Blake Oliver & David Leary

The Accounting Podcast

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The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.

Author

Blake Oliver & David Leary

Episodes

Accounting Salon Interviews: Clint Bowers of Smart Business Concepts 13.06.2019 14:17

Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes 00:24 - About Clint's firm Smart Business Concepts 01:50 - What's your tech stack? 04:16 - On premises versus cloud for manufacturing 05:45 - What were you doing before owning your own firm? 06:20 - Do your employees work remotely? 07:35 - Clint is hiring! 08:23 - What was your big takeaway from last year's Accounting Salon? 1...

It’s a Bot! Live Interview and Demo of Gappify Alan with Founder & CEO Jotham Ty 11.06.2019 38:42

Sponsor CPA.com: http://cloudaccountingpodcast.promo/cpa Show Notes 00:16 - Welcome to the Cloud Accounting Podcast! 01:02 - Correction: Gappify is true automation (not fake bots) 03:09 - Jotham's background in the Big Four and then SOX compliance consulting 04:06 - What is Gappify Alan and what does it do? 07:13 - How does Alan work behind the scenes? 11:00 - The value proposition of Gappify for...

Another AI Startup Aims to Eliminate Accountants 11.06.2019 40:46

Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 02:29 -- We got another review! Click here to leave a review on iTunes . 03:25 -- Canopy releases professional tax prep software | Accounting Today — Practice management software developer Canopy announced general availability Tuesday of Tax P...

Accounting Salon Interviews: Amanda Aguillard of Elefant Training 05.06.2019 9:14

Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes 00:48 - Why start your own accounting conference? 01:47 - What is an "Accounting Salon"? 02:47 - What makes the Accounting Salon different 04:08 - Agenda for 2019 06:04 - How to nominate yourself (or another) to be invited next year 07:01 - Thank you to this year's sponsors! 07:38 - Visit AccountingSalon.com for more informati...

QuickBooks Live Could be a Top 100 Firm by 2020, Fake Bots from Google, Roger Raises $7.35M to Automate Accounting with AI, and Why the NSA Might be to Blame for the CCH Malware Attack 03.06.2019 40:48

Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 02:34 -- Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, putting it at 73 on Accounting Today’s Top 100 Accounting Firms list. 06:56 -- Sholto Macpherson asks, is QuickBooks Live a "Watershed moment or BAU?" — T...

Accounting Salon Interviews: Kenji Kuramoto of Acuity 29.05.2019 15:15

Sponsor Elefant: http://cloudaccountingpodcast.promo/elefant Show Notes 00:46 - Why Acuity is starting to offer tax services after being a solely advisory and bookkeeping firm for many years 02:07 - Kenji shares the background on his firm Acuity 04:56 - Acuity takes a B2B software startup approach to sales, unusual for an accounting firm 07:01 - Kenji shares why they don't call their bookkeepers "...

Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared 27.05.2019 57:06

Thank you to this week’s sponsor! This episode of the Cloud Accounting Podcast is sponsored by Xero. Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online ! You’ll learn how your practice can benefit from the full power of the Xero Platform and earn CPE credit. Register here . Show Notes 03:06 -- High schoolers get certified in QuickBooks... Desktop?...

Intuit Grows More Defensive, CCH Gets an IRS Extension, QuickBooks Live Quintuples, and Xero Has a New Americas President 20.05.2019 48:28

Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 03:11 - Thanks for the reviews! Click here to leave a review on iTunes and we'll read it on the air. 05:44 - Elon Musk tells Tesla employees he'll review all of company’s expenses in new cost-cutting plan | FOX Business 07:20 - IRS statement and instructions regarding recent software outage | Internal Revenue Service 09:07 - Qui...

Wolters Kluwer Cloud Tax Products Go Down for Almost a Week After Malware Attack 13.05.2019 50:21

This episode is sponsored by Xero. Xero Roadshow is coming to a city near you. Expand your knowledge and keep up with all things Xero. Show Notes 01:41 - Nicolas Cage Ponies Up $6.25 Million to Pay Back Taxes—But How Much Does He Still Owe? | E Online 03:14 - Wolters Kluwer takes services offline after malware attack | Journal of Accountancy 07:21 - What’s Behind the Wolters Kluwer Tax Outage? | K...

