The Accounting Podcast

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Do bookkeepers have more to offer? Aug 30, 2019

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Sign 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 Notes

00:22 – 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-Gray
07:57 – The reviews are in! David and Blake run down some more reviews of the show from iTunes and Podchaser
10:37 – Intuit’s ecosystem, and revenue continue to grow, according to their latest earnings report | Intuit
13:20 – 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 Blog
15:32 – 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 Wire
18:07 – Cash – more than $6 billion of it - is still king in some of Uber’s global locations | MarketWatch
21:31 – Strategic move or smokescreen? UPS eliminates 60+ accounting jobs in Texas | The Dallas Morning News
24:13 – Tax preparers who don’t raise their rates are leaving a load of money on the table | Accounting Today
26:15 -- 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 Advisor
27:55 – 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 | LinkedIn
30:53 – 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 solution
32:55 – A Work-from-Anywhere strategy benefits both companies and their employees | Harvard Business Review
34:43 – Can help desk software help accounting firms help their customers? | Future Firm
37:19 If you’re not into more software, Blake, David, and Meghan share some other strategies for tackling customer service
39:00 – Bookkeepers, who’s really your client? Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEB

Connect with Meghan Blair-Valero

Twitter: https://twitter.com/FoggedInbooks
LinkedIn: https://www.linkedin.com/in/meghan-blair-valero-6825b11b/

Get in Touch

Thanks 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.

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#Xerocon San Diego: What the heck is advisory anyway? Aug 27, 2019

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Halon Tax: http://cloudaccountingpodcast.promo/halontax
TOA Global: http://cloudaccountingpodcast.promo/toaglobal
LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp

Show Notes

We asked the question - What is Advisory? See the responses below in the transcript!

Connect with Some Respondents!

Melissa Mullett - Veem | LinkedIn
Patti Scharf - Catching Clouds | Website
Wayne Schmidt - TOA Global | Twitter
Brooks Wheatley - System Six Bookkeeping | Website
Nury Saenz - H&R Block Franchise Owner | LinkedIn
Aaron Berson - VRTL | LinkedIn
Elliott Brown - OnPay | LinkedIn
Christine Walsh - Walsh Accounting Solutions, LLC | LinkedIn
Liz Farr - Farr Communications | LinkedIn
Andy Burner - Xero | LinkedIn
Stephanie Holt - Cloud Accounting & Consulting, Inc | LinkedIn
Scott Scharf - Catch Clouds | Website
Chris Rogers - BookWerks | Website
Gonzalo Alvarez de Toledo - Contabi Alliance | Website
Jay Kimelman - The Digital CPA | Website
Joel Lacayo - ATAX | LinkedIn
Matt Donaldson - Rippling | LinkedIn
Guy Pearson - Practice Ignition | Twitter | Website | LinkedIn
Brooke Roberts - ProfitSee | Website | LinkedIn
Jose Zavala - ZTX Advisors | Website | LinkedIn
Thomas Casey - Xero | LinkedIn
Sasha Hryciuk - Loft47 | Website | LinkedIn
Tracy Simmons - Loft47 | LinkedIn
Dan Shively - Spotlight Reporting | Website | LinkedIn
Dan Young - Xero | LinkedIn
Kelly Bistriceanu - CollBox | LinkedIn
Jeff Phillips - Accountingfly | LinkedIn
Jason Staats - Brenner, LLP | Website | LinkedIn
Brian Hershman - Buck Stops Here Accounting | Website | LinkedIn
Ranica Arrowsmith - Accounting Today | Website | Twitter

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#Xerocon San Diego: The Jamies of Hubdoc (acquired by Xero) Aug 26, 2019

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LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp
Halon Tax: http://cloudaccountingpodcast.promo/halontax
TOA Global: http://cloudaccountingpodcast.promo/toaglobal

Show Notes

00:57 – Meet one of the Two Jamies - Jamie McDonald, Executive GM, Product, Accounting and Global Services at Xero
01:44 – Jamie M talks career, and his new promotion
02:45 – 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 headaches
07:31 – 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 alternative
16:15 – 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 McDonald

LinkedIn: https://www.linkedin.com/in/jamiemcdonald/
Twitter: https://twitter.com/jamiemcdonald

Connect with Jamie Shulman

LinkedIn: https://www.linkedin.com/in/jamieshulman/
Twitter: https://twitter.com/JamieShulman

Get in Touch

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What price ethics? Auditors stand to lose earnings in exchange for integrity Aug 19, 2019

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BQE CORE - http://cloudaccountingpodcast.promo/core
Rewind.io - http://cloudaccountingpodcast.promo/rewind

Show Notes

01:25 – Happy Birthday, Blake!
03:26 – David takes QuickBooks Online Accountant for a spin the real world
05:30 – 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 integration
12:04 – 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 Verge
27:14 – 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 Accountancy
30:29 – 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 | LinkedIn

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Dear AICPA! I Wrote Your Concession Letter Aug 15, 2019

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BQE CORE - http://cloudaccountingpodcast.promo/core
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Show Notes

01:38 – Welcome Ben Wann, CMA, CPA, and MBA to the show!
02:39 – Notable industry departures:
- Matt Rissell exits TSheets amidst some corporate remodeling | BoiseDev
- Jennifer Warawa parts ways with Sage and the accounting industry | Accounting Today
- Blake Oliver departs FloQast | LinkedIn
07:46 – 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 regular
11:08 – VC fundraising activity:
- FreshBooks raises "most significant investment so far" from JPMorgan Chase | BetaKit
- ScaleFactor continues to rake in some serious VC coin | Crunchbase
21:05 – 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 both
28:44 – 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 degree
35:50 – 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 landscape
39:00 – 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 Security
47:41 – Armanino goes full crypto – first with a range of blockchain services, and now accepting payment via all forms of cryptocurrency | Armanino, LLP

