Podcasts about Accounting software

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Accounting software

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Best podcasts about Accounting software

Latest podcast episodes about Accounting software

The Build Show Podcast
Building A Remote Job

The Build Show Podcast

Play Episode Listen Later Jul 11, 2025 41:59


In this insightful episode of the Build Show Podcast, host Matt Risinger sits down with Stephanie Dailey—longtime colleague, project manager, and now remote collaborator—to explore what it really takes to build a remote career in the construction industry. Stephanie shares her unconventional path from jobsite coordination in Austin to managing high-performance builds from hundreds of miles away. With candid stories about burnout, family priorities, and the pursuit of flexibility, Matt and Stephanie talk about redefining success in a traditionally hands-on field. From the power of trust and communication to the evolving role of women in construction, this conversation offers valuable takeaways for builders, business owners, and anyone navigating career shifts in a digital age. Real, reflective, and refreshingly honest, this episode is a must-listen for those rethinking how and where meaningful work gets done. Matt's Resources: https://jobsitecodes.com/https://stevendailey.com/ Save the Date for Build Show LIVE 2025 in Dallas, TX: October 16-18, 2025!Don't miss a single episode of Build Show content. Sign up for our newsletter.

E48: Why Sequoia Invested $25M in Accounting Software with Rillet CEO Nicolas Kopp

Play Episode Listen Later Jul 9, 2025 42:55


This week, Sasha Orloff and Nicolas Kopp, CEO & Founder at Rillet, discuss how Rillet is transforming accounting by leveraging AI to streamline processes, improve efficiency, and build lean finance teams. They also talk about the company's $25 million funding from Sequoia, the importance of clean data, and Rillet's customer-focused approach. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠ Puzzle

The HeelanHub Podcast
Do you NEED accounting software?

The HeelanHub Podcast

Play Episode Listen Later Jul 7, 2025 18:53


In this episode Dan discusses whether you NEED accounting software for your business. He chats about Making Tax Digital, VAT, Xero, getting paid…. all this and more on today's HeelanHub! www.heelanassociates.co.uk/podcast - the show for UK small business owners. info@heelanassociates.co.uk 02392 240040

Command Control Power: Apple Tech Support & Business Talk
624: Tech Takes: The Struggles with AI and Accounting Software

Command Control Power: Apple Tech Support & Business Talk

Play Episode Listen Later Jul 1, 2025 52:12


In this episode of Command Control Power, the hosts discuss their long-standing production schedule and reliance on listener support through Patreon. They share humorous anecdotes and frustrations about everyday tech issues, such as fixing client problems and dealing with insufficient AI-generated messages. The conversation delves into the ever-increasing costs of essential services like QuickBooks and the challenges of using AI tools like ChatGPT for tasks ranging from contract creation to tech support. They also touch on broader issues involving monopolistic behaviors of tech giants and the impact of poor customer service on consumers.   00:00 Introduction and Support Request 00:28 Prom Date Analogy 00:54 Safari Issue and Client Gratitude 01:53 AI Summaries and Notifications 05:04 Apple Intelligence Rant 05:12 Google Assist Anecdote 06:47 Voice Dictation Errors 10:38 AI Contract Creation 12:43 Challenges with AI Refinement 21:20 AI in Daily Tasks 24:14 The Importance of Note Taking 24:53 AI in Coding and App Development 25:51 Gardening with AI Assistance 29:09 QuickBooks Pricing and Features 36:43 Challenges with Tech Support and Monopolies 46:54 AI's Potential and Limitations 48:22 Conclusion and Support

Farm and Ranch Report
Accounting Software Built For Agriculture

Farm and Ranch Report

Play Episode Listen Later Jun 20, 2025


Ambrook has a thesis that farmers and ranchers could benefit from tools to make financial decisions without having to become full time bookkeepers.

The ERP Advisor
What to Do When You Outgrow Your Accounting Software - The ERP Advisor Podcast Episode 113

The ERP Advisor

Play Episode Listen Later Apr 9, 2025 62:17


Businesses around the world rely on accounting software such as Xero, QuickBooks and Sage 50 to grow their businesses. Successful businesses commonly leverage other point solutions outside of accounting for Sales, Purchasing, Services, Manufacturing and Distribution. However, the pain points from manual workarounds and silos of data make it apparent that disjointed systems may limit the company's ability to grow. What do successful businesses do who eventually outgrow their accounting software? On this episode of The ERP Advisor, Shawn Windle, Founder & Managing Principal of ERP Advisors group, advises financial executives on how to take the leap from an accounting and best of breed software environment to a shiny new ERP. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Cultivating Business Growth
#160: Why Construction Businesses Need Industry-Specific Accounting Software with John Meibers of Deltek

Cultivating Business Growth

Play Episode Listen Later Mar 24, 2025 41:51


When it comes to accounting for construction businesses, using a generic accounting program can result in more confusion than clarity. In this episode of the Cultivating Business Growth Podcast, host Katina Peters, CPA, CGMA, and Virtual CFO, sits down with John Meibers, Vice President and General Manager of Deltek ComputerEase, to discuss the real-world advantages of construction accounting programs built specifically for the industry. John brings over 30 years of experience in the construction software industry and shares his expert perspective on what contractors are missing out on when they don't use purpose-built software. From managing real-time job costing to navigating complex payroll and change orders, this episode is a must-listen for contractors, CFOs, and accounting professionals who work with construction clients.

The Accountant Quits Podcast
#84: Building an Enterprise Crypto Accounting Software with Cryptio

The Accountant Quits Podcast

Play Episode Listen Later Mar 21, 2025 76:08


Crypto sub-ledgers have evolved from their early days when they would only be required to categorize onchain transactions and calculate the realized gain/loss under the appropriate cost basis method.To satisfy their existing customers and bring new players into the industry, sub-ledgers have to adapt to new requirements from local GAAP & IFRS, and regional regulatory requirements like MiCA in Europe or VARA in the UAE. Finding a sub-ledger that only provides crypto bookkeeping features is no longer sufficient. You need one that addresses regulatory & audit readiness. For over six years, Cryptio has powered the crypto back office of more than 400 organizations, including industry heavyweights like Circle, Uniswap, Consensys, Gemini, Paxos, 1inch, Transak, and even the government of El Salvador. On Episode 84, I spoke with Antoine Scalia, the CEO & Founder of Cryptio, to share how they're building their platform's 3rd generation to meet regulatory, audit & accounting requirements. ✅ OUR RESOURCES

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
197\\ Hate QuickBooks? The Accounting Software That Might Save You with Lawrence Levinson

