SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes03:38 – Angelo defines 'family office' 04:19 – Definitely not small potatoes!  'Single' family offices are usually owned by those with wealth ranging from tens to hundreds of millions of dollars06:21 – The ultra-high-net-worth crowd use a family office as a way to manage wealth, and mitigate financial risks07:16 – An effective virtual family office utilizes outsourcing and the newest and most efficient technologies to seamlessly manage the family or individual's funds08:51 – How do you measure success of a family office?  Clarify, communicate,  compare, and get two or three sets of eyeballs to check the work12:26 – How exactly does one enter into the family-office arena as a career choice? Is it even possible? 13:52 – Breaking into the family office segment means getting to know the target (ultra-wealthy) audience, gaining some experience, and proving your worth14:38 – At some point, the old dogs are going to have to learn some new tricks15:36 – You really can't outsource creativity and leadership in the family office16:50 – Apart from technology and automation, you need the soft skills - collaboration, globalization, and listening 17:22 – Angelo discusses some of the challenges of working for a family office18:31 – Angelo talks about what inspired him to enter into the family office arena20:29 – Check out Angelo’s book, “Effective Family Office: Best Practices and Beyond,” on Amazon!  He’s also got a podcast! You can find Effective Family Office Podcast on iTunes, for Apple users, or Stitcher, for the Android crowd! Connect with AngeloAngelo Robles, CEO, Family Office AssociationWebsite: https://familyofficeassociation.com/LinkedIn: https://www.linkedin.com/in/angelorobles/Twitter: https://twitter.com/familyoffice Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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 in person! December 9-11: Digital CPA Conference in Seattle      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

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 Notes00:32 – See Brad. Be like Brad. When in doubt, buy TWO Cloud Accounting Podcast shirts!  01:52 – Same ol' sitch ... The new slew of tech banks don't seem to offer anything different than normal banks02:36 – Who doesn’t need more flair? Chris Macksey shows you how to add some to your QBO Chart of Accounts! 03:21 – 😎 We've got reviews!  05:17 – Thanks to @sovereign_cloud, and his tweet about Episode 82, we made the CPA Alberta Mag!06:30 – FreshBooks hit the international scene, opening offices in Amsterdam and Raleigh, NC | Accounting Today and CPA Practice Advisor06:51 – Coming to (useless) terms – the MyPayrollHR fiasco continues as Pioneer Bank and  Michael Mann agree to settlement | Times Union 07:33 – Former Intuit man, Rich Preece, finds a new home at LegalZoom | Business Wire 08:21 – Fintech Unicorn Bill.com Files For $100M IPO | Crunchbase09:20 – Some interesting factoids from Bill.com’s S-1 | SEC10:56 – What’s the hold up with Big Tech companies becoming banks? | Fortune 13:02 – Sage Full Year 2019 – The numbers are in! | Sage15:57 – Intuit numbers are in, too! | Intuit 19:31 – Soup to nuts, Bench partners with Taxfyle to offer a broader range of services to the smaller business set | Bench22:26 – BlueVine raises $102.5M more for banking services that target small businesses | TechCrunch25:18 – LeaseQuery’s Series-A round rakes in $40M | AMERICANINNO26:19 – It pays to shop around? PayPal’s biggest acquisition to date -  Online Coupon Site Honey – carries a $4 billion price tag | Bloomberg Quint28:45 – Tipalti Partners With AR Automation Firm YayPay | PYMNTS.com 30:37 – How APIs Drive Payroll-Accounting Connectivity | PYMNTS.com 33:42 – More troubles for Canopy Tax 37:57 – Wolters Kluwer Launches Client Collaboration Module | CPA Practice Advisor38:17 – Marketing genius or epic fail? Scaling New Heights 2019 “Strategic Pivot” | Woodard.com43:33 – Is Intuit really stealing work from bookkeepers? Almost 300 thought so … | AVAAZ.org47:00 – Can California fix what ails it? | Accounting Today48:43 – Food-delivery services, like DoorDash and Uber Eats, fail to collect taxes |  VOX Recode51:09 – Recent survey reveals the biggest tech challenges facing CPA firms at the moment | CPA Trendlines 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 in person! December 9-11: Digital CPA Conference in SeattleLimited edition shirts, stickers, and other necessitiesTeePublic 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

