This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
By Ivona Crnoja and Nik Sacher. New artificial intelligence technologies are in the process of fundamentally transforming the financial services market. Over the past years especially the financial sector has recognised the economic benefits of artificial intelligence – gaining new insights from existing data to optimise credit decisions and improve financial risk management, automating business processes that previously only worked with manual human intervention and improving the customer
Multitasking is mandatory for community association management groups charged with managing finances and maintaining properties while handling owner issues and communicating with their boards in a timely manner. This vast range of responsibilities can make it easy to lose sight of the ultimate goal: growth. Here are six technology solutions for community association management companies that can create efficiencies by automating and offloading many of those manual tasks, giving managers more tim
Steve's Articles: [link] [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Hey everyone, this is Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson and I'd like to welcome you back to another episode filled with valuable insight from an industry leader. Steve McNally is a CFO, board director and thought leader who joined Mitch to talk about business transformations.
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:59 – What’s in a name? Ask Richard Kopelman , CEO of Aprio | Aprio 04:07 – The U.S. can’t seem to tear itself away from using paper checks, but Australia can!
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
Whether you have a small business or an established one every business has two things in common, you earn money and you spend it. The job of a bookkeeper is to track your business earnings and expenses. In simple words, bookkeepers ensure that all of your business income, expenses and transactions are recorded in your book and they reconcile your company’s financial accounts every month.
IMA: [link] CMA: [link] Exam Changes: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. A major consideration for accounting and finance professionals today is certification and continuing education related to their jobs and responsibilities.
IMA: [link] CMA: [link] Exam Changes: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. A major consideration for accounting and finance professionals today is certification and continuing education related to their jobs and responsibilities.
2019 has been a banner year for Receipt Bank. Over 350,000 small businesses and 50,000 financial advisors have grown with us as we move out of one decade and into a brand new one. The Receipt Bank blog (now Dext blog!
Most accountants have their own self-assessment horror stories. Each and every client has their own mountain of documents that need to be included in their self-assessment returns, many of which either suddenly appear at once right before the deadline or never end up materialising at all.
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!
Contact Keith: [link] Keith's website: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA’s podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and this is episode 35 of our series. In a moment you will hear Keith Lewis, management accountant and an international speaker share his big picture thoughts on how individuals can utilize best practices and develop the skills needed to set them apart when looking to build their o
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Sponsors Intuit QuickBooks [link] Show Notes 01:25 – Meet the legends! 02:54 – Our guests share their biggest takeaways from QuickBooks Connect 2019 03:04 – For Michelle, it's AAA - apps, automation, and AI 03:28 – For Laura, it's the evolution of advisory 03:47 – Clayton's takeaways included latest iterations of cloud evolution and getting ready for new opportunities 04:54 – Clayton sheds some light on what he's doing now 06:04 – Laura's got her head and her firm in the cloud!
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! 01:41 – The number-one concern for accountants and bookkeepers - the art of pricing 02:44 – Heather provides a different perspective on the definition of value pricing 03:52 – Michelle encounters many accountants who want to double revenue without working on their mindset first 04:23 – Michael shares two key factors to getting value pricing right - self-worth and educ
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet the women behind Next Level Women Leaders - Stacy, Nancy, and Laura! 01:49 – Next Level Women Leaders focuses on helping women align who they are inside with how they appear on the outside 03:09 – Women tend to absorb the stories we're told growing up, along with the cultural expectations when creating their own stories 04:40 – In the accounting world, women have the dual challenges of finding their own value, as a woman, and as an accoun
Sponsors Intuit QuickBooks [link] Show Notes 02:05 – Meet Lee and Mary from Breakwater Accounting and Advisory! 02:48 – Meet Rhondalynn, author of " Pricing Value " 03:50 – Rhondalynn speaks to some of the challenges when it comes to adopting a value-pricing model 05:19 – How can you do value pricing if you never talk about value? 06:21 – Breakwater's challenge in moving to value pricing - really understanding the true value of the services they provide 08:31 – Another challenge for Breakwater
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
2020 is not just a new year – it’s a new decade. Here are the top accounting trends set to shape 2020 and beyond, according to our financial fortune-tellers. In the last decade alone, the industry has evolved beyond recognition.
Dext’s partner community, Orange Select, recently hosted another discussion with our global partners. Topics ranged from cloud advocacy and paperwork submissions to how to get the most out of Dext (former Receipt Bank)’s features.
Brian Kush: [link] Top 10 Books for Accountants: [link] Intend2Lead: www.intend2lead.com FULL EPISODE TRANSCRIPT Adam : (00:00) This is episode 34 of Count me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and I'd like to welcome you back for another great perspective on the skills needed to succeed in today's accounting industry.
