Podcasts about quickbooks connect

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Billions in federal funds for nonprofits were abruptly frozen by the Trump administration, leaving organizations scrambling to stay afloat. Blake speaks with Jerilyn Dressler and Harriet "Hatsy" Cutshall from YPTC about how these freezes disrupted essential services, the complex flow of federal grants, and the rigorous compliance requirements nonprofits must meet. With a judge ordering the funds to be reinstated, they discuss what's next for nonprofits and the ongoing challenges of government funding oversight.Meet Our Guests: Jerilyn Dressler, CPA : https://www.linkedin.com/in/jerilynkeitdresslercpacfeHarriet "Hatsy" Cutshall, CPA : https://www.linkedin.com/in/hatsycutshallcpa-yptcGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd

SponsorsCPA.com - http://accountingpodcast.promo/cpaRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (00:54) - Chaos Created by Doge (01:32) - Top Stories of the Week (02:17) - Listener Mail and Additional Topics (05:09) - Live Stream Interaction (06:42) - DOJ and Treasury Payment Freeze (17:40) - Young Engineers at DOJ (24:15) - Automation Features for Seamless Transactions (24:44) - Addressing Viewer Questions on Treasury Policies (25:34) - Debate on Federal Fund Vetting and Spending (27:57) - Government Bureaucracy and Political Battles (33:31) - The Role of Young Auditors in Government Agencies (40:38) - Adobe's Tax Tips: Helpful or Harmful? (43:54) - Final Thoughts on Government Efficiency and Partisanship  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperCloud Accountant Staffing - http://accountingpodcast.promo/casRho - http://accountingpodcast.promo/rhoChapters(00:00) - Welcome to The Accounting Podcast (03:37) - Government Employee Buyout Offer Update (09:24) - Undergraduate Accounting Enrollment Surge (12:38) - Illinois Proposes New CPA Pathways (14:25) - Elon Musk and IRS Direct File Controversy (18:16) - Doge's Access to Treasury Systems (26:53) - Tax Exemption on Tips: A Double-Edged Sword (30:19) - The Hidden Costs of Automation (38:03) - AI in Accounting: Current Innovations (47:03) - BDO Lawsuit: Inflated Revenues and ESOP (50:57) - Closing Remarks and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Blake and David discuss Trump's proposed Department of Government Efficiency (DOGE) and its potential impact on tax filing and federal remote work policies. They analyze the Pentagon's seventh consecutive failed audit and examine Intuit's ambitious plans to expand its enterprise offerings. The duo also explores a groundbreaking study showing ChatGPT-4 outperforming human doctors in medical diagnoses, highlighting AI's growing capabilities in professional decision-making.SponsorsRelay - http://accountingpodcast.promo/relaySuralink - http://accountingpodcast.promo/suralinkSmartVault - http://accountingpodcast.promo/smartvaultArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to the Accounting Podcast (01:52) - DOGE's Impact on H&R Block and TurboTax Stocks (02:57) - IRS Free File Program (04:49) - Intuit's Response to DOGE Initiative (10:43) - Remote Work for Federal Employees (16:25) - Pentagon's Audit Failures (22:36) - AI Outperforms Doctors in Diagnosing Illnesses (32:12) - Boosting Productivity with ChatGPT (36:09) - Salesforce's AI Irony (38:15) - Anthropic's AI in Action (45:34) - Intuit's AI Strategy and TurboTax (48:36) - Intuit Enterprise Suite and Market Expansion (55:27) - Closing Remarks and Future Topics  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsClient Hub - https://clienthub.app/Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Blake and David dive into the economic implications of Trump's election victory, including proposed tariffs that could significantly impact businesses and inflation. They explore potential tax changes under a new Trump administration, from corporate rate reductions to the elimination of the SALT cap. They also examines an alarming $47 million IRS fraud scheme targeting tax practitioners and debate the future of Bitcoin as speculation grows about a potential national Bitcoin reserve.SponsorsOnPay - http://accountingpodcast.promo/onpaySuralink - http://accountingpodcast.promo/suralinkCloud Accountant Staffing - http://accountingpodcast.promo/casArtiffex - http://accountingpodcast.promo/artiffexChapters(00:00) - Welcome to The Accounting Podcast (03:05) - Avalara Crush Conference Insights (07:48) - AI and the Future of Tax Compliance (13:21) - Trump's Economic Impact (17:26) - Tariffs and Global Trade (25:40) - Tax Proposals and Implications (36:53) - Bitcoin's Meteoric Rise and Market Speculations (47:43) - AI Adoption in the Workforce (49:53) - IRS PPS Fraud: A Deep Dive (01:00:49) - PCAOB Drama and Audit Deficiencies (01:06:49) - BOI Reporting and AICPA's Response (01:10:33) - Closing Remarks and CPE Information  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCoefficient - http://accountingpodcast.promo/coefficientexpoForwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode, Hector and Alicia discuss the many accounting conferences happening in 2024, providing an overview of each one they plan to attend or have insights on. They dive into some of their personal experiences and what makes certain conferences unique, such as Appy Camp being invite-only for educators and Bridging the Gap focusing on wellness alongside technical topics. The hosts also discuss the evolution of QuickBooks Connect into Intuit Connect and what that might signal about Intuit's ecosystem strategy going forward. Throughout the conversation, Hector and Alicia emphasize the value of these events for learning, networking, and gaining new perspectives to enhance one's accounting career.SponsorsClient Hub- https://uqb.promo/clienthubRightRev- https://uqb.promo/rightrevBean - https://uqb.promo/bean(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:20) - Upcoming Accounting Conferences Overview (06:18) - Alicia's Conference Experiences (15:19) - The Cost of Attending Conferences (17:31) - Scaling New Heights Conference (27:00) - Bridging the Gap Conference (34:10) - Shoutout to Vanessa Vasquez and Conferencia Fit (35:16) - Meta Consulting Academy Workshop (36:39) - USA Tax Convention (38:03) - AppyCamp: A Unique Conference for Educators (43:51) - ReFrame Conference Overview (48:00) - Intuit Connect (01:00:23) - The Future of QuickBooks and Intuit Ecosystem (01:04:10) - Digital CPA Conference and Final Thoughts Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.comQuickBooks Tricky Situations: http://royl.ws/QBOtricksNext-Level Accounting: http://royl.ws/NextLevelAccountingCheck out Alicia's step-by-step QBO Textbooks at http://www.questivaconsultants.com

Hector and Alicia discuss the positive aspects of working with Intuit and QuickBooks, highlighting the company's strong culture, training programs, and user-friendly software. They analyze Intuit's business decisions like acquisitions and the transition to a cloud-based platform, acknowledging challenges but ultimately supporting the vision. The hosts emphasize Intuit's engagement with user feedback, third-party app ecosystem, and efforts to foster community through events like QuickBooks Connect. Despite criticisms, they argue Intuit exhibits financial responsibility that will ensure QuickBooks' longevity, benefiting accountants who embrace change.SponsorsClientHub- https://uqb.promo/clienthubRelay - https://uqb.promo/relayHarbor Compliance - https://uqb.promo/harbor(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (04:29) - The Positive Impact of Intuit's People and Culture (05:43) - Reflecting on Intuit's Training and ProAdvisor Program (10:04) - The Power of Feedback and Community Engagement at Intuit (24:53) - A Closer Look at Intuit's Handling of Mailchimp and TSheets (28:42) - Exploring QuickBooks Time and Its Integration Challenges (29:31) - The Power of QuickBooks Time and Its Slow Rollout (34:28) - Accountant-Approved Apps and the Need for Verification (43:22) - QuickBooks Online: A User-Friendly Platform for Small Businesses (49:16) - The Future of QuickBooks: Cloud-Based Platforms and Financial Decisions (54:16) - Embracing Change and Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastAlicia's QBO Products, Services, and Inventory Course - http://royl.ws/qbo-InventoryQuickBooks Connect Conference www.quickbooksconnect.com

