Podcasts about Xero

- Join David's email list, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com In this "best-of" interview, I sit down with Nunzio Presta, founder of BuyAndSellABusiness.com, to discuss what ten years of marketplace data reveals about business buyers, sellers, valuations, and deal activity. We explore how asking prices compare to actual selling prices, why some businesses sell above asking price, how interest rates impact transactions, the growing number of acquisition entrepreneurs entering the market, and what buyers and sellers can learn from real-world business sale data. **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com ----- #BusinessAcquisition #BuyABusiness #SellABusiness #BusinessValuation #SmallBusiness #Entrepreneurship #BusinessBuying #BusinessSelling #ETA #SearchFund #DealMaking #BusinessBroker #AcquisitionEntrepreneur #MarketIntelligence #businessgrowth Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Youtube music licensing code: 5PJWQOE5ZZHTQSRY

- Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Many entrepreneurs assume that a recurring revenue business guarantees steady cash flow, assuming it is the most secure entry into small business ownership. In this video, I break down 10 risks that can hide inside recurring revenue businesses, including customer concentration, client churn, contract issues, slow-paying customers, valuation mistakes, and hidden project revenue. If you're thinking about buying a business, evaluating a business for sale, or exploring entrepreneurship through acquisition (ETA), understanding these risks could save you from making an expensive mistake. **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com #RecurringRevenue #BuyABusiness #BusinessAcquisition #ETA #BusinessValuation #DueDiligence #SmallBusiness #Entrepreneurship #BusinessBuyer #Investing Youtube music licensing code: 5PJWQOE5ZZHTQSRY

On this replay, Veronica and Tori welcome on The Princess King, Tommy Xero! Listen in as we discuss their journey in that squared circle not only as a wrestler but also as the founder of Medusa Pro Wrestling! Tune in on either, YouTube, Facebook, or Twitch, at 9:00 p.m. CST! Originally aired 6/3/26.Voting for the Sudsy Awards is open for the entire month of June! Just go over to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠voting.suds-media.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to cast your vote in all the soap and wrestling categories!Don't forget to hit that subscribe button and turn on those notifications! Like the video and support our channel by giving us Super Chats, Super Stickers, and Super Thanks! You can also view some of our merch right on this YouTube Channel! And remember for 2026, we are giving away a Free T-Shirt every month! To enter, all you need to do is send us a Super Chat, Super Thanks, or Super Sticker, and you get an entry. A random winner will be chosen at the end of every month of 2026 from everyone who sends us a Super on YouTube!What the Fudge?!? Homemade Confections! If you live in the New Haven, CT area, go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠whatthefudgect.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/whatthefudgect⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to order some homemade fudge in a rotating variety of flavors. Use promo code "SUDS" for 10% off your first order. And look for the "What The Fudge?!?" moment during episodes of Suds News and GateCrashers!We are now a creator partner of 1st Phorm! Go over to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1stPhorm.suds-media.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to join Vinnie on his weight loss journey and get some great 1st Phorm products!Dubby Energy is now partnered with Suds Media to bring clean energy and hydration drinks straight to you! Just go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.dubby.gg/discount/SUDSMEDIA?ref=kedjdzkm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and use the promo code SUDSMEDIA for 10% off your order!We are officially an affiliate for WWE Shop, go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠wrestlingmerch.suds-media.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to shop with our official affiliate code.Are you looking for some help with your relationship or your sex life? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠coachingbylorie.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and use promo code WELCOME for 20% off your first session.Go to our Linktree for an All-Access Pass to our Stuff!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktree.suds-media.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠©2026 Suds and Squared Circle Media

ohn Toon, Eriona Bajrakurtaj, and Leigh Stallard cover FYI's first AI features, two separate Xero conversations, BrightPay Oscar, Sodium, Record OS and the Maple Review.   FYI has added its first AI features, built around the existing automation layer rather than added on top as a chatbot. Firms that have properly embedded the product will benefit most. It runs on AWS Bedrock, which doesn't retain data or train models, which the hosts consider important for client confidentiality.   Xero comes up twice. First, incremental bank rec improvements: view, add and delete files and change account codes in the reconcile screen, search by payment reference, and upload multiple files through the accounting app. Then a more uncomfortable story: Xero sent an email to all users saying "your Xero numbers are now in Claude," which alarmed a lot of people. The hosts work through what the integration actually means, who owns client data when it flows through a third-party LLM, and what the GDPR implications are. John explains the difference between read-only MCP connections and write access, using the example of a US marketing company whose entire database was deleted by Claude Code overnight. Eriona raises what happens when Xero moves from sharing insights to taking actions - she has already seen Claude ask to take control of her computer mid-session.   BrightPay's Oscar gets a revisit after Accounting Web covered early adopter feedback. Mark Francis of Francis Bookkeeping Solutions reported that onboarding which previously took one to two weeks now takes five to ten minutes. Eriona is cautious about how this translates for small-client practices where the business owner, not an HR team, is handling the process. Leigh then covers Sodium adding billing and walks through the commercial logic: a slice of payment processing interchange could nearly double their average revenue per customer. John uses it to open a debate on why practice management has never been solved - and all three agree it probably never will be.   Record OS has launched publicly after raising £2 million in pre-seed funding. The model pairs AI data capture with a qualified tax professional reviewing the return before submission, priced at £125 for a standard self-assessment filing. Eriona's concern is whether the economics hold when cases get complex. John is more optimistic, arguing it represents a shift from human capital cost to product cost in compliance work. Leigh adds the sharpest point: Record OS is one government policy change away from not having a business model, and the same risk applies to any practice built mainly on compliance.   Also covered: FreeAgent's new landlord statement upload feature ahead of MTD; Plaid opening its MCP server to AI agents for bank feed diagnostics, with Eriona and John debating how comfortable they are with AI that close to financial infrastructure; Brief's latest update, including a UI overhaul, AI client profiles, two-way client scoring and automated group check-ins; and the Maple Review, a government report on barriers to entrepreneurship in the UK. All three back its recommendations on financial and business education in schools, and Xero gets a namecheck for supporting the report.   00:00 Intro and Disruptor Awards 01:54 Episode preview 02:52 Check-ins 06:35 FYI: First AI features 09:52 Xero: Bank rec improvements 11:45 Xero meets Claude: Data, privacy and agentic risk 15:09 BrightPay Oscar: AI employee onboarding 18:58 Sodium: Practice management and billing 24:30 FreeAgent: Landlord statement upload 26:19 Plaid: AI agents and bank feed diagnostics 28:23 Brief: Client relationships, scoring and check-ins 31:48 Record OS: Self-assessment productised 38:13 The Maple Review 46:12 Outro

- Join David's email list so you never miss any new videos or news, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com In this 'best-of' interview, I sit down with Lisa Forrest of Live Oak Bank, one of the most experienced SBA lending experts in the industry. We discuss how SBA loans work for business acquisitions, what lenders look for in borrowers, common financing mistakes, working capital requirements, seller financing, debt service coverage, and much more. Original Livestream video: https://youtube.com/live/xfT0nddhzEE **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com ----- #SBALoans #BusinessAcquisition #BuyABusiness #SmallBusiness #Entrepreneurship #BusinessBuying #BusinessFinance #SearchFunds #BusinessGrowth Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Youtube music licensing code: 5PJWQOE5ZZHTQSRY

The world feels uncertain, and every bookkeeper is seeing the impact. In this episode of The Bookkeepers Podcast, we discuss anxiety in business, forecasting for uncertain times, the rise of AI, Making Tax Digital, and what the future looks like for the modern bookkeeper. We explore how a bookkeeper can help clients navigate uncertainty, where AI fits into the profession, and why human insight and data interpretation are becoming more valuable than ever. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:33 - Current Events and Personal Experiences 00:01:06 - Impact of Global Events on Personal and Business Life 00:01:38 - Media Consumption and Its Impact 00:03:06 - Anxiety and Its Impact on Business 00:03:20 - Economic Changes and Their Impact 00:03:53 - Role of Forecasting in Business 00:05:09 - Preparation for Potential Crises 00:07:17 - Post-Covid Anxiety and Its Impact 00:09:57 - AI and Its Potential Impact on Business 00:11:09 - Tech Overwhelm and Its Impact on Productivity 00:12:30 - Vibe Coding and Its Potential Use 00:14:11 - Role of AI in Systematizing Business Processes 00:15:22 - AI and Systemizing Business Tasks 00:16:25 - AI in Data Interpretation and Extraction 00:17:55 - AI and the Human Element in Business 00:18:57 - AI and Professional Qualifications 00:20:14 - Claude and Xero Integration 00:22:09 - Using AI for Repetitive Tasks 00:24:51 - Cost and Risks of AI 00:27:27 - MTD and HMRC Changes 00:30:25 - Registering as an Agent with HMRC 00:30:48 - Experience at AccountEx 00:31:26 - Day Two at AccountEx 00:32:37 - Upcoming Events 00:33:10 - Closing Remarks #bookkeeper

