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AI agents are going rogue — deleting bookings, sending unauthorized emails, and lying about it — and Blake and David trace the trend into the $3 trillion of off-balance-sheet AI commitments hiding in Big Tech's footnotes (and why accountants will get blamed when the bubble pops). They also recap what stood out at XeroCon 2026. Then Hoover Institution fellow Ben Jaros runs the real numbers on California's Prop 40 billionaire wealth tax — why the $100 billion estimate is closer to $40 billion, and whether taxing 200 people is even constitutional.SponsorsCanopy - http://accountingpodcast.promo/canopyThomson Reuters - http://accountingpodcast.promo/taxautomationOnPay - http://accountingpodcast.promo/onpayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (03:00) - Rogue AI Agents Gone Wild (07:53) - Controlling Agent Permissions (12:08) - Microsoft AI Receivables Surge (14:49) - Three Trillion Off Book Commitments (17:09) - Meta Hyperion Lease Loopholes (21:33) - Bubble Risk and Circular Financing (28:24) - XeroCon Highlights and AI Agents (32:21) - Bank Reconciliation and Roadmap Gripes (34:10) - Conference Vaporware Rant (34:37) - Billionaire Tax Preview (36:33) - Prop 40 Basics (38:40) - Revenue Reality Check (42:44) - Residency Cutoff Drama (45:01) - Wealth Tax vs Income Tax (45:52) - One Time Or Not (46:34) - Healthcare Backfill Claims (51:42) - Better Ways To Tax (55:23) - Constitutional Challenges (58:01) - Why Voters Oppose It (01:02:09) - Trial Balloon And Wrap Up Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds Flowglad - https://cal.com/team/flowglad/flowgladFearless Foundry - www.advisoryamplified.comExpense Bot - https://www.expensebot.ai/accountantProfitRoot - https://tryprofitroot.com/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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
AI and automation have taken over every conversation in accounting — but the core business model problems holding firms back haven't moved.
Cloud accounting is one of those topics that too many business owners, freelancers, and creatives ignore until it is too late. In this episode of I Hate Numbers, we make the case for why cloud accounting is not just a nice-to-have but a genuine game-changer for anyone running a small business. Whether you are currently relying on spreadsheets, paper receipts, or desktop software, this episode will show you what you are missing and what it is costing you.What Is Cloud Accounting?Cloud accounting means using software that lives online to manage your business finances in real time. It is not simply swapping a spreadsheet for an app. It covers invoicing, reporting, expense tracking, bank feeds, and much more. The key difference is access and immediacy. You can log in from your phone, laptop, or tablet from anywhere. You can see exactly where you stand financially at any given moment, without waiting until the end of the month or the end of the year. We paint a practical picture here. Imagine finishing a client meeting in a coffee shop, pulling out your phone, and sending an invoice on the spot. That invoice lands in your client's inbox immediately, your accounts update instantly, and your chances of being paid promptly increase significantly. That is cloud accounting working as it should.Why It Matters: The Real Business CaseToo many business owners are still disconnected from their numbers. They treat bookkeeping as an annual chore, something to deal with at tax time rather than a live, ongoing part of running a healthy business. Cloud accounting changes that relationship entirely.Your Time Is Worth SomethingTime saved on admin is time you can spend delivering work, winning clients, and growing your business. We share the example of Sandra, a freelance designer juggling multiple projects. Before cloud accounting, she was spending Sunday mornings entering receipts and chasing invoices. After making the switch, she saved three to four hours a week on average. At even a modest hourly rate, that adds up to a significant saving over a quarter, not to mention the faster payments that come from sending invoices electronically.Fewer Mistakes, Less RiskManual systems, however carefully managed, leave room for error. Dodgy spreadsheet formulas, duplicated entries, missing invoices — these are common and costly. Cloud accounting flags issues in real time, so you are not walking a financial tightrope with a blindfold on.See the Big Picture ClearlyRunning your business without up-to-date financial information is like driving with a frosted windscreen. Cloud accounting gives you dashboards and reports that show you at a glance how much money is in your bank, who owes you, what you owe, and where your money is going. That clarity leads to better decisions, fewer surprises, and far less financial panic.Is It Complicated? Not as Much as You ThinkA common concern is that cloud accounting sounds technical or difficult to set up. In practice, it does not need to be. Tools like Xero, which is our personal recommendation and the system we use with our own clients, are built for real people, not just accountants. You can connect your bank account, upload receipts with a photograph, send invoices in seconds, and configure automated reminders for overdue payments. Think of it as a digital finance assistant that never takes a holiday. When we set clients up with cloud accounting, we train and induct them from the start so they feel confident navigating the system. You do not need to be a numbers expert. You just need a simple, consistent workflow.The Cost of Doing NothingWe also