The Accounting Podcast

Latest Episodes:

Best Metrics for Property Management and Development (from the Best Metrics Podcast) Aug 09, 2024

Show notes

Earmark Media Presents a bonus episode of Best Metrics:

In this episode, host Glenn Dunlap is joined by Kenya Brooks, a partner at Saville CPAs and Advisors, to discuss the unique challenges and opportunities in property management and development accounting. They explore key metrics to monitor financial statements, the impact of economic trends on the real estate industry, and strategies for navigating client relationships during both prosperous and challenging times. Kenya also shares valuable insights from her 25 years of accounting expertise and her experience growing Saville's client accounting services practice.

Learn more about Best Metrics:
https://bestmetrics.show/

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Will California Be First to Deconstruct the 150 Hour Rule? Aug 08, 2024

Show notes

Blake and David, joined by guest Amber Setter, dive into the California Board of Accountancy's move to create legislation for an alternative to the 150-hour rule for CPA licensure. They discuss the potential impact on the accounting profession, the need for modernization, and the challenges faced by aspiring CPAs. The conversation also touches on various industry updates, including firm mergers, government accounting practices, and the role of AI in the profession.

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Chapters

(00:43) - California Board of Accountancy's New Legislation
(04:24) - California Survey Results and Implications
(06:25) - Challenges and Opportunities in CPA Licensure
(08:09) - California's Legislative Efforts and Broader Impacts
(10:16) - AICPA's Response and Pipeline Issues
(16:36) - Thank You to Our Sponsor, LiveFlow
(18:23) - Major Accounting Firm Merger: CBiz and Marcum
(22:26) - Pentagon's Ukraine Accounting Error
(25:17) - Intuit's Blog Post on AI Use During Tax Season
(27:10) - AI Innovations in Tax Compliance and Document Collection
(31:22) - Promoting Accounting as a Career
(35:17) - Thank You to Our Sponsor, Lendflow
(39:50) - The Appeal of Early Retirement in Accounting
(41:02) - Promoting Government Accounting Jobs
(42:21) - Listener Mail: Critiques and Suggestions
(44:56) - Career Advice for Aspiring Accountants
(45:59) - Thank You to Our Sponsor, The Ambitious Bookkeeper
(47:40) - The Value of Practical Accounting Education
(50:09) - The CGMA Designation
(56:22) - Thank You to Our Sponsor, Practice Protect
(58:04) - Government Budgeting and Lost Funds
(01:01:57) - The Future of the CPA Profession
(01:07:04) - Outsourcing and Final Thoughts

Show Notes

CBA Meeting Recap – July 25 & 26, 2024

https://www.youtube.com/watch?v=jwrHaReBrIY

Marcum to be Acquired by CBIZ

https://www.latimes.com/b2bpublishing/business-announcements/story/2024-08-01/marcum-to-be-acquired-by-cbiz

Pentagon finds another $2 billion of accounting errors for Ukraine aid

https://www.reuters.com/world/us/pentagon-finds-another-2-billion-accounting-errors-ukraine-aid-2024-07-25/

How Intuit transformed tax filing experiences for millions of consumers with AI/GenAI this tax season

https://www.intuit.com/blog/innovative-thinking/tech-innovation/how-intuit-transformed-tax-filing-experiences/

Avalara Adds Generative Chat to Bolster Support and Product Experiences for Customers and Partners

https://newsroom.avalara.com/2024-08-01-Avalara-Adds-Generative-Chat-to-Bolster-Support-and-Product-Experiences-for-Customers-and-Partners

‘I walked away from my $170K job’: This accountant quit at 41 to live off dividends from his $1.25 million portfolio — here's what it would take for you to do the same

https://moneywise.com/investing/stocks/accountant-quit-live-off-dividends-portfolio

Chartered Accountants - The Accountants - 45" Video

https://www.youtube.com/watch?v=hma6ce-KT3I

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Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

What I Did On My Summer Vacation Aug 01, 2024

Show notes

Blake and David examine Blake's month-long working vacation in Southern California, and talk benefits of remote work for accountants. They also explore recent surveys on accounting firm satisfaction and the use of AI in tax practices and then delve into the ongoing accountant shortage, its impact on internal controls, and the challenges of recruiting new talent to the profession. Additionally, there's talk about the persistence of paper checks in certain industries and the evolving landscape of accounting firm partnerships.

