October, 2019

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9 Steps to How “One Subscription System of Record’ Helped Create a Unicorn

Sage Intacct

“Billionaire Robert F. Smith’s Vista Equity Partners has agreed to acquire a majority stake in Acquia Inc. in a transaction valuing the enterprise software company at close to $1 billion, including debt, according to people with knowledge of the matter.”.

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Receipt Bank Exchange Australia is back for 2020

Dext

Receipt Bank Exchange Australia is back! Last year, we took a select group of accountants and bookkeepers on an exclusive three-day retreat. In between tours of the Daintree rainforest and sunset cruises, we were treated to talks by co-founder Alexis Prenn and keynotes by world surfing champion Layne Beachley.

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Ep. 24: Debbie Jacobs - FP&A: Leadership and Relationships

IMA's Count Me

Contact Debbie: www.linkedin.com/in/debbiejacobscmamba Debbie's Work: [link] [link] FULL EPISODE TRANSCRIPT Adam: (00:00) 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 I'm joined as always by my cohost Mitch Roshong. We are here to bring you the latest perspectives and learnings in management accounting as told by industry leaders shaping the profession.

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#AccountexUSA: What do accountants care about? We ask the editors

Cloud Accounting Podcast

Sponsors Right Networks: [link] Show Notes 00:13 – We managed to get three editors from the top competing accounting media properties together in one spot! 00:35 – We asked the panel - what is top of mind in the accounting industry? 01:13 – For Accounting Today, Dan says tax and tech is at the top of readers' minds 02:00 – Dan reveals a bit about AccountingWEB's approach to sharing relevant accounting news 03:04 – Jess says tax law changes are what keep accountants employed 03:48 – Dan says h

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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Importance of Professional Accountants in Business

Billah and Associates

Running a business without financial information is like finding a location without maps and GPS. Nobody would know its health and the direction it is moving to. This is the reason professional accountants enjoy a unique and pivotal position in companies. Various aspects related to financial reporting and setting standards make their roles necessary, and organizations spend extraordinary resources on them.

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The Hidden Costs of Big Data on AWS

CloudZero

IDC predicts a ten-fold increase in data by 2025, which should surprise just about no one. We are all producing more and more data every day—more data than ever before, with no slowdown in sight.

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Receipt Bank Named One of the Top 25 Global Vendors in East Pacific

Dext

It’s always nice when your hard work is recognised, isn’t it? G2 recently named Receipt Bank the 24th top global vendor in the East Pacific–a truly fantastic achievement for the company.

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Ep. 23: Lorenzo Patelli - AI and Its Ethical Considerations

IMA's Count Me

Contact Lorenzo Patelli: LinkedIn - [link] University of Denver bio - [link] Daniels College of Business: [link] Institute for Enterprise Ethics: [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Hey everybody. Thank you for listening to another episode of Count Me In. I'm Adam Larson sitting alongside Mitch Roshong and our expert guests for this episode is Lorenzo Patelli.

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Square Books is here — is accounting next?

Cloud Accounting Podcast

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 00:16 – Putting a face to fraud - Michael Mann finally appears , at least in pictorial form | Daily Mail UK 01:18 – Practicing for his big act?

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Grow Your Small Business with Proficient Business Accounting Services

Billah and Associates

Enhance the growth of your small business by utilizing expert proficient business accounting services. Right from setting up business plans to company formation, and from loan application to government audit, small business accounting makes life easier for entrepreneurs at each different phase. There are certainly good reasons to hire an accountant, but that doesn’t mean that you need to employ a full-time accountant or hire someone on a retainer basis.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

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Ep. 22: Amy Vetter - Work-Life Balance with Technology & Innovation

IMA's Count Me

Contact Amy: LinkedIn - [link] Facebook, Twitter, and Instagram - @amyvettercpa Email - info@amyvetter.com [link] Disconnect to Connect: The Path to Work-Life Harmony: [link] Breaking Beliefs Podcast: [link] FULL EPISODE TRANSCRIPT Mitch : (00:03) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world.

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#AccountexUSA: Making remote work. work!

