Cloud Accounting Podcast

OCTOBER 17, 2023

Replacing Disastrous ERP System [link] ISU switch to Workday accounting delayed state financial report [link] Iowa ends contract with Workday, company chosen without traditional competitive bidding [link] Exclusive: Iowa's late reporting jeopardized universities' federal funds [link] If Amazon can’t make Workday work, who can?

Bank Reconciliation 49

Bank Reconciliation CPA Financial Reporting Billing 49

Jetpack Workflow

JUNE 1, 2023

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. If this service is offered, the outsourced firm can provide you with accurate financial statements and custom reporting, which your clients can present to their internal team and external stakeholders.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

Future Firm

APRIL 4, 2022

Financial statements preparation? If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. There’s a reason why I stopped most other marketing activities to focus on blogging as a primary strategy to find new clients after my first year of starting a cpa firm.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

OCTOBER 1, 2020

I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that. Millions of Americans Don’t Think So. Keeping an eye on your clients' cashflow is now more important than ever.

Accounting 40

Accounting Accounting QuickBooks CPA 40

Cloud Accounting Podcast

JULY 7, 2020

I've got follow up on Wirecard, the Ernst & Young audit that apparently did not detect $2 billion in money that was missing. David Leary: [00:04:18] I've got some Wirecard, as well. Blake Oliver: [00:04:19] IRS news, appropriate for Tax Day coming up. He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA.

Tax 40

Tax Auditing Deposits Accounting 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

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

MAY 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Well, do you remember how Mnuchin was threatening to audit every business that got a PPP loan? Then, they started saying that everybody's gonna get audited potentially. So, you're not gonna get audited.

Payroll 40

Payroll Billing Deposits Auditing 40

Cloud Accounting Podcast

MARCH 30, 2020

Under 30-minute set-up template - you've got a three-way financial statement forecast for the next 12 months. The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. It all needs to get pushed past July 15.

Accounting 40

Accounting Accounting Payroll Billing 40