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Play Episode Listen Later Mar 14, 2025 35:14


Tired of QuickBooks? Feeling overwhelmed by bookkeeping? You're not alone! In this episode, I sit down with Lawrence Levinson, VP at Wave Accounting Software, to talk about simple, stress-free accounting for small business owners. We'll break down: Why so many business owners struggle with QuickBooks (and if there's a better option). How to make bookkeeping and tax prep easier – even if you hate numbers. Simple habits that will save you time, money, and stress during tax season. If you're a service-based business, freelancer, or new entrepreneur, this episode is packed with game-changing tips to help you stay on top of your finances—without the headache. Plus, we'll share easy steps to partner with the right accountant and get the best financial support for your business.   Next Steps: ✅ Connect with Lawrence Levinson on LinkedIn

The ERP Advisor
Has Your Business Outgrown QuickBooks? - The ERP Advisor Podcast Episode 111

The ERP Advisor

Play Episode Listen Later Feb 19, 2025 41:13


Intuit's QuickBooks is a popular accounting solution for small businesses across a variety of industries. However, rapid business expansion and increasing reporting requirements may signal the need for a more robust ERP platform. As your business is becoming more complex why shouldn't you look at upgrading your Accounting Software? On this episode of The ERP Advisor Podcast, hear from ERP expert Shawn Windle on what to do when you outgrow QuickBooks.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Pathmonk Presents Podcast
Smart E-commerce Accounting Made Simple Today | Alison Ball from Bookkeep

Pathmonk Presents Podcast

Play Episode Listen Later Jan 11, 2025 19:55


Meet Alison Ball, VP of Marketing and Communications at Bookkeep, a game-changing solution for e-commerce businesses struggling with multi-channel accounting.  With over 16 years of experience at Intuit building influencer channels, Alison brings unique insights into the complexities of e-commerce financial management. In this episode, she discusses how Bookkeep bridges the gap between 60+ selling platforms and accounting software, creating automated accrual-based journal entries that save countless hours of manual work.  Learn about the importance of proper revenue recognition, the challenges of multi-channel selling, and why spending time with customers is crucial for marketing success.

Jason Daily
393 Is $150/user/mo Too Much For Accounting Software!?

Jason Daily

Play Episode Listen Later Jan 3, 2025 35:33


The Doers Nepal -Podcast
Nepal's Smartest Accounting Software: Real-Time Solutions for Entrepreneurs | Abhaya Poudel | Ep239

The Doers Nepal -Podcast

Play Episode Listen Later Dec 27, 2024 101:58


Welcome to The Doers Nepal Podcast, Nepal's No.1 Business Podcast.Here, we dive deep into the journeys of trailblazers transforming industries and driving impactful change. In this episode, we are joined by Abhaya Poudel, Co-Founder of TIGG, Nepal's first modern accounting platform designed to automate bookkeeping and empower businesses. Starting with the pain point of traditional accounting practices, Abhaya shares how he identified the need for real-time accounting solutions in Nepal back in 2013-2014 and turned it into a thriving venture. With 1,500 paying customers today, TIGG is redefining how businesses approach accounting, helping entrepreneurs move beyond manual recording to focus on strategic growth. Tune in to hear how innovation, resilience, and the desire to create economic value are shaping the future of accounting in Nepal.

Unofficial QuickBooks Accountants Podcast

Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.SponsorsCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit Redmond Academy - https://uqb.promo/redmond(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:25) - Retail AI: Chatbots and Accessibility (02:03) - API-Based AI: Middleware and Integration (04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights (06:25) - AI in Software Development (13:57) - AI Predictions for 2025 (23:49) - Always-On AI and AI Agents (37:46) - Future of AI in Accounting Software (43:26) - Conclusion and Future Plans Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding

Wealth and Wellbeing
Xero for Dummies: Simplifying Bookkeeping for Entrepreneurs - Stephanie Crawford

Wealth and Wellbeing

Play Episode Listen Later Dec 19, 2024 57:08


Podcast guest Stephanie Crawford Founder of https://businessheadspace.co.nz/ Chapters 00:00 Choosing the Right Accounting Software 03:34 Maximizing Xero's Potential 06:36 Data-Driven Decision Making 09:40 Understanding Profit and Loss Statements 12:40 Setting Up Your Accounting System 15:36 Cash Flow Management 18:46 Best Practices for Invoicing 21:35 Accounts Receivable and Payable Management 24:20 Recognizing Good Bookkeeping Practices 29:45 The Value of Outsourcing Bookkeeping 31:03 In-House vs. Outsourced Bookkeeping 33:59 Recognizing the Need for a Bookkeeper 37:04 Onboarding and Supporting Bookkeepers 39:05 Understanding Business Reporting Needs 42:44 The Role of Bookkeepers During Crisis 43:45 The Importance of Tracking Financials 44:34 Navigating Payroll Complexity 52:09 Maximizing the Use of Accounting Software

Practical Founders Podcast
#122: Going Long With Profitable Embedded Accounting Software After 13 Years – Raj Bhaskar

Practical Founders Podcast

Play Episode Listen Later Dec 13, 2024 62:14


Raj Bhaskar is a successful two-time practical software founder with one exit. In 2000, he started his first software company, VisualHOMES, to provide a comprehensive financial management software to public housing agencies. With no outside funding, the business grew to serve 65 regional providers serving 2 million residents before Yardi Systems acquired the company in 2010.  After he left Yardi two years later, Raj and his brother launched Hurdlr to reach the wider small business market with a simpler accounting and tax management software than Quickbooks. They started selling their online accounting software to small businesses, but eventually they returned to their original vision to build embedded (white label) accounting that works inside other software.  Hurdlr has grown steadily and has served over 1.3 million small businesses in its 13-year history. Raj invested his own money for many years and a little outside investment. The company is now “lifetime profitable” and growing quickly with 25 employees. Raj loves his work and has no intention of selling the business anytime soon. Quote from Raj Bhaskar, cofounder and CEO of Hurdlr “I ran my previous software business for 10 years before I sold it. And Hurdlr is now over 10 years old. These days, I'm talking about the next 10 years and the next 10 years after that. The next decade and two decades from now, because it's relevant and because I think we're just getting started. “I've seen inflection points in markets, and our market is finally ready. That's the part we didn't have any control over. So, in my view, there is no finish line. This is the starting line where we now have all these assets and need to let more people know we exist. “It's crazy to say after 10 years that this is just the beginning. So I could say probably 20 years from now, looking backward, OK, these are the phases, but I'm in new territory and I know this will be a sustainable and growing business for a long time.” Links Raj Bhaskar on LinkedIn Hurdlr on LinkedIn Hurdlr website Podcast Sponsor – Full Scale This week's podcast is sponsored by Full Scale, one of the fastest-growing software development companies in any region. Full Scale vets, employs, and supports over 300 professional developers, designers, and testers in the Philippines who can augment and extend your core dev team. Learn more at fullscale.io. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com/newsletter.

