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Cloud Accounting Podcast

The Cloud Accounting Podcast is the #1 accounting and bookkeeping podcast in the world! Join Blake Oliver and David Leary at the intersection of accounting and technology for a weekly news roundup, plus interviews with industry leaders.

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The best and worst 2020 predictions (and some of our own)

SponsorsJirav: www.jirav.comHi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. “Jirav” sounds a lot like “giraffe” — and that’s no accident. Giraffes are the tallest animal in the world. That gives them a great view. Our goal at Jirav is to give you a similarly great view of what’s going on with your business.We do that by helping you understand where your business has been, and most importantly, predict where it’s going. Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans and budgets in real-time. If you’re using Excel for reporting and forecasting, you’ll save hours every month with Jirav.Learn how accounting firms are using Jirav to deliver connected insight, strategize growth, and help their clients make more profitable decisions. Visit jirav.com and start your 30 day free trial. That’s J-I-R-A-V dot com. See farther with Jirav.Show Notes 00:38 – Looking back - how many 2019 predictions came true?  03:17 – Blake's first prediction for 2020 comes true less than a minute later ... Well, sort of ...  03:38 – Culling All Accounting Conferences – less definitely may start to be more! | Accounting Today 05:33 – Is there any value in free?  09:01 – Duh ... Overstating the obvious isn't really making a prediction | E27 09:31 – Dynamic pricing is just not a thing, at least not for the smaller players 11:09 – Hmm - is "used" the new "new"?  11:28 – What's going to have the biggest short-term impact on accounting? One hint: it's not humans | Journal of Accountancy 13:25 – Blockchain in 2020 - boom or bust? | Enterprise Times  14:50 – Armanino releases blockchain-powered app for instant attestation | Accounting Today 16:49 – Government still says no to crypto | Real Daily 19:58 – Everybody’s losing their minds over 5G! But, why? | The Verge 21:14 – Blake takes issue with 2020 being the breakout year for 5G – lack of speed isn’t the problem; lack of use is  23:25 – 2020 just might be the year of foldy, rolly, hidey devices ... Maybe 25:12 – 2020 sees the hiring of non-accounting grads at CPA firms continue | Journal of Accountancy 26:25 – Blake says it's going to take a good decade to create and implement the changes needed in the CPA exam and curriculum  27:49 – Want to stay relevant, and innovate? Pull your head out of last year! | LinkedIn 29:33 – Millennials might be so 2019, but they still have some decent asks when it comes to employment | Boomer.com 31:31 – Open banking in the US? Maybe in 2030 ... | Accountancy Today 33:19 – What's the most important issue facing the accounting industry? Here are at least 100 | Accounting Today 35:30 – Things are different all over -  2020 Accounting Changes from Down Under | Accountants Daily  37:42 – Automation - great for those with actual skills; not great for the not-so-great ...  37:55 – What do accounting regulators actually DO? | CFO Dive 40:17 – For your reading pleasure - 120 AI Predictions For 2020 | Forbes 42:17 – Speaking of Voice AI – 46 industry pros share their 2020 Voice AI predictions | Voicebot.ai 45:01 – VR will continue to make people nauseous in 2020  45:08 – Four (just four?) Creepy Applications That Will Change Your Business In 2020 | Inc.com 47:36 – Is Netflix going to be your next bank? | Banking Innovation 49:24 – The moment we've all be waiting for - David and Blake offer up their 2020 predictions! 🎉 49:30 – Nobody's staying in their lane! David says watch out for blurred, crossed, and muddied lines more than ever.  50:59 – According to Blake, 2020 is the year that one of the GL players - think QuickBooks, Xero, et cetera - becomes a bank.  52:28 – David's no-brainer prediction - Xero and Sage will have to launch their own version of Live product to compete with QuickBooks Live. Mark his word! (For the record, Blake disagrees)  54:24 – Podunk is not the proper nomenclature, David ... 😁 Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!   Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

55mins

12 Jan 2020

Rank #1

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Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared

Thank you to this week’s sponsor!This episode of the Cloud Accounting Podcast is sponsored by Xero. Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online! You’ll learn how your practice can benefit from the full power of the Xero Platform and earn CPE credit. Register here.Show Notes 03:06 -- High schoolers get certified in QuickBooks... Desktop? Noooo! | Twitter 04:24 -- Glendale man admits to embezzling $2.8-million and filing fake tax returns | CPA Practice Advisor 08:17 -- TurboTax Uses A “Military Discount” to Trick Troops Into Paying to File Their Taxes | ProPublica 09:56 -- Senator Warren Leads Colleagues Questioning Intuit's Deceptive Practices That Led Low- and Middle-Income Taxpayers to Pay Unnecessary Fees | Elizabeth Warren 11:53 -- Intuit Corp (INTU) Q3 2019 Earnings Call Transcript | The Motley Fool 17:32 -- Update on QuickBooks Live with Intuit's Rich Preece | QBO Show 24:32 -- Investor Briefing: Full year results to 31 March 2019 | Xero 26:53 -- Quarterly Report | Intuit 28:32 -- Xero's CEO says it still has a cautious future in the US | Scoop News 32:56 -- Public Statement - Network and Service Interruptions | Wolters Kluwer (34:54) Hackers have been holding the city of Baltimore’s computers hostage for 2 weeks | Vox 36:13 -- Atlanta Spent $2.6M to recover from a $52,000 ransomware scare | WIRED 38:49 -- SURVEY: 59% Deliver Invoices on Paper | CPA Trendlines 40:22 -- Making Change | Payments, Perspectives and Politics | Square  42:27 -- Zero percent of respondents to an online survey are actively researching or currently implementing blockchain in controllership | Deloitte Controllership Digest 44:58 -- $461,646 in Pay for One Worker: M.T.A. Overtime Scrutinized by Prosecutors | NYTimes 49:45 -- Bill.com launches AI platform for automated payments processing | Venture Beat 52:18 -- Introducing Plaid Direct | Plaid 53:23 -- TransferWise: Europe's Most Valuable FinTech | PYMNTS 53:42 -- Shopify quietly acquired Handshake, an e-commerce platform for B2B wholesale purchasing | TechCrunch Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes.Interested in sponsoring the Cloud Accounting Podcast? We have some open sponsorship dates available for the summer season: June 21 through October 4 Then again starting January 10, 2020 We also have some “conference special” sponsorship opportunities available, for example, the week of June 16 we’ll be doing 4 daily “conference crossover” episodes covering Scaling New Heights and Xerocon. For more information, check out the prospectus.Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

