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Show Notes
01:38 - Elon Musk says he will pay over $11 billion in taxes this year
https://www.cnbc.com/2021/12/20/elon-musk-says-he-will-pay-over-11-billion-in-taxes-this-year.html
03:49 - Earmark (the Apple version) Lives!
05:18 - Just how does Earmark CPE work?
10:22 - CPA Exam Stats
14:52 - 150 hours required for non-CPA partner in CPA firm
17:54 - In re QuickBooks Desktop
25:07 - Relationships with clients - Greg Bayramian
29:22 - Blake’s take on handling client communications
35:25 - Trump Fraud Inquiry’s Focus: Did He Mislead His Own Accountants? - The New York Times
https://www.nytimes.com/2021/12/14/nyregion/trump-fraud-inquiry.html?searchResultPosition=1
36:00 - Our initial discussion of the Trump fraud inquiry in Episode 235
https://www.cloudaccountingpodcast.com/235
40:37 - Thieves Nab $100M in Pandemic Relief Funds - CFO
https://www.cfo.com/fraud/2021/12/thieves-nab-100m-in-pandemic-relief-funds/
Criminals have stolen nearly $100 billion in Covid relief funds, Secret Service says
https://www.cnbc.com/2021/12/21/criminals-have-stolen-nearly-100-billion-in-covid-relief-funds-secret-service.html
White House downplays Secret Service estimate of COVID fraud
https://apnews.com/article/coronavirus-pandemic-business-health-jen-psaki-small-business-b41e0ac90640a943e5c664e3a1781ee5
45:24 - Comparing pandemic shrink to retail shrink
46:16 - IRS seized $3.5 billion in cryptocurrency this past year, agency says
https://www.nbcnews.com/tech/security/irs-seized-35-billion-cryptocurrency-year-agency-says-rcna6157
48:12 - Sage to acquire cloud-based retail management system | Accounting Today
https://www.accountingtoday.com/news/sage-to-acquire-cloud-based-retail-management-system
Sage to acquire Brightpearl
https://www.globenewswire.com/news-release/2021/12/21/2356173/0/en/Sage-to-acquire-Brightpearl.html
Sage snaps up retail management company Brightpearl for £225 million
https://www.techradar.com/news/sage-snaps-up-retail-management-company-brightpearl-for-pound225-million
49:55 - Xero to acquire Canadian tax software provider, TaxCycle | Xero Blog
https://www.xero.com/blog/2021/12/xero-to-acquire-taxcycle/
Xero (ASX:XRO) snaps up TaxCycle on $75.7m spree
https://www.finnewsnetwork.com.au/archives/finance_news_network350595.html
Xero to acquire Canadian tax software provider, TaxCycle
https://www.xero.com/blog/2021/12/xero-to-acquire-taxcycle/
52:48 - Tax Change Hits Payment Apps - CPA Trendlines
https://cpatrendlines.com/2021/12/21/tax-change-hits-payment-apps/
55:42 - Ekos raises $21 million Series B to digitally connect the craft supply chain
https://www.goekos.com/blog/ekos-raises-21-million-series-b-to-digitally-connect-the-craft-supply-chain/
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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
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Oh My Fraud: A True Crime Podcast for Accountants:
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Show Notes
01:18 – David’s early Christmas present - interns!
04:03 – Blake’s early Christmas present – Earmark is almost live!
