Xero

JANUARY 30, 2024

Property investment accounting, or landlord accounting, manages your property portfolio assisting with tax compliance and return on investment. Here’s some tips, tricks, and insights to help you understand what’s involved, and how Xero can help you manage all your property finances in one place , giving you the freedom to free swim!

XERO 238

XERO Accounting Accounting Bank Reconciliation 238

Xero

NOVEMBER 30, 2022

Here are the latest features we’ve introduced to new reports: We’re introducing a current financial year by month report as well as a Bank Reconciliation report pack. You can now add a Cash Summary report and Executive Summary to report templates in Xero HQ. Other new features in Xero. Changes to XPM and Xero HQ — Global.

XERO 207

XERO Payroll Bank Reconciliation Tax 207

Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. Helping you navigate sales tax in the US.

XERO 191

XERO Reconciling Bank Reconciliation Tax 191

accountingfly

APRIL 25, 2024

FTE Senior Accountant | Candidate ID #19665998 Certifications: NA Education: BS Business Administration Accounting Experience (years): 20 years accounting experience Work experience (detail): 15 in public accounting working with SMBs and nonprofits Full outsourced accounting and financial reporting services 5 years industry at accounting manager, (..)

CPA 52

CPA XERO Accounting Accounting 52

Less Accounting

JUNE 15, 2023

Choosing the right bookkeeping software with features such as invoicing options and integration with bank accounts is important. Accurate financial records can simplify tax preparation, inform business decisions, and ensure legal and financial compliance. Another method for tracking expenses is through the use of a spreadsheet.

Bookkeeping 52

Bookkeeping Bank Reconciliation Reconciling Financial Records 52

Billah and Associates

NOVEMBER 23, 2023

Xero : This AI-powered platform can automated invoicing, bank reconciliation, and expense management. Botkeeper : Botkeeper leverages AI to automate bookkeeping tasks , including data entry, bank reconciliation, and financial reporting. It enhances audit quality, reduces errors, and saves valuable time.

Bank Reconciliation 52

Bank Reconciliation Data Entry Financial Analysis Accounting 52

Nanonets

JANUARY 31, 2024

Month-end reconciliation is the most important part of the month-end close process. It’s a crucial step to ensure that you prepare an accurate set of statements for financial reporting, planning, and tax compliance. Now find the corresponding type in your bank statement and mark them as reconciled or “not found.”

General Ledger 52

General Ledger Bank Reconciliation Reconciling Deposits 52

Future Firm

SEPTEMBER 1, 2023

Invoicing, bank reconciliations, bank and credit card feeds, financial reporting, managing accounts payable and accounts receivable, multi-currency, and the ability to connect to 100’s of 3rd party apps to help small businesses automate all parts of the accounting process. Say goodbye to traditional double-entry systems.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Nanonets

SEPTEMBER 23, 2023

Popular Small Business Accounting Software Programs QuickBooks Xero Wave FreshBooks Sage Intacct NetSuite Streamlining Invoicing and Expenses with Accounting Software With accounting software, businesses can streamline their invoicing processes and easily keep track of expenses, saving time and reducing errors.

Small Business Accounting 52

Small Business Accounting Accounting Software Data Entry Accounting 52

Invoicera

AUGUST 27, 2023

Quickbooks Quickbooks offers advanced reporting, inventory management, and tax compliance features for comprehensive financial management. Tax Management: Automate tax calculations and stay compliant with tax regulations. Tax Management: Automate tax calculations and stay compliant with tax regulations.

Billing 52

Billing XERO Data Entry Invoicing 52

Nanonets

APRIL 23, 2024

That being said, be it tax calculation or W2 Printing, NetSuite facilitates all everyday activities concerning payroll. Nanonets takes care of your accounts payable automation and bank reconciliation with its advanced AI for optical character recognition (OCR).

QuickBooks 52

QuickBooks General Ledger AR Payroll 52

Nanonets

APRIL 24, 2024

It also enables the reconciliation of both inter and intra-company payments , further enhancing financial integrity and transparency. With seamless compatibility with hundreds of tools, including Gmail, Quickbooks , Xero , and Stripe, Nanonets streamlines operations and boosts efficiency effortlessly.  

