The Accounting Podcast

Blake Oliver & David Leary
undefined
Dec 9, 2019 • 25min

What's new for QBOA and ProAdvisors 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – Meet Ariege! 02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce03:18 – How is Intuit helping small businesses succeed? Mainly through automation and a high level of quality04:19 – Fear is not an option - with the obvious shortage of accountants, the only way to effectively help clients is with automation05:38 – Ariege explains why the new QuickBooks feature, the Optimization Center, was created07:37 – Intuit's pain, and solving for it - in entering the bookkeeping game - could ultimately be a gain for everyone09:29 – As mentioned in our last episode, accountants are an unexpected market for the QuickBooks Live offering, according to Ted Callahan, Director of the QuickBooks Live Offering 11:00 – Check out Jade Simmons’ QuickBooks Connect 2019 presentation! | YouTube15:02 – Ariege gives us the rundown on the Business Performance Overview feature17:32 – According to futurist Michael McQueen, innovation isn’t slowing down. See his QBC presentation here | YouTube17:53 – Change is gonna come - but Ariege doesn't have the details yet19:27 – You heard it here first ... Sort of ... Ariege spills some new feature news! 21:33 –Start talking!Intuit's priority list is constructed around what users want and need  Connect with AriegeAriege Misherghi, Global Accountant Segment Leader, IntuitTwitter: https://twitter.com/ariegemLinkedIn: https://www.linkedin.com/in/ariege/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 in person! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnellhttps://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1
undefined
Dec 9, 2019 • 23min

Latest on QuickBooks Live Bookkeeping 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes01:20 – Meet Ted!  02:59 – Ted talks about Intuit's impetus behind moving into the service game03:28 – Confidence is key!  Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services are very different06:04 – QuickBooks Live is only available, currently, in the U.S., and all Live bookkeepers reside in the U.S. 07:03 – Ted shares some of the requirements for becoming a QuickBooks Live bookkeeper08:01 – The gentleman talk QBO Accountants Edition, and some of the new feature roll-outs, such as the Optimization Center09:42 – Intuit sees a huge opportunity to capture those small businesses that are, so far, sans accountant11:11 – What's the real scope of the QuickBooks Live offering? 13:42 – What differentiates the different price points in QuickBooks Live? 14:38 – Intuit is solving for both sides of the market - small biz and accounting professional15:38 – A bit of discussion on the different ProAdvisor buckets and how QuickBooks Live will affect them16:39 – What do you tell a ProAdvisor who loses a client to QuickBooks Live? 17:46 – Take a load off, Annie - QuickBooks Live plays a key role in the advisory vision - by transferring lesser-value work  to QB Live, so accountants and bookkeepers can focus on advising and other value-add services18:28 – Intuit needs to establish clear guidelines around relationships to solve for the needs of the customers and accounting partners19:43 – Is there a grand convergence of all the Intuit offerings on the horizon? 20:29 – Who's in charge of ensuring the delivery QuickBooks Live services meet's Intuit's WOW factor?  21:49 – What's next on the agenda, for Ted, and QuickBooks Live? Connect with TedTed Callahan, Director, QuickBooks Live Offering, IntuitTwitter: https://twitter.com/ascivLinkedIn: https://www.linkedin.com/in/tedcallahan/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! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnellhttps://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1
undefined
Dec 8, 2019 • 23min

The Canadians! 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes01:35 – Let's meet The Canadians!  (Well, three of them, anyway …) 03:41 – Canada's no longer last in the lunch line with the increasing focus on QuickBooks Online04:50 – Scott and Brad pontificate on  the new QBO statement-importing feature06:27 – How do Canadians approach cloud accounting, and all the innovation that comes along with it? 08:13 – Along with faster adoption of new tech, Canadian app development is on the rise, and people seem to share a common passion and excitement, without a lot of drama, on the socials. 10:42 – With the Canadian government’s investment in functional, high-speed internet, clients being eternally bound to their desktop programs is more the exception than the norm 12:00 – Brad talks benefits of going full cloud14:43 – Scott talks about some of the work Intuit’s Canadian branch is doing to solve for Canada-specific issues, such as tax and payroll16:30 – Winter is coming, or you'll be coming to Winter is you visit QuickBooks Connect Toronto. Grab a toque, or a touque, or a tuque?   18:24 – While Canadian accountants are excited about new industry developments, they also know a good thing when they use it, and tend to stay loyal to a narrow collection of accounting tools19:36 – Brad sees a sort of ‘take it or leave it’ attitude when it comes to dealing with U.S. accounting software developers. Some listen; some don’t. 21:50 – Cheryl notes that conferences, such as QuickBooks Connect, and Scaling New Heights are a prime method for discussion, learning, and developing partnerships that will lead to future opportunitiesConnect with Scott, Cheryl, and BradScott Zandbergen, Principal Marketing Manager and Accounting Community Advocate at IntuitTwitter: https://twitter.com/szandbergenLinkedIn: https://www.linkedin.com/in/szandbergen/ Website: https://scottzandbergen.com/Cheryl Manmohan, Senior Training & Education Program Manager at IntuitTwitter: https://twitter.com/cherylmanmohanLinkedIn: https://www.linkedin.com/in/cheryl-manmohan-ab70754/?originalSubdomain=caBrad Celmainis, CPA and President of Brad Celmainis Accounting SolutionsTwitter: https://twitter.com/BradCelmainisLinkedIn: https://www.linkedin.com/in/bradcelmainis/Website: https://bradcelmainis.com/Facebook group: https://www.facebook.com/groups/getintuit/?source_id=622030231160596Learn more about QuickBooks Connect Toronto here: https://can.quickbooksconnect.com/?cid=SOC_CA_QBC_-NON_INT-QBC-CA-Blog-SponsorProfileGet 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 in person! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnellhttps://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1
undefined
Dec 6, 2019 • 21min

