Dext

MARCH 23, 2021

Michael started using Dext in 2015, first as a finance leader, and then in 2016 as the technology on onboarding leader for a Xero Platinum partner. Michael Shafman is a CPA with experience within the full gambit of the accounting world.

Auditing

Cloud Accounting Podcast

JUNE 12, 2018

This is a noticeable increase from 2016, when only 23% had made the jump. Top 10 Accounting Firm IT Survey Surprises — CPA Practice Advisor — An IT survey reports that more than half of midsize and large accounting firms (51%) have outsourced their entire IT infrastructure to the cloud.

General Ledger

Cloud Accounting Podcast

MARCH 9, 2019

15:42 -- Facebook’s Workplace reaches 2M paid users, targets SMBs — ComputerWorld — Workplace by Facebook, the company's enterprise-focused collaboration offering, has seen strong growth since its launch in 2016. It’s so different that the National Taxpayers Union Foundation (NTUF) is calling on Congress to extend the tax filing season.

Accounting

Nanonets

AUGUST 25, 2023

It is important to note that the 'Get Data' feature is only available in more recent versions of Excel (2016 and later). This can be particularly useful when dealing with large text files or complex data. If you're using an older version, you may need to upgrade or try a different method.

Data Entry

Future Firm

SEPTEMBER 1, 2023

2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses. Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. You probably can’t go wrong with the best-known web-based option.

Accounting Software

Cloud Accounting Podcast

JULY 7, 2020

They gave Wirecard an unqualified audit for years 2016 through 2019, while these accounts were supposed to exist. What got weird about that is that the amount in those accounts became so large- it's equivalent to more than a quarter of the total group revenue for Wirecard in the years 2016 through 2019; a quarter of all of their revenue.

Tax

Cloud Accounting Podcast

AUGUST 11, 2020

Accountants and bookkeepers love Relay because they get a partner portal, can manage staff access without compromising security, and enjoy enriched direct bank feeds to QuickBooks Online, and Xero. It's almost like- and even Xero when they bought Hubdoc. They were taken private by Apollo Global Management in 2016 - a deal valued at $4.3

QuickBooks

Cloud Accounting Podcast

JUNE 23, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. David Leary: [00:22:55] Is it just like you're just too busy?

QuickBooks

Cloud Accounting Podcast

SEPTEMBER 22, 2020

plans, debuts ‘Xero on Air’ – Accounting Today 44:10 – A refreshed Xero plan to support small businesses during COVID-19 – Xero Blog 50:14 – TD Rolls Out Online Accounting In Bid For Small Biz Accounts – PYMNTS.com 52:53 – Chime is now worth $14.5 Many, many updates from Xero and QuickBooks, and Square, and TD, the bank.

QuickBooks

Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. They use QBO or Xero. They're a cash-accounting service.

Bookkeeping

Cloud Accounting Podcast

MAY 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. We're back to where we were in April of 2016. [00:42:41] Shutting down is affecting a lot of businesses, even people who can work from home. Next week, will Xero's numbers ever make the cut? This is getting serious.

Payroll

Cloud Accounting Podcast

MAY 26, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Blake Oliver: [00:03:33] Yes. David Leary: [00:03:33] I have the earning season - Xero, Sage, and Intuit have all released earnings. Blake Oliver: [00:09:32] Xero released their earnings first, so maybe we should hit Xero, quickly?

XERO

Cloud Accounting Podcast

OCTOBER 1, 2020

So, what we'll probably see is, in Intuit's numbers, and in Xero's numbers, and probably FreshBooks' numbers, all these entry-level accounting-package numbers, you're gonna probably see a bump in the numbers because when people can't get jobs, they start businesses because you have no other option. I was thinking about this TradeGecko thing.

Accounting