CloudZero
AUGUST 27, 2019
What if we told you that most organizations are making simple AWS cost optimization mistakes that lead to surprising monthly cloud bills and unnecessary overspend? As an engineer, you’d probably be relieved to know that many of your organization’s AWS spending spikes are within your team’s control, given access to the right data.
Sage Intacct
AUGUST 21, 2019
As firms purchase Salesforce CPQ to bring efficiency and controls to their quoting process, they look for ways to streamline entering order information into their financial system. Particularly with land-and-expand subscription business models, they need to track upsells and renewals against the performance obligations from the original sale, in order to track and increase CLTV.
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Bookkeeping Essentials
AUGUST 26, 2019
Can I claim meals with my wife as a business deduction? We talk about the business at some point during the meal.
MediRevv
AUGUST 23, 2019
Patient loyalty factors into a lot of decisions that healthcare leaders are making, but are those investments misplaced? It’s common knowledge in business that it is much more cost-efficient and easier to retain a current customer than go get new ones.
Speaker: Dave Sackett
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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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.
Billah and Associates
AUGUST 12, 2019
What is the right time to hire a bookkeeping service provider? Preferably, you need some experienced personnel to handle your financial day-to-day tasks immediately after you start your new business. Having a professional bookkeeper can ideally help you concentrate on running and developing your startup and focus more on what you are best at. Yes surely, bookkeeping can be managed without the need of having an external team of bookkeepers.
Cloud Accounting Podcast
AUGUST 30, 2019
Sponsors BQE CORE: [link] Sign up for Inclusion Without Assimilation , an event for for finance, accounting, and fintech, in Boston, on Friday, September 6 from 9 AM to 11:30 AM EDT at the WeWork at 501 Boylston Street. Show Notes 00:22 – Can you charge premium fees if you call yourself a bookkeeper? 01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019?
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
IMA's Count Me
AUGUST 26, 2019
Kirstie's Resources : Tax Transformation Guide - [link] Digital Transformation Survey - [link] Insight First Innovation - [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Hello and welcome back to another episode 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're going to hear my cohost Mitch Roshong's conversation with the managing director in BDOs Chicago office, Kirstie Tiernan.
Bookkeeping Essentials
AUGUST 24, 2019
Automate sending and receiving payments online with a Plooto workflow. Seamlessly integrates with QBO. Dual stage authorization. $25 per month monthly fees introduced effective August 31, 2019.
MediRevv
AUGUST 20, 2019
CMS Administrator Seema Verma recently announced the proposed calendar year 2020 Physician Fee Schedule. This plan has overhauled the way physicians are paid to help address the growing number of patients who have multiple chronic diseases.
Dext
AUGUST 7, 2019
Bookkeeping should and can be profitable. This guide explores how you can make this a reality for your firm. Learn how focusing on just one key ratio can be the foundation for building a productive, profitable and scalable bookkeeping business that’s ready for the future.
Speaker: Erroll Amacker
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
Cloud Accounting Podcast
AUGUST 27, 2019
Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Show Notes We asked the question - What is Advisory? See the responses below in the transcript! Connect with Some Respondents! Melissa Mullett - Veem | LinkedIn Patti Scharf - Catching Clouds | Website Wayne Schmidt - TOA Global | Twitter Brooks Wheatley - System Six Bookkeeping | Website Nury Saenz - H&R Block Franchise Owner | LinkedIn Aaron Berson - VRTL | LinkedIn Elliott Brown - OnPay | LinkedIn Christine Walsh - Walsh Acc
CloudZero
AUGUST 27, 2019
We work with companies who are building software for all kinds of industries and purposes. However, there are some patterns we see across all of them when it comes to their cloud bills and what they might be overspending on.
IMA's Count Me
AUGUST 19, 2019
Contact Mason Brady: [link] [link] FULL EPISODE TRANSCRIPT Music : (00:00) Mitch : (00:05) Welcome to Count Me In. If you're joining us for the first time and you're interested in staying up to date with the latest perspectives on all things accounting and finance, please make sure you subscribe to our series, download rate and review all your favorite episodes as we keep you informed on what the experts are saying in the industry.
Bookkeeping Essentials
AUGUST 9, 2019
Editor: links updated 2019-08 Are cell phones fully deductible? My client is using 2 cell phone and I am not sure if they are both fully deductible.
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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.