Season 5 Episode 21 FACULTY: Alicia Katz Pollock CLASS: #TechTime TITLE: QuickBooks and Beyond: Adventures in Accounting In this podcast, Scott interviews Alicia Katz Pollock, a seasoned technology trainer at Royalwise Solutions Inc. They discuss Alicia's experiences in training, bookkeeping, being on the Intuit Roadshow, and mind opening experiences with traditional medicines. On the Road with Intuit's Roadshow Mac Trainer The Origin of Royalwise The Quickbooks Community Being On Stage at Quickbooks Connect Learning Management System Bookkeeping at Royalwise Challenges in Training Bookkeepers A Pioneer of Zoom Opening the Mind Future Visions The Team Opening the Mind Teaching as a Creative Outlet Words of Wisdom Shout Outs: Laura Redmond, Michelle Long, Alison Ball, Aaron Walsh Dyer, Liz Scott, Bryce Forney, Stacey Kildall, Heather Satterly, Jennifer Dymond, Jeff Black, the Royalwise team, Cypher Learning, Quickbooks Trainer Writer Network [00:02:09] On the Road with Intuit's Roadshow [00:04:03] Mac Trainer [00:06:57] The Origin of Royalwise [00:08:07] The Quickbooks Community [00:12:27] Being On Stage at Quickbooks Connect [00:16:42] Learning Management System [00:19:36] Bookkeeping at Royalwise [00:22:19] Challenges in Training Bookkeepers [00:23:58] A Pioneer of Zoom [00:27:18] Opening the Mind [00:30:49] Future Visions [00:35:48] The Team [00:38:36] Opening the Mind [00:41:59] Teaching as a Creative Outlet [00:43:12] Words of Wisdom --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 5 Episode 20 FACULTY: Nancy McClelland, CPA CLASS: #TheGuide TITLE: Teaching Bookkeepers and Tax Preparers to Communicate Better  In this podcast episode, Scott interviews Nancy McClelland, CPA, Owner of Nancy McClelland LLC, also known as The Dancing Accountant. The conversation covers the origin story of The Dancing Accountant, all the way to tax season in Mexico. They discuss the rivalry between bookkeepers and tax preparers, biases in the accounting profession, and dispelling perceptions versus the reality of being a professional. Origin of the DancingAccountant How Nancy became an Accountant The Bookkeeper and Tax Preparer Rivalry Challenges of Becoming a CPA Biases in the Profession Banding Together to Help Small Businesses Perception vs Reality: Not Being a Unicorn Compassion Tax Season in Mexico Shout Outs: Blake Oliver, Gaynor, Nayo Carter-Gray, John Garrett, Randy Crabtree, Twyla Verhelst, FreshPAC, DigitalCPA, Quickbooks Connect, SleeterCon, Bridging the Gap, NATP [00:02:09] Origin of the DancingAccountant [00:08:04] How Nancy became an Accountant [00:14:47] The Bookkeeper and Tax Preparer Rivalry [00:17:05] Challenges of Becoming a CPA [00:21:25] Biases in the Profession [00:25:32] Banding Together to Help Small Businesses [00:27:30] Perception vs Reality: Not Being a Unicorn [00:43:56] Compassion [00:56:26] Tax Season in Mexico --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Explore the dynamic world of accounting and advisory services in today's episode with Damien Greathead and Penny Breslin!In this episode, Damien and Penny delve into the intricacies of virtual controller services, discussing the evolving role of accountants in today's digital landscape. They share their experiences from QuickBooks Connect in Las Vegas, comparing it to other industry events and reflecting on the unique energy and challenges of such gatherings.The conversation navigates through the challenges of adapting to different climates – both weather-wise and within the realms of client advisory and accounting services. They discuss the critical aspects of client relationships, from managing expectations to handling complex payroll situations and the emotional weight that comes with it.Damien and Penny also tackle the topic of verticalization in accounting services, emphasizing the need for specialization to enhance efficiency and client satisfaction. They explore the nuances of client advisory, from budgeting and payroll management to the delicate art of having difficult conversations with clients.Whether you're a seasoned professional or just starting, join Damien and Penny for a deep dive into the world of strategy and virtual controlling, where they share valuable lessons from their extensive experience and lively discussions.[00:00 - 07:01] Discussion on Business Growth and HiringExploring the necessity of adapting to different client needs in accounting, including the transition from bookkeeping to more comprehensive advisory roles.Penny and Damien discuss challenges and strategies for having difficult conversations with clients.It is important to set boundaries, manage client expectations, and share insights on balancing direct client work with broader firm management.[07:01 - 18:25] The Importance of Communication in Client RelationshipsThe evolution of client advisory and accounting services highlights the differences in conversations between CAS advisors and traditional tax or bookkeeping roles.Penny recounts a particularly stressful situation involving a payroll error and its resolution, emphasizing the emotional aspect of client interactions.There is a need for accountants to have difficult conversations with clients, including discussions on budget adherence and expense management.Discussing the broader aspects of running an accounting firm, including the challenges of managing a diverse client base and integrating technology for efficiency.[18:25 - 25:07] Understanding Your Limitations and Dealing with Employee IssuesPenny discusses the importance of acknowledging when a question is beyond her expertise and the value of finding someone who can provide an answer.Damian and Penny explore the concept of managing client expectations and being honest about areas of expertise and limitations.The idea of drawing from personal experiences in business to provide clients with more relatable and practical advice.[25:07 - 35:18] Managing Client Expectations and Improving Business ModelPenny discusses prioritizing client needs, setting aside time for important clients, and managing less critical tasks accordingly.The conversation covers the importance of asking clients about their timelines and urgency for resolving issues, highlighting the need for flexibility in client management.The hosts delve into the role of a CAS (Client Advisory Services).They explore the idea of using monthly meetings or calls to discuss predefined topics, such as credit card usage and ROI, internal controls, and financial...

How are today's accounting firms harnessing technology and AI to enhance efficiency and streamline operations? What are the cutting-edge trends in cloud-based accounting, and how can these strategies be effectively implemented in your firm?Welcome back to Strategy and the Virtual Controller! Penny Breslin and Damien Greathead dive into cloud accounting, firm management, workflows, and the intentional building of businesses. In this episode, recorded live at QuickBooks Connect in Las Vegas, they're joined by Dawn W. Brolin, CPA, CFE, and they are later joined by Sharmila Raj Kumar and Nirmala Lakshminarayanan from MoneyPenny, LLC in Chennai. With Dawn, they discuss the importance of adaptability and setting clear goals for business growth. Dawn shares her experiences with the challenges of running a successful accounting firm, from payment models to dealing with client expectations, and the nuances of providing actionable, honest advice.They also discuss the broader picture of the accounting industry, highlighting key trends such as AI integration, cybersecurity, and the shift towards more personalized client services. Sharmila and Nirmala discuss their experience at the conference, particularly their insights on managing client communication, workflow optimization, and embracing technological advancements.Dawn Brolin, CPA and CFE, is the CEO of Powerful Accounting, LLC, focusing on accounting, tax, fraud services, and QuickBooks consulting. An author, motivational speaker, and trainer, she has worked with entities like Intuit and MSNBC. Recognized consistently among the "Top 25 Most Powerful Women in Accounting," Dawn has also been named a “Top 10 Managing Partner Elite” and a “Top 40 Under 40.” Her dynamic approach has led to media appearances and speaking roles at key conferences.[00:00 - 06:41] From Bookkeeping to Business Growth with Dawn of Powerful Accounting, LLCDawn shares her journey from starting as a bookkeeper to becoming a CPA and moving into tax advisory and consultancy work. She shares some challenges and growth in her career.Business growth is a personal journey. Running an accounting firm requires ongoing adjustment and self-reflection. We discuss how Dawn handles the challenges of implementing a subscription business model, managing scope creep, and client expectations.It's important to value your expertise and not feel guilty to charge for your knowledge.[06:41 - 17:40] Navigating Scope Creep, Liability, Audits, and Effective Client ManagementThe challenges of scope creep in accounting, and how to cover areas such as liability and unforeseen events like IRS audits.It's important to set clear expectations around E&O insurance coverage, especially when advising on forecasting, budgeting, and insurance policies.Dawn elaborates on pricing strategies for complex accounting situations like IRS audits, and how to determine when services are out of the typical scope.Proactive client communication in financial decision-making is key! Especially in situations like capital purchases or business investments.We discuss implementing a subscription-based pricing model tailored to individual client needs, including consultation time.Asses the kind of lifestyle you want from your business: Do you want 100 low-scope and low-paying clients, or 20 high-scope and higher-paying clients?[17:41 - 28:41] Reflections from QuickBooks Connect Las VegasWe welcome Sharmila Raj Kumar and Nirmala Lakshminarayanan from MoneyPenny, LLC who are managing the Chennai operation.They share their experience at Quickbooks Connect 2023 and their highlights and learnings. Sharmila shares her learnings from nonprofit workflows and utilizing

We're back from QuickBooks Connect 2023 with announcements, updates, new features, and improvements in QuickBooks Online. Also, EY got fined $3 million for cheating on ethics exams, and 42 percent of firms are turning away work due to staff shortages. Finally, we discuss the disruption of Alphabet's main search business by Microsoft, Amazon, and Apple in the AI-powered assistant space.Sponsors LiveFlow - http://accountingpodcast.promo/liveflowZoho - https://cloudaccountingpodcast.promo/zoho Keeper - https://cloudaccountingpodcast.promo/keeperChapters (00:32) - Blake and David are back from QuickBooks Connect (06:38) - New QuickBooks features announced at QuickBooks Connect (07:25) - QuickBooks Ledger (09:47) - Expanded roles and permissions in QBO (10:16) - QuickBooks Payroll cost allocations (11:23) - Chart of Accounts templates (12:26) - Changes to ProAdvisor Program (13:08) - Now you can copy QBO files to a sandbox (16:20) - Blake's AI session at QuickBooks Connect (24:47) - Blake will be giving a webinar on AI on Earmark's Webinars+ (27:33) - EY Texas gets a $3 million penalty for cheating on ethics exams (34:35) - 46% of EY audits in 2022 had flaws (37:47) - What numbers do investors care about? (41:40) - PCAOB says they have doubled their fines in recent years (43:35) - More cities are struggling with ERP rollouts (44:57) - Zoho introduces practice management software for accountants (46:45) - Tech Radar's top laptops for accountants (48:04) - Intuit updates their tax software and shuts down Mint (55:29) - 42% of accountants turn down work over staff shortages (57:51) - ClientHub introduces AI-enabled email integration (59:24) - 3 AI-based accounting companies raise a lot of money (01:08:48) - Is Google/Alphabet in trouble? (02:03) - 31 Wrap up and thanks for listening  Show NotesIntuit rolls out bevy of new features for the next tax season | Accounting Todayhttps://www.accountingtoday.com/news/intuit-rolls-out-bevy-of-new-features-for-the-next-tax-year New product innovations at announced at QuickBooks Connect help accountants drive small business growthhttps://www.firmofthefuture.com/quickbooks-connect/new-product-innovations/ PCAOB fines doubled in recent years | Accounting Todayhttps://www.accountingtoday.com/news/pcaob-fines-doubled-in-recent-years Accounting firms hit with record US fines over audit failureshttps://www.ft.com/content/25a65a49-4b94-4a80-82d8-435616a78f27 SURVEY: 42% of Accountants Turn Away Work Over Staff Shortages - CPA Trendlineshttps://cpatrendlines.com/2023/11/09/survey-48-of-accountants-turn-away-work-over-staff-shortages/ Black Ore Emerges from Stealth with $60 Million in Funding to Bring AI to Financial Serviceshttps://www.blackore.ai/articles/black-ore-emerges-from-stealth-with-60-million-fundingLaunching Zoho Practice: The Ultimate Practice Management Softwarehttps://www.zoho.com/blog/general/launching-zoho-practice.html Bill Holdings Is Said to Near $1.95 Billion Deal for Meliohttps://www.bloomberg.com/news/articles/2023-11-08/bill-holdings-is-said-to-near-1-95-billion-deal-for-melio Bill Holdings stock sinks amid report of $1.95B deal talks for Melio ...https://seekingalpha.com/news/4033680-bill-holdings-sinks-amid-report-of-195b-deal-talks-for-melio-payments Bill Holdings denies media report on Melio deal  https://www.reuters.com/markets/deals/bill-holdings-nears-195-billion-payments-deal-melio-bloomberg-news-2023-11-08/ Puzzle secures $30m for revolutionary AI-powered accounting ...https://fintech.global/2023/11/15/puzzle-secures-30m-for-revolutionary-ai-powered-accounting-platform/ EY Gets $3 Million Penalty by Texas Board of Public Accountancyhttps://www.cpapracticeadvisor.com/2023/11/13/ey-gets-3-million-penalty-by-texas-board-of-public-accountancy/97576/ Bill's stock bounces after denial of report it was pursuing a $2 billion ...https://www.marketwatch.com/story/bills-stock-bounces-after-denial-of-report-it-was-pursuing-a-2-billion-cash-and-stock-buyout-of-melio-payments-7562580b Black Ore Raises $60 Million and Debuts AI Tool for Accountantshttps://www.pymnts.com/news/investment-tracker/2023/black-ore-raises-60-million-dollars-debuts-artificial-intelligence-tool-accountants/ New Products at QuickBooks Connect Help Accountants Drive Small ...https://www.cpapracticeadvisor.com/2023/11/14/new-products-at-quickbooks-connect-help-accountants-drive-small-business-growth/97644/ St. Louis comptroller said prior mayor wanted new accounting ...https://www.stltoday.com/news/local/government-politics/st-louis-comptroller-said-prior-mayor-wanted-new-accounting-system-but-she-voted-for-it/article_8afa54ca-8275-11ee-9673-efc459761629.html Intuit QuickBooks Unveils New Product Innovations at QuickBooks Connect that Help Accountants Drive Small Business Growth https://www.intuit.com/company/press-room/press-releases/2023/intuit-quickbooks-unveils-new-product-innovations-at-quickbooks-connect-that-help-accountants-drive-small-business-growth/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 Classifieds Forwardly - https://www.forwardly.com/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

