The Accounting Podcast

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

• 00:45 – Meet Valerie! 
• 01:44 – Meet David! 
• 02:09 – Live fast, cloud-account hard! David’s firm, ENVOLTA, has hit Hubdoc’s Top 50 North American Cloud Accountants and The Ottawa Business Journal’s Fastest-Growing Companies list multiple times! | Ottawa Business Journal
• 03:00 – Breaking news! The world does not stop when we attend accounting conferences! 
• 03:47 – News from QuickBooks Connect! | Accounting Today
• 07:08 – Like a spell-checker, only for accounting processes - one new QB feature, Bookkeeping Review, helps you find, and correct errors, with customization options for each client
• 08:52 – Bookkeeping Review gives users almost real-time accounting, and eliminates a lot of year-end close headaches, especially around tax
• 10:26 – What makes QuickBooks's Business Performance Overview tool outperform similar tools from competitors? 
• 12:39 – Benchmarking tools are splendid, but how do you know the data is solid? 
• 15:35 – Using powerful review and benchmarking tools provides a solid foundation for effective advisory
• 17:29 – How do we build, a bigger, better Cadillac of accounting tools? 
• 18:34 – Will too many apps spoil the tech stack? | Financial Times
• 21:44 – When FASB speaks, accounting apps, like LeaseQuery run with it! | Business Wire 
• 23:14 – Bankifi is throwing down the Banking-as-a-Service gauntlet | Forbes
• 27:11 – Is another tax software company getting ready to bite the dust? 
• 28:37 – The MyPayrollHR dominoes keep falling – Cachet ceases accepting ACH deposits for payroll | Cachet Financial Services
• 29:57 – Cachet’s decision leaves companies, like Vermont-based PayData, holding the bag | VTDigger 
• 32:15 – CYA with insurance – the best way to protect yourself and your firm when you’re stuck in the tangled web of apps and services
• 33:02 – David DiNardo's parting wisdom: accounting and bookkeeping firms should go social! Not only is it good for marketing, but it's an excellent way to network and stay on top of what's going on! 

Connect with David and Valerie

• David DiNardo: 
  • LinkedIn: https://www.linkedin.com/in/david-dinardo-mba-42344599/
  • Website: https://envolta.ca/
• Valerie Heckman: 
  • LinkedIn: https://www.linkedin.com/in/valerieheckman/
  • Twitter: https://twitter.com/vheckman

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 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  

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

• 01:17 – Acuity - firm of the future today - operating almost completely with a remote workforce! 
• 03:54 – Is your job on the automation chopping block? Find out, here 
• 04:30 – Even with the gloom-doom reports, the demand for accountants is still going up | University of Oxford – Oxford Martin School 
• 06:14 – Kenji notes that the fear of automation is driving curiosity and adaptation in the face of such huge changes
• 08:30 – Meet Sammy and Lisa!
• 08:59 – Sammy defines bookkeeping as a combination of traditional bookkeeping services,  some more  listening, and more advisory
• 09:37 – Lisa's definition of customer success is matching clients with the right tech, at the right time, so they can benefit from Acuity's full range of services
• 11:29 – Bank feeds are a constant source of frustration for accountants and clients alike
• 13:38 – Acuity's bookkeeping team uses a standard tech stack, including QBO and Xero, to ensure consistent service
• 16:53 – Accounting FOR food trucks FROM a 'food' truck - a new career move for your hosts? 
• 17:42 – We ain’t afraid ’a no oversized accounting-tech ecosystem chart! | Accountex
• 18:29 – Lisa thinks that eventually, the mind-boggling array of accounting apps are going to consolidate into bigger, better tools. 
• 19:01 – The Cloud Accounting Podcast - World-class recruiting tool! Listen, learn, and find excellent new hires! 
• 20:17 – Meet Graham and Ann! 
• 21:06 – Ann gives the rundown on Acuity's controller team functions
• 23:02 – Graham explains how Acuity's CFO group makes life easier for clients
• 23:52 – The bigger the data stack, the bigger the responsibility. 
• 24:19 – When do you need CFO services? 
• 27:01 – Graham shares some advice on getting into the advisory game
• 30:04 – What is community-adjusted EBITDA? 
• 30:34 – Non-GAAP metrics can be used to get a clearer picture of a company's performance
• 31:06 – GAAP might not be fairly addressing human capital, but Acuity is by investing in its people
• 32:08 – Is accounting still relevant? 
• 32:51 – When it comes to providing stellar service, data is king, even if it's non-financial
• 35:10 – The WeWork snafu is proof that the free market works
• 37:02 – Adapt or die? | TechRadar
• 37:59 – David says data is going to level the playing field and what really matters is people, culture, and company values 