04:55 – Some Kronos Customers Face Payroll, Scheduling Disruptions From Hack – CFO
https://www.cfo.com/cyber-security-technology/2021/12/firms-face-disruption-from-kronos-hack/
Cyberattack on Payroll Provider Sets Off Scramble Ahead of Holidays
https://www.wsj.com/articles/cyberattack-on-payroll-provider-sets-off-scramble-ahead-of-holidays-11639778286?mod=flipboard
06:04 – Kronos Warns Cyberattack May Knock HR Software Offline for Weeks
https://www.bloomberg.com/news/articles/2021-12-14/kronos-warns-cyberattack-may-knock-hr-software-offline-for-weeks
06:23 – Communications sent to impacted Kronos Private Cloud (KPC) customers beginning December, 13 at 12:45AM ET
https://community.kronos.com/s/feed/0D54M00004wJKHiSAO?language=en_US
More Kronos reading:
Payroll Service Kronos Offline After Ransomware Attack
https://www.pymnts.com/cybersecurity/2021/payroll-service-kronos-offline-after-ransomware-attack/
Kronos Security
https://www.kronos.com/security?utm_source=pocket_mylist
Jonathan Feldman Tweet
https://twitter.com/_jfeldman/status/1470372667236618240
12:27 – Update on Hubdoc fetch
https://www.xero.com/blog/2021/12/hubdoc-importing-docs-changing/
16:08 – H&R Block is suing Block, formerly Square, over its new name
https://www.theverge.com/2021/12/17/22841182/square-block-hr-block-trademark-lawsuit-jack-dorsey
H&R Block sues Square to drop the name 'Block' | PaymentsSource | Accounting Today
https://www.accountingtoday.com/payments/news/h-r-block-sues-square-to-drop-the-name-block
22:07 – Just 30% of SMBs Have Taken Steps to Automate AP | PYMNTS.com
https://www.pymnts.com/news/b2b-payments/2021/30-percent-smbs-automate-ap-processes/
22:53 – Even Same-Day ACH Too Slow for Consumers as Instant Payouts Rewrite the Rules
https://www.pymnts.com/news/faster-payments/2021/same-day-ach-too-slow-consumers-instant-payouts-rewrite-rules/
23:33 – Jan Roberg Tweet
https://twitter.com/RobergTax/status/1470811448133795852
Intuit is going after your staff for TurboTax Live
https://twitter.com/davidleary/status/1471085593794805761?s=20
27:37 – Intuit’s culture of positivity and inclusion enables tax and bookkeeping experts to help consumers and small businesses in navigating stressful financial decisions
https://www.efinancialcareers.com/news/2021/12/intuits-culture-of-positivity-and-inclusion-enables-tax-and-bookkeeping-experts-to-help-consumers-and-small-businesses-in-navigating-stressful-financial-decisions-sc
30:09 – No time off policy
https://twitter.com/brianwolfe6/status/1466030268230348807?s=12
33:08 – FloQast opens entertainment studio, teases upcoming accountant comedy series | Accounting Today
https://www.accountingtoday.com/news/floqast-opens-entertainment-studio-teases-upcoming-accountant-comedy-series
38:27 – At tech company Expensify, workers vote on each other's pay raises
https://www.cbsnews.com/news/expensify-employee-wages-vote-raises/
44:50 – DiviPay Gets $20M in Series A Round
https://www.pymnts.com/news/investment-tracker/2021/divipay-gets-20m-in-series-a-round/
45:48 – OakNorth deepens support for SMEs with its first acquisition – and says there will be more
https://www.oaknorth.co.uk/oaknorth-in-the-news/oaknorth-deepens-support-for-smes-with-its-first-acquisition-and-says-there-will-be-more/
46:21 – Affirm spinout Resolve raises $25M in Insight Partners-led round to grow B2B buy now, pay later offering
https://techcrunch.com/2021/12/09/affirm-spinout-resolve-raises-25m-in-insight-partners-led-round-to-grow-b2b-buy-now-pay-later-offering/
46:51 – Built Technologies Debuts Built Pay Digital Payment Solution
https://www.pymnts.com/news/b2b-pa...
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Show Notes
00:52 – Blake’s got a new Mac!
02:27 – David’s Bank-Feed Debacle
05:58 – The Threshold of Hell – Watching National Lampoon’s Christmas Vacation?