Dan and Michelle discuss the takeaways and announcements at this year's QuickBooks Connect.Blog on Schoolofbookkeeping - https://www.schoolofbookkeeping.com/blog/quickbooks-connect-2023-recapBlack Friday Promotion Save 75% on QBO for 12 months - Ends Dec 4th - https://www.qbpowerhour.com/black-fridayQB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/

Are you having trouble navigating the complexities of integrating Client Accounting Services (CAS) into your accounting practice? In this episode, Damien and Penny have on Jan Haugo to dive deep into the journey of adopting CAS. They explore how this isn't just about embracing new technology but fundamentally evolving your business model to align with the dynamic demands of CAS. From the significance of starting with robust bookkeeping practices to managing client expectations and adapting to real-time needs, this episode is packed with invaluable advice for firms ready to blend traditional knowledge with modern practices.They discuss the broad scope of CAS, the critical role of bookkeeping as a foundation for successful implementation, and the challenges in aligning partners' visions within a firm. They also dive into the nuances of client management, the necessity of consistency in bookkeeping, and the importance of strategic client selection and verticalization. Tune in for an episode that demystifies the journey toward integrating CAS to revolutionize your accounting practice![00:00 - 10:48] The Challenges of Implementing CAS in Traditional Accounting FirmsJan is introduced and shares her insights and passion for technology and her interest in new startups.Jan describes her journey from traditional accounting to going virtual in 2010, her involvement with the Institute of Certified Bookkeepers, and her current roles, including COO and head of bookkeeping.We discuss CAS in accounting and the challenges faced by firms in integrating it.Traditional firms struggle to adapt CAS into their existing models and the misconception of it being a 'plug and play' addition.The discussion highlights the difference between skills needed for tax returns and bookkeeping and the importance of having staff with the right skill set for CAS.Converting clients to regular CAS clients is difficult due to a lack of preparation and mindset change needed in firms.We discuss the complexity of offering a mix of CAS, traditional, advisory, and other services by the same team, leading to performance and scalability issues.[10:49 - 27:30] Successful CAS Starts With BookkeepingJan used ChatGPT to analyze the QuickBooks Connect agenda and identify sessions related to CAS and AI, highlighting the utility of AI in categorizing and defining complex topics.Firms face difficulties in clearly defining CAS. This can lead to challenges in implementation and integration.Successful CAS implementations often start with bookkeepingEffective CAS requires control over data flow and cooperation from clients, which is not always straightforward.Firms sometimes need to let go of clients who don't comply with the necessary changes for effective CAS implementation.[27:31 - 32:25] Navigating Change and Client Relationships in TransitioningWe discuss how to navigate client relationships, especially when changes in banking or technology are involved.Find practical solutions like opening an operating account to maintain the client's existing banking relationships while facilitating the firm's work.Uses easy-to-follow demos to convince clients to adapt to new systems.Get a good client success manager!Our discussion emphasizes the need for clear communication and setting expectations with clients regarding service changes and requirements.[32:25 - 48:37] Going Virtual Takes a Lot of Work, But It's Worth It Jan Haugo emphasizes the importance of consistency in bookkeeping and accounting services.Penny and Jan discuss the challenges of transitioning from a traditional accounting practice to a virtual one.Damien...

Listen to the full Unofficial QuickBooks Accountants Podcast here: https://share.transistor.fm/s/5586a16eEarmark Media Presents a bonus episode of Unofficial QuickBooks Accountants Podcast. Hector and Alicia dig into all the details and speculation around Intuit's newest cloud accounting product QuickBooks Ledger. Is it an affordable option for write-up clients or an over-hyped limited edition QBO? Listen to the full Unofficial QuickBooks Accountants Podcast here: https://share.transistor.fm/s/5586a16eSend your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

Blake and David examine the downfall of FTX and founder Sam Bankman-Fried and look at some controversies around Deloitte auditors backdating audit paperwork in Canada, receiving only a minor fine. They also marvel at Donald Trump's attempt to blame accountants for alleged financial statement fraud in his organization. All this, and other news including NASBA's CEO's upcoming retirement, IRS budget cut updates, and generational differences around public accounting work environments. Sponsors LiveFlow - http://accountingpodcast.promo/liveflowRelay - https://cloudaccountingpodcast.promo/relay Keeper - https://cloudaccountingpodcast.promo/keeper#IgnitionPrecon Party at QuickBooks Connect - Sunday, November 12,  7:00pmRSVP here: https://ignitionapp.info/precon-earmarkChapters (00:39) - Blake is back from Maryland where he gave a talk on AI and accounting (04:16) - CPA Journal uses bad AI to draw conclusions on AI's future in accounting (10:32) - Guinness Stout might not exist without taxes (13:44) - Jeff Bezos is moving to Miami (17:23) - Over 2/3 of Ohio CPAs are 50 or older (22:58) - Sam Bankman-Fried found guilty (24:30) - WeWork files for bankruptcy (30:28) - Trump trial updates: Donald Trump takes the stand (41:19) - CPA Ontario fines Deloitte (47:34) - IRS budget cut again (53:08) - NASBA CEO Ken Bishop plans to retire (54:36) - BDO and other firms becoming ESOPs (56:27) - Expensify closes their longue in SF (01:00:29) - We're going to QuickBooks Connect (01:01:17) - Blakes shares Instagram clip of street CPA interview (01:03:11) - Wrap up and how to earn free CPE for listening to this podcast  Show NotesHouse passes Israel aid tied to IRS cuts, triggering Biden clash | Accounting Todayhttps://www.accountingtoday.com/articles/house-passes-israel-aid-tied-to-irs-cuts-triggering-biden-clash New York accounting firm Grassi announces ESOP | Accounting Todayhttps://www.accountingtoday.com/news/new-york-accounting-firm-grassi-announces-esop Trump's Sons Cast the Blame for Fraud on Their Company's Accountantshttps://www.nytimes.com/2023/11/02/nyregion/eric-trump-donald-jr-fraud-trial.html?smid=nytcore-ios-share&referringSource=articleShare NASBA CEO Ken Bishop plans to retire | Accounting Todayhttps://www.accountingtoday.com/news/nasba-ceo-ken-bishop-plans-to-retire IG reel: Good salary BUT don't become a CPAhttps://www.instagram.com/reel/CzCgptfpjmv/ Can Artificial Intelligence Become an Accounting Expert? - The CPA Journalhttps://www.cpajournal.com/2023/10/24/can-artificial-intelligence-become-an-accounting-expert-2/Deloitte Auditors Got Caught Changing Their Computer Clocks to Backdate Workpapershttps://www.goingconcern.com/deloitte-auditors-got-caught-changing-their-computer-clocks-to-backdate-workpapers/ Ohio floats plan to recruit more CPAs      https://www.accountingtoday.com/news/ohio-floats-plan-to-recruit-more-cpas WeWork, once valued at $47 billion, files for bankruptcy https://www.cnbc.com/2023/11/07/wework-files-for-bankruptcy.html Here's how much WeWork co-founder Adam Neumann made before the company's bankruptcyhttps://www.cnbc.com/2023/11/07/heres-how-much-wework-founder-adam-neumann-got-before-bankruptcy.html Sam Bankman-Fried found guilty on all seven criminal fraud countshttps://www.cnbc.com/2023/11/02/sam-bankman-fried-found-guilty-on-all-seven-criminal-fraud-counts.html Amazon founder Jeff Bezos is leaving Seattle for Miami    https://www.cnbc.com/2023/11/03/amazon-founder-jeff-bezos-is-leaving-seattle-for-miami.html Ohio Society of CPAs Develops Action Plan Aimed at Talent Shortagehttps://www.cpapracticeadvisor.com/2023/11/06/ohio-society-of-cpas-develops-action-plan-aimed-at-talent-shortage/97271/ Billions still lost through bad accounting, says auditor general       https://mg.co.za/business/2023-11-03-billions-still-lost-through-bad-accounting-says-auditor-general/ Eric Trump testified over and over again he had nothing to do with his dad's accounting. Then he was shown his own emails   https://fortune.com/2023/11/03/eric-trump-testifies-fraud-trial-never-worked-donald-financial-statements-emails-testimony-involvement/ Former FTX CEO found guilty of fraud      https://www.bankingdive.com/news/former-ftx-ceo-sam-bankman-fried-found-guilty-7-counts-fraud-conspiracy/698555/ House Passes Israel Aid Bill Tied to IRS Cutshttps://www.cpapracticeadvisor.com/2023/11/02/house-passes-israel-aid-bill-tied-to-irs-cuts/97224/ Jeff Bezos: Leaving Seattle and Embracing Miamihttps://www.smallbiztechnology.com/archive/2023/11/jeff-bezos-leaving-seattle-and-embracing-miami.html/ Billionaire Amazon founder Jeff Bezos moves to Florida, where his parents live-and capital gains are not taxed        https://finance.yahoo.com/news/billionaire-amazon-founder-jeff-bezos-125828852.html 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 Classifieds Forwardly - https://www.forwardly.com/FutureFirm - https://www.futurefirmaccelerate.com/capClassifiedsWant 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

Alicia and Hector dive into several new features in QBO including easier payroll mapping, balance sheet budgeting, and using the cashflow planner. They also speculate what new features might be announced at QuickBooks Connect 2024.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay (00:00) - The Unofficial QuickBooks Accountants Podcast Episode 11 (05:58) - Payroll item mapping updates (08:11) - Budgets for balance sheets (16:00) - Cashflow planning discussion (30:18) - Back to balance sheet budgets (32:58) - Workflow run history (35:57) - Payroll local tax default frequency Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com

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

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

Alicia and Hector cover the latest QuickBooks news, including details on QuickBooks Connect 2023, the end of the Business Planner in Desktop, and a new Assisted Bookkeeping offering.SponsorsLiveFlow - https://uqb.promo/liveflowTimesheets.com- https://uqb.promo/timesheetsOnPay - https://uqb.promo/onpay (00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast (04:28) - QuickBooks Connect News (05:57) - QuickBooks Virtual Conference (08:24) - Payroll News - Per Hour Worked (09:46) - Desktop News - Business Planner (11:36) - Assisted Bookkeeping Beta Test (37:02) - Upcoming Events Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode: Hector's App - RightTool www.righttool.app Alicia's Training - RoyalWise http://royl.ws/uqapodcast Hector's Conference - Creative Business Models for Accountants:www.altaccountant.com QuickBooks Connect Conference:www.quickbooksconnect.com Firm of the Future: www.firmofthefuture.com This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software. 

