The Accounting Podcast

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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 education
• 06:23 – Heather says it's about overcoming the mental blocks first, and then focusing on the growth
• 07:31 – A hard pill to swallow - learning to see your own, or your firm's own value
• 08:58 – Setting your prices too low will ensure that you never get the time to provide true value
• 09:30 – Michelle  says it's often the oldest 'legacy' clients that take up the majority of your time, with little to no profit 
• 11:04 – If you don't choose to deliver value, your competitor will
• 12:14 – In addition to seeing your own value, Heather says it's about freeing up the capacity  and time
• 13:43 – With so many tasks moving to automation, Blake sees capacity in terms of relationships, and the time it takes to maintain those
• 15:29 – Heather runs down a short list of things to micromanage when you want to build your value capacity
• 17:20 – When you're an 'accountingpreneur,' as Michelle names it, there's nobody there holding your hand. It's up to you to learn these skills and tactics and get things done
• 18:45 – If you're perfectly fine with being comfortably numb, you'll never be able to challenge the status quo
• 20:04 – Short-term sacrifices lead to long-term payoffs
• 20:53 -- Find the one thing you can focus on right now, and just do it. Simple, right? 

Connect with Michael, Michelle, and Heather

• Michael Palmer, Ceo of Pure Bookkeeping North America  
  • Twitter: https://twitter.com/1michaelpalmer
  • LinkedIn: https://www.linkedin.com/in/coachpalmer/?originalSubdomain=ca 
  • Website: https://purebookkeeping.com/us/
• Michelle Weinstein, Consultant and Founder of The Pitch Queen 
  • Twitter: https://twitter.com/thepitchqueen
  • LinkedIn: https://www.linkedin.com/in/michelleweinstein/
  • Website: https://www.thepitchqueen.com/
• Heather Townsend, Founder of Accountants Millionaire Club 
  • Twitter: https://twitter.com/HeatherTowns
  • LinkedIn: https://www.linkedin.com/in/heathertownsend/
  • Website: http://www.accountantsmillionaire.club

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!  

Meet Blake and David in person! 

• We're currently all out of dates for 2019 📆 Want to book us for your event? Check out our prospectus, or get in touch for more info! 🧾👀

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit:
Will Farnell:

• https://twitter.com/willfarnell
• https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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!
• 06:59 – Michelle's recent focus revolves around app selection and integration along with consulting and training
• 09:05 – What's changed since the very first QuickBooks Connect? 
• 09:49 – Michelle's seen a huge improvement in networking over the years
• 10:18 – Just because you hit legend status doesn't mean you stop learning new things!
• 10:30 – Laura see a shift to development now that the majority have found their way to the cloud
• 11:16 – Clayton thinks people are moving away from "appstraction" and moving towards action
• 12:41 – After all the hype of cloud fades, you can now focus on the actual productivity 
• 14:44 – More talk of what's to come for these three 

Connect with Michelle, Clayton, and Laura

• Laura Redmond, CEO and Founder of Redmond Accounting Inc
  • Twitter: https://twitter.com/Redmond_Laura
  • LinkedIn: https://www.linkedin.com/in/lauraredmond/
  • Website: https://redmondaccounting.com/
• Clayton Oates, Founder of QA Business Pty Ltd
  • Twitter: https://twitter.com/Clayton_Oates
  • LinkedIn: https://www.linkedin.com/in/claytonoates/?originalSubdomain=au
  • Website: http://claytonoates.com/
• Michelle Long, Owner of Long for Sucess, LLC 
  • Twitter: https://twitter.com/MichelleLongCPA
  • LinkedIn: https://www.linkedin.com/in/michellelongcpa/ 
  • Website: https://longforsuccess.com/

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!  

Meet Blake and David in person! 

• Stay tuned!  Want to book us for your event? Check out the prospectus or get in touch for more details!    

