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 checklists, and endless status update meetings. FloQast was built by accountants for ... more
SponsorsHalon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShow Notes00:58 - Welcome to the Cloud Accounting Podcast!02:08 - Woodard Network is rebranded to Woodard Alliance02:55 - Right Networks turns Qui... more
SponsorsHalon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShow Notes00:58 - Welcome to the Cloud Accounting Podcast!01:40 - David observes folks are starting to get upset with “fetching” because it’s beco... more
SponsorsHalon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShow Notes00:53 - Welcome to the Cloud Accounting Podcast!01:49 - What made you want to join Xero?02:38 - Tony's background in software02:55 - How... more
SponsorsHalon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShow NotesComing Soon! Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what... more
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 tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like wha... more
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 compliance4:36 - What is Ben’s biggest challenge in his role as VP of Business G... more
SponsorsLivePlan: http://cloudaccountingpodcast.promo/liveplan HalonTax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalShow Notes00:56 – Welcome to The Cloud Accounting Podcast01:06 – David's at Scaling New Heights01:38 – Mayumi talks about life before CPA MOMS®03:... more
Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShownotes02:25 – Shawn explains the difference between a linear accountant and an exponential accountant04:24 – Get stuff done! Embracing the gig... more
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 to help build a strong advisory service 07:01 – Another model of combining bo... more
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, Executive GM, Product, Accounting and Global Services at Xero01:44 – Jamie M t... more
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 responses below in the transcript! Connect with Some Respondents!Melissa Mullett -... more
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-offsite backup process 03:14 – Don't get caught with your cloud down ... Just b... more
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 processes need to be digitized02:31 -- Having the right software and tools i... more
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 the accounting industry? 01:13 – For Accounting Today, Dan says tax and tech... more
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 largely underserved in the U.S. 04:59 – Uncle Sam wants you - even if you're ... more
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 small-biz owners01:50 – Mike teaches from the standpoint of necessary advisi... more
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 by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take ... more
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 by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take ... more
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 Accountants Program01:40 – What really is 'mid-market'? 04:34 – Doing cloud ... more
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 city, and one CAP listener in the live audience! 02:07 – How does DonorsCho... more
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 | Sage 02:32 – Intelligent GL uses AI to provide continuous trust, and continu... more
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 those with wealth ranging from tens to hundreds of millions of dollars06:21 ... more
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 much at a former company that she wanted to become part of Sage Intacct 04:25 –... more
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 – Repetition is key to creating job satisfaction, personal validation, and eco... more
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 the naysayers to keep you from making crappy decisions08:36 – The first step t... more
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 HIPAA06:38 – Why should accountants and bookkeepers care about HIPAA? 06:58 – Ther... more
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 Online04:50 – Scott and Brad pontificate on the new QBO statement-importing fea... more
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 an accountant or bookkeeper lack the confidence to reach out for help04:42 – ... more
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 helping small businesses succeed? Mainly through automation and a high level o... more
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 talk with? Meet Pam Bingham! 01:30 – David's got a gazillion questions! 02:... more
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 inside with how they appear on the outside03:09 – Women tend to absorb the stor... more
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 challenges when it comes to adopting a value-pricing model05:19 – How can you d... more
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 AI03:28 – For Laura, it's the evolution of advisory03:47 – Clayton's takeaways... more
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 pricing02:44 – Heather provides a different perspective on the definition of ... more