Cloud Accounting Podcast

Sponsors Right Networks: [link] Show Notes 00:35 – If you're moving to remote work, here are some key things to consider 01:35 – Let's get digital, digital. When going remote, all your company's data , and processes need to be digitized 02:31 -- Having the right software and tools in place, along with digitized date ensures that you and your employees can work any place, any time 03:01 – As we discussed in Ep. 121 , security is a crucial component of setting up your remote workforce 06:03 – Ro

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#AccountexUSA: Ransomware is rampant

Cloud Accounting Podcast

Sponsors Right Networks: [link] Show Notes 01:39 – With the rise in ransomware rampages, it's more crucial than ever to protect your company's data 02:07 – Roman explains the Right Networks disk-to-disk-to-offsite backup process 03:14 – Don't get caught with your cloud down. Just because your data is in the cloud, doesn't remove your responsibility to make regular backups here on earth 04:05 – You can't tune a phish - Training employees to recognize phishing emails is an important step in saf

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Everyone wants to be a bank for small business

Cloud Accounting Podcast

Sponsors OnPay: [link] Show Notes 00:56 – How much pain has the Tax Cuts and Jobs Act caused? | WSJ 01:29 – Blake left his heart in San Francisco , with Jirav, where he's now director of marketing 03:17 – Blake's excited to get back to his old stomping ground, helping educate CPAs, and small-biz accountants and bookkeepers 04:24 – Veem and Xero team up to offer a kinder, gentler, less-clunky invoicing system | CPA Practice Advisor 07:37 – While it's not the perfect AR/AP payment solution, David

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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BONUS | Linda Devonish-Mills - IMA's Commitment to Diversity & Inclusion

IMA's Count Me

IMA's Commitment to Diversity & Inclusion: [link] FULL EPISODE TRANSCRIPT Adam: (00:03) Welcome back for another special bonus episode of Count Me In. I'm your host, Adam Larson, and I'm joined by my cohost Mitch Roshong. Today you will be hearing the second installment of our IMA focused mini series as we highlight IMA's commitment to diversity and inclusion.

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#AccountexUSA: Fraud can be funny (and fun) when you're Dawn Brolin

Cloud Accounting Podcast

Sponsors Right Networks: [link] Show Notes 00:48 – How can being a Bills fan ever be a bad choice? 01:40 – Fraudster Tip: If you're gonna steal the cash, stash it in your backyard! 02:36 – Dawn explains the geometry of fraud | ACFE 03:01 – The three steps leading to fraud - pressures, opportunity, and rationalization 04:55 – In the age of payroll automation, why do small-biz owners still insist on paying with paper checks?

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Ep. 21: Dr. Paul Juras - Industry 4.0 & Management Accounting

IMA's Count Me

FULL EPISODE TRANSCRIPT Mitch: (00:03) We are back with another episode of Count Me In, IMA’s podcast about all things affecting the accounting and finance world. This is Mitch Roshong as your host and I'm joined by my cohost Adam Larson. We are now over 20 episodes into our podcast series and we would love to hear from you drop us a line or write us a review and let us know what you think about the accounting and finance topics we've discussed so far for today's episode.

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Ep. 20: Sandy Richtermeyer - Enterprise Risk Management

IMA's Count Me

Contact Sandy: LinkedIn - [link] Twitter - @SRichtermeyer UMass-Lowell Manning School of Business: [link] FULL EPISODE TRANSCRIPT Music : (00:00) Mitch : (00:04) Welcome back for Episode 20 of Count Me In! Mitch Roshong and Adam Larson from IMA here with you to pass along industry knowledge and the latest perspectives on management accounting. Our expert guest speaker for today's episode has over 20 years of experience as a board member more than 14 years of academic leadership experience and

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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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David & Blake get schooled!

Cloud Accounting Podcast

Sponsors BQE Core - [link] Show Notes 01:01 – Jennifer is bringing more than debits and credits to her accounting courses at UT 01:50 – Aspiring cloud accountants, get yourselves acquainted with high-quality video-conferencing software, such as Zoom! 02:56 – New new reviews! 04:44 – News from beyond the Cloud Accounting Podcast Studios! 05:09 – Are smart speakers recording your every word ?

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Why GAAP is outdated & news from Sage Intacct Advantage

Cloud Accounting Podcast

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 00:12 – Meet our guest, Ethan Rouen, Assistant Professor of Accounting at Harvard Business School 01:27 – The gentleman dissect Ethan’s article, “ The Problem with Accounting fo

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Ep. 19: Ben Wann - Business Partnering

IMA's Count Me

Contact Ben Wann: LinkedIn - [link] The Numbers Guys: [link] [link] [link] FULL EPISODE TRANSCRIPT Music : (00:00) Mitch : (00:05) Hey everyone. Thanks for joining us again on Count Me In. I am Mitch Roshong and my cohost is Adam Larson. Our guest for today's episode is Ben Wann. Ben is a CMA, MBA and CPA and is currently pursuing his CSCA specialty credential.

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