Disruption / Interruption
Disrupting Restaurant Finances: Geordy Murphy's Vision for Daily Profit Insight and Financial Success

Disruption / Interruption

Play Episode Listen Later Dec 12, 2024 34:02


Geordy Murphy is the President, Owner, and Operator of Cypress Hospitality Group. His current project, FobeSoft, is a groundbreaking, cloud-based software providing restaurants with daily Profit and Loss updates to help them address issues before they impact the bottom line. In this episode, KJ and Geordy discuss common accounting errors, the impact of real-time financial data, and Geordy's journey from restaurateur to tech innovator.    Key Takeaways: 02:41 Revolutionizing Restaurant Accounting 06:55 Common Financial Mistakes in Restaurants 09:04 The Importance of Accurate Financial Tracking 17:35 Transforming Managers into Operators   Quote of the Show (18:00): "It's easier to hit the target when you can see it." – Geordy Murphy   Join our Anti-PR newsletter where we're keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome.   Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval   Ways to connect with Geordy Murphy: LinkedIn: https://www.linkedin.com/in/geordy-murphy-055b855/ Twitter: https://twitter.com/FobeSoft Company Website: https://www.cypresshospitalitygroup.com/  FobeSoft Website: https://www.fobesoft.com/   How to get more Disruption/Interruption:  Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.

Working Ranch Radio Show
Ep 193: Year End Tax Planning & CTA

Working Ranch Radio Show

Play Episode Listen Later Dec 7, 2024 54:01


While none of us are eager to pay any more to Uncle Sam than we need to, proper tax planning is crucial so your year-end decisions are proactive rather than reactive. Jordan Steele, with Ranch Management Consultants walks use through effective year end planning and strategy. We'll go through five areas to understand in your ranch business that will help you strategically keep cash in the business yet satisfy your tax obligation.  Plus, a quick discussion with Jordan on Accounting Software. And while we are at it, I'll bring Adam Sweet with the accounting firm EideBailly to learn about the Corporate Transparency Act. #workingranchmagazine #ranchlife #ranching #dayweather #weather #agweather #beef #cows #livestock #cattle #cowpunchercoffee #TankToad #BarnOwl #Zoetis #Inherit #NewGenerationFeeds #SmartLIC #CalfCatcher #Ranching4Profit #yearendplanning #CTA #planning

Startup Hustle
Targeting the Midmarket, Growing with SEO

Startup Hustle

Play Episode Listen Later Dec 4, 2024 41:25


In this episode, Matt Watson interviews Ben Taylor, founder and CEO of Soft Ledger, about his journey in creating accounting software. They discuss the challenges of building a product in a competitive market, the importance of identifying gaps in existing solutions, and the lessons learned from the startup experience. Ben shares insights on their go-to-market strategy, the role of AI in accounting, and the impact of funding on their growth. The conversation highlights the complexities of product development and the future of accounting software. TakeawaysBen Taylor identified a significant gap in the accounting software market.Soft Ledger was built to address the inefficiencies in financial reporting.The journey to acquiring the first paying customer took 10 months.Product readiness is crucial before launching to customers.Surviving as a startup often means focusing on cash flow management.SEO has been a key driver for customer acquisition for Soft Ledger.AI is expected to enhance efficiency in accounting tasks.Funding allowed Soft Ledger to invest in product development and marketing.The accounting software market is evolving with new entrants and technologies.Positioning against competitors like QuickBooks requires a clear strategy. Find Startup Hustle Everywhere:https://gigb.co/l/YEh5 This episode is sponsored by Full Scale:https://fullscale.io/ Learn more about Softledger here:https://softledger.com Learn more about Ben Taylor here:https://www.linkedin.com/in/bentaylor8/ Sign up for the Startup Hustle newsletter:https://newsletter.startuphustle.xyz/ Sound Bites"I called up my longtime friend, Jeff Ostrega.""It took about 10 months before we got our first paying customer.""We thought we had something, but it wasn't ready." Chapters00:00 Introduction to Soft Ledger and Its Founding03:09 Identifying Market Gaps in Accounting Software05:56 The Challenges of Selling Accounting Software08:54 Building a Robust Product: Lessons Learned11:59 Navigating the Startup Journey: Surviving and Thriving15:08 Go-to-Market Strategy and Inbound Marketing17:54 The Role of AI in Accounting Software21:04 Funding and Growth Strategies for Startups23:54 Future of Accounting Software and Market PositioningSee omnystudio.com/listener for privacy information.

The Radcast with Ryan Alford
Death & Taxes: Maximize your Business' Money with Ryan Moriarty