James Taylor from Port Fairy, Victoria, targets the devastating operational mistake of burying your head in the sand while locked into fixed price contracts during sudden material price hikes. By dropping his margin just to win a massive, ego-boosting custom home, James drained his company's accounts and was forced to sell his $100,000 fishing boat just to keep the lights on. This lack of financial visibility resulted in panicking overseas when the business completely ran out of money.To resolve this friction, James executed a complete mindset shift from busy builder to true business owner. He introduced the "Birth of No," firmly rejecting clients whose budgets do not match their grand expectations. He also implemented a strict weekly cash flow projection sheet and transitioned to cost-plus contracts to insulate his business from market conditions. By setting firm expectations for his foremen, he built a team that actively manages site operations instead of asking for unearned pay raises.Links & Resources: Wunderbuild: https://www.wunderbuild.com/ Xero: https://www.xero.com/ Buildxact: https://www.buildxact.com/

Andy Pow hosts this week's podcast with Forvis Mazars healthcare accountants Dawn Laird and Lee Simmonett to explain Making Tax Digital (MTD) for income tax, described as the biggest change since the 1990s and arriving in 2026, with around three-quarters of affected taxpayers not registered. MTD currently applies mainly to self-employed clinicians such as GP locums (and some consultants with self-employed private practice) and to property income; it does not directly affect partnerships or limited companies. The trigger is cumulative income over £50,000 (before expenses), including combined self-employment and rental income, with thresholds falling to £30,000 then £20,000. Recipients must register separately (not auto-enrolled). Quarterly submissions start with the first due 7 August, plus a final declaration; tax payment dates remain January and July. Spreadsheets require bridging software; digital tools like Xero are recommended. Penalties begin next year: one point per missed quarterly submission, £200 at four points, lasting 24 months.00:00 MTD Shockwave 202601:23 Who Must Comply02:37 Income Thresholds Explained05:15 Registering With HMRC06:35 Quarterly Deadlines07:10 Software Vs Spreadsheets08:53 Final Declaration Basics11:40 Penalties And Compliance16:10 Rental Income Complications20:12 New Businesses And Voluntary21:45 Top Tips To Prepare23:57 Accountant Support Options26:51 Final Wrap UpWant the latest financial tips for doctors and exclusive invites? Join 71,000 doctors here https://www.medicsmoney.co.uk/join-medics-money/Want a free assessment of your finances? Click here https://medics-hnz5twj1.scoreapp.comWant to improve your finances fast? Then come on our coursehttps://www.medicsmoney.co.uk/medics-money-financial-wellbeing-course/Want to find out more about our other courses?www.medicsmoney.co.uk/coursesFollow us on InstagramFollow us on TwitterDisclaimer:The information provided in this content is for educational and informational purposes only and does not constitute financial advice. You should not rely on this content as a substitute for professional advice tailored to your specific financial situation. The value of your investments can go down as well as up. Past performance is not indicative of future results.

Episode #261 features Ameet Bains, CEO of the Western Bulldogs, an AFL club with more than 65,000 members, $100 million in net assets, and a reach spanning elite sport, community programs and one of Australia's fastest-growing regions. Ameet reflects on growing up as the son of Indian migrants, embracing both Australian and Punjabi cultures, and the entrepreneurial sacrifice his parents made to fund his education and future. Vidit and Ameet explore his journey from lawyer at MinterEllison and Toyota to AFL executive, the setbacks and missed opportunities that ultimately shaped his career, and the leadership lessons learned from managing player contracts, building high-performing teams and leading through intense public scrutiny. They also discuss sustaining success in elite sport, balancing ambition with family, the future of AI in organisations, engaging Australia's rapidly growing Indian community, and why humility, service and long-term thinking matter more than headlines. Please enjoy exploring your curiosity. ________ Get in touch with us via email at contact@curiositycentre.com Join our stable of commercial partners including the Australian Government, Google, KPMG, Vanta, Allens, Macquarie Capital, City of Sydney and more.  Show notes and more episodes here Follow us on LinkedIn, Twitter and Instagram Get in touch with our Founder and Host, Vidit Agarwal directly here Contact us via our website ________ The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW. Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica), Philip Green (Australia's Ambassador/High Commissioner to India), Vivek Bhatia (CEO, MUFG), Cristina Cordova (COO, Linear) and more.

**New Video Alert! One of the biggest mistakes business buyers make is assuming that all of a business's cash flow belongs to them. It doesn't. Some of that cash flow must be set aside to replace equipment, maintain assets, renovate facilities, and keep the business operating at the same level. Watch the video here: https://youtu.be/71lmcZGNrks Cheers See you over on YouTube David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

00:00 - Catapult Powering the World Cup04:00 - EOFY Sales08:45 - Taxis + Uber Decision18:00 - Sleep Question23:00 - $1 Trillion vs $1 Billion27:00 - Robyn Denholm40:00 - CGT Changes + Impact on Startups52:45 - VicRoads Fail54:15 - Xero1:04:00 - SpaceX1:17:44.100 - Tim Wilson joins The Contrarians Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.

Indi and Ryan are joined by Kevin Fitzgerald covering VAT workflow improvements, AI payroll onboarding, the month-end close race, and a blunt conversation about why most accounting professionals still are not using AI at all. FreeAgent has shipped VAT return improvements timed to the April 2026 MTD rollout for sole traders and landlords. Kevin notes that FreeAgent's position within NatWest Group gives it a natural route to compliance ownership of the SMEs it serves. Ryan observes that FreeAgent and Sage are now competing on functionality that Xero and Intuit have largely left behind as they moved upmarket. Dext has added Core Guidance to AI Assist, a pre-configured library of compliance-aligned bookkeeping rules that firms can activate per client without any setup work. Indi argues that setup friction has been the real enemy of AI adoption, and Ryan, despite being the self-declared cynic, concedes it is a strong release. The conversation turns to a harder question: if firms are training the Dext engine through their own decisions, are accountants teaching the software vendor how to do their job? Bright has launched Oscar, an AI onboarding agent that contacts new starters via WhatsApp, collects P45s, bank details and right-to-work documents, and passes everything to BrightPay for review. A process that takes up to seven days is reduced to 1.5 hours. Kevin questions whether that saving justifies packaging as a chargeable service. Ryan challenges the WhatsApp security model before the source article confirms the interaction sits behind a Bright login. Kevin also explains how Employment Hero is building Hero AI, with compliance agents that can read employment contracts and surface risk across the business. MIMO has extended Associate into bank and balance sheet reconciliation. Indi explains the logic: to make its receivables financing work downstream, MIMO needed the upstream data layer to be reliable first. Ryan notes that period close is the story everyone in accounting tech is chasing, and the question is not who gets there first but who builds it well enough to change how accountants work. Kevin leads a direct conversation on the AI skills gap. Fifty-eight per cent of finance departments report skills gaps, 19% of accounting professionals use AI daily, and 70% have never used AI at work. Ryan offers four structural reasons: productivity targets that penalise learning time, the cost and data sensitivity of paid tools, centralised training cultures that resist independent exploration, and a shortage of accounting-specific AI guidance. Also covered: Zoho Books is bringing a summer roadshow to six UK cities covering MTD, corporation tax and AI for practices. Ryan highlights Trove, a bootstrapped Xero credit control app launched in late 2024, claiming a 60% reduction in overdue invoices. This episode is supported by Employment Hero, an AI-powered HR, payroll and recruitment platform for UK businesses. employmenthero.co.uk This episode is also supported by SuiteFiles, practice management and document automation software for accounting firms. suitefiles.com 00:00 Welcome to Digi-Tools in Accrual World 02:53 FreeAgent updates its VAT workflow as MTD for Income Tax goes live for the first wave of users 05:31 Dext adds a compliance-aligned baseline to AI Assist 11:51 Zoho Books brings a free summer roadshow to six UK cities for practices 14:27 Bright launches Oscar, an AI payroll onboarding agent that works via WhatsApp 19:49 Bright's CTO on why the firm mapped compliance workflows before shipping any AI 27:54 MIMO extends Associate into bank and balance sheet reconciliation 32:58 Trove cuts overdue invoices by 60% for early Xero adopters 36:05 SuiteFiles launches AI Smart Templates to automate placeholder field recognition 38:14 Only one in five accountants use AI daily. 

Tom discusses Adfin as a "new, better GoCardless," arguing it offers stronger support, more competitive pricing, and a broader product: direct debits, cards (including Apple Pay/Google Pay), open banking, and bank transfers in one platform with integrated chasing and reconciliation via Xero. He says the market has lacked innovation for 15–20 years and positions Adfin's goal as getting businesses paid faster at lower cost through automation and AI-driven personalization (e.g., mandates and chasing from a user's own email domain). Adfin is UK-focused, accepts international card payments, and plans euro and USD bank transfers within six months. A key differentiator is an automated direct debit migration process that moves mandates from other providers in about five weeks without customer action beyond notification. The episode also covers VRP skepticism, configurable payment limits/rules, virtual accounts for automated bank transfer reconciliation, and optional surcharging for expensive business cards.   00:00 Are We The New GoCardless 00:42 Why Adfin Wins 02:03 Why Challenge The Incumbent 03:56 Startup Speed Vs Scale 05:16 Payments Platform Explained 05:58 International Payments Roadmap 07:07 Switching Without Risk 09:26 VRP And Open Banking Reality 13:14 MSP Workflow Examples In Xero 15:43 Chasing Emails And Payment Limits 17:47 High Value Bank Transfers 18:52 Apple Pay Fees And Surcharging 22:33 Wrap Up And How To Reach Adfin   Connect with Tom Pope on LinkedIn by clicking here – https://www.linkedin.com/in/tom-pope-979a4940/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