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

Season 5 Episode 5 FACULTY: Richard Roppa-Roberts and Dave Kersting CLASS: #AccountingHighGuide TITLE: Respecting Diversity and Inclusion in Accounting, and Learning about Equity In this podcast episode, Scott interviews Richard Roppa-Roberts and Dave Kersting from Quasar Cowboy & Roundtable Labs. They discuss various topics, including the dynamics of partnerships and co-firming, the importance of diversity and inclusion, and creating safe spaces for authentic interactions. Introducing Richard and Dave Richard the outside eye  The Start of Roundtable How Dave met Richard Roundtable as a Vendor Free Zone Partnerships, Co-Firming, Dating and Marriage Diversity and Inclusion in Roundtable Biases Against The Gay Community Coming Out as a Rapper  Roundtable Gives a Place to be Yourself A Discussion on Equity Creating Safe Spaces Summary Shout Outs: Thrival, Xero, Quickbooks, Intuit, Jonathan Bellow, Kenji Kuramoto, Matthew May, Tanya Schulte, Scaling New Heights, Quickbooks Connect, Tax Twitter, Liz Scott, Stacey Killwell, Gusto, Fresh Books, Nayo Carter-Gray, Liz Mason --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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

In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and revisit the Entrepreneurial Operating System, talking about how implementing EOS is going at Acuity, seven months in!Tune in for topics like...

Today we welcome Breanne Mode on the podcast. Breanne is the Director of Client Accounting and Advisory Services (CAAS) at Cbiz. After a visit to a QuickBooks Connect conference in San Jose, CA, Breanne decided that her flight back was a networking opportunity, instead of her typical relaxation time. Of course, this happened to be the plane ride where taking out her headphones led to a great opportunity for her and her business. As she sat next to Greg Landers, Managing Director of Cbiz, they built a business relationship that ultimately led Greg to ask Breanne to be his right hand person. Brennane had built a very foundational practice in the interim with 3 employees and approximately $500k in revenue. After ironing out some M&A-like details, Brenanne joined the Cbiz team as their Director of CAAS and set the table for our conversation today.

Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur.  Alicia's journey into the world of accounting began with her fascination for QuickBooks. She shares the story of what sparked her interest and how it led her to establish her thriving online learning business, Royalwise.  Alicia also talks about how Social Media was key in attracting some of her biggest clients in the early days of QuickBooks Online. She discusses why business owners often choose to outsource bookkeepers instead of learning QuickBooks themselves, and why it is important to train employees on this powerful accounting tool. She also sheds light on her unique approach to training, catering to different learning styles to ensure maximum comprehension and proficiency. Curious about the differences between QuickBooks desktop and online? Alicia breaks it down for you, sharing why some users still prefer the older desktop version and the advantages of transitioning to QuickBooks Online. Stay ahead of the game as Alicia provides a sneak peek into the exciting updates coming to QuickBooks Online. As the conversation unfolds, Roger and Alicia touch on intriguing topics such as the relationship between QuickBooks and bookkeepers, dispelling any concerns of professional insecurity. They explore the potential impact of AI on the accounting profession, offering valuable insights into how this technology might shape the future. Unlock a treasure trove of QuickBooks tips and tricks that will elevate your accounting skills. Alicia generously shares her knowledge, ensuring that you're well-equipped to streamline your processes and achieve greater efficiency. Discover the least utilized features in QuickBooks and understand why exploring and experimenting with them can lead to enhanced productivity. Accounting conferences play a vital role in professional growth, and Alicia highlights their value. Gain invaluable advice on how accountants can make the most of these events and leverage vendor relationships to their advantage. Closing the episode, Alicia imparts her wisdom and guidance to business owners, offering valuable advice that will help them navigate the complex world of accounting. Tune in to "Building the Premier Accounting Firm" as Roger Knecht and Alicia Katz Pollock dive deep into these fascinating topics and more. Expand your knowledge, gain practical insights, and unlock the potential to take your accounting firm or business to new heights. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Alicia Katz Pollock Alicia Katz Pollock is the QBO Rock Star at Learn.Royalwise.com. As a Top 10 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has five QuickBooks books on Amazon, leads weekly training webinars, and runs a QBO Coaching program. She is a top-rated speaker at QuickBooks Connect, and Scaling New Heights, and will be joining us at GrowCon 2023. With a  Masters of Arts in Teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment. Sponsors: Universal Accounting Center ●        Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get the QuickBooks Online training you need to work confidently and competently.  Enroll in the QBO Bootcamp (UAC) that Alicia created to help you become a capable QuickBooks user. “GROWCON23” - use this coupon for 23% off any courses we offer, or off 1st month of membership For more information related to the training that Alicia offers, check out www.Learn.Royalwise.com  Also consider becoming a certified QuickBooks Specialist with Universal Accounting.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Season 4 Episode 84 FACULTY: Joe Woodard CLASS: #GuidePosts TITLE: Let Your Vision Guide Your Mission on Purpose  In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career. Joe shares his personal story of how he entered the accounting field. The early days of cloud technology and Joe's experience in starting a consulting practice. Origin stories and development of QuickBooks Connect and Scaling New Heights conferences. Joe's role as a certified professional for Intuit and his contributions to the industry. The purpose and significance of Scaling New Heights as an event for accounting professionals. The dynamics and competition between Xero and Intuit in the accounting software market. Comparing the approaches of AICPA Engage and Scaling New Heights. Reflection on the relevance and necessity of the CPA license in the modern accounting landscape. The importance of differentiation in building a successful accounting practice. Defining and aligning purpose and vision to drive growth and success. The role of personal branding and using one's name as a business identity. Parting wisdom from Joe, emphasizing the importance of not wasting time with non-ideal clients or situations. Shout Outs: Dave Barrett, Expensify, Doug Slater, Scaling New Heights, SleeterCon, QuickBooks Connect, Intuit, Xero, Rod Drury, AccountX, Engage, Simon Sinek, Jack Sergeant --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the Intuit Trainer/Writer Network & Elite-level QuickBooks ProAdvisor of Royalwise Solutions, Inc., Alicia Katz Pollock. Connecting with Alicia Katz is an excellent choice if you want to improve your QuickBooks skills and knowledge. As a Top 10 ProAdvisor and a Intuit Trainer/Writer Network member, Alicia is a leading expert in QuickBooks and related software programs. She has authored several books on QuickBooks and MS Word, and is a top-rated speaker at industry events. She offers personalized coaching and online training programs tailored to your unique needs and goals. Her patient and engaging teaching style ensures that you will learn in a fun and easy-to-understand way. Whether a small business owner or a QuickBooks professional, Alicia can help you improve your skills and take your understanding of QuickBooks to the next level. About Alicia Katz Pollock: Alicia is the QBO Rock Star at Learn.Royalwise.com. As a Top 10 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has five QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a QBO Coaching program. She is a top-rated speaker at QuickBooks Connect, Scaling New Heights, and Intuit's Certification Road Show. With a Masters of Arts in Teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment. About Royalwise Solutions, Inc.: Royalwise is a computer training and support company that specializes in teaching popular software programs, such as Apple, Microsoft, and Intuit. With over 30 years of teaching experience, Royalwise offers an extensive library of online classes, live webinars, video tutorials, and personalized 1-on-1 support for learners of all skill levels. What sets Royalwise apart is their commitment to making learning fun and engaging. Their curriculum is infused with humor and entertainment, and their instructors are experts at simplifying complex topics for everyday learners. Royalwise also offers support for businesses, helping them optimize their technology and increase productivity. With a focus on assisting clients to find success and happiness through technology, Royalwise is a trusted resource for individuals and organizations alike. Apply to be a Guest on The Thoughtful Entrepreneur: https://go.upmyinfluence.com/podcast-guest Links Mentioned in this Episode: Want to learn more? Check out Royalwise Solutions, Inc. website at https://royalwise.com/ Check out Royalwise Solutions, Inc. on LinkedIn at https://www.linkedin.com/company/royalwise-solutions/ Check out Allies4me on Twitter at https://twitter.com/allies4me Check out Royalwise Solutions, Inc. on Instagram at https://www.instagram.com/royalwisesolutions/ Check out Royalwise Solutions, Inc. on Facebook at

Ask the Accountant is a weekly podcast hosted by Accountants, Aaron Patrick & Johann Goree. During the podcast they discuss various topics revolving around the accounting industry and give business advice and updates. In this 'We have cool friends' guest special episode we chat with Ryan Pearcy, Director at Scrutton Bland to find out his thoughts on the latest update announcements at QuickBooks Connect from the perspective of a Xero super user.

Live from QBC itself - I can't believe we made it to this point, join us as we talk about all the new annocunments from QBC itself! Join Aaron Patrick and the team on the live LABS podcast, where each Month, they discuss various accounting software updates and other topics that can benefit the accounting community and business owners alike. Both are experienced accountants, certified QuickBooks trainers and entrepreneurs. Have a question you'd like to ask? Join us live and ask away. If we can help you, we will. Interested in being a guest on the show? If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch. https://www.facebook.com/quickbookslabs

The No Accounting for Tech podcast was recorded live from QuickBooks Connect London 2023. Situated at the former fish market in Old Billingsgate and overlooking the River Thames, QuickBooks' first UK conference in four years saw the provider announce a raft of new products and enhancements. In her first QuickBooks Connect as UK general manager, Jolawn Victor discussed her first year in the role and laid out her vision for the future of the Californian vendor's ambitions on this side of the Atlantic. It was then over to UK product director Nick Williams to expand on the new services available to QuickBooks users, including new practice management, tax, accounts production and payroll bureau tools, and enhancements to its existing QuickBooks Advanced product.

