Cloud Accounting Podcast

MAY 27, 2019

Show Notes 03:06 -- High schoolers get certified in QuickBooks. You’ll learn how your practice can benefit from the full power of the Xero Platform and earn CPE credit. Register here. Twitter 04:24 -- Glendale man admits to embezzling $2.8-million

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Cloud Accounting Podcast

NOVEMBER 12, 2019

03:47 – News from QuickBooks Connect! December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities. Join us for an episode jam-packed with the latest QuickBooks Online product updates announced at #QBConnect, as well as lots more accounting and bookkeeping technology news!

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Cloud Accounting Podcast

MARCH 25, 2019

03:57 -- QuickBooks Live is now official — details on Intuit’s official Firm of the Future blog include the fact that Intuit has already hired 10 Boise-based ProAdvisors as part of the QuickBooks Live Bookkeeping team. Give us a review on iTunes and we’ll read it on one of our weekly shows. Could there be a correlation?

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Cloud Accounting Podcast

FEBRUARY 23, 2019

Recap of Botkeeper coverage and fallout, new questions, and the ethics of disclosing offshoring (00:53) In the previous episode , Blake and David discussed an email from Botkeeper CEO Enrico Palmerino to the firm’s accountant & CPA partners. For more on QuickBooks Live, listen to Episode 59. 15:18) Why does this matter?

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Cloud Accounting Podcast

APRIL 28, 2019

06:31 -- Here’s a story about a CPA who has partnered with other professionals to act as the single point of contact for all his client’s financial needs. 11:44 -- Intuit appears to be marketing QuickBooks Live to clients of ProAdvisors. 11:44 -- Intuit appears to be marketing QuickBooks Live to clients of ProAdvisors.

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Cloud Accounting Podcast

JULY 1, 2019

Louis 08:00 - Xero is launching apps.xero.com as the new Xero Marketplace 08:56 - Make the move from ‘trusted’ to ‘transformative’ | Accounting Today 10:59 - QuickBooks Live Bookkeeping update: Interested in becoming a QuickBooks Live Bookkeeper?

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Future Firm

SEPTEMBER 1, 2023

1) QuickBooks Online A true juggernaut in the small business accounting software space, QuickBooks Online is widely known across firms and self-employed business owners alike as one of the best accounting software products. AutoEntry was acquired by Sage in 2019, so expect to see some nice synergies if you’re on Sage.

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Cloud Accounting Podcast

SEPTEMBER 29, 2019

02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry, just got acquired by Sage !

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Jetpack Workflow

OCTOBER 12, 2023

With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with tools, strategy, and solutions to better than work and lives. Subscribe to our weekly newsletter, and get 32 free accounting workflow templates today!​​ sign me up!

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Cloud Accounting Podcast

NOVEMBER 18, 2019

You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you! First, you need some people! You’re Broke! Let them know!

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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.

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Cloud Accounting Podcast

OCTOBER 18, 2019

09:14 – Cruisin' on down the highway - QBO now offers mileage tracking | Insightful Accountant 09:57 – BQE Core is also offering mileage tracking | BQE 11:07 – David’s #1 prediction of 2019 comes true! Intuit QuickBooks 12:25 – Thanks to Nina Casey for sending in this story, and offering her insights!

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Cloud Accounting Podcast

AUGUST 30, 2019

01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019? Then, we discuss the seven reasons why Matt Paff dumped MYOB, why tax preparers are so hesitant to raise their rates, and why, if you’re a bookkeeper, the CPA is not your client.

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Cloud Accounting Podcast

AUGUST 19, 2019

03:26 – David takes QuickBooks Online Accountant for a spin the real world 05:30 – The new titanium-flavored Apple Card – all hype, no substance? 18:18 – Meet the winners of CPA Practice Advisor’s Tax & Accounting Technology Innovation Awards , which includes a win for BQE Software – one of our sponsors.

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Cloud Accounting Podcast

OCTOBER 17, 2019

21:29 – Why finding fraud is fun 23:05 – Forensic accounting - kicking ass and taking names is just part of the job description 25:46 – How to become a certified fraud examiner | ACFE 28:42 – Swearex 2019 Connect with Dawn LinkedIn [link] Website [link] Twitter [link] Get in Touch Thanks for listening and for the great reviews!

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Cloud Accounting Podcast

JANUARY 12, 2020

Show Notes 00:38 – Looking back - how many 2019 predictions came true? LinkedIn 29:33 – Millennials might be so 2019, but they still have some decent asks when it comes to employment | Boomer.com 31:31 – Open banking in the US? Visit jirav.com and start your 30 day free trial. That’s J-I-R-A-V dot com. See farther with Jirav.

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Cloud Accounting Podcast

AUGUST 10, 2019

Intuit QuickBooks 19:13 – What exactly is QuickBooks Live? Short answer: Uber for bookkeeping 20:48 – Intuit provides an actual demo of the QuickBooks Live service in their new add, narrated by Danny DeVito 22:30 – Blake Oliver - Voiceover talent for hire!

