Cloud Accounting Podcast

Cloud Accounting Podcast
The Cloud Accounting Podcast is the #1 accounting and bookkeeping podcast in the world.

Dear AICPA! I Wrote Your Concession Letter
Aug 15 • 50 min
Ben Wann, CMA, MBA, CPA joins our weekly news update to read his “Dear AICPA” letter on the air and discuss the latest accounting happenings, including: notable industry exits by Jennifer Warawa from Sage, Matt Rissell from TSheets, and even our own Blake…
#Xerocon San Diego: LivePlan’s Sabrina Parsons, CEO, and Kathy Gregory, Director of Strategic Development
Aug 12 • 35 min
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…
Ransomware attacks continue!
Aug 10 • 43 min
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…
#Xerocon San Diego: Shawn Kanungo, Disruption Strategist, Founder, and Keynote Speaker
Aug 6 • 39 min
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…
Is your QuickBooks secure in the cloud? Four hosting companies ransomwared
Aug 1 • 54 min
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…
SNH19: Mayumi Young, Social Innovator and Founder of CPA MOMS®
Jul 31 • 21 min
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…
News Update with Marie Phillips, CPA and Jennie Taber, CPA at the Accounting & Finance Show LA
Jul 25 • 35 min
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…
#Xerocon San Diego: Ben Richmond, VP of Business Growth at Xero
Jul 20 • 18 min
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.
Why Amazon — and accounting firms — have no choice but to retrain their workers
Jul 16 • 32 min
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…
SNH19: Jina Etienne, CPA, CGMA, takes a holistic approach to diversity
Jul 15 • 18 min
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…
California requires bot disclosure, texting clients after hours, Walmart lays off hundreds of accountants, and more
Jul 13 • 30 min
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…
AICPA ENGAGE: Jason Deshayes, Accounting Advisory leader at Elliott Davis
Jul 9 • 15 min
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,…
AICPA ENGAGE: Liz Mason, Byron Patrick, & Rachel Fisch
Jul 8 • 31 min
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…
SNH19: Desktop Accounting Podcast
Jul 7 • 10 min
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…
Accounting Salon Interviews: Nayo Carter-Gray of 1st Step Accounting
Jul 3 • 18 min
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…
Your post spring conference season news roundup
Jul 1 • 58 min
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…
#Xerocon: Tony Ward, President of the Americas at Xero
Jun 30 • 18 min
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…
SNH19: Rich Preece of Intuit talks QuickBooks Live and how customer demand is driving industry transformation
Jun 27 • 27 min
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…
#Xerocon San Diego: Xero and Stripe Join Forces
Jun 21 • 22 min
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…
SNH19: Right Networks Challenges QuickBooks Online
Jun 19 • 15 min
David is on the ground in Salt Lake City reporting from the Scaling New Heights conference. He’s got the highlights from the QuickBooks Online keynote, as well as a new “Always On” capability developed by Right Networks, which claims to have made…
Is the CPA Worth it in 2019, 2020, 2021…? Also, H&R Block Acquires Wave and Xero Appoints Jamie McDonald to Lead Accounting & Global Services
Jun 16 • 48 min
Blake is back from the annual AICPA Engage conference with lots of questions about the future value of the CPA. Meanwhile, H&R Block announced that they are acquiring Wave Financial, a provider of accounting software to millions of small businesses. Looks…
Interview and Demo of CORE with BQE Software CEO Shafat Qazi on Facebook Live
Jun 15 • 59 min
