Sage Intacct

SEPTEMBER 19, 2019

“Digital transformation” may sound like a buzzword, but the drivers behind it are very real. In an era where technology is reshaping businesses and industries, companies that harness technology can reap big advantages over those that don’t. Businesses must first determine how to adapt their businesses for the digital age and then put technology to work to bring these changes to life.

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Bookkeeping Essentials

SEPTEMBER 26, 2019

The Bookkeeper News and Reference Page is for the hard working, self-employed business owner. Find U.S. and Canadian small business news.

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Bookkeeping 52

CloudZero

SEPTEMBER 5, 2019

Cloud costs can come with significant sticker shock, especially since many businesses do not have an easy way to track or predict actual cost before the bill arrives. However, there are several architectural changes that businesses can make that will help rein in cloud spend. In some cases, optimal engineering decisions should be made up-front, while in other cases certain areas should be monitored over time to identify opportunities to retool architecture and optimize cloud costs.

Billing 9

Billing 9

IMA's Count Me

SEPTEMBER 29, 2019

"12 Rules for Cyber You MUST Know" by Joseph Brunsman: [link] CPL Brokers, Inc.: [link] Contact Joseph Brunsman: LinkedIn: [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam : (00:04) Hey everyone. Welcome back to count me in. I am your host Adam Larson and with me once again with me once again, it's my cohost Mitch Roshong. As we continue to offer insight into all things affecting the accounting and finance world, this episode is going to focus on cybersecurity, as we hear from cybersecurity e

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Speaker: Timothy Allsopp

Payment challenges often lead to delayed projects, financial bottlenecks, and strained relationships. With construction projects becoming more complex, outdated processes are no longer sustainable. By refining financial workflow, companies can improve cash flow, reduce error, and foster trust between stakeholders. Discover practical strategies for redesigning payment systems to overcome workflow challenges while creating a smoother, more reliable process for contractors and subcontractors alike.

Invoicing

Cloud Accounting Podcast

SEPTEMBER 26, 2019

Sponsor Right Networks: [link] Show Notes 00:53 – Meet Dena Oberst, CEO of Gable Tax Group 01:45 – Meet Diane Yetter, president of Yetter Tax, and founder of the Sales Tax Institute 04:11 – Diane gives a brief overview of the South Dakota v. Wayfair decision | AICPA 05:26 – According to South Dakota, a business’s physical presence is less important than its economic presence 06:50 – You gotta get up pretty early in the morning to go hang with the Supreme Court crowd!

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Tax Accounting Accounting Bookkeeping 40

Dext

SEPTEMBER 25, 2019

XeroCon is known as the most beautiful conference in the world. This year was no different, yet it brought an unexpected message: Be Kind. And we think you nailed it. Over 3,000 Xero partners attended this year’s XeroCon in Brisbane.

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XERO 40

Bookkeeping Essentials

SEPTEMBER 4, 2019

Automate sending business payments online with an Ablii workflow. Seamlessly integrates with QBO. Multiple approvals available. $0.75 for each domestic transaction.

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CloudZero

SEPTEMBER 30, 2019

If you’re anything like our customers, you’re running the majority of your business on the cloud. After headcount, it’s not uncommon that your cloud bill is one of your highest business expenses. So, it’s important to make sure you are getting maximum returns on that investment.

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Billing 8

IMA's Count Me

SEPTEMBER 22, 2019

Contact Ginger White: Email: ginger.r.white@icloud.com LinkedIn: [link] IMA Bio: [link] Institute of Management Accountants: [link] American Accounting Association: [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam Larson : (00:05) Hey everyone. Welcome back to "Count Me In", IMA's podcast about all things affecting the accounting and finance world.

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Cloud Accounting Podcast

SEPTEMBER 24, 2019

Sponsors BQE Core: [link] Rewind: [link] Show Notes 01:46 – Reminiscing with Will 03:03 – Will talks about life after YouTube and living life with Gusto! 04:12 – It's time for reviews! 06:37 – MyPayrollHR 101 - The nutshell version 07:31 – Catch up on our recent coverage in episodes 112 and 114 07:55 – Mum's the word, Mann | Albany Business Review 08:34 – It's always important to be proactive, especially AFTER committing fraud. 09:03 – The fallout begins.

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Payroll Bookkeeping Accounting Accounting 40

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

CloudZero

SEPTEMBER 27, 2019

Cloud computing optimization is a growing priority, as engineering becomes more accountable for justifying growing AWS spend. Companies that are rapidly growing can be particularly vulnerable to large fluctuations in cloud spending, which often seem to strike without rhyme or reason. Getting a handle on cloud cost is a critical first step toward cloud computing optimization, and can result in more efficient and effective systems across the board.

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Computation Accounting Accounting 40

Cloud Accounting Podcast

SEPTEMBER 19, 2019

Sponsor Podchaser: [link] Show Notes 01:41 – 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 patented process for payroll 06:45 – How MyPayrollHR’s owner, Michael Mann, did the deed, in technical detail 09:03 – Slavkin claims the assorted employee banks are to blame for the whole payment reversal fiasco 10:32 – According to Slavkin, banks have 60 days to either accept or

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IMA's Count Me

SEPTEMBER 18, 2019

CMA Commercial: You’ve got to earn it. IMA Global Ad Campaign: [link] Jeff Thomson Bio: [link] IMA Website: [link] About IMA: [link] About CMA: [link] IMA Education Center: [link] Jeff Thomson LinkedIn: [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam Larson : (00:04) Hello everyone. I'm Adam Larson. Mitch Roshong : (00:06) I'm Mitch Roshong. Adam Larson : (00:07) And we are excited to welcome you all to a special episode of "Count Me In".

