Podcasts about intacct

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/

Progressive's George O'Connor and Ian Robertson consider Sage's results and the return of the normal share price path following results. George points to Xero as Sage's rain cloud whilst Ian points to the success of Sage's Intacct offering. Gamma's AGM statement contained comments in the UK market that led to a share price fall, although the progress in Germany is something that the market should not ignore. Tech and defence is discussed – George and Ian reflect on the spoof potential, surely not!

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

SaaStr 789: What to Expect from a New CRO with Kathy Lord, CRO at Zensai and Jason Lemkin, SaaStr CEO and Founder SaaStr CEO and Founder Jason Lemkin sat down with Kathy Lord, CRO of Zensai (and formerly of Intacct), to talk about what CEOs and CROs should really expect from one another, especially in those critical first 90 days. Kathy shares her journey and insights, and together they discuss the critical aspects CEOs and founders should align on when hiring a CRO or VP of Sales, the importance of having a real 90-day plan, and the differences in expectations between a CRO and a VP of Sales. Kathy provides actionable takeaways for ensuring alignment and setting realistic goals while addressing common pitfalls in hiring executive sales roles. This episode is packed with valuable strategies and real-world examples, making it a must-listen for anyone involved in scaling up SaaS companies. -------------------------------------------------------------------------------------------- SaaStr hosts the largest SaaS community events on the planet. Hey everybody - thanks to the 10,000 of you who came out to SaaStr Annual. We had a blast and big news -- we'll be back in MAY of 2025. That's right, the SaaStr Annual will be a bit earlier next year, May 13-15 2025. We'll still be back in the same venue, in the SF bay area at the 40+ acre sprawling san mateo county events center. Grab your tickets at saastrannual.com with code JASON50 for an extra discount on our very best pricing. -------------------------------------------------------------------------------------------- 

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

Jon Reed and Brian Sommer crashed an empty conference room to hash out what they learned at a whirlwind Sage analyst day event. Sage has ambitious plans for AI and automation in finance and beyond. "Eliminating the close" is one way of framing these goals - but is it realistic? Jon gets into Brian's pesky questions from the show, and what he learned. The two also hash out some of Sage's AI pursuits such at the digital fingerprint. It's been years since Sage acquired cloud finance vendor Intacct - now the entire product line is changing, but what does this mean for customers? Note: check out the second shorter companion podcast on the dilemmas facing CFOs and finance leaders.

Jon Reed and Brian Sommer crashed an empty conference room to hash out what they learned at a whirlwind Sage analyst day event. Sage has ambitious plans for AI and automation in finance and beyond. "Eliminating the close" is one way of framing these goals - but is it realistic? Jon gets into Brian's pesky questions from the show, and what he learned. The two also hash out some of Sage's AI pursuits such at the digital fingerprint. It's been years since Sage acquired cloud finance vendor Intacct - now the entire product line is changing, but what does this mean for customers? Note: check out the second shorter companion podcast on the dilemmas facing CFOs and finance leaders.

Artificial intelligence is already transforming the office of the chief financial officer.  Learn from Aaron Harris, co-founder of Intacct, and CTO of Sage, on how Sage is helping finance teams build continuous accounting, assurance, and insights to best automate and scale finance department in well run companies. This podcast is shared from the upcoming Modern SaaS Finance Forum on June 5, 2024 at http://SageSaaS.vFairs.com This virtual event brings together 2,000+ peer SaaS finance leaders, investors, and industry experts with three different tracks (CFO, Controller, and RevOps) to help you build the processes and teams within fast growth SaaS, AI, and high-tech companies to make the big decisions needed to scale and win your market. You can register to listen to one, some, or all of the thirty 20-minute sessions at http://SageSaaS.vFairs.com The Modern SaaS Finance Podcast is created for CFOs, Controllers, FP&A, Revenue Operations, and other members of the finance community in fast growth SaaS companies. We discuss subscription and usage billing models, revenue recognition, SaaS metrics, forecasting and other key functions on driving the cash flow and trajectory of a firm on its path to IPO. Thank you for joining us, and please subscribe to our weekly podcast.

"I value my long-term client relationships and always strive to meet and exceed their expectations by being responsive to their requests, listening to their needs, and providing direct access to other Rehmann advisors.” ~The Rehmann Team, Danielle L. Ambrozy, CPA, MBA, CHBC   Danielle is responsible for providing accounting and tax services to small to large healthcare practices. She specializes in implementing cloud-based accounting solutions, such as bill.com and Intacct, and providing consulting services, including benchmarking, internal controls, and bookkeeping services.   TO CONNECT WITH REHMANN and  Danielle L. Ambrozy, CPA, MBA, CHBC, visit: https://www.rehmann.com/people/danielle-ambrozy/   As a member of Rehmann's healthcare industry group, Danielle works with industry specialists from around the firm to share best practices and develop proactive ideas.   Service Areas   Personal/Corporate tax and accounting QuickBooks accounting Outsourcing and cloud based accounting solutions Accounts receivable analysis Practice operations   Experience   Danielle began her public accounting career in 2011. Her range of experience in the healthcare industry has given her a broad knowledge of internal accounting functions, enabling her to serve as an outsourced controller/CFO for clients in transition. She is a certified QuickBooks ProAdvisor.   A Closer Look   Danielle stays current on industry topics impacting her clients through active participation in the National Society of Certified Healthcare Business Consultants. Danielle has earned the Certified Healthcare Business Consultant (CHBC) designation which demonstrates her understanding of the total healthcare business environment, including both practice and financial management. Danielle is an active member of the Detroit Economic Club Young Leaders, an organization that emphasizes professional development and volunteering in the community.   © Concierge Medicine Today, LLC. ("CMT") All rights reserved.   Disclaimers: All content presented here is for general information purposes only. It is NOT intended to provide medical, legal, professional, accounting or financial advice. No warranties or guarantees are assumed or implied and user(s) releases Concierge Medicine Today, LLC, its agents, representatives, affiliated brands/companies and/or guests from all damages, liability and/or claims. Be advised, some references, companies, individuals, products, services, resources and/or links may be out-of-date. Concierge Medicine Today, LLC does not update content past its release date. User(s) assume all risk and liability with any use of the content as well as third party links. Concierge Medicine Today, LLC., has no formal peer review and, therefore, cannot guarantee the validity of information and/or content contained on its web sites, podcasts, and/or all content it produces or releases. While some of our speakers may be licensed Physicians, they are not your Physician. Please consult your Physician related to anything you may have read or heard or have questions about or call 911. The views, thoughts, and opinions expressed are the speaker's own and do not necessarily represent the views, thoughts, and/or opinions of Concierge Medicine Today, LLC. The "Concierge Medicine Today, LLC" ("CMT") name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific organization, product, or service. Additional disclaimers, releases, terms of use and conditions apply also to the production and/or use of this content, https://conciergemedicinetoday.org/tcpp/.

