Cloud Accounting Podcast

JUNE 13, 2019

FloQast was built by accountants for accountants to help them close faster and more accurately. 01:56 - What's the value of the CPA these days? The bottom line: Teams relying on FloQast on average close three days faster. Learn more. Follow and tweet @BlakeTOliver and @DavidLeary.

CPA 40

CPA QuickBooks Accounting Software Invoicing 40

Future Firm

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Table of Contents How Do You Value an Accounting Practice?

CPA 52

CPA Accounts Receivable Accounts Receivable Account Receivables 52

Cloud Accounting Podcast

AUGUST 30, 2023

Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers.

Accounting 67

Accounting Accounting XERO CPA 67

IMA's Count Me

AUGUST 9, 2020

In this episode, Andrew shares a perspective on various accounting software options, and how it can enhance work productivity to ultimately lead to a more profitable business. So a lot of the software, you can access it on your phone. We've gone with QuickBooks online, just across the board for everybody.

Accounting Software 40

Accounting Software Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

DECEMBER 8, 2019

Sponsors Intuit QuickBooks [link] Show Notes 01:35 – Let's meet The Canadians! accounting software developers. accounting software developers. Some listen; some don’t. Some listen; some don’t. We appreciate you! Meet Blake in person!

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QuickBooks CPA Payroll Collections 40

Future Firm

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

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Outsourced Bookkeeping Bookkeeping Bookkeeping Services QuickBooks 98

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE?

Accounting 52

Accounting Accounting QuickBooks XERO 52

Cloud Accounting Podcast

JUNE 16, 2019

Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 8:42 — A listener asks if the CPA is worth it. Looks like H&R Block will be competing with QuickBooks Live? Blake responds.

CPA 40

CPA XERO Bookkeeping Services Accounting 40

Jetpack Workflow

JUNE 1, 2023

In this article, we share some of the most common services accounting firms outsource, reveal the best accounting firms for outsourcing, and provide some questions to help you find the right partner for your firm. Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

CapActix

MARCH 23, 2023

Efficiency of Operations Advanced accounting software makes managing cash flow statements, ledgers, and other finance operations easy and efficient. Cloud-Based Accounting Accounting & CPA firms earn higher year-after-year revenue and acquire 5X more customers with cloud-based accounting.

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Cloud Accounting Podcast

APRIL 7, 2019

08:13 -- So given that employees want unlimited PTO, how many CPA firms offer this benefit ? According to a 2018 survey, about half of major firms (75+ CPAs) have stopped tracking vacation time. For firms with fewer than 75 CPAs, fewer than 1 in 5 offer unlimited PTO. For one thing, the taxi companies finally have apps.

CPA 40

CPA Virtual Bookkeeping Account Reconciliation Accounting Software 40

Nanonets

APRIL 29, 2024

Integration with Existing Systems : Ensure that the software integrates seamlessly with your organization's existing financial systems, such as ERP (Enterprise Resource Planning) or accounting software. This facilitates data flow and minimizes disruptions to your current workflows.

Reconciling 52

Reconciling General Ledger Bank Reconciliation Auditing 52

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! Interested in sponsoring the Cloud Accounting Podcast? Thank you!

XERO 40

XERO QuickBooks CPA Payroll 40

Less Accounting

MARCH 16, 2023

QuickBooks Live Bookkeeping QuickBooks does offer virtual bookkeeping services in addition to its software. Access to use the QuickBooks Online software is an additional cost. This includes access to a CPA for all your accounting and tax questions. We’re here to help.

Bookkeeping 52

Bookkeeping Outsourced Bookkeeping Virtual Bookkeeping Bookkeeping Services 52

Cloud Accounting Podcast

JUNE 10, 2019

Sponsor Xero: [link] Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 03:25 -- Canopy releases professional tax prep software | Accounting Today — Practice management software developer Canopy announced general availability Tuesday of Tax Prep, its professional tax preparation software.

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XERO CPA Accounting Accounting 40

Cloud Accounting Podcast

MAY 12, 2019

37:40 - How New Accounting Grads Can Tune Up Their Diversity BS Detectors | Going Concern 42:57 - Everyone’s Income Taxes Should Be Public | New York Times 47:59 - Subscribe to Cloud Accounting Podcast show notes 49:16 - Don't miss the Desktop Accounting Podcast!

Tax 40

Tax XERO QuickBooks CPA 40

Future Firm

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. 8 Main Features Your Accounting CRM Needs. Specializing in QuickBooks, you can automate your CRM processes and improve customer experience using this software for small businesses. Method CRM.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

CapActix

OCTOBER 10, 2023

That’s where the best accounting software for CPAs and accounting firms comes into play. Unlike generic accounting solutions available in the market, this software is meticulously crafted to cater specifically to CPA firms and accountants. million ( Source : Finances Online ).

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Jetpack Workflow

DECEMBER 4, 2023

Hiring Challenges It’s no secret the accounting industry has struggled to hire new employees lately. Qualified accountants are in short supply in the United States, making it difficult for CPA firms to fill vacancies as staff members retire or leave to follow a new career path.