Late registration for self employment can quickly become a cash flow problem. Missing HMRC deadlines may lead to penalties, backdated returns, VAT issues, and unnecessary stress for sole traders and new business owners. About this episode When a business starts, it is easy to focus on websites, branding, customers, bank accounts, and sales. However, basic tax compliance matters from the very beginning. In this episode, we explain what can happen when self-employed businesses fail to register on time. We cover the registration threshold, the 5 October deadline, failure to notify penalties, voluntary disclosure, Making Tax Digital, backdated tax returns, and VAT registration risks. This episode is especially useful for sole traders, side hustlers, freelancers, and new business owners who may not realise that HMRC looks at total sales before expenses, not just profit. What you'll learn in this episode When self-employed registration becomes mandatoryWhy the £1,000 threshold is based on sales, not profitWhy the 5 October deadline mattersHow late registration can affect cash flowWhat failure to notify meansWhy voluntary disclosure can reduce penaltiesHow Making Tax Digital changes compliance habitsWhy VAT registration can create a separate financial risk Why late registration for self employment matters Late registration for self employment is not just a paperwork issue. It can expose a business owner to HMRC penalties, backdated tax returns, interest, and extra pressure on the bank balance. The key point is that HMRC looks at total sales before expenses. If total trading income goes over the relevant threshold, we cannot simply deduct costs, look at the profit, and use that lower figure to avoid registration. If you are starting out as a sole trader, our episode on Tax and Your Self Employed Business is a useful next step for understanding the wider tax position. “Never assume that small revenue numbers mean the tax man will ignore you.” The £1,000 trading income point One of the most important points in this episode is that the registration point is based on sales, not profit. That means we look at total income before deducting business expenses. This matters because a business may have low profit, or even early trading losses, but still need to understand whether Self Assessment registration applies. Why voluntary registration may still help Voluntary registration can sometimes be sensible, especially where the business has early trading losses. Depending on the wider personal tax position, those losses may help when preparing a tax return. The main message is simple: track every transaction from day one. Good bookkeeping helps us understand sales, expenses, profit, tax exposure, and whether registration is needed. The 5 October deadline The key deadline for telling HMRC about new self-employed income is 5 October following the end of the tax year. Missing that date can put the business owner into late registration territory. For example, if someone starts trading in May 2025, the deadline for informing HMRC would be 5 October 2026. Waiting until the tax payment deadline is not the same as registering on time. Failure to notify and HMRC penalties When someone does not tell HMRC about taxable income on time, this can fall under failure to notify rules. Penalties can depend on the tax owed, the length of the delay, and whether the behaviour was careless, deliberate, or corrected voluntarily. Coming forward before HMRC contacts us is usually better than waiting. An unprompted disclosure can help reduce the penalty position and show that we are trying to correct the problem. Practical steps if you have registered late Do not ignore the problemWork out when the business started tradingGather income and expense recordsRegister with HMRC as soon as possiblePrepare any missing tax returnsMake a voluntary disclosure where appropriateSpeak to a qualified adviser if several years are involved Backdated tax returns can become expensive If a business has been trading under the radar for several years, HMRC may expect tax declarations from the date the business started. That can mean backdated tax returns, late filing penalties, interest, and a larger bill than expected. Late filing penalties are separate from failure to notify penalties. This means the costs can build up quickly if the issue is left unresolved. Making Tax Digital and digital records Modern UK tax compliance is becoming more digital. Making Tax Digital increases the importance of proper bookkeeping, regular updates, and reliable accounting systems. Poor records make deadlines harder to manage. If quarterly updates, digital record keeping, or bookkeeping systems are relevant to your business, it is worth getting organised early rather than waiting until HMRC pressure builds. If you need help putting better systems in place, our Xero accounting support can help you improve bookkeeping and digital record keeping. Do not forget VAT registration Self Assessment is not the only registration risk. As a business grows, VAT can become another major compliance area. If taxable turnover passes the VAT registration threshold, the business may need to register for VAT. Late VAT registration can mean backdated VAT on past sales, even where VAT was not charged to customers at the time. That can damage profit margins and cash flow. Our episode on VAT in the UK: How It Works and How to Stay Compliant explains the wider VAT position for businesses. Why ignoring the problem makes it worse Many people do not register late because they set out to avoid tax. Sometimes the issue starts as a mistake, then becomes harder to face as time passes. Fear and anxiety can make the delay even longer. The problem is that waiting rarely improves the position. The sooner we act, the easier it is to organise records, explain the delay, reduce penalties where possible, and rebuild control over the numbers. Practical steps to stay compliant Track all sales from the first day of tradingDo not confuse sales with profitPut the 5 October registration deadline in your calendarKeep digital records where possibleReview whether VAT registration may applyAsk for help before HMRC contacts youDeal with historic errors quickly and honestly Related episodes Tax and Your Self Employed BusinessThe Benefits of Operating as a Sole TraderVAT in the UK: How It Works and How to Stay Compliant Key takeaway Late registration for self employment can create penalties, backdated tax returns, VAT problems, and unnecessary stress. The best approach is to know the registration rules, track income properly, act before HMRC contacts us, and get professional help where needed. Do not ignore registration if you have met the criteria. Get organised, fix the problem early, and protect your bank balance. Plan it, Do it, Profit. Share this episode Share this episode: Listen on Apple Podcasts

Can better HR practices actually make your business more valuable? New Livestream guest – Kelly Price I'm happy to have Kelly join me on a live broadcast. Kelly helps small and medium-sized businesses use HR strategically to improve operations, reduce risk, support growth, and increase business value. Tune in as we discuss the HR issues many business owners overlook, how poor people management can erode profits, and what buyers look for when evaluating a business acquisition. We'll also explore how HR impacts business value, common compliance mistakes, leadership development, employee retention, and the growing role of AI in managing people and processes. This is a ‘must see event' for anyone managing a growing business, preparing for a future sale, or looking to build a stronger organization. Find Kelly on LinkedIn https://www.linkedin.com/in/kellypricethrivehr/ or at her website https://www.thrivehrkc.com/ Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause. Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues and the societal changes that have contributed to this crisis. Connect with Claire: ➡️ clairesnowdon-darling.com ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:13 - About Clare Snowden-Darling 00:01:03 - Clare's Work and Menopause 00:02:02 - Discussion on Menopause 00:02:48 - Lifestyle and Hormonal Changes 00:03:29 - Pressure on Women 00:04:12 - The Impact of Lifestyle on Women's Health

In this episode, Jane challenges the idea that stress is something to eliminate entirely, and calls out the rise and grind culture that has a lot of founders quietly exhausted. This one is for anyone who has ever felt guilty for sleeping in. In this episode, you'll learn: Why not all stress is bad, and how to tell the difference between pressure that sharpens you and pressure that is just noise Why the 5am club and hustle aesthetic is not a universal blueprint for success, and why so many founders are quietly exhausted from trying to fit the mould Jane's three-question framework for deciding which stress in your business is worth keeping and which to cut for good This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now!Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoSee omnystudio.com/listener for privacy information.

**New Video Alert! Many people think they understand business cash flow. Then they buy a business and discover they forgot one critical expense. Depreciation. In this video, I explain why depreciation and capital expenditures are some of the most important concepts in business acquisition, and why ignoring them can lead to disappointing returns and expensive surprises. Watch the video here: https://youtu.be/x9qkUhcqzmo Cheers See you over on YouTube David C Barnett #BusinessAcquisition #BusinessValuation #CapEx #Depreciation #BuyABusiness #SmallBusiness #Entrepreneurship #Investing **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

In this episode of Help My Small Business, Jane is joined by Hannah Vasicek, founder of Francesca Jewellery, to review Sylvie's business Unicorn Cart - a Shopify app that boosts average order value through personalised upsells, free gifts, and cart rewards. By the end of this episode, you'll learn: Why doing one acquisition channel really well will always beat spreading yourself across five and how to figure out which one is yours. How to stop leads going cold by leading with value upfront Why speaking to everyone means converting no one and how you can niche down without burning your existing base. This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now! Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoConnect with Hannah: @hannah.vasicek Follow Francesca Jewellery: @francescajewellerySee omnystudio.com/listener for privacy information.