Chris Tredwell joins regular host Kevin Appleby on the GrowCFO Show. Chris is the Chief Sales Officer at ERP software provider Aqilla. Chris leads GrowCFO's Future of the Finance Function series of webinars and will be presenting the opening keynote at the upcoming Global Finance Summit on 15-16 May 2024. Aqilla is a mid-market, Cloud-based, Accounting / Postmodern ERP solution that sits above well-known entry-level SME products such as Xero, Quickbooks and Sage. It has the capabilities of products like SunSystems (Infor FMS), SAP Business One, Netsuite, Microsoft Dynamics, Intacct and many others but at a fraction of the complexity and cost. Chris and Kevin discussed how AI and automation are rapidly changing the finance function. They talked about the limitations of legacy on-premise accounting software and how modern cloud-based solutions are needed to take advantage of new technologies. Speeding up month-end close remains a challenge for most businesses, and Chris and Kevin believe this is the biggest opportunity for automation in finance. They emphasized the importance of real-time data access and analytics to drive better business decision-making. They also discussed the importance of benchmarking processes, having a single source of truth for data, and focusing on a few key actionable insights rather than excessive data https://youtu.be/llPpRcJtsps Links Chris Tredwell on LinkedIn Kevin Appleby on LinkedIn Aqilla GrowCFO Global Finance Summit Timestamps The Global Finance Summit. (0:11) Cloud-based accounting software for mid-market businesses. (3:25) Modernizing finance software for efficiency and time savings. (9:08) AI in finance, automating tasks and improving accuracy. (13:58) Focussing on real-time data and decision-making. (18:32) Data accuracy and a single source of truth in business reporting. (23:24) Modernizing finance functions with a focus on technology and automation. (28:17) Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favourite podcast app. The GrowCFO show is listed in the Apple podcast directory, Google Podcasts, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars.  Premium members can also access our extensive training centre and CFO Digital Toolkit. You can enrol in our flagship Future CFO or Finance Leader programmes here.  You can find out more and join today at growcfo.net

Chris Holman welcomes back Trey Williams, CPA, President of Maner Costerisan, Lansing, MI, to discuss recent promotions at Maner Costerisan. LANSING, Mich. – Maner Costerisan has announced 11 staff promotions within its award-winning, full-service business consulting, wealth management, technology and public accounting firm. Ten team members have been promoted to manager and Kevin Todd, CPA, EA, USTCP, has been elevated to senior manager. Kevin Todd, CPA, EA, USTCP, was promoted from manager to senior manager in Maner's tax department, where he will focus on tax planning and compliance for individual and for-profit business returns and provide support for federal and state controversy work. Ten team members across five departments received promotions to manager, including: Brendan Baker, CPA, joined Maner Costerisan in 2019 as an intern and started full-time in 2020. He works in the firm's audit department, providing assurance services to Maner's telecommunication, nonprofit and education clients. Kelly Decker started at Maner in 2018 and previously served as an associate in the firm's accounting & outsourced department. Decker works primarily with nonprofit clients and provides foundational accounting-related services. She recently obtained an American Institute of Certified Public Accountants Nonprofit Certification to assist them better. Decker is also a Certified Sage Intacct Implementation Specialist and provides expertise and guidance on software to the firm's Intacct clients. Adam Frost joined Maner Costerisan in 2019 following a merger with Stevens, Kirinovic & Tucker P.C. He works in the firm's accounting & outsourced department, providing accounting and financial support to Maner's government clients. Steven Guipe, CFP®, joined Maner's Wealth Management team as a wealth advisor in 2021. He collaborates with the firm's clients to develop highly personalized and tailored financial plans to help them achieve their goals. Additionally, he successfully completed the multi-step, rigorous certification process and obtained his Certified Financial Planner license (CFP®) in 2023, allowing him to provide clients with expertise in multiple areas. Will Kwiecinski, CPA, works in Maner's tax department, specializing in consolidated returns and affordable housing partnerships with a focus on personal property taxes. Madison Ley, CPA, joined Maner in 2019 after spending time as an accounting clerk at an insurance agency. She works in Maner's accounting & outsourced department, supporting the firm's small and midsize business and nonprofit clients prepare their financials and payroll. Ana Loew, CPA, started at Maner in 2021 and works in the firm's tax department, providing tax services to nonprofit and for-profit clients. She also specializes in guiding organizations through the intricacies of gaining IRS tax-exempt status. Steven Osborn joined Maner in 2016 and previously served as an associate in the firm's audit department. His daily responsibilities include providing audit and assurance services to nonprofit clients. Madison Reavis joined Maner in 2018 and works in the accounting & outsourced department, providing accounting services to the firm's nonprofit clients. She specializes in QuickBooks Desktop and Online and is a certified QuickBooks Online ProAdvisor. Adam Rivera, Internal IT, Operations, has over a decade of internal IT experience. In his new role, he will oversee critical IT projects, and continue to support Maner's internal technology strategy, ensuring its systems are robust, efficient, secure, and forward-thinking. » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/channel/UCqNX… » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Episode #324 of The VentureFizz Podcast features Sameer Gulati, Founder & CEO of Ordway. Sameer loves SaaS and it's for good reason… it is expected that the size of the SaaS market may hit almost $1 trillion by 2030! Yes, the tech industry is having some challenges, but did you know that… even though the evolution to SaaS started 20 something years ago… the adoption of SaaS still only sits at a 36% adoption rate versus traditional on-premise software. There is still such a massive opportunity for growth. Ordway is a billing and revenue automation platform that is specifically designed for today's innovative, technology-centric business models. With Ordway you can automate billing, revenue recognition, and investor KPIs for recurring revenue from subscriptions or usage-based pricing models. The company is venture backed by leading VC firms like CRV, Clocktower Ventures, Lerer Hippeau, and others. In this episode of our podcast, we cover: * A deep conversation around the current state of the SaaS industry and the evolution of pricing models. * Sameer's background story and how he joined one of the first SaaS companies called Intacct which exited for a billion dollars. * Working as part of the early stage team at Workday, Zuora, Zynga, GrubBeat, and Spree Commerce. * How he leveraged his experience in finance and billing software to disrupt the industry and build Ordway, plus all the details on the company. * Why it is a bad idea to over-capitalize your startup. * The importance of being a mission critical application versus a nice-to-have solution. * And so much more.

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

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

Welcome to episode 50 of the Product Market Fit podcast, a show about startups, technology, and growth, for early-stage founders and operators. My guest today is Jenny He, Co-Founder and CEO of Ergeon. The company raised a whopping $53M to finance its mission of transforming the residential construction industry. Fun fact, her co-founder Odysseas Tsatalos co-founded UpWork and Intacct.   This interview lines up very well with last week's episode with the founder of smart-AC, as we dive further into how to build and sell software for industries that are slow to adopt new technologies. Jenny also has a diametrically opposed opinion of remote work to Josh's take as she has built this company remote-first with team members distributed across 49 countries.  She also shared inside baseball on organic growth, testing with payments, and attribution, so grab a notebook and steal these ideas!   Hey, can you believe we're at 50 episodes already?! This has been such an amazing journey so far and I want to thank each and every one of you for listening and supporting me. I am truly grateful and can't wait to bring you the next 50 amazing interviews with founders and changemakers.  As I round this milestone, I'm thinking of ways to improve the pod, so if you've got any feedback on what you like, what you don't like, or suggestions I'd love to hear them! Contact info below

Aaron Harris is featured in Episode #104 of Underserved. As a kid in the woods of Vermont, Aaron still found a way to plug into technology. A classmate at BYU convinced him to switch majors from CS to Accounting for undergrad, then to get a Masters in IS. This unique combination suited him well, landing him at a Big 6 when there were still 6 of them, and later to an accounting software startup called Intacct as it took off. Aaron has led their technology group for over 20 years, and now Intacct is a part of Sage where he oversees all global development. Building a massively multi-tenant system from scratch has taught him a lot of lessons along the way, which he shares in this episode.   Aaron on LinkedIn - https://www.linkedin.com/in/aaron-harris-7407b2/    Aaron Harris in Diginomica - https://diginomica.com/are-we-ready-profound-impact-generative-ai-accounting-and-finance-heres-what-lies-ahead Sage - https://www.sage.com/en-us/home-1-dark/   Ann Winblad - https://www.linkedin.com/in/annwinblad/   Dunkin Donuts ad - Time to make the donuts - https://www.youtube.com/watch?v=I1e4qhHOIQA 

