Podcasts about xerocon

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Best podcasts about xerocon

Latest podcast episodes about xerocon

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

A vibrant wrap-up of Xerocon 2025 from a Kombi van, covering AI tools, new Xero features, community energy, and standout apps like SYFT Analytics, Cradle IO & Manage My Renewals. Summary On day 2 of Xerocon I jumped into a community group and asked people to join me at the van at 2pm, and 40 minutes later 5 people showed up. We squeezed into the Kombi and debriefed on the two day Xerocon conference. I can not quite believe that I managed to get 6 people into a Kombi van, and recorded what could possibly be the greatest Xerocon podcast recording ever!   There have been a lot of post following Xerocon, about the strength of the community, and you can really feel a sense of community in this conversation. Today I'm speaking with  Alex Falcon Huerta FCCA (Soaring Falcon), Jolene Elliot of Karlaya Accounting & Business Advisory Michelle Kvello of Lantern Partners Emma Baxter of YouTax Kyelie Baxter of IQ Accountants  In this episode, recorded on Day 2 of #Xerocon 2025 inside a vintage Kombi van with six passionate accounting professionals, we talk about . . . AI innovations including OpenAI, JAX, and the future of automation in accounting. Hot app discoveries like Manage My Renewals, Cradle IO, SYFT Analytics, and Fishbowl Inventory. Key product announcements from Xero: ATO Portal integration, Tax Manager, and Workpapers for individual tax returns. Reflections on session highlights: resilience, time management, and generational engagement. Talks about stage experiences, community strength, and the power of networking. Trends ahead: more automation, younger entrepreneurial accountants, and the growing importance of soft skills. Each guest shared a final thought on embracing innovation, avoiding conference fatigue, and staying connected.

Accountants Daily Insider
Hear from us: Accountants Daily v Accounting Times

Accountants Daily Insider

Play Episode Listen Later Sep 18, 2025 29:20


This week on Under the Hood, Imogen invites colleague and fellow accounting journalist, Emma Partis, onto the podcast to delve into the ins and outs of Accounting Times. Emma shares the core difference between the two titles and details what makes her day in the accounting news world. Tune in to hear more about: Key differences between Accountants Daily and Accounting Times. Overarching themes and topics Emma is reporting on frequently. An insight into what she looks for, what topics she enjoys and where she goes to when she needs professional insight. Imogen's summary into what Accountants Daily has been reporting on recently. Xerocon recap! What both Imogen and Emma have learnt during their time in the accounting news space. You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Xero's Chief Product & Tech Officer Diya Jolly shares product highlights from Xerocon, how AI is shaping features, and what drives her mission to empower small businesses globally. Summary Today I'm speaking with Diya Jolly, Chief Product & Technology Officer at Xero In this episode, recorded live at Xerocon Brisbane inside a blue Kombi van we talk about . . . Reflections on leadership, childhood inspirations & her father's influence Diya's approach to customer-driven product development Highlights from recent Xero product announcements: New homepage & navigation redesign Enhanced Partner Hub Intelligent bank reconciliation with human + AI synergy Actionable insights for accountants & bookkeepers  The impact of user feedback and communication on product strategy Contact details: Diya Jolly: https://www.linkedin.com/in/diyajolly/ Xero: https://www.xero.com/au/ Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Digi-Tools In Accrual World
Xerocon Reaction: Xero's AI Superagent, QuickBooks Pay by Bank & Dext's Power Move

Digi-Tools In Accrual World

Play Episode Listen Later Sep 15, 2025 47:54


Indi and Ryan are back with the latest accounting tech news and fintech news, leading with their in-depth Xerocon reaction.  Tickets to the Digital Disruptor Awards are now available: https://digitaldisruptorawards2025.eventbrite.co.uk In this episdoe, sponsored by Tugger, Xero has unveiled its new AI "Financial Superagent," an evolution of JAX. But is it a game-changer or a disappointment? The hosts dive deep into the announcement, discussing the agent's capabilities for providing insights rather than processing transactions, the staggered global rollout which initially excludes the UK, and other key updates from Xerocon, including a new homepage, payment features, and payroll enhancements. The app news doesn't stop there. The duo also covers Dext's impressive new AI-powered line item extraction and the latest innovations from QuickBooks, including a 'Pay by Bank' feature, enhanced CIS functionality, and a direct PayPal integration.  We round off the news with Socket's new Zapier integration, unlocking more automation for your practice 00:00 Welcome to Digi-Tools in Accrual World 03:05 Solving the Month-End Bottleneck - iplicit ~~~~~~~~~~~~~~~~~~~~~ App News 13:25 Xero Reveals "Financial Superagent" 15:38 Other Xerocon Announcements and more on JAX 2.0 23:56 Xero Payroll Updates 25:58 Dext Adds AI Line Item Extraction via Unleashed 29:59 QuickBooks Launches New AI-Powered Innovations 34:52 Socket Announces New Zapier Integration ~~~~~~~~~~~~~~~~~~~~~ 36:28 Making it 'Stupid Easy' for clients to provide MTD info - Content Snare 47:18 Enjoyed the pod? Leave us a rating! This episode's sponsors: iplicit: https://www.iplicit.com Content Snare: https://contentsnare.com/ Tugger: https://tuggerapp.com

Aly & Andrews All Aussie Accounting Adventures
Xero Limits: An Exclusive Chat with Angad Soin

Aly & Andrews All Aussie Accounting Adventures

Play Episode Listen Later Sep 13, 2025 14:38 Transcription Available


Straight from the buzz of XeroCon 2025, we're bringing you an on-the-ground conversation with Xero's Managing Director, Angad Soin. Nine months into the role and fresh off delivering his first XeroCon keynote, Angad reflects on what makes this event more than just a tech showcase, it's the people, the passion, and the unmistakable energy of a community that genuinely cares.In this episode, we dig into the excitement around Xero's return to product innovation. From Syft integration and bank auto-reconciliation to the launch of the Xero Partner Hub, the announcements landed with real impact. But as Angad points out, these weren't just flashy new features, they were thoughtful, strategic responses to long-standing challenges voiced by the accounting and bookkeeping community.What stands out most in our conversation is the uncommon sense of collaboration within this industry. While technically competitors, firms openly exchange ideas, cheer each other on, and work together toward a shared goal: empowering small biz. That spirit of abundance was palpable across the exhibition hall, and in Angad's perspective on leadership and growth.We also take a moment to highlight some standout moments from the conference, including the keynote from Joe Brumby of Bluey, whose reflections on optimism and change struck a chord with many.So whether you were there in person or watching from afar, this episode captures what made XeroCon 2025 feel like more than a conference, it felt like a movement.FOLLOW US ON THE SOCIALSwww.accountingadventures.com.auAccounting Adventures (@accadvpodcast) | InstagramAccounting Adventures | FacebookAccounting Adventures | LinkedInAly & Andrews All Aussie Accounting Adventures (@accadvpodcast) | X Email: podcast@accountingadventures.com.auCHECK US OUTALL IN Advisory | Your squad of award-winning accountants, tax wizards, and business visionaries, perfectly tailored to elevate your biz. Let's soar together! Illumin8 | Purpose-led cloud-driven accounting humansMUSICENTENTE (@ententemusic) | InstagramPRODUCTIONDavid Easton (@davidjeasty) | Instagram

