Podcasts by The Accounting Podcast

The IRS Is Infrastructure from 2021-04-13T20:55:57

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Value Pricing Secrets Revealed from 2021-04-06T22:34

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Alphabet Soup Stimulus Update with Justin Elanjian, CPA from 2021-04-01T08:47:18

Show Notes

• (1:50) Paycheck Protection Program
• (8:18) Employee Retention Credit
• (18:18) Shuttered Venues Operators Grant
• (25:29) Restaurant...
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Will Your Firm Survive Jeff Bezos? from 2021-03-31T00:08:05

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May The 17th Be With You This Tax Season from 2021-03-23T13:30:15

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CPA Leaders Most Optimistic Since Pandemic from 2021-03-17T21:38:18

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PREVIEW: Accounting Salon Conversations from 2021-03-10T15:00

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AICPA Calls For SBA To Change Unfair PPP Guidance from 2021-03-09T18:09:40

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#Accountant Is Not What You Think It Is On TikTok from 2021-03-02T18:07:46

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Bad App Causes $900 Million Bill Pay Blunder from 2021-02-24T22:18:53

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Deloitte Canada Gives Up On CAS from 2021-02-19T12:29

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Crypto Update with Shehan Chandrasekera&Dr. Sean Stein Smith from 2021-02-16T20:02:56

Guests

Shehan Chandrasekera, CPA
https://www.linkedin.com/in/shehanc/

• CPA Practice Advisor 40 Under 40 h...
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Ed Kless on the Pandemic's Impact on Remote Work in Accounting from 2021-02-15T14:21:59

Meet Ed Kless

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Terrible TikTok Tax Advice from 2021-02-10T00:00

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Sage Outage Leads To Threats Of Violence from 2021-02-02T21:15:03

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Should you buy Bill.com stock? from 2021-01-31T22:10:42.023393

In this episode, we cover a lot of accounting ground, including some reasons for and against investing in Bill.com now that it's public on the New York Stock Exchange. We also examine the threat t...

SNH19: Mayumi Young, Social Innovator and Founder of CPA MOMS® from 2021-01-31T22:10:42.023393

David meets up with Mayumi Young, Founder and CEO of CPA MOMS®, at Scaling New Heights 2019 to talk time, technology, and how Society 5.0 will take over where the Information Age left off. In addit...

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 from 2021-01-31T22:10:42.023393

Blake and David discuss KPMG’s new small business tax and accounting offering “KPMG Spark,” Deloitte’s similar venture into SMB accounting called "ctrl by Deloitte,” Intuit’s new “Backing You” mark...

Proof That Accountants Are More Productive Working From Home from 2021-01-27T21:18:37

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Visa and Plaid Split After Nearly One Year Together from 2021-01-20T00:00

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Big 4 Accounting Firms Take Big Stand from 2021-01-12T23:46:54

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Everything is Bigger in Texas — Including Tax Fraud from 2021-01-07T00:00

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Meka Leka Hi Meka Hiney Ho 2021 Is A Go from 2020-12-30T07:29:22

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PPP Recipients Now Eligible for ERC: How to Maximize the Benefit from 2020-12-24T10:46:05

Show Notes

2:32 - Consolidated Appropriations Act of 2021 Enhances the Employee Retention Credit
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LegalZoom Launching Bookkeeping and Tax Services from 2020-12-22T06:17:18

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PPP 2.0 and Everything You Need To Know with Justin Elanjian of Aprio from 2020-12-20T23:02:41

Show Notes

2:58 - Additional Expenses eligible under PPP Loan forgiveness

4:42 - Tax implications of PPP forgiveness

07:15 - Simplified loan forgivenes...

David and Blake Miss the Mark on PPP from 2020-12-15T21:16:08

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Thanks Stripe! Now Every App Can Be A Bank from 2020-12-09T06:24:37

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Credit Karma Exits Tax Prep, Square Enters from 2020-12-02T00:00

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IRS To Increase Audits On Small Business By 50% from 2020-11-24T18:32:21

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Millennials Need Helicopter Accountants from 2020-11-16T00:00

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How Trump's TCJA Caused Him to Lose from 2020-11-10T00:00

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Accounting Jobs Are Coming Back from 2020-11-04T16:37:33

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Expensify Stand Down and Stand By from 2020-10-25T09:58:21

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Ernst&Young Auditors Under Scrutiny After String of Massive Frauds from 2020-10-21T15:51:20

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Rubber Stamped Forgiveness for PPP Loans from 2020-10-15T21:26:23

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Happy Birthday Excel 🎂 from 2020-10-07T21:00

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Who Are Accountants Voting For? from 2020-10-01T21:45

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Fintechs Dominate Covid Economy from 2020-09-22T08:00

So. Much. News. TikTok Bid Highlights Oracle’s Public Embrace of Trump; Senate, Supreme Court opt out of Trump payroll tax deferral; House Republicans push to reopen Paycheck Protection Program ami...

Employers Take Hard Pass on Trump Tax Deferral from 2020-09-15T00:00

So. Much. News! Grab a beverage, and/or snacks! Major companies reject Trump’s payroll tax deferral; SaaS Firm CEO Resigns; Layoffs, Probe Follow; DOJ: 57 Charged With Alleged PPP Fraud; Melio Ra...

Big Firms are Pyramid Schemes ? from 2020-09-07T12:30

There's a lot to talk about today, including news on how CPA domain applications are now open, and some discussion on the Federal Reserve's new FedNow service. We'll also touch on Arizona being the...

Employers Responsible for Trump Payroll Tax Deferral from 2020-09-01T00:00

While we wait for AI to take over the world, there's a lot to talk about in the now, like the fact that the IRS guidelines put employers on the hook for Trump's payroll tax break, and how Intuit's ...

Value Pricing Accounting Advisory Services from 2020-08-25T18:30

We've got a lot to talk about in this episode including how clients disappointed with tax refunds, expect more from accountants, more app news with QuickBooks Online Advanced now supporting fiscal ...

Accountants Nervous About Trump Payroll Tax Deferral from 2020-08-17T00:00

Lots of news to cover in this episode, including how before BigCommerce’s 200% IPO pop, Intuit offered $1.5 billion for the software company, and why AmEx is in advanced talks to buy SoftBank-backe...

When Time-Based Pricing Works (Or Does It?) from 2020-08-11T18:00

On today's episode, we're talking about how cloud spending has reached record highs amidst the economic fallout of COVID. We'll cover industry news, such as Intuit's acquisition of TradeGecko for $...

Intuit Launches QuickBooks Cash from 2020-08-03T21:30

In this episode, we've got more PPP news, including the debate over accounting firms paying back PPP loans, the elusive and nonexistent deal on federal unemployment benefits, and how one Florida Ma...

Why ScaleFactor Failed, According to Employees (It Wasn't COVID-19) from 2020-07-28T00:00

There's a lot to cover in this episode. We'll talk about McConnell’s stimulus waiting game becoming a race against clock, and just what Democrats and Republicans want in the next coronavirus relief...

Technology Reduces Accountant Stress During Pandemic from 2020-07-20T22:00

Faulty data collection raises questions about Trump’s claims on PPP program; New York City didn't get its fair share of PPP loans, says comptroller; Accountants predict 2020 will be worst year for ...

Who Didn't Get a PPP Loan? from 2020-07-14T00:00

Much of the Paycheck Protection Program loan data is now public — Let the PPP shaming begin! Big banks pledge to donate PPP profits; Trump's tax returns may eventually become public, but not before...

