Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. Plus, we review a few daily, weekly, monthly, quarterly, and annual accounting tasks successful firm owners keep tabs on to prevent their teams from getting overwhelmed. You want to avoid catching a discrepancy weeks or months later.

Reconciling 52

Reconciling Accounting Accounting Payroll 52

Cloud Accounting Podcast

JUNE 17, 2021

Thank you, Harry Gottlieb! 24:07 – Microsoft Excel Esports Tournament Is Real And Actually Happening [link] 28:15 – Osome raises $16M to automate repetitive accounting tasks [link] 29:35 – Corporate services “superapp” Osome lands $16M Series A [link] Super app for SMEs Osome raises $16 million [link] 31:00 – Pennylane raises $18.3

Microsoft Excel 40

Microsoft Excel Billing XERO CPA 40

Cloud Accounting Podcast

AUGUST 17, 2020

Oh, we have to talk about the Trump payroll-tax deferral. We kinda skipped that last week because it had just happened, but I wanna talk about that, and the executive action there, and the questions that accountants have. People have been doing this for years, but you're right, why doesn't the accounting software just provide it?

Payroll 40

Payroll Tax Accounting Accounting 40

Nanonets

MAY 7, 2024

  Spreadsheet Reconciliation Spreadsheet software like Microsoft Excel is often used for expense reconciliation. Integrated Reconciliation Integrated reconciliation involves integrating expense reconciliation functionalities into existing accounting or ERP (Enterprise Resource Planning) systems.

Reconciling 52

Reconciling Bank Reconciliation Financial Records Expense Reports 52

Cloud Accounting Podcast

AUGUST 11, 2020

Even when I was at Intuit, we were building an open ecosystem- Blake Oliver: [00:09:22] Right. David Leary: [00:09:22] -to where apps starting to be purchased or functionality is being built into the accounting software. I mean, in the grand scheme of the whole tax space, Intuit doesn't have a monopoly power. I don't know.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

APRIL 28, 2020

Then, it was all hands on deck for a lot of other processes, like financial reporting, or FP&A, or audit prep, or what have you. [00:07:35] The challenges we had was, as we scaled, we added more, and more people to the team. By the time I left, we had about 50 people in accounting. Why do you wanna build accounting software?

Auditing 40

Auditing Bookkeeping XERO Accounting 40

Cloud Accounting Podcast

APRIL 19, 2020

What will another $250 billion that you and I are gonna have to pay back, someday, David, what is that gonna get us? __ This episode of The Cloud Accounting Podcast is sponsored by AccountingSuite. AccountingSuite is cloud accounting software that acts like a customizable ERP system. Blake Oliver: [00:41:14] The tax deadline.

Payroll 40

Payroll Bookkeeping QuickBooks Accounting 40