Accountant's Minute's podcast
Buidling Future-Ready Advisory Firms

Accountant's Minute's podcast

Play Episode Listen Later Sep 11, 2025 38:28


Andrew Geddes – FMRC co-founder, long-time Chair of Greencross Ltd, and renowned industry mentor – joins Peter Towers to cut through the noise on where the profession really stands three years after Chris Jordan's Xerocon warning. We unpack why many firms remain “compliance factories,” and lay out a practical four-step pathway to advisory: ✅ Set clear revenue, profit, and weekly activity targets ✅ Lift margins with pricing, client mix (A/B/C/D), and sales focus ✅ Strengthen cash and controls (stock/WIP, billing, debtor management) ✅ De-risk and build value (leadership, succession, scalability) Real firm examples, candid insights on outsourcing/offshoring, and how to create fewer, deeper, higher-yield client relationships. If you're serious about moving to external CFO/Board of Advice work, this is your blueprint. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube    

The Strategic Bookkeeper Podcast
The Strategic Bookkeeper - EP132 - How Strategic Bookkeepers Scale Profit and Time with Advisory & Automation

The Strategic Bookkeeper Podcast

Play Episode Listen Later Sep 11, 2025 41:19


At XeroCon last week, Jeannie dropped a truth bomb: bookkeeping alone will never give you the income or lifestyle you deserve.She's seen it firsthand — bookkeepers who were once exhausted and underpaid have transformed their practices into small but mighty businesses that deliver six-figure incomes and real time off. Their secret? Leaning into advisory and automation.If you missed Jeannie live at Xerocon, the good news is she's brought the full presentation to the latest episode of The Strategic Bookkeeper Podcast.

Cloud Accounting Podcast
Who Gets No Tax on Tips, Why Firms Struggle With Tech, Xero Updates

Cloud Accounting Podcast

Play Episode Listen Later Sep 10, 2025 84:09


Are AI “super agents” like Xero's Jax actually useful—or just shiny chatbots? Blake and David unpack Xerocon announcements, why embedded agents lack context, smarter way to automate bank feeds with rules, the leaked “no tax on tips” job list and planning opportunities, IRS staffing whiplash, plus what billion‑dollar AI pledges from big firms really mean. Walk away with practical steps to deploy AI that saves hours without losing control.SponsorsTeamUp - http://accountingpodcast.promo/teamupRippling - http://accountingpodcast.promo/ripplingDigits - http://accountingpodcast.promo/digitsChapters(00:00) - Introduction and Podcast Overview (00:45) - Continuing Professional Education (CPE) Credits (03:20) - Live Stream Interactions and Coffee Talk (04:09) - Upcoming Deadlines and Tax Season Tips (05:52) - Upcoming Conferences and Events (14:48) - Blake's New Book Announcement (24:27) - No Tax on Tips Discussion (28:57) - IRS Workforce Challenges (31:41) - State Tax Implications for NFL Players (36:22) - Xero Con and AI Financial Super Agent (37:51) - Analyzing Gross Profit Trends (39:43) - Limitations of AI in Accounting (42:12) - AI-Powered Bank Reconciliation (49:47) - Automating Invoice Creation with AI (55:01) - Grant Thornton's AI Investment (01:02:16) - The Future of AI in Accounting (01:13:03) - AI's Impact on Accounting Jobs (01:21:26) - Implementing AI in Accounting Firms  Show NotesTreasury names jobs for Trump's 'no tax on tips' deduction https://www.cnbc.com/2025/09/03/treasury-trump-no-tax-on-tips-jobs.htmlScoop: List of jobs covered by Trump's "no tax on tips" (See if you qualify) https://www.axios.com/2025/09/01/no-tax-on-tips-jobs-trump-billWorkers in 68 occupations may soon be exempt from paying taxes on tips, including some surprising jobshttps://www.cbsnews.com/news/no-tax-on-tips-trump-big-beautiful-bill-68-occupations-heres-who/IRS is canceling its layoff plans, will ask some it fired or pushed out to return https://www.govexec.com/workforce/2025/08/irs-canceling-its-layoff-plans-will-ask-some-it-fired-or-pushed-out-return/407620/The IRS is Downsizing: Key Divisions Most Affected in 2025 https://sandbergphoenix.com/the-irs-is-downsizing-key-divisions-most-affected-in-2025/Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technologyhttps://www.businesswire.com/news/home/20250904414830/en/Grant-Thornton-Advisors-investing-$1-billion-to-arm-the-multinational-workforce-across-its-platform-with-powerful-AI-tools-and-technologyGrant Thornton Advisors to Sink $1 Billion Over Three Years on AI https://www.cpapracticeadvisor.com/2025/09/05/grant-thornton-advisors-to-sink-1-billion-over-three-years-on-ai/168500/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Two Drunk Accountants
Xero's Big Updates, Parties and Chats with Angad Soin (MD Xero Australia and NZ)

Two Drunk Accountants

Play Episode Listen Later Sep 10, 2025 47:09


This week we recap our time at Xerocon! We rehash the fun times and of course all the product announcements from Xero this year. We chat to Angad Soin Manage Director of Xero Australia and NZ and Chief Global Strategy Officer and debrief with friend of the pod Heather Smith! 