walk through a worst-case scenario that will feel familiar to many business owners. Work gets hectic, life gets busy, and the books get neglected. Suddenly you do not know who owes you money, what you owe, or whether you can afford your next project. Invoices go out late, bills go unpaid, and a tax bill arrives without warning. This is not bad luck. It is silent financial sabotage, and it is entirely avoidable with the right system in place.How to Get StartedMaking the switch does not have to be overwhelming. We suggest four straightforward steps: choose your software (we recommend Xero), get familiar with how to navigate it, connect your bank account from the outset, and build a simple weekly workflow. Thirty minutes a week spent keeping your records current is far less painful than hours buried under a backlog. Small, regular habits beat big panic sessions every time. We also have a free digital guide to cloud accounting that you can download to help you get started with confidence.The Legislative Case: Making Tax DigitalBeyond the business benefits, there is also a legislative reason to act. From April 2026, Making Tax Digital will require small businesses and landlords to submit their accounts to HMRC on a quarterly basis. To do that, you will need a digital accounting system. We will be covering Making Tax Digital in detail in next week's episode, but the message is clear: the sooner you get familiar with cloud accounting, the less disruption you will face when the requirement kicks in.Conclusion: Take Control of Your Business FinancesCloud accounting is not about going digital for the sake of it. It is about saving time, reducing mistakes, making better decisions, and keeping your business lean, profitable, and ready to grow. If this episode has been useful, we would love you to share it with someone who could benefit. And for a deeper grounding in business finance, the I Hate Numbers book is the ideal place to start. Remember: plan it, do it, profit.Episode Timecodes[00:00:00]Introduction: why so many business owners avoid cloud accounting[00:00:29]What cloud accounting actually is and what it covers[00:01:31]Real-time access, automation, and the coffee shop invoicing example[00:02:14]Why too many businesses are still disconnected from their numbers[00:03:04]Time savings: the story of Sandra the freelance designer[00:04:25]Avoiding costly mistakes with cloud systems[00:05:06]Seeing the big picture: dashboards, reports, and better decisions[00:05:42]Is it complicated? Why Xero works for non-accountants[00:07:00]The cost of doing nothing: silent financial sabotage[00:08:00]How to get started: four practical steps[00:08:56]Free digital guide to cloud accounting[00:09:16]Making Tax Digital: the legislative case for acting now[00:09:49]Closing thoughts and call to actionTake the Next StepIf this episode has given you a clearer picture of what cloud accounting can do for your business, we would love you to share it with a fellow business owner or freelancer who needs to hear it. Subscribe to I Hate Numbers for more practical, no-nonsense strategies every week. Remember: plan it, do it, profit.Further Support
Blake breaks down how AI can help with cost segregation and explains why AI currently works best on tasks that take humans 2-5 minutes. Michael Burry is betting against AI companies, claiming they're manipulating earnings by stretching server depreciation from 3-4 years to 5-6 years, adding billions to their bottom lines. Also covered: Intuit's $100 million annual OpenAI deal to integrate QuickBooks and TurboTax into ChatGPT, new bank evidence in the Rippling corporate espionage case, and a survey showing 10% of adults are acting on AI tax advice despite error rates up to 50%.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:00) - Welcome to The Accounting Podcast (00:49) - Blake's Illness and Recovery (02:05) - Upcoming Topics (04:06) - Cost Segregation Explained (06:46) - AI in Cost Segregation (11:15) - AI's Current Capabilities and Limitations (19:10) - Intuit's OpenAI Deal (22:01) - Intuit's Strategy and Industry Implications (30:12) - Michael Burry's New Bet Against AI (31:21) - Depreciation and AI Companies (39:15) - Rippling vs. Deel: Corporate Espionage (42:44) - New Jersey's Alternative Pathways Bill (44:39) - AI's Role in Tax and Investing Advice (47:37) - Defining Audit Quality: PCOB's New Initiative (51:56) - FASB's Costly Lease Standard (56:13) - Ancient Accounting Systems in Peru (58:45) - Conclusion and Viewer Interaction Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCollective by DBA - https://collective.cpa/ 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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Tehillah Niselow is in conversation with Damian Baker, Executive Head of Cloud Accounting at Outsourced CFO (OCFO)See omnystudio.com/listener for privacy information.
Despite inflation and economic headwinds, Singapore’s SMEs are defying the odds — growing revenue, hiring talent, and staying optimistic. But behind this resilience lies a digital backbone: cloud accounting. On Industry Insight, Koren Wines, Managing Director of Xero Asia, joins Lynlee Foo to unpack the findings of Xero’s latest 'The State of Small and Medium Businesses Singapore' report and the growing role of cloud-based finance tools. From tackling late payments and improving real-time financial visibility to embracing AI and embedded finance, find out how cloud platforms are evolving into intelligent systems that empower small businesses to act fast, stay compliant, and scale sustainably.See omnystudio.com/listener for privacy information.
Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want 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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Earmark Media Presents a bonus episode of Earmark Podcast: What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download 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 Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd
SponsorsCPA.com - http://accountingpodcast.promo/cpaRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (00:54) - Chaos Created by Doge (01:32) - Top Stories of the Week (02:17) - Listener Mail and Additional Topics (05:09) - Live Stream Interaction (06:42) - DOJ and Treasury Payment Freeze (17:40) - Young Engineers at DOJ (24:15) - Automation Features for Seamless Transactions (24:44) - Addressing Viewer Questions on Treasury Policies (25:34) - Debate on Federal Fund Vetting and Spending (27:57) - Government Bureaucracy and Political Battles (33:31) - The Role of Young Auditors in Government Agencies (40:38) - Adobe's Tax Tips: Helpful or Harmful? (43:54) - Final Thoughts on Government Efficiency and Partisanship Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks and Announcements Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant 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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Blake and David discuss Trump's proposed Department of Government Efficiency (DOGE) and its potential impact on tax filing and federal remote work policies. They analyze the Pentagon's seventh consecutive failed audit and examine Intuit's ambitious plans to expand its enterprise offerings. The duo also explores a groundbreaking study showing ChatGPT-4 outperforming human doctors in medical diagnoses, highlighting AI's growing capabilities in professional decision-making.SponsorsRelay - http://accountingpodcast.promo/relaySuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to the Accounting Podcast (01:52) - DOGE's Impact on H&R Block and TurboTax Stocks (02:57) - IRS Free File Program (04:49) - Intuit's Response to DOGE Initiative (10:43) - Remote Work for Federal Employees (16:25) - Pentagon's Audit Failures (22:36) - AI Outperforms Doctors in Diagnosing Illnesses (32:12) - Boosting Productivity with ChatGPT (36:09) - Salesforce's AI Irony (38:15) - Anthropic's AI in Action (45:34) - Intuit's AI Strategy and TurboTax (48:36) - Intuit Enterprise Suite and Market Expansion (55:27) - Closing Remarks and Future Topics Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsClient Hub - https://clienthub.app/Forwardly - https://www.forwardly.com/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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Blake and David dive into the economic implications of Trump's election victory, including proposed tariffs that could significantly impact businesses and inflation. They explore potential tax changes under a new Trump administration, from corporate rate reductions to the elimination of the SALT cap. They also examines an alarming $47 million IRS fraud scheme targeting tax practitioners and debate the future of Bitcoin as speculation grows about a potential national Bitcoin reserve.SponsorsOnPay - http://accountingpodcast.promo/onpaySuralink - http://accountingpodcast.promo/suralinkCloud Accountant Staffing - http://accountingpodcast.promo/casArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to The Accounting Podcast (03:05) - Avalara Crush Conference Insights (07:48) - AI and the Future of Tax Compliance (13:21) - Trump's Economic Impact (17:26) - Tariffs and Global Trade (25:40) - Tax Proposals and Implications (36:53) - Bitcoin's Meteoric Rise and Market Speculations (47:43) - AI Adoption in the Workforce (49:53) - IRS PPS Fraud: A Deep Dive (01:00:49) - PCAOB Drama and Audit Deficiencies (01:06:49) - BOI Reporting and AICPA's Response (01:10:33) - Closing Remarks and CPE Information Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCoefficient - http://accountingpodcast.promo/coefficientexpoForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/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? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
On Episode 180 of The Unique CPA, Chris Williams, the CEO of System Six, joins Randy for a conversation about the direction modern accounting is headed. System Six is a cloud-based finance and accounting firm Chris acquired, and he shares his journey, from his background in investment banking and private equity. With a focus on strong company culture characterized by joy, collaboration, and flexibility, the conversation covers Chris's plans for the future of System Six, including potential acquisitions and expanding services to include tax and advisory offerings. Personal interactions are at the core of what Chris looks to do, with the desired effect being to maintain strong work culture while weathering the challenges of integrating new services and acquisitions. Get the full show notes and more resources at TheUniqueCPA.com
Episode 228 FACULTY: Adam Hale, CPA CLASS: #Shoperations TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining culture in a distributed team, and growing a business by learning from failures. Whether you're starting out in the accounting field or looking to innovate within your firm, this episode offers practical advice and inspiration.