Connect with Ben

Website: The Numbers Guys
Twitter: @BenWann_CMA
LinkedIn: Ben Wann, CMA, MBA, CPA
Udemy: Ben Wann | Process Improvement Specialist-Accounting/Finance
YouTube: Ben Wann

Get in Touch

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#Xerocon San Diego: LivePlan's Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development Aug 12, 2019

Show notes

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LivePlan: http://cloudaccountingpodcast.promo/lpbootcamp

Show 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 imperative
15:14 – 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 more
25:16 – 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 once

Connect with Sabrina and Kathy

Email: accountants@liveplan.com
Website: LivePlan.com
Twitter - LivePlan: @LivePlanSA
Twitter - Sabrina: @mommyceo
LinkedIn - Sabrina: https://www.linkedin.com/in/sabrinaparsons
Twitter - Kathy: @KathyGregory1
LinkedIn - Kathy: https://www.linkedin.com/in/kathy-gregory-821525112/

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Ransomware attacks continue! Aug 10, 2019

Show notes

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BQE CORE: http://cloudaccountingpodcast.promo/core

Show Notes

00:08 – 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 Hill
02:04 – What it takes to hit the debate stage | NYTimes
04:34 – The ransomware wars go mainstream, when the latest attack on QuickBooks hits "action" news channels, like News 6 in Orlando | ClickOrlando.com
06:49 – Hackers are buying kits designed to specifically target QuickBooks Desktop data files | Healthcare Info Security
07:30 – 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 damage
12:47 – LinkedIn adds some new marketing tools to help small accounting businesses boost their visibility on the platform business | Accounting Today
14:47 – 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 task
16:49 – 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 ProConnect
18:18 – QuickBooks Live finally has a landing page all its own, and they're celebrating by offering a free 30-minute consultation! | Intuit QuickBooks
19:13 – What exactly is QuickBooks Live? Short answer: Uber for bookkeeping
20:48 – Intuit provides an actual demo of the QuickBooks Live service in their new add, narrated by Danny DeVito
22:30 – Blake Oliver - Voiceover talent for hire!
23:56 – Does your firm utilize collab tools that include instant messaging? | CPA Trendlines
26:15 – Google Sheets ups its game with some new tools - Slicers, Scorecard Charts, and themes - to create more effective data visualization | Android Police
28:10 – The Federal Reserve wants to create its own instant-payments system, much to the chagrin of the Big Banks | Politico
29:31 – 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 Business
34:58 – According to a Pew Research Survey, 85 percent of Americans support policies for robot restriction
35:38 – 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 automation
37:59 – 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 counterparts
41:11 – 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 key
43:05 – What do you really think? Give us your issues, your ideas, your suggestions, and even your complaints!

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#Xerocon San Diego: Shawn Kanungo, Disruption Strategist, Founder, and Keynote Speaker Aug 06, 2019

Show notes

Sponsors

Halon Tax: http://cloudaccountingpodcast.promo/halontax
TOA Global: http://cloudaccountingpodcast.promo/toaglobal
LivePlan: http://cloudaccountingpodcast.promo/liveplan

Shownotes

02:25 – Shawn explains the difference between a linear accountant and an exponential accountant
04:24 – Get stuff done! Embracing the gig economy with a Fiverr experiment
05:36 – Shawn shares some career background - from CPA to disruption strategist
07:37 – 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 cold
11:18 – 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 race
14:26 – Blake and Shawn talk about how Xero is breathing some rock-star-level life into the accounting industry
16:31 – 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 marketshare
21:16 – 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 clients
27:12 – 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 risk
32:40 – How can accounting bring its sexy back?
34:11 – Shawn shares some secrets to becoming a great storyteller and public speaker

Connect with Shawn

Website:https://www.shawnkanungo.com/
LinkedIn: https://www.linkedin.com/in/shawnkanungo
Facebook: https://www.facebook.com/shawnkanungo
Twitter: https://twitter.com/shawnkanungo

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.

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Is your QuickBooks secure in the cloud? Four hosting companies ransomwared Aug 01, 2019

Show notes

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Show Notes

02:23 – Blake and David recap the ongoing iNSYNQ ransomware debacle
03:07 – 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 conversation
08:59 – 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 breached
13:36 – Wake-up call to hosting providers (https://www.channele2e.com/news/msp-judgment-day/)
14:14 – Blake's take on the iNSYNQ Situation
15:28 – 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 elements
22:30 – 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 audits
28:15 – 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 Rachel

Rachel Fisch on Twitter: @FischBooks
LinkedIn: Rachel Fisch, CPB

Get in Touch

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O...

SNH19: Mayumi Young, Social Innovator and Founder of CPA MOMS® Jul 31, 2019

Show notes

Sponsors

LivePlan: http://cloudaccountingpodcast.promo/liveplan
HalonTax: http://cloudaccountingpodcast.promo/halontax
TOA Global: http://cloudaccountingpodcast.promo/toaglobal

Show Notes

00:56 – Welcome to The Cloud Accounting Podcast
01:06 – David's at Scaling New Heights
01:38 – Mayumi talks about life before CPA MOMS®
03:13 – Why CPA MOMS® wants to be the “eHarmony” of the accounting world
05:45 – How CPA MOMS® helps its mompreneurs – the CPA Moms – provide top-level service to entrepreneurs
08:25 – Why CPA MOMS® is the perfect fit for military spouses and other remote or virtual service providers
09:44 – 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 pathway