AccountingWEB
No Accounting for Taste ep196: Budget speculations begin

AccountingWEB

Play Episode Listen Later Sep 4, 2025 31:51


A date has finally been announced for the Autumn Budget – 26 November. Richard Hattersley looks at the political kite flying that has happened over the summer and what we can potentially expect from the Budget. With the government's pledge not to increase national insurance, income tax and VAT, Hattersley shares his conversation with James Quarmby, a partner at Stephenson Haywood, on what he thinks will happen. From Downing Street to Brisbane, Tom Herbert speaks about Xerocon 2025. He details the big announcements and what caught his attention, namely Xero's new partnership with OpenAI, the parent company of ChatGPT. Herbert explores what this partnership means, its impact, and concerns over data and accuracy. Lastly, Matthew Ord recalls his conversations with Grace Hardy, founder of Hardy Accounting, and James Wright, lecturer for accountancy and finance at the University of Chichester, on the next generation's desire to start their own firm. With 75% of accounting students wanting to start their own business, Ord questions whether this is a wake-up call for the profession to rethink its approach to talent to tackle the skills gap.

Aly & Andrews All Aussie Accounting Adventures
Supercharged Connections: XeroCon 25

Aly & Andrews All Aussie Accounting Adventures

Play Episode Listen Later Sep 4, 2025 22:36 Transcription Available


Live from the Coachella of Accounting XeroCon 25We're comin' atcha live-ish from the glitter-dusted grounds of XeroCon, Australia's biggest accounting reunion-slash-rager, where 3,500 humans IRL and 8,000 digital legends have gathered to nerd out, network, and maybe even boogie a little.After a two-year hiatus, the accounting community is back, and baby, it's not just biz as usual. It's community over content, more hugs than handouts, and an all-out celebration of what makes this industry tick: the people.

Business Now with Ross Greenwood
Business Now | 3 September

Business Now with Ross Greenwood

Play Episode Listen Later Sep 3, 2025 21:21 Transcription Available


Annual GDP jumps to 1.8 per cent in the June quarter, Santos announces it will produce gas in Beetaloo Basin next year, Klarna announces its US IPO. Plus, Xerocon 2025 kicks off in Brisbane.See omnystudio.com/listener for privacy information.

RNZ: Nine To Noon
Business commentator Rebecca Stevenson

RNZ: Nine To Noon

Play Episode Listen Later Sep 1, 2025 18:06


The Government has announced wealthy foreigners on a so-called 'golden visa' will be allowed to buy a luxury home in New Zealand once more. Rebecca discusses where the investment from the visas has been going - with two debt funding firms leading the way. And Rebecca will be speaking to Kathryn from Xerocon in Brisbane, 'the coachella for accountants'. She recounts the journey of Xero from a much-beloved product among the accounting sector to an international business with high-profile hires. Rebecca Stevenson is a senior journalist at BusinessDesk

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Inside WorkGuru: 7 Years Empowering SMEs with Real-Time Project Insights | Tony Harcourt

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Aug 7, 2025 32:30


Tony Harcourt CEO & Co-Founder of WorkGuru Tony Harcourt returns to chat with Heather about WorkGuru's recent product updates, the challenges facing SMEs, and the role of automation and integrations in improving day-to-day operations. Summary Today I'm speaking with Tony Harcourt CEO & Co-Founder of WorkGuru WorkGuru is a Project Management solution tailored for SMEs in manufacturing, construction, engineering, and fabrication. In this episode, we talk about . . .   WorkGuru Highlights: Celebrating 7 years. Focus on automating business workflows and enhancing project visibility. Feature Releases Discussed: Workflows Engine: Automate project actions (e.g. invoice alerts, follow-ups). Scheduling Optimization: Drag-and-drop team allocation with load visibility. Gantt Charts: Visual project timelines with logical dependency control. Mobile App Overhaul: New UI with mobile-friendly features including receipt upload. Integrations: Accounting: Xero, QuickBooks, MYOB OCR & Approvals: EasyBills (with PO matching) Payments: Pinch Payments (GuruPay) Task Management: Asana (two-way sync) Document Storage: SuiteFiles, Dropbox, Google Drive Payroll/HR: Tanda integration E-commerce & CRM: New integrations with Shopify and HubSpot Tony's Take on Tech: Clear distinction between automation (repeatable tasks) and AI (tool for speed & code support). AI is useful but not foolproof—best as a developer accelerator. Heather & Tony Discuss: Why advisors should niche and partner with robust platforms like WorkGuru. The importance of support and access—WorkGuru runs live drop-in support twice a week. Upcoming at Xerocon 2025: Branded swag, travel prize giveaway, live demos at the WorkGuru booth. Mid-con party on Emporium Hotel Lina rooftop with Brisbane-based apps. Register here : https://lu.ma/qxj8umqt   Contact details: Tony Harcourt : https://www.linkedin.com/in/tony-harcourt/ W: https://workguru.io/ Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

Two Drunk Accountants
Why the Immediate Write Off Might Cost you Tax!

Two Drunk Accountants

Play Episode Listen Later Jul 3, 2025 24:20


This week Dan reveals why he and Tim have bad blood, we begin our question for Xerocon tickets and discuss why using the immediate write off over COVID might come back to cost you more tax now. 

Cloud Accounting Podcast
Real Life Ways Accountants Use AI, How Sage Will Eliminate the Close

Cloud Accounting Podcast

Play Episode Listen Later Jun 12, 2025 68:40


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

Cloud Accounting Podcast
The $400 Million Question: Should Congress Eliminate the PCAOB?(From the Earmark Podcast)

Cloud Accounting Podcast

Play Episode Listen Later Jun 10, 2025 50:49


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

Cloud Accounting Podcast
Federal Funds Freeze Hurts Nonprofits

Cloud Accounting Podcast

Play Episode Listen Later Mar 6, 2025 27:45


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

Cloud Accounting Podcast
DOGE Chaos, Reciprocal Tariffs, Deloitte Backs off DEI, AICPA Caves on 150

Cloud Accounting Podcast

Play Episode Listen Later Feb 17, 2025 48:23


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

Cloud Accounting Podcast
Accounting Majors Up 12% & IRS Delays Buyout Offer

Cloud Accounting Podcast

Play Episode Listen Later Feb 14, 2025 52:54


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

Sons of CPAs
238 Getting Stuck at $1.2M and How I Got Out of the Way to Grow from Accountant to Entrepreneur Part 1 (feat. Scott Scarano, EA)

Sons of CPAs

Play Episode Listen Later Dec 11, 2024 36:59


Episode 238 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, one of Accounting High's substitute teachers, Matt Kidd, CPA interviews Scott Scarano, EA, about his journey through accounting. Scott shared how his grandfather's CPA firm and the family software business shaped his early career, as well as the tough times he faced during college before finding his way back to accounting. He talked about his experiences with remote work, using Xero, and implementing EOS, all of which helped him transform his firm and himself. Over time, Scott grew the business significantly and reinvented his role, evolving from an accountant to a full-fledged entrepreneur.

