Cloud Accounting Podcast

MARCH 25, 2019

10:57 -- A 2018 survey shows that mandatory busy season Saturdays are on the decline at CPA firms, but a shocking number still require their staff to work weekends. 12:11 -- Meanwhile, 8 percent of CPA firms will hire “anyone who is breathing,” according to a survey of AICPA Engage 2018 attendees.

QuickBooks 40

QuickBooks CPA Bookkeeping Accounting 40

Cloud Accounting Podcast

JANUARY 7, 2019

Show Notes 2019 Hiring and Compensation Trends for Accounting Firms — CPA Practice Advisor — Check out these six trends hiring managers in public accounting need to know, as identified by research for the 2019 Robert Half Salary Guide for Accounting and Finance Professionals. But they’re far from gone.

Computation 40

Computation QuickBooks Customer Service Deposits 40

Cloud Accounting Podcast

JANUARY 23, 2019

The New $99 Tax Service for the Masses — CPA Trendlines — A new startup called Visor has just raised $9 million in financing to build a tax service for the masses. 16), signaling the latest burst of growth for that payment method. During that quarter, consumers made 52 million payments worth $14 billion via Zelle.

Expense Reports 40

Expense Reports Tax CPA Accounting 40

CapActix

OCTOBER 10, 2023

Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision. Unlike generic accounting solutions available in the market, this software is meticulously crafted to cater specifically to CPA firms and accountants.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Cloud Accounting Podcast

DECEMBER 5, 2019

Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus , and NOW, you can see our smiling faces on Instagram ! Meet Blake and David in person!

Accounting 40

Accounting Accounting Bookkeeping CPA 40

Cloud Accounting Podcast

MARCH 9, 2019

Show Notes 00:10 -- Top 50 Women In Accounting 2018 — Practice Ignition — The winners ranked among the highest on an “anonymised scoring system which took into account the communication of professional and community achievements.” Germany and the Netherlands. Germany and the Netherlands.

Accounting 40

Accounting Accounting Tax Accounts Payable 40

AvidXchange

FEBRUARY 13, 2023

Ali Lyon joined the company in 2018. Lyon, a certified CPA based in Utah, focuses on technology and finance, providing day-to-day support for their accounting solutions, serving as the lead with AvidXchange and helping with integration efforts with Yardi and MRI.

AP 52

AP Invoicing Billing Accounts Payable 52

IMA's Count Me

FEBRUARY 26, 2020

So I did this six month film fellowship program and out of that was the birth of my documentary, called All The Queen's Sources and All The Queen's Sources streamed on Netflix for a year from 27, 2018 to 2019. In 2018, Pope became a TED speaker with her impactful and timely TED Talk entitled ‘How whistle-blowers shape history.’

CPA 40

CPA Accounting Accounting Auditing 40

Future Firm

AUGUST 2, 2023

Table of Contents How to Choose a CPA Firm Name? While I think it’s possible to overthink this side of things (ex: Apple is a pretty bad name, yet it’s one of the most valuable companies in the world)… You still want a name that you’ll like, but also makes sense for your clients.

Accounting 52

Accounting Accounting Auditing Financial Services 52

Jetpack Workflow

OCTOBER 25, 2024

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA , owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy specializes in tax planning and business strategy for small businesses and has been active in the field since 2018.

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Billing Tax Small Business Accounting Bookkeeping 59

IMA's Count Me

JANUARY 22, 2020

So I am a CPA and I practiced in public accounting for 14 years in the audit space. So I met him in the fall of 2015, you know, another coach, another CPA who had turned into a coach. Sarah is an author, speaker and instructor on coaching and leadership development and an advocate for women in the CPA profession.

Accounting 40

Accounting Accounting CPA Auditing 40

IMA's Count Me

JULY 29, 2019

Five times she was named to the 40 under 40 by the CPA practice advisor and she was recognized four times as one of the most powerful women in accounting by CPA practice advisor and AICPA. Danielle is a true accounting expert and covers a number of topics relating to analytics and fraud for us.

CPA 40

CPA QuickBooks General Ledger Financial Statements 40

IMA's Count Me

JUNE 10, 2019

He does countless talks on blockchain and recently received the NJ CPA 2019 ovation award in innovation and our conversation, we talked a lot about blockchain but we also talked about other technologies and innovation which we'll get to in future episodes.

Computation 40

Computation CPA Auditing Accounting 40

IMA's Count Me

DECEMBER 4, 2022

Ane Ohm, is a CPA as well as co-founder and CEO of LeaseCrunch, a software company that helps companies simplify their lease accounting. So I know that when this was first enacted or talked about in 2018, it affected all of the public companies. Thankfully, I'm joined, today, by a true expert in this, infamously, thorny topic.

Accounting 40

Accounting Accounting Financial Statements CPA 40

IMA's Count Me

SEPTEMBER 4, 2019

You can be a CPA, CMA, any, any of of the alphabet soup, right? From the oversight bodies, be it the EU pushing out GDPR in May of 2018 be it other sort of regulations in, in, in other markets there is going to be that. And, and that's really the overall message that I have and the overall theme I've seen, right?

