The Accounting Podcast (Blake Oliver & David Leary)
Explorez tous les épisodes de The Accounting Podcast
| Date | Titre | Durée | |
|---|---|---|---|
| 18 Jan 2025 | Ohio Killed The 150-Hour Rule - Who's Next? | 01:16:45 | |
Blake and David dive into major industry news, including Ohio ending the 150-hour CPA rule, setting a potential precedent for other states. They also discuss the Blackston acquisition of Citrin Cooperman and explore the implications of private equity involvement in accounting firms. Moving on, they examine workplace trends, including new data revealing that 61% of medium and large employers now require minimum in-office days, and debate the effectiveness of Net Promoter Scores (NPS) in accounting firms. Sponsors Chapters
Show Notes Return-to-office policies gain steam Citrin Cooperman, a Leading Professional Services Firm, to Receive Significant Investment as Blackstone Acquires Stake from New Mountain Capital Ohio is the first state to end the 150-hour rule for CPA licensure https://www.blakeoliver.com/blog/ohio-first-state-to-end-the-150-hour-rule-for-cpa-licensure Ohio gov signs alternative CPA licensure pathway bill into law Thomson Reuters Acquires SafeSend, Expanding Tax Automation Capabilities Xero Partners with Gusto to Offer Integrated Payroll Solution https://www.wellesleyhillsfinancial.com/2025/01/05/xero-partners-with-gusto-to-offer-integrated-payroll-solution/ https://ramp.com/integrations/quickbooks-desktop Hindenburg Research short on used-car retailer Carvana Enforcement Activity Involving Auditors – 2024 Mid-Year Update Amid Barely ‘Average’ Client Satisfaction, Why Aren’t More Firms Using NPS to Improve? The federal government just got the greenlight to sell $6.5 billion in Bitcoin seized from Silk Road https://fortune.com/crypto/2025/01/09/federal-government-allowed-sell-bitcoin-silk-road-courts/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 18 Jul 2023 | Review of TurboTax LIVE Full Service Business 2023 for Tax Professionals | 00:48:18 | |
Join Blake Oliver, CPA, and David Leary as they review using TurboTax Live Full Service for their business taxes. See their candid reactions and feedback as they go through the process of filing their 2022 taxes with TurboTax for the first time. Blake and David walk through the steps of getting matched with a tax expert, gathering documents, communicating with their preparer, and finally filing their partnership return. You'll look at the portal used for document exchange, see the questions asked during onboarding, and find out what last-minute items held up their return filing. See if the "tax expert" delivers and how the return process compares to working directly with a CPA or EA. If you're on the fence about trying TurboTax Live Full Service for your business taxes, this candid review will showcase the pros and cons to help you decide. Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 26 Jan 2020 | We've Got No Goodwill for Goodwill & the Pentagon Sucks at Accounting | 00:55:50 | |
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Show Notes
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!
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| 11 May 2020 | Demand for PPP Cools Due to Worries About Loan Forgiveness | 00:47:48 | |
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Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcript Are you struggling to free up time for client advisory work? Is scope creep hurting your fixed-pricing model? Are your quality-control processes lacking? Is your staff stuck in a never-ending monthly close process? Ever wish you had a genie that could help you out? Stay tuned to hear more from our sponsor, SmartBooks Genie, later in the episode. ... | |||
| 11 Feb 2020 | How Excel Helped Win (Steal?) the World Series | 00:54:08 | |
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Show Notes
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!
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| 25 Aug 2022 | Trump CFO Pleads Guilty to Tax Fraud | 01:06:40 | |
Sponsors FreshBooks https://cloudaccountingpodcast.promo/freshbooks Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 1:46 – 🚀Big news from David Leary and Blake Oliver! 🚀 https://www.linkedin.com/pulse/big-news-from-david-leary-blake-oliver-david-leary-/
2:14 – Dotcom Pioneer AccountingWEB Shuts Down - CPA Trendlines https://cpatrendlines.com/2022/08/18/dotcom-pioneer-accountingweb-shuts-down/
3:43 – Sift to Close AccountingWEB US Division https://www.sift.co.uk/blog/sift-closes-accountingweb-us/
5:58 – IRS issues immediate guidance for EV credits under Inflation Reduction Act
7:24 – Yellen sets six-month timeline for IRS plan to target tax cheats | Accounting Today
Yellen: These are the 4 priorities for the $80 billion in IRS funding
IRS Funding: Inflation Reduction Act IRS Tax Enforcement Provisions https://taxfoundation.org/inflation-reduction-act-irs-funding/
11:21 – Inflation Reduction Act potentially doubles R&D tax credit | Accounting Today https://www.accountingtoday.com/news/inflation-reduction-act-potentially-doubles-r-d-tax-credit
15:00 – Prosecutors Struggle to Catch Up to a Tidal Wave of Pandemic Fraud https://www.nytimes.com/2022/08/16/business/economy/covid-pandemic-fraud.html
COVID Fraud Could Hit $163B, Experts Say https://www.pymnts.com/news/security-and-risk/2022/covid-fraud-could-hit-163b-experts-say/
Bills extend statute of limitation for prosecuting PPP, EIDL fraud - Journal of Accountancy
18:06 – A Plethora of Pandemic PPP Fraud – Oh My Fraud https://ohmyfraud.com/episodes/ppp-placeholder
19:28 – Trump Organization, CFO tax-fraud trial to begin Oct. 24 | Accounting Today https://www.accountingtoday.com/articles/trump-organization-cfo-tax-fraud-trial-to-begin-oct-24
Ex-finance chief of the Trump Organization Allen Weisselberg pleads guilty to tax crimes
23:32 – Tether said it switched the accounting firm that signs off on its attestation reports to BDO Italia
Bankrupt Crypto Brokerage Voyager Ordered to Cease False Promises About U.S. Banking Insurance – WSJ
Voyager customers beg New York judge for money back after bankruptcy
32:41 – Revenue from crypto scams down 65%, crypto hacks up 58% | Accounting Today https://www.accountingtoday.com/news/revenue-from-crypto-scams-down-65-crypto-hacks-up-58
34:21 – IRS expands crypto question on draft version of 1040 | Accounting Today https://www.accountingtoday.com/news/irs-expands-crypto-question-on-draft-version-of-1040
36:51 – TikTok: Mid range-entry level pay bands for Deloitte https://www.tiktok.com/t/ZTRyYgTKT/
40:47 – Request Finance Introduces ‘Salaries’ Feature to Automate Crypto Payroll
44:41 – Latest product news — August 2022 | Xero Blog https://www.xero.com/blog/2022/08/product-news-august-2022/
48:16 – Sage Launches Canadian Sage Payroll Version
Sage acquires accounting software provider Lockstep | Accounting Today https://www.accountingtoday.com/news/sage-acquires-accounting-software-provider-lockstep
Sage to acquire Lockstep | |||
| 07 Mar 2024 | Weighing The Risks and Rewards Of Surge Pricing Tax Returns | 01:11:04 | |
Fast food chain Wendy's considers demand pricing – should your firm, too? We discuss the potential for surge pricing tax returns to smooth workload and raise revenue. We also dive into new AI-powered accounting productivity tools from Sage and Xero, Zoho's $5 per user practice management suite, and analyze the results of our listener survey. Sponsors Chapters
Show Notes Introduction to QuickBooks Solopreneur (intuit.com)
Practice software features for businesses | Zoho practice
FTC alleges H&R Block deleted customer tax data, used deceptive advertising IRS Direct File free tax system moves into public test phase
Intuit introduces QuickBooks Solopreneur for one-person businesses
H&R Block’s online tax prep tricked customers into paying more money, FTC claims
AI will 'change nature' of accounting, says Sage boss
Sage launches generative AI copilot assistant for SME accounting
H&R Block ‘Data Wiping’ and Upgrade Policies Harm Taxpayers, FTC Says
Expert Examines AI's Role in Accounting Education
Sage Intacct Unveils New Features to Streamline Operations and Boost Productivity
Zoho dives into practice management with Zoho Practice
Xero's AI Leap: Unveiling 'Just Ask Xero' to Revolutionize Small Business Accounting
How GenAI will shape the future for our customers
IRS reopens Direct File testing after pause
Study: ChatGPT Won’t Be Replacing Accounting Professors In the Near Future
ChatGPT in Education: Study Reveals Utility and Limits in Financial Accounting Learning
Xero wants to use AI to help your SMB solve all its accounting woes
Wendys surge pricing ai backlash internet Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 26 May 2020 | What Intuit, Xero, and Sage Earnings Say about Cloud Accounting | 00:58:39 | |
Sponsors
Show Notes
Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePubl... | |||
| 05 Oct 2023 | Straight Talk on Accounting's Big Issues with Dr. Sharon Lassar | 00:46:27 | |
Sharon Lassar, Ph.D., CPA, and Director of the School of Accountancy at the University of Denver, shares concerns and perspectives on CPA licensure, including the resistance to changing the 150-hour requirement, the challenges of online learning and potential cheating, the impact on the value of the CPA designation, and the need for leadership and action from organizations like the AICPA and NASBA to address these issues and improve the profession. Meet Our Guest: Sharon Lassar, Ph.D., CPA Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 04 Apr 2024 | Pizza Parties Boost Morale | 00:59:58 | |
Blake and David dig through the latest accounting news, including the effectiveness of pizza parties in boosting accounting firm morale, the record number of baby boomers reaching retirement age, and the impact on Social Security, as well as the massive amount of COVID-related fraud originating in South Florida. They also take a look at audit integrity issues, the long working hours in accounting, and some of the latest app headlines. Sponsors Chapters
Show Notes FTX Founder Sam Bankman-Fried Sentenced to 25 Years https://www.wsj.com/finance/currencies/sam-bankman-fried-sentencing-ftx-fraud-2d92fce9?st=d45lmr6uc8gg6wc Trump ‘cheats like a mafia accountant’ at golf, writer who played with him says - pennlive.com https://www.pennlive.com/news/2024/03/trump-cheats-like-a-mafia-accountant-at-golf-writer-who-played-with-him-says.html Big 4 Transparency - Awards Season 🏆 PCAOB bars Colorado firm Gries & Associates from doing audits | Accounting Today San Francisco 49ers docked 2025 fifth-round draft pick for accounting error | FOX Sports
Audit Plan to Flag Illegal Acts Needs Do-Over, Critics Charge
Blackrock larry fink annual letter 8484e68e https://www.wsj.com/finance/investing/blackrock-larry-fink-annual-letter-8484e68e
Ahead of sentencing, SBF team argues for 5-6 years in jail because FTX customers will get money back
The Home Stretch: Strategies & insights for today’s tax professionals as their busy season concludes https://www.thomsonreuters.com/en-us/posts/tax-and-accounting/home-stretch-tax-professionals/
Trump's social media company rises 16% in first day trading gains, but the stock could fall 95%, says an IPO expert https://fortune.com/2024/03/26/trump-social-media-rises-trading-gains-fall-expert/
FTX founder Sam Bankman-Fried gets 25 years in prison
IRS Criminal Investigation Says COVID-Related Fraud Totaled Nearly $9 Billion
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? ... | |||
| 17 Mar 2025 | The Broken CPA Exam: Why Pass Rates Are Collapsing and How to Fix It | 00:17:30 | |
Is the CPA exam fundamentally flawed? With FAR section pass rates plummeting to a 15-year low of 36% and a staggering 40-point gap between discipline section pass rates, something isn't adding up. Dr. Josh McGowan of Troy University joins Blake Oliver to dissect these troubling statistics and explore how the 2024 CPA Evolution model may be inadvertently pushing candidates toward "easier" disciplines. They tackle the growing movement to drop the 150-hour requirement and propose a provocative solution: splitting the credential into specialized tax and financial/audit pathways. Whether you're preparing for the exam or leading a firm, this conversation reveals how accounting's licensing system might finally evolve beyond its one-size-fits-all approach. Meet Our Guest, Dr. Josh McGowan, CPA Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 28 Jul 2022 | Accountants Voted Best Kissers | 01:18:03 | |
Sponsors Canopy: https://www.cloudaccountingpodcast.promo/canopy Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 1:11 – Accountants are voted the best kissers in Britain ahead of doctors and nurses | Daily Mail Online
4:34 – How Will ESG Impact be Measured? https://www.cfo.com/accounting-tax/disclosure/2022/07/esg-disclosures-impact-accounting-regulation/
8:19 – Tesla sells 75% of its bitcoin as profits slump due to production challenges https://www.theguardian.com/technology/2022/jul/20/tesla-second-quarter-earnings-elon-musk
9:09 – FBI warns $42.7 million stolen via fake crypto trading apps https://www.accountingtoday.com/news/fbi-warns-42-7-million-stolen-via-fake-crypto-trading-apps
11:14 – FASB Scraps Project on Goodwill Accounting, Disclosure – WSJ https://www.wsj.com/amp/articles/fasb-scraps-project-on-goodwill-accounting-disclosure-11655317940
15:05 – Inflation Puts Spotlight on Companies’ Use of Last-In, First-Out Accounting – WSJ
19:07 – EY suffers payroll problem | Accounting Today https://www.accountingtoday.com/news/ey-suffers-payroll-problem
21:16 – Is remote work effective: We finally have the data | McKinsey
92 million US workers now have the opportunity to work remotely: survey - The Verge https://www.theverge.com/2022/6/28/23186112/us-flexible-remote-hybrid-work-survey-mckinsey
25:50 – Cherry Bekaert receives private equity funding from Parthenon Capital | Accounting Today
26:37 – Two U.S. Attorneys are investigating Kabbage’s PPP lending | Miami Herald https://www.miamiherald.com/news/local/crime/article263376788.html
31:47 – Xerocon London updates – Recorder https://recorder.google.com/share/424be2ce-ba19-4fc6-8377-a6fd5b149552
Xero releases Xero Go app to provide basic accounting to small business owners, freelancers
Announcing Xero Go: Our new app for UK-based sole traders https://www.xero.com/blog/2022/07/xero-go-for-uk-based-sole-traders/
38:02 – Xero reveals future of accounting https://gadget.co.za/xero-reveals-future-of-accounting/
38:48 – Announcing Excel Live - Transform Microsoft Teams meetings with real-time collaboration - Microsoft Tech Community
41:28 – Sage deepens Microsoft partnership and “unveils” Sage Active –
43:46 – Accountants: How to Manage Your Clients’ Chart of Accounts in FreshBooks | FreshBooks Blog https://www.freshbooks.com/blog/manage-client-chart-of-accounts
47:16 – NetSuite rolls out new Smart Count solution plus improvements to Analytics Warehouse | Accounting Today
49:07 – Why did Intuit decide to stop offering QuickBooks in India? https://www.mmcconvert.com/blog/intuit-stop-offering-quickbooks-in-india/
Discontinuation of QuickBooks in India https://quickbooks.intuit.com/in/notice/
Zoho to hire 2,000 people, expand operations in India, abroad
52:06 – Voicemail from Donnie Shimamoto – Thank you!
Email from Keith – Thank you! Get in Touch Thanks for listening and for... | |||
| 22 Oct 2019 | Square Books is here — is accounting next? | 00:43:21 | |
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!
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!
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| 26 Nov 2021 | CPA Evolution Is Missing The Weeds | 01:02:24 | |
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 3:57 – SPACs Headed for New Wave of Restatements for Accounting Errors
5:57 – Senators Question Commissioner About Company Offering Fee-Based Access to IRS Phone Lines
11:55 – Opinion | IRS reform will generate a lot more revenue than the CBO thinks - The Washington Post https://www.washingtonpost.com/opinions/2021/11/17/cbo-build-back-better-irs-revenue-too-low/
14:17 – AICPA, NASBA publish revised CPA Evolution Model Curriculum - Journal of Accountancy
17:20 – A closer look at the Model
20:55 – Practical v. Theoretical – which is better for accounting education?
22:14 – In the weeds – what’s missing from the revised CPA Evolution Model Curriculum?
26:21 – Can I get this in Excel? Faculty want the CPA Evolution Model Curriculum in Excel.
32:54 – The Sage Group plc (SGGEF) CEO Steve Hare on Q4 2021 Results - Earnings Call Transcript
Sage posts 10% drop in operating profit after investing in cloud https://finance.yahoo.com/news/sage-posts-10-drop-operating-072946722.html
Accelerating growth driven by continued strategic progress (PDF)
35:14 – Intuit inc (INTU) Q1 2022 Earnings Call Transcript
38:16 – Chimp Change – how QuickBooks Advanced is heading deeper into the midmark with MailChimp Intuit: Monetizing Its Vast Data Treasure Trove by Creating Better Outcomes For Customers
40:24 – What’s new in QuickBooks Online: November 2021 – QuickBooks https://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-november-2021/
44:53 – Practice Ignition raises $50M | Accounting Today https://www.accountingtoday.com/news/practice-ignition-raises-50m
Practice Ignition lands $50M to scale globally https://techcrunch.com/2021/11/17/practice-ignition-lands-50m-to-scale-globally/
46:29 – Formstack raises $425M for a no-code platform that helps businesses automate their customer and internal workflows
47:22 – Paychex Adds Support for Vaccination Status Tracking to its COVID-19 Technology Solutions
47:52 – Pixie, the operating system for small accounting firms, pockets £2.25M to grow further https://www.uktech.news/news/pixie-uk-startup-funding-20211118
48:36 – Accounting tech start-up to double headcount following funding boost https://www.siliconrepublic.com/jobs-news/accounting-tech-start-up-double-headcount-funding-boost
49:24 – Scammers Clone Exec's Voice, Steal $35M From Bank https://www.newser.com/story/312228/scammers-clone-execs-voice-steal-35m-from-bank.html
52:40 – Listener Voicemail. Thank you!