This episode is sponsored by BQE Software and was recorded via Facebook Live on June 14th. David and Blake interview BQE Founder and CEO Shafat Qazi, who then gives us a demo of BQE Core, a cloud-based solution that offers integrated accounting, project…
AICPA ENGAGE: Megan Lewczyk, CPA & Ryan Lazanis, CPA, CA
Jun 13 • 36 min
At the annual ENGAGE conference in Las Vegas, Blake, Megan, and Ryan discuss the value of the CPA license in a rapidly shifting professional landscape, H&R Block’s acquisition of Wave Financial (the free invoicing and accounting software), QuickBooks Live…
Accounting Salon Interviews: Clint Bowers of Smart Business Concepts
Jun 13 • 14 min
In this interview recorded in May 2019 in New Orleans, Blake and David chat with Clint Bowers, CPA and founder of Smart Business Concepts ( in Dallas, Texas. Before starting his own firm, Clint was a Vice President and…
It’s a Bot! Live Interview and Demo of Gappify Alan with Founder & CEO Jotham Ty
Jun 11 • 38 min
This bonus episode features an interview and demo with Jotham Ty, founder and CEO of Gappify (, which builds “Bots for Accountants, By Accountants.” Jotham shares what inspired him to build a bot for accountants, and in…
Another AI Startup Aims to Eliminate Accountants
Jun 10 • 40 min
Georges raises $11.2 million to automate accounting, Canopy releases tax prep software, IRS to stop faxing, Free File stripped from IRS bill, continuous testing is in the cards for the CPA exam, ATAX expands nationwide, sign-in with Apple ID is coming to…
Accounting Salon Interviews: Amanda Aguillard of Elefant Training
Jun 5 • 9 min
David and Blake catch up with Amanda Aguillard, founder of the Accounting Salon, a different sort of accounting-focused gathering in its second year in New Orleans. Amanda shares what inspired her to start her own conference, why it’s called a “salon,”…
QuickBooks Live Could be a Top 100 Firm by 2020, Fake Bots from Google, Roger Raises $7.35M to Automate Accounting with AI, and Why the NSA Might be to Blame for the CCH Malware Attack
Jun 3 • 40 min
Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, (depending on whether or not you’d call an on-demand bookkeeping service an accounting…
Accounting Salon Interviews: Kenji Kuramoto of Acuity
May 29 • 15 min
David and Blake catch up with Kenji Kuramoto, CPA, at the 2019 Accounting Salon in New Orleans. Kenji shares how his Atlanta-based firm Acuity is taking the reverse trajectory of many firms when it comes to services, getting into bookkeeping and then tax…
Over 6 Million Small Businesses Using Cloud Accounting: QuickBooks and Xero Numbers Compared
May 27 • 57 min
We dig into the latest Intuit and Xero earnings reports to figure out who is winning the battle to conquer the world of small business cloud accounting. Also, one controller used the IRS to steal $2.8M, TurboTax uses a “military discount” to trick troops…
Intuit Grows More Defensive, CCH Gets an IRS Extension, QuickBooks Live Quintuples, and Xero Has a New Americas President
May 20 • 48 min
This week, ProPublica got its hands on an internal video from Intuit CEO Sasan Goodarzi to his 9,000 employees defending the company’s actions before and after the Free File fiasco. Meanwhile, Wolters Kluwer negotiated on behalf of its customers with the…
Wolters Kluwer Cloud Tax Products Go Down for Almost a Week After Malware Attack
May 12 • 50 min
This past week, Wolters Kluwer’s CCH tax software division suffered a malware attack. In response, the company took offline a number of CCH products for 3 to 4 days, causing significant disruption to accounting firms, especially midsize and large ones. In…
How Intuit and H&R Block May Have Tricked Low-Income Americans into Paying to File Their Taxes
May 6 • 41 min
We go in-depth on ProPublica’s IRS Free File investigation that has implicated H&R Block and Intuit in misleading schemes to push taxpayers who could have gotten their taxes done for free into paid offerings. Also, follow-up on QuickBooks with Live…
Is Intuit marketing QuickBooks with Live Bookkeeping to clients of ProAdvisors?