Cloud Accounting Podcast
DOGE Goes After TurboTax & Remote Work

Cloud Accounting Podcast

Play Episode Listen Later Nov 25, 2024 65:40


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

Cloud Accounting Podcast
Trump's Tax Plans, IRS PPS Fraud, & PCAOB Drama

Cloud Accounting Podcast

Play Episode Listen Later Nov 16, 2024 73:41


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

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Accounting Tech Updates Third QTR '24

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Nov 13, 2024 74:45


Join Heather Smith and Tyler Caskey as they share global insights from Xerocon, SuiteWorld, and beyond. Discover the latest in accounting tech—new features, strategic shifts, and practical tools to boost your practice.  Here are the many reasons you should listen in!

Sons of CPAs
232 Xero in on Education in the Accounting Profession (feat. Becca Smith, MAAT)

Sons of CPAs

Play Episode Listen Later Nov 3, 2024 47:31


Episode 232 FACULTY: Becca Smith, MAAT In this episode, Scotty interviews Becca Smith, MAAT an Education Leader at Xero. Learn about the global nuances of accounting practices, Xero's educational initiatives, and community events like Xerocon and Xero roadshows. Hear updates about Xero's innovative payment solutions, their AI companion JAX, and the evolution of financial technologies. Join us to learn how these advancements are shaping the future of accounting!

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
From Honky Tonks to Tech: Nashville Xerocon 2024 Recap

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Sep 19, 2024 37:31


Join me as I recount my journey through the vibrant Nashville Xerocon, where country spirit and tech innovation collided.  In this episode, I cover: My personal takeaways from the conference Insights from the Nashville Xerocon and key product announcements Innovation from the exhibitor floor Behind the scenes of speaking at my first International Xerocon. Connecting with industry peers at events and activities around Xerocon. There are lots of links in the show notes to explore more about everything I discussed. SPONSOR Today's episode is brought to you by ApprovalMax. If you're looking to streamline your financial controls across accounts payable and receivable, ApprovalMax has you covered.   On average it cuts approval times by 85%, and boost AP efficiency by up to 50%. With ApprovalMax, you can swiftly approve vendor bills, purchase orders, expense reports, vendor return authorizations, and sales orders. It simplifies complex approval workflows with automated routing and lets you design multi-level approval processes with ease.   Discover more about how ApprovalMax can transform your business by visiting ApprovalMax.com. Contact details: Accounting Apps newsletter: http://accountingapps.io/  Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU   

Two Drunk Accountants
Destination Conferences and Xerocon Nashville w. Heather Smith

Two Drunk Accountants

Play Episode Listen Later Sep 13, 2024 55:40


This week best friend of the podcast Heather Smith joins us to talk about if destination conferences are a good idea and also some updates from Xerocon Nashville! 

The Ambitious Bookkeeper Podcast
BONUS ⎸ Scotty + Serena BTS of performing at Xerocon

The Ambitious Bookkeeper Podcast

Play Episode Listen Later Aug 29, 2024 61:12 Transcription Available


Send us a textWe've just come back from Xerocon 2024 Nashville, and i'm giving you a backstage pass to the innerworkings of how Scotty 'OKR'. Scarano secured the mainstage for one of his accounting raps—and included me in the ride!In this episode you'll hear:the story behind Scotty & I performing at XeroconScotty's journey rapping about accountingget to see the actual performance (if you watch the episode on YOUTUBE HERE)Resources mentioned in this episode:Episode 200 of Accounting HighEpisode 72 with ScottyMeet Scotty ‘OKR' ScaranoScotty is the host (rapping custodian) of the Accounting High Podcast, the owner of Padgett NC, a franchised accounting firm.Connect with ScottyConnect with him on Twitter: https://twitter.com/scottscaranoConnect on LinkedIn: https://www.linkedin.com/in/scottscaranoThanks 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: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: 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:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the Power to Breakthrough Bootcamp > Aug 19 - 23rd | 12 PM Eastern Daily Register for the Bookkeeping Biz Workshops HERE>Workshops Dates: Aug 26 - Sep 3 @ 11am PT daily(Day 1) Aug 26 - Pre-party(Day 2) Aug 27 - What it Really Takes(Day 3) Aug 28 - All About That Tech(Day 4) Aug 29 - Creating a Business, not a J.O.B.(Day 5) Aug 30 - Q&A(Day 6) Sep 3 - Masterclass: Selling Without the Sleaze

Cloud Accounting Podcast
Xero Now Does Bank Reconciliations!

Cloud Accounting Podcast

Play Episode Listen Later Aug 21, 2024 80:11


Blake and David leap into the latest updates from Xerocon, including new features like traditional bank reconciliations, embedded bill pay with BILL and AI capabilities through JAX (Just Ask Xero). They look at Xero's strategy to double and how it compares to Intuit's mid-market growth focus. They also touch on the potential impact of QuickBooks' pricing strategy.SponsorsLendflow - http://accountingpodcast.promo/lendflowThe Small Business Research Institute - http://accountingpodcast.promo/ceanowKeeper - http://accountingpodcast.promo/keeperChapters(01:01) - Xerocon Highlights and New Features (01:18) - Deep Dive into Xero's Bank Reconciliation (06:13) - Xero's Strategic Focus: The Three by Three Initiative (10:18) - Xero's Market Share and Competitive Strategy (17:52) - Listener Questions and Advice for Aspiring Accountants (21:37) - Xero's Upcoming Features and Integrations (40:46) - Alternative Career Paths in Accounting (41:16) - Xero's New AI Features and Bill Payments Experience (45:53) - Exploring Xero's JAX AI and Its Functionalities (54:04) - Xero's Market Strategy and Competition with QuickBooks (01:01:51) - Xerocon Highlights and Nashville Adventures (01:07:44) - The Mysterious Case of Mike Lynch (01:14:27) - Closing Remarks and Upcoming Events  Show NotesNew features announced at Xerocon Nashvillehttps://blog.xero.com/product-updates/new-features-xerocon-nashville/Intuit cut to Equal-Weight at Morgan Stanley, citing reliance on pricing leverhttps://seekingalpha.com/news/4139926-intuit-cut-to-equal-weight-at-morgan-stanley-citing-reliance-on-pricing-leverBritish entrepreneur Mike Lynch among missing after luxury yacht sinks off Sicilyhttps://www.reuters.com/world/europe/seven-missing-15-rescued-after-sailboat-sinks-off-sicily-2024-08-19/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsClient Hub - https://clienthub.app/ Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Sons of CPAs
217 Timeless Guidance from an Accounting Student (feat. Chayton Farlee)

Sons of CPAs

Play Episode Listen Later Jul 21, 2024 53:37


Episode 217 FACULTY: Chayton Farlee CLASS: #TheGuide Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of real-world experience, and his passion for making accounting both fun and impactful.