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

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

Finance leader Mary Kauffman shares her journey through traditional accounting at Deloitte to companies like Facebook, OpenSea, and crypto startup Lightspark. She discusses the intricacies of crypto accounting, how enterprises should approach crypto, and her career advice for accountants interested in working on crypto projects.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 CPEConnect with Marylinkedin.com/in/mary-kauffman-b650807a/lightspark.comConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhitebitwave.io/Connect with Trevorlinkedin.com/in/trevorwardcpa/bitwave.io/Follow 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! (00:34) - Welcome Mary to the show (02:02) - Background of Mary Kauffman (10:45) - What hard technical accounting problems have you encountered? (12:18) - Did you have any issues or questions that came up when looking at deferred revenue? (13:40) - What challenges from an audit perspective were occurring when accounting with digital assets? (17:07) - What is interesting in NFTs right now and what's it going to take to get us there? (22:24) - What is wrong with today's payment infrastructure in crypto? (30:15) - What is the Lightning Network and what does Light Spark do? (41:10) - Let's talk streaming payments (50:46) - If you could share one message with enterprises that are exploring the use of blockchain and digital assets. What would it be? (52:35) - What advice do you have for accountants interested in crypto accounting (54:18) - Where can you find Mary?

Blockchain is far more than crypto! We interviewed Niamh O'Connell of Casper Labs about how enterprises can take advantage of blockchain for data integrity, automation, transparency and more. We discussed supply chain, healthcare, financial services use cases and why combining blockchain and AI makes sense.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 CPEConnect with Niamhlinkedin.com/in/niamhoconnell1http://casperlabs.ioConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhitebitwave.io/Connect with Trevorlinkedin.com/in/trevorwardcpa/bitwave.io/Follow 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! (00:33) - Welcome Niamh to the show (01:53) - Can you tell us a little about Casper Labs (03:44) - What specific problems is Casper solving? (06:12) - Can you explain a little more of the mechanics of being both public and private? (07:12) - What are some examples of the use cases for this? (08:08) - Quick 101 on smart contracts (12:17) - Can you tell us about some customers and what they've built on Casper? (15:30) - Why would someone want to tokenize a lease agreement? (17:08) - How should businesses think about network types? (21:20) - How do the economics work with these hybrid blockchains? (24:26) - Does Casper focus more on one side than the other? Permissioned vs permissionless (26:12) - How does Casper approach the common blockchain trilemma (33:38) - How are you seeing businesses use NFT's? (37:00) - What are you thoughts on the broader crypto market? (38:46) - Are you seeing anything interesting in the AI and blockchain space? (45:18) - Final thoughts and where to reach Niamh and Casper Labs

Pat White and Trevor Ward chat with crypto expert Libby Schultz about the evolution of digital assets from gaming microtransactions to NFTs, the regulatory challenges facing the crypto industry, and Libby's upcoming sci-fi book exploring the future of crypto and blockchain technology. They discuss the SEC lawsuits against Coinbase and Binance, tips for accountants entering the web3 space, and the launch of Bitwave University.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 CPEConnect with Libbylinkedin.com/in/ekschultzhttps://linktr.ee/fintechfairyConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhitebitwave.io/Connect with Trevorlinkedin.com/in/trevorwardcpa/bitwave.io/Follow 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! (00:00) - Welcome Libby to the show and some of her background (01:51) - What got you into crypto? (06:49) - Is there a future with micro-transactions in crypto? (11:42) - How does accounting work for micro-transactions in the gaming industry? (18:30) - What has changed with micro-transactions over the years? (34:11) - What is an NFT? (35:47) - Wha other projects have you worked on? (42:02) - What are your thoughts on the SEC lawsuits towards Binance and Coinbase? (50:41) - What are some practical tips for accountants looking to get into Web3? (53:59) - What prompted to Libby create courses for Bitwave University? (56:04) - What is Libby's new book about and where to reach her?

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

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

Pat and Rafael dive into Bitwave's recent blog post about "must have" features crypto accounting software should contain in order to ensure compliance with the Financial Accounting Standards Board's (FASB) proposed new accounting rules for organizations holding crypto and digital assets.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) - Crypto With Accountants Episode 03 (00:20) - Introduction and what this episode will cover (03:16) - Implementation and customer success (10:43) - What Multi Subsidiary can provide customers (12:38) - Why the "Banking hours" has no correlation with Cryptocurrencies (17:18) - Why is FP&A so important to Crypto? (25:47) - How money is sensitive in the blockchain world? (34:59) - Expense Reporting (41:00) - Security in the crypto world (44:11) - NFT Paris Connect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcast on Social Mediafacebook.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

Nick Sanschagrin, the Head of Institutions and DeFi with Chainstack.com, joins Rafael Casas and Patrick White, to discuss unlocking the potential of crypto with custodianship, security, and segregation of duties. They also discuss how has the crypto-custodianship landscape changed over time, and the implications the FTX debacle has for institutional adoption of crypto.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 CPELinks mentioned in this episodeThe Enterprise Digital Asset SummitChaptersConnect with Patlinkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWFollow the Crypto With Accountants Podcast on Social Mediafacebook.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 MediaFull transcript available upon request.

Special guest Ron Quaranta joins Rafael Casas and Patrick White to kick off the first episode of the Crypto With Accountants podcast. They cover the early history of fintech, emergence or crypto, and the creation of a trade association - Wall Street Blockchain Alliance. Pat also predicts what he thinks will be the hot crypto trend in summer 2023... Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episodeCheckout the Bitwave channel on Earmark to get even more CPELinks mentioned in this episodeWall Street Blockchain Alliance The Enterprise Digital Asset SummitChapters(00:00) - Introduction and some background on Pat and Ron (04:21) - Accountants today are very innovative (07:42) - Bitwave's first major partners were small sole proprietors (09:32) - Ron, how did you get into the crypto space? (16:51) - What is the WSBA Digital Asset Industry Principles Initiative (20:35) - Old phrases and bridging the current world with the wolrd we're trying to get to (29:15) - How martial arts lessons translate to business and life (35:03) - What's going to happen with with the regulatory enviornment with crypto? (46:10) - Transparency in crypto will transfer to banks as well (49:48) - What is currently inspiring you in this space? (54:31) - FTX had nothing to do with crypto? (56:10) - Wrap up and where to reach Ron & find out more about Bitwave Connect with Pat linkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWLeave a review on Apple Podcasts or PodchaserFollow the Crypto With Accountants Podcast on Social Mediafacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodSubscribe to the Crypto With Accountants Podcast in your favorite podcast app!This podcast is a production of the Earmark MediaFull transcript available upon request.

Accountants and financial professionals stay ahead of the curve in the ever-changing world of digital assets, cryptocurrencies, NFTs, DeFi, and other blockchain-based technologies. Your hosts Rafael Casas and Patrick White will be your guides into the debits and credits of crypto accounting…. providing you with quality insights, from experienced industry experts, on topics like impairment, DeFi accounting, crypto tax tracking, and more.Follow the Crypto With Accountants Podcast on Social MediaGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Follow the Crypto With Accountants Podcast on Social Mediafacebook.com/CryptoAcctsPodtwitter.com/CryptoAcctsPodlinkedin.com/showcase/cryptoacctspodConnect with the Pat linkedin.com/in/patwhitetwitter.com/patwhiteConnect with Rafaellinkedin.com/in/rafaelcasastwitter.com/RafaelCasasBWLeave 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 MediaFull transcript available upon request.

