summer to learn about the quickly expanding Latinx market for accounting and bookkeeping services, the challenges and opportunities for both professionals and their clients in this market, and what the Latino Tax Professionals Association is doing to help educate the profession on how they can serve this growing community.
  3. What is top of mind for accountants these days? How do they view automation and the endless entreaties by influencers in the profession to dump compliance and shift to advisory services? To find out, we sat down at Accountex USA in Boston with editors of three of the top publications in the accounting industry: Daniel Hood, Editor-in-Chief of Accounting Today, Seth Fineberg, Managing Editor of AccountingWEB, and Jess Scheer, Executive Editor of Accountex Network. Put on your headphones or stick in your earbuds and join us for an entertaining, informative, and wide-ranging discussion.
  4. We're joined for a second time, at Accountex USA in Boston, by Roman H. Kepczyk, CPA, and Director of Firm Technology Strategy for Right Networks. This time we're examining the benefits of remote work, and talking about some of collaboration tools and strategies firms should use to enable remote work for their teams.
  5. Roman H. Kepczyk, CPA, Director of Firm Technology Strategy for Right Networks, joined the show at Accountex in Boston to talk security for accounting and bookkeeping firms. Listen to learn what you need to be doing as a firm owner to protect your firm and your clients' data from phishing, ransomware and malware attacks!
  6. The insightful and hilarious accounting rockstar Dawn Brolin, CFE, CPA, joins Blake and David at Accountex in Boston to talk about everyone's favorite topic, FRAUD! From the fraud triangle, to stupid fraudster tricks, to how you, too, with a few qualifications, can become a certified fraud examiner, Dawn shows us the fun, and colorful side of fraud detection!
  7. The sales tax implications of the South Dakota v. Wayfair, Inc. United States Supreme Court decision are far reaching — perhaps even more than accountants and bookkeepers realize! Blake and David sat down with sales tax experts Dena Oberst and Diane Yetter at Accountex USA in Boston to get an overview of the Wayfair decision, what it means for our clients, and what it means for our own professional services firms. You may not realize it, but the way you sell software and services via engagement letters could create "nexus" for your firm in many states, which might result in a burdensome compliance requirement. Tune in to learn more!

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