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem
Unravelling the future of AccounTech Sydney Xerocon 2023

Cloud Stories | Cloud Accounting Apps | Accounting Ecosystem

Play Episode Listen Later Jun 5, 2024 44:43


Today, I've something exciting to share with you. You know how you get excited when a lost Beatle or Nirvana track is found, well the extraordinary Alexi Boyd uncovered the audio of a panel discussion from Sydney Xerocon PreXerocon 2023. I honestly thought I'd never hear it again, and then mid March she sent me a copy - making me a very happy podcaster cause I get to share it with you. The panel discussion was held at the beautiful Hinchcliff House at Circular Quay. Unfortunately the room was a little noisy on the day of the event. However much to my surprise the audio quality is really quite good.     The topic for discussion was “Unravelling the future of AccounTech”.   If you are a regular listener you will know, I value bringing diversity to these tech conversations: The moderator Alexi Boyd ran a BAS and Bookkeeping business for 8 years. She is the Radio Show host of Small Biz Matters and now works in policy strategy and government relations. Her background led her to take the conversation in an interesting direction, consumer data rights and restrictions on data and innovation and the differences between data protection laws in Europe, UK, and Australia.   This event was the first time Sabby Gill, the new Dext formerly Receipt Bank CEO, had spoken in Australia. Sabby had literally just got off the plane. London based Sabby Gill brought an overseas perspective, as well as his 35 years in the UK technology sector. Aly Garrett is a modern, technology savvy accountant, from South Australia. She represented accountants, their small business clients, and living outside the major Australian cities, brought a regional perspective to the conversation.   Roger Gregg brought that unique energy that comes with being a Fintech founder, plus his expensive knowledge of the hospitality and brewing industry, which certainly flavoured the conversation.    I shall add in some recent relevant news, congratulations are in order, 10 months after recording this, it has been announced that the Access Group Has Entered Into an Agreement to Acquire Pioneering AP Automation Provider, Lightyear    Let me fill you in on a bit of a backstory. The Gregg brothers were one of the original App partners, with their solution InvitBox. I'm thinking within the first ten years? InvitBox won Xero emerging app partner in 2013. Then in May 2014 Intuit acquired InvitBox. The very blue boys turned green overnight. Several years later, in quite an unprecedented move, they bought InvitBox back from Intuit for a single dollar! And relaunched as LightYear.    Here we are ten years later, and they have sold again, this time to The Access Group.    Read more here: https://www.linkedin.com/feed/update/urn:li:activity:7194623580830105601/  https://heathersmithsmallbusiness.com/2024/06/06/unravelling-the-future-of-accountech-sydney-xerocon-2023/ Contact details: Alexi Boyd https://www.linkedin.com/in/alexiboyd/  Small Biz Matters https://smallbizmatters.com.au/  Aly Garrett https://www.linkedin.com/in/alygarrett/  Sabby Gill https://www.linkedin.com/in/sabbygill/ Roger Gregg https://www.linkedin.com/in/rogergregg/  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/  YouTube Channel: https://www.youtube.com/ANISEConsulting  X: https://twitter.com/HeatherSmithAU

Cloud Accounting Podcast
Headlines: Maryland Can't Account For $1.4 Billion of Covid Funds

Cloud Accounting Podcast

Play Episode Listen Later Nov 2, 2023 2:21 Transcription Available


An independent audit reveals over $1.4 billion in questionable spending and lack of financial oversight at Maryland's Health Department during the COVID pandemic. We break down the audit's alarming findings, and the response from state officials committed to improving financial practices.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: How a Vegas Hotel Manager Allegedly Stole $773K in Guest Refunds

Cloud Accounting Podcast

Play Episode Listen Later Nov 1, 2023 3:35


A former Vegas hotel manager is accused of stealing over $773,000 in guest refunds and using the money to live lavishly. We unpack how he allegedly pulled off the massive refund scam and what could have been done to catch it sooner.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Joshua Lance, CPA: A Humble, Thoughtful Leader

Cloud Accounting Podcast

Play Episode Listen Later Oct 30, 2023 9:40


Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorate Josh's life, we are playing a eulogy delivered by Kenji Kuramoto at Josh's memorial service this past weekend. Kenji represented the many voices in the accounting profession that Josh was a part of. Kenji shares stories about Josh's humility, thoughtfulness, and influence. Although Josh never sought the spotlight, he became well-known in the accounting world through his steady leadership and generosity of spirit. Josh's presence will be deeply missed in the accounting community.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: Questions Surround Justice Thomas' RV Loan

Cloud Accounting Podcast

Play Episode Listen Later Oct 27, 2023 2:33


A recent report alleges Supreme Court Justice Clarence Thomas failed to disclose that a $267,000 recreational vehicle loan from a friend was forgiven, raising questions about potential tax issues and scrutiny around the justice's financial practices.Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: Microsoft's Puerto Rico Tax Odyssey

Cloud Accounting Podcast

Play Episode Listen Later Oct 15, 2023 3:17 Transcription Available


After a decade-long audit, Microsoft is facing a whopping $29 billion tax bill from the IRS for what the agency claims was an "illusory scheme" to channel profits through Puerto Rico—but with years of appeals ahead, will the tech giant ultimately pay the total amount?Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts YouTube: https://www.youtube.com/@TheAccountingPodcast Spotify: http://cloudacctpod.link/Spotify Podchaser: http://cloudacctpod.link/podchaser Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast ClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: The Top 10 Cities for U.S. Accountants