On this week's No Accounting for Taste, the Aweb gang are joined by Director & Co-Founder of Juno Sports Tax Sophia Thomas, as she breaks down the various intricacies facing the sports accounting profession. Recently being added to the prestigious Football Black List, a celebration of black excellence across all aspects of the beautiful game, Thomas has become a knowledgeable and well-respected practitioner of this niche field. Explaining some of the unique hurdles her industry faces, Thomas gives us keen insights behind the curtain of sports accountancy. Also on the pod, our panel discuss the recent issues with HMRC's agent dedicated line and recent accusations of slow service, as well as the upcoming Quickbooks Connect event making a long-awaited comeback. Podcast guests: Richard Hattersley Tom Herbert Sophia Thomas

Guest: Intuit Accountants leader Ted Callahan; The latest on QuickBooks Connect 2023; How to defend against ChatGPT stealing your job; Crypto lender Celsius used QuickBooks, too!SponsorsRelay - https://cloudaccountingpodcast.promo/relayLiveFlow - https://cloudaccountingpodcast.promo/liveflowClient Hub- https://cloudaccountingpodcast.promo/clienthubNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe (00:00) - Thank you to our sponsor, Relay (00:26) - Intuit's "Prosperity Ladder" (01:04) - Introduction: Welcome Ted Callahan to the show (02:23) - Earmark launched "Crypto With Accountants" (03:35) - What is Ted's job title and what does he do day to day at Intuit (07:33) - What will Chat GPT and AI change in the accounting industry (09:28) - Will some of Intuit's own internal technology be available for customers to use? (12:08) - Thank you to our sponsor, Relay (13:19) - The Intuit message has changed re: taxes (18:44) - How do you respond to people who say Intuit is now an accountants competitor? (22:53) - Are intuit accounting employees part time? Full time? Get benefits? (26:45) - Thank you to our sponsor, LiveFlow (28:02) - Expanding more on Intuit's accounting employees (33:53) - What should a young owner of a small accounting firm focus on? Where is the opportunity? (38:06) - Let's talk a little about pricing (41:38) - Blake checks in on the live chat (44:40) - Thank you to our sponsor, 3 (46:03) - Some thought on QuickBooks Connect 2022 and plans for QB Connect 2023 (50:17) - FTX and Celsius were on QuickBooks... should they have been? (55:33) - ChatGPT article in Medium using accountants as examples (01:04:25) - David reads a job posting and wrap up (01:07:22) - Client Hub (01:07:59) - RightTool (01:08:21) - Federal Tax Updates Podcast (01:09:35) - How to advertise in these classifieds Show NotesCelsius Was Using QuickBooks for Its Accounting—Just Like FTX – Decrypthttps://decrypt.co/120284/celsius-quickbooks-accounting-ftxCelsius tosses scraps to victims, Alex Mashinsky thought himself infalliblehttps://coingeek.com/celsius-tosses-scraps-to-victims-alex-mashinsky-thought-himself-infallible/ Celsius Network: Final report from the examiner — lies, incompetence and Ponzi schemeshttps://davidgerard.co.uk/blockchain/2023/02/01/celsius-network-final-report-from-the-examiner-lies-incompetence-and-ponzi-schemes/ Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filinghttps://aithority.com/machine-learning/intuit-supercharges-virtual-expert-platform-with-ai-enhancements-to-streamline-expert-assisted-tax-filing/ Will ChatGPT replace you?           https://medium.com/@theo.seeds/will-chatgpt-replace-you-36b05cebe160 AI is not a threat to the accounting profession: as written by an AIhttps://www.accountingtoday.com/opinion/ai-is-not-a-threat-to-the-accounting-profession-as-written-by-an-ai Will ChatGPT replace you?. How to tell if you're gonna lose your… | by Theo Seeds | Jan, 2023      https://medium.com/@theo.seeds/will-chatgpt-replace-you-36b05cebe160 QuickBooks Live Bookkeeping Pricing - Quickbooks           https://quickbooks.intuit.com/live/pricing/ QuickBooks Connect FAQhttps://quickbooksconnect.com/faq/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 ClassifiedsClient Hub - https://clienthub.app/RightTool for QuickBooks Online - https://righttool.appFederal Tax Updates podcast - https://federaltaxupdates.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request: info@cloudaccountingpodcast.com

Join Aaron Patrick and the team on the live LABS podcast, where each Month, they discuss various accounting software updates and other topics that can benefit the accounting community and business owners alike. Both are experienced accountants, certified QuickBooks trainers and entrepreneurs. Have a question you'd like to ask? Join us live and ask away. If we can help you, we will. Interested in being a guest on the show? If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch. https://www.facebook.com/quickbookslabs

Saturday Special! Today's episode comes to you 'live' from last year's QuickBooks Connect. We were lucky enough to get 8+ attendees in the room to discuss their thoughts not only on the return of QuickBooks Connect to live and in person, but also what's happening in their firm, common challenges and how they're tackling them. It was a great session of sharing and encouraging - hope you enjoy!Don't forget to connect with us via LinkedIn and if you liked the episode, remember to rate us.

Join Aaron Patrick and the team on the live LABS podcast, where each Month, they discuss various accounting software updates and other topics that can benefit the accounting community and business owners alike. Both are experienced accountants, certified QuickBooks trainers and entrepreneurs. Have a question you'd like to ask? Join us live and ask away. If we can help you, we will. Interested in being a guest on the show? If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch. https://www.facebook.com/quickbookslabs

Welcome to Surge's Faith, Work, and Rest podcast. Our goal is to help God's people discern their vocations and reimagine their occupations for the good of their neighbors and the glory of God. In this episode, we listen to a conversation between Teena Dare and Michael Ly about the challenge of being an entrepreneur in today's context. Michael Ly is an entrepreneur, speaker, father, husband and follower of Jesus. He is CEO & Founder of Reconciled, an online accounting firm for entrepreneurs and small business owners, as well as co-founder of Humnly & PunchPay. Launched in 2015, Reconciled has been recognized in the accounting industry by industry leaders like Intuit as a “Firm of the Future” in both 2016 & 2018, 2019 Minority Business of the Year by the Vermont SBA, and made both the Inc. 5000 list and Sun Devil 100 in 2022. Michael has spoken at Intuit's Quickbooks Connect conference multiple times, as well as other accounting and small business conferences. https://michaelly.co/ Page for the entrepreneurs group: https://www.surgenetwork.com/entrepreneurs

Kirk Bowman is the founder and Visionary of Value and the Art of Value, a pricing consultancy in Dallas, TX. His podcast, the Art of Value Show, is one of the most shows for knowledge professionals. He has spoken at numeration conferences on pricing including QuickBooks Connect and Scaling New Heights. In 2011, he was appointed a Practicing Fellow at the VeraSage Institute, the think tank founded by Ron Baker. His software company, MightyData, was featured in the book Implementing Value Pricing. In this episode, Kirk talks about value pricing, how he was introduced to it and later switched to this method in estimating and billing customers.  Be inspired as he shares how this decision increased his revenue by over 50% in the first year and 70% in the second.  Learn this and more in his journey on value pricing.   Why you have to check out today's podcast: Find out how Kirk learned about the concept of value pricing Identify the two categories in measuring results Find out details about Kirk's pricing consultancy company and his podcast   “The next time the customer asks for a lower price, turn around and ask them what value they are willing to do without in order to get that price.”– Kirk Bowman   Topics Covered: 01:36 – How Kirk discovered value pricing 03:40 – The concept of value pricing and how it aligns the interests of the professional with his customer 07:13 – Two categories in measuring value: results or outcomes, and how the two differ 12:11 – Sharing the profile of his pricing consultancy company – Art of Value and how it is helping professionals with their business models 14:32 – His podcast – Art of Value and the reason he loves doing it 19:37 – His pricing advice that has a significant impact   Key Takeaways: “The customer's interests are the most important thing. When you align with that, you're lining things up for success.” – Kirk Bowman “It's so important to put alignment upfront as one of the things that you're striving for and keep your eye on at all times because it is in our human nature to focus on our own self-interest and so the focus on theirs, it requires intentionality. It requires strong character.” – Kirk Bowman “Value and pricing are subjective, and by the way, that's okay.” – Kirk Bowman   Connect with Kirk Bowman: LinkedIn: https://www.linkedin.com/in/kirkbowman/ Website: https://artofvalue.com/   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mailto:mark@impactpricing.com  

SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayCanopy - https://cloudaccountingpodcast.promo/canopyFreshBooks - 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 ClassifiedsRightTool for QuickBooks Online - https://righttool.appuCollect - 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

SponsorsRelay - https://cloudaccountingpodcast.promo/relayLiscio - https://cloudaccountingpodcast.promo/liscioCanopy - https://cloudaccountingpodcast.promo/canopyNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeRegister to attend the Cloud Accounting Podcast Party during QuickBooks Connect 2022 in Las Vegas: https://cloudacctpod.link/partyShow NotesRegister to attend the Cloud Accounting Podcast Party during QuickBooks Connect 2022 in Las Vegas: https://cloudacctpod.link/party 9:16 – FTX's Balance Sheet Was Badhttps://archive.ph/2022.11.16-034331/https://www.bloomberg.com/opinion/articles/2022-11-14/ftx-s-balance-sheet-was-bad?leadSource=uverify%20wall 13:00 – Twitter: How bad were FTX's internal controls?https://twitter.com/grdecter/status/1593272102047580161?s=12&t=Ar7b4TGm8sY-JyEkPV85DQ 23:00 – Meet the Metaverse Nightclub–Loving Audit Firm That Presided Over FTX's Financialshttps://www.coindesk.com/business/2022/11/11/meet-the-metaverse-night-clubloving-audit-firm-that-presided-over-ftxs-financials/ 35:29 – Imagine McDonald's makes its own moneyhttps://twitter.com/lynaldencontact/status/1590063257158811648?s=12&t=KR_1sPxxABmrNI70Y8SoGgGet 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 ClassifiedsRightTool for QuickBooks Online - https://righttool.appuCollect - 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

