Podcast appearances and mentions of clayton oates

Season 5 Episode 17 FACULTY: Seth Fineberg CLASS: #TechTime TITLE: Earning Trust with Accountants in America Scotty engages in a podcast discussion with Seth Fineberg, the Founder of Accountants Forward, where they discuss his journey into journalism in the accounting space, the withdrawal of Accounting Web, AI, and how Tech Companies should sell to accountants. Introducing Seth How Seth got into Accounting Getting into Accounting Web Taking on Accounting Web  The Realities of the Automated Practice Advisory and CAS The Fall of Accounting Web Seth's Next Move AI is not Replacing People Seth's Takeaways Client Advisory Services  Shout Outs: Matthew May, Kenji Kuramoto, Shirrell Williams, Nayo Carter-Gray, Clayton Oates, Randy Johnston, Randy Crabtree, Acuity, Xero, Bridging the Gap, Jirav, Botkeeper --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite vs. Infinite game and how being an infinite game player is about an abundance mindset and continual improvement. Why do some partnerships and relationships last for a lifetime while others fall apart and end badly? How can you identify finite vs. infinite game players? Find out the answers to these questions and more in this episode with one of Accounting & Technology's leading voices. Originally aired (8/9/22)

Join host Rob Brown on The Accounting Influencers Podcast as he brings you insights from the world of accounting and fintech at Accountex 2023, the premier event for professionals in the accounting, tech, software, and finance community.In this special episode, Rob interviews four influential guests who share their expertise and experiences from the event.First, Rob catches up with John Thompson from Wisdom in Practice, who discusses his session at Accountex and provides valuable accounting tips for beginners. Next, Rob engages in a fascinating conversation with renowned tax expert Tom Wheelwright, exploring the differences in tax principles between the US and the UK and tax simplification. Tom also shares his experience at Accountex 23.Rob then interviews Ovi Stici from Xledger UK, which provides an overview of Xledger's features and benefits, discusses the importance of measuring ROI at Accountex, and shares his excitement about the future and collaboration with competitors. Finally, Clayton Oates from QA Business Pty Ltd joins Rob to discuss his session at Accountex, the types of conversations happening at the event, and Australia's technological advancements compared to other countries.Tune in to The Accounting Influencers Podcast to gain valuable insights from these influential guests and discover the latest trends and innovations in accounting and fintech.Guest BiosRenowned tax expert Tom Wheelwright joins the podcast to delve into the contrasting tax principles between the US and the UK. He also explores the concept of tax simplification, offering precious insights to accounting professionals and businesses navigating international tax landscapes. Wheelwright's presence at Accountex and his experiences are further discussed, providing a comprehensive overview of his time at the event.In another engaging interview, Ovi Stici from Xledger UK takes centre stage. He provides an in-depth overview of Xledger's features and benefits, giving listeners an inside look into the innovative accounting software. Stici also shares insights into the conversations at Accountex, highlighting Xledger's collaborative approach with competitors. Moreover, the importance of measuring ROI at Accountex and Xledger's plans are key topics covered in the discussion.Clayton Oates, the founder of QA Business Pty Ltd, brings his expertise to the podcast, offering an overview of his company and sharing key takeaways from his session at Accountex. Oates provides unique insights into Australia's technological advancements compared to other countries and expresses his enthusiasm for the future. The interview concludes with valuable perspectives on the exciting developments happening within the industry.Don't miss out on these thought-provoking interviews on The Accounting Influencers Podcast, where industry experts and leaders provide invaluable insights into accounting, taxation, innovative software solutions, and emerging trends in the field.