Sponsors
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Zoho - http://accountingpodcast.promo/zoho
Lendflow - http://accountingpodcast.promo/lendflow
Genwise - http://accountingpodcast.promo/genwise

Chapters

(01:14) - How Blake Made His Summer Vacation in Southern California Possible
(12:26) - Accountants Are Number 2 Happiest Workers
(17:47) - Equity vs Non-Equity Partners at Firms
(20:16) - Private Equity in Accounting Firms
(24:19) - Thank You to Our Sponsor, LiveFlow
(25:38) - Engaging the Next Generation of Accountants
(28:34) - The Accountant Shortage and Its Impact on Capital Markets
(31:43) - The Persistence of Paper Checks in a Digital World
(33:23) - Generative AI in Tax Preparation: A Divided Opinion
(35:44) - AI's Role in Accounting and the Future of the Profession
(40:48) - Thank You to Our Sponsor, Zoho
(44:31) - Thank You to Our Sponsor, Lendflow
(47:18) - Listener Mail: The Big Four Experience Debate
(50:39) - Thank You to Our Sponsor, GenWise
(52:11) - Final Thoughts and Announcements

Show Notes

Accountants Among the Happiest Workers in the U.S., New Study Finds

https://www.cpapracticeadvisor.com/2024/07/22/accountants-among-the-happiest-workers-in-the-u-s-study-finds/108298/

Number of the Day: $839,687

https://www.cpapracticeadvisor.com/2024/07/22/number-of-the-day-839687/108273/

New York State Society of CPAs

https://www.nysscpa.org/

The Accountant Shortage Highlights How Critical Accounting Is to Capital Markets | Smith School
https://www.rhsmith.umd.edu/research/accountant-shortage-highlights-how-critical-accounting-capital-markets

Why Paper Checks Refuse to Die - The New York Times
https://www.nytimes.com/2024/07/24/business/paper-check-payment-fraud-scam.html

Tax practitioners both excited and concerned about gen AI says Thomson Reuters | Accounting Today
https://www.accountingtoday.com/news/tax-practitioners-both-excited-and-concerned-about-gen-ai-says-thomson-reuters

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Need Accounting Conference Info?

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Why Trump's Plan To Raise Tariffs Will Backfire Jul 25, 2024

Show notes

Blake and David Leary dive into several hot topics in the accounting world including the IRS's renewed focus on enforcement, targeting high-income individuals and non-filers, as well as the push to regulate non-credentialed tax preparers. They also explore the ongoing US CPA shortage and discuss potential solutions, including changes to education and recruitment strategies. Moving on, there's talk about emerging threats to traditional accounting software from industry-specific solutions like Clio's new accounting package for law firms. All this and more, right here, right now!

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Zoho - http://accountingpodcast.promo/zoho
Makers Hub - http://accountingpodcast.promo/makershub
Lendflow - http://accountingpodcast.promo/lendflow

Chapters

(01:00) - Global IT Outage Chaos
(02:48) - Guess the Company Game
(05:04) - Accounting Salaries and Compensation
(14:47) - PwC Cutting Chinese Partners Pay by 50%
(16:24) - Relay: The Ultimate Banking Solution
(18:50) - Payday Advance Apps Under Scrutiny
(21:40) - Trump's Tax Plan and Tariffs
(29:03) - Community Engagement and Election 2024
(29:48) - Zoho Practice Management Overview
(31:34) - IRS Enforcement and Tax Resolution Opportunities
(39:40) - Regulating Non-Credentialed Tax Preparers
(43:09) - Corporate Tax Rates and Economic Impact
(48:49) - Thank you to MakersHub
(50:45) - Clio Accounting and Legal Software Innovations
(53:41) - Addressing the Accountant Shortage
(01:01:15) - Thanks for Listening and Remember to Earn Your Free CPE

Show Notes

July 19, 2024, global tech outage news

https://www.cnn.com/business/live-news/global-outage-intl-hnk/index.html

AICPA & CIMA Achieves Global Recognition as a Great Place To Work

https://www.aicpa-cima.com/news/article/aicpa-and-cima-achieves-global-recognition-as-a-great-place-to-work

Just How Much Have Accounting Salaries Increased in the Last Five Years?

https://www.goingconcern.com/just-how-much-have-accounting-salaries-increased-in-the-last-five-years/

You Need to Make Six Figures to Buy a Home in Almost Half of the U.S.

https://www.cpapracticeadvisor.com/2024/04/04/you-need-to-make-six-figures-to-buy-a-house-in-almost-half-of-america/103541/

