Future Firm

APRIL 4, 2022

In this guide, you’ll learn: How to set up a strategic business plan. How to create your core offering. Marketing your bookkeeping services to find new clients. Picking the right technology. … Table of Contents. Chapter 1: Create a Strategic Plan. Chapter 2: Create & Package Your Core Offerings. Chapter 3: Market Your Services. Launch a website.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

APRIL 3, 2020

The intention of this loan- the intention of these loans is to keep people on payroll. This episode of The Cloud Accounting Podcast is sponsored by Melio Payments. Melio Payments is easy-to-use B2B payments and receivables. Think Venmo, PayPal, or Zelle but for small businesses. To learn more about Melio Payments, and to get your very own Melio.me

Payroll 40

Payroll Bookkeeping Billing Reconciling 40

Future Firm

AUGUST 22, 2022

In no particular order, check out the 17 best accounting practice management software products on the market. Table of Contents. The Basics of Accounting Practice Management Software. The Purpose of Accounting Practice Management Software. Benefits of Practice Management Software. Important Categories to Evaluate. Xero Practice Manager.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Cloud Accounting Podcast

AUGUST 11, 2020

I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." He presented his bill after the fact, and the client accepted it- David Leary: [00:00:28] Which tells me they got a lot of value out of it, and they didn't put up a fuss. He undercharged it. He left value on the table. I don't know.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Nanonets

APRIL 5, 2023

In this article, we will explore the definition of intelligent process automation, its importance in modern businesses, the key technologies involved, benefits, challenges, use cases, and the future of IPA. What is intelligent process automation?

Customer Service 98

Customer Service Account Reconciliation Invoice Processing Payroll 98

Cloud Accounting Podcast

MARCH 30, 2020

To learn more about how the highly rated Minute7 does both and to get three free months by using code "CAP," when you sign up, head over to cloudaccountingpodcast.promo/minute7. Stay tuned to hear more from our sponsor, Brex, later in the episode. __ David Leary: [00:00:20] Have you done any of these "Use Zoom to do a social thing."?

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

MARCH 21, 2020

Today, ClockShark has grown into a highly rated and very-much-loved time-tracking app that is now used by over 5,000 small businesses. Sponsors Bill.com: [link] ClockShark: [link] OnPay: [link] Show Notes 24:54 - Senator Dumped Up to $1.7 Stay tuned to hear more from our sponsor, Bill.com, later in the episode. Kids are just at home."

Tax 40

Tax Billing Payroll Bookkeeping 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Sponsors ADP Marketplace: [link] ClockShark: [link] BQE CORE: [link] Show Notes 04:46 – Turns out, the people who work at Facebook are fighting just as much as the rest of us – Marketplace Tech 11:01 – We've got. VOICEMAIL! Stay tuned to hear more from our sponsor, ADP Marketplace, later in the episode. You said that, in the U.S.,

CPA 40

CPA XERO Budgeting Payroll 40

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.

Accounting 40

Accounting Accounting QuickBooks Tax 40

Cloud Accounting Podcast

APRIL 27, 2020

Expensify Community 55:24 - Art of Accounting: Deciding who to let go - Accounting Today Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.

Tax 40

Tax Accounting Accounting Deposits 40

Cloud Accounting Podcast

SEPTEMBER 15, 2020

Sponsors ADP Marketplace: [link] ClockShark: [link] BQE CORE: [link] Show Notes 05:46 – Melio Raises $144M to keep Small Businesses in Business by Simplifying their B2B Payments – Silicon Valley Daily Melio Payments: Out of stealth with $144 million – Bessemer Venture Partners 06:53 – Is Working Remotely the Future of Finance? –

Tax 40

Tax Payroll Financial Statements QuickBooks 40

Cloud Accounting Podcast

AUGUST 3, 2020

Today, ClockShark has grown into a highly rated and very-much-loved time-tracking app that is now used by over 5,000 small businesses globally. 39:34 – ZenBusiness Acquires Joust, the Leading Fintech for Small Business Entrepreneurs – Business Wire 42:54 – Review! Blake Oliver: [00:00:36] Yeah, it's pretty good, actually.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Now, what is the tax rate on replacing those people with software, and equipment? A2X posts tidy summaries of sales, returns, and fees from Shopify and Amazon directly into QuickBooks, or Xero that will exactly match the deposits that appear in your bank account. CPA Trendlines 42:18 – Does the US tax code favor automation?

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

MAY 10, 2020

Paycheck Protection Program, CARES Act, unemployment insurance, furloughs, layoffs, cash flow, CDC guidance, employee safety, paid leave, tax credits - tracking all of the constantly changing COVID-19-related information for your clients is getting overwhelming. To learn more, head over to cloudaccountingpodcast.promo/onpay.

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

MAY 18, 2020

Then, agents, when they stormed his property to execute a search warrant, they found $80,000 in cash, including $9,400 that Fayne had in his pockets. __ This of episode of The Cloud Accounting Podcast is sponsored by OnPay. OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero.

Payroll 40

Payroll Billing Deposits Auditing 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. 15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept. 15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

MAY 3, 2020

Sponsors Justworks: [link] AccountingSuite: [link] BQE Core: [link] Show Notes 03:34 - Get Down with PPP - YouTube 06:24 - Bankers Rebuke S.B.A. crosstalk] David Leary: [00:01:25] He captured the whole history of everything. The whole month, he just captured in one rap song. Blake Oliver: [00:01:34] I love that so much. That was Steven Zelin.

Payroll 40

Payroll Tax Auditing QuickBooks 40

Cloud Accounting Podcast

JULY 28, 2020

Today, ClockShark has grown into a highly rated and very-much-loved time-tracking app that is now used by over 5,000 small businesses globally. Employees Say It Had Much Bigger Problems. David Leary: [00:00:32] That's it. If not, get out of our space. Go work on avocado toast deliveries. Head over to cloudaccountingpodcast.promo/clockshark.

Bookkeeping 40

Bookkeeping QuickBooks Billing Tax 40

Cloud Accounting Podcast

MAY 26, 2020

Sponsors Bill.com: [link] OnPay: [link] BQE Core: [link] Show Notes 03:07 -- Questions Persist After Release of New Small-Business Loan Rules - WSJ 04:39 – Our first less-than-five-star review? Thanks for the feedback! David Leary: [00:00:24] That's the problem I had was the touting of this being the greatest thing since Tom Brady was born.

XERO 40

XERO Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

OCTOBER 1, 2020

07:41 - No forgiveness: Small businesses still on hook for rescue loans [link] Report: Not One PPP Loan Has Been Forgiven [link] 08:17 - IRS says lenders don’t need to report PPP loan forgiveness [link] 09:08 - Is It Insane to Start a Business During Coronavirus? Millions of Americans Don’t Think So. It feels like it just goes forever.

Accounting 40

Accounting Accounting QuickBooks CPA 40