06:57 – Blake's Takeaways from Almost Inside Digital CPA
08:46 – It’s Time to Get Rid of the IT Department
https://www.wsj.com/articles/get-rid-of-the-it-department-11637605133
15:33 – The AICPA's Melancon: ‘The profession that constantly reinvents itself’ | Accounting Today
https://www.accountingtoday.com/list/the-aicpas-melancon-the-profession-that-constantly-reinvents-itself
19:35 – Accounting 4.0: Don’t become Blockbuster Video
https://www.accountingtoday.com/opinion/accounting-industry-4-0-is-happening-dont-become-blockbuster-video
22:45 – Are You Under-Pricing Your Client Accounting Services? - CPA Trendlines
https://cpatrendlines.com/2021/10/21/are-you-under-pricing-your-client-accounting-services/
29:49 – Voices Art of Accounting: Timesheet dispute redux | Accounting Today
https://www.accountingtoday.com/opinion/art-of-accounting-timesheet-dispute-redux
30:35 – A Timesheet Debate & Why Work Takes So Long
https://podcast.earmarkcpe.com/episodes/the-great-timesheet-debate-with-ed-mendlowitz
33:05 – Blake’s Timesheet Use Case
35:35 – What Is a “Reasonable” Number of Work Hours? - CPA Trendlines
https://cpatrendlines.com/2021/10/11/what-is-a-reasonable-number-of-work-hours/
38:39 – New QuickBooks research reveals the impact of late payments on mid-sized businesses
https://quickbooks.intuit.com/r/growing-complex-businesses/midsize-payments-research/
44:08 – Majority of Mid-Sized Businesses Outgrow Technology or Overpay for Unused Features
https://investors.intuit.com/news/news-details/2021/Majority-of-Mid-Sized-Businesses-Outgrow-Technology-or-Overpay-for-Unused-Features/default.aspx
46:00 – Here’s How You Zoomed Over the Past Year - Zoom Blog
https://blog.zoom.us/how-you-zoomed-over-the-past-year-2021/
51:07 – H&R Block names Xero a preferred solution provider
https://www.accountingtoday.com/news/h-r-block-names-xero-a-preferred-solution-provider
51:22 – Twitter comment from Zachary Owen, re: H&R Block
https://twitter.com/ZachJOwen/status/1469429680348479491
52:37 – Canopy raises $35M in latest funding round | Accounting Today
https://www.accountingtoday.com/news/canopy-raises-35m-in-latest-funding-round
Canopy’s Accounting Practice Revolution Receives $35M Injection
https://aithority.com/it-and-devops/cloud/canopys-accounting-practice-revolution-receives-35m-injection/
53:51 – Intuit QuickBooks Canada and Dataswitcher join forces to automate conversion to a cloud-based accounting solution
http://www.canadian-accountant.com/content/partner-posts/intuit-quickbooks-canada-and-dataswitcher-join-forces
54:22 – Oracle Gains After Sales Top Estimates on Cloud Performance
https://news.yahoo.com/oracle-gains-sales-top-estimates-215221263.html
54:48 – FreshBooks, Sensibill Bolster Small Business Expense Management
https://www.pymnts.com/smbs/2021/freshbooks-sensibill-bolster-small-business-expense-management/
54:58 – Kabbage® from American Express Launches Kabbage Funding™ to Help Simplify Funding for U.S. Small Businesses
https://www.businesswire.com/news/home/20211208005617/en/Kabbage%C2%AE-from-American-Express-Launches-Kabbage-Funding%E2%84%A2-to-Help-Simplify-Funding-for-U.S.-Small-Businetransactions
55:16 – Accounts payable automation startup Tipalti raises $270M, quadruples valuation to $8.3B
https://techcrunch.com/2021/12/08/accounts-payable-automation-startup-tipalti-raises-270m-quadruples-valuation-to-8-3b/
55:35 – CPA funding portal expands with loan-financing option for small biz clients | Accounting Today
https://www.accountingtoday.com/news/cpa-funding-portal-expands-with-loan-financing-option-for-small-biz-clients
57:29 – Facebook Message from Cathy Volk – Thank you!
https://business.facebook.com/CloudAccountingPodcast/inbox/
Get in Touch
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Show Notes
01:50 – NASBA stops giving universities info on CPA Exam performance | Accounting Today
https://www.accountingtoday.com/news/nasba-stops-giving-universities-info-on-cpa-exam-performance
02:57 – How to Prepare Students Now for the CPA Evolution
https://www.accountingweb.com/technology/how-to-prepare-students-now-for-the-cpa-evolution
05:57 – I finished my accounting degree, but the entry level pay is too low.
