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The Accounting Podcast

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Jan 15, 2020 • 59min

It's tax season! (and the best time to steal your competitors' clients)

SponsorsQuickFee: https://cloudaccountingpodcast.promo/quickfeeAccountingSuite: https://cloudaccountingpodcast.promo/asuiteOnPay: http://cloudaccountingpodcast.promo/onpayShow Notes05:31 – Fresh back from the Sage Accountants Advisory Council, in Dallas, Blake is basking in brisket afterglow and ready to talk cloud accounting!06:21 – David takes a field trip to a real accounting firm! 07:53 – It’s tax season! Yay … | Accounting Today08:41 – Are IRS audits becoming an endangered activity? | CNBC 11:51 – When the IRS fails to collect from cheaters, it costs everyone else up to $3K | Accounting Today 15:25 – Wanna get new biz for your firm? Start during tax season! | CPA Trendlines17:08 – IRS calls open season on tax-prep competition, and gives the Free File program a makeover | ProPublica 19:43 – Straight from the source - Free File: File Your Taxes Online for Free | IRS23:16 – According to a recent survey, accountants are upping their tech game and their advising skills! | AccountingWEB29:56 – Hello Pot, this is Kettle – Is Amazon feeling too much heat from Honey? | PYMNTS31:28 – California – Land of Confusion – When it comes to the new privacy law | Fox and Hounds Daily  35:42 – Way to keep that private info safe, Facebook! | Bloomberg 37:35 – No time like the present – the California Board of Accountancy switches to email distribution of its newsletter, just in time to let everyone know they raised their fees | CBA39:30 – New Year's Bug Takes NYC Parking Meters Offline | PYMNTS41:53 – Virtually screwed –Thomson Reuters’ Virtual Office goes down for the count … But at least they’re providing status updates!  | Thomson Reuters 47:49 – What’s your favorite way of dealing with client 1099s? | CPA Trendlines49:51 – “Hey, you! Get off of my screen!” Chase just says no to screen-scrapers | Bank Innovation 51:51 – Do banking consumers really want to know who owns their bank data? | CNBC 54:43 – What is open banking, anyway? | American Banker Get in TouchThanks 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 SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  ClassifiedsFutureFirm.co: https://futurefirm.co/cloudaccounting/ Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd
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Jan 12, 2020 • 56min

The best and worst 2020 predictions (and some of our own)

SponsorsJirav: www.jirav.comHi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. “Jirav” sounds a lot like “giraffe” — and that’s no accident. Giraffes are the tallest animal in the world. That gives them a great view. Our goal at Jirav is to give you a similarly great view of what’s going on with your business.We do that by helping you understand where your business has been, and most importantly, predict where it’s going. Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans and budgets in real-time. If you’re using Excel for reporting and forecasting, you’ll save hours every month with Jirav.Learn how accounting firms are using Jirav to deliver connected insight, strategize growth, and help their clients make more profitable decisions. Visit jirav.com and start your 30 day free trial. That’s J-I-R-A-V dot com. See farther with Jirav.Show Notes00:38 – Looking back - how many 2019 predictions came true? 03:17 – Blake's first prediction for 2020 comes true less than a minute later ... Well, sort of ... 03:38 – Culling All Accounting Conferences – less definitely may start to be more! | Accounting Today05:33 – Is there any value in free? 09:01 – Duh ... Overstating the obvious isn't really making a prediction | E2709:31 – Dynamic pricing is just not a thing, at least not for the smaller players11:09 – Hmm - is "used" the new "new"? 11:28 – What's going to have the biggest short-term impact on accounting? One hint: it's not humans | Journal of Accountancy13:25 – Blockchain in 2020 - boom or bust? | Enterprise Times 14:50 – Armanino releases blockchain-powered app for instant attestation | Accounting Today16:49 – Government still says no to crypto | Real Daily19:58 – Everybody’s losing their minds over 5G! But, why? | The Verge21:14 – Blake takes issue with 2020 being the breakout year for 5G – lack of speed isn’t the problem; lack of use is 23:25 – 2020 just might be the year of foldy, rolly, hidey devices ... Maybe25:12 – 2020 sees the hiring of non-accounting grads at CPA firms continue | Journal of Accountancy26:25 – Blake says it's going to take a good decade to create and implement the changes needed in the CPA exam and curriculum 27:49 – Want to stay relevant, and innovate? Pull your head out of last year! | LinkedIn29:33 – Millennials might be so 2019, but they still have some decent asks when it comes to employment | Boomer.com 31:31 – Open banking in the US? Maybe in 2030 ... | Accountancy Today33:19 – What's the most important issue facing the accounting industry? Here are at least 100 | Accounting Today35:30 – Things are different all over -  2020 Accounting Changes from Down Under | Accountants Daily 37:42 – Automation - great for those with actual skills; not great for the not-so-great ... 37:55 – What do accounting regulators actually DO? | CFO Dive40:17 – For your reading pleasure - 120 AI Predictions For 2020 | Forbes42:17 – Speaking of Voice AI – 46 industry pros share their 2020 Voice AI predictions | Voicebot.ai45:01 – VR will continue to make people nauseous in 2020 45:08 – Four (just four?) Creepy Applications That Will Change Your Business In 2020 | Inc.com47:36 – Is Netflix going to be your next bank? | Banking Innovation49:24 – The moment we've all be waiting for - David and Blake offer up their 2020 predictions! 🎉49:30 – Nobody's staying in their lane! David says watch out for blurred, crossed, and muddied lines more than ever. 50:59 – According to Blake, 2020 is the year that one of the GL players - think QuickBooks, Xero, et cetera - becomes a bank. 52:28 – David's no-brainer prediction - Xero and Sage will have to launch their own version of Live product to compete with QuickBooks Live. Mark his word! (For the record, Blake disagrees) 54:24 – Podunk is not the proper nomenclature, David ... 😁Get in TouchThanks 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 SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlay...
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Jan 6, 2020 • 51min

