Cloud Accounting Podcast

OCTOBER 30, 2023

Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorate Josh's life, we are playing a eulogy delivered by Kenji Kuramoto at Josh's memorial service this past weekend.

CPA 70

CPA Accounting Accounting 70

Cloud Accounting Podcast

NOVEMBER 17, 2023

CPA Exam prep rockstars Peter Olinto and Roger Philipp join Blake and David to discuss the evolution of the CPA Exam over time, the importance of making studying entertaining, and challenges facing the accounting profession like public accounting burnout. 05:12) - Do you have any nightmare CPA exam stories? (10:39)

CPA 64

CPA Accounting Accounting 64

Cloud Accounting Podcast

SEPTEMBER 19, 2024

Blake and David meet with Kenyth Holdefer, who shares his unconventional path to becoming a CPA. Kenyth details how he obtained his bachelor's and master's degrees in just over four months through Western Governors University's competency-based education model, followed by passing all four CPA exams within six months.

CPA 49

CPA Accounting Accounting 49

CSI Accounting & Payroll

DECEMBER 10, 2023

As a small business owner, you know that you have to have current books. Should I hire an in-house CPA or use bookkeeping and tax services? Should I hire an in-house CPA or use a monthly accounting service? However, there are a few ways to achieve this. First, you need to know what each of these things entail.

CPA 52

CPA Payroll Bookkeeping Tax 52

Jetpack Workflow

OCTOBER 26, 2023

Additionally, the episode discusses the use of a recruiter to fill a senior role, the organizational structure and change management strategies of Step-by-Step Accounting, the speaker’s pricing strategy, and recommended books for business owners. The third book mentioned is “The E-Myth Revisited” by Michael E.

CPA 98

CPA Accounting Accounting 98

Invoicera

DECEMBER 18, 2023

Collaborative Accounting is a transformative approach to reshaping how CPAs and clients work together. Traditionally, the CPA-client relationship has been characterized by a one-sided flow of information, resulting in inefficiencies and missed opportunities. Start Free trial Book Free Demo What Is Collaborative Accounting?

CPA 52

CPA Accounting Accounting Invoicing 52

Outsourced Bookeeping

OCTOBER 20, 2023

Efficiency, accuracy, and cost-effectiveness are the pillars of success for Certified Public Accounting (CPA) businesses worldwide in the ever-expanding world of accounting and finance. Cost-Efficiency Aspect : CPA businesses may drastically cut their operational expenses by outsourcing to India.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services CPA Bookkeeping 52

Cloud Accounting Podcast

JANUARY 30, 2024

Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: [link] This week, Blake and David Leary sort through the mail and respond to a variety of listener emails and voicemails. Let the listeners of The Accounting Podcast know by running a classified ad.

CPA 49

CPA Accounting Accounting 49

Cloud Accounting Podcast

APRIL 26, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

CPA 98

CPA Financial Statements Accounting Accounting 98

Cloud Accounting Podcast

FEBRUARY 16, 2024

They discuss his inspiring path from cleaning carpets during the pandemic to pursuing his CPA and CMA, the disconnect many students feel between accounting theory and real-world application, the importance of bookkeeping skills, and considerations around starting his career at a Big Four firm or a smaller, more lifestyle-friendly firm.

CPA 52

CPA Accounting Accounting Bookkeeping 52

Cloud Accounting Podcast

DECEMBER 22, 2023

They also talk about an accounting reference in the new Trolls movie and the need for more diverse and positive CPA portrayals in media. They also talk about an accounting reference in the new Trolls movie and the need for more diverse and positive CPA portrayals in media.

CPA 64

CPA Auditing Tax Accounting 64

Cloud Accounting Podcast

MARCH 27, 2023

We'll dive deep into the pressing issues surrounding the 150-hour rule, the talent shortage facing CPA firms in Minnesota, and how MNCPA is exploring alternative pathways to licensure. Tune in as we explore innovative solutions for keeping the CPA career path competitive and bridging the gap for aspiring professionals.

CPA 52

CPA Accounting Accounting 52

Bookkeeping Express

NOVEMBER 29, 2023

Seeking advice from a qualified CPA helps in strategizing year-end moves for optimal tax benefits. The post 5 Ways to Get Your Books on Track for Year-End appeared first on Bookkeeping Express. Understanding these alterations is crucial for optimizing tax advantages. Preparing for tax season?

