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

Cloud Accounting Podcast

MAY 27, 2019

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.

XERO 40

XERO QuickBooks CPA Accounting 40

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. 12) Hubdoc Acquired by Xero in 2018, Hubdoc‘s claim to fame is its invoice fetching capabilities.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

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

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! Hit the show notes for the link to get more info.

QuickBooks 40

QuickBooks XERO CPA Auditing 40

Cloud Accounting Podcast

MARCH 10, 2023

Majority of CAS practices support 3+ general ledgers; KPMG may have turned a blind eye to deforestation; Intuit to replace QuickBooks Desktop POS with Shopify; Startup accelerators from Intuit and AICPA Sponsors Tri-Merit - [link] LiveFlow - [link] Patriot - [link] Need CPE?

General Ledger 59

General Ledger QuickBooks CPA XERO 59

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

Cloud Accounting Podcast

DECEMBER 16, 2019

Show Notes 01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!| AICPA 06:14 – With more specialization, CPAs will now be more useful to employers! CPA Practice Advisor 41:20 – A one-stop shop for all your payroll and HR needs?

CPA 40

CPA Payroll QuickBooks XERO 40

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. Looks like H&R Block will be competing with QuickBooks Live?

CPA 40

CPA XERO Bookkeeping Services Accounting 40

Jetpack Workflow

JANUARY 4, 2024

Heyward, the principal at Heyward CPA. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. In terms of James’ tech stack at Heyward CPA, he mentions utilizing Jetpack Workflow, HelpScout, and some others.

QuickBooks 52

QuickBooks CPA Accounting Accounting 52

Cloud Accounting Podcast

NOVEMBER 12, 2021

link] 7:43 – Building a Best-in-Class A/P Tech Stack Without Breaking the Bank [link] 9:41 – Intuit to Discontinue QuickBooks Desktop in the UK [link] UK QuickBooks Desktop will cease to be supported outside the UK & Ireland [link] 11:38 – Conversation with John Stokdyk from AccountingWEB on the QuickBooks news!

QuickBooks 40

QuickBooks Bank Reconciliation XERO CPA 40

Cloud Accounting Podcast

JUNE 1, 2023

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more! With $3 Billion.

CPA 52

CPA XERO AP QuickBooks 52

Cloud Accounting Podcast

APRIL 15, 2019

Here’s a keeper: “ Using Quicken for farm and ranch accounting ” 14:46 -- Xero's out with a new look for their invoicing feature , which now includes auto save and a nifty application of artificial intelligence for coding transactions 16:24 -- Canopy released their new mobile app. 27:19 -- How many CPA firms permit flexible and remote work?

CPA 40

CPA QuickBooks Tax XERO 40

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE?

Accounting 52

Accounting Accounting QuickBooks XERO 52

Future Firm

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

Outsourced Bookkeeping 98

Outsourced Bookkeeping Bookkeeping Bookkeeping Services QuickBooks 98

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!

XERO 52

XERO CPA QuickBooks Accounting 52

Cloud Accounting Podcast

NOVEMBER 18, 2019

You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you! First, you need some people! You’re Broke! Let them know!

XERO 40

XERO QuickBooks CPA Payroll 40

Cloud Accounting Podcast

JULY 28, 2022

link] Discontinuation of QuickBooks in India [link] Zoho to hire 2,000 people, expand operations in India, abroad [link] 52:06 – Voicemail from Donnie Shimamoto – Thank you! Email from Keith – Thank you!

Microsoft Excel 40

Microsoft Excel Accounting Accounting XERO 40

Outsourced Bookeeping

FEBRUARY 11, 2024

The Future of Bookkeeping for CPAs and Accountants: Navigating a Digital Landscape Technological Advancements in Bookkeeping Bookkeeping is experiencing a transformative shift with the widespread adoption of cloud-based solutions, artificial intelligence (AI), and automation tools.

Outsourced Bookkeeping 59

Outsourced Bookkeeping Bookkeeping Accounting Accounting 59

Cloud Accounting Podcast

JULY 25, 2021

There's more voicemail feedback on the CPA issue, and in app news, Relay Financial releases advanced bill pay, accounting startup Proper raises $9 million to do the books for property managers, and we've got updates from Xero, QuickBooks, Apple, and more!

