Intuit

SEPTEMBER 9, 2024

Professional Experience ABC Company – Anytown, USA March 2019 – Present Full-Charge Bookkeeper Managed all bookkeeping functions for a mid-sized retail company with $5 million annual revenue. DEF Company – Anytown, USA August 2016 – February 2019 Accounting Assistant Provided comprehensive bookkeeping support to a growing marketing agency.

Bookkeeping

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

Cloud Accounting Podcast

NOVEMBER 18, 2019

You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you! Let them know! Meet Blake in person!

XERO

Cloud Accounting Podcast

OCTOBER 17, 2019

Sponsors Right Networks: [link] Show Notes 00:48 – How can being a Bills fan ever be a bad choice? 01:40 – Fraudster Tip: If you're gonna steal the cash, stash it in your backyard! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

CPA

Cloud Accounting Podcast

DECEMBER 3, 2019

December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities. David Appel, Head of Software and SaaS Vertical, Sage Intacct LinkedIn: [link] Twitter: [link] Episode Art Photo Credit: April Blankenship [link] [link] Get in Touch Thanks for listening and for the great reviews!

CPA

Cloud Accounting Podcast

JANUARY 12, 2020

Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans and budgets in real-time. Show Notes 00:38 – Looking back - how many 2019 predictions came true? That’s J-I-R-A-V dot com.

XERO

Cloud Accounting Podcast

MARCH 21, 2020

Kelly Phillips Erb: [00:00:21] What the bill does is it expands the eligibility for small businesses, meaning those that are under 500 employees to receive loans under the Small Business Act. The way that this- the bill is set up, right now, and again, this is a proposal. This isn't fixed. I do think we're gonna see some kind of check.

Tax

IMA's Count Me

JUNE 21, 2020

I think the bill was, was put out out of necessity, with some speed behind it and with that has come, some fluidity that's been needed as the bill evolves and the guidance evolves, you know, the bill is compounded interim final rules, there's treasury FAQs. Alisha: (01:56) Yeah.

Tax

Future Firm

SEPTEMBER 1, 2023

Bills & Expense Apps Every business has expenses. Simplify your financial management with bills and expense apps that offer the convenience of handling unlimited invoices. AutoEntry was acquired by Sage in 2019, so expect to see some nice synergies if you’re on Sage. Ready to dive in? Check Expensify.

Accounting Software

Cloud Accounting Podcast

SEPTEMBER 29, 2019

02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry, just got acquired by Sage !

CPA

Cloud Accounting Podcast

AUGUST 3, 2020

05:14 – VirBELA – Virtual work platform 08:16 – Congressional Democrats, White House still at impasse over coronavirus bill – Reuters 08:53 – New York Times on U.S. million in payroll in 2019. I was shocked when I heard that CPA firms had received PPP loans. There's a lot of firms that aren't billing for PPP services and stuff.

QuickBooks

Cloud Accounting Podcast

MARCH 30, 2020

So, Congress, this week, got through that giant $2 trillion stimulus bill, which contains individual cash payments in there - $1,200 for individuals, and $2,400 for couples with $500 added for every child. Okay, so that's a little too late to help me with my April bills. I mean, there's so much in the bill. They don't know this.

Accounting

Cloud Accounting Podcast

JULY 7, 2020

That's resurfacing again because now, with COVID, now, businesses are kind of like, "Hey, even more reasons not to take cash." Blake Oliver: [00:04:55] Oh, right, right. David Leary: [00:04:55] So, the bills that are gonna force you to take cash are coming up. He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA.

Tax

Cloud Accounting Podcast

APRIL 11, 2020

But, right now, the SBA is processing in one day what they processed in all 2019. You possibly were in communications, as this bill was getting developed. The business advisor, to the CPA firm can help navigate that with the client. Conflicting information in the two parts of the bill, right? There are issues.

Payroll

Cloud Accounting Podcast

JULY 28, 2020

Republicans just wanna focus the bill on COVID, directly. Hopefully, in our next episode, we'll have an actual bill or a proposal to talk about. [00:14:10] Something related - state CPA societies, and the AICPA are calling for federal relief for state and local governments amid the coronavirus. Again, not that much to report.

Bookkeeping

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Because, as we have discussed in the past, the hiring of CPAs. Well, it's actually not CPAs, it's the hiring of accounting degrees into CPA firms has declined by 30%. So, let's just say, Blake, now, I've busted my ass; I got my experience; I take the test; I'm a CPA. VOICEMAIL! That should be an option.

CPA

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 David Leary: [00:12:11] Which felt like a redo of May of 2019. Blake Oliver: [00:12:11] Yeah. We've got Chime, Wolters Kluwer.

QuickBooks

Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. The accountants aren't getting those agent fees that were supposedly in the bill. He won't go away.

Accounting

Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

Tax

Cloud Accounting Podcast

MAY 18, 2020

carat diamond ring for himself, a 2019 Rolls-Royce Wraith, $40,000 in child support. carat diamond ring for himself, a 2019 Rolls-Royce Wraith, $40,000 in child support. They wanna introduce a bill that. Blake Oliver: [00:00:23] The best part about this, David, is what he spent the money on. Apparently, he spent $1.5

Payroll

Cloud Accounting Podcast

JUNE 28, 2020

They will do your bill pay powered by Bill.com. They'll do payroll that's powered by Gusto for an additional add-on fee - for both the bill pay and the payroll. he's a CPA first. Going Concern was curious, so they went back to the 2019 filings and found out just what that engagement is worth. They use QBO or Xero.

Bookkeeping

Cloud Accounting Podcast

JULY 14, 2020

We do that by helping you understand where your business has been and, most importantly, predict where it's going. Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans, and budgets in real time.

XERO

Cloud Accounting Podcast

JUNE 16, 2020

Do you have clients that are logging into their bank website to manually pay their bills or, even worse, clients that are still handwriting paper checks because the alternatives are either too complicated, or too expensive? The Cash App's revenue was $528 million for Q1 of 2020 and almost triple of what it was in 2019.

QuickBooks

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:18:06] There's a payment service that's targeted towards CPA firms that I've seen that does this, where you can offer your customers the ability to pay in installments, and they'll take on the risk of this. They're going for teams of people that need to automate thousands of bill payments a month.

Payroll

Cloud Accounting Podcast

AUGUST 25, 2020

Is there are some gamble, if you wanna value-bill people, that you're gonna have waste? You have to accept the fact that you might have some wasted conversations with people that maybe aren't the right fit; maybe won't ever value-bill? This was for bookkeeping, and payroll, and bill pay. Here's your tax return.

Accounting

Cloud Accounting Podcast

OCTOBER 1, 2020

I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that. million at the same point in 2019, according to the U.S. Anyway, if you have a CPA license, you're pretty insulated from this.

Accounting