SponsorsBill.com https://cloudaccountingpodcast.promo/billTeampay https://cloudaccountingpodcast.promo/teampayShow Notes01:07 – Meet our guests! 01:48 – Aaron talks about what's on the horizon for Sage, including the launch of Intelligent GL | Sage 02:32 – Intelligent GL uses AI to provide continuous trust, and continuous insights that help customers make better business decisions03:13 – Blasphemy!  How dare you try to take away our close ... Ha! 05:02 – Brendan shares how AutoEntry will work with Sage to make sure the data is in the right place at the right time08:33 – Aaron talks about the importance of partnering with other software providers to create a centralized hub for their clients' financial activities09:57 – Dan talks about the Sage People rollout in 202011:37 – You can lead a horse to water, but you can't make it stop loving Excel 13:28 – After a certain point of growth, Excel's capabilities no longer scale14:02 – Dan gives some detail on Sage's Visual Explorer Connect with Our GuestsAaron Harris, CTO, SageWebsite: https://www.sageintacct.com/leadership/aaron-harrisLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/Brendan Woods, Founder and CEO, AutoEntryWebsite: https://www.autoentry.com/about-usLinkedIn: https://www.linkedin.com/in/woodsbrendan/Dan Miller, VP of Product, Sage IntacctWebsite: https://www.sageintacct.com/leadership/dan-millerLinkedIn: https://www.linkedin.com/in/danielgmiller/Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2Get 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. Oh, and don't forget to come see our smiling faces on Instagram! Meet Blake in person! December 9-11: Digital CPA Conference in Seattle         Limited edition shirts, stickers, and other necessities.TeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorsBill.com: https://cloudaccountingpodcast.promo/billTeampay: https://cloudaccountingpodcast.promo/teampayShow Notes01:09 – Meet Alliah Mohamed, director of accounting and financial operations for DonorsChoose! 01:29 – Bright lights, big city, and one CAP listener in the live audience!  02:07 – How does DonorsChoose work? 03:22 – Because they work with such a mind-boggling number of funds, DonorsChoose uses Sage Intacct to help them track the money04:51 – Before Intacct, DonorsChoose did things the old-fashioned way - manual entry07:01 – Alliah attends Intacct Advantage to get inspiration, education, and connection with other users07:56 – What's in the DonorsChoose tech stack? 09:08 – Why wait for a solution? Build your own! 10:10 – Lean, mean, not-for-profit machine - DonorsChoose is an innovative, tech-forward group of ... SIX people!Connect with AlliahAlliah Mohamed Director, Accounting & Financial Operations, DonorsChooseLinkedIn: https://www.linkedin.com/in/alliahmohamed/Twitter:  https://twitter.com/alliah_mohamed DonorsChoose website: https://www.donorschoose.orgEmail: Alliah@DonorsChoose.orgGet 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. Meet Blake in person! December 9-11: Digital CPA Conference in SeattleLimited edition shirts, stickers, and other necessitiesTeePublic 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  Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2

SponsorsBill.com: https://cloudaccountingpodcast.promo/billTeampay: https://cloudaccountingpodcast.promo/teampayShow Notes01:18 – Meet Rob Reid, chairman of Sage Mid-Market Solutions Group01:23 – Meet Kevin Cumley, director of the Sage Intacct Accountants Program01:40 – What really is 'mid-market'? 04:34 – Doing cloud before cloud was a thing - Sage Intacct began as a cloud firm some 20 years back! 05:02 – Sage Intacct helps firms deliver outsourced accounting and financial services to their clients06:44 – What separates Intacct from other players in the field? 08:17 – For small organizations, understanding cash takes priority over GAAP, until they need investors. Intacct offers insight from both perspectives11:48 – Sage's Accountants Program offers extensive training and certifications to get them prepared to use the Intacct platform effectively14:21 – It can't be that hard to satisfy accountants, can it ...? 16:57 – Innovative firms understand the importance of combining the technology with their accounting expertise17:39 – Practice lines, such as tax and audit are on the decline, making outsourcing more attractiveConnect with our guestsRob Reid, Chairman Mid-Market Solutions, Sage LinkedIn: https://www.linkedin.com/in/rob-reid-2b72896/Twitter: https://twitter.com/SageIntacctRobKevin Cumley, Director, Accountants Program, Sage IntacctLinkedIn: https://www.linkedin.com/in/kevincumley/Twitter: https://twitter.com/KevinCumleyGet 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. Meet Blake in person! December 9-11: Digital CPA Conference in SeattleLimited edition shirts, stickers, and other necessitiesTeePublic 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  Episode Art Photo Credit: April Blankenshiphttps://twitter.com/aprilblnknshphttps://twitter.com/aprilblnknshp/status/1187023281687130112/photo/2