The Radcast with Ryan Alford

Play Episode Listen Later Oct 1, 2024 35:15


In this episode of "Right About Now," host Ryan Alford sits down with Ryan Moriarty, president of Done For You Tax, to explore essential tax strategies for small businesses. Moriarty reflects on his journey from computer science to accounting, sharing how his technical background shapes his approach to tax management. He dives into the importance of accurate bookkeeping and addresses common fears surrounding taxes. Throughout the conversation, Moriarty highlights how advancements in technology and AI have revolutionized accounting, making it more accessible and cost-effective for small business owners. He also offers practical tax advice, including tips on home office deductions, vehicle expenses, and the importance of meticulous documentation to prevent audit risks. This episode is packed with valuable insights aimed at empowering small business owners with the tools and knowledge they need for smarter financial management.TAKEAWAYSImportance of tax management for small businessesRole of bookkeeping in successful tax filingCommon fears and misconceptions about taxesTarget audience for affordable accounting servicesImpact of technology on accounting efficiencyIntegration of artificial intelligence in bookkeepingClient involvement in the accounting processUnderstanding tax audits and preparationPractical tax tips for small business ownersOverlooked deductions and common pitfalls in tax filingTIMESTAMPSIntroduction to Taxes (00:00:00)Discussion on the importance of understanding taxes and maximizing savings within legal boundaries.Podcast Introduction (00:00:09)Ryan Alford introduces the podcast, highlighting its popularity and engaging tone.Welcome to the Episode (00:00:32)Ryan Alford sets the stage for the episode's focus on taxes, emphasizing its relevance.Guest Introduction (00:00:56)Ryan Alford introduces Ryan Moriarty, president of Done For You Taxcom.Personal Life Update (00:01:54)Ryan Moriarty shares his personal happiness living in Puerto Rico with family.Moriarty's Background (00:02:25)Ryan Moriarty discusses his journey from computer science to founding an accounting firm.The Nature of Taxes (00:03:27)Ryan Alford and Moriarty explore the complexities and societal implications of taxes.Maximizing Tax Savings (00:04:13)Moriarty emphasizes the importance of following tax laws to maximize savings.Fear and Trepidation Around Taxes (00:04:42)Discussion on the common fears and lack of knowledge people have regarding taxes.Target Audience for Services (00:05:20)Moriarty identifies small business owners as the primary audience for his services.Bookkeeping Advice (00:06:53)Moriarty advises new business owners to prioritize bookkeeping to simplify tax filing.Challenges of Bookkeeping (00:07:58)Ryan Alford shares insights on the difficulties of maintaining proper bookkeeping.Importance of Bookkeeping (00:08:35)Moriarty stresses that proper bookkeeping is essential for tax compliance.Technological Advancements in Accounting (00:09:13)Moriarty discusses how technology has improved efficiency in accounting practices.Role of AI in Bookkeeping (00:10:57)Moriarty explains how AI assists in bookkeeping, reducing manual labor.Business Owner Involvement (00:12:17)Moriarty clarifies the level of involvement required from business owners in bookkeeping.Tax Preparation Process (00:13:15)Moriarty outlines the steps involved in preparing taxes for clients.Client Expectations from Tax Services (00:14:13)Discussion on what small business owners seek in tax services: speed and accuracy.Audit Concerns (00:15:00)Moriarty addresses client fears regarding audits and how his service can help.Audit Likelihood (00:16:06)Moriarty shares statistics on audit chances for small businesses.Importance of Accurate Record-Keeping (00:16:58)Moriarty emphasizes the need for accurate bookkeeping to support tax filings during audits.Ongoing Client Guidance (00:18:00)Moriarty explains the continuous support provided to clients to avoid audits.Understanding Audits (00:18:09)Discussion on desk audits, specific categories audited, and the importance of being prepared.Audit Support Services (00:19:06)Explanation of how Done For You Taxcom assists clients during audits and inquiries.Avoiding Full Audits (00:19:44)Insight on how to prevent full audits by maintaining organized records and avoiding red flags.Tax Tips for Small Businesses (00:20:04)Advice on practical tax management strategies for small business owners to stay organized.Home Office Deductions (00:20:36)Importance of having a home office and how to calculate deductions based on square footage.Vehicle Expense Deductions (00:21:22)Explanation of vehicle expense deductions, including mileage tracking versus actual expenses.Real Estate Investment Strategies (00:22:11)Tax strategies for high-income clients involving real estate and the benefits of accelerated depreciation.Misconceptions About Vehicle Deductions (00:25:22)Discussion on the pitfalls of writing off luxury vehicles and their depreciation.Debunking Tax Myths (00:26:39)Clarification on common tax myths surrounding vehicle deductions and financial planning.Maximizing Home Office Deductions (00:28:12)Encouragement to accurately calculate home office expenses and potential deductions for small businesses.Writing Off Business Meals (00:29:11)Guidance on writing off meals when there is a business purpose, even during personal dinners. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

UBC News World
Boston Team Offers Oracle NetSuite Accounting Software Implementation For SMEs

UBC News World

Play Episode Listen Later Sep 17, 2024 3:08


For the very best Oracle NetSuite consulting services in Boston, you need Big Bang 360 (844-361-4408)! More details at https://bigbang360.com/solutions/cloud-solutions/netsuite-partner-boston/ Big Bang 360 City: Boston Address: 4875 Arlington Street Suite, 500 Boston Massachusetts 02116 United States of America Website: https://www.bigbang360.com Phone: +1 844 361 4408 Email: info@bigbang360.com

Your Landlord Resource Podcast
Accounting Software Options for Real Estate Investors

Your Landlord Resource Podcast

Play Episode Listen Later Sep 16, 2024 36:40 Transcription Available


Send us a textFor landlords who want to operate a profitable rental property portfolio where you can grow and scale your properties, accurate bookkeeping is essential.It is just like any other business.  You must maintain good records that will in turn enable you to evaluate and understand your property's performance and your return on investment or ROI.Where last week we discussed tips on bookkeeping like tracking, budgeting, and how best to set up your ledger accounts, this week we are talking about what accounting software can best fill your need for such things as bookkeeping automation, reporting, workflow, and tax prep.Again, not a sexy topic but one that is much needed to keep all of us investors financially aware of what is happening with our rental properties. LINKS

Jason Daily
319 Should Firms Use Mainstream Tech or Accounting Software?

Jason Daily

Play Episode Listen Later Sep 5, 2024 26:57


Your Landlord Resource Podcast
Tenant Fraud: Scams Landlords Must Be Aware Of

Your Landlord Resource Podcast

Play Episode Listen Later Aug 26, 2024 38:00 Transcription Available


Send us a Text Message.In this episode of Your Landlord Resource, we dive into one of the most critical issues facing self-managing landlords today: tenant fraud. With the rental market becoming increasingly competitive, scammers are finding new ways to deceive landlords, leaving property owners vulnerable to financial loss and legal headaches.We break down the most common types of tenant fraud, from falsified income documents to identity theft, and share practical tips on how to spot these red flags early. You'll learn about the importance of thorough tenant screening processes, how to verify the authenticity of documents, and the critical questions you should be asking during the application process.As a landlord, protecting your property and investment is vital. This episode provides you with the tools and knowledge needed to safeguard your rental business from fraudulent tenants. Whether you're new to property management or a seasoned pro, the insights shared in this discussion will help you stay ahead of potential scams and maintain a professional and secure operation. LINKS

SaaS Metrics School
Should I Invoice Out of My CRM or Accounting Software

SaaS Metrics School

Play Episode Listen Later Aug 23, 2024 3:08


In episode #228, I address invoicing. What software should I use? Based on a recent LinkedIn post (below), this is a hotly debated topic. The landscape might be shifting. - Should I invoice out of my CRM? - Should I invoice out of my Accounting software? - Should I use a point solution? - Who owns billings and collections? LinkedIn Post: the next hot space in CFO tech...Billing LinkedInPost: where should I invoice?