https://www.reddit.com/r/Accounting/comments/r9fekz/i_finished_my_accounting_degree_but_the_entry/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
07:58 – Grant Thornton adds benefits to entice and retain employees
https://www.accountingtoday.com/news/grant-thornton-adds-benefits-to-entice-and-retain-employees
12:50 – A 4,000-year-old tale of trade and contraband I Curator's Corner – YouTube
https://www.youtube.com/watch?v=bQIBf7eeXG8
15:38 – TikToks on how to use Excel spreadsheets are getting billions of views and building one of the best communities on the platform
https://www.yahoo.com/news/tiktoks-excel-spreadsheets-getting-billions-170843117.html
19:29 – Disgruntled HR executive trashed personnel files and deleted 17,000 resumes after being fired — now faces up to 15 years in prison – MarketWatch
https://www.marketwatch.com/story/ex-hr-exec-convicted-of-trashing-companys-personnel-records-and-deleting-17-000-resumes-after-being-fired-11629230357
21:45 – New Data Finally Shows Why People Are Quitting Their Jobs. It's Definitely Not Because They're Lazy
https://www.inc.com/bill-murphy-jr/new-data-finally-shows-why-people-are-quitting-their-jobs-its-definitely-not-because-theyre-lazy.html
25:03 – Thomson Reuters makes plans for new products | Accounting Today
https://www.accountingtoday.com/news/thomson-reuters-makes-plans-for-new-products
29:14 –Square Inc. is Now Block; Brand to Remain
https://www.pymnts.com/news/merchant-innovation/2021/square-inc-is-now-block-brand-to-remain/
29:24 – SCOTT GALLOWAY: Jack Dorsey has finally stepped down — and a new era of 'superapps' is dawning
https://www.businessinsider.com/scott-galloway-jack-dorsey-resignation-new-era-superapps-dawning-2021-12
31:26 – Intuit updates tax prep tools | Accounting Today
https://www.accountingtoday.com/news/intuit-updates-tax-prep-tools
32:46 – Let a Tax Expert Do Your Taxes for You With TurboTax Live Full Service!
https://blog.turbotax.intuit.com/turbotax-news/let-a-tax-expert-do-your-taxes-for-you-with-turbotax-live-full-service-50467/
35:25 – NoCode Development
https://www.liveca.ca/nocode-development
37:50 – H&R Block Selects Xero as Cloud Accounting Solution Provider for Assisted Bookkeeping
https://www.crowdfundinsider.com/2021/12/183701-hr-block-selects-xero-as-cloud-accounting-solution-provider-for-assisted-bookkeeping/
39:00 – Latest product news – December 2021 | Xero Blog
https://www.xero.com/blog/2021/12/product-news-dec-2021/
43:08 – Microsoft Teams Essentials is a new standalone version for small businesses
https://www.theverge.com/2021/12/1/22811605/microsoft-teams-essentials-price-features-availability
44:03 – Apple Introduces Business Essentials
https://smallbiztrends.com/2021/11/apple-introduces-business-essentials.html
45:20 – Apple introduces device management solution aimed at small business
https://techcrunch.com/2021/11/10/apple-introduces-device-management-solution-aimed-at-small-business/
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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
Need Accounting Conference In...
Meet Our Guest:
Megan Walker, CPA - Vice President of Accounting and Finance at Oxford Corporate
https://www.linkedin.com/in/megan-walker-cpa-39843973/
Learn more about Oxford Collection:
https://www.oxfordcollection.com/
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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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
Need Accounting Conference Info?
Check out our new website - accountingconferences.com
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Show Notes
0:07 – Happy After Thanksgiving! We have so much to be thankful for!
1:21 – Listener Mail – Are we really “anti-Desktop”? Thank you for your feedback, Peg!
1:48 – Defending Anti-Desktopness
5:35 – Is the Customer Really Always Right?
