Podcasts about accountex

Dr Ffion Hargood and Dr Shamaas Mohamed join the Ask the Accountant Pitstop Podcast, live from Accountex London 2026. They discuss tackling burnout in the accounting profession, the importance of wellbeing, building supportive communities, attracting and retaining talent, and how firms can separate AI hype from genuine productivity gains.A thoughtful and engaging conversation packed with insights for accountants, bookkeepers, and firm leaders looking to create healthier, more sustainable workplaces.

One year after the headline-making acquisition of Engager by TaxCalc, we catch up with Nick Moss and Johann Goree at Accountex 2026 to find out what has happened since the deal that got the accounting profession talking.In this special Accountant's Pitstop episode, we discuss:✅ How the first 365 days have gone since the acquisition✅ Growth from 800 to 2,000+ firms using Engager✅ The impact of combining TaxCalc's compliance expertise with Engager's practice management platform✅ New integrations, including WorkHero document management✅ The launch of Engager's new Sales Pipeline tool✅ Why customer support, training, and community remain central to the strategy✅ What accountants can expect from the next phase of TaxCalc & Engager's roadmapPlus, hear why the team believes this acquisition has avoided the pitfalls often seen in software mergers and how they're building towards a fully integrated end-to-end practice management ecosystem.

Amy Hancock joins her Bean Counter to Boss co-host on the Ask the Accountant Pitstop Podcast, live from Accountex London 2026. They discuss the realities of running an accounting practice, networking at industry events, software integrations, audit specialisms, and how AI tools like Microsoft Copilot are changing the way accountants work.A relaxed and insightful conversation packed with practical takeaways for accountants, bookkeepers, and firm owners.Don't forget to check out all our other content such as our 'Cool Friends', 'Pitstop Podcasts' and more!https://linktr.ee/asktheaccountant#Accountex2026 #AskTheAccountant #BeanCounterToBoss #Accounting #Audit #AIinAccounting #Bookkeeping #MicrosoftCopilot✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b

Introducing Allica Bank – the award-winning bank built specifically for established SMEs

Indi Tatla, Ryan Pearcy and guest host Alastair Barlow are in the chair this week, with John Toon taking the week off. The episode opens fresh from Accountex, comparing notes on the talks, the vendors and what the arrival of a dedicated FD show on the floor might mean for the direction of the market. The Xero conversation is substantial, and not entirely kind. Alastair, who built his firm on Xero, gives a candid view of a product he thinks is well-intentioned but slow and lacking cohesion. The team work through a refreshed app navigation, Xero Coaches launching in the US, the new benchmarking tool built on Sift Analytics data, and the replacement of Xero HQ with Partner Hub from 15 June. Ryan's concern about Coaches is pointed: he does not want Xero going the way of QuickBooks Live, where Intuit's move into the advisory space caused serious conflict with the accountant community in the US. Alastair covers Socket's new feature, which ingests a call transcript from any note-taker and produces a first-draft client proposal with a confidence rating on each point. Indi is broadly positive but flags that AI note-takers still miss commercial nuance, so the 20% that matters most still needs human judgment. Ryan runs through the Intuit Enterprise Suite spring 2026 update: inter-company eliminations, enhanced board reporting, Workforce Elite for HCM and deeper WIP reporting for construction. The team read it as Intuit pushing hard into mid-market territory. Indi takes both Sage stories. On the expanded MTD IT agent she argues the tool's complexity partly reflects Sage's own fragmented product estate. On Steve Hare's AI trust comments, she goes further than the auditability argument: the real test will come when firms understand the margin implications of AI-native versus AI-infused pricing. Alastair closes with Hg Capital, explaining why HG Trust's share price fell even as its portfolio companies improved, and introduces Damon Anderson's a2z AI Accounting report: 300-plus apps mapped, with the argument that accountants' defensible position is liability absorption, future value sits in the orchestration layer between tools, and 80% of point solutions are barnacles on the whale. Also covered: Xero Ultra, launching in Australia in late June targeting the 20 to 200 employee segment. 00:00 Reflections on Accountex 2026 01:14 The FD Show, fractional CFOs and where the market is heading 12:14 Xero refreshes its app navigation 16:53 Xero is hiring coaches to onboard small businesses in the US 19:45 Xero launches industry benchmarking inside Analytics 24:16 Xero is replacing Xero HQ with Partner Hub from 15 June 25:43 Socket can now turn a meeting transcript into a client proposal 30:23 Intuit Enterprise Suite spring 2026: inter-company, board reporting and HCM 35:10 Sage expands its MTD IT agent with automatic client matching 41:40 Hg marks down its software fund by 9% as valuations hit a 20-year low 47:01 Sage CEO: accountants won't trust AI they can't inspect 52:41 Damon Anderson's a2z AI Accounting report 56:45 Outro

Join Aaron and the analysts, experienced accountants, certified QuickBooks trainers, members of the QuickBooks Accounting Council and entrepreneurs on QuickBooks Labs, tune in on the first Tuesday of each month!They discuss various topics revolving around QuickBooks Online that benefit both the accounting community and business owners.Have a question you'd like to ask?Join us live and ask away!Are you interested in being a guest on the show?If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch: https://linktr.ee/quickbookslabs#QuickBooks #Accounting #Bookkeeping