Cloud Accounting Podcast
AUGUST 26, 2019
Sponsors LivePlan: [link] Halon Tax: [link] TOA Global: [link] Show Notes 00:57 – Meet one of the Two Jamies - Jamie McDonald, Executive GM, Product, Accounting and Global Services at Xero 01:44 – Jamie M talks career, and his new promotion 02:45 – What’s ahead for Hubdoc? Jamie M discusses the acquisition, some of Hubdoc’s newest time-saving features, and plans for building a more powerful platform 05:10 – Jamie M talks about Hubdoc’s global positioning and how working across multiple time zo
Cloud Accounting Podcast
AUGUST 19, 2019
Sponsors BQE CORE - [link] Rewind.io - [link] Show Notes 01:25 – Happy Birthday, Blake! 03:26 – David takes QuickBooks Online Accountant for a spin the real world 05:30 – The new titanium-flavored Apple Card – all hype, no substance? | ZDNet 07:45 – A few of QBOA’s underperforming features - the Accountants Apps Program and Slack - are getting the boot as Intuit keeps searching for a more perfect integration 12:04 – Xero’s Marketplace gets a new look, and some shiny new toys!
IMA's Count Me
AUGUST 15, 2019
( *EXTENDED EPISODE * Conclusion of Episode 4 from 6/24/19) #YAADS #datapossible [link] [link] [link] [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam : (00:04) Hey everybody. Welcome to Count Me In, IMA's podcast about all things effecting the accounting and finance world. I'm Adam Larson here with Mitch Roshong and this week we cover the topic of data analytics and emerging technologies in accounting and finance.
Cloud Accounting Podcast
AUGUST 15, 2019
Sponsors BQE CORE - [link] REWIND.io - [link] Show Notes 01:38 – Welcome Ben Wann, CMA, CPA, and MBA to the show! 02:39 – Notable industry departures: Matt Rissell exits TSheets amidst some corporate remodeling | BoiseDev Jennifer Warawa parts ways with Sage and the accounting industry | Accounting Today Blake Oliver departs FloQast | LinkedIn 07:46 – Seriously, you are not a tree.
Speaker: Anna Tiomina, MBA
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?
IMA's Count Me
AUGUST 12, 2019
John on LinkedIn : [link] Meet John : [link] What's Your "And"? Podcast : [link] The Recovering CPA : [link] John's Message : [link] FULL EPISODE TRANSCRIPT Music : (00:00) Adam : (00:04) Welcome back to count me in. IMA's podcast about all things affecting the accounting and finance world. I'm Adam Larsen and with me as always is my cohost Mitch Roshong.
Cloud Accounting Podcast
AUGUST 12, 2019
Sponsor LivePlan: [link] Show Notes 00:31 – A personal word of thanks to our sponsors 01:00 – Sabrina and Kathy define advisory from their perspective 03:05 – Finding the why - Asking the right questions to help build a strong advisory service 07:01 – Another model of combining bookkeeping and advisory - former guest, Kenji Kuramoto 10:22 – Worth repeating: Bookkeeping is not what creates value in the mind of the business owner 11:37 – Adapt or die.
Cloud Accounting Podcast
AUGUST 10, 2019
Sponsors BQE CORE: [link] Show Notes 00:08 – Blake and David talk politics for a brief moment in time. 00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way. 01:24 – Yang's take on "reality TV" style elections |The Hill 02:04 – What it takes to hit the debate stage | NYTimes 04:34 – The ransomware wars go mainstream, when the latest attack on QuickBooks hits "action" news channels, like News 6 in Orlando | ClickOrlando.c
Cloud Accounting Podcast
AUGUST 6, 2019
Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Shownotes 02:25 – Shawn explains the difference between a linear accountant and an exponential accountant 04:24 – Get stuff done! Embracing the gig economy with a Fiverr experiment 05:36 – Shawn shares some career background - from CPA to disruption strategist 07:37 – Accountants currently have a 94-percent chance of being automated 10:15 – Winter is coming!
Speaker: Melissa Hurrington
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.
Cloud Accounting Podcast
AUGUST 1, 2019
Sponsors BQE CORE - [link] Rewind.io - [link] Show Notes 02:23 – Blake and David recap the ongoing iNSYNQ ransomware debacle 03:07 – Official iNSYNQ ransomware update ( [link] ) 04:00 – iNSYNQ feedback from unhappy Tweeters 05:12 – Homeland Security's October 2018 warning about possible ransomware attacks ( [link] ) 06:18 – Tweeting with iNSYNQ CEO Elliot Luchansky on 7/23 before he backed out of the interview ( [link] ) 08:21 – Get a clue - You can't control the conversation 08:59 – Should
IMA's Count Me
AUGUST 5, 2019
Contact Rhondalynn: LinkedIn - [link] Rhondalynn's Work & Recognition: [link] [link] [link] Finalist - Best Digital Start Up - 23rd annual AMY Awards Top 3 Finalist - Female Fintech Leader of the Year, Excellence in Data and Artificial Intelligence Top 10 Cloud Accounting Apps of 2016 Top 10 Small Business Apps of 2016 FULL EPISODE TRANSCRIPT Music : (00:00) Mitch : (00:05) Thanks for joining us for another episode of Count Me In as we bring you the latest perspectives on all things affectin
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