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 Notes02:47 – Building stronger relationships? You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you!  07:20 – In case you missed it, check out Episode 129 to get the latest accounting news to come out of Quickbooks Connect 2019! 08:40 – Intuit’s acquisition of ChronoBooks offers enhanced productivity with QuickBooks Online Advanced | QuickBooks Blog 11:17 – Xero’s half year 2020 results & from Xerocon London, announcing Net Zero! | Xero Blog 13:42 – Pay with TransferWise: Xero’s bringing another way to pay and manage your bills | Xero Blog 17:26 – Xero teams up with GoCardless to launch an integration that helps combat late payments in the Americas | Xero Blog20:40 – “Xero needs to Square up!” | Livewire24:15 – “Where Will Square Be in 10 Years?” | The Motley Fool 26:06 – First Bank of Google? It all starts with offering consumer checking accounts | The Washington Post29:50 – You wanna start a Revolut-ion? First, you need some people! | PYMNTS.com30:02 – Payro to the rescue – if you can’t meet payroll, short term … | PYMNTS.com 30:16 – With this QuickBooks and Tide integration, you can clean up some tedious bookkeeping tasks | Bank Innovation30:42 – Surprise! You’re Broke! | WIRED34:39 – You need to get your personal financial s$&# together with Blake’s new favorite app! |YNAB38:05 – I can’t get no satisfaction – why one in three millennial biz owners are not happy |Accountancy Daily39:28 – To kill a tree, or not to kill a tree - firms are divided | CPA Trendlines41:25 – “The Truth about QuickBooks™ Files” | LinkedIn45:44 – Can you prove David Wrong, or prove Blake right? Let them know! 49:04 – Better late than never – 1Password rakes in $200M in Series-A funding | TechCrunch50:10 – Former guest, Matt Paff on the “8 trends in the Accountant's Software Industry” | LinkedIn51:21 – David recommends a lower-tech password solution – PasswordCard.org51:59 – How does Disney+ relate to accounting? | CNET 58:34 – The coolest selfie ever? 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 in person! December 9-11: Digital CPA Conference in SeattleLimited edition shirts, stickers, and other necessitiesTeePublic 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  

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 Notes00:45 – Meet Valerie! 01:44 – Meet David! 02:09 – Live fast, cloud-account hard! David’s firm, ENVOLTA, has hit Hubdoc’s Top 50 North American Cloud Accountants and The Ottawa Business Journal’s Fastest-Growing Companies list multiple times! | Ottawa Business Journal03:00 – Breaking news! The world does not stop when we attend accounting conferences! 03:47 – News from QuickBooks Connect! | Accounting Today07:08 – Like a spell-checker, only for accounting processes - one new QB feature, Bookkeeping Review, helps you find, and correct errors, with customization options for each client08:52 – Bookkeeping Review gives users almost real-time accounting, and eliminates a lot of year-end close headaches, especially around tax10:26 – What makes QuickBooks's Business Performance Overview tool outperform similar tools from competitors? 12:39 – Benchmarking tools are splendid, but how do you know the data is solid? 15:35 – Using powerful review and benchmarking tools provides a solid foundation for effective advisory17:29 – How do we build, a bigger, better Cadillac of accounting tools? 