Biz Help For You
Unveiling Web3: Integrating Tokens with Merchandise and Mastering Website Analytics with Eric McHugh

Biz Help For You

Play Episode Listen Later Aug 13, 2024 27:23


Send us a Text Message.In this episode, we explore the fascinating world of Web3, diving into how decentralization and blockchain technologies are set to revolutionize the internet. Learn about the innovative use of tokens on merchandise, from loyalty programs to authenticity verification. We also cover essential website analytics, providing insights into understanding your traffic sources, audience demographics, and more. Discover how combining Web3 technologies with advanced analytics can enhance customer experiences and drive business growth. Don't miss out on this enlightening discussion!#Web3 #Blockchain #Tokens #Merchandise #WebsiteAnalytics #DigitalMarketing #CustomerExperience #BusinessGrowth #InnovationSupport the Show.Resources: https://affordablebookkeepingandpayroll.com/resource-opt-in Become a supported of the show: https://www.buzzsprout.com/1522381/support

Systematize Your Success Podcast
129: Mastering Your Business Finances with Germeen Guillaume (Rewind)

Systematize Your Success Podcast

Play Episode Listen Later Jul 11, 2024 25:14


Send Gwendolyn a Text Message!Do you avoid your financials because they seem too daunting or confusing? Maybe you're a service-based entrepreneur who struggles to keep track of the money flowing in and out of your business. In this episode, we are discussing the world of finances for entrepreneurs. I'm joined by Germeen Guillaume, CEO and founder of Visionary Accounting Group.This episode is packed with invaluable insights from Germeen's decade-long experience in the accounting field, focusing on how entrepreneurs can use financial data to make smarter business decisions. From setting money dates to using accounting software effectively, Germeen breaks down the barriers preventing many entrepreneurs from engaging with their financials. Trust me, you don't want to miss out on this wealth of knowledge!This episode is for you if you're an entrepreneur who feels overwhelmed by your business finances or if you've been avoiding your financial statements out of fear or uncertainty. By the end of this episode, you'll be equipped with practical, straightforward strategies to take control of your financials and use them to drive your business decisions confidently.In this episode, we cover:The importance of regular financial check-ins and setting up “money dates”How to make financial management a fun and integral part of your business routineThe role of accounting software in minimizing errors and improving consistencyKey financial metrics and benchmarks for entrepreneursThe psychological barriers to managing finances and how to overcome themMeet Germeen Y. GuillaumeGermeen is the CEO and Founder of Visionary Accounting Group. She's an entrepreneur at heart with a passion for numbers. She enjoys helping nonprofit organizations navigate the complex accounting world to experience growth. And has led the Company to recoup over $2.8M in receivables through workflow automation and accounting system conversions. Remember, beautiful people, financial clarity drives your business forward. By regularly engaging with your finances in a structured yet flexible way, you can transform your relationship with money from fear and avoidance to empowerment and strategic decision-making. Whether setting up a simple system for regular check-ins or using data to make informed business choices, taking charge of your financials is essential for sustained growth and success.Mentioned Links & ResourcesStop being overwhelmed and let your clients get back to having the best of you. Book your call now!Connect with GermeenInstagramWebsiteConnect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.

Pathmonk Presents Podcast
Unraveling Accounting Software and SEO Strategy | Krinal Mehta from FreshBooks

Pathmonk Presents Podcast

Play Episode Listen Later Jun 12, 2024 13:51


In today's episode we're joined by Krinal Mehta, Senior Manager of SEO at FreshBooks. Krinal shares his expertise in optimizing FreshBooks' online presence and the impact of their SaaS-based accounting software on small businesses.  Learn about FreshBooks' journey in supporting business owners with expense tracking, payroll, and more, along with Krinal's insights on FreshBooks' strategic approach to user-friendly experiences and efficient business operations.  Let's dive into the world of FreshBooks and discover how they're transforming the way businesses manage their finances.  

Federal Drive with Tom Temin
Accounting software keeps small business out of federal market

Federal Drive with Tom Temin

Play Episode Listen Later Jun 10, 2024 11:41


A shrinking number of companies seem to want to do business with the federal government. Especially small businesses. Could it be all of the reporting and compliance requirements. There is one class of compliance that is particularly tricky, as Federal Drive Host Tom Temin heard from the Founder and CEO of PROCAS, Jim Wesloh. Learn more about your ad choices. Visit megaphone.fm/adchoices

Federal Drive with Tom Temin
Accounting software keeps small business out of federal market

Federal Drive with Tom Temin

Play Episode Listen Later Jun 10, 2024 10:56


A shrinking number of companies seem to want to do business with the federal government. Especially small businesses. Could it be all of the reporting and compliance requirements. There is one class of compliance that is particularly tricky, as Federal Drive Host Tom Temin heard from the Founder and CEO of PROCAS, Jim Wesloh. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Contractor Success Forum
Signs You May Need to Upgrade Your Accounting Software

Contractor Success Forum

Play Episode Listen Later May 7, 2024 21:38 Transcription Available


Not getting the information you need from your construction accounting software? Have you outgrown your software? How would you know if you did? And how do you start the search for the right software to replace it? Let's talk about it all on this week's episode.Topics we cover in this episode include:Are you having trouble integrating with other products?Are you doing things manually that could be automated?Is your software customized to the information you want?Where to start when searching for a new accounting software solutionWill your software be scalable in the future?What are the costs associated with implementing the software, and is there ongoing support? LINKSVisit the episode page at https://carpentercpas.com/software for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

Contractor Success Forum
Signs You May Need to Upgrade Your Accounting Software

Contractor Success Forum

Play Episode Listen Later May 7, 2024 21:38 Transcription Available


Not getting the information you need from your construction accounting software? Have you outgrown your software? How would you know if you did? And how do you start the search for the right software to replace it? Let's talk about it all on this week's episode.Topics we cover in this episode include:Are you having trouble integrating with other products?Are you doing things manually that could be automated?Is your software customized to the information you want?Where to start when searching for a new accounting software solutionWill your software be scalable in the future?What are the costs associated with implementing the software, and is there ongoing support? LINKSVisit the episode page at https://carpentercpas.com/software for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

The Young CPA Success Show
Embracing Change and Innovation in the Accounting Industry with Jesse Rubenfeld and Tom Zehentner

