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The Accounting Podcast

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Aug 26, 2019 • 21min

#Xerocon San Diego: The Jamies of Hubdoc (acquired by Xero)

Sponsors LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobal Show Notes00:57 – Meet one of the Two Jamies - Jamie McDonald, Executive GM, Product, Accounting and Global Services at Xero01:44 – Jamie M talks career, and his new promotion02:45 – What’s ahead for Hubdoc? Jamie M discusses the acquisition, some of Hubdoc’s newest time-saving features, and plans for building a more powerful platform 05:10 – Jamie M talks about Hubdoc’s global positioning and how working across multiple time zones is maybe his least favorite part of his job 05:57 – Touching on the Xero-Stripe integration – one more way to save time and eliminate headaches07:31 – Keys to being successfully acquired – show up everywhere, listen, really listen, do lots of stuff that adds value, repeat 10:14 – The other Jamie, Hubdoc Co-Founder and Co-CEO, arrives! 11:00 – Has fetching docs (Hubdoc’s forte) become a new pain point for accountants and bookkeepers?13:15 – Do we really want to live in a world without bank feeds? Why said feeds and fetching soar above the manual-entry alternative16:15 – Jamie M talks about the potential for new business with the plethora of US banks and how Hubdoc is focusing on building an innovative, powerful, and reliable API that targets the accounting, bookkeeping community 17:58 – Jamie S pontificates on how the new Wow moment – machine learning – is helping offset some of Hubdoc’s challenges with fetching 19:14 – Here’s to another 10 years (and more) of success! Connect with Jamie McDonaldLinkedIn: https://www.linkedin.com/in/jamiemcdonald/Twitter: https://twitter.com/jamiemcdonaldConnect with Jamie ShulmanLinkedIn: https://www.linkedin.com/in/jamieshulman/Twitter: https://twitter.com/JamieShulmanGet 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
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Aug 19, 2019 • 42min

What price ethics? Auditors stand to lose earnings in exchange for integrity

SponsorsBQE CORE - http://cloudaccountingpodcast.promo/core Rewind.io - http://cloudaccountingpodcast.promo/rewindShow Notes01:25 – Happy Birthday, Blake! 03:26 – David takes QuickBooks Online Accountant for a spin the real world05:30 – The new titanium-flavored Apple Card – all hype, no substance? | ZDNet 07:45 – A few of QBOA’s underperforming features - the Accountants Apps Program and Slack -  are getting the boot as Intuit keeps searching for a more perfect integration12:04 – Xero’s Marketplace gets a new look, and some shiny new toys! | Digital First*Correction: Jonathan Misfud is the author of this Digital First article. Blake mistakenly credited Sholto Macpherson. Apologies for the mix-up! 14:03 – Is Square biting off more than they’ll eventually be able to chew? Square is taking a bite out of the hassle of managing a multitude of third-party food-delivery orders with their new orders platform | Square With constant development of new tools, APIs, and features, Square aims to be the middleman between everything from orders to accounting systems. 18:18 – Meet the winners of CPA Practice Advisor’s Tax & Accounting Technology Innovation Awards, which includes a win for BQE Software – one of our sponsors. If you missed it earlier this year, check out our interview with CEO Shafat Qazi, and an excellent demo of BQE’s award-winning Core Intelligence AI.24:05 – No magic here, just smoke and mirrors – yet another AI startup, Engineer.ai, is less than straightforward about human v. AI workload | The Verge27:14 – What’s behind the allure of hiring non-accounting grads at CPA firms? Expansion of services, requiring more skill-diversified staffs, or the declining quality of a formal accounting education? | Journal of Accountancy30:29 – The high cost of being an ethical, and skilled auditor – an eight-percent reduction in fees? | Accounting Today 35:14 – “We” is getting people Worked up over their IPO, some wonky financials, and their standard operating procedure | LinkedInGet 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
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Aug 15, 2019 • 51min

