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Accounting Podcast Network: Interviews

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Created May 28, 2021

Updated November 15, 2021

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  1. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with David Learytwitter.com/davidlearyfacebook.com/davidlearylink
  2. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Ryantwitter.com/ryankwatsonfacebook.com/ryan.watson.986227li
  3. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Lorilyn twitter.com/LorilynWilsonfacebook.com/lorilyn.crumli
  4. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Jefftwitter.com/jeffphillips_linkedin.com/in/jeffaccountingf
  5. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Kenjitwitter.com/kenjikuramotofacebook.com/kenjiklinkedin.co
  6. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Blaketwitter.com/blaketoliverlinkedin.com/in/blaketoliverwww
  7. Sponsor Want to sponsor this podcast?  Get in Touch with Pattitwitter.com/PScharfCPAlinkedin.com/in/catchingcloudscatchingclouds.netGet in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksL
  8. Stories in this episode: Deloitte Gets Hacked: What We Know So FarWorking Remotely: Zoomtopia 2017 The Great DebateTHE UNTOLD STORY: How Xero took a band name and changed accounting for a million companies4 Reasons Why You Shouldn’t Bother Movi
  9. Stories in this episode:Blockchain: An opportunity for accountants? Or a threat?My Look at QuickBooks Connect 2017Accountants Gear Up For AI Disruption50% of Businesses Still Use Paper Checks - But They Won't for LongThe Economic and Strategic
  10. In this episode:PwC and Northern Trust launch blockchain auditKPMG offers IBM Watson-enabled accounting toolsNo Coffee Breaks Needed: Companies Add Software Robots to WorkforceThe Evolution of the One Firm Client PracticeWhy Artificial Intellig
  11. SponsorWant to sponsor this podcast?  Get in Touch with Nicolehttps://twitter.com/wifemomcpa100https://www.tiktok.com/@wifemomcpa100?lang=enhttps://www.linkedin.com/in/nicoledaviscpa/http://www.nicoledaviscpa.com/about.htmlhttps://www.bd-accoun
  12. Follow Ted Callahanhttps://www.linkedin.com/in/tedcallahan/https://twitter.com/_tedcallahanSunset TradeGeckohttps://www.tradegecko.com/sunsetGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeT
  13. Follow Ben Richmondhttps://www.linkedin.com/in/ben-richmond-ca-b8794220/https://twitter.com/benrichmond1Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Fa
  14. SponsorsOdoo: https://cloudaccountingpodcast.promo/odooClient Hub: https://cloudaccountingpodcast.promo/clienthubRewind: https://cloudaccountingpodcast.promo/rewindMeet LizLinkedIn: https://www.linkedin.com/in/masonliz/Twitter: https://twitter.
  15. Get in TouchThanks 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.
  16. SponsorsRewind: https://cloudaccountingpodcast.promo/rewindOdoo: https://cloudaccountingpodcast.promo/odoo Client Hub: https://cloudaccountingpodcast.promo/clienthubShow Notes1:45 – The Interview with AICPA’s Ed Karl https://www.cloudaccounting
  17. Show NotesHow to Collect $1.4 Trillion in Unpaid Taxeshttps://www.nytimes.com/2021/03/20/opinion/sunday/unpaid-tax-evasion-IRS.htmlGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and
  18. Show Notes(1:50) Paycheck Protection Program(8:18) Employee Retention Credit(18:18) Shuttered Venues Operators Grant(25:29) Restaurant Revitalization FundGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and
  19. SponsorWe'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible.Visit https://accountingsalonconversations.promo/ripplingGet in Touch with Ryantwitter.com/ryankwatsonfacebook.com/ryan.watson.986227li
  20. GuestsShehan Chandrasekera, CPAhttps://www.linkedin.com/in/shehanc/CPA Practice Advisor 40 Under 40 honoreeHead of Strategy for Tax at CoinTrackerDr. Sean Stein Smith, CPAhttps://www.linkedin.com/in/dr-sean-stein-smith-dba-cpa-63307444/Assistan
  21. Meet Ed KlessLinkedIn - https://www.linkedin.com/in/edkless/Twitter - https://twitter.com/edklessSage - https://www.sage.com/en-us/blog/author/ed-kless/Sage Thought Leadership Podcast – https://sagethoughtleadership.comThe Soul of Enterprise –
  22. Show Notes2:58 - Additional Expenses eligible under PPP Loan forgiveness4:42 - Tax implications of PPP forgiveness07:15 - Simplified loan forgiveness applications and documentation requirements10:12 - Allotment for the 2nd round of PPP funds 10
  23. Purchase Controller's Code: The Secret Formula to a Successful Career in Finance on Kindle: https://www.amazon.com/dp/B0872JRBF4/ref=cm_sw_r_tw_dp_U_x_n.pPEbHQAPR1PConnect With … Mike Whitmire on Linkedin: https://www.linkedin.com/in/michaelcwh
  24. 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
  25. 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
  26. 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
  27. 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
  28. 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
  29. 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
  30. 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
  31. 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
  32. 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
  33. 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 –
  34. 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
  35. 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
  36. 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 |