We are very fortunate to have an amazing community of people around us who are happy to come and chat to us on the Bookkeeper Podcast. Today, we're joined by Bogdan Uzbekov from Apron. With AI rapidly changing the landscape, Apron is at the forefront, helping users streamline their processes and enhance their efficiency. Join us as we explore how Apron is transforming the bookkeeper experience and empowering professionals to focus on what truly matters. Connect with Bogdan & Apron! ➡️ https://getapron.com/ Sessions available to watch ➡️ https://www.6figurebookkeeper.com/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper AI Shift 00:00:44 - About Apron 00:01:40 - Apron's Role in Modern Business 00:03:41 - Introduction to William.ai 00:05:31 - William.ai and the Future of Bookkeeping 00:08:45 - How William.ai Works 00:11:37 - Benefits of William.ai 00:12:51 - Future Plans for William.ai 00:15:06 - The Evolution of Large Language Models 00:15:06 - Adding Value in the Age of AI 00:16:32 - Adapting to Rapid Technological Changes 00:17:39 - The Challenge of Navigating Technological Noise 00:18:03 - The Advantage of Being a Nimble Tech Startup 00:18:40 - Solving Real Problems with AI 00:19:27 - The Role of Bookkeepers in the AI Age 00:23:24 - The Importance of Understanding and Utilizing Software 00:28:05 - Stepping into Advisory 00:30:14 - The Value of AI in Bookkeeping 00:31:39 - The Importance of Pricing and Value Perception 00:31:57 - The Complexity of Client Relationships 00:32:17 - The Role of Bookkeepers in Value Creation 00:33:04 - Future of the Industry and Rapid Technological Changes 00:33:34 - The Importance of Staying Agile in Business 00:34:56 - The Future of AI and the Uncertainty it Brings 00:37:04 - The Need for Open-mindedness and Focus in the AI Age 00:37:47 - Closing Remarks and Contact Information #bookkeeper

Text me and tell me what you think of this ep. Most interior designers hit 30 June without ever looking down. This episode covers the end of financial year financial habits solo interior design studio owners actually need — from reading your P&L without panic, to auditing subscriptions, pre-purchasing annual software, and having a planning meeting that changes the next 12 months. Practical, no-accountant-jargon, built for Australian designers running their studio like a business.→ Get 90% off Xero for 6 months (affiliate link): https://referrals.xero.com/2aphqv8q0y59 → Join the Studio Build waitlist (July 7 cohort): https://rhiannonlee.myflodesk.com/studiobuild──────────────────────────CHAPTERS──────────────────────────0:00 Why interior designers don't know their own numbers3:45 What is a P&L and why you should be reading it monthly8:20 How to use your education budget before 30 June12:10 Should you audit your ad spend at end of financial year?15:30 Are your studio systems good enough to hand over?19:00 How to pre-purchase annual subscriptions and save 15–30%22:40 What studio equipment can you claim this financial year?26:15 How to set a revenue target and work backwards from it30:00 Why you should know your numbers before you talk to your accountant34:20 How to celebrate end of financial year as a small business owner──────────────────────────RESOURCES MENTIONED──────────────────────────→ Xero cloud accounting (90% off for 6 months): https://referrals.xero.com/2aphqv8q0y59→ Studio Build — 6-week AI implementation intensive: https://www.rhiannonlee.com.au/studio-build→ Studio CEO — 12-week business coaching program: https://www.rhiannonlee.com.au/studio-ceo→ Studio Learn — free resources for interior designers: https://www.rhiannonlee.com.au/studio-learn→ Instagram: @the_rhiannonlee──────────────────────────ABOUT RHIANNON LEE──────────────────────────AI strategist for Australian interior designers. Former Oleander & Finch. Creator of the Studio Suite — Studio Learn, Studio Build, and Studio CEO — operational AI implementation for design businesses, not productivity theatre.→ Instagram: @the_rhiannonlee→ Website: https://www.rhiannonlee.com.auThanks for listening to this episode of "Designing Success: From Study to Studio"! Connect with me on social media for more business tips, and a real look behind the scenes of my own practicing design business. Grab  more insights and updates:Follow me on Instagram: https://instagram.com/oleander_and_finchLike Oleander & Finch on Facebook:https://www.facebook.com/oleanderandfinch For more FREE resources, templates, guides and information, visit the Designer Resource Hub  on my website ; https://oleanderandfinch.com/Ready to take your interior design business to the next level? Check out my online course, "The Framework," designed to provide you with everything they don't teach you in design school and to give you high touch mentorship  essential to having  a successful new business  in the industry. Check it out now and start designing YOUR own successTHE FRAMEWORK  ( now open)  https://www.oleanderandfinch.com/the-framework-for-emerging-designers/Remember to subscribe to the podcast and leave a review. Your feedback helps me continue providing valuable content to aspiring interior designers. Stay tuned for more episodes filled with actionable insights and inspiring conversations...

**New Video Alert! There was a time when information was difficult to find and incredibly valuable. Today, AI can generate training materials, lesson plans, procedures, and content in minutes. So what does that mean for businesses that claim their value comes from intellectual property? In this video, I explain why buyers need to separate information from execution and focus on what actually creates business value. Watch the video here: https://youtu.be/lB4k3TsycmM Cheers See you over on YouTube David C Barnett #BusinessAcquisition #BusinessValuation #IntellectualProperty #AI #Entrepreneurship #BuyABusiness #SmallBusiness #Investing #ETA **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

Cash flow Forecasting Program Discount code- Until end of May 2026 https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo **** Do interest rates, recessions, and economic headlines really matter when buying or selling a small business? New guest – Mike Finger from ExitOasis.com I'm happy to have Mike join me for an important discussion about the difference between economic headlines and the real-world realities of small business dealmaking. Tune in as we discuss interest rates, private equity, AI, demographic shifts, and whether these big macro trends actually impact the average small business owner looking to buy or sell a business. We'll also explore what really makes a business sellable and why good businesses continue to attract buyers regardless of what's happening in the broader economy. This is a ‘must see event' for anyone interested in buying, selling, financing, or managing a small business. Be sure to join live so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: https://youtu.be/8Nl_AEZnIt8 It will be going live Thursday May 28, 2026 at 2:30 PM Atlantic Time and 1:30 PM Eastern Time See you there! David C Barnett *** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

In today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy. She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business. Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper. Check out Hey Monika! ➡️ https://www.heymonika.com/ Connect with Nadia! ➡️ https://birdsongaccountancy.co.uk/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - The Bookkeeper Skill AI CAN'T Replace 00:00:39 - Nadia's Background and Journey 00:01:29 - Transition from Chiropodist to Bookkeeper 00:03:19 - Challenges and Learning Experiences 00:05:38 - Nadia's Approach to Bookkeeping 00:11:05 - Birdsong Accountancy Today 00:12:19 - Overcoming Fear and Starting the Business 00:16:09 - Creation of Hey Monica 00:16:51 - The Importance of Mentorship 00:17:29 - The Birth of Hey Monica 00:18:00 - The Role of Community and Support 00:20:43 - Challenges of Asking Questions in Public Forums 00:23:54 - The Transition from Job to Business 00:25:53 - The Value of Gratitude and Friendships in Business 00:25:53 - The Importance of Standard Operating Processes 00:27:03 - Pricing Strategy Evolution 00:29:52 - Client Acquisition 00:30:14 - Client Acquisition and Building Trust 00:32:00 - The Power of Personal Branding 00:34:28 - The Evolution of Bookkeeping 00:35:00 - Introduction to the Podcast 00:35:15 - The Concept of the Podcast 00:38:16 - The Launch of the Podcast 00:39:11 - The Purpose of the Podcast 00:41:27 - Personal Growth and Confidence Building 00:41:27 - Overcoming Self-Doubt and Fear of Dislike 00:45:18 - Continuing the Journey and Overcoming Self-Doubt 00:46:13 - The Imperfections in Life and Business 00:46:50 - Self-Awareness and Personal Growth 00:46:55 - Conclusion and Contact Information #bookkeeper

Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing.In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and team. But the most actionable insight he shares is simpler than a seven-part framework. He says the very first lever any firm should pull is pricing, and he lays out a specific strategy for doing it. Double the price on your bottom 20% of clients. If half of them stay, you have the same revenue. If all of them leave, you get the capacity back. Either way, you win.Joe also shares a measured perspective on AI adoption, noting that mass adoption in accounting is still 12 to 18 months away and that the best thing practitioners can do right now is learn directly from the developers of the platforms they already use.This episode is for firm owners curious about how to create capacity without hiring, practitioners ready to revisit their pricing strategy before the next busy season, leaders wondering where to start with advisory services, and anyone interested in a practical framework for building a more valuable practice.Timestamps00:14 - Introducing Joe Woodard: founder of Woodard, host of Scaling New Heights 02:03 - How Joe's practice led to Scaling New Heights and a coaching and consulting division 04:01 - The shift from compliance to advisory: what is holding CPA firms back 06:01 - Skill set and mindset working together: cash flow projections, dashboards, and KPIs 07:16 - The downward spiral: too busy to invest in new skills, team pressure, and turnover 09:18 - Applying the Pareto Principle to your CPA firm client base 10:42 - How to move methodically through the full client base after creating capacity 12:19 - How pricing improvements affect CPA firm valuation: revenue per FTE and clients per million 13:33 - Why the mindset block comes back around when targeting larger advisory clients 16:34 - How to reinvent your service structure instead of just improving the existing one 19:05 - Why most accounting firms are under-contracted and what to do about it 20:13 - AI adoption in accounting: where the profession is now and how fast it is moving 22:30 - Xero, QuickBooks, and Intuit: how AI integrations are already changing daily workflows 24:08 - Joe's story: his daughter, a butterfly named Alicia, and a mockingbird 27:01 - Book recommendation: "A World Without Work" by Daniel Susskind 29:03 - Where to find Joe Woodard online: woodard.comDownload Now: https://poegroupadvisors.com/accounting-practice-academy/increase-letter/Price increases are nothing to fear. The real challenge is effectively informing clients of these changes. Our templates will help you demonstrate your value and help clients understand the increases necessary to keep your firm afloat.*Download now and receive:*- (1) Major Fee Increase Letter Template- (1) 20% Fee Increase Letter Template

Your bookkeeping changes everything from a tax standpoint.If your books are messy, outdated, or based on guesswork, your tax planning is already working with bad information. You may miss deductions, misjudge your profit, make poor year-end decisions, or overpay the IRS without realizing it.In this episode, Mike breaks down why bookkeeping is not just administrative work. It is the foundation of smart tax planning. He explains what bookkeeping actually is, how your profit and loss statement and balance sheet affect your taxes, and why clean, accurate books help business owners make better decisions, reduce tax-season stress, and uncover more opportunities to lower their tax bill.