Dear AICPA! I Wrote Your Concession Letter

SponsorsBQE CORE - http://cloudaccountingpodcast.promo/core REWIND.io - http://cloudaccountingpodcast.promo/rewind Show Notes01:38 – Welcome Ben Wann, CMA, CPA, and MBA to the show!02:39 – Notable industry departures:Matt Rissell exits TSheets amidst some corporate remodeling | BoiseDevJennifer Warawa parts ways with Sage and the accounting industry | Accounting TodayBlake Oliver departs FloQast | LinkedIn07:46 – Seriously, you are not a tree. Move around! How career expectations have shifted from taking root in one job for decades to seeking new opportunities on the regular11:08 – VC fundraising activity:FreshBooks raises "most significant investment so far" from JPMorgan Chase | BetaKitScaleFactor continues to rake in some serious VC coin | Crunchbase21:05 – Ben reads us a story: “Dear AICPA! I Wrote Your Concession Letter” and explains why he is bullish on the CMA versus the CPA after obtaining both28:44 – Speaking of designations, where have all the CPA candidates gone? | CPA.com 33:53 – According to a June ADP survey, 25 percent of accounting professionals surveyed said they would not recommend young accountants get a CPA license, or seek some other credential or advanced degree35:50 – Ben talks about cheese, business process improvement, finance business partnering, and how new technology drives him to educate and help people navigate the constantly shifting accounting landscape39:00 – Yet another way to Crunch some numbers with the help of freelancers | SmallBusiness.co.uk 42:23 – Something’s phishy … More updates on the iNSYNQ ransomware snafu | Krebs on Security47:41 – Armanino goes full crypto – first with a range of blockchain services, and now accepting payment via all forms of cryptocurrency | Armanino, LLP Connect with BenWebsite: The Numbers GuysTwitter: @BenWann_CMALinkedIn: Ben Wann, CMA, MBA, CPAUdemy: Ben Wann | Process Improvement Specialist-Accounting/FinanceYouTube: Ben WannGet 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
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Aug 13, 2019 • 35min

#Xerocon San Diego: LivePlan's Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development

SponsorLivePlan: http://cloudaccountingpodcast.promo/lpbootcampShow Notes 00:31 – A personal word of thanks to our sponsors 01:00 – Sabrina and Kathy define advisory from their perspective  03:05 – Finding the why - Asking the right questions to help build a strong advisory service 07:01 – Another model of combining bookkeeping and advisory - former guest, Kenji Kuramoto 10:22 – Worth repeating: Bookkeeping is not what creates value in the mind of the business owner  11:37 – Adapt or die ... Stop fighting AI and get creative  13:29 – Sometimes Kool-Aid is good. Sabrina breaks down the myth that strategic planning is not a small-business imperative15:14 – Want to take your client-advisory skills to the next level? The LivePlan Client Advisory Services Boot Camp is just what you need!  16:41 – For small businesses that don't have the budget for CFO-level help, there are endless opportunities for accountants skilled in strategic planning and advisory 19:10 – When you've got the 'who, what, where, and why,' LivePlan gives you the 'how'  19:53 – Kathy shares the inspiration behind LivePlan and describes some key features 22:08 – LivePlan is launching a new QuickBooks Desktop Beta. If you're interested in taking part, visit LivePlan.com/strategicadvisors to learn more25:16 – LivePlan offers tools that remove the complications and make it easy for small business owners to work alongside their accountants 27:15 – Why Palo Alto transformed from desktop to cloud, and how they found the method to their madness within their own method - LivePlan  31:53 – How does Palo Alto Software stay profitable, and continue to reinvest in its own growth? Strategic planning  34:07 – Sabrina give a brief glimpse into her side gig - advocating for working moms and working families and how it took her to the White House more than onceConnect with Sabrina and Kathy Email: accountants@liveplan.comWebsite: LivePlan.comTwitter - LivePlan: @LivePlanSATwitter - Sabrina: @mommyceoLinkedIn - Sabrina: https://www.linkedin.com/in/sabrinaparsonsTwitter - Kathy: @KathyGregory1LinkedIn - Kathy: https://www.linkedin.com/in/kathy-gregory-821525112/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
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Aug 10, 2019 • 44min

Ransomware attacks continue!