Number of the Day: $5.7 Billion - CPA Practice Advisor

https://www.cpapracticeadvisor.com/2024/06/24/number-of-the-day-5-7-billion/107099/

I.R.S. Crackdown on Delinquent Millionaires Yields $1 Billion - The New York Times

https://www.nytimes.com/2024/07/11/business/irs-crackdown-wealthy-taxpayers.html

The IRS Tidal Wave Is Here - CPA Trendlines

https://cpatrendlines.com/2024/07/07/the-irs-tidal-wave-is-here/

Tax pros: IRS improving, but getting the right answer takes too long

https://www.journalofaccountancy.com/news/2024/jul/tax-pros-irs-improving-but-getting-right-answer-takes-too-long.html

IRS advisory committee recommends regulating tax preparers | Accounting Today

https://www.accountingtoday.com/news/irs-advisory-committee-recommends-regulating-tax-preparers

Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake - WSJ

https://www.wsj.com/politics/policy/corporate-tax-rate-election-53de5180?st=o43aay9xscjk9wt

Ohio's shortage of certified accountants is part of a national trend

https://www.10tv.com/article/news/local/ohio-shortage-of-cpas-part-of-national-trend/530-172bf0d5-0f6a-4037-817f-2a6ae4e12dbf

Accountants sound the alarm over high-income residents leaving Massachusetts – New Bedford Guide

https://www.newbedfordguide.com/accountants-sound-the-alarm-over-high-income-residents-leaving-massachusetts/2024/06/20

Trump floats tariff hikes to offset income tax cuts

https://www.accountingtoday.com/articles/trump-floats-tariff-hikes-to-offset-income-tax-cuts

The Accountant Shortage Highlights How Critical Accounting Is to Capital Markets | Smith School

https://www.rhsmith.umd.edu/research/accountant-shortage-highlights-how-critical-accounting-capital-markets

#stitch with @Shanna Morris | accounting major | TikTok

https://www.tiktok.com/@nycoleemccrary/video/7361440633531174186?_r=1&_t=8m1nZEORWQh

Best Song Ever???

https://www.tiktok.com/@thesavbananas/video/7366410624856837422?lang=en

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Intuit's Shift to AI Failed on Day One Jul 16, 2024

Show notes

In light of recent events, Blake and David examine assassination attempts on US presidents, providing historical context. They move on to Intuit's recent layoffs, critiquing the company's communication strategy and exploring potential AI improvements for such announcements, and then shift to the Synapse bankruptcy, its impact on fintech users, and evolving regulatory scrutiny. Finally, Blake and David dig into AICPA CEO Barry Melancon's defense of the 150-hour CPA requirement, questioning its effectiveness and impact on the accounting profession.

Sponsors
OnPay - http://accountingpodcast.promo/onpay
RightRev - http://accountingpodcast.promo/rightrev
MakersHub - http://accountingpodcast.promo/makershub
Lendflow - http://accountingpodcast.promo/lendflow

Chapters

(01:12) - Assassination Attempt on President Trump
(01:42) - Historical Context of Presidential Assassinations
(06:15) - Intuit Layoffs and AI Transition
(10:57) - Analyzing Intuit's Communication Strategy
(21:18) - Listener Mail and CPA Exam Tips
(27:28) - Intuit's Overtime Wage Issue
(30:25) - CPA Licensure Flexibility
(31:39) - Ohio's Alternative Pathway to CPA
(33:41) - Listener Mailbag: Emma's Dilemma
(40:06) - Listener Mailbag: Walda's Insight
(45:22) - Synapse Bankruptcy Update
(52:42) - Barry Melancon's Retirement and Legacy
(01:03:32) - Join the Earmark Community

Show Notes

Intuit Marketing in the UK pays for commercial/short film of human like talking dogs burying invoices/bills
https://directorslibrary.com/07/2024/latest/campaigns/dogs-intuit-quickbooks/
Bookkeeping Firm Digits Buys Accounting Platform Basis Finance
https://www.pymnts.com/acquisitions/2024/bookkeeping-firm-digits-buys-accounting-platform-basis-finance/

Assassination attempts on US presidents:
https://www.perplexity.ai/search/how-many-assassination-attempt-nb5YvFGbShm0oSRKqi3Ukw

Synapse’s collapse has frozen nearly $160M from fintech users — here’s how it happened
https://techcrunch.com/2024/07/14/synapses-collapse-has-frozen-nearly-160m-from-fintech-users-heres-how-it-happened/