Tax Day is July 15... Still from 2020-07-07T18:31:27

In today's episode, we're talking about how the IRS refuses to postpone the July 15 deadline, and why the AICPA won't argue the point, despite a survey of members finding that a plurality want anot...

ScaleFactor Fails to Scale, Blames COVID-19 from 2020-06-28T11:00

We're covering lots of ground in this episode, with news about how ScaleFactor, the "accounting firm with software engineers" that raised $100 million from A-list venture capital firms, is abruptly...

PPP loans over $150,000 to be made public from 2020-06-23T00:00

In this episode, we dig into two massive, recent frauds: Luckin Coffee of China, and WireCard of Europe. We're continuing coverage of the Paycheck Protection Program, and talking about how the IRS ...

Wave Makes Waves by Becoming a Bank from 2020-06-16T00:30

Today, we're talking about how Wave releases small business banking features bundled with their accounting software, but it turns out QuickBooks already quietly launched a similar feature. Then, we...

Is the U.S. Tax Code Racist? from 2020-06-08T00:00

In this episode, we're talking about how tax policy impacts social policy, how the U.S. PwC chief details "plan" to combat racism — is it just more talk? Also, after 50 years, there's still little ...

Earnings Before Interest, Taxes, Depreciation, Amortization, and Coronavirus from 2020-06-01T06:30

Uber tries the EBITDAC maneuver with its latest numbers, adding back expenses due to coronavirus; a case study of a firm that grew 15% during the last recession — what accounting firms today can le...

What Intuit, Xero, and Sage Earnings Say about Cloud Accounting from 2020-05-26T00:00

We kick things off with an analysis of Intuit, Xero, and Sage earnings announcements, plus a roundup of new cloud accounting app features, and a new blockchain app from Grant Thornton. Then we retu...

No "Mo" PPP Loan Forgiveness for Reality Star from 2020-05-18T00:30

A reality star has been charged with fraud for using his $2 million PPP loan to buy a Rolls Royce and bling! We're back with more news about the latest PPP guidance, plus the impact of COVID-19 on ...

Demand for PPP Cools Due to Worries About Loan Forgiveness from 2020-05-10T21:00

Could the tax deadline get extended again? The White House is considering it! Also, demand for the Paycheck Protection Program among small businesses has suddenly cooled, in part due to worries abo...

Let the PPP Blame Games Begin from 2020-05-03T00:00

Before it could even get started, round two of the Paycheck Protection Program (PPP) ran into problems with the SBA website failing to handle the deluge of applications from banks both big and smal...

Controller's Code: The Secret Formula to a Successful Career in Finance from 2020-04-28T21:25

Mike Whitmire of FloQast joins the show to preview his new book for accountants, "Controller's Code: The Secret Formula to a Successful Career in Finance". We discuss how accounting teams are holdi...

PPP Round 2 May Be Over Before It Even Started from 2020-04-27T00:00

In this episode, we cover a survey that shows the impact of COVID-19 on the accounting profession, why the second installment of Paycheck Protection Program money may already be spoken for, how fed...

The PPP is out of Money — Here's What We Got for $349 billion from 2020-04-19T06:00

On Thursday the U.S. Treasury announced that the SBA's Paycheck Protection Program had run out of money. Now Republicans and Democrats are squabbling about whether or not to add more money to the p...

Is PPP Failing? We Get Answers from the AICPA from 2020-04-11T00:00

Erik Asgeirsson, CEO at CPA.com, and Mark Koziel, EVP of Firm Services at the AICPA, join the show for an episode all about the Small Business Administration's Paycheck Protection Program (PPP), wh...

Heather Smith on the COVID-19 impact in Australia from 2020-04-07T00:00

Heather Smith, chartered accountant and host of the Cloud Stories podcast, "calls in" to the show and gives us an update on what's going on with coronavirus / COVID-19 in Australia. We'd love to he...

Coronavirus is Faster Than the Stimulus from 2020-04-06T00:00

There's nothing fast about the consumer, corporate, and small business protections that have been created to get us through the COVID-19 pandemic. We're covering a lot, including problems with the ...

Navigating the SBA Paycheck Protection Program from 2020-04-03T13:30

Michael Ly and Sabrina Parsons joined David and Blake to explain the Small Business Administration's Economic Injury Disaster Loan (EIDL) and Paycheck Protection Program (PPP). Michael Ly, is the f...

Will $2T Stimulus Pay for Accountants’ Self Hair Cuts from 2020-03-30T03:00

We ask: When will things go back to normal? Blake has some ideas thanks to a spreadsheet and some polls of experts • The founder of Paychex worries that "keeping the economy closed as it is could b...

Tax Deadline Extended, IRS Yet to Confirm from 2020-03-21T11:20

We're joined by tax expert, tax attorney, author, and Forbes columnist Kelly Phillips Erb AKA @taxgirl. Kelly gives us the rundown of what's been going on in Congress with tax deadline extensions, ...

How Much Does a CPA Make? from 2020-03-17T17:15

Congratulations to Practice Ignition's Top 50 Women in Accounting 2019! Also, the union representing IRS workers is concerned about the agency's coronavirus response, the impact of Covid-19 on remo...

COVID-19 Impact on the Accounting Industry from 2020-03-14T00:00

BREAKING NEWS: David and Blake record a special episode to make sense of the rapidly changing coronavirus and COVID-19 news impacting the accounting industry.

Why Women Leave Accounting Firms from 2020-03-08T23:00

We cover a lot of ground in this episode, starting off with what companies are disclosing about coronavirus risks. Then, we touch on the Wells Fargo fake accounts scandal, how Shark Tank 'Shark' Ba...

Accounting for Coronavirus from 2020-03-02T22:00

We've got a lot of news to keep you occupied this week, including how Shark Tank host, Barbara Corcoran, lost $400K due to invoice scam; Intuit's Q2 Earnings call & plans for Credit Karma; and how ...

Debit Intuit, Credit Karma from 2020-02-24T01:00

We kick things off with the breaking news that Intuit is expected to acquire Credit Karma for $7 billion. Meanwhile, the Nevada Democrats used spreadsheets to caucus without a hitch, Bloomberg and ...

Trump wants to kill the PCAOB from 2020-02-18T00:00

With Valentine's Day 2020 on the books, we're sharing the love with a wealth of news, including how the Trump Administration wants to kill the PCAOB — and we agree; how the ransomware industry is g...

How Excel Helped Win (Steal?) the World Series from 2020-02-10T16:00

In this episode: How Intuit plans to recruit QuickBooks Live bookkeepers inside of QBO (could they be coming after your staff?); Chase's WePay could turn into a general ledger app; the MyPayroll HR...

Tax Software Ranked & Summit Hosting Ransomwared from 2020-02-03T06:00

David traveled into the future to retrieve the earworm from the TurboTax Super Bowl commercial and subject us all to its terrors. Meanwhile, here in the now, we're talking about how CCH tops tax so...

We've Got No Goodwill for Goodwill & the Pentagon Sucks at Accounting from 2020-01-26T12:00

We've got as full agenda of stupid financial, accounting, and digital tricks on today's episode, including how Google manipulates search results to trick you into clicking on ads, why goodwill is s...

Visa acquires Plaid & Intuit makes ChronoBooks exclusive to QBO Advanced from 2020-01-19T13:55

Grab a snack, there's a lot to talk about in this episode! We talk about Visa's acquisition of Plaid, how Intuit has made ChronoBooks exclusive to QuickBooks Online Advanced, and Expensify's newest...

