Cloud Accounting Podcast

Blake and David chat with Sabrina Parsons, CEO of LivePlan, and Kathy Gregory, LivePlan's Director of Strategic Development at Xerocon 2019 in San Diego. They cover a range of issues from advisory and strategic planning to leveraging AI to build a better practice. Discover key LivePlan features and solutions for small business owners, accountants and bookkeepers. Don't miss LivePlan's Client Advisory Services Bootcamp slated for th... Read more

A dentist (and former Survivor contestant) made the evening news in Orlando after his QuickBooks file was targeted by hackers. Plus: Blake and David get political, updates on TurboTax and QuickBooks Live, LinkedIn's new features that should help accountants get more clients, a new instant payments platform planned by the Federal Reserve, why accounting firms just aren't that into instant messaging, how AI and automation will affect... Read more

Blake sits down with Shawn Kanungo, at Xerocon San Diego 2019 after his keynote, to discuss all things experimentation, disruption, innovation, storytelling, and where the accounting industry is headed, especially if firms can’t let go of their nostalgia and embrace cloud!

Blake and David celebrate their 100th episode of The Cloud Accounting Podcast with guest Rachel Fisch by discussing the ongoing iNSYNQ ransomware debacle, the challenges of using AI to perform audits, where to find top accounting talent, how OnDeck aims to become a bank, and even more of the latest news in the accounting and bookkeeping world.

David meets up with Mayumi Young, Founder and CEO of CPA MOMS®, at Scaling New Heights 2019 to talk time, technology, and how Society 5.0 will take over where the Information Age left off. In addition to her extensive CPA career, Young is a social innovator and entrepreneur, who has founded a social-enterprise incubator, Inspire Innovation Company, and as well as other companies that focus on different aspects of the financial side... Read more

Los Angeles CPAs Marie and Jennie join the podcast at the #AccountingShowLA to discuss the iNSYNQ QuickBooks hosting ransomware attack, how Trump’s tax law threatened TurboTax’s profits (and how Intuit fought back), the sad statistic that only 60% of accounting firms use remote access tools, why the 4-day workweek could be the next big thing, and the problem(s) with timesheets

Los Angeles CPAs Marie and Jennie join the podcast at the #AccountingShowLA to discuss the iNSYNQ QuickBooks hosting ransomware attack, how Trump’s tax law threatened TurboTax’s profits (and how Intuit fought back), the sad statistic that only 60% of accounting firms use remote access tools, why the 4-day workweek could be the next big thing, and the problem(s) with timesheets

Ben Richmond joins Blake and David to talk advisory, compliance, and innovation in this interview recorded live at Xerocon in San Diego in June 2019.

This week, Blake and David explore how the forces of low unemployment, outsourcing, and automation work to balance each other out in a time of rapid change. Amazon, a pioneer in automation, apparently thinks it will still need humans, at least in the near future. The tech giant has announced a massive effort to retrain a third of its 300,000 employees in the United States by 2025. Meanwhile, Robinhood moved a bit too fast, Bill.com... Read more

David sits down at Scaling New Heights with Jina Etienne, CPA, CGMA, and Director of Diversity & Inclusion at Grant Thornton LLP. In her role, Jina is responsible for developing and implementing Grant Thornton's firm-wide D&I strategy. She shares GT's approach to diversity, why firms need to approach diversity holistically, as well as tips for smaller firms seeking to benefit from greater diversity in their ranks.

Blake and David discuss the latest cloud accounting news, including a California law that means chatbots have to disclose they’re not human, a survey showing that 73% think it's OK to text clients after business hours, Walmart's recent layoffs of hundreds of accountants in Charlotte, an MYOB glitch that sent personal payroll information to the wrong recipients, the no. 1 challenge blocking controllership transformation, stats showi... Read more

Jason joins Blake at AICPA ENGAGE in Las Vegas to chat about niching in the dental industry (and now craft beer industry), whether or not it's possible to train accountants to do advisory, working with remote clients, why Jason isn't afraid of copycats, how to properly grow a presence in your niche, his tech stack and takeaways from the conference.

Blake sits down with Rachel, Byron, and Liz to discuss the top threats facing the accounting profession, the best opportunities for CPAs as robots take over lower level tasks, the SEC's lawsuit against Kik, which is accused of conducting a $100 million unregistered ICO, and Tom Maxwell's question on Twitter, "Do you send text messages to your clients?"

David snagged an exclusive interview with Lori and Ollie, the co-hosts of the Desktop Accounting Podcast, the #1 podcast in the world for accountants and bookkeepers who are happy with their on-premises accounting solutions and have no interest in moving to the cloud.

A lover of all things technology, Nayo lives by the motto “Dance like no one is watching”. This EA, MBA, mother, wife, and proud dog owner is a resident of Baltimore, Md. – a city she’s lived in for more than half her life. Nayo joined Blake and David for an interview recorded at the second annual Accounting Salon conference in in New Orleans in May 2019. Learn about what motivated Nayo to start her own tax practice, the challenge... Read more

Blake and David get caught up on all the news that slipped by during AICPA Engage, Scaling New Heights and Xerocon, plus David's got some new intel on QuickBooks Live. Facebook announced a new cryptocurrency, B2B IPOs are triggering investor zeal, a disappointing percentage of firms are taking advantage of videoconferencing tech, we have a couple of podcast recommendations, the CMA is growing like crazy, Pilot plans to bring 450 jo... Read more

Tony Ward, just one month into his new gig running Xero for the United States and Canada, drops by the mobile podcast recording studio for an interview at Xerocon in San Diego. We ask Tony about Xero's plans for San Francisco, how Xero plans to crack open the U.S. market, where Xero fits in to the new world of "Software Plus a Service," the significance of the new Xero and PwC partnership, the outlook for small firms, and more.

David caught up at the Scaling New Heights conference in Salt Lake City with Rich Preece, Senior VP and US Country GM for Intuit QuickBooks. Rich talks about the genesis of QuickBooks Live (which at the time of this interview was only two weeks old), how ProAdvisors will be impacted by the new program, the importance of TurboTax Live in the decision to launch QB Live, who will "own" the client, plans for growth, how customer demand... Read more

Blake and David are reunited again in San Diego at the end of Day 1 of Xerocon! David wonders if accountants and bookkeepers are getting fed up with "fetching," and Blake shares the biggest news stories from Xerocon so far, including Xero Tax Mapper as well as partnerships with Stripe and PwC.