Cloud Accounting Podcast

Play Episode Listen Later Oct 7, 2023 2:14 Transcription Available


Looking for the best cities to launch your accounting career? This top 10 countdown will highlight the metro areas with the highest demand, abundant jobs, and the most competitive salaries for accountants. Forbes Advisor compiled this list. See the full list here: https://www.forbes.com/advisor/education/top-cities-for-accountants/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on Apple Podcasts, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail; we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
What's New at Xero in the United States

Cloud Accounting Podcast

Play Episode Listen Later Sep 30, 2023 41:38


Ben Richmond, Xero's Country Manager for the United States, joins us to discuss new Xero product features like improved inventory management and AI integration, plans for the upcoming XeroCon 2024 conference, the future of the accounting profession, and Xero's sponsorship of the FIFA Women's World Cup. Ben provides an insider's look into Xero's roadmap and vision for transforming accounting with technology. (00:00) - Intro and XeroCon Conference Plans (02:15) - New Xero Product Features (07:15) - AI in Accounting Software (14:30) - Rebranding the Accounting Profession (21:45) - Advice for Accounting Firms (25:30) - Activating Brand Sponsorships (30:15) - Xero's Small Business Fund (37:00) - Diversity and Inclusion in Accounting Meet Our Guest, Ben RichmondLinkedIn: https://www.linkedin.com/in/ben-richmond-ca-b8794220/Twitter: https://twitter.com/BenRichmond1Learn more about Xerohttps://www.xero.com/us/Show Notes: Xero Beautiful Business Fund (applications close Oct. 6)AI guideXero's 2023 Money Matters Report Future Focus: Xero's AI Guide for Accountants and Bookkeepers Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: Job Security Isn't Enough to Keep Many Accountants From Quitting

Cloud Accounting Podcast

Play Episode Listen Later Sep 25, 2023 3:33 Transcription Available


Accounting has long been viewed as a stable career, but in recent years, droves of accountants have been leaving the profession. Blake Oliver dives into a recent Wall Street Journal article highlighting the factors driving experienced accountants away, from burnout and boredom to the threat of automation.Show NotesJob Security Isn't Enough to Keep Many Accountants From Quittinghttps://www.wsj.com/articles/accounting-quit-job-security-675fc28f Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast  Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let The Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: IRS Walks Back Promise to Stay Open During Shutdown

Cloud Accounting Podcast

Play Episode Listen Later Sep 23, 2023 1:15


The government shutdown threat looms as Congress scrambles to pass funding bills. The IRS previously said it could stay open during a shutdown by relying on Inflation Reduction Act funds. But now the agency says those funds can't sustain operations. According to its union, the IRS is preparing for furloughs and partial closures if a shutdown hits. This reversal surprised IRS employees and could spell delays for taxpayers and CPAs.Show NotesIRS plans possible furloughs in case of shutdownhttps://www.accountingtoday.com/news/irs-plans-possible-furloughs-in-case-of-a-government-shutdownIRS to ‘partially close' if government shutdown happens, reversing earlier plans, union sayshttps://federalnewsnetwork.com/government-shutdown/2023/09/irs-to-partially-close-if-government-shutdown-happens-reversing-earlier-plans-union-says/Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook, and if you like what you hear, please do us a favor and write a review on iTunes or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website: accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let The Cloud Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Headlines: IRS Freezes ERC

Cloud Accounting Podcast

Play Episode Listen Later Sep 17, 2023 2:43


The IRS has announced an immediate moratorium on new Employee Retention Tax Credit claims through the end of the year amidst a surge of questionable submissions. Tune in for details on the ERC crackdown, including new criminal probes, longer processing times, and options for withdrawing improper claims.Show NotesEmployee Retention Credit Eligibility Checklist: Help understanding this complex credithttps://www.irs.gov/newsroom/employee-retention-credit-eligibility-checklist-help-understanding-this-complex-creditRed flags for Employee Retention Credit claims; IRS reminds businesses to watch out for warning signs of aggressive promotion that can mislead people into making improper ERC claimshttps://www.irs.gov/newsroom/red-flags-for-employee-retention-credit-claims-irs-reminds-businesses-to-watch-out-for-warning-signs-of-aggressive-promotion-that-can-mislead-people-into-making-improper-erc-claimsNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook, and if you like what you hear, please do us a favor and write a review on iTunes or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website: accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let The Cloud Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Accounting Teacher Tells Students Accountants Hate Their Lives

