Jetpack Workflow

JUNE 5, 2025

This insurance will cover you against claims you made a mistake in preparing a clients books. First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients books. Track Your Expenses Dont forget to maintain your own books. The amount of coverage you need will depend on your client list.

Bookkeeping

CapActix

JUNE 12, 2025

Such systems include QuickBooks Online, Xero, FreshBooks, and Wave in their arsenal. Lack of Financial Expertise Not every small business can afford an in-house CPA. These experts would regularly review your books, point out issues that could condition your finances poorly, and make recommendations on how to solve them.

Bookkeeping Services

CapActix

JUNE 26, 2025

They further uphold ledger book integrity and discharge account administration duties including receivables, payables, and monthly bank reconciliation. Furthermore, performing monthly reconciliations is essential as it avoids messiness within books. This is so that your books are up to date and any tax planning is within limits.

Tax

accountingfly

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

CPA

Cloud Accounting Podcast

JUNE 5, 2025

What happens when a major newspaper publishes a summer reading list where only five of the 15 books actually exist? They break down QuickBooks' latest price increases, demonstrate how AI can now build complex consolidation spreadsheets in minutes, and discuss why Excel skills still outrank AI knowledge in finance hiring.

Microsoft Excel

Cloud Accounting Podcast

MAY 28, 2025

They explore QuickBooks' aggressive new AI agents rollout with price hikes up to 17%, examine why Tesla's CPA CFO earned $139 million in one year, and uncover how tariff-stressed businesses are weaponizing invoice rejections to manage cash flow. Let the listeners of The Accounting Podcast know by running.

QuickBooks

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?

CPA

Intuit

MARCH 21, 2023

He asked a former employer and friend, Chef Kevin Gillespie to feature Moshi Moshi in an Instagram post and immediately got booked for two months straight. He credits his wife, a CPA and director of tax at a large corporation, with helping the business succeed. A really well-sharpened knife is just geometry,” he explains. “It’s

CPA

Cloud Accounting Podcast

APRIL 26, 2023

Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

CPA

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. Seasonal employees can work full-time or part-time to meet fluctuating demand.

Bookkeeping

accountingfly

APRIL 4, 2024

Tech Stack: QBO, QBD, Bill.com (Certified), Gusto (Certified), automatic bank feeds, etc.

Financial Statements

Intuit

JUNE 23, 2023

A Bookkeeping program created by an industry leader in Tax and Bookkeeping can prove your knowledge and show prospective employers that you know how to accurately update their books, manage payroll, prepare financial statements, and more. It also opens up the possibility of becoming a remote QuickBooks Live bookkeeper with Intuit.

Bookkeeping

Intuit

AUGUST 30, 2023

Experience with Microsoft Excel and accounting software like Intuit QuickBooks is also a plus. In addition, you may increase your chances of being hired if you’re certified as a CPA. You must be an active, unrestricted enrolled agent (EA), CPA, or Practicing Attorney who has at least two seasons of tax services experience.

Bookkeeping

Cloud Accounting Podcast

SEPTEMBER 27, 2023

Blake and David discuss the potential for AI to replace CEOs of CPA firms. Then, on to cryptocurrency scams and criticisms of the 150-hour rule for becoming a CPA, with listener emails sharing personal experiences and concerns about the rule. Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

CPA

Cloud Accounting Podcast

APRIL 19, 2023

57:50) - Blake co-wrote an article for CPA Practice Advisor (01:02:31) - Wrap up and where to reach us Need CPE? 57:50) - Blake co-wrote an article for CPA Practice Advisor (01:02:31) - Wrap up and where to reach us Need CPE? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

CPA

Intuit

JUNE 23, 2023

It could mean that you keep the accounting records or books for nonprofit companies or that you help local governments gain a better understanding of their cash flow. In fact, these entities are tax-exempt, but that doesn’t mean they don’t need an accountant to help with their books.

Accounting

5 Minute Bookkeeping

MARCH 31, 2022

Today, I’m sharing my scariest QuickBooks cleanup horror stories. I’ve put together my most chilling QuickBooks cleanup tales for you. The Tale of the Multiple QuickBooks Personalities. This story begins with a client who came to me using QuickBooks Desktop. This was a few years ago when I worked on QuickBooks Desktop.

QuickBooks

Intuit

JANUARY 19, 2024

Tax and Bookkeeping Side Jobs You Can Do From Home Intuit TurboTax Live and QuickBooks Live offer a variety of remote side jobs for people looking to supplement their income or transition to working entirely from home. This role is open to both credentialed (CPA/EA/Tax Attorney) and non-credentialed accountants.

