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.
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?"
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.
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.
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 & the rise of remote work in accounting, and EY's clever release of millions of dollars worth of blockchain code into the public domain.
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 Corporate Controller at Borden Dairy Company. Now he uses that experience to provide business owners more visibility, control and understanding of their books.
This bonus episode features an interview and demo with Jotham Ty, founder and CEO of Gappify (https://www.gappify.com/), which builds "Bots for Accountants, By Accountants." Jotham shares what inspired him to build a bot for accountants, and in particular, industry accountants in midsize companies. He shares details on "Alan" (the bot) and gives us a live demo of Alan doing vendor onboarding for a company on NetSuite. The interview was recorded via Facebook Live on Friday, May 31.
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," what makes the Accounting Salon different, and how to nominate yourself (or another) to be invited next year. To learn more, visit accountingsalon.com.
David and Blake catch up with Kenji Kuramoto, 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 after being solely advisory for many years. Acuity is unique in other ways, too. The firm employs direct sales methods more similar to those of a B2B software startup than a CPA firm. You'll also learn why Acuity doesn't call their bookkeepers "bookkeepers," and lessons Kenji has learned along the way as Acuity builds out its CAS tech stack.