Millennials Need Helicopter Accountants

With the holidays fast approaching, we talk about new ways to celebrate, at a healthy distance, of course. Inspired by feedback from Leary's theory on why Trump lost, we dive deep into the reasons, and logic behind it. Looking for some great practice management ideas for winning millennial clients? We've got 11 from Ryan Lazanis, founder of FutureFirm. In app news, we talk about how NetSuite's debut of an accounting partner program; Receipt Bank availability on QuickBooks Desktop via Right Networks, and we'll look at Xero's fast growth slowing down, while profits surge. In the world of taxes, Deutsche Bank calls for taxing remote workers for the privilege of working at home, others are considering the benefits of a wealth tax, and Blake sits down with CAP listener, Juventino Gaytan, NAVSEA accountant, to talk more about relocation, income taxes, and more!


Show Notes

03:55 – It’s not too late to cancel Thanksgiving
08:11 – Follow up on Leary's theory about Trump's Loss from last week's episode
12:34 – Blake sheds some light on his discussion with David Barrett, CEO of Expensify
20:32 – The Time Has Come for a True Wealth Tax 

People Who Work from Home Should Pay a New Tax, Economists Suggest
26:50 – Personal banking vs. business banking: Do you need separate bank accounts? | QuickBooks
30:50 – Millennials & Your Firm [Xero Survey]: 11 Key Takeaways
33:28 – My Startup Story: How This Founder Uses Tech to Prove Work-Life Harmony Is Possible For Accountants » Dallas Innovates 
35:57 – Microsoft now lets you bring your own data types to Excel – TechCrunch
43:19 – Receipt Bank now available for QuickBooks Desktop via Right Networks
46:13 – Avalara buys Businesses Licenses LLC for $97M

48:06 – Blake's tax discussion with CAP listener Juventino Gaytan (Tino) 
60:05 – Reviews x 3! Thank you, Vcjgvjgbufbycjg (however you would pronounce that), Nonickname7395, and Jesse Gildesgame

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 -

Limited edition shirts, stickers, and other necessities



BaCo Tech:

Go here to create your classified ad:  

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? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the show notes for the link to get more info and be sure to check out our special stimulus pricing of four episodes for just $100.

Full Transcript Available Upon Request -

Join our newsletter!

Get notified about new episodes and other updates from Blake and David

Got it. You're on the list!
Podchaser - Cloud Accounting Podcast

Copyright © 2020 Blake Oliver