Jetpack Workflow

APRIL 25, 2024

After starting his career in a top 100 accounting firm, Jordan gained valuable experience in financial statement reviews, compilations, audits, and tax returns. In 2019, Jordan took a bold step by acquiring a small legacy firm, leveraging an SBA loan to kickstart his entrepreneurial journey.

Financial Statements 59

Financial Statements CPA Tax Accounting 59

Jetpack Workflow

OCTOBER 12, 2023

There is also a discussion about David’s experience using TurboTax Live for their tax return and discuss the importance of pricing in the accounting industry. The podcast covers various accounting topics, including technology, AI, remote work, the 150-hour rule, politics, IRS, and Congress.

Bookkeeping 64

Bookkeeping Small Business Accounting CPA QuickBooks 64

Cloud Accounting Podcast

SEPTEMBER 18, 2019

14:46 – The full operation - seed to sale - has the most tax benefit for local agencies in California. If you're using for medicinal purposes, be sure to bring proof when you visit a retail cannabis store 25:23 – Accountants, do your cannabis clients a favor - learn, understand, and offer the tax piece , too!

Tax 40

Tax Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

NOVEMBER 20, 2019

Intacct offers insight from both perspectives 11:48 – Sage's Accountants Program offers extensive training and certifications to get them prepared to use the Intacct platform effectively 14:21 – It can't be that hard to satisfy accountants, can it.? Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.

Accounting 40

Accounting Accounting CPA Financial Services 40

Cloud Accounting Podcast

MAY 29, 2019

Subscribe Apple Podcasts: [link] Spotify: [link] Google Play: [link] Stitcher: [link] Overcast: [link] David and Blake catch up with Kenji Kuramoto, CPA, at the 2019 Accounting Salon in New Orleans. The firm employs direct sales methods more similar to those of a B2B software startup than a CPA firm.

CPA 40

CPA Accounting Accounting Bookkeeping 40

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 40

CPA Accounting Accounting Payroll 40

Cloud Accounting Podcast

MAY 27, 2019

Also, one controller used the IRS to steal $2.8M, TurboTax uses a “military discount” to trick troops into filing their taxes, Senator Warren is on the attack against Intuit, QuickBooks Live plans to scale rapidly to 500 ProAdvisors, Baltimore is held hostage by ransomware, and why blockchain is all talk in accounting (at this point, anyway).

XERO 40

XERO QuickBooks CPA Accounting 40

Cloud Accounting Podcast

JANUARY 31, 2019

— Kelly Mann (@TheCPAMann) January 24, 2019 Why we are calling for the definition of the word ‘accountant’ to be changed — Xero — Xero is calling for The Oxford English Dictionary to "change its out of date definition of the word ‘accountant’ to something that truly reflects what it means to be an accountant in 2019."

Expense Reports 40

Expense Reports XERO CPA Payroll 40

Cloud Accounting Podcast

AUGUST 19, 2019

18:18 – Meet the winners of CPA Practice Advisor’s Tax & Accounting Technology Innovation Awards , which includes a win for BQE Software – one of our sponsors. AI workload | The Verge 27:14 – What’s behind the allure of hiring non-accounting grads at CPA firms ?

CPA 40

CPA XERO Bookkeeping QuickBooks 40

Cloud Accounting Podcast

DECEMBER 30, 2020

Sponsors OnPay: [link] ClockShark: [link] Financial Cents: [link] Show Notes 4:05 - 2019 Predictions! Thank you, Mrs. ShannyBanany , and some CPA in a small bookkeeping firm, aka 10594816 ! Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

CPA 40

CPA Bookkeeping Computation AP 40

Cloud Accounting Podcast

AUGUST 30, 2019

01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019? Why there’s more value-add when books are done for the business, not just the tax return | AccountingWEB Connect with Meghan Blair-Valero Twitter: [link] LinkedIn: [link] Get in Touch Thanks for listening and for the great reviews!

Bookkeeping 40

Bookkeeping CPA XERO QuickBooks 40

Cloud Accounting Podcast

OCTOBER 18, 2019

Sponsors OnPay: [link] Show Notes 00:56 – How much pain has the Tax Cuts and Jobs Act caused? | 09:14 – Cruisin' on down the highway - QBO now offers mileage tracking | Insightful Accountant 09:57 – BQE Core is also offering mileage tracking | BQE 11:07 – David’s #1 prediction of 2019 comes true!

