SponsorRight Networks: https://cloudaccountingpodcast.promo/rncloudShow Notes00:53 – Meet Dena Oberst, CEO of Gable Tax Group01:45 – Meet Diane Yetter, president of Yetter Tax, and founder of the Sales Tax Institute04:11 – Diane gives a brief overview of the South Dakota v. Wayfair decision  | AICPA  05:26 – According to South Dakota, a business’s physical presence is less important than its economic presence 06:50 – You gotta get up pretty early in the morning to go hang with the Supreme Court crowd! 08:37 – Most states, except Kansas, have adopted the $200k/200 transaction threshold | TaxJar 09:55 – If a company sells through Amazon, or other major marketplace platforms, there's nowhere to hide.  10:45 – To be registered, or not to be registered – that is a huge question right now 14:50 – States are attempting to ease the burden on smaller sellers through Marketplace Facilitation laws | Bill Track 50 17:10 – With the constant changes to the sales tax laws, which can vary state by state, it’s imperative to constantly monitor thresholds, and transaction counts21:47 -- Who has to file? Who doesn't? Who knows? All states have yet to reach a consensus regarding the particulars of the new sales tax laws 25:38 – While it’s a mess right now, Diane believes things will start falling into place in the next five years. 26:21 – Business is definitely booming for sales-tax specialists, and firms, such as Gable Tax Group as CPAs scramble to help their clients meet these new and ever-changing sales tax requirements  28:39 – Diane doesn’t foresee any interference from the federal government, because it would only cost them more money to jump into the fray32:06 – While the states are mostly self-policing the workings of the sales tax laws, there are some states that still want to forge their own seemingly senseless paths 33:46 – Economic nexus applies to all companies, not just sellers of physical goods 34:35 – Accountants and bookkeepers might want to exercise some caution with add-on products and bundling, as it can create additional confusion, and taxation 38:22 – With the shift from a manufacturing to a service economy, states are on a mission to replace lost revenues39:57 – As accounting and bookkeeping practices continue to expand services, education, and understanding of the sales tax laws is criticalConnect with Our GuestsDena Oberst:https://www.linkedin.com/in/dena-oberst/ https://twitter.com/PasadenaDenahttps://twitter.com/gabletaxgroup Diane Yetter: https://www.linkedin.com/in/dianeyetter/https://twitter.com/YetterTaxhttps://twitter.com/SalesTaxInstSalesTaxInstitute.com/accountex2019Get 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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorsBQE Core: http://cloudaccountingpodcast.promo/coreRewind: http://cloudaccountingpodcast.promo/rewindShow Notes01:46 – Reminiscing with Will  03:03 – Will talks about life after YouTube and living life with Gusto!  04:12 – It's time for reviews!  06:37 – MyPayrollHR 101 - The nutshell version 07:31 – Catch up on our recent coverage in episodes 112 and 114 07:55 – Mum's the word, Mann | Albany Business Review 08:34 – It's always important to be proactive, especially AFTER committing fraud ...  09:03 – The fallout begins ... Two class action suits filed against Cachet | Albany Business Review12:12 – The misgivings of MyPayrollHR may shine a bad light on the accountants and bookkeepers who recommended the company to their own clients 14:05 – Will explains how Gusto protects itself from payroll tampering16:21 – According to Will, a payroll provider's level of transparency dictates the level (if any) of notifications whenever something changes in the system.  19:01 – Is this call for regulation of the payroll industry going to put a damper on innovation? | New York Post  22:01 – The MyPayrollHR debacle has exposed just how risky the ACH system really is  24:02 – WeWork - how something so right is going so wrong | Wall Street Journal  25:04 – A few flaws surfaced when WeWork went under the microscope   28:15 – WeWork's weak Wi-Fi woes | CNET29:14 – Data security at WeWork isn't free. It'll cost you between $95 to $195 a month to keep your internet stuff to yourself!   