Season 4 Episode 48 | Recorded July 28, 2022 Join Scott and Clayton Oates in this episode as they discuss how Clayton got his start in accounting, the challenges of starting his own business, and how to transition from the finite game to the infinite game. You'll hear about the benefits of partnerships and the importance of choosing partners who share your values. Along the way, Clayton shares insights from his extensive reading list and offers practical advice for bettering yourself and others. This is a must-listen for anyone who wants to become a better leader and make a positive impact in their community. So what are you waiting for? Hit that play button and let's get started! Clayton's start in accounting Leaving a big firm Starting a business and being an “intra-preneur” Trapped in the day to day What does freedom mean? The finite and infinite game Life is easier when everyone is a friend The second mountain, life happens for you, not to you Partnerships From the finite to the infinite List of books Ancient wisdom and new generations Infinite players dealing with finite players The big vendors and differences with them Conference addiction and finding purpose How to vet partners for finite or infinite Being stuck in contracts The “Best” Tech and Tax, Vendor or Partner? Who works for who or with who? App raps, giving back, and accidents Meeting Tim Ferris Eminem's new album… just for Scott Time meets Jeff Bezos Go with the flow and control your reactions Accepting and giving back Project positivity Energizing events Playing off other's energy Don't set your goals with things you can't control Better yourself to better others We mindset versus me mindset Conferences to find Clayton at Stage fright and imposter syndrome Amanda Aguilar Speaking Truth Leading the infinite game Wrapping up and rapping up All the Shoutouts: Simon Sinek, Ron Baker, Brian Irwin, Tim O'Reilly, David Brooks, Liz Mason, Tony Robbins, Michael Gerber, James Carse, Marc Andreessen, Andreessen Horowitz, Netscape, Adam Grant, James Clear, Tim Ferris, Ryan Holiday, Marcus Seneca, Wayne Schmidt, Blake Oliver, CPA, Jeff Bezos, Douglas Sleeter, Amanda Aguillard CPA CISD --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

“We're ultimately in the people business. We're in the relationship-building business. We just happen to do accounting.”That's how Clayton Oates, the founder of QA Business, views the accounting profession.Oates also believes accountants can choose whether they are playing a finite, zero-sum game with clients or the infinite game, which continues forever and results in an abundance forever mindset with clients, who will then be your clients for life. 

Rory is joined by Diane Young, Partner at Arrowroot Family Office, as they talk with Clayton Oates about accounting, technology, and entrepreneurship. In this episode, Clayton talks about how accounting technology has progressed over the decades and how technology companies can better form relationships with clients. They discuss the Finite vs. Infinite game and how being an infinite game player is about an abundance mindset and continual improvement. Why do some partnerships and relationships last for a lifetime while others fall apart and end badly? How can you identify finite vs. infinite game players? Find out the answers to these questions and more in this episode with one of Accounting & Technology's leading voices.

Clayton Oates helps implement simple and effective business systems that allow us to spend more time working on the business. He's currently running a program with First Class and in this podcast shares some tips to create a growth mindset. 

Today I'm speaking with Kendra Vant Executive GM of Data at Xero and Clayton Oates, Accounting Technologist, and Founder of QA Business. In this episode, we talk about all aspects of data. Highlights include: The Accountants' and bookkeepers' data superpowers The opportunities, benefits and insights that we can explore through accessing data The newly formed Xero Data Council. Conversations accounting professionals should have with their clients about data The transparency governing the movement of data between solutions The concept of the right to be forgotten Subscribe to the Accounting Apps newsletter here http://HeatherSmithAU.COM

Episode #17 Our Fairy CPAmother (feat. Amanda Aguillard, CPA) recorded 6/28/2021 Amanda Aguillard, CPA | @AguillardAcct Aguillard Accounting | Elefant Training | Accounting Salon | Padgett's COO | Xero: A Comprehensive Guide Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 12 THE BIRTH OF…Aguillard Accounting ***shout out to Monica*** 14 THE BIRTH OF…Elefant Training 22 THE BIRTH OF… Padgett's COO ***shout out to Roger Harris*** 26 THE BIRTH OF… The Xero Book ***shout out to Gretchen Rubin*** ***shout out to Rod Drury*** 33 THE BIRTH OF… Accounting Salon ***shout out to Doug Sleeter*** ***shout out to Clayton Oates*** ***shout out to Rachel Fisch*** ***shout out to David Leary*** ***shout out to Heather Satterley*** ***shout out to Jay Kimelman*** ***shout out to Liz Mason*** ***shout out to Jim Jones*** ***shout out to Blake*** 41 THE BIRTH OF… SalonV --- Send in a voice message: https://anchor.fm/sonsofcpas/message