The Young CPA Success Show

Play Episode Listen Later May 6, 2024 58:26


The finer details of this episode:Evolution of accounting software and early career experiencesImportance of embracing change and innovation in the industryLeveraging technology to streamline accounting processesChallenges and opportunities in early career development Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.finoptimal.com/https://www.linkedin.com/in/jesserubenfeld/https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b/If you love this conversation, don't miss Hannah and Joey on the FinOptimal podcast, Another Not Another Accounting Podcast: https://podcasts.apple.com/us/podcast/ep-77-young-cpas/id1734624758?i=1000653170191 Timestamps:The wild west of the internet (00:00:22)Discussion about the early internet era, LimeWire, and the evolution of music downloading. Evolution of internet and social media (00:03:03)Recollection of early internet trends and social media references, including the YouTube evolution of dance video and internet games. Initial experiences with computer games (00:04:08)Nostalgic conversation about classic computer games like Civilization and Age of Empires. Transition to accounting and QuickBooks (00:05:14)Discussion about the unexpected transition to accounting over the internet and QuickBooks online. Adapting to change in accounting (00:07:26)Reflections on the need for a mindset of continuous improvement and embracing change in the accounting industry. Challenges and rebellion in early career (00:09:18)The defiance and challenges faced in early career stages and the development of confidence to pursue a better way. Challenges in traditional accounting firms (00:10:07)The limitations of traditional accounting firms in embracing new approaches and the unique situation of starting a career at a startup. The role of an architect in accounting (00:13:25)The discussion about the architectural role in making accounting more efficient and the rewarding nature of creative problem-solving. Founding of FinOptimal (00:15:39)The backstory and founding of FinOptimal, including the challenges and evolution of QuickBooks online. Transition to QuickBooks online (00:16:39)Discussion about the transition from QuickBooks desktop to QuickBooks online and the limitations faced in the past. Software automation in accounting (00:17:06)The secret to success being software that automates accounting processes and the decision to go with QuickBooks online. Technology and Business Growth (00:17:28)Discussion about the development of technology to improve efficiency and competitiveness in the accounting industry. Challenges in Accounting Software (00:18:21)Exploration of the challenges and changes in accounting software, including user-friendliness and adaptability to different generations. Building Automation Tools (00:20:22)The process of building automation tools and the importance of understanding accounting nuances for effective tool development. Empowering Young Accountants (00:21:30)Advice and experiences shared to empower young accountants to drive change and innovation in their roles. Risk-taking and Entrepreneurial Spirit (00:23:45)Discussion on the entrepreneurial mindset, risk-taking, and the need for experience in driving improvements and automation in accounting processes. Generational Perspectives on Technology (00:27:56)Exploration of generational perspectives on technology, feedback loops, and the impact of social media on business feedback. Collaboration and Innovation (00:32:30)The importance of collaboration between different generations and skill sets in driving innovation and experimentation in accounting technology. Coding and College (00:35:35)Discussion about coding and the value of learning it in high school and college. Excel and Coding (00:37:37)Comparison between accounting and coding, and the potential for accountants to transition into coding. College Curriculum (00:40:15)Discussion about the relevance of college curriculum to practical accounting work and suggestions for improving it. Communication and Analogies (00:45:14)Importance of communication skills and the use of analogies in effective conversations. Proud Facts (00:48:32)Sharing personal achievements and hobbies, including playing an original song for Billy Joel and cooking. Barbecue Debate (00:51:01)Debate about the quality of Brooklyn brisket compared to Texas brisket. Pizza Making (00:52:30)Discussion about making pizza dough and sauces from scratch using an outdoor pizza oven. Learning to Cook and Culinary Adventures (00:52:40)The guests discuss their experiences with cooking and culinary interests, including attending culinary school and future plans for a restaurant. Appreciation for Taylor Swift (00:54:05)The conversation shifts to a discussion about the love for Taylor Swift's music and the impact of her storytelling through songs. College Football and Rivalries (00:55:15)The guests share their experiences and affiliations with different college football teams, discussing rivalries and game environments. Promoting New Podcast and Farewell (00:56:43)The guests promote their new podcast, share information about their company, and express gratitude for the opportunity to be on the show.

Unofficial QuickBooks Accountants Podcast
QuickBooks Live Expert Assisted: A ProAdvisor's Perspective

Unofficial QuickBooks Accountants Podcast

Play Episode Listen Later May 2, 2024 50:06


In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.SponsorsRelay - https://uqb.promo/relayLiveFlow - https://uqb.promo/liveflowSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:04) - Exploring the New Service and Community Reactions (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact (11:59) - Dissecting the Technicalities and Future Implications (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy (23:23) - Exploring Paid Support Options and ProAdvisor Involvement (25:22) - Analyzing the Financial Viability of QuickBooks Support Services (27:33) - Opportunities and Challenges in Training and Staffing (31:54) - The Impact of Intuit's Strategies on the Accounting Community (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions (39:00) - The Future of Accounting Software and Professional Relationships (46:55) - Upcoming Events and Conferences for Accounting Professionals Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastQuickBooks Connect Conference www.quickbooksconnect.com

The Property Academy Podcast
Xero vs Excel vs Hnry – Top 3 best accounting software for property investors ⎜ Ep. 1694

The Property Academy Podcast

Play Episode Listen Later May 1, 2024 13:36


In this episode, we compare the top 3 best accounting systems and software for property investors. This includes comparing Xero with Excel vs Hnry. Ultimately, you can use this to choose the best accounting system for you and your portfolio. And we also mention our upcoming webinar '⁠⁠⁠⁠⁠Build your $100K retirement plan in 52 minutes⁠⁠⁠⁠⁠'. It's on Tuesday May 14th at 7pm. Click the link to register. For more from Opes Partners: ⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠TikTok

Earmark Accounting Podcast | Earn Free CPE

(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit's current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.Chapters(01:11) - Hector's Journey: From Tax Practice to Tech Innovator (03:16) - A Deep Dive into QuickBooks' Evolution (07:12) - The Shift to QuickBooks Online and Its Ecosystem (11:41) - Predicting the Future: QuickBooks Desktop's Demise (12:08) - QuickBooks Online: Aiming for Total Workflow Control (14:03) - The Role of AI in Shaping QuickBooks' Future (16:08) - Intuit's Strategy: Moving Beyond Desktop Versions (25:21) - The Controversy Around QuickBooks Live Bookkeeping and Tax Services (30:15) - The Impact of QuickBooks on Accounting Professionals (31:16) - QuickBooks' Strategy for Tax Services (33:07) - The Evolution of QuickBooks Live and Assisted Services (35:14) - The Challenges of Running a Service Business vs. Software Company (37:22) - Intuit's Strategic Shift Towards Assisted Services (42:08) - The Future of Accounting: AI and Automation (48:02) - Listener Questions and Insights on QuickBooks Features (54:37) - Exploring TurboTax Verified Pro and Its Implications (57:08) - Closing Remarks and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comEarn CPE for this episode https://app.earmarkcpe.com/?course_id=8b2e537a-e5f6-4c4d-a94f-c93b44000ebaDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Hector Garcia, CPALinkedIn: https://www.linkedin.com/in/hectormgarciacpa/Website: http://www.hectorgarcia.comTwitter: https://twitter.com/qbkaccountingConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Be Wise
Accounting Trends 2024: Growing Adoption of Cloud-Based Accounting Software

Be Wise

Play Episode Listen Later Dec 21, 2023 5:27


In today's landscape of financial management, a revolutionary tide is sweeping through the accounting realm, transforming traditional practices into a dynamic and collaborative digital future. At the heart of this metamorphosis lies the growing adoption of cloud-based accounting software, a phenomenon that is reshaping the way businesses handle their financial affairs.