  37. 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
  38. 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
  39. 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
  40. 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
  41. 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
  42. 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
  43. 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
  44. 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
  45. SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:48 – 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 g
  46. SponsorsBQE Core: http://cloudaccountingpodcast.promo/coreRewind: http://cloudaccountingpodcast.promo/rewindShow Notes01:46 – Reminiscing with Will  03:03 – Will talks about life after YouTube and living life with Gusto!  04:12 – It's time for
  47. SponsorPodchaser: https://cloudacctpod.link/reviewsShow Notes01:41 – 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 patente
  48. SponsorAccounting & 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
  49. SponsorAccounting & Finance Show: http://cloudaccountingpodcast.promo/accountingshowla Show Notes00:32 -- 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
  50. SponsorsBQE CORE: http://cloudaccountingpodcast.promo/coreSign 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 S
  51. 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
  52. 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
  53. 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
  54. 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
  55. This episode was recorded live at the Accounting & Finance Show LA at the Los Angeles Convention Center on July 24, 2019.SponsorAccounting & Finance Show LA: http://cloudaccountingpodcast.promo/accountingshowla Show Notes 02:31 — QuickBooks Clo
  56. 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
  57. 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
  58. SponsorFloQast: http://cloudaccountingpodcast.promo/floqastShow NotesComing Soon! Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a re
  59. SponsorFloQast: http://cloudaccountingpodcast.promo/floqastShow Notes00:53 - Welcome to the Cloud Accounting Podcast01:16 - We're at AICPA ENGAGE 201902:09 - What are the top threats facing the accounting profession?04:53 - If I'm not doing aud
  60. SponsorElefant: http://cloudaccountingpodcast.promo/elefantShow NotesComing Soon! Connect with Nayo Carter-GrayFollow Nayo Carter-Gray and 1st Step Accounting on Instagram. Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @D
  61. 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
  62. 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
  63. SponsorBQE Software: http://cloudaccountingpodcast.promo/coreShow NotesClick here to download the slides from the Facebook Live event.00:58 - Welcome to the Cloud Accounting Podcast!02:04 - Background on Shafat Qazi and BQE Software13:11 - Back
  64. SponsorElefant: http://cloudaccountingpodcast.promo/elefantShow Notes00:24 - About Clint's firm Smart Business Concepts01:50 - What's your tech stack?04:16 - On premises versus cloud for manufacturing05:45 - What were you doing before owning yo
  65. SponsorCPA.com: http://cloudaccountingpodcast.promo/cpaShow Notes00:16 - Welcome to the Cloud Accounting Podcast!01:02 - Correction: Gappify is true automation (not fake bots)03:09 - Jotham's background in the Big Four and then SOX compliance c
  66. SponsorElefant: http://cloudaccountingpodcast.promo/elefantShow Notes00:48 - Why start your own accounting conference?01:47 - What is an "Accounting Salon"?02:47 - What makes the Accounting Salon different04:08 - Agenda for 201906:04 - How to n
  67. SponsorElefant: http://cloudaccountingpodcast.promo/elefantShow Notes00:46 - Why Acuity is starting to offer tax services after being a solely advisory and bookkeeping firm for many years02:07 - Kenji shares the background on his firm Acuity04:
  68. Show NotesThis episode is sponsored by Veem, the easiest way to send money internationally. Sign up today and earn 10,000 VeemBack points on your first transaction.**Restrictions apply. Visit the Veem website for details.This bonus episode of t
  69. Show NotesVIDEO: Blake chats with Amy Vetter at the AICPA Controllers Conference — LinkedIn — I caught up at the FloQast booth with award-winning executive, author, and keynote speaker Amy Vetter at the AICPA Controller's Conference to chat abo
  70. Scott runs Operations at Kruze Consulting, a fast growing Startup CFO Consulting firm that works with over 160 startup clients. Kruze is based in San Francisco with clients in the Bay Area, Los Angeles and New York. In addition to his Operation
  71. Connect with Sean on LinkedIn and Twitter.Subscribe: Listen on iTunesListen on Google Play
  72. Show NotesNew Bank Feeds using Tokens — Insightful Accountant — This overhaul provides a faster and more reliable method for connecting with your bank so that your account transactions stay up to date with fewer sync errors. Initially, three ba
  73. Stories in this episode:Stephen Kelly ousted as Sage CEO after dismal results and faltering transformation — DiginomicaWhy Technology Won't Hurt Client Relationships — AccountingWebKevin Garnett Sues Accountant Over $77 Million Lost To Wealth M
  74. Show NotesLearn more about Practice Ignition and connect with Guy Pearson on LinkedIn. Visit his accounting firm Interactive Accounting.Read The Global Talent Crunch report by Korn Ferry to learn how global talent shortages will constrict growt