The Accounting Podcast

The Accounting Podcast

By Blake Oliver & David LearyNewsNews CommentaryBusiness News
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    64 min

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The Accounting Podcast episodes

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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

    Need Accounting Conference Info? 

    Check out our new website - accountingconferences.com


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    Classifieds

    Oh My Fraud: A True Crime Podcast for Accountants:

    1 hr
  • How To Stop Intuit From Hiring Your Staff

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    Need CPE? 

    Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com
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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...

    56 min
  • Wrong Metrics, Wrong Conclusions

    Sponsors

    OnPay: https://cloudaccountingpodcast.promo/onpay
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    Need CPE? 

    Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com
    Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe

    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

    Thanks for listening and for the great reviews! We appreciate you! Follow and tw...

    1 hr 5 min
  • 4,000-Year-Old Case of Tax Avoidance

    Sponsors

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    Need CPE? 

    Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com
    Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe

    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...

    50 min
  • Transforming Hotel Accounting With Megan Walker

    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/

    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

    • Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
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    • Overcast: http://cloudacctpod.link/Overcast



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    24 min
  • Feed The Pig

    Sponsors

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    Need CPE? 

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    Get CPE for listening to podcasts with Earmark CPE: https://earmarkcpe

    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

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    53 min
  • CPA Evolution Is Missing The Weeds

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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?...

    1 hr 3 min
  • The Sage Advantage With CTO Aaron Harris

    Meet Our Guest
    Aaron Harris, Global CTO, Sage
    https://www.linkedin.com/in/aaron-harris-7407b2/

    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


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    25 min
  • Accounting Metaverse

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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...

    57 min
  • The Biggest Accounting Firm (And Top NetSuite Partner) You've Probably Never Heard Of

    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? 

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    18 min

About The Accounting Podcast

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The most authoritative voice in accounting news. Every week, Blake Oliver and David Leary break down the stories reshaping the profession — AI, the Big Four, firm M&A, audit failures, and the…

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