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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 has been the pricing itself, and how to determine their value on a per-client basis
• 09:29 – People only pay for what they value 
• 10:22 – What does it cost a client - personally, financially, or strategically - to not have a solution to their problem? 
• 11:54 – It doesn't take a lot of time to figure out when clients are solely focused on cost, and not value
• 12:52 – Peace of mind is one of the most difficult values to put a price on
• 14:18 – A large majority of small businesses suffer cash-flow and working-capital pain. Focus on finding ways to solve for that pain, and showing them what they could be saving 
• 15:32 – Rhondalynn gives a practical example of adding value and solving a client's pain point
• 17:20 – The value-pricing conversation is very different than the conversations clients typically have with accountants
• 18:14 – Adopting value pricing means moving clients  towards accountability and action - creating a valuable partnership  

Connect with Lee, Mary, and Rhondalynn

• Lee Leonard Podolsky, President & Founder of Breakwater Accounting + Advisory
  • LinkedIn: https://www.linkedin.com/in/lee-leonard-podolsky-b7958a90/
  • Twitter: https://twitter.com/lee_podolsky 
  • Website: https://www.breakwatercorp.com/
• Rhondalynn Korolak, Managing Director, Imagineering Now
  • LinkedIn: https://www.linkedin.com/in/imagineering/
  • Twitter: https://twitter.com/rhondalynn
  • Website: https://imagineeringnow.com/
• Mary Hambleton, Director of Operations, Breakwater Accounting + Advisory
  • LinkedIn: https://www.linkedin.com/in/mary-hambleton-09a68918/
  • Twitter:  https://twitter.com/MEHamb 
  • Website: https://www.breakwatercorp.com/

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!  

Meet Blake and David in person! 

• Sadly, we do not have any 2020 travel plans as of yet.       

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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 accounting professional
• 06:23 – How do we fix the imbalances? 
• 06:56 – Establishing personal values is the foundation for creating the most fulfilling path in career and life
• 07:45 – Momentum happens wherever you're at
• 08:31 – We all, men and women, need to get back some of the hope we had before we grew up
• 09:28 – Go here to hear what else Jina has to say about diversity 
• 12:30 – It was actually Episode 124 – Our discussion on women CEOs and women-led companies 
• 13:15 – These Next Level women define success 
• 14:59 – So many people compromise their own values so they can fall in line, instead of carving out their own space
• 16:39 – As more women find their power, and voices, the better off we all are
• 18:14 -- We get the elevator version of a Next Level Women Leaders two-day workshop
• 21:41 – E&Y has yet to get on board with allowing women to define their own style | HuffPost
• 22:48 – The Next Level founders took their belief in each other and the impact it made on them, as individuals, and combined forces to start sharing that powerful force with other women
• 23:58 – Don't toy with me - we talk about the, still, lack of diversity in the world of toys 

Connect with Nancy, Stacy, and Laura

• Nancy Buffington, Owner, Nancy Buffington, LLC
  • LinkedIn: https://www.linkedin.com/in/nbuffington/
  • Website: https://www.nancybuffington.net/
• Stacy Ennis, CEO & Founder of Creatively, LLC
  • LinkedIn: https://www.linkedin.com/in/stacylynn/
  • Twitter: https://twitter.com/StacyEnnis
  • Website: https://stacyennis.com/
• Laura Tully, Wardrobe Styles and Owner, Laura Tully, LLC
  • LinkedIn: https://www.linkedin.com/in/laura-tully-b183a3109/
  • Website: https://www.lauratully.co/

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!  

Meet Blake and David in person! 

• Sadly, we do not have any 2020 travel plans as of yet.    

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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 focus of QuickBooks Live bookkeeping is helping clients clean up and prep their books for month-end closes, and tax time
• 06:35 – While some providers aren't crazy about QuickBooks Live, Pam took this opportunity and ran with it
• 07:58 – QuickBooks Live can give bookkeepers some stability when their own practices face constant changes
• 08:38 – Your practice is what you choose to make of it - plain and simple
• 11:08 – For clients, QuickBooks Live allows them the freedom to focus and work on the top priority, their business
• 12:28 – Most of the work done for QuickBooks Live is offline. The face-to-face client meeting is typically a small fraction of the entire process
• 13:25 – Unlike driving for Uber, being a QuickBooks Live bookkeeper is about building and maintaining long-lasting relationships 

Connect with Pam

•  Pam Bingham, EA, Founder, PB Tax and Accounting Services 
  • Twitter: https://twitter.com/PBTaxAccounting
  • LinkedIn: https://www.linkedin.com/in/pambingham/
  • Website: http://www.pbtaxinc.com/

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!  

Meet Blake and David in person! 

• Sadly, we do not have any 2020 travel plans as of yet.           