It's tax season! (and the best time to steal your competitors' clients) from 2020-01-14T23:40

It's Tax Season! In this episode, we talk about how much tax cheaters really cost everyone else, some IRS Free File updates, dealing with 1099s and how tax season might actually be the best time t...

The best and worst 2020 predictions (and some of our own) from 2020-01-12T11:30

It's January and you know what that means... Everyone is making predictions! We cover the best and worst predictions for the profession, and make some of our own. In this episode: Accountex USA is ...

How California's new privacy and contractor laws could affect you from 2020-01-05T21:50

We dive deep into two laws that took effect January 1: 1) California's Consumer Privacy Act and 2) AB-5, which reclassifies many independent contractors as employees. Even if you aren't based in Ca...

Reflecting on a Decade of Cloud Accounting from 2020-01-01T22:15

We look back from the end of 2019 all the way to 2009 — a decade in which technology changed our lives and the accounting profession. Listen for what worked, as well as the tech predictions from th...

CPA licensure evolves at an evolutionary pace from 2019-12-16T10:45

Blake is back from the AICPA's Digital CPA Conference with news about the new proposed CPA licensure model announced at the conference. Meanwhile, David's got an update on QuickBooks Live. Also, th...

The Coaches ? Live at QuickBooks Connect from 2019-12-13T06:10

What better place than QuickBooks Connect 2019 to bring together three accounting coaching phenoms? We're joined by Michael Palmer, CEO of Pure Bookkeeping, Heather Townsend, Founder of Accountants...

The Legends ? Live at QuickBooks Connect from 2019-12-13T05:50

At QuickBooks Connect 2019, we got the chance to bring together three legends of the QuickBooks world. Michelle Long, owner of Long for Success, LLC, Clayton Oates, Founder of QA Business, and Laur...

Value pricing panel becomes value pricing consultation ? Live at QuickBooks Connect from 2019-12-12T13:15

At QuickBooks Connect 2019, we originally planned a discussion with three thought leaders on the topic of value pricing, including Rhondalynn Korolak, author of the recently released, "Pricing Valu...

Next Level Women Leaders ? Live at QuickBooks Connect from 2019-12-12T05:05

Three of the four women behind Next Level Women Leaders take a seat at our table during this year's QuickBooks Connect. Co-founders Laura Tully, Nancy Buffington, and Stacy Ennis, along with Abbey...

We interview a real-life QuickBooks Live bookkeeper ? Live at QuickBooks Connect from 2019-12-11T06:10

Claudell was nowhere to be found at QuickBooks Connect 2019, but we discovered a real-life QuickBooks Live bookkeeper - Pam Bingham EA, founder of PB Tax and Accounting Services! We get the lowdown...

The year ahead for accounting & why remote work works from 2019-12-10T00:00

We made the Accounting Today Top 100 Most Influential list! Also, we talk about some of the key takeaways from the Accounting Today annual firm survey, how Sage is attempting to capitalize on Quick...

What's new for QBOA and ProAdvisors ? Live at QuickBooks Connect from 2019-12-09T15:00

We spoke with Ariege Misherghi, Intuit's Global Accountant Segment Leader, at QuickBooks Connect 2019 about what's happening with QBOA, and ProAdvisors, including new features, like the Optimizatio...

Latest on QuickBooks Live Bookkeeping ? Live at QuickBooks Connect from 2019-12-09T11:15

During our visit to QuickBooks Connect 2019, we got the chance to sit down with Ted Callahan, Director of QuickBooks Live Offering for Intuit and talk about the latest goings on with QuickBooks Liv...

The Canadians! ? Live at QuickBooks Connect from 2019-12-08T11:05

Good day, eh? At QuickBooks Connect 2019, we got the chance to connect with our northern neighbors, Intuit's Scott Zandbergen, and Cheryl Monmohan, and CA Brad Celmainis, to get the latest news on ...

HIPAA, privacy, and accountants ? Live at Sage Intacct Advantage from 2019-12-05T23:00

Our great time at Sage Intacct Advantage 2019 continues, as we take some time to talk with Mariana Antcheva, VP Legal for Sage Intacct. We dive into all things HIPAA, privacy, security, compliance,...

Why ethics and culture matter ? Live at Sage Intacct Advantage from 2019-12-05T19:05

While at Sage Intacct Advantage 2019, we had the privilege of speaking with Kelly Richmond Pope, Ph.D, CPA about the importance of ethics and culture in accounting, and how she uses her passions fo...

Is the billable hour making a comeback? from 2019-12-04T09:00

Blake and David dig into the news over Thanksgiving weekend, including how Gusto and Zenefits have abruptly ended key integrations, what accounting firms can learn from Amazon's strategy, and how t...

Let's talk subscription revenue models ? Live at Sage Intacct Advantage from 2019-12-03T16:35

During Sage Intacct Advantage 2019, we took some time to speak with David Appel, Head of Software and Saas Vertical at Sage Intacct about how maximizing value creation for clients takes precedence ...

Career path: CPA ? CFO ? CEO ? Live at Sage Intacct Advantage from 2019-12-03T15:35

At Sage Intacct Advantage 2019, we had the privilege of speaking with Laura Wiler, Vice President, Finance and Business Operations at Sage Intacct, about her career trajectory, how she landed at Sa...

Family offices: How the ultra-wealthy manage their money ? Live at Sage Intacct Advantage from 2019-12-03T14:35

How do the ultra-ultra-ultra-ULTRA-wealthy manage all that money? Some utilize what is known as a family office. We sat down with Angelo Robles, Founder and CEO of Family Office Association, at Sag...

Is bookkeeping a $10 billion market opportunity? Intuit thinks so from 2019-11-26T17:55

All the news that's fit to account for, including: Bill.com files for $100M IPO; Sage releases their full year 2019 results; Intuit releases Q1 earnings; Bench partners with Taxfyle for monthly, fi...

Eliminating the financial close with AI ? Live at Sage Intacct Advantage from 2019-11-25T17:20

"AI changes everything" — that was one of the themes of the Sage Intacct Advantage conference this fall. To discuss what that means for the Intacct product, we're joined by Aaron Harris, CTO of Sag...

How DonorsChoose scaled to $100M+ on cloud ERP ? Live at Sage Intacct Advantage from 2019-11-21T19:40

Not-for-profits aren't always thought of as the most innovative companies, but the accounting team at DonorsChoose shatters that stereotype. Learn how they've grown to $175 million in annual revenu...

What is mid-market and why should accountants care? ? Live at Sage Intacct Advantage 2019 from 2019-11-20T17:45

Founded in 1999, Sage Intacct was one of the earliest cloud accounting applications on the market — and now one of the most successful. That's why David and Blake were eager to sit down at Sage Int...

Intuit acquires ChronoBooks & news from Xerocon London from 2019-11-18T00:00

David and Blake are back from weeks on the road and ready to dig into the news, including: Intuit has acquired ChronoBooks to bundle with QBO Advanced; Xero released their half year 2020 results, p...

A rundown of QuickBooks Online news from #QBConnect from 2019-11-12T21:45

We're recording at QuickBooks Connect 2019 in San Jose with David DiNardo, owner of ENVOLTA Inc (one of the fastest-growing cloud accounting firms in Canada), and Valerie Heckman of Intuit. Join us...

