quicken

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Show Notes
 

5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA!

8:25 – State auditor steps down after failing accounting exams

https://www.newscentermaine.com/article/news/politics/state-auditor-steps-down-after-failing-accounting-exams/97-3073da7f-0106-4811-9f20-9db9fef24efd

13:04 – Ski Areas Are Struggling To Find Employees For The Upcoming Season

https://www.npr.org/2021/09/29/1041411706/ski-areas-are-struggling-to-find-employees-for-the-upcoming-season

14:07 – Exclusive-PwC tells U.S. employees they need never return to the office

https://finance.yahoo.com/news/exclusive-pwc-tells-u-employees-211505972.html

18:42 – Work-life balance improves audits, but not job satisfaction

https://www.accountingtoday.com/news/work-life-balance-improves-audits-but-not-job-satisfaction

21:57 – In-person Zoom is the new norm for many workers returning to the office

https://www.washingtonpost.com/technology/2021/09/27/return-to-work-in-person-hybrid/

23:50 – The real stakes of Apple’s battle over remote work

https://www.vox.com/recode/22690190/apple-remote-work-from-home-employee-cher-scarlett-janneke-parrish

24:57 – Remote work is making productivity and innovation harder, says Microsoft study

https://www.zdnet.com/article/remote-work-is-making-productivity-and-innovation-harder-says-microsoft-study/

25:53 – Accounting Today calls for nominations for 2021 Top 100 People

https://www.accountingtoday.com/news/accounting-today-calls-for-nominations-for-2021-top-100-people

27:30 – Intuit Investor Day 2021

https://investors.intuit.com/events-and-presentations/event-details/2021/Intuits-Investor-Day-2021/

27:52 – Our strategy is to be an “AI-driven expert platform”

https://www.intuit.com/strategy/

28:46 – QuickBooks Online Advanced adding Excel integration

https://quickbooks.intuit.com/blog/whats-new/quickbooks-online-advanced-adding-excel-integration/

33:47 – Listener mail – QuickBooks v. Quicken? Thanks, Stephen Smith! 

39:20 – Avalara Acquires Track1099 to Help Businesses Manage IRS Form Filing Requirements

https://www.avalara.com/us/en/about/press/category/2021/10/avalara-acquires-track1099-to-help-businesses-manage-irs-form-filing-requirements.html

42:49 – Xero System Status – Current and Past Incidents

https://status.xero.com/

45:50 – What’s new in QuickBooks Online: September 2021

https://quickbooks.intuit.com/blog/whats-new/whats-new-in-quickbooks-online-september-2021/

51:01 – A Message from Sage CEO Steve Hare to Sage colleagues

https://www.sage.com/en-gb/news/press-releases/2021/09/a-message-from-sage-ceo-steve-hare-to-sage-colleagues/

52:05 – (LSPD) Alert: Did You Lose Money on Your Lightspeed Commerce Investment? Contact Johnson Fistel Regarding Investigation

https://www.globenewswire.com/news-release/2021/09/29/2305700/0/en/LSPD-Alert-Did-You-Lose-Money-on-Your-Lightspeed-Commerce-Investment-Contact-Johnson-Fistel-Regarding-Investigation.html

52:24 – Lightspeed (TSX:LSPD) Stock: Is an Accounting Scandal Brewing?

https://ca.finance.yahoo.com/news/lightspeed-tsx-lspd-stock-accounting-145454977.html

Need CPE? 

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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

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From discussing salaries and the cost of homes, to splitting the bill and vacation-planning, it’s NEVER easy to talk about money. But it’s super important to get comfortable doing it—in a 2018 Fidelity Couples & Money survey, 46% of couples admitted that money was the biggest challenge in their relationship.

The key is figuring out how you want to structure your finances *together*, so you can contribute and save towards important goals, and still have your own financial independence—which we’re all about!

So we called in Alyssa Davies, the mastermind behind award-winning Canadian personal finance website and YouTube channel, Mixed Up Money, where she dishes out financial content for women who care about their money. 

Alyssa published Her first book, The 100 Day Financial Goal Journal, in 2020, and launched a personal finance podcast with her husband, Learn From Us, where they make talking about money feel less awkward and more relatable by sharing their own tough lessons.

Listen in as we chat about:

• How to start talking about money with your partner
• Different ways to structure your accounts together
• How to protect your assets if your partner moves in
• How Cailyn navigated money with her husband
• Alyssa’s advice for couples who have moved in together
• What to do if you have different spending/saving habits
• How Alyssa manages money with her husband
• Key money goals couples should have
• Why prenups don’t need to be a “scary” thing
• Alyssa’s tools for successful budgeting with your partner

We hope this episode inspires you to have those important money chats with your partner!

For show notes and more adulting tips, visit:

teachmehowtoadult.ca

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PS: If you’ve been dreaming of pivoting into podcasting but aren’t sure where to start or how to grow, check our consulting services at teachmehowtoadult.ca/howtopodcast. 

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Show Notes

2:58 – EisnerAmper Gets Private Equity Backing

https://cpatrendlines.com/2021/09/11/big-deal-private-equity-takes-stake-in-eisneramper-cpas-2/

9:46 – KPMG's UK arm among first to set targets for working class staff

https://www.reuters.com/business/sustainable-business/kpmgs-uk-arm-among-first-set-targets-working-class-staff-2021-09-09/

11:58 – Here’s What We Know Right Now About the New COVID Vax Requirements at KPMG US

https://www.goingconcern.com/heres-what-we-know-right-now-about-the-new-covid-vax-requirements-at-kpmg-us/

13:07 – Most U.S. Employers to Require COVID-19 Vaccination

https://www.cfo.com/covid-19/2021/09/most-u-s-employers-to-require-covid-vaccination/

14:48 – If You Never Met Your Co-Workers in Person, Did You Even Work There?

https://www.nytimes.com/2021/09/08/business/remote-office-co-workers-working-from-home.html

19:53 – Blake is taking his leave from Jirav. What’s next? 

