accountingfly

APRIL 18, 2024

Client software training, resolves client technical issues Manages 25+ clients Also experienced with tax support, client account audits, and general ledger cleanup Client niches: medical practices, contractors, service industry Tech Stack: QBO, QBD, Accounting CS, UltraTax and Fixed Assets Remote Work Experience: Y (limited) Salary: $65K – $75K (..)

General Ledger 52

General Ledger CPA Accounting Accounting 52

Jetpack Workflow

OCTOBER 25, 2023

You’re an expert bookkeeper ready, willing, and able to help other businesses keep their accounts in balance. However, before you begin tracking client transactions, you need to build the foundation of your own bookkeeping business. It informs which bookkeeping services you offer and how to market yourself.

Bookkeeping 59

Bookkeeping Bookkeeping Services XERO CPA 59

accountingfly

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

MS Office 52

MS Office QuickBooks Accounting Accounting 52

Xero

JULY 7, 2022

At Xero, we’re passionate about mentoring and encouraging the next generation of accounting, small business, and finance leaders. 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.

XERO 181

XERO CPA Bookkeeping Tax 181

accountingfly

MAY 16, 2024

These are just a few of our top candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!

Accounting 52

Accounting Accounting CPA QuickBooks 52

Cloud Accounting Podcast

AUGUST 30, 2023

Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers. 46:26) - LegalZoom launches LegalZoom Books (49:02) - How many Ohio CPAs have tried ChatGPT at all? (51:57)

Accounting 67

Accounting Accounting XERO CPA 67

accountingfly

MARCH 21, 2024

FT Accounting (Permanent) | Candidate ID # 20167349 Certifications: N/A Experience (years): 8 total, all in public accounting Work experience (highlight): Senior Accountant at a large public accounting firm with focus on outsourced accounting services Prepares closing schedules, reviews reconciliations, and facilitates payroll for multiple clients (..)

Accounting 59

Accounting Accounting Financial Statements Payroll 59

Cloud Accounting Podcast

AUGUST 11, 2021

Sponsors CPA Charge: [link] AFO Wealth Management Forward: [link] Client Hub: [link] Show Notes 3:00 – Risk Assessment and COVID 10:30 – Square to Buy Installment Lender Afterpay for $29B [link] 19:21 – Rootworks Acquires CPA Practice Advisor [link] 19:36 – Right Networks Acquires Rootworks [link] 20:57 – Windows 365 costs how much!?

XERO 40

XERO CPA Data Entry Bookkeeping 40

Cloud Accounting Podcast

JUNE 16, 2019

Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 8:42 — A listener asks if the CPA is worth it. Blake responds. Blake responds. explored this question earlier this month.

CPA 40

CPA XERO Bookkeeping Services Accounting 40

Cloud Accounting Podcast

AUGUST 30, 2019

Show Notes 00:22 – Can you charge premium fees if you call yourself a bookkeeper? Future Firm 37:19 If you’re not into more software, Blake, David, and Meghan share some other strategies for tackling customer service 39:00 – Bookkeepers, who’s really your client ?

Bookkeeping 40

Bookkeeping CPA XERO QuickBooks 40

Xero

OCTOBER 4, 2022

As we celebrate Hispanic Heritage Month at Xero, I have been reflecting on our theme, “Esta es mi gente” or “These are my people” and what it means to be part of a community that supports and uplifts one another. I’ve been fortunate enough to see this unfold first-hand leading Xero’s US Hispanic team.

XERO 239

XERO Bookkeeping CPA Accounting 239

Jetpack Workflow

JANUARY 4, 2024

Heyward, the principal at Heyward CPA. They will also gain insights into the host’s tech stack for practice management and accounting, including their preference for Xero over QuickBooks Online. In terms of James’ tech stack at Heyward CPA, he mentions utilizing Jetpack Workflow, HelpScout, and some others.

QuickBooks 52

QuickBooks CPA Accounting Accounting 52

Cloud Accounting Podcast

JULY 14, 2023

Learn how Meryl built a 30-headcount bookkeeping firm in eight years that can operate without her. 41:19) - Meryl gives her take on the PwC scandal in Australia (47:38) - Are 2 new Australian tech companies coming for Xero's throne? (55:25) We also get Meryl's take on the PwC scandal in Australia. Learn more at earmarkcpe.com.