AccountingWEB's technology editor Tom Herbert spoke with Sage CTO Aaron Harris and Sage Intacct product VP Dan Miller to discuss announcements made at the company's annual Transform event and Sage's plans for the future. Prior to Intacct being bought by Sage in 2017, this conference was the cloud midmarket vendor's annual showpiece and is now used by Sage to highlight new features and innovations across its platform - but still with an emphasis on Intacct, as it's a huge part of the company's growth plans. There were plenty of announcements made at the show, including increased investment in the Intacct product, enhanced integration with Microsoft tools and news that Sage has acquired carbon accounting solution Spherics. To cover these and Sage's plans for the future I spoke with two of the company's senior executives, Sage chief technology officer Aaron Harris and Sage Intacct's vice president of product management Dan Miller. To read the stories discussed in this podcast go to: https://www.accountingweb.co.uk/content/no-accounting-for-tech-ep5-sage-transform-2022

SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayZoho - https://cloudaccountingpodcast.promo/zohoFreshBooks -  https://cloudaccountingpodcast.promo/freshbooksNeed 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 YouTube: https://www.youtube.com/c/CloudAccountingPodcast 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

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

Financial management can make or break a business. Any business undertaking attempted without taking cost drivers, growth prospects, and value realization goals, among other critical factors, into account is leaving a big, wide door open to problems.Jack Boyles, Managing Director at Marcum LLP, understands this perfectly well. With his extensive experience in financial planning and modeling, valuations, and funding strategies, Jack keeps a trained eye on both the micro and macro factors that influence today's rapidly evolving financial services sector.In this episode of The Modern CFO, Jack talks with host Andrew Seski about critical factors to consider for growing companies, how he deals with the unexpected, and the valuable lessons he learned over his 25-year-long career as founder, investor, and CFO of several companies.‍‍Show Links Check out Marcum LLP Connect with Jack Boyles on LinkedIn or via email Check out Nth Round Connect with Andrew Seski on LinkedIn ‍TranscriptPlease note that the transcript is AI-generated and may contain errors. The content in the podcast is not intended as investment advice, and is meant for informational and entertainment purposes only.‍‍[00:00:00] Andrew Seski: Hello everyone and welcome back to The Modern CFO podcast. As always, I'm your host, Andrew Seski. Today, we're joined by Jack Boyles. Jack, thank you so much for being here. [00:00:19] Jack Boyles: Thank you. I'm looking forward to our conversation. I reviewed a number of your other podcasts. They're all great and I learned something in each one.[00:00:25] Andrew Seski: So today, Jack serves as CFO at Marcum. Jack's based in Boston and has been a CFO across a number of industries and is insatiable when it comes to learning new things, trying new industries. [00:00:38] But one of the things that we've been talking about, maybe ad nauseam, but between us is the idea that maybe there is a certain time and place where CFOs can have their biggest impact at, you know, either a type of financing, an industry, and maybe CFOs shouldn't necessarily grow across all stages and all different types of industries. Maybe they should be specialized and maybe there is a time and place for that CFO who can drive the most value. [00:01:05] So this is a topic I really want to dive into and really dig our teeth into because Jack has such a unique vantage point, serving his entire career really honing in on this idea. So Jack, I got to turn it over to you to tease out some of the value and insights here on sort of that topic and whatever else we can foray into across all of the experiences you had as a CFO.[00:01:26] Jack Boyles: Thanks for the great introduction. Yeah, I'm not CFO of Marcum — number one. Marcum has a group of consulting CFOs and so I now work with roughly a half-dozen small and medium-sized companies as a fractional CFO. Prior to that, I've been CFO of a number of companies in which I was founder, investor, angel, and always had a CFO title in a wide variety of verticals — distribution and logistics, software manufacturing, IT services, natural resources. [00:01:57] And right now my portfolio includes a SaaS company — a company working on carbon credits with blockchain — and another marketplace for health services. So, you know, it's a pretty broad spectrum and I've enjoyed it because there has been a number of learning opportunities. [00:02:14] But returning to your theme, I found I'm really good at the five million to 50 million-dollar service orientation companies. And I've realized that that's where I can add the most value. I'm not somebody who can take a company public, although I've sold a number of companies to Fortune 500 companies. But it's really recognizing there are different skill sets for those by both vertical and by size of company, if you will, the capital intensity and sort of the economic structure underlying the business.[00:02:45] So I can break down those and, you know, they're all interesting problems, but it's really a different skill set for each one of them. And you need to manage differently as that, you know, financially-oriented team member. [00:02:58] Andrew Seski: In terms of where some of this interest comes from from my end is the fundraising environment over the last few years dramatically changing in the last few months. So what may have been, you know, a company doing five to 10 million then that could have been valued, and maybe in the software land, maybe even at a hundred X multiples at one point, just an absolute crazy valuation and fundraising environment to, you know, a very, very immediate, almost shift in going from, you know, pure growth orientation to conservative cost cutting, you know, headcount reduction. And I think the question there stems not only just from where the CFO can be the most valuable in their niche and their competency, but also how to weather the volatility of different market cycles. [00:03:42] And there are a lot of variables to play with here so I really like your answer that the CFO can be really valuable by identifying their impact in a niche due to all of the other market environments and volatility in the markets that could, you know, shift strategy and financial strategies that a company may pursue.[00:03:58] Jack Boyles: Well, you're shining a spotlight on, you know, certainly what is the most critical thing for growing companies, which is, do they have access to capital? And is it the right capital on the right terms and in the right timing? You know, obviously, you progress from family and friends to seed rounds, to Series A and up. [00:04:17] But it's really more important, or the starting point for that analysis is really, what's driving the need for cash? Is it building your organization? Is it financing working capital? Is it plant and equipment expansion? Is it building relationships that you need to invest in? So really understanding from a, what I would call a fairly granular level, what are the cost and capital drivers in your business and really internalizing that, that economic, that, you know, the calculus of the business, because that's gonna tell you what kind of capital you need and where to go knocking on the door. It's seldom the case that you're gonna be the first guy knocking on that door, but making sure that they understand your economic model is critical.[00:04:59] And so to narrow your field down on who you're focusing on and what you're offering and making sure, I mean, whether you look at PitchBook or anything else, it's fairly easy to qualify those people and what their investment criteria are. Most firms are very upfront about what they invest in and there's nothing wrong with reaching. But there's also economy and wisdom and finding people who've done your deal before with like competitors because they understand it. They get it. Whether you consider that investor a bank or a venture capital or a family office, find people who have done it before. They're gonna bring more knowledge to the deal — in the one they do because they are always seeking to be better. Their due diligence will be a lot more efficient and helpful to you.[00:05:43] Andrew Seski: So I want to dive into something that comes up on most podcasts. When we talk about people's route to CFO roles, there's a very traditional background of accounting courses throughout undergrad and maybe a consulting job or a Big Four role. We've had a mix between a very traditional and maybe some nontraditional of serving in the Navy. And I want to go back in time to Dartmouth undergrad and leaving school. What was your, some of those first roles? Did you have sort of a traditional background? Because I want to then kind of hit on all the successes you've had because you have a pretty incredible track record as well. [00:06:19] Jack Boyles: Not at all. I got an MBA at Dartmouth and I was something of a quant jock having a mathematics degree and liking computers, which was kind of a new thing then. And, you know, took all the accounting courses. And when I got close to what the careers looked like with the Big Eight — and there were eight at that time — versus the other things that were out there, I chose consulting. [00:06:41] I joined a firm, Temple, Barker & Sloan, in Boston, worked with them for years. And candidly, they liked me because I spoke business and I could write Fortran. Those were the qualifications. And so I ended up doing most of the financial modeling on a broad range of projects and really, you know, got to be known as something of a guru in figuring out the economics in how to simplify them to the important details. I mean, that's an important notion. [00:07:07] Getting a level of detail right is sometimes the hardest thing to do right in making a projection. Too detailed — you can't maintain it, change it, and it's not useful as a policymaking tool. Too macro — it's not informing you on what the really important relationships are between the resources and their results in a business.