AR / AP 40

AR / AP XERO CPA Deposits 40

Cloud Accounting Podcast

OCTOBER 17, 2019

05:26 – Time really is money, especially if your employees steal it 06:38 – Hook, line, and sinker, as a small-biz owner, you're fully liable for all tax obligations, regardless of whether you've been defrauded. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

CPA 40

CPA QuickBooks Payroll Billing 40

Cloud Accounting Podcast

DECEMBER 8, 2019

December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities TeePublic Store: [link] Subscribe Apple Podcasts: [link] Spotify: [link] Google Play: [link] Stitcher: [link] Overcast: [link] Episode Art Photo Credit: Will Farnell [link] [link] Good day, eh? accounting software developers.

QuickBooks 40

QuickBooks CPA Payroll Collections 40

Cloud Accounting Podcast

MARCH 9, 2019

02:48 -- Intuit Expert Connections — Intuit ProConnect — Thanks to one of our listeners for sending over a link to this “still in concept phase” offering for tax professionals. It’s so different that the National Taxpayers Union Foundation (NTUF) is calling on Congress to extend the tax filing season. 20:06 -- Remote control?

Accounting 40

Accounting Accounting Tax XERO 40

Cloud Accounting Podcast

FEBRUARY 23, 2019

Recap of Botkeeper coverage and fallout, new questions, and the ethics of disclosing offshoring (00:53) In the previous episode , Blake and David discussed an email from Botkeeper CEO Enrico Palmerino to the firm’s accountant & CPA partners. 15:18) Why does this matter? First I've seen on a client.

QuickBooks 40

QuickBooks CPA Bookkeeping Tax 40

Cloud Accounting Podcast

AUGUST 6, 2019

Sponsors Halon Tax: [link] TOA Global: [link] LivePlan: [link] Shownotes 02:25 – Shawn explains the difference between a linear accountant and an exponential accountant 04:24 – Get stuff done! For details, read the prospectus.

XERO 40

XERO Record Keeping CPA Tax 40

Cloud Accounting Podcast

JULY 7, 2020

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. He's a CPA, PFS, and CGMA. Let's talk about Tax Day.

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

NOVEMBER 12, 2019

Business Wire 23:14 – Bankifi is throwing down the Banking-as-a-Service gauntlet | Forbes 27:11 – Is another tax software company getting ready to bite the dust? December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities. Meet Blake and David in person!

QuickBooks 40

QuickBooks Bookkeeping Deposits Payroll 40

Cloud Accounting Podcast

SEPTEMBER 7, 2019

| ProPublica 39:18 -- A deeper dive into the ransomware/insurance connection | ProPublica 40:01 -- It’s not what you do, it’s why you do it | CPA Trendlines 43:43 -- Survey says: so long soft skills, bring on the tech! | Accounting Today 45:51 -- News of the Weird: Liberty Tax, Sears Hometown, and Vitamin Shoppe make strange bedfellows !

CPA 40

CPA Tax Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 10, 2019

In June 2019, thousands of LA dockworkers marched against the rise of the robots | CNN Business 34:58 – According to a Pew Research Survey, 85 percent of Americans support policies for robot restriction 35:38 – It’s gonna get far worse, before it gets better. 23:56 – Does your firm utilize collab tools that include instant messaging? |

QuickBooks 40

QuickBooks Bookkeeping CPA Tax 40

IMA's Count Me

JUNE 21, 2020

Mazars USA LLP is a global accounting, advisory, audit, tax, consulting firm assisting clients in the most competitive industries in the world. John Confrey, CPA has more than 7 years of public accounting experience, providing attest and advisory services primarily in the real estate industry for both public and private companies.

Tax 40

Tax CPA Billing Payroll 40

IMA's Count Me

APRIL 11, 2021

I know that, actually I was the co-author of I believe what was the last agenda request item to the FASB back in 2019, specifically on this issue. And I do know that in 2019 and 2020, FASB has come out and basically said, that it's not material enough yet for them to be bothered basically.

Accounting 40

Accounting Accounting AR / AP AR 40

IMA's Count Me

SEPTEMBER 4, 2019

If you recall, Sean recently received the New Jersey society of CPAs, 2019 ovation award in innovation and as an expert in technology, blockchain and data analytics. Tax returns are important from a compliance point of view and all the rest. Now again, the audit function and the tax function are cornerstones of what we do.