**New Video Alert! What do you do when business slows down and the phone stops ringing? In this video, I explain a simple strategy called “Shake the Tree” — a relationship-driven way to reconnect with people, generate referrals, and create opportunities without sounding pushy. It's simple, practical, and still works incredibly well. Watch the video here: https://youtu.be/MQP53EWuCFY Cheers See you over on YouTube David C Barnett #Sales #LeadGeneration #Networking #LinkedIn #BusinessGrowth #Entrepreneurship #Marketing #SmallBusiness #Consulting **** TIMESTAMPS 00:00 Introduction 01:20 The “Shake the Tree” Sales Strategy 03:15 Why I Joined a Coworking Space 05:20 Using Events to Create Conversations 08:10 The LinkedIn Outreach Strategy 11:00 Why Non-Pushy Sales Works Better 13:40 Real Results From One Campaign 16:15 Building Long-Term Business Momentum 20:00 Why Reputation Compounds Over Time 24:10 Final Advice for Business Owners **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

Special Offer: Get 15% OFF your first FIGS order with code FIGSUK at checkout.Shop now at https://www.wearfigs.com/———————————————————————UK Dentists: Collect your verifiable CPD for this episode here >>> https://courses.dentistswhoinvest.com/smart-money-members-club———————————————————————Quarterly tax reporting is coming for self-employed dentists, and the fine print matters more than most people realise. We sit down with Vanessa, a tax partner specialising in the dental sector, and Anita, an MTD Client Services Director, to make Making Tax Digital for Income Tax feel practical rather than intimidating.We talk through what HMRC actually requires: digital records, MTD-compatible software, and quarterly updates submitted one month and seven days after each quarter end. We clarify who is in scope from April 2026, why the £50,000 threshold is gross qualifying income (and why “qualifying” means self-employment and rental income), and how the phased reductions to £30,000 and £20,000 may pull more UK dentists in over time. We also explain the final declaration that replaces the traditional Self Assessment return for the 2026 to 2027 tax year onwards, plus what still gets added at year end.From there, we get tactical. What does a dental associate report when the bank only shows net pay? How do you handle mixed NHS and private income, side income streams, or rental property? We discuss software choices including Xero, Sage and QuickBooks, the pros and cons of bank feeds, why separating business and personal accounts saves stress, and how to avoid messy reconciliations that create problems later. If you want support, we also outline service options from light-touch review to fully managed reporting and quarterly planning.———————————————————————Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.Send us Fan Mail

When Should You Exit a Business? Sell, Close or Walk Away How do you know when it's time to exit a business? In this special roundtable discussion, we talk about one of the toughest decisions business owners face — when to sell, shut down, or move on. Joining me are: *Rocky Lalvani – Profit Answer Man Podcast *Giuseppe Grammatico – Franchise Freedom Podcast *Henry Lopez – The How of Business Podcast Together, we discuss the warning signs business owners should watch for, how to think about succession and exit planning, and the emotional and financial realities of leaving a business behind. This is part three of our special three-part small business roundtable series. This is a ‘must see event' for anyone thinking about selling a business, planning an exit, or evaluating the future of their company. Be sure to join the premiere so that you can ask questions. Set yourself a reminder on YouTube here: https://youtu.be/VdS7QSEIwFs **** DCB Cash Flow Forecasting & Business Plan Writing Program- Save $100 May 2026 ONLY: https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo Links to our guests channels: *Rocky Lalvani-Profit Answer Man on YouTube: https://www.youtube.com/@UCKlxo8XQE9n6rFmlNpQHegg *Henry Lopez- The How of Business on YouTube: https://www.youtube.com/@UCTen53dRJ5m6tgPgSIN3XEg *Giuseppe Grammatico- Franchise Freedom Podcast on YouTube: https://www.youtube.com/@UCxWsxLRngbxJEH2m8w-ptYw **** Get 90% off your first 6 months of Xero Cloud Accounting: https://referrals.xero.com/DavidCBarnett_xero See why David chose Xero for his business here: https://youtu.be/LfaGUfwStqo Join David's Email list and get 7 FREE gifts: https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor. In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients. Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella: https://www.linkedin.com/in/financialplanninglady/ Bookkeeper's Collective Advisory Section: https://www.6figurebookkeeper.com/advisory/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ----- Chapters: 00:00:00 - Introduction and Guest Welcome 00:00:56 - Guest Background and Role Explanation 00:01:01 - Discussion on Financial Planning 00:03:47 - Guest's Journey to Becoming a Financial Advisor 00:07:51 - Guest's Approach to Financial Advice 00:09:49 - Concept of Future Self in Financial Planning 00:12:00 - Implementing Future Self Concept in Bookkeeping 00:12:08 - Role Play: Financial Planning Conversation 00:15:38 - Transition from Employed to Self-Employed 00:16:16 - Business Expansion and Role Changes 00:17:06 - Role of Personal Connection in Business 00:17:46 - Importance of Understanding Client's Background and Values 00:19:35 - Financial Planning: Protection Stage 00:21:40 - Scenario Planning and Forecasting 00:22:49 - The Value of Giving Value 00:25:13 - Importance of Kindness in Business 00:27:04 - Advisory Services and the Future of the Profession 00:28:43 - The Importance of Understanding Client's Goals 00:31:05 - Celebrating Personal Wins in Business #bookkeeper

Send us Fan MailThis episode is a replay of my April 2026 live Q&A, and we cover a ton of ground that I know so many of you are dealing with right now.Whether you're just starting out and trying to figure out where to even begin with automation, or you're in the thick of building a team and wondering why delegating feels harder than just doing it yourself, this one's for you. We also get into some juicy topics like QBO Payroll versus Gusto, how to handle S-Corp clients who are flying under the radar on reasonable salary, and what to do when a competitor is trying to tank your reputation online.In this episode you'll hear:The very first thing I recommend automating in your bookkeeping practiceHow to confidently ask a prospective client for access to their booksQBO Payroll versus GustoHow to advise S-Corp clients on taking a reasonable salaryResources mentioned in this episode:Elevate: https://www.ambitiousbookkeeper.com/elevateThe Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaEmailing List: ambitiousbookkeeper.com/subscribeDubsado (free audio series): https://www.ambitiousbookkeeper.com/dubsadoDubsado (affiliate link): https://www.dubsado.com/?c=shoupcpaDubsado Decoded: https://kendracourtney.com/dubsado-decoded/Breakthrough by Workflow Queen: https://serenashoup.krtra.com/t/IKUxtNZoz7lFYouTube: "Is It Time to Move My Clients to Xero?"Xero Partner Program (affiliate link): https://xeroamericas.partnerlinks.io/79afz10exu7dGusto (affiliate link): https://gusto.com/partners/i/serena591Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow me on YouTube: https://www.youtube.com/@ambitiousbookkeeperConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>

Still getting hit with surprise tax bills, or wondering if your accountant is actually helping your clinic grow?In this episode of the Grow Your Clinic podcast, we unpack what a proactive accountant relationship should really look like - and why it can make or break your clinic's financial future. We discuss the importance of regular financial check-ins, proactive tax planning, understanding your numbers, and setting clear financial goals that align with your long-term vision. You'll learn how to structure your finances more effectively, improve cash flow visibility, leverage tools like Xero, and create a rhythm of accountability that keeps you ahead instead of reacting at tax time. Plus, we dive into the key signs your accountant may no longer be the right fit for your business.If you want more clarity, better financial control, and a smarter strategy for growing your clinic, this episode gives you the framework.Need to systemise your clinic? Start your free trial of Allie! https://www.allieclinics.com/ In This Episode You'll Learn: 