Accounting 40

Accounting Accounting Corporate Finance CPA 40

Future Firm

SEPTEMBER 1, 2023

12) Hubdoc Acquired by Xero in 2018, Hubdoc‘s claim to fame is its invoice fetching capabilities. 52) Zendesk Sell Zendesk acquired Base CRM in 2018 which became Zendesk Sell. 110) Simple Salon I’m a sucker for a cpa firms that niches well. It has a super-rich app marketplace as well (including a Xero integration).

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

IMA's Count Me

OCTOBER 16, 2019

And here I am today since July 1st of 2018 being an IMA's director of diversity and inclusion. Linda Devonish-Mills, CMA, CPA, CAE, MBA, IMA's Director of Diversity and Inclusion, is an accounting and finance professional with over 15 years of experience in the nonprofit industry.

CPA 40

CPA Accounting Accounting Financial Reporting 40

IMA's Count Me

MARCH 27, 2020

CMA, CSCA, CPA, is a professor in the Department of Accounting in the College of Business Administration at Kent State University, where she teaches financial accounting and managerial accounting. Wendy Tietz, Ph.D.,

Computation 40

Computation Accounting Accounting Financial Accounting 40

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. The Treasury Inspector General for Tax Administration said, in a report released on Thursday, that almost half of the audits on large companies from fiscal years 2016 through 2018 resulted in the IRS concluding that no additional tax was due. Thank you, Reynaldo.

Tax 40

Tax Auditing Deposits Accounting 40

IMA's Count Me

APRIL 26, 2020

Dr. Doug Boyle, CMA, CPA, serves as the Director of the Doctorate in Business Administration Program, the Nonprofit Leadership Program, and the High School Business Scholars Program and as the Accounting Department Chair at The University of Scranton. He is also an award winning researcher and teacher.

Accounting 40

Accounting Accounting Management Accounting CPA 40

IMA's Count Me

NOVEMBER 1, 2020

Brad Ledford, CMA, CPA, President of DHG Search in South Carolina, joins Count Me In to talk about today's job market. That looks way different. Closing: (20:48) This has been Count Me In IMA's podcast, providing you with the latest perspectives of thought leaders from the accounting and finance profession.

Accounting 40

Accounting Accounting CPA Auditing 40

IMA's Count Me

DECEMBER 18, 2019

And a summary of that was published recently in the CPA journal of the New York state society of CPAs. And as Mario mentioned, can be way to engage longer term investors and lower your cost of capital. And we're seeing the research bare that out. Mario : (15:01) Just to follow on Shari.

CPA 40

CPA Auditing Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 11, 2020

I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." It was only five percent of their total revenue in Q1 of 2018; now it's 45 percent. He wrote an article on CPA Trendlines called: "When Time-Based Pricing Works." I've got the Intuit acquisition of TradeGecko. I don't know.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MARCH 30, 2020

The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. There's a tweet from Meghan Valero, and she said that somebody, a Boston-area CPA, does not want to let his clients email tax documents, even if they're password-protected.

Accounting 40

Accounting Accounting Payroll Billing 40

Jetpack Workflow

MARCH 13, 2025

Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. However, her experience at the AICPA Leadership Academy in 2018 was a turning point. As a female auditor, she often felt out of place in this landscape.

CPA 59

CPA Accounting Accounting Auditing 59

IMA's Count Me

OCTOBER 16, 2022

I was reading your bio and I just think you've got a really great story starting off as a CPA and to where you are now. I my story I like to say I Forrest Gumped my way through my career, right, I started as a CPA went to law school and became a shingle lawyer doing a lot of small business venture capital transactions.

Financial Reporting 40

Financial Reporting CPA Management Accounting Accounting 40

Cloud Accounting Podcast

JUNE 28, 2020

he's a CPA first. In previous years it's been more; it's been over $100 million in 2018 and 2017. Clearly, some of their clients decided that they didn't need the service, but it's not like bookkeeping is unprofitable. There's been breadcrumbs along the way; there were questionable behaviors. They're faking their books."

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

APRIL 27, 2020

People are comparing their survey from March- I'm sorry, October 2018 to March 2020. David Leary: [00:06:48] -22 percent are having an issue weekly, and 15 percent monthly; just connectivity issues. People are reporting good signal on their cell service.

Accounting 40

Accounting Accounting Deposits Tax 40

Cloud Accounting Podcast

FEBRUARY 14, 2023

Biden vows to veto GOP plan to abolish the IRS; CPA exam takers down 25% since 2018; IRS too busy to replace old computers, suspends project Sponsors OnPay - [link] Relay - [link] First Republic Bank - [link] Need CPE? WSJ asks: "How can we make accounting cool?"; WSJ [link] Passing or failing?

Accounting 40

Accounting Accounting QuickBooks Deposits 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We appreciate you! We've actually talked about that.

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

JUNE 16, 2020

She's a CPA who joined FreshBooks, which is based in Toronto, about two months ago. Blake Oliver: [00:25:37] A cashflow application in 2018. As we discussed on one of the last episodes, the percentage of African-American CPAs is one percent in CPA firms. That's correct. I found out that partners, it's 0.3

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:18:06] There's a payment service that's targeted towards CPA firms that I've seen that does this, where you can offer your customers the ability to pay in installments, and they'll take on the risk of this. million) for the year ending December 31, which is up significantly from 2018. They had a loss of $139.6

Payroll 40

Payroll Tax Accounting Accounting 40