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

OnPay: http://cloudaccountingpodcast.promo/onpay

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, as well, for making the Accounting Today Top 100 Most Influential list | Accounting Today
• 01:21 – Format is key – one thing the Accounting Today list lacked was readability. We think there’s just a better, smoother way to present this kind of read  
• 02:15 – It’s cool to see the list evolve with the everchanging industry landscape and include accounting folks across different digital media platforms, including YouTube, and podcasts, as well as CPE professionals, and even politicians! 
• 03:07 – What’s more important that any list? The Cloud Accounting Podcast won't put you to sleep!  Thank you, reviewers!  
• 04:49 – Let’s talk numbers … A lot of numbers … Courtesy of “The year ahead for accounting: 2020 in numbers” | Accounting Today
• 05:30 – While recruitment and retention are big factors for big firms, the smaller firms are zeroing in on tech strategy
• 07:28 – It’s still taxing! 39 percent of firms still require employees to work every Saturday during tax season
• 09:29 – Small and mid-sized firms are still shying away from social, with just below 60 percent using platforms such as LinkedIn and Facebook to bolster their visibility
• 11:15 – Correction from last week’s episode – The founder of CakeHR notes that they serve 60-plus countries, not just Australia and the UK, as we originally thought
• 13:21 – Is Sage banking on the lack of trust created by the QuickBooks Live offering? | Twitter
• 15:17 – Sometimes, it pays to pay more – Xero rolls out pricing changes, next  year, offering Hubdoc as part of the package | Twitter
• 19:24 – Practice Ignition fixes some payment-related headaches with a new client self-service payment retry option | Practice Ignition
• 20:29 – As Canopy names a new CEO, investors think there’s still something to believe in, offering $13M in additional funding | Accounting Today 
• 23:10 – Moving target - Bill.com increased its price target to $183M for the upcoming IPO | Silicon Valley Business Journal
• 24:04 – What price celebrity keynotes? We hash out costs v. benefits | Accounting Today
• 27:30 – Want to boost your firm’s productivity? Here’s one way | Business Insider
• 29:08 – Some thought food to chew on from the Zapier Remote Work Report | Zapier
• 32:07 – Don’t stand so close to me! Why remote workers get more done | Doist 

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!  

Meet Blake and David in person!

😢 We do not have any 2020 travel plans as of yet. Check back early and often to see where we go next! 😁  

Limited edition shirts, stickers, and other necessities

TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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 Center, was created
• 07:37 – Intuit's pain, and solving for it - in entering the bookkeeping game - could ultimately be a gain for everyone
• 09:29 – As mentioned in our last episode, accountants are an unexpected market for the QuickBooks Live offering, according to Ted Callahan, Director of the QuickBooks Live Offering 
• 11:00 – Check out Jade Simmons’ QuickBooks Connect 2019 presentation! | YouTube
• 15:02 – Ariege gives us the rundown on the Business Performance Overview feature
• 17:32 – According to futurist Michael McQueen, innovation isn’t slowing down. See his QBC presentation here | YouTube
• 17:53 – Change is gonna come - but Ariege doesn't have the details yet
• 19:27 – You heard it here first ... Sort of ... Ariege spills some new feature news! 
• 21:33 –Start talking!Intuit's priority list is constructed around what users want and need  

Connect with Ariege

• Ariege Misherghi, Global Accountant Segment Leader, Intuit
  • Twitter: https://twitter.com/ariegem
  • LinkedIn: https://www.linkedin.com/in/ariege/

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!  

Meet Blake in person! 

• December 9-11: Digital CPA Conference in Seattle         

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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 – Ted shares some of the requirements for becoming a QuickBooks Live bookkeeper
• 08:01 – The gentleman talk QBO Accountants Edition, and some of the new feature roll-outs, such as the Optimization Center
• 09:42 – Intuit sees a huge opportunity to capture those small businesses that are, so far, sans accountant
• 11:11 – What's the real scope of the QuickBooks Live offering? 
• 13:42 – What differentiates the different price points in QuickBooks Live? 
• 14:38 – Intuit is solving for both sides of the market - small biz and accounting professional
• 15:38 – A bit of discussion on the different ProAdvisor buckets and how QuickBooks Live will affect them
• 16:39 – What do you tell a ProAdvisor who loses a client to QuickBooks Live? 
• 17:46 – Take a load off, Annie - QuickBooks Live plays a key role in the advisory vision - by transferring lesser-value work  to QB Live, so accountants and bookkeepers can focus on advising and other value-add services
• 18:28 – Intuit needs to establish clear guidelines around relationships to solve for the needs of the customers and accounting partners
• 19:43 – Is there a grand convergence of all the Intuit offerings on the horizon? 
• 20:29 – Who's in charge of ensuring the delivery QuickBooks Live services meet's Intuit's WOW factor?  
• 21:49 – What's next on the agenda, for Ted, and QuickBooks Live? 

Connect with Ted

• Ted Callahan, Director, QuickBooks Live Offering, Intuit
  • Twitter: https://twitter.com/asciv
  • LinkedIn: https://www.linkedin.com/in/tedcallahan/

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!  

Meet Blake and David in person! 

• December 9-11: Digital CPA Conference in Seattle         

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Intuit QuickBooks https://cloudaccountingpodcast.promo/quickbooks

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? 
• 08:13 – Along with faster adoption of new tech, Canadian app development is on the rise, and people seem to share a common passion and excitement, without a lot of drama, on the socials. 
• 10:42 – With the Canadian government’s investment in functional, high-speed internet, clients being eternally bound to their desktop programs is more the exception than the norm 
• 12:00 – Brad talks benefits of going full cloud
• 14:43 – Scott talks about some of the work Intuit’s Canadian branch is doing to solve for Canada-specific issues, such as tax and payroll
• 16:30 – Winter is coming, or you'll be coming to Winter is you visit QuickBooks Connect Toronto. Grab a toque, or a touque, or a tuque?   
• 18:24 – While Canadian accountants are excited about new industry developments, they also know a good thing when they use it, and tend to stay loyal to a narrow collection of accounting tools
• 19:36 – Brad sees a sort of ‘take it or leave it’ attitude when it comes to dealing with U.S. accounting software developers. Some listen; some don’t. 
• 21:50 – Cheryl notes that conferences, such as QuickBooks Connect, and Scaling New Heights are a prime method for discussion, learning, and developing partnerships that will lead to future opportunities

Connect with Scott, Cheryl, and Brad

• Scott Zandbergen, Principal Marketing Manager and Accounting Community Advocate at Intuit
  • Twitter: https://twitter.com/szandbergen
  • LinkedIn: https://www.linkedin.com/in/szandbergen/ 
  • Website: https://scottzandbergen.com/
• Cheryl Manmohan, Senior Training & Education Program Manager at Intuit
  • Twitter: https://twitter.com/cherylmanmohan
  • LinkedIn: https://www.linkedin.com/in/cheryl-manmohan-ab70754/?originalSubdomain=ca
• Brad Celmainis, CPA and President of Brad Celmainis Accounting Solutions
  • Twitter: https://twitter.com/BradCelmainis
  • LinkedIn: https://www.linkedin.com/in/bradcelmainis/
  • Website: https://bradcelmainis.com/
  • Facebook group: https://www.facebook.com/groups/getintuit/?source_id=622030231160596
• Learn more about QuickBooks Connect Toronto here: https://can.quickbooksconnect.com/?cid=SOC_CA_QBC_-NON_INT-QBC-CA-Blog-SponsorProfile

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!  

Meet Blake in person! 

• December 9-11: Digital CPA Conference in Seattle         

Limited edition shirts, stickers, and other necessities

• TeePublic Store: http://cloudacctpod.link/merch 

Subscribe

• Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod.link/GooglePlay
• Stitcher: http://cloudacctpod.link/Stitcher
• Overcast: http://cloudacctpod.link/Overcast  

Episode Art Photo Credit: 

• Will Farnell
  • https://twitter.com/willfarnell
  • https://twitter.com/willfarnell/status/1191506218424176640/photo/1

Sponsors

• Bill.com https://cloudaccountingpodcast.promo/bill
• Teampay https://cloudaccountingpodcast.promo/teampay

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 – Which apps in a healthcare accounting ecosystem DO have to follow HIPAA rules? 
• 12:20 – When dealing with collections for medical accounts, HIPAA rules get so complicated that it's best to consult with legal advisors to know exactly how to proceed
• 13:40 – Sage took a detailed approach to implementing HIPAA compliance in its 2018 product offerings | Sage Intacct 
• 16:06 – There's no official HIPAA compliance certification, but there are vendors who will provide independent assessments of a firm's compliance level
• 17:47 – HIPAA is no joke. Violations carry significant civil and criminal penalties! 
• 19:27 – Mariana shares a few facts about the California Consumer Privacy Act | Californians for Consumer Privacy 

Connect with Mariana

• Mariana Antcheva, Sage Intacct
  • LinkedIn: https://www.linkedin.com/in/marianaantcheva/

Episode Art Photo Credit: 

• April Blankenship
  • https://twitter.com/aprilblnknshp
  • https://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2

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!  

Meet Blake and David in person! 

• December 9-11: Digital CPA Conference in Seattle         

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