54:44 – We’ve Got a Review! Thank you! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast?... | |||
| 02 Aug 2023 | Cooking the Books with Barbie: The Downfall of Mattel's Co-Founder & Barbie Inventor | 00:56:48 | |
In this episode, Blake and David cover the downfall of Mattel's co-founder and Barbie inventor, Intuit's new ad network that allows businesses to target specific audiences using data from QuickBooks Online, and the increasing rate of deficiencies in public company audits. They also discuss the detrimental effect of the 150-hour rule on students pursuing careers in accounting, the availability of a malicious code-writing tool called Fraud GPT on the dark web, and the use of AI in customer support and sales calls. Sponsors Chapters
Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 22 years after the $63 billion Enron collapse, a key audit review board finds the industry in a 'completely unacceptable' state
150-hour requirement seen as a significant barrier to accounting by young people
The Sage Group plc (SGGEF) Q3 2023 Earnings Call Transcript https://seekingalpha.com/article/4620753-sage-group-plc-sggef-q3-2023-earnings-call-transcript
Plaid Taps Cross River to Offer Real-Time Payments
Sage sees solid growth in Q3 https://www.enterprisetimes.co.uk/2023/07/28/sage-sees-solid-growth-in-q3/
Intuit Launches B2B Ad Network Targeting Small Business Owners
Unannounced IRS revenue officer visits discontinued
U.S. Accounting Watchdog Flags 'Unacceptable' Increase in Audit ...
IRS good at addressing cyberthreats, but not documenting them
Exclusive: Mailchimp Owner Intuit Launches Media Network for Small Businesses
New AI Tool 'FraudGPT' Emerges, Tailored for Sophisticated Attacks https://thehackernews.com/2023/07/new-ai-tool-fraudgpt-emerges-tailored.html
Accounting Watchdog Expects Deficiencies in 40% of Public-Company Audits in 2022 - WSJ
All About Barbie Inventor Ruth Handler: Where She Is Today https://www.womenshealthmag.com/life/a44610455/ruth-handler-barbie/
How Vector Media transformed its customer support with AI | Zapier https://zapier.com/blog/nations-largest-ad-transit-company-transformed-customer-support-with-ai/
theCAQ.org | Significant Barriers Deter Students from Pursuing a Degree in Accounting, According to CAQ Report https://www.thecaq.org/pipelineresearch2023
IRS whistleblowers accuse Hunter Biden during congressional hearing | Accounting Today
Want to Search PCAOB Inspection Reports By How Many Screw-Ups an Audit Firm Made? You Can Now Do That - CPA Practice Advisor https://www.cpapracticeadvisor.com/2023/07/20/new-online-tools-pcaob-inspection-reports/82128/... | |||
| 11 Jul 2023 | 15-Year-Old Passes CPA Exam & NY Requires Independent Audits of AI Hiring Processes | 00:55:58 | |
In this episode, Blake and David examine the story of the 15-year-old who recently passed the CPA exam, as well as recent news involving accounting firms transitioning to corporations, AI investments, and new laws concerning AI hiring. They also cover several tech stories related to accounting, problems with client portals, and much more! Sponsors Chapters
Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes Tech News: TaxFyle releases AI tax prep bot https://www.accountingtoday.com/list/tech-news-taxfyle-releases-generative-ai-tax-prep-bot
Why everyone is mad about New York’s AI hiring law https://www.technologyreview.com/2023/07/10/1076013/new-york-ai-hiring-law/
Mississippi youth passes CPA Exam – at Age 15 https://www.journalofaccountancy.com/news/2023/jun/mississippi-youth-passes-cpa-exam-at-age-15.html
BDO USA is Shifting From a Partnership to a Corporation - CPA Practice Advisor
Gusto hires former Google exec to add AI to products | Accounting Today https://www.accountingtoday.com/news/gusto-hires-former-google-exec-to-add-ai-to-products
KPMG cuts 5% of U.S. workforce | Accounting Today https://www.accountingtoday.com/news/kpmg-cuts-5-of-u-s-workforce
KPMG’s Big Four Dominance on Bank Audits Shaken by Failures
Thomson Reuters adding AI to tax software | Accounting Today https://www.accountingtoday.com/news/thomson-reuters-adding-ai-to-tax-software
EY Tops Rival Audit Firms in Public Company Clients - CPA Practice Advisor https://www.cpapracticeadvisor.com/2023/06/20/ey-tops-rivals-in-public-company-audit-clients/81193/
Shopify vows to fight CRA request to hand over records from more than 121,000 Canadian businesses
Accounting firm EY calls off ‘Project Everest’ to break up firm ...
Finance Automation Platform Ramp Acquires AI Startup Cohere.io
BDO USA is Shifting From a Partnership to a Corporation
M365 Copilot, Microsoft’s generative AI tool, explained
Intuit Supercharges Intuit GenOS with OpenAI’s Large Language Models to Bring GenAI Experiences to Customers
Wrapbook Expands its Payroll Platform to Enable Seamless ...
Kraken ordered to turn over its users' information to the IRS | |||
| 06 Oct 2019 | David & Blake get schooled! | 00:50:04 | |
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- When your social media presence affects your ability to land a job | PR Newswire - Social-media screening is the new norm for employers | Business News Daily - Social doesn’t tell a candidate’s entire story | Workforce - How useful is social-media screening? | Backgroundchecks.com
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| 24 Feb 2020 | Debit Intuit, Credit Karma | 01:01:04 | |
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Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! Meet Blake and David in person!
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| 29 Apr 2020 | Controller's Code: The Secret Formula to a Successful Career in Finance | 00:47:31 | |
Purchase Controller's Code: The Secret Formula to a Successful Career in Finance on Kindle: https://www.amazon.com/dp/B0872JRBF4/ref=cm_sw_r_tw_dp_U_x_n.pPEbHQAPR1P Connect With … Mike Whitmire on Linkedin: https://www.linkedin.com/in/michaelcwhitmire/ Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Reviews4Good Right now, when you visit us on Podchaser, and interact, Podchaser is donating 25 cents per review - and 25 cents every time we respond to a review - to the Meals on Wheels America COVID-19 Response Fund. Pay us a visit on Podchaser, and do some good at the same time! EXTENDED to April 30! For more information, go here: https://www.podchaser.com/articles/community/reviews-for-charity Need Accounting Conference Info? Check out our new website - accountingconferences.com Subscribe
Transcript Mike Whitmire: [00:00:02] If I had asked for something already, and I had to go back and ask for it - it was the second or third time - I would generally go the puppy-dog-eyes route and just look worn down and look terrible and just be like, "Hey, I'm really ... I'm exhausted. I was just trying to get the stuff done. Would you mind sending it over so I can go home a little bit earlier tonight?" That pity approach worked every time. It was beautiful. So, if you're an auditor, if someone's not getting you stuff, instead of getting mad about it, and trying to get angry about it, and make them do it, just be pathetic; then they'll help you out.
Blake Oliver: [00:00:40] Welcome to The Cloud Accounting Podcast. I'm Blake Oliver.
David Leary: [00:00:44] And I'm David Leary.
Mike Whitmire: [00:00:45] And I'm Mike Whitmire, co-founder, and CEO of FloQast.
Blake Oliver: [00:00:47] Mike, thanks so much for joining us. Really excited to have you here. David, I don't know, have you ever met Mike at any these conferences we've been at?
David Leary: [00:00:55] I don't think so. I think maybe when we went to Sage's Intacct, I think the FloQast team was there, but I don't know if he was there, or maybe he was, and you pointed at him from far away.
Mike Whitmire: [00:01:04] Yeah. That conference has gotten wild for FloQast, and for me, as well, so I wouldn't be too shocked if I was just running around.
Blake Oliver: [00:01:11] So, David, Mike is the CEO at FloQast, a developer of close-management software, where I had the privilege of working for a couple of years before my current gig. He started his career as an auditor at Ernst & Young, made it to Senior, and then left to join Cornerstone OnDemand, a year before they IPOed. So, went through that whole IPO process as an in-house accountant and then spent, I think it was, three years there, Mike? Then you went off to start FloQast? Is that right?
Mike Whitmire: [00:01:43] Yep. Yeah, just about three years.
Blake Oliver: [00:01:46] I wanna learn more about that; talk about that. But first, given everything that's going on, how's it going? How are you doing?
Mike Whitmire: [00:01:54] Doing well. For those of you listening in the future, we are currently quarantined as a result of COVID-19. I think we're, what, six weeks into this quarantine now? Time's kind of blurring together. It's getting tough. But, yeah, it's been really nice, obviously, with all the tools we have available to us now, the transition to the company working from home wasn't the craziest thing in the world.
[00:02:18] I think the bigger one is, obviously, you look across what's going on in the world, and the economic impact is top of mind for me, running the business. Then, also, the impact this is having on people just emotionally, and mentally, you can tell it's kinda starting to catch up to people. In a lot of the conversations I've been having, that's been a pretty top-of-mind item, right now.
[00:02:38] Fortunately, for us, we haven't had to make drastic decisions, like do big layoffs, or anything like that. We were lucky enough to have closed our Series C round of about 40 million bucks just two months before all of this started falling apart, so I feel really fortunate that we're in a position where we don't have to do aggressive layoffs or anything like that, like a lot of other companies are looking at.
Blake Oliver: [00:03:01] How is that going, transitioning to remote? Because I recall, when I was working at FloQast, everybody was in the office together in L.A., which was really nice in a lotta ways.
Mike Whitmire: [00:03:12] Yeah, the founders, and I, we're big proponents of being in the office. I think, just first and foremost, we just enjoy it. We enjoy being around the people, and we do see the benefits of being near each other. But I think because of the type of company we are - we're a SaaS company - we're very open to technology; we have purchased a ton of software over the years, we were almost ready to go to work from home. So, from a tech perspective, there really was no transition. We just flipped the switch, and everyone was able to still do their job.
[00:03:42] I think the bigger one was it was adjusting culturally. It's just very- it's very different. I think the group that I was most c... | |||
| 09 Sep 2019 | #AccountingShowLA: Things you need to know if you want to sell (or buy) an accounting firm! | 00:29:57 | |
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Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Subscribe
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| 23 Mar 2021 | May The 17th Be With You This Tax Season | 00:57:38 | |
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Show Notes 2:53 - U.S. Treasury has sent out $242B in stimulus checks so far https://www.accountingtoday.com/articles/u-s-treasury-has-sent-out-242b-in-stimulus-checks-so-far
5:50 - More Than Half Of Small Businesses Have Reopened: Survey https://www.cfo.com/the-economy/2021/03/more-than-half-of-small-businesses-have-reopened-survey
10:10 - IRS postpones April 15 deadline - Journal of Accountancyhttps://www.journalofaccountancy.com/news/2021/mar/irs-postpones-april-15-tax-filing-deadline.html
14:39 - IRS to automatically process refunds on jobless-benefit payments
15:10 - House passes PPP deadline extension in 415-3 vote - Journal of Accountancyhttps://www.journalofaccountancy.com/news/2021/mar/ppp-application-deadline-extension-bill-gains-backing.html
House votes to extend PPP deadline until May 31 https://www.accountingtoday.com/news/house-votes-to-extend-ppp-deadline-until-may-31
17:35 - Tax season turns into 'dumpster fire' for advisors, clients after stimulus bill passes
18:10 - SBA defers repayment of disaster loans until 2022 https://www.accountingtoday.com/news/sba-defers-repayment-of-eidl-disaster-loans-until-2022
20:27 - BDO and Xero join forces in global agreement | Xero Bloghttps://www.xero.com/blog/2021/03/bdo-and-xero-join-global-agreement/
BDO becomes first Xero Global Partner https://www.accountingtoday.com/news/bdo-becomes-first-xero-global-partner
22:42 - Changes Rolling Out to QuickBooks Payments - insightfulaccountant.comhttps://www.intuitiveaccountant.com/payroll-merchant-services/changes-rolling-out-to-quickbooks-payments/
24:43 - The Revolt Against the 30% Mafia. When did Big Tech gatekeepers from Apple to DoorDash decide they were entitled to a third of the internet’s sales? https://marker.medium.com/the-revolt-against-the-30-mafia-4193aa4b2dcf
31:18 - Trullion Announces Real-Time, AI-Powered Accounting Platform, Secures Seed Financing
32:25 - What's new in Sage Intacct's Release 1 2021 https://www.accttwo.com/blog/whats-new-in-2021-sage-intacct-release-1
34:00 - Stripe: $95B After New $600M Funding Round
34:55 - Squarespace Raises $300 Million Investment Round at $10 Billion Valuation
35:23 - Jeffrey Katzenberg’s WndrCo, Michael Ovitz Invest in Production Payroll Startup Wrapbook as Part of $27M Round
Wrapbook Talks Entertainment Industry Payroll https://www.pymnts.com/news/b2b-payments/2021/wrapbook-payroll-entertainment-project-economy/
38:10 - College accounting programs not covering emerging topics: AICPA/NASBA report
42:13 - Which is more difficult: The CPA Exam or the Bar?
47:33 - Tax Provisions in the Fiscal Year 2021 Budget https://www.mass.gov/technical-information-release/tax-provisions-in-the-fiscal-year-2021-budget
48:54 - Risky trading targeted in Democrat proposal for financial transaction tax Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @Dav... | |||
| 24 Dec 2020 | PPP Recipients Now Eligible for ERC: How to Maximize the Benefit | 00:23:36 | |
Show Notes 2:32 - Consolidated Appropriations Act of 2021 Enhances the Employee Retention Credit 4:56 - How does this impact the PPP loan forgiveness application deadline? 7:22 - [Updated] Top 10 PPP Changes from the Consolidated Appropriations Act of 2021 7:43 - Simplified forgiveness application - REALLY Simplified! 11:20 - Employee Retention Credit - the good, the bad, and the utterly confusing 21:12 - Provider Relief Funds - CARES Act Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 07 Oct 2022 | Investors Demand Revamp of GAAP | 01:13:57 | |
Sponsors Zoho: https://cloudaccountingpodcast.promo/zoho Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 12:23 – How Republicans Are ‘Weaponizing’ Public Office Against Climate Action https://www.nytimes.com/2022/08/05/climate/republican-treasurers-climate-change.html
How an Organized Republican Effort Punishes Companies for Climate Action https://www.nytimes.com/2022/05/27/climate/republicans-blackrock-climate.html
27:58 – PwC launches 'work for credit' program for aspiring accountants | Accounting Today https://www.accountingtoday.com/news/pwc-launches-work-for-credit-program-for-aspiring-accountants
30:23 – A Bunch of Auditors at RSM F*cked Up - Going Concern https://www.goingconcern.com/a-bunch-of-auditors-at-rsm-fcked-up/
RSM to pay $3.75M to SEC for improper audits https://www.accountingtoday.com/news/rsm-to-pay-3-75m-penalty-to-sec-for-improper-audits
33:29 – SEC advisory committee recommends revamp of FASB | Accounting Today https://www.accountingtoday.com/news/sec-advisory-committee-recommends-revamp-of-fasb
39:35 – SEC charges Friedman with improper professional conduct in audits | Accounting Today
41:35 – How Creative Accounting Camouflages Weak Corporate Profits
43:11 – Fewer people seek US unemployment aid amid solid hiring - ABC News https://abcnews.go.com/US/wireStory/fewer-people-seek-us-unemployment-aid-amid-solid-90690648
45:01 – Why Worker Productivity Is So Important to the Economy
52:20 – NetSuite Announces Accounts Payable Automation to Increase the Accuracy and Speed of Processing Bills and Making Payments
54:25 – NetSuite Introduces Configure, Price, Quote Solution to Help Organizations Accelerate and Simplify the Sales Process
55:21 – NetSuite Launches Ship Central to Help Organizations Improve Warehouse Operations
NetSuite Enhances Analytics Warehouse to Help Customers Maximize the Value of Data
1:02:29 – BlackLine unveils "Hyperautomation" capabilities for taxes https://www.accountingtoday.com/news/blackline-unveils-hyperautomation-capabilities-for-taxes
1:04:01 – LPL Launches Dedicated Bookkeeping Service for Financial Advisors
1:05:24 – Voicemail from Geraldine Carter https://mail.google.com/mail/u/0/#all/QgrcJHrnvrhZWsnpDNHCdCCTrKGSMSdXwNV Get in Touch Sarah Work, CPA for South Carolina Treasurer: https://workforsc.org/ Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com | |||
| 22 Dec 2019 | Should you buy Bill.com stock? | 00:36:53 | |
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
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!
