Cloud Accounting Podcast

JUNE 16, 2019

Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 11:36 — CPA numbers have stagnated according to NASBA data 12:56 — How much is the CPA Exam worth in 2019? Blake responds.

CPA

Cloud Accounting Podcast

OCTOBER 6, 2018

Blake and David reconnect to talk about what's new in the worlds of QuickBooks and NetSuite. Intuit is discontinuing their QuickBooks Desktop Advanced ProAdvisor Certification — could this be the beginning of the end for desktop? Meanwhile, NetSuite is soaring according to the latest Oracle quarterly results.

QuickBooks

Cloud Accounting Podcast

NOVEMBER 12, 2019

03:47 – News from QuickBooks Connect! Business Wire 23:14 – Bankifi is throwing down the Banking-as-a-Service gauntlet | Forbes 27:11 – Is another tax software company getting ready to bite the dust? Ottawa Business Journal 03:00 – Breaking news! The world does not stop when we attend accounting conferences!

QuickBooks

Cloud Accounting Podcast

SEPTEMBER 18, 2019

04:46 – Come hail or high water, Tom prefers hosted (cloud) solutions, such as QuickBooks Online and QuickBooks Enterprise to keep client data safe. 14:46 – The full operation - seed to sale - has the most tax benefit for local agencies in California. 06:00 – One way to store your cannabis currency – PotCoin ? |

Tax

Cloud Accounting Podcast

FEBRUARY 23, 2019

Avalara intends to use the Indix AI to maintain and expand its already massive tax content database, which includes international product codes and classifications; taxability rules; exemption conditions; tax holidays; jurisdictions; boundaries; tax rates; thresholds and registration, compliance, and return preparation and filing requirements.

QuickBooks

Cloud Accounting Podcast

JANUARY 1, 2020

QuickBooks Live Bookkeepers, hopefully … | YouTube 23:06 – QuickBooks Live is making an impression, or 734 million-plus impressions , according to AdAge | AdAge 25:57 – A “glitch” caused a delay in Federal Reserve direct deposits | CNBC 29:10 – It’s actually “ Athleta …” 29:20 – Want to work in retail? QR codes, anyone?

Accounting

Jetpack Workflow

OCTOBER 12, 2023

There is also a discussion about David’s experience using TurboTax Live for their tax return and discuss the importance of pricing in the accounting industry. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with tools, strategy, and solutions to better than work and lives.

Bookkeeping

CapActix

OCTOBER 10, 2023

This advanced software offers a comprehensive range of features, including payroll management, report generation, expense tracking, and even tools for auditing and tax preparation support. Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision.

Accounting Software

Cloud Accounting Podcast

DECEMBER 1, 2018

Show Notes Intuit Reports First Quarter Revenue Increased 12 Percent Led by 42 Percent Growth in Small Business Online Ecosystem Revenue — Intuit Investor Relations — The company announced financial results for the first quarter of fiscal 2019, which ended Oct. So they looked into it. Now, it doesn’t quite seem so hot. Here's what happened.

QuickBooks

Cloud Accounting Podcast

AUGUST 10, 2019

Intuit QuickBooks 19:13 – What exactly is QuickBooks Live? Short answer: Uber for bookkeeping 20:48 – Intuit provides an actual demo of the QuickBooks Live service in their new add, narrated by Danny DeVito 22:30 – Blake Oliver - Voiceover talent for hire!

QuickBooks

Cloud Accounting Podcast

AUGUST 30, 2019

01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019? Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEB Connect with Meghan Blair-Valero Twitter: [link] LinkedIn: [link] Get in Touch Thanks for listening and for the great reviews!

Bookkeeping

Cloud Accounting Podcast

OCTOBER 18, 2019

Sponsors OnPay: [link] Show Notes 00:56 – How much pain has the Tax Cuts and Jobs Act caused? | 09:14 – Cruisin' on down the highway - QBO now offers mileage tracking | Insightful Accountant 09:57 – BQE Core is also offering mileage tracking | BQE 11:07 – David’s #1 prediction of 2019 comes true! For details, read the prospectus.