General Ledger 59

General Ledger Outsourced Bookkeeping Bookkeeping Services Bookkeeping 59

Cloud Accounting Podcast

MAY 16, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes KPMG pens deal with MindBridge to apply AI to digital audits | Accounting Today [link] We ran the CPA exam through ChatGPT and it failed miserably | Accounting Today [link] I Cloned Myself With AI.

CPA 52

CPA Auditing Tax Billing 52

Cloud Accounting Podcast

MAY 30, 2023

We're joined by Ashley the CPA (@seattle_tax) to talk about artificial intelligence coming soon to Microsoft products plus all the news you can use at the intersection of accounting and technology. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Hit the link below to get more info.

CPA 52

CPA Accounting Accounting 52

Cloud Accounting Podcast

DECEMBER 21, 2023

Lexy Kessler, National Pipeline Advisory Group (NPAG) chair and Sue Coffey, Chief Executive Officer – Public Accounting with AICPA join us for a special bonus episode to address the accounting talent crisis and talk about how we can improve the CPA pipeline. Let the listeners of The Accounting Podcast know by running a classified ad.

CPA 46

CPA Accounting Accounting 46

XY Bean Counters

FEBRUARY 1, 2022

4 MIN READ Tax season is here, and advisors are starting to take a more detailed look at their books in preparation for filing and sending financial statements to their tax accountants. So, what are some things to consider before passing anything on to your CPA?

CPA 52

CPA Tax Financial Statements Accounting 52

XY Bean Counters

FEBRUARY 1, 2022

4 MIN READ Tax season is here, and advisors are starting to take a more detailed look at their books in preparation for filing and sending financial statements to their tax accountants. So, what are some things to consider before passing anything on to your CPA?

CPA 52

CPA Tax Financial Statements Accounting 52

Cloud Accounting Podcast

NOVEMBER 7, 2022

Meet Our Guest, Jason Sheehan CPA, Director of Finance, Griid LinkedIn: [link] Learn more about Griid Website: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! We appreciate you!

CPA 52

CPA Accounting Accounting 52

Cloud Accounting Podcast

OCTOBER 30, 2024

In this episode, Amber Setter returns to discuss the AICPA and NASBA's newly proposed competency-based pathway to CPA licensure, offering a 150-hour-rule alternative. There's also talk on the challenges facing the profession, including stagnant salaries and declining CPA numbers.

CPA 49

CPA Accounting Accounting 49

Cloud Accounting Podcast

FEBRUARY 23, 2024

Blake and David meet with Geoffrey Brown of the Illinois CPA Society to examine some key findings from ICPAS's recent retention report, including top reasons for turnover, where departing accountants are going, and ideas for improving work-life balance. Let the listeners of The Accounting Podcast know by running a classified ad.

Accounting 99

Accounting Accounting CPA 99

Cloud Accounting Podcast

JULY 11, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

CPA 52

CPA Auditing Account Bookkeeping Tax 52

Cloud Accounting Podcast

OCTOBER 4, 2023

CPA LinkedIn : [link] Website : [link] Need CPE? CPA LinkedIn : [link] Website : [link] Need CPE? Sharon Lassar, Ph.D., Sharon Lassar, Ph.D., Meet Our Guest: Sharon Lassar, Ph.D., Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

CPA 88

CPA Accounting Accounting 88

Cloud Accounting Podcast

JUNE 13, 2019

Closing the books is a manual, error-prone, and time-consuming process. 01:56 - What's the value of the CPA these days? Sponsor FloQast: [link] Show Notes This episode is sponsored by FloQast. There has to be a better way than Outlook emails, Excel checklists, and endless status update meetings. Learn more.

CPA 40

CPA QuickBooks Accounting Software Invoicing 40

Cloud Accounting Podcast

AUGUST 10, 2022

There's not enough accountants (CPAs) : The Indicator from Planet Money : NPR [link] The Indicator from Planet Money : NPR [link] The Indicator from Planet Money [link] 06:03 – How to fix the leaky CPA pipeline [link] 17:04 – U.S. Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

CPA 40

CPA Financial Accounting Tax Accounting 40

Cloud Accounting Podcast

NOVEMBER 26, 2021

22:14 – In the weeds – what’s missing from the revised CPA Evolution Model Curriculum? In more positive news, we're getting into the weeds about the CPA Evolution Model Curriculum revision, and what it means for accounting education; what it got right, and what it totally left out. 26:21 – Can I get this in Excel?

