The Successful Bookkeeper

JANUARY 2, 2025

Melika Hope, a senior product manager at Intuit Canada, brings a unique perspective to this dynamic, blending her CPA expertise with her passion for empowering small business owners.

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Intuit

APRIL 29, 2025

Do you have to be a Chartered Professional Accountant (CPA) to be a tax preparer in Canada? No, you dont need to become a CPA to be a tax preparer. While a CPA designation isnt required, obtaining certification as a tax preparer can improve your credibility and make you more competitive in the job market. Tax laws change often.

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Tax CPA Financial Services Financial Analysis 130

Intuit

NOVEMBER 20, 2023

Table of Contents What is a CPA? What does a CPA do? What is a CPA License? How to Become a CPA? CPA Requirements by States Available Career Opportunities at Intuit for CPA Entry-Level CPA Jobs Are you ready for an exciting new career as a Certified Public Accountant (CPA)? What is a CPA?

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CPA Bookkeeping QuickBooks Tax 130

Accounting Today

JUNE 11, 2025

Elliott Davis, a licensed CPA firm, will continue to provide attest services. Flexpoint had evaluated other CPA firm platforms but with Elliott Davis it was love at first sight. Elliott Davis is based in Greenville, South Carolina, with over 800 employees, 60 partners and eight offices.

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Intuit

JANUARY 19, 2024

Table of Contents What Is a CPA? CPA Jobs and Specializations CPA Job Description How to Become a CPA CPA Job Outlook CPA Job Salaries Remote CPA Jobs Freelance CPA Jobs Available Jobs for CPAs at Intuit Entry-Level CPA Jobs What is a Certified Public Accountant’s job?

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CPA Bookkeeping QuickBooks Financial Statements 130

The Successful Bookkeeper

OCTOBER 4, 2023

For small CPA and bookkeeping firms with fewer than five employees, the decision to outsource can be transformative. It offers access to specialised skills, cost savings, and scalability during peak seasons. However, a significant concern that often lingers is, "How can I quickly onboard the right Outsource resources?".

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CPA Bookkeeping Accounting Accounting 105

Intuit

FEBRUARY 24, 2025

Agnes Agnes, an Intuit TurboTax Full Service Tax Expert, began working as a CPA in 1987. Kristen Kristen, CPA, is the founder and owner of Sherwood Tax & Accounting and the founder of Breakaway Bookkeeping + Advising. The tax code is overly complex. His goal is to break down tax complexities so people feel empowered.

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Tax CPA Bookkeeping Accounting 147

Analytix Finance & Accounting

DECEMBER 30, 2024

As a CPA firm, you already know that tax season brings the need for organization, meticulous attention to detail, and efficient processes to ensure success. CPA firms grappling with staff shortages may find these challenges even more daunting. The good news is CPA firms can prepare for a smooth tax season.

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CPA Tax Data Entry Bookkeeping 52

Accounting Today

JUNE 11, 2025

The 2025 Avalara Accountants Confidence Report , produced by Avalara in conjunction with CPA Trendlines, polled 623 accounting professionals and found a shift from cautious optimism to greater pessimism, thanks to various economic pressures and policy uncertainty. EDT 3 Min Read Facebook Twitter LinkedIn Email U.S.

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accountingfly

JUNE 9, 2025

As a CPA or accounting firm, you’re always looking for ways to add value to your clients, especially when it comes to their financial operations. One of the best ways you can assist your clients in this area is by helping them hire a remote Controller or Bookkeeper for their in-house positions.

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Bookkeeping Financial Operations Financial Operations CPA 52

Intuit

APRIL 21, 2025

Popular options include staff accountants, financial analysts, controllers, auditors, and bookkeepers, but theres always a need for most types of accountants. Average annual salary (BLS): $93,060 Certified public accountant (CPA) A certified public accountant is a licensed professional who provides a wide range of accounting services.

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Intuit

JUNE 23, 2023

Table of Contents What is a bookkeeping certificate or badge? Do you need a certificate or badge to be a bookkeeper? How to get a bookkeeping certificate? Intuit Academy Bookkeeping course What jobs can I get with a bookkeeping certificate or Intuit Academy Badge? What is a bookkeeping certificate or badge?