Apr 29 • 37 min
David found some more Visor reviews (they aren’t so great); how personalized service is one way traditional accounting firms can compete against these new “accounting startups;” we mourn the passing ofHenry Bloch, the “H” in H&R Block; Blake recalls his…
Visor fails, Pilot raises, and the arrogance of the tech industry in accounting
Apr 23 • 49 min
Rachel Fisch joins the podcast as our special guest! We discuss David’s investigation of Visor, which did NOT have a great busy season. In other news, Zoom is about to go public, online tax filing is on the rise, Pilot (the AI accounting startup) raised…
Congress to ban IRS from creating online tax filing software, more CPA firms allowing work from home, update on QuickBooks Online Advanced, and how to brainwash your staff with an app
Apr 15 • 41 min
The house passed a bill permanently banning the IRS from creating its own free online tax preparation software; as cashless stores grow, so does the backlash; at least one educator is still teaching people how to use Quicken for business accounting;…
The top benefit employees want is unlimited PTO (but most CPA firms don’t offer it), how you can evolve to compete with platforms, and California spent $1B on accounting software that doesn’t work
Apr 7 • 36 min
Intuit is hiring in West Virginia; a new study says the top benefit employees want is unlimited paid time off, but not many CPA firms offer it; what accountants and bookkeepers can learn from taxi companies; NetSuite announces Brainyard, a free…
Small biz owners not happy with Intuit’s new rate limits, details on the latest QuickBooks Live test, how to start a virtual bookkeeping business, and more
Apr 4 • 39 min
Here’s your weekly accounting and bookkeeping news roundup (with a tech-focused twist). Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you feel like being super nice, give us a review on iTunes.
QuickBooks Live, busy season Saturdays, the gender pay gap, bans on cashless stores, upcoming accounting conferences, and more
Mar 25 • 30 min
Here’s your weekly accounting and bookkeeping news roundup (with a tech-focused twist). Thanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you feel like being super nice, give us a review on iTunes.
Could the tax-filing deadline be extended? Also, why accountants should be worried about bots and fake AI startups, and Canopy lays off 40% of its staff
Mar 17 • 38 min
In this week’s accounting news roundup: how tax season could be extended by 5 weeks, the latest QuickBooks updates and problems with new usage limits, Louisiana gave out $26 million in extra tax refunds by accident, why you need to be concerned about tech…
Congrats to the Top 50 Women in Accounting! Also, details on Intuit’s “Expert Connections” test, how many accounts you should have in your CoA, and more
Mar 10 • 36 min
Shoutouts to some of our favorite people on the new Top 50 Women in Accounting list by Practice Ignition, details on “Intuit Expert Connections,” another test that Intuit is running to gauge interest in a marketplace to connect tax pros and tax firms, a…
QuickBooks Live on the Intuit earnings call, how GoDaddy’s “do it with me” program could be a harbinger for ProAdvisors, community feedback on QuickBooks Live, and why job switchers make more money
Mar 6 • 33 min
Can you believe it? A question about QuickBooks Live made it into the latest Intuit earnings call! In other Intuit news, the company recently caught and stopped a hack. Find out how you can protect yourself from similar attacks. Also, we take a look at…
Interview and demo with Botkeeper CEO Enrico Palmerino on Facebook Live
Mar 2 • 72 min
This bonus episode of the Cloud Accounting Podcast features an extended interview with Enrico Palmerino, CEO of Botkeeper, and his technical director Justin DoBosh. The interview was recorded via Facebook Live on Friday, March 1. It was organized by Cloud…
It’s people! The Botkeeper investigation continues; Avalara buys AI tech; Intuit earnings; new limits in QuickBooks; and more
Feb 23 • 35 min
We dig into the Botkeeper website, press coverage about the firm, the CEO’s public statements, and review sites to try and figure out what exactly Botkeeper claims to be, and how significantly that differs from the reality, which includes a team of…
Is Botkeeper singing a different tune? Follow up on QuickBooks Live, IRS internal controls are a joke, a VERY expensive accounting textbook, and JP Morgan is getting into the blockchain game
Feb 19 • 35 min
In November 2018, Botkeeper raised $18 million to use AI and machine learning to automate bookkeeping. Following the round, founder and CEO Enrico Palmerino said that Botkeeper is “a full bookkeeper replacement; it’s a robo-bookkeeper.” Yet according to…
What we know so far about QuickBooks Live, Intuit’s “test” of assisted bookkeeping services; FreshBooks adds double entry accounting; KPMG UK gives up on SMB accounting; and more
Feb 13 • 35 min
Blake and David review what we know so far about QuickBooks Live, Intuit’s “assisted bookkeeping” service that the company was seemingly attempting to launch under the radar. A competing “Software Plus a Service”, inDinero, did not try to hide its…
The “hybrid” skills that tomorrow’s jobs will require, humans come out on top at the world’s first robot hotel, why leaders shouldn’t worry about absenteeism, and more
Feb 9 • 23 min
A bunch of app news, including Xero’s “improved” bank feeds sign up process, Dropbox acquiring HelloSign, a pet services app merger, and Stripe raising more money. Former SBA head Karen Mills’ thinks that small business banking is going to get a lot…
Is Intuit launching an Uber for Bookkeeping? Thoughts on “QuickBooks with Live Bookkeeping,” and more
Feb 7 • 35 min
According to a new pricing page on the QuickBooks website, Intuit is now offering QuickBooks software plus access to “real bookkeepers to help you manage your business” for between $210 and $350 per month. Now QuickBooks customers can “Get valuable…
Xero wants to change the definition of “accountant,” Expensify drops the first rap video about expense reports, meanwhile EY’s own expense app is “hot garbage,” and more
Jan 31 • 37 min
For all the latest news about accounting technology, listen to the latest episode of the Cloud Accounting Podcast!