How Artificial Intelligence Will Actually Impact The Accounting Profession - Fintech Flo: Episode 33 (8/22/24)There has been A LOT of hype about A.I. throughout 2024, but to get the best opinion on what is actually realistic, you need to speak to the professionals who are the experts at the top of the industry - so we brought in Dr. Sean Stein Smith, CPA, Professor at Lehman College, and Blockchain Expert, to discuss how artificial intelligence will most likely impact the accounting profession, from the work accountants do, to the effect it could have on the talent pipeline, and the ways to ethically and properly implement it's usage. Get the truth as of August 2024, on this episode of the FinTech Flo with Drew Carrick, CPA.This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/ or via the Earmark app! https://www.earmark.app/@fintechflo There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios
Hot Number Summer - Petrodollar, Money Laundering, Men in Finance - Fintech Flo: Episode 30 (7/10/24)What's up with the petrodollar ending, and what does it mean for you? Can NYC become the next film hub and compete with LA? And what's the deal with the man in finance phenomenon? Join in on Drew and Mike's discussion on these during our very special, and sad, final episode from the FloQast Studio facility before moving to a new podcast location this fall. This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/ or via the Earmark app! https://earmarkcpe.com/download/ There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios
An independent audit reveals over $1.4 billion in questionable spending and lack of financial oversight at Maryland's Health Department during the COVID pandemic. We break down the audit's alarming findings, and the response from state officials committed to improving financial practices.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need 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 YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
A former Vegas hotel manager is accused of stealing over $773,000 in guest refunds and using the money to live lavishly. We unpack how he allegedly pulled off the massive refund scam and what could have been done to catch it sooner.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need 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 YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Discover how to bring joy to accounting with cloud technology on Episode 129 of The Unique CPA! Kellie Parks talks to Randy Crabtree about her passion for bookkeeping and how she helps accounting professionals love cloud accounting as much as she does. Learn about the templates and tools Kelly provides to streamline your firm's processes and hear tips for implementing new technologies step-by-step without getting overwhelmed. Tune in to get insights on automating your work, improving work-life balance, and embracing cloud solutions to reduce stress in your practice. Get the full show notes and more resources at TheUniqueCPA.com
Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorate Josh's life, we are playing a eulogy delivered by Kenji Kuramoto at Josh's memorial service this past weekend. Kenji represented the many voices in the accounting profession that Josh was a part of. Kenji shares stories about Josh's humility, thoughtfulness, and influence. Although Josh never sought the spotlight, he became well-known in the accounting world through his steady leadership and generosity of spirit. Josh's presence will be deeply missed in the accounting community.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need 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 YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
A recent report alleges Supreme Court Justice Clarence Thomas failed to disclose that a $267,000 recreational vehicle loan from a friend was forgiven, raising questions about potential tax issues and scrutiny around the justice's financial practices.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need 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 YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
After a decade-long audit, Microsoft is facing a whopping $29 billion tax bill from the IRS for what the agency claims was an "illusory scheme" to channel profits through Puerto Rico—but with years of appeals ahead, will the tech giant ultimately pay the total amount?Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need 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 YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
Looking for the best cities to launch your accounting career? This top 10 countdown will highlight the metro areas with the highest demand, abundant jobs, and the most competitive salaries for accountants. Forbes Advisor compiled this list. See the full list here: https://www.forbes.com/advisor/education/top-cities-for-accountants/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and 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 Apple Podcasts, 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; we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe 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 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
Accounting has long been viewed as a stable career, but in recent years, droves of accountants have been leaving the profession. Blake Oliver dives into a recent Wall Street Journal article highlighting the factors driving experienced accountants away, from burnout and boredom to the threat of automation.Show NotesJob Security Isn't Enough to Keep Many Accountants From Quittinghttps://www.wsj.com/articles/accounting-quit-job-security-675fc28f Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and 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/merch Subscribe 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 Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
The government shutdown threat looms as Congress scrambles to pass funding bills. The IRS previously said it could stay open during a shutdown by relying on Inflation Reduction Act funds. But now the agency says those funds can't sustain operations. According to its union, the IRS is preparing for furloughs and partial closures if a shutdown hits. This reversal surprised IRS employees and could spell delays for taxpayers and CPAs.Show NotesIRS plans possible furloughs in case of shutdownhttps://www.accountingtoday.com/news/irs-plans-possible-furloughs-in-case-of-a-government-shutdownIRS to ‘partially close' if government shutdown happens, reversing earlier plans, union sayshttps://federalnewsnetwork.com/government-shutdown/2023/09/irs-to-partially-close-if-government-shutdown-happens-reversing-earlier-plans-union-says/Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe.comGet in TouchThanks for listening and 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 Cloud Accounting Podcast listeners 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
Daniel Sosebee and Heather Fleming, MST (North Fulton Business Radio, Episode 695) Daniel Sosebee and Heather Fleming with MST were guests on this episode of North Fulton Business Radio with host John Ray. Daniel and Heather each shared how they came to MST, what MST does for family businesses, and what makes them unique. They […] The post Daniel Sosebee and Heather Fleming, MST appeared first on Business RadioX ®.