XERO 52

XERO CPA Tax Bookkeeping 52

Cloud Accounting Podcast

JUNE 20, 2023

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at earmarkcpe.com.

Auditing 52

Auditing CPA XERO Account Bookkeeping 52

Jetpack Workflow

JUNE 1, 2023

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. Bookkeeping Since bookkeeping tasks are done continually, it often becomes repetitive and time-consuming for your team. Many even offer this as their only service.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

Future Firm

SEPTEMBER 1, 2023

2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses. Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. You probably can’t go wrong with the best-known web-based option.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE?

Accounting 52

Accounting Accounting QuickBooks XERO 52

Cloud Accounting Podcast

DECEMBER 9, 2021

Also, NASBA is going silent on CPA exam performance, but we've got tips from Liz Kolar on how to keep prepping students for the Evolution. In app news, we've got Xero updates, word from Microsoft Teams, Apple, and much more! Just in time for regular tax season, Claudell is back!

Tax 40

Tax XERO CPA Bookkeeping 40

Cloud Accounting Podcast

JULY 1, 2019

Louis 08:00 - Xero is launching apps.xero.com as the new Xero Marketplace 08:56 - Make the move from ‘trusted’ to ‘transformative’ | Accounting Today 10:59 - QuickBooks Live Bookkeeping update: Interested in becoming a QuickBooks Live Bookkeeper? Click here to leave a review on iTunes.

CPA 40

CPA QuickBooks XERO Bookkeeping 40

Cloud Accounting Podcast

AUGUST 26, 2021

We've got a TikTok sorority future CPA's take on managing the millions that her sorority took in, why an interior designer loves doing bookkeeping, how to work two jobs at once, and PwC is (again) delaying return to office. We'll also talk new suits, and how Ed Mendlowitz picked a fight with everyone in his recent blog post.

XERO 40

XERO CPA QuickBooks Bookkeeping 40

Cloud Accounting Podcast

JULY 25, 2021

There's more voicemail feedback on the CPA issue, and in app news, Relay Financial releases advanced bill pay, accounting startup Proper raises $9 million to do the books for property managers, and we've got updates from Xero, QuickBooks, Apple, and more!

XERO 40

XERO CPA QuickBooks Payroll 40

Cloud Accounting Podcast

OCTOBER 18, 2019

CPA Practice Advisor 31:42 – Robinhood tightens their tights for another shot at banking | Bank Innovation 32:54 – Is Intuit overtaking Xero in the UK race? 20:02 – Short story long , Expensify has launched “the world’s smartest corporate card! | September 18th is now Bill.com Day in Houston! |

AR / AP 40

AR / AP XERO CPA Deposits 40

Cloud Accounting Podcast

NOVEMBER 18, 2019

You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you! You’re Broke! Let them know! Meet Blake in person!

XERO 40

XERO QuickBooks CPA Payroll 40

Cloud Accounting Podcast

JUNE 24, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We've got a plethora of news today, including the reasons behind IMA's concerns about AICPA & NASBAs new accounting curriculum, and why accountants are passing on getting the CPA license.

CPA 40

CPA Accounting Accounting QuickBooks 40

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).

XERO 234

XERO Bookkeeping Reconciling CPA 234

Cloud Accounting Podcast

JUNE 11, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Liz Mason, CPA and CEO of High Rock joins the show! We're talking Arizona, today, specifically around the Maricopa County election audits, and we'll hear about some of Liz's insights into her own firms, and her work with Xero.

XERO 40

XERO QuickBooks Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 27, 2019

Melissa Mullett - Veem | LinkedIn Patti Scharf - Catching Clouds | Website Wayne Schmidt - TOA Global | Twitter Brooks Wheatley - System Six Bookkeeping | Website Nury Saenz - H&R Block Franchise Owner | LinkedIn Aaron Berson - VRTL | LinkedIn Elliott Brown - OnPay | LinkedIn Christine Walsh - Walsh Accounting Solutions, LLC | LinkedIn Liz Farr (..)

