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?

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Accounting Accounting QuickBooks XERO 52

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.

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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!

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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!

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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? |

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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!

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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.

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Accounting Accounting Budgeting Bank Reconciliation 59

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 ).

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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.

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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.

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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?

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Accounting Accounting Financial Analysis Microsoft Excel 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.

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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

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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

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.

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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.

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QuickBooks Microsoft Excel Billing Payroll 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.

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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!

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Microsoft Excel Tax CPA QuickBooks 40

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.

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Cloud Accounting Podcast

AUGUST 25, 2020

Sponsors AccountingSuite: [link] LivePlan Bootcamp: [link] BQE CORE: [link] Show Notes 04:33 – One of this week's voicemail messages – Shana 06:40 - Increase your restaurant profits by tracking fiscal weeks in QuickBooks Online Advanced – Intuit QuickBooks 08:16 - Xero and TriNet provide full-service HR solutions to U.S.

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Accounting Accounting QuickBooks Tax 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.

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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?

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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.

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Tax XERO Payroll QuickBooks 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.

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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.

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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. Blake Oliver: [00:23:20] Xero has released a chart of accounts templates in Xero HQ. It's crazy.

Payroll 40

Payroll Tax Accounting Accounting 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.

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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!

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Payroll Bookkeeping QuickBooks Accounting 40

Cloud Accounting Podcast

JUNE 16, 2020

PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. I wanna talk about neobanks, because Wave launched a bank; Wave accounting software. Accounting apps are becoming banks; banks are becoming accounting apps. It's just gonna be the built-in bank account.

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QuickBooks Bookkeeping XERO 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.

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