The IRS has announced an immediate moratorium on new Employee Retention Tax Credit claims through the end of the year amidst a surge of questionable submissions. Tune in for details on the ERC crackdown, including new criminal probes, longer processing times, and options for withdrawing improper claims.Show NotesEmployee Retention Credit Eligibility Checklist: Help understanding this complex credithttps://www.irs.gov/newsroom/employee-retention-credit-eligibility-checklist-help-understanding-this-complex-creditRed flags for Employee Retention Credit claims; IRS reminds businesses to watch out for warning signs of aggressive promotion that can mislead people into making improper ERC claimshttps://www.irs.gov/newsroom/red-flags-for-employee-retention-credit-claims-irs-reminds-businesses-to-watch-out-for-warning-signs-of-aggressive-promotion-that-can-mislead-people-into-making-improper-erc-claimsNeed 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 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 Cloud Accounting Podcast listeners 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
Episode 170: Acumatica's Sanket Akerkar and New Cloud Offers
Welcome to the new era of "The Accounting Podcast," formerly known as "The Cloud Accounting Podcast." Why the name change? This show was born out of a passion for technology's role in accounting, and over the last five years, as cloud-based tools became the norm, we broadened our scope to cover a wide range of topics. We're now delving into everything from PPP and the talent crisis to artificial intelligence, fraud, the business models of accounting firms, the IRS, politics, and much more. Our aim is to provide the best audio-based news and analysis in the accounting profession.Celebrating an incredible milestone of 1 million downloads, we extend our heartfelt thanks to all our listeners and guests who have supported us over the years. As we step into this exciting new phase, we encourage you to engage with us - whether you're a longtime listener or just tuning in. Please send us your feedback, story ideas, or even a voicemail that we might play on the air at cloudaccountingpodcast@earmarkcpe.com.Remember, you can earn free CPE for listening with the Earmark app. Visit earmarkcpe.com for more information. We're thrilled to have you on this journey with us, and we look forward to bringing you quality content for many more years to come! Enjoy the show.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 Cloud Accounting Podcast listeners 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
In this episode, Pat White and Rafael Casas interview Mackenzie Patel, CEO of Hash Basis, a crypto-native accounting firm based in San Francisco. Mackenzie shares her accounting background and how she got into crypto accounting. They also discuss the challenges of revenue accounting in crypto and the emerging trend of specialized crypto accounting.Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Checkout the Bitwave channel on Earmark to get even more CPEChapters (00:00) - Preview: What does Hash Basis do? (00:50) - Introduction and welcome Mackenzie to the show (02:04) - A little bit of Mackenzie's background (04:24) - Did you instantly love accounting? (10:39) - What did you do after college? (11:47) - What does revenue accounting look like in crypto? (13:58) - Are you seeing more accountants who specialize in crypto accounting? (18:32) - How did you get into crypto specifically? (20:40) - Can you walk us through some fundamentals of crypto accounting? (28:31) - What is streaming payroll and payments? (31:53) - What resources do you do to stay up to date on crypto and crypto accounting? (34:51) - FASB guidance has come out (35:31) - What do you think about wrapped tokens now being counted as impaired? (42:08) - Tell us about your new company, Hash Basis (44:14) - Mackenzie will be speaking at EDAS (46:13) - Thanks for listening and please subscribe for new episodes Connect with our guest, Mackenzie Patellinkedin.com/in/mackenziepatel/twitter.com/maccbasisConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcastfacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodLeave a review on Apple Podcasts or PodchaserSubscribe to the Crypto With Accountants Podcast in your favorite podcast app!This podcast is a production of the Earmark Media
In this episode Marcus Mire, CPA shares why keeping an eye on your cash flow is important and how it's easier than ever with new cloud accounting tools.
In this episode Marcus Mire, CPA helps co-host Tyler Woerner overcome some obstacles he faced in a recent transition to cloud accounting. Learn from his mistakes and Marcus' advice to take full advantage of cloud accounting technology available today.
Join the Cloud Accounting Podcast as they interview Linda Wedul from the MNCPA. They'll dive deep into the pressing issues surrounding the 150-hour rule, the talent shortage facing CPA firms in Minnesota, and how MNCPA is exploring alternative pathways to licensure. Tune in as they explore innovative solutions for keeping the CPA career path competitive and bridging the gap for aspiring professionals.Broadening Pathways to the CPA Credential: https://www.mncpa.org/involvement/legislative/broadening-pathways-to-cpa/Meet Our Guest, Linda WedulLinkedIn: https://www.linkedin.com/in/lindawedul/Learn more about the Minnesota Society of CPAshttp://mncpa.orgSubscribe 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 The Cloud Accounting Podcast is the #1 accounting, bookkeeping, and tax podcast in the world.
In this episode Marcus Mire, CPA outlines where DIY bookkeeping can go wrong and how to leverage professional help with cloud accounting to create the best case scenario for small business accounting.
In this episode of the Cloud Accounting Podcast, David and Blake interview with Ken Bishop, President and CEO of NASBA (National Association of State Boards of Accountancy), as he shares his insights into the shrinking CPA pipeline. They discuss the controversial 150-hour rule and possible solutions to the growing accounting talent shortage.Meet Ken BishopLinkedIn: https://www.linkedin.com/in/ken-l-bishop-5a142414/Learn more about NASBAWebsite: http://nasba.orgSubscribe to the Cloud Accounting Podcast 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 The Cloud Accounting Podcast is the #1 accounting, bookkeeping, and tax podcast in the world.