Leigh Stallard is joined by Lara Manton and Robbie White for a packed episode recorded in the wake of Accountex 2026. Between them they cover eight stories spanning practice management, bookkeeping automation, MTD, AI strategy and the long-running question of what an accountant is actually for. Duane Jackson's Sodium has moved to general availability. It is API-first, built around a single client record and designed with AI integrated from the start rather than bolted on later. Leigh frames the real challenge not as product quality but as firm inertia: practice management is the Lego wall nobody wants to dismantle, and a golden brick is only useful if someone is prepared to pull the old ones out. Lara and Robbie both know from experience how painful that process is, and the conversation turns quickly to whether AI-assisted migration might eventually lower the barrier. Apron's William AI is now generally available, having launched in beta in March. Lara walks through what it actually does: connecting to client email inboxes, extracting and categorising documents, publishing to Xero or QuickBooks, and flagging anything it is not confident about. The auto-publish toggle defaults off and needs firm-specific guidance rules to reach its potential. The beta hit 50% autonomous publish rate; the GA pitch is 90% for firms that put the configuration work in. Robbie leads on the Xero and Claude integration, which went live globally on 12 May. Early practitioner testing found it read-only, limited to account-level data and prone to missing transactions. Leigh and Lara discuss what it means that the major general ledgers are simultaneously embedding AI inside their own products and surfacing their data inside the large language models. Intuit's intelligence layer across QuickBooks covers AI-powered chat, portfolio benchmarking and a capability that appears pointed directly at end clients. Lara raises the concern that clients with incomplete books could get confident-sounding answers to questions they should be asking their accountant instead. Lara covers the QuickBooks AI-powered MTD checker, which flags duplicates, missing transactions and non-trading income sources before submission. QuickBooks claims the highest cumulative MTD pilot sign-ups during HMRC's testing period. Robbie welcomes it as a live use case rather than a theoretical one. Robbie covers Combinely, the browser-based AI co-worker backed by YC and OpenAI. Early UK adopters include Burgess Hodgson, where it handled 2,600+ tasks across December and January with a reported 75% reduction in income and expenditure creation time. Leigh raises the structural tension: a tool that sits on the periphery of a workflow is easy to adopt and equally easy to quietly drop. Lara covers FreeAgent's integration with Equali, pulling e-commerce data from Shopify into FreeAgent for reconciliation and categorisation, and notes FreeAgent's incoming Apron partnership as part of a broader push beyond its freelancer roots. The episode closes on the Accountex panel from ICAEW, ACCA and IFAC. The fat middle concern runs through the final section: AI handling transactional work, hollowing out the junior pipeline and, with it, the intuition that comes from years of doing the basics. Robbie's view is that AI will eventually learn the human stuff too. The question is what accountants do with the time that creates.   Chapter list 00:00 Introduction and Overview of Topics 04:00 The Launch of Sodium: A New Practice Management Tool 08:25 Apron's William AI: Enhancing Document Management 12:44 General Ledgers and AI Strategies 23:31 QuickBooks AI-Powered MTD Checker Flags Errors Before Submission, Not After 27:18 Combinely's AI Co-Worker Handles 2,600+ Tasks in a Month for Early UK Firm Adopters 30:45 FreeAgent's E-Commerce Expansion 36:09 The Future of Accountancy: AI and Brand Perception

Introducing eppiqTimer – built for accountants using any Practice Management software (yes, even the old clunky ones

On this episode of the Woodard Report podcast, Heather speaks with Amanda Aguillard about her path from discovering accounting at 16 to building a cloud-based firm, launching the peer-driven Accounting Salon community, and becoming COO at Padgett. They discuss how Padgett helps firms implement standardized systems to reduce decision paralysis and build a business that isn't dependent on the owner.  About Amanda Aguillard, CPA Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she's used that passion to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer of Padgett, one of North America's largest accounting service and business consulting providers. Amanda oversees operational and logistical guidance for the company's network of firms. This includes identifying and incorporating the latest cloud technologies into the Padgett operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms. Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016, and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers. She has written numerous articles for industry publications, including the Journal of Accountancy. Prior to joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv. Amanda, who holds a Master's Degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, AICPA Engage, Scaling New Heights, Clio Cloud Conference and Xerocon. When she's not advocating for her industry, she spends her time cooking for her two children, reading historical fiction and backcountry hiking. Learn more about Amanda Connect with Amanda on LinkedIn Learn more about Padgett Thank you to our show sponsor, Puzzle! Puzzle is the next generation firm: AI-powered, human-led. Puzzle replaces manual QuickBooks workflows with AI-driven books built for review, approval, and audit-ready accountability. Learn more at Puzzle.io. Learn more about the show and our sponsors at Woodard.com/podcast

Tune in for a quick pitstop chat with Beth Sullivan, Marketing & Sales Coordinator at We Are PF and also a neuro-spicy mind wellness cheerleader!

Tune in for a quick pitstop chat with Sam, founder of Immersif!

Tune into a quick pitstop podcast chat with Hannah Sarre, Accounts Manager at TCSG, live from Accountex London 2025!Join Aaron and Johann, experienced accountants and entrepreneurs weekly on Ask the Accountant, where they discuss various topics revolving around the accounting industry and give business advice and updates. Every Monday from 8:30 am.Don't forget to check out all our other content such as our 'Cool Friends', 'Pitstop Podcasts' and more!https://linktr.ee/asktheaccountant#Accountant #Podcast #Bookkeeper✨ Want to turn long-form content into shorts? Try Opus clip: https://www.opus.pro/?via=5f284b