Mathew Heggem is the Founder and CEO of 10kCreators.com, a social enterprise whose mission is to help ten thousand creators achieve financial freedom through mentorship, training, and access to critical resources. In his role, Mathew helps professional artists make and manage their money by serving as their business advisor, coach, mentor, and consultant. In his eighteen-plus years in the accounting industry, he has served in leadership and growth roles at various firms, consulting with entrepreneurs and small business owners. He has been a member of multiple boards, including the Sage Accounting Advisory Council, Womxn Talk Money Advisory Board, the Greenwich Village Chelsea Chamber of Commerce, and Pentacle. CPA Practice Advisor has recognized Mathew as a “Twenty Under Forty Superstar,” and he's been a featured speaker at QuickBooks Connect and Xerocon. He also has published thirty-plus articles for the Accountex Report, SmartCEO, and Entrepreneur.com. He is an alumnus of the Goldman Sachs Ten Thousand Small Business Program and has completed the Fundamentals of Transaction program with Influential U; and is currently in our Thrive program. As an artist, Mathew has eighteen-plus years of experience performing, choreographing, and teaching modern and contemporary dance and was the co-founder of two New York City-based Dance Companies. He has performed at arts festivals, cabarets, and theatres throughoug the mid-Atlantic region, including Dixon Place, the Tank, the New Dance Alliance's ‘Performance Mix Festival,' the Gloucester New Arts Festival, the Transmodern Festival, and DC's RAW Festival. Each week the Influential U Podcast is streamed live on our website, Facebook, Linkedin, and Youtube. If you enjoyed this podcast, share it with others. Subscribe on Apple Podcasts, Stitcher, or any place you get your podcasts. Don't be shy. Give a rating or review. We want to know what you think. Check out our show notes for links to connect with our guests – plus links to websites, books, or special downloads we talked about. This podcast is made possible by the Influential U staff, mentors, and members around the world. Special thanks to our executive producer, Tyson Crandall, and video and sound by Michael Teehee and Darryl Anderle. The Influential U Podcast is produced by Influence Ecology, LLC in Ventura, California. This episode was recorded on September 28, 2022. The podcast theme is by Chris Standring and titled ‘Fast Train to Everywhere.' If you haven't yet offered a rating or review, I ask that you take a moment go to Apple Podcasts or your podcast app of choice and let us know what you think. This helps us more than you know Podcast Bonuses: 10kCreators.com Mathew Heggem on LinkedIn

#034 - Christa Myers is an equestrian bookkeeper and financial coach who is hell bent on debunking the all-too-common belief that there's no money in horses. In this episode, you'll hear tips about: The proper amount you should be paying yourself out of your businessBank account structures / why they're importantVarious bookkeeping software to try (especially if you don't enjoy using QuickBooks)Connect with Christa and let her know you heard her episode on The Leadline! Website: christamyers.comInstagram: @bookswithchristaFacebook: /equestrianbookkeeper-------------This episode is brought to you by GGT Footing, offering world-class footing blends for every arena and discipline. Whether you are in need of an arena makeover or you just need to freshen up your footing, GGT's expert team can help you design exactly what you need. Learn more at ggtfooting.com.Support the show*********CREDITS:Host - Mandee FlandersEditor - Victoria BrockSponsor - GGT FootingIf you're enjoying the podcast, join The Leadline Community on Facebook to connect with like-minded equine business owners and learn more about online workshops, upcoming events, and networking opportunities. Show notes and additional information are available at www.theleadlinepodcast.com.  Support the show

Christa Myers is an equestrian bookkeeper and financial coach who is hell bent on debunking the all-too-common belief that there's no money in horses. In this episode, you'll hear tips about: The proper amount you should be paying yourself out of your businessBank account structures / why they're importantVarious bookkeeping software to try (especially if you don't enjoy using QuickBooks)Connect with Christa and let her know you heard her episode on The Leadline! Website: christamyers.comInstagram: @bookswithchristaFacebook: /equestrianbookkeeper-------------This episode is brought to you by GGT Footing, offering world-class footing blends for every arena and discipline. Whether you are in need of an arena makeover or you just need to freshen up your footing, GGT's expert team can help you design exactly what you need. Learn more at ggtfooting.com.Support the show

Join Aaron Patrick and Ash Beetson on the live LABS podcast, where each Month they discuss various accounting software updates and other topics that can benefit the accounting community and businesses owners alike. Both are experienced accountants, certified QuickBooks trainers and entrepreneurs. Have a question you'd like to ask? Join us live and ask away. If we can help you, we will. Interested in being a guest on the show? If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch. https://www.facebook.com/quickbookslabs

Join Aaron Patrick and Ash Beetson on the live LABS podcast, where each Month they discuss various accounting software updates and other topics that can benefit the accounting community and businesses owners alike. Both are experienced accountants, certified QuickBooks trainers and entrepreneurs. Have a question you'd like to ask? Join us live and ask away. If we can help you, we will. Interested in being a guest on the show? If you have a product or knowledge that would be useful to share with others in the accounting world, please get in touch. https://www.facebook.com/quickbookslabs

SponsorsPractice Ignition: https://cloudaccountingpodcast.promo/piCenterCard:  https://cloudaccountingpodcast.promo/centerClient Hub: https://cloudaccountingpodcast.promo/clienthubNeed 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 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

‘The QuickBooks chap' Aaron Patrick joins No Accounting for Taste to discuss the latest news and a sneak peak at MTD ITSA software. As the head of accounting at the online cloud accountancy firm Boffix, Patrick enjoys getting his hands on the latest accounting tech. Now wonder then that he was figuratively in the front row at the latest QuickBooks Connect event to learn more about their MTD ITSA offering.  Patrick joins No Accounting for Taste regulars Richard Hattersley and John Stokdyk to explain more about his exploration into the great unknown of MTD ITSA software and his efforts to get into a beta.  This week on the show, the AccountingWEB editorial team reviews the latest Westminster rumours and place their bets on latest the riders and runners for next week's Budget. Will we be having a green Budget? Is Sunak going to pull a rabbit out of the hat? In the other big stories shaking up the profession, the team explores some of the reasons behind the profession's talent gap and asks: are the big software developers on the same wavelength as their accountant partners? No Accounting for Taste will be recording live at AccountingWEB Live Expo. Register to attend the event: https://accountingwebliveexpo-2021.reg.buzz/aw-editorial

“The education mindset just has to be a part of your DNA these days.” That is what our guest this week says about how bookkeeping businesses can stay on top of emerging technology trends.  Robbie Randall, Partner Development Manager with the Intuit accountants channel and a regular contributor to Firm of the Future and Tax Pro Center blogs, joins us this week to talk about how cloud computing is transforming businesses of all sizes. He discusses how technology continues to shape and change the way we do business.  During this interview, you'll learn... How businesses have managed their transition to cloud Benefits of artificial intelligence & machine learning in accounting platforms like QuickBooks Online The importance of continuous learning & staying current on the latest technological innovations Connect with Robbie on LinkedIn Learn more about QuickBooks Connect here.   A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.    Time Stamps 2:42 - Robbie's career journey 9:49 - Common challenges faced by large and small businesses during the pandemic 12:35 - Transitioning businesses to cloud & remote capabilities 17:37 - Artificial Intelligence and machine learning in QuickBooks Online & QuickBooks Online Accountant

QuickBooks Connect finished so we went live to talk all about it Join two QuickBooks Certified UK trainers Ash and Aaron as they embark on a podcast to talk about all things QuickBooks! Every fortnight we go live on Tuesday at 4 pm Join us live to ask anything you like about QuickBooks or other accounting/bookkeeping software, or head over to our Facebook page and ask questions there! We are now on Podcast services around the world! We cover news from the world of bookkeeping and have a deep dive into a requested topic or introduce a special guest from time to time. For more information about Ash, you can find him at https://www.nett-tracker.com/ For more information about Aaron, you can find him at https://www.youtube.com/channel/UCo-Tl3tGYrFuOas623Ku3Lg?view_as=subscriber or this link for more info: https://linktr.ee/Applecore Boffix is a sponsor of this PodCast over at https://linktr.ee/Boffix, for all your accounting and bookkeeping needs. Including discounted rates on QBO it's self Join us live with the following links: Links: Facebook Group: https://www.facebook.com/quickbookslabs/ YouTube Live: https://www.youtube.com/channel/UCo-Tl3tGYrFuOas623Ku3Lg/ Podcast https://podcasts.apple.com/ca/podcast/quickbooks-labs/id1518810564

QuickBooks Connect finished so we went live to talk all about it Join two QuickBooks Certified UK trainers Ash and Aaron as they embark on a podcast to talk about all things QuickBooks! Every fortnight we go live on Tuesday at 4 pm Join us live to ask anything you like about QuickBooks or other accounting/bookkeeping software, or head over to our Facebook page and ask questions there! We are now on Podcast services around the world! We cover news from the world of bookkeeping and have a deep dive into a requested topic or introduce a special guest from time to time. For more information about Ash, you can find him at https://www.nett-tracker.com/ For more information about Aaron, you can find him at https://www.youtube.com/channel/UCo-Tl3tGYrFuOas623Ku3Lg?view_as=subscriber or this link for more info: https://linktr.ee/Applecore Boffix is a sponsor of this PodCast over at https://linktr.ee/Boffix, for all your accounting and bookkeeping needs. Including discounted rates on QBO it's self Join us live with the following links: Links: Facebook Group: https://www.facebook.com/quickbookslabs/ YouTube Live: https://www.youtube.com/channel/UCo-Tl3tGYrFuOas623Ku3Lg/ Podcast https://podcasts.apple.com/ca/podcast/quickbooks-labs/id1518810564

The IRS plans to increase audits on small businesses by 50% — but that's a joke based on the latest numbers. Meanwhile, the IRS is investigating fewer tax preparers, the AICPA disagrees with IRS commissioner Rettig on penalty relief and questions the necessity of PPP loan necessity questionnaires by the SBA, Mnuchin pulls the plug on some pandemic lending programs, why women are less likely than men to feel fairly compensated for work-from-home expenses, the top challenges of accounting firms in 2020, over a third of Americans won't move to rural areas due to slow internet speeds, what happened at the virtual QuickBooks Connect 2020, and why Xero investors should forget about the United States market, and more!

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

What better place than QuickBooks Connect 2019 to bring together three accounting coaching phenoms? We're joined by Michael Palmer, CEO of Pure Bookkeeping, Heather Townsend, Founder of Accountants Millionaire Club, and Michelle Weinstein, Founder of the Pitch Queen to talk about accounting and bookkeeping coaching from the marketing, and process perspectives, some key factors for success, and how these experts use their skills to help clients succeed!

Three of the four women behind Next Level Women Leaders take a seat at our table during this year's QuickBooks Connect. Co-founders Laura Tully, Nancy Buffington, and Stacy Ennis, along with Abbey Louie created a training/coaching/motivating platform to help bridge gaps and teach women how to find their power. We talk about the challenges women face in leadership, ethnic and gender issues, and how these women plan to make an impact through their platform.

Claudell was nowhere to be found at QuickBooks Connect 2019, but we discovered a real-life QuickBooks Live bookkeeper - Pam Bingham EA, founder of PB Tax and Accounting Services! We get the lowdown on the QuickBooks Live experience, from a bookkeeper's perspective, and Pam also tells us why she does QuickBooks Live in parallel to running her own growing firm that has both tax and bookkeeping clients.

During our visit to QuickBooks Connect 2019, we got the chance to sit down with Ted Callahan, Director of QuickBooks Live Offering for Intuit and talk about the latest goings on with QuickBooks Live Bookkeeping, including new feature developments, major challenges, what it takes to BE a QuickBooks Live bookkeeper, as well as projections for the future.

