The Accounting Podcast

Do bookkeepers have more to offer?

Aug 30, 2019

43:40

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Sign up for Inclusion Without Assimilation, an event for for finance, accounting, and fintech, in Boston, on Friday, September 6 from 9 AM to 11:30 AM EDT at the WeWork at 501 Boylston Street.

Show Notes

00:22 – Can you charge premium fees if you call yourself a bookkeeper?
01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019?
02:56 – Meghan shares the inspiration behind the Inclusion Without Assimilation - Encouraging Diversity and Inclusion within the Accounting, Finance and Fintech world event, featuring some of The Cloud Accounting Podcast’s former guests – Jina Etienne, and Nayo Carter-Gray
07:57 – The reviews are in! David and Blake run down some more reviews of the show from iTunes and Podchaser
10:37 – Intuit’s ecosystem, and revenue continue to grow, according to their latest earnings report | Intuit
13:20 – Well, they do say imitation is the sincerest form of flattery .. QuickBooks’ latest addition, employee benefits options, looks a lot like Gusto’s product offering | Intuit QuickBooks
15:07 – The Xero-OnPay partnership - in search of a bountiful harvest from the ag industry | Xero Blog
15:32 – In light of Expensify’s recent CPE-credit offering, Blake explains why this might be a no-brainer when it comes to increasing engagement | Business Wire
18:07 – Cash – more than $6 billion of it - is still king in some of Uber’s global locations | MarketWatch
21:31 – Strategic move or smokescreen? UPS eliminates 60+ accounting jobs in Texas | The Dallas Morning News
24:13 – Tax preparers who don’t raise their rates are leaving a load of money on the table | Accounting Today
26:15 -- Meghan talks about changing the scope of services along with raising rates, and why bookkeepers are typically the first to try out new strategies, like perpetual accounting | CPA Practice Advisor
27:55 – 34.3 billion reasons the IRS needs a bigger budget | Indiana University
29:07 -- Why Matt Paff (another former CAP guest) is showing MYOB the door | LinkedIn
30:53 – In the aftermath of last week’s WeWork discussion, a listener, Amy Walker, CPA, shared how she’s witnessed coworking spaces, like WeWork, evolve into more of an enterprise solution
32:55 – A Work-from-Anywhere strategy benefits both companies and their employees | Harvard Business Review
34:43 – Can help desk software help accounting firms help their customers? | Future Firm
37:19 If you’re not into more software, Blake, David, and Meghan share some other strategies for tackling customer service
39:00 – Bookkeepers, who’s really your client? Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEB

Connect with Meghan Blair-Valero

Twitter: https://twitter.com/FoggedInbooks
LinkedIn: https://www.linkedin.com/in/meghan-blair-valero-6825b11b/

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.

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