30:35 – Guy Pearson’s Practice Ignition revs up with a $15 million raise and Stripe scores BIG with a $250 million round | TechCrunch  35:48 – Straight from Will's mouth - The Cloud Accounting Podcast - all the accounting and bookkeeping news you need to know!   38:53 – Stingy with your tips? POS terminals are tracking your tipping habits | NYT 41:46 – According to Toast's 2019 stats, tipping is not practiced by the majority of patrons at cafes, and fast casual restaurants  45:42 – Ride-share customers tip significantly less than their dining counterparts 47:40 – Can your firm's client-retention rate make or break selling the firm? | The Canadian Accountant  49:00 – Jump over to Episode 110 to learn more key factors for successfully selling your accounting or bookkeeping firm 49:35 – How small, rural firms possibly compete in the cloud accounting universe without reliable high-speed internet? | LinkedIn 50:22 – It'll be another decade before the FCC implements the fourth wave of broadband internet to some 36,000 'unserved' homes and businesses across 16 states | Business News Daily Connect with WillWebsite: https://gusto.com/blog/author/will-lopezTwitter: @ZewillsterLinkedIn: Will LopezYouTube: https://www.youtube.com/c/advisorfitvGet 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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorPodchaser: https://cloudacctpod.link/reviewsShow Notes01:41 – General Counsel Slavkin describes Cachet Financial Services as a sort of third-party vendor for payroll processing companies.  05:59 – Every ACH provider has their own patented process for payroll 06:45 – How MyPayrollHR’s owner, Michael Mann, did the deed, in technical detail  09:03 – Slavkin claims the  assorted employee banks are to blame for the whole payment reversal fiasco 10:32 – According to Slavkin, banks have 60 days to either accept or reject reversal files 11:29 – Cachet eventually decided to return all funds to the affected employees, using their own funds 12:10 – Though Cachet covered the payroll, some employees have yet to receive their funds back 13:32 – Slavkin notes that employee banks are waiving overdraft and other fees related to this incident 14:18 – NACHA’s statement re payroll-deposit reversals | Personnel Today  14:38 – Slavkin doesn't agree with NACHA's claim about reversing payroll deposits.  16:21 – Lesson learned: ABC - Always Be Cautious ... Before the MyPayrollHR event, Cachet never had controls in place to detect fraudulent activity from the client side. Now, after the fact, they do.  18:56 – According to Slavkin, Pioneer Bank is holding at least some of their money "in trust" ... They just have to find a way to get it. 23:18 – Timeline of the aftermath – from discovery through contacting FBI and more 24:38 – Wall Street Journal reports that Mann is cooperating with the U.S. Attorney and FBI ... | The Wall Street Journal  25:02 – Where in the world is Michael Mann? Either nobody knows, or they're not saying26:30 – Blood and turnips - Slavkin was unable to accomplish much of anything when she contacted the FBI for help 31:50 – Pioneer Bank – another victim? | Times Union  33:30 – Was this a crime of desperation, or a crime of greed? Connect with Cachet Financial ServicesThe Cachet Crisis Hotline number is 877-579-8557Connect with Our Guest, Wendy Slavkin, General Counsel for Cachet Financial Serviceshttp://slavkinlaw.comhttps://twitter.com/slavkinLawGet 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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorAccounting & Finance Show LA: http://cloudaccountingpodcast.promo/accountingshowla Episode Notes 01:17 – The Cloud Accounting Podcast is gonna smoke Marijuana Daily in the iTunes charts, after this episode! 01:44 – A blunt history – how Bruce and Tom got started in the cannabis-accounting realm 02:50 – Bruce speaks to some of the challenges cannabis businesses face, when it comes to accounting 03:37 – The tables have turned when it comes to the types of clients served in a cannabis accounting firm 04:28 – How can accountants use cloud technology to help cannabis clients?  