6:31 – Listener Mail – How the Feed the Pig campaign keeps the younger generation from becoming CPAs. Thanks, Eric!
7:27 – Tips for Promoting the Feed the Pig Savings Message
https://us.aicpa.org/volunteer/financialliteracyresourcecenter/ftp-tipsforpromoting
8:37 – The Subreddit – r/Accounting
https://www.reddit.com/r/Accounting/
9:44 – More on Theoretical v. Practical Training
13:15 – Listener Mail – A Professor's Take on Real-World Experience. Thank you, Jennifer!
13:49 – Tweet from Jennifer Johnson, CPA
https://twitter.com/JENJOHNSONCPA/status/1464604351985561617
15:20 – Why Not Work AT School?
17:51 – Director of Finance - Amulet Estate Winery
https://www.winebusiness.com/classifieds/winejobs/?go=listing&listingid=218327
18:38 – Assistant Controller - ODELL BREWING COMPANY
https://www.brewbound.com/jobs/57212-Assistant-Controller-Odell-Brewing-Company
21:05 – Accountants press IRS for faster refunds and responses | Accounting Today
https://www.accountingtoday.com/news/accountants-press-irs-for-faster-refunds-and-responses
24:06 – AmEx Pitched Business Customers a Tax Break That Doesn’t Add Up
https://www.wsj.com/articles/amex-pitched-business-customers-a-tax-break-that-doesnt-add-up-11637587980
29:32 – AmEx Fires Workers Over Payments Sales Pitches – CFO
https://www.cfo.com/tax/2021/11/amex-fires-workers-over-payments-sales-pitches/
30:19 – IRS plans to award $2.6B app development contract in Q1 of fiscal 2023
https://www.fedscoop.com/irs-plans-to-award-2-6b-app-development-contract-in-q1-of-fiscal-2023/
31:53 – Congress widens PPP fraud probe to more online financial companies
https://news.yahoo.com/congress-widens-ppp-fraud-probe-140022824.html
PPP companies Blueacorn, Womply added to congressional probe
https://www.usatoday.com/story/news/investigations/2021/11/23/ppp-companies-blueacorn-womply-added-congressional-probe/8730237002/
34:44 – B2B Spend Management Startup Payhawk Closes $112M Series B
https://www.pymnts.com/news/b2b-payments/2021/b2b-spend-management-startup-payhawk-closes-112m-series-b/
35:06 – Australian software firm simPRO raises $350 mln in new funding | Reuters
https://www.reuters.com/markets/deals/australian-software-firm-simpro-raises-350-mln-new-funding-2021-11-23/
36:11 – Story within the Story – simPRO Acquired ClockShark!
37:25 – 6 lessons from audit experts who adopted AI early
https://www.journalofaccountancy.com/news/2021/nov/6-lessons-audit-experts-adopted-ai-early.html
39:07 – Sage launches new platform to help launch and power up Accountants
https://www.enterprisetimes.co.uk/2021/11/24/sage-launches-new-platform-to-help-launch-and-power-up-accountants/
40:18 – How to Build Stronger Relationships With Colleagues in the Zoom Era
https://www.wsj.com/articles/build-stronger-relationships-on-zoom-11637608490
44:30 – David’s Big, Poofy, Sad Problem 😊
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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
Need Accounting Conference Info?
Check out our new website - accountingconferences.com
Limited edition shirts, stickers, and other necessities
TeePublic Store: http://cloudacctpod.link/merch
Subscribe
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Show Notes
3:57 – SPACs Headed for New Wave of Restatements for Accounting Errors
https://news.bloombergtax.com/financial-accounting/spacs-headed-for-new-wave-of-restatements-for-accounting-errors
5:57 – Senators Question Commissioner About Company Offering Fee-Based Access to IRS Phone Lines
https://procedurallytaxing.com/senators-question-company-offering-fee-based-access-to-irs-phone-lines/
11:55 – Opinion | IRS reform will generate a lot more revenue than the CBO thinks - The Washington Post
https://www.washingtonpost.com/opinions/2021/11/17/cbo-build-back-better-irs-revenue-too-low/
14:17 – AICPA, NASBA publish revised CPA Evolution Model Curriculum - Journal of Accountancy
https://www.journalofaccountancy.com/news/2021/nov/aicpa-nasba-revised-cpa-evolution-model-curriculum.html
17:20 – A closer look at the Model
20:55 – Practical v. Theoretical – which is better for accounting education?