57mins

27 May 2019

Rank #2

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KPMG and Deloitte are going after your small business clients, Danny DeVito is your new QuickBooks coach, and how automation could worsen the digital divide

Show NotesKPMG Moves into Small Business Tax and Accounting Services with Spark — Accounting Today — Big 4 accounting and business consulting firm KPMG LLP, is making a play for the small business tax and accounting services market with the launch of a new online system called KPMG Spark. The service is the result of the acquisition by KPMG of the cloud bookkeeping system then known as Bookly. Deloitte Joins Forces with Legacy Advantage to Grow Services in Western Canada — Legacy Advantage — Deloitte is acquiring specialized cloud-based bookkeeping firm, Legacy Advantage Chartered Professional Accountants Ltd. to grow bookkeeping, accounting and advisory offerings in Western Canada. Founded in 2015 and joining the ctrl by Deloitte practice, Legacy Advantage focuses bookkeeping and accounting services on not-for-profit organizations and private companies of various sizes. QuickBooks introduces 'Backing You,' starring Danny DeVito — Accounting Today — Intuit QuickBooks’ Backing You campaign, now in its second year, has named Danny DeVito a partner for its latest videos. The initiative is aimed at helping self-employed, small business and mid-market enterprise customers succeed. Universal income vs. the robots: Meet the presidential candidate fighting automation — MIT Technology Review — Andrew Yang announced he is vying for the 2020 Democratic presidential nomination back in February. His mission? Preparing America for automation. 140,300 new accounting and auditing jobs predicted by 2026 — Accounting Today — Approximately 140,300 new jobs for accountants and auditors are expected to be created by the year 2026, according to a new forecast. Digital Divide Is Wider Than We Think, Study Says — New York Times — New research from Microsoft says that far fewer people have broadband internet access than government statistics have shown. Subscribe Listen on iTunes Listen on Google Play

21mins

15 Dec 2018

Rank #3

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It's tax season! (and the best time to steal your competitors' clients)

SponsorsQuickFee: https://cloudaccountingpodcast.promo/quickfeeAccountingSuite: https://cloudaccountingpodcast.promo/asuiteOnPay: http://cloudaccountingpodcast.promo/onpayShow Notes 05:31 – Fresh back from the Sage Accountants Advisory Council, in Dallas, Blake is basking in brisket afterglow and ready to talk cloud accounting! 06:21 – David takes a field trip to a real accounting firm!  07:53 – It’s tax season! Yay … | Accounting Today 08:41 – Are IRS audits becoming an endangered activity? | CNBC  11:51 – When the IRS fails to collect from cheaters, it costs everyone else up to $3K | Accounting Today  15:25 – Wanna get new biz for your firm? Start during tax season! | CPA Trendlines 17:08 – IRS calls open season on tax-prep competition, and gives the Free File program a makeover | ProPublica  19:43 – Straight from the source - Free File: File Your Taxes Online for Free | IRS 23:16 – According to a recent survey, accountants are upping their tech game and their advising skills! | AccountingWEB 29:56 – Hello Pot, this is Kettle – Is Amazon feeling too much heat from Honey? | PYMNTS 31:28 – California – Land of Confusion – When it comes to the new privacy law | Fox and Hounds Daily   35:42 – Way to keep that private info safe, Facebook! | Bloomberg  37:35 – No time like the present – the California Board of Accountancy switches to email distribution of its newsletter, just in time to let everyone know they raised their fees | CBA 39:30 – New Year's Bug Takes NYC Parking Meters Offline | PYMNTS 41:53 – Virtually screwed –Thomson Reuters’ Virtual Office goes down for the count … But at least they’re providing status updates!  | Thomson Reuters  47:49 – What’s your favorite way of dealing with client 1099s? | CPA Trendlines 49:51 – “Hey, you! Get off of my screen!” Chase just says no to screen-scrapers | Bank Innovation  51:51 – Do banking consumers really want to know who owns their bank data? | CNBC  54:43 – What is open banking, anyway? | American Banker  Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!   Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFutureFirm.co: https://futurefirm.co/cloudaccounting/ Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

59mins

15 Jan 2020

Rank #4

Most Popular Podcasts

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The best job in America... is for accountants!

SponsorsBQE Core: http://cloudaccountingpodcast.promo/core Show Notes 01:44 – Another five-star review!  02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry,  just got acquired by Sage! | Sage 07:18 – Better late than never - Blake finally files is taxes!  10:15 – Fyre Festival - Accounting Version | Financial Post 11:17 – Testing, testing … Is this thing on? CPA Canada failed to test its test-taking software before unleashing it on test-takers | Going Concern 14:45 – Wanna play with numbers AND carry a gun? | Journal of Accountancy 14:56 – AICPA has released new standards for forensic accountants | AICPA  15:21 – Tipalti raises $76 million in a recent D funding round | CPA Practice Advisor 15:46 – Fundbox packs a bigger punch now with $176 million in Series-C funding |  17:23 – Speaking of Intuit, QuickBooks Online is now offering mileage tracking, and if adding some other performance-enhancing elements in its September round of updates | QuickBooks 19:31 – Not-so-thrifty glitch in TurboTax results in a $216 million tax bill for one probably very unsuspecting thrift-store employee | Forbes 21:53 – Out with the V, in with the X ... Microsoft ushers in a newer, shinier function for Excel | Microsoft  24:35 – Wells Fargo and Plaid's new data-sharing agreement gives customers even more data control | Bank Innovation 26:00 – BBVA wants to be a lover, not a fighter, using its Open Platform, and further innovation to help fintech startups | Bank Innovation  28:45 – Sharing the love, fintechs are pairing up with smaller banks to overcome the no-charter hurdle | L.A. Times 31:54 – It’s a numbers game – accounting-related positions are the best jobs to have in America! | MarketWatch  35:57 -  A position that allows you to learn and move upward leads to the highest amount of job satisfaction 37:57 – Tech is top priority … Really, it is! | Deloitte Controllership Digest  40:11 -- Make sure you come back next week for more important survey results, like the third-quarter AICPA Economic Outlook Survey!  40:36 – The moment you've been waiting for! More news and insight on the MyPayroll fiasco!  41:32 – Meet two of the frontline reporters in the MyPayrollHR situation - Chelsea Diana, and Michael Williams 47:44 – It's important to note that there is no indication that the employees of MyPayrollHR  knew what was going on.  49:16 – It's still not clear where all that money went, or if parties, like Cachet, who eventually covered the missing payroll, will be reimbursed 49:40 – Just how big of a tangled web did Michael Mann weave?  50:22 – At least three banks claim a combined loss of $36 million due to fraud, but did not name Mann, or MyPayrollHR in their disclosures 50:58 – This Michael actually laid eyes on that elusive Michael, and can confirm he is human, sort of ...  51:40 – The Big Chill - Mann's check-kiting antics resulted in frozen accounts at both Bank of America, and Pioneer Bank 52:55 – Mann, and MyPayrollHR's parent company, Valuewise, had their hands in a variety of business, ranging from staffing to healthcare, and beyond 57:22 – Though Mann has admitted to $70 million worth of fraud, it's up in the air what will happen next 59:27 – No matter Mann's motive for committing this fraud, the key takeaway for accountants and bookkeepers recommending payroll services to clients is to know exactly who you're dealing with!  Connect with Our Guests!Michael Williams Website: https://www.timesunion.com/author/michael-williams/ Twitter: https://twitter.com/michaeldamianw?lang=en Chelsea Diana Website: https://www.bizjournals.com/albany/bio/25841/Chelsea+Diana LinkedIn: https://www.linkedin.com/in/chelsea-diana/ Twitter: https://twitter.com/AlbBizChelsea Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

