The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.
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Welcome to Best Metrics, where we dive deep into how industry experts evaluate financial statements and the key metrics they use to help their clients improve. Each episode, host Glenn Dunlap sits down with leading professionals to discuss their analytical approaches, the insights they uncover, and practical advice you can apply to your own practice.
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Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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Welcome to Ethics that doesn't suck! CPA and comedian Greg Kyte teams up with MBA and comedian Adam Broud to discuss the intricacies of behavioral ethics — sociological nudges that prime people to behave more ethically or less ethically. During their lively conversations, they draw on research from psychology and economics.
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By seeing what's in front of you and thinking about what can't be seen, one constantly weighs opportunity and risk in alignment with values, beliefs, objectives, and constraints. Crisis occurs when bad things happen to the unprepared. Preparation requires thought, decision, and action. Every moment is a choice and an action. Be deliberate. Avoid crisis. Listen to Avoid Crisis. Disclaimer Avoid Crisis Inc., Allen Plyler, and / or Reynaldo Arellano are not giving to any listener or listeners a ...
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Avalara brings you a podcast by accountants for accountants. Hear from some of the biggest thought leaders in the industry on the current and future state of accounting, as well as lessons they've learned along the way.
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In this episode, Isaac sits down with Nic Boucher, a renowned AI and finance expert, to explore the cutting-edge intersection of artificial intelligence and financial management. They discuss the latest AI tools transforming the industry, the importance of Python skills for finance professionals, and how companies of all sizes can implement AI stra…
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Why Trump's Plan To Raise Tariffs Will Backfire
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1:05:11
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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 a…
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Best Metrics for Healthcare Professionals
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In this episode Glenn interviews Michael DeLuca, Principal at HBK and healthcare finance expert, about essential financial metrics for advising clients in the healthcare sector. They discuss key performance indicators for physician and dental practices, including revenue cycle management, overhead metrics, and strategies for practice growth. Michae…
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Intuit's Shift to AI Failed on Day One
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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 …
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In this episode, Larry Quinlan, former Global CIO of Deloitte and current Fortune 500 board member, shares his journey from a small Caribbean island to the upper echelons of corporate leadership. Larry discusses the importance of mentorship, the power of effective communication, and how to navigate career transitions in the fast-paced world of tech…
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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 learnin…
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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-powe…
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Founders, Investors, and the Financial Tightrope
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In this episode, Alex Oppenheimer, general partner and founder of Verissimo Ventures, shares his expertise on the critical role of finance and accounting in early-stage startups. Alex discusses the importance of creating an economic model early on, even before incorporating, to understand the value a company delivers and its potential profitability…
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Outsourcing 101 for Accounting Firms with Kwame Agyei
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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 securi…
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What CFOs Are Thinking: AI, Talent Crisis, Gen Z, and More
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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…
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Best Metrics for Technology and SaaS Companies
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This episode of the Best Metrics Podcast features an in-depth discussion on key financial metrics and considerations for SaaS and technology companies. Guests Patrick Smith and Wade Maleck from CLA share their expertise on important metrics like the Rule of 40, customer acquisition costs, lifetime value, and net negative churn. They also discuss co…
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ChatGPT Beats Humans at Financial Statement Analysis
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Sponsors LiveFlow - http://accountingpodcast.promo/liveflow RightRev - http://accountingpodcast.promo/rightrev Makers Hub - http://accountingpodcast.promo/makershub Chapters (00:38) - Blake's Conference Adventures (03:13) - AI and the Future of Auditing (05:16) - Insights from the IMA Conference (10:00) - The AI Tipping Point (14:48) - Microsoft An…
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In this inaugural episode of Accounting Intelligence, host Isaac Heller sits down with Jody Padar. Jody shares her journey to becoming a leading influencer in the industry, offering insights on building an authentic personal brand and embracing change. The conversation dives deep into the disruptive potential of AI in accounting, exploring how tech…
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The Compelling Case for Nearshoring Accounting to Argentina
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24:03
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Discover the compelling advantages of nearshoring your accounting and finance functions to Argentina. In this episode, Nicolás Villafañe, partner at South Offices, shares his insider perspective on why Argentina is a top destination for accessing skilled talent while enjoying significant cost savings compared to hiring in the US. Learn how Argentin…
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Will Intuit Go Red in the 2024 Election?
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Blake and David get brutally honest about why pricey accounting conferences are a no-go and how the industry sidelines neurodivergent professionals. You'll also get a rundown of the rebranded Intuit Connect event's new direction, the political firestorm around IRS Direct File, and a Google Sheets update that will blow your mind. From the mailbag, d…
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Best Metrics for Property Management and Development
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54:54
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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…
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From Compliance to Consulting: A CPA's Journey into M&A and Business Valuation
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24:41
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Anthony Venette, Director of Business Valuation and Advisory Services at DeJoy & Co., joins Blake to discuss his unconventional career path and the world of business valuation. Anthony shares his journey from audit to tax and eventually to valuation, highlighting the importance of soft skills and effective communication in advisory roles. He also p…
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What's the Journal Entry for a Hush Money Payment?
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59:52
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Blake and David delve into the accounting and bookkeeping aspects of Donald Trump's recent guilty verdict in New York. They discuss the charges related to falsifying business records and hush money payments and explore the potential implications for Trump's businesses and campaign. Their conversation also touches on the current state of AI in accou…
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Rethinking Accounting Education in the Age of AI
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Dr. Mfon Akpan, Assistant Professor of Accounting at Methodist University joins Blake and David for a conversation on the impact of AI on accounting education, the challenges faced by accounting graduates entering the workforce, and the future of the CPA profession. Dr. Akpan shares his insights on incorporating AI into the classroom and the import…
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Best Metrics for Transportation and Logistics
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43:55
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In this episode of Best Metrics, host Glenn Dunlap is joined by industry expert Dan Rutherford to navigate the pathways to success in transportation and logistics. Dan shares his insights on the key metrics and strategies for managing liquidity, margins, and asset utilization in this capital-intensive industry. He emphasizes the importance of stayi…
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The Startups Seeking to Dethrone QuickBooks
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1:01:17
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Blake and David dig into reports from the Illinois CPA Society and National Pipeline Advisory Group highlighting issues like long work hours, the 150-hour rule, and low starting salaries. They examine the potential disruption of traditional accounting software by startups and vertical SaaS companies offering embedded accounting functionality and re…
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Trump Accountants Take the Stand Before the Stormy Daniels
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1:07:53
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This week, Blake and David are puzzled by the results of a survey that shows 40% of tax professionals believe generative AI will allow them to charge clients higher rates. They also cover the sham audit firm BF Borgers and question why the firm's CPA is still licensed despite SEC charges. Blake demonstrates how he uses Zapier Central to build an AI…
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