Connect with the Acuity Team

• Acuity: https://acuity.co/
• Matthew May, Founder, VP Sales and Marketing
  • LinkedIn: https://www.linkedin.com/in/thetechcpa/
  • Twitter: @thetechCPA
• Kenji Kuramoto, Founder & CEO
  • LinkedIn: https://www.linkedin.com/in/kenjikuramoto/
  • Twitter: @kenjikuramoto
• Lisa Gilreath, VP of Operations
  • LinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/
  • Twitter: @lkgilreath
• Ann O'Dea, Controller Team Lead
  • LinkedIn: https://www.linkedin.com/mynetwork/invite-sent/ann-o-dea-a61263118/
• Sammy Siddique, Cloud Accounting Team Lead
  • LinkedIn: https://www.linkedin.com/in/sammy-siddique-64446932/
  • Twitter: @sammy3042
• Graham Wood, CFO
  • LinkedIn: https://www.linkedin.com/in/grahamwoodjr/
• Kai Moon, Senior Customer Success Advocate
  • LinkedIn: https://www.linkedin.com/in/hikaimoon/
  • Twitter: @hikaimoon

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 and David in person! 

• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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  

Sponsors

Right Networks: https://cloudaccountingpodcast.promo/rncloud

Show Notes

• 00:17 – Meet Cash Flow Mike! 
• 00:36 – Cash flow is king - It's how businesses keep their doors open
• 01:26 – Mike teaches banks effective methods for communicating with small-biz owners
• 01:50 – Mike teaches from the standpoint of necessary advising, instead of trusted advising
• 03:41 – Want to add advisory to your practice? Learn how to tap into your experiences and tell that story
• 04:49 – Mike says it's imperative to start with the end in mind - and map out that advisor/client relationship 
• 06:55 – Since everything you do impacts cash flow, you need to know the reason why  you're making every single transaction
• 09:01 – Run your firm like you're going to sell it - keep it show-ready every day
• 09:34 – Stupid cash flow tricks 
• 12:01 – You don't need fancy tools and software, but you do need to track everything - what's coming in, what's going out, and the timing of it all
• 14:15 – When it comes to cash flow, looking ahead gives you time and options
• 14:35 – Practice what you preach. When it comes to advisory, if you believe in what you're selling, why aren't you doing it? 
• 15:20 – What comes in should match what's going out
• 18:39 – A discussion on how having more month than money and oversized growth affects startups like WeWork | NYT 

Connect with Mike Milan

• Linkedin: linkedin.com/in/mikemilan/
• Website: https://www.elevatefinancialtraining.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. 

Meet Blake and David in person! 

• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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

Sponsors

Right Networks: https://cloudaccountingpodcast.promo/rncloud

Show Notes

00:40 – Welcome Jose and Tony! 
01:13 – Tony explains the Latino Tax Professionals Association’s mission
02:37 – The fast-growing Latinx small-business market is largely underserved in the U.S.
04:59 – Uncle Sam wants you  -  even if you're an illegal immigrant - to pay your taxes
05:32 – There's a delicate balancing act of compliance with the IRS, or the government
06:31 – Jose tells undocumented clients that filing a return is an imperative step in becoming a citizen or getting authorization to work in the U.S.
07:15 – Tony explains how the mixed-status family can mix up your brain when trying to file that type of tax return
09:12 – Jose talks about the absolute necessity for education to prevent Latino small-owners from making huge mistakes with their finances and taxes
11:05 – Talking diversity, and the perceived, or real lack thereof in the accounting profession
12:48 –  Financial illiteracy may be what gets in the way of Latino entrepreneurs being able to grow their businesses | Stanford Graduate School of Business
14:32 – Jose says while most Latino business owners speak English and use English-language products, they prefer to consume educational content in Spanish
15:21 – Translating your educational content into other languages will pay off  in the long run
18:25 – Scaling New Heights started offering Spanish-speaking tracks in 2017  | Woodard.com
19:12 – To reach the Latinx market, try a less salesy, more genuine approach
20:12 – Tony explains how Contabi Alliance takes the mission of serving the underserved to the Latin American countries, providing resources and education for accountants and bookkeepers who don’t have access to the tools and technology available in the States
22:00 – Each country has its own particular accounting rules and regulations to navigate

24:35 – There's a huge shortage of third-party apps that connect Latinx accounting software to the global players, such as Xero and Intuit

25:25 – What kinds of opportunity exist for Latin American countries that want to expand into the U.S.? 

26:54 – Jose may have the world’s longest social media profile! 

28:39 – Latino Tax Fest – parties, pools, and education! 

Connect with our guests

• Jose Zavala
  • LinkedIn: https://www.linkedin.com/in/jzavala03/
  • Twitter: https://twitter.com/ztxadvisors
  • Email: [email protected]
  • More About the Xero Virtual Hour: https://www.xero.com/us/partner-programs/partners/xerohour/
• Tony Martinez
  • LinkedIn: https://www.linkedin.com/in/tony-martinez-a095613a/
  • Website: https://latinotaxpro.com/
  • Email: antonio.martinez@latinotaxpro.org
  • Latino Tax Fest: https://latinotaxfest.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. 

Meet Blake and David in person! 

• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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

Show Notes

Handles and Hashtags for Contest
Twitter: @CloudAcctPod
Facebook: @CloudAccountingPodcast
LinkedIn: @CloudAccountingPodcast
Official QuickBooks Connect hashtag: #QBConnect

Get in Touch

Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. 

Meet Blake and David in person! 

• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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  

Transcript

Hey there, Cloud Accounting Podcast listeners!

Have you dreamed of being a guest on the Cloud Accounting Podcast? 

Are you going to QuickBooks Connect next week?

If you answered YES to both these questions, you’ll want to turn up the volume so you don’t miss anything I’m about to say. [pause]

We are running a contest so that one of our lucky listeners can co-host our news roundup episode that we record at QuickBooks Connect 2019.

Here is how you can enter to win:

-Between now and Wednesday, November 6th, 2019 at 12:00 pm Pacific time.

-Tweet, post to Facebook or share on LinkedIn 

-Telling the world, WHY… YOU... want to be ...and ...should be... a co-host of the Cloud Accounting Podcast at QuickBooks Connect.

Here’s the most important part:

Be sure to properly tag the Cloud Accounting Podcast in your post… AND ...you must also use the hashtag #QBConnect. Hit the show notes if you are unsure of any handles or hashtags.

We’ll announce the winner during the official QuickBooks Connect welcome reception on the evening of November 6th.

Even though … the most Likes, Retweets, and Comments won’t guarantee that you’ll be the winner, it will most definitely keep your post at the top of those AI-based social algorithms.

Good luck, and see you in a few days!