XERO 40

XERO CPA Bookkeeping Tax 40

Cloud Accounting Podcast

JUNE 10, 2019

Sponsor Xero: [link] Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 19:47 -- Hey CPA Exam Candidates, Y'all Ready For Continuous Testing? Does this mean we’ll see an Apple ID sign in option in the QuickBooks and Xero iOS apps? 02:29 -- We got another review!

XERO 40

XERO CPA Accounting Accounting 40

Cloud Accounting Podcast

JUNE 12, 2018

Top 10 Accounting Firm IT Survey Surprises — CPA Practice Advisor — An IT survey reports that more than half of midsize and large accounting firms (51%) have outsourced their entire IT infrastructure to the cloud. This is a noticeable increase from 2016, when only 23% had made the jump. HPC is a 100% online accounting firm.

General Ledger 40

General Ledger Payroll XERO CPA 40

Cloud Accounting Podcast

AUGUST 19, 2019

18:18 – Meet the winners of CPA Practice Advisor’s Tax & Accounting Technology Innovation Awards , which includes a win for BQE Software – one of our sponsors. AI workload | The Verge 27:14 – What’s behind the allure of hiring non-accounting grads at CPA firms ?

CPA 40

CPA Bookkeeping XERO QuickBooks 40

Cloud Accounting Podcast

JULY 8, 2021

Sponsors Odoo: [link] Dark Horse: [link] AFO Wealth Management Forward: [link] Show Notes 2:49 – Blake and David talk high-tech dining 10:00 – A listener voicemail about the CPA get/not get issue! We guarantee you’ll have a better chance of us hearing you than if you called the IRS!

Payroll 40

Payroll XERO CPA Tax 40

Cloud Accounting Podcast

NOVEMBER 2, 2019

Connect with our guests Jose Zavala LinkedIn: [link] Twitter: [link] Email: jzavala@ZTXadvisors.com More About the Xero Virtual Hour: [link] Tony Martinez LinkedIn: [link] Website: [link] Email: antonio.martinez@latinotaxpro. 26:54 – Jose may have the world’s longest social media profile!

XERO 40

XERO Bookkeeping Services Bookkeeping Tax 40

Cloud Accounting Podcast

SEPTEMBER 12, 2019

14:51 – Speaking of additional services, Square's got a new one - the Square EIN Assistant | Square 16:53 – Wake-up call - SaaS providers are starting to fill gaps where accountants and bookkeepers fall short. according to surveyed tax and accounting professionals | CPA Trendlines 24:46 – Is this a buyer's or seller's market?

CPA 40

CPA QuickBooks Payroll Bookkeeping 40

Cloud Accounting Podcast

JUNE 2, 2019

Sponsor Xero: [link] Show Notes 02:34 -- Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, putting it at 73 on Accounting Today’s Top 100 Accounting Firms list. Dan Wernikoff, the former GM of QuickBooks and TurboTax.)

QuickBooks 40

QuickBooks CPA Bookkeeping Services Bookkeeping 40

Cloud Accounting Podcast

OCTOBER 22, 2019

How do accountants and bookkeepers stay relevant in the face of the ever-increasing automation and DIY accounting tools? Also, Square released Square Books, which Blake and David suspect could one day soon power a Square Accounting product — which could easily be the biggest threat to Intuit since Xero. 16:39 – Who's really in charge?

XERO 40

XERO Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

JUNE 30, 2021

We've got voicemail about why accountants chose to not take the CPA path. Thank you, Mr. Three Cents, and Carla (sp?) We asked, and you answered!

Tax 40

Tax AR CPA QuickBooks 40

Cloud Accounting Podcast

FEBRUARY 10, 2022

[link] 35:22 – Even More Listener Mail: The Prometric Remote-Testing Faux Pas 36:41 – You guessed it – Listener Message: Another Disgruntled CPA looking for Work-Study Credit 37:45 – Weeks after a ransomware attack, some workers still worry about paychecks [link] 38:53 – Intuit warns of phishing emails threatening to delete accounts [link] (..)

Tax 40

Tax Deposits Billing XERO 40