18:34 – Will too many apps spoil the tech stack? | Financial Times21:44 – When FASB speaks, accounting apps, like LeaseQuery run with it! | Business Wire 23:14 – Bankifi is throwing down the Banking-as-a-Service gauntlet | Forbes27:11 – Is another tax software company getting ready to bite the dust? 28:37 – The MyPayrollHR dominoes keep falling – Cachet ceases accepting ACH deposits for payroll | Cachet Financial Services29:57 – Cachet’s decision leaves companies, like Vermont-based PayData, holding the bag | VTDigger 32:15 – CYA with insurance – the best way to protect yourself and your firm when you’re stuck in the tangled web of apps and services33:02 – David DiNardo's parting wisdom: accounting and bookkeeping firms should go social! Not only is it good for marketing, but it's an excellent way to network and stay on top of what's going on! Connect with David and ValerieDavid DiNardo: LinkedIn: https://www.linkedin.com/in/david-dinardo-mba-42344599/Website: https://envolta.ca/Valerie Heckman: LinkedIn: https://www.linkedin.com/in/valerieheckman/Twitter: https://twitter.com/vheckmanGet 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. Meet Blake and David in person! December 9-11: Digital CPA Conference in SeattleLimited 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  

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 Notes01:17 – Acuity - firm of the future today - operating almost completely with a remote workforce! 03:54 – Is your job on the automation chopping block? Find out, here 04:30 – Even with the gloom-doom reports, the demand for accountants is still going up | University of Oxford – Oxford Martin School 06:14 – Kenji notes that the fear of automation is driving curiosity and adaptation in the face of such huge changes08:30 – Meet Sammy and Lisa!08:59 – Sammy defines bookkeeping as a combination of traditional bookkeeping services,  some more  listening, and more advisory09:37 – Lisa's definition of customer success is matching clients with the right tech, at the right time, so they can benefit from Acuity's full range of services11:29 – Bank feeds are a constant source of frustration for accountants and clients alike13:38 – Acuity's bookkeeping team uses a standard tech stack, including QBO and Xero, to ensure consistent service16:53 – Accounting FOR food trucks FROM a 'food' truck - a new career move for your hosts? 17:42 – We ain’t afraid ’a no oversized accounting-tech ecosystem chart! | Accountex18:29 – Lisa thinks that eventually, the mind-boggling array of accounting apps are going to consolidate into bigger, better tools. 19:01 – The Cloud Accounting Podcast - World-class recruiting tool! Listen, learn, and find excellent new hires! 20:17 – Meet Graham and Ann! 21:06 – Ann gives the rundown on Acuity's controller team functions23:02 – Graham explains how Acuity's CFO group makes life easier for clients23:52 – The bigger the data stack, the bigger the responsibility. 24:19 – When do you need CFO services? 27:01 – Graham shares some advice on getting into the advisory game30:04 – What is community-adjusted EBITDA? 30:34 – Non-GAAP metrics can be used to get a clearer picture of a company's performance31:06 – GAAP might not be fairly addressing human capital, but Acuity is by investing in its people32:08 – Is accounting still relevant? 32:51 – When it comes to providing stellar service, data is king, even if it's non-financial35:10 – The WeWork snafu is proof that the free market works37:02 – Adapt or die? | TechRadar37:59 – David says data is going to level the playing field and what really matters is people, culture, and company values Connect with the Acuity TeamAcuity: https://acuity.co/Matthew May, Founder, VP Sales and MarketingLinkedIn: https://www.linkedin.com/in/thetechcpa/Twitter: @thetechCPAKenji Kuramoto, Founder & CEOLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Twitter: @kenjikuramotoLisa Gilreath, VP of OperationsLinkedIn: https://www.linkedin.com/in/lisa-gilreath-2ba506a/Twitter: @lkgilreathAnn O'Dea, Controller Team LeadLinkedIn: https://www.linkedin.com/mynetwork/invite-sent/ann-o-dea-a61263118/Sammy Siddique, Cloud Accounting Team LeadLinkedIn: https://www.linkedin.com/in/sammy-siddique-64446932/Twitter: @sammy3042Graham Wood, CFOLinkedIn: https://www.linkedin.com/in/grahamwoodjr/Kai Moon, Senior Customer Success AdvocateLinkedIn: https://www.linkedin.com/in/hikaimoon/Twitter: @hikaimoonGet 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. Meet Blake and David in person! November 5-8: QuickBooks Connect in San JoseNovember 5: Practice Ignition PreCon Party in San JoseNovember 6: VIPartners Party with Gusto, Routable & Jirav in San JoseDecember 9-11: Digital CPA Conference in SeattleLimited 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  

SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:17 – Meet Cash Flow Mike! 00:36 – Cash flow is king - It's how businesses keep their doors open01:26 – Mike teaches banks effective methods for communicating with small-biz owners01:50 – Mike teaches from the standpoint of necessary advising, instead of trusted advising03:41 – Want to add advisory to your practice? Learn how to tap into your experiences and tell that story04:49 – Mike says it's imperative to start with the end in mind - and map out that advisor/client relationship 06:55 – Since everything you do impacts cash flow, you need to know the reason why  you're making every single transaction09:01 – Run your firm like you're going to sell it - keep it show-ready every day09:34 – Stupid cash flow tricks 12:01 – You don't need fancy tools and software, but you do need to track everything - what's coming in, what's going out, and the timing of it all14:15 – When it comes to cash flow, looking ahead gives you time and options14:35 – Practice what you preach. When it comes to advisory, if you believe in what you're selling, why aren't you doing it? 15:20 – What comes in should match what's going out18:39 – A discussion on how having more month than money and oversized growth affects startups like WeWork | NYT Connect with Mike MilanLinkedin: linkedin.com/in/mikemilan/Website: https://www.elevatefinancialtraining.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. Meet Blake and David in person! November 5-8: QuickBooks Connect in San JoseNovember 5: Practice Ignition PreCon Party in San JoseNovember 6: VIPartners Party with Gusto, Routable & Jirav in San JoseDecember 9-11: Digital CPA Conference in SeattleLimited 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

SponsorsRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:40 – Welcome Jose and Tony!  01:13 – Tony explains the Latino Tax Professionals Association’s mission 02:37 – The fast-growing Latinx small-business market is largely underserved in the U.S. 04:59 – Uncle Sam wants you  -  even if you're an illegal immigrant - to pay your taxes 05:32 – There's a delicate balancing act of compliance with the IRS, or the government 06:31 – Jose tells undocumented clients that filing a return is an imperative step in becoming a citizen or getting authorization to work in the U.S. 07:15 – Tony explains how the mixed-status family can mix up your brain when trying to file that type of tax return 09:12 – Jose talks about the absolute necessity for education to prevent Latino small-owners from making huge mistakes with their finances and taxes 11:05 – Talking diversity, and the perceived, or real lack thereof in the accounting profession 12:48 –  Financial illiteracy may be what gets in the way of Latino entrepreneurs being able to grow their businesses | Stanford Graduate School of Business 14:32 – Jose says while most Latino business owners speak English and use English-language products, they prefer to consume educational content in Spanish 15:21 – Translating your educational content into other languages will pay off  in the long run 18:25 – Scaling New Heights started offering Spanish-speaking tracks in 2017  | Woodard.com 19:12 – To reach the Latinx market, try a less salesy, more genuine approach 20:12 – Tony explains how Contabi Alliance takes the mission of serving the underserved to the Latin American countries, providing resources and education for accountants and bookkeepers who don’t have access to the tools and technology available in the States 22:00 – Each country has its own particular accounting rules and regulations to navigate24:35 – There's a huge shortage of third-party apps that connect Latinx accounting software to the global players, such as Xero and Intuit25:25 – What kinds of opportunity exist for Latin American countries that want to expand into the U.S.? 26:54 – Jose may have the world’s longest social media profile! 28:39 – Latino Tax Fest – parties, pools, and education! Connect with our guestsJose ZavalaLinkedIn: https://www.linkedin.com/in/jzavala03/Twitter: https://twitter.com/ztxadvisorsEmail: jzavala@ZTXadvisors.comMore About the Xero Virtual Hour: https://www.xero.com/us/partner-programs/partners/xerohour/Tony MartinezLinkedIn: https://www.linkedin.com/in/tony-martinez-a095613a/Website: https://latinotaxpro.com/Email: antonio.martinez@latinotaxpro.orgLatino Tax Fest: https://latinotaxfest.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. Meet Blake and David in person! November 5-8: QuickBooks Connect in San JoseNovember 5: Practice Ignition PreCon Party in San JoseNovember 6: VIPartners Party with Gusto, Routable & Jirav in San JoseDecember 9-11: Digital CPA Conference in SeattleLimited 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