The Federal Tax Updates podcast is a recent addition to the Earmark Media network of accounting-focused podcasts. In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also provide some detailed insights into filing extensions for clients.Want to hear more Federal Tax Updates episodes? Listen and subscribe at federaltaxupdates.com Follow the Federal Tax Updates podcast on Social Media:twitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpod
We ask the question: "What if Disney started a cloud accounting firm?"-----------------Thank you to our sponsor, Avalara! Avalara's award-winning tax automation solutions help accounting practitioners of all sizes, from sole proprietors to Top 100 firms. Avalara simplifies sales tax compliance with real-time rates, automated returns filing, registrations, tax research and automated tax solutions for specialized tax areas. We live and breathe tax so you don't have to. Learn more at Avalara.com/Accountants.----------------- (00:00) - FF 7 : Inovation Thought Experiment (00:32) - Introduction and what this episode will cover (01:25) - Thank you to our sponsor, Avalara (04:47) - Lets talk about innovation (06:18) - Inspiration bookshelf (11:28) - Quick recap of what the first 6 episodes of this series covered (12:59) - Peter Drucker quote (15:45) - Thank you to our sponsor, Avalara (17:03) - Value increases or decreases based on where its presented (25:38) - A quote on maintaining the status quo & more (28:37) - How we can innovate? (30:50) - Classic definition of innovation and Hector's definition (33:03) - Blake's issue with innovation in the accounting profession (36:43) - Reframing as a technique (40:22) - Summary of innovation steps (43:08) - Thought experiment: What if Disney started an accounting firm? (48:53) - What would they name their firm? (51:23) - What would they charge? (57:14) - What would they call their employees? (01:00:24) - What would they call their customers? (01:04:27) - How would they deliver information? Diversity? & a few more quesitons (01:10:46) - Final thoughts from Hector -----------------Join the Focused Firm email list to get notified of future streams and CPE courses:https://go.earmarkcpe.com/the-focused-firm-----------------Get free CPE for listening to this podcast:https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d-----------------Connect with Hector Garcia, CPA:Website: http://hectorgarcia.comLinkedIn: https://www.linkedin.com/in/hectormgarciacpa/Connect with Blake Oliver, CPA:LinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/-----------------Download the Earmark CPE App:Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
In this episode Marcus Mire, CPA shares how to overcome some common resistance to cloud accounting you may experience from your in-house accounting and bookkeeping staff. Learn how their biggest concerns are often aligned with the biggest benefits of cloud accounting.
Meet Our Guest:Matthew Woodcockhttps://www.linkedin.com/in/matthew-woodcock-230a1210/Learn more about Sprague Pest SolutionsWebsite: https://www.spraguepest.com/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe 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 Full Transcript Available Upon Request - info@cloudaccountingpodcast.com
Meet Our Guests: Aaron Harris, Global CTO at SageWebsite: https://www.sageintacct.com/leadership/aaron-harrisLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/ Walid Abu-Hadba, Chief Product and Development Officer at SageLinkedIn: https://www.linkedin.com/in/walida/ Steve HareLinkedIn: https://www.linkedin.com/in/steve-hare/Twitter: https://www.twitter.com/stevehare Learn more about SageWebsite: https://www.sage.com/en-us/Website: https://www.sageintacct.com/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe 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 Full Transcript Available Upon Request - info@cloudaccountingpodcast.com
Thank you to our sponsor, ApprovalMax! To learn more about ApprovalMax, visit: https://earmarkcpe.promo/approvalmaxSign 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 Felix:LinkedIn: https://www.linkedin.com/in/f%C3%A9lix-latour-781291a4/Learn about Le Controleur:https://www.controleur.ca/Apps Felix highlighted in the episode:ApprovalMax: https://www.approvalmax.com/Front: https://front.com/Fathom: https://www.fathomhq.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
SponsorsJirav - https://cloudaccountingpodcast.promo/jiravCanopy - https://cloudaccountingpodcast.promo/canopyZoho - https://cloudaccountingpodcast.promo/zohoNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesSign up for Hector and Blake's 8-part free CPE practice management series, Focused Firm: https://go.earmarkcpe.com/the-focused-firm=Get notified when we go live! Subscribe to the Cloud Accounting Podcast on YouTube: https://www.youtube.com/c/cloudaccountingpodcastGet Right Tool for QuickBooks Online: https://chrome.google.com/webstore/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjdGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsuCollect - https://ucollect.biz/capWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com
