AP Association

JUNE 14, 2019

If you’ve recently lost your job , or are looking for a new role, and you have finally been able to get an interview at a great company, in the accounts payable department, and now it is time to prepare yourself. Preparation really is the key to success, especially when it comes to interviews. If you have some pre-thought out answers up your sleeve, you won’t feel put on-the-spot when a difficult question comes up.

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Sage Intacct

JUNE 25, 2019

I recently led a best practices webinar on ASC 606. Our panel of ASC 606 experts shared fantastic insights that would benefit growing subscription and SaaS companies who haven’t yet tackled or are still struggling to comply with the accounting, financial reporting, and revenue recognition from ASC 606. Let me introduce the panelists and share a few of the fantastic insights from the discussion.

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Dext

JUNE 18, 2019

Ready for what’s new in Receipt Bank? This month, we brought the full power of Match and Missing Paperwork for Sage users, released Bank Accounts and made the look and feel of line items just that little bit better.

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Accounting Accounting 52

Billah and Associates

JUNE 17, 2019

Should you Hire a Bookkeeper or Accountant? Owning a huge enterprise and running it smoothly are two completely different concepts. Even if you are lucky enough to have a huge amount of capital and plenty of loyal customers, you would not be able to take it forward without efficient bookkeeping skills. 5 Top Advantages of Using Bookkeeping Service for Business Bookkeeping is an inseparable part of a business and every entrepreneur should be aware of it.

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Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But if you’re aiming for the summit, the air gets thinner, and what got you here won’t be enough to get you to the top. 🗻 What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level. The higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

Accounting

MediRevv

JUNE 12, 2019

Imagine if your patients were armed with all the tools and resources they needed to make informed decisions on their healthcare choices and billing options. The focus on surprise medical bills and patient loyalty has been in the news recently, along with how high-deductible health policies are linked to delayed diagnosis and treatment.

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Billing 52

Cloud Accounting Podcast

JUNE 30, 2019

Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Show Notes 00:53 - Welcome to the Cloud Accounting Podcast! 01:49 - What made you want to join Xero? 02:38 - Tony's background in software 02:55 - How do you respond to the observation that another non-American is taking over for Xero Americas? 03:31 - You think you have a long commute? Try Sydney to Denver!

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IMA's Count Me

JUNE 24, 2019

Contact Dan Smith: [link] [link] Dan's Work: [link] Visit Dan Smith's work on Github: [link] #datapossible FULL EPISODE TRANSCRIPT Adam : (00:03) Hey everybody! Welcome to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm Adam Larson here with Mitch Roshong. And this week we covered the topic of data analytics and emerging technologies in accounting and finance.

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CloudZero

JUNE 20, 2019

These days, a major part of most IT budgets is the cloud bill. But unlike server-bound infrastructure budgeting, cloud bills can be unpredictable and highly variable from month to month. However, if organizations embrace cloud cost optimization to regulate cloud bills and avoid surprises, they’ll find themselves with considerable found money that can be reinvested into other areas.

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Dext

JUNE 10, 2019

Next month, Scaling New Heights (SNH) is set to arrive in Salt Lake City, Utah. This four-day conference is the best in the business for accountants and bookkeepers wanting to sharpen up their skills and get more from their life and practice. This year’s theme is the Transformative Advisor.

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Cloud Accounting Podcast

JUNE 26, 2019

Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Show Notes Coming Soon! Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

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QuickBooks Tax Accounting Accounting 40

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

Cloud Accounting Podcast

JUNE 21, 2019

Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 01:40 - David observes folks are starting to get upset with “fetching” because it’s becoming an uncontrolled process … “it’s easier to build a stable process to get paper bank statements then manually scan them” 04:25 - Blake fills in David on Day 1 of Xerocon 06:18 - Xero announces smarter tools to help accountants and bookkeepers manage their digital practice — Including T

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Cloud Accounting Podcast

JUNE 19, 2019

Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 02:08 - Woodard Network is rebranded to Woodard Alliance 02:55 - Right Networks turns QuickBooks Desktop to 'Always On' | Accounting Today 06:45 - David's observation at SNH19: The vast majority of accountants/bookkeepers are turning away business 08:18 - David's observation at SNH19: Many ProAdvisors have not yet heard about QuickBooks Live 09:24 - QBO keynote highlights: B

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CloudZero

JUNE 18, 2019

The typical AWS bill, otherwise known as the AWS Cost and Usage Report , includes line items that are useful to both finance and DevOps. However, many of the metrics that are within engineers’ and cloud architects’ control aren’t so simple to discover. To make cost a first-class operational metric for DevOps, teams need visibility into the data that’s relevant to engineering activity.