The Super Bowl meets expense reports, nurses beat accountants for honesty & ethics, tax season could get ugly given the shutdown, another new $99 tax service for the masses, and more
Jan 24 • 36 min
In this episode: David shares his experience at the AICPA Annual Executive Roundtable for software vendors, Super Bowl LII will feature an ad about expense reports, tax season could get really ugly as only 57% of IRS workers return (unpaid), (another) new…
Accounting salaries stagnate, KPMG is on ‘The Bachelor,’ Plaid buys Quovo, TaxJar raises $60M for sales tax automation, why the virtual office doesn’t work for CPAs, and more
Jan 17 • 25 min
Blake and David dig into the lack of growth in accounting salaries despite the tight job market, KPMG’s representative contestant on this season of “The Bachelor,” Plaid’s acquisition of Quovo, TaxJar’s $60 million round of fundraising, Craig Smalley’s…
What the government shutdown means for accountants, why perks no longer cut it for workers, and how 2019 is going to be the year of instant payments
Jan 9 • 23 min
The federal government may be shut down but the Cloud Accounting Podcast continues! Blake and David are back in 2019 with an episode all about what the shutdown means for tax season, employment verification, getting news from the IRS, and more. Also,…
2019 Predictions! Also, Isaac Asimov predicted the computer automation revolution, Mindbody to be sold, senators prod regulators on FinTech, and what’s new in QBO
Jan 8 • 39 min
Blake and David discuss all the trends continuing into 2019, their own predictions for the new year, what Isaac Asimov got right about the world in 2019 (it’s creepy how accurate he was), news about apps Mindbody and Robinhood, some cool new automation…
KPMG to fine staff for late time sheets, Square wants to be a bank, real-time payroll for workers, Flux raises 7.5M, and the case for a 6-hour workday
Dec 30, 2018 • 29 min
Despite bumper payouts to partners, the UK branch of KPMG announced it will be imposing penalties of £100 on staff who turn in their time sheets late. Meanwhile, the leader of the Labour party is calling the Big Four a “cartel” and is threatening to break…
David’s takedown of accounting social media “influencers,” Scaling New Heights adds Xero, Right Networks acquires Propelware, Plaid raises $250M, Expensify gets personal, & more
Dec 18, 2018 • 30 min
David is tired of “social media influencers” who have no real experience acting as experts on social media, pumping the latest product or app that writes them a check. The gang also chats about Joe Woodard’s announcement on Twitter that Scaling New…
KPMG and Deloitte are going after your small business clients, Danny DeVito is your new QuickBooks coach, and how automation could worsen the digital divide
Dec 14, 2018 • 21 min
Blake and David discuss KPMG’s new small business tax and accounting offering “KPMG Spark,” Deloitte’s similar venture into SMB accounting called “ctrl by Deloitte,” Intuit’s new “Backing You” marketing campaign starring Danny DeVito, the presidential…
The time has come for cloud ERP, where top US banks are betting on FinTech, America needs more accountants in Congress, and more
Dec 9, 2018 • 35 min
Blake and David share news and stories about the era of cloud ERP, blockchain, banking investments in FinTech, multi-factor authentication, why America needs more accountants in Congress, whether or not the Big Four have los their advantage in audit…
What Intuit’s quarterly results say about its battle against Xero, how high growth accounting firms are eating the world, why blockchain won’t eliminate accounting, and more
