Earmark On The Road

#SuiteWorld 4: Leveraging Automation To Do More With Less

Earmark Media — Thu, 26 Oct 2023 09:30:00 -0700

Jason Balk shares how he leverages NetSuite's automation as CFO of Media Place Partners. He discusses his transition from entrepreneur to CFO, early adoption of the cloud, and maximizing a compact finance team.

Learn more about #SuiteWorld here: https://www.netsuitesuiteworld.com/home.html

Meet Jason Balk, CFO, CIO - Media Place Partners
Website: https://www.mediaplacepartners.com/
LinkedIn: https://www.linkedin.com/in/jasonbalk/

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The Accounting Podcast (formerly Cloud Accounting Podcast)

#SuiteWorld

#SuiteWorld 3: Automating the Insurance Acquisition Machine

Earmark Media — Tue, 24 Oct 2023 15:00:00 -0700

Daniel Ruettiger joins David and Blake on The Accounting Podcast at SuiteWorld 2023 to explain how his company is using NetSuite and custom integrations to efficiently consolidate and report on financial data across 150+ acquired insurance agencies.

Learn more about #SuiteWorld here: https://www.netsuitesuiteworld.com/home.html

Meet Daniel Ruettiger, Senior Associate, Finance and Accounting at High Street Insurance Partners, Inc
LinkedIn: https://www.linkedin.com/in/daniel-ruettiger-cpa-489200a6/

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The Accounting Podcast (formerly Cloud Accounting Podcast)

#SuiteWorld

#SuiteWorld 2: The Art of Accounting at Mozilla with Xenia Tovchykh

Earmark Media — Thu, 19 Oct 2023 19:00:00 -0700

Xenia Tovchykh, Head of Global Accounting Operations at Mozilla, joins Blake and David of The Accounting Podcast at SuiteWorld 2023 to discuss the challenges of managing an accounting team distributed across the world, Mozilla's remote-first culture, and how they are using NetSuite to support their global operations.

Learn more about SuiteWorld here: https://www.netsuitesuiteworld.com/

Meet Xenia Tovchykh, Head of Global Accounting Operations at Mozilla
LinkedIn: https://www.linkedin.com/in/xeniat/
Website: https://www.mozilla.org/en-US/?v=2

Earmark
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The Accounting Podcast (formerly Cloud Accounting Podcast)

#SuiteWorld

#SuiteWorld 1: Evan Goldberg on NetSuite Turning 25 and Pushing Boundaries with AI

Earmark Media — Thu, 19 Oct 2023 18:00:00 -0700

NetSuite founder Evan Goldberg joins Blake and David on The Accounting Podcast to discuss the company's 25th anniversary, new AI features like Text Enhance and Customer 360, and his long-term vision for intelligent assistants integrated with NetSuite.

Learn more about SuiteWorld here: https://www.netsuitesuiteworld.com/

Meet Evan Goldberg, Founder and EVP, Oracle NetSuite
LinkedIn: https://www.linkedin.com/in/evan-netsuite/

Earmark
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The Accounting Podcast (formerly Cloud Accounting Podcast)

#SuiteWorld

#Engage2023 - A Taste for the Finer Things: Art and Wine Investing

Earmark Media — Tue, 29 Aug 2023 08:00:00 -0700

At the 2023 AICPA Engage conference, David and Blake explore investing in fine art and rare wines. They meet with Colleen Boyle, an art advisor, about building valuable art collections, and Atul Tiwari, a wine CEO who explains how rare wines can be an alternative investment option.

Meet Colleen Boyle, Managing Director-National Sales at The Fine Art Group
LinkedIn: https://www.linkedin.com/in/colleen-boyle-4b64a946/
Website: https://www.fineartgroup.com/

Meet Atul Tiwari, Chief Executive Officer at Cult Wines Americas
LinkedIn: https://www.linkedin.com/in/atul-tiwari-0a967818/?originalSubdomain=ca
Twitter: https://twitter.com/CultWinesUK
Facebook: https://www.facebook.com/CultWinesLtd/
Instagram: https://www.instagram.com/cultwines/?hl=en

Earmark
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The Accounting Podcast (formerly Cloud Accounting Podcast)

#Engage2023

(00:00) - Art & Wine Podcast
(00:50) - Introducing Colleen Boyle
(01:38) - Different niche's of the art market
(06:25) - What is the difference between price and value?
(08:47) - How do you look at art work through the tax lens?
(13:02) - How did you get into the art industry?
(15:38) - What are Colleen's favorite collectibles?
(16:25) - How do NFT's and digital assets fit into this industry?
(21:31) - Background on Cult Wines
(24:25) - What is In-Bond and how does it work in the UK?
(29:04) - What is a typical return on a investment like this?
(32:24) - Is it hard having appreciation for an asset when the client sees it as a investment?
(33:28) - Can the location of the client make wine challenging to store and ship?
(35:09) - How to start investing in wines?

#ExpensiCon 3: How Iridium Doesn't "Practice" Accounting

Earmark Media — Mon, 10 Jul 2023 15:27:41 -0700

Recorded live at ExpensiCon - In this episode of The Cloud Accounting Podcast, hosts Blake Oliver, CPA, and David Leary talk with Peter and Simon Magner, the founders of Iridium Business Solutions based in South Africa about their entrepreneurial journey, starting from melting chocolate as children to now managing a rapidly growing cloud-based accounting firm. The brothers also detail how they've leveraged global tools like Xero and Expensify to scale their business.

Meet Simon Magner, Managing Director, Iridium
LinkedIn: https://www.linkedin.com/in/simonmagner/
Twitter: https://twitter.com/simoncape

Meet Peter Sean Magner, Sales and Marketing Director, Iridium
LinkedIn: https://www.linkedin.com/in/petermagner/
Twitter: https://twitter.com/peter_magner13

Earmark
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#ExpensiCon

#Expensicon 2: How BDO uses Expensify in Their CAS Practice

Earmark Media — Mon, 26 Jun 2023 13:46:19 -0700

Recorded live at Expensicon - In this episode of The Cloud Accounting Podcast, hosts Blake Oliver, CPA, and David Leary chat with BDO's Jing Cheng and Jinyoung Lee about managing expenses for their mid-market CAS clients, and how they offload their direct client support to Expensify.

Many thanks to Expensify for making this episode possible!
Learn more about Expensify here: https://www.expensify.com/
Learn more about ExpensiCon here: https://expensicon.com/

Earmark
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The Accounting Podcast (formerly Cloud Accounting Podcast)

#ExpensiCon

#Expensicon 1: How Expensify Learned to Scale Support

Earmark Media — Mon, 19 Jun 2023 14:20:08 -0700

Recorded live at ExpensiCon - In this episode of The Cloud Accounting Podcast, hosts Blake Oliver, CPA, and David Leary chat with Expensify's Daniel Vidal to share the company's journey towards revolutionizing their customer support. As Expensify's fast-paced growth led to an influx of millions of users, mostly employees with simple queries, they realized their support, while successful for the majority, failed to cater to the complex needs of accountants. Over the last 18 months, they have focused on transforming their customer support.

Many thanks to Expensify for making this episode possible!
Learn more about Expensify here: https://www.expensify.com/
Learn more about ExpensiCon here: https://expensicon.com/

Meet Daniel Vidal, Chief Strategy Officer at Expensify
LinkedIn: https://www.linkedin.com/in/daniel-vidal-b2314932/
Twitter: https://twitter.com/DanielVidal88

Earmark
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The Accounting Podcast (formerly Cloud Accounting Podcast)

#ExpensiCon

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Earmark Media — Wed, 31 May 2023 13:06:23 -0700