P.S. If any of you try to have your automated BOTS game this contest, you’ll for sure be on the podcast, just not in the good way. smile face emoji

Sponsors

Right Networks: https://cloudaccountingpodcast.promo/rncloud

Show Notes

• 00:13 – We managed to get three editors from the top competing accounting media properties together in one spot! 
• 00:35 – We asked the panel  - what is top of mind in the accounting industry? 
• 01:13 – For Accounting Today, Dan says tax and tech is at the top of readers' minds
• 02:00 – Dan reveals a bit about AccountingWEB's approach to sharing relevant accounting news
• 03:04 – Jess says tax law changes are what keep accountants employed
• 03:48 – Dan says hyper-focusing too much on one specific topic, like tax, means you're missing out on the bigger and more important accounting-industry picture
• 05:15 – Like it or not, Jess says advisory is in your future,
• 06:39 – Dan says accountants need to realize that they're much more comfortable with change than they believe
• 07:47 – Don't forget that small and mid-sized firm owners are entrepreneurs, combining that perceived conservatism with a huge amount of risk
• 08:43 – Jess says the constant barrage of "Do Advisory" advice started with vendors
• 10:53 – Seth notes that there's a dark tech and automated cloud looming over the billable hour 
• 11:38 – The concept of killing the billable hour isn't a new one
• 13:42 – Turn and face the change - The gentleman talk about the transformation from paper to digital in accounting media
• 14:20 – If you want to stay on top, you've got to be willing to meet your clients where they are
• 15:53 – Seth talks about the art of fine-tuning the accounting content to stay connected to readers
• 17:08 – Who's gonna drive you home? The data is - in media, and the accounting industry
• 18:35 – The guys talk "A" words - automation and advisory
• 20:49 – As advisory services start to play a bigger role, the bigger firms are starting to be more selective about their client lists
• 22:32 – Dan's theory - AI and advisory are going to position the smaller accounting firms for bigger success
• 23:41 – Jess says there are three levels, when it comes to the evolution of accounting - Let's do it, Help Me do it, and Leave Me Alone!
• 26:11 – Seth's conclusion - Automation enables greater profitability 

Connect with our guests

• Dan Hood, Editor-in-Chief of Accounting Today: https://www.linkedin.com/in/daniel-hood-3494ab49/
• Seth Fineberg, Managing Editor of AccountingWEB: https://www.linkedin.com/in/seth-fineberg-86aa8663/
• Jess Scheer, Executive Editor of Accountex Network:https://www.linkedin.com/in/jess-scheer-43038610/

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 and David in person! 

• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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

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

• 00:12 – Meet our guest, Ethan Rouen, Assistant Professor of Accounting at Harvard Business School
• 01:27 – The gentleman dissect Ethan’s article, “The Problem with Accounting for Employees as Costs Instead of Assets”
• 01:50 – Blake found a lot of similarities to Baruch Lev’s “The End of Accounting” in Ethan’s article | WSJ
• 02:30 – Using GAAP today is like fixing a Tesla with a Model T manual
• 04:12 – Why the lack of reporting human capital is a huge problem
• 05:32 – Will disclosures on human capital get political? 
• 06:48 – Reporting human capital tells a more compelling story to investors
• 08:21 – Offering high-quality employee development programs is one way to ride out the economic storms | WSJ
• 10:28 – There needs to be a broader range of rules in GAAP for telling the stories of these companies
• 12:04 – The more things change, the more they stay the same, especially where GAAP is concerned
• 13:58 – Nap time for David? Ethan talks about Boeing’s use of program accounting | The CPA Journal
• 15:30 – David finally weighs in – Given the emotional climate of investing, what exactly is GAAP used for? 
• 17:06 – Regardless of investors’ evaluation tactics, Ethan still thinks GAAP is relevant
• 19:10 – Is Ethan a social-media anomaly? 
• 23:04 – More insightful Cloud Accounting Podcast content is on the way! Subscribe now, so you don’t miss out!  
• 23:28 – Innovation is the theme of Sage Intacct Advantage 2019 | GlobeNewswire
• 24:36 – Finance 3.0, Intelligent GL (AI), product announcements, and more key takeaways from the conference
• 28:43 – Sage’s goal is to “eliminate the close …” stay tuned for more insight on this aspiration from Sage CTO Aaron Harris in a future interview
• 30:13 – Some hints about what will become of the AutoEntry acquisition? 
• 32:50 – Mark your calendars! Intacct Advantage 2020 hits sunny Florida!
• 34:15 – Update on the QuickBooks Desktop Payroll discontinuation – So far, it’s only in the UK version! | Intuit QuickBooks
• 35:24 – Billtrust is the latest target for ransomware-ers | Krebs on Security
• 37:16 – Want Higher Profits? Hire a Female CEO, CFO | Korn Ferry
• 39:14 – The opposite of woke … E&Y instructs its female counterparts on the art of dressing and behaving appropriately? | The Huffington Post
• 40:44 – Nuke launches have gone digital … We feel so much safer now | Engadget