No break for us at Digi-Tools in Accrual World, we we're back straight after Accountex to cover the biggest developments in accounting tech news and fintech innovation fresh off the back of Accountex 2025. Headlines: •TaxCalc acquires Engager in a bold play to power up its practice management suite. •Bright snaps up TimeKeeper to bolster its payroll game — targeting summer 2025 for full integration. •Capium 365 launches to support MTD ITSA, offering a simplified, client-facing bookkeeping tool. •FreeAgent drops multiple updates, including Find & Fix, Management Reporting, and AI-powered invoice capture via Jenesys. •Dwayne Jackson returns with a free CIS compliance app — smart move or Trojan horse? Or both? •QuickBooks introduces usage caps across plans — time to check your limits. •Rippling raises $450m, but the Deel lawsuit adds drama to their $16.8B valuation. •Xero launches Tap-to-Pay via Stripe — now your phone is your card reader.   We also recap our own Accountex circus antics, explore community feedback on our upcoming Digital Transformation Certification, and tease what's next for accountants looking to modernise.   Perfect for accountants, CFOs, and tech-curious bookkeepers looking to stay ahead of the curve.   00:00 Coming Up 01:05 Intro   09:27 App News 09:31 TaxCalc acquires Engager to boost practice management offering 14:10 Bright acquires TimeKeeper to enhance payroll offering 15:50 Capium launches Capium 365 to tackle MTD complexity 18:28 FreeAgent and Powdr partner on financial modelling for startups 18:57 FreeAgent integrates with Jenesys for AI-powered insights 19:16 FreeAgent unveils new features and AI partnership at Accountex 2025 21:04 KashFlow founder launches CIS compliance app 25:07 QuickBooks introduces usage limits across plans 26:39 Rippling raises $450m at $16.8bn valuation 29:34 Xero launches Tap to Pay for UK businesses      32:23 Close

In this episode of De-Stress Your Business, Alexis Kingsbury explores how professional services firms can easily create compelling case studies using AI.    Despite the value of case studies, firms often avoid them due to the time and effort required. Alexis introduces a streamlined approach using a simple checklist and AI prompts to convert rough notes into polished case studies.    Learn the steps to gather essential information, prompt AI for drafting, and finalize case studies efficiently, enabling even junior staff to handle the task.    ---   Helpful resources: Accountancy Playbook - Win More Ideal Clients: https://discover.airmanual.co/resources/win-more-ideal-clients Alexis speaking at Accountex 2025: https://www.accountex.co.uk/london/event/how-to-get-the-best-out-of-your-people-even-if-theyre-terrible/ Example of a case study created using this approach: https://airmanual.link/case-study/tennick More Playbooks: https://www.airmanual.co/resources

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Caroline Hobden, Portfolio Director for Accountex. Caroline discusses the global impact of AccountEx events, the evolution of bookkeeping communities, and how these gatherings facilitate learning and collaboration for finance professionals around the world. From London to Canada and Spain, Accountex has been at the forefront of showcasing innovation and fostering connections within the industry. Caroline shares insights about the importance of adapting to regional differences, the role of professional bodies, and how Accountex is shaping the future of the bookkeeping profession. What Listeners Will Learn: The Global Scope of Accountex: Highlights from events in London, Spain, Canada, and beyond. Regional Differences: How bookkeeping and accounting vary by country, including regulation, technology adoption, and community engagement. Building Community: The value of collaboration and sharing expertise within the bookkeeping profession. Technology and Innovation: Emerging trends like AI, e-invoicing, and cybersecurity in finance. What to Expect at Accountex London 2024: Insights into the largest AccountEx event in the UK. Timestamps: 0:00 – Introduction 0:31 – Meet Caroline Hobden 1:13 – The AccountEx Portfolio: Events Around the World 3:34 – The Rapid Growth of AccountEx Spain 4:28 – The Universal Need for Community in Bookkeeping 6:06 – Regional Challenges: Regulation, Technology, and Mindsets 8:02 – The Collaborative Nature of Bookkeeping 9:14 – Learning from Global Bookkeeping Practices 10:46 – AccountEx London: What's Coming in May 2024 ---------------------------------------- HOW TO WORK WITH US We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers' Collective.

Is your accounting firm drowning in outdated practices, losing clients, and missing out on opportunities due to a lack of modernization?    Many accounting and bookkeeping businesses find themselves trapped in the past, struggling with inefficiencies, outdated technology, and an inability to meet the evolving demands of the industry.    This stagnation can lead to frustrated staff, dissatisfied clients, and a constant battle to keep up with competitors who are leveraging the latest innovations. The pain of falling behind is real, and it's affecting your bottom line and your peace of mind.   That's why in today's podcast, we're speaking with Mark Lee, a true trailblazer in the world of accountancy. Mark is a highly respected speaker, mentor, and influencer who has helped countless firms modernize their practices and thrive in the digital age.    With a career spanning over three decades, Mark has transformed accounting practices through innovative technology, earning recognition as one of the top 100 global business influencers by Sage.    His influence extends beyond technology; he chairs the UK's largest network of specialist tax advisers and has received the prestigious "Outstanding Contribution" award at Accountex 2024. Mark's thought leadership and expertise have made him a sought-after mentor, guiding firms to new heights of efficiency and profitability.   Our conversation dives deep into: The biggest future demands for accountancy and bookkeeping businesses Practical steps for businesses feeling stuck in their ways to embrace modernization How AI and automation can revolutionize day-to-day operations Real-life success stories of businesses that have thrived through modernization Essential skills accountants need to develop for future success   Join us for De-stress Your Business Episode 62 — our live podcast.   #destressyourbusiness #podcast #accounting #modernization #MarkLee #technology #AI #businessgrowth #futureproofing   ---   Helpful resources:   Website- https://bookmarklee.co.uk/ LinkedIn- https://www.linkedin.com/in/bookmarklee/ Facebook- https://web.facebook.com/BookMarkLee?_rdc=1&_rdr YouTube- https://www.youtube.com/user/bookmarklee