1hr 1min

29 Sep 2019

Rank #5

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Do bookkeepers have more to offer?

SponsorsBQE CORE: http://cloudaccountingpodcast.promo/coreSign 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?  02:56 – Meghan shares the inspiration behind the  Inclusion Without Assimilation - Encouraging Diversity and Inclusion within the Accounting, Finance and Fintech world event, featuring some of The Cloud Accounting Podcast’s former guests – Jina Etienne, and Nayo Carter-Gray 07:57 – The reviews are in! David and Blake run down some more reviews of the show from iTunes and Podchaser 10:37 – Intuit’s ecosystem, and revenue continue to grow, according to their latest earnings report | Intuit 13:20 – Well, they do say imitation is the sincerest form of flattery .. QuickBooks’ latest addition, employee benefits options, looks a lot like Gusto’s product offering | Intuit QuickBooks  15:07 – The Xero-OnPay partnership - in search of a bountiful harvest from the ag industry | Xero Blog 15:32 – In light of Expensify’s recent CPE-credit offering, Blake explains why this might be a no-brainer when it comes to increasing engagement | Business Wire 18:07 – Cash – more than $6 billion of it - is still king in some of Uber’s global locations | MarketWatch 21:31 – Strategic move or smokescreen? UPS eliminates 60+ accounting jobs in Texas | The Dallas Morning News 24:13 – Tax preparers who don’t raise their rates are leaving a load of money on the table | Accounting Today 26:15 --  Meghan talks about changing the scope of services along with raising rates, and why bookkeepers are typically the first to try out new strategies, like perpetual accounting  | CPA Practice Advisor 27:55 – 34.3 billion reasons the IRS needs a bigger budget | Indiana University  29:07 -- Why Matt Paff (another former CAP guest) is showing MYOB the door | LinkedIn 30:53 – In the aftermath of last week’s WeWork discussion, a listener, Amy Walker, CPA, shared how she’s witnessed coworking spaces, like WeWork, evolve into more of an enterprise solution 32:55 – A Work-from-Anywhere strategy benefits both companies and their employees | Harvard Business Review 34:43 – Can help desk software help accounting firms help their customers? | Future Firm 37:19 If you’re not into more software, Blake, David, and Meghan share some other strategies for tackling customer service 39:00 – Bookkeepers, who’s really your client? Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEB Connect with Meghan Blair-ValeroTwitter: https://twitter.com/FoggedInbooksLinkedIn: https://www.linkedin.com/in/meghan-blair-valero-6825b11b/Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

43mins

30 Aug 2019

Rank #6

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How Much Does a CPA Make?

Sponsors SmartBooks Genie: https://cloudaccountingpodcast.promo/genie ClockShark: https://cloudaccountingpodcast.promo/clockshark OnPay: http://cloudaccountingpodcast.promo/onpay Show Notes 02:49 - Practice Ignition's Top 50 Women in Accounting 2019 - Practice Ignition  03:42 - IRS Facing Union Pressure to Take More Coronavirus Precautions -  Bloomberg 05:32 - Last week's discussion re: AICPA tax-deadline extension 07:42 - Coronavirus Is a Preview of Our Self-Isolating Future - Medium 09:51 - Carl Icahn’s biggest short? Commercial real estate - The Real Deal 10:56 - The Coronavirus Is Creating a Huge, Stressful Experiment in Working From Home - The Atlantic 13:30 - Tech Tools for Working through the Coronavirus - CPA Trendlines 20:17 - TurboTax phishing scam with Excel attachment makes the rounds - Accounting Today 21:13 - The Monster Lurking in Hidden Excel Worksheet - Trustwave 21:34 - Microsoft Human-operated ransomware attacks: A preventable disaster - Microsoft 23:37 - Billionaires like Jeff Bezos use the same phone you do — and that makes them very, very hackable - Business Insider 25:46 - For GE, Dropping KPMG Won’t Be Easy - Wall Street Journal 31:48 - Amid shifting industry, college accounting programs add technology, data analytics courses - Hartford Business 32:40 How Much Does a CPA Make? - Divvy 34:05 - Three common challenges (and three solutions!) for women in the profession - AICPA Insights 36:38 - Wells Fargo Chairman Elizabeth Duke Resigns - Wall Street Journal 39:53 - Amazon Opens Cashierless Supermarket in Latest Push to Sell Food - Wall Street Journal Amazon is opening its first full-size, cashierless grocery store. Here's a first look inside - CNBC 43:18 - Delaware Lawmakers Eye Ban on Cashless Stores - U.S. News Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!  Meet Blake and David in person!  May 31 - June 3, 2020: BQE Succeed - Encore at Wynn Las Vegas Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Classifieds High Rock Accounting: careers@highrock.co Bookkeeping Side Hustle: www.BookkeepingSideHustle.com/bookkeeping-guidebook Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd  

