financial cents

Explore the ins and outs of choosing the right operational system for your firm with host Roman Villard and industry expert Stacey Feldman on the Accounting Flow Podcast. 

In this episode, they break down the details of picking systems, looking at the important things to do and avoid that can impact how well your firm runs.

🚀 What to Anticipate:

• Proven Strategies: Stacey Feldman, a trailblazer in the field, unpacks time-tested strategies for selecting operational systems. Discover her insights and gain a competitive edge in choosing the right tools for your accounting firm.
• Real-world Examples: Roman and Stacey share case studies that illustrate successful (and not-so-successful) approaches to operational system selection.
• Strategic Alignment: Understand the importance of aligning your operational systems with your firm's overall strategy. Learn how to choose systems that enhance your strengths and address your specific challenges.
• User Experience Matters: Stacey emphasizes the significance of user experience in system selection. Explore how user-friendly interfaces can contribute to increased productivity and overall satisfaction within your firm.
• Future-Proofing Your Choices: Stay ahead of the curve by future-proofing your operating system choices. Discover how to make decisions that stand the test of time and evolve with the ever-changing landscape of accounting technology.

Listen and don't forget to subscribe!

Visit https://financial-cents.com/resources/accounting-firm-podcast/ for more.

In this insightful episode, Erica Goode, CPA, Fractional CFO for Consultants & Agency Owners  joins host Roman Villard to discuss her process for managing a 15-hour workweek.

Listen in as Erica reveals her top tips for optimizing work processes, prioritizing tasks, and employing technology to streamline operations. Discover how she balances a demanding career with personal time, and learn how you, too, can apply these techniques to achieve a more productive and fulfilling work-life balance.

Don't miss out on these game-changing strategies – tune in now to learn how to master the art of a 15-hour workweek with Erica Goode and Roman Villard 🕒💼✨

Matt Rissell of TSheets dead in apparent murder-suicide; a review of the AI features you can use right now in Client Hub, Canopy, Karbon, Financial Cents and... Sturppy?; This week's guest: Giles Pearson, CEO of Accountests

Sponsors
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• (00:00) - Have your AI contact my AI
• (00:21) - Introduction and thoughts on the horrible news of Matt Rissell

• (06:18) - Some of the history of TSheets

• (12:36) - Practical application of Chat GPT and AI

• (20:10) - Giles was a partner at PwC

• (25:46) - Blake check on the live chat discussion
• (00:50) - David has used ChatGPT to create and organize his calendar appointments

• (30:43) - Let's look at Client Hub using their AI integration to help create tasks

• (35:09) - Lets see how Canopy can help you draft emails

• (37:51) - What Karbon has done with email

• (44:48) - Is Giles using AI for anything?

• (45:42) - Financial Sense integrates with ChatGPT

• (47:52) - Expensify's genius AI blog post

• (49:40) - Sturppy's AI virtual CFO
• (00:30) - Wrap up and where to reach everyone

• (57:07) - Congressional letter written about AI to create tax scams

• (58:56) - Where to learn more about Accountest and follow Giles

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Show Notes

Karbon AI | Karbon         

https://karbonhq.com/feature/ai/

Founder of TSheets Dies in Self-Inflicted Shooting

https://www.cpapracticeadvisor.com/2023/05/04/founder-of-tsheets-dies-in-self-inflicted-shooting/79360/

Senators want IRS to stop AI-generated tax scams

https://www.accountingtoday.com/news/senators-want-irs-to-stop-chatgpt-generated-ai-tax-scams

“What is the Best Expense Management App?” according to ChatGPT?

https://blog.expensify.com/2023/05/02/what-is-the-best-expense-management-app-according-to-chatgpt/

TSheets founder Rissell dead after what police call attempted murder/suicide in Eagle home

https://boisedev.com/news/2023/05/04/matt-rissell-dead/

Get in Touch

Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040

Need Accounting Conference Info? 

Check out our new website - accountingconferences.com

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Future Firm Accelerate - https://futurefirmaccelerate.com/cap
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FinDaily - https://findaily.io/

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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Sponsors

• OnPay: https://cloudaccountingpodcast.promo/onpay
• ClockShark: https://cloudaccountingpodcast.promo/clockshark
• Financial Cents: https://cloudaccountingpodcast.promo/cents

Show Notes

4:05 - 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
https://www.cloudaccountingpodcast.com/episodes/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 

5:23 - Bookkeepers are embracing the role of trusted advisor

https://www.accountingtoday.com/opinion/bookkeepers-embrace-role-of-trusted-advisor 

7:07 - Elevate Messaging & Safety with Zoom Phone SMS, Reporting & E911 Enhancements

https://blog.zoom.us/elevate-messaging-safety-with-zoom-phone/

8:13 - The best and worst 2020 predictions (and some of our own) https://www.cloudaccountingpodcast.com/154

10:53 - Zoom may launch an email service and calendar app to compete with Google and Microsofthttps://www.theverge.com/2020/12/23/22197057/zoom-email-service-calendar-app-microsoft-google-competition

13:27 - Square has discussed acquiring Jay-Z’s Tidal servicehttps://bankinnovation.net/allposts/products/payments/square-has-discussed-acquiring-jay-zs-tidal-service/

17:23 - Introducing Expensify.cash, open-source financial group chat, built with React Nativehttps://community.expensify.com/discussion/7862/introducing-expensify-cash-open-source-financial-group-chat-built-with-react-native

Expensify.cashhttps://expensify.cash/#/signin 

27:45 - SEC Sues Ripple Over Sales of XRP Digital Assets

http://feedproxy.google.com/~r/cfo/daily_briefing/~3/vZdi6MdgeUI/ 

30:45 - Google Delays Return to Office and Eyes ‘Flexible Work Week’

https://www.nytimes.com/2020/12/14/technology/google-delays-return-to-office-and-eyes-flexible-work-week.html?referringSource=articleShare

32:41 - 81% of firms expect more remote work post-pandemic: Survey

https://www.accountingtoday.com/news/81-percent-of-firms-expect-more-remote-work-post-pandemic-survey

34:58 - Can employers make COVID-19 vaccination mandatory?https://apnews.com/article/can-employers-covid-19-vaccine-mandatory-ba22c99f01f24ea3be7631ff751f0d82

36:40 - States battle over billions in work-from-home taxes

https://www.accountingtoday.com/articles/states-battle-over-billions-in-work-from-home-taxes

41:37 - What Running a Virtual CPA Firm Really Costs

https://cpatrendlines.com/2020/12/12/what-running-a-virtual-cpa-firm-really-costs/

44:15 - Don’t Worry Everyone, Deloitte Says Everything Is Fine After SolarWinds Hack

https://www.goingconcern.com/deloitte-solarwinds-hack/?utm_source=rss&utm_medium=rss&utm_campaign=deloitte-solarwinds-hack

45:25 - How To Declutter Your Life in 15 Steps

 http://apartmenttherapy.com/declutter-your-life-268462

49:42 - The moment you've all been waiting for - Blake and David divulge their 2021 predictions! 

50:10 - David says expect the unexpected in the accounting space! 

51:02 - Blake predicts that predictions (of the cashflow kind) will be the thing in 2021. 

54:05 - Maybe predicting the obvious - PPP will just keep going, and going, and going ... 

55:28 - Two reviews to round out 2020! Thank you, Mrs. ShannyBanany, and some CPA in a small bookkeeping firm, aka 10594816! 

Get in Touch

Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040

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
• Podchaser: http://cloudacctpod.link/podchaser
• Spotify: http://cloudacctpod.link/Spotify
• Google Play: http://cloudacctpod...