Getting to know Acuity LIVE from AcuityCon in Atlanta from 2019-11-08T16:55

When Kenji Kuramoto and Matthew May founded Acuity, an innovative, cloud-based financial services firm, could they have possibly imagined that they would someday be hosting The Cloud Accounting Pod...

#AccountexUSA: Meet Cash Flow Mike from 2019-11-03T23:50

Mike Milan AKA "Cash Flow Mike" is one of the highest-rated instructors at the nation’s most prestigious banking schools on the topic of financial management for small business owners. He sat down ...

#AccountexUSA: Getting to know the Latino market from 2019-11-02T23:50

Blake and David sat down with Jose Zavala and Tony Martinez at Accountex USA in Boston this past summer to learn about the quickly expanding Latinx market for accounting and bookkeeping services, t...

Want to be a co-host at QuickBooks Connect? from 2019-11-01T11:15

David and Blake want one of our listeners that are attending QuickBooks Connect to help us co-host an episode of the podcast. Give it a listen for the details.

#AccountexUSA: What do accountants care about? We ask the editors from 2019-10-31T06:00

What is top of mind for accountants these days? How do they view automation and the endless entreaties by influencers in the profession to dump compliance and shift to advisory services? To find ou...

Why GAAP is outdated & news from Sage Intacct Advantage from 2019-10-29T06:40

David and Blake are recording live at Sage Intacct Advantage and ready to share the latest news about Sage — But first! — We dial up Ethan Rouen of the Harvard Business School for a lively discussi...

Square Books is here — is accounting next? from 2019-10-22T08:00

We've seen a photo of Michael Mann! Also, Square released Square Books, which Blake and David suspect could one day soon power a Square Accounting product — which could easily be the biggest threat...

#AccountexUSA: Making remote work... work! from 2019-10-20T22:00

We're joined for a second time, at Accountex USA in Boston, by Roman H. Kepczyk, CPA, and Director of Firm Technology Strategy for Right Networks. This time we're examining the benefits of remote w...

#AccountexUSA: Ransomware is rampant from 2019-10-20T15:05

Roman H. Kepczyk, CPA, Director of Firm Technology Strategy for Right Networks, joined the show at Accountex in Boston to talk security for accounting and bookkeeping firms. Listen to learn what yo...

Everyone wants to be a bank for small business from 2019-10-18T00:30

In this episode, there's a ton of accounting and bookkeeping news! QuickBooks might now be bigger than Xero in the UK, Expensify launches a commercial card, Veem and Xero get integrated, an account...

#AccountexUSA: Fraud can be funny (and fun) when you're Dawn Brolin from 2019-10-17T08:00

The insightful and hilarious accounting rockstar Dawn Brolin, CFE, CPA, joins Blake and David at Accountex in Boston to talk about everyone's favorite topic, FRAUD! From the fraud triangle, to stup...

David & Blake get schooled! from 2019-10-06T06:00

We're joined by Jennifer Johnson, CPA, and Sr. Lecturer in Accounting at the University of Texas at Dallas, along with her entire Accounting Information Systems class — our very first virtual studi...

The best job in America... is for accountants! from 2019-09-29T09:10

It's a jam-packed episode of accounting and bookkeeping news, including: CPA Practice Advisor announces the 2019 "40 Under 40"; Sage acquires AutoEntry; a CPA exam in Canada that turned into the "F...

#AccountexUSA: Your accounting firm might be subject to sales tax from 2019-09-26T03:00

The sales tax implications of the South Dakota v. Wayfair, Inc. United States Supreme Court decision are far reaching — perhaps even more than accountants and bookkeepers realize! Blake and David s...

Lawyer up! The MyPayrollHR fraud saga continues from 2019-09-24T22:25

Gusto’s Will Lopez joins us to give his take on the continuing MyPayrollHR fraud saga. This week, Cachet gets hit with multiple class-action suits; Michael Mann, CEO of MyPayrollHR, lawyers up with...

Going deep on the MyPayrollHR fraud with Wendy Slavkin of Cachet Financial Services from 2019-09-19T12:00

SPECIAL BREAKING NEWS EPISODE: Wendy Slavkin, General Counsel for Cachet Financial Services, joins Blake and David to discuss the MyPayrollHR fraud story. Wendy, who possibly is the last person to ...

#AccountingShowLA: The Insanity of Cannabis Accounting & Tax from 2019-09-18T13:45

At the 2019 Accounting & Finance Show L.A., we met up with cannabis accounting experts, Bruce and Thomas Andersen to learn some of the ins and outs of accounting for cannabis, and talk about the in...

Everything we know about the $35 million MyPayrollHR payroll fraud from 2019-09-14T20:15

This week in accounting & bookkeeping news, we've got continuing coverage on the mind-boggling $35 million MyPayrollHR fraud. In other news, QuickBooks Live is trying out volume-based pricing, Gust...

Did Clio raise $250 million to build "Clio Live"? from 2019-09-12T08:30

In this episode, we cover Xerocon Brisbane announcements, a phenomenal $250 million VC raise by Clio, a niche law-firm app, and their plans to build a QuickBooks Live-type service offering. In othe...

#AccountingShowLA: Things you need to know if you want to sell (or buy) an accounting firm! from 2019-09-09T03:00

Blake and David met up with two seasoned mergers & acquisitions experts, Dr. Curtis Cochran, and Shannon Hay, at the Accounting & Finance Show LA to ask them what accounting and bookkeeping firm ow...

Sock Puppets: How many fake profiles are you connected to on LinkedIn? from 2019-09-07T09:00

In this episode, Blake and David explore the world of fake accounting news and LinkedIn's sock-puppet infestation, and share some ways to scope out the faux connections in your list. In other news,...

Do bookkeepers have more to offer? from 2019-08-30T03:00

We're joined by entrepreneur/accounting professional Meghan Blair-Valero for our weekly accounting and bookkeeping news update. There’s a lot of ground to cover, including Intuit’s latest earnings ...

#Xerocon San Diego: What the heck is advisory anyway? from 2019-08-27T13:00

If you've been to any conferences this year, you know that everyone is talking about how advisory services are the hot new thing that every accounting firm needs to be offering as compliance gets a...

#Xerocon San Diego: The Jamies of Hubdoc (acquired by Xero) from 2019-08-26T15:20

At Xerocon 2019 in San Diego, Blake and David met up with Jamie McDonald and Jamie Shulman - The Two Jamies - of Hubdoc, which was acquired by Xero last year for $70 million in cash and equity. Thi...

What price ethics? Auditors stand to lose earnings in exchange for integrity from 2019-08-19T09:00

Blake and David explore the high cost of integrity in the audit profession, a survey showing that accounting firms are hiring more non-accounting grads, and why it's so hard for AI startups to be s...

Dear AICPA! I Wrote Your Concession Letter from 2019-08-15T09:30

Ben Wann, CMA, MBA, CPA joins our weekly news update to read his "Dear AICPA" letter on the air and discuss the latest accounting happenings, including: notable industry exits by Jennifer Warawa fr...

#Xerocon San Diego: LivePlan's Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development from 2019-08-12T19:15

Blake and David chat with Sabrina Parsons, CEO of LivePlan, and Kathy Gregory, LivePlan's Director of Strategic Development at Xerocon 2019 in San Diego. They cover a range of issues from advisory ...

Ransomware attacks continue! from 2019-08-10T14:00

A dentist (and former Survivor contestant) made the evening news in Orlando after his QuickBooks file was targeted by hackers. Plus: Blake and David get political, updates on TurboTax and QuickBook...

