Insightful Accountant

JUNE 11, 2025

The Perfect Storm of Opportunity Since the 2018 Wayfair ruling, businesses operating across state lines face a web of compliance requirements that change constantly. Expand Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential.

General Ledger 52

General Ledger CPA Tax Payroll 52

CapActix

OCTOBER 10, 2023

Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision. Unlike generic accounting solutions available in the market, this software is meticulously crafted to cater specifically to CPA firms and accountants.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

IMA's Count Me

JULY 29, 2019

Five times she was named to the 40 under 40 by the CPA practice advisor and she was recognized four times as one of the most powerful women in accounting by CPA practice advisor and AICPA. The GL is getting every single transaction and the modules are in effect reporting off the general ledger with additional fields from the table.

CPA 40

CPA QuickBooks Financial Statements General Ledger 40

Future Firm

SEPTEMBER 1, 2023

12) Hubdoc Acquired by Xero in 2018, Hubdoc‘s claim to fame is its invoice fetching capabilities. 52) Zendesk Sell Zendesk acquired Base CRM in 2018 which became Zendesk Sell. 110) Simple Salon I’m a sucker for a cpa firms that niches well. It has a super-rich app marketplace as well (including a Xero integration).

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We appreciate you! We've actually talked about that.

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

JUNE 28, 2020

he's a CPA first. In previous years it's been more; it's been over $100 million in 2018 and 2017. The banks are getting general ledgers; general ledgers are becoming- the accounting apps are becoming banks. There's been breadcrumbs along the way; there were questionable behaviors. They're faking their books."

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40