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Billing 40

IMA's Count Me

JUNE 17, 2019

Andy's Finance Training Website: [link] Contact Andy Burrows: [link] FULL EPISODE TRANSCRIPT Adam: (00:03) Welcome back for another episode of count me in Adam Larson here along with my cohost Mitch Roshong. As we look to cover all things affecting the accounting and finance world, our topic for today is highly relevant. We had a great speaker, join us from the K and talk to you, Mitch, about strategic business innovation.

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Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

Accounting

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. 11:36 — CPA numbers have stagnated according to NASBA data 12:56 — How much is the CPA Exam worth in 2019?

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Cloud Accounting Podcast

JUNE 15, 2019

Sponsor BQE Software: [link] Show Notes Click here to download the slides from the Facebook Live event. 00:58 - Welcome to the Cloud Accounting Podcast! 02:04 - Background on Shafat Qazi and BQE Software 13:11 - Background on BQE Core 25:25 - Live demo of BQE Core 34:31 - Demo of BQE Business Intelligence 44:23 - Demo of Core Intelligence 56:21 - Visit BQE and see Core Intelligence in action at Booth 64 at Scaling New Heights 57:48 - Learn more about BQE Core at bqe.com Connect with Shafat Twitt

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Cloud Accounting Podcast

JUNE 13, 2019

Sponsor FloQast: [link] Show Notes This episode is sponsored by FloQast. Closing the books is a manual, error-prone, and time-consuming process. There has to be a better way than Outlook emails, Excel checklists, and endless status update meetings. FloQast was built by accountants for accountants to help them close faster and more accurately. The bottom line: Teams relying on FloQast on average close three days faster.

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CloudZero

JUNE 13, 2019

Recent headlines surrounding big-name IPOs, such as that of Slack and Lyft , have highlighted the very real costs of operating in the cloud. Companies like these are on the hook to pay AWS and other public cloud vendors tens or hundreds of millions of dollars every year, just to run their services.

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Advertiser: Paycor

Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.

Cloud Accounting Podcast

JUNE 12, 2019

Sponsor Elefant: [link] Show Notes 00:24 - About Clint's firm Smart Business Concepts 01:50 - What's your tech stack? 04:16 - On premises versus cloud for manufacturing 05:45 - What were you doing before owning your own firm? 06:20 - Do your employees work remotely? 07:35 - Clint is hiring! 08:23 - What was your big takeaway from last year's Accounting Salon?

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Cloud Accounting Podcast

JUNE 11, 2019

Sponsor CPA.com: [link] Show Notes 00:16 - Welcome to the Cloud Accounting Podcast! 01:02 - Correction: Gappify is true automation (not fake bots) 03:09 - Jotham's background in the Big Four and then SOX compliance consulting 04:06 - What is Gappify Alan and what does it do? 07:13 - How does Alan work behind the scenes? 11:00 - The value proposition of Gappify for a midsize company 13:16 - About Gappify, including their participation in the AICPA startup accelerator 16:48 - Live demo of Gappify

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CloudZero

JUNE 11, 2019

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IMA's Count Me

JUNE 10, 2019

Contact Dr. Sean Stein Smith: [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back Count Me In. I'm your host, Adam Larson joined as always by my cohost Mitch Roshong. Today we have another episode about the captivating topic of blockchain and who better to listen to about this topic than Dr. Sean Stein Smith. Mitch, you talked to Sean. How did the conversation go?

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Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives

Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri

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 ! 02:29 -- We got another review! Click here to leave a review on iTunes. 03:25 -- Canopy releases professional tax prep software | Accounting Today — Practice management software developer Canopy announced general availability Tuesday of Tax Prep, its professional tax preparation software. 08:10 -- Poll: What Percentage of your Firm’s Revenue Comes From Advisory Services?

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Cloud Accounting Podcast

JUNE 4, 2019

Sponsor Elefant: [link] Show Notes 00:48 - Why start your own accounting conference? 01:47 - What is an "Accounting Salon"? 02:47 - What makes the Accounting Salon different 04:08 - Agenda for 2019 06:04 - How to nominate yourself (or another) to be invited next year 07:01 - Thank you to this year's sponsors! 07:38 - Visit AccountingSalon.com for more information Get in Touch Thanks for listening!

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IMA's Count Me

JUNE 3, 2019

FULL EPISODE TRANSCRIPT Mitch : (00:03) Welcome to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I am Mitch Roshong and with me, as always is my cohost Adam Larson. The topic of this week's episode is the deceptive allure of emerging technologies. Adam, can you tell us a little bit more about this? Adam : (00:17) Sure can Mitch!

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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. 06:56 -- Sholto Macpherson asks, is QuickBooks Live a "Watershed moment or BAU?

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Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.