In this efficiency focused episode of Small Firm Big Impact, John and his guests Aly Garrett FCA and Clayton Oates discuss best practices, the systems and processes that would enable better collaboration, higher value outputs and better operational efficiencies. They cover everything from automation and system integration to how to monitor your tech stack. If you’re ready to take the next steps to free up capacity within your operations, tune in for tips on how to transition to a more efficient and effective practice. See omnystudio.com/listener for privacy information.

Clayton Oates returns to the podcast to talk about how he is satisfying his travel bug through the pandemic, his gardening, helping small businesses, and taking time for yourself!

Witnessing the evolution of accounting over the years has been very insightful.  Each change can be intimidating but, more empowering.  From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve? Listen as Clayton and Roger discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention: Customer Relationship Management (CRM) Document Management Business Analytics Payroll & Human Resource (HR) Point of Sell / e-commerce Inventory Management   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Clayton Oates Clayton is committed to helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life. Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years’ experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor)   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountants library to provide the value clients look for today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant’s guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777    

Gold Nuggets It is not enough to be passionate and do what you love. The world must also want what you are offering. Entrepreneurship is about helping others by adding value or creating value where there was none before. Everything we do has a price. It is either moving you towards your goal or away from it. If you are open to hearing and listening, there will always be something that will impact you in some way. Our guest, Clayton Oates, Founder of QA Business in Australia is a twenty-year entrepreneur and self-professed “small business enthusiast. During our conversation, you'll discover how to stay relevant in the most difficult of times, how to build a business while designing the life that you want, the importance of being kind to ourselves and knowing our purpose and why passion is not enough for success. To learn more about Clayton, visit http://www.qabusiness.com.au/index.php   Song by Adam Vitovsky / CC BY 3.0

This week's episode features special guests Doug Sleeter and Clayton Oates! We talk with them about Intuit/Credit Karma acquisition, trust in our profession, big data, vendor/accountant relationships, and INFINITE Games! https://www.facebook.com/fnlaccountants/videos/132251911540965/

This week's episode features special guests Doug Sleeter and Clayton Oates! We talk with them about Intuit/Credit Karma acquisition, trust in our profession, big data, vendor/accountant relationships, and INFINITE Games! https://www.facebook.com/fnlaccountants/videos/132251911540965/

Hector Garcia and Andrew Wall chat with industry giants Doug Sleeter and Clayton Oates! Conversations around software company data safeguarding, value of our client's data, trust between vendors and accountants, and how to build relationships based on the "infinite game"

At QuickBooks Connect 2019, we got the chance to bring together three legends of the QuickBooks world. Michelle Long, owner of Long for Success, LLC, Clayton Oates, Founder of QA Business, and Laura Redmond, CEO of Redmond Accounting joined us for a riveting review of, now, six years of QuickBooks Connect. We talk about the changes in the conference itself, as well as across the accounting industry, as a whole, and what each of these legends has planned for the future.

How CPA’s can take control of their future - 9:30 How firms can add more value beyond tax and compliance - 15:21 Clayton’s Johari window methodology - 19:13 What happens when CPA’s shift to a business owner’s mindset - 23:53 Finding your passion in purpose when you’ve lost your way - 34:54 LINKS MENTIONED: @Clatyon_Oates (Twitter) Website

Clayton found his way into accounting when pursuing his goal of establishing his own business. All in the effort to work on his own time and provide flexibility to travel the world. He found it to be a great excuse to take his family on numerous vacations. In this episode, Clayton and I talk about how he was able to combine his passion for travelling with his professional goal of running his own business and how sharing your passions in the workplace can improve your skills in communication.