We spoke with Ariege Misherghi, Intuit's Global Accountant Segment Leader, at QuickBooks Connect 2019 about what's happening with QBOA, and ProAdvisors, including new features, like the Optimization Center, Bookkeeping Review, and Performance Overview. We also explore some of the challenges Intuit faces with communication, and what they're doing to improve, and because we're cool like that, Ariege even shares a smidgen of exclusive news on the new feature front!

Good day, eh? At QuickBooks Connect 2019, we got the chance to connect with our northern neighbors, Intuit's Scott Zandbergen, and Cheryl Monmohan, and CA Brad Celmainis, to get the latest news on QuickBooks in Canada.

David and Blake are back from weeks on the road and ready to dig into the news, including: Intuit has acquired ChronoBooks to bundle with QBO Advanced; Xero released their half year 2020 results, partnered with TransferWise for electronic bill payments directly INSIDE Xero (UK only for now), and teamed up with GoCardless for inbound ACH payments in the Americas; Google is rolling out checking accounts for consumers; why the future of banking means you're probably still broke; Blake's favorite new app (You Need a Budget); half of firms are still not using eSignatures, and more.

Andrew Wall, Michael Ly, and Hector Garcia do a live recap of QuickBooks Connect on the last Friday of the conference, Special Cameos from our colleagues: Jacob Schroeder, Bob Wang, Wes Hackett, Liz Scott, and Misty Megia (Leader of QuickBooks ProAdvisor Program)! (Pre-recorded live on Friday 11/08 in San Jose) https://www.facebook.com/fnlaccountants/videos/425358394802721/

NOTE: This show was pre-recorded at the 2019 QuickBooks Connect conference. We had a chance to sit down with Ted Callahan, Director of QuickBooks Live and learn how they're trying to help small businesses succeed, how the hiring process works and much more!   We'll be answering your pressing questions about QuickBooks Online, helping you become a Firm of the Future, talking to accounting industry guests and sharing best practices for your bookkeeping, accounting or consulting practice.  2nd & 4th Thursdays, 2-3p PT/5-6p ET *Probably don't want to miss ANY week. Just sayin. Want to have us answer a question? Submit yours here: http://j.mp/SubmitQBOShowQuestion Please visit our sponsor: Neat.com Thanks! — Stacy, Woody & Richard

We're recording at QuickBooks Connect 2019 in San Jose with David DiNardo, owner of ENVOLTA Inc (one of the fastest-growing cloud accounting firms in Canada), and Valerie Heckman of Intuit. Join us for an episode jam-packed with the latest QuickBooks Online product updates announced at #QBConnect, as well as lots more accounting and bookkeeping technology news!

Live from Mevo in San Jose https://www.facebook.com/fnlaccountants/videos/421814011838274/

David and Blake want one of our listeners that are attending QuickBooks Connect to help us co-host an episode of the podcast. Give it a listen for the details.

Here is my inspiration for the concept of building a practice that is the best fit for YOU! It all started while attending a session at QuickBooks Connect several years ago... 

All about the upcoming QBO Connect conference coming up in San Jose this November! https://www.facebook.com/fnlaccountants/videos/2471363862944889/

This episode is EXTRA special because it’s our 50th episode, Becoming You Podcast is 5 months old and we just celebrated 55k downloads!! And I couldn’t think of a better guest than the woman you’re about to have the pleasure of hearing from! I was invited to a women’s leadership and inspiration lunch last month at the Hivery, a drool worthy and inspiring co-working space just north of the San Fran golden gate bridge. I realized I’d seen photos of the Hivery, which has been featured in Forbes, Elle, Entrepreneur Magazine, US Today, SF CHronicle and more…...months ago and had been wanting to find an excuse to make the drive north ever since! In person, the Hivery was even more magical and Bee-utiful than it looked online. It’s a place you want to sit down with your laptop and latte and create your next big project or finish that book you’ve been wantin to write.  It’s no wonder their hashtag is #womendoingcoolstuff. And it was no surprise that the co-founder, Grace Kraaijvanger, was the source of all of this creative energy, inspiration and is all about helping women find their hive!. She is delightful! As a former professional dancer turned mom and marketing executive, Grace was searching for a creative community to start her next chapter of life. In 2014, she founded the Hivery, a collaborative and creative co-working space where members can pursue their work, passions and next chapter! The Hivery is a literal and metaphorical space for people to find and create meaningful work outside of a traditional corporate environment. By focusing on our inner being, Grace shares how she’s designed her life by feel, and explains how everything we want is already inside us! In addition to her role as the Founder & CEO of The Hivery, Grace is a motivational speaker, business mentor, and serves on the board of the SF Dance Film Festival and the Nasdaq YEx Advisory Board. She has spoken at high-profile events such as Watermark, The Girls Lounge at Dreamforce, and QuickBooks Connect, in addition to hosting countless Hivery events and gatherings. Links: Website | Instagram | Facebook     For more info on the host, visit, www.rebeccacafiero.com and follow Rebecca on Instagram @rebeccacafiero ! Want a chance to win a $50 LuluLemon Gift Card? Click Here to leave a review on Apple Podcasts Take a screenshot of your review! Email your screenshot to rebecca@rebeccacafiero.com   Let’s connect on social media! Instagram | Facebook | LinkedIn  

This episode is EXTRA special because it’s our 50th episode, Becoming You Podcast is 5 months old and we just celebrated 55k downloads!! And I couldn’t think of a better guest than the woman you’re about to have the pleasure of hearing from! I was invited to a women’s leadership and inspiration lunch last month at the Hivery, a drool worthy and inspiring co-working space just north of the San Fran golden gate bridge. I realized I’d seen photos of the Hivery, which has been featured in Forbes, Elle, Entrepreneur Magazine, US Today, SF CHronicle and more…...months ago and had been wanting to find an excuse to make the drive north ever since! In person, the Hivery was even more magical and Bee-utiful than it looked online. It’s a place you want to sit down with your laptop and latte and create your next big project or finish that book you’ve been wantin to write.  It’s no wonder their hashtag is #womendoingcoolstuff. And it was no surprise that the co-founder, Grace Kraaijvanger, was the source of all of this creative energy, inspiration and is all about helping women find their hive!. She is delightful! As a former professional dancer turned mom and marketing executive, Grace was searching for a creative community to start her next chapter of life. In 2014, she founded the Hivery, a collaborative and creative co-working space where members can pursue their work, passions and next chapter! The Hivery is a literal and metaphorical space for people to find and create meaningful work outside of a traditional corporate environment. By focusing on our inner being, Grace shares how she’s designed her life by feel, and explains how everything we want is already inside us! In addition to her role as the Founder & CEO of The Hivery, Grace is a motivational speaker, business mentor, and serves on the board of the SF Dance Film Festival and the Nasdaq YEx Advisory Board. She has spoken at high-profile events such as Watermark, The Girls Lounge at Dreamforce, and QuickBooks Connect, in addition to hosting countless Hivery events and gatherings. Links: Website | Instagram | Facebook     For more info on the host, visit, www.rebeccacafiero.com and follow Rebecca on Instagram @rebeccacafiero ! Want a chance to win a $50 LuluLemon Gift Card? Click Here to leave a review on Apple Podcasts Take a screenshot of your review! Email your screenshot to rebecca@rebeccacafiero.com   Let’s connect on social media! Instagram | Facebook | LinkedIn  

Best on Ground Talk about down to earth leadership, Trent Innes is leading from the front on the behaviour he wants in his team: https://www.businessinsider.com.au/xero-boss-if-you-dont-wash-your-own-coffee-cup-dont-bother-applying-for-a-job-2019-5 New apps: Reckon STP App  Aider.AI - Check out David’s interview with the founder Brendan Roberts here: https://www.sequelcfo.com/thefinancialmentor/episode-2.-your-business-has-nothing-in-common-with-gilette Chata.AI Worst on Ground Small Biz wasting their time with IRR laws: https://www.smh.com.au/business/small-business/one-in-a-hundred-success-rate-sparks-small-business-sacking-reform-call-20190527-p51ri1.html Paul’s STP enthusiasm Sholto’s Death of Bookkeepers tweet. “Existential threat”: https://twitter.com/sholtomac/status/1134257674009292800  Indepth: QBC Wrap up, Our Top 6 Takeaways

Coming to you from Quickbooks Connect 2019, David sat down John Dunkerley, Australia Country Manager at Intuit. The discuss: what's next for Quickbooks the future of add on app ecosystem  app advisory  the role of AI in accounting software

Straight from Quickbooks Connect 2019, David sat down with Cassie Divine, Vice President, QuickBooks Online Platform Leader at Intuit, to talk about the global small business landscape and inspiring female business leaders.

Best on Ground We've got 5 free tickets for Quickbooks Connect, enter here: https://www.fromthetrenches.com.au/qbc2019 Australian Accounting Awards https://twitter.com/jak_knight/status/1131815074748817408?s=19 The bank of intuit https://twitter.com/mattpaff/status/1131657258968862720?s=19 Effective accounting marketing https://m.facebook.com/watch/?v=851256128545958&_rdr Great staff Venn Diagram: https://www.linkedin.com/feed/update/urn:li:activity:6527289717006966784 Worst on Ground David at Accounting Awards Purple bricks: https://www.afr.com/real-estate/residential/purplebricks-to-quit-australia-20190507-p51kzo Jamie Oliver Jason Andrew’s post on the startup Anki shutting down after raising more than $200 million: https://www.linkedin.com/feed/update/urn:li:activity:6528776576727941120 Indepth: 6 Tips to Manage Deadlines