Dec 1, 2018 • 30 min
Intuit’s Small Business Online Ecosystem Revenue increases 42 percent in its latest quarterly results; takeaways from QuickBooks Connect from Matt Paff and Sholto Macpherson; a new survey shows that 38 percent of employees resent when IT dictates the tech…
Takeaways from the AICPA Controllers Conference, what’s new at Xerocon London, and how AI is catching expense report fraud
Nov 18, 2018 • 21 min
Blake chats with Amy Vetter at the AICPA Controllers Conference about how modern modern accounting departments are refocusing to become proactive service centers as opposed to reactive cost centers; David shares news about Xero from Xerocon London,…
Accountants feeling challenged to adapt to new tech, Intuit’s plans to win the mid-market, and Sage Group’s new CEO is no big surprise
Nov 14, 2018 • 16 min
Blake and David are back from QuickBooks Connect and ready to catch up on the news, including the results from two surveys of accounting firms published recently in Accounting Today. The gist: Accountants in public are feeling plenty of pressure to keep…
LIVE from QuickBooks Connect! [Day 2] #QBCONNECT
Nov 6, 2018 • 14 min
Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming QuickBooks features announced at Day 2 of the annual conference (Main Day).
LIVE from QuickBooks Connect! [Day 1] #QBCONNECT
Nov 5, 2018 • 14 min
Blake and David are LIVE at QuickBooks Connect in San Jose discussing the new and upcoming features announced at Day 1 of the annual conference (Accountant Day).
Takeaways from Intacct Advantage, David joins AutoEntry, results from Intuit’s annual rate survey, and more
Nov 4, 2018 • 17 min
What’s new with Sage Intacct from the Intacct Advantage conference in Nashville; David has joined the AutoEntry team as their Principal Technology Evangelist; results from the 2018 Intuit Average Billing Rate Survey; three key steps that accounting teams…
Contactless payments on the rise, the case for a 4-day workweek, 12 signs your firm is outdated, and more
Oct 23, 2018 • 25 min
Contactless and electronic payments are on the rise with consumers; the case for a 4-day workweek (and why it’s not so crazy); Microsoft debuts an expense app; how email scammers stole $100M from nine public companies; and 12 signs your firm is outdated
These two entrepreneurs say “don’t outsource accounting,” RDP risks, and remote accountant policies
Oct 15, 2018 • 20 min
Only 53% of accountants’ clients are ready for the UK’s “Making Tax Digital” launch in 6 months; two entrepreneur speakers advise other entrepreneurs never to outsource accounting (and why); the FBI warns that hackers are targeting Remote Desktop Protocol…
How Kruze Consulting is specializing and automating, leading the way in accounting & finance for startups
Oct 13, 2018 • 22 min
Scott runs Operations at Kruze Consulting, a fast growing Startup CFO Consulting firm that works with over 160 startup clients. Kruze is based in San Francisco with clients in the Bay Area, Los Angeles and New York. In addition to his Operations…
The beginning of the end for QuickBooks Desktop, NetSuite soars, and Walmart deploys blockchain in the real world
Oct 6, 2018 • 25 min
Blake and David reconnect to talk about what’s new in the worlds of QuickBooks and NetSuite. Intuit is discontinuing their QuickBooks Desktop Advanced ProAdvisor Certification — could this be the beginning of the end for desktop? Meanwhile, NetSuite is…
ASC 606 is wreaking rev rec in biotech. Here’s how one tech-savvy accountant aims to fix it.