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| 10 Jan 2023 | Transform #2: How to Support Black Female Entrepreneurship | 00:16:28 | |
Meet Our Guest: Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 05 Nov 2021 | School of Rock CFO Schools Accountants | 00:21:57 | |
Guest Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 11 Oct 2021 | Earmark Excerpt: CPA Versus CMA With IMA President Jeff Thomson | 00:10:30 | |
Listen to the full interview with IMA president Jeff Thomson on the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Want to learn how you can get CPE for listening to podcasts? Subscribe to get early access to the Earmark CPE mobile app when it launches this fall: https://earmarkcpe.com Subscribe to Earmark | |||
| 04 Jun 2021 | Questionable Reader's Choice Awards | 00:58:34 | |
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind Show Notes 5:41 – Warren, Sanders Urge SEC to Immediately Remove and Replace Members of the Public Company Accounting Oversight Board – YubaNet
7:11 – KPMG launches relaxed work policies to combat remote work fatiguehttps://www.accountingtoday.com/news/kpmg-launches-relaxed-work-policies-to-combat-remote-work-fatigue
12:47 – Congress Investigates PPP Fraud at Fintech Lenders BlueVine and Kabbagehttps://www.businessinsider.com/congress-investigates-ppp-fraud-at-fintech-lenders-bluevine-and-kabbage-2021-5
18:39 – IRS is trying to catch stimulus payment fraud, but billions may have been paid
20:34 – Digital Dollar Project to launch five U.S. central bank digital currency pilotshttps://www.reuters.com/business/finance/digital-dollar-project-launch-five-us-central-bank-digital-currency-pilots-2021-05-03/
24:03 – China bans financial, payment institutions from cryptocurrency business
26:24 – Opinion | Ban Cryptocurrency to Fight Ransomware https://www.wsj.com/articles/ban-cryptocurrency-to-fight-ransomware-11621962831
28:33 – Is Bitcoin a Buy? https://www.cfo.com/cash-management/2021/05/is-bitcoin-a-buy/
29:24 – Treasury calls for crypto transfers over $10K to be reported
30:24 – 2021 Reader's Choice Awards: The Tech Getting Us Through the Pandemic
34:19 – Step in the time machine and visit PCSAI.com – See for yourself! http://pcsai.com/
43:08 – IRS tests secure transcript technology for tax pros https://www.accountingtoday.com/news/irs-tests-secure-transcript-technology-for-tax-pros 45:09 – Square may soon offer small-business checking and savings accounts, app code showshttps://www.bankingdive.com/news/square-small-business-checking-savings-accounts/600734/
46:05 – Avalara for Accountants is live https://www.accountingtoday.com/news/avalara-for-accountants-is-live
47:45 – Revolut adds invoicing for SMBs as it builds out ‘financial super app’https://www.emarketer.com/content/revolut-adds-invoicing-smbs-builds-financial-super-app
49:55 – Bookkeep.com™ Secures $3.3 Million in Venture Financing led by Lerer Hippeau https://bookkeep.com/bookkeep-secures-3-3-million-in-venture-financing/
51:16 – Bookkeeper360 Announces Integration with QuickBooks Online and Pay-as-you-go Accounting
52:59 – What's New in Sage Intacct's Release 2 2021 https://www.accttwo.com/blog/whats-new-in-sage-intaccts-release-2-2021
54:28 – Sage launches its first Sage Intacct data centre in Canada Channel Daily Newshttps://channeldailynews.com/news/sage-launches-its-first-sage-intacct-data-centre-in-canada/74091
54:59 – Got Tech Neck? Check this out! Tech Neck Prevention Tips https://smallbiztrends.com/2021/05/tech-neck-prevention.html Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities | |||
| 23 Sep 2023 | Headlines: IRS Walks Back Promise to Stay Open During Shutdown | 00:01:53 | |
The government shutdown threat looms as Congress scrambles to pass funding bills. The IRS previously said it could stay open during a shutdown by relying on Inflation Reduction Act funds. But now the agency says those funds can't sustain operations. According to its union, the IRS is preparing for furloughs and partial closures if a shutdown hits. This reversal surprised IRS employees and could spell delays for taxpayers and CPAs. Show Notes Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook, and if you like what you hear, please do us a favor and write a review on iTunes or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website: accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 08 Jan 2023 | Transform #1: The Future of Sage with Aaron Harris, Walid Abu-Hadba, and Steve Hare | 00:50:59 | |
Meet Our Guests: Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website - accountingconferences.com
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| 26 Jun 2024 | What CFOs Are Thinking: AI, Talent Crisis, Gen Z, and More | 00:59:25 | |
Adam Zaki of CFO.com joins Blake and David to explore the trends reshaping the industry, from AI to the talent shortage. They dive into the murky waters of corporate financial controls and audit practices. They also examine what makes a truly effective CFO in today's dynamic business environment and why authenticity might be the most valuable trait in a leader's toolkit. Get an insider's perspective on the 150-hour CPA licensing requirement and hear ideas for reform that could revolutionize the profession. Sponsors Chapters
Show Notes Follow Adam’s stories on CFO.com: https://www.cfo.com/editors/azaki/ 75% of employees use AI at work: report | CFO
San Francisco 49ers, MLB Star Shohei Ohtani Wrestle With Poor Financial Controls
34% of KPMG tax, audit and advisory interns plan to stay 5 years at first job: report | CFO
Gen Z Pivots from Accounting, Pursues Creative Freedom and Entrepreneurship | CFO
No Gimmicks, Just Authenticity: How To Attract Gen-Z Talent | CFO
Peacocking, newskilling and digital detox: 9 new workplace trends CFOs must know | CFO
Senior Leaders Nearly Twice as Likely To Receive AI Resources as Junior Staff | CFO
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 19 Sep 2024 | How Kenyth Got His CPA Credits in 3 months and 36 Days | 00:25:36 | |
Blake and David meet with Kenyth Holdefer, who shares his unconventional path to becoming a CPA. Kenyth details how he obtained his bachelor's and master's degrees in just over four months through Western Governors University's competency-based education model, followed by passing all four CPA exams within six months. Kenyth highlights his transition from a successful career in mortgages to public accounting, emphasizing the potential for alternative educational paths in addressing the accounting profession's talent shortage. Meet Our Guest, Kenyth Holdefer LinkedIn: https://www.linkedin.com/in/ken-holdefer-101745105/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 16 Oct 2020 | Rubber Stamped Forgiveness for PPP Loans | 01:01:27 | |
Sponsors
Show Notes 07:15 – Microsoft will let employees work from home half the time 11:47 – PPP forgiveness simplified for loans of $50,000 or less https://www.journalofaccountancy.com/news/2020/oct/ppp-forgiveness-simplified-for-loans-50000-less.html 44:02 – Spill some tea! If you know which software was involved in the Georgia tax fiasco, do tell. Hit us up on Twitter, or LinkedIn. Inquiring accountants want to know! 46:02 – Botched Excel import may have caused loss of 15,841 UK COVID-19 cases Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities Subscribe
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| 14 Dec 2024 | New IRS Commissioner Was An ERTC Peddler | 01:03:15 | |
Blake and David take a look at several significant developments in the accounting world, including Trump's controversial IRS Commissioner nomination of former Congressman Billy Long. They also dig into updates on the Macy's accounting scandal and explore Square's potential move into accounting software with their new head of Product Accounting Solutions hire. They also share insights from the AICPA's 2024 CAS benchmark survey showing significant growth in client accounting services practices and much more! Sponsors Chapters
Show Notes He Promised Huge Tax Refunds. Now Trump Wants Him to Lead the I.R.S. https://www.nytimes.com/2024/12/06/us/politics/billy-long-trump-irs-tax-credit.html
Brainsky Unleashed (Instagram) – Billy Long – December 6, 2024 https://www.instagram.com/brainskyunleashed/reel/DDQS_GjRn4P/
Macy’s employee who hid $151 million in delivery expenses was trying to mask initial mistake, sources say https://www.cnbc.com/2024/12/11/macys-m-earnings-q3-2024.html
Macy’s Probe Found Employee Acted Alone in $151 Million Accounting Scandal https://www.wsj.com/business/retail/macys-m-q3-earnings-report-2024-c7363662
LinkedIn – Andy Schwartz – Profit Labs Update – December 6, 2024
Amazon integrates QuickBooks for sellers https://www.accountingtoday.com/news/amazon-integrates-intuit-quickbooks
AICPA and CPA.com Benchmark Survey: CAS Practices Report 17% Growth
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 14 Mar 2025 | How Trump's Pick to Run Medicare Paid No Medicare Taxes in 2023 | 01:06:39 | |
This week on the pod: Judge orders 6 agencies (including IRS?) to rehire fired probationary workers, we dig into the tax trick Dr. Oz used to pay no Medicare taxes, AICPA in pointless talks with the IRS, Digits takes on QuickBooks with AI-powered GL, remote accounting jobs in retreat, and more! Sponsors Chapters
Show Notes Dr. Mehmet Oz may have underpaid Medicare and Social Security taxes, Senate Democratic memo finds
DOGE proposes cutting IRS workforce by a total of nearly 20% https://www.cnn.com/2025/03/13/politics/doge-irs-workforce-cuts-downsizing/index.html
Judge orders Trump administration to reinstate thousands of fired employees at VA, Defense Department and other agencies https://www.cnn.com/2025/03/13/politics/judge-opm-probationary-employees-fired-hearing/index.html
AICPA CEO Releases Statement on IRS Services for this Tax Season
Introducing Autonomous General Ledger https://digits.com/blog/agl-announcement/
Building AI that Actually Works: 10 Key Lessons from Calendly’s CPO and Head of UX
Only 9% of SMB finance teams are still working fully remote
Opportunity to Attract and Retain Highly Motivated Working Parents via Enhanced Flexibility, Stronger Support Systems https://kpmg.com/us/en/media/news/kpmg-working-parents-survey-2025.html
Steak n Shake's parent company gets an adverse opinion from auditor
The IRS just demoted its chief counsel who clashed with Elon Musk’s DOGE https://fortune.com/2025/03/13/irs-chief-counsel-doge-elon-musk/
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 10 Mar 2021 | AICPA Calls For SBA To Change Unfair PPP Guidance | 00:51:32 | |
Sponsors Odoo: https://cloudaccountingpodcast.promo/odoo Show Notes 2:30 - Cryptocurrency Buys Are Not Reportable To The IRS https://www.cointracker.io/blog/cryptocurrency-buys-are-not-reportable-to-the-irs
7:29 - What’s in the $1.9T stimulus bill passed by the Senate https://www.accountingtoday.com/articles/whats-in-the-1-9t-stimulus-bill-passed-by-the-senate
13:47 - AICPA calls on SBA to change 'unfair' PPP guidance, deadline
16:05 - AICPA urges delay in tax deadline until June 15 https://www.accountingtoday.com/news/aicpa-urges-delay-in-tax-deadline-until-june-15
19:42 - FreshBooks, Salt Edge Team On Open Banking Tech https://www.pymnts.com/news/b2b-payments/2021/freshbooks-teams-with-salt-edge-smb-open-banking-tech/
20:22 - QuickBooks launches all-new Business Account https://www.techradar.com/uk/news/quickbooks-launches-a-new-business-account-powered-by-fintech-modulr
20:36 - QuickBooks gets all Modulr with new business accounts https://www.enterprisetimes.co.uk/2021/03/03/quickbooks-gets-all-modulr-with-new-business-accounts/
21:44 - Xero to buy Planday https://www.accountingtoday.com/news/xero-to-buy-planday
25:33 – Why we’re securing your account with Multi-Factor Authentication https://www.xero.com/blog/2021/03/introducing-xero-verify/
Xero – Further Reading
Xero to acquire Planday to simplify workforce management and compliance https://www.xero.com/blog/2021/03/xero-to-acquire-planday/
Xero steps into workforce management space with $285m dealhttps://www.smh.com.au/business/small-business/xero-steps-into-workforce-management-space-with-285m-deal-20210304-p577s8.html
Xero buys Planday: Accounting software firms biggest ever deal creates four growth optionshttps://www.afr.com/chanticleer/xero-s-biggest-ever-deal-creates-four-growth-options-20210304-p577q6
What our new multi-factor authentication process means for Aussie customers https://www.xero.com/blog/2021/03/mfa-what-it-means-for-au-customers/
A message from Anna Curzon: What the Planday acquisition means for you https://www.xero.com/blog/2021/03/what-the-planday-acquisition-means-for-you/
28:06 - Countingup closes £9.1M for its business current account with built-in accounting features https://techcrunch.com/2021/03/04/countingup-series-a/
29:33 - Square acquires majority of Tidal, Jay-Z’s streaming service, in $297 million deal. https://www.nytimes.com/2021/03/04/business/media/tidal-square-jay-z-dorsey.html
34:42 - The Robots Are Coming for Phil in Accounting - The New York Timeshttps://www.nytimes.com/2021/03/06/business/the-robots-are-coming-for-phil-in-accounting.html
42:37 - Burger Restaurant Renames Menu So You Can Expense Items https://www.ladbible.com/news/food-burger-restaurant-renames-menu-so-you-can-expense-items-20210221
43:54 - Indoor marijuana grower keeps strict schedule to maximize output, avoid bottlenecks https://mjbizdaily.com/indoor-marijuana-grower-schedule-maximizes-output-and-avoids-bottlenecks/
Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities | |||
| 02 Apr 2025 | IRS Officials Claim Cuts Will Widen Tax Gap by $500 Billion | 01:01:44 | |
What happens when tax enforcement weakens? With 17% of millennials considering skipping their tax filing altogether, Blake and David dig into how IRS budget cuts might impact compliance and revenue. They analyze fascinating survey data revealing what taxpayers truly value when choosing between professional preparation and free options like Direct File. Plus, discover the accounting scandal forcing Financial Times to retract its Tesla analysis, exposing how GAAP complexity confounds even financial experts. You'll also learn why three major US cities face billion-dollar budget holes and the disturbing revelation that duplicate Medicaid payments are costing taxpayers billions—all while Tether still can't produce an audit after ten years of promises. Sponsors Chapters
Show Notes Tax Revenue Could Drop by 10 Percent Amid Turmoil at IRS https://www.washingtonpost.com/business/2025/03/22/irs-tax-revenue-loss-federal-budget/
Survey: Some Americans Might Roll the Dice on Not Filing Their Taxes This Year Due to IRS Job Cuts
Most Americans Are Interested in Using IRS Direct File to Prepare and File Their Taxes
TurboTax vs Free Tax USA: A Shocking Price Comparison https://www.tiktok.com/@carolinesadventure/video/7482613418801859870
Survey: 91% of Americans Think Filing Taxes Should Be Free
Why you should think twice before claiming an income-tax extension. ‘This is not the year to do your normal procrastinating.’