Sponsors BQE CORE: http://cloudaccountingpodcast.promo/coreShow Notes00:08 – Blake and David talk politics for a brief moment in time ... 00:47 – While Andrew Yang has a touch of bot-phobia, he's the only 2020 presidential candidate talking AI in any meaningful way.01:24 – Yang's take on "reality TV" style elections |The Hill02:04 – What it takes to hit the debate stage | NYTimes04:34 – The ransomware wars go mainstream, when the latest attack on QuickBooks hits "action" news channels, like News 6 in Orlando | ClickOrlando.com06:49 – Hackers are buying kits designed to specifically target QuickBooks Desktop data files | Healthcare Info Security07:30 – Ransomware rebuilds - new business opportunity for accountants? 09:10 – How many accounting firms suffer ransomware attacks and stay silent about it to save face? 11:37 – Backing up the backups of your backups, and then backing those up on a regular basis is one way to mitigate ransomware damage12:47 – LinkedIn adds some new marketing tools to help small accounting businesses boost their visibility on the platform business | Accounting Today14:47 – Ain't nobody got time for updating multiple social sites when you're trying to run and grow your accounting business. David challenges app developers to create an app that's up to the social-media management task16:49 – Intuit has added a new role in the TurboTax Live arena - tax associate - to assist credentialed agents with a variety of tax-related tasks |Intuit ProConnect18:18 – QuickBooks Live finally has a landing page all its own, and they're celebrating by offering a free 30-minute consultation! | Intuit QuickBooks19:13 – What exactly is QuickBooks Live? Short answer: Uber for bookkeeping20:48 – Intuit provides an actual demo of the QuickBooks Live service in their new add, narrated by Danny DeVito22:30 – Blake Oliver - Voiceover talent for hire!23:56 – Does your firm utilize collab tools that include instant messaging? | CPA Trendlines26:15 – Google Sheets ups its game with some new tools - Slicers, Scorecard Charts, and themes - to create more effective data visualization | Android Police28:10 – The Federal Reserve wants to create its own instant-payments system, much to the chagrin of the Big Banks | Politico29:31 – Open call to Elizabeth Warren - Make an appearance on The Cloud Accounting Podcast! 30:38 – Square doubles down on its ecosystem plays | Bank Innovation 32:30 – More talk on Andrew Yang’s automation/disruption platform and why the concept of universal basic income could be beneficial 33:40 – You say you want a revolution? In June 2019, thousands of LA dockworkers marched against the rise of the robots | CNN Business34:58 – According to a Pew Research Survey, 85 percent of Americans support policies for robot restriction35:38 – It’s gonna get far worse, before it gets better. Blake talks about history repeating itself, and how the future may not be so bright for millions of workers in industries embracing automation37:59 – With a reported 40 to 50 percent of accounting work that can be automated, accountants and bookkeepers sit at the top of the list of those who could be replaced by machine counterparts41:11 – As automation and constant change becomes the norm, how do we tell our kids what to be when they grow up, when the jobs of today may not even exist by the time they enter the workforce? Perhaps investing in education and lifelong learning is the key43:05 – What do you really think? Give us your issues, your ideas, your suggestions, and even your complaints! 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
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Aug 6, 2019 • 39min

#Xerocon San Diego: Shawn Kanungo, Disruption Strategist, Founder, and Keynote Speaker

Sponsors Halon Tax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanShownotes02:25 – Shawn explains the difference between a linear accountant and an exponential accountant04:24 – Get stuff done! Embracing the gig economy with a Fiverr experiment05:36 – Shawn shares some career background - from CPA to disruption strategist07:37 – Accountants currently have a 94-percent chance of being automated 10:15 – Winter is coming! If your firm doesn’t get with the cloud, you may get left out in the cold11:18 – According to Hinge Marketing, in accounting, 25 percent of firms are eating all the growth (https://hingemarketing.com/library/article/2018-high-growth-study-accounting-financial-services-edition-executive-summary)13:45 – According to Shawn, the accounting firms that chase relevance and stay on the leading edge will win the race14:26 – Blake and Shawn talk about how Xero is breathing some rock-star-level life into the accounting industry16:31 – If accounting is on the cutting edge of disruption, why are so many firms still using Excel as their primary record-keeping system?  19:12 – How Intuit leveraged disruption to increase marketshare21:16 – The Xero-Stripe Partnership (https://www.pymnts.com/news/partnerships-acquisitions/2019/xero-stripe-team-small-biz-payments/)24:10 – The more you build out your ecosystem, through integrations and partnerships, the more value you bring to your clients27:12 – Ball's in your court ... Are you brave enough to face an accounting world without billable hours? 30:03 – If you want to change the trajectory of your firm and move it towards the cloud, try taking a risk32:40 – How can accounting bring its sexy back?  34:11 – Shawn shares some secrets to becoming a great storyteller and public speakerConnect with ShawnWebsite: https://www.shawnkanungo.com/LinkedIn: https://www.linkedin.com/in/shawnkanungoFacebook: https://www.facebook.com/shawnkanungoTwitter: https://twitter.com/shawnkanungoGet in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.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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Aug 1, 2019 • 54min