#Xerocon San Diego: Shawn Kanungo, Disruption Strategist, Founder, and Keynote Speaker from 2019-08-06T12:10

Blake sits down with Shawn Kanungo, at Xerocon San Diego 2019 after his keynote, to discuss all things experimentation, disruption, innovation, storytelling, and where the accounting industry is he...

Is your QuickBooks secure in the cloud? Four hosting companies ransomwared from 2019-08-01T09:00

Blake and David celebrate their 100th episode of The Cloud Accounting Podcast with guest Rachel Fisch by discussing the ongoing iNSYNQ ransomware debacle, the challenges of using AI to perform audi...

SNH19: Mayumi Young, Social Innovator and Founder of CPA MOMS® from 2019-07-31T12:00

David meets up with Mayumi Young, Founder and CEO of CPA MOMS®, at Scaling New Heights 2019 to talk time, technology, and how Society 5.0 will take over where the Information Age left off. In addit...

News Update with Marie Phillips, CPA and Jennie Taber, CPA at the Accounting & Finance Show LA from 2019-07-25T15:15

Los Angeles CPAs Marie and Jennie join the podcast at the #AccountingShowLA to discuss the iNSYNQ QuickBooks hosting ransomware attack, how Trump’s tax law threatened TurboTax’s profits (and how In...

#Xerocon San Diego: Ben Richmond, VP of Business Growth at Xero from 2019-07-20T13:00

Ben Richmond joins Blake and David to talk advisory, compliance, and innovation in this interview recorded live at Xerocon in San Diego in June 2019.

Why Amazon — and accounting firms — have no choice but to retrain their workers from 2019-07-16T16:00

This week, Blake and David explore how the forces of low unemployment, outsourcing, and automation work to balance each other out in a time of rapid change. Amazon, a pioneer in automation, apparen...

SNH19: Jina Etienne, CPA, CGMA, takes a holistic approach to diversity from 2019-07-15T07:05

David sits down at Scaling New Heights with Jina Etienne, CPA, CGMA, and Director of Diversity & Inclusion at Grant Thornton LLP. In her role, Jina is responsible for developing and implementing Gr...

California requires bot disclosure, texting clients after hours, Walmart lays off hundreds of accountants, and more from 2019-07-13T13:30

Blake and David discuss the latest cloud accounting news, including a California law that means chatbots have to disclose they’re not human, a survey showing that 73% think it's OK to text clients ...

AICPA ENGAGE: Jason Deshayes, Accounting Advisory leader at Elliott Davis from 2019-07-09T20:40

Jason joins Blake at AICPA ENGAGE in Las Vegas to chat about niching in the dental industry (and now craft beer industry), whether or not it's possible to train accountants to do advisory, working ...

AICPA ENGAGE: Liz Mason, Byron Patrick, & Rachel Fisch from 2019-07-08T06:00

Blake sits down with Rachel, Byron, and Liz to discuss the top threats facing the accounting profession, the best opportunities for CPAs as robots take over lower level tasks, the SEC's lawsuit aga...

SNH19: Desktop Accounting Podcast from 2019-07-07T12:48

David snagged an exclusive interview with Lori and Ollie, the co-hosts of the Desktop Accounting Podcast, the #1 podcast in the world for accountants and bookkeepers who are happy with their on-pre...

Accounting Salon Interviews: Nayo Carter-Gray of 1st Step Accounting from 2019-07-02T21:32

A lover of all things technology, Nayo lives by the motto “Dance like no one is watching”. This EA, MBA, mother, wife, and proud dog owner is a resident of Baltimore, Md. – a city she’s lived in f...

Your Post-Spring Conference Season News Roundup from 2019-07-01T01:05

Blake and David get caught up on all the news that slipped by during AICPA Engage, Scaling New Heights and Xerocon, plus David's got some new intel on QuickBooks Live. Facebook announced a new cryp...

#Xerocon: Tony Ward, President of the Americas at Xero from 2019-06-30T00:07

Tony Ward, just one month into his new gig running Xero for the United States and Canada, drops by the mobile podcast recording studio for an interview at Xerocon in San Diego. We ask Tony about Xe...

SNH19: Rich Preece of Intuit talks QuickBooks Live and how customer demand is driving industry transformation from 2019-06-26T22:36

David caught up at the Scaling New Heights conference in Salt Lake City with Rich Preece, Senior VP and US Country GM for Intuit QuickBooks. Rich talks about the genesis of QuickBooks Live (which a...

#Xerocon San Diego: Xero and Stripe Join Forces from 2019-06-21T00:17

Blake and David are reunited again in San Diego at the end of Day 1 of Xerocon! David wonders if accountants and bookkeepers are getting fed up with "fetching," and Blake shares the biggest news st...

SNH19: Right Networks Challenges QuickBooks Online from 2019-06-19T15:54

David is on the ground in Salt Lake City reporting from the Scaling New Heights conference. He's got the highlights from the QuickBooks Online keynote, as well as a new "Always On" capability devel...

Is the CPA Worth it in 2019, 2020, 2021…? Also, H&R Block Acquires Wave and Xero Appoints Jamie McDonald to Lead Accounting & Global Services from 2019-06-16T17:31

Blake is back from the annual AICPA Engage conference with lots of questions about the future value of the CPA. Meanwhile, H&R Block announced that they are acquiring Wave Financial, a provider of ...

Interview and Demo of CORE with BQE Software CEO Shafat Qazi on Facebook Live from 2019-06-15T17:05

This episode is sponsored by BQE Software and was recorded via Facebook Live on June 14th. David and Blake interview BQE Founder and CEO Shafat Qazi, who then gives us a demo of BQE Core, a cloud-b...

AICPA ENGAGE: Megan Lewczyk, CPA & Ryan Lazanis, CPA, CA from 2019-06-13T20:18

At the annual ENGAGE conference in Las Vegas, Blake, Megan, and Ryan discuss the value of the CPA license in a rapidly shifting professional landscape, H&R Block's acquisition of Wave Financial (th...

Accounting Salon Interviews: Clint Bowers of Smart Business Concepts from 2019-06-12T22:48

In this interview recorded in May 2019 in New Orleans, Blake and David chat with Clint Bowers, CPA and founder of Smart Business Concepts (https://www.smartconcepts.co/) in Dallas, Texas. Before st...

It’s a Bot! Live Interview and Demo of Gappify Alan with Founder & CEO Jotham Ty from 2019-06-11T14:54

This bonus episode features an interview and demo with Jotham Ty, founder and CEO of Gappify (https://www.gappify.com/), which builds "Bots for Accountants, By Accountants." Jotham shares what insp...

Another AI Startup Aims to Eliminate Accountants from 2019-06-10T17:01

Georges raises $11.2 million to automate accounting, Canopy releases tax prep software, IRS to stop faxing, Free File stripped from IRS bill, continuous testing is in the cards for the CPA exam, AT...

Accounting Salon Interviews: Amanda Aguillard of Elefant Training from 2019-06-04T21:21

David and Blake catch up with Amanda Aguillard, founder of the Accounting Salon, a different sort of accounting-focused gathering in its second year in New Orleans. Amanda shares what inspired her ...

QuickBooks Live Could be a Top 100 Firm by 2020, Fake Bots from Google, Roger Raises $7.35M to Automate Accounting with AI, and Why the NSA Might be to Blame for the CCH Malware Attack from 2019-06-02T21:43

Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, (depending on whether or not yo...

Accounting Salon Interviews: Kenji Kuramoto of Acuity from 2019-05-29T09:04

David and Blake catch up with Kenji Kuramoto, CPA, at the 2019 Accounting Salon in New Orleans. Kenji shares how his Atlanta-based firm Acuity is taking the reverse trajectory of many firms when it...

Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared from 2019-05-27T12:07

We dig into the latest Intuit and Xero earnings reports to figure out who is winning the battle to conquer the world of small business cloud accounting. Also, one controller used the IRS to steal $...

Intuit Grows More Defensive, CCH Gets an IRS Extension, QuickBooks Live Quintuples, and Xero Has a New Americas President from 2019-05-19T21:02

This week, ProPublica got its hands on an internal video from Intuit CEO Sasan Goodarzi to his 9,000 employees defending the company's actions before and after the Free File fiasco. Meanwhile, Wolt...

Wolters Kluwer Cloud Tax Products Go Down for Almost a Week After Malware Attack from 2019-05-12T18:38

This past week, Wolters Kluwer's CCH tax software division suffered a malware attack. In response, the company took offline a number of CCH products for 3 to 4 days, causing significant disruption ...

How Intuit and H&R Block May Have Tricked Low-Income Americans into Paying to File Their Taxes from 2019-05-05T21:36

We go in-depth on ProPublica's IRS Free File investigation that has implicated H&R Block and Intuit in misleading schemes to push taxpayers who could have gotten their taxes done for free into paid...

Is Intuit marketing QuickBooks with Live Bookkeeping to clients of ProAdvisors? from 2019-04-28T22:07

David found some more Visor reviews (they aren’t so great); how personalized service is one way traditional accounting firms can compete against these new “accounting startups;” we mourn the passin...

Visor fails, Pilot raises, and the arrogance of the tech industry in accounting from 2019-04-22T23:45

Rachel Fisch joins the podcast as our special guest! We discuss David’s investigation of Visor, which did NOT have a great busy season. In other news, Zoom is about to go public, online tax filing ...

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 from 2019-04-15T16:56

The house passed a bill permanently banning the IRS from creating its own free online tax preparation software; as cashless stores grow, so does the backlash; at least one educator is still teachin...

The top benefit employees want is unlimited PTO (but most CPA firms don’t offer it), how you can evolve to compete with platforms, and California spent $1B on accounting software that doesn't work from 2019-04-07T16:16

Intuit is hiring in West Virginia; a new study says the top benefit employees want is unlimited paid time off, but not many CPA firms offer it; what accountants and bookkeepers can learn from taxi ...

Small biz owners not happy with Intuit's new rate limits, details on the latest QuickBooks Live test, how to start a virtual bookkeeping business, and more from 2019-04-03T23:05

Here's your weekly accounting and bookkeeping news roundup (with a tech-focused twist). Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you feel li...

QuickBooks Live, busy season Saturdays, the gender pay gap, bans on cashless stores, upcoming accounting conferences, and more from 2019-03-25T02:26

Here's your weekly accounting and bookkeeping news roundup (with a tech-focused twist). Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you feel li...

Could the tax-filing deadline be extended? Also, why accountants should be worried about bots and fake AI startups, and Canopy lays off 40% of its staff from 2019-03-17T10:45

In this week’s accounting news roundup: how tax season could be extended by 5 weeks, the latest QuickBooks updates and problems with new usage limits, Louisiana gave out $26 million in extra tax re...

Congrats to the Top 50 Women in Accounting! Also, details on Intuit’s “Expert Connections” test, how many accounts you should have in your CoA, and more from 2019-03-09T21:50

Shoutouts to some of our favorite people on the new Top 50 Women in Accounting list by Practice Ignition, details on “Intuit Expert Connections,” another test that Intuit is running to gauge intere...

QuickBooks Live on the Intuit earnings call, how GoDaddy’s “do it with me” program could be a harbinger for ProAdvisors, community feedback on QuickBooks Live, and why job switchers make more money from 2019-03-05T21:57

Can you believe it? A question about QuickBooks Live made it into the latest Intuit earnings call! In other Intuit news, the company recently caught and stopped a hack. Find out how you can protect...

Interview and demo with Botkeeper CEO Enrico Palmerino on Facebook Live from 2019-03-02T16:14

This bonus episode of the Cloud Accounting Podcast features an extended interview with Enrico Palmerino, CEO of Botkeeper, and his technical director Justin DoBosh. The interview was recorded via F...

It’s people! The Botkeeper investigation continues; Avalara buys AI tech; Intuit earnings; new limits in QuickBooks; and more from 2019-02-23T16:45

We dig into the Botkeeper website, press coverage about the firm, the CEO’s public statements, and review sites to try and figure out what exactly Botkeeper claims to be, and how significantly that...

Is Botkeeper singing a different tune? Follow up on QuickBooks Live, IRS internal controls are a joke, a VERY expensive accounting textbook, and JP Morgan is getting into the blockchain game from 2019-02-18T23:04

In November 2018, Botkeeper raised $18 million to use AI and machine learning to automate bookkeeping. Following the round, founder and CEO Enrico Palmerino said that Botkeeper is “a full bookkeepe...

What we know so far about QuickBooks Live, Intuit’s “test” of assisted bookkeeping services; FreshBooks adds double entry accounting; KPMG UK gives up on SMB accounting; and more from 2019-02-12T22:00

Blake and David review what we know so far about QuickBooks Live, Intuit’s “assisted bookkeeping” service that the company was seemingly attempting to launch under the radar. A competing “Software ...

The “hybrid” skills that tomorrow’s jobs will require, humans come out on top at the world’s first robot hotel, why leaders shouldn’t worry about absenteeism, and more from 2019-02-09T08:47

A bunch of app news, including Xero’s “improved” bank feeds sign up process, Dropbox acquiring HelloSign, a pet services app merger, and Stripe raising more money. Former SBA head Karen Mills’ thin...

Is Intuit launching an Uber for Bookkeeping? Thoughts on "QuickBooks with Live Bookkeeping," and more from 2019-02-07T10:05

According to a new pricing page on the QuickBooks website, Intuit is now offering QuickBooks software plus access to “real bookkeepers to help you manage your business” for between $210 and $350 pe...

Xero wants to change the definition of “accountant,” Expensify drops the first rap video about expense reports, meanwhile EY’s own expense app is “hot garbage,” and more from 2019-01-31T08:00

For all the latest news about accounting technology, listen to the latest episode of the Cloud Accounting Podcast!

The Super Bowl meets expense reports, nurses beat accountants for honesty & ethics, tax season could get ugly given the shutdown, another new $99 tax service for the masses, and more from 2019-01-23T21:58

In this episode: David shares his experience at the AICPA Annual Executive Roundtable for software vendors, Super Bowl LII will feature an ad about expense reports, tax season could get really ugly...

Accounting salaries stagnate, KPMG is on 'The Bachelor,' Plaid buys Quovo, TaxJar raises $60M for sales tax automation, why the virtual office doesn’t work for CPAs, and more from 2019-01-17T14:48

Blake and David dig into the lack of growth in accounting salaries despite the tight job market, KPMG’s representative contestant on this season of “The Bachelor,” Plaid’s acquisition of Quovo, Tax...

What the government shutdown means for accountants, why perks no longer cut it for workers, and how 2019 is going to be the year of instant payments from 2019-01-09T19:17

The federal government may be shut down but the Cloud Accounting Podcast continues! Blake and David are back in 2019 with an episode all about what the shutdown means for tax season, employment ver...