47mins

18 Mar 2020

Rank #7

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Visa acquires Plaid & Intuit makes ChronoBooks exclusive to QBO Advanced

Sponsors QuickFee: https://cloudaccountingpodcast.promo/quickfee AccountingSuite: https://cloudaccountingpodcast.promo/asuite OnPay: http://cloudaccountingpodcast.promo/onpay Show Notes 01:52 – David can see clearly now, just in time to admire the cracked screen of his smartphone 02:42 – Blake's upping his skills game at Jirav, learning financial modeling 03:08 – Blake's second webinar - Webinar Recording: How to Build a Financial Model for an Accounting Firm | Jirav 04:25 – The most effective way to master a new tool or software is to use it for yourself, or a client 05:24 – Is there life after The Cloud Accounting Podcast? Blake reveals his retirement plan 06:57 – Side hustles can help you understand your clients' pain points 07:42 – American remote-worker ranks have nearly tripled in the past two decades! 08:02 – Business on top, PJs on the bottom - just one of the reasons why remote work rules!  08:18 – Reviews! Thank you, I <3 smilies, Aassas, and Glafollette!   13:43 – Visa changes it stripes, with some $5.3 billion Plaid | Bank Innovation 14:30 – Is data the new oil?  15:46 – Everything old wants to be new again, when it comes to fintechs, at least | Advisorhub 16:30 -- Visa's Acquisition of Plaid Presentation | Visa 17:42 – No QuickBooks Online Advance? No ChronoBooks for you! | Intuitive Accountant 19:16 – Perhaps Intuit killed the wrong tool? The ChronoBooks backlash begins 23:38 – Who needs a one-percent reward, when you can boost your Karma with every purchase? | Expensify  27:12 – Dave Barrett makes a case for Karma | Expensify 27:23 – Do you Concur? Emburse wants to change your mind! | Accounting Today 29:19 – Google ups its productivity game with the acquisition of AppSheet | AppSheet  31:16 – Stand up and shout  - FASB is the villain! | Accounting Today 33:02 – While it might delight CPAs and auditors, this 10,000 page codification, for mere accounting mortals, is a bit much 33:28 – The End of Accounting by Baruch Lev and Feng Gu | Amazon 34:32 – There's really no place for GAAP-basis financials in a subscription economy 37:11 – The CCPA implementation comes with a pretty hefty price tag - $55 BILLION |The Hill 39:11 – Could the CCPA be more trouble, and new risk than it's actually worth?  41:00 – Email still poses the biggest security threat for small businesses | PYMNTS 42:17 – Deepfake audio fraud is the new risk in town | Axios 43:28 – Are Google and Facebook too big to fail? Apparently not when it comes to invoicing scams | Fortune  44:19 – While paper check usage declines, check fraud continues to rise | WSJ 45:09 – UK small businesses are just not that fond of open banking |  PYMNTS 46:29 – Be afraid; be very afraid of the Buffett Indicator | CCN 47:05 – Mr. Buffett buys low, and sells high, or holds ... Be like Mr. Buffett!  49:41 – Time to move to Finland? | Quartz at Work 51:44 – Eliminating useless and constant meetings might be even more useful than a four-day workweek 52:28 – Who needs humans when you can hire an Alphabot? Walmart's trying to stay in the game with warehouse automation | Gizmodo Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!   Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFutureFirm.co: https://futurefirm.co/cloudaccounting/ Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

58mins

19 Jan 2020

Rank #8

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Is Intuit marketing QuickBooks with Live Bookkeeping to clients of ProAdvisors?

SponsorXero: http://cloudaccountingpodcast.promo/joinxero Show Notes 01:21 -- We got some more reviews! Leave us a review on iTunes and we’ll read it on the air. 02:33 -- Scroll to the comments of this review on The College Investor for some pretty scathing reviews of Visor, the $99 tax prep service we covered in the last episode of the Cloud Accounting Podcast (they did not have a good busy season). 03:15 -- Ryan Lazanis says that the only way traditional accounting firms can compete with accounting startups like Visor, Pilot, Bench, and Botkeeper is personalized service.  05:30 -- According to a stat published in the Journal of Accountancy, only 60-70% of small firms (under $1 million in revenue) accept credit cards as a form of payment. 06:31 -- Here’s a story about a CPA who has partnered with other professionals to act as the single point of contact for all his client’s financial needs. It's a great example of how accountants can create plenty of value beyond compliance, which will become increasingly automated over the next decade. 09:31 -- Henry Bloch, the ‘H’ in H&R Block, died at 96. 11:44 -- Intuit appears to be marketing QuickBooks Live to clients of ProAdvisors. 19:24 -- Here’s why there won't be an Uber for Bookkeeping — at least that’s what Blake thought three years ago. Has QuickBooks Live changed that? 21:49 -- Jordyn Dahl, News Editor at LinkedIn, posted about the QuickBooks Advanced Rate Limits. The quantity of comments suggests this is a big deal. 22:32 -- Businesses that invoice via QuickBooks Payments can receive next-day funding for both credit card and ACH transactions. It’s only available to QuickBooks Online and GoPayment customers for now. It costs 1% (max $10) per transaction. Next day is also available for credit cards, with no additional fee. 25:19 -- Intuit sees uptick in TurboTax sales this year. Intuit reported a 5 percent increase in TurboTax units sold this tax season compared to last year, thanks to a 7 percent increase in TurboTax Online sales. Intuit CFO Michelle Clatterback said the company’s consumer group now expects full-year fiscal 2019 revenue growth to be about 10 percent, at the high end of its previous guidance range of 9 to 10 percent. It will be reporting its quarterly earnings on May 23. 26:33 -- Here are the top 10 cities for accountants. A study by AdvisorSmith analyzed 399 small, midsized and large cities across the country based on accounting salary and job availability statistics from the Bureau of Labor, and on the local cost of living from Sperling’s BestPlaces. 28:04 -- The Desktop Accounting Podcast is headed your way soon! 28:55 -- Here are three ways to charge $25K to your customers, courtesy of Greg Kyte. 32:15 -- Listen to “I’m not a Robot” on Planet Money to learn how scammers are paying humans to defeat CAPTCHA. 33:28 -- Slack is bridging email to chat, improving calendar integration and search. Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes.

