Jetpack Workflow

MAY 19, 2023

You already know about the standard suite of CPA tools available: QuickBooks, Xero, NetSuite, and others. Reliable software tools can make your job easier and scale with you as you grow your firm rather than limit your potential or overcomplicate operations. The Business plan is $24.99/month

CPA 52

CPA Billing Accounting Software Invoicing 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 72

Accounting Accounting XERO CPA 72

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. Blake responds. Blake responds. explored this question earlier this month.

CPA 40

CPA XERO Bookkeeping Services Accounting 40

Jetpack Workflow

JULY 19, 2024

If you want a more modern and productive accounting firm, there are certain categories of software that you should consider implementing into your workflows. QuickBooks Intuit’s QuickBooks Online is a leading cloud-based accounting software where users can record financial transactions, pay bills, send invoices, and track expenses.

CPA 52

CPA Payroll Accounting Accounting 52

CapActix

FEBRUARY 27, 2025

Businesses using accounting software like QuickBooks, Xero, or FreshBooks can easily pull these reports. Hiring a Professional Tax Preparer or CPA For businesses with complex tax situations, hiring a Certified Public Accountant (CPA) or professional tax preparer is a smart investment.

Tax 52

Tax CPA Financial Records Auditing 52

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

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. And then the last one, the one that I've been keeping my eye on a lot is XERO.

Accounting Software 40

Accounting Software Accounting Accounting QuickBooks 40

accountingfly

AUGUST 22, 2024

Sign up now to receive the full list of top accounting candidates available weekly!

CPA 52

CPA Accounting Accounting XERO 52

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.

Outsourced Bookkeeping 98

Outsourced Bookkeeping Bookkeeping QuickBooks Bookkeeping Services 98

accountingfly

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

CPA 52

CPA Accounting Accounting Financial Services 52

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. Xero Practice Manager.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

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

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 ! 16:09 -- The Worst-Kept Secret About QuickBooks Online | Forbes — David says that Gene Marks nailed the key point about cloud accounting price increases way back in 2015. 02:29 -- We got another review!

Accounting 40

Accounting XERO Accounting CPA 40

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

MAY 12, 2019

This episode is sponsored by Xero. Xero Roadshow is coming to a city near you. Expand your knowledge and keep up with all things Xero. Show Notes 01:41 - Nicolas Cage Ponies Up $6.25 Million to Pay Back Taxes—But How Much Does He Still Owe? |

Tax 40

Tax XERO QuickBooks CPA 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.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping Accounting 52

Outsourced Bookeeping

JANUARY 30, 2025

Software Compatibility Most remote bookkeeping solutions use accounting software such as QuickBooks, Xero, FreshBooks, or Wave. Confirm that the selected service operates on the same accounting software as your business or can efficiently merge with a new system.

Virtual Bookkeeping 52

Virtual Bookkeeping Bookkeeping Services Bookkeeping Outsourced Bookkeeping 52

Cloud Accounting Podcast

NOVEMBER 2, 2019

Connect with our guests Jose Zavala LinkedIn: [link] Twitter: [link] Email: jzavala@ZTXadvisors.com More About the Xero Virtual Hour: [link] Tony Martinez LinkedIn: [link] Website: [link] Email: antonio.martinez@latinotaxpro. 26:54 – Jose may have the world’s longest social media profile!

XERO 40

XERO Bookkeeping Services Bookkeeping CPA 40

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 Accounting Software 59

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. A popular CRM for mostly larger accounting firms, it offers powerful features like lead tracking, task management, and workflow automation. CapsuleCRM.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

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 Financial Records 40

IMA's Count Me

APRIL 19, 2020

Oh, I got to talk to my accountant and I talked to my tax rep, I talked to my CPA. So I was actually on the surge (Just want to make sure that is the appropriate way to spell the Podcast title) podcast with JJ, the CPA, and what are the conversation or topics we hit on there was invoicing. A lot of clients see us as an expense.

Accounting 40

Accounting Accounting Billing CPA 40

Future Firm

SEPTEMBER 1, 2023

If you want to see the best cloud accounting software apps all in one place, then you’ll LOVE this ultimate list. In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

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

Future Firm

APRIL 10, 2022

When you connect different pieces of software together, data can flow seamlessly from one app to the next, which allows you to achieve more automated workflows. As artificial intelligence and machine learning evolves in accounting, it is becoming more and more able to predict the future. Tip 2: Leverage App Integrations.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

Cloud Accounting Podcast

AUGUST 3, 2020

Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. I'm gonna read the letter, itself - Accounting firms should repay PPP loans - "As a practicing CPA I was glad to see July 15 finally arrive and signal the end of a long busy season. It's a letter to the editor. What does that mean?

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

JUNE 17, 2021

If you're looking to relocate, we've got the list of the best cities for accountants, and we'll talk about the Microsoft Excel Esports Tournament! In app news, more raises from accounting software + services startups Osome, and Penny Lane.

Microsoft Excel 40

Microsoft Excel Billing XERO CPA 40

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. I saw that press release.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MAY 3, 2020

He's a CPA. Blake Oliver: [00:02:03] Oh, yeah, yeah. __ This episode of The Cloud Accounting Podcast is sponsored by AccountingSuite. AccountingSuite is cloud accounting software that acts like a customizable ERP system. The round-the-clock support team is standing by with dedicated support just for accountants.

Payroll 40

Payroll Tax Auditing QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept. 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 Let's move on.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Blake Oliver: [00:03:42] So, when do I get my Xero integration, is my question. It's getting out there - accountants features for Melio. That should be an option. Because, as we have discussed in the past, the hiring of CPAs. VOICEMAIL! It's a little- it's scary to release a new offering, right? I wish that was an option.

CPA 40

CPA XERO Budgeting Accounting 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 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

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 40

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

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

MAY 10, 2020

OnPay is an easy-to-use full-service payroll, and HR software that is the right fit for all your clients, whether they have just one or 500 employees. OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. I don't know how accountants and bookkeepers. It's starting to get legs.

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

JULY 14, 2020

access to Trump taxes, blocks House – Accounting Today 33:57 – Why Doing Taxes is So Hard - YouTube Get in Touch Thanks for listening and for the great reviews! Now, they're now they're tracking the Top-100 accounting firms who've taken out PPP loans, because that's in the data, as well. Blake Oliver: [00:12:12] Yes.

XERO 40

XERO QuickBooks Tax Billing 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. 169: It was Bird, not Lime!

Payroll 40

Payroll Bookkeeping Accounting Accounting 40