How California's new privacy and contractor laws could affect you

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 Notes01:48 – When it comes to staying organized, there’s only OneNote for Blake04:24 – This one time, at Pod Camp ... David’s reminiscing about the early days of podcasting06:00 – Laws, laws, everywhere – We talk about what’s new for 2020 in California - Assembly Bill 5, and the California Consumer Privacy Act10:31 – Who's gonna drive you home? Uber argues that they’re not “really” a ride service13:34 – Time to get your CPA? Certain recognized professions, such as accounting, may be exempt from the AB 5 requirements14:23 – A refresher on European data protection laws | European Commission 16:48 – The devil’s in the data – just how much data will businesses be required to provide to consumers? | NYT Bits Newsletter21:11 – Multifactor authentication, anyone? Moss Adams is the latest to report a data breach | Accounting Today25:27 – Receipt Bank rakes in $73M in new funding with an eye towards tackling the US market | Enterprise Times27:58 – Show me your AI … Google’s latest AI innovation targets breast cancer detection | WSJ 32:15 – Face value – H&R Block targets our need for personal interaction with its new software offering | Accounting Today34:01 – Top tips for 10-year Customers here | SaaStr34:33 – Apparently, accounting clients do not have commitment issues! | Accounting Today37:06 – There’s gotta be better way than a 100-percent interest rate on small-biz loan! biz | PYMNTS 39:02 – They’re going the distance – the IRS updates 2020 mileage rate |Small Business Trends39:13 – Perhaps the FASB fears change? WSJ40:31 – In the meantime, however, this is what FASB’s working on for 2020 | WSJ 43:21 – Big Four, Big Tech, Big To-Do About Nothing? | Bloomberg Tax 46:46 – Stats abound 50:20 – Stayed tuned! Predictions are coming! Really! Before the end of the year! We promise! Get in TouchThanks 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 SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  
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Jan 2, 2020 • 45min

Reflecting on a Decade of Cloud Accounting

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 Notes00:54 – Smart and Smarter? A look back at smartphones over the years | Reuters01:03 – Tech years = dog years – we look at some of the massive changes that have taken place over the last decade | WSJ06:05 – Seven tech and marketing predictions that fizzled out over the past 10 years | Econsultancy13:29 – Small online businesses are still scrambling in the wake of Wayfair | WSJ17:59 – Scott Greenberg’s decade review of federal tax policy in tweets | Twitter18:49 – In case you missed it, here are some Accounting Standards Updates issued by FASB back in December 2019 | FASB19:03 – Three Considerations for Cloud Computing Accounting Rules | CFO21:00 – Who ya gonna call? QuickBooks Live Bookkeepers, hopefully … | YouTube23:06 – QuickBooks Live is making an impression, or 734 million-plus impressions, according to AdAge | AdAge 25:57 – A “glitch” caused a delay in Federal Reserve direct deposits | CNBC29:10 – It’s actually “Athleta …” 29:20 – Want to work in retail? You might want to brush up on your app skills! | NYT36:20 – How invested are firms in tech? | Accountancy Age via Ryan Lazanis' weekly newsletter, Future Firm Top 5 38:38 – The marketing and high-growth connection for accounting firms | Bill.com 43:56 – Got some holiday cash burning a hole in your pocket? Check out our snazzy merch store!  Get in TouchThanks 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 SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast 
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Dec 22, 2019 • 37min

Should you buy Bill.com stock?