LA Faces $1 Billion Budget Hole, Warns of Thousands of Layoffs
WSJ investigation: Medicaid paid health insurers billions by covering the same patients twice
Tether seeks Big Four firm for its first full financial audit — Report https://cointelegraph.com/news/stablecoin-issuer-tether-big-four-firm-full-reserve-audit-report
Financial Times retracts report on Tesla’s alleged shady accounting https://www.teslarati.com/financial-times-retracts-report-tesla-shady-accounting/
The Big 4 Transparency Accounting Awards https://big4transparency.beehiiv.com/p/the-big-4-transparency-accounting-awards
Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 13 Dec 2023 | QuickBooks Desktop Is Dead. Long Live Online! | 01:00:57 | |
Blake and David discuss Intuit's announcement that QuickBooks Desktop will no longer be sold as new subscriptions after July 2024. They also talk about the need for changes in the accounting profession, such as simplifying financial reporting requirements and revising the 150-hour rule. In other news, they cover sanctions against China-based accounting firms, incorrect IRC claims by businesses, and the Adidas-Kanye West fallout. They also explore how AI can help explain complex concepts to clients clearly and accurately. Sponsors Chapters
Show Notes Twitter: Any good plain-English way to explain basis? https://x.com/wtfoote/status/1725193933410668755?s=12
61% of Finance Execs Not Using AI Yet: Weekly Stat | CFO https://www.cfo.com/news/artificial-intelligence-implementation-adoption-gartner-survey/699082/
The Yeezy standard for accounting | Financial Times https://www.ft.com/content/8b094370-f7e7-492b-b56d-6c0096be7784
PCAOB sanctions three Chinese firms, including PwC affiliates https://www.accountingtoday.com/news/pcaob-sanctions-three-chinese-firms-including-pwc-affiliates
The Accounting Profession Is in Crisis https://www.cpajournal.com/2023/12/01/the-accounting-profession-is-in-crisis/
BREAKING NEWS: QuickBooks Desktop Product Changes
What Can the Profession Do? https://www.cpajournal.com/2023/12/04/what-can-the-profession-do/
Supreme Court could make massive tax impact — or none at all https://www.accountingtoday.com/news/supreme-court-to-hear-arguments-in-moore-v-u-s
Billionaire Tax Rests on a Disputed $14,729 Refund at the Supreme Court
Some of the Big 4 consulting giants already think AI could trim years off the path to partner https://fortune.com/2023/12/04/big-4-consulting-giants-pwc-kpmg-ai-trim-years-path-partner/
Opioid trust transparency questioned after accounting firm choice https://www.thecentersquare.com/pennsylvania/article_c7977d42-9515-11ee-8bd6-3b90276d4b6b.html
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 30 Oct 2023 | Joshua Lance, CPA: A Humble, Thoughtful Leader | 00:09:40 | |
Today, we are honoring the life of Joshua Lance, CPA, founder of Lance CPA Group, who passed away in October at the age of 40 after a battle with cancer. To commemorate Josh's life, we are playing a eulogy delivered by Kenji Kuramoto at Josh's memorial service this past weekend. Kenji represented the many voices in the accounting profession that Josh was a part of. Kenji shares stories about Josh's humility, thoughtfulness, and influence. Although Josh never sought the spotlight, he became well-known in the accounting world through his steady leadership and generosity of spirit. Josh's presence will be deeply missed in the accounting community. Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 16 Nov 2024 | Trump's Tax Plans, IRS PPS Fraud, & PCAOB Drama | 01:13:41 | |
Blake and David dive into the economic implications of Trump's election victory, including proposed tariffs that could significantly impact businesses and inflation. They explore potential tax changes under a new Trump administration, from corporate rate reductions to the elimination of the SALT cap. They also examines an alarming $47 million IRS fraud scheme targeting tax practitioners and debate the future of Bitcoin as speculation grows about a potential national Bitcoin reserve. Sponsors Chapters
Show Notes How Trump Won the Economy-is-Everything Election How Will Trump’s Universal and China Tariffs Impact the Economy? https://taxfoundation.org/blog/trump-tariffs-impact-economy/ Which Workers Are Embracing AI? https://www.chicagobooth.edu/review/which-workers-are-embracing-ai Actions Were Not Taken to Timely Strengthen Practitioner Priority Service Telephone Line Authentication Controls https://www.tigta.gov/sites/default/files/reports/2024-10/2025ier001fr.pdf Fraudsters get $47 million from practitioner priority service line scheme Freddie Freeman on World Series MVP, Ohtani Media Mayhem and His Surprising Backup Career | Ep 109 https://www.youtube.com/watch?v=ZimDH_hW7LU PCAOB board member complains of persecution by senators https://www.accountingtoday.com/news/pcaob-board-member-complains-of-persecution-by-senators AICPA to Congress: Delay needed in BOI reporting deadline https://www.thetaxadviser.com/news/2024/nov/aicpa-to-congress-delay-needed-in-boi-reporting-deadline New Development Re: BOI Reporting – 44 Congressmen Seek to Delay FinCEN Beneficial Ownership Reporting Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 26 Mar 2025 | Fired IRS Workers Reinstated, Rippling v. Deel, DOGE Cuts Consultants | 01:24:26 | |
Blake and David dive straight into the headlines, starting with the controversial IRS workforce cuts and their potential impact on tax collections. They examine corporate espionage allegations between payroll companies Rippling and Deel, including a complex web of legal battles, Russian connections, and political involvement, and go on to discuss how AI is rapidly improving at handling longer tasks. All this and much more, right now! Sponsors Chapters
Show Notes 7,000 IRS workers ‘reinstated’ — but not yet returning to work
IRS Retreats From Some Audits as Agency Slashes Workforce https://www.wsj.com/politics/policy/internal-revenue-service-doge-taxes-f00ac956
Opinion | With IRS cuts, DOGE would lose far more money ... https://www.washingtonpost.com/opinions/2025/03/13/doge-irs-cuts-tax-revenue/
Former Defense Contractor and his Wife Indicted for Evading U.S. Taxes on Profits from Selling Jet Fuel to the U.S. Military https://www.irs.gov/pub/irs-ci/j5-media-release-7-3-2024.pdf
Lawsuit Alleges $12 Billion "Unicorn" Deel Cultivated Spy, Orchestrated Long-Running Trade-Secret Theft & Corporate Espionage Against Competitor
IRS in Crisis: Tax Professionals Bear the Brunt https://cpatrendlines.com/2019/02/26/taxpayer-advocate-lambastes-irs/
Measuring AI Ability to Complete Long Tasks https://metr.org/blog/2025-03-19-measuring-ai-ability-to-complete-long-tasks/
Earmark Podcast – Ep. 87 - How to Use AI to Analyze Data and Draft Financial Reports in Minutes https://share.transistor.fm/s/c86818f5
Earmark’s Screening of The Accountant 2 https://www.eventbrite.com/e/screening-of-the-accountant-2-tickets-1225264421869?aff=EarmarkApp Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 16 May 2023 | ChatGPT Was Set Up To Fail The CPA Exam | 01:03:41 | |
Accounting Today said ChatGPT failed the CPA Exam — here's why that's misleading; a WSJ reporter clones herself with AI and tricks her bank and family; TurboTax tops the TV ads for tax year 2022; Audit firms remove partners who fault clients' internal controls; 80 percent of BDO Alliance partners vote to eliminate or modify the 150-hour rule Sponsors Chapters
Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes KPMG pens deal with MindBridge to apply AI to digital audits | Accounting Today https://www.accountingtoday.com/news/kpmg-pens-deal-with-mindbridge-to-apply-ai-to-digital-audits
We ran the CPA exam through ChatGPT and it failed miserably | Accounting Today https://www.accountingtoday.com/news/we-ran-the-cpa-exam-through-chatgpt-and-it-failed-miserably
I Cloned Myself With AI. She Fooled My Bank and My Family. https://www.wsj.com/articles/i-cloned-myself-with-ai-she-fooled-my-bank-and-my-family-356bd1a3
Audit firms remove partners who fault clients' internal controls | Accounting Today https://www.accountingtoday.com/news/audit-firms-remove-partners-who-fault-clients-internal-controls
BDO Alliance poll of managing partners on 150-hour rule https://twitter.com/BlakeTOliver/status/1654553693830914048
TurboTax customers to receive checks for $141M settlement https://apnews.com/article/turbotax-inuit-settlement-checks-mail-0c01cf25aa34693163886d135f7a6560 Accounting automation developer Gappify scores $10m https://fintech.global/2023/05/02/accounting-automation-developer-gappify-scores-10m/
Intuit’s shift https://techcrunch.com/2023/04/27/intuit-ai-shift/
Hundreds Of Tax Prep Services Hit The Airwaves Before April https://www.insideradio.com/free/hundreds-of-tax-prep-services-hit-the-airwaves-before-april-18/article_b59beb46-e5a2-11ed-a08f-d7b730e240b8.html
We had ChatGPT take the CPA exam — and it failed https://www.accountingtoday.com/news/we-ran-the-cpa-exam-through-chatgpt-and-it-failed-miserably
ChatGPT Just Failed This Accounting Exam https://www.digitalinformationworld.com/2023/04/chatgpt-just-failed-this-accounting-exam.html
Accounting clerk created original art on billing statements to help a patient heal Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 14 Oct 2022 | DIY Your S Corp Return With TurboTax | 01:04:19 | |
Sponsors Jirav - https://cloudaccountingpodcast.promo/jirav Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 7:04 – RightTool for QuickBooks Online https://chrome.google.com/webstore/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjd
7:46 – Intuit Inc. - Intuit Investor Day 2022
43:42 – Big Bet 2: Connect people to experts – YouTube
56:31 – Kabbage Files for Chapter 11 Bankruptcy https://smallbiztrends.com/2022/10/kservicing-kabbage-files-chapter-11-bankruptcy.html
57:52 – More than a gig: Uber's new card targets professional drivers
Get notified when we go live! Subscribe to the Cloud Accounting Podcast on YouTube: https://www.youtube.com/c/cloudaccountingpodcast Get Right Tool for QuickBooks Online: https://chrome.google.com/webstore/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjd Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds uCollect - https://ucollect.biz/cap Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 08 Oct 2021 | Excel And QuickBooks Hook Up | 00:56:50 | |
Sponsors Rippling: https://cloudaccountingpodcast.promo/rippling Show Notes 5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA!
8:25 – State auditor steps down after failing accounting exams
13:04 – Ski Areas Are Struggling To Find Employees For The Upcoming Season
14:07 – Exclusive-PwC tells U.S. employees they need never return to the office https://finance.yahoo.com/news/exclusive-pwc-tells-u-employees-211505972.html
18:42 – Work-life balance improves audits, but not job satisfaction https://www.accountingtoday.com/news/work-life-balance-improves-audits-but-not-job-satisfaction
21:57 – In-person Zoom is the new norm for many workers returning to the office https://www.washingtonpost.com/technology/2021/09/27/return-to-work-in-person-hybrid/
23:50 – The real stakes of Apple’s battle over remote work
24:57 – Remote work is making productivity and innovation harder, says Microsoft study
25:53 – Accounting Today calls for nominations for 2021 Top 100 People https://www.accountingtoday.com/news/accounting-today-calls-for-nominations-for-2021-top-100-people
27:30 – Intuit Investor Day 2021 https://investors.intuit.com/events-and-presentations/event-details/2021/Intuits-Investor-Day-2021/
27:52 – Our strategy is to be an “AI-driven expert platform” https://www.intuit.com/strategy/
28:46 – QuickBooks Online Advanced adding Excel integration https://quickbooks.intuit.com/blog/whats-new/quickbooks-online-advanced-adding-excel-integration/
33:47 – Listener mail – QuickBooks v. Quicken? Thanks, Stephen Smith!
39:20 – Avalara Acquires Track1099 to Help Businesses Manage IRS Form Filing Requirements
42:49 – Xero System Status – Current and Past Incidents
45:50 – What’s new in QuickBooks Online: September 2021 https://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-september-2021/
51:01 – A Message from Sage CEO Steve Hare to Sage colleagues
52:05 – (LSPD) Alert: Did You Lose Money on Your Lightspeed Commerce Investment? Contact Johnson Fistel Regarding Investigation
52:24 – Lightspeed (TSX:LSPD) Stock: Is an Accounting Scandal Brewing? https://ca.finance.yahoo.com/news/lightspeed-tsx-lspd-stock-accounting-145454977.html
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch | |||
| 21 Jul 2022 | So Much Fraud | 01:20:33 | |
Sponsors Liscio: https://www.cloudaccountingpodcast.promo/liscio
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 1:06 – David Picture with Luca https://twitter.com/davidleary/status/1546767184541761536/photo/1
8:30 – Celsius Owes $4.7 Billion to Users But Lacks the Money to Pay https://gizmodo.com/celsius-bankrupt-billion-money-crypto-bitcoin-price-cel-1849181797
Crypto Lender Celsius Files for Chapter 11 Bankruptcy https://www.pymnts.com/cryptocurrency/2022/crypto-lender-celsius-files-for-chapter-11-bankruptcy/
13:21 – Where in the world are the Three Arrows Capital founders? | Fortune https://fortune.com/2022/07/13/three-arrows-capital-crypto-su-zhu-kyle-davies-location-dubai/
EU officials agreed on rules that would regulate the crypto market in the bloc, forcing platforms to seek authorization to operate and providing safeguards to users https://www.wsj.com/articles/eu-sets-first-rules-to-regulate-cryptocurrencies-11656682089
18:01 – CFTC charges bitcoin firm for operating $1.7 billion crypto scam - Business Insider https://stocks.apple.com/A6yX2Uny3TUeN1vZkMLF00Q
20:43 – Fintech execs convicted in US after $160 million sent to Nigeria
Report Alleges Wirecard Forged Client Data to Obtain €900M SoftBank Investment
23:57 – Bad lesson: Accounting professor at Drexel University charged with allegedly using creative bookkeeping to evade millions in taxes – MarketWatch
27:37 – CPA Firms That Referred Clients to Alliantgroup Have Been Subpoenaed, Asked to Turn Over 11 Years of Client Data https://www.goingconcern.com/alliantgroup-federal-grand-jury-subpoena/
Leann on Twitter: "I’m hearing that the IRS Criminal Investigation raid on alliantgroup allegedly has to do with the 179D racketeering lawsuits filed years ago. Pending confirmation. /14https://t.co/wTqKwk9JSa" https://twitter.com/LAFinTexas/status/1527709177036021763
Alliantgroup LP v The University Of Texas System And The University Of Houston System – Global Legal Chronicle
alliantgroup Comments from Women | InHerSight https://www.inhersight.com/company/alliantgroup/comments
Strategic Advisory Board | alliantgroup https://www.alliantgroup.com/strategic-advisory-board/
DOJ suing Lane Grigsby and wife over ‘erroneous’ $750,000 tax refund
Bloomberg blows the whistle on the IRS https://archives.cjr.org/the_audit/bloomberg_blows_the_whistle_on.php
36:57 – Neal: Odds of selecting Comey and McCabe for audits were like winning the lottery | The Hill
IRS audited former FBI directors Comey and McCabe https://www.accountingtoday.com/news/irs-audited-former-fbi-directors-comey-and-mccabe
41:01 – Senator Warren Leads 22 Colleagues in Introducing the Tax Filing Simplification Act of 2022
Americans spend 13 hours and $240 on average to file their taxes—while corporations like @Intuit rake in billions. That’s outrageous. Today I;m leading 22 colleagues on legislation to make filing taxes free and easy for taxpayers. The IRS itself can and should adopt my plan; Elizabeth Warren (@SenWarren) July 13, 2022 https://twitter.com/SenWarren/status/1547260220551806976
45:10 – AICPA recommends additional IRS backlog measures - Journal of Accountancy
49:43 – Obviously most CPAs are against the 15... | |||
| 14 Jun 2022 | AccountingWEB Live #1: Atop the Summit with Seth Fineberg | 00:12:57 | |
Meet Our Guest: Seth Fineberg, Editorial Manager/US Team Lead at AccountingWEB.com Learn more about AccountingWEB Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 07 Mar 2025 | Top 10 College Accounting Programs, PwC Israel Fined, Trump Names Crypto Reserve Coins | 01:13:09 | |
What happens when the US government considers creating a cryptocurrency reserve? In this episode, Blake and David dive into Trump's surprising announcement about establishing a crypto strategic reserve and the immediate market reaction. They explore this proposal's potential consequences and skepticism, from security vulnerabilities to valuation challenges. You'll also hear about PwC Israel's $2.8 million fine for exam cheating, Connecticut's push to create alternative CPA licensure pathways, and how accounting firms are expanding into legal services. They also dissect the outcry over federal employees being asked to submit weekly accomplishment reports and break down Citigroup's jaw-dropping $81 trillion transfer error caused by poor software design. Whether you're tracking regulatory changes, interested in the evolution of professional services firms, or simply fascinated by the intersection of finance and technology, this episode delivers insights into the forces reshaping the accounting profession today. Sponsors Chapters
Show Notes Trump names cryptocurrencies in strategic reserve, sending prices up
Crypto's biggest hacks and heists after $1.5 billion theft from Bybit
PCAOB Sanctions PwC Israel for Quality Control Violations Related to Widespread Improper Answer Sharing
CPA Success Index: Ranking the top collegiate accounting programs https://www.accountingtoday.com/opinion/cpa-success-index-ranks-top-collegiate-accounting-programs
FinCEN Not Issuing Fines or Penalties in Connection with Beneficial Ownership Information Reporting Deadlines
Fyre Festival 2 tickets are on sale for up to $1.1 million after founder served prison time for defrauding investors of the first event https://fortune.com/2025/02/26/fyre-festival-2-tickets-billy-mcfarland-prometheus-pass-music-lineup/
Progress: Tracking the conversation in all licensing jurisdictions https://www.mncpa.org/involvement/legislative/broadening-pathways-to-cpa/national/
Aprio Aims to Enter Legal Industry by Combining with Law Firm in Arizona
McKinsey Estimates Advisor Shortage of 100,000 by 2034
Saudi Wealth Fund Blocks PwC from Advisory Work for One Year
A message from SecVA Doug Collins https://www.youtube.com/watch?v=r8Z_RkqSAzo
Everyone Hates Pennies, Except This Guy https://www.wsj.com/business/mark-weller-penny-defender-trump-d543a9de?mod=business_lead_pos1
Federal workers get a new email demanding their accomplishments https://www.npr.org/2025/03/01/g-s1-51490/federal-workers-new-email-accomplishments
Fact Sheet: President Donald J. Trump Proceeds with Tariffs on Imports from Canada and Mexico
Sam Altman Rejects Elon Musk’s Offer To Buy OpenAI Control—And Mocks X
Former U.S. Senator Robert M... | |||
| 20 Oct 2019 | #AccountexUSA: Ransomware is rampant | 00:17:28 | |
Sponsors Right Networks: https://cloudaccountingpodcast.promo/rncloud
Connect with Roman H. Kepczyk, CPA.CITP, CGMA
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!
Limited edition shirts, stickers, and other necessities.
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 | |||
| 16 Jan 2023 | Transform #3: Accounting For Pest Control with Matthew Woodcock | 00:16:51 | |
Meet Our Guest: Learn more about Sprague Pest Solutions Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd | |||
| 09 Sep 2022 | Bad Bookkeeping | 01:06:33 | |
Sponsors Jirav: https://cloudaccountingpodcast.promo/jirav Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 2:02 – Review from Scott Michael Collier – Thank you!
4:49 – PwC Manager is Suing the Firm After He Lost a Chunk of His Skull at a Drunken Work Event - Going Concern
8:04 – Ernst and Young employee, 33, found dead at Sydney office after Friday night work drinks
10:26 – Top House Intel Republican downplays Trump's records-handling: 'More of a bookkeeping issue'
12:16 – Crypto.com mistakenly sent a customer $7.2 million instead of a $68 refund - The Verge https://www.theverge.com/2022/8/31/23330458/crypto-dot-com-typo-mistake-refund-audit
17:41 – PCAOB, China sign agreement opening door for inspections - Journal of Accountancy
PCAOB observed problems during audits of SPACs https://www.accountingtoday.com/news/pcaob-observed-problems-during-audits-of-spacs
19:27 – California Passes Radical AB 257 Fast-Food Legislation
California Fast Food Wages Would Be Set by Government Under Bill Passed by State Legislature
California QSRs Push Back Against Wage Bill https://www.pymnts.com/news/regulation/2022/california-qsrs-push-back-against-wage-bill/
21:39 – As prices rise, CFOs turn toward automation to control costs | Accounting Today https://www.accountingtoday.com/news/as-prices-rise-cfos-turn-towards-automation-to-control-costs
26:45 – Wassia Kamon, CPA, CMA, MBA on LinkedIn: Top 10 Accounting and Finance Certifications | 177 comments
29:43 – Email from Joseph – Thank you!
34:16 – Voicemail from Elliot – Thank you!