Evolve Bank & Trust Statement on Synapse Bankruptcy
https://www.getevolved.com/about/news/evolve-bank-trust-statement-on-synapse-bankruptcy/

Banking With Third-Party Apps

https://www.fdic.gov/resources/consumers/consumer-news/2024-06.html

Fintech nightmare: ‘I have nearly $38,000 tied up’ after Synapse bankruptcy

https://www.cnbc.com/2024/05/22/synapse-bankruptcy-customer-funds.html

AT Think Ask what you can do for your profession
https://www.accountingtoday.com/opinion/ask-what-you-can-do-for-the-accounting-profession

Accounting Leader Calls for CPA Training to Evolve
https://news.bloombergtax.com/financial-accounting/accounting-leader-calls-for-cpa-training-to-evolve-podcast

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Need Accounting Conference Info?

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Death, Taxes, and AI Jul 09, 2024

Show notes

Today, Blake and David explore how artificial intelligence is reshaping accounting, discussing its potential to handle 70% of information-based tasks and impact workflows like data collection, reconciliation, and client services. They criticize the current theoretical approach to accounting education, advocating for more practical, hands-on learning experiences. They also dig into the ongoing 150-hour rule debate, examining recent state board initiatives for alternative CPA pathways and concerns about the accounting talent pipeline. Blake and David tackle the recent Evolve cybersecurity breach and its implications for fintech companies and move on to listener feedback and questions.

Sponsors
LiveFlow - http://accountingpodcast.promo/liveflow
Relay - http://accountingpodcast.promo/relay
MakersHub - http://accountingpodcast.promo/makershub
Genwise - http://accountingpodcast.promo/genwise

Chapters

(02:40) - Vacation Plans and Quiet Vacationing
(07:20) - Generative AI in Accounting
(10:12) - Challenges and Opportunities in AI Adoption
(16:59) - CPA Firm Dynamics and Partner Retirement
(25:45) - Survey Insights and Alternative Pathways to CPA
(29:52) - Arkansaw State Board of Accountancy Pursuing Alternative Pathways to CPA
(31:06) - Blake and David Look at the California CPA License Survey
(34:16) - Addressing Concerns About CPA Mobility
(34:57) - Survey Reflections and Critique
(38:02) - Listener Mail: Nebraska's CPA Changes
(39:19) - The Practicality of Accounting Education
(54:47) - Evolve Bank Cyber Attack
(01:00:44) - Closing Thoughts and 4th of July Message

Show Notes

Millennials call it ‘quiet vacationing,’ but it’s really remote work gone wrong—and it’s CEOs’ worst nightmare

https://fortune.com/2024/05/23/quiet-vacation-millennials-gen-z-harris-poll-remote-work

Death, Taxes, and AI: How Generative AI Will Change Accounting

https://a16z.com/generative-ai-in-accounting/

Tech lag named top risk for accountants in 2024 Intuit QuickBooks survey

https://quickbooks.intuit.com/r/news/accountant-tech-survey-results/

Finding Qualified Staff Is the Top Issue Facing Most CPA Firms In 2024

https://www.cpapracticeadvisor.com/2024/06/07/finding-qualified-staff-is-the-top-issue-facing-most-cpa-firms-in-2024/106519/

Help! A Partner Wants to Retire Early

https://cpatrendlines.com/2024/04/24/help-a-partner-wants-to-retire-really-early/

Arkansas State Board of Public Accountancy – Proposed Rule Changes

https://www.labor.arkansas.gov/licensing/state-board-of-public-accountancy/proposed-rule-changes/

California Board of Accountancy

https://www.dca.ca.gov/cba/

California Board of Accountancy’s LinkedIn Post on CPA Next Survey

https://www.linkedin.com/posts/cbanews_we-want-to-hear-from-you-this-weekend-is-activity-7212584294232285184-25sa

CPA Candidates Approved To Sit At 120 Hours Starting 1/1/2025

https://nebraska-cpa.thenewslinkgroup.org/cpa-candidates-approved-to-sit-at-120-hours-starting-1-1-2025/

Evolve Hit With Fed Enforcement Action, But Why Did It Take This Long?

https://substack.com/home/post/p-145886596

Cybersecurity Incident

https://www.getevolved.com/about/news/cybersecurity-incident/

Yieldstreet says some of its customers were affected by the Evolve Bank data breach

https://techcrunch.com/2024/07/02/yieldstreet-says-some-of-its-customers-were-affected-by-the-evolve-bank-data-breach/

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Need Accounting Conference Info?

