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How to Run a Successful Virtual Accounting Firm w/Lisa Wolfson Jones

Jetpack Workflow

Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. Learn more and book your demo here. The power of daily check-in meetings.

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Chart of Accounts – How to Get Organized & Efficient

AvidXchange

Accessing the QuickBooks Chart of Accounts If you’re one of the many small to medium-sized enterprises that uses QuickBooks to manage your books, you’ll be relieved to know that sample charts of accounts for QuickBooks are available. Alternatively, you could press “CTRL+A” on your keyboard while using QuickBooks.

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Tipalti vs. BILL: Software Guide for AP & Finance Teams

Nanonets

Tipalti is a finance automation platform that has been around since 2010. Part of the account settings for any enterprise user revolve around tax form collection for payees. This feature makes tax season simple, ensuring that every transaction abides by federal and state tax regulations.

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General Ledger (GL): Definition, Significance, Implementation

Nanonets

Tax Compliance and Benefits : The GL ensures that every penny of income and expense is accounted for, making tax filing less of a headache. Moreover, it can help identify potential tax deductions and credits, ensuring you're not leaving money on the table. Tax Management : Support for various tax rates and jurisdictions.

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Ep. 50: Blake Oliver - So what's the big deal about the Cloud?

IMA's Count Me

And so I was doing QuickBooks data entry mostly and I had some clients on the side. A lot of what I did, I would say 80% of what I did was keying in transactions into QuickBooks from PDF bank statements are actually more likely printed ones at that point. So their clients, they don't want to just be filling out a tax return.

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Tax Day is July 15. Still

Cloud Accounting Podcast

I've got follow up on Wirecard, the Ernst & Young audit that apparently did not detect $2 billion in money that was missing. David Leary: [00:04:18] I've got some Wirecard, as well. Blake Oliver: [00:04:19] IRS news, appropriate for Tax Day coming up. 2 Was Key to the Firm’s Rapid Rise. . - PPP, of course, is still in the news.

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