43:04 – Intuit unveils new logo design | Accounting Today https://www.accountingtoday.com/news/intuit-unveils-new-logo-design
It’s a brand new day for Intuit! https://www.intuit.com/blog/news-social/unveiling-our-new-intuit-logo/
45:22 – Intuit's (INTU) Earnings and Revenues Surpass Estimates in Q4 (Revised)
Intuit's (INTU) Earnings and Revenues Surpass Estimates in Q4
Intuit Inc. (INTU) CEO Sasan Goodarzi on Q4 2022 Results - Earnings Call Transcript
Intuit (INTU) Q4 Earnings and Revenues Beat Estimates https://www.zacks.com/stock/news/1971565/intuit-intu-q4-earnings-and-revenues-beat-estimates
Intuit Reports Strong Full Year Results and Sets Fiscal 2023 Guidance | Business Wire
48:34 – MyCase Rolls Out Built-In Accounting and Integrated Document Automation
MyCase Announces Release of Accounting and Robust Document Automation Integration, Further Enhancing Legal Tech Platform
49:56 – Intuit releases automated tax advisory solution in move towards... | |||
| 12 Mar 2024 | IRS Agents Working From Home Can Watch H&R Block Reality TV Show | 01:06:15 | |
We're celebrating surpassing 10,000 YouTube subscribers! Thank you! Blake and David look into H&R Block's new reality show about teaching people life skills like doing their taxes. They also talk about workflow automation challenges for accounting firms, how the IRS is contacting wealthy non-filers, and the Trump Organization CFO pleading guilty to perjury. They also break down the SEC's extensive new climate disclosure rules and the job opportunities this could create for accountants. Sponsors Chapters
Show Notes 2024 Report: The State of Accounting Workflow Automation https://financial-cents.com/resources/articles/2024-report-state-of-accounting-workflow-automation/
Gartner Survey Shows That a Third of Accountants Make Several Financial Errors Per Week due to Capacity Constraints
The U.S. is short 340,000 accountants-just look at the wave of earnings report mistakes https://fortune.com/2024/03/01/accounting-shortage-earnings-report-mistakes/
Intuit, H&R Block tax AIs critiqued on accuracy
SC accounting error gets renewed focus over $1.8B sitting in state bank account https://www.southcarolinapublicradio.org/sc-news/2024-03-05/legis-treasurermoney
Ex-Trump Org CFO Pleads Guilty to Perjury in Fraud Case
H&R Block to Release Short Format Comedy Streaming Series, “Responsibility Island”
Federal court holds Corporate Transparency Act unconstitutional
Lyft earnings report error prompts shareholder lawsuit https://finance.yahoo.com/news/lyft-earnings-report-error-prompts-150849490.html Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel ma... | |||
| 10 Nov 2020 | How Trump's TCJA Caused Him to Lose | 00:59:53 | |
Sponsors
Show Notes 07:37 – No, Biden did not receive thousands of mysteriously surfaced votes in Michigan 10:02 – Meet the Excel warriors saving the world from spreadsheet disaster 11:20 – It's time for the Leary Theory on How Trump Lost 13:46 – 691,145 Californians left last year: What state did they go to? – Orange County Register 13:54 – Where to Move from California in 2018: Top 10 Places Californians Move - TSI Moving 16:20 – Judge orders Trump administration to reveal PPP loan data it sought to obscure 19:05 – Evidence of PPP Fraud Mounts, Officials Say 22:28 – If you worked remotely due to Covid-19, a state tax surprise could be coming 26:42 – How one simple Zapier workflow created a multimillion-dollar business https://zapier.com/blog/how-zapier-helped-create-bonjoro/ 28:14 – How to Get Accounting Clients in a Changing World 30:59 – Acuity Launches Accounts Receivable Services as Standalone Service 36:00 – California accounting board fines KPMG $1.3M for cheating scandal 38:16 – Bill.com tops earnings expectations as more small businesses get back to work, but stimulus questions linger 45:13 – Customise your chart of accounts templates in Xero HQ 47:06 – Does Your Firm Have a Clear Vision for Hosting: Public Cloud, Private Cloud, SaaS 57:09 – Last, but definitely not least, this is our 200th Episode!🎉👏😁 Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
| |||
| 30 Dec 2021 | Earn CPE Credits Listening To Podcasts | 00:59:08 | |
Sponsors OnPay: https://cloudaccountingpodcast.promo/onpay
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 01:38 - Elon Musk says he will pay over $11 billion in taxes this year https://www.cnbc.com/2021/12/20/elon-musk-says-he-will-pay-over-11-billion-in-taxes-this-year.html
03:49 - Earmark (the Apple version) Lives!
05:18 - Just how does Earmark CPE work? 10:22 - CPA Exam Stats 14:52 - 150 hours required for non-CPA partner in CPA firm 17:54 - In re QuickBooks Desktop 25:07 - Relationships with clients - Greg Bayramian 29:22 - Blake’s take on handling client communications 35:25 - Trump Fraud Inquiry’s Focus: Did He Mislead His Own Accountants? - The New York Times https://www.nytimes.com/2021/12/14/nyregion/trump-fraud-inquiry.html?searchResultPosition=1 36:00 - Our initial discussion of the Trump fraud inquiry in Episode 235
40:37 - Thieves Nab $100M in Pandemic Relief Funds - CFO https://www.cfo.com/fraud/2021/12/thieves-nab-100m-in-pandemic-relief-funds/
Criminals have stolen nearly $100 billion in Covid relief funds, Secret Service says
White House downplays Secret Service estimate of COVID fraud
45:24 - Comparing pandemic shrink to retail shrink
46:16 - IRS seized $3.5 billion in cryptocurrency this past year, agency says https://www.nbcnews.com/tech/security/irs-seized-35-billion-cryptocurrency-year-agency-says-rcna6157
48:12 - Sage to acquire cloud-based retail management system | Accounting Today https://www.accountingtoday.com/news/sage-to-acquire-cloud-based-retail-management-system
Sage to acquire Brightpearl https://www.globenewswire.com/news-release/2021/12/21/2356173/0/en/Sage-to-acquire-Brightpearl.html
Sage snaps up retail management company Brightpearl for £225 million
49:55 - Xero to acquire Canadian tax software provider, TaxCycle | Xero Blog https://www.xero.com/blog/2021/12/xero-to-acquire-taxcycle/
Xero (ASX:XRO) snaps up TaxCycle on $75.7m spree https://www.finnewsnetwork.com.au/archives/finance_news_network350595.html
Xero to acquire Canadian tax software provider, TaxCycle https://www.xero.com/blog/2021/12/xero-to-acquire-taxcycle/
52:48 - Tax Change Hits Payment Apps - CPA Trendlines https://cpatrendlines.com/2021/12/21/tax-change-hits-payment-apps/
55:42 - Ekos raises $21 million Series B to digitally connect the craft supply chain
Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Oh My Fraud: A True Crime Podcast for Accountants: | |||
| 19 Apr 2023 | Accounting Fraud Indicator Signals Economic Trouble | 01:08:24 | |
The M-Score is warning that the chance of fraud is the highest in over 40 years; Did KPMG fail to issue a critical audit matter for Silicon Valley Bank?; The spreadsheet apocalypse, revisited; Former startup founder charged by prosecutors for defrauding JPMorgan Chase; EY split fails; watch out for AI voice cloning scams; and more! Sponsors Chapters
Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes Intuit QuickBooks Launches Rest-of-World App Store - CPA Practice Advisor
EY’s leaders missed a brewing revolt at the firm’s biggest operation. Soon, their deal was scuttled
‘I’ve got your daughter’: Scottsdale mom warns of close call with AI voice cloning scam
Bond losses such as those at Silicon Valley Bank could have been raised as “critical audit matters”—a measure designed to help investors decode risks and uncertainties buried in financial statements https://www.wsj.com/articles/auditors-didnt-flag-risks-building-up-in-banks-6506585c
Former Start-Up Founder Charged by Prosecutors for Defrauding JPMorgan Chase https://www.nytimes.com/2023/04/04/business/charlie-javice-jpmorgan-fraud.html
The Spreadsheet Apocalypse, Revisited [Chart] https://twitter.com/johnnosta/status/1641586085640695810?s=12
The M-Score is warning that the chance of fraud at major companies is the highest in over 40 years, writes Numbers columnist @JoshZumbrun https://www.wsj.com/articles/accounting-fraud-indicator-signals-coming-economic-trouble-506568a0
New Microsoft Loop app is built for co-creation | Microsoft 365 Blog
Shares of the payments company formerly known as Square fell more than 20% in early trading Thursday after a short seller questioned the company’s user numbers and accused it of predatory tactics
Startup CEO charged in $175 million fraud case https://abcnews.go.com/Business/startup-ceo-charged-175-million-fraud-case/story?id=98363900
Our Obsession with Hours Is Destroying the Accounting Profession
Accounting firm EY calls off 'Project Everest' to break up firm https://www.bbc.com/news/65247525
Intuit QuickBooks Launches Rest-of-World App Store
Intuit Mailchimp Launches Email Content Generator https://www.destinationcrm.com/Articles/ReadArticle.aspx?ArticleID=158086
Mailchimp’s new GPT-powered AI tool can write marketing emails https://www.fastcompany.com/90877547/mailchimp-gpt-powered-tool-can-write-marketing-emails 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, | |||
| 02 Aug 2024 | What I Did On My Summer Vacation | 00:53:47 | |
Blake and David examine Blake's month-long working vacation in Southern California, and talk benefits of remote work for accountants. They also explore recent surveys on accounting firm satisfaction and the use of AI in tax practices and then delve into the ongoing accountant shortage, its impact on internal controls, and the challenges of recruiting new talent to the profession. Additionally, there's talk about the persistence of paper checks in certain industries and the evolving landscape of accounting firm partnerships. Sponsors Chapters
Show Notes Accountants Among the Happiest Workers in the U.S., New Study Finds
Number of the Day: $839,687 https://www.cpapracticeadvisor.com/2024/07/22/number-of-the-day-839687/108273/
New York State Society of CPAs
The Accountant Shortage Highlights How Critical Accounting Is to Capital Markets | Smith School
Why Paper Checks Refuse to Die - The New York Times
Tax practitioners both excited and concerned about gen AI says Thomson Reuters | Accounting Today
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 21 Jun 2022 | AccountingWEB Live #4: How Uncle Sam Collects His Due with IRS Deputies | 00:35:14 | |
Meet Our Guests: James Robnett, Deputy Chief, Criminal Investigation Darren Guillot, Deputy Commissioner, IRS Small Business Division Learn more about IRS Criminal Investigation Learn more about IRS Small Business Division Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 27 May 2021 | The Cost of Busy Season Burnout | 00:57:59 | |
Sponsors 1:12 – Welcome Kristen Keats, founder of Breakaway Bookkeeping & Advising, and practice owner at Sherwood Tax & Accounting 12:17 – David’s Rant of the Week – Virtual conferences suck 16:45 – REVIEW! Thank you, Jolen.opyc! 18:06 – KPMG Canada launches cloud accounting solution for SMEshttps://www.consulting.ca/news/2273/kpmg-canada-launches-cloud-accounting-solution-for-smes 24:06 – Burnout Is Real, On the Rise, and Retractable
28:50 – Restaurant Revitalization Fund to stop accepting applications Monday - Journal of Accountancy
29:11 – SBA will close Restaurant Revitalization Fund on Monday — just 3 weeks after opening
Restaurant Revitalization Fund faces huge funding shortfall
NYC Introduces Restaurant Aggregator Data Billhttps://www.pymnts.com/news/delivery/2021/nyc-introduces-bill-to-require-restaurant-aggregators-to-share-customer-data/
30:08 – Child Tax Credit Expansion Kicks In July 15 With Monthly Payments to Families https://www.wsj.com/articles/monthly-child-tax-credit-payments-set-to-start-july-15-11621249203
31:28 – Under Armour shareholders can sue over sales disclosures
32:37 – Taxpayers deserve pandemic penalty relief, AICPA says - Journal of Accountancy
36:22 – Will Biden’s IRS be coming after your clients? https://www.accountingtoday.com/articles/will-bidens-irs-be-coming-after-your-clients
41:37 – Elizabeth Warren’s take on the tax-preparer industry
44:39 – Innovations in audit: KPMG deploys smart glasses https://www.accountingtoday.com/news/innovations-in-audit-kpmg-deploys-smart-glasses
47:00 – Auditors leverage technology lessons from pandemic https://www.accountingtoday.com/news/auditors-leverage-technology-lessons-from-pandemic
49:14 – We Found Joe Biden’s Secret Venmo. Here’s Why That’s A Privacy Nightmare For Everyone. https://www.buzzfeednews.com/article/ryanmac/we-found-joe-bidens-secret-venmo
50:25 – Popularity of Venmo, Other Apps Prompt Questions for Lawyer Usehttps://news.bloomberglaw.com/us-law-week/popularity-of-venmo-other-apps-prompt-questions-for-lawyer-use
52:50 – April sees resurgence in ransomware attacks - IT-Online https://it-online.co.za/2021/05/14/april-sees-resurgence-in-ransomware-attacks/ Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Future Firm: https://futurefirmaccelerate.com/ | |||
| 08 Nov 2024 | Sasan Apologizes to Accountants at Intuit Connect | 01:16:28 | |
Blake and David examine Sasan Goodarzi's apology and lukewarm reception regarding the recent controversial TurboTax ad campaign. They also take a look at Intuit's new Enterprise Suite product, which aims to compete with NetSuite and Sage Intacct by offering multi-entity accounting capabilities at a lower price point. Moving on, there's talk of Anthropic's new Claude computing capability, EY's resignation as Super Micro Computer's auditor, and Google's declining search market share in the face of AI competition. Sponsors Chapters
Show Notes
Intuit Connect 2024: Sasan Goodarzi on AI & the Future of Accounting https://www.youtube.com/watch?v=1xzKztkuhRY Introducing computer use, a new Claude 3.5 Sonnet, and Claude 3.5 Haiku https://www.anthropic.com/news/3-5-models-and-computer-use 'All hell has broken loose': Inside Elon Musk's high-stakes pro-Trump door-knocking effort BDO must face AmTrust investors' fraud case after US appeals court backtracks Google’s Grip on Search Slips as TikTok and AI Startup Mount Challenge https://www.wsj.com/tech/online-ad-market-google-tiktok-9599d7e8 Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 16 Jul 2019 | Why Amazon — and accounting firms — have no choice but to retrain their workers | 00:32:44 | |
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Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Subscribe
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| 17 Sep 2024 | SuiteWorld Recap & Bookkeeping Startup Raises $200M | 00:59:04 | |
Back from SuiteWorld, Blake and David discuss key takeaways from Oracle NetSuite's conference, including product updates and the event's growing scale. They also examine recent fundraising in the accounting-tech space, notably bookkeeping startup Finally's $200 million Series B round. Moving on, there's Big Four firm news, including PwC's layoffs and return-to-office policies, as well as a viral TikTok trend exploiting a Chase Bank ATM glitch. Sponsors Chapters
Show Notes Oracle NetSuite – SuiteWorld https://www.netsuitesuiteworld.com/
Accounting Software Market Size With Growing Demand and Forecast to 2032 https://www.linkedin.com/pulse/accounting-software-market-size-growing-demand-qsgic/
Mercury acquires Teal https://mercury.com/blog/inside-mercury/mercury-acquires-teal
Revolut Business Adds Bill Pay Feature https://www.pymnts.com/news/b2b-payments/2024/revolut-business-adds-bill-pay-feature
Paylocity Announces Definitive Agreement to Acquire Airbase Inc., a Leading Spend Management Software Solution Provider
The Chase ATM 'glitch' that went viral is likely check fraud, bank says https://www.usatoday.com/story/money/2024/09/03/chase-bank-atm-glitch-fraud/75058813007/
PwC Laying Off 1,800 Employees in First Formal Cuts Since 2009
PwC tells employees it will use location data to police 'back-to-office' rule
PwC Isn’t Used to Being Called Desperate But Here We Are https://www.goingconcern.com/pwc-isnt-used-to-being-called-desperate-but-here-we-are/
Deloitte rower earned gold at Paris Olympics https://www.accountingtoday.com/news/deloitte-rower-earned-gold-medal-at-paris-olympics
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 06 Aug 2019 | #Xerocon San Diego: Shawn Kanungo, Disruption Strategist, Founder, and Keynote Speaker | 00:39:20 | |
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Connect with Shawn
Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Subscribe
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| 26 Jul 2024 | Why Trump's Plan To Raise Tariffs Will Backfire | 01:05:11 | |
Blake and David Leary dive into several hot topics in the accounting world including the IRS's renewed focus on enforcement, targeting high-income individuals and non-filers, as well as the push to regulate non-credentialed tax preparers. They also explore the ongoing US CPA shortage and discuss potential solutions, including changes to education and recruitment strategies. Moving on, there's talk about emerging threats to traditional accounting software from industry-specific solutions like Clio's new accounting package for law firms. All this and more, right here, right now! Sponsors Chapters
Show Notes July 19, 2024, global tech outage news https://www.cnn.com/business/live-news/global-outage-intl-hnk/index.html
AICPA & CIMA Achieves Global Recognition as a Great Place To Work
Just How Much Have Accounting Salaries Increased in the Last Five Years?
You Need to Make Six Figures to Buy a Home in Almost Half of the U.S.
Number of the Day: $5.7 Billion - CPA Practice Advisor https://www.cpapracticeadvisor.com/2024/06/24/number-of-the-day-5-7-billion/107099/
I.R.S. Crackdown on Delinquent Millionaires Yields $1 Billion - The New York Times https://www.nytimes.com/2024/07/11/business/irs-crackdown-wealthy-taxpayers.html
The IRS Tidal Wave Is Here - CPA Trendlines https://cpatrendlines.com/2024/07/07/the-irs-tidal-wave-is-here/
Tax pros: IRS improving, but getting the right answer takes too long
IRS advisory committee recommends regulating tax preparers | Accounting Today https://www.accountingtoday.com/news/irs-advisory-committee-recommends-regulating-tax-preparers
Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake - WSJ https://www.wsj.com/politics/policy/corporate-tax-rate-election-53de5180?st=o43aay9xscjk9wt
Ohio's shortage of certified accountants is part of a national trend
Accountants sound the alarm over high-income residents leaving Massachusetts – New Bedford Guide
Trump floats tariff hikes to offset income tax cuts https://www.accountingtoday.com/articles/trump-floats-tariff-hikes-to-offset-income-tax-cuts
The Accountant Shortage Highlights How Critical Accounting Is to Capital Markets | Smith School
#stitch with @Shanna Morris | accounting major | TikTok https://www.tiktok.com/@nycoleemccrary/video/7361440633531174186?_r=1&_t=8m1nZEORWQh
Best Song Ever??? https://www.tiktok.com/@thesavbananas/video/7366410624856837422?lang=en
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchas... | |||
| 13 Jul 2022 | More Money for AI Accounting Startups | 01:17:45 | |
Sponsors OnPay: https://www.cloudaccountingpodcast.promo/onpay
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 5:47 – Karbon’s 2022 Practice Excellence Report https://karbonhq.com/resources/2022-practice-excellence-report/
17:59 – 76 Fake Charities Shared a Mailbox. The I.R.S. Kept Approving More. - The New York Times
76 Fake Charities Shared a Mailbox. The I.R.S. Approved Them All.
22:01 – Crypto Lender Voyager Seeks Chapter 11 Protection https://www.pymnts.com/cryptocurrency/2022/crypto-lender-voyager-seeks-chapter-11-protection/
Crypto Lender Vauld Suspends Withdrawals as Customers Yanked $200M
Behind the Celsius Sales Pitch Was a Crypto Firm Built on Risk – WSJ
26:33 – Crypto crash halts plans by statehouses to accept Bitcoin tax payments | Accounting Today
28:51 – A FinTech horror story: How one company prioritizes cybersecurity
35:14 – World-wide, venture-capital funding for AI accounting startups hit a total of $233.3 million between January and the end of March, surpassing the $210.2 million in funding for all of 2021, according to PitchBook
38:52 – Clients Would Switch for Portals - CPA Trendlines https://cpatrendlines.com/2022/06/26/clients-would-switch-for-portals/
42:11 – Toast Serves up Expanded Restaurant Solutions with Sling Acquisition
44:39 – Voicemail from Tony Novac – Thank you!