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Cloud Accounting Podcast

SEPTEMBER 18, 2019

04:46 – Come hail or high water, Tom prefers hosted (cloud) solutions, such as QuickBooks Online and QuickBooks Enterprise to keep client data safe. Subscribe Apple Podcasts: [link] Spotify: [link] Google Play: [link] Stitcher: [link] Overcast: [link] At the 2019 Accounting & Finance Show L.A.,

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Future Firm

MAY 17, 2022

If you want some more inspiration for your CPA firm, you can check out my 39-Must Listen Accounting Podcasts. For instance, here’s a presentation of mine at Xerocon 2019 on the topic of marketing for accountants: You can combine this with a lead magnet discussed in one of the tactics above. Take Hector Garcia, CPA for instance.

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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.

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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. That sort of baseline automation. RPA though is that extra layer right?

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IMA's Count Me

SEPTEMBER 4, 2019

If you recall, Sean recently received the New Jersey society of CPAs, 2019 ovation award in innovation and as an expert in technology, blockchain and data analytics. You can be a CPA, CMA, any, any of of the alphabet soup, right? What are some of the takeaways you had from what Sean had to offer?

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Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. They gave Wirecard an unqualified audit for years 2016 through 2019, while these accounts were supposed to exist. Did you know you could be using Synder to automatically do this for you? So that's Reynaldo Arellano. Thank you, Reynaldo. He's @LoganGrafTax.

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Cloud Accounting Podcast

JULY 25, 2019

This episode was recorded live at the Accounting & Finance Show LA at the Los Angeles Convention Center on July 24, 2019. Sponsor Accounting & Finance Show LA: [link] Show Notes 02:31 — QuickBooks Cloud Hosting Firm iNSYNQ Hit in Ransomware Attack — Krebs on Security ( [link] ) 09:50 — Trump’s Tax Law Threatened TurboTax’s Profits.

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Cloud Accounting Podcast

OCTOBER 29, 2019

Ethan talks about Boeing’s use of program accounting | The CPA Journal 15:30 – David finally weighs in – Given the emotional climate of investing, what exactly is GAAP used for? 23:28 – Innovation is the theme of Sage Intacct Advantage 2019 | GlobeNewswire 24:36 – Finance 3.0, Subscribe now , so you don’t miss out!

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Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. So, if they filed 2019 tax returns, and they have direct deposit turned on, Steven Mnuchin is saying you're gonna get your money in three weeks. There are some apps that do time tracking, and some apps that do expense tracking.

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Cloud Accounting Podcast

MARCH 21, 2020

In the 2019 Bill.com Hire/Fire Index survey of small businesses, more than half prefer to hire accounting firms that offer a wide range of accounting, tax, and financial services. Because I've got some stuff about the CPA exam; working from home in public accounting firms. Small businesses want client accounting services.

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Cloud Accounting Podcast

APRIL 11, 2020

But, right now, the SBA is processing in one day what they processed in all 2019. The business advisor, to the CPA firm can help navigate that with the client. It's somebody who has a finance professional, or a CPA, who can mobilize them very quickly, but that is- Erik Asgeirsson: [00:34:44] That's right. There are issues.

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Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. Since QuickBooks Live was announced? on Friday, June 26.

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Cloud Accounting Podcast

SEPTEMBER 7, 2020

Because, as we have discussed in the past, the hiring of CPAs. Well, it's actually not CPAs, it's the hiring of accounting degrees into CPA firms has declined by 30%. So, let's just say, Blake, now, I've busted my ass; I got my experience; I take the test; I'm a CPA. VOICEMAIL! That should be an option.

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Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. They wrote to every single field of QuickBooks Desktop, and every single field of QuickBooks Online.

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Cloud Accounting Podcast

SEPTEMBER 1, 2022

in late fees from pandemic | Accounting Today [link] IRS relieves penalties for 2019 and 2020 [link] 47:23 – KPMG to relocate NYC HQ as it downsizes office space | Accounting Today [link] 48:39 – Voicemail from Tyler Otto – Thank you! (1) davidleary on Twitter: "YES, YOU NEED TO FIND A NEW #Accountant!!!

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Cloud Accounting Podcast

AUGUST 3, 2020

David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. million in payroll in 2019. Blake Oliver: [00:00:20] This is huge!

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Cloud Accounting Podcast

AUGUST 25, 2020

Sponsors AccountingSuite: [link] LivePlan Bootcamp: [link] BQE CORE: [link] Show Notes 04:33 – One of this week's voicemail messages – Shana 06:40 - Increase your restaurant profits by tracking fiscal weeks in QuickBooks Online Advanced – Intuit QuickBooks 08:16 - Xero and TriNet provide full-service HR solutions to U.S.

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Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

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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! It's wasteful.

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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 Finance 1:02:32 – Saasable - Recurring Revenue Simplified – Intuit QuickBooks Get in Touch Thanks for listening and for the great reviews!

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