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The Accounting Podcast

By: Blake Oliver & David Leary
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  • Summary

  • 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.
    © 2023 Earmark Media LLC
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Episodes
  • Pig Butchering & Mouse Jiggling

    Pig Butchering & Mouse Jiggling
    Jul 2 2024
    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-powered accounting startups, and a brief look at the U.S. government's online passport renewal system. This wide-ranging conversation offers valuable insights into the evolving landscape of work and technology in the digital age.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowRightRev - http://accountingpodcast.promo/rightrevMakers Hub - http://accountingpodcast.promo/makershubGenwise - http://accountingpodcast.promo/genwiseChapters(01:14) - Mouse Jiggling Scandal at Wells Fargo (05:28) - Pig Butchering Scams and Synapse Bankruptcy (09:20) - Return to Office Mandates and Employee Turnover (12:55) - AI Tools in Accounting: Zapier Central Demo (18:18) - Impact of AI on Freelance Jobs (21:49) - Private Equity and Audit Board Acquisition (26:05) - AI Co-Pilot for Accounting Firms: Materia Raises $6.3 Million (30:04) - Technology Maturity and Firm Revenue (36:10) - AI Adoption in the Workplace (38:15) - AI Tools Revolutionizing Financial Reporting (40:42) - The Rise of Chatbots: A Wall Street Journal Analysis (42:08) - Comparing Chatbot Performance Across Different Tasks (51:28) - The Future of AI in Accounting Firms (01:00:57) - Innovations in Government Services (01:03:23) - Wrap-Up and Announcements Show NotesMeet Zapier Central's Chrome extension: Work with your personal AI bots anywherehttps://zapier.com/blog/zapier-central-chrome-extension/The Great AI Challenge: We Test Five Top Bots on Useful, Everyday Skillshttps://www.wsj.com/tech/personal-tech/ai-chatbots-chatgpt-gemini-copilot-perplexity-claude-f9e40d26Numeric secures $10m in Seed funding to revolutionise accounting automationhttps://fintech.global/2024/05/08/numeric-secures-10m-in-seed-funding-to-revolutionise-accounting-automation/Finaloop secures $35 Million in Series Ahttps://www.finextra.com/pressarticle/101198/finaloop-secures-35-million-in-series-aJune 2024 Update: Beta Release of an Online Passport Renewal Systemhttps://travel.state.gov/content/travel/en/passports/have-passport/renew-online.htmlCalifornia Board of Accountancy CPANext Surveyhttps://www.linkedin.com/posts/cbanews_we-want-to-hear-from-you-this-weekend-is-activity-7212584294232285184-25saNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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    1 hr and 8 mins
  • Outsourcing 101 for Accounting Firms with Kwame Agyei

    Outsourcing 101 for Accounting Firms with Kwame Agyei
    Jul 2 2024

    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 security and building trust.

    Meet Our Guest, Kwame Agyei

    LinkedIn: https://www.linkedin.com/in/kwame-agyei-b3ab1333/


    Learn more about Appoynt

    Website: http://www.appoynt.co.uk/

    Need CPE?

    Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com
    Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com


    Get in Touch

    Thanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.


    Sponsorships

    Are you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.


    Need Accounting Conference Info?

    Check out our new website - accountingconferences.com


    Limited edition shirts, stickers, and other necessities

    TeePublic Store: http://cloudacctpod.link/merch


    Subscribe

    • Apple Podcasts: http://cloudacctpod.link/ApplePodcasts
    • YouTube: https://www.youtube.com/@TheAccountingPodcast
    • Spotify: http://cloudacctpod.link/Spotify
    • Podchaser: http://cloudacctpod.link/podchaser
    • Stitcher: http://cloudacctpod.link/Stitcher
    • Overcast: http://cloudacctpod.link/Overcast


    Classifieds

    Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd


    Transcripts

    The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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    25 mins
  • What CFOs Are Thinking: AI, Talent Crisis, Gen Z, and More

    What CFOs Are Thinking: AI, Talent Crisis, Gen Z, and More
    Jun 26 2024
    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 in a leader's toolkit. Get an insider's perspective on the 150-hour CPA licensing requirement and hear ideas for reform that could revolutionize the profession.Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/casRightRev - http://accountingpodcast.promo/rightrevMakers Hub - http://accountingpodcast.promo/makershubChapters(01:18) - AI Trends in Finance (02:42) - Adoption and Challenges of AI (09:34) - Talent Shortage in Finance (13:33) - Gen Z in the Finance Profession (20:36) - Real Consequences of The Breakdown of Financial Controls (30:03) - AT&T is Bypassing Big 4 Recruitment & Blake's Career Path (31:45) - Q&A Session Begins (32:22) - Would You Trade Your Job for a CFO Role? (33:23) - Work-Life Balance in Accounting (35:10) - Other Ways We Can Attract Talent to The Accounting Profession (39:21) - Challenges in the Accounting Profession (50:06) - Mentorship and Leadership in Accounting (57:22) - Closing Remarks and Future Guests Show NotesFollow Adam’s stories on CFO.com: https://www.cfo.com/editors/azaki/75% of employees use AI at work: report | CFO San Francisco 49ers, MLB Star Shohei Ohtani Wrestle With Poor Financial Controls 34% of KPMG tax, audit and advisory interns plan to stay 5 years at first job: report | CFO Gen Z Pivots from Accounting, Pursues Creative Freedom and Entrepreneurship | CFO No Gimmicks, Just Authenticity: How To Attract Gen-Z Talent | CFO Peacocking, newskilling and digital detox: 9 new workplace trends CFOs must know | CFO Senior Leaders Nearly Twice as Likely To Receive AI Resources as Junior Staff | CFONeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page
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    59 mins
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