Is your QuickBooks secure in the cloud? Four hosting companies ransomwared

SponsorsBQE CORE - http://cloudaccountingpodcast.promo/core Rewind.io - http://cloudaccountingpodcast.promo/rewindShow Notes02:23 – Blake and David recap the ongoing iNSYNQ ransomware debacle03:07 – Official iNSYNQ ransomware update (https://www.insynq.com/support/#status)04:00 – iNSYNQ feedback from unhappy Tweeters 05:12 – Homeland Security's October 2018 warning about possible ransomware attacks (https://www.msspalert.com/cybersecurity-news/dhs-warning-msps-csps/) 06:18 – Tweeting with iNSYNQ CEO Elliot Luchansky on 7/23 before he backed out of the interview (https://twitter.com/BlakeTOliver/status/1153550898435485696?s=20)08:21 – Get a clue - You can't control the conversation08:59 – Should Intuit do more to protect customer data? (http://www.intuithostingprogram.com/authorized_hosts.php) 11:01 – From the Intuit Hosting Program FAQs - "The Commercial and Standard Hosts who participate in the program are solely responsible for the security, privacy, availability and backup of QuickBooks data files and the software that they host, in accordance with their end user hosting service agreements" (http://www.intuithostingprogram.com/faqs.php)12:40 – Meanwhile, on Apps.com, out of 650 apps, only one has been breached13:36 – Wake-up call to hosting providers (https://www.channele2e.com/news/msp-judgment-day/) 14:14 – Blake's take on the iNSYNQ Situation15:28 – Jack Newton on the "unholy combination" of cloud and on-prem technologies - (https://twitter.com/jack_newton/status/1154368009906970625)16:51 – Slightly ironic? Five Ways to Avoid a Ransomware Attack (https://www.insynq.com/blog/5-ways-to-avoid-a-ransomware-attack/)17:27 – Rachel sheds light on some of Sage's cloud and desktop hosting elements22:30 – How "Six Ways How Cloud Computing Improves Accounting Practices" confuses the issue of  cloud v. desktop  (https://www.hostreview.com/blog/190723-6-ways-how-cloud-computing-improves-accounting-practices)24:56 – Rachel talks about MindBridge, and the benefits of using AI for audits28:15 – Part of MindBridge's successful marketing campaign (https://www.mindbridge.ai/university-alliance-alumni/)32:44 – According to Michael Izza, ICAEW Chief Executive, the auditing profession needs to "be prepared to think and act differently" (https://www.cpacanada.ca/en/news/pivot-magazine/2018-08-28-michael-izza-interview)34:04 – Words of wisdom for auditors (https://www.cpacanada.ca/en/news/pivot-magazine/2019-02-26-mindbridge-ai-auditing)35:35 – Where IS the best place to find top-level accounting talent? (https://www.accountingtoday.com/opinion/where-should-you-be-looking-for-top-accounting-talent)37:36 – The IRS issues some 10,000 gentle reminders about cryptocurrency filing obligations (https://www.journalofaccountancy.com/news/2019/jul/virtual-currency-irs-filing-201921691.html)38:30 – How to pay your $3 million IRS bill in cash (https://www.foxbusiness.com/politics/pot-company-ceo-tax-bill-cash)40:19 – Expensify takes home some bling for its 2019 Super Bowl 2 Chainz video (https://www.accountingtoday.com/news/expensify-wins-big-in-cannes-for-2-chainz-video)43:08 – Using Microsoft Excel’s Power Query might leave you vulnerable to malware attacks (https://www.zdnet.com/article/microsoft-excel-power-query-feature-can-be-abused-for-malware-distribution/)44:16 – SMB lender OnDeck wants to become a bank (https://bankinnovation.net/allposts/operations/comp-reg/smb-lender-ondeck-actively-pursuing-bank-charter/)45:26 – Lendio, another SMB player, acquires Billy, a cloud-accounting app, rebranding it as Sunrise, perhaps offering a ‘light’ alternative to QBO and Xero (https://smallbiztrends.com/2019/07/sunrise-bookkeeping-app.html)47:37 – California wants to increase truth-in-lending protections for small business borrowers (https://www.pymnts.com/loans/2019/california-proposed-business-lending-rules-draw-support/)49:30 – 59 percent of larger firms still haven’t tackled payment automation (https://www.pymnts.com/news/payments-innovation/2019/mastercard-on-tackling-ap-automation-last-mile/)51:24 – Gusto’s Series-D round raises $200 million for East Coast expansion and continued development on its Flexible Pay feature (https://techcrunch.com/2019/07/24/smb-payroll-startup-gusto-raises-200m-series-d-plans-rd-expansion-to-nyc/)Connect with RachelRachel Fisch on Twitter: @FischBooks LinkedIn: Rachel Fisch, CPBGet in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherO...
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Jul 31, 2019 • 22min

