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Cloud Accounting Podcast

Author: David Leary & Blake Oliver, CPA

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The Cloud Accounting Podcast is the #1 accounting and bookkeeping podcast in the world! Join Blake Oliver and David Leary at the intersection of accounting and technology for a weekly news roundup, plus interviews with industry leaders.
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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 Millionaire Club, and Michelle Weinstein, Founder of the Pitch Queen to talk about accounting and bookkeeping coaching from the marketing, and process perspectives, some key factors for success, and how these experts use their skills to help clients succeed!
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 Laura Redmond, CEO of Redmond Accounting joined us for a riveting review of, now, six years of QuickBooks Connect. We talk about the changes in the conference itself, as well as across the accounting industry, as a whole, and what each of these legends has planned for the future.
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 Value." However, life happens, and two panelists had to bow out. As luck would have it, though, we were able to enlist some perfectly-suited substitutes, Lee Podolsky, and Mary Hambleton, of Breakwater Accounting + Advisory, a firm currently transitioning from the billable hour into a value-pricing model. Our discussion explores some of the benefits and challenges of value pricing for firms, and clients.
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 Louie created a training/coaching/motivating platform to help bridge gaps and teach women how to find their power. We talk about the challenges women face in leadership, ethnic and gender issues, and how these women plan to make an impact through their platform.
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 on the QuickBooks Live experience, from a bookkeeper's perspective, and Pam also tells us why she does QuickBooks Live in parallel to running her own growing firm that has both tax and bookkeeping clients.
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 QuickBooks Live, Xero's pricing changes, and bundling of Hubdoc. Plus, Canopy names new a CEO; we question the value of celebrity keynotes, and talk about why remote work makes employees more productive and more!
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 Optimization Center, Bookkeeping Review, and Performance Overview. We also explore some of the challenges Intuit faces with communication, and what they're doing to improve, and because we're cool like that, Ariege even shares a smidgen of exclusive news on the new feature front!
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 Live Bookkeeping, including new feature developments, major challenges, what it takes to BE a QuickBooks Live bookkeeper, as well as projections for the future.
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 QuickBooks in Canada.
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, and some of the newest regulations that may impact accountants and bookkeepers dealing with sensitive client information. Mariana, one of Sage Intacct Advantage's highest-rated speakers, began her legal career in Bulgaria, moved to the States, developing a wide range of expertise and skills in the SaaS and tech sectors revolving around IP strategy, e-commerce, privacy, and compliance.
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 for film, fraud, and learning to disrupt the world of accounting education. Kelly's credits include CPA, Associate Professor at DePaul University, AICPA Pre-Certification Executive Education Committee member, TED speaker, filmmaker, and more. We also discuss what effective ethics training should include, explore some ethics scenarios, and talk about a few notable stories revolving around fraud, such as KPMG, and MyPayrollHR.
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 to know when fixed fee pricing isn't working. We've also learned the hottest side hustle (spoiler: it's bookkeeping!), and talk about what happens when the SaaS competitive landscape becomes cloud vs. cloud, and much more.
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 over billable hours, or recurring revenue. David discusses some different revenue models, and we also discuss how to know when you've outgrown basic accounting systems, and need to graduate to a more robust accounting system, like Sage Intacct.
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 Sage Intacct, the difference between accounting and finance, and her passion for mentoring. Laura also weighs in on the importance of treating your employees like your biggest asset, and the accounting-industry gender gap, why women make great leaders, and she concludes with some valuable advice for women entering the accounting profession.
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 Sage Intacct Advantage 2019, to talk about what exactly a family office is, what it takes to run one, and how virtual family offices are ushering in the highest-quality outsourcing, and best technologies to streamline family-office management. Angelo also shares some 'Sage' advice for those new to the accounting industry on how to break into this highly 'niche-y' field!
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, fixed-fee books-to-tax service; BlueVine raises $102.5M; LeaseQuery raises $40M Series A; why chrome extensions might be your biggest security threat as an accountant or bookkeeper; Canopy bails on its Tax Prep product; Scaling New Heights Online fails; California has a plan to retroactively collect sales tax from out of state online retailers; and more!
"AI changes everything" β€” 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 Sage (and one of the founders of Intacct), Brendan Woods, founder and CEO of AutoEntry (recently acquired by Sage), and Dan Miller, VP of Product for Sage Intacct. Listen in to learn about how Sage Intacct is applying AI to build what they call the "Intelligent GL" enabling continuous accounting and perhaps even someday eliminating the financial close.
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 revenue in six years while at the same time only adding one employee to the accounting team (from five to six). How is that possible? Because Alliah Mohamed and her team have embraced Sage Intacct's cloud ERP that enabling them to integrate their own platform to the GL at the project level. They even built their own bank feed!
Founded in 1999, Sage Intacct was one of the earliest cloud accounting applications on the market β€” and now one of the most successful. That's why David and Blake were eager to sit down at Sage Intacct Advantage with Rob Reid, Chairman Mid-Market Solutions (formerly CEO of Intacct, prior to the Sage acquisition), and Kevin Cumley, Director of the Accountants Program. In this episode, we chat with Rob and Kevin about the growth opportunity for Sage and their accounting firm partners in the mid-market, the needs of mid-market businesses, why top accounting firms use Sage Intacct in their practices, and what it was like trying to convince accountants and their clients that cloud is secure back in the still early days of the internet.
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, partnered with TransferWise for electronic bill payments directly INSIDE Xero (UK only for now), and teamed up with GoCardless for inbound ACH payments in the Americas; Google is rolling out checking accounts for consumers; why the future of banking means you're probably still broke; Blake's favorite new app (You Need a Budget); half of firms are still not using eSignatures, and more.
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