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By Ivona Crnoja and Nik Sacher. New artificial intelligence technologies are in the process of fundamentally transforming the financial services market. Over the past years especially the financial sector has recognised the economic benefits of artificial intelligence – gaining new insights from existing data to optimise credit decisions and improve financial risk management, automating business processes that previously only worked with manual human intervention and improving the customer
Multitasking is mandatory for community association management groups charged with managing finances and maintaining properties while handling owner issues and communicating with their boards in a timely manner. This vast range of responsibilities can make it easy to lose sight of the ultimate goal: growth. Here are six technology solutions for community association management companies that can create efficiencies by automating and offloading many of those manual tasks, giving managers more tim
Steve's Articles: [link] [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Hey everyone, this is Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson and I'd like to welcome you back to another episode filled with valuable insight from an industry leader. Steve McNally is a CFO, board director and thought leader who joined Mitch to talk about business transformations.
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! Show Notes 01:59 – What’s in a name? Ask Richard Kopelman , CEO of Aprio | Aprio 04:07 – The U.S. can’t seem to tear itself away from using paper checks, but Australia can!
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Whether you have a small business or an established one every business has two things in common, you earn money and you spend it. The job of a bookkeeper is to track your business earnings and expenses. In simple words, bookkeepers ensure that all of your business income, expenses and transactions are recorded in your book and they reconcile your company’s financial accounts every month.
IMA: [link] CMA: [link] Exam Changes: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. A major consideration for accounting and finance professionals today is certification and continuing education related to their jobs and responsibilities.
IMA: [link] CMA: [link] Exam Changes: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. A major consideration for accounting and finance professionals today is certification and continuing education related to their jobs and responsibilities.
2019 has been a banner year for Receipt Bank. Over 350,000 small businesses and 50,000 financial advisors have grown with us as we move out of one decade and into a brand new one. The Receipt Bank blog (now Dext blog!
Most accountants have their own self-assessment horror stories. Each and every client has their own mountain of documents that need to be included in their self-assessment returns, many of which either suddenly appear at once right before the deadline or never end up materialising at all.
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! 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!
Contact Keith: [link] Keith's website: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA’s podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and this is episode 35 of our series. In a moment you will hear Keith Lewis, management accountant and an international speaker share his big picture thoughts on how individuals can utilize best practices and develop the skills needed to set them apart when looking to build their o
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Sponsors Intuit QuickBooks [link] Show Notes 01:25 – Meet the legends! 02:54 – Our guests share their biggest takeaways from QuickBooks Connect 2019 03:04 – For Michelle, it's AAA - apps, automation, and AI 03:28 – For Laura, it's the evolution of advisory 03:47 – Clayton's takeaways included latest iterations of cloud evolution and getting ready for new opportunities 04:54 – Clayton sheds some light on what he's doing now 06:04 – Laura's got her head and her firm in the cloud!
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! 01:41 – The number-one concern for accountants and bookkeepers - the art of pricing 02:44 – Heather provides a different perspective on the definition of value pricing 03:52 – Michelle encounters many accountants who want to double revenue without working on their mindset first 04:23 – Michael shares two key factors to getting value pricing right - self-worth and educ
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet the women behind Next Level Women Leaders - Stacy, Nancy, and Laura! 01:49 – Next Level Women Leaders focuses on helping women align who they are inside with how they appear on the outside 03:09 – Women tend to absorb the stories we're told growing up, along with the cultural expectations when creating their own stories 04:40 – In the accounting world, women have the dual challenges of finding their own value, as a woman, and as an accoun
Sponsors Intuit QuickBooks [link] Show Notes 02:05 – Meet Lee and Mary from Breakwater Accounting and Advisory! 02:48 – Meet Rhondalynn, author of " Pricing Value " 03:50 – Rhondalynn speaks to some of the challenges when it comes to adopting a value-pricing model 05:19 – How can you do value pricing if you never talk about value? 06:21 – Breakwater's challenge in moving to value pricing - really understanding the true value of the services they provide 08:31 – Another challenge for Breakwater
Speaker: Jason Chester, Director, Product Management
In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.
2020 is not just a new year – it’s a new decade. Here are the top accounting trends set to shape 2020 and beyond, according to our financial fortune-tellers. In the last decade alone, the industry has evolved beyond recognition.
Dext’s partner community, Orange Select, recently hosted another discussion with our global partners. Topics ranged from cloud advocacy and paperwork submissions to how to get the most out of Dext (former Receipt Bank)’s features.
Brian Kush: [link] Top 10 Books for Accountants: [link] Intend2Lead: www.intend2lead.com FULL EPISODE TRANSCRIPT Adam : (00:00) This is episode 34 of Count me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and I'd like to welcome you back for another great perspective on the skills needed to succeed in today's accounting industry.