37mins

29 Apr 2019

Rank #9

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Square Books is here — is accounting next?

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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? The Daily Mail article includes a video clip from what seems to be some form of corporate roleplaying/training. Enjoy.  03:02 – Come rain, sleet, snow, or fire alarm, some Big Four firms file returns no matter what!  03:44 – More automation from Square with Square Assistant for AI-powered scheduling and messaging | Square  04:12 – Square’s hitting the Books … The GL kind | Square 07:03 – Square - reinventing the accounting wheel one double entry at a time 08:04 – Is this all part of Square's plan to become a bank?  11:38 – Square deals meals - Square for Restaurants brings management tools to the table | Square 12:53 – Meals on wheels? Along with the management toolset, Square for Restaurants integrates with Caviar, their meal-delivery service 14:55 – Outside looking in? How do accountants and bookkeepers stay relevant in the face of the ever-increasing automation and DIY accounting tools?  16:39 – Who's really in charge? With Big Tech firms  controlling the software on your PC, how much control do you have left? | Yahoo! 20:13 – There is no such thing as free! Reckon cuts off customers until they buy new licenses | The Sydney Morning Herald 21:36 – QB Desktop Payroll gone come 2020 | Intuit QuickBooks 23:36 – Hubdoc Xeros in on better functionality with new permissions features | Xero Blog 24:33 – Can a Xero change its Stripe? Xero adds several new functions to its Stripe integration  25:39 – Bill.com's moving on up to the midmarket with their latest round of features | Finextra  28:00 – Veem and Zapier have joined forces to add even more functionality to Veem's payment service | Veem 31:57 – Need to learn how to use Zapier? Find a trainer, like Heather Satterly to help you out | Nerd Enterprises 32:06 – Gusto adds to their FreshBooks integration | FreshBooks 33:01 – No more slacking off, with new custom workflows in Slack | Slack Blog 35:06 – ScaleFactor unleashes a small-biz credit card | BusinessWire 36:08 – Small banks-tech company collabs aren't just a fad, but how much is too much when it comes to growth? | Bank Innovation 36:45 – Chime broke the bank, literally, when their app completely shut down | CNBC 38:14 – Well, actually, Galileo, the company powering Chime, was the true source of the outage  38:49 – Galileo didn't seem to have time to worry about the Chime outage. They were too busy touting their latest $77 million raise 41:16 – Leave your hubris at the door, please - these bank-tech firms might want to start focusing more on their 'users' and less on their egos 42:47 – Shirts, and stickers, and merch, oh my! Get your official and limited edition Cloud Accounting Podcast stuffs now!  Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Meet Blake and David in person!  October 22-25: Sage Intacct Advantage in Las Vegas October 29-30: AcuityCon in Atlanta November 5-8: QuickBooks Connect in San Jose November 5: Practice Ignition PreCon Party in San Jose November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

43mins

22 Oct 2019

Rank #10

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Is your QuickBooks secure in the cloud? Four hosting companies ransomwared

Sponsors BQE CORE - http://cloudaccountingpodcast.promo/core Rewind.io - http://cloudaccountingpodcast.promo/rewind Show Notes 02:23 – Blake and David recap the ongoing iNSYNQ ransomware debacle 03:07 – Official iNSYNQ ransomware update (https://www.insynq.com/support/#status) 04:00 – iNSYNQ feedback from unhappy Tweeters  05:12 – Homeland Security's October 2018 warning about possible ransomware attacks (https://www.msspalert.com/cybersecurity-news/dhs-warning-msps-csps/)  06:18 – Tweeting with iNSYNQ CEO Elliot Luchansky on 7/23 before he backed out of the interview (https://twitter.com/BlakeTOliver/status/1153550898435485696?s=20) 08:21 – Get a clue - You can't control the conversation 08:59 – Should Intuit do more to protect customer data? (http://www.intuithostingprogram.com/authorized_hosts.php)  11:01 – From the Intuit Hosting Program FAQs - "The Commercial and Standard Hosts who participate in the program are solely responsible for the security, privacy, availability and backup of QuickBooks data files and the software that they host, in accordance with their end user hosting service agreements" (http://www.intuithostingprogram.com/faqs.php) 12:40 – Meanwhile, on Apps.com, out of 650 apps, only one has been breached 13:36 – Wake-up call to hosting providers (https://www.channele2e.com/news/msp-judgment-day/)  14:14 – Blake's take on the iNSYNQ Situation 15:28 – Jack Newton on the "unholy combination" of cloud and on-prem technologies - (https://twitter.com/jack_newton/status/1154368009906970625) 16:51 – Slightly ironic? Five Ways to Avoid a Ransomware Attack (https://www.insynq.com/blog/5-ways-to-avoid-a-ransomware-attack/) 17:27 – Rachel sheds light on some of Sage's cloud and desktop hosting elements 22:30 – How "Six Ways How Cloud Computing Improves Accounting Practices" confuses the issue of  cloud v. desktop  (https://www.hostreview.com/blog/190723-6-ways-how-cloud-computing-improves-accounting-practices) 24:56 – Rachel talks about MindBridge, and the benefits of using AI for audits 28:15 – Part of MindBridge's successful marketing campaign (https://www.mindbridge.ai/university-alliance-alumni/) 32:44 – According to Michael Izza, ICAEW Chief Executive, the auditing profession needs to "be prepared to think and act differently" (https://www.cpacanada.ca/en/news/pivot-magazine/2018-08-28-michael-izza-interview) 34:04 – Words of wisdom for auditors (https://www.cpacanada.ca/en/news/pivot-magazine/2019-02-26-mindbridge-ai-auditing) 35:35 – Where IS the best place to find top-level accounting talent? (https://www.accountingtoday.com/opinion/where-should-you-be-looking-for-top-accounting-talent) 37:36 – The IRS issues some 10,000 gentle reminders about cryptocurrency filing obligations (https://www.journalofaccountancy.com/news/2019/jul/virtual-currency-irs-filing-201921691.html) 38:30 – How to pay your $3 million IRS bill in cash (https://www.foxbusiness.com/politics/pot-company-ceo-tax-bill-cash) 40:19 – Expensify takes home some bling for its 2019 Super Bowl 2 Chainz video (https://www.accountingtoday.com/news/expensify-wins-big-in-cannes-for-2-chainz-video) 43:08 – Using Microsoft Excel’s Power Query might leave you vulnerable to malware attacks (https://www.zdnet.com/article/microsoft-excel-power-query-feature-can-be-abused-for-malware-distribution/) 44:16 – SMB lender OnDeck wants to become a bank (https://bankinnovation.net/allposts/operations/comp-reg/smb-lender-ondeck-actively-pursuing-bank-charter/) 45:26 – Lendio, another SMB player, acquires Billy, a cloud-accounting app, rebranding it as Sunrise, perhaps offering a ‘light’ alternative to QBO and Xero (https://smallbiztrends.com/2019/07/sunrise-bookkeeping-app.html) 47:37 – California wants to increase truth-in-lending protections for small business borrowers (https://www.pymnts.com/loans/2019/california-proposed-business-lending-rules-draw-support/) 49:30 – 59 percent of larger firms still haven’t tackled payment automation (https://www.pymnts.com/news/payments-innovation/2019/mastercard-on-tackling-ap-automation-last-mile/) 51:24 – Gusto’s Series-D round raises $200 million for East Coast expansion and continued development on its Flexible Pay feature (https://techcrunch.com/2019/07/24/smb-payroll-startup-gusto-raises-200m-series-d-plans-rd-expansion-to-nyc/) Connect with Rachel Rachel Fisch on Twitter: @FischBooks LinkedIn: Rachel Fisch, CPB Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