[00:07:28] I did that for a number of years, worked across telecommunications, oil and gas, resource recovery, some consumer products, and then got tired of working for big companies because, you know, you were kind of siloed. And so when I looked over my years in consulting, the fun companies were all small and growing. That made the choice easy. So I went off on my own and one after another, you know, lived out that dream. [00:07:53] Andrew Seski: So you've mentioned early on that you are really passionate about continuous learning. And I think you probably identified consulting as one of those ways to be very, very oriented to try to be a value adder early on in your career but also across a lot of different industries so that you can continue to learn. It's very clear that you maintain that theme by being able to have a similar job title across all of these different types of firms.[00:08:18] But how are you thinking about that in terms of some of the risk profile of — I think there are a lot of CFOs who have probably fairly, just a pretty well-defined risk adversity — but going from big consulting shop to smaller firms to deploy some of that knowledge, did that phase you at all or were you pretty comfortable in those positions? [00:08:37] Jack Boyles: My wife didn't ask a lot of questions about what I was doing. So honestly, I was blessed with somebody who was very supportive and understanding and had confidence that I could make it work, whatever I chose to do. And she's, you know, she's been half-right.[00:08:52] Andrew Seski: Well, let's start talking about some of the consistent themes across these CFO roles because you do have a lot of experience in successful exits. Like I mentioned, your track record is incredible. So I want to dive into some of the themes and valuable lessons that we can share to the network of CFOs and listeners today.[00:09:11] And maybe it starts with the kind of continuous learning aspect of always trying to drive forward continuous learning. Maybe it's the definition of what a modern CFO is across being somebody who's really proficient in understanding and measuring the value of technology versus maybe opportunity cost. So were there any things that stood out really early in your career that were cemented later across some of the more successful exits that you've had?[00:09:40] Jack Boyles: I think one of the most important things to do is not overestimate your team's understanding of what the CFO is really supposed to do. And I think it's really helpful when engaging, you know, with a new team to lay out, you know, your assessment of what the roadmap is and what the principle projects are, the priorities, timing, and resource required for them. [00:10:02] Above all, we have to be good project managers. Yes, we have to have the financial disciplines and understand how to put financial statements together and make intelligent decisions about IT, infrastructure, and risk mitigation, and so forth. But really laying out that roadmap for your team members and really saying, "These are the things I own," "These are the things I need your support with." And don't assume that they really understand what the role is and how integrating it needs to be in how the business develops. [00:10:33] You know, the CFO should really take responsibility for building the infrastructure to support the vision of the people who are creating the products and services and the technologists in this day and age that are driving it forward. But to really confirm their understanding of your role, the need for detail, the need to measure what they're doing and provide regular feedback in particular that monitors their progress against their objectives. So to me, that's a lesson I learned over and over again and every time I skip it, it's like, how did I miss that? It's just, I thought I had learned that lesson the last time. And that's critical whether it's, you know, regardless of what industry you're in. [00:11:12] You mentioned the other thing about the thing that keeps me motivated. You know, one of the things that happens at business school and when you're a math major is you acquire all these analytical techniques and tools. You know, I'm really in the business of, you know, old tools for new problems. And so when somebody talks to me about security policy — huge issue for most companies today in the security, you know, whether it's compliance with GDPR or SOX to any of those issues — you know, you don't hear anybody talking about applying Bayesian analysis to that, which is, we all know the technique, but use that framework to structure the decision, to add quantitative data and substance where you can, but also understand, you know, what you're not gonna know and is undiscoverable and be able to make decisions. [00:11:59] You know, the role of a CFO if they're effective with not only the preparation of financials but can adapt that data to the decision making that's in front of them — that's critical. That's a valuable, valuable partner in your decision-making process. Not that they don't get a vote — they do and should have a vote — but the reality is making sure we've chosen the right analytical framework and context for the problem, understand what we know, what we don't know, what's worth researching, and how much time and resources are we willing to spend to improve the decision. Critical thing. And it cuts through a lot of the maxims you hear from one CFEO or, you know, one entrepreneur or the other, speed is everything in one case, fail fast. You hear all these things, but putting it in structure and putting numbers to it really helps you apply those lessons in a very focused and constructive way.[00:12:54] Andrew Seski: I want to continue to talk about this just for a moment because we've had now the pandemic. It looks like we already have a looming recession. When we talk about constructing sort of traditional models with a little bit of leeway and communicating out, you know, exactly what the role of the CFO is, how do you create and think, or how do you personally think about how to create some sort of, you know, configurability around circumstances changing and some sort of flexibility in terms of, you know, creating the models that would be able to handle, you know, some of the maybe more unforeseen types of events that we've had in the last few years?[00:13:29] Jack Boyles: Oh. [00:13:30] Andrew Seski: It's a complex question. [00:13:32] Jack Boyles: Well, I mean, you know, there's great literature on that over the past 10 years, starting with The Black Swan and the work of The Undoing Project, which is about people, you know, two psychologists won the Nobel Prize in economy and economics for really undoing capital markets theory, is what they did, and sort of challenge some of the basics of, you know, thinking fast and thinking slow, which is Daniel Kahneman's famous book. [00:13:59] Andrew Seski: Is Undoing, is that a Michael Lewis? [00:14:01] Jack Boyles: Yes. The Undoing Project is the story of Kahneman and his partner that led to the Nobel Prize. Kahneman, you know, his partner died in this research, but Kahneman continues to write and is still very influential about thinking about how decisions are made and what we, what we just assume and make decisions on every day, which needs to be tested, which is sort of at the root of these unforeseen things that nobody saw coming. [00:14:29] I'll segue back to something I raised earlier: security issues today. You know, when you ask Amazon and you've moved all your stuff to their cloud services, you know, what are you gonna do to make sure we never fail? And they say, you're making an assumption that we're not gonna fail sometime. Assume that the network's gonna go down at some point. That's a real risk. How are you gonna handle it? We can't provide that guarantee. I think about risk in that way, which is I really do carefully consider obsolescence risk of products and services. That's particularly relevant today given the pace of technological innovation and disruption going on. [00:15:05] I think, you know, we have to think very carefully in most businesses. The current clients that I have are not really geared in doing flexible planning regarding the likely wage expectations of, you know, anybody they're hiring. You know, it's not just the commission you pay a recruiter. It's the fact that the basic wages are gonna be 10% higher. So really working through at a fairly, you know, a mid-granular level, which is wages, resources, regulation can change and fundamentally alter the nature of competition in your vertical competitors themselves as well as new products and services. And I think you just have to be structured about that and really be honest. [00:15:47] People wave a hand at it by saying we've got very strong customer relationships. Well, yeah, maybe you do. I can look back and see what the recurring revenue is per customer and I'm not sure what that tells me, you know, given the threats to their business, the threats of competitors, you know, this is a free market capital society. They're gonna earn money for their shareholders and do what they think is right for them. You really have to be very circumspect about placing too much reliance on those strong customer relationships that you've had forever and even the legal contracts underneath them. I tend to be a skeptic when it comes to that.[00:16:26] Andrew Seski: Right. Having a really, really specific understanding of stakeholders, you know, not just your stakeholders but their stakeholders and, you know, whether that's their investors, the shareholders, employee owners, you know, the things that affect their businesses and your clients' businesses as well.