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 Notes01:59 – What’s in a name? Ask Richard Kopelman, CEO of Aprio | Aprio04:07 – The U.S. can’t seem to tear itself away from using paper checks, but Australia can! | Eureka Report04:57 – Another review! Thank you, Karen Bertrand! 06:05 – Bill.com’s best share price, according to Jim Cramer | CNBC07:03 – Is there an acquisition in Bill.com’s future? Some traders think so | Quartz Actual article title: “Why Bill.com’s stock is soaring, while other IPOs sink”09:27 – Are there any reasons to avoid buying up Bill.com shares? | Forbes11:16 – California’s credit score could be crumbling | The Sacramento Bee13:25 – Summit Hosting acquires iNSYNQ’s assets in the wake of this year’s ransomware attack | MSSP Alert 15:45 – Liberty Tax’s parent pays a pretty penny to settle with the Justice Department, and IRS | Accounting Today 17:57 – An unethical culture breeds unethical behavior – check out our discussion with Kelly Richmond Pope in Episode 139 for a refresher! 18:26 – QuickBooks launches Starling Bank integration for SMEs | AltFi 18:53 – Who really owns your data? The PNC v. Venmo battle raises that question | CNBC And more insight on the war between banks and fintechs | WSJ20:25 – Communication really is key – Withum CEO sends motivation via email | Accounting Today 21:40 – Time to weight in! Go take Intuit’s rate survey now! | Firm of the Future23:31 – Can you get any satisfaction from CAS? | Accounting Today 25:38 – PaySauce/Xero collaboration – Great for New Zealand;  So-so for U.S. | Reseller News26:12 – Farming industry as a niche for U.S. accountants? Probably not the most lucrative row to hoe | USDA27:13 – You better check your breaches, especially if you or your clients use Zynga! | Firefox Monitor27:52 – More insight on data breaches here | Forbes  29:07 – And suddenly, there came a ringing … Is your Ring Doorbell account letting everyone in? 30:00 – Keep it on the downlow! Some companies don’t feel the need to disclose their boo-boos | WSJ36:03 – We predict happier news is coming your way, next episode! Get in TouchThanks 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/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  
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Dec 16, 2019 • 50min

CPA licensure evolves at an evolutionary pace

SponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay 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 Notes01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!| AICPA06:14 – With more specialization, CPAs will now be more useful to employers!09:04 – Although the AICPA says there’s been a boost in diversity, it’s still falling a bit flat | AICPA11:26 – QuickBooks Live adds a standalone set-up service feature | Firm of the Future12:38 – Hook, line, and Amazon … Check out our Amazon discussion in Episode 13816:28 – Another review! Thank you! 📝😊17:38 – The best technologies for CPAs - if you’re still living in the year 2000 | Journal of Accountancy21:12 – Show me the money … Someday? Please? California can’t account for its cash | Forbes26:46 – Oracle may have missed the earnings mark, but the cloud gives them a silver lining | CFO28:17 – Bill.com’s IPO is winning! | CFO29:59 – The fintech v. bank wars continue – with a lopsided proposed data-sharing agreement | Bank Innovation32:53 – JPMorgan Chase partners with Yodlee to offer customers more control of their data | Business Wire34:41 – If banks don’t step up their game, the likes of Intuit and Xero will find their own solution | AccountingWEB UK36:10 – Eight to 14 percent of Americans own crypto – meaning the time for crypto-tax solutions is now! | CPA Practice Advisor41:20 – A one-stop shop for all your payroll and HR needs? QuickBooks Online Payroll rolls out Elite Payroll, a full-stack offering | Accountex Report 41:46 – Find your way around tax forms quicker with Xero’s Map Accounts to Tax Lines feature | Xero42:38 – Intuit’s Pro Series rolls out some new and maybe not-so-new features | AccountingWEB43:44 – This point-of-sale really ties the room together and helps cannabis distributors be more zen | Yahoo! Finance 44:01 – More on the conundrums of cannabis in Cali in Episode 11345:55 – It may be the season of giving, but to whom, and how much does one tip? Get in TouchThanks 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 necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  
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Dec 13, 2019 • 22min