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Claudell is so far beyond MIA, we couldn't even say her name right! 01:05 – Who needs Claudell, when you have a real LIVE QuickBooks Live bookkeeper to talk with? Meet Pam Bingham! 01:30 – David's got a gazillion questions! 02:54 – Pam shares what it's like to be a QuickBooks Live bookkeeper 03:30 – Job-in-a-box - QuickBooks Live provides its bookkeepers with everything they need to start - from equipment to training 04:48 – The main focu
AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:14 – We made the list ! Congratulations to fellow accounting professionals and former guests, such as Dawn Brolin , Roman Kepczyk , Ariege Misherghi , and Donny Shimamoto , a
Sponsors Intuit QuickBooks [link] Show Notes 01:20 – Meet Ted! 02:59 – Ted talks about Intuit's impetus behind moving into the service game 03:28 – Confidence is key! Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help 04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services are very different 06:04 – QuickBooks Live is only available, currently, in the U.S., and all Live bookkeepers reside in the U.S. 07:03 – T
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet Ariege! 02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce 03:18 – How is Intuit helping small businesses succeed? Mainly through automation and a high level of quality 04:19 – Fear is not an option - with the obvious shortage of accountants, the only way to effectively help clients is with automation 05:38 – Ariege explains why the new QuickBooks feature, the Optimization
FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to episode 33 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson. And today we are going to hear from Jordan Savage, a successful CFO who quickly climbed the traditional corporate ladder to get where he is today. And his conversation with Mitch, he explains the risks he took and the opportunities he recognized to overcome some challenges and obtain the skills needed to progress
Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.
Sponsors Bill.com [link] Teampay [link] Show Notes 02:09 – Meet Kelly! 03:05 – Kelly talks true crime | WGN Radio 07:21 – It takes a balance - you need the 'yes' people and the naysayers to keep you from making crappy decisions 08:36 – The first step to changing your firm's culture - you've gotta know you have a problem! 10:21 – Speaking of problems, we talk about the melee surrounding audit watchdog, PCAOB, and KPMG | WSJ 10:52 – We humans tend to take a one-dimensional viewpoint when it co
Sponsors Bill.com [link] Teampay [link] Show Notes 01:08 – Meet Mariana! 01:46 – What's a lawyer doing at an accounting conference? 04:22 – Mariana takes us to school on HIPAA 06:38 – Why should accountants and bookkeepers care about HIPAA? 06:58 – There are three types of entities that fall under HIPAA protection - healthcare providers, plans, or clearinghouses 08:19 – Any accounting system that contains names and addresses of patients must comply with HIPAA Privacy and Security rules 10:09 –
Contact Robert: [link] The Investors Network Podcast: www.theinvestorspodcast.com IMA Life-Robert Leonard: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) This is Count Me In , IMA's podcast about all things affecting the accounting and finance world. I am Mitch Roshong and I'd like to welcome you back for episode 32 with corporate finance manager Robert Leonard.
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:27 – Things to do in Tucson at 4:30 in the morning when your puppy has to go potty – listen to podcasts from former guests , like Scott Orn, of course!
In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.
Sponsors Bill.com [link] Teampay [link] Show Notes 03:38 – Angelo defines 'family office' 04:19 – Definitely not small potatoes! 'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars 06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks 07:16 – An effective virtual family office utilizes outsourcing and the newest and most efficient technologies to seamlessly manage the fa
Sponsors Bill.com [link] Teampay [link] Show Notes 01:39 – Laura outlines her career path from school to VP of Finance 02:30 – Laura liked using the Sage Intacct product so much at a former company that she wanted to become part of Sage Intacct 04:25 – What's the difference between accounting and finance departments? 05:22 – Laura's excited to work on the tools that will help 'eliminate' the month-end close 06:15 – Laura talks about what CFO 3.0 means for her and her team 06:52 – You really ha
Sponsors Bill.com [link] Teampay [link] Show Notes 01:10 – What does David Appel do, precisely? 02:15 – If accounting happens in Vegas, does it have to stay in Vegas? 03:28 – Repetition is key to creating job satisfaction, personal validation, and economic value for your clients 05:30 – It's not about billable hours and recurring revenue, it's about creating the most economic value for not only your clients, but as many people as possible 09:19 – David A. gives some examples of successful subs
Contact Monisha: [link] Sparkbox Group: www.sparkboxgrp.com FULL EPISODE TRANSCRIPT Adam: (00:05) Hey everyone. Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Thanks for joining us today. I'm Adam Larson and this is episode 31 of count me in for today's episode. We're going to hear Mitchell's conversation with Monisha de Quadros, a former CFO in both the public and nonprofit sector and now founder of her own outsource CFO firm.
Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.
We organize all of the trending information in your field so you don't have to. Join 52,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
52 
Let's personalize your content