[00:16:40] Jack Boyles: Everybody at the table.[00:16:42] Andrew Seski: Everyone at the table.[00:16:43] Jack Boyles: Everybody at the table has alternatives and it's important to understand that you can't, you know, neglect any of them and because whether it's your circumstances or their circumstances that changes dramatically, you both have to re-examine the relationship and be prepared for it.[00:16:59] Andrew Seski: One of the things we were talking about just before we started recording were some big shifts that have taken place in terms of where financial data is stored, maybe the, like sort of the future of the CFO role. And I want to touch on some of that because I think it'll reframe some of the conversation into what we can think about in terms of strategic planning in the next three to five years or even zooming out further with more innovative technologies. You mentioned you had a blockchain company that you're working with doing carbon credit so you're hitting two major themes that, even in the news right now around climate change and government funding, some new climate initiatives.[00:17:35] So I want to zoom out a little bit and talk about some of the macro things that have happened in terms of where technology and financial services have intersected, especially in the role of the CFO. [00:17:45] Jack Boyles: My perspective is if you look back over 50 years, there have been three or four major events that wholly changed the way finance was supported within companies, starting with the creation of ADP. When Frank Wattenberg created that company back in the sixties, nobody dreamed that you'd ever have the confidence to outsource the most confidential data you had, which is the compensation of your employees. You know, 10 years later, you were considered inefficient and backwards if you weren't using an outsourcer to manage the payroll processing problem. They did it better. They did it more competently. They were well-equipped to keep pace with a compliance requirements that constantly changed. Looking back, it was like, why didn't we do that earlier? [00:18:29] A couple years later, we moved from big, secure IBM mainframes to running our financials on little local area networks everywhere that rolled up. It was a revolution from having to have a mini computer, a mainframe to process your financial data or, worse yet, do a lot of it manually. That happened, you know, overnight. We all changed again with the year 2000 worries and upgraded all of our technology. [00:18:58] The last thing that happened was the move to the cloud. In 2015, I remember talking to financial partners about, you know, was anybody else contemplating moving their accounting onto these crazy platforms, NetSuite and Intacct? Not a one. I talked to a dozen companies. Not a one. Three years later, they were behind the eight ball if they weren't in that project. And now you have to have a very stable, very small business if you haven't moved your financials to the cloud, whether it's on Oracle or SAP or Intacct or NetSuite or QuickBooks Online. [00:19:34] And I predict the next, you know, role to change is the CFO. I think that the reality is the breadth of skills that a CFO had to bring 20 years ago is irrelevant today, largely. You know, the person you want in that role has great familiarity with the vertical, has great familiarity and comfort with the size of company — how many people, what's the size of the management team. You work entirely different if you're in a C-suite of a Fortune 500 than if you're one of three people running a 50-million-dollar company and you have very intimate and intense relationships with the other members of that C-suite. [00:20:13] So I think that's going to change and you're going to find, you know, CFOs, particularly for growing companies, change more often. Somebody who's really good from startup to 10 million. Somebody else has a different skillset from 10 to a hundred million, and you need somebody else for the IPO. They're different skillsets. You know, the lower you go, the broader range of skills you have to marshal and more hats you have to wear as you go up the chain, you become more of a manager and in public relations role. [00:20:46] So within the sectors that I serve, I find that it's as important for me to be able to source critical services, whether it's in IT, professional services, legal accounting, insurance, or other specialty services, whether it's R&D tax credits, 401(k) advisory work, issues of that nature. So I'm, you know, a third sourcing agent for all the professional services, a third, you know, controller, whatever accounting hat I have to wear. And third really business planner partner to the other executives. [00:21:20] Andrew Seski: So that's really helpful in terms of contextualizing all of the dynamic requirements of the CFO today. And I think it's really helpful to look backwards before looking forward. One of the things I want to segue slightly into — maybe it's more consistent or maybe it's even changing now because of everything that is more standardized and in the cloud — but I want to talk about liquidity and exits and relationship with CEOs. [00:21:45] You've had a number of exits and I'm trying to decide if I have an opinion whether or not transactions will always be complicated. You're always gonna need to bring all of the stakeholders we've mentioned into the same room to hash through details and figure out what's best for buyers and sellers. And while there might be some standardization, there's still a ton of human-level emotion behind, you know, exits. [00:22:09] So I want to know if there's been any sort of intersection between the efficiency of due diligence and exit planning. Has technology influenced all of that or is it still highly manual? A little emotional as always in building great companies and maybe having an exit, but it'd be a fun thing to think through and talk about because it's been a hard few years. I think the number of transactions that happened in the last few years have probably been off the charts. In the early 2020, I think 2020, there was record number of IPOs, first half of the year. So just thinking through that, I would love to hear either stories or lessons learned or, you know, your perspective on whether or not you think technology's gonna impact liquidity and exits. [00:22:50] Jack Boyles: Well, I think two things. In terms of the mechanics of it, you know, the progress in deal rooms and standard terms and analytical tools to look and value companies is extraordinary today. The tools at our disposal to do financial analysis have never been better. I think the hidden value of the technology isn't just the deal room and the ability to communicate better. I think you also find that people who've done a number of transactions are starting to put more and more emphasis on what are the fundamental infrastructure systems that are in place. [00:23:25] If I'm buying a company that's using the same systems I do, hallelujah. My transaction implementation cost have been cut by two-thirds. I'm not retraining their staff. I'm not reinventing the wheel. I'm doing some data cleanup at consolidation. So if you're a small company or mid-size company with a view towards being bought or buying others, choosing an industry standard platform for your ERP is critical, you know, that's not customized. It greatly simplifies and ensures the success of a transaction because it means you spend, you know, two months integrating operations rather than a year. Time is of the essence in these transactions. [00:24:07] And I think we're gonna go into a phase, particularly with, if we are in fact in recession and are likely to see a number of quarters and the capital pools are gonna dry up or be constraints fundamental, I think you're gonna see a wave of consolidations among these companies and that's gonna be their choice, either sell their IP and their customer lists if they're just technologists or go out of business because I don't think the subsequent rounds that were readily available two years ago are gonna be coming as quick or be as favorable in terms of valuations. [00:24:40] So when you look at the, you know, how the worm's turning, I would urge mid-size companies, who are revenue, you know, have profitability, positive cash flow, to really think about who are the comparable and natural acquirers for them. Chances are those companies, if they need to exit or thinking about it, they probably know who their acquirer is. And I would in some cases that, you know, urge them to have those conversations before they engage in investment banker because we're all looking at the same two-year outlook, which is highly uncertain in terms of both economic environment, as well as the availability of capital. And I'd plan for that. [00:25:20] In most cases, you know, companies that are consolidating in some form, they already know who the players are. And they know, and they're very thoughtful and intentional about what they're gonna look like to facilitate that and remove obstacles to combinations. [00:25:35] Andrew Seski: So just thinking from an investor's standpoint and from a founder's standpoint, I think in the next three to five years, there's kind of a double-edged sword here. I think on one hand, there's some excitement around if there is a downturn and money is being spent more strategically and maybe a little less out of fear of missing out on opportunities than there is that shakeup where really there could be some market dominators, if they can survive a downturn and really capture a big part of the market share in their industries.[00:26:07] So I think that is somewhat exciting to see the shakeup. It's probably nerve-racking as well for both investors and founders in the same vein. But I was gonna ask if you were really excited about anything on that kind of time horizon. I know we just mentioned the next two years feel very uncertain. But just from all these different perspectives, I was thinking it might be unique to hear what you might be excited about in the next three to five.