Voicemail from Erin Millie Smith – Thank you!
Email from Paul – Thank you! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Future Firm: futurefirmaccelerate.com GetW9: getw9.tax Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 24 Oct 2022 | Xerocon #2: How Xero Is Making The United States A Priority | 00:15:17 | |
Meet Our Guest Learn more about Xero Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 18 Mar 2023 | Two Big AI Developments for Accountants | 00:44:49 | |
We're talking about the release of GPT-4 and Microsoft's Copilot built into Office 365. Both will have a huge impact on accountants in the near future. Tune in to learn how! Show Notes: Introducing Microsoft 365 Copilot | Microsoft 365 Blog GPT-4 Developer Livestream - YouTube OpenAI releases GPT-4, artificial intelligence that can 'see' and do taxes
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd | |||
| 13 May 2022 | H&R Block Blocks Block | 01:05:42 | |
Sponsors FreshBooks: https://www.cloudaccountingpodcast.promo/freshbooks
Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 1:46 – Intuit owes customers $141 million after it 'cheated' them out of free tax services
Intuit Will Refund $141 Million to Low-Income TurboTax Users - The New York Times https://www.nytimes.com/2022/05/04/business/turbotax-intuit-settlement.html
4:36 – Study: Nearly half of returns could be automatically populated
8:09 – In-Person BNPL Coming Soon as Block Connects Seller, CashApp Ecosystems
9:43 – H&R Block Wins Injunction Against Jack Dorsey’s Block Inc.
11:23 – Fireside chat with IRS Commissioner Chuck Rettig https://www.accountingtoday.com/news/fireside-chat-with-irs-commissioner-chuck-rettig
19:00 – Marcum merges in Friedman to create $1B megafirm https://www.accountingtoday.com/news/marcum-merges-in-friedman-to-create-1b-megafirm
19:54 – Klean Books Offering Free Business Bookkeeping Services With New Promotion
21:18 – PwC US announces $2.4B employee investment https://www.accountingtoday.com/news/pwc-us-announces-2-4b-employee-investment
28:05 – Let's Mesh Other Business Buzzwords to Form the Next Big Accounting Firm Name
31:11 – In KPMG Australia Cheating Scandal, Apparently Cheaters *Do* Win https://www.goingconcern.com/in-kpmg-australia-cheating-scandal-apparently-cheaters-do-win/
32:58 – Why the Metaverse matters to you https://www.accountingtoday.com/podcast/why-the-metaverse-matters-to-you
37:49 – What It Will Take for Augmented Reality to Become Our Reality
Law firm says employees can work from home full-time – but only if they take a 20% pay cut
46:38 – Back In My Day, Accountants Had to Walk Uphill Both Ways In the Hot Sun to Get to Work, Says Crotchety Old British Guy
51:41 – Pizza accountant to pay $2M for insider trading https://www.accountingtoday.com/news/ex-dominos-accountant-to-pay-2m-for-insider-trading
55:34 – Stripe Offers Businesses Customer-Account Verification Tools
56:29 – Experiment finds RPA is 745% faster than manual processes Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited ... | |||
| 09 Dec 2019 | What's new for QBOA and ProAdvisors 🎙 Live at QuickBooks Connect | 00:24:47 | |
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Connect with 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!
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| 08 Sep 2021 | How Deloitte Created A Marvel Hero | 00:56:24 | |
Sponsors DEXT: https://cloudaccountingpodcast.promo/dext Show Notes 5:59 – Here’s why small-business kingpin Intuit is buying Mailchimp for $12B https://www.fastcompany.com/90675994/intuit-mailchimp-acquisition
6:11 – Intuit in talks to buy Mailchimp for more than $10B https://www.accountingtoday.com/articles/intuit-in-talks-to-buy-mailchimp-for-more-than-10b
13:35 – Xero Tax: Personal tax is now live https://www.xero.com/blog/2021/08/personal-tax-live/
16:10 – Xero iOS app update – You can reconcile spend and receive transactions at the same time when doing find and match – WOOT!
Xero Blog – Latest product news – September 2021 https://www.xero.com/blog/2021/09/product-news-sept-2021/
19:30 – Apple announces first states signed up to adopt driver’s licenses and state IDs in Apple Wallet
21:10 – Neat introduces NeatBooks and NeatInvoices https://www.accountingtoday.com/news/neat-introduces-neatbooks-and-neatinvoices
27:16 – New & Improved in FreshBooks: Team Cost Rates, Project Profitability, and More https://www.freshbooks.com/blog/product-updates-august-2021
28:03 – Square to launch a new paid subscription, Invoices Plus https://techcrunch.com/2021/08/30/square-to-launch-a-new-paid-subscription-invoices-plus/
30:00 – Vic.ai, an AI-powered accounting automation platform, raises $50M https://venturebeat.com/2021/09/01/vic-ai-an-ai-powered-accounting-automation-platform-raises-50m/
35:08 – Watch Google’s Super-powered AI Turn Pixelated Photos into Hi-res https://www.inputmag.com/tech/googles-ai-photo-upscaling-tool-borders-on-science-fiction
Google’s New AI Photo Upscaling Tech is Jaw-Dropping https://petapixel.com/2021/08/30/googles-new-ai-photo-upscaling-tech-is-jaw-dropping/
37:25 – Canopy integrates with QuickBooks Online https://www.accountingtoday.com/news/canopy-integrates-with-quickbooks-online
38:40 – Baker Tilly to acquire accounting tech services company https://www.accountingtoday.com/news/baker-tilly-to-acquire-accounting-tech-services-company-accttwo
40:48 – Another Exodus of NCR Employees and NCR Reportedly Kills Aloha Nextgen POS
42:24 – IRS adds address change capability to Child Tax Credit portal
43:11 – Plaid CTO: Banks, FinTechs Must Turn ‘Transaction Data Mosaic’ Into Cohesive Service Offering
46:20 – Even a Marvel Superhero Knows How Horrible Working at a Big 4 Firm Can Be
50:07 – The Accountant 2 Is a Done Deal, Ben Affleck & Jon Bernthal Will Both Return https://www.imdb.com/news/ni63411978
52:00 – Feedback from you, our excellent listeners! Thank you! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 13 Nov 2019 | A rundown of QuickBooks Online news from #QBConnect | 00:33:50 | |
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
Connect with David and Valerie
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!
Limited edition shirts, stickers, and other necessities. TeePublic Store: http://cloudacctpod.link/merch
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| 17 May 2024 | Trump Accountants Take the Stand Before the Stormy Daniels | 01:07:53 | |
This week, Blake and David are puzzled by the results of a survey that shows 40% of tax professionals believe generative AI will allow them to charge clients higher rates. They also cover the sham audit firm BF Borgers and question why the firm's CPA is still licensed despite SEC charges. Blake demonstrates how he uses Zapier Central to build an AI agent that can automatically respond to client emails about the status of their tax returns. Wrapping up, they examine Digits' $35 million raise and pivot to bill pay, and Xero's new filtering functionality for bank reconciliations. Sponsors Chapters
Show Notes Rudy Giuliani Forced to Learn Accounting After Bankruptcy Beancounter Bails
Stormy Daniels payment puts focus on Trump and check-writing as trial testimony resumes
Trump Accountant on His Stormy Daniels Coverup Notes: ‘I Made a Boo-Boo’ https://www.yahoo.com/news/trump-accountant-stormy-daniels-coverup-152934446.html
Trump Accountant Exposes Checks to Michael Cohen in Damning Testimony https://newrepublic.com/post/181344/trump-accountant-checks-signed-michael-cohen-hush-money-trial
What’s new in Xero — May 2024 - Xero Blog https://blog.xero.com/product-updates/whats-new-in-xero-may-2024/
End of Trump Media’s Auditor Jolts Hundreds of Other Companies
Trump Media hires new auditor after previous accounting firm charged with 'massive fraud'
Digits Launches AI Bill Pay for Small Businesses https://www.pymnts.com/news/b2b-payments/2024/digits-launches-ai-bill-pay-for-small-businesses/ Countsy Debuts Platform to Streamline Back-Office Management
Why we’re calling 2024 ‘the year of the US bank feed’ https://blog.xero.com/product-updates/year-of-the-us-bank-feed/
Let's Meet NASBA's Next President and CEO https://www.goingconcern.com/lets-meet-nasbas-next-president-and-ceo/
Digits Launches AI Bill Pay for Small Businesses https://www.pymnts.com/news/b2b-payments/2024/digits-launches-ai-bill-pay-for-small-businesses/
Digits AI Bill Pay -- The World's First AI Bill Pay, Built Specifically For Startups
Imagine the Chaos If the PCAOB Starts Naming and Shaming Audit Deficiency Clients
'Nobody seems interested' in helping Giuliani with accounting in bankruptcy case, lawyers claim Canopy Secures $35 Million in Funding to Enhance AI-Powered Practice Management for Accounting Firms
Trump Media Replaces Its Accounting Firm BF Borgers With Semple, Marchal & Cooper
Trump Org. accounting system was de... | |||
| 17 Jul 2021 | Tax Evasion & Spreadsheets: A Lesson From Trump's CFO | 00:57:20 | |
Sponsors Synder: https://cloudaccountingpodcast.promo/synder Show Notes 4:48 – Trump Organization Is Charged With Running 15-Year Employee Tax Scheme https://www.pymnts.com/news/investment-tracker/2021/bolt-seeking-300m-in-next-fundraising-round/
13:35 – June Job Report? Employers added 850K jobs in June, including 2.8K in accounting https://www.accountingtoday.com/news/employers-added-850k-jobs-in-june-including-2-8k-in-accounting
13:50– U.S. Job Openings Hit Record 9.2M in May https://www.newsbreak.com/news/2303009196462/u-s-job-openings-hit-record-9-2m-in-may
16:37 – SBA to Drop Its Review of PPP Loans of $2 Million and Above https://www.inc.com/diana-ransom/small-business-administration-ppp-loan-necessity-questionnaire.html
19:45 – Biden Plan’s Higher Taxation of Businesses Would Boost Collections to Highest in 40-Plus Years https://taxfoundation.org/biden-business-tax-collections/
23:09 – Art of Accounting: Qualities that make someone a partner
25:48 – When Money Is No Object https://www.wsj.com/articles/when-money-is-no-object-11625839202
29:48 – SURVEY: CPA Firms Reject Staff Vaccine Mandates https://cpatrendlines.com/2021/07/07/survey-hybrid-of-remote-and-on-site-work-is-here-to-stay/
31:30 – EisnerAmper adds tech firm https://www.accountingtoday.com/news/eisneramper-adds-tech-firm-zentek-data-systems
33:35 – Sage X3 software vulnerability found, addressed https://www.accountingtoday.com/news/sage-x3-software-vulnerability-found-addressed
35:29 – Paycom Launches Beti, an Industry-First Employee-Driven Payroll Solution
38:59 – Welcoming Symmetry to Gusto https://gusto.com/company-news/welcoming-symmetry-to-gusto
44:38 – New & Improved in FreshBooks: Recurring Revenue Widget, Reply-To Emails, and More https://www.freshbooks.com/blog/product-updates-june-2021
45:36 – Liberty Tax acquired by NextPoint https://www.accountingtoday.com/news/liberty-tax-acquired-by-nextpoint
47:45 – PSA: Chime Banking App Is Closing Accounts and Withholding Peoples’ Money
A Banking App Has Been Suddenly Closing Accounts, Sometimes Not Returning Customers’ Money — ProPublica https://www.propublica.org/article/chime
51:52 – Fired by Bot at Amazon: ‘It’s You Against the Machine’
53:40 – Quote: “All your automated processes should start with a human interaction and end with a human interaction” Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Future Firm: https://futurefirmaccelerate.com/ Accounting... | |||
| 23 Jan 2024 | Pay Transparency Website Levels Playing Field for Accountants | 00:24:16 | |
Dominic Piscopo is the founder of Big4Transparency.com, an accounting salary transparency website. Dominic was inspired to start the site based on his experience discovering the disparity in compensation between his accounting job and what other accountants were making in the same city. To date, Big4Transparency.com has collected over 13,000 salary data points. In the episode, we discuss the value of using the platform for salary negotiation. Dominic also highlights trends in accounting salaries, the impact of job hopping on earnings, and the relationship between work environment and job satisfaction.
LinkedIn: https://www.linkedin.com/in/dopiscopo/ Learn more about Big4Transparency.com Website: https://www.big4transparency.com/ Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 02 Jan 2020 | Reflecting on a Decade of Cloud Accounting | 00:45:28 | |
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!
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!
Limited edition shirts, stickers, and other necessities. TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 25 Sep 2024 | Remote Work Going Away or Here to Stay? | 01:23:36 | |
Blake and David examine the evolving landscape of remote work, discussing recent trends and their impact on productivity and employee well-being. They also explore the commercial real estate market's challenges due to the shift towards remote work and its potential implications for the banking sector. Moving on, they take a look at recent audit failures, particularly the FTX case and discuss the controversial Beneficial Ownership Information reporting requirements and some potential issues for small businesses. Sponsors Chapters
Show Notes How Remote Work Is Impacting Accounting Firms https://cpatrendlines.com/2024/09/22/how-remote-work-is-impacting-accounting-firms/
2024 KPMG U.S. CEO Outlook Pulse Survey https://kpmg.com/us/en/articles/2024/kpmg-2024-ceo-outlook-pulse-survey.html
Amazon tells employees to return to office five days a week
Wells Fargo employee found dead at her desk days after she last clocked into work, authorities say https://www.cnn.com/2024/08/31/us/wells-fargo-employee-desk-arizona/index.html
Eric Schmidt Calls Remote Work a Mistake for Google in Disappearing Video
Audit Firm Prager Metis Settles SEC Charges for Negligence in FTX Audits and for Violating Auditor Independence Requirements https://www.sec.gov/newsroom/press-releases/2024-133
Beneficial Ownership Reporting Outreach and Education Toolkit https://www.fincen.gov/boi/toolkit
BOI requirements roll along despite concerns about too little outreach https://www.journalofaccountancy.com/news/2024/aug/boi-reporting-requirements.html
Property Fraud Allegations Snowball as Commercial Real Estate Values Fall
Nearly a Quarter of Office Space in the U.S. Will Be Empty by 2026
Big Banks are Taking Hits from Commercial Real Estate https://www.wsj.com/finance/banking/commercial-property-loans-real-estate-banks-249a43b9
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to cr... | |||
| 07 Jan 2021 | Everything is Bigger in Texas — Including Tax Fraud | 00:48:06 | |
Sponsors FreshBooks: https://cloudaccountingpodcast.promo/freshbooks Show Notes 02:12 - Do David and Blake have any 2021 resolutions?
04:38 - Apparently NASBA Offices Narrowly Avoided the Nashville Bombing
05:54 - IRS taxpayer data wasn’t exposed in SolarWinds hack, says TIGTA
08:07 - Sovos buys LTax
08:51 - Tax Software Firm Avalara Acquires INPOSIA
09:46 - RSM acquires MondayCall https://www.accountingtoday.com/news/rsm-acquires-salesforce-consultancy-mondaycall
12:10 - FedEx Wraps Up ShopRunner Purchase
17:00 - Justice Dept. charges Texas billionaire with biggest tax fraud case in US history
20:48 - Some businesses thrived, many lagged during pandemic in 2020
23:23 - Six Stories From a Downtown District Show Pandemic’s Uneven Toll
29:21 - We've got VOICEMAIL! Thank you, Kelly!
37:06 - 2019 Small Business Finance and HR Report https://onpay.com/small-business-hr-software/2019-small-business-finance-hr
40:39 - SURVEY: Tech Spending Slows https://cpatrendlines.com/2020/12/12/survey-tech-spending-slows/
46:11 - We're on the edge! A review from Ilibanili on Apple Podcasts. Thank you, Ili! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the show notes for the link to get more info. Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 16 Sep 2021 | Survey Says Tax Preparers Charge Too Little, Too Late | 01:08:34 | |
Sponsors CPA Charge: https://cloudaccountingpodcast.promo/cpacharge Show Notes 2:58 – EisnerAmper Gets Private Equity Backing https://cpatrendlines.com/2021/09/11/big-deal-private-equity-takes-stake-in-eisneramper-cpas-2/
9:46 – KPMG's UK arm among first to set targets for working class staff
11:58 – Here’s What We Know Right Now About the New COVID Vax Requirements at KPMG US
13:07 – Most U.S. Employers to Require COVID-19 Vaccination https://www.cfo.com/covid-19/2021/09/most-u-s-employers-to-require-covid-vaccination/
14:48 – If You Never Met Your Co-Workers in Person, Did You Even Work There? https://www.nytimes.com/2021/09/08/business/remote-office-co-workers-working-from-home.html
19:53 – Blake is taking his leave from Jirav. What’s next?
24:50 – JofA 2021 Tax Software Survey Results Are In https://www.drakesoftware.com/blog/tags/2021%20tax%20software%20survey
37:35 – IRS regulation of tax preparers gains steam https://www.accountingtoday.com/news/irs-regulation-of-tax-return-preparers-gains-steam
43:45 – Facebook to buy $100 million worth of unpaid invoices from 30,000 small businesses owned by women and minorities
46:00 – Amazon Is Creating A POS System To Compete With Shopify And PayPal—And Other Small Business Tech News
49:59 – Quicken, one of the ‘first fintechs,’ is being sold again
55:42 – PayPal to Buy Japan’s Paidy for $2.7 Billion https://www.wsj.com/articles/paypal-to-buy-japans-paidy-for-2-7-billion-11631087698
56:30 –Clio snaps up document automation startup in latest acquisition
57:51 – Notion acquires India’s Automate.io in push to accelerate product expansion
61:35 – Expensify Announces New Expensify Card Perk: Up to 2% Cash Back for All Cardholders Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Future Firm: https://futurefirmaccelerate.com/ Accounting Podcast Network: https://accountingpodcastnetwork.com/ Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Want to get the word o... | |||
| 22 Nov 2023 | What's New in QuickBooks from Connect | Firms Turning Away Work Due to Staffing Shortages | 01:14:39 | |
We're back from QuickBooks Connect 2023 with announcements, updates, new features, and improvements in QuickBooks Online. Also, EY got fined $3 million for cheating on ethics exams, and 42 percent of firms are turning away work due to staff shortages. Finally, we discuss the disruption of Alphabet's main search business by Microsoft, Amazon, and Apple in the AI-powered assistant space. Sponsors Chapters
Show Notes Intuit rolls out bevy of new features for the next tax season | Accounting Today https://www.accountingtoday.com/news/intuit-rolls-out-bevy-of-new-features-for-the-next-tax-year
New product innovations at announced at QuickBooks Connect help accountants drive small business growth https://www.firmofthefuture.com/quickbooks-connect/new-product-innovations/
PCAOB fines doubled in recent years | Accounting Today https://www.accountingtoday.com/news/pcaob-fines-doubled-in-recent-years
Accounting firms hit with record US fines over audit failures https://www.ft.com/content/25a65a49-4b94-4a80-82d8-435616a78f27
SURVEY: 42% of Accountants Turn Away Work Over Staff Shortages - CPA Trendlines https://cpatrendlines.com/2023/11/09/survey-48-of-accountants-turn-away-work-over-staff-shortages/
Black Ore Emerges from Stealth with $60 Million in Funding to Bring AI to Financial Services https://www.blackore.ai/articles/black-ore-emerges-from-stealth-with-60-million-funding Launching Zoho Practice: The Ultimate Practice Management Software https://www.zoho.com/blog/general/launching-zoho-practice.html
Bill Holdings Is Said to Near $1.95 Billion Deal for Melio
Bill Holdings stock sinks amid report of $1.95B deal talks for Melio ...
Bill Holdings denies media report on Melio deal
Puzzle secures $30m for revolutionary AI-powered accounting ...
EY Gets $3 Million Penalty by Texas Board of Public Accountancy
Bill's stock bounces after denial of report it was pursuing a $2 billion ...
Black Ore Raises $60 Million and Debuts AI Tool for Accountants
New Products at QuickBooks Connect Help Accountants Drive Small ...
St. Louis comptroller said prior mayor wanted new accounting ...
Intuit QuickBooks Unveils New Product Innovations at QuickBooks Connect that Help Accountants Drive Small Business Growth | |||
| 01 Mar 2024 | Trust Me, I'm an AI: Aaron Harris on the Future of Accounting | 00:24:21 | |
Aaron Harris joins Blake and David to discuss Sage's new AI offering, Sage Copilot, which brings generative intelligence into Sage Intacct to eliminate routine accounting work. They discuss specific use cases Copilot handles, like chasing people for approvals/documents, drafting emails, and answering ad hoc questions without running reports. Aaron also shares his perspective on AI’s impact on the accounting profession and why increased automation will make human review and trust even more essential. Meet Our Guest, Aaron Harris, CTO, Sage LinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/ Learn more about Sage
Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 20 Jul 2019 | #Xerocon San Diego: Ben Richmond, VP of Business Growth at Xero | 00:18:39 | |
Sponsors
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Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. | |||
| 25 Sep 2023 | Headlines: Job Security Isn’t Enough to Keep Many Accountants From Quitting | 00:04:11 | |
Accounting has long been viewed as a stable career, but in recent years, droves of accountants have been leaving the profession. Blake Oliver dives into a recent Wall Street Journal article highlighting the factors driving experienced accountants away, from burnout and boredom to the threat of automation. Show Notes https://www.wsj.com/articles/accounting-quit-job-security-675fc28f Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com
Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let The Accounting Podcast listeners know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 01 Feb 2025 | Will IRS Agents Take White House Buyout & TaxDome Leak Explained | 01:12:38 | |
Blake and David examine several significant developments, including TaxDome's data security incident, and the implications of China's DeepSeek AI model that caused Nvidia's stock to drop. They also dig into the White House's federal employee buyout offer that could impact IRS staffing levels and break down key findings from Accounting Today's 2025 Year Ahead survey about trends in remote work, tech spend, and AI adoption in accounting firms. Sponsors Chapters
Show Notes Deepseek R1 Explained by a Retired Microsoft Engineer https://www.youtube.com/watch?v=r3TpcHebtxM China’s DeepSeek AI dethrones ChatGPT on App Store: Here’s what you should know https://www.cnbc.com/2025/01/27/chinas-deepseek-ai-tops-chatgpt-app-store-what-you-should-know.html TaxDome reports security incident, says no sensitive data exposed https://www.accountingtoday.com/news/taxdome-reports-data-breach Reporting system error official post-mortem TaxDome Post from Caleb Jenkins’ LinkedIn Trump administration offers roughly 2 million federal workers a buyout to resign Trump suggests sending IRS agents to the border https://www.yahoo.com/news/trump-suggests-sending-irs-agents-233900348.html Accounting in 2025: The year ahead in numbers https://www.accountingtoday.com/list/accounting-in-2025-the-year-ahead-in-numbers Top 10 AI accounting tools every business needs in 2025 https://www.accountancyage.com/2025/01/24/top-10-ai-accounting-tools-every-business-needs-in-2025/ Xero's new tagline: 'Your business supercharged' https://www.accountingtoday.com/news/xero-announces-new-tagline-your-business-supercharged
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 08 Aug 2024 | Will California Be First to Deconstruct the 150 Hour Rule? | 01:16:49 | |
Blake and David, joined by guest Amber Setter, dive into the California Board of Accountancy's move to create legislation for an alternative to the 150-hour rule for CPA licensure. They discuss the potential impact on the accounting profession, the need for modernization, and the challenges faced by aspiring CPAs. The conversation also touches on various industry updates, including firm mergers, government accounting practices, and the role of AI in the profession. Sponsors Chapters
Show Notes CBA Meeting Recap – July 25 & 26, 2024 https://www.youtube.com/watch?v=jwrHaReBrIY
Marcum to be Acquired by CBIZ
Pentagon finds another $2 billion of accounting errors for Ukraine aid
How Intuit transformed tax filing experiences for millions of consumers with AI/GenAI this tax season
Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners ‘I walked away from my $170K job’: This accountant quit at 41 to live off dividends from his $1.25 million portfolio — here's what it would take for you to do the same https://moneywise.com/investing/stocks/accountant-quit-live-off-dividends-portfolio
Chartered Accountants - The Accountants - 45" Video https://www.youtube.com/watch?v=hma6ce-KT3I
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 09 Nov 2023 | Can AI Become An Accounting Expert? | 01:08:18 | |
Blake and David examine the downfall of FTX and founder Sam Bankman-Fried and look at some controversies around Deloitte auditors backdating audit paperwork in Canada, receiving only a minor fine. They also marvel at Donald Trump's attempt to blame accountants for alleged financial statement fraud in his organization. All this, and other news including NASBA's CEO's upcoming retirement, IRS budget cut updates, and generational differences around public accounting work environments. Sponsors Chapters
Show Notes House passes Israel aid tied to IRS cuts, triggering Biden clash | Accounting Today
New York accounting firm Grassi announces ESOP | Accounting Today https://www.accountingtoday.com/news/new-york-accounting-firm-grassi-announces-esop
Trump’s Sons Cast the Blame for Fraud on Their Company’s Accountants
NASBA CEO Ken Bishop plans to retire | Accounting Today https://www.accountingtoday.com/news/nasba-ceo-ken-bishop-plans-to-retire
IG reel: Good salary BUT don’t become a CPA https://www.instagram.com/reel/CzCgptfpjmv/
Can Artificial Intelligence Become an Accounting Expert? - The CPA Journal https://www.cpajournal.com/2023/10/24/can-artificial-intelligence-become-an-accounting-expert-2/
Ohio floats plan to recruit more CPAs https://www.accountingtoday.com/news/ohio-floats-plan-to-recruit-more-cpas
WeWork, once valued at $47 billion, files for bankruptcy https://www.cnbc.com/2023/11/07/wework-files-for-bankruptcy.html
Here's how much WeWork co-founder Adam Neumann made before the company's bankruptcy
Sam Bankman-Fried found guilty on all seven criminal fraud counts
Amazon founder Jeff Bezos is leaving Seattle for Miami https://www.cnbc.com/2023/11/03/amazon-founder-jeff-bezos-is-leaving-seattle-for-miami.html
Ohio Society of CPAs Develops Action Plan Aimed at Talent Shortage
Billions still lost through bad accounting, says auditor general
Eric Trump testified over and over again he had nothing to do with his dad’s accounting. Then he was shown his own emails
Former FTX CEO found guilty of fraud
House Passes Israel Aid Bill Tied to IRS Cuts https://www.cpapracticeadvisor.com/2023/11/02/house-passes-israel-aid-bill-tied-to-irs-cuts/97224/
Jeff Bezos: Leaving Seattle and Embracing Miami
Billionaire Amazon founder Jeff Bezos moves to Florida, where his parents live-and capital gains are not taxed https://finance.yahoo.com/news/billionaire-amazon-founder-jeff-bezos... | |||
| 20 May 2021 | Collective Raises $20 Million To Not Be An "Accounting Firm" | 00:56:15 | |
Sponsors Synder: https://cloudaccountingpodcast.promo/synder Relay Financial: https://cloudaccountingpodcast.promo/relay Show Notes 02:15 – $58,508: The Average Starting Salary for New Accounting Grads https://www.goingconcern.com/58508-average-starting-salary-new-accounting-grads-2021/
3:44 – Fintech Startup Offers $500 for Payroll Passwords https://krebsonsecurity.com/2021/05/fintech-startup-offers-500-for-payroll-passwords/
6:07 – Railz Raises $12 Million Toward API Development https://www.pymnts.com/news/investment-tracker/2021/railz-raises-12m-toward-api-development/
8:04 – Kabbage, FinTechs Under PPP Distribution Scrutinyhttps://www.pymnts.com/loans/2021/report-kabbage-fintechs-under-justice-department-scrutiny-for-ppp-loan-distribution/
DOJ reportedly investigating Kabbage, fintech lenders, over PPP loanshttps://www.bankingdive.com/news/doj-reportedly-investigating-kabbage-fintech-lenders-over-ppp-loans/599888/
11:37 – Collective, a back-office platform for the self-employed, raises $20M from Ashton Kutcher’s VChttps://techcrunch.com/2021/05/12/collective-a-back-office-for-the-self-employed-raises-20m-from-ashton-kutchers-vc/
14:37 – Announcing Collective $20M Series A to Support the Rise of Businesses-of-One — Collective Blog https://www.collective.com/blog/news/collective-20-million-series-a/ 15: 51 – Blake’s discussion on Collective with CAP listener, Michael Eckstein
20:45 – Banking App Lili Raises $55 Million To Help Freelancers Tackle Expenses, Access Credit
25:56 – Xero FY21 revenues rise 18% to £432m | Newshttps://www.accountancytoday.co.uk/2021/05/13/xero-fy21-revenues-spike-18/
26:03 – Xero scores subscriber surge despite slowed revenuehttps://www.accountantsdaily.com.au/business/15693-xero-scores-subscriber-surge-despite-slowed-revenue
Xero’s FY21 through the eyes of our customers and people | Xero Bloghttps://www.xero.com/blog/2021/05/fy21-through-their-eyes/
Xero’s full year 2021 financial results https://www.xero.com/blog/2021/05/full-year-2021-financial-results/
32:25 – Digital bank Relay raises $19.4 million to automate financial management for small business
37:55 – Sage's profits fall 30%, but accounting software boosts organic revenues | This is Money
39:50 – Introducing the Subscription Economy Income Statement
42:52 – WeWork CEO Says Least Engaged Employees Enjoy Working from Home
45:07 – Driving Engagement in a Remote Work World https://www.cfo.com/workplace-issues/2021/04/driving-engagement-in-a-remote-work-world/
46:53 – The hybrid workplace probably won’t last - The Boston Globe Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch ... | |||
| 17 Oct 2023 | Israel War Impact on Fintech | FTX & Trump Trial Updates | Iowa Blames Workday | 01:02:29 | |
There’s a lot to digest in this episode! Blake and David discuss Microsoft's $28.9 billion tax bill, and examine a tax-fraud scheme involving art donations. JPMorgan Chase CEO Jamie Dimon predicts that AI advancements will create a shorter workweek in the future. They also look at Xero’s newest features, including improved algorithms for recognizing new contacts and bank reconciliation statements, and talk about Grant Thornton's implementation of Git Assist, an AI tool for accessing internal knowledge resources. All this and so much more, right here, right now! Sponsors Chapters
Show Notes Pool of accounting graduates shrinks, AICPA report finds
Report: Iowa can pay the bills but lacks transparency in its accounting
New accounting system causes bill backlog at U of Washington
Grant Thornton launches internal generative AI tool https://www.accountancydaily.co/grant-thornton-launches-internal-generative-ai-tool
Art of Accounting: Leaving your job to start your own practice
Arthur Andersen's Winnetka home for sale https://www.chicagobusiness.com/residential-real-estate/arthur-andersens-winnetka-home-sale
The SBF Trial is Embarrassing For Crypto Industry
Returning to the office is costing you $51 per day, study finds https://finance.yahoo.com/news/returning-office-costing-51-per-172630839.html
Microsoft May Owe $28.9 Billion in Back Taxes to the IRS https://gizmodo.com/microsoft-may-owe-28-9-billion-in-back-taxes-to-the-ir-1850921247
IRS Says Tax Gap For 2021 Expected To Be $688 Billion
How Israel's tech community is responding to the Israel-Hamas war https://www.cnbc.com/2023/10/13/israels-tech-community-responds-to-israel-hamas-war.html
Iowa's annual financial report late again; agencies mum on why
Iowa auditor slams governor, state for delays threatening universities
UW’s Financial Accounting System https://www.washington.edu/opb/uws-financial-accounting-system/
WSU recognized externally for Workday expertise https://news.wsu.edu/news/2023/07/27/wsu-recognized-externally-for-workday-expertise/
Ohio State drops effort to update student information system
LMU announces Workday Forward; staff reflect on the “abysmal fiasco” of original Workday launch | |||
| 06 Apr 2020 | Coronavirus is Faster Than the Stimulus | 00:42:11 | |
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Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040.
Right now, when you visit us on Podchaser, and interact, Podchaser is donating 25 cents per review - and 25 cents every time we respond to a review - to the Meals on Wheels America COVID-19 Response Fund. Pay us a visit on | |||
| 25 Oct 2023 | QuickBooks Launches Bill Pay | NetSuite Adds AI | How Financial Fraud Will Fill CPA Pipeline | 01:01:21 | |
Blake and David discuss the factors that impact accountant salaries, including location, experience, and industry, and highlight the correlation between accounting salaries and overall economic conditions, noting that periods of economic growth can lead to higher salaries. They also take a look at the partnership between PwC and OpenAI and speculate on the potential impact of AI on accounting consulting and fraud detection. All this and more, right now! Sponsors Chapters
Show Notes Bill to compete with Intuit after partnership ends
BILL Introduces Integrated Financial Operations Platform for Small Businesses
Intuit Introduces QuickBooks Bill Pay, Expanding Money Platform to Deliver Business-to-Business Payments with AP Automation
Intuit Introduces QuickBooks Bill Pay https://thepaypers.com/online-mobile-banking/intuit-introduces-quickbooks-bill-pay--1265038
Is FTX the biggest audit disaster ever? https://www.accountingweb.co.uk/community/blogs/philip-fisher/is-ftx-the-biggest-audit-disaster-ever
The mystery of FTX's missing $9B is unraveled https://www.accountingtoday.com/articles/the-mystery-of-ftxs-missing-9b-is-unraveled-at-sbf-trial
Bill Unveils Accountant Console for Accountant Partners
Stick with high standards — and 150 hours
With annual reports in the hundreds of pages, who has time to run a business? https://www.cityam.com/with-annual-reports-in-the-hundreds-of-pages-who-has-time-to-run-a-business/
PwC partners with ChatGPT creator OpenAI
Avalara Expands Partnership with Oracle NetSuite to Deliver Integrated E-Invoicing Solution
New York AG accuses crypto firms of deceiving investors in $1 billion fraud https://www.cnn.com/2023/10/19/tech/crypto-firms-fraud-charges-new-york/index.html
CPA Standoff: Why haven't the other provincial bodies joined the ... https://www.canadian-accountant.com/content/profession/cpa-standoff-other-provincial-bodies
Accounting is facing a labor crisis. Could fraud be part of the solution? https://phys.org/news/2023-10-accounting-labor-crisis-fraud-solution.html
FTX Used Billions in Customer Funds to Buy Back Binance Stake
Accounting is facing a labor crisis. Could fraud be part of the solution? https://news.ufl.edu/2023/10/accounting-facing-labor-crisis/
Accountants battle software integration frustration
Oracle NetSuite Embeds Generative AI Throughout the Suite to Help Organizations Boost Productivity | |||
| 29 Oct 2021 | Using Data To Fuel Growth With NetSuite Founder Evan Goldberg | 00:29:34 | |
Our Guest Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the show notes for the link to get more info. Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 03 Mar 2021 | #Accountant Is Not What You Think It Is On TikTok | 01:02:25 | |
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind BooksTime: https://cloudaccountingpodcast.promo/bookstime Show Notes 02:30 – Blake’s take on craptastic TikTok tax advice https://www.cloudaccountingpodcast.com/213
03:08 - How the word 'accountant' became synonymous with sex workers, strippers, and OnlyFans creators on TikTok https://www.insider.com/what-is-a-tiktok-accountant-meaning-meme-2021-2
04:38 – Rocky Paterra – I’m an Accountant https://www.youtube.com/watch?v=yNLNHzjeSd8
09:58 - TransferWise Rebrands To Wise
10:25 - Receipt Bank is Now Dext https://www.accountingweb.com/technology/accounting-software-news/receipt-bank-is-now-dext
11:07 - Welcome to Dext - Dext https://dext.com/us/blog/welcome-to-dext
Dext Product FAQs – Dext https://help.receipt-bank.com/hc/en-us/articles/360017865657-Dext-Product-FAQs
14:47 - White House will give small firms two-week exclusive PPP access
16:07 - Fraud Checks and Errors Slow Small-Business Relief Loans
17:58 - Which States Are Taxing Forgiven PPP Loans? https://taxfoundation.org/state-tax-forgiven-ppp-loans/
20:42 - Federal Reserve Financial-Services Systems Disrupted for Hourhttps://www.wsj.com/articles/federal-reserve-reports-several-business-lines-disrupted-by-operational-error-11614194912
21:30 - Yellen sounds warning about 'extremely inefficient' bitcoin https://www.cnbc.com/2021/02/22/yellen-sounds-warning-about-extremely-inefficient-bitcoin.html
21:59 – CAP Crypto Update episode https://www.cloudaccountingpodcast.com/bonus214
23:33 - Bitcoin’s Value Is All in the Eye of the ‘Bithodler’ https://www.wsj.com/articles/bitcoins-value-is-all-in-the-eye-of-the-bithodler-11613826002
25:03 - Companies investing in crypto may be in for a rude accounting surprise https://www.accountingtoday.com/news/companies-investing-in-crypto-may-be-in-for-a-rude-accounting-surprise
27:53 - Intuit's Q2 revenue declines due to later tax season https://www.zdnet.com/article/intuits-q2-revenue-declines-due-to-later-tax-season/
28:21 - Square Doubles Down On Bitcoin; Posts Solid Q4https://www.pymnts.com/earnings/2021/square-doubles-down-on-bitcoin-generates-1-7-billion-in-crypto-revenue/
29:06 - More than half of Square’s revenue now comes from bitcoin tradinghttps://www.paymentssource.com/news/more-than-half-of-squares-revenue-now-comes-from-bitcoin-trading
33:03 - What’s new in QuickBooks Online – February 2021 https://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-february-2021/
35:26 - Help grow your small business with Venmo: Business profiles are officially available for all sellers
38:02 - Latest product news – March 2021 https://www.xero.com/blog/2021/03/latest-product-news-march-2021/
40:12 - New & Improved in FreshBooks: Accounts Payable Aging Report, Credits, and More https://www.freshbooks.com/blog/product-updates-february-2021
41:35 - ADP Launches 'Roll™ by ADP®' Mobile App, a Completely Reimagined Way for Small Businesses to Do Payroll
45:35 - Affirm Launching Buy Now, Pay Later Debit Card | |||
| 12 Dec 2019 | Value pricing panel becomes value pricing consultation 🎙 Live at QuickBooks Connect | 00:19:19 | |
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Connect with Lee, Mary, and Rhondalynn
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!