The Coaches 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! 01:41 – The number-one concern for accountants and bookkeepers - the art of pricing02:44 – Heather provides a different perspective on the definition of value pricing03:52 – Michelle encounters many accountants who want to double revenue without working on their mindset first04:23 – Michael shares two key factors to getting value pricing right - self-worth and education06:23 – Heather says it's about overcoming the mental blocks first, and then focusing on the growth07:31 – A hard pill to swallow - learning to see your own, or your firm's own value08:58 – Setting your prices too low will ensure that you never get the time to provide true value09:30 – Michelle  says it's often the oldest 'legacy' clients that take up the majority of your time, with little to no profit 11:04 – If you don't choose to deliver value, your competitor will12:14 – In addition to seeing your own value, Heather says it's about freeing up the capacity  and time13:43 – With so many tasks moving to automation, Blake sees capacity in terms of relationships, and the time it takes to maintain those15:29 – Heather runs down a short list of things to micromanage when you want to build your value capacity17:20 – When you're an 'accountingpreneur,' as Michelle names it, there's nobody there holding your hand. It's up to you to learn these skills and tactics and get things done18:45 – If you're perfectly fine with being comfortably numb, you'll never be able to challenge the status quo20:04 – Short-term sacrifices lead to long-term payoffs20:53 -- Find the one thing you can focus on right now, and just do it. Simple, right? Connect with Michael, Michelle, and HeatherMichael Palmer, Ceo of Pure Bookkeeping North America  Twitter: https://twitter.com/1michaelpalmerLinkedIn: https://www.linkedin.com/in/coachpalmer/?originalSubdomain=ca Website: https://purebookkeeping.com/us/Michelle Weinstein, Consultant and Founder of The Pitch Queen Twitter: https://twitter.com/thepitchqueenLinkedIn: https://www.linkedin.com/in/michelleweinstein/Website: https://www.thepitchqueen.com/Heather Townsend, Founder of Accountants Millionaire Club Twitter: https://twitter.com/HeatherTownsLinkedIn: https://www.linkedin.com/in/heathertownsend/Website: http://www.accountantsmillionaire.clubGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!  Meet Blake and David in person! We're currently all out of dates for 2019 📆 Want to book us for your event? Check out our prospectus, or get in touch for more info! 🧾👀Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnell:https://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1
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Dec 13, 2019 • 20min

The Legends 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes01:25 – Meet the legends!  02:54 – Our guests share their biggest takeaways from QuickBooks Connect 201903:04 – For Michelle, it's AAA - apps, automation, and AI03:28 – For Laura, it's the evolution of advisory03:47 – Clayton's takeaways included latest iterations of cloud evolution and getting ready for new opportunities04:54 – Clayton sheds some light on what he's doing now06:04 – Laura's got her head and her firm in the cloud!06:59 – Michelle's recent focus revolves around app selection and integration along with consulting and training09:05 – What's changed since the very first QuickBooks Connect? 09:49 – Michelle's seen a huge improvement in networking over the years10:18 – Just because you hit legend status doesn't mean you stop learning new things!10:30 – Laura see a shift to development now that the majority have found their way to the cloud11:16 – Clayton thinks people are moving away from "appstraction" and moving towards action12:41 – After all the hype of cloud fades, you can now focus on the actual productivity 14:44 – More talk of what's to come for these three Connect with Michelle, Clayton, and LauraLaura Redmond, CEO and Founder of Redmond Accounting IncTwitter: https://twitter.com/Redmond_LauraLinkedIn: https://www.linkedin.com/in/lauraredmond/Website: https://redmondaccounting.com/Clayton Oates, Founder of QA Business Pty LtdTwitter: https://twitter.com/Clayton_OatesLinkedIn: https://www.linkedin.com/in/claytonoates/?originalSubdomain=auWebsite: http://claytonoates.com/Michelle Long, Owner of Long for Sucess, LLC Twitter: https://twitter.com/MichelleLongCPALinkedIn: https://www.linkedin.com/in/michellelongcpa/ Website: https://longforsuccess.com/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!  Meet Blake and David in person! Stay tuned!  Want to book us for your event? Check out the prospectus or get in touch for more details!    Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnellhttps://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1
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Dec 12, 2019 • 19min

