Cloud Accounting Podcast

MARCH 28, 2023

billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) Show Notes Texas Close to Allowing CPA Candidates to Test with 120 Credits [link] South Carolina's Top Accountant to Step Down After $3.5

CPA 97

CPA XERO Auditing QuickBooks 97

accountingfly

APRIL 18, 2024

ACCOUNTING CANDIDATES – Sign up to see more FTE Senior Accountant | Candidate ID #20310263 Certifications: NA Education: BBA in Business Experience (years): 20+ total, 5 in public accounting Work experience (highlight): Staff Accountant at a public accounting firm 5 years with current employer Responsible for financial statement preparation, (..)

General Ledger 52

General Ledger CPA Accounting Accounting 52

Cloud Accounting Podcast

AUGUST 30, 2023

Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers. 46:26) - LegalZoom launches LegalZoom Books (49:02) - How many Ohio CPAs have tried ChatGPT at all? (51:57)

Accounting 67

Accounting Accounting XERO CPA 67

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? 8:42 — A listener asks if the CPA is worth it. Blake responds. Blake responds. explored this question earlier this month.

CPA 40

CPA XERO Bookkeeping Services Accounting 40

accountingfly

MARCH 21, 2024

FT Accounting (Permanent) | Candidate ID # 20167349 Certifications: N/A Experience (years): 8 total, all in public accounting Work experience (highlight): Senior Accountant at a large public accounting firm with focus on outsourced accounting services Prepares closing schedules, reviews reconciliations, and facilitates payroll for multiple clients (..)

Accounting 59

Accounting Accounting Financial Statements Payroll 59

Dext

MARCH 23, 2021

Michael Shafman is a CPA with experience within the full gambit of the accounting world. Michael started using Dext in 2015, first as a finance leader, and then in 2016 as the technology on onboarding leader for a Xero Platinum partner.

Auditing 40

Auditing XERO CPA Accounting 40

Cloud Accounting Podcast

MARCH 10, 2023

We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

General Ledger 59

General Ledger QuickBooks CPA XERO 59

Cloud Accounting Podcast

MARCH 31, 2021

in taxes from millionaires [link] 31:55 - IRS audits of millionaires plunged 72% [link] 32:43 - IRS Has Recruiting Problems, Too [link] 34:56 - ServiceTitan, Software Provider For Tradespeople, Reaches $8.3 Thank you, Adam CPA! Get in Touch Thanks for listening and for the great reviews! We appreciate you!

XERO 40

XERO CPA Collections Auditing 40

Cloud Accounting Podcast

OCTOBER 7, 2021

Sponsors Rippling: [link] DEXT: [link] Dark Horse: [link] Show Notes 5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA! Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Welcome!

QuickBooks 40

QuickBooks XERO CPA Auditing 40

Cloud Accounting Podcast

JUNE 11, 2021

Sponsors Odoo: [link] Client Hub: [link] Rewind: [link] Meet Liz LinkedIn: [link] Twitter: [link] Website: [link] Show Notes 1:12 – Meet our guest, Liz Mason, CEO and Founder of High Rock Accounting 2:46 – Is the Maricopa County election audit truly an audit? We'll also talk about the PCAOB house-cleaning efforts.

XERO 40

XERO QuickBooks Accounting Accounting 40

Cloud Accounting Podcast

OCTOBER 18, 2019

CPA Practice Advisor 31:42 – Robinhood tightens their tights for another shot at banking | Bank Innovation 32:54 – Is Intuit overtaking Xero in the UK race? 20:02 – Short story long , Expensify has launched “the world’s smartest corporate card! | September 18th is now Bill.com Day in Houston! | Thanks to all our excellent listeners!

AR / AP 40

AR / AP XERO CPA Deposits 40

Cloud Accounting Podcast

JULY 1, 2019

Sponsors FloQast: [link] AutoEntry: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 01:45 - We got more reviews! Click here to leave a review on iTunes. 07:23 - Scaling New Heights 2020 will be in St.

CPA 40

CPA QuickBooks XERO Bookkeeping 40

Cloud Accounting Podcast

AUGUST 26, 2021

We've got a TikTok sorority future CPA's take on managing the millions that her sorority took in, why an interior designer loves doing bookkeeping, how to work two jobs at once, and PwC is (again) delaying return to office. We'll also talk new suits, and how Ed Mendlowitz picked a fight with everyone in his recent blog post.

XERO 40

XERO CPA QuickBooks Bookkeeping 40

Cloud Accounting Podcast

FEBRUARY 10, 2021

Plus, Bill.com stock pops on fantastic quarterly earnings, Xero gives Blake a treat for Valentine's Day, whistleblowing grows with remote work as employees become less engaged, and Deloitte is not looking good when it comes to the CDC's vaccine appointment system. Thank you, Sean Birdsell!

QuickBooks 40

QuickBooks Tax AR XERO 40

Jetpack Workflow

JUNE 1, 2023

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. In addition to the services listed above, they typically include controller or CFO services, such as audit reporting, compliance management, cash flow analysis, KPI monitoring, and more.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). I want to start off by saying thank you.