Could public companies stop reporting every quarter? Blake and David break down the SEC's push toward optional semiannual reporting, OpenAI's new consulting arm, and what both moves could mean for accountants. They also cover tariff refund accounting, audit lawsuits, AI outperforming doctors in diagnosis tests, and why accountants may be better positioned than ever to build software and solve higher-value problems.SponsorsCloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpay C&R Consulting - http://accountingpodcast.promo/cnrFishbowl - http://accountingpodcast.promo/fishbowlChapters(00:00) - TAP 487 (02:52) - Semiannual reporting shift (06:46) - OpenAI enters consulting (09:59) - True cost of Iran war (15:40) - Xero founder scandal (18:42) - Tariffs and refund accounting (24:51) - WNBA millionaire tax myth (28:18) - NYC pied a terre tax (31:42) - Education loans and accounting (34:58) - Chat Prompts Cyber Accounting (36:15) - PwC Audit Scandal Lawsuit (38:17) - BDO First Brands Fallout (40:50) - PCAOB QC Rule Debate (44:34) - RSM Layoffs Audit Demand (46:54) - AI Beats ER Doctors (49:18) - Chegg Disrupted By AI (51:13) - Rethinking Education Model (53:17) - Accountants As Vibe Coders (56:55) - Build Accounting In Excel (01:01:44) - Wrap Up CPE And Travel  Show NotesSEC, FASB Prepare for Semi-Annual Reporting Optionhttps://www.accountingtoday.com/news/sec-fasb-prepare-for-semi-annual-reporting-optionOpenAI Launches the OpenAI Deployment Company to Help Businesses Build Around Intelligencehttps://openai.com/index/openai-launches-the-deployment-company/Opinion | The Iran War Will Cost Trillionshttps://www.nytimes.com/2026/05/08/opinion/hegseth-war-cost.htmlGlobal Economic Conditions Survey: Q1 2026https://www.accaglobal.com/us/en/professional-insights/global-economics/gecs-q1-2026.htmlXero Founder Sir Rod Drury Returns New Zealander of the Year Award Amid Misconduct Claimshttps://www.rnz.co.nz/news/business/594669/xero-founder-sir-rod-drury-returns-new-zealander-of-the-year-award-amid-misconduct-claimsRefunds on Trump Tariffs Pose Accounting Dilemmas for Companieshttps://news.bloombergtax.com/financial-accounting/refunds-on-trump-tariffs-pose-accounting-dilemmas-for-companiesWNBA Star Kelsey Plum Shows Embarrassing Lack of Tax Knowledgehttps://thespun.com/wnba/wnba-star-kelsey-plum-shows-embarrassing-lack-of-tax-knowledgeColumn: WNBA Star Kelsey Plum Is Taking Heat for Getting California Tax Law Wrong. But Don't Blame Herhttps://www.cpapracticeadvisor.com/2026/05/06/column-wnba-star-kelsey-plum-is-taking-heat-for-getting-california-tax-law-wrong-but-dont-blame-her/182897/New York's Pied-a-Terre Tax Sets Up Legal Fight Over Valueshttps://www.cnbc.com/2026/04/24/new-york-pied-a-terre-tax.htmlEducation Dept. Rejects Accounting as Professional Degreehttps://www.accountingtoday.com/news/education-dept-rejects-accounting-as-professional-degreeCorporate Travel's Accounting Shock: What It Means for PwC and the Wider Industryhttps://www.corporatekeysaustralia.com.au/accommodation/news/corporate-travels-accounting-shock-what-it-means-for-pwc-and-the-wider-industryFirst Brands Creditor Sues Auditor BDO Over Missed Red Flagshttps://news.bloombergtax.com/financial-accounting/first-brands-creditor-sues-auditor-bdo-over-missed-red-flagsLayoff Watch '26: RSM Trims Down in Audithttps://www.goingconcern.com/layoff-watch-26-rsm-trims-down-in-audit/AI Is Starting to Beat Doctors at Making Correct Diagnoseshttps://www.science.org/content/article/ai-starting-beat-doctors-making-correct-diagnosesChegg Was Dying Way Before ChatGPT – Chatbots Just Dealt the Fatal Blowhttps://www.barchart.com/story/news/1744436/chegg-was-dying-way-before-chatgpt-chatbots-just-dealt-the-fatal-blowAnthropic's Boris Cherny: Why Coding Is Solved, and What Comes Nexthttps://www.youtube.com/watch?v=SlGRN8jh2RINeed 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 -

The guys discuss Australia's Federal Budget Horror Show and why young people are the hardest hit, Xero's highly paid CEO fails again as share price slumps, Atlassian rebounds (a little), Temple & Webster downgraded and Lime Bike prepares to IPO 00:00 - Budget Chat48:39 - Temple & Webster54:40 - Xero CEO1:00:02 - Atlassian1:03:40 - Deep Dive: Lime Bikes Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcastSee omnystudio.com/listener for privacy information.

In this episode of Help My Small Business, Jane is joined by Michael Porter, founder of Skin Control, Australia's No.1 Acne Care Brand, which sold over 4.8 million pimple patch packets in 2025. With his experience scaling a small, niche skincare brand into a national success, Michael is bringing that hands-on expertise to review Melanie's business, Youth Skin - a safe, effective deodorant brand made for kids and teens.By the end of this episode, you'll learn: How to use a personal brand to build trust, tell your story, and drive conversions The retail strategies that get your product into more stores and keep it selling Key lessons for early-stage brands - proving demand, boosting retailer confidence, and owning your niche This episode is brought to you by Xero. Blast past tax time stress with Xero. That's Xero with an X!See what Xero can do for your business, by checking them out now!Connect with us:Follow The Lazy CEO podcast: @thelazyceo_podcast @thelazyceopodStay updated with Jane Lu: @thelazyceoConnect with Michael: @michaelwporterFollow Skin Control: @skincontrolauSee omnystudio.com/listener for privacy information.

CommBank’s shares have seen their biggest single-day fall in history earlier this week after wiping $30 billion from its market value. Xero's revenue jumped 31%...but profits fell 27% after its multi-billion dollar US acquisition has hurt the bottom line. CNN has launched a stand-alone weather app…three years after its last digital product collapsed in just 29 days. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Better Cash Flow Management for Small Business Owners Why do so many small businesses struggle with cash flow — even when sales are strong? In this special roundtable discussion, I sit down with experienced business owners and advisors to discuss the realities of managing cash flow in a small business. We explore common mistakes business owners make, how to improve financial discipline, and practical ways to create stronger, healthier businesses. Joining me are: *Rocky Lalvani – Profit Answer Man Podcast *Giuseppe Grammatico – Franchise Freedom Podcast *Henry Lopez – The How of Business Podcast Together, we discuss the realities of starting a business, buying an existing operation, and investing in a franchise opportunity. This is part one of a special three-part series exploring the lifecycle of small business ownership. This is a ‘must see event' for anyone considering entrepreneurship or exploring different ways to become a business owner. Be sure to join live so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: See you there! David C Barnett **** DCB Cash Flow Forecasting & Business Plan Writing Program- Save $100 May 2026 ONLY: https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo Links to our guests channels: *Rocky Lalvani-Profit Answer Man on YouTube: https://www.youtube.com/@UCKlxo8XQE9n6rFmlNpQHegg *Henry Lopez- The How of Business on YouTube: https://www.youtube.com/@UCTen53dRJ5m6tgPgSIN3XEg *Giuseppe Grammatico- Franchise Freedom Podcast on YouTube: https://www.youtube.com/@UCxWsxLRngbxJEH2m8w-ptYw **** Get 90% off your first 6 months of Xero Cloud Accounting: https://referrals.xero.com/DavidCBarnett_xero See why David chose Xero for his business here: https://youtu.be/LfaGUfwStqo Join David's Email list and get 7 FREE gifts: https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

The ASX200 closed slightly higher after a late-session rebound, with mining giants BHP and Rio Tinto hitting fresh records while Coles fell after a landmark ACCC court ruling over misleading discount pricing. Ricardo Gonçalves speaks with Betashares investment strategist Hugh Lam about the day's market action and the forces driving investor sentiment. Plus, Xero CEO Sukhinder Singh Cassidy responds to concerns artificial intelligence could disrupt the software-as-a-service sector, outlining how the cloud accounting company plans to navigate the next phase of the AI revolution after reporting a sharp fall in profit.

In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper. This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience. We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, even from home. Visit HeyMonika: https://www.heymonika.com/ Realistic client practice for bookkeepers and accountants without touching real accounts! ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:35 - Introduction to Hey Monica 00:01:25 - The Challenges of Retraining 00:02:24 - The Gap in Training 00:04:02 - The Need for a Solution 00:07:07 - The Journey of Hey Monica 00:10:26 - The Evolution of Hey Monica 00:13:02 - The Future of Hey Monica 00:15:07 - Workplace Readiness and Exam Conditions 00:16:33 - The Development of HeyMonica 00:17:42 - The Risk and Potential of HeyMonica 00:18:21 - The Importance of Networking and Learning 00:19:00 - The Decision to Split Leadership 00:25:01 - The Importance of Passion and Market Need 00:27:46 - The Origin Story of HeyMonica 00:30:11 - Early Interest in Teaching and Learning 00:31:45 - The Importance of Financial Literacy 00:36:50 - The Vision for HeyMonica 00:37:10 - Upcoming Developments for HeyMonica 00:43:15 - The Importance of User Feedback 00:46:24 - Closing Remarks #bookkeeper

Ep. 263: With a resume that includes StubHub President and Google President of Asia Pacific and Latin America, this technology exec joins the show talk about how tennis shaped her, and the way she now is involved in ownership of the Toronto Tempo! In this episode, you will learn: Why pre-morteming failure shrinks fear and drives real action Why the who you work for will always matter more than the what How modeling imperfection — not perfection — creates psychological safety on your team How to find passion in your work, not just find work you're passionate about Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/ Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness. Special thanks to Amelia Prieto and Johnathan Levin for making this episode possible.

If you've ever wondered what it actually looks like when a CEO goes all in on AI, not just in their business but in their own daily work, then you are going to love this week's conversation.Our guest is Joseph Lyons, CEO of ELMO Software, an HR and workforce management platform used across thousands of organisations. Joseph is a seasoned executive with many years at major tech companies including a stint as a regional Managing Director at accounting software powerhouse Xero.Joseph is genuinely one of the most hands-on AI leaders we've spoken to. As you'll hear, he uses AI for everything from synthesising board papers to interrogating hundreds of customer calls for strategic insight. He describes having AI as like having a personal chief of staff that never sleeps. In this episode Joseph also shares:How he and his team use AI as a "red hat" to challenge their strategic thinkingWhy his AI human coach turned out to be 25 years his juniorThe executive productivity agent built by his HR team, andWhat ELMO is doing to make AI adoption the norm, not the exception.Joseph also has some refreshingly practical advice for time-poor, busy leaders on how to actually get started using AI.In short, Joseph is very generous in sharing with us how he works with AI in his day to day role. Whether you're a CEO, a senior leader, or simply someone who wants to understand how AI is reshaping the way executives work, we're confident you'll take a lot from this conversation. Enjoy this episode with the savvy and forward-thinking Joseph Lyons.Useful linksELMO Software websiteJoseph on LinkedIn Hosted on Acast. See acast.com/privacy for more information.