Accounting High (aka Sons of CPAs Podcast) Season 3 Episode 7 | Recorded March 7, 2022 Guest: Rachel Fisch Hosts: Jason Ackerman, CPA & Scott Scarano, EA Sponsor: Dark Horse CPAs - visit abetterway.cpa to learn more Welcome! Our guest today is the one, only and always Rachel Fisch. Rachel has over 20 years of experience in bookkeeping and accounting, with a number of those years running her own practice. She previously served as National Bookkeeping Lead for Deloitte and most recently was the Accountants Group Leader for Sage. She is also a dynamic speaker, and accounting vanguard, and presents at prestigious international conferences. 3 How Rachel got into accounting? Not intentionally ...? Shout out to Liz Mason and High Rock Accounting 5 The accounting trajectory Shout out to Winnipeg, Fisch Financial and FischBooks, AND FreshBooks 8 On NOT being lazy Shout out to John Garrett and Green Apple Slices 11 Best part of connecting with other accountants? Shout out to Accounting Salon 12 Mother Stories – Raising Adolescents 14 Rachel knows EV-ER-Y-BOD-Y! Shout out to Sage, QB, and Xero 16 The role at High Rock and in accounting – moving people forward 17 What challenges? 19 The Holy Grails of accounting Shout out to Hubdoc and Relay 21 Tax accounting in Canada Shout out to TaxCycle, Canada Revenue Agency 24 The implosion of a firm Shout out to the QuickBooks Training, QuickBooks Desktop, Peachtree, and Sage 50, Deloitte 30 Big Four bookkeeping foibles and mindset adjustments Shout out to MNP 34 Some woulda-coulda-shouldas when you're being bought out 37 Spiraling up (and down) at Sage and landing at High Rock Shout out to Jay Kimmelman and Digital CPA, and Megan Tarnow, and Mobius 42 From both sides now ... balancing user feedback and product dev 45 Build, buy or partner? 46 High points of High Rocking 49 Scott Unchaperoned – What Sesame Street character would you be? Shout out to Grover, Big Bird, and The Count 51 What chess piece are you? (Rachel = Knight) 54 On being remembered ... Shout out to Liz Mason, Megan Tarnow, Chris Geno, and anyone who doesn't know #TaxTwitter 62 Hackathon Talk Shout out to Earmark Accounting Podcast, Blake Oliver, David Leary, Peter Wen 64 Visions of a successful year Shout out to Rebel Rock Accounting Connect with Rachel: LinkedIn: https://www.linkedin.com/in/rachelfisch/ Twitter: https://twitter.com/Fischbooks --- Send in a voice message: https://anchor.fm/sonsofcpas/message
Blake Oliver joins Randy Crabtree on Episode 72 of The Unique CPA. The founder of Earmark CPE, Blake pieced together the seemingly disparate ideas of podcasts—a world to which he contributes via co-hosting the Cloud Accounting podcast—and CPE, utilizing his skills in web design, tech, and business building to bring free CPE to accountants nationwide. Plus, The Unique CPA has joined the Earmark family! So now you too can earn CPE by listening! Get the full show notes and more resources at TheUniqueCPA.com
SponsorsCanopy: https://www.cloudaccountingpodcast.promo/canopyLiscio: https://www.cloudaccountingpodcast.promo/liscioRelay: https://www.cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com
Saul Colt is the Founder and Creative Director at The Idea Integration Company. In his career he has been named as one of the iMEDIA 25: Internet Marketing Leaders & Innovators as well as been called one of Canada's best community builders/experiential marketers. NYT Best selling author and Internet Pioneer Chris Brogan once referred to Saul as “exactly who you want representing your company” and that message has been echoed by media properties ranging from Inc to Forbes Magazine. Saul has had many career highlights including being selected as the first international employee of Zipcar and the person responsible for launching Zipcar into the Canadian marketplace. Was the first marketing person and a key part of the growth of FreshBooks.com (The #1 Cloud Accounting service for Small Business Owners) as well as leadership roles at Rogers Communications and the first Chief Evangelist of Xero.com. If that wasn't enough, Saul is also a Professional Speaker and Consultant specializing in Word of Mouth Marketing, Stunt Marketing, Social Media, Customer Experience, Community Building and Business Courage. @saulcolttheideaintegration.com
Happy Saturday Friends! Happy Father's Day weekend! My next guest talks about taking risks and being more authentic in life and in your marketing. Please welcome PREMIERE guest Saul Colt! Saul Colt is the Founder and Creative Director at The Idea Integration Company. In his career he has been named as one of the iMEDIA 25: Internet Marketing Leaders & Innovators as well as been called one of Canada's best community builders/experiential marketers. NYT Best selling author and Internet Pioneer Chris Brogan once referred to Saul as “exactly who you want representing your company” and that message has been echoed by media properties ranging from Inc to Forbes Magazine. Saul has had many career highlights including being selected as the first international employee of Zipcar and the person responsible for launching Zipcar into the Canadian marketplace. Was the