Cloud Accounting Podcast

JUNE 1, 2023

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more! With $3 Billion. Hit the link below to get more info.

CPA 52

CPA XERO AP QuickBooks 52

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

MARCH 10, 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.

General Ledger 59

General Ledger QuickBooks CPA XERO 59

Jetpack Workflow

JANUARY 4, 2024

Heyward, the principal at Heyward CPA. Learn more and book your demo here. They will also gain insights into the host’s tech stack for practice management and accounting, including their preference for Xero over QuickBooks Online. While he briefly mentions other technologies as well.

QuickBooks 52

QuickBooks CPA Accounting Accounting 52

Cloud Accounting Podcast

JULY 14, 2023

41:19) - Meryl gives her take on the PwC scandal in Australia (47:38) - Are 2 new Australian tech companies coming for Xero's throne? (55:25) 41:19) - Meryl gives her take on the PwC scandal in Australia (47:38) - Are 2 new Australian tech companies coming for Xero's throne? (55:25) Hit the link below to get more info. (39:20)

XERO 52

XERO CPA Tax Bookkeeping 52

Cloud Accounting Podcast

JUNE 20, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes How much did Congress lose by defunding the IRS? link] Elon Musk Calls Remote Work Morally Wrong 'B t' [link] ESG accounting startup Omnevue secures $3.1 Hit the link below to get more info.

Auditing 52

Auditing CPA XERO Account Bookkeeping 52

Cloud Accounting Podcast

NOVEMBER 16, 2022

CPA Trendlines [link] 24:49 – Caleb L. in Unpaid Fees [link] 50:05 – Xero Shares Hit Lowest Level Since March 2020 After CEO Announces Retirement [link] Connect with Joe Woodard LinkedIn : [link] Twitter : [link] Website : [link] Register for Scaling New Heights 2023: [link] Get in Touch Thanks for listening and for the great reviews!

XERO 52

XERO CPA QuickBooks Accounting 52

accountingfly

AUGUST 8, 2024

These are just a few of our top remote accounting candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!

Accounting 52

Accounting Accounting QuickBooks CPA 52

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

Accounting 52

Accounting Accounting QuickBooks CPA 52

Cloud Accounting Podcast

JULY 25, 2021

There's more voicemail feedback on the CPA issue, and in app news, Relay Financial releases advanced bill pay, accounting startup Proper raises $9 million to do the books for property managers, and we've got updates from Xero, QuickBooks, Apple, and more!

XERO 40

XERO CPA QuickBooks Payroll 40

Cloud Accounting Podcast

DECEMBER 9, 2021

Also, NASBA is going silent on CPA exam performance, but we've got tips from Liz Kolar on how to keep prepping students for the Evolution. In app news, we've got Xero updates, word from Microsoft Teams, Apple, and much more! Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

Tax 40

Tax CPA XERO Bookkeeping 40

Cloud Accounting Podcast

JULY 28, 2022

tax Royalwise Solutions: learn.royalwise.com Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.

Microsoft Excel 40

Microsoft Excel Accounting Accounting XERO 40

Cloud Accounting Podcast

MARCH 31, 2021

Billion Valuation [link] 35:11 - BQE Software secures growth investment for accounting suite [link] BQE Software Secures Significant Growth Investment from Serent Capital [link] 36:01 - Dallas Tech Startup, BaCo Tech, Receives US Patent for CPA Firm Transaction-Based Workflow [link] 37:12 – A review! Thank you, Adam CPA!

XERO 40

XERO CPA Collections Auditing 40

Cloud Accounting Podcast

JUNE 11, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Liz Mason, CPA and CEO of High Rock joins the show! We're talking Arizona, today, specifically around the Maricopa County election audits, and we'll hear about some of Liz's insights into her own firms, and her work with Xero.

XERO 40

XERO QuickBooks Accounting Accounting 40

Cloud Accounting Podcast

JUNE 24, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We've got a plethora of news today, including the reasons behind IMA's concerns about AICPA & NASBAs new accounting curriculum, and why accountants are passing on getting the CPA license.

CPA 40

CPA Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

APRIL 14, 2022

tax Firmsta: firmsta.com Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Closes $2 MM Seed Funding to Automate Financial Planning and Analysis and Help Businesses 'Know Their Numbers' [link] Docyt raises $11.5M We appreciate you!

XERO 40

XERO CPA Billing Tax 40

Cloud Accounting Podcast

NOVEMBER 3, 2021

We’ve got news from Gusto, Audit Sight, and Xero, as well. [link] 10:15 – Scaling New Heights 2022: Thrive [link] 11:13 – Parker Conrad’s Rippling is now valued at $6.5 link] 10:15 – Scaling New Heights 2022: Thrive [link] 11:13 – Parker Conrad’s Rippling is now valued at $6.5 Hit the show notes for the link to get more info.

Accounting 40

Accounting Accounting CPA XERO 40

Cloud Accounting Podcast

OCTOBER 7, 2021

Sponsors Rippling: [link] DEXT: [link] Dark Horse: [link] Show Notes 5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA! Hit the show notes for the link to get more info.

QuickBooks 40

QuickBooks CPA XERO Auditing 40

Cloud Accounting Podcast

AUGUST 26, 2021

We've got a TikTok sorority future CPA's take on managing the millions that her sorority took in, why an interior designer loves doing bookkeeping, how to work two jobs at once, and PwC is (again) delaying return to office. Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? All this, and much more.