24:50 – JofA 2021 Tax Software Survey Results Are In

https://www.drakesoftware.com/blog/tags/2021%20tax%20software%20survey

37:35 – IRS regulation of tax preparers gains steam

https://www.accountingtoday.com/news/irs-regulation-of-tax-return-preparers-gains-steam

43:45 – Facebook to buy $100 million worth of unpaid invoices from 30,000 small businesses owned by women and minorities

https://www.cnbc.com/2021/09/11/facebook-to-buy-100-million-of-invoices-from-diverse-owned-businesses.html

46:00 – Amazon Is Creating A POS System To Compete With Shopify And PayPal—And Other Small Business Tech News

https://www.forbes.com/sites/quickerbettertech/2021/09/12/amazon-is-creating-a-pos-system-to-compete-with-shopify-and-paypaland-other-small-business-tech-news/?sh=438fe52f5e28

49:59 – Quicken, one of the ‘first fintechs,’ is being sold again

https://techcrunch.com/2021/09/09/quicken-one-of-the-first-fintechs-resold-to-another-private-equity-firm/

55:42 – PayPal to Buy Japan’s Paidy for $2.7 Billion

https://www.wsj.com/articles/paypal-to-buy-japans-paidy-for-2-7-billion-11631087698

56:30 –Clio snaps up document automation startup in latest acquisition

https://www.reuters.com/legal/transactional/clio-snaps-up-document-automation-startup-latest-acquisition-2021-09-08/

57:51 – Notion acquires India’s Automate.io in push to accelerate product expansion

https://techcrunch.com/2021/09/08/notion-acquires-indias-automate-io-in-push-to-accelerate-product-expansion/

61:35 – Expensify Announces New Expensify Card Perk: Up to 2% Cash Back for All Cardholders

https://www.businesswire.com/news/home/20210908005475/en/Expensify-Announces-New-Expensify-Card-Perk-Up-to-2-Cash-Back-for-All-Cardholders

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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Want to get the word o...

This is Money Talks on TEA Project, A Personal Finance Podcast. Your hosts, Gadiel and Michelle Espinoza. A husband and wife duo, where they discuss Personal Finance, Managing a Household, and so much more.

Gadiel is a father, husband, a Military Veteran, and a Lawyer.

Michelle is a mother, wife, BOSS, and a Certified Public Accountant.

In this episode, I interview Michelle about the different way of tracking your finances, and because she is our personal finance tracker at home, she is our in-house expert.

Also, check out our recently opened Etsy store where we sell trendy stuff all designed by Michelle!

If you want to learn about stretching your dollar, watch our Part 1.

If you want to learn about 10 most common mistakes people make when budgeting their finances, check out episode 16.

Also, learn ways to make some additional income by listening to Episode 13.

Book on Estate Planning:
1. Florida Estate Planning: Just the Basics by Gadiel Espinoza

Please like this video, subscribe to our channel, and share. TEA Project

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Mo Money Mo Problems, She Works Hard For Her Money, If I Had A Million Dollars… Clearly, money is on everyone's minds right now, but most of us can't make sense of how to manage it. Today we're diving into money management and the psychology behind how we spend our money, with finance expert Melissa Leong. We’re covering how to budget your money, savings hacks, the link between happiness and money, and how to design the life you want with financial freedom.

Melissa is a sought-after speaker, award-winning writer, and best-selling author of the feel-good finance guide, Happy Go Money. She is the money expert on Canada’s leading daytime talk show, The Social on CTV, and she’s the host of the Money Moves podcast. Melissa makes personal finance fun, relatable, and feel-good, so be sure to listen and get ready to take control of your money!

Teach Me How To Adult is a podcast that serves up expert interviews, candid experiences and actionable advice on everything you never learned growing up. Follow along as we figure it out together!

For show notes and more adulting tips, visit: teachmehowtoadult.ca

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melissaleong.com

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PS: If you’ve been dreaming of pivoting into podcasting but aren’t sure where to start or how to grow, check our consulting services at teachmehowtoadult.ca/howtopodcast. 

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Brandon & Shannon talk about how the recent coronavirus quarantine expectations has impacted life at home and work. They manage to talk about impact on personal finances and wander their way to how to manage their wives and spending habits & tendencies.

This Show's Topics
1. Update on Shannon's achilles injury - 0:55
2. Quarantine Life - 2:18
3. Redeeming the Time - 8:41
4. Budgeting Approaches- 12:50
5. Managing Spending as a Husband - 17:36
6. Scripture of the day [Worry] - Matthew 6:27-27,33-34 - 25:56

Links:

• Outro Song - Apple: https://apple.co/2HtcSe7
• Outro Song - Spotify: https://spoti.fi/39AAQ32
• Why we should act now on combating the Coronavirus - https://bit.ly/38Xnz3S 
• Video Podcast - https://bit.ly/2QFewOQ

Follow Us on Social:

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• TotallyCrossedOut.com
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• Brandon aka SOC - @RebirthofSOC