[00:26:30] Jack Boyles: Personally, I think, you know, the whole promise of blockchain technology, in particular smart contracts, is really going to change finance in very fundamental ways that most people don't grasp yet. When I consider simple things that we had, you know, trade finance, importing goods from another country where it used to be a long, drawn-out procedure with very strict guidelines for the documentation and a very globally revered process for clearing payments and managing the transport of goods. That's a blockchain transaction. That's a smart contract today and it's collapsing.[00:27:05] Well, you know, that's, those same technologies are gonna influence lots of things in the finance world. And so I honestly see financial organizations changing dramatically. So individually as somebody who's working with small companies as a finance guy, I find that very exciting to anticipate those changes because it'll be as important as outsourcing payroll and moving your financials to the cloud and fractionalizing your CFO. It's really gonna change the way things work. [00:27:34] And the, to me, the biggest question is, it's not "if," it's "when." Is it, it could be two years. It could be five years. It could be seven. I'm not smart enough to know what the obstacles to adoption are. Oh, maybe I do. Yeah, I'm guessing it'll be government.[00:27:48] Andrew Seski: Well, I think there are a ton of regulatory pushes being made like, as we speak, basically. But I'm glad to see that a lot of the blockchain applications that are catching some traction are around decentralized finance. It's a really hard problem to solve. But there are a lot of people trying to put certain blockchain applications out there where it's sort of a square peg in a round hole. It's a more natural fit, I think, in a lot of the legalese of smart contracts being digitized. So I'm also looking forward to that. [00:28:17] I always ask whether or not you feel something is, you know, maybe undervalued or underestimated in the world from your vantage point. I know we've touched on a lot of big themes across innovative technology, across the changing role of the CFO. But just wanted to give you the opportunity if you wanted to take the conversation in really any direction where you just feel that people may not fully appreciate something that's more clear to you given all of your industry experience. [00:28:45] Jack Boyles: This is hard for somebody who's a numbers guy to say, but the proper functioning of teams is more important than I ever wanted to admit, you know, as I chose to be a math major and then went, you know, focused on quantitative things in my consulting career. And I think COVID and virtualization of so many organizations, I think there'll be another library filled with the books consultants write in three to five years about what separates those companies that did that well and knew how to bring back and re-engage their workforce. [00:29:18] The successful company that, you know, that we write about five years from now is not the one that said, well, you know, starting 2023, you've gotta spend two days a week in the office. They're gonna be a lot more sensitive to it. They're gonna be a lot more, they'll learn a lot more from how the teams functioned during COVID and immediately thereafter and they'll figure it out. And that's gonna separate the real winners and the teams that have, you know, long-term, excess profitability, and market valuations, and all of those other good things from the rest. Because once you can do that, you're accessing a global workforce, which means you can, you know, do a much better job optimizing, you know, targeted recruiting at the best cost. You'll find centers of excellence and be able to tap into them much more rapidly than a firm that's constrained and tied into some old HR, you know, notions of how this should work. [00:30:11] So I can't predict who those companies are, but that's what I'm watching very carefully. What are the innovative companies doing when it comes to how they manage their workforce, how they reward their workforce now that we've broken the model that says you show up in the same place every day. [00:30:27] And you know, certain industries are, certain companies, those that process medical claims, for example, have led in sort of, well, we don't have to do this in New York City; we can do it in Upstate New York. Or, you know, there are lots of examples of people that have taken a function and done it well, but it tends to be a very routine function and it tends to be easily supported remotely.[00:30:50] You know, the last two years gave us an opportunity to blow everything up and try new models. As somebody who's enjoyed a business career and continues to enjoy seeing what's coming, I'm really looking forward to seeing who the winners are in that race. [00:31:04] Andrew Seski: Yeah, absolutely. I was curious if you, I know you've been somebody over the course of your career who's continuously pushing the envelope on trying to find whatever is on the horizon. I'm curious as to if there are any unique sources that you look to. I mean, I've mentioned on other podcasts, I still get a physical Wall Street Journal. I'm very careful on how I curate social media and how I get news. And it's, you can just so easily be bombarded. I'm curious as to how you curate what you receive or if there are any kind of unique ways that you go seek out information or book recommendations. [00:31:38] And I only ask because Nth Round just launched a newsfeed because we are the same way. Everyone on our team has such unique access to really different types of news and we consolidate it and try to, you know, just showcase what we're thinking about that we think is interesting. It's always kind of a really unique niche between finance, technology, regulation, but it's important to us. And it's just a really interesting mix of news. So I'm just kind of curious as to, you know, as you look to your next revolution of Web3 and blockchain and everything that's happening in the world of technology and finance and regulation, kind of how you're sifting through, you know, the huge amount of content.[00:32:16] Jack Boyles: You know, honestly, we're drinking from a fire hydrant right now.[00:32:20] Andrew Seski: Absolutely. [00:32:21] Jack Boyles: I mean, just, you know, there's so much new technology and I've never prided myself as someone who can create technology. But I've always thought I was pretty good at seeing its applications and where I could really have a role. So having said that, you know, I do scan, I love to listen to a16z podcast. They always seem to be ahead of the curve in terms of identifying a technology and sort of what the fundamental economics are that are gonna, you know, lead to mass adoption. So I find that to be a great source of ideas in thinking about what's coming next. [00:32:54] Myself, I tend to go to raw data. Who is the ex-CEO of Microsoft, not Bill Gates' successor. Who's created a, you know, an American facts database. So I'll open the phone book, essentially, of facts — the Census Bureau, the tax rolls, you know, Bureau of Labor and Statistics — and look at something that may, you know, based on the idea that there's a new technology, say, well, if this applies to plumbers, how many plumbers are there in the world? You know, where are they, what do they do? Really understanding, sort of not trying to solve a global, you know, moonshot problem, but is there a problem everybody has in their household every day that this widget, this service might address? [00:33:37] To me, I am a low-hanging fruit guy. So if there's a problem that says, you know, there was really a better mouse trap, I'd be all over it because I can estimate how many mice there are and think about the problems of addressing that problem. So that's kind of how I think about things. [00:33:54] I do have an example. I ran into a company that was doing field service in electronic repairs. I looked at it and said, well, there's 300 or 400 companies you have to maintain relationships with for warranties. And there's four to 5,000 of you guys across the nation. And there's only one national player? That doesn't seem right. There's an arbitrage. There's a roll up here. [00:34:14] So to me, that was an interesting problem. I worked on it. We merged a couple companies, interesting things. But I'll look at the existing situation in an industry. I think I'm pretty good at looking at the macro forces of how an industry works, how a business works, see where there's a real arbitrage and next opportunity to exploit, you know, not trying to reinvent the wheel, but make it work better, consolidate where possible. [00:34:40] Andrew Seski: Well, stay on after the recording. I've got a very funny story. I'll have to confirm, but I believe it's told on the podcast, it's a Steve Ballmer story about early Microsoft days. But one of our podcast guests had to report to Ballmer and got some very implicit advice in his early career about efficiency and modeling, you know, assumptions after data. So we'll talk about that as we wrap up. [00:35:03] But how would you recommend people get in touch if they'd like to talk to you about any of these concepts that we've covered today or get in touch with Marcum about maybe utilizing some of the services that you're currently serving? [00:35:16] Jack Boyles: The easiest thing. I'm on LinkedIn and very visible, Jack Boyles. There aren't that many of them. So you should be able to find me. There's also a jack.boyles@marcumllp and msn.com as well. So, happy to take all calls and look forward to chatting with anybody who found this an interesting conversation. [00:35:34] Andrew Seski: Excellent. Well, thank you so much for joining The Modern CFO podcast. And I hope to talk again soon.[00:35:38] Jack Boyles: Great. Thanks, Andrew. Take care.‍