AI is already here. If you are still billing by the hour and running your team on timesheets, you are building on a foundation that is cracking fast. Blake Oliver, Founder and CEO of Earmark and one of Accounting Today's top 100 most influential people, talks about the billing revolution happening right now in accounting. Blake breaks down why the billable hour is the root of inefficiency in accounting firms, how AI agents are replacing routine staff work, and what the future of fixed-fee and subscription billing looks like for small and mid-sized CPA firms.Blake Oliver did not take the traditional accounting route. He started as a musician, stumbled into bookkeeping, and became one of the earliest cloud accounting adopters in the U.S. — the second bookkeeper certified on Xero in the country. If you want to stay ahead and build a firm that thrives in the next decade, this is the episode to press play on. Tune in to The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver.Episode resources:● Website: https://anderscpa.com/ ● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com ● Check out the Virtual CFO Playbook Course:  https://anderscpa.com/virtual-cfo-services/vcfo-playbook/   QuotesBlake Oliver: "Timesheets are the root of all evil in accounting. It creates a culture of inefficiency and resistance to change."Tom Wadelton: "You could probably double your revenue with the existing team. That is real money. Not cutting headcount, but growing without needing more people to do it."Adam Hale: “If I see you are working too much, I am going to be asking what is wrong. Your job is to push work down, use technology, and stretch your reach."Blake Oliver is the Founder and CEO of Earmark, the app that lets CPAs and accounting professionals earn free continuing professional education by listening to podcasts. A CPA and one of Accounting Today's top 100 most influential people in the profession, Blake started his career as a musician before building one of the first cloud-based bookkeeping practices in the U.S. and becoming the second Xero-certified bookkeeper in the country. Website: https://www.blakeoliver.com/   LI: https://www.linkedin.com/in/blaketoliver/ YT: https://www.youtube.com/@BlakeTOliver  Connect with Earmark:LI: https://www.linkedin.com/company/earmarkcpe/     The Modern CPA Success Show is the go-to podcast for accounting firm owners eager to enhance profitability and master Virtual CFO services. This podcast leverages combined expertise in delivering top-tier Virtual CFO services across North America.Website: https://anderscpa.com/learn/podcasts/the-modern-cpa-success-show/  Facebook: https://www.facebook.com/AndersCPA LinkedIn: https://www.linkedin.com/company/anders-cpa/ Instagram:

Neuroscience News Article: https://neurosciencenews.com/ai-dunning-kruger-trap-29869/ *** **New Video Alert! AI tools are incredibly useful for business analysis… But they can also make people dangerously overconfident. In this video, I explain how I actually use AI when analyzing businesses, what these tools are genuinely good at, and the risks people need to understand before trusting them too much. Watch the video here: https://youtu.be/0LAnVw0dylk Cheers See you over on YouTube David C Barnett **** TIMESTAMPS: 00:00 AI for Business Analysis 01:45 What AI Actually Is 04:10 What AI Is Good At 07:15 Level 1: Asking Questions 09:00 Level 2: Structured Prompts 13:05 Level 3: Building Custom AI Tools 20:15 Real Examples of AI Business Analysis 25:10 The Dunning-Kruger Trap 30:20 What AI Gets Wrong 33:40 Why Human Judgment Still Matters 36:15 Final Thoughts **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

Start, Buy, or Franchise? Best Way to Get Into Business What's the best way to get into business — start from scratch, buy an existing business, or open a franchise? In this special episode, I sit down with three experienced small business experts to discuss the different paths entrepreneurs can take when entering the world of business ownership. Joining me are: Rocky Lalvani – Profit Answer Man Podcast, Giuseppe Grammatico – Franchise Freedom Podcast, Henry Lopez – The How of Business Podcast Together, we discuss the realities of starting a business, buying an existing operation, and investing in a franchise opportunity. This is part one of a special three-part series exploring the lifecycle of small business ownership. This is a ‘must see event' for anyone considering entrepreneurship or exploring different ways to become a business owner. Be sure to join live so that you can ask questions, replay will be available. See you there! David C Barnett **** DCB Cash Flow Forecasting & Business Plan Writing Program- Save $100 May 2026 ONLY: https://dbarnett.gumroad.com/l/smallbizforecasting/CashFlow2YTPromo Links to our guests channels: *Rocky Lalvani-Profit Answer Man on YouTube: https://www.youtube.com/@UCKlxo8XQE9n6rFmlNpQHegg *Henry Lopez- The How of Business on YouTube: https://www.youtube.com/@UCTen53dRJ5m6tgPgSIN3XEg *Giuseppe Grammatico- Franchise Freedom Podcast on YouTube: https://www.youtube.com/@UCxWsxLRngbxJEH2m8w-ptYw **** Get 90% off your first 6 months of Xero Cloud Accounting: https://referrals.xero.com/DavidCBarnett_xero See why David chose Xero for his business here: https://youtu.be/LfaGUfwStqo Join David's Email list and get 7 FREE gifts: https://www.DavidCBarnettList.com **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* See why I chose Xero for my business here: https://youtu.be/LfaGUfwStqo Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

This episode of Talking Trek was originally intended to be a livestream, not a traditional podcast recording. Because of that, the format is not perfectly “podcast clean” in every moment, with some live-chat interaction, stream chaos, and real-time gameplay mixed in. But the conversation around the Paragon Recruit event, officer sourcing, spending value, community frustration, and the broader direction of Star Trek Fleet Command was strong enough that we felt it deserved to be published for the podcast audience. DJz, Jules Verne, Matters, XeroGees, and the community dig into why the Paragon Recruit event felt so bad, how the 90-pull guarantee and diluted chest design landed with players, and why even spenders walked away feeling punished instead of rewarded. The show also explores the bigger question: is this just one bad event, or part of a larger reset in the STFC economy? Later in the show, the crew pivots into Duo Wave Defense strategy, updated crewing advice, real-time testing, officer sourcing choices, and the value of wave completion versus pushing too high too quickly. It is part breakdown, part therapy session, part teaching stream, and part “what in the actual galaxy is happening right now?” energy.   00:09 Stream opens with Ghost Energy, chat chaos, and pantsless tradition 05:31 DJz jokes about “proper communication” and a future heroic spend event 07:01 Xero's frustration and why even longtime players need a break 12:03 Xero explains what finally pushed him away from Fleet Command 20:43 DJz frames the night: community sound-off, teaching, and surviving together 21:34 Paragon Recruit warning: no current plan for the event to return 24:02 Why the Paragon chest concept was not the problem, but the bloat was 25:29 The awkward 90-pull guarantee math and why the spend felt intentional 32:19 Jules explains the Vengeance Is Mine dilemma and the Paragon trap 33:59 $350+ in value and still only halfway to Academy Doctor 35:01 Officer acquisition reset, or something far worse than a reset? 39:01 Community fear: are these changes pushing players out? 47:36 DJz shares the professional message he sent about recent STFC decisions 54:32 Paragon called out as vague, shiny, RNG-heavy, and “gambly” 56:01 Direct warning: Paragon was a single-run event, subject to change 57:38 Cadre Recruit preview and why it looks like the same mechanic again 01:06:43 Trying to find the positive: Alliance Tournament and Duo Wave Defense 01:12:16 The larger theory: new player resets, old player fatigue, and game direction 01:20:16 STFC is not shutting down, but it may be shaving life off itself 01:25:07 Revenue, whales, burnout, and whether top spenders are “acceptable casualties” 01:34:38 Wave Defense Battle Pass value and why some players may not need to panic 01:43:51 DJz admits this was not planned as a podcast, but the conversation is strong 01:50:38 DJz talks diversification, Pokemon Go Fest, and creator-life strategy 02:00:14 Why STFC is a different game now than veterans remember 02:09:59 Duo Wave Defense Part 2 begins with Jules Verne coaching strategy 02:20:00 Preparing DJz's first Duo Wave Defense run on Server 15 02:35:17 Which officer to choose from the Paragon guarantee, if you chase it 02:38:26 Target levels, ship choices, and why level 68s matter in Duo Waves 02:44:00 Protector placement, wave tricks, and old group-wave tactics 02:50:30 Live Duo Wave Defense run begins 02:58:22 Wave strategy: what to kill, what to ignore, and where hostiles spawn 03:07:27 Officer Laurels, future sourcing, and why Genesis may be worth chasing 03:08:06 Duo Wave Defense strategy wrap-up and lessons learned 03:14:07 Bonus chaos: cow video narration, documentaries, and post-show nonsense 03:20:02 Podcast outro for a livestream that unexpectedly became publishable

**New Video Alert! Most people think buying a business is straightforward… Find a deal, get financing, close, and you're done. But real deals don't work that way. In this video, I walk through 3 real acquisitions and what actually happened — including delays , surprises, and the lessons you can use in your own search. Watch the video here: https://youtu.be/VilH5y_hlus Cheers See you over on YouTube David C Barnett #BuyABusiness #BusinessAcquisition #Entrepreneurship #SmallBusiness #DealMaking #ETA #BusinessTips #Investing *** TIMESTAMPS: 00:00 Why Buying a Business Isn't Simple 01:30 Deal #1: Closing Chaos & Transition Reality 06:10 Deal #2: Bank Delays & Hidden Opportunity 10:45 Deal #3: “Buying a Job” That Works 15:20 Creative Deal Structures Explained 18:10 Key Lessons from All 3 Deals 20:30 Why You Shouldn't Do This Alone **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