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 from 2019-01-07T21:14

Blake and David discuss all the trends continuing into 2019, their own predictions for the new year, what Isaac Asimov got right about the world in 2019 (it’s creepy how accurate he was), news abou...

KPMG to fine staff for late time sheets, Square wants to be a bank, real-time payroll for workers, Flux raises 7.5M, and the case for a 6-hour workday from 2018-12-30T15:37

Despite bumper payouts to partners, the UK branch of KPMG announced it will be imposing penalties of £100 on staff who turn in their time sheets late. Meanwhile, the leader of the Labour party is c...

David’s takedown of accounting social media “influencers,” Scaling New Heights adds Xero, Right Networks acquires Propelware, Plaid raises $250M, Expensify gets personal, & more from 2018-12-18T19:42

David is tired of “social media influencers” who have no real experience acting as experts on social media, pumping the latest product or app that writes them a check. The gang also chats about Joe...

The time has come for cloud ERP, where top US banks are betting on FinTech, America needs more accountants in Congress, and more from 2018-12-09T16:02

Blake and David share news and stories about the era of cloud ERP, blockchain, banking investments in FinTech, multi-factor authentication, why America needs more accountants in Congress, whether o...

What Intuit’s quarterly results say about its battle against Xero, how high growth accounting firms are eating the world, why blockchain won’t eliminate accounting, and more from 2018-12-01T13:48

Intuit’s Small Business Online Ecosystem Revenue increases 42 percent in its latest quarterly results; takeaways from QuickBooks Connect from Matt Paff and Sholto Macpherson; a new survey shows tha...

Takeaways from the AICPA Controllers Conference, what’s new at Xerocon London, and how AI is catching expense report fraud from 2018-11-18T06:00

Blake chats with Amy Vetter at the AICPA Controllers Conference about how modern modern accounting departments are refocusing to become proactive service centers as opposed to reactive cost centers...

Accountants feeling challenged to adapt to new tech, Intuit’s plans to win the mid-market, and Sage Group’s new CEO is no big surprise from 2018-11-14T16:39

Blake and David are back from QuickBooks Connect and ready to catch up on the news, including the results from two surveys of accounting firms published recently in Accounting Today. The gist: Acco...

LIVE from QuickBooks Connect! [Day 2] #QBCONNECT from 2018-11-06T18:03

Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming QuickBooks features announced at Day 2 of the annual conference (Main Day).

LIVE from QuickBooks Connect! [Day 1] #QBCONNECT from 2018-11-05T18:21

Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming features announced at Day 1 of the annual conference (Accountant Day).

Takeaways from Intacct Advantage, David joins AutoEntry, results from Intuit’s annual rate survey, and more from 2018-11-04T12:01

What’s new with Sage Intacct from the Intacct Advantage conference in Nashville; David has joined the AutoEntry team as their Principal Technology Evangelist; results from the 2018 Intuit Average B...

Contactless payments on the rise, the case for a 4-day workweek, 12 signs your firm is outdated, and more from 2018-10-23T19:22

Contactless and electronic payments are on the rise with consumers; the case for a 4-day workweek (and why it’s not so crazy); Microsoft debuts an expense app; how email scammers stole $100M from n...

These two entrepreneurs say "don’t outsource accounting,” RDP risks, and remote accountant policies from 2018-10-14T21:36

Only 53% of accountants' clients are ready for the UK's "Making Tax Digital" launch in 6 months; two entrepreneur speakers advise other entrepreneurs never to outsource accounting (and why); the FB...

How Kruze Consulting is specializing and automating, leading the way in accounting & finance for startups from 2018-10-13T09:10

Scott runs Operations at Kruze Consulting, a fast growing Startup CFO Consulting firm that works with over 160 startup clients. Kruze is based in San Francisco with clients in the Bay Area, Los Ang...

The beginning of the end for QuickBooks Desktop, NetSuite soars, and Walmart deploys blockchain in the real world from 2018-10-06T10:33

Blake and David reconnect to talk about what's new in the worlds of QuickBooks and NetSuite. Intuit is discontinuing their QuickBooks Desktop Advanced ProAdvisor Certification — could this be the b...

ASC 606 is wreaking rev rec in biotech. Here's how one tech-savvy accountant aims to fix it. from 2018-10-01T06:40

Paul Giese is an accounting manager in the biotechnology industry and the founder of intheBlk software, a collection of web-based tools for biotech accountants.

Paul joins the podcast to t...

How blockchain will change accounting with Dr. Sean Stein Smith from 2018-09-25T06:00

Dr. Sean Stein Smith, DBA, CPA, is an Assistant Professor at Lehman College in New York. He is a member of the 2017 AICPA Leadership Academy and was named a "40 Under 40" in the accounting professi...

Two future career paths for accountants, how billable hours drive away Millennials, and more from 2018-09-22T12:26

Levi Morehouse of Ceterus outlines how technology is shaping two future career paths for accountants; Jeff Bezos shares how he structures his day to be most effective; PwC launches a “Digital Accel...

Sage Group ousts CEO Stephen Kelly amid faltering cloud transformation from 2018-09-15T10:34

David is back from his well-deserved vacation and ready to discuss with Blake Sage’s sudden move to oust Stephen Kelly as chief executive. Chairman Donald Brydon reportedly said, “We need to get a ...

Heather Smith on going from management accounting to cloud accounting, to one million views on YouTube from 2018-09-07T07:00

Heather Smith is a chartered accountant, business and technology writer, author of eight books (including Xero for Dummies). Her educational YouTube channel has been viewed one million times and he...

Are accounting firm partners just franchisees? Also, how Square could make cryptocurrency go mainstream from 2018-09-01T07:00

CPA Practice Advisor has announced their annual “40 Under 40” in the accounting profession for 2018. Congrats to our friend and interview victim Dr. Sean Stein Smith for making the list! His Cloud ...

Guy Pearson of Practice Ignition on building an accounting firm from scratch that could scale up without him from 2018-08-29T22:07

Guy Pearson, founder of Practice Ignition, turned down an offer of partnership in an accounting firm at age 24 to travel around the world for a year. After running out of money, Guy returned to Aus...

Intuit’s CEO steps down, Sage downgraded by Deutsche Bank, Thomson Reuters shows up to the dance, and Xero’s big mistake from 2018-08-25T03:00

David shares the big news that Brad Smith is stepping down from the CEO role at Intuit after 11 years guiding the transformation of Intuit from a U.S.-centric desktop-based software company to a gl...

Excel's got a new World Champion and how CAS can cause lots of liability from 2018-08-18T22:57

Blake and David chat about three things this week: 1) A 15-year-old is the new Microsoft Excel world champion, 2) How businesses are failing to help employees keep up-to-date with their digital ski...

Jamie Shulman on Xero acquiring Hubdoc and the generational accounting shift from 2018-08-08T07:42

Jamie Shulman, Co-Founder, Co-CEO at Hubdoc, joins the podcast to talk about Xero's acquisition of Hubdoc, how that came about, what it means for non-Xero users, and what's next for the company.

Geni Whitehouse on niching for the wine industry & building confidence as a public speaker from 2018-08-06T15:06

Geni Whitehouse shares how her CPA firm carved out a niche serving the wine industry — not just with marketing mumbo jumbo but with a proprietary industry scorecard that created real value for her ...

Gusto raises $140M, Xero acquires Hubdoc, why the IRS should allow taxpayers to use U2F keys, and the open office under attack from 2018-08-04T12:30

The Government Accountability Office (GAO) has recommended the use of phishing-proof FIDO security keys to prevent tax scams. Also this week: payroll and HR provider Gusto raised a $140 million Ser...

All the ways the cloud can fail you: NetSuite goes down, why you need multifactor authentication, ComplyRight breached, and YouTube bans Hector Garcia from 2018-07-29T14:31

Blake shares his thoughts on the first year of the Accounting & Finance Show LA under new management, then David & Blake discuss the latest accounting news, including: NetSuite's outage this week t...

Ed Kless on thriving as a business iconoclast, his Libertarian politics, and the lie of timesheets from 2018-07-28T21:49

Ed Kless joins the podcast to talk about how he's managed to thrive as a "business iconoclast" in a corporate environment, why he is a Libertarian, why timesheets are a total scam, and how his musi...

Intuit sells its data center, Xero selects Gusto for U.S. payroll, & Certify acquires Abacus from 2018-07-22T17:22

The Today Show asks "What is 'The Cloud?'", Intuit sells its data center and plans to move everything to Amazon Web Services, Xero dumps its own U.S. payroll product in favor of a strategic partner...

Matt Paff on how Xero & Intuit are coming for the mid-market and that the future of accounting technology is platforms from 2018-07-22T11:38

Matt Paff joins the podcast to discuss what he means by his article "Hey Mid-Market, Xero and Intuit are coming!" on Digital First. We learn about the vary definitions of the term "mid-market" betw...

Midmarket vendors: Watch your back! Also, how labor costs will skyrocket over the next decade, and Bill.com goes global from 2018-07-18T09:18

David & Blake discuss Matt Paff's article, "Hey Mid-Market, Xero and Intuit are coming!" a study predicting that highly skilled labor costs will skyrocket over the next decade, and Bill.com's big a...

The new 1040, California does its own GDPR, and better education for accountants from 2018-07-11T21:59

Donny Shimamoto joins the podcast to chat about the IRS's new "postcard sized" 1040 form, the potential consequences of California's new privacy law for businesses, and the Houston CPA Society's ef...

Online sales tax SCOTUS ruling ramifications for accountants & business owners from 2018-06-30T23:04

Mike Fleming, CEO of Sales Tax and More, joins Blake & David on the podcast to discuss in detail the ramifications of the U.S. Supreme Court decision allowing states to collect sales taxes from onl...

Supreme Court sales tax ruling is a windfall for Avalara from 2018-06-22T20:35

Blake and David discuss the implications of Thursday's Supreme Court ruling that states can require out of state retailers to collect taxes on sales to residents, even if those retailers don't have...

Cloud accounting survey results, IRS budgets upgrades, & lawyers dropping the billable hour from 2018-06-19T15:18

David reports on IRS plans to spend $291 million on technology upgrades and why some lawyers are dropping the billable hour. Blake shares takeaways from FloQast's 2018 Cloud Accounting Survey and t...

Cloud M&A, get paid to move to Vermont to work remotely, & app updates galore from 2018-06-12T22:03

David shares some exciting news that the firm that bought Blake's cloud bookkeeping startup (HPC) is itself getting acquired — by a Top 100 CPA firm (Aprio). HPC is a 100% online accounting firm. <...

Time bandits, Slack actions, Intuit grows, and more from 2018-06-02T14:34

David shares how time tracking software has entered the world of "wage theft" lawsuits, Blake is impressed by Slack's new and improved third-party integrations, then we discuss the crazy fast growt...

AutoEntry and the importance of document processing granularity from 2018-05-31T19:16

Brendan Woods, Founder and CEO at AutoEntry, joins the podcast to chat about his OCR and document processing solution for accountants and bookkeepers. AutoEntry is headquartered in Dublin, Ireland,...

KPMG teams up with Microsoft to sell ERP software & PayPal buys iZettle from 2018-05-20T14:06

Blake is skeptical about KPMG Australia's move to get into the ERP developer game with Microsoft, and David shares PayPal's acquisition of iZettle and what that means for point of sale options for ...

The Net Worth Episode: Warren Buffet's GAAP Troubles & Building Wealth by Owning a Business from 2018-05-17T16:56

It's the second episode of the podcast 2.0 with my new co-host, David Leary!

We chat about Warren Buffet's "Accounting Nightmare." New accounting rules changes for 2018 require investments...

Ancient IRS Computer Systems, How to Get Hacked as a CPA, & News from SuiteWorld 2018 from 2018-05-13T19:38

David Leary joins the podcast for the first time as my new co-host. We discuss the IRS' ancient computer systems that caused the crash on tax day, a case study of a CPA who got hacked by a maliciou...

How mAccounting is turning accounting from a necessary evil to a strategic advantage from 2018-05-03T20:57

Tom Gabbert joins the podcast to talk about the "m" in mAccounting (it stands for "mobile"), why he's looking to hire "people people" (not just number crunchers), his efforts to "turn accounting fr...

Sage Intacct connects and automates the accounting profession from 2018-04-21T08:23

Chris Rose, VP of Business Development at Sage Intacct, joins the podcast to talk about why organizations need to move to the cloud for their ERP, the value of cloud APIs for enabling third party i...

Big Four blockchain, AI, and RPA from 2018-04-14T08:17

Dr. Sean Stein Smith, DBA and CPA, joins the Cloud Accounting Podcast to discuss five of the top accounting articles from the past few weeks, including stories about PwC, blockchain, KPMG's partner...

Making innovation organic to our firms with The Radical CPA from 2018-03-26T15:30

In this episode of the Cloud Accounting Podcast, I'm joined by Jody Padar, CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. Jody is the author of "...

Workaholism, toxic meetings, and remote work from 2018-03-07T15:36

On Episode 6 of the podcast, I'm joined by Jeff Phillips of Accountingfly, a site for accountants and finance professionals to apply easily to hundreds of great jobs. We discuss the latest cloud ac...

5-hour workday for accountants, American views of automation, & Bitcoin taxes from 2018-02-17T09:28

I'm joined by Amanda Aguillard, David Emmerman, Ryan Watson, and Jay Kimelman of Bluewire Strategy Group. We discuss how an accounting firm in Australia successfully moved to a 5-hour workday, a ne...

Are CPAs "insecure overachievers," tax reform accelerates automation, and the War on Excel from 2018-02-07T14:00

In this episode, I'm joined by Mike Whitmire, co-founder and CEO of FloQast (http://www.floqast.com). We discuss whether or not big firm CPAs are "insecure overachievers," how tax reform is acceler...

Predictions for 2018, Intuit acquires TSheets, & an API at the IRS from 2018-01-10T11:29

I'm joined by David Leary, Global Small Business Ecosystem Evangelist at Intuit. We discuss the insanity around the latest cryptocurrency (KodakCoin), our predictions for accounting in 2018, Intuit...

Blockchain, AI, and why you need to move to the cloud, now! from 2017-12-04T14:03

In this episode, I'm joined by Will Lopez, Founder and CEO of Advisorfi. We discuss the potential impact of blockchain and artificial intelligence on the accounting profession, new features announc...

What accountants should learn from the Deloitte Hack from 2017-11-03T07:30

Welcome to the first episode of Cloud Accounting Weekly, the Podcast Edition! Phil Gross joins the podcast to discuss top stories in accounting technology from the past few weeks. Topics in this ep...