04:46 – Come hail or high water, Tom prefers hosted (cloud) solutions, such as QuickBooks Online and QuickBooks Enterprise  to keep client data safe.  06:00 – One way to store your cannabis currency – PotCoin? | Vox   06:16 – Bruce explains some of the many layers involved with reporting for cannabis clients.   08:26 – Since every move you make, as a cannabis business, needs to be tracked, the most efficient way to do so is with specialized seed-to-sale or track-and-trace software 09:18 – How to get your Metrc on … | SoftwareConnect 11:10 – Is there a QuickBooks Cannabis Edition out there?   11:16 – A few of the front runners in the seed-to-sale software space:  Proteus 420, BioTrackTHC, and LeafLogix 12:38 – There are separate licensing requirements for each phase of the cannabis industry, from cultivation to distribution 13:19 – Cannabis taxation - harshing your accounting and bookkeeping mellow, from the municipal to the state level.  14:46 – The full operation - seed to sale - has the most tax benefit for local agencies in California.  15:33 – If you want to set up shop in L.A, the city's Department of Cannabis Regulation Pre-app instructions and zoning tool will give you some direction 16:02 – One retail roadblock could get in the way - LA DCR only has another 150 retail licenses to offer, all with a preference toward social equity ...  16:27 – Another huge downside in the LA cannabis market is fierce and seemingly unfettered, or at least unlicensed,  competition  17:07 – Is California's black-market cannabis winning the race?  17:32 – California takes a nearly 50-percent cut for assorted cannabis-related taxes, hanging cannabis businesses out to dry  19:10 – The CDTFA is more than happy to guide you through all the ways they'll take a hit off your revenues as a cannabis business owner   19:43 – Bruce breaks down the taxation and reporting process - from distribution to retail 21:06 – There's zero method to California's cannabis tax reporting madness, and no official guidance, either 22:22 – Cannabis users take note! If you're using for medicinal purposes, be sure to bring proof when you visit a retail cannabis store  25:23 – Accountants, do your cannabis clients a favor - learn, understand, and offer the tax piece, too! | Cannabis Industry Journal 26:14  -- Get some help - with the constant changes in the cannabis industry, with laws, regulations, taxes, and requirements, you need qualified, competent support for your cannabis accounting 28:32 – Cannabis accounting and bookkeeping skills are probably not as portable as other types.   30:14 – Who needs Starbucks, when there are pot brownies to be had?Connect with Our GuestsBruce Andersen, CPA:Websites - https://andersencpa.com/ and https://cannabiscpa.tax/ LinkedIn - https://www.linkedin.com/in/bruce-andersen-8788a59/Thomas Andersen:Twitter - @TheOfficialTomALinkedIn - linkedin.com/in/tomandersencbdGet 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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorsBQE CORE: http://cloudaccountingpodcast.promo/coreRewind: http://cloudaccountingpodcast.promo/rewindShow Notes03:22 – MyPayrollHR's simplistic sayonara | Krebs on Security 05:40 – Some questions, some blame, a whole lotta wrath | SearchHRSoftware 07:28 – Governor Cuomo's statement | NYDFS 09:06 – Will the real Michael Mann please stand up? | TimesUnion 10:32 – a brief primer on how a payroll service processes a payroll 12:03 – Bait and switch ... MyPayrollHR redirected employer funds from the holding account to one of their internal accounts 16:02 – Really, Cachet? You're the ONLY victim?  17:05 – Apparently, Cachet needs bigger, louder, more neon-y warning signs when things are going awry with clients 19:21 – The FBI wants your intel, if you know anything about the MyPayrollHR situation. 20:58 – Breaking up isn’t hard to do when you do it with email, right?   23:17 – Payroll company using fraudulent means to report on fraudulent activities of another payroll company? Probably not the brightest bulb in the lamp ... 