SaaS Metrics School
Top 5 Accounting Software for SaaS Companies

SaaS Metrics School

Play Episode Listen Later Oct 31, 2023 4:04


In episode #110, I address the core system in our financial process, our accounting software. I am in the midst of my 5th annual tech stack survey. I'll share the top five accounting systems for SaaS. - Accounting software is our financial tracking engine - We don't always stay with the same software - Top 5 software according to my survey Enter your tech stack at this link: https://docs.google.com/forms/d/e/1FAIpQLScwVmsrkm81TGANxd17ev3WuuDVX-5zRHXVwrtBCHiRmoyaww/viewform?usp=sf_link Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS monthly newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Earmark Accounting Podcast | Earn Free CPE
An Alternative To Advisory: Collaborative Accounting

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Oct 5, 2023 52:37


Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting!SponsorFreshBooks - https://earmarkcpe.promo/freshbooksTo learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountantsChapters (00:19) - Earn Free CPE (01:02) - Welcome Twyla Verhelst to the show (08:02) - How do you make advisory services efficient? (11:54) - What is "collaborative accounting"? (14:10) - Who are we collaborating with? (19:28) - Can you give us an example of this? (24:13) - How do we make the time for this when we're so busy helping with clients with other problems? (35:54) - Why clients are seeking financial advice elsewhere (39:36) - What is FreshBooks doing to help make collaborative advisory possible? (45:08) - FreshBooks has top-notch support (46:01) - Community partnership is a huge part of this (47:10) - Wrap up and where to learn more about FreshBooks (50:32) - Remember to Earn Free CPE by listening to this Episode Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Twyla VerhelstLinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=caTwitter: https://twitter.com/TwylaVerhelstInstagram: https://www.instagram.com/thattwylagirl/?hl=enLearn more about FreshBooks: Website: https://www.freshbooks.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Cloud Accounting Podcast
What's New at Xero in the United States

Cloud Accounting Podcast

Play Episode Listen Later Sep 30, 2023 41:38


Ben Richmond, Xero's Country Manager for the United States, joins us to discuss new Xero product features like improved inventory management and AI integration, plans for the upcoming XeroCon 2024 conference, the future of the accounting profession, and Xero's sponsorship of the FIFA Women's World Cup. Ben provides an insider's look into Xero's roadmap and vision for transforming accounting with technology. (00:00) - Intro and XeroCon Conference Plans (02:15) - New Xero Product Features (07:15) - AI in Accounting Software (14:30) - Rebranding the Accounting Profession (21:45) - Advice for Accounting Firms (25:30) - Activating Brand Sponsorships (30:15) - Xero's Small Business Fund (37:00) - Diversity and Inclusion in Accounting Meet Our Guest, Ben RichmondLinkedIn: https://www.linkedin.com/in/ben-richmond-ca-b8794220/Twitter: https://twitter.com/BenRichmond1Learn more about Xerohttps://www.xero.com/us/Show Notes: Xero Beautiful Business Fund (applications close Oct. 6)AI guideXero's 2023 Money Matters Report Future Focus: Xero's AI Guide for Accountants and Bookkeepers Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet 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 YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want 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 The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

LawNext
Ep 210: The Florida Bar's Precedent-Setting Decision To Give Every Lawyer Access To Trust Accounting Software

LawNext

Play Episode Listen Later Jul 10, 2023 33:42


In a first for a state bar, The Florida Bar is providing its entire membership of more than 111,000 lawyers with access to legal trust accounting software – a move designed to both help lawyers better comply with trust accounting rules and help protect members of the public from trust accounting errors.  The initiative was spearheaded by F. Scott Westheimer, a partner in the Sarasota firm Syprett Meshad, who was sworn in June 23 as the bar's new president, and it was made possible through a relationship between the bar and the legal financial management company Nota, owned by M&T Bank.  On the latest LawNext, host Bob Ambrogi is joined by Westheimer, together with Paul Garibian, the CEO of Nota, to discuss this precedent-setting initiative and what it could mean for lawyers and the public in Florida.  Florida lawyers interested in learning more about Nota's availability in their state can do so at this link.   Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.  Nota, the online business banking platform designed specifically for solo and small law firms.  Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Universal Migrator, the easiest way to extract, query, and transfer practice management.   If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.  

Course Creators HQ
E141: Get the Balance Right with Heather Zeitzwolfe

Course Creators HQ

Play Episode Listen Later Apr 12, 2023 24:36


Heather Zeitzwolfe of GetRadBiz.com joins host Julie Hood to talk about business and accounting - and taxes - just in time for tax season. Get the full show notes and the business checklist at https://CourseCreatorsHQ.com/141.  Note: This episode does not contain business, tax or legal advice. Visit your tax or legal specialist  for advice for your business.LINKS MENTIONED     Get the full Business and Accounting Checklist for free at   https://coursecreatorshq.com/BizChecklist  To connect with Heather Zeitzwolfe, visit GetRadBiz.com and sign up for her monthly workshop, How to Run, Read and Rock Your Profit and Loss Statement.    KEY TAKEAWAYS FOR ONLINE COURSE CREATORS  There are simple steps you can take to:Protect your businessTrack your income accuratelyAvoid mistakes with expensesDo better with bookkeepingGet the detailed checklist at https://coursecreatorshq.com/BizChecklist .  COME VISIT!  FREE 2023 Ultimate Course Creators Planner -  https://coursecreatorshq.com/2023planner  Sign up for my email list and get this free course  Is My Course Idea Any Good? here.   GoodPods Let's talk about this episode on GoodPods – https://CourseCreatorsHQ.com/goodpods (mobile only, download the app first) Clubhouse Connect with me on Clubhouse for FREE masterclasses at @JulieHood.Website https://www.CourseCreatorsHQ.comFacebook https://www.facebook.com/CourseCreatorsHQInstagram  https://www.instagram.com/CourseCreatorsHQTwitter https://www.Twitter.com/CourseHQ  