Oct 1, 2018 • 20 min
Paul Giese is an accounting manager in the biotechnology industry and the founder of intheBlk software, a collection of web-based tools for biotech accountants. Paul joins the podcast to talk about the massive change ASC 606 is having on revenue…
How blockchain will change accounting with Dr. Sean Stein Smith
Sep 25, 2018 • 23 min
Dr. Sean Stein Smith, DBA, CPA, is an Assistant Professor at Lehman College in New York. He is a member of the 2017 AICPA Leadership Academy and was named a “40 Under 40” in the accounting profession for 2017 by CPA Practice Advisor.
Two future career paths for accountants, how billable hours drive away Millennials, and more
Sep 22, 2018 • 24 min
Levi Morehouse of Ceterus outlines how technology is shaping two future career paths for accountants; Jeff Bezos shares how he structures his day to be most effective; PwC launches a “Digital Accelerators” program to future-proof staff; Garrett Wagner…
Sage Group ousts CEO Stephen Kelly amid faltering cloud transformation
Sep 15, 2018 • 23 min
David is back from his well-deserved vacation and ready to discuss with Blake Sage’s sudden move to oust Stephen Kelly as chief executive. Chairman Donald Brydon reportedly said, “We need to get a CEO that has SaaS in their veins.” Kelly joined Sage four…
Heather Smith on going from management accounting to cloud accounting, to one million views on YouTube
Sep 7, 2018 • 28 min
Heather Smith is a chartered accountant, business and technology writer, author of eight books (including Xero for Dummies). Her educational YouTube channel has been viewed one million times and her Cloud Stories podcast is one of the top five accounting…
Are accounting firm partners just franchisees? Also, how Square could make cryptocurrency go mainstream
Sep 1, 2018 • 16 min
CPA Practice Advisor has announced their annual “40 Under 40” in the accounting profession for 2018. Congrats to our friend and interview victim Dr. Sean Stein Smith for making the list! His Cloud Accounting Podcast episode will drop in the coming weeks.…
Guy Pearson of Practice Ignition on building an accounting firm from scratch that could scale up without him
Aug 30, 2018 • 33 min
Guy Pearson, founder of Practice Ignition, turned down an offer of partnership in an accounting firm at age 24 to travel around the world for a year. After running out of money, Guy returned to Australia and started an accounting firm out of his house. He…
Intuit’s CEO steps down, Sage downgraded by Deutsche Bank, Thomson Reuters shows up to the dance, and Xero’s big mistake
Aug 25, 2018 • 22 min
David shares the big news that Brad Smith is stepping down from the CEO role at Intuit after 11 years guiding the transformation of Intuit from a U.S.-centric desktop-based software company to a global cloud platform. David is also himself departing…
Excel’s got a new World Champion and how CAS can cause lots of liability
Aug 19, 2018 • 13 min
Blake and David chat about three things this week: 1) A 15-year-old is the new Microsoft Excel world champion, 2) How businesses are failing to help employees keep up-to-date with their digital skills, and 3) the risk of performing Client Accounting…
Jamie Shulman on Xero acquiring Hubdoc and the generational accounting shift
Aug 8, 2018 • 13 min
Jamie Shulman, Co-Founder, Co-CEO at Hubdoc, joins the podcast to talk about Xero’s acquisition of Hubdoc, how that came about, what it means for non-Xero users, and what’s next for the company.