25:10 – Earlier this year, Key Bank was at the center of another payroll provider debacle | Albany Business Review 29:20 – Stop back next week for the latest intel on the ongoing MyPayrollHR melee!  29:37 – QuickBooks Live test-drives a new pricing tier based on the user's annual expenses | Firm of the Future 31:57 – Congratulations to Gusto for having cool workplace digs! | Inc.com  32:46 – More on Clio's astronomical $250 million raise, straight from the CEO's mouth | LawSites  33:19 – Visor, the tax-prep company we talked about in Episode 70, is still incognito  34:21 – Will California set precedent with AB-5 and shake up the gig economy? | CalMatters  37:43 – Has anyone bothered to ask Cali gig workers whether they WANT to become part-time employees vs contractors?  38:37 – David sees this legislation as just another part of the innovation lifecycle running its course 40:40 – Madeline Pratt serves up some thought food on the shelf life of influencers | Fearless in Training 41:25 – As David promised, an assortment of links from LinkedIn, and a sampling of leaderboard-y goodness? from AccountingWEB:                      https://www.linkedin.com/feed/update/urn:li:activity:6577777378490109952                     https://www.linkedin.com/feed/update/urn:li:activity:6577554625778581504                     https://www.linkedin.com/feed/update/urn:li:activity:6575309489593954304 42:43 – Are influencers operating in an echo chamber?  45:49 – Last, but definitely not least, we got some new reviews in!  46:45 – Hear Blake's best interpretation of a smooth voice ...  47:12 – We did make a list! Thanks to all our listeners, and reviewers for making it happen!   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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorsBQE Core: http://cloudaccountingpodcast.promo/coreRewind: http://cloudaccountingpodcast.promo/rewindShow Notes01:21 – Jet lag does cause memory loss ... | ScienceDaily01:39 – Thanks to everyone who made our trip to Boston for Accountex a success! 03:18 – Just a little off the top … Hit up Xerocon Brisbane for a trim04:22 – If you need some insight about pricing, like our listener, Danielbreez, check out the Soul of Enterprise podcast, or read Ron Baker's book on the subject05:32 – Xero’s small-biz ecosystem just got a little bigger | Voxy08:12 – Xero revs up the bank engine, partnering with BP on their Australian fuel card program | CIO09:03 – Clio blows the roof off of VC raises with a $250 MILLION round | The Globe and Mail10:39 – How long before the other industry practice-management SaaS providers get off the bench and follow Clio's lead?11:57 – Clio’s biggest competition is pen and paper? | Clio14:17 – Could this be David's new side hustle - PBFaaS - Psychic Business Forecasting as a Service? 14:51 – Speaking of additional services, Square's got a new one - the Square EIN Assistant | Square16:53 – Wake-up call - SaaS providers are starting to fill gaps where accountants and bookkeepers fall short. 18:11 – Former guest, Sabrina Parsons of LivePlan, tackles yet another challenge - sitting on the board of directors for Oregon Pacific Bank | Insightful Accountant18:44 – Blake and David are significantly less than whelmed with QuickBooks Desktop's new features for 202020:27 – SmartBooks introduces a new practice-management workflow tool - Blake-approved! | PYMNTS.com22:35 – Ireland-based Surf Accounts catches a wave  (of BS?) into the U.S.  market | Insightful Accountant23:43 – M&A is hot, hot, hot ... according to surveyed tax and accounting professionals | CPA Trendlines24:46 – Is this a buyer's or seller's market? Check out Ep. 110 to hear some expert opinions! 25:28 – Payroll-advance apps, like Earnin, are starting to face regulatory scrutiny | PYMNTS.com26:59 – Breaking News Alert! We've got early details on the mystery of the missing MyPayrollHR  company (and even more to come in the next episode!) 27:49 – “The whole place is going nuts!” Is this the payroll-processing version of Boiler Room? 29:24 – Governor Cuomo's statement re: MyPayrollHR | Albany Business Review32:57 – Before we go, though, check THIS out!  