Key Points Clayton Oates, Founder of QA Business, in conversation with Ekwa Marketing CEO, Naren Arulrajah Introduction Opportunities & Problems Time & Money Technology Trust Small businesses Final thoughts Resources: The Future of the Professions by Daniel Susskind and Richard Susskind The Johari Window : www.communicationtheory.org/the-johari-window-model/ Contact Clayton Oates: Website : www.claytonoates.com Email : coates@qabusiness.com.au The post Embracing Technology to Empower Your Accounting Business featuring Clayton Oates appeared first on Growing Accountant.

Clayton Oates is an Accounting Technologist | Small Business Enthusiast | Encourager | Educator | Story Teller | Each Day Appreciator Bio: Helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life. It’s been a fascinating journey so far & I've managed to collect some interesting stories along the way; some extremely inspiring ones, and others, well, not so uplifting. But every experience has provided an opportunity to grow & contribute back to a profession that has given me so much. I chose Accounting Technology (more than 25 years ago) as the vehicle to build a better life for myself and my family – and it worked! At the time I was a frustrated and uninspired 24 year old Tax Accountant who dreamed of one day having my own business & the freedom that came with it (Ok so I discovered that the price of freedom certainly isn’t free - but it is worth it). The by-product of adding value to others was that I started to achieve the very thing that inspired me to start my own business in the first place - Freedom! Then just when I thought I had made it, something happened – I Burnt Out! Fortunately, the business model I had built fully supported me & my family throughout the 3 year recovery period, and although I had often said it, I hadn’t appreciated it until that moment – “Be sure to dig your well before you are thirsty”. This experience has been a blessing (although tough to appreciate at the time) it has given me a renewed perspective on life. It has also made me acutely aware that I am not the only one who has had (or is currently going through or heading towards) the same experience. Part of my quest has been to help others (where I can) to live a life of their dreams by being an enthusiastic encourager, instilling confidence, building belief & helping create businesses with a model that provides time for transformation via personal growth & contribution to others. If there is one word that best reminds me of what I value & appreciate, that word would be – Authenticity! What’s your Word? Business: QA Business Pty Ltd The QA Mission To help our clients (Small Businesses / Bookkeepers & Accountants) become the most efficiently run businesses in the country, by taking advantage of technology and implementing simple and effective business systems, enabling you to buy back time from your business.

Why did you enter the accounting profession? For many, the reason has a lot to do with a comfort in working with numbers, and not very much to do with the desire to lead a team. In this episode, Joe speaks with Clayton Oates about hiring, challenges with team members, and key advice for accountants who want to be better leaders.

Clayton Oates is a Business Efficiency Specialist and Thought Leader in the Accounting Technology Industry, with more than 25 years experience in the Accounting, IT Consulting and Bookkeeping industries in Australia. He brings knowledge and passion to the cause of helping small business owners and operators, Accountants and Bookkeepers build stronger businesses, with systems that are simple and effective. He is co-founder of QA Business, a specialist independent IT Consultancy practice focused on Small Business Efficiency. Since its inception, QA Business has set up and managed thousands of business systems throughout Australia, ranging from sole-trader home based businesses through to large corporations. QA Business specialises in implementing business software solutions that focus on business efficiency and work/life balance for the business owner by utilising software as a productivity tool within the businesses. Clayton has also developed systems that improve the financial management process within a business and documenting systems that not only benefit the Business Owner, but provides an opportunity for the Bookkeeper and Accountant to provide greater value to the business. Clayton is also a regular presenter at various Accounting / IT and Business Consulting events and over the past 15 years and has helped more than 20,000 businesses implement simple (and effective) systems to improve financial management and enhanced customer service levels. Clayton talks from experience and operates his own business by using the practical solutions that he teaches his clients. Building QA Business from a small regional town on the NSW North Coast with a focus on systems and customer service has enabled him to enjoy a lifestyle which he truly believes is attainable by all. However perhaps his most important achievement to date is being happily married to my best friend and the proud dad of 5 fabulous humans.

Having a progressive realization of a dream – knowing what you want and working to achieve goals – is Clayton Oates’ snapshot definition of Success. Clayton’s zeal for helping people ‘buy back time’ in their working life comes from his …