Geni Whitehouse on niching for the wine industry & building confidence as a public speaker
Aug 6, 2018 • 23 min
Geni Whitehouse shares how her CPA firm carved out a niche serving the wine industry — not just with marketing mumbo jumbo but with a proprietary industry scorecard that created real value for her clients. We discuss what’s holding firms back from…
Gusto raises $140M, Xero acquires Hubdoc, why the IRS should allow taxpayers to use U2F keys, and the open office under attack
Aug 4, 2018 • 20 min
The Government Accountability Office (GAO) has recommended the use of phishing-proof FIDO security keys to prevent tax scams. Also this week: payroll and HR provider Gusto raised a $140 million Series C at a $2 billion valuation; cloud accounting software…
All the ways the cloud can fail you: NetSuite goes down, why you need multifactor authentication, ComplyRight breached, and YouTube bans Hector Garcia
Jul 29, 2018 • 26 min
Blake shares his thoughts on the first year of the Accounting & Finance Show LA under new management, then David & Blake discuss the latest accounting news, including: NetSuite’s outage this week that prevented many businesses from accessing their ERP for…
Ed Kless on thriving as a business iconoclast, his Libertarian politics, and the lie of timesheets
Jul 29, 2018 • 32 min
Ed Kless joins the podcast to talk about how he’s managed to thrive as a “business iconoclast” in a corporate environment, why he is a Libertarian, why timesheets are a total scam, and how his musical theater background has helped him succeed both on and…
Intuit sells its data center, Xero selects Gusto for U.S. payroll, & Certify acquires Abacus
Jul 22, 2018 • 12 min
The Today Show asks “What is ‘The Cloud?’”, Intuit sells its data center and plans to move everything to Amazon Web Services, Xero dumps its own U.S. payroll product in favor of a strategic partnership and deep integration with Gusto, and Certify adds…
Matt Paff on how Xero & Intuit are coming for the mid-market and that the future of accounting technology is platforms
Jul 22, 2018 • 35 min
Matt Paff joins the podcast to discuss what he means by his article “Hey Mid-Market, Xero and Intuit are coming!” on Digital First. We learn about the vary definitions of the term “mid-market” between the United States and Australia, why mid-market…
Midmarket vendors: Watch your back! Also, how labor costs will skyrocket over the next decade, and goes global
Jul 18, 2018 • 25 min
David & Blake discuss Matt Paff’s article, “Hey Mid-Market, Xero and Intuit are coming!” a study predicting that highly skilled labor costs will skyrocket over the next decade, and’s big announcement that it will soon support international…
The new 1040, California does its own GDPR, and better education for accountants
Jul 12, 2018 • 19 min
Donny Shimamoto joins the podcast to chat about the IRS’s new “postcard sized” 1040 form, the potential consequences of California’s new privacy law for businesses, and the Houston CPA Society’s efforts to improve education and outreach to accounting…
Online sales tax SCOTUS ruling ramifications for accountants & business owners
Jul 1, 2018 • 23 min
Mike Fleming, CEO of Sales Tax and More, joins Blake & David on the podcast to discuss in detail the ramifications of the U.S. Supreme Court decision allowing states to collect sales taxes from online sellers who have no physical presence in the state.…
Supreme Court sales tax ruling is a windfall for Avalara
Jun 22, 2018 • 18 min
Blake and David discuss the implications of Thursday’s Supreme Court ruling that states can require out of state retailers to collect taxes on sales to residents, even if those retailers don’t have a physical presence in the state.
Cloud accounting survey results, IRS budgets upgrades, & lawyers dropping the billable hour
Jun 19, 2018 • 18 min
David reports on IRS plans to spend $291 million on technology upgrades and why some lawyers are dropping the billable hour. Blake shares takeaways from FloQast’s 2018 Cloud Accounting Survey and the recent Cloud Accounting Roundtable in Culver City.
Cloud M&A, get paid to move to Vermont to work remotely, & app updates galore
Jun 13, 2018 • 15 min
David shares some exciting news that the firm that bought Blake’s cloud bookkeeping startup (HPC) is itself getting acquired — by a Top 100 CPA firm (Aprio). HPC is a 100% online accounting firm. Speaking of remote work, Blake shares news that Vermont is…
Time bandits, Slack actions, Intuit grows, and more
Jun 2, 2018 • 20 min
David shares how time tracking software has entered the world of “wage theft” lawsuits, Blake is impressed by Slack’s new and improved third-party integrations, then we discuss the crazy fast growth of QuickBooks Online, the dismal trust Millennials place…
AutoEntry and the importance of document processing granularity
May 31, 2018 • 27 min
Brendan Woods, Founder and CEO at AutoEntry, joins the podcast to chat about his OCR and document processing solution for accountants and bookkeepers. AutoEntry is headquartered in Dublin, Ireland, and the company’s first major market was the UK. This…
KPMG teams up with Microsoft to sell ERP software & PayPal buys iZettle
May 20, 2018 • 18 min
Blake is skeptical about KPMG Australia’s move to get into the ERP developer game with Microsoft, and David shares PayPal’s acquisition of iZettle and what that means for point of sale options for small businesses.