Value pricing panel becomes value pricing consultation 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes02:05 – Meet Lee and Mary from Breakwater Accounting and Advisory!02:48 – Meet Rhondalynn, author of "Pricing Value" 03:50 – Rhondalynn speaks to some of the challenges when it comes to adopting a value-pricing model05:19 – How can you do value pricing if you never talk about value? 06:21 – Breakwater's challenge in moving to value pricing - really understanding the true value of the services they provide08:31 – Another challenge for Breakwater has been the pricing itself, and how to determine their value on a per-client basis09:29 – People only pay for what they value 10:22 – What does it cost a client - personally, financially, or strategically - to not have a solution to their problem? 11:54 – It doesn't take a lot of time to figure out when clients are solely focused on cost, and not value12:52 – Peace of mind is one of the most difficult values to put a price on14:18 – A large majority of small businesses suffer cash-flow and working-capital pain. Focus on finding ways to solve for that pain, and showing them what they could be saving 15:32 – Rhondalynn gives a practical example of adding value and solving a client's pain point17:20 – The value-pricing conversation is very different than the conversations clients typically have with accountants18:14 – Adopting value pricing means moving clients  towards accountability and action - creating a valuable partnership  Connect with Lee, Mary, and RhondalynnLee Leonard Podolsky, President & Founder of Breakwater Accounting + AdvisoryLinkedIn: https://www.linkedin.com/in/lee-leonard-podolsky-b7958a90/Twitter: https://twitter.com/lee_podolsky Website: https://www.breakwatercorp.com/Rhondalynn Korolak, Managing Director, Imagineering NowLinkedIn: https://www.linkedin.com/in/imagineering/Twitter: https://twitter.com/rhondalynnWebsite: https://imagineeringnow.com/Mary Hambleton, Director of Operations, Breakwater Accounting + AdvisoryLinkedIn: https://www.linkedin.com/in/mary-hambleton-09a68918/Twitter:  https://twitter.com/MEHamb Website: https://www.breakwatercorp.com/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!  Meet Blake and David in person! Sadly, we do not have any 2020 travel plans as of yet.       Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnellhttps://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1
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Dec 12, 2019 • 29min

Next Level Women Leaders 🎙 Live at QuickBooks Connect

SponsorsIntuit QuickBooks https://cloudaccountingpodcast.promo/quickbooksShow Notes00:57 – Meet the women behind Next Level Women Leaders - Stacy, Nancy, and Laura!01:49 – Next Level Women Leaders focuses on helping women align who they are inside with how they appear on the outside03:09 – Women tend to absorb the stories we're told growing up, along with the cultural expectations when creating their own stories04:40 – In the accounting world, women have the dual challenges of finding their own value, as a woman, and as an accounting professional06:23 – How do we fix the imbalances? 06:56 – Establishing personal values is the foundation for creating the most fulfilling path in career and life07:45 – Momentum happens wherever you're at08:31 – We all, men and women, need to get back some of the hope we had before we grew up09:28 – Go here to hear what else Jina has to say about diversity 12:30 – It was actually Episode 124 – Our discussion on women CEOs and women-led companies 13:15 – These Next Level women define success 14:59 – So many people compromise their own values so they can fall in line, instead of carving out their own space16:39 – As more women find their power, and voices, the better off we all are18:14 -- We get the elevator version of a Next Level Women Leaders two-day workshop21:41 – E&Y has yet to get on board with allowing women to define their own style | HuffPost22:48 – The Next Level founders took their belief in each other and the impact it made on them, as individuals, and combined forces to start sharing that powerful force with other women23:58 – Don't toy with me - we talk about the, still, lack of diversity in the world of toys Connect with Nancy, Stacy, and LauraNancy Buffington, Owner, Nancy Buffington, LLCLinkedIn: https://www.linkedin.com/in/nbuffington/Website: https://www.nancybuffington.net/Stacy Ennis, CEO & Founder of Creatively, LLCLinkedIn: https://www.linkedin.com/in/stacylynn/Twitter: https://twitter.com/StacyEnnisWebsite: https://stacyennis.com/Laura Tully, Wardrobe Styles and Owner, Laura Tully, LLCLinkedIn: https://www.linkedin.com/in/laura-tully-b183a3109/Website: https://www.lauratully.co/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram!  Meet Blake and David in person! Sadly, we do not have any 2020 travel plans as of yet.    Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast  Episode Art Photo Credit: Will Farnellhttps://twitter.com/willfarnellhttps://twitter.com/willfarnell/status/1191506218424176640/photo/1

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