Cloud Accounting Podcast

JANUARY 5, 2020

Sponsors OnPay: [link] 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! Uber argues that they’re not “really” a ride service 13:34 – Time to get your CPA?

CPA

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Time & Billing When I ran my firm , time tracking wasn’t a priority and as a result I never did any billing through my accounting firm workflow management software (invoicing & billing was monthly recurring set it and forget it).

Accounting

Jetpack Workflow

OCTOBER 25, 2024

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA , owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Unlike traditional billing methods that depend on hourly rates or project-based fees, a subscription model enables Jeremy to establish a consistent income stream.

Billing

Cloud Accounting Podcast

OCTOBER 21, 2020

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We're celebrating the passing of the final official tax deadline of 2020 with a huge slew of news! link] 53:19 – Wells Fargo terminates employees over potential COVID-19 relief fraud [link] 55:01 – Voicemail!!

CPA

Cloud Accounting Podcast

MARCH 21, 2020

Kelly Phillips Erb: [00:00:21] What the bill does is it expands the eligibility for small businesses, meaning those that are under 500 employees to receive loans under the Small Business Act. The way that this- the bill is set up, right now, and again, this is a proposal. This isn't fixed. I do think we're gonna see some kind of check.

Tax

IMA's Count Me

APRIL 19, 2020

So to hear more, we'll head over to their conversation now. Adam : (00:35) So Jose, as we begin 2020, it seems that automation is a key word in accounting and finance, whether it's through RPA or machine learning. Oh, I got to talk to my accountant and I talked to my tax rep, I talked to my CPA.

Accounting

Future Firm

APRIL 10, 2022

If you want proof, you can read Scalefactor CEO’s message about why their $100M venture-backed accounting service operation shut its doors in 2020: It’s easy to get wrapped into just focusing on technology and automation, but the future of accounting is very much still people-driven. Bill.com or Plooto for bill pay.

Accounting

Cloud Accounting Podcast

AUGUST 3, 2020

05:14 – VirBELA – Virtual work platform 08:16 – Congressional Democrats, White House still at impasse over coronavirus bill – Reuters 08:53 – New York Times on U.S. Just for the listeners of The Cloud Accounting Podcast, Smansha is offering its fully functional unlimited-companies license for free until August 31, 2020.

QuickBooks

Cloud Accounting Podcast

MARCH 30, 2020

So, Congress, this week, got through that giant $2 trillion stimulus bill, which contains individual cash payments in there - $1,200 for individuals, and $2,400 for couples with $500 added for every child. Okay, so that's a little too late to help me with my April bills. I mean, there's so much in the bill. We appreciate you!

Accounting

Cloud Accounting Podcast

JULY 7, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before September 30, 2020. He's a CPA, PFS, and CGMA.

Tax

Cloud Accounting Podcast

AUGUST 11, 2020

He presented his bill after the fact, and the client accepted it- David Leary: [00:00:28] Which tells me they got a lot of value out of it, and they didn't put up a fuss. I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." He undercharged it. He left value on the table. I don't know.

QuickBooks

Cloud Accounting Podcast

APRIL 11, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. You have a seat at the table with the SBA.

Payroll

Cloud Accounting Podcast

MAY 3, 2020

He's a CPA. In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. That was Steven Zelin.

Payroll

Cloud Accounting Podcast

JULY 28, 2020

Cloud Accounting Podcast listeners will receive three months of BQE Core for free with an annual subscription package purchased on or before September 30, 2020. Republicans just wanna focus the bill on COVID, directly. Trump administration put this in the PPP bill. To learn more, head over to cloudaccountingpodcast.promo/core.

Bookkeeping

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 I think we have to talk about the strangest story of 2020. It's the strangest thing of 2020, if you ask me. Let's move on.

QuickBooks

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Klein, How to Fix the Covid Stimulus Payment Problem: Accounts, Information, and Infrastructure – Just Money 46:18 – Why Kamala Harris matters to fintech in the 2020 election – PaymentsSource 50:14 – One more voicemail! Because, as we have discussed in the past, the hiring of CPAs. VOICEMAIL! We appreciate you! I would switch that.

CPA

Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. The accountants aren't getting those agent fees that were supposedly in the bill. He won't go away.

Accounting

Cloud Accounting Podcast

MAY 10, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. So, that's good, I suppose, for CPAs.

QuickBooks

Cloud Accounting Podcast

JUNE 1, 2020

We do that by helping you understand where your business has been and, most importantly, predict where it's going. Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans, and budgets in real time.

Tax

Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

Tax

Cloud Accounting Podcast

MAY 18, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. They wanna introduce a bill that.

Payroll

Cloud Accounting Podcast

JUNE 28, 2020

Just for the listeners of The Cloud Accounting Podcast, Smansha is offering its fully functional unlimited-companies license for free until August 31, 2020. They will do your bill pay powered by Bill.com. They'll do payroll that's powered by Gusto for an additional add-on fee - for both the bill pay and the payroll.

Bookkeeping

Cloud Accounting Podcast

JULY 14, 2020

We do that by helping you understand where your business has been and, most importantly, predict where it's going. Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans, and budgets in real time.

XERO

Cloud Accounting Podcast

APRIL 27, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. We appreciate you! I've got called back by two lenders.

Accounting

Cloud Accounting Podcast

JUNE 16, 2020

Do you have clients that are logging into their bank website to manually pay their bills or, even worse, clients that are still handwriting paper checks because the alternatives are either too complicated, or too expensive? You need to introduce them to Melio Payments. To learn more about Melio Payments, and to get your very own Melio.me

QuickBooks

Cloud Accounting Podcast

AUGUST 17, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before September 30, 2020. This is like a big popular thing for big purchases.

Payroll

Cloud Accounting Podcast

AUGUST 25, 2020

If 2020 has taught us anything, it's to be lean and nimble in our work. Is there are some gamble, if you wanna value-bill people, that you're gonna have waste? You have to accept the fact that you might have some wasted conversations with people that maybe aren't the right fit; maybe won't ever value-bill?

Accounting

Cloud Accounting Podcast

OCTOBER 1, 2020

Just for the listeners of The Cloud Accounting Podcast, Smansha is offering its fully functional unlimited-companies license for free until August 31, 2020. There's some new numbers courtesy of CPA Trendlines about job levels in the accounting world broken down by different types of firms. Employment at CPA firms is only down 1.2%.

Accounting