This week on The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are speaking to Caroline Hobden, the portfolio director of Accountex, about the upcoming Accountex event in London. They discuss the significance of the event for bookkeepers, the exciting features attendees can look forward to, and tips on how to make the most of the experience. Key Discussion Points Importance of Community for Bookkeepers: Caroline emphasizes the sense of community at Accountex and its value for networking and professional growth. Dedicated Bookkeeping Program: The event will feature a dedicated theatre and workshops specifically for bookkeepers, providing tailored content and networking opportunities. Relaxation and Wellness Activities: Attendees can enjoy relaxation areas, a mindfulness doodle wall, and a wellness retreat to manage stress during the conference. Managing Sensory Overload: Zoe and Caroline discuss the importance of taking breaks and planning ahead to avoid sensory overload and stay focused on personal goals. Maximizing Software Use and Automation: Insights on leveraging software for efficiency, automation in bookkeeping, and integration tips for small business owners. Sessions on Pricing Strategy and Selling Practices: Jo and Zoe will lead sessions on pricing strategy and selling a bookkeeping practice, sharing their expertise and practical advice. New Automation Station: The event will feature an automation station run by experts, providing advice on implementing automation in bookkeeping practices. Accessibility Features: Sign language interpretation will be available for some sessions, and all sessions will be recorded and accessible to delegates after the event. Sustainability Initiatives: Discussions on reducing the environmental impact of the conference, including digital book giveaways, tree planting for attendees, and recyclable materials for signage and carpets. Event Preparations and Tips: Community members share their excitement, preparations, and practical tips such as wearing comfortable clothing and footwear for the event. ----------------------------------------------- Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-... ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Welcome to another edition of the Accounting Influencers Podcast, hosted by Rob Brown. In this episode, Rob interviews Jeff Gramlich from Validus. They discuss various topics related to the accounting profession and the role of technology in driving efficiency and quality. Jeff shares insights on the paradigm shift towards data-driven audits and the impact of technology on the industry. They also explore the challenges of attracting and retaining talent in the accounting profession. Jeff highlights the difference between good and great accounting firms and the importance of technology adoption in staying ahead. They also touch on the future of the profession and the exciting opportunities that lie ahead. Tune in to this episode to gain valuable insights and perspectives on the accounting profession and the role of technology in shaping its future.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioJeff is a seasoned CPA with over 40 years of experience in the accounting industry, having started his career at Arthur Young & Co. He holds a CITP certification and has made significant contributions to the US accounting sector. Notable highlights include his role as President & CEO of the Small Firm Services business unit at CCH and serving as President of AccountantsWorld. Jeff is deeply committed to enhancing the industry, from streamlining everyday workflows to elevating overall quality standards. In his current role at Validis, he is at the forefront of leveraging technology for audit processes and establishing key strategic partnerships to bring cutting-edge ideas and solutions to the market.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession....