XERO 234

XERO Bookkeeping Reconciling CPA 234

Cloud Accounting Podcast

AUGUST 19, 2019

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. AI workload | The Verge 27:14 – What’s behind the allure of hiring non-accounting grads at CPA firms ?

CPA 40

CPA Bookkeeping XERO QuickBooks 40

Invoicera

DECEMBER 31, 2023

Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Tools categorize and analyze expenses in real time, simplifying approvals, audits, and compliance checks with ease. These trails prove invaluable during audits and compliance checks.

Data Entry 59

Data Entry Purchase Order Accounting Accounting 59

Cloud Accounting Podcast

JUNE 17, 2021

24:07 – Microsoft Excel Esports Tournament Is Real And Actually Happening [link] 28:15 – Osome raises $16M to automate repetitive accounting tasks [link] 29:35 – Corporate services “superapp” Osome lands $16M Series A [link] Super app for SMEs Osome raises $16 million [link] 31:00 – Pennylane raises $18.3

Microsoft Excel 40

Microsoft Excel Billing XERO CPA 40

IMA's Count Me

AUGUST 9, 2020

And then the last one, the one that I've been keeping my eye on a lot is XERO. XERO didn't have that liability. The biggest benefit with XERO isit works great with the foreign exchange transactions, which can be tougher in both, you know, QuickBooks online and Sage. So they never had a desktop version.

Accounting Software 40

Accounting Software Accounting Accounting QuickBooks 40

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. He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA.

Tax 40

Tax Auditing Deposits Accounting 40

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 52

Accounting Software Accounting Accounting Data Entry 52

CapActix

SEPTEMBER 6, 2023

In fact, for CPA and accounting firms, this new approach to accounting has brought radical changes and never seen before advantages. They will use your software such as Xero or Quickbooks and your working environment to perform their job to deliver productive work within your environment. All you focus on is deliverables.

Accounting 59

Accounting Accounting CPA Bookkeeping 59

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. Xero Practice Manager. Let’s make this simple.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

NOVEMBER 3, 2021

We’ve got news from Gusto, Audit Sight, and Xero, as well. [link] 10:15 – Scaling New Heights 2022: Thrive [link] 11:13 – Parker Conrad’s Rippling is now valued at $6.5 link] 10:15 – Scaling New Heights 2022: Thrive [link] 11:13 – Parker Conrad’s Rippling is now valued at $6.5

Accounting 40

Accounting Accounting XERO CPA 40

Future Firm

AUGUST 22, 2022

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

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Nanonets

JANUARY 17, 2024

Now, you might be thinking, "We've got this covered with our trusty spreadsheets and quarterly audits." Maintaining a thorough and easily accessible audit trail is essential for compliance and transparency. Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Cloud Accounting Podcast

MAY 27, 2021

link] 41:37 – Elizabeth Warren’s take on the tax-preparer industry 44:39 – Innovations in audit: KPMG deploys smart glasses [link] 47:00 – Auditors leverage technology lessons from pandemic [link] 49:14 – We Found Joe Biden’s Secret Venmo. Here’s Why That’s A Privacy Nightmare For Everyone.

Bookkeeping 40

Bookkeeping XERO CPA Auditing 40

Nanonets

JUNE 29, 2023

Integration with NetSuite, Quickbooks Online, Xero, and Sage Intacct, Integration with Slack, allowing employees to receive alerts, handle requests, and obtain approvals directly within the Slack interface. Pros: Zero shot AI that can capture data from documents from day 1.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

Cloud Accounting Podcast

OCTOBER 25, 2023

Could fraud be part of the solution? [link] Is Audit in Crisis Because of Definitions? - CPA Trendlines [link] The 'proof of reserves' myth in crypto-accountancy [link] OpenAI gives ChatGPT access to the entire internet | VentureBeat [link] Need CPE? 43:10) - 3 professors know how to solve the pipeline problem? (46:45)

CPA 60

CPA Billing QuickBooks Auditing 60

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." It's called a Xero On Air. I don't know.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MAY 17, 2024

They also cover the sham audit firm BF Borgers and question why the firm's CPA is still licensed despite SEC charges. They also cover the sham audit firm BF Borgers and question why the firm's CPA is still licensed despite SEC charges. accounting system was de. accounting system was de. accounting system was de.

Bank Reconciliation 43

Bank Reconciliation XERO CPA Billing 43

Cloud Accounting Podcast

MARCH 30, 2020

The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. There's a tweet from Meghan Valero, and she said that somebody, a Boston-area CPA, does not want to let his clients email tax documents, even if they're password-protected.

Accounting 40

Accounting Accounting Payroll Billing 40

Future Firm

APRIL 10, 2022

Xero’s App Marketplace , for example, allows you to shop for hundreds of apps to connect to their accounting system to transfer data back and forth seamlessly to streamline your accounting functions: Today, this is a basic expectation when it comes to accounting automation. Tip 2: Leverage App Integrations.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

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. David Leary: [00:04:53] I heard about that.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

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. They use QBO or Xero. he's a CPA first.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

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.

Accounting 40

Accounting Accounting QuickBooks Tax 40