CPA 40

CPA QuickBooks Accounting Accounting 40

Cloud Accounting Podcast

OCTOBER 4, 2024

Blake and David discuss a controversial TurboTax ad campaign encouraging people to "break up" with their tax professionals, analyze survey data on AI adoption in accounting firms, and critically examine proposed changes to CPA licensure requirements. Let the listeners of The Accounting Podcast know by running a classified ad.

Auditing 46

Auditing Tax CPA Accounting 46

Outsourced Bookeeping

AUGUST 12, 2024

Businesses seeking financial insights to optimize their operations, CPA firms wanting to attract more clients or add value through advisory services, and accounting entrepreneurs striving to establish or scale their firms all face one critical challenge: a lack of skilled accounting talent.

Outsourced Bookkeeping 59

Outsourced Bookkeeping Bookkeeping CPA Accounting 59

Earmark Accounting Podcast

AUGUST 9, 2024

Join Blake Oliver, CPA, and Scott Hodge, President Emeritus and Senior Policy Advisor at the Tax Foundation, for an engaging and insightful webinar that delves into the complexities of tax policy as discussed in Scott's new book, "Taxocracy."

Tax 49

Tax Corporation Tax CPA Bookkeeping 49

Cloud Accounting Podcast

MARCH 15, 2023

Join us for a conversation with Ken Bishop, President and CEO of NASBA, as he shares his insights into the shrinking CPA pipeline. We'll be discussing the controversial 150-hour rule and possible solutions to the growing accounting talent shortage. Meet Ken Bishop LinkedIn: [link] Learn more about NASBA Website: [link] Need CPE?

CPA 40

CPA Accounting Accounting 40

Jetpack Workflow

JULY 19, 2024

Here, you can manage the books for multiple clients and access other perks like advisory training, automatic month-end reviews, and being listed on QuickBooks’ “Find-a-ProAdvisor” directory. The post 14 Best Software for Accounting and CPA Firms (2024 Edition) appeared first on Jetpack Workflow.

CPA 52

CPA Payroll QuickBooks Accounting 52

Cloud Accounting Podcast

JULY 9, 2024

They also dig into the ongoing 150-hour rule debate, examining recent state board initiatives for alternative CPA pathways and concerns about the accounting talent pipeline. They criticize the current theoretical approach to accounting education, advocating for more practical, hands-on learning experiences.

Tax 49

Tax CPA QuickBooks Collections 49

Cloud Accounting Podcast

APRIL 1, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Get a run down of what's new with stimulus programs from our friend Justin Elanjian, CPA, including the Paycheck Protection Program, Employee Retention Credit, Shuttered Venues Operators Grant, and Restaurant Revitalization Fund.

CPA 40

CPA Accounting Accounting 40

Cloud Accounting Podcast

DECEMBER 6, 2023

Let the listeners of The Accounting Podcast know by running a classified ad. Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: [link] Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

CPA 67

CPA Accounting Accounting 67

Cloud Accounting Podcast

JUNE 7, 2024

Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: [link] Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page Anthony Venette, Director of Business Valuation and Advisory Services at DeJoy & Co.,

CPA 46

CPA Auditing Tax Accounting 46

Cloud Accounting Podcast

APRIL 12, 2023

(13:59) - Breakdown on how the IRS plans to spend that money (24:01) - Tax advice from TikTok (34:39) - What is the accounting pro's role in advising a client on taxes (37:47) - Accounting Today's April Fools Day post (39:40) - Minnestoa CPA Society gets a big supporter in CLA on the 150 rule (45:39) - Should we move the tax deadlines? (49:56)

Tax 98

Tax CPA Auditing Accounting 98

Cloud Accounting Podcast

OCTOBER 10, 2024

Wrapping things up, we’ve got listener questions about the value of CPA licenses and growing advisory services in accounting firms. Wrapping things up, we’ve got listener questions about the value of CPA licenses and growing advisory services in accounting firms.

CPA 46

CPA Auditing Accounting Accounting 46