Connect with Ethan Rouen

LinkedIn: https://www.linkedin.com/in/ethan-rouen-16a9551/
Website: http://www.ethanrouen.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. 

Meet Blake and David in person! 

• October 29-30: AcuityCon in Atlanta
• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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

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 

• 00:16 – Putting a face to fraud - Michael Mann finally appears, at least in pictorial form | Daily Mail UK
• 01:18 – Practicing for his big act? The Daily Mail article includes a video clip from what seems to be some form of corporate roleplaying/training. Enjoy. 
• 03:02 – Come rain, sleet, snow, or fire alarm, some Big Four firms file returns no matter what! 
• 03:44 – More automation from Square with Square Assistant for AI-powered scheduling and messaging | Square 
• 04:12 – Square’s hitting the Books … The GL kind | Square
• 07:03 – Square - reinventing the accounting wheel one double entry at a time
• 08:04 – Is this all part of Square's plan to become a bank? 
• 11:38 – Square deals meals - Square for Restaurants brings management tools to the table | Square
• 12:53 – Meals on wheels? Along with the management toolset, Square for Restaurants integrates with Caviar, their meal-delivery service
• 14:55 – Outside looking in? How do accountants and bookkeepers stay relevant in the face of the ever-increasing automation and DIY accounting tools? 
• 16:39 – Who's really in charge? With Big Tech firms  controlling the software on your PC, how much control do you have left? | Yahoo!
• 20:13 – There is no such thing as free! Reckon cuts off customers until they buy new licenses | The Sydney Morning Herald
• 21:36 – QB Desktop Payroll gone come 2020 | Intuit QuickBooks
• 23:36 – Hubdoc Xeros in on better functionality with new permissions features | Xero Blog
• 24:33 – Can a Xero change its Stripe? Xero adds several new functions to its Stripe integration 
• 25:39 – Bill.com's moving on up to the midmarket with their latest round of features | Finextra 
• 28:00 – Veem and Zapier have joined forces to add even more functionality to Veem's payment service | Veem
• 31:57 – Need to learn how to use Zapier? Find a trainer, like Heather Satterly to help you out | Nerd Enterprises
• 32:06 – Gusto adds to their FreshBooks integration | FreshBooks
• 33:01 – No more slacking off, with new custom workflows in Slack | Slack Blog
• 35:06 – ScaleFactor unleashes a small-biz credit card | BusinessWire
• 36:08 – Small banks-tech company collabs aren't just a fad, but how much is too much when it comes to growth? | Bank Innovation
• 36:45 – Chime broke the bank, literally, when their app completely shut down | CNBC
• 38:14 – Well, actually, Galileo, the company powering Chime, was the true source of the outage 
• 38:49 – Galileo didn't seem to have time to worry about the Chime outage. They were too busy touting their latest $77 million raise
• 41:16 – Leave your hubris at the door, please - these bank-tech firms might want to start focusing more on their 'users' and less on their egos
• 42:47 – Shirts, and stickers, and merch, oh my! Get your official and limited edition Cloud Accounting Podcast stuffs now! 