(https://bdacademy.pro/wp-content/uploads/2019/05/Amanda-C-Watts.jpg) Amanda C Watts Amanda C. Watts is the creator of the Velocity programme for CPAs and accountants. Velocity is a structured 3-step marketing and sales programme based on the best selling book The Pioneering Practice. By helping firms to clearly understand and communicate the value they provide they transform their positioning, remove their competition and generate higher revenue with fewer clients. She can take an average fee of £3k to £10k a year and beyond. Amanda has been in marketing and sales for 26 years and has won awards for her training programmes. She is the author of two best selling business books: Escape, the Definitive Guide To Becoming A Freedompreneur®, and The Pioneering Practice. She has been featured in The Guardian, The Telegraph, spoken at Quickbooks Connect and Accountex London. Shownotes: To go from good to great, accounting firms need to make it all about relationships Accountants have been labelled over the years as not people oriented but too technical Anyone, even accountants, can program their mindset with the right attitude and coaching Accountants who don’t like the term ‘trusted advisor’ can’t come up with a better alternative For accountants, sales and marketing means attracting, connecting with and converting your ideal clients Why the accounting profession is so exciting right now, with ripe opportunities to give, grow and get Accountants are better than business coaches because they understand the numbers Two biggest challenges for growing accounting firms – tech and staff What ‘focus’ looks like for marketing savvy accountants Three things an accountant should look for in an ideal client The wisdom of changing niches every few years The savvy accountants are using more sophisticated marketing techniques vz a few years ago Worst advice being given to accountants at the moment is on pricing The best hiring policy to attract good people is through culture and how much fun it is to work for you Shout to out Alex Falcon Huerta – what she gets her staff doing most of the time A major source of confidence is gumption – just closing your eyes and going for it! The ‘advisory conversation’ has been going on too long with very little change The two biggest reasons why accountants fear change No amount of marketing will bring you business – you have to start having conversations off the back of it (https://bdacademy.pro/wp-content/uploads/2019/05/amanda_watts.png)   Amanda lives in Surrey with her husband Matthew, two children and her cat named Cat. She has a passion for different cultures and loves travelling the world. To learn more about Amanda and her work, visit  www.twentytwo.agency (http://www.twentytwo.agency) or contact Amanda: Phone +44 (0)1883 317 369 LinkedIn:  https://www.linkedin.com/in/amandacwatts (https://www.linkedin.com/in/amandacwatts/) Twitter: @amandacwatts (https://twitter.com/amandacwatts) Liked your Accounting Influencers Podcast Interview with Rob Brown" target="_blank">email her directly>>

The AccountingWEB editorial team and a stellar line-up of accountants go beyond the QuickBooks Connect headlines and analyse the key themes from the event. Joining AccountingWEB's Richard Hattersley and John Stokdyk to ruminate over the event are Emma Chesson, head of online at Kreston Reeves, Fiona Frasier from Frasier +,  Peter Jarman, the managing partner of PJCO, and Will Farnell from Farnell Clark. You can find more information on the stories discussed here:

Why you have to check out today’s podcast:  Learn how Kirk learned about the concept of value pricing Identify the two categories in measuring results Find out details about Kirk’s pricing consultancy company and his podcast   Summary Kirk Bowman is the founder and Visionary of Value and the Art of Value, a pricing consultancy in Dallas, TX. His podcast, the Art of Value Show, is one of the most shows for knowledge professionals. He has spoken at numeration conferences on pricing including QuickBooks Connect and Scaling New Heights. In 2011, he was appointed a Practicing Fellow at the VeraSage Institute, the think tank founded by Ron Baker. His software company, MightyData, was featured in the book Implementing Value Pricing. In this episode, Kirk tells about value pricing, how he was introduced to it and later switched to this method in estimating and billing customers.  Be inspired as he shares how this decision increased his revenue over 50% on the first year and 70% on the second.  Learn this and more in his journey on value pricing.    "The next time the customer asks for a lower price, turn around and ask them what value they are willing to do without in order to get that price."   - Kirk Bowman   Stay updated on all thing pricing.  Subscribe to 'The Pricing Perspective' here   Topics Covered:   01:36 – Kirk discovers value pricing and how his revenue went up to 70% in his second year after shifting from hourly billing 03:40 – The concept of value pricing and how it aligns the interests of the professional with his customer 07:13 – Two categories in measuring results or outcomes and how they differ 12:11 – Sharing the profile of his pricing consultancy company - Art of Value and how it is helping professionals with their business models 14:32 – His podcast – Art of Value and the reason he loves doing it 19:37 – His pricing advice that has a significant impact   Key Takeaways: “Our goals as suppliers are not aligned with the goals of our customers.” – Kirk Bowman “The customer's interests are the most important thing. When you align with that, you're lining things up for success.” – Kirk Bowman “It's so important to put alignment up front as one of the things that you're striving for and keep your eye on at all times because it is in our human nature to focus on our own self -interest and so the focus on theirs, it requires intentionality. It requires strong character.” – Kirk Bowman “Value and pricing are subjective, and by the way, that's okay.” - Kirk Bowman   Connect with Kirk Bowman: LinkedIn artofvalue.com   Connect with Mark Stiving Email:mark@impactpricing.com LinkedIn Twitter

Intuit’s Small Business Online Ecosystem Revenue increases 42 percent in its latest quarterly results; takeaways from QuickBooks Connect from Matt Paff and Sholto Macpherson; a new survey shows that 38 percent of employees resent when IT dictates the tech they use at work; crazy stats from the 2018 High Growth Study of professional services firms by Hinge Marketing; why blockchain won’t put accountants out of work anytime soon; and multi-factor authentication headaches

Blake and David are back from QuickBooks Connect and ready to catch up on the news, including the results from two surveys of accounting firms published recently in Accounting Today. The gist: Accountants in public are feeling plenty of pressure to keep up with technology changes and figure out how to differentiate themselves from the competition. Also, Intuit’s incoming CEO Sasan Goodarzi has come out swinging, telling the Silicon Valley Business Journal that he thinks QuickBooks has a huge opportunity to win the mid-market from Sage Intacct and Oracle NetSuite with their new QuickBooks Online Advanced. Meanwhile, Sage has chosen CFO Steve Hare to become their new CEO rather than choosing an outsider with “SaaS in their veins,” as had was expected.

Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming QuickBooks features announced at Day 2 of the annual conference (Main Day).

Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming features announced at Day 1 of the annual conference (Accountant Day).

Episode 34 of the Art of Advisory, podcast by Kirk Bowman and Hector Garcia: Value Pricing and Effective Video Marketing (Preparing for QuickBooks Connect 2018) Watch us LIVE every Tuesday at 12pm EST in Facebook at: http://www.facebook.com/artofadvisory Download MP3: http://hectorgarcia.com/wp-content/PODCAST/ArtOfAdvisory_Episode34.m4a

Episode 34 of the Art of Advisory, podcast by Kirk Bowman and Hector Garcia: Value Pricing and Effective Video Marketing (Preparing for QuickBooks Connect 2018) Watch us LIVE every Tuesday at 12pm EST in Facebook at: http://www.facebook.com/artofadvisory Download MP3: http://hectorgarcia.com/wp-content/PODCAST/ArtOfAdvisory_Episode34.m4a

Jeff Cates is the president and CEO of Intuit Canada, the company behind QuickBooks Online, TurboTax and Mint.com. There are 13 guests on this episode! Here are the times they all appear if you're looking for someone specific:  4:55 - Jeff Cates, President and CEO of Intuit Canada  25:34 - Claire Niburski from Knit Technologies   26:50 - Rhys Mohun from FundThrough  27:50 - Christian Ali from Dream Payments  29:43 - Brendan Woods from AutoEntry  31:01 - Paul Abrams from WayPay  31:54 - Geoffrey Gualano from HubDoc  32:52 - Charmaine Cheung from Plooto  33:59 - Lisa Zamparo from lisazamparo.com  35:03 - Elliott Stone from MDTax  36:42 - Cathy Bonch from ACCPro Services  37:33 - Londale Lindo-Sewell from ACCPro Services  38:10 - Vicki Curtis from Curtis-Villar and her new company Digitfy Inc.  I am sooo excited about this episode. If you listen to the show, you probably know that I'm a personal finance coach. I help people organize and simplify their personal finances.  But I also have tons of experience with bookkeeping and accounting so, on the small business side I am also a bookkeeping coach. I help people learn how to do their basic small business bookkeeping. And because QuickBooks Online (QBO) has this awesome program for accountants and bookkeepers, I became a QBO ProAdvisor.  But maybe you don't need a coach like me. Maybe you need an experienced bookkeeper or accountant who knows your type of business. Maybe someone who's done small business tax returns for the last 20 years and understands how to make sure the Canada Revenue Agency doesn't come knocking at your door, and if they do, you're ready for them.  People ask me to recommend an accountant all the time. They want someone they can trust. So I decided to build my new site https://financialaccounting.ca. Financialaccounting.ca is Canada's Bookkeeping and Accounting Hub and it is live today! I have featured accountants who I've met and are real people. You will hear from them later in this episode. There are tons of companies that have created apps that are integrated with QBO. These are apps that make data entry easier, help you get paid quicker and make payroll and benefits really easy, just to name a few. I met some of these QBO partners and you'll hear from a few of them later in the show too. But first up in the show, I was lucky enough to get an interview with Jeff Cates, president and CEO of Intuit Canada, the company behind QuickBooks Online, TurboTax and Mint.com. At the December 2017 QuickBooks Connect conference in Toronto we talked about how automation and artificial intelligence are changing the way we manage business finances. There's some really fascinating stuff coming that is going to ultimately make it easier for the user, YOU, to focus on growing your business, instead of worrying about your accounting. I put all this together to help you get your business organized. That's what my new site is about. Whether it's me or someone else you find on the site, I want to make sure you know where to find the tools you need and the right people to help you. So head over to https://financialaccounting.ca to find all the links that were mentioned by any of the 13 guests on today's episode.  NEXT EPISODE  35 - Barry Choi  Click here to book a FREE 15-minute personal finance consultation with Beau Humphreys, Personal Finance Coach Click here to become a patron of The Personal Finance Show via Patreon To register for my next available personal finance webinar click here.

A stellar panel of accountants joined the AccountingWEB podcast team at QuickBooks Connect to discuss the biggest stories in accountancy this week. Up for discussion this time around were whether directors with no income need to file tax returns, which flavours of Nesquik attracted a zero VAT rating, and what had caught the accountants' eye at the event.

In this episode, I'm joined by Will Lopez, Founder and CEO of Advisorfi. We discuss the potential impact of blockchain and artificial intelligence on the accounting profession, new features announced at QuickBooks Connect, and how 9/11 resulted in the beginning of the end for paper checks.

Aynsley is the CEO of Tayabali Tomlin, an accounting firm that specialises in working with owner-managed business to help them grow profitably. The firm has been named as one of the World's Most Inspiring Accountants and was awarded Best Advisers to Small Businesses in the UK at the end of 2016.  It has also been awarded Most Innovative Accounting Firm in the UK for the past three years for the way it does business. Particularly, for the work the firm has done in the areas of brand, culture, social purpose, customer value propositions and use of technology. All of which has helped it to stand out from the crowd and create a better experience for clients and ultimately, help them achieve better results.   Aynsley was ranked number five on the #Economia50 list of the most influential sources of finance news and information on social media in the UK. He is a regular keynote speaker and has recently presented at the ICAEW Annual Practice Growth Conference, QuickBooks Connect and was invited as a guest to Sir Richard Bransons' Necker Island, to speak to a group of entrepreneurs from around the world about how to scale profitably. 
 In this episode, we discuss: 
 How to avoid common business owner mistakes The fundamental elements of a good business plan Which numbers you need to paying attention to (and how to get them) Why operating cash is more important than profit At what stage in your business you should consider getting finance or investment When you should upgrade your business systems And more