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists, and influencers in accounting, CPA, and bookkeeping.UK Special: AI Forecasting in Accounting: Chirag ShahIn this Accounting Influences Podcast, Rob Brown interviews Chirag Shah, the founder and CEO of Nucleus Commercial Finance, a UK-focused lender.Chirag discusses the challenges and opportunities in the financial space, particularly in lending and funding. He also talks about the importance of financial analysis and forecasting for businesses, emphasizing the need for businesses to understand their cash flow and plan effectively.The interview highlights the role of accountants and advisors in helping businesses make sound financial decisions and navigate uncertain economic conditions.Guest BioChirag Shah is the founder and CEO of Pulse, a visionary platform that empowers businesses, accountants, and business advisors with a tailored dashboard showcasing vital statistics and trends. With over two decades of experience in financial services, Chirag has consistently demonstrated his expertise. In 2011, he pioneered the establishment of Nucleus, a renowned alternative finance entity, offering flexible and personalized financial solutions for SMEs, regardless of their industry or growth stage.Recognizing the pressing economic challenges UK SMEs face, Chirag introduced Pulse in October 2022, a groundbreaking platform harnessing the power of AI for in-depth financial analysis, benefitting both businesses and accountants. Chirag's mission extends beyond enhancing the UK's business landscape; he is dedicated to assisting SMEs in honing their data comprehension skills to chart a path to success. Chirag's expertise encompasses the significance of forecasting, the key elements that constitute effective forecasts, and the selection of the proper forecasting tools.His vision for Pulse revolves around transforming it into a comprehensive forecasting tool, addressing the challenges SMEs encounter, elucidating Pulse's role, and exploring the far-reaching implications of AI in this context.For more information about Nucleus, visit https://nucleuscommercialfinance.com/To learn more about Pulse, https://mypulse.io/Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd appreciate a review on whatever platform you listen to. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tag guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London, UK. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay updated with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme,...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Understanding the Vendor-Accountant Relationship and the Future of Events in AccountingIn this episode of the Accounting Influencers Podcast, host Rob Brown conducts an in-depth interview with Seth Feinberg, author of the Feinberg Review. They discuss the evolving relationship between tech vendors and accountants, including the trust issues and the need for vendors to better understand accountants' needs. Seth highlights the role of events for vendors to directly communicate with their target market. The conversation covers how vendors can build more meaningful relationships with accountants, the future of accounting events, and how the profession can evolve with these changes.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioSeth Fineberg is a seasoned accounting industry consultant and Content Strategist with an impressive track record spanning over 30 years. His extensive career has primarily revolved around shaping the evolution of the accounting profession. Seth's notable roles include serving as the Technology Editor at Accounting Today and leading AccountingWEB's US team.In his current venture, Accountants Forward, Seth is dedicated to driving progress within the accounting profession by curating high-quality, practical, and valuable content. He takes on various roles in content creation and execution, including articles, podcasts, webinars, white papers, and live events.For those seeking valuable insights and updates, Seth offers a Free Weekly newsletter on his website. He is also a recognized contributor to prominent publications such as CPA Trendlines, Karbon Magazine, Accounting Today, and The Woodard Report.Seth's expertise lies in two key areas: (1) fostering strong vendor-accounting relationships and (2) orchestrating successful events, marketing strategies, media outreach, and garnering attention in the accounting industry.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, host Rob Brown welcomes Stuart Pedley-Smith, Chief Learning Officer at Kaplan Financial, to discuss the evolving landscape of qualifications and their relevance in today's finance and accounting profession. Stuart, with over 25 years of experience in accountancy education, shares insights into the changing roles of finance professionals, emphasizing the need to adapt to technological advancements. The discussion explores the importance of maintaining core principles while incorporating new tools and technologies in qualifications. Stuart also highlights the role of technology in reshaping the profession and the potential for technology-based assessments. Overall, the episode delves into the challenges and opportunities facing finance professionals in a rapidly evolving industry.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioStuart Pedley-Smith, a certified accountant, has dedicated his career to professional education. As Kaplan's Head of Learning, he shapes the company's education strategy, advocates best practices, and fosters a culture of learning. With over two decades of teaching accountancy students, Stuart's insights culminated in his book on examinations. His expertise informs engaging talks, a monthly blog, and podcasts on exam success. Stay tuned for Season 4 of the Kaplan Learn Better Podcast, and explore his insightful blogs:Kaplan Learn Better Podcast (Season 4 coming soon): https://kaplan.co.uk/learn-better-podcastKaplan Learning Blog (General Kaplan Blog): https://kaplan-learning.com/blogPedley-Smith Blog (Exploring evidence-based learning and exam success): https://pedley-smith.uk/Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Des O'Neil shares his insights on helping accountants and bookkeepers realize their full potential and make a real impact on their clients. He emphasizes the importance of finding joy and passion in one's business and highlights that it's never too late to change direction for better results. Des also discusses the difference between authentic influencers and those who may not provide genuine value. Simplifying business and life comes down to clarity and understanding what you want, setting boundaries, and consistently delivering value to clients.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioDes O'Neil, an experienced accountant on a mission to help you rapidly boost your firm's profitability while reducing stress. With a unique blend of technical expertise and a passion for creating sustainable businesses, Des is not just an accountant; he's a transformational force.In a world filled with constant deadlines and regulatory challenges, Des understands the struggles accountants face, from attracting and retaining the right staff to dealing with less-than-ideal clients. He's been there, and he has the solutions.With over 15 years of experience and a proven track record, Des has worked with thousands of firms, developing ProfitPro and the Winning Firm Workshop. If you're ready to achieve a more profitable and rewarding accounting business, Des O'Neil is here to guide you.Learn more at https://theprofitpro.com/ and discover the better way to run your accounting business with Des O'Neil.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance profession. It attracts 8,000+ attendees and 250+ exhibitors. Attendees can get up to 16 CPD hours with 200+ free seminar sessions across 12 theatres.

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode of the Accounting Influencers Podcast, Rob Brown sits down with Calvin Harris, the CEO of the New York State Society of CPAs. Calvin discusses his role in leading the organization that represents CPAs in New York State and beyond. He shares his perspective on being a CPA and the importance of the credential.Calvin talks about the challenges and opportunities facing the accounting profession today, emphasizing the need for CPAs to demonstrate their relevance in a changing landscape. He highlights the role of technology, communication, and storytelling in showcasing the value of the accounting profession to younger generations.The conversation also touches on the impact of the COVID-19 pandemic on the profession and the lessons learned from it. Calvin shares insights into the evolving role of CPAs and the importance of adaptability.Tune in to gain valuable insights from Calvin Harris on the state of the accounting profession and the path forward for CPAs in a dynamic world.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioCalvin Harris Jr., CPA (MD), is the CEO of the New York State Society of CPAs, the oldest state accounting association in the U.S. With 30+ years of executive experience, he's been a CFO, auditor, forensic accountant, consultant, and entrepreneur.A Morehouse College graduate, Calvin previously served as the SVP & CFO of the National Urban League in NYC and CFO of Baltimore City Community College. He's held leadership roles at organizations like the United Nations Foundation, NeighborWorks America, Legal Services Corporation, and Aeras Global TB Vaccine Foundation. His career began as an auditor at Arthur Andersen.Calvin, the 24th Chairman of the Board and National President of the National Association of Black Accountants, has a deep passion for the accounting profession, inspired by his mother, a high school bookkeeping teacher. A Maryland native, he now calls Brooklyn, New York, home.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.Welcome to another insightful episode of the Accounting Influencers Podcast, hosted by Rob Brown. In this episode, we're joined by a true visionary in the world of finance and entrepreneurship, Adam Lean.Adam Lean's journey from accountant to two-time entrepreneur is nothing short of remarkable. He's built, scaled, and successfully sold two businesses, all while honing his expertise in financial management. Today, he's the driving force behind The CFO Project, a training company that equips financial professionals with the skills to provide outsourced CFO and business advisory services.Join us as we dive deep into the world of accounting and entrepreneurship with Adam Lean. In this episode, we explore what clients genuinely seek from their accountants and strategies for growing your practice without increasing your workload. We delve into assessing your readiness to provide business advisory services and discuss how to attract new clients through these offerings. Additionally, Adam shares insights on maximizing value by upselling business advisory services to existing clients, effective pricing strategies for these invaluable services, and the critical transition from a time-for-money model to achieving true business ownership.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioAdam Lean is a dynamic individual with a background as a former accountant turned successful entrepreneur, having built, scaled, and sold two businesses. However, his true passion lies in teaching and empowering other business owners. Recognizing the importance of financial success and peace-of-mind for entrepreneurs, Adam is dedicated to providing valuable tools and resources to help them make informed decisions, increase profitability, and achieve a sense of security in their endeavors. Through his expertise and experience, he strives to make a positive impact on the lives of business owners, guiding them towards greater prosperity and fulfillment.Season 4 Sponsors & Links◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay up to date with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited...