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 and David in person! 

• October 22-25: Sage Intacct Advantage in Las Vegas
• October 29-30: AcuityCon in Atlanta
• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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

Sponsors

Right Networks: https://cloudaccountingpodcast.promo/rncloud

Show Notes

• 00:35 – If you're moving to remote work, here are some key things to consider
• 01:35 – Let's get digital, digital ... When going remote, all your company's data ,  and processes need to be digitized
• 02:31 -- Having the right software and tools in place, along with digitized date ensures that you and your employees can work any place, any time
• 03:01 – As we discussed in Ep. 121, security is a crucial component of setting up your remote workforce
•  06:03 – Roman says most accountants favor Microsoft's collection of collaboration tools, especially for remote work
• 06:42 – Team chat or collab tools make it very easy to see who's available when
• 11:19 – Removing the guesswork - collaboration tools, such as Teams, keep all the information  from every conversation in one place, eliminating the wasted time of searching email threads for just one thing | Microsoft.com
• 12:46 – First things first - what's the first thing firm owners should consider about going remote? 
• 13:32 – The key ingredient for a successful remote-work situation  is to use the right systems and tools for the situation! 
• 13:41 – The best candidates for remote opportunities  are those with experience, and who need very little supervision
• 14:34 – It pays dividends to keep your top employees engaged, and happy, even if that means letting them go remote
• 16:25 – Letting employees work when and where they want means more productivity and less wasted time
• 18:09 – You can accomplish more, and still have those watercooler convos, all from the comfort of home 

Connect with Roman H. Kepczyk, CPA.CITP, CGMA

• Website: https://www.rightnetworks.com/roman-kepczyk/
• Right Networks Blog: https://www.rightnetworks.com/blog/
• Twitter: https://twitter.com/romancitp
• LinkedIn: https://www.linkedin.com/in/romankepczyk/

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 and David in person! 

• October 22-25: Sage Intacct Advantage in Las Vegas
• October 29-30: AcuityCon in Atlanta
• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• December 9-11: Digital CPA Conference in Seattle

Limited edition shirts, stickers, and other necessities.

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

Subscribe

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Spotify: http://cloudacctpod.link/Spotify

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Right Networks: https://cloudaccountingpodcast.promo/rncloud

Show Notes

• 01:39 – With the rise in ransomware rampages, it's more crucial than ever to protect your company's data 
• 02:07 – Roman explains the Right Networks disk-to-disk-to-offsite backup process 
• 03:14 – Don't get caught with your cloud down ... Just because your data is in the cloud, doesn't remove your responsibility to make regular backups here on earth 
• 04:05 – You can't tune a phish - Training employees to recognize phishing emails is an important step in safeguarding company  data 
• 05:31 – It's trickier to spot phishers on smartphones, since you can't see the full URL
• 07:27 – Stop being so predictable! Using the same password for all your websites is just an open invitation to hackers 
• 11:12 – Roman suggests checking your online bank accounts daily, in the morning, especially if you travel and swipe cards frequently in numerous locations 
• 12:27 – Target practice? With digital threats constantly changing and evolving, small businesses need experienced, well-trained IT security providers to help protect systems
• 15:46 – Roman shares some more details about services that provide phish-attack testing for employees, and the process Right Networks uses for its own people 

Connect with Roman H. Kepczyk, CPA.CITP, CGMA

• Website: https://www.rightnetworks.com/roman-kepczyk
• Right Networks Blog: https://www.rightnetworks.com/blog/
• Twitter: https://twitter.com/romancitp
• LinkedIn: https://www.linkedin.com/in/romankepczyk/

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 and David in person! 

• October 22-25: Sage Intacct Advantage in Las Vegas
• October 29-30: AcuityCon in Atlanta
• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• 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