HIPAA, privacy, and accountants 🎙 Live at Sage Intacct Advantage

SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:08 – Meet Mariana!01:46 – What's a lawyer doing at an accounting conference? 04:22 – Mariana takes us to school on HIPAA06:38 – Why should accountants and bookkeepers care about HIPAA? 06:58 – There are three types of entities that fall under HIPAA protection - healthcare providers, plans, or clearinghouses08:19 – Any accounting system that contains names and addresses of patients must comply with HIPAA Privacy and Security rules10:09 – Which apps in a healthcare accounting ecosystem DO have to follow HIPAA rules? 12:20 – When dealing with collections for medical accounts, HIPAA rules get so complicated that it's best to consult with legal advisors to know exactly how to proceed13:40 – Sage took a detailed approach to implementing HIPAA compliance in its 2018 product offerings | Sage Intacct 16:06 – There's no official HIPAA compliance certification, but there are vendors who will provide independent assessments of a firm's compliance level17:47 – HIPAA is no joke. Violations carry significant civil and criminal penalties! 19:27 – Mariana shares a few facts about the California Consumer Privacy Act | Californians for Consumer Privacy Connect with MarianaMariana Antcheva, Sage IntacctLinkedIn: https://www.linkedin.com/in/marianaantcheva/Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast
undefined
Dec 6, 2019 • 31min

Why ethics and culture matter 🎙 Live at Sage Intacct Advantage

SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes02:09 – Meet Kelly! 03:05 – Kelly talks true crime | WGN Radio 07:21 – It takes a balance - you need the 'yes' people and the naysayers to keep you from making crappy decisions08:36 – The first step to changing your firm's culture - you've gotta know you have a problem! 10:21 – Speaking of problems, we talk about the melee surrounding audit watchdog, PCAOB, and KPMG | WSJ 10:52 – We humans tend to take a one-dimensional viewpoint when it comes to fraud12:53 – You can't rely on people's personal perceptions. You have to show them concrete examples of ethical lapses to paint a really clear picture13:51 – How do we remove the incentives for unethical behavior?16:02 – Ethics training needs to focus on real-life, practical scenarios that actually relate to the people involved18:27 – When you’re talking about a company with hundreds of thousands of employees, ethical issues are critical!20:54 – Financial relationships, in any profession, can create a perverse incentive to ‘look the other way’ 23:36 – What your expense reports really say about you | WSJ23:59 – Kelly’s required ethics and fraud reading/listening list includes the docuseries, “Dirty Money”, a podcast called The Dropout, and John Carreyrou’s book, “Bad Blood” 25:56 – Kelly gives us a brief synopsis of her film, “All The Queen’s Horses” | YouTube29:04 – While she uses film as a teaching platform, Kelly has no plans to make more films. Connect with KellyKelly Richmond PopeLinkedIn: https://www.linkedin.com/in/kelly-richmond-pope-cpa-83689a5/Twitter: https://twitter.com/kellyrpopeKelly's TEDx Talk https://www.ted.com/talks/kelly_richmond_pope_how_whistle_blowers_shape_history/up-next%3EAll the Queen's Horses - Website: https://www.allthequeenshorsesfilm.com/All the Queen's Horses - YouTube: https://youtu.be/dpr2A3S3CNkEpisode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  
undefined
Dec 4, 2019 • 50min

Is the billable hour making a comeback?