The LG G8X ThinQ Dual Screen phone! | Digital Trends33:22 – Let us know if you've got some intel on the MyPayrollHR 'scandal', and also, whether you prefer one episode at a time, or want us to drop a bunch for your binge-listening enjoyment!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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorAccounting & Finance Show: http://cloudaccountingpodcast.promo/accountingshowla Show Notes00:32 -- Greetings from sunny L.A. and the Accounting and Finance Show!  01:33 -- Podcasting - Blake's gift to the world! 01:49 -- Meet Shannon Hay, VP at Live Oak Bank 02:44 -- Meet Dr. Curtis Cochran,  President/CEO of Cochran Consulting 03:42 -- Why Cochran gives every new client a thorough exam  05:45 -- What are the key considerations for selling your accounting firm?  06:44 -- Are you worth less if you don't have your head, or your book of business in the cloud?  07:09 -- Shannon talks valuation and the many variables involved  09:27 -- Evaluating an accounting or bookkeeping firm's worth is an art, not a science 10:37 -- It's a numbers game. The gentlemen discuss multiples 11:55 -- Curtis argues that annual cash flow is a better determinant of value than gross revenue 13:26 -- Why sell? Shannon talks about the various reasons firm owners want out  15:59 -- One-stop shopping is not just for Amazon. Accounting and bookkeeping clients want more than just the basics 17:37 -- Want to start your own accounting firm? Odds are stacked in your favor, if you have the right combination of knowledge, tech, and exceptional customer service 18:25 -- Buyer's market or seller's market? Our guests have differing points of view 19:33 -- Shannon believes many boomer firm owners still haven't decided to take their leave yet 20:26 -- The young guns aren't buying up accounting  firms. A growing consensus of younger accountants thinks it's easier to just steal clients away 22:25 -- Don't wait til it's too late. Even if you didn't start your firm with the finish line in mind, now is the time to get that exit plan in place!  24:21 -- Buyers need to see the potential, not the past 27:01 -- If you are sans exit plan, you're not alone. A fair number of large and small companies don't have one eitherConnect with Our PanelistsDr. Curtis Cochran (President/CEO of Cochran Consulting): https://www.linkedin.com/in/ccochranconsulting/Shannon Hay (Vice President, Accounting and Tax at Live Oak Bank): https://www.linkedin.com/in/shannon-hay-1b6bb88/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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorsBQE Core: http://cloudaccountingpodcast.promo/coreRewind: http://cloudaccountingpodcast.promo/rewindShow Notes01:25 – Why enjoy a nice relaxing Labor Day weekend, when you can go camping instead?03:30 – Why are sock puppets writing accounting articles? 05:23 -- Blake talks about how to suss out sock puppets on LinkedIn, and teaches us how to do a Google Image Search08:35 -- Time to clean house on your LinkedIn profile? | LinkedIn12:30 -- Something’s rotten in the state of accounting content | Leary Theory on Revue13:13 -- According to a NY Times article, China is using LinkedIn for less altruistic purposes | New York Times  14:06 -- Why do human work, when you can pretend to be a robot? | WSJ16:45 -- Walmart one-ups UPS and sends their accounting jobs, some 600 of them, to India | Breitbart 18:51 -- Get your Sage accounting advice Down Under -  Intacct opens in Australia | Accounting Today20:04 -- The subscription economy grows again – Chargebee raise $14M in Series D round | Chargebee20:30 -- AvidXchange is cozying up to banks with their acquisition of BankTEL | Verdict 21:43 -- Going with the flow, Tesorio (think “Mint for Business”) raises $10M in a Series A round | TechCrunch23:46 -- Intuit’s TSheets is losing the Race to Zero with increased user fees later this month | TSheets26:32 -- Might be time to think outside the Box … | WSJ29:18 -- Listeners – Are you using cloud storage, specifically Box, or Dropbox? Inquiring hosts want to know!  30:57 --  Vanguard Active Funds Struggle to Beat the Market | Money33:32 -- What to do when your cloud breaks | Journal of Accountancy35:52 -- ABC – Always Backup your Cloud! Just because it’s in the cloud, doesn’t necessarily mean your data is backed up!  36:40 -- Not even your teeth are safe from ransomware attacks! | Krebs on Security 37:55 -- Is your cyber insurance making you vulnerable to ransomware attacks? | ProPublica39:18 -- A deeper dive into the ransomware/insurance connection | ProPublica 40:01 --  It’s not what you do, it’s why you do it | CPA Trendlines43:43 -- Survey says: so long soft skills, bring on the tech! |  Accounting Today45:51 -- News of the Weird: Liberty Tax, Sears Hometown, and Vitamin Shoppe make strange bedfellows! 