Accounting 59

Accounting Accounting Budgeting Bank Reconciliation 59

5 Minute Bookkeeping

DECEMBER 23, 2021

Step 2: QuickBooks Online training and certification. While the bookkeeper training will help you grasp the theory and the rules of doing bookkeeping, part of how to get started as a virtual bookkeeper is learning to use accounting software. My software of choice is QuickBooks Online. I highly recommend them!

Virtual Bookkeeping 52

Virtual Bookkeeping Bookkeeping QuickBooks Certified Bookkeeper 52

CapActix

APRIL 30, 2023

In this digital world, QuickBooks is a comprehensive bookkeeping and accounting software that is helping numerous businesses to smoothly record their finances. QuickBooks accounting software is highly popular and loaded with numerous features – from bank integration to bookkeeping services.

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QuickBooks Reconciling Accounting Software Bookkeeping Services 98

Cloud Accounting Podcast

NOVEMBER 2, 2019

Interested in sponsoring the Cloud Accounting Podcast? November 5-8: QuickBooks Connect in San Jose November 5: Practice Ignition PreCon Party in San Jose November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose December 9-11: Digital CPA Conference in Seattle Limited edition shirts, stickers, and other necessities.

XERO 40

XERO Bookkeeping Services Bookkeeping Tax 40

Future Firm

JULY 11, 2023

Academic Background A bachelor’s degree in accounting, finance, or a related field. Advanced degrees and designations such as a Master’s in Accounting, CPA, or an MBA can give candidates an edge. Experience Seek candidates with practical experience in accounting or finance roles. Why Join Us?

Accounting 40

Accounting Accounting Financial Analysis Microsoft Excel 40

CapActix

NOVEMBER 11, 2022

In this digital world, QuickBooks is a comprehensive bookkeeping and accounting software that is helping numerous businesses to smoothly record their finances. QuickBooks accounting software is highly popular and loaded with numerous features – from bank integration to bookkeeping services.

QuickBooks 52

QuickBooks Reconciling Bookkeeping Services Accounting Software 52

IMA's Count Me

FEBRUARY 23, 2020

And so I was doing QuickBooks data entry mostly and I had some clients on the side. A lot of what I did, I would say 80% of what I did was keying in transactions into QuickBooks from PDF bank statements are actually more likely printed ones at that point. It's all the same concept. That's the promise of it. Like how would you function?

QuickBooks 40

QuickBooks Bookkeeping Computation Data Entry 40

Future Firm

AUGUST 22, 2022

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. In no particular order, check out the 17 best accounting practice management software products on the market.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

IMA's Count Me

SEPTEMBER 4, 2019

You can be a CPA, CMA, any, any of of the alphabet soup, right? There are teams right now in all of the big accounting software firms that are actually working on how to build some characteristics of blockchain into their current software, right. But it's that idea of, of harnessing these tools finally, right?

Accounting 40

Accounting Accounting CPA Corporate Finance 40

Future Firm

APRIL 4, 2022

While you have a ton of different excellent cloud accounting software apps to choose from , in Chapter 5, I provide specific technology recommendations for two cloud accounting apps that you should start with. Include these bookkeeping apps in your productized accounting and bookkeeping services. QuickBooks Online.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

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. I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." I don't know. It's just not that great.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Nanonets

JANUARY 17, 2024

In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key. Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Cloud Accounting Podcast

FEBRUARY 15, 2024

Sponsors Relay - [link] FreshBooks - [link] Airbase - [link] Chapters (00:29) - Welcome to the show (03:24) - Finance worker pays $25 million after video call with a deep fake of company CFO (08:54) - Is QuickBook taking tax accountants' jobs? (16:23)

Tax 60

Tax QuickBooks Small Business Accounting CPA 60

Cloud Accounting Podcast

OCTOBER 20, 2022

link] 48:00 – QuickBooks named as most puzzling app to navigate according to Google searches | Accounting Today [link] 50:04 – SURVEY: How Many Monitors on Your Desk? - CPA Trendlines [link] 54:20 – It's Lonely in the Metaverse: Decentraland’s 38 Daily Active Users in a $1.3B

CPA 40

CPA QuickBooks Accounting Software Accounting 40

Cloud Accounting Podcast

APRIL 3, 2020

By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online. So, that's a different number. If you have been paying payroll tax, you'll have all of that. That's really what they want.

Payroll 40

Payroll Bookkeeping Billing Reconciling 40

Cloud Accounting Podcast

AUGUST 24, 2022

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 1:46 – ?Big Trada by @QuickBooks" [link] What is @intuit's play here? Big news from David Leary and Blake Oliver! ? so confusing. We appreciate you!

Microsoft Excel 40

Microsoft Excel Tax CPA QuickBooks 40

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%. I was fortunate enough that in my small-town high school in North Dakota, we had three years of accounting. VOICEMAIL! That should be an option.

CPA 40

CPA XERO Budgeting Payroll 40

Future Firm

APRIL 10, 2022

As artificial intelligence and machine learning evolves in accounting, it is becoming more and more able to predict the future. And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position.

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Accounting Accounting Bookkeeping XERO 111

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. Because ADP Accountant Connect was designed by accountants for accountants, it includes so much more.

Accounting 40

Accounting Accounting Auditing QuickBooks 40