Reconciling 52

Reconciling Bank Reconciliation Invoicing XERO 52

Xero

DECEMBER 17, 2023

Twice a year, our teams at Xero are invited to take part in a hackathon week. A staggering 670 Xeros and 127 teams around the world registered to participate, highlighting the widespread engagement within our talented community. Participants are encouraged to think outside their comfort zone and area of expertise.

XERO 190

XERO Bank Reconciliation Tax Invoicing 190

Nanonets

APRIL 3, 2024

Bank Reconciliation: They reconcile bank statements with the company's financial records to ensure consistency and identify discrepancies. From tracking expenses and invoicing clients to preparing tax documents, virtual bookkeepers provide peace of mind and ensure financial compliance for self-employed professionals.

Virtual Bookkeeping 96

Virtual Bookkeeping Bookkeeping Data Entry Bookkeeping Services 96

Invoicera

FEBRUARY 27, 2024

Streamlines Record-Keeping And Simplifies Tax Compliance With invoicing software, you can effortlessly maintain organized records. You can simplify tax compliance by having all the necessary information. Tax And Compliance: Simplify tax handling with Chargebee. Xero Xero is your cloud-based accounting wizard.

Invoicing 52

Invoicing Billing Invoice Processing XERO 52

Jetpack Workflow

JUNE 1, 2023

Their robust online network of US-based professionals includes bookkeepers, tax experts, and qualified accountants. Maxim Liberty’s services include payroll processing, financial reporting, bank reconciliations, billing management, and more. This means firms get top industry talent recommendations.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

Invoicera

JANUARY 5, 2024

Xero Xero is a powerful accounting software that streamlines billing and financial tasks. It allows for easy invoicing and expense tracking and integrates seamlessly with various banking and payment platforms, ideal for businesses of all sizes. Tax Management: Simplify tax filing with organized financial data.

Billing 52

Billing Invoicing Financial Reporting Budgeting 52

Xero

AUGUST 22, 2023

Our leadership team — including new Chief Product Officer, Diya Jolly — shared the latest enhancements to our platform that will help accountants and bookkeepers grow their practice, help their clients succeed, and get the most out of Xero. At Xerocon, we announced that we’re conducting two experiments in Xero using generative AI.

Bank Reconciliation 220

Bank Reconciliation XERO Data Entry Payroll 220

Invoicera

DECEMBER 8, 2023

Expense Management: Keep tabs on income, expenses, and receipts through scanning tools and bank connections. Xero Xero is your cloud-based accounting wizard. Tax And Compliance: Simplify tax handling with Chargebee. Recurring Billing Solution: Schedule recurring invoices for convenience.

Invoicing 52

Invoicing Invoice Processing Billing XERO 52

Jetpack Workflow

FEBRUARY 23, 2023

Bank Reconciliation Bank reconciliation can be incredibly labor-intensive for accounting and bookkeeping firms, particularly when managing the bank accounts of dozens or hundreds of clients. If bank statements aren’t reconciled accurately, it can create significant problems for the client and the accounting firm.

Bank Reconciliation 52

Bank Reconciliation Data Entry Accounting Accounting 52

Xero

MAY 31, 2022

We’ve made a number of enhancements to the Xero platform in the last month, including updates to quotes, reporting, Xero Analytics Plus, WorkflowMax and more. The details will also integrate into Xero, if you use it. Tailor your business snapshot in Xero Analytics Plus — Global. Reimagine your Xero experience — Global.

XERO 259

XERO Bank Reconciliation Payroll Invoicing 259

Xero

JUNE 30, 2022

Our teams have been busy adding lots of value across our platform over the past month, including enhancements to Hubdoc, short-term cash flow, tax updates in the UK and more. Automatically add Xero contacts in Hubdoc — Global. When Hubdoc publishes a document to Xero, it requires a contact name. Sticky headers. Sticky headers.

XERO 249

XERO General Ledger Bank Reconciliation Tax 249

Nanonets

APRIL 16, 2023

The supplier portal has a multitude of benefits for a business, including: Tax data (including W-9 forms for U.S.) From the very beginning, the system is verifying vendor authenticity and requesting the proper tax documents. Tipalti helps make global mass payments in hundreds of currencies, including tax compliance.

AP 52

AP Accounts Payable Accounts Payable Purchase Order 52

Invoicera

DECEMBER 27, 2023

Expense Tracking: Capture and categorize expenses for accurate financial reporting and tax preparation. Xero Renowned for its cloud-based accounting software, Xero simplifies financial management with features such as: Bank Reconciliation: Automatically import and categorize bank transactions, simplifying reconciliation processes.