first marketing person and a key part of the growth of FreshBooks.com (The #1 Cloud Accounting service for Small Business Owners) as well as leadership roles at Rogers Communications and the first Chief Evangelist of Xero.com. If that wasn't enough, Saul is also a Professional Speaker and Consultant specializing in Word of Mouth Marketing, Stunt Marketing, Social Media, Customer Experience, Community Building and Business Courage. To follow or to learn more, head to the links below:https://www.theideaintegration.comhttp://www.instagram.com/saulcoltSupport for Label Free Podcast is brought to you by MANSCAPED™, who is the best in men's below-the-waist grooming. @MANSCAPED offers precision-engineered tools for your family jewels. They obsess over their technology developments to provide you the best tools for your grooming experience. MANSCAPED is trusted by over 2 million men worldwide! We have an exclusive offer for my listeners - 20% off + free shipping with the code: LABELFREE20
SponsorsFreshBooks: https://www.cloudaccountingpodcast.promo/freshbooksCanopy: https://www.cloudaccountingpodcast.promo/canopyRelay: https://www.cloudaccountingpodcast.promo/relayNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes1:46 – Intuit owes customers $141 million after it 'cheated' them out of free tax serviceshttps://www.engadget.com/intuit-owes-consumers-141-million-after-it-cheated-them-out-of-free-tax-services-090115518.html Intuit Will Refund $141 Million to Low-Income TurboTax Users - The New York Timeshttps://www.nytimes.com/2022/05/04/business/turbotax-intuit-settlement.html 4:36 – Study: Nearly half of returns could be automatically populatedhttps://www.accountingtoday.com/news/study-says-nearly-half-of-tax-returns-could-be-automatically-pre-populated 8:09 – In-Person BNPL Coming Soon as Block Connects Seller, CashApp Ecosystemshttps://www.pymnts.com/earnings/2022/in-person-bnpl-coming-soon-as-block-connects-seller-cashapp-ecosystems/ 9:43 – H&R Block Wins Injunction Against Jack Dorsey's Block Inc.https://news.bloomberglaw.com/daily-tax-report/h-r-block-wins-injunction-against-jack-dorseys-block-inc 11:23 – Fireside chat with IRS Commissioner Chuck Rettighttps://www.accountingtoday.com/news/fireside-chat-with-irs-commissioner-chuck-rettig 19:00 – Marcum merges in Friedman to create $1B megafirmhttps://www.accountingtoday.com/news/marcum-merges-in-friedman-to-create-1b-megafirm 19:54 – Klean Books Offering Free Business Bookkeeping Services With New Promotionhttps://www.globenewswire.com/news-release/2022/05/04/2435980/0/en/Klean-Books-Offering-Free-Business-Bookkeeping-Services-With-New-Promotion.html 21:18 – PwC US announces $2.4B employee investmenthttps://www.accountingtoday.com/news/pwc-us-announces-2-4b-employee-investment 28:05 – Let's Mesh Other Business Buzzwords to Form the Next Big Accounting Firm Namehttps://www.goingconcern.com/lets-mesh-other-business-buzzwords-to-form-the-next-big-accounting-firm-name/ 31:11 – In KPMG Australia Cheating Scandal, Apparently Cheaters *Do* Winhttps://www.goingconcern.com/in-kpmg-australia-cheating-scandal-apparently-cheaters-do-win/ 32:58 – Why the Metaverse matters to youhttps://www.accountingtoday.com/podcast/why-the-metaverse-matters-to-you 37:49 – What It Will Take for Augmented Reality to Become Our Realityhttps://www.wsj.com/articles/what-it-will-take-for-augmented-reality-to-become-our-reality-11651844452 Law firm says employees can work from home full-time – but only if they take a 20% pay cuthttps://www.cnbc.com/2022/05/05/workers-at-uk-law-firm-to-take-20percent-pay-cut-to-work-from-home-full-time.html 46:38 – Back In My Day, Accountants Had to Walk Uphill Both Ways In the Hot Sun to Get to Work, Says Crotchety Old British Guyhttps://www.goingconcern.com/back-in-my-day-accountants-had-to-walk-uphill-both-ways-in-the-hot-sun-to-get-to-work-says-crotchety-old-british-guy/ 51:41 – Pizza accountant to pay $2M for insider tradinghttps://www.accountingtoday.com/news/ex-dominos-accountant-to-pay-2m-for-insider-trading 55:34 – Stripe Offers Businesses Customer-Account Verification Toolshttps://www.pymnts.com/news/security-and-risk/2022/stripe-offers-businesses-customer-account-verification-tools/ 56:29 – Experiment finds RPA is 745% faster than manual processeshttps://www.accountingtoday.com/news/experiment-finds-rpa-is-745-faster-than-manual-accounting-processesGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: futurefirmaccelerate.comGetW9: getw9.taxAdvisors for Change: https://www.advisorsforchange.com Oh My Fraud: A True Crime Podcast for Accountants: ohmyfraud.comWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com
SponsorsOnPay https://cloudaccountingpodcast.promo/onpayFreshBooks https://cloudaccountingpodcast.promo/freshbooksScribe https://cloudaccountingpodcast.promo/scribeNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsRoyalwise: learn.royalwise.comOh My Fraud: A True Crime Podcast for Accountants: ohmyfraud.comAccounting Podcast Network: https://accountingpodcastnetwork.com/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 Full Transcript Available Upon Request - info@cloudaccountingpodcast.com