CPA 40

CPA XERO QuickBooks Bookkeeping 40

Cloud Accounting Podcast

JUNE 12, 2018

Top 10 Accounting Firm IT Survey Surprises — CPA Practice Advisor — An IT survey reports that more than half of midsize and large accounting firms (51%) have outsourced their entire IT infrastructure to the cloud. This is a noticeable increase from 2016, when only 23% had made the jump. HPC is a 100% online accounting firm.

General Ledger 40

General Ledger Payroll CPA XERO 40

Cloud Accounting Podcast

JULY 8, 2021

Sponsors Odoo: [link] Dark Horse: [link] AFO Wealth Management Forward: [link] Show Notes 2:49 – Blake and David talk high-tech dining 10:00 – A listener voicemail about the CPA get/not get issue! We guarantee you’ll have a better chance of us hearing you than if you called the IRS!

Payroll 40

Payroll CPA XERO Tax 40

Cloud Accounting Podcast

AUGUST 30, 2019

Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEB Connect with Meghan Blair-Valero Twitter: [link] LinkedIn: [link] Get in Touch Thanks for listening and for the great reviews! All this, some great reviews from our listeners, and more!

Bookkeeping 40

Bookkeeping CPA XERO QuickBooks 40

Cloud Accounting Podcast

MAY 20, 2022

35:22 – Logan Graf YouTube Video – How Much Money I made In 2021 As A First Year CPA Firm Owner [link] 38:38 – Listener mail from Tyler – Thank you! 41:20 – Listener mail from Sarah – Thank you! 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 40

CPA XERO Financial Reporting Payroll 40

Future Firm

APRIL 4, 2022

Here it says, “get started”, but it can say, “book a call” or anything along those lines…. If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. You: Seeing as you say your books not be fully accurate, how would it make you feel if the government audited your books?

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Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

JUNE 2, 2019

Sponsor Xero: [link] Show Notes 02:34 -- Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, putting it at 73 on Accounting Today’s Top 100 Accounting Firms list. Dan Wernikoff, the former GM of QuickBooks and TurboTax.)

QuickBooks 40

QuickBooks CPA Bookkeeping Services Bookkeeping 40

Invoicera

DECEMBER 31, 2023

Save Costs With Invoicera Start Free trial Book Free Demo Accounting Tasks That Can Be Automated Let’s explore the accounting tasks that automation can easily handle, alleviating pain points and enhancing efficiency. Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Struggling To Organize Your Inventory?

Data Entry 59

Data Entry Purchase Order Accounting Accounting 59

Cloud Accounting Podcast

FEBRUARY 10, 2021

Plus, Bill.com stock pops on fantastic quarterly earnings, Xero gives Blake a treat for Valentine's Day, whistleblowing grows with remote work as employees become less engaged, and Deloitte is not looking good when it comes to the CDC's vaccine appointment system. In app news, lots from Intuit and QuickBooks this week.

QuickBooks 40

QuickBooks Tax AR XERO 40

Cloud Accounting Podcast

JUNE 30, 2021

We've got voicemail about why accountants chose to not take the CPA path. Thank you, Mr. Three Cents, and Carla (sp?) We asked, and you answered!

Tax 40

Tax AR CPA QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 12, 2019

according to surveyed tax and accounting professionals | CPA Trendlines 24:46 – Is this a buyer's or seller's market? Meanwhile, merger mania hits CPA firms, and David and Blake start investigating, real-time, the MyPayrollHR fraud story that broke while they were recording this episode (for all the details, listen to episode 112).

CPA 40

CPA QuickBooks Payroll Bookkeeping 40

Cloud Accounting Podcast

FEBRUARY 10, 2022

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

Tax 40

Tax Deposits Billing CPA 40

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Xero Practice Manager. With accounting firms & tax professionals having hundreds and even thousands of tasks across the business, you’ll need more than Quickbooks Online or Xero. Benefits of Practice Management Software.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Jetpack Workflow

OCTOBER 25, 2023

First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients’ books. Josh Bauerle, founder of CPA on Fire, offers evergreen insights on his Growing Your Firm podcast episode on getting the initial clients for your new business.

Bookkeeping 59

Bookkeeping Bookkeeping Services CPA XERO 59

Nanonets

JUNE 29, 2023

Integration with NetSuite, Quickbooks Online, Xero, and Sage Intacct, Integration with Slack, allowing employees to receive alerts, handle requests, and obtain approvals directly within the Slack interface. Pros: Zero shot AI that can capture data from documents from day 1.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

Nanonets

JANUARY 17, 2024

Or, they realize that their travel expenses are through the roof because they lack a policy for booking cost-effective travel options. From the days of ledger books and piles of paper receipts to the modern era of software solutions, expense management has undergone a transformative journey.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Future Firm

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. has a built-in scheduler that allows customers to book appointments or calls directly from your website. CapsuleCRM can be easily integrated with accounting software tools like QuickBooks and Xero.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Future Firm

SEPTEMBER 1, 2023

2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses. Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. Check out Zoho Books if you’re a Zoho fan.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. With tools like Duplicate Detector, and Roll Back functions, you can rest assured your clients' books will never get messed up because you can undo and restore any synced data with literally one click. So that's Reynaldo Arellano. Thank you, Reynaldo.

Tax 40

Tax Auditing Deposits Accounting 40