Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. However, these daily accounting tasks keep you organized, ensure your reporting remains accurate, and make audits much easier. Rather than disappointing your clients, keep your team organized by creating detailed checklists to stay on track.

Reconciling 52

Reconciling Accounting Accounting Payroll 52

Cloud Accounting Podcast

APRIL 28, 2020

Then, it was all hands on deck for a lot of other processes, like financial reporting, or FP&A, or audit prep, or what have you. [00:07:35] The challenges we had was, as we scaled, we added more, and more people to the team. They'll look for the $25 million in the Excel workbook. The hall was very long. This is nuts.

Auditing 40

Auditing Accounting Accounting XERO 40

Cloud Accounting Podcast

JUNE 23, 2020

I [00:35:00] don't know the audit process. That's the conflict of interest inherent in auditing. One of early ones in the QuickBooks world was something called Audit My Books. If you're pushing data, why [00:43:00] not push it into your own general ledger? You can by joining Steve Chase's Excel Bootcamp.

QuickBooks 40

QuickBooks Computation XERO Tax 40