California requires bot disclosure, texting clients after hours, Walmart lays off hundreds of accountants, and more

California requires bot disclosure, texting clients after hours, Walmart lays off hundreds of accountants, and more

Blake and David discuss the latest cloud accounting news, including a California law that means chatbots have to disclose they’re not human, a survey showing that 73% think it's OK to text clients after business hours, Walmart's recent layoffs of hundreds of accountants in Charlotte, an MYOB glitch that sent personal payroll information to the wrong recipients, the no. 1 challenge blocking controllership transformation, stats showing that representation of black accountants in the profession has improved little over the last 50 years, and a proposal to allow for adaptive-learning CPE.

AICPA ENGAGE: Jason Deshayes, Accounting Advisory leader at Elliott Davis

AICPA ENGAGE: Jason Deshayes, Accounting Advisory leader at Elliott Davis

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

AICPA ENGAGE: Liz Mason, Byron Patrick, & Rachel Fisch

AICPA ENGAGE: Liz Mason, Byron Patrick, & Rachel Fisch

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

SNH19: Desktop Accounting Podcast

SNH19: Desktop Accounting Podcast

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

Accounting Salon Interviews: Nayo Carter-Gray of 1st Step Accounting

Accounting Salon Interviews: Nayo Carter-Gray of 1st Step Accounting

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

Your post spring conference season news roundup

Your post spring conference season news roundup

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

#Xerocon: Tony Ward, President of the Americas at Xero

#Xerocon: Tony Ward, President of the Americas at Xero

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

SNH19: Rich Preece of Intuit talks QuickBooks Live and how customer demand is driving industry transformation

SNH19: Rich Preece of Intuit talks QuickBooks Live and how customer demand is driving industry transformation

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

#Xerocon San Diego: Xero and Stripe Join Forces

#Xerocon San Diego: Xero and Stripe Join Forces

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

SNH19: Right Networks Challenges QuickBooks Online

SNH19: Right Networks Challenges QuickBooks Online

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 QuickBooks Desktop hosting "in every way equivalent to, and as capable as, that of QuickBooks Online."