The Accounting Podcast

Sponsors QuickFee: https://cloudaccountingpodcast.promo/quickfee AccountingSuite: https://cloudaccountingpodcast.promo/asuite OnPay: http://cloudaccountingpodcast.promo/onpay Show Notes 05:31 – Fresh back from the Sage Accountants Advisory Council, in Dallas, Blake is basking in brisket afterglow and ready to talk cloud accounting! 06:21 – David takes a field trip to a real accounting firm!  07:53...

Sponsors Jirav: www.jirav.com Hi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. “Jirav” sounds a lot like “giraffe” — and that’s no accident. Giraffes are the tallest animal in the world. That gives them a great view. Our goal at Jirav is to give you a similarly great view of what’s going on with your business...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:48 – When it comes to staying organized...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:54 – Smart and Smarter? A look back at...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:59 – What’s in a name? Ask Richard Kope...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:57 – The gentlemen discuss a big reveal...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend!  01:41 – The number-one concern for accountants and bookkeepers - the art of pricing 02:44 – Heather provides a different perspective on the definition of value pricing 03:52 – Michelle encounters many accountants who want to doub...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 01:25 – Meet the legends!   02:54 – Our guests share their biggest takeaways from QuickBooks Connect 2019 03:04 – For Michelle, it's AAA - apps, automation, and AI 03:28 – For Laura, it's the evolution of advisory 03:47 – Clayton's takeaways included latest iterations of cloud evolution and getting ready for new...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 02:05 – Meet Lee and Mary from Breakwater Accounting and Advisory! 02:48 – Meet Rhondalynn, author of " Pricing Value "  03:50 – Rhondalynn speaks to some of the challenges when it comes to adopting a value-pricing model 05:19 – How can you do value pricing if you never talk about value?  06:21 – Breakwater's cha...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Meet the women behind Next Level Women Leaders - Stacy, Nancy, and Laura! 01:49 – Next Level Women Leaders focuses on helping women align who they are inside with how they appear on the outside 03:09 – Women tend to absorb the stories we're told growing up, along with the cultural expectations when creati...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Claudell is so far beyond MIA, we couldn't even say her name right!   01:05 – Who needs Claudell, when you have a real LIVE QuickBooks Live bookkeeper to talk with? Meet Pam Bingham!  01:30 – David's got a gazillion questions!   02:54 – Pam shares what it's like to be a QuickBooks Live bookkeeper 03:30 –...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:14 – We made the list ! Congratulations...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 00:57 – Meet Ariege!  02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce 03:18 – How is Intuit helping small businesses succeed? Mainly through automation and a high level of quality 04:19 – Fear is not an option - with the obvious shortage of acco...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 01:20 – Meet Ted!   02:59 – Ted talks about Intuit's impetus behind moving into the service game 03:28 – Confidence is key!  Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help 04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services...

Sponsors Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks Show Notes 01:35 – Let's meet The Canadians!  (Well, three of them, anyway …)  03:41 – Canada's no longer last in the lunch line with the increasing focus on QuickBooks Online 04:50 – Scott and Brad pontificate on  the new QBO statement-importing feature 06:27 – How do Canadians approach cloud accounting, and all the innova...

Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:08 – Meet Mariana! 01:46 – What's a lawyer doing at an accounting conference?  04:22 – Mariana takes us to school on HIPAA 06:38 – Why should accountants and bookkeepers care about HIPAA?  06:58 – There are three types of entities that fall under HIPAA protection - healthc...

Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 02:09 – Meet Kelly!  03:05 – Kelly talks true crime | WGN Radio  07:21 – It takes a balance - you need the 'yes' people and the naysayers to keep you from making crappy decisions 08:36 – The first step to changing your firm's culture - you've gotta know you have a problem!  1...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:27 – Things to do in Tucson at 4:30 in...

Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:10 – What does David Appel do, precisely?  02:15 – If accounting happens in Vegas, does it have to stay in Vegas?  03:28 – Repetition is key to creating job satisfaction, personal validation, and economic value for your clients 05:30 – It's not about billable hours and rec...

Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:39 – Laura outlines her career path from school to VP of Finance 02:30 – Laura liked using the Sage Intacct product so much at a former company that she wanted to become part of Sage Intacct  04:25 – What's the difference between accounting and finance departments?  05:22...

Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 03:38 – Angelo defines 'family office'  04:19 – Definitely not small potatoes!  'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars 06:21 – The ultra-high-net-worth crowd use a family office as a way to manage we...

Sponsors OnPay: http://cloudaccountingpodcast.promo/onpay OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:32 – See Brad. Be like Brad . When in d...

Sponsors Bill.com https://cloudaccountingpodcast.promo/bill Teampay https://cloudaccountingpodcast.promo/teampay Show Notes 01:07 – Meet our guests!  01:48 – Aaron talks about what's on the horizon for Sage , including the launch of Intelligent GL | Sage  02:32 – Intelligent GL uses AI to provide continuous trust, and continuous insights that help customers make better business decisions 03:13 – B...

Sponsors Bill.com: https://cloudaccountingpodcast.promo/bill Teampay: https://cloudaccountingpodcast.promo/teampay Show Notes 01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose!  01:29 – Bright lights, big city, and one CAP listener in the live audience!   02:07 – How does DonorsChoose work?  03:22 – Because they work with such a mind-boggling number of f...

Sponsors Bill.com: https://cloudaccountingpodcast.promo/bill Teampay: https://cloudaccountingpodcast.promo/teampay Show Notes 01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group 01:23 – Meet Kevin Cumley, director of the Sage Intacct Accountants Program 01:40 – What really is 'mid-market'?  04:34 – Doing cloud before cloud was a thing - Sage Intacct began as a cloud firm some 20 yea...