54mins

1 Aug 2019

Rank #11

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ASC 606 is wreaking rev rec in biotech. Here's how one tech-savvy accountant aims to fix it.

Learn more about intheBlk software at http://www.intheblksoftware.com.  Subscribe:  Listen on iTunes Listen on Google Play

20mins

1 Oct 2018

Rank #12

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Heather Smith on going from management accounting to cloud accounting, to one million views on YouTube

Show Notes Buy Xero for Dummies on Amazon Watch Heather Smith’s popular YouTube channel Listen to the Cloud Stories podcast Subscribe to Heather Smith's email newsletter Subscribe Listen on iTunes Listen on Google Play

28mins

7 Sep 2018

Rank #13

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Why Amazon — and accounting firms — have no choice but to retrain their workers

Sponsors FloQast:  http://cloudaccountingpodcast.promo/floqast AutoEntry: http://cloudaccountingpodcast.promo/autoentry Show Notes 00:53 - Welcome to the Cloud Accounting Podcast! 00:57 - Amazon’s Latest Experiment: Retraining Its Work Force | NYTimes (https://www.nytimes.com/2019/07/11/technology/amazon-workers-retraining-automation.html) 05:23 - The end of the war for talent? | Accounting Today (https://www.accountingtoday.com/news/the-end-of-the-war-for-accounting-talent) 08:39 - Companies use this creative trick keep wages stagnant, even in a strong economy | MarketWatch (https://www.marketwatch.com/story/this-theory-could-help-explain-why-wages-arent-rising-faster-2018-08-06) 12:00 - Microsoft Teams reaches 13 million daily active users, introduces 4 new ways for teams to work better together | Microsoft (https://www.microsoft.com/en-us/microsoft-365/blog/2019/07/11/microsoft-teams-reaches-13-million-daily-active-users-introduces-4-new-ways-for-teams-to-work-better-together/) 14:32 - We talked to 10 Robinhood insiders about how the $6 billion trading app botched a launch so badly Congress got involved | Business Insider (https://www.businessinsider.com/robinhood-millennial-trading-app-ignored-rules-checking-and-savings-2019-7) 17:47 - Bill.com Doubles Currencies and Countries for No-Fee International Payments | Insightful Accountant (https://www.intuitiveaccountant.com/vendor-news/bill-com-doubles-currencies-and-countries-for-no-fee-interna/) 19:20 - MindBridge Ai gets $11M in new funding to accelerate AI development | Accounting Today (https://www.accountingtoday.com/news/mindbridge-ai-gets-11m-in-new-funding-to-accelerate-ai-development) 20:21 - Kabbage secures $200M to fuel its AI-based loans platform for small businesses | TechCrunch (https://techcrunch.com/2019/07/02/kabbage-secures-200m-to-fuel-its-ai-based-loans-platform-for-small-businesses/) 22:04 - CPAs see risks in complex financial instruments and derivatives | Accounting Today (https://www.accountingtoday.com/news/cpas-see-risks-in-complex-financial-instruments-and-derivatives) 26:13 - Monopoly Goes Cashless, Games Gain Popularity | PYMNTS.com (https://www.pymnts.com/innovation/2019/monopoly-goes-cashless-board-games-gain-popularity/) 28:39 - myGov website goes down affecting tax return services | Twitter (https://twitter.com/i/events/1149484643801939970) 30:47 - Follow @BlakeTOliver and @DavidLearn on Twitter 31:32 - Meet us in person at the Accounting & Finance Show LA (https://www.terrapinn.com/exhibition/accounting-finance-show-la/index.stm) Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

32mins

16 Jul 2019

Rank #14

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Tax Software Ranked & Summit Hosting Ransomwared

Sponsors G-Accon: http://cloudaccountingpodcast.promo/gaccon OnPay: http://cloudaccountingpodcast.promo/onpay BQE Core: http://cloudaccountingpodcast.promo/core Show Notes 00:50 – More Super Bowl earworms here | Ad Age 01:34 – Last week's discussion on tax-prep confidence levels 03:54 – Fake news or worthwhile information? You decide! | Business Insider 06:38 – More helpful journalism from Biz Insider's Eric Rosenberg | Business Insider 10:09 – Which tax software is the best for firms? | CPA Trendlines 11:53 – Intuit ProConnect expands their tax professional ecosystem | Silicon Valley Daily 12:35 – No news is no news when it comes to the Summit Hosting outage, but we're covering it! 20:06 – As per usual, Reddit users have something to say about Summit | Reddit 22:48 – The real cost of ransomware attacks? | Coveware 26:14 – OOPS! That's our bad! – Microsoft makes a huge data boo-boo | Threatpost 28:39 – Just what we need – another report. That'll fix what ails our government! | Accounting Today 30:43 – It's only money ... $22 TRILLION worth ... | Politico 34:03 – When you see complex accounting shenanigans, be like Mr. Buffett and run the other way | Yahoo! Finance 35:06 – You might not like green eggs and ham, but Sam.I.Am likes The Cloud Accounting Podcast!  Thanks for a great review, Sam.I.Am!  37:11 – There's more to CFO-ing than numbers | WSJ 41:03 – Blake sees goodwill in a new light, thanks to David 46:07 – The Gene Marks tome - Outfoxing The Small Business Owner: Crafty Techniques For Creating A Profitable Relationship 47:00 – Teller sets its sights on Plaid with a $4M raise | TechCrunch 49:34 – Former CAP guest, Jason Deshayes, shares his delightful bank-feed experience  Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!  Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Classifieds FutureFirm.co: https://futurefirm.co/cloudaccounting/ Elefant: https://elefanttraining.com Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