Cloud Accounting Podcast

Play Episode Listen Later Aug 30, 2023 66:08


Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers. They move on to tech topics, like the slow adoption of AI tools such as ChatGPT among accountants and new product features announced by Intuit and Xero. Wrapping things up, they share listener feedback on finding resources to learn new accounting software and workflows and provide commentary on app subscription price increases and the need for accountants to price their services properly.Sponsors OnPay - https://cloudaccountingpodcast.promo/onpay CCH Access - https://cloudaccountingpodcast.promo/axcess Keeper - https://cloudaccountingpodcast.promo/keeperChapters (00:00) - Preview: Accountants need to charge more (01:02) - Welcome to The Accounting Podcast : Blake talks to high school senior in an accounting class (10:41) - The South Carolina Accociation of CPAs introduces new changes to 150 rule (20:02) - Air traffic controllers are understaffed and narrowly avoiding disaster (23:51) - The number of EA's in The NAEA is down 23% over the last 5 years (26:10) - Comparing air traffic controller shortage to accounting shortage (31:26) - Attestation reports are not audits (34:09) - Listener mail from a bookkeeper asking for recommendations on how to learn QuickBooks better (40:36) - What should firms do when accounting software raise their prices? (46:26) - LegalZoom launches LegalZoom Books (49:02) - How many Ohio CPAs have tried ChatGPT at all? (51:57) - Intuit released their year end earnings (55:07) - Some new Xero AI news & Xerocon is back in the US for 2024 (59:15) - Relay ups FDIC insurance to $2.5 million and Stripe offers sales tax calculations (01:01:25) - Wrap up and where to reach us Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesProduct wrap from Xerocon Sydney 2023 | Xero Blog        https://www.xero.com/blog/2023/08/product-wrap-from-xerocon-sydney-2023/ 150 Hours is a Barrier – Really! - Going Concern  https://www.goingconcern.com/150-hours-is-a-barrier-really/ Jacob Schroeder: 86% of OSCPA Town Hall attendees have not used ChatGPT at allhttps://x.com/jacobbschroeder/status/1694748226904060157?s=12 SCACPA Proposing Legislation to Address Pipeline Challenges – SCACPAhttps://www.scacpa.org/scacpa-proposing-legislation-to-address-pipeline-challenges/ Airline Close Calls Happen Far More Often Than Previously Knownhttps://www.nytimes.com/interactive/2023/08/21/business/airline-safety-close-calls.html Please join the Arizona State Society of Enrolled Agents “Town Hall”          https://aztaxpros.org/images/meeting/082323/Town_Hall/azsea_invite_to_town_hall_on_aug_23__2023.pdf Question from a bookkeeperhttps://www.linkedin.com/feed/update/urn:li:activity:7094151084134338560/Upcoming changes to QuickBooks Desktop pricing + FAQshttps://www.firmofthefuture.com/product-update/quickbooks-desktop-pricing-changes/ Dext pricing change from today https://www.accountingweb.co.uk/any-answers/dext-pricing-change-from-today Introducing Ramp Plus   https://ramp.com/blog/introducing-ramp-plus Fintech Ramp is Raising Capital at $5.5 Billion Valuation, Down 30%           https://www.theinformation.com/articles/fintech-ramp-is-raising-capital-at-5-5-billion-valuation-down-30 Accountants face up to the cost of cloud app stacks          https://www.accountingweb.co.uk/tech/tech-pulse/accountants-face-up-to-the-cost-of-cloud-app-stacks Stripe Unveils “Tax for Platforms” to Streamline Tax Compliance for Small Businesses         https://smallbiztrends.com/2023/08/stripe-unveils-tax-for-platforms-to-streamline-tax-compliance-for-small-businesses.html Intuit (INTU) Q4 2023 Earnings Call Transcript      https://www.fool.com/earnings/call-transcripts/2023/08/24/intuit-intu-q4-2023-earnings-call-transcript/ Why Students Opt for Accounting (or Don't)         https://cpatrendlines.com/2023/08/20/why-students-opt-for-accounting-or-dont/ CPA Exam Changes and Pipeline Woes Are a Perfect Storm of Problems For the Profession               https://www.goingconcern.com/cpa-exam-changes-and-pipeline-woes-are-a-perfect-storm-of-problems-for-the-profession/ Stop calling them auditshttps://blockworks.co/news/blockchain-audits-ey FTX Bankruptcy Burning Through $1.5M in Legal Costs Every Dayhttps://www.coindesk.com/policy/2023/08/23/ftx-bankruptcy-burning-through-15m-in-legal-costs-every-day/ 150 Hours is a Barrier - Really!    https://www.goingconcern.com/150-hours-is-a-barrier-really/ SCACPA Proposing Legislation to Address Pipeline Challenges – SCACPAhttps://www.scacpa.org/scacpa-proposing-legislation-to-address-pipeline-challenges/ Xerocon Returns to the US           https://www.intuitiveaccountant.com/education-hub/training-center/xerocon-returns-to-the-us/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsFinDaily - https://findaily.io/ Forwardly - https://www.forwardly.com/Royalwise - https://royalwise.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Cloud Accounting Podcast
Introducing "The Accounting Podcast" (why we changed our name)

Cloud Accounting Podcast

Play Episode Listen Later Jun 15, 2023 2:24


Welcome to the new era of "The Accounting Podcast," formerly known as "The Cloud Accounting Podcast." Why the name change? This show was born out of a passion for technology's role in accounting, and over the last five years, as cloud-based tools became the norm, we broadened our scope to cover a wide range of topics. We're now delving into everything from PPP and the talent crisis to artificial intelligence, fraud, the business models of accounting firms, the IRS, politics, and much more. Our aim is to provide the best audio-based news and analysis in the accounting profession.Celebrating an incredible milestone of 1 million downloads, we extend our heartfelt thanks to all our listeners and guests who have supported us over the years. As we step into this exciting new phase, we encourage you to engage with us - whether you're a longtime listener or just tuning in. Please send us your feedback, story ideas, or even a voicemail that we might play on the air at cloudaccountingpodcast@earmarkcpe.com.Remember, you can earn free CPE for listening with the Earmark app. Visit earmarkcpe.com for more information. We're thrilled to have you on this journey with us, and we look forward to bringing you quality content for many more years to come! Enjoy the show.Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let The Cloud Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Sons of CPAs
A Totally Creative Colorful Conversation (feat. Kelly Gonsalves) | #SocialStudies

Sons of CPAs

Play Episode Listen Later Mar 30, 2023 93:43


Season 4 Episode 39 | Recorded July 25, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow!  https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH Today we have Scott and Kelly Gonsalves on the show. Together, they explore the exciting and evolving world of accounting, delving into how the industry is growing and changing. They also take a closer look at the impact of shifting client bases and the challenges that accounting firms/businesses face in the age of remote work. Throughout the episode, they touch on a variety of engaging topics, from the latest trends in high school music to the role of color in our lives, they even chat about sports! Whether you're an accounting firm owner looking to stay ahead of the curve, a business owner trying to navigate a rapidly-changing landscape, or simply someone interested in the fascinating world of accounting and finance, this episode has something for you Colors Tattoos and soundwaves Who is Kelly and Creativity Childhood and school Growing up and not growing up Old Internet Old phones High school music back in the day versus today Totally the story Growing the community and Twitter Types of clients at the beginning Shifting the client base What does Totally SEO do? Clients and tech-forwardness In-person versus online The other Kelly Gonsalves Twitter and the Socials The generational characteristics and different personas Pink and Blue Sports The different audiences, clients versus colleagues, and imposter syndrome Kelly's style and Clippy Worries and post-covid, and getting rid of the unnecessary stress Learning to say no Not shifting to new apps for clients Say no to opportunity? Money and what you want and generational differences Rapping and Xerocon parties Xero and Quickbooks changing lives Firm Hard Numbers Leading Ladies Child break Back to leading ladies How they do their thing and AH March Fanny packs Creative outlets and business Stage fright Notifications What's next for Kelly? Appy Camp Intuit bubble Colors in the hair Looking younger, being fun, and being taken seriously pros and cons Wrapping up All the Shoutouts: Totally Booked, Totally SEO, Megan Genest Tarnow, Sherrell T. Martin, Greg Kyte, CPA --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Cloud Accounting Podcast
Xerocon #3: Turning "You Have No Experience" Into A Thriving Firm