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Claudell is so far beyond MIA, we couldn't even say her name right! 01:05 – Who needs Claudell, when you have a real LIVE QuickBooks Live bookkeeper to talk with? Meet Pam Bingham! 01:30 – David's got a gazillion questions! 02:54 – Pam shares what it's like to be a QuickBooks Live bookkeeper 03:30 – Job-in-a-box - QuickBooks Live provides its bookkeepers with everything they need to start - from equipment to training 04:48 – The main focu
The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.
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! Show Notes 00:14 – We made the list ! Congratulations to fellow accounting professionals and former guests, such as Dawn Brolin , Roman Kepczyk , Ariege Misherghi , and Donny Shimamoto , a
Sponsors Intuit QuickBooks [link] Show Notes 01:20 – Meet Ted! 02:59 – Ted talks about Intuit's impetus behind moving into the service game 03:28 – Confidence is key! Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help 04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services are very different 06:04 – QuickBooks Live is only available, currently, in the U.S., and all Live bookkeepers reside in the U.S. 07:03 – T
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet Ariege! 02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce 03:18 – How is Intuit helping small businesses succeed? Mainly through automation and a high level of quality 04:19 – Fear is not an option - with the obvious shortage of accountants, the only way to effectively help clients is with automation 05:38 – Ariege explains why the new QuickBooks feature, the Optimization
Sponsors Intuit QuickBooks [link] Show Notes 01:35 – Let's meet The Canadians! (Well, three of them, anyway …) 03:41 – Canada's no longer last in the lunch line with the increasing focus on QuickBooks Online 04:50 – Scott and Brad pontificate on the new QBO statement-importing feature 06:27 – How do Canadians approach cloud accounting, and all the innovation that comes along with it?
Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.
Contact Robert: [link] The Investors Network Podcast: www.theinvestorspodcast.com IMA Life-Robert Leonard: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) This is Count Me In , IMA's podcast about all things affecting the accounting and finance world. I am Mitch Roshong and I'd like to welcome you back for episode 32 with corporate finance manager Robert Leonard.
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! Show Notes 01:27 – Things to do in Tucson at 4:30 in the morning when your puppy has to go potty – listen to podcasts from former guests , like Scott Orn, of course!
Sponsors Bill.com [link] Teampay [link] Show Notes 02:09 – Meet Kelly! 03:05 – Kelly talks true crime | WGN Radio 07:21 – It takes a balance - you need the 'yes' people and the naysayers to keep you from making crappy decisions 08:36 – The first step to changing your firm's culture - you've gotta know you have a problem! 10:21 – Speaking of problems, we talk about the melee surrounding audit watchdog, PCAOB, and KPMG | WSJ 10:52 – We humans tend to take a one-dimensional viewpoint when it co
Sponsors Bill.com [link] Teampay [link] Show Notes 01:08 – Meet Mariana! 01:46 – What's a lawyer doing at an accounting conference? 04:22 – Mariana takes us to school on HIPAA 06:38 – Why should accountants and bookkeepers care about HIPAA? 06:58 – There are three types of entities that fall under HIPAA protection - healthcare providers, plans, or clearinghouses 08:19 – Any accounting system that contains names and addresses of patients must comply with HIPAA Privacy and Security rules 10:09 –
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
Sponsors Bill.com [link] Teampay [link] Show Notes 03:38 – Angelo defines 'family office' 04:19 – Definitely not small potatoes! 'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars 06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks 07:16 – An effective virtual family office utilizes outsourcing and the newest and most efficient technologies to seamlessly manage the fa
Sponsors Bill.com [link] Teampay [link] Show Notes 01:39 – Laura outlines her career path from school to VP of Finance 02:30 – Laura liked using the Sage Intacct product so much at a former company that she wanted to become part of Sage Intacct 04:25 – What's the difference between accounting and finance departments? 05:22 – Laura's excited to work on the tools that will help 'eliminate' the month-end close 06:15 – Laura talks about what CFO 3.0 means for her and her team 06:52 – You really ha
Sponsors Bill.com [link] Teampay [link] Show Notes 01:10 – What does David Appel do, precisely? 02:15 – If accounting happens in Vegas, does it have to stay in Vegas? 03:28 – Repetition is key to creating job satisfaction, personal validation, and economic value for your clients 05:30 – It's not about billable hours and recurring revenue, it's about creating the most economic value for not only your clients, but as many people as possible 09:19 – David A. gives some examples of successful subs
Contact Monisha: [link] Sparkbox Group: www.sparkboxgrp.com FULL EPISODE TRANSCRIPT Adam: (00:05) Hey everyone. Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Thanks for joining us today. I'm Adam Larson and this is episode 31 of count me in for today's episode. We're going to hear Mitchell's conversation with Monisha de Quadros, a former CFO in both the public and nonprofit sector and now founder of her own outsource CFO firm.
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
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