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 Notes01:27 – Things to do in Tucson at 4:30 in the morning when your puppy has to go potty – listen to podcasts from former guests, like Scott Orn, of course!    02:41 – If you missed our discussion on the streaming wars, go here  03:24 – It’s not you, it’s me … Or is it? Gusto and Zenefits just don’t see eye to eye | Accounting Today04:13 – What happens when the customer-first company puts the customer last? 06:07 – Ready, set, SOAPBOX ... The gentleman debate Gusto v. Zenefits07:49 – Blake sides with Gusto - data security wins over convenience10:04 – David finds this to be more of an ‘immature’ publicly-held negotiation about the private agreements betwixt the two companies, and the biggest loser is, of course, the customer13:33 – Another review! Thank you!  15:43 – Anything you can do, Amazon can do better? | NYT 18:43 – Amazon is okay with losing a bit of money on one-day Prime shipping ... Small price to pay for crushing competition, right? 21:21 – What can accounting firms learn from Amazon's modus operandi?  Maybe more than you think! 24:21 – Is your fixed-fee model flopping? | AccountingWEB29:04 – Making sweet macro music … | Digg.com29:40 – Play that funky music, accounting boy ... 30:26 – Move over, Uber, bookkeeping is the hottest side hustle now! | Forbes30:48 – Get these guys some L.A.-level tacos, or a whole steak ... Check out their fabulous merch! 33:18 – Hey, you! Get off of my cloud! A VC’s perspective of the future of cloud | LinkedIn36:11 – Fight, focus, or flight - how to win in the "Intelligent Connected World." 40:08 – Piece of cake? Sage thinks so with its latest acquisition | Enterprise Times42:32 – Some further insight on ‘coopetition’ from Matt Paff | LinkedIn 45:30 – Robinhood’s a little less merry – They’re no longer banking on a charter | PYMNTS.com  46:49 – Reading assignment for next week's show – “Can Silicon Valley remake the payday lending industry?” | NewStatesmanAmericaGet 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 in person! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  
undefined
Dec 3, 2019 • 22min

Let's talk subscription revenue models 🎙 Live at Sage Intacct Advantage

SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:10 – What does David Appel do, precisely? 02:15 – If accounting happens in Vegas, does it have to stay in Vegas? 03:28 – Repetition is key to creating job satisfaction, personal validation, and economic value for your clients05:30 – It's not about billable hours and recurring revenue, it's about creating the most economic value for not only your clients, but as many people as possible09:19 – David A. gives some examples of successful subscription-based models 11:15 – How do you know when you've outgrown your first accounting system? 13:37 – An ounce of prevention really is worth a pound of cure when it comes to moving to a new accounting system15:31 – When you provide value, using whatever it is you're selling, that thing tends to sell itself16:28 – Find the value you can add by talking and LISTENING to your clients19:01 – Focus on solving client problems, and billing models will fall into place Connect with David!David Appel, Head of Software and SaaS Vertical, Sage IntacctLinkedIn: https://www.linkedin.com/in/davidappelsf/Twitter: https://twitter.com/davidappelEpisode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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 in person! December 9-11: Digital CPA Conference in Seattle          Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast
undefined
Dec 3, 2019 • 17min

Career path: CPA ➡ CFO ➡ CEO 🎙 Live at Sage Intacct Advantage

SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:39 – Laura outlines her career path from school to VP of Finance02:30 – Laura liked using the Sage Intacct product so much at a former company that she wanted to become part of Sage Intacct 04:25 – What's the difference between accounting and finance departments? 05:22 – Laura's excited to work on the tools that will help 'eliminate' the month-end close06:15 – Laura talks about what CFO 3.0 means for her and her team06:52 – You really have to open up your mind to new possibilities and see things from different angles in order to embrace the new technologies07:57 – Those who get into accounting in order to get the bird's-eye view of a company are the ones likely to move into higher positions as they progress08:41 – Wanna be a CFO? Don't be a tree. Move around, meet people, and learn new things, constantly10:40 – Laura's passion and big focus centers around mentoring, and making sure employees feel like they're learning,  growing, and contributing12:26 – Are employees an asset or an expense? Laura and Blake disagree | Harvard Business Review13:21 – Laura talks about the gender gap in accounting, and what Sage is doing to turn that around14:50 – We talk about why women-led businesses excel | CNBC 15:11 – Diversity is great, but you need to have the open, transparent culture to back it up, otherwise, you're going nowhere15:45 – As former guest, Jina Etienne, stated, there's no diversity if you're not free to just be yourself, no matter what your ethnicity, or gender16:23 – Laura's advice for women entering the accounting industry - be confident, know your strength, own your voice, and don't be afraid! Connect with LauraLaura Wiler, VP of Finance & Business Operations, Sage IntacctLinkedIn: https://www.linkedin.com/in/laurawiler/Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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 in person! December 9-11: Digital CPA Conference in Seattle      Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  
undefined
Dec 3, 2019 • 22min