AR / AP

Cloud Accounting Podcast

AUGUST 19, 2019

03:26 – David takes QuickBooks Online Accountant for a spin the real world 05:30 – The new titanium-flavored Apple Card – all hype, no substance? 18:18 – Meet the winners of CPA Practice Advisor’s Tax & Accounting Technology Innovation Awards , which includes a win for BQE Software – one of our sponsors.

CPA

Cloud Accounting Podcast

OCTOBER 17, 2019

05:26 – Time really is money, especially if your employees steal it 06:38 – Hook, line, and sinker, as a small-biz owner, you're fully liable for all tax obligations, regardless of whether you've been defrauded. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Interested in sponsoring the Cloud Accounting Podcast?

CPA

Cloud Accounting Podcast

MARCH 21, 2020

David Leary: [00:02:39] So, last week, all this tax change, and deadlines, and all these things kept coming out, and I was like, "Oh, I should get Kelly on again." She writes for Forbes, and she writes for Bloomberg Tax. This hasn't been finalized yet," from the tax situation. I regale them with tax stories.

Tax

Nanonets

FEBRUARY 1, 2024

Founded in 2019, the company provides its services to 100,000+ small and mid-size businesses across Europe. Solution Nanonets offered a custom solution with accurate data extraction and integration with QuickBooks. Challenge SaltPay needed to integrate SAP for efficient vendor management.

Accounts Payable

IMA's Count Me

SEPTEMBER 4, 2019

If you recall, Sean recently received the New Jersey society of CPAs, 2019 ovation award in innovation and as an expert in technology, blockchain and data analytics. Tax returns are important from a compliance point of view and all the rest. Now again, the audit function and the tax function are cornerstones of what we do.

Accounting

Future Firm

SEPTEMBER 1, 2023

1) QuickBooks Online A true juggernaut in the small business accounting software space, QuickBooks Online is widely known across firms and self-employed business owners alike as one of the best accounting software products. AutoEntry was acquired by Sage in 2019, so expect to see some nice synergies if you’re on Sage.

Accounting Software

Cloud Accounting Podcast

AUGUST 3, 2020

David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. Stay tuned to hear more from our sponsor, ADP Marketplace, later in the episode. trillion plan.

QuickBooks

Cloud Accounting Podcast

APRIL 28, 2019

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 season). 11:44 -- Intuit appears to be marketing QuickBooks Live to clients of ProAdvisors.

QuickBooks

Cloud Accounting Podcast

FEBRUARY 12, 2019

VeemBack Points will be added to qualifying accounts by April 19th, 2019. Offer Valid thru April 1st, 2019 23:59 PST. Intuit is testing potential bookkeeping — AltAccountant Podcast — With Intuit/QuickBooks (and other software companies) testing the demand for bookkeeping services built-in the subscription.

Bookkeeping Services

Cloud Accounting Podcast

MAY 19, 2019

Meanwhile, Wolters Kluwer negotiated on behalf of its customers with the IRS for a 7-day extension to file tax returns due to the CCH outage. Also, Intuit is increasing its QuickBooks Live workforce in anticipation of a June launch date, and Xero hired a new President to lead their Americas operation.

XERO

Cloud Accounting Podcast

FEBRUARY 18, 2019

Follow up on QuickBooks Live Xero’s commitment to bookkeepers — Xero.com — Keri Gohman, President of Xero Americas, says “At Xero, our choice is clear: technology can only succeed when it improves human relationships. Bookkeepers: Is the Death Knell upon us in 2019? Listen in to the latest episode for all the details.

QuickBooks

Cloud Accounting Podcast

SEPTEMBER 29, 2019

02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry, just got acquired by Sage !

CPA

Cloud Accounting Podcast

JULY 7, 2020

I've got follow up on Wirecard, the Ernst & Young audit that apparently did not detect $2 billion in money that was missing. David Leary: [00:04:18] I've got some Wirecard, as well. Blake Oliver: [00:04:19] IRS news, appropriate for Tax Day coming up. 2 Was Key to the Firm’s Rapid Rise. . - PPP, of course, is still in the news.

Tax

Cloud Accounting Podcast

JULY 25, 2019

This episode was recorded live at the Accounting & Finance Show LA at the Los Angeles Convention Center on July 24, 2019. Sponsor Accounting & Finance Show LA: [link] Show Notes 02:31 — QuickBooks Cloud Hosting Firm iNSYNQ Hit in Ransomware Attack — Krebs on Security ( [link] ) 09:50 — Trump’s Tax Law Threatened TurboTax’s Profits.

CPA

Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. Oh, by the way, the three-week number, that's only for people who already have direct deposit setup through their tax filing. I guess it's through payroll tax credits. Historically, the IRS, it's taken them two months.

Accounting

Cloud Accounting Podcast

SEPTEMBER 1, 2022

in late fees from pandemic | Accounting Today [link] IRS relieves penalties for 2019 and 2020 [link] 47:23 – KPMG to relocate NYC HQ as it downsizes office space | Accounting Today [link] 48:39 – Voicemail from Tyler Otto – Thank you! (1) davidleary on Twitter: "YES, YOU NEED TO FIND A NEW #Accountant!!!

XERO

Cloud Accounting Podcast

JUNE 23, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. We appreciate you! David Leary: [00:12:44] Yeah.

QuickBooks

Cloud Accounting Podcast

APRIL 11, 2020

But, right now, the SBA is processing in one day what they processed in all 2019. Accountants and bookkeepers love Relay because they get a partner portal, can manage staff access without compromising security, and enjoy enriched direct bank feeds to QuickBooks Online, and Xero. There are issues. We can talk about the issues.

Payroll

Cloud Accounting Podcast

SEPTEMBER 22, 2020

15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept. 15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept. 15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept. We appreciate you!

QuickBooks

Cloud Accounting Podcast

JULY 28, 2020

My biggest takeaway from the conversations was how you can 100 percent use BQE Core as your standalone accounting system or pair it up with either QuickBooks Online, or Xero. Basically, the Donald Trump payroll-tax thing is not gonna make it. Blake Oliver: [00:10:26] Right. So, the White House is kinda. Those are the big ones.

Bookkeeping

Cloud Accounting Podcast

SEPTEMBER 1, 2020

CPA Trendlines 42:18 – Does the US tax code favor automation? tax code actually favors automation, according to a new paper. When you add up all the taxes on labor – hiring people, employing people to do work – it ends up being about 28.5% Now, what is the tax rate on replacing those people with software, and equipment?

Payroll

Cloud Accounting Podcast

JUNE 8, 2020

AccountingWEB 06:57 - Racial Disparities and the Income Tax System – Tax Policy Center 09:07 - [OC] People Killed by Police Forces (Annual rate per 10 million people) - Reddit 11:28 - Police Unions And Civilian Deaths - NPR 12:41 - The Illusion of Race-Neutral Tax Policy - ITEP 13:41 - Executive at top U.S.

Tax

Cloud Accounting Podcast

JULY 20, 2020

The real talk here is we are one day post-Tax Day. Blake Oliver: [00:03:40] Yay! David Leary: [00:03:40] Congratulations, everybody. The Washington Post has a diagram here showing some of the industries where the jobs supposedly supported by the PPP, according to this document, are greater than the entire jobs in that industry in 2019.

Accounting

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Blake Oliver: [00:09:42] We did that deliberately with our last episode, with the payroll tax deferral. There's a canton in Switzerland that is now accepting taxes in Bitcoin, that's pretty cool. To put this in perspective, the company made as much money in the past three months as it did in the entirety of 2019.

CPA

Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. Since QuickBooks Live was announced? on Friday, June 26.

Bookkeeping