SponsorFloQast: http://cloudaccountingpodcast.promo/floqastShow NotesThis 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 checklist
SponsorsHalon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShow NotesComing Soon! Get in TouchThanks for listening! Follow and tw
SponsorsHalon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShow Notes Coming soon! Get in TouchThanks for listening! Follow and t
SponsorsTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanHalon Tax: http://cloudaccountingpodcast.promo/halontaxShow Notes1:20 - Ben’s view of advisory and where it fits in with comp
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShownotes02:25 – Shawn explains the difference between a linear accou
SponsorLivePlan: http://cloudaccountingpodcast.promo/lpbootcampShow 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 t
Sponsors LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobal Show Notes00:57 – Meet one of the Two Jamies - Jamie McDonald, Ex
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Show NotesWe asked the question - What is Advisory? See the respon
SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes01:39 – 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-off
SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:35 – If you're moving to remote work, here are some key things to consider01:35 – Let's get digital, digital ... When going remote, all your company's data , and
SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:13 – 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
SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:40 – 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 lar
SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:17 – Meet Cash Flow Mike! 00:36 – Cash flow is king - It's how businesses keep their doors open01:26 – Mike teaches banks effective methods for communicating with
SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 b
SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 b
SponsorsBill.com: https://cloudaccountingpodcast.promo/billTeampay: https://cloudaccountingpodcast.promo/teampayShow Notes01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group01:23 – Meet Kevin Cumley, director of the Sage Intacct
SponsorsBill.com: https://cloudaccountingpodcast.promo/billTeampay: https://cloudaccountingpodcast.promo/teampayShow Notes01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose! 01:29 – Bright lights, big
SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:07 – Meet our guests! 01:48 – Aaron talks about what's on the horizon for Sage, including the launch of Intelligent GL |
SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes03:38 – Angelo defines 'family office' 04:19 – Definitely not small potatoes! 'Single' family offices are usually owned by
SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:39 – Laura outlines her career path from school to VP of Finance02:30 – Laura liked using the Sage Intacct product so muc
SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:10 – What does David Appel do, precisely? 02:15 – If accounting happens in Vegas, does it have to stay in Vegas? 03:28 –
SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes02:09 – Meet Kelly! 03:05 – Kelly talks true crime | WGN Radio 07:21 – It takes a balance - you need the 'yes' people and th
SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:08 – Meet Mariana!01:46 – What's a lawyer doing at an accounting conference? 04:22 – Mariana takes us to school on HIPAA0
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes01:35 – 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 Onli
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes01:20 – Meet Ted! 02:59 – Ted talks about Intuit's impetus behind moving into the service game03:28 – Confidence is key! Most of the small businesses without a
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – Meet Ariege! 02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce03:18 – How is Intuit he
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – 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
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – 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 ins
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes02:05 – 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 cha
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes01:25 – Meet the legends! 02:54 – Our guests share their biggest takeaways from QuickBooks Connect 201903:04 – For Michelle, it's AAA - apps, automation, and AI
SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! 01:41 – The number-one concern for accountants and bookkeepers - the art of p