Accounting 40

Accounting Accounting CPA Corporate Finance 40

CapActix

OCTOBER 10, 2023

This advanced software offers a comprehensive range of features, including payroll management, report generation, expense tracking, and even tools for auditing and tax preparation support. Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Future Firm

SEPTEMBER 1, 2023

AutoEntry was acquired by Sage in 2019, so expect to see some nice synergies if you’re on Sage. If you want to include mileage as a tax deduction, you have to painfully track your business trips. 110) Simple Salon I’m a sucker for a cpa firms that niches well. Say goodbye to traditional double-entry systems. Check Expensify.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

APRIL 28, 2019

02:33 -- Scroll to the comments of this review on The College Investor for some pretty scathing reviews of Visor, the $99 tax prep service we covered in the last episode of the Cloud Accounting Podcast (they did not have a good busy season). Leave us a review on iTunes and we’ll read it on the air.

QuickBooks 40

QuickBooks Bookkeeping XERO CPA 40

Cloud Accounting Podcast

MARCH 21, 2020

David Leary: [00:02:39] So, last week, all this tax change, and deadlines, and all these things kept coming out, and I was like, "Oh, I should get Kelly on again." She writes for Forbes, and she writes for Bloomberg Tax. This hasn't been finalized yet," from the tax situation. I regale them with tax stories.

Tax 40

Tax Billing Payroll Bookkeeping 40

Cloud Accounting Podcast

MARCH 30, 2020

Oh, by the way, the three-week number, that's only for people who already have direct deposit setup through their tax filing. So, if they filed 2019 tax returns, and they have direct deposit turned on, Steven Mnuchin is saying you're gonna get your money in three weeks. I guess it's through payroll tax credits.

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Blake Oliver: [00:09:42] We did that deliberately with our last episode, with the payroll tax deferral. There's a canton in Switzerland that is now accepting taxes in Bitcoin, that's pretty cool. Because, as we have discussed in the past, the hiring of CPAs. VOICEMAIL! That should be an option. I wish that was an option.

CPA 40

CPA XERO Budgeting Payroll 40

Cloud Accounting Podcast

JUNE 28, 2020

You get 24/7 on-demand view of your books, automated daily bookkeeping, transactions classified daily; bank, credit card, loan, and payroll reconciliations; annual tax depreciation; expert-checked monthly P&L, and expert-checked monthly balance sheet. he's a CPA first. They need help with local tax issues. That just happens.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

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. 8 – Conceptual Framework for Financial Reporting. That should be interesting. You'll have to let me know.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

AUGUST 25, 2020

All right let's talk about what's going on with tax, IRS, payroll tax. million Americans are getting a tax refund interest. They're gonna pause these collections notices while they work through their backlog. [00:19:21] That was causing a ton of confusion for tax preparers and for their clients. The ACLU is against it.

Accounting 40

Accounting Accounting QuickBooks Tax 40

Cloud Accounting Podcast

APRIL 11, 2020

But, right now, the SBA is processing in one day what they processed in all 2019. The business advisor, to the CPA firm can help navigate that with the client. It's somebody who has a finance professional, or a CPA, who can mobilize them very quickly, but that is- Erik Asgeirsson: [00:34:44] That's right. There are issues.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

SEPTEMBER 1, 2022

in late fees from pandemic | Accounting Today [link] IRS relieves penalties for 2019 and 2020 [link] 47:23 – KPMG to relocate NYC HQ as it downsizes office space | Accounting Today [link] 48:39 – Voicemail from Tyler Otto – Thank you! (1) davidleary on Twitter: "YES, YOU NEED TO FIND A NEW #Accountant!!!

XERO 40

XERO QuickBooks Auditing CPA 40

Cloud Accounting Podcast

AUGUST 3, 2020

There's no alignment on any pieces of this - the tax breaks for businesses, stimulus checks, unemployment benefits. There's a form called Form 3115, which you file with your income tax return to change your accounting method from cash to accrual, vice versa. million in payroll in 2019. The Democrat plan has zero; zero of a $3.4

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

JUNE 8, 2020

AccountingWEB 06:57 - Racial Disparities and the Income Tax System – Tax Policy Center 09:07 - [OC] People Killed by Police Forces (Annual rate per 10 million people) - Reddit 11:28 - Police Unions And Civilian Deaths - NPR 12:41 - The Illusion of Race-Neutral Tax Policy - ITEP 13:41 - Executive at top U.S.

Tax 40

Tax XERO Payroll QuickBooks 40