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Happy Holidays from Acton Accounting and Bookkeeping Inc. Wishing you a joyous and safe holiday season, and a happy New Year 2020! We would like to inform our clients that our office will be closed on December 24, December 25, December 30, and December 31, 2019, as well as January 1, 2020. If you require our services for filing your 2019 T1 personal tax returns in the spring, please remember to forward your documents and/or book your appointment with us ASAP.
An accountant and a tax advisor both serve specific financial requirements and they are certainly not the same. You need to choose one of them based on your financial requirements. Each of them has different roles to play to ensure efficient personal and corporate financial management. Tax Advisor vs Accountant – Understand the Differences In order to make the selection, you must know the primary difference between a tax advisor and an accountant and their work.
Contact Fatima: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Hey everyone. Welcome back for episode 30 of Count Me In. I'm your host, Adam Larson and our featured expert guests for today's conversation is Fatima Mamod. Fatima is a chartered accountant, entrepreneur and a business coach from Johannesburg, South Africa who joined Mitch for a conversation on what she calls the business savvy accountant.
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 00:32 – See Brad. Be like Brad.
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.
Last week, Amazon announced the end of the reserved instance, commonly known as the “RI”, with the announcement of their new replacement, “ AWS Savings Plans ”. Amazon has been dropping hints for a while that they were heading in this direction, in particular their September announcement stating that all instance type limits would now be based on vCPUs, a move which laid the groundwork behind the scenes for savings plans and most likely a whole lot more that we have yet to see.
Early on, Andrea Clarke made the art of communication her career. After reporting major news spanning the US Presidential Election, Hurricane Katrina and the Virginia Tech campus shooting from Washington DC, Andrea moved into the international non-profit arena in 2008.
Connect with Laura: [link] [link] [link] Software: [link] [link] [link] 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. I'm your host, Adam Larson. And today we're going to hear episode 29 of our series. Our featured expert guests for today is Laura Landmark, who spoke to Mitch from Norway about business performance management for a concept that everyone may not be too familiar with.
Connect with Laura: [link] [link] [link] Software: [link] [link] [link] 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. I'm your host, Adam Larson. And today we're going to hear episode 29 of our series. Our featured expert guests for today is Laura Landmark, who spoke to Mitch from Norway about business performance management for a concept that everyone may not be too familiar with.
Sponsors Bill.com: [link] Teampay: [link] Show Notes 01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose! 01:29 – Bright lights, big city, and one CAP listener in the live audience! 02:07 – How does DonorsChoose work? 03:22 – Because they work with such a mind-boggling number of funds, DonorsChoose uses Sage Intacct to help them track the money 04:51 – Before Intacct, DonorsChoose did things the old-fashioned way - manual entry 07:01 – Alliah attends
FULL EPISODE TRANSCRIPT Mitch: (00:05) Hey everybody. Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. This is your host Mitch Roshong. Thank you for joining us again today. You're about to hear the third bonus episode of our IMA focused mini series within Count Me In. We're going to listen to Adam speak with IMA CFO and senior vice president of operations, Doreen Remmen.
Sponsors Bill.com: [link] Teampay: [link] Show Notes 01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group 01:23 – Meet Kevin Cumley, director of the Sage Intacct Accountants Program 01:40 – What really is 'mid-market'? 04:34 – Doing cloud before cloud was a thing - Sage Intacct began as a cloud firm some 20 years back! 05:02 – Sage Intacct helps firms deliver outsourced accounting and financial services to their clients 06:44 – What separates Intacct from other players in the fie
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 02:47 – Building stronger relationships?
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.
George Azih bio: [link] Contact George: [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson. And for this week's episode, Mitch spoke with the CEO and founder of Lease Query George Azih. This conversation focused on ASC842 and how lease accounting software can help businesses enhance their processes when complying with the new lease standards.
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 00:45 – Meet Valerie! 01:44 – Meet David!
If your business depends on AWS cloud services, you’re probably familiar with the experience of having unexpected, hidden charges crop up on your monthly invoice. At times, the AWS cost structure can be quite opaque, making it difficult to accurately gauge in advance the costs of hosting a given application. One of the most common sources of unanticipated AWS charges is the service’s data transfer fees.
Contact Fatema: LinkedIn - [link] Fatema's Blog: [link] Fatema's Articles: [link] [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson. And this week's episode, Mitch was joined by Fatema El-Zahraa El-Wakeel to talk about agile project management methodology.
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.
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'm Adam Larson and today we're going to listen to Mitch speak with Indra Moeljadi from Switzerland about the evolving role of a finance business partner. In their conversation Indra talks about business partnering technology in analytics, strategic decision making and storytelling.
Sponsors Right Networks: [link] Show Notes 00:17 – Meet Cash Flow Mike! 00:36 – Cash flow is king - It's how businesses keep their doors open 01:26 – Mike teaches banks effective methods for communicating with small-biz owners 01:50 – Mike teaches from the standpoint of necessary advising, instead of trusted advising 03:41 – Want to add advisory to your practice?
Contact Khaled: LinkedIn - [link] Blog: Getting started in #PowerBI for #Finance and #Accounting Unleashed | Beast BI - [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm Mitch Roshong and in today's episode we'll hear Adam Larson talk with global finance data and tech leader Khaled Chowdhury as they discuss finance culture transformation.
Sponsors Right Networks: [link] Show Notes 00:40 – Welcome Jose and Tony! 01:13 – Tony explains the Latino Tax Professionals Association’s mission 02:37 – The fast-growing Latinx small-business market is largely underserved in the U.S. 04:59 – Uncle Sam wants you - even if you're an illegal immigrant - to pay your taxes 05:32 – There's a delicate balancing act of compliance with the IRS, or the government 06:31 – Jose tells undocumented clients that filing a return is an imperative step in be
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.
Show Notes Handles and Hashtags for Contes t Twitter: @CloudAcctPod Facebook: @CloudAccountingPodcast LinkedIn: @CloudAccountingPodcast Official QuickBooks Connect hashtag: #QBConnect Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.
Last week, Amazon announced the end of the reserved instance, commonly known as the “RI”, with the announcement of their new replacement, “ AWS Savings Plans ”. Amazon has been dropping hints for a while that they were heading in this direction, in particular their September announcement stating that all instance type limits would now be based on vCPUs, a move which laid the groundwork behind the scenes for savings plans and most likely a whole lot more that we have yet to see.
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 01:17 – Acuity - firm of the future today - operating almost completely with a remote workforce!
Sponsors Bill.com [link] Teampay [link] Show Notes 01:07 – Meet our guests! 01:48 – Aaron talks about what's on the horizon for Sage , including the launch of Intelligent GL | Sage 02:32 – Intelligent GL uses AI to provide continuous trust, and continuous insights that help customers make better business decisions 03:13 – Blasphemy! How dare you try to take away our close.
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
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