22:14 – In the weeds – what’s missing from the revised CPA Evolution Model Curriculum?
26:21 – Can I get this in Excel? Faculty want the CPA Evolution Model Curriculum in Excel.
32:54 – The Sage Group plc (SGGEF) CEO Steve Hare on Q4 2021 Results - Earnings Call Transcript
https://seekingalpha.com/article/4470238-sage-group-plc-sggef-ceo-steve-hare-on-q4-2021-results-earnings-call-transcript
Sage posts 10% drop in operating profit after investing in cloud
https://finance.yahoo.com/news/sage-posts-10-drop-operating-072946722.html
Accelerating growth driven by continued strategic progress (PDF)
https://www.sage.com/investors/investor-downloads/press-releases/2021/11/full-year-2021-results-17-november-2021/
35:14 – Intuit inc (INTU) Q1 2022 Earnings Call Transcript
https://www.fool.com/earnings/call-transcripts/2021/11/18/intuit-inc-intu-q1-2022-earnings-call-transcript/
38:16 – Chimp Change – how QuickBooks Advanced is heading deeper into the midmark with MailChimp
Intuit: Monetizing Its Vast Data Treasure Trove by Creating Better Outcomes For Customers
https://seekingalpha.com/article/4470721-intuit-intu-stock-monetizing-vast-data-better-outcomes-for-customers
40:24 – What’s new in QuickBooks Online: November 2021 – QuickBooks
https://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-november-2021/
44:53 – Practice Ignition raises $50M | Accounting Today
https://www.accountingtoday.com/news/practice-ignition-raises-50m
Practice Ignition lands $50M to scale globally
https://techcrunch.com/2021/11/17/practice-ignition-lands-50m-to-scale-globally/
46:29 – Formstack raises $425M for a no-code platform that helps businesses automate their customer and internal workflows
https://techcrunch.com/2021/11/18/formstack-raises-425m-for-a-no-code-platform-that-helps-businesses-automate-their-customer-and-internal-workflows/
47:22 – Paychex Adds Support for Vaccination Status Tracking to its COVID-19 Technology Solutions
https://www.wibw.com/prnewswire/2021/10/19/paychex-adds-support-vaccination-status-tracking-its-covid-19-technology-solutions/
47:52 – Pixie, the operating system for small accounting firms, pockets £2.25M to grow further
https://www.uktech.news/news/pixie-uk-startup-funding-20211118
48:36 – Accounting tech start-up to double headcount following funding boost
https://www.siliconrepublic.com/jobs-news/accounting-tech-start-up-double-headcount-funding-boost
49:24 – Scammers Clone Exec's Voice, Steal $35M From Bank
https://www.newser.com/story/312228/scammers-clone-execs-voice-steal-35m-from-bank.html
52:40 – Listener Voicemail. Thank you!
54:44 – We’ve Got a Review! Thank you!
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. Interested in sponsoring the Cloud Accounting Podcast?...
Meet Our Guest
Aaron Harris, Global CTO, Sage
https://www.linkedin.com/in/aaron-harris-7407b2/
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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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
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Show Notes
2:43 – Our takeaways from Sage Transform, and news on upcoming CAP bonus interviews from the conference!
5:32 – Intacct and ADP Partner to Streamline Back-office Processes for Midsized Companies
https://www.sageintacct.com/press/intacct-and-adp-partner-streamline-back-office-processes-midsized-companies
8:02 – A little compare and contrast of NetSuite, and Sage Intacct
10:28 – Some thoughts on Sage’s global expansion, and their data mesh
12:17 – A few pros and cons on Sage, and Sage Transform — what’s wrong, what’s missing
18:38 – Sage highlights automation, mobile features | Accounting Today
https://www.accountingtoday.com/news/sage-highlights-automation-mobile-features
19:47 – We’ve got voicemail! Thanks, for the great feedback, Greg!