53mins

3 Feb 2020

Rank #15

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Why GAAP is outdated & news from Sage Intacct Advantage

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 for Employees as Costs Instead of Assets” 01:50 – Blake found a lot of similarities to Baruch Lev’s “The End of Accounting” in Ethan’s article | WSJ 02:30 – Using GAAP today is like fixing a Tesla with a Model T manual 04:12 – Why the lack of reporting human capital is a huge problem 05:32 – Will disclosures on human capital get political?  06:48 – Reporting human capital tells a more compelling story to investors 08:21 – Offering high-quality employee development programs is one way to ride out the economic storms | WSJ 10:28 – There needs to be a broader range of rules in GAAP for telling the stories of these companies 12:04 – The more things change, the more they stay the same, especially where GAAP is concerned 13:58 – Nap time for David? Ethan talks about Boeing’s use of program accounting | The CPA Journal 15:30 – David finally weighs in – Given the emotional climate of investing, what exactly is GAAP used for?  17:06 – Regardless of investors’ evaluation tactics, Ethan still thinks GAAP is relevant 19:10 – Is Ethan a social-media anomaly?  23:04 – More insightful Cloud Accounting Podcast content is on the way! Subscribe now, so you don’t miss out!   23:28 – Innovation is the theme of Sage Intacct Advantage 2019 | GlobeNewswire 24:36 – Finance 3.0, Intelligent GL (AI), product announcements, and more key takeaways from the conference 28:43 – Sage’s goal is to “eliminate the close …” stay tuned for more insight on this aspiration from Sage CTO Aaron Harris in a future interview 30:13 – Some hints about what will become of the AutoEntry acquisition?  32:50 – Mark your calendars! Intacct Advantage 2020 hits sunny Florida! 34:15 – Update on the QuickBooks Desktop Payroll discontinuation – So far, it’s only in the UK version! | Intuit QuickBooks 35:24 – Billtrust is the latest target for ransomware-ers | Krebs on Security 37:16 – Want Higher Profits? Hire a Female CEO, CFO | Korn Ferry 39:14 – The opposite of woke … E&Y instructs its female counterparts on the art of dressing and behaving appropriately? | The Huffington Post 40:44 – Nuke launches have gone digital … We feel so much safer now | Engadget Connect with Ethan RouenLinkedIn: https://www.linkedin.com/in/ethan-rouen-16a9551/Website: http://www.ethanrouen.com/Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Meet Blake and David in person!  October 29-30: AcuityCon in Atlanta November 5-8: QuickBooks Connect in San Jose November 5: Practice Ignition PreCon Party in San Jose November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

43mins

29 Oct 2019

Rank #16

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Congress to ban IRS from creating online tax filing software, more CPA firms allowing work from home, update on QuickBooks Online Advanced, and how to brainwash your staff with an app

SponsorXerocon: http://cloudaccountingpodcast.promo/xerocon Show Notes 00:53 -- Thanks for the reviews! Give us a review on iTunes and we’ll read it on the air. 01:51 -- The house passed a bill permanently banning the IRS from creating its own free online tax preparation software. Here’s the coverage in Huffington Post, Business Insider, and ProPublica. For the history on IRS-assisted tax prep and the arguments for and against, listen to Planet Money #760: Tax Hero. 08:43 -- As cashless stores grow, so does the backlash — this time in Miami. 12:44 -- Can you believe that educators are still teaching people how to use Quicken for business accounting? Here’s a keeper: “Using Quicken for farm and ranch accounting” 14:46 -- Xero's out with a new look for their invoicing feature, which now includes auto save and a nifty application of artificial intelligence for coding transactions 16:24 -- Canopy released their new mobile app. 17:38 -- TaxJar now integrates with NetSuite via SuiteTax, demonstrating their move upmarket in the wake of the SCOTUS Wayfair decision. 18:31 -- Thanks to Caleb Jenkins for posting a screenshot of the beta “Receipts” feature in QuickBooks on Twitter. Take a look here. 20:20 -- Here’s an update on the QuickBooks Online Advanced free upgrade period. Also, Blake has a hack so you can avoid ever paying for more than 250 accounts or 40 classes/locations. 27:19 -- How many CPA firms permit flexible and remote work? Find out as Blake details stats from the 2018 Anytime, Anywhere Work Survey by ConvergenceCoaching. 29:49 -- A 2-year Stanford study found that people are significantly more productive when working from home. Watch the TED Talk or read the article. 33:59 -- People have a reason to be paranoid when it comes to smart speakers. It turns out Amazon workers are listening to what you tell Alexa. 37:26 -- In China, the Communist Party under Xi Jinping is asserting ever greater ideological control over the population — this time with the help of an app. Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes.