Cloud Accounting Podcast

Play Episode Listen Later Oct 26, 2022 29:19


Meet Our Guest:Miguel Otchere-Marshall, Founder and CEO of NelopyLinkedIn: https://www.linkedin.com/in/miguel-otchere-marshall-58520451/Learn more about Nelopyhttps://www.nelopy.com/Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Cloud Accounting Podcast
Xerocon #2: How Xero Is Making The United States A Priority

Cloud Accounting Podcast

Play Episode Listen Later Oct 24, 2022 15:17


Meet Our GuestBen Richmond, CA, Country Manager, United States at XeroLinkedIn: https://www.linkedin.com/in/ben-richmond-ca-b8794220/Twitter: https://twitter.com/benrichmond1Learn more about Xerohttps://www.xero.com/us/Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Her Money Matters
Diversity, Equity and Inclusion, The Three Keys to Shift the Wealth Gap in Our Community | HDM 326

Her Money Matters

Play Episode Listen Later Oct 20, 2022 50:49


Does your work environment practice diversity, equity and inclusion? To talk more about this, I can't imagine two better people for this: Guylaine Saint Juste and Matthew Coons, who are here for this episode recorded at XeroCon, where we take a deep dive into this topic and how practicing it can help our community.Guylaine Saint Juste serves as President and Chief Executive Officer of the National Association of Black Accountants, Inc. (NABA), a nonprofit membership association that represents more than 200,000 Black professionals in accounting, finance, and related business professions.Matthew Coons as the Diversity & Inclusion (D&I) Program Manager for Xero, is responsible for the D&I efforts in the Northern Hemisphere; including the US, Canada, the UK, and EMEA. Matthew is focused on driving a culture of inclusion through standing up Xero's Employee Resource Group (ERG) program, developing organizational capability, and implementing data-driven approaches to drive systemic change within Xero.What you will hear the following in today's episode: What diversity, equity, and inclusion means to Matthey Coons and Guylaine Saint Juste on a personal level. As well as what it means to Xero and NABA (The National Association of Black Accountants). Their perspective on how to bring diversity, equity, and inclusion has evolved during the past few years in their respective companies. Their take on how diversity, equity and inclusion in an ideal work environment can shift the current wealth gap. For a quick recap of this episode go to http://www.jenhemphill.com/326 Want to get social? Let's connect more on Instagram @jenhemphill Grab your copy of My Daily Dinero Ritual and increase your money confidence here: https://jenhemphill.com/dinero The post, Diversity, Equity and Inclusion, The Three Keys to Shift the Wealth Gap in Our Community | HDM 326 appeared first on the Her Dinero Matters Podcast. This episode has been brought to you by First Republic Bank 

Her Money Matters
Diversity, Equity and Inclusion, The Three Keys to Shift the Wealth Gap in Our Community | HDM 326

Her Money Matters

Play Episode Listen Later Oct 20, 2022 51:23


Does your work environment practice diversity, equity and inclusion? To talk more about this, I can't imagine two better people for this: Guylaine Saint Juste and Matthew Coons, who are here for this episode recorded at XeroCon, where we take a deep dive into this topic and how practicing it can help our community. Guylaine Saint Juste serves as President and Chief Executive Officer of the National Association of Black Accountants, Inc. (NABA), a nonprofit membership association that represents more than 200,000 Black professionals in accounting, finance, and related business professions. Matthew Coons as the Diversity & Inclusion (D&I) Program Manager for Xero, is responsible for the D&I efforts in the Northern Hemisphere; including the US, Canada, the UK, and EMEA. Matthew is focused on driving a culture of inclusion through standing up Xero's Employee Resource Group (ERG) program, developing organizational capability, and implementing data-driven approaches to drive systemic change within Xero. What you will hear the following in today's episode: What diversity, equity, and inclusion means to Matthey Coons and Guylaine Saint Juste on a personal level. As well as what it means to Xero and NABA (The National Association of Black Accountants). Their perspective on how to bring diversity, equity, and inclusion has evolved during the past few years in their respective companies. Their take on how diversity, equity and inclusion in an ideal work environment can shift the current wealth gap. For a quick recap of this episode go to http://www.jenhemphill.com/326   Want to get social? Let's connect more on Instagram @jenhemphill   Grab your copy of My Daily Dinero Ritual and increase your money confidence here: https://jenhemphill.com/dinero   The post, Diversity, Equity and Inclusion, The Three Keys to Shift the Wealth Gap in Our Community | HDM 326 appeared first on the Her Dinero Matters Podcast.

Cloud Accounting Podcast
Xerocon #1 : No Office, No Code, No Problem

Cloud Accounting Podcast

Play Episode Listen Later Oct 18, 2022 22:03


Meet Chad Davis, CPA, CMALinkedIn: https://www.linkedin.com/in/chaddavis1/Twitter: https://twitter.com/chaddavisLearn more about LiveCAWebsite: https://www.liveca.ca/Learn more about the AutomationTown podcast:Website: https://automationtown.transistor.fm/Twitter: https://twitter.com/automationtownTikTok: https://www.tiktok.com/@automationtownNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Her Money Matters
Behind the Scenes: Insights on Scholarship Opportunities | HDM 325

Her Money Matters

Play Episode Listen Later Oct 13, 2022 31:09


Do you want to go into accounting or business or have a child who does? Today's episode is a behind the scenes conversation I had with Jackie Velez, recorded at XeroCon, where we talk about the scholarship's opportunities for our community and learn more about Xero. Jackeline Velez is Director, Partner & US Hispanic at Xero, where she oversees the US Hispanic vertical and partner growth across Xero's central and west-coast regions. In 2020, she spearheaded Xero's expansion into the US Hispanic vertical where she helps advisors and small businesses break down barriers to understand the power of the Xero platform.You will also hear the following in today's episode: Information about specific scholarship opportunities Xero collaborates with. Some details about NABA (National Association of Black Accountants) and a scholarship they award.  How Xero is supporting Latino small business owners today. For a quick recap of this episode go to http://www.jenhemphill.com/325 Want to get social? Let's connect more on Instagram @jenhemphill Grab your copy of My Daily Dinero Ritual and increase your money confidence here: https://jenhemphill.com/dinero The post, Behind the Scenes: Insights on Scholarship Opportunities | HDM 325 appeared first on the Her Dinero Matters Podcast. This episode has been brought to you by First Republic Bank