Family offices: How the ultra-wealthy manage their money 🎙 Live at Sage Intacct Advantage

SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes03:38 – Angelo defines 'family office' 04:19 – Definitely not small potatoes!  'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks07:16 – An effective virtual family office utilizes outsourcing and the newest and most efficient technologies to seamlessly manage the family or individual's funds08:51 – How do you measure success of a family office?  Clarify, communicate,  compare, and get two or three sets of eyeballs to check the work12:26 – How exactly does one enter into the family-office arena as a career choice? Is it even possible? 13:52 – Breaking into the family office segment means getting to know the target (ultra-wealthy) audience, gaining some experience, and proving your worth14:38 – At some point, the old dogs are going to have to learn some new tricks15:36 – You really can't outsource creativity and leadership in the family office16:50 – Apart from technology and automation, you need the soft skills - collaboration, globalization, and listening 17:22 – Angelo discusses some of the challenges of working for a family office18:31 – Angelo talks about what inspired him to enter into the family office arena20:29 – Check out Angelo’s book, “Effective Family Office: Best Practices and Beyond,” on Amazon!  He’s also got a podcast! You can find Effective Family Office Podcast on iTunes, for Apple users, or Stitcher, for the Android crowd! Connect with AngeloAngelo Robles, CEO, Family Office AssociationWebsite: https://familyofficeassociation.com/LinkedIn: https://www.linkedin.com/in/angelorobles/Twitter: https://twitter.com/familyoffice Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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 in person! December 9-11: Digital CPA Conference in Seattle      Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast
undefined
Nov 27, 2019 • 54min

Is bookkeeping a $10 billion market opportunity? Intuit thinks so

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 Notes00:32 – See Brad. Be like Brad. When in doubt, buy TWO Cloud Accounting Podcast shirts!  01:52 – Same ol' sitch ... The new slew of tech banks don't seem to offer anything different than normal banks02:36 – Who doesn’t need more flair? Chris Macksey shows you how to add some to your QBO Chart of Accounts! 03:21 – 😎 We've got reviews!  05:17 – Thanks to @sovereign_cloud, and his tweet about Episode 82, we made the CPA Alberta Mag!06:30 – FreshBooks hit the international scene, opening offices in Amsterdam and Raleigh, NC | Accounting Today and CPA Practice Advisor06:51 – Coming to (useless) terms – the MyPayrollHR fiasco continues as Pioneer Bank and  Michael Mann agree to settlement | Times Union 07:33 – Former Intuit man, Rich Preece, finds a new home at LegalZoom | Business Wire 08:21 – Fintech Unicorn Bill.com Files For $100M IPO | Crunchbase09:20 – Some interesting factoids from Bill.com’s S-1 | SEC10:56 – What’s the hold up with Big Tech companies becoming banks? | Fortune 13:02 – Sage Full Year 2019 – The numbers are in! | Sage15:57 – Intuit numbers are in, too! | Intuit 19:31 – Soup to nuts, Bench partners with Taxfyle to offer a broader range of services to the smaller business set | Bench22:26 – BlueVine raises $102.5M more for banking services that target small businesses | TechCrunch25:18 – LeaseQuery’s Series-A round rakes in $40M | AMERICANINNO26:19 – It pays to shop around? PayPal’s biggest acquisition to date -  Online Coupon Site Honey – carries a $4 billion price tag | Bloomberg Quint28:45 – Tipalti Partners With AR Automation Firm YayPay | PYMNTS.com 30:37 – How APIs Drive Payroll-Accounting Connectivity | PYMNTS.com 33:42 – More troubles for Canopy Tax 37:57 – Wolters Kluwer Launches Client Collaboration Module | CPA Practice Advisor38:17 – Marketing genius or epic fail? Scaling New Heights 2019 “Strategic Pivot” | Woodard.com43:33 – Is Intuit really stealing work from bookkeepers? Almost 300 thought so … | AVAAZ.org47:00 – Can California fix what ails it? | Accounting Today48:43 – Food-delivery services, like DoorDash and Uber Eats, fail to collect taxes |  VOX Recode51:09 – Recent survey reveals the biggest tech challenges facing CPA firms at the moment | CPA Trendlines 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 in person! December 9-11: Digital CPA Conference in SeattleLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app