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Bookkeeping Certified Bookkeeper QuickBooks Financial Statements 130

Intuit

MARCH 10, 2023

At Intuit, we’re experiencing phenomenal growth of our Expert Network – a team of tax preparers, EAs, CPAs, tax attorneys, bookkeepers, financial planners, and more, all working to support TurboTax and QuickBooks customers. The post Expanding your bookkeeping career appeared first on Intuit Blog.

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Bookkeeping QuickBooks Tax CPA 130

Xero

JUNE 1, 2022

We recently hosted our US Xero Partner Advisory Council (XPAC) meeting in Denver to hear from our valued accounting and bookkeeping partners about what matters most to them. We are thrilled to welcome seven new XPAC members: Rey Arellano – CPA, Reynaldo Arellano. Michael Levy – CEO, Bean Counter 4 Hire, LLC.

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XERO Bookkeeping Reconciling CPA 246

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS).

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XERO Bookkeeping Reconciling CPA 279

Jetpack Workflow

JUNE 5, 2025

Youve decided to open a bookkeeping business, but you might be wondering how to get started. Naturally, getting paying customers is the most important part of starting any business, and this is also true for your own bookkeeping business. It informs which bookkeeping services you offer and how to market yourself.

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Intuit

AUGUST 30, 2023

Its tax preparation and bookkeeping jobs provide many benefits. In addition to hourly wages and bonus opportunities, Intuit offers flexible work-from-home schedules, training and educational content to improve your skills, and an enthusiastic community of tax and bookkeeping experts.

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Bookkeeping Tax QuickBooks CPA 130

Jetpack Workflow

FEBRUARY 26, 2025

The episode also explores the challenges and hard decisions he faced, including experimenting with service offerings like bookkeeping and payroll. As Marcus mentions, his firm initially referred out services like bookkeeping and payroll but later brought them back in-house after assessing client needs. 00:36:34] Growing your firm.

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Accounting Department

FEBRUARY 9, 2023

It's more comprehensive than outsourced accounting as the CPA won't just handle tax returns or simple finances. It's an all-encompassing solution that builds on bookkeeping and controller services to make a real difference. Instead, they will become integral to a business’s processes and strategy.

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Xero

SEPTEMBER 18, 2024

I was excited to sit down at Xerocon Nashville recently with Ashley Francis, a CPA with almost 25 years of experience, who has become an accounting expert on using artificial intelligence. As a child, my mother worked for a CPA firm. What is the industry like now versus when you started as an accountant?

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Accounting Accounting CPA XERO 264

Future Firm

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. Instead of hiring a bookkeeper in Canada or the US, you might instead offshore the entire accounting department to the Philippines.

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Outsourced Bookkeeping Bookkeeping QuickBooks Bookkeeping Services 98

Intuit

JUNE 5, 2025

CPA Firm Management Association (CPAFMA) CONNECTIONS2025: Focus on firm management and operations.​ Digital CPA Conference Location: Washington, DC Dates: December 7–10 Why attend? Digital CPA (DCPA25) is for accounting professionals eager to embrace digital transformation and innovation.

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Accounting Accounting Tax AR 130

CapActix

JULY 17, 2023

Now, businesses understand the worth of outsourcing bookkeeping services as it gives financial and mental relief to business owners. This has uplifted the market of CPAs and somewhere, it has also increased the workload on businesses offering CPA services in the USA and worldwide.

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Xero

JULY 7, 2022

I plan to pursue the five year Masters of Accountancy program that will allow me to qualify for the CPA exam. I took an introductory bookkeeping accounting class during my sophomore year. As I mentioned, the ACAP played a major role in my pursuit of a CPA.

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XERO CPA Bookkeeping Tax 246

Accounting Tools

MAY 21, 2023

Related Courses Bookkeeper Education Bundle Bookkeeping Guidebook What is a Full Charge Bookkeeper? A full-charge bookkeeper is the same as a bookkeeper , except that the "full charge" part of the title designates the person as being solely responsible for accounting.