SNH19: Mayumi Young, Social Innovator and Founder of CPA MOMS®

SponsorsLivePlan: http://cloudaccountingpodcast.promo/liveplan HalonTax: http://cloudaccountingpodcast.promo/halontaxTOA Global: http://cloudaccountingpodcast.promo/toaglobalShow Notes00:56 – Welcome to The Cloud Accounting Podcast01:06 – David's at Scaling New Heights01:38 – Mayumi talks about life before CPA MOMS®03:13 – Why CPA MOMS® wants to be the “eHarmony” of the accounting world05:45 – How CPA MOMS® helps its mompreneurs – the CPA Moms – provide top-level service to entrepreneurs08:25 – Why CPA MOMS® is the perfect fit for military spouses and other remote or virtual service providers09:44 – Thanks to our sponsor, Halon Tax, you can provide a little peace of mind to your small business clients! 11:11 – How gender, and location affect pricing for CPA services. 12:42 – Mayumi explains why accountants and bookkeepers are becoming the bookends of technology. 15:15 – What is Society 5.0 and how will it make our lives better? 16:52 – Comparing Society 5.0 and the Information Age – which one wins? 18:38 – When will we see CPA DADS? 19:39 – Visit the CPA MOMS® to learn more about the company, find a wealth of resources, and discover your CPA pathwayConnect with Mayumi@MayumiYoung on Twitter https://twitter.com/MayumiYoungMayumi Young, CPA https://www.linkedin.com/in/mayumiyoung/Connect with CPA MOMS®CPA MOMS® Website https://cpa-moms.com/CPA MOMS® on Facebook https://www.facebook.com/cpamomsCPA MOMS® on Twitter https://twitter.com/cpamomsGet in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.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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Jul 25, 2019 • 35min

News Update with Marie Phillips, CPA and Jennie Taber, CPA at the Accounting & Finance Show LA

This episode was recorded live at the Accounting & Finance Show LA at the Los Angeles Convention Center on July 24, 2019.SponsorAccounting & Finance Show LA: http://cloudaccountingpodcast.promo/accountingshowla Show Notes 02:31 — QuickBooks Cloud Hosting Firm iNSYNQ Hit in Ransomware Attack — Krebs on Security (https://krebsonsecurity.com/2019/07/quickbooks-cloud-hosting-firm-insynq-hit-in-ransomware-attack/)09:50 — Trump’s Tax Law Threatened TurboTax’s Profits. So the Company Started Charging the Disabled, the Unemployed and Students. — ProPublica (https://www.propublica.org/article/trump-tax-law-threatened-turbotax-profits-started-charging-disabled-unemployed-and-students)13:42 — SURVEY: 60% of Firms Employ Remote Access Tools (https://cpatrendlines.com/2019/07/14/survey-60-of-firms-employ-remote-access-tools/)16:22 — About Marie Phillips, CPA (https://www.linkedin.com/in/phillipsmarie/)19:28 — Here's where you can have a 4-day work week. Is this the next big thing? (https://www.usatoday.com/story/money/2019/07/17/jobs-4-day-work-week-next-bif-thing/1748695001/)24:58 — The problem(s) with timesheets32:00 — About Jennie Taber, CPA: (https://www.linkedin.com/in/jennie-taber-cpa-778408120/)Connect with Marie Marie Phillips, CPA: https://www.linkedin.com/in/phillipsmarie/Gursey | Schneider LLP: https://www.gursey.com/Connect with Jennie Jennie Taber, CPA: https://www.linkedin.com/in/jennie-taber-cpa-778408120/Armanino LLP: https://www.armaninollp.com/Get in Touch Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.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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Jul 20, 2019 • 19min

#Xerocon San Diego: Ben Richmond, VP of Business Growth at Xero

SponsorsTOA Global: http://cloudaccountingpodcast.promo/toaglobalLivePlan: http://cloudaccountingpodcast.promo/liveplanHalon Tax: http://cloudaccountingpodcast.promo/halontaxShow Notes1:20 - Ben’s view of advisory and where it fits in with compliance4:36 - What is Ben’s biggest challenge in his role as VP of Business Growth in the Americas?5:53 - The importance of book-to-tax workflow8:23 - Ben’s background (how he got to be where he’s at)10:28 - The problem with going too far into the future with sessions at conferences (thought leaders are scaring firms about blockchain when hardly anybody is using it yet)12:38 - The biggest barrier to innovation for large accounting firms in the United States15:10 - What if accountants just focused on their processes?Connect with BenLinkedIn: https://www.linkedin.com/in/ben-richmond-ca-b8794220/Twitter: https://twitter.com/benrichmond1 Email: Ben.Richmond@Xero.com LinksDeloitte's 2019 Global Blockchain Survey: (https://www2.deloitte.com/content/dam/insights/us/articles/2019-global-blockchain-survey/DI_2019-global-blockchain-survey.pdf)Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastGet in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

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