The Net Worth Episode: Warren Buffet’s GAAP Troubles & Building Wealth by Owning a Business
May 17, 2018 • 11 min
It’s the second episode of the podcast 2.0 with my new co-host, David Leary! We chat about Warren Buffet’s “Accounting Nightmare.” New accounting rules changes for 2018 require investments to be reported at fair value, resulting in an unusual net loss for…
Ancient IRS Computer Systems, How to Get Hacked as a CPA, & News from SuiteWorld 2018
May 13, 2018 • 24 min
David Leary joins the podcast for the first time as my new co-host. We discuss the IRS’ ancient computer systems that caused the crash on tax day, a case study of a CPA who got hacked by a malicious “keylogger” program, news from Blake’s visit to…
How mAccounting is turning accounting from a necessary evil to a strategic advantage
May 3, 2018 • 13 min
Tom Gabbert joins the podcast to talk about the “m” in mAccounting (it stands for “mobile”), why he’s looking to hire “people people” (not just number crunchers), his efforts to “turn accounting from a necessary evil to a strategic advantage,” the…
Sage Intacct connects and automates the accounting profession
Apr 21, 2018 • 16 min
Chris Rose, VP of Business Development at Sage Intacct, joins the podcast to talk about why organizations need to move to the cloud for their ERP, the value of cloud APIs for enabling third party integrations, and the threats and opportunities automation…
Big Four blockchain, AI, and RPA
Apr 14, 2018 • 25 min
Dr. Sean Stein Smith, DBA and CPA, joins the Cloud Accounting Podcast to discuss five of the top accounting articles from the past few weeks, including stories about PwC, blockchain, KPMG’s partnership with Watson, EY’s use of RPA to automate internally…
Making innovation organic to our firms with The Radical CPA
Mar 26, 2018 • 24 min
In this episode of the Cloud Accounting Podcast, I’m joined by Jody Padar, CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. Jody is the author of “The Radical CPA,” and has just published a follow-up…
Workaholism, toxic meetings, and remote work
Mar 7, 2018 • 43 min
On Episode 6 of the podcast, I’m joined by Jeff Phillips of Accountingfly, a site for accountants and finance professionals to apply easily to hundreds of great jobs. We discuss the latest cloud accounting news, including: The four drivers of workaholism,…
5-hour workday for accountants, American views of automation, & Bitcoin taxes
Feb 17, 2018 • 23 min
I’m joined by Amanda Aguillard, David Emmerman, Ryan Watson, and Jay Kimelman of Bluewire Strategy Group. We discuss how an accounting firm in Australia successfully moved to a 5-hour workday, a new survey that shows most Americans see automation is…
Are CPAs “insecure overachievers,” tax reform accelerates automation, and the War on Excel
Feb 7, 2018 • 19 min
In this episode, I’m joined by Mike Whitmire, co-founder and CEO of FloQast ( We discuss whether or not big firm CPAs are “insecure overachievers,” how tax reform is accelerating the shift to automation in manufacturing, Sage’s…
Predictions for 2018, Intuit acquires TSheets, & an API at the IRS
Jan 10, 2018 • 28 min
I’m joined by David Leary, Global Small Business Ecosystem Evangelist at Intuit. We discuss the insanity around the latest cryptocurrency (KodakCoin), our predictions for accounting in 2018, Intuit’s acquisition of TSheets, the wasteful nature of…
Blockchain, AI, and why you need to move to the cloud, now!
Dec 4, 2017 • 26 min
In this episode, I’m joined by Will Lopez, Founder and CEO of Advisorfi. We discuss the potential impact of blockchain and artificial intelligence on the accounting profession, new features announced at QuickBooks Connect, and how 9/11 resulted in the…
What accountants should learn from the Deloitte Hack
Nov 3, 2017 • 26 min
Welcome to the first episode of Cloud Accounting Weekly, the Podcast Edition! Phil Gross joins the podcast to discuss top stories in accounting technology from the past few weeks. Topics in this episode: The hack of Deloitte’s email server, the debate…