How Intuit and H&R Block May Have Tricked Low-Income Americans into Paying to File Their Taxes 06.05.2019 41:33

Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 01:43 -- It looks like Intuit and H&R Block have been employing some super-shady marketing tactics for years to charge people who should otherwise have qualified to file their taxes for free. Here’s everything you need to know about the ProPublica “Free File” investigation. For more, be sure to read “ Here's How TurboTax Jus...

Is Intuit marketing QuickBooks with Live Bookkeeping to clients of ProAdvisors? 29.04.2019 37:52

Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 01:21 -- We got some more reviews! Leave us a review on iTunes and we’ll read it on the air. 02:33 -- Scroll to the comments of this review on The College Investor for some pretty scathing reviews of Visor, the $99 tax prep service we covered in the last episode of the Cloud Accounting Podcast (they did not have a good busy seas...

Visor fails, Pilot raises, and the arrogance of the tech industry in accounting 23.04.2019 49:40

Sponsor Xerocon: http://cloudaccountingpodcast.promo/xerocon Show Notes 00:52 -- Welcome to our first guest co-host, Rachel Fisch ! 01:36 -- We got another review! Leave us a review and we’ll read it on the air. 02:32 -- Visor , the $99 app-based online tax service, did NOT have a great busy season. David’s got all the sordid details in a detailed LinkedIn article . 20:16 -- …and after all that, D...

Congress to ban IRS from creating online tax filing software, more CPA firms allowing work from home, update on QuickBooks Online Advanced, and how to brainwash your staff with an app 15.04.2019 41:32

Sponsor Xerocon: http://cloudaccountingpodcast.promo/xerocon Show Notes 00:53 -- Thanks for the reviews! Give us a review on iTunes and we’ll read it on the air. 01:51 -- The house passed a bill permanently banning the IRS from creating its own free online tax preparation software. Here’s the coverage in Huffington Post , Business Insider , and ProPublica . For the history on IRS-assisted tax prep...

The top benefit employees want is unlimited PTO (but most CPA firms don’t offer it), how you can evolve to compete with platforms, and California spent $1B on accounting software that doesn't work 07.04.2019 36:25

Sponsor Xerocon: http://cloudaccountingpodcast.promo/xerocon Show Notes 03:32 -- We got another review! If you like what you hear, do us a favor and leave a review on iTunes . 04:00 -- Intuit is creating 200 to 500 jobs at a new “ prosperity center ” in the small city of Bluefield, West Virginia. 06:16 -- A new study says the top benefit employees want is unlimited paid time off (PTO), putting tha...

Small biz owners not happy with Intuit's new rate limits, details on the latest QuickBooks Live test, how to start a virtual bookkeeping business, and more 04.04.2019 39:09

Sponsor Xero: http://cloudaccountingpodcast.promo/joinxero Show Notes 00:52 -- We got some more iTunes reviews! Leave us a review and we might read it on the air. 02:09 -- New usage rules for Intuit's popular accounting software could mean some customers will need to move to a pricier plan. And some entrepreneurs say it's one tweak too many . 06:26 -- The next "QuickBooks With Live Bookkeeping" te...

QuickBooks Live, busy season Saturdays, the gender pay gap, bans on cashless stores, upcoming accounting conferences, and more 25.03.2019 30:49

Show Notes 00:08 -- We got more reviews. Thank you! Give us a review on iTunes and we’ll read it on one of our weekly shows. 01:43 -- A survey revealed that you’ll get the best results from a blog post if you spend six hours working on it. 03:57 -- QuickBooks Live is now official — details on Intuit’s official Firm of the Future blog include the fact that Intuit has already hired 10 Boise-based Pr...

Could the tax-filing deadline be extended? Also, why accountants should be worried about bots and fake AI startups, and Canopy lays off 40% of its staff 17.03.2019 38:38

Show Notes 00:08 -- We got some reviews! Please do us a favor and give us a review on iTunes . 02:08 -- Might tax season be extended to make up for the partial Federal government shutdown? Two house Democrats have introduced a bill to extend the tax-filing deadline by 5 weeks. 03:51 -- Now you can track your team’s labor costs in QuickBooks Projects. 05:08 -- New limits in QuickBooks Online are ca...

Congrats to the Top 50 Women in Accounting! Also, details on Intuit’s “Expert Connections” test, how many accounts you should have in your CoA, and more 10.03.2019 37:03

Show Notes 00:10 -- Top 50 Women In Accounting 2018 — Practice Ignition — The winners ranked among the highest on an “anonymised scoring system which took into account the communication of professional and community achievements.” Check out Madeline Pratt’s Facebook Live panel discussion with nine of the winners which is also available on the Finding Fearless podcast . 02:48 -- Intuit Expert Conne...

QuickBooks Live on the Intuit earnings call, how GoDaddy’s “do it with me” program could be a harbinger for ProAdvisors, community feedback on QuickBooks Live, and why job switchers make more money 06.03.2019 33:51

Show Notes In this episode, Blake and David discuss: Intuit catches 'credential stuffing' attack on TurboTax account — Accounting Today — The software provider recently alerted Vermont that a cybercriminal had gained access to a state resident's account. How did they do it? Because the customer had used the same password on another site that got hacked. The lesson: Use a different password on ever...

Interview and demo with Botkeeper CEO Enrico Palmerino on Facebook Live 03.03.2019 1:12:37

Show Notes This episode is sponsored by Veem , the easiest way to send money internationally. Sign up today and earn 10,000 VeemBack points on your first transaction.* *Restrictions apply. Visit the Veem website for details. This bonus episode of the Cloud Accounting Podcast features an extended interview with Enrico Palmerino, CEO of Botkeeper, and his technical director Justin DoBosh. The inter...

It’s people! The Botkeeper investigation continues; Avalara buys AI tech; Intuit earnings; new limits in QuickBooks; and more 24.02.2019 35:23

Show Notes This episode is sponsored by Veem , the easiest way to send money internationally. Sign up today and earn 10,000 VeemBack points on your first transaction.* *Restrictions apply. Visit the Veem website for details. Recap of Botkeeper coverage and fallout, new questions, and the ethics of disclosing offshoring (00:53) In the previous episode , Blake and David discussed an email from Botke...

Is Botkeeper singing a different tune? Follow up on QuickBooks Live, IRS internal controls are a joke, a VERY expensive accounting textbook, and JP Morgan is getting into the blockchain game 19.02.2019 35:28

Show Notes This episode is sponsored by Veem , the easiest way to send money internationally. Sign up today and earn 10,000 VeemBack points on your first transaction.* *Restrictions apply. Visit the Veem website for details. Is Botkeeper singing a different tune? In November 2018, Botkeeper raised $18 million from Greycroft and Gradient Ventures to use AI and machine learning to automate bookkee...

What we know so far about QuickBooks Live, Intuit’s “test” of assisted bookkeeping services; FreshBooks adds double entry accounting; KPMG UK gives up on SMB accounting; and more 13.02.2019 35:47

Show Notes This episode is sponsored by Veem , the easiest way to send money internationally. Sign up today and earn 10,000 VeemBack points on your first* transaction. *Restrictions apply. Visit the Veem website for details. Offer limited to one reward per account. Offer only applies to international payments, and only on standard exchange rates. USD to USD cross border payments are excluded. Qual...

The “hybrid” skills that tomorrow’s jobs will require, humans come out on top at the world’s first robot hotel, why leaders shouldn’t worry about absenteeism, and more 09.02.2019 23:22

Show Notes A new bank feeds process – simpler, faster, and more secure — Xero Blog — Now, to connect a new bank feed you can download a pre-populated application form in Xero with information about your organisation and bank account details. Simply sign and date the form, scan and upload it back into Xero and they'll take care of the rest. Dropbox Buys HelloSign To Improve Document Workflow — PYM...

Is Intuit launching an Uber for Bookkeeping? Thoughts on "QuickBooks with Live Bookkeeping," and more 07.02.2019 35:54

Show Notes According to a new pricing page on the QuickBooks website, Intuit is now offering QuickBooks software plus access to “real bookkeepers to help you manage your business” for between $210 and $350 per month. Now QuickBooks customers can “Get valuable insights from unlimited one-on-one conversations with an experienced bookkeeper that knows your business.” How does it work? "A QuickBooks...