48:43 -- Sock-puppet-free, REAL awesome reviews! 51:56 -- Blake and David are Boston-bound for Accountex 2019! 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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

SponsorsBQE CORE: http://cloudaccountingpodcast.promo/coreSign 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 Notes00:22 – 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-Gray07:57 – The reviews are in! David and Blake run down some more reviews of the show from iTunes and Podchaser10:37 – Intuit’s ecosystem, and revenue continue to grow, according to their latest earnings report | Intuit13:20 – 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 Blog15:32 – 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 Wire18:07 – Cash – more than $6 billion of it - is still king in some of Uber’s global locations | MarketWatch21:31 – Strategic move or smokescreen? UPS eliminates 60+ accounting jobs in Texas | The Dallas Morning News24:13 – Tax preparers who don’t raise their rates are leaving a load of money on the table | Accounting Today26:15 --  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 Advisor27:55 – 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 | LinkedIn30:53 – 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 solution32:55 – A Work-from-Anywhere strategy benefits both companies and their employees | Harvard Business Review34:43 – Can help desk software help accounting firms help their customers? | Future Firm37:19 If you’re not into more software, Blake, David, and Meghan share some other strategies for tackling customer service39:00 – Bookkeepers, who’s really your client? Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEBConnect with Meghan Blair-ValeroTwitter: https://twitter.com/FoggedInbooksLinkedIn: https://www.linkedin.com/in/meghan-blair-valero-6825b11b/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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast

Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Show NotesWe asked the question - What is Advisory? See the responses below in the transcript! Connect with Some Respondents!Melissa Mullett - Veem | LinkedInPatti Scharf - Catching Clouds | WebsiteWayne Schmidt - TOA Global | TwitterBrooks Wheatley - System Six Bookkeeping | WebsiteNury Saenz - H&R Block Franchise Owner | LinkedInAaron Berson - VRTL | LinkedInElliott Brown - OnPay | LinkedInChristine Walsh - Walsh Accounting Solutions, LLC  | LinkedInLiz Farr - Farr Communications | LinkedInAndy Burner - Xero | LinkedInStephanie Holt - Cloud Accounting & Consulting, Inc | LinkedInScott Scharf - Catch Clouds | WebsiteChris Rogers - BookWerks | WebsiteGonzalo Alvarez de Toledo - Contabi Alliance | WebsiteJay Kimelman - The Digital CPA | Website Joel Lacayo - ATAX | LinkedInMatt Donaldson - Rippling | LinkedInGuy Pearson - Practice Ignition | Twitter | Website | LinkedInBrooke Roberts - ProfitSee | Website | LinkedInJose Zavala - ZTX Advisors | Website | LinkedInThomas Casey - Xero | LinkedIn Sasha Hryciuk - Loft47 | Website | LinkedInTracy Simmons - Loft47 | LinkedInDan Shively - Spotlight Reporting | Website | LinkedInDan Young - Xero | LinkedInKelly Bistriceanu - CollBox | LinkedInJeff Phillips - Accountingfly | LinkedInJason Staats - Brenner, LLP | Website | LinkedInBrian Hershman - Buck Stops Here Accounting | Website | LinkedInRanica Arrowsmith - Accounting Today | Website | TwitterGet 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. SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast