The Accounting Podcast

The Accounting Podcast

By Blake Oliver & David LearyNewsNews CommentaryBusiness News
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The Accounting Podcast episodes

  • Why ethics and culture matter 🎙 Live at Sage Intacct Advantage

    Sponsors

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

    Show Notes

    • 02:09 – Meet Kelly! 
    • 03:05 – Kelly talks true crime | WGN Radio 
    • 07:21 – It takes a balance - you need the 'yes' people and the naysayers to keep you from making crappy decisions
    • 08:36 – The first step to changing your firm's culture - you've gotta know you have a problem! 
    • 10:21 – Speaking of problems, we talk about the melee surrounding audit watchdog, PCAOB, and KPMG | WSJ 
    • 10:52 – We humans tend to take a one-dimensional viewpoint when it comes to fraud
    • 12:53 – You can't rely on people's personal perceptions. You have to show them concrete examples of ethical lapses to paint a really clear picture
    • 13:51 – How do we remove the incentives for unethical behavior?
    • 16:02 – Ethics training needs to focus on real-life, practical scenarios that actually relate to the people involved
    • 18:27 – When you’re talking about a company with hundreds of thousands of employees, ethical issues are critical!
    • 20:54 – Financial relationships, in any profession, can create a perverse incentive to ‘look the other way’ 
    • 23:36 – What your expense reports really say about you | WSJ
    • 23:59 – Kelly’s required ethics and fraud reading/listening list includes the docuseries, “Dirty Money”, a podcast called The Dropout, and John Carreyrou’s book, “Bad Blood” 
    • 25:56 – Kelly gives us a brief synopsis of her film, “All The Queen’s Horses” | YouTube
    • 29:04 – While she uses film as a teaching platform, Kelly has no plans to make more films. 

    Connect with Kelly

    • Kelly Richmond Pope
      • LinkedIn: https://www.linkedin.com/in/kelly-richmond-pope-cpa-83689a5/
      • Twitter: https://twitter.com/kellyrpope
      • Kelly's TEDx Talk https://www.ted.com/talks/kelly_richmond_pope_how_whistle_blowers_shape_history/up-next%3E
      • All the Queen's Horses - Website: https://www.allthequeenshorsesfilm.com/
      • All the Queen's Horses - YouTube: https://youtu.be/dpr2A3S3CNk

    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         

    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  
    31 min
  • Is the billable hour making a comeback?

    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

    • 01:27 – Things to do in Tucson at 4:30 in the morning when your puppy has to go potty – listen to podcasts from former guests, like Scott Orn, of course!    
    • 02:41 – If you missed our discussion on the streaming wars, go here  
    • 03:24 – It’s not you, it’s me … Or is it? Gusto and Zenefits just don’t see eye to eye | Accounting Today
    • 04:13 – What happens when the customer-first company puts the customer last? 
    • 06:07 – Ready, set, SOAPBOX ... The gentleman debate Gusto v. Zenefits
    • 07:49 – Blake sides with Gusto - data security wins over convenience
    • 10:04 – David finds this to be more of an ‘immature’ publicly-held negotiation about the private agreements betwixt the two companies, and the biggest loser is, of course, the customer
    • 13:33 – Another review! Thank you!  
    • 15:43 – Anything you can do, Amazon can do better? | NYT 
    • 18:43 – Amazon is okay with losing a bit of money on one-day Prime shipping ... Small price to pay for crushing competition, right? 
    • 21:21 – What can accounting firms learn from Amazon's modus operandi?  Maybe more than you think! 
    • 24:21 – Is your fixed-fee model flopping? | AccountingWEB
    • 29:04 – Making sweet macro music … | Digg.com
    • 29:40 – Play that funky music, accounting boy ... 
    • 30:26 – Move over, Uber, bookkeeping is the hottest side hustle now! | Forbes
    • 30:48 – Get these guys some L.A.-level tacos, or a whole steak ... Check out their fabulous merch! 
    • 33:18 – Hey, you! Get off of my cloud! A VC’s perspective of the future of cloud | LinkedIn
    • 36:11 – Fight, focus, or flight - how to win in the "Intelligent Connected World." 
    • 40:08 – Piece of cake? Sage thinks so with its latest acquisition | Enterprise Times
    • 42:32 – Some further insight on ‘coopetition’ from Matt Paff | LinkedIn 
    • 45:30 – Robinhood’s a little less merry – They’re no longer banking on a charter | PYMNTS.com  
    • 46:49 – Reading assignment for next week's show – “Can Silicon Valley remake the payday lending industry?” | NewStatesmanAmerica

    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  
    51 min
  • Let's talk subscription revenue models 🎙 Live at Sage Intacct Advantage

    Sponsors

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

    Show Notes

    • 01:10 – What does David Appel do, precisely? 
    • 02:15 – If accounting happens in Vegas, does it have to stay in Vegas? 
    • 03:28 – Repetition is key to creating job satisfaction, personal validation, and economic value for your clients
    • 05:30 – It's not about billable hours and recurring revenue, it's about creating the most economic value for not only your clients, but as many people as possible
    • 09:19 – David A. gives some examples of successful subscription-based models 
    • 11:15 – How do you know when you've outgrown your first accounting system? 
    • 13:37 – An ounce of prevention really is worth a pound of cure when it comes to moving to a new accounting system
    • 15:31 – When you provide value, using whatever it is you're selling, that thing tends to sell itself
    • 16:28 – Find the value you can add by talking and LISTENING to your clients
    • 19:01 – Focus on solving client problems, and billing models will fall into place 

    Connect with David!

    • David Appel, Head of Software and SaaS Vertical, Sage Intacct
      • LinkedIn: https://www.linkedin.com/in/davidappelsf/
      • Twitter: https://twitter.com/davidappel

    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 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
    22 min
  • Career path: CPA ➡ CFO ➡ CEO 🎙 Live at Sage Intacct Advantage

    Sponsors

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

    Show Notes

    • 01:39 – Laura outlines her career path from school to VP of Finance
    • 02:30 – Laura liked using the Sage Intacct product so much at a former company that she wanted to become part of Sage Intacct 
    • 04:25 – What's the difference between accounting and finance departments? 
    • 05:22 – Laura's excited to work on the tools that will help 'eliminate' the month-end close
    • 06:15 – Laura talks about what CFO 3.0 means for her and her team
    • 06:52 – You really have to open up your mind to new possibilities and see things from different angles in order to embrace the new technologies
    • 07:57 – Those who get into accounting in order to get the bird's-eye view of a company are the ones likely to move into higher positions as they progress
    • 08:41 – Wanna be a CFO? Don't be a tree. Move around, meet people, and learn new things, constantly
    • 10:40 – Laura's passion and big focus centers around mentoring, and making sure employees feel like they're learning,  growing, and contributing
    • 12:26 – Are employees an asset or an expense? Laura and Blake disagree | Harvard Business Review
    • 13:21 – Laura talks about the gender gap in accounting, and what Sage is doing to turn that around
    • 14:50 – We talk about why women-led businesses excel | CNBC 
    • 15:11 – Diversity is great, but you need to have the open, transparent culture to back it up, otherwise, you're going nowhere
    • 15:45 – As former guest, Jina Etienne, stated, there's no diversity if you're not free to just be yourself, no matter what your ethnicity, or gender
    • 16:23 – Laura's advice for women entering the accounting industry - be confident, know your strength, own your voice, and don't be afraid! 

    Connect with Laura

    • Laura Wiler, VP of Finance & Business Operations, Sage Intacct
      • LinkedIn: https://www.linkedin.com/in/laurawiler/

    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 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  
    18 min
  • Family offices: How the ultra-wealthy manage their money 🎙 Live at Sage Intacct Advantage

    Sponsors

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

    Show Notes

    • 03:38 – Angelo defines 'family office' 
    • 04:19 – Definitely not small potatoes!  'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars
    • 06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks
    • 07:16 – An effective virtual family office utilizes outsourcing and the newest and most efficient technologies to seamlessly manage the family or individual's funds
    • 08:51 – How do you measure success of a family office?  Clarify, communicate,  compare, and get two or three sets of eyeballs to check the work
    • 12:26 – How exactly does one enter into the family-office arena as a career choice? Is it even possible? 
    • 13:52 – Breaking into the family office segment means getting to know the target (ultra-wealthy) audience, gaining some experience, and proving your worth
    • 14:38 – At some point, the old dogs are going to have to learn some new tricks
    • 15:36 – You really can't outsource creativity and leadership in the family office
    • 16:50 – Apart from technology and automation, you need the soft skills - collaboration, globalization, and listening 
    • 17:22 – Angelo discusses some of the challenges of working for a family office
    • 18:31 – Angelo talks about what inspired him to enter into the family office arena
    • 20:29 – Check out Angelo’s book, “Effective Family Office: Best Practices and Beyond,” on Amazon!  He’s also got a podcast! You can find Effective Family Office Podcast on iTunes, for Apple users, or Stitcher, for the Android crowd! 

    Connect with Angelo

    • Angelo Robles, CEO, Family Office Association
      • Website: https://familyofficeassociation.com/
      • LinkedIn: https://www.linkedin.com/in/angelorobles/
      • Twitter: https://twitter.com/familyoffice 

    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 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
    22 min
  • Is bookkeeping a $10 billion market opportunity? Intuit thinks so

    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

    • 00:32 – See Brad. Be like Brad. When in doubt, buy TWO Cloud Accounting Podcast shirts!  
    • 01:52 – Same ol' sitch ... The new slew of tech banks don't seem to offer anything different than normal banks
    • 02:36 – Who doesn’t need more flair? Chris Macksey shows you how to add some to your QBO Chart of Accounts! 
    • 03:21 – 😎 We've got reviews!  
    • 05:17 – Thanks to @sovereign_cloud, and his tweet about Episode 82, we made the CPA Alberta Mag!
    • 06:30 – FreshBooks hit the international scene, opening offices in Amsterdam and Raleigh, NC | Accounting Today and CPA Practice Advisor
    • 06:51 – Coming to (useless) terms – the MyPayrollHR fiasco continues as Pioneer Bank and  Michael Mann agree to settlement | Times Union 
    • 07:33 – Former Intuit man, Rich Preece, finds a new home at LegalZoom | Business Wire 
    • 08:21 – Fintech Unicorn Bill.com Files For $100M IPO | Crunchbase
    • 09:20 – Some interesting factoids from Bill.com’s S-1 | SEC
    • 10:56 – What’s the hold up with Big Tech companies becoming banks? | Fortune 
    • 13:02 – Sage Full Year 2019 – The numbers are in! | Sage
    • 15:57 – Intuit numbers are in, too! | Intuit 
    • 19:31 – Soup to nuts, Bench partners with Taxfyle to offer a broader range of services to the smaller business set | Bench
    • 22:26 – BlueVine raises $102.5M more for banking services that target small businesses | TechCrunch
    • 25:18 – LeaseQuery’s Series-A round rakes in $40M | AMERICANINNO
    • 26:19 – It pays to shop around? PayPal’s biggest acquisition to date -  Online Coupon Site Honey – carries a $4 billion price tag | Bloomberg Quint
    • 28:45 – Tipalti Partners With AR Automation Firm YayPay | PYMNTS.com 
    • 30:37 – How APIs Drive Payroll-Accounting Connectivity | PYMNTS.com 
    • 33:42 – More troubles for Canopy Tax 
    • 37:57 – Wolters Kluwer Launches Client Collaboration Module | CPA Practice Advisor
    • 38:17 – Marketing genius or epic fail? Scaling New Heights 2019 “Strategic Pivot” | Woodard.com
    • 43:33 – Is Intuit really stealing work from bookkeepers? Almost 300 thought so … | AVAAZ.org
    • 47:00 – Can California fix what ails it? | Accounting Today
    • 48:43 – Food-delivery services, like DoorDash and Uber Eats, fail to collect taxes |  VOX Recode
    • 51:09 – Recent survey reveals the biggest tech challenges facing CPA firms at the moment | CPA Trendlines 

    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
    54 min
  • Eliminating the financial close with AI 🎙 Live at Sage Intacct Advantage

    Sponsors

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

    Show Notes

    • 01:07 – Meet our guests! 
    • 01:48 – Aaron talks about what's on the horizon for Sage, including the launch of Intelligent GL | Sage 
    • 02:32 – Intelligent GL uses AI to provide continuous trust, and continuous insights that help customers make better business decisions
    • 03:13 – Blasphemy!  How dare you try to take away our close ... Ha! 
    • 05:02 – Brendan shares how AutoEntry will work with Sage to make sure the data is in the right place at the right time
    • 08:33 – Aaron talks about the importance of partnering with other software providers to create a centralized hub for their clients' financial activities
    • 09:57 – Dan talks about the Sage People rollout in 2020
    • 11:37 – You can lead a horse to water, but you can't make it stop loving Excel 
    • 13:28 – After a certain point of growth, Excel's capabilities no longer scale
    • 14:02 – Dan gives some detail on Sage's Visual Explorer 

    Connect with Our Guests

    • Aaron Harris, CTO, Sage
      • Website: https://www.sageintacct.com/leadership/aaron-harris
      • LinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/
    • Brendan Woods, Founder and CEO, AutoEntry
      • Website: https://www.autoentry.com/about-us
      • LinkedIn: https://www.linkedin.com/in/woodsbrendan/
    • Dan Miller, VP of Product, Sage Intacct
      • Website: https://www.sageintacct.com/leadership/dan-miller
      • LinkedIn: https://www.linkedin.com/in/danielgmiller/

    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. Oh, and don't forget to come 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
    17 min
  • How DonorsChoose scaled to $100M+ on cloud ERP 🎙 Live at Sage Intacct Advantage

    Sponsors

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

    Show Notes

    • 01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose! 
    • 01:29 – Bright lights, big city, and one CAP listener in the live audience!  
    • 02:07 – How does DonorsChoose work? 
    • 03:22 – Because they work with such a mind-boggling number of funds, DonorsChoose uses Sage Intacct to help them track the money
    • 04:51 – Before Intacct, DonorsChoose did things the old-fashioned way - manual entry
    • 07:01 – Alliah attends Intacct Advantage to get inspiration, education, and connection with other users
    • 07:56 – What's in the DonorsChoose tech stack? 
    • 09:08 – Why wait for a solution? Build your own! 
    • 10:10 – Lean, mean, not-for-profit machine - DonorsChoose is an innovative, tech-forward group of ... SIX people!

    Connect with Alliah

    • Alliah Mohamed Director, Accounting & Financial Operations, DonorsChoose
      • LinkedIn: https://www.linkedin.com/in/alliahmohamed/
      • Twitter:  https://twitter.com/alliah_mohamed 
      • DonorsChoose website: https://www.donorschoose.org
      • Email: [email protected]

    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. 

    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:

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

    12 min
  • What is mid-market and why should accountants care? 🎙 Live at Sage Intacct Advantage 2019

    Sponsors

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

    Show Notes

    • 01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group
    • 01:23 – Meet Kevin Cumley, director of the Sage Intacct Accountants Program
    • 01:40 – What really is 'mid-market'? 
    • 04:34 – Doing cloud before cloud was a thing - Sage Intacct began as a cloud firm some 20 years back! 
    • 05:02 – Sage Intacct helps firms deliver outsourced accounting and financial services to their clients
    • 06:44 – What separates Intacct from other players in the field? 
    • 08:17 – For small organizations, understanding cash takes priority over GAAP, until they need investors. Intacct offers insight from both perspectives
    • 11:48 – Sage's Accountants Program offers extensive training and certifications to get them prepared to use the Intacct platform effectively
    • 14:21 – It can't be that hard to satisfy accountants, can it ...? 
    • 16:57 – Innovative firms understand the importance of combining the technology with their accounting expertise
    • 17:39 – Practice lines, such as tax and audit are on the decline, making outsourcing more attractive

    Connect with our guests

    • Rob Reid, Chairman Mid-Market Solutions, Sage
      •  LinkedIn: https://www.linkedin.com/in/rob-reid-2b72896/
      • Twitter: https://twitter.com/SageIntacctRob
    • Kevin Cumley, Director, Accountants Program, Sage Intacct
      • LinkedIn: https://www.linkedin.com/in/kevincumley/
      • Twitter: https://twitter.com/KevinCumley

    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. 

    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: 

    • April Blankenship
      • https://twitter.com/aprilblnknshp
      • https://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2
    20 min
  • Intuit acquires ChronoBooks & news from Xerocon London

    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

    • 02:47 – Building stronger relationships? You need the Father-Son Podcasting Microphone — SNL | YouTube 
    • 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 
    • 06:33 – Another five-star review! Thank you!  
    • 07:20 – In case you missed it, check out Episode 129 to get the latest accounting news to come out of Quickbooks Connect 2019! 
    • 08:40 – Intuit’s acquisition of ChronoBooks offers enhanced productivity with QuickBooks Online Advanced | QuickBooks Blog 
    • 11:17 – Xero’s half year 2020 results & from Xerocon London, announcing Net Zero! | Xero Blog 
    • 13:42 – Pay with TransferWise: Xero’s bringing another way to pay and manage your bills | Xero Blog 
    • 17:26 – Xero teams up with GoCardless to launch an integration that helps combat late payments in the Americas | Xero Blog
    • 20:40 – “Xero needs to Square up!” | Livewire
    • 24:15 – “Where Will Square Be in 10 Years?” | The Motley Fool 
    • 26:06 – First Bank of Google? It all starts with offering consumer checking accounts | The Washington Post
    • 29:50 – You wanna start a Revolut-ion? First, you need some people! | PYMNTS.com
    • 30:02 – Payro to the rescue – if you can’t meet payroll, short term … | PYMNTS.com 
    • 30:16 – With this QuickBooks and Tide integration, you can clean up some tedious bookkeeping tasks | Bank Innovation
    • 30:42 – Surprise! You’re Broke! | WIRED
    • 34:39 – You need to get your personal financial s$&# together with Blake’s new favorite app! |YNAB
    • 38:05 – I can’t get no satisfaction – why one in three millennial biz owners are not happy |Accountancy Daily
    • 39:28 – To kill a tree, or not to kill a tree - firms are divided | CPA Trendlines
    • 41:25 – “The Truth about QuickBooks™ Files” | LinkedIn
    • 45:44 – Can you prove David Wrong, or prove Blake right? Let them know! 
    • 49:04 – Better late than never – 1Password rakes in $200M in Series-A funding | TechCrunch
    • 50:10 – Former guest, Matt Paff on the “8 trends in the Accountant's Software Industry” | LinkedIn
    • 51:21 – David recommends a lower-tech password solution – PasswordCard.org
    • 51:59 – How does Disney+ relate to accounting? | CNET 
    • 58:34 – The coolest selfie ever? 

    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


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    1 hr 1 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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