Check out our new website - accountingconferences.com

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TeePublic Store: http://cloudacctpod.link/merch

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Pig Butchering & Mouse Jiggling Jul 02, 2024

Show notes

Blake and David explore the intersection of AI, remote work, and accounting technology. They take a look at the phenomenon of "mouse jiggling," examine various AI tools reshaping the accounting industry, and analyze a survey showing widespread adoption of AI in the workplace. There's also a review of different AI chatbots, highlights on new AI-powered accounting startups, and a brief look at the U.S. government's online passport renewal system. This wide-ranging conversation offers valuable insights into the evolving landscape of work and technology in the digital age.

Sponsors
LiveFlow - http://accountingpodcast.promo/liveflow
RightRev - http://accountingpodcast.promo/rightrev
Makers Hub - http://accountingpodcast.promo/makershub
Genwise - http://accountingpodcast.promo/genwise

Chapters

(01:14) - Mouse Jiggling Scandal at Wells Fargo
(05:03) - Pig Butchering Scams and Synapse Bankruptcy
(08:55) - Return to Office Mandates and Employee Turnover
(11:16) - AI Tools in Accounting: Zapier Central Demo
(16:39) - Impact of AI on Freelance Jobs
(20:10) - Private Equity and Audit Board Acquisition
(22:43) - AI Co-Pilot for Accounting Firms: Materia Raises $6.3 Million
(26:42) - Technology Maturity and Firm Revenue
(31:25) - AI Adoption in the Workplace
(33:30) - AI Tools Revolutionizing Financial Reporting
(35:57) - The Rise of Chatbots: A Wall Street Journal Analysis
(37:23) - Comparing Chatbot Performance Across Different Tasks
(45:28) - The Future of AI in Accounting Firms
(54:57) - Innovations in Government Services
(57:23) - Wrap-Up and Announcements

Show Notes

Meet Zapier Central's Chrome extension: Work with your personal AI bots anywhere

https://zapier.com/blog/zapier-central-chrome-extension/

The Great AI Challenge: We Test Five Top Bots on Useful, Everyday Skills

https://www.wsj.com/tech/personal-tech/ai-chatbots-chatgpt-gemini-copilot-perplexity-claude-f9e40d26

Numeric secures $10m in Seed funding to revolutionise accounting automation

https://fintech.global/2024/05/08/numeric-secures-10m-in-seed-funding-to-revolutionise-accounting-automation/

Finaloop secures $35 Million in Series A

https://www.finextra.com/pressarticle/101198/finaloop-secures-35-million-in-series-a

June 2024 Update: Beta Release of an Online Passport Renewal System

https://travel.state.gov/content/travel/en/passports/have-passport/renew-online.html

California Board of Accountancy CPANext Survey

https://www.linkedin.com/posts/cbanews_we-want-to-hear-from-you-this-weekend-is-activity-7212584294232285184-25sa

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Sponsorships

Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

Need Accounting Conference Info?

Check out our new website - accountingconferences.com

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TeePublic Store: http://cloudacctpod.link/merch

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Transcripts

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Outsourcing 101 for Accounting Firms with Kwame Agyei Jul 01, 2024

Show notes

Kwame Agyei, founder and CEO of Appoynt, joins Blake and David to discuss the benefits of outsourcing specific business functions like accounts receivable management. Kwame shares his unique journey from accountant to entrepreneur and offers practical advice on effectively leveraging virtual assistants while addressing common concerns around security and building trust.
Meet Our Guest, Kwame Agyei

LinkedIn: https://www.linkedin.com/in/kwame-agyei-b3ab1333/

Learn more about Appoynt

Website: http://www.appoynt.co.uk/

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Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

Need Accounting Conference Info?

Check out our new website - accountingconferences.com

Limited edition shirts, stickers, and other necessities

TeePublic Store: http://cloudacctpod.link/merch

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What CFOs Are Thinking: AI, Talent Crisis, Gen Z, and More Jun 26, 2024

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Adam Zaki of CFO.com joins Blake and David to explore the trends reshaping the industry, from AI to the talent shortage. They dive into the murky waters of corporate financial controls and audit practices. They also examine what makes a truly effective CFO in today's dynamic business environment and why authenticity might be the most valuable trait in a leader's toolkit. Get an insider's perspective on the 150-hour CPA licensing requirement and hear ideas for reform that could revolutionize the profession.

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