Acton Accounting & Bookkeeping

NOVEMBER 25, 2019

Happy Holidays from Acton Accounting and Bookkeeping Inc. Wishing you a joyous and safe holiday season, and a happy New Year 2020! We would like to inform our clients that our office will be closed on December 24, December 25, December 30, and December 31, 2019, as well as January 1, 2020. If you require our services for filing your 2019 T1 personal tax returns in the spring, please remember to forward your documents and/or book your appointment with us ASAP.

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Bookkeeping Accounting Accounting Tax 52

Billah and Associates

NOVEMBER 4, 2019

An accountant and a tax advisor both serve specific financial requirements and they are certainly not the same. You need to choose one of them based on your financial requirements. Each of them has different roles to play to ensure efficient personal and corporate financial management. Tax Advisor vs Accountant – Understand the Differences In order to make the selection, you must know the primary difference between a tax advisor and an accountant and their work.

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Tax Accounting Accounting Bookkeeping Services 52

IMA's Count Me

NOVEMBER 26, 2019

Contact Fatima: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Hey everyone. Welcome back for episode 30 of Count Me In. I'm your host, Adam Larson and our featured expert guests for today's conversation is Fatima Mamod. Fatima is a chartered accountant, entrepreneur and a business coach from Johannesburg, South Africa who joined Mitch for a conversation on what she calls the business savvy accountant.

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Cloud Accounting Podcast

NOVEMBER 26, 2019

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 00:32 – See Brad. Be like Brad.

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Bookkeeping CPA AR Payroll 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

CloudZero

NOVEMBER 18, 2019

Last week, Amazon announced the end of the reserved instance, commonly known as the “RI”, with the announcement of their new replacement, “ AWS Savings Plans ”. Amazon has been dropping hints for a while that they were heading in this direction, in particular their September announcement stating that all instance type limits would now be based on vCPUs, a move which laid the groundwork behind the scenes for savings plans and most likely a whole lot more that we have yet to see.

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Dext

NOVEMBER 13, 2019

Early on, Andrea Clarke made the art of communication her career. After reporting major news spanning the US Presidential Election, Hurricane Katrina and the Virginia Tech campus shooting from Washington DC, Andrea moved into the international non-profit arena in 2008.

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Cloud Accounting Podcast

NOVEMBER 21, 2019

Sponsors Bill.com: [link] Teampay: [link] Show Notes 01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose! 01:29 – Bright lights, big city, and one CAP listener in the live audience! 02:07 – How does DonorsChoose work? 03:22 – Because they work with such a mind-boggling number of funds, DonorsChoose uses Sage Intacct to help them track the money 04:51 – Before Intacct, DonorsChoose did things the old-fashioned way - manual entry 07:01 – Alliah attends

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Financial Operations Financial Operations CPA Accounting 40

IMA's Count Me

NOVEMBER 20, 2019

FULL EPISODE TRANSCRIPT Mitch: (00:05) Hey everybody. Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. This is your host Mitch Roshong. Thank you for joining us again today. You're about to hear the third bonus episode of our IMA focused mini series within Count Me In. We're going to listen to Adam speak with IMA CFO and senior vice president of operations, Doreen Remmen.

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Cloud Accounting Podcast

NOVEMBER 20, 2019

Sponsors Bill.com: [link] Teampay: [link] Show Notes 01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group 01:23 – Meet Kevin Cumley, director of the Sage Intacct Accountants Program 01:40 – What really is 'mid-market'? 04:34 – Doing cloud before cloud was a thing - Sage Intacct began as a cloud firm some 20 years back! 05:02 – Sage Intacct helps firms deliver outsourced accounting and financial services to their clients 06:44 – What separates Intacct from other players in the fie

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Accounting Accounting CPA Financial Services 40

IMA's Count Me

NOVEMBER 17, 2019

George Azih bio: [link] Contact George: [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'm your host, Adam Larson. And for this week's episode, Mitch spoke with the CEO and founder of Lease Query George Azih. This conversation focused on ASC842 and how lease accounting software can help businesses enhance their processes when complying with the new lease standards.

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Accounting Accounting General Ledger Accounts Payable 40

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.

Accounting

Cloud Accounting Podcast

NOVEMBER 18, 2019

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 02:47 – Building stronger relationships?

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XERO QuickBooks CPA Payroll 40

IMA's Count Me

NOVEMBER 10, 2019

Contact Fatema: LinkedIn - [link] Fatema's Blog: [link] Fatema's Articles: [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'm your host, Adam Larson. And this week's episode, Mitch was joined by Fatema El-Zahraa El-Wakeel to talk about agile project management methodology.

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Cloud Accounting Podcast

NOVEMBER 8, 2019

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 01:17 – Acuity - firm of the future today - operating almost completely with a remote workforce!

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Bookkeeping Bookkeeping Services CPA XERO 40

IMA's Count Me

NOVEMBER 6, 2019

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'm Adam Larson and today we're going to listen to Mitch speak with Indra Moeljadi from Switzerland about the evolving role of a finance business partner. In their conversation Indra talks about business partnering technology in analytics, strategic decision making and storytelling.

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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.

Accounting

IMA's Count Me

NOVEMBER 3, 2019

Contact Khaled: LinkedIn - [link] Blog: Getting started in #PowerBI for #Finance and #Accounting Unleashed | Beast BI - [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm Mitch Roshong and in today's episode we'll hear Adam Larson talk with global finance data and tech leader Khaled Chowdhury as they discuss finance culture transformation.

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Cloud Accounting Podcast

NOVEMBER 3, 2019

Sponsors Right Networks: [link] Show Notes 00:17 – Meet Cash Flow Mike! 00:36 – Cash flow is king - It's how businesses keep their doors open 01:26 – Mike teaches banks effective methods for communicating with small-biz owners 01:50 – Mike teaches from the standpoint of necessary advising, instead of trusted advising 03:41 – Want to add advisory to your practice?

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Cloud Accounting Podcast

NOVEMBER 2, 2019

Sponsors Right Networks: [link] Show Notes 00:40 – Welcome Jose and Tony! 01:13 – Tony explains the Latino Tax Professionals Association’s mission 02:37 – The fast-growing Latinx small-business market is largely underserved in the U.S. 04:59 – Uncle Sam wants you - even if you're an illegal immigrant - to pay your taxes 05:32 – There's a delicate balancing act of compliance with the IRS, or the government 06:31 – Jose tells undocumented clients that filing a return is an imperative step in be

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Cloud Accounting Podcast

NOVEMBER 1, 2019

Show Notes Handles and Hashtags for Contes t Twitter: @CloudAcctPod Facebook: @CloudAccountingPodcast LinkedIn: @CloudAccountingPodcast Official QuickBooks Connect hashtag: #QBConnect Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.

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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.

Financial Statements

CloudZero

NOVEMBER 18, 2019

Last week, Amazon announced the end of the reserved instance, commonly known as the “RI”, with the announcement of their new replacement, “ AWS Savings Plans ”. Amazon has been dropping hints for a while that they were heading in this direction, in particular their September announcement stating that all instance type limits would now be based on vCPUs, a move which laid the groundwork behind the scenes for savings plans and most likely a whole lot more that we have yet to see.

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CloudZero

NOVEMBER 12, 2019

If your business depends on AWS cloud services, you’re probably familiar with the experience of having unexpected, hidden charges crop up on your monthly invoice. At times, the AWS cost structure can be quite opaque, making it difficult to accurately gauge in advance the costs of hosting a given application. One of the most common sources of unanticipated AWS charges is the service’s data transfer fees.

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Billing Invoicing 8

Cloud Accounting Podcast

NOVEMBER 12, 2019

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 00:45 – Meet Valerie! 01:44 – Meet David!

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Cloud Accounting Podcast

NOVEMBER 25, 2019

Sponsors Bill.com [link] Teampay [link] Show Notes 01:07 – Meet our guests! 01:48 – Aaron talks about what's on the horizon for Sage , including the launch of Intelligent GL | Sage 02:32 – Intelligent GL uses AI to provide continuous trust, and continuous insights that help customers make better business decisions 03:13 – Blasphemy! How dare you try to take away our close.

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Speaker: David Warren and Kevin O’Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng