Cloud Accounting Podcast

NOVEMBER 16, 2022

CPA Trendlines [link] 24:49 – Caleb L. in Unpaid Fees [link] 50:05 – Xero Shares Hit Lowest Level Since March 2020 After CEO Announces Retirement [link] Connect with Joe Woodard LinkedIn : [link] Twitter : [link] Website : [link] Register for Scaling New Heights 2023: [link] Get in Touch Thanks for listening and for the great reviews!

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XERO CPA QuickBooks Accounting 52

Cloud Accounting Podcast

NOVEMBER 18, 2019

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! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Thank you! You’re Broke!

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Jetpack Workflow

OCTOBER 12, 2023

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. Subscribe to our weekly newsletter, and get 32 free accounting workflow templates today!​​ sign me up!

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Bookkeeping Small Business Accounting CPA QuickBooks 64

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. I was shocked when I heard that CPA firms had received PPP loans.

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Cloud Accounting Podcast

JULY 1, 2019

07:23 - Scaling New Heights 2020 will be in St. Louis 08:00 - Xero is launching apps.xero.com as the new Xero Marketplace 08:56 - Make the move from ‘trusted’ to ‘transformative’ | Accounting Today 10:59 - QuickBooks Live Bookkeeping update: Interested in becoming a QuickBooks Live Bookkeeper?

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CPA QuickBooks XERO Bookkeeping 40

Cloud Accounting Podcast

OCTOBER 29, 2019

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! Intacct Advantage 2020 hits sunny Florida! 32:50 – Mark your calendars! Meet Blake and David in person!

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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!!!

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Cloud Accounting Podcast

MARCH 8, 2020

May 31 - June 3, 2020: BQE Succeed - Encore at Wynn Las Vegas Need Accounting Conference Info? What's more, we examine Deloitte's new VR platform, why QuickBooks Connect London is cancelled, and how the IRS expects to audit more wealthy taxpayers. Interested in sponsoring the Cloud Accounting Podcast? Meet Blake and David in person!

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Cloud Accounting Podcast

FEBRUARY 10, 2020

Chase's WePay could turn into a general ledger app; the MyPayroll HR bank gets sued; AICPA CEO Melancon says CPA licensing is under threat, but is it, really? These five tech players have a combined $4.1 Interested in sponsoring the Cloud Accounting Podcast? Meet Blake and David in person! And more!

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Cloud Accounting Podcast

SEPTEMBER 12, 2019

according to surveyed tax and accounting professionals | CPA Trendlines 24:46 – Is this a buyer's or seller's market? Meanwhile, merger mania hits CPA firms, and David and Blake start investigating, real-time, the MyPayrollHR fraud story that broke while they were recording this episode (for all the details, listen to episode 112).

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Cloud Accounting Podcast

AUGUST 10, 2019

00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way. 00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way. Intuit QuickBooks 19:13 – What exactly is QuickBooks Live?

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Cloud Accounting Podcast

OCTOBER 22, 2019

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! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer!

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XERO Accounting Accounting QuickBooks 40

Future Firm

APRIL 10, 2022

And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position. Check out QuickBooks Online can do this with their cash flow planner tool: This means you can leverage these kinds of features to help speed up your work.

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Accounting Accounting Bookkeeping XERO 111

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! Hit the show notes for the link to get more info and be sure to check out our special stimulus pricing of four episodes for just $100.

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Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We appreciate you!

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Payroll Tax QuickBooks CPA 40

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. QuickBooks Online Accountant. With accounting firms & tax professionals having hundreds and even thousands of tasks across the business, you’ll need more than Quickbooks Online or Xero. QuickBooks Online accounting software.

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Accounting Accounting QuickBooks Accounting Software 105

Cloud Accounting Podcast

NOVEMBER 8, 2019

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! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Meet Blake and David in person!

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Bookkeeping Bookkeeping Services XERO CPA 40

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. I know that QuickBooks released their new e-commerce solution that's built into QuickBooks Online. Millions of Americans Don’t Think So. That's a pretty big deal.

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Accounting Accounting QuickBooks CPA 40

Future Firm

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. There’s a reason why I stopped most other marketing activities to focus on blogging as a primary strategy to find new clients after my first year of starting a cpa firm. QuickBooks Online. It’s pretty cool. Jetpack Workflow.

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Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

JUNE 16, 2020

By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online. PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems.

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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.

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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 Finance 1:02:32 – Saasable - Recurring Revenue Simplified – Intuit QuickBooks Get in Touch Thanks for listening and for the great reviews!

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QuickBooks XERO Payroll Deposits 40

Future Firm

MAY 17, 2022

If you want some more inspiration for your CPA firm, you can check out my 39-Must Listen Accounting Podcasts. When I launched a giveaway with Future Firm ® in 2020, it was a big success that brought in 100’s contacts that joined my newsletter which could later be nurtured. Take Hector Garcia, CPA for instance. And guess what?

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Accounting Accounting CPA Bookkeeping 98

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. 8 – Conceptual Framework for Financial Reporting.

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Cloud Accounting Podcast

AUGUST 25, 2020

Sponsors AccountingSuite: [link] LivePlan Bootcamp: [link] BQE CORE: [link] Show Notes 04:33 – One of this week's voicemail messages – Shana 06:40 - Increase your restaurant profits by tracking fiscal weeks in QuickBooks Online Advanced – Intuit QuickBooks 08:16 - Xero and TriNet provide full-service HR solutions to U.S.

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Cloud Accounting Podcast

JULY 14, 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 The 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. Blake Oliver: [00:12:12] Yes.

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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.

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Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. While we're speaking about the AICPA, did I mention that Engage 2020 is canceled? That means there will not be an onsite Engage 2020." We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. I'd like that.

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Cloud Accounting Podcast

AUGUST 11, 2020

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. I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." I don't know. Different people did raises.

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QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MAY 10, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Andrea Carr, CPA; she was on an AICPA town hall on May 7 and heard on that, from the AICPA, that all the PPP loan applications will become public under the Freedom of Information Act, eventually. We appreciate you! It's all the same.

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QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

JUNE 1, 2020

It has an easy-to-use dashboard, integrations with QuickBooks and Xero, and additional automated tools to serve the modern workforce. I can't see it. [00:22:07] Yeah, so back in April, many more CFOs were expecting that near-normal operations would resume in 2020. Justworks is simple and fast. Ready to give Justworks a try?

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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.

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Bookkeeping QuickBooks Payroll Auditing 40

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. We appreciate you!

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Payroll Tax Auditing QuickBooks 40

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.

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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. 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.

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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. That's why Intuit is interested in BigCommerce.

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Cloud Accounting Podcast

MARCH 21, 2020

I spotted an article in CPA Trendlines, a report looking at what happened, in previous downturns, to the accounting profession and trying to figure out what might happen now. Because I've got some stuff about the CPA exam; working from home in public accounting firms. So, people who were gonna take the CPA exam, now, that's delayed.

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