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Cloud Accounting Podcast

SEPTEMBER 18, 2019

Sponsor Accounting & Finance Show LA: [link] 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 Bruce and Tom got started in the cannabis-accounting realm 02:50 – Bruce speaks to some of the challenges cannabis businesses face, when it comes to accounting 03:37 – The tables have turned when it comes to the types of clients served in a cannabis accounting firm 04:28 – How can accountant

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Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

Payroll

CloudZero

SEPTEMBER 17, 2019

Cloud infrastructure refers to both hardware and software components—ranging from servers to storage to networking and virtualization software—that are required to support cloud computing. Thus, cloud infrastructure optimization refers to optimizing these components for: efficiency, performance, and cost.

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Computation 20

CloudZero

SEPTEMBER 16, 2019

Cloud spend optimization is a challenging endeavor for most companies. The major reason for this is that most don’t have sufficient visibility into their live cloud costs, so they can’t tie day-to-day decision-making to those staggering AWS bills that arrive at the end of each month (way too late to make meaningful changes).

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Billing 40

IMA's Count Me

SEPTEMBER 15, 2019

"Creating Great Long-term Sustainable Value" by Dr. Mark Frigo: [link] Contact Dr. Mark Frigo: Email: mfrigo@depaul.edu LinkedIn: [link] Twitter: @drmarkfrigo Websites: www.markfrigo.com and [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam Larson : (00:05) Hey everyone. Thanks for coming back to IMA and joining the conversation for Count Me In. I'm your host, Adam Larson and once again I'm joined by my co host Mitch Roshong.

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Cloud Accounting Podcast

SEPTEMBER 14, 2019

Sponsors BQE CORE: [link] Rewind: [link] Show Notes 03:22 – MyPayrollHR's simplistic sayonara | Krebs on Security 05:40 – Some questions, some blame, a whole lotta wrath | SearchHRSoftware 07:28 – Governor Cuomo's statement | NYDFS 09:06 – Will the real Michael Mann please stand up? | TimesUnion 10:32 – a brief primer on how a payroll service processes a payroll 12:03 – Bait and switch.

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Payroll QuickBooks Bookkeeping Tax 40

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

Cloud Accounting Podcast

SEPTEMBER 12, 2019

Sponsors BQE Core: [link] Rewind: [link] Show Notes 01:21 – Jet lag does cause memory loss. | ScienceDaily 01:39 – Thanks to everyone who made our trip to Boston for Accountex a success! 03:18 – Just a little off the top … Hit up Xerocon Brisbane for a trim 04:22 – If you need some insight about pricing, like our listener, Danielbreez , check out the Soul of Enterprise podcast, or read Ron Baker's book on the subject 05:32 – Xero’s small-biz ecosystem just got a little bigger | Voxy 08:12 – Xer

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Cloud Accounting Podcast

SEPTEMBER 9, 2019

Sponsor Accounting & Finance Show: [link] Show Notes 00:32 -- 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, VP at Live Oak Bank 02:44 -- Meet Dr. Curtis Cochran, President/CEO of Cochran Consulting 03:42 -- Why Cochran gives every new client a thorough exam 05:45 -- What are the key considerations for selling your accounting firm?

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Bookkeeping Accounting Accounting Customer Service 40

IMA's Count Me

SEPTEMBER 8, 2019

Contact Kaiser Mock: LinkedIn - [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam Larson : (00:05) Welcome back to "Count Me In". Thanks for joining us at IMA as we bring you the latest perspectives and learnings on all things affecting the accounting and finance world. This is Adam Larson and with me as always is my co-host Mitch Roshong. Today's episode we will get into an area of accounting, not often discussed - the importance of relationships with non-financial individuals.

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Cloud Accounting Podcast

SEPTEMBER 7, 2019

Sponsors BQE Core: [link] Rewind: [link] Show Notes 01:25 – Why enjoy a nice relaxing Labor Day weekend, when you can go camping instead? 03:30 – Why are sock puppets writing accounting articles? 05:23 -- Blake talks about how to suss out sock puppets on LinkedIn, and teaches us how to do a Google Image Search 08:35 -- Time to clean house on your LinkedIn profile?

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Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

IMA's Count Me

SEPTEMBER 4, 2019

Contact Dr. Sean Stein Smith: LinkedIn - [link] FULL EPISODE TRANSCRIPT Music : (00:00) Mitch Roshong : (00:05) Hey everybody. Welcome back to IMA's podcast, "Count Me In". I'm your host, Mitch Roshong and I'm joined by my regular co-host, Adam Larson. Today we are going to listen to another bonus episode as we hear the remainder of the conversation we had with Dr.

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IMA's Count Me

SEPTEMBER 2, 2019

Brian's Work: [link] [link] [link] [link] [link] Contact Brian: LinkedIn - [link] Twitter - @FpandaBTK FULL EPISODE TRANSCRIPT Music : (00:04) Adam Larson : (00:05) Welcome to “Count Me In”. Thanks for coming back and listening to another engaging and insightful accounting conversation with us here at IMA. I am Adam Larson and I think you're really going to enjoy today's episode, as, in a minute we will listen to my co-host Mitch Roshong talk with Principal and Founder of Kalish Consulting, Bri

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Cloud Accounting Podcast

SEPTEMBER 29, 2019

Sponsors BQE Core: [link] Show Notes 01:44 – Another five-star review! 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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