Financial Operations 52

Financial Operations Financial Operations Data Entry Invoicing 52

The Successful Bookkeeper

APRIL 20, 2023

Some apps and software you should consider integrating include: •Accounting software: A general ledger like QuickBooks Online (QBO), Xero or MYOB should act as the core of your app ecosystem and the single source of truth. Repetitive and routine tasks such as data entry, reporting, and bank reconciliation are suitable for automation.

Bookkeeping 119

Bookkeeping Bank Reconciliation General Ledger Budgeting 119

CapActix

OCTOBER 10, 2023

This advanced software offers a comprehensive range of features, including payroll management, report generation, expense tracking, and even tools for auditing and tax preparation support. Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Nanonets

MARCH 20, 2023

Accounts payable software like Xero are similar to Quickbooks online, and are suited for small businesses.   Multi-destination mileage reimbursements. Unique transaction identifier. Bill filters for virtual card payments. Receipt reminder period. cloud storage services (Drive, Dropbox, email, etc.),

Accounts Payable 52

Accounts Payable Accounts Payable AP Accounting 52

Analytix Finance & Accounting

JUNE 15, 2023

It provides features such as invoicing, accounting, payroll, reporting, and inventory management and integrates with over 800 third-party apps to provide additional functionality. Also ideal for accountants managing multiple clients from a single platform and businesses requiring seamless integration with other apps for efficient operations.

Accounting Software 52

Accounting Software Bank Reconciliation Financial Reporting Payroll 52

Nanonets

JULY 21, 2023

 Key features of five popular Accounts Reconciliation Solutions are presented below. Xero: Xero is a cloud-based small business accounting software that caters to startups, growing companies, and established enterprises. Simplified tax preparation: Accountants can log in to complete financials, streamlining the tax process.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

Invoicera

DECEMBER 5, 2023

Xero Xero takes accounting to new heights with its cloud-based platform. Renowned for its accessibility and integration capabilities, Xero offers invoicing, bank reconciliation, and real-time financial reporting, making it a preferred choice for businesses seeking efficiency and accuracy. Free trial for 14 days.

Invoicing 59

Invoicing Billing Invoice Processing XERO 59

Nanonets

MAY 8, 2023

Worst case – your business may not survive a financial audit at tax time without the proper records. The financial statements will also play a key role in income tax preparation for the business – another job for the accountant. They may only employ an accountant for a few hours a year during tax season.

Bookkeeping 52

Bookkeeping Financial Statements Accounting Software Reconciling 52

Nanonets

JUNE 29, 2023

Integration with NetSuite, Quickbooks Online, Xero, and Sage Intacct, Integration with Slack, allowing employees to receive alerts, handle requests, and obtain approvals directly within the Slack interface. T Tax management, activity tracking, and version control. Receipt management, spend control staff management client management.

Budgeting 52

Budgeting Expense Reports Data Entry Invoicing 52

Cloud Accounting Podcast

MAY 17, 2024

This week, Blake and David are puzzled by the results of a survey that shows 40% of tax professionals believe generative AI will allow them to charge clients higher rates. Blake demonstrates how he uses Zapier Central to build an AI agent that can automatically respond to client emails about the status of their tax returns.

Bank Reconciliation 43

Bank Reconciliation XERO CPA Billing 43

Future Firm

NOVEMBER 9, 2022

A report by Oxford University concluded that there was a 99% chance that tax preparers’ jobs would be automated and a 98% chance that it will happen to bookkeepers and accountants. Will Accounting Automation be Enough to Replace You? The answer depends on your ability to adapt to the changing world of accounting.

Accounting 98

Accounting Accounting Accounts Payable Accounts Payable 98

Cloud Accounting Podcast

AUGUST 18, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Lots of ground to cover today, including why millions of PPP borrowers still haven't applied for forgiveness, what firms would have done differently this past tax season, news on a new infrastructure bill held up by crypto rules, and what closing date set for SVOG means.

Bank Reconciliation 40

Bank Reconciliation XERO Accounting 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 3, 2020

The line between a successful business and a bankrupt one is often how much cash they have in the bank and how long they are able to remain cashflow positive during challenging times. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. The Democrat plan has zero; zero of a $3.4 trillion plan.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40