The Small Business Big Marketing Podcast with Timbo Reid
How to achieve a 99% customer satisfaction rating with freelance accounting software co-founder Oliver Garside | #631

The Small Business Big Marketing Podcast with Timbo Reid

Play Episode Listen Later Apr 10, 2023 49:28


Join Timbo's Membership and take control of your marketing Oliver Garside is the Chief Evangelist of Rounded - an Aussie accounting software built by a freelancer to make other freelancers' lives easier. With a customer satisfaction rating of 99%, he's practically a customer whisperer.  So, if you want to learn how to wow your precious clients and keep them happy, you'll love what Oliver has to share. It's a financially responsible episode 631 of The (13 year-old, award-winning) Small Business Big Marketing podcast. A little more about Rounded co-founder Oliver Garside ... Oliver Garside is the co-founder and Chief Evangelist of Rounded, an online accounting software built specifically to help Aussie freelancers manage the financial side of their businesses better. Think Xero or QuickBooks without all the unnecessary bells and whistles. He says he's his customers' biggest fan … a line that made me sit up and take notice. Why? Because, whilst we all pay lip-service to the idea that our customers are everything, I'm not sure enough of us truly live it day-to-day in our own businesses. To that end, Oliver's built an industry leading customer success function which consistently achieves a 99% satisfaction rating.  So, let's find out what placing your precious customers front and centre actually looks like, how they can play an integral role in optimising your product or service offering, and how to nurture them so they stick around for a very long time. Oliver, welcome. Where'd the idea for Rounded come from? And what problem were you solving? BTW, Oliver has generously provided my listeners with a 20% off discount code for Rounded - Simply type Timbo in the Discount Code field when purchasing any 12-month plan. Businesses that make this podcast possible - Please support them DELL Technologies - Small business IT solutions Book Tim Reid to speak or emcee at your next business event As always, thanks for your support. May your marketing be the best marketing. Timbo Reid P.S. Tell me what marketing is working for you - 0480 015 150.See omnystudio.com/listener for privacy information.

Syndication Made Easy with Vinney (Smile) Chopra
Accounting Software How AI is Transforming the Industry

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Mar 30, 2023 23:27


Syndication Made Easy with Michael Giorgi & Sky Anderson   Accounting software is a computer program designed to manage financial transactions, track income and expenses, and generate reports such as balance sheets, income statements, and cash flow statements. Accounting software can automate many of the repetitive tasks involved in financial management, such as data entry, bank reconciliations, and invoice generation. This allows businesses to save time and resources, and to focus on more strategic financial planning and decision-making.   AI, or artificial intelligence, is transforming the accounting industry in several ways. One key area of transformation is in automating routine accounting tasks. For example, AI-powered software can learn to categorize expenses and income automatically, reducing the need for manual data entry. It can also automatically detect potential errors or anomalies in financial data, flagging them for review by human accountants.   AI is also enabling more accurate and real-time financial forecasting. By analyzing large amounts of financial data, AI-powered software can generate more accurate predictions about future revenue and expenses. This can help businesses make more informed decisions about budgeting, investing, and pricing.   Another area where AI is transforming accounting is in fraud detection. AI-powered software can detect patterns of fraudulent behavior, such as unusual transactions or manipulations of financial data, which can help prevent financial losses and protect against reputational damage.   Overall, AI is transforming the accounting industry by enabling greater efficiency, accuracy, and insights into financial data. As AI technology continues to evolve, it is likely that we will see even more innovative applications of AI in accounting and financial management.   Michael Giorgi is CEO/Chairman of Scarlett Books and Sky Anderson is The Vice President of Scarlett Books https://www.scarlettbooks.com/   Watch the Full Video here: https://youtu.be/3iJr0lCo5OA   Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated.    https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675   INVEST with Vinney [Accredited Investors ONLY]: https://vinneychopra.com/invest/ https://www.accreditedinvestor.blog/book-a-call LEARN from Vinney: https://vinneychopra.com/mentoring Want more information about value-add multifamily investment properties? Click here: https://multifamilymentor.blog

DealMakers
Sasha Orloff On Raising $1 Billion For Previous Companies And Now Creating The First Smart Accounting Software

DealMakers

Play Episode Listen Later Mar 17, 2023 40:01


Sasha Orloff built his first two companies at the same time. Now he's helping other founders figure out the financial puzzle they face on the startup journey. His latest venture, Mission Lane, has raised funding from top-tier investors like Oaktree Capital Management, Gramercy Ventures, QED Investors, and Goldman Sachs.

Syndication Made Easy with Vinney (Smile) Chopra
Introducing Automated Accounting Software - It's The Future! (Part 3/3)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Dec 23, 2022 5:06


SCARLETTBOOKS: Automated A.I. Accounting Software Are you looking for a way to streamline your business accounting? If so, you'll want to check out our new automated A.I. accounting software! This software is perfect for businesses of all sizes, and it can help you save time and money. It's the future of business accounting! In this podcast, We will show you all the features of this software and how it can benefit your business. Click the link below to learn more and start saving today! https://www.scarlettbooks.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675   https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

Syndication Made Easy with Vinney (Smile) Chopra
Automated A.I. Accounting Software For Your Business (Part 2/3)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Dec 21, 2022 4:27


SCARLETTBOOKS: Automated A.I. Accounting Software In this podcast, we are going to show you how to use automated A.I. accounting software for your business. This software is great for tracking expenses, receivables and more. By using this software, you'll be able to keep your business running smoothly and make sure you're always in compliance with financial regulations. If you're looking for a way to improve your accounting business, then this is the podcast for you! https://www.scarlettbooks.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675   https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

Syndication Made Easy with Vinney (Smile) Chopra
Automated A.I. Accounting Software (Part 1/3)

Syndication Made Easy with Vinney (Smile) Chopra

Play Episode Listen Later Dec 19, 2022 4:20


SCARLETTBOOKS: Automated A.I. Accounting Software In this podcast, we'll be reviewing the Automated A.I. accounting software. This software is designed to help businesses automate their accounting processes. This software is very easy to use and can be used by businesses of all sizes. If you're looking for a reliable and affordable accounting solution, then look no further! https://www.scarlettbooks.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675   https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

The Think Marketing Podcast
169: Money Saving Tips Every Creator Should Know! (Tax Advice From an Expert)

The Think Marketing Podcast

Play Episode Listen Later Nov 3, 2022 32:05


In this episode, Sean & Matt Bontrager talk about money saving tips every creator should know. All tax advice from an expert! ****** Book a call with Matt Bontrager's team & ensure you keep more of your hard-earned income here