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S. Lindsey West, the CEO of Track 1099. She developed two successful Deep Web crawling companies that gathered valuable government data from the ITC, FDA, NIH, USPTO, and Clinical Trials. She had sold monthly subscriptions to law firms for five years. Lindsey also founded a company that offers a novel, online IRS e-file and e-delivery platform and served over 200,000 businesses filing 1099-MISC and W-2 and successfully partnered with Xero, Bill.com, Intacct, Quickbooks, and NetSuite. Leading highly technical teams to solve difficult challenges, aircraft systems engineering, forming partnerships and revenue, and risk management are part of her specialties. Track1099 is an online software and service provider specializing in managing, e-filing, and e-delivering IRS documents such as 1099s, W-2s, and W-9s. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/ --- Send in a voice message: https://anchor.fm/rush-tech-support/message

S. Lindsey West, the CEO of Track 1099. She developed two successful Deep Web crawling companies that gathered valuable government data from the ITC, FDA, NIH, USPTO, and Clinical Trials. She had sold monthly subscriptions to law firms for five years. Lindsey also founded a company that offers a novel, online IRS e-file and e-delivery platform and served over 200,000 businesses filing 1099-MISC and W-2 and successfully partnered with Xero, Bill.com, Intacct, Quickbooks, and NetSuite. Leading highly technical teams to solve difficult challenges, aircraft systems engineering, forming partnerships and revenue, and risk management are part of her specialties. Track1099 is an online software and service provider specializing in managing, e-filing, and e-delivering IRS documents such as 1099s, W-2s, and W-9s. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/ --- Send in a voice message: https://anchor.fm/rush-tech-support/message

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

Anup has been an accountant for the last 14 years. He has 10 Years of experience in USA offshore accounting. He provides solutions to US clients to set up their internal & Accounting processes, i.e., Accounting software, Expense Management, Accounts Payable, Accounts Receivable, Cash Management & projections, Payroll, cleanup & finalization of books. Provide training in various accounting software & applications. i.e., Quickbooks Desktop, QuickBooks Online, Xero, Intacct, Bill.com, Expensify. Anup is a co-founder and a CPO at Xenett, in New Jersey. It is a software platform that helps bookkeepers and accountants become more efficient and scalable. --- Send in a voice message: https://anchor.fm/rush-tech-support/message

SponsorsFyle: https://cloudaccountingpodcast.promo/fyleRewind: https://cloudaccountingpodcast.promo/rewindReach Reporting: https://cloudaccountingpodcast.promo/reachNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow Notes2:43 – Our takeaways  from Sage Transform, and news on upcoming CAP bonus interviews from the conference!  5:32 – Intacct and ADP Partner to Streamline Back-office Processes for Midsized Companieshttps://www.sageintacct.com/press/intacct-and-adp-partner-streamline-back-office-processes-midsized-companies 8:02 – A little compare and contrast of NetSuite, and Sage Intacct 10:28 – Some thoughts on Sage's global expansion, and their data mesh 12:17 – A few pros and cons on Sage, and Sage Transform — what's wrong, what's missing 18:38 – Sage highlights automation, mobile features | Accounting Todayhttps://www.accountingtoday.com/news/sage-highlights-automation-mobile-features 19:47 – We've got voicemail! Thanks, for the great feedback, Greg! 21:33 – We're clarifying our point of view on crypto – its usefulness as a tool, and as an investment, and where the blockchain will take accounting in the future.  30:13 – Expensify Shares Pop 52% in Market Debut – CFOhttps://www.cfo.com/the-cloud/2021/11/expensify-shares-pop-52-in-market-debut/ 32:04 – Expensify's $263 million IPO breaks Oregon tech's 17-year droughthttps://www.oregonlive.com/silicon-forest/2021/11/expensifys-263-million-ipo-breaks-oregons-17-year-losing-streak.html 34:58 – Expensify IPO Could Make Nearly All 140 Employees Paper Millionaires, but There is a Catch, Insiders Sayhttps://www.businessinsider.com/expensify-ipo-employees-become-paper-millionaires-stock-grant-2021-11 We become a public company today [11/10/21]https://community.expensify.com/discussion/8596/we-become-a-public-company-today-11-10-21 39:50 – Xero Acquires Inventory Management Company LOCATE Inventoryhttps://www.cpapracticeadvisor.com/accounting-audit/news/21246049/xero-acquires-inventory-management-company-locate-inventory 41:11 – Xero's half year 2022 financial results | Xero Bloghttps://www.xero.com/blog/2021/11/half-year-2022-financial-results/ How we're enhancing inventory management in Xero | Xero Bloghttps://www.xero.com/blog/2021/11/enhancing-inventory-management/ 43: 51 – Sage adds Zapier to marketplace | Accounting Todayhttps://www.accountingtoday.com/news/sage-adds-zapier-to-marketplace 44:39 – Toast, Inc. (TOST) Q3 2021 Earnings Call Transcripthttps://www.fool.com/earnings/call-transcripts/2021/11/10/toast-inc-tost-q3-2021-earnings-call-transcript/ 45:37 – Bill.com Introduces New Product Features at Sage Transform, Continuing Innovation that Makes it Simple for Small and Midsize Companies and Accountants to Do Businesshttps://www.bill.com/about-us/press-release/billcom-introduces-new-product-features-sage-transforms 46:27 – Melio releases three new features 46:45 – Relay Financial releases a new set of features 47:56 – MyCase Announces Product Enhancements, Acquisitions to Enable Law Firm Successhttps://www.prnewswire.com/news-releases/mycase-announces-product-enhancements-acquisitions-to-enable-law-firm-success-301419371.html 48:38 – LegalZoom Acquires Leading Virtual Mailbox Provider, Earth Class Mailhttps://www.globenewswire.com/news-release/2021/11/10/2331550/0/en/LegalZoom-Acquires-Leading-Virtual-Mailbox-Provider-Earth-Class-Mail.html 50:44 – Payroll Software Startup Wrapbook Gets Unicorn Status After Latest Funding Round – Bloomberghttps://www.bloomberg.com/news/articles/2021-11-10/tiger-global-bets-on-wrapbook-vaulting-it-to-unicorn-status 51:58 – Zenwork raises $163M | Accounting Todayhttps://www.accountingtoday.com/news/zenwork-raises-163m 52:49 – Knowify secures $5.45M in Series A financing led by MassMutual Ventures and Companyon Ventureshttps://www.prnewswire.com/news-releases/knowify-secures-5-45m-in-series-a-financing-led-by-massmutual-ventures-and-companyon-ventures-301422267.htmlGet 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 Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsFuture Firm: https://futurefirmaccelerate.com/Accounting Podcast Network: https://accountingpodcastnetwork.com/Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd  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 show notes for the link to get more info.Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Meet Our GuestsJoav Bally: https://www.linkedin.com/in/joavbally/Marc Holliday: https://www.linkedin.com/in/marc-holliday-42634558/ Learn More About NetSuite Data Warehousehttps://www.netsuite.com/portal/products/analytics/data-warehouse.shtmlNeed 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 Google Play: http://cloudacctpod.link/GooglePlay Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsGo here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd  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 show notes for the link to get more info.Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Because Sage Intacct has been a primary player in the cloud-based financial accounting software market, Cambridge Global Payments has considered it a key strategy to integrate international payments with Intacct. Sanjeev Jain, Senior Product Manager at Cambridge Global Payments, joins us to discuss the factors around creating integrated international payments for Sage Intacct in a way that delivers maximum benefits to Intacct users.

This week Dan & Steve talk about a few updates and commonly asked questions on the PPP Loan Forgiveness Application. They then dove into the number 2 of the GL Four... "Know Where You Make & Lose Money". Understand Making money is much more than watching your checking account grow Knowing and understanding your gross margin contribution – avoiding unprofitable sales 80/20 rule Design Designing a system that gives insight into customer level profitability or product line margins How much time do I spend on billing, collections, & other non-value add drivers? Implement Take advantage of modern data programs (QBO, XERO, Intacct, Netsuite) that can import directly into your FP&A system Set up your Chart of Accounts (COA) around your data reporting & analytics needs (not CPA / tax requirements, etc.) Measure Identify the important ratios and have them updated automatically Review on regular basis weekly or, at minimum, monthly