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Bookkeeping Petty cash Payroll Reconciling 75

Accounting Tools

JULY 21, 2023

Related Courses Accountants’ Guidebook Bookkeeper Education Bundle Bookkeeping Guidebook What is Accounting? What is Bookkeeping? Bookkeeping involves the recordation of basic business transactions in a recordkeeping system. First, the accountant has more responsibility than the bookkeeper.

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Bookkeeping General Ledger Accounting Accounting 75

Outsourced Bookeeping

OCTOBER 20, 2023

Efficiency, accuracy, and cost-effectiveness are the pillars of success for Certified Public Accounting (CPA) businesses worldwide in the ever-expanding world of accounting and finance. In many cases, the answer to this problem involves an unplanned but effective solution; and that is outsourcing bookkeeping services to India.

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Outsourced Bookeeping

AUGUST 12, 2024

Businesses seeking financial insights to optimize their operations, CPA firms wanting to attract more clients or add value through advisory services, and accounting entrepreneurs striving to establish or scale their firms all face one critical challenge: a lack of skilled accounting talent.

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accountingfly

DECEMBER 6, 2024

Remote Accountant/Tax Preparer EA 12 years in public accounting Extensive small business prep experience (heavy S-Corp) Hired at $80K Remote Staff Accountant CPA 10 years experience Wide range of experience including accounting, payroll, tax prep, and planning Hired at $70K Remote Bookkeeper QBO ProAdvisor 10 years overall experience, 4 years multiple (..)

Tax 52

Tax CPA Data Entry Bookkeeping 52

Future Firm

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? Great news, because this step-by-step guide will cover the critical 7 steps you’ll need to follow to set up a modern bookkeeping practice and to land your first clients. Marketing your bookkeeping services to find new clients. Table of Contents.

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Bookkeeping Bookkeeping Services XERO QuickBooks 98

Outsourced Bookeeping

MARCH 23, 2023

CPA firms are essential providers of professional accounting services to governments, businesses, and individuals. Despite their significance, CPA firms face challenges in their day-to-day operations. CPA firms must adapt and innovate to stay relevant and competitive.

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accountingfly

JUNE 2, 2025

Licensure and Credentials Front and Center If youre a CPA, put that at the top, next to your name or in a prominent certification section. Recruiters are actively filtering for credentials like: CPA CMA EA MBA (when relevant to the role) This is one of the accounting resume tips recruiters want most: dont bury your credentials.

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Accounting Accounting Microsoft Excel CPA 52

Intuit

AUGUST 7, 2023

We have a collaborative atmosphere—which is something you will not find at most CPA firms. So what happens when a tax, accounting, or bookkeeping expert is stumped by a real estate question? At other CPA firms, accountants look at each like their rivals. Everyone has their own area of expertise they bring to the table.

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CPA Bookkeeping Tax QuickBooks 130

accountingfly

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

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CPA Accounting Accounting XERO 113

Intuit

JUNE 23, 2023

Careers in Accounting Work Environment Job Outlook Accounting Certification Interested in Tax or Bookkeeping? As an accountant, your responsibilities may include: Bookkeeping: You may record transactions for companies, helping them keep track of their expenses and income for tax, fundraising, and other purposes. That’s great news.

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Accounting Accounting Bookkeeping QuickBooks 130

accountingfly

APRIL 24, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting Senior | Candidate ID #24143645 Certifications: EA Education: BA Accounting Experience (years): 9+ years accounting and tax experience Work experience (detail): All in public accounting Currently a tax senior 200+ SMB and HNWI returns per season Review of 40%, prepares more complex returns Tax (..)

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Auditing Tax CPA Accounting 52

accountingfly

FEBRUARY 20, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23761013 Certifications: CPA Candidate Education: BBA Accounting, MA Accounting Experience (years): 5+ years of public accounting experience Work experience (detail): A senior associate with a CPA firm Prepares individual, partnership, corporate, fiduciary and gift returns Provides (..)

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