In this special edition of the Accounting Influencers Podcast, hosted by Martin Bissett, featuring Gordon King from The World of Twist, the conversation delves into the intersection of creativity and accounting in the music industry. Gordon King shares insights into the rise and fall of The World of Twist, a band he co-founded, shedding light on the financial dynamics within the group. As creative professionals navigating the music scene, the band members initially had little business acumen and entrusted their manager with handling finances. Gordon reflects on the naivety and excitement that often accompany young musicians signing major record deals, highlighting the importance of understanding contracts and financial arrangements in the music business. The discussion provides a fascinating glimpse into the challenges faced by creative individuals when dealing with the business side of their careers.YoutubeYou can watch this episode and more on our YouTube Channel: https://www.youtube.com/@accountinginfluencers Guest BioWorld of Twist was an English indie pop band formed in Sheffield in 1985, experienced various lineup changes throughout history. The band's original lineup featured James Fry (vocals), Andrew Hobson (bass guitar), Gordon King (guitar), Tony Ogden (drums), Rory Conolly (saxophone), Nick Phillips (organ), and Andy Robbins (synthesizer). After disbanding, a new lineup emerged in Manchester in 1986.While the band gained attention for their live shows and radio sessions, their debut album, "Quality Street" (1991), didn't receive significant critical or commercial success. Despite not touring North America, "Sons of the Stage" succeeded in Toronto and New York. Creative differences and Ogden's decision to stop singing contributed to the band's dissolution in 1992.QUATERMASS III is the pilot recording of this exciting project that came from the minds behind World of Twist, Earl Brutus, and The Dials. Presented by The Ministry of Light Entertainment in collaboration with the British Experimental Rocket Group and Science Monthly, QUATERMASS III promises to be a unique and groundbreaking musical endeavour.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd appreciate a review on whatever platform you listen to. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guests so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top fintech companies and cutting-edge start-ups, visitors can browse new software and stay updated with the latest technology, tools and ideas in accountancy and finance. Alongside the exhibition, attendees will take away actionable tips from the CPD-accredited seminar programme, led by 200+ thought leaders shaping the profession.Accountex is Europe's largest annual event for the accounting and finance...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.DescriptionIn this episode, we are joined by Paul Barnhurst, an experienced financial planning and analysis (FP&A) professional. Paul shares his expertise in differentiating accounting from FP&A, highlighting how FP&A brings a forward-looking finance lens to guide strategic decision-making. Discover the critical role FP&A plays in budgeting, forecasting, and partnering with business leaders. Paul also sheds light on the essential social skills that complement technical expertise and elevate FP&A professionals as valued partners within organizations.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioDistinguished as "The FP&A Guy," Paul Barnhurst boasts an illustrious career spanning over a decade in the finance landscape. His remarkable journey includes pivotal roles at industry titans like American Express and Solera, culminating in his current role as the visionary force behind a thriving FP&A consulting firm.An esteemed influencer within the FP&A community, Paul's passion lies in sharing his invaluable insights and extensive expertise. His active presence on LinkedIn sparks vibrant discussions, while his thought-provoking webinars and training sessions empower finance professionals globally.Paul's commitment to knowledge dissemination extends to his engaging podcast initiatives. The "FP&A Today" podcast, available on Spotify, provides a platform for in-depth explorations of financial planning and analysis. Additionally, his "Financial Modeler's Corner" podcast showcases his prowess in simplifying intricate financial modeling concepts.As the founder of "The FP&A Guy," Paul not only embodies the fusion of passion and proficiency but also exemplifies his dedication to fostering growth and innovation within the finance domain. His contact details, readily available for those eager to connect, reflect his genuine enthusiasm for forging meaningful relationships and sharing his wealth of wisdom. Website: thefpandaguy.com◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing...