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| 21 Oct 2020 | Ernst & Young Auditors Under Scrutiny After String of Massive Frauds | 01:01:44 | |
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Show Notes
06:44 – String of Firms That Imploded Have Something in Common: Ernst & Young Audited Them 13:12 – New Zoom Enhancements to Help Customers Re-Enter the Office & Enable Hybrid Workforces 18:54 – From The Folks Who Brought You Boring Meetings: CEOs Want To Ditch Sterile Zoom Calls 31:25 – BofA adds three new APIs to CashPro treasury producthttps://www.finextra.com/pressarticle/84422/bofa-adds-three-new-apis-to-cashpro-treasury-product 33:46 – European fintech giant Revolut is close to applying for a bank charter in California, sources say 41:24 – Intuit QuickBooks achieves open banking milestone
55:01 – Voicemail!! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 26 Oct 2022 | Xerocon #3: Turning "You Have No Experience" Into A Thriving Firm | 00:29:19 | |
Meet Our Guest: Learn more about Nelopy Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.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! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 09 Jul 2024 | Death, Taxes, and AI | 01:07:52 | |
Today, Blake and David explore how artificial intelligence is reshaping accounting, discussing its potential to handle 70% of information-based tasks and impact workflows like data collection, reconciliation, and client services. They criticize the current theoretical approach to accounting education, advocating for more practical, hands-on learning experiences. They also dig into the ongoing 150-hour rule debate, examining recent state board initiatives for alternative CPA pathways and concerns about the accounting talent pipeline. Blake and David tackle the recent Evolve cybersecurity breach and its implications for fintech companies and move on to listener feedback and questions. Sponsors Chapters
Show Notes Millennials call it ‘quiet vacationing,’ but it’s really remote work gone wrong—and it’s CEOs’ worst nightmare https://fortune.com/2024/05/23/quiet-vacation-millennials-gen-z-harris-poll-remote-work
Death, Taxes, and AI: How Generative AI Will Change Accounting https://a16z.com/generative-ai-in-accounting/
Tech lag named top risk for accountants in 2024 Intuit QuickBooks survey https://quickbooks.intuit.com/r/news/accountant-tech-survey-results/
Finding Qualified Staff Is the Top Issue Facing Most CPA Firms In 2024
Help! A Partner Wants to Retire Early https://cpatrendlines.com/2024/04/24/help-a-partner-wants-to-retire-really-early/
Arkansas State Board of Public Accountancy – Proposed Rule Changes https://www.labor.arkansas.gov/licensing/state-board-of-public-accountancy/proposed-rule-changes/
California Board of Accountancy
California Board of Accountancy’s LinkedIn Post on CPA Next Survey
CPA Candidates Approved To Sit At 120 Hours Starting 1/1/2025
Evolve Hit With Fed Enforcement Action, But Why Did It Take This Long? https://substack.com/home/post/p-145886596
Cybersecurity Incident https://www.getevolved.com/about/news/cybersecurity-incident/
Yieldstreet says some of its customers were affected by the Evolve Bank data breach
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcas... | |||
| 10 Apr 2025 | Work Less, Earn More: Transforming Accounting into a Rewarding Career (from the Earmark Podcast) | 01:02:46 | |
Earmark Media Presents a bonus episode of Earmark Podcast: Join Blake Oliver as he interviews Yuri Kapilovich, a CPA who's cracked the code on balancing work and life in accounting. Discover how Yuri maintains a thriving practice while working just 10-15 hours per week outside tax season and a maximum of 40 hours during crunch time. Learn actionable strategies for setting the right fees, optimizing workflows, and prioritizing fun and family without sacrificing success. Yuri will share his insights on transforming accounting from a grueling profession into an enjoyable and rewarding career. This webinar will equip you with practical tools to revolutionize your work-life balance and rediscover the joy in accounting. Don’t miss this opportunity to make your career more fulfilling and efficient! (Originally recorded on December 4, 2024, on Earmark Webinars+) Meet Our Guest, Yuri Kapilovich Learn more about The Fun CPA Need CPE? Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com Get in Touch Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040. Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcripts The full transcript for this episode is available by clicking on the Transcript tab at the top of this page | |||
| 21 Sep 2021 | Intuit Dome Needs A ProAdvisor Pavilion | 00:51:23 | |
Sponsors Rewind: https://cloudaccountingpodcast.promo/rewind Show Notes 1:18 – Intuit Secures Clippers Arena Naming Rights for $500M https://frontofficesports.com/intuit-secures-clippers-arena-naming-rights-for-500m/
9:15 – Mailchimp employees are furious after the company's founders promised to never sell, withheld equity, and then sold it for $12 billion https://www.businessinsider.com/mailchimp-insiders-react-to-employees-getting-no-equity-2021-9
13:50 – Private equity firms take stakes in accounting firms https://www.accountingtoday.com/news/private-equity-firms-take-stakes-in-accounting-firms
19:46 – KPMG Australia fined $450K over training test cheating
23:32 – Why Does All Work Take So Long? https://cpatrendlines.com/2021/09/13/why-does-all-work-take-so-long/
27:30 – 'Love & Hip Hop: Atlanta' Star Gets 17 Years In Prison For PPP Loan Fraud Case
More PPP Fraud News: Texas wedding planner sentenced after misusing more than $1.5M in PPP loan money, feds say
29:01 – The Holmes Trial gets into the Excel Nitty-Gritty
31:55 – Xerocon New Orleans 2022: Laissez les bon temps rouler; let the good times roll...soon! https://www.xero.com/blog/2021/09/xerocon-new-orleans-2022/
33:06 – POS ResTech Firm Toast Eyes IPO up to $717M https://www.pymnts.com/news/ipo/2021/pos-restech-firm-toast-eyes-ipo-up-to-717m/
36:00 – Zoom Invests Additional $30 Million in Neat to Further Innovate the Modern Workspace https://blog.zoom.us/zoom-neat-investment-workspace-transformation/
37:40 – Chewy to Launch Marketplace for Vets in Expansion of Health Offerings
38:35 – SaaS data backup and recovery platform Rewind raises $65M https://venturebeat.com/2021/09/15/saas-data-backup-and-recovery-platform-rewind-raises-65m/
41:10 – ADP improves RUN payroll system, adds vaccine tracking https://www.accountingtoday.com/news/adp-improves-run-payroll-system-adds-vaccine-tracking
42:49 – Barely anyone is using Apple Pay in stores anymore https://www.techradar.com/news/barely-anyone-is-using-apple-pay-in-stores-anymore
44:26 – Square Offers Sellers and Consumers a New Checkout Experience with Cash App Pay https://squareup.com/us/en/press/cash-app-pay
45:29 – B2B Payments Platform Melio Raises $250M at $4B Valuation
46:35 – Listener Mail about mesh network issues – Thanks, Dan Luthi! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
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| 12 May 2021 | Bill.com Buys Divvy For $2.5 Billion | 01:01:07 | |
Sponsors Odoo: https://cloudaccountingpodcast.promo/odoo Relay Financial: https://cloudaccountingpodcast.promo/relay MarginDriver: https://cloudaccountingpodcast.promo/margindriver Show Notes 5:22 – SBA stops accepting new PPP applications from most lenders as general funds run out
Paycheck Protection Program Closes to Most Applicants - The New York Times https://www.nytimes.com/live/2021/05/04/business/stock-market-today
6:11 – SBA unveils initial Restaurant Revitalization Fund results
8:09 – IRS employees say ‘out of ink’ printers are delaying tax returns 9:48 – Biden plan would give IRS authority to regulate tax preparers https://www.accountingtoday.com/news/biden-plan-would-give-irs-authority-to-regulate-tax-preparers
13:03 – The Best Firms for Technology for 2021 https://www.accountingtoday.com/list/the-best-firms-for-technology-for-2021
19:25 – Knowledge workers' most dreaded tasks https://zapier.com/blog/most-dreaded-tasks
23:34 – Bill.com Adds Divvy to Back-Office Solutions https://www.cfo.com/applications/2021/05/bill-com-adds-divvy-to-back-office-solutions/
24:17 – Bill.com to Acquire Divvy, a Leader in Spend Management for SMBs
25:39 – David elaborates on the core value of Bill.com
29:13 – Divvy Joining forces with Bill.com https://getdivvy.com/blog/joining-forces-with-bill-com/
37:48 – Metric of the Month: T&E Expense Reimbursements - CFO
42:53 – Accountant view: Move from Intuit Online Payroll to QuickBooks Online Payroll
46:52 – Veryfi Raises $12 Million To Use AI to Tackle The Unstructured Data Entry Market 50:17 – Chime Stops Using Word 'Bank' After Pushback https://www.pymnts.com/legal/2021/chime-stops-using-word-bank-after-regulator-pushback/
53:12 – FloQast releases accounting coloring book ahead of Tax Day Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds Xero: A Comprehensive Guide for Accountants and Bookkeepers BKX Conference: https://bkx.com/tickets/ Accounting Podcast Network: https://accountingpodcastnetwork.com/ | |||
| 15 Sep 2020 | Employers Take Hard Pass on Trump Tax Deferral | 00:53:08 | |
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Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040
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Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Transcript ADP has your back with ADP Marketplace, a digital HR storefront. Be a more trusted advisor to your clients by recommending apps to help streamline HR processes and free up time to focus on people. Stay tuned to hear more from our sponsor, ADP Marketplace, later in the episode.
David Leary: [00:00:20] It's basically, President Trump's gonna get his next paycheck because he works for the federal government. There won't be Social Security ta... | |||
| 23 Dec 2022 | QuickBooks? They Were On QuickBooks? | 01:03:34 | |
Sponsors Zoho - https://cloudaccountingpodcast.promo/zoho Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 14:24 – Accountant that vetted Binance's reserves halts all crypto work | Accounting Today
15:00 – Auditor Mazars Pauses All Work For Binance, Other Crypto Clients https://www.investopedia.com/mazars-suspends-crypto-clients-6931106
Binance says the accounting firm it used to verify its reserves has paused all work for crypto clients
Binance Shows 'Proof' It Has All Your Bitcoin — Critics Aren't Sold – Blockworks https://blockworks.co/news/binance-shows-proof-it-has-all-your-bitcoin-critics-arent-sold
Twitter: What’s going on with Binance? https://twitter.com/grdecter/status/1603786519445135360?s=12&t=sLzsirYQevPrZ7y6qVSYBw
21:30 – Tether has increasingly been lending its own coins, adding risks to the stablecoin that is an important cog in the crypto system https://www.wsj.com/articles/rising-tether-loans-add-risk-to-stablecoin-crypto-world-11669875590
36:39 – Intuit announces enhancements to tax products https://www.accountingtoday.com/news/intuit-tax-advisor-boosted-with-bevy-of-new-features
40:50 – Wayne Chang on LinkedIn: What an *incredible* last 5 years!
42:53 – Xero establishes a technology base in India | Xero Blog https://www.xero.com/blog/2022/11/xero-establishes-technology-base-in-india/
45:27 – U.S. banks including JPMorgan Chase are creating a plan to refund victims of scams on the Zelle payment network
45:55 – Build connections in Microsoft Teams with Games for Work, a new Microsoft Teams app| Microsoft 365 Blog
50:53 – Voicemail from Kate Johnson, re: education – Thank you!
54:56 – Crypto.com proof of reserve agreed upon procedures https://mail.google.com/mail/u/0/#inbox/FMfcgzGrbRZxbsrFFpflZqfdGLCtwTTl
56:20 – Luke Templin purchased FinDaily.io from Jason Staats Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessities TeePublic Store: http://cloudacctpod.link/merch Subscribe
Classifieds RightTool for QuickBooks Online - https://righttool.app Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com | |||
| 01 Sep 2022 | Student Loan Forgiveness Versus PPP Forgiveness | 01:12:09 | |
Sponsors Relay: https://cloudaccountingpodcast.promo/relay Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.com Show Notes 1:58 – Xero announces new initiatives, partnerships at Xerocon user conference
Xero Small Business Insights expands to the United States and Canada, providing timely updates on state of small business https://www.xero.com/blog/2022/08/xsbi-expands-to-us-and-canada/
Product wrap from Xerocon New Orleans 2022 | Xero Blog https://www.xero.com/blog/2022/08/xerocon-new-orleans-product-wrap/
Avalara partners with Xero to make automated sales tax solution | Accounting Today https://www.accountingtoday.com/news/avalara-partners-with-xero-to-make-automated-sales-tax-solution
That’s a wrap for Xerocon New Orleans 2022 https://www.xero.com/blog/2022/08/xerocon-new-orleans-wrap/
21:31 – Biden to forgive $10K in student debt, double for Pell grant recipients | Accounting Today
Biden to cancel up to $10K in student loan debt for borrowers making under $125K : NPR https://www.npr.org/2022/08/24/1118879917/student-loan-forgiveness-biden
24:08 – White House shines light on Republicans who are criticizing student debt cancellation after getting their PPP loans forgiven
What the student debt forgiveness plan would mean for taxpayers and the U.S. economy | Accounting Today
34:12 – Secret Service returns $286 million in fraudulent pandemic loans to the Small Business Administration
36:22 – Cross River Bank’s PPP Lending Practices Raise Questions https://www.pymnts.com/loans/2022/cross-river-banks-ppp-lending-practices-raise-questions/
37:11 – The IRS could be on the verge of changing the way Americans file their taxes | The Hill
40:53 – Ex-BDO IT Audit Manager Raissa Kengne Charged in Deadly Atlanta Shooting (UPDATE) - Going Concern https://www.goingconcern.com/atlanta-shooting-suspect-bdo-usa/
Former BDO audit manager shot and killed ex-boss | Accounting Today https://www.accountingtoday.com/news/former-bdo-audit-manager-shot-and-killed-ex-boss
r/Accounting - Ex-BDO Auditor Kills One, Injures Two in Atlanta
Ex-BDO IT Audit Manager Raissa Kengne Charged in Deadly Atlanta Shooting (UPDATE) https://www.goingconcern.com/atlanta-shooting-suspect-bdo-usa/
43:06 – Atlanta Shooting Suspect Gave Cybersecurity Talk About ‘Fraud in Accounting,’ Accused Victims of Committing Accounting Fraud on LinkedIn
46:12 – IRS will wipe away $1.2B in late fees from pandemic | Accounting Today https://www.accountingtoday.com/articles/irs-will-wipe-away-1-2b-in-late-fees-from-pandemic
IRS relieves penalties for 2019 and 2020 https://www.journalofaccountancy.com/news/2022/aug/irs-relieves-penalties-for-2019-2020.html
47:23 – KPMG to relocate NYC HQ as it downsizes office space | Accounting Today https://www.accountingtoday.com/news/kpmg-to-relocate-nyc-hq-as-it-downsizes-office-space
48:39 – Voicemail from Tyler Otto – Thank you!
(1) davidleary on Twitter: "YES, YOU NEED TO FIND A NEW #Accountant!!! Craziest shit I've seen about #QuickBooks Desktop I've seen in a decade! https://t.co/cqxDUL3jRf" https://twitter.com/davidleary/status/1562093434801819650
53:30 – ▪David Leary▪ on LinkedIn: #Accountant #QuickBooks | 95 comments | |||
| 13 Dec 2019 | The Coaches 🎙 Live at QuickBooks Connect | 00:22:07 | |
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Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!
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