41mins

15 Apr 2019

Rank #17

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Getting to know Acuity LIVE from AcuityCon in Atlanta

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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!  03:54 – Is your job on the automation chopping block? Find out, here 04:30 – Even with the gloom-doom reports, the demand for accountants is still going up | University of Oxford – Oxford Martin School  06:14 – Kenji notes that the fear of automation is driving curiosity and adaptation in the face of such huge changes 08:30 – Meet Sammy and Lisa! 08:59 – Sammy defines bookkeeping as a combination of traditional bookkeeping services,  some more  listening, and more advisory 09:37 – Lisa's definition of customer success is matching clients with the right tech, at the right time, so they can benefit from Acuity's full range of services 11:29 – Bank feeds are a constant source of frustration for accountants and clients alike 13:38 – Acuity's bookkeeping team uses a standard tech stack, including QBO and Xero, to ensure consistent service 16:53 – Accounting FOR food trucks FROM a 'food' truck - a new career move for your hosts?  17:42 – We ain’t afraid ’a no oversized accounting-tech ecosystem chart! | Accountex 18:29 – Lisa thinks that eventually, the mind-boggling array of accounting apps are going to consolidate into bigger, better tools.  19:01 – The Cloud Accounting Podcast - World-class recruiting tool! Listen, learn, and find excellent new hires!  20:17 – Meet Graham and Ann!  21:06 – Ann gives the rundown on Acuity's controller team functions 23:02 – Graham explains how Acuity's CFO group makes life easier for clients 23:52 – The bigger the data stack, the bigger the responsibility.  24:19 – When do you need CFO services?  27:01 – Graham shares some advice on getting into the advisory game 30:04 – What is community-adjusted EBITDA?  30:34 – Non-GAAP metrics can be used to get a clearer picture of a company's performance 31:06 – GAAP might not be fairly addressing human capital, but Acuity is by investing in its people 32:08 – Is accounting still relevant?  32:51 – When it comes to providing stellar service, data is king, even if it's non-financial 35:10 – The WeWork snafu is proof that the free market works 37:02 – Adapt or die? | TechRadar 37:59 – David says data is going to level the playing field and what really matters is people, culture, and company values  Connect with the Acuity Team Acuity: https://acuity.co/ Matthew May, Founder, VP Sales and Marketing LinkedIn: https://www.linkedin.com/in/thetechcpa/ Twitter: @thetechCPA Kenji Kuramoto, Founder & CEO LinkedIn: https://www.linkedin.com/in/kenjikuramoto/ Twitter: @kenjikuramoto Lisa Gilreath, VP of Operations LinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/ Twitter: @lkgilreath Ann O'Dea, Controller Team LeadLinkedIn: https://www.linkedin.com/mynetwork/invite-sent/ann-o-dea-a61263118/ Sammy Siddique, Cloud Accounting Team Lead LinkedIn: https://www.linkedin.com/in/sammy-siddique-64446932/ Twitter: @sammy3042 Graham Wood, CFOLinkedIn: https://www.linkedin.com/in/grahamwoodjr/ Kai Moon, Senior Customer Success Advocate LinkedIn: https://www.linkedin.com/in/hikaimoon/ Twitter: @hikaimoon Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Meet Blake and David in person!  November 5-8: QuickBooks Connect in San Jose November 5: Practice Ignition PreCon Party in San Jose November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

40mins

9 Nov 2019

Rank #18

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#AccountexUSA: Meet Cash Flow Mike

SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow 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? Learn how to tap into your experiences and tell that story 04:49 – Mike says it's imperative to start with the end in mind - and map out that advisor/client relationship  06:55 – Since everything you do impacts cash flow, you need to know the reason why  you're making every single transaction 09:01 – Run your firm like you're going to sell it - keep it show-ready every day 09:34 – Stupid cash flow tricks  12:01 – You don't need fancy tools and software, but you do need to track everything - what's coming in, what's going out, and the timing of it all 14:15 – When it comes to cash flow, looking ahead gives you time and options 14:35 – Practice what you preach. When it comes to advisory, if you believe in what you're selling, why aren't you doing it?  15:20 – What comes in should match what's going out 18:39 – A discussion on how having more month than money and oversized growth affects startups like WeWork | NYT  Connect with Mike Milan Linkedin: linkedin.com/in/mikemilan/ Website: https://www.elevatefinancialtraining.com/ Get in TouchThanks 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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Meet Blake and David in person!  November 5-8: QuickBooks Connect in San Jose November 5: Practice Ignition PreCon Party in San Jose November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Spotify: http://cloudacctpod.link/Spotify Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast

20mins

4 Nov 2019

Rank #19

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2019 Predictions! Also, Isaac Asimov predicted the computer automation revolution, Mindbody to be sold, senators prod regulators on FinTech, and what’s new in QBO

Show Notes2019 Hiring and Compensation Trends for Accounting Firms — CPA Practice Advisor — Check out these six trends hiring managers in public accounting need to know, as identified by research for the 2019 Robert Half Salary Guide for Accounting and Finance Professionals. 35 years ago, Isaac Asimov was asked by the Star to predict the world of 2019. Here is what he wrote — The Star — The famed science fiction writer was wrong about a world government, but pretty close on robots. On computers, though ... The year ahead for accounting: 2019 in numbers — Accounting Today — Accountants share their expectations and plans for the next 12 months, with data from Accounting Today's annual survey. Top 10 Accounting Marketing Trends for 2019 — AccountingWEB — Here are the top 10 accounting marketing trends for 2019 according to Dawn Wagenaar of Ingenuity Marketing Group. Mindbody to be Sold to Vista Equity for $1.9B — CFO — The deal adds Mindbody's business management software products for fitness and yoga studios to Vista's portfolio. Senators Prod Regulators on Fintech Oversight — CFO — A bipartisan letter follows attempts by Robinhood to rebrand a cash management service. What’s New in QBO: December 2018 — QuickBooks Blog — New in QBO: 1) Next-day credit card deposits in QuickBooks Payments, 2) Auto-collected contractor W-9s, and 3) Automate routine tasks in QuickBooks Online. Millennials and Gen Z Driving Major Shifts in Customer Expectations According to a New Study Commissioned by Zendesk — BusinessWire — Among the top takeaways: "According to this study, 67 percent of U.S. respondents have used live chat, social media, or texting for customer service. Among Gen Z and Millennials, 46 percent and 47 percent respectively have used social media to communicate with customer service in the past year -- compared to only 7 percent of Baby Boomers and 26 percent of Gen X. More than a third (36 percent) of Gen Z consumers prefer social media for simple inquiries compared to only 5 percent of Baby Boomers." The 30 Fastest Growing Business Apps in 2018 — Zapier — Chatbots were everywhere in 2017—only to fall off the zeitgeist in 2018. But they’re far from gone. ManyChat, this year’s fastest growing app on Zapier, found the sweet spot for chatbots, driving continued growth after being their fastest growing new app in 2017. Subscribe Listen on iTunes Listen on Google Play

39mins

8 Jan 2019

Rank #20