21:33 – We’re clarifying our point of view on crypto – its usefulness as a tool, and as an investment, and where the blockchain will take accounting in the future.
30:13 – Expensify Shares Pop 52% in Market Debut – CFO
https://www.cfo.com/the-cloud/2021/11/expensify-shares-pop-52-in-market-debut/
31:45 - Expensify is the Slack of Accounting
https://www.blakeoliver.com/blog/expensify-is-the-slack-of-accounting
32:04 – Expensify’s $263 million IPO breaks Oregon tech’s 17-year drought
https://www.oregonlive.com/silicon-forest/2021/11/expensifys-263-million-ipo-breaks-oregons-17-year-losing-streak.html
34:58 – Expensify IPO Could Make Nearly All 140 Employees Paper Millionaires, but There is a Catch, Insiders Say
https://www.businessinsider.com/expensify-ipo-employees-become-paper-millionaires-stock-grant-2021-11
We become a public company today [11/10/21]
https://community.expensify.com/discussion/8596/we-become-a-public-company-today-11-10-21
39:50 – Xero Acquires Inventory Management Company LOCATE Inventory
https://www.cpapracticeadvisor.com/accounting-audit/news/21246049/xero-acquires-inventory-management-company-locate-inventory
41:11 – Xero’s half year 2022 financial results | Xero Blog
https://www.xero.com/blog/2021/11/half-year-2022-financial-results/
How we’re enhancing inventory management in Xero | Xero Blog
https://www.xero.com/blog/2021/11/enhancing-inventory-management/
43: 51 – Sage adds Zapier to marketplace | Accounting Today
https://www.accountingtoday.com/news/sage-adds-zapier-to-marketplace
44:39 – Toast, Inc. (TOST) Q3 2021 Earnings Call Transcript
https://www.fool.com/earnings/call-transcripts/2021/11/10/toast-inc-tost-q3-2021-earnings-call-transcript/
45:37 – Bill.com Introduces New Product Features at Sage Transform, Continuing Innovation that Makes it Simple for Small and Midsize Companies and Accountants to Do Business
https://www.bill.com/about-us/press-release/billcom-introduces-new-product-features-sage-transforms
46:27 – Melio releases three new features
46:45 – Relay Financial releases a new set of features
47:56 – MyCase Announces Product Enhancements, Acquisitions to Enable Law Firm Success
https://www.prnewswire.com/news-releases/mycase-announces-product-enhancements-acquisitions-to-enable-law-firm-success-301419371.html
48:38 – LegalZoom Acquires Leading Virtual Mailbox Provider, Earth Class Mail
https://www.globenewswire.com/news-release/2021/11/10/2331550/0/en/LegalZoom-Acquires-Leading-Virtual-Mailbox-Provider-Earth-Class-Mail.html
50:44 – Payroll Software Startup Wrapbook Gets Unicorn Status After Latest Funding Round – Bloomberg
https://www.bloomberg.com/news/articles/2021-11-10/tiger-global-bets-on-wrapbook-vaulting-it-to-unicorn-status
51:58 – Zenwork raises $163M | Accounting Today
https://www.accountingtoday.com/news/zenwork-raises-163m
52:49 – Knowify secures $5.45M in Series A financing led by MassMutual Ventures and Companyon Ventures
https://www.prnewswire.com/news-releases/knowify-secures-5-45m-in-series-a-financing-led-by-massmutual-ventures-and-companyon-ventures-301422267.html
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...
Meet Our Guest
Anurag Pal, CEO @ Escalon
https://www.linkedin.com/in/anurag-ap-pal/
Learn More About Escalon
https://escalon.services/
Need CPE?
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com
Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe
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. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
Need Accounting Conference Info?
Check out our new website - accountingconferences.com
Limited edition shirts, stickers, and other necessities
TeePublic Store: http://cloudacctpod.link/merch
Subscribe
Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the show notes for the link to get more info.
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