Welcome to the Accounting Influencers Podcast, going live every Monday to 150 countries and 30,000 accounting practitioners, fintech specialists and influencers in the accountancy, CPA and bookkeeping space.In this episode, Jen Cryder, the CEO of the Pennsylvania Institute of CPAs (PICPA), shares her journey from an English major to a successful career in accounting. Representing around 20,000 accounting and finance professionals in Pennsylvania, PICPA serves as a unique state society dedicated to empowering bookkeepers and CPAs alike. Jen emphasizes the importance of diversity within the profession, where PICPA's membership includes college and high school students exploring accounting careers, practitioners in public accounting firms, and educators in corporate finance. With a strong focus on shaping the future of the profession, Jen discusses the challenges and opportunities of staying ahead in the ever-evolving landscape of accounting, driven by technology, changing standards, and human capital needs. Collaboration among state societies and stakeholders becomes paramount as they work together to address common challenges and share innovative solutions.YoutubeYou can watch this episode and more on our YouTube Channelhttps://www.youtube.com/@accountinginfluencers Guest BioJen Cryder is a trailblazing leader serving as the CEO of the Pennsylvania Institute of Certified Public Accountants (PICPA). As a CPA with practical experience, she brings a valuable perspective to her role, adeptly solving problems and creating opportunities to benefit PICPA's members. Jen's leadership is characterized by transparency, integrity, and a diverse skill set that spans Finance, Accounting, M&A, Operations, Business Development, Change Management, Stakeholder Relations, and Nonprofit Organization Management. With a keen understanding of the evolving landscape of technology and capital markets, Jen navigates as an agile and collaborative executive, addressing disruptions and prioritizing the growth of the organization. She places equal emphasis on empowering diverse teams, ensuring all individuals have access to professional development opportunities to achieve their goals. Committed to member value, Jen fosters strong connections and engagement to tailor PICPA's programs, products, and services accordingly. Notably, as the first female CEO in PICPA's 125-year history, Jen is dedicated to honoring the organization's legacy while strategically shaping the future of accounting and finance with an unwavering focus on member success.◣━━━━━━━━━━━━━━━━━━━━◢If you like the show, we'd truly appreciate a review on whatever platform you listen. We'd love to get to know you!Main show website. For access to every single show with full shownotes: https://accountinginfluencers.com/podcastFor announcements of published shows, tagging guest so you can build your network and offer feedback on the show: https://www.linkedin.com/company/accountinginfluencersFor videos of all podcast interviews and bonus video content: https://bit.ly/AI-youtubehttps://www.instagram.com/accinfluencershttps://twitter.com/accinfluencershttps://www.facebook.com/accountinginfluencersThanks to our sponsors:Accountex. Accountex will return to ExCeL London UK on the 10-11 May 2023. Bringing together 250+ top...

On this episode of The Bookkeepers' Podcast, Jo and Zoe talk about how to get the most out of accountancy conferences as a bookkeeper. They've just returned from Accountex London and share their thoughts on how valuable events like this are for bookkeepers. Jo and Zoe discussed: - The size of the event - How welcome bookkeepers were at the event - Bookkeepers' Basecamp - Other events we'll attend this year in the UK - How to manage your time at accountancy conferences - The sessions Jo and Zoe were involved with Replays of two of Jo and Zoe's Accountex talks will be added to their YouTube channel in the coming weeks. Please subscribe on YouTube for updates. Resources: What do you need to know to start your bookkeeping practice? Take the Quiz 6figurestartup.scoreapp.com ---------------------------------- Are you 6 Figure Ready? Take our Quiz 6figurebookkeeper.scoreapp.com ---------------------------------- Find out more about Jo and Zoe by following The 6 Figure Bookkeeper on YouTube. https://www.youtube.com/c/6FigureBookkeeper ---------------------------------- Community: The 6 Figure Bookkeepers' Club on Facebook 6figurebookkeeper.club ----------------------------------------- Book Order your copy of our bestselling book The Bookkeeper Rises ----------------------------------------- Courses Find out more about The Bookkeepers' 6-Month Success Programme. Join our Bookkeepers' Startup Programme 6figurebookkeeper.com/startup ------------------------------------------ About our sponsor Get a 30-day free trial and two months' half price of Go Proposal by going to bit.ly/6FBGP ------------------------------------------ About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. ----------------------------------------------- Connect Connect with Jo Wood and Zoe Whitman in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club ------------------------------------------ The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

In this episode, Pat White and Rafael Casas interview Mackenzie Patel, CEO of Hash Basis, a crypto-native accounting firm based in San Francisco. Mackenzie shares her accounting background and how she got into crypto accounting. They also discuss the challenges of revenue accounting in crypto and the emerging trend of specialized crypto accounting.Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Checkout the Bitwave channel on Earmark to get even more CPEChapters (00:00) - Preview: What does Hash Basis do? (00:50) - Introduction and welcome Mackenzie to the show (02:04) - A little bit of Mackenzie's background (04:24) - Did you instantly love accounting? (10:39) - What did you do after college? (11:47) - What does revenue accounting look like in crypto? (13:58) - Are you seeing more accountants who specialize in crypto accounting? (18:32) - How did you get into crypto specifically? (20:40) - Can you walk us through some fundamentals of crypto accounting? (28:31) - What is streaming payroll and payments? (31:53) - What resources do you do to stay up to date on crypto and crypto accounting? (34:51) - FASB guidance has come out (35:31) - What do you think about wrapped tokens now being counted as impaired? (42:08) - Tell us about your new company, Hash Basis (44:14) - Mackenzie will be speaking at EDAS (46:13) - Thanks for listening and please subscribe for new episodes Connect with our guest, Mackenzie Patellinkedin.com/in/mackenziepatel/twitter.com/maccbasisConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcastfacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodLeave a review on Apple Podcasts or PodchaserSubscribe to the Crypto With Accountants Podcast in your favorite podcast app!This podcast is a production of the Earmark Media

The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com Follow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod

Season 4 Episode 25 | Recorded November 30, 2022 Thank you to our Booster Partner, FreshBooks In this episode, Scott talks to Andrew Wall, CPA, CMA who shares his journey of going off on his own to pursue his vision. They discuss Andrew's background, including his experience studying sociology and technical college and his dad's vision for an accounting app. Andrew also talks about the early days of cloud technology and why accounting has been slow to adopt new tech. They also delve into building small communities and how companies should listen to their customers to improve their services. They wrap up the podcast by talking about the importance of connective tissue and how it plays a vital role in building a community. Caught in Canadian customs The art of chaos and Andrews Andrew in High school Sociology in College Technical College Dad's vision for an Accounting app The app hit a roadblock Going off on his own for the vision Taking over dad's firm Was accounting in the back of your mind? Back to school New technology Early days of cloud Why is accounting late to the tech game? Sports Being who you are Where is Andrew right now? Scott away from his firm ISO Cerftification Andrew's numbers Work ethics Andrew's media presence Vanity numbers and engagement Walking contradiction & Ambiverts & Coonferences Growing community and FreshBooks Companies listening to customers Flooded with apps and building small communities Connective tissue Wrapping up All the Shoutouts: FreshBooks, Accountex, Kellie Parks CPB, Xero, Intuit QuickBooks, Mike McDerment, Hubdoc, Relay, Shopify, Twyla Verhelst, CPA, Sage, Sandy Johns --- Send in a voice message: https://anchor.fm/accountinghigh/message

SponsorsJirav - https://cloudaccountingpodcast.promo/jiravCanopy - https://cloudaccountingpodcast.promo/canopyZoho - https://cloudaccountingpodcast.promo/zohoNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesSign up for Hector and Blake's 8-part free CPE practice management series, Focused Firm: https://go.earmarkcpe.com/the-focused-firm=Get notified when we go live! Subscribe to the Cloud Accounting Podcast on YouTube: https://www.youtube.com/c/cloudaccountingpodcastGet Right Tool for QuickBooks Online: https://chrome.google.com/webstore/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjdGet 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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsuCollect - https://ucollect.biz/capWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

SponsorsCanopy: https://www.cloudaccountingpodcast.promo/canopyLiscio: https://www.cloudaccountingpodcast.promo/liscioRelay: https://www.cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! 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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

SponsorsFreshBooks: https://www.cloudaccountingpodcast.promo/freshbooksCanopy: https://www.cloudaccountingpodcast.promo/canopyRelay: https://www.cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes1:46 – Intuit owes customers $141 million after it 'cheated' them out of free tax serviceshttps://www.engadget.com/intuit-owes-consumers-141-million-after-it-cheated-them-out-of-free-tax-services-090115518.html Intuit Will Refund $141 Million to Low-Income TurboTax Users - The New York Timeshttps://www.nytimes.com/2022/05/04/business/turbotax-intuit-settlement.html 4:36 – Study: Nearly half of returns could be automatically populatedhttps://www.accountingtoday.com/news/study-says-nearly-half-of-tax-returns-could-be-automatically-pre-populated 8:09 – In-Person BNPL Coming Soon as Block Connects Seller, CashApp Ecosystemshttps://www.pymnts.com/earnings/2022/in-person-bnpl-coming-soon-as-block-connects-seller-cashapp-ecosystems/ 9:43 – H&R Block Wins Injunction Against Jack Dorsey's Block Inc.https://news.bloomberglaw.com/daily-tax-report/h-r-block-wins-injunction-against-jack-dorseys-block-inc 11:23 – Fireside chat with IRS Commissioner Chuck Rettighttps://www.accountingtoday.com/news/fireside-chat-with-irs-commissioner-chuck-rettig 19:00 – Marcum merges in Friedman to create $1B megafirmhttps://www.accountingtoday.com/news/marcum-merges-in-friedman-to-create-1b-megafirm 19:54 – Klean Books Offering Free Business Bookkeeping Services With New Promotionhttps://www.globenewswire.com/news-release/2022/05/04/2435980/0/en/Klean-Books-Offering-Free-Business-Bookkeeping-Services-With-New-Promotion.html 21:18 – PwC US announces $2.4B employee investmenthttps://www.accountingtoday.com/news/pwc-us-announces-2-4b-employee-investment 28:05 – Let's Mesh Other Business Buzzwords to Form the Next Big Accounting Firm Namehttps://www.goingconcern.com/lets-mesh-other-business-buzzwords-to-form-the-next-big-accounting-firm-name/ 31:11 – In KPMG Australia Cheating Scandal, Apparently Cheaters *Do* Winhttps://www.goingconcern.com/in-kpmg-australia-cheating-scandal-apparently-cheaters-do-win/ 32:58 – Why the Metaverse matters to youhttps://www.accountingtoday.com/podcast/why-the-metaverse-matters-to-you 37:49 – What It Will Take for Augmented Reality to Become Our Realityhttps://www.wsj.com/articles/what-it-will-take-for-augmented-reality-to-become-our-reality-11651844452 Law firm says employees can work from home full-time – but only if they take a 20% pay cuthttps://www.cnbc.com/2022/05/05/workers-at-uk-law-firm-to-take-20percent-pay-cut-to-work-from-home-full-time.html 46:38 – Back In My Day, Accountants Had to Walk Uphill Both Ways In the Hot Sun to Get to Work, Says Crotchety Old British Guyhttps://www.goingconcern.com/back-in-my-day-accountants-had-to-walk-uphill-both-ways-in-the-hot-sun-to-get-to-work-says-crotchety-old-british-guy/ 51:41 – Pizza accountant to pay $2M for insider tradinghttps://www.accountingtoday.com/news/ex-dominos-accountant-to-pay-2m-for-insider-trading 55:34 – Stripe Offers Businesses Customer-Account Verification Toolshttps://www.pymnts.com/news/security-and-risk/2022/stripe-offers-businesses-customer-account-verification-tools/ 56:29 – Experiment finds RPA is 745% faster than manual processeshttps://www.accountingtoday.com/news/experiment-finds-rpa-is-745-faster-than-manual-accounting-processesGet 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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: futurefirmaccelerate.comGetW9: getw9.taxAdvisors for Change: https://www.advisorsforchange.com Oh My Fraud: A True Crime Podcast for Accountants: ohmyfraud.comWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com