What makes more sense for business expansion — entering a new market or growing market share? New Livestream guest – Gary Kunkle I'm happy to have Gary join me on a live broadcast. Gary is a business advisor and researcher who has spent years studying how companies grow, where they go wrong, and what actually drives profitable expansion. Tune in as we discuss the critical decision business owners face when scaling — whether to expand into new markets or focus on capturing more share in an existing one. We'll also explore the hidden dangers of growth, why not all customers are profitable, and how smarter growth strategies can lead to better outcomes. This is a ‘must see event' for anyone looking to grow a business or make smarter strategic decisions. Find Gary online at https://www.linkedin.com/in/garykunkle/ Learn more about my newly-updated Cash Flow Forecasting & Business Plan Writing Program at https://www.BizPlanSchool.com Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero . Terms & Conditions apply.* See the video of my Xero story here: https://youtu.be/LfaGUfwStqo Sign up for David's email list at https://www.DavidCBarnettList.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

In the latest episode of Executive Function, Brett is joined by Diya Jolly, Chief Product and Technology Officer at Xero. Before Xero, Diya was CPT at Okta and led YouTube's advertising monetization products at Google. In this conversation, she unpacks her three-bucket framework for delegating decisions, why the most important part of a CPO's role is to drive team-wide ambition, and why the best executives need to spend half their time thinking, not doing. In today's episode, we discuss: Why a CPO's number one job is raising their team's ambition, not shipping features How to demand the best from your team without creating a fear-based culture Why organizational politics is actually an incentives problem How Diya is “militant” with her calendar to carve out dedicated thinking time Why you should avoid chasing titles in your career - and what to chase instead References: Google: https://www.google.com Melio: https://meliopayments.com Okta: https://www.okta.com Sukhinder Singh Cassidy: https://www.linkedin.com/in/sukhinders/ Xero: https://www.xero.com Where to find Diya: LinkedIn: https://www.linkedin.com/in/diyajolly Where to find Brett: LinkedIn: https://www.linkedin.com/in/brett-berson-9986094/ Twitter/X: https://twitter.com/brettberson Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:12 How an excellent CPO makes an impact on the business 02:01 How the CPO role shifts under founders vs hired CEOs 03:38 Influencing a founder without going deferential 07:37 How adding value to customers is always a net positive 08:45 Why roadmaps need more risk in the AI era 12:30 How to shelter innovation teams from the existing system 15:12 What's different about being a great CPO in 2026 17:34 How AI has changed the concept of an app 18:28 It's essential for CPOs to fly at a low altitude 20:34 How misaligned incentives cause organizational politics 25:13 Being demanding without creating a fear-based culture 28:10 Why raising ambition is a CPO's number one job 31:39 The boss who taught Diya to keep raising the bar 32:43 The hardest part of being a CPO 35:28 The three buckets Diya uses to delegate 36:30 How Diya protects deep-work time on her calendar 42:45 Xero's game-changing early bet on AI insights 44:58 How far into the future should CPOs plan for? 47:14 What it takes to be an excellent C-suite member 48:53 Why ambitious PMs should chase impact, not titles 50:28 The four bottlenecks that stall career growth

Most business buyers make the same costly mistakes… They waste time on bad deals, get ignored by brokers, and sometimes overpay without realizing it. In this video, I break down 4 practical tools that can help you avoid those traps and move forward with confidence. Watch the video here: https://youtu.be/wZ5rpWtHabo Cheers See you over on YouTube David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/DavidCBarnett_xero. Terms & Conditions apply.* Find more content that answers your questions with my new AI BOT: https://www.davidcbarnettbot.com/ Enjoy HUGE savings when signing up for Xero cloud-based accounting software using David's sponsorship link: https://referrals.xero.com/DavidCBarnett_xero Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidCBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com Youtube music licensing code: 5PJWQOE5ZZHTQSRY

What happens when AI starts doing the audit work itself? Blake and David dig into KPMG's prediction that routine audit testing could soon happen with almost no human auditors directly involved. They also cover the IRS's unfinished AI projects, the end of Direct File, new tax-on-tips rules, and why firms investing more in marketing are growing faster. Press play to hear what these shifts could mean for accountants, firms, and clients.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casOnPay - http://accountingpodcast.promo/onpayWurthy - http://accountingpodcast.promo/wurthyChapters(00:00) - Audits Without Humans (00:22) - Tax Day Show Kickoff (02:30) - When Tax Day Hit Post Office (04:34) - E Filing Ends The Party (05:23) - This Week Top Stories (05:58) - Warehouse Fire Accounting Impact (08:52) - Compliance Time Cost (11:04) - No Tax On Tips Rules (13:44) - IRS AI Projects Stall (14:43) - Direct File Cost Debate (17:30) - Xero Os Buzzword Critique (20:32) - Can Ai Replace QuickBooks (21:23) - Reddit Claude Accounting System (22:45) - Firms Lose Stack Control (23:27) - AI Makes More Cleanup (23:58) - Tidwell Spreadsheet Accounting (25:13) - Tax Preparer Fraud Cases (27:17) - Big Four Audit Automation (30:58) - EY Office Mandate and Careers (34:01) - Firm Growth Marketing and AI (36:19) - Audit Lawsuits and Penalties (40:19) - Juno AI Tax Prep Funding (42:27) - Workers Skipping AI Review (44:36) - Agentic Frameworks and Omni (47:19) - Wrap Up and Free CPE  Show NotesHow Tax Day Turned Into Party Night at the Post Officehttps://www.history.com/articles/tax-day-partiesAmericans to Spend 11.6 Billion Hours Completing Federal Compliance Formshttps://www.cpapracticeadvisor.com/2026/03/16/americans-to-spend-11-6-billion-hours-completing-federal-compliance-forms/179866/IRS Publishes List of Jobs That Qualify for 'No Tax on Tips' Provisionhttps://www.cnbc.com/2026/04/13/irs-tax-on-tips-big-beautiful-bill.htmlIRS AI Projects Fall by the Wayside Due to Staff Cutshttps://www.accountingtoday.com/news/irs-ai-projects-fall-by-the-wayside-due-to-staff-cutsIRS Inflated Direct File Costs by $45 Million in 2025https://www.cpapracticeadvisor.com/2026/03/25/irs-inflated-direct-file-costs-by-45-million-in-2025/180237/Xero OS: Your Operating System for the Future of Autonomous Financehttps://blog.xero.com/news-events/xero-os-ai-native-operating-system/Tidwell — MCP Accounting Server (Reddit reference)https://www.tidwell.comWarehouse Worker Charged in $500M Arson Attack at Kimberly-Clark Distribution Centerhttps://abc7.com/post/employee-arrested-arson-kimberly-clark-distribition-center-destroyed-massive-fire-ontario/18851549/New Jersey Tax Preparer Sentenced in Largest COVID-19 Tax Relief Fraud Casehttps://www.justice.gov/usao-nj/pr/new-jersey-man-sentenced-prison-largest-covid-19-tax-relief-fraud-scheme-countryPennsylvania Tax Preparer Jessica Cordero Faces Federal Charges in New Fraud Schemehttps://www.justice.gov/usao-edpa/pr/allentown-woman-and-two-others-charged-federal-court-wire-fraud-and-aggravated-identityIn This Critical Part of Audits, the Accountant's Role Is Shrinking Fasthttps://www.wsj.com/finance/accounting/auditors-ai-kpmg-pwc-ey-7f07d3a5KPMG Plans to Cut Up to 440 Audit Jobs in UKhttps://www.bloomberg.com/news/articles/2026-03-27/kpmg-set-to-shed-hundreds-of-auditors-as-attrition-remains-lowEY Requiring U.S. Tax Staff to Work In-Person 12 Days a Monthhttps://www.accountingtoday.com/news/ey-requiring-us-tax-staff-to-work-in-person-12-days-a-monthAI Is Changing How EY Recruits, Develops and Promotes Employeeshttps://www.businessinsider.com/ey-ai-talent-career-paths-accounting-2026High-Growth Accounting Firms Spend Twice as Much on Marketinghttps://hingemarketing.com/blog/story/marketing-financial-services-the-2025-forecastEvergrande Liquidators and PwC Head to Courthttps://www.accountingtoday.com/news/evergrande-liquidators-and-pwc-head-to-courtOntario Securities Commission Accuses KPMG of Botching Audits for Bridging Financehttps://www.accountingtoday.com/news/ontario-securities-commission-accuses-kpmg-of-botching-audits-for-bridging-financeJuno Raises $12M Seed to Scale AI Tax Preparation Platformhttps://www.cpapracticeadvisor.com/2026/04/13/juno-raises-12m-seed-to-scale-ai-tax-preparation-platform-that-automates-90-of-busy-work/181502/AI Slop Survey: A Third of Workers Rarely Check AI Output Before Using Ithttps://www.cpapracticeadvisor.com/2026/04/08/ai-slop-survey-a-third-of-workers-rarely-check-ai-output-before-using-it/181191/Agentic AI Frameworks and Artifact's Omni Platform Launchhttps://www.artifact.buildNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: