AvidXchange

DECEMBER 2, 2019

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

AP 52

AP Accounts Payable Accounts Payable Auditing 52

Cloud Accounting Podcast

DECEMBER 5, 2019

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

CPA 40

CPA Expense Reports Auditing Accounting 40

IMA's Count Me

DECEMBER 4, 2019

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.

Corporate Finance 40

Corporate Finance Accounting Accounting Reconciling 40

Cloud Accounting Podcast

DECEMBER 5, 2019

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 –

Accounting 40

Accounting Accounting CPA Bookkeeping 40

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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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.

Budgeting

Cloud Accounting Podcast

DECEMBER 4, 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 01:27 – 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!

Bookkeeping 40

Bookkeeping CPA Payroll Accounting 40

Cloud Accounting Podcast

DECEMBER 3, 2019

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

CPA 40

CPA Accounting Accounting 40

Cloud Accounting Podcast

DECEMBER 3, 2019

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

CPA 40

CPA Billing Accounting Accounting 40

IMA's Count Me

DECEMBER 1, 2019

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.

Accounting 40

Accounting Accounting Collections 40