XERO 40

XERO CPA QuickBooks Payroll 40

Cloud Accounting Podcast

DECEMBER 16, 2021

06:57 – Blake's Takeaways from Almost Inside Digital CPA 08:46 – It’s Time to Get Rid of the IT Department [link] 15:33 – The AICPA's Melancon: ‘The profession that constantly reinvents itself’ | Accounting Today [link] 19:35 – Accounting 4.0: link] Get in Touch Thanks for listening and for the great reviews!

CPA 40

CPA QuickBooks XERO Accounts Payable 40

Cloud Accounting Podcast

JUNE 2, 2019

Sponsor Xero: [link] 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. Dan Wernikoff, the former GM of QuickBooks and TurboTax.)

QuickBooks 40

QuickBooks CPA Bookkeeping Services Bookkeeping 40

Cloud Accounting Podcast

JULY 1, 2019

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? Click here to leave a review on iTunes.

CPA 40

CPA QuickBooks XERO Bookkeeping 40

Cloud Accounting Podcast

JUNE 24, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We've got a plethora of news today, including the reasons behind IMA's concerns about AICPA & NASBAs new accounting curriculum, and why accountants are passing on getting the CPA license.

CPA 40

CPA Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

OCTOBER 18, 2019

Intuit QuickBooks 12:25 – Thanks to Nina Casey for sending in this story, and offering her insights! 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? 13:56 – Has Rich Preece left the Intuit building?

AR / AP 40

AR / AP XERO CPA Deposits 40

Cloud Accounting Podcast

JUNE 11, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Liz Mason, CPA and CEO of High Rock joins the show! We're talking Arizona, today, specifically around the Maricopa County election audits, and we'll hear about some of Liz's insights into her own firms, and her work with Xero.

XERO 40

XERO QuickBooks Accounting Accounting 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. Thank you, Ryan! 62:00 – New Reviews! All this, and much more.

XERO 40

XERO CPA QuickBooks Bookkeeping 40

Cloud Accounting Podcast

FEBRUARY 10, 2021

In app news, lots from Intuit and QuickBooks this week. 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.

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. Maxim Liberty Since 2005, Maxim Liberty has offered flexible and affordable outsourced bookkeeping services for CPA firms in Canada and the United States.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

Cloud Accounting Podcast

MAY 12, 2019

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? |

Tax 40

Tax XERO QuickBooks CPA 40

Cloud Accounting Podcast

JUNE 10, 2019

Sponsor Xero: [link] Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 16:09 -- The Worst-Kept Secret About QuickBooks Online | Forbes — David says that Gene Marks nailed the key point about cloud accounting price increases way back in 2015. 02:29 -- We got another review!

XERO 40

XERO CPA Accounting Accounting 40

Cloud Accounting Podcast

JUNE 12, 2018

Top 10 Accounting Firm IT Survey Surprises — CPA Practice Advisor — An IT survey reports that more than half of midsize and large accounting firms (51%) have outsourced their entire IT infrastructure to the cloud. This is a noticeable increase from 2016, when only 23% had made the jump. HPC is a 100% online accounting firm.

General Ledger 40

General Ledger Payroll XERO CPA 40

Cloud Accounting Podcast

AUGUST 30, 2019

Then, we discuss the seven reasons why Matt Paff dumped MYOB, why tax preparers are so hesitant to raise their rates, and why, if you’re a bookkeeper, the CPA is not your client. We also explore the benefits of help desk software for accounting firms, what the UPS accountant layoffs mean, and why Uber struggles to account for over $6 billion.

Bookkeeping 40

Bookkeeping CPA XERO QuickBooks 40

Cloud Accounting Podcast

JUNE 30, 2021

We've got voicemail about why accountants chose to not take the CPA path. In acquisitions, VISA bought Tink, and in app news, we've got an overview of QuickBooks Online updates for June, and new accounts receivable management features from Wave, Venmo's updated pricing policies, and more! Thank you, Mr. Three Cents, and Carla (sp?)

Tax 40

Tax AR CPA QuickBooks 40

Cloud Accounting Podcast

OCTOBER 22, 2019

Reckon cuts off customers until they buy new licenses | The Sydney Morning Herald 21:36 – QB Desktop Payroll gone come 2020 | Intuit QuickBooks 23:36 – Hubdoc Xeros in on better functionality with new permissions features | Xero Blog 24:33 – Can a Xero change its Stripe?

XERO 40

XERO Accounting Accounting QuickBooks 40

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 40

CPA Bookkeeping XERO QuickBooks 40

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).

CPA 40

CPA QuickBooks Payroll Bookkeeping 40