QuickBooks

Cloud Accounting Podcast

MARCH 28, 2023

billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) Show Notes Texas Close to Allowing CPA Candidates to Test with 120 Credits [link] South Carolina's Top Accountant to Step Down After $3.5

CPA

Intuit

NOVEMBER 20, 2023

We provide remote work seekers with unique opportunities to work on our TurboTax Live and QuickBooks Live software. hr If you’re a CPA (Certified Public Accountant) or an EA (Enrolled Associate) you may be eligible for a high-paying career as a Tax Expert. QuickBooks Live Bookkeeper $24.70 – $35.00/hr

Tax

Cloud Accounting Podcast

MARCH 8, 2023

Guest: Dr. Josh McGowan, CPA from Troy University; Blake calculates the cost of the 150-hour rule; Minnesota says AICPA & NASBA are not the regulators; Accounting department budgets at risk Sponsors Uncat - [link] LiveFlow - [link] First Republic Bank - [link] Need CPE?

Accounting

Cloud Accounting Podcast

JUNE 13, 2019

Closing the books is a manual, error-prone, and time-consuming process. 01:56 - What's the value of the CPA these days? 17:46 - H&R Block to acquire Canadian fintech startup Wave | ZDNet 21:52 - QuickBooks Live and the rise of remote work in accounting 27:46 - 3 Reasons Why EY's Free Software Release is Super Smart | FutureFirm.co

CPA

Cloud Accounting Podcast

NOVEMBER 21, 2023

We're back from QuickBooks Connect 2023 with announcements, updates, new features, and improvements in QuickBooks Online. link] Black Ore Raises $60 Million and Debuts AI Tool for Accountants [link] New Products at QuickBooks Connect Help Accountants Drive Small. link] St.

QuickBooks

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

Cloud Accounting Podcast

SEPTEMBER 6, 2023

They also dig into some issues related to spam and scams in QuickBooks support, emphasizing the need for more granular requirements for accounting services and specialized education in areas like tax and much much more! Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

Accounting

Cloud Accounting Podcast

OCTOBER 22, 2019

03:44 – More automation from Square with Square Assistant for AI-powered scheduling and messaging | Square 04:12 – Square’s hitting the Books … The GL kind | Square 07:03 – Square - reinventing the accounting wheel one double entry at a time 08:04 – Is this all part of Square's plan to become a bank? 20:13 – There is no such thing as free!

XERO

Cloud Accounting Podcast

OCTOBER 7, 2021

Sponsors Rippling: [link] DEXT: [link] Dark Horse: [link] Show Notes 5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA! Hit the show notes for the link to get more info.

QuickBooks

Cloud Accounting Podcast

MARCH 10, 2023

Majority of CAS practices support 3+ general ledgers; KPMG may have turned a blind eye to deforestation; Intuit to replace QuickBooks Desktop POS with Shopify; Startup accelerators from Intuit and AICPA Sponsors Tri-Merit - [link] LiveFlow - [link] Patriot - [link] Need CPE?

General Ledger

Insightful Accountant

JUNE 12, 2025

With over 15 years of proven expertise, our certified pros in QuickBooks and beyond tame data chaos and craft tidy books. Deliver clarity that powers CFO/CPA strategies and drives confident owner decisions. It’s deepened CFO/CPA partnerships, expanded our networks, and inspired our team to further master evolving systems.

General Ledger

Cloud Accounting Podcast

SEPTEMBER 30, 2021

link] 29:36 – Listener Mail on CPA – Thanks T.C. Gilded Launches Compass: The Most Advanced QuickBooks Integration for Crypto Institutional adoption of cryptocurrency has intensified the demand for sophisticated crypto accounting functionality. Gilded Compass streamlines financial reporting for cryptocurrency in QuickBooks Online.

CPA

Cloud Accounting Podcast

NOVEMBER 12, 2021

link] 7:43 – Building a Best-in-Class A/P Tech Stack Without Breaking the Bank [link] 9:41 – Intuit to Discontinue QuickBooks Desktop in the UK [link] UK QuickBooks Desktop will cease to be supported outside the UK & Ireland [link] 11:38 – Conversation with John Stokdyk from AccountingWEB on the QuickBooks news!

QuickBooks

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. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

Outsourced Bookkeeping

Jetpack Workflow

JULY 19, 2024

QuickBooks Intuit’s QuickBooks Online is a leading cloud-based accounting software where users can record financial transactions, pay bills, send invoices, and track expenses. The software offers an exclusive platform for accounting firms called QuickBooks Online Accountant. Pricing Plans start at $13.50/month month + $5.10/employee/month.

CPA

Cloud Accounting Podcast

MARCH 17, 2021

Architecture or accounting? To Put A Real-Time Digital Bookkeeper Inside Every Startup – Crunchbase News [link] 33:20 - Deloitte Partners With Nvidia For AI Solutions [link] 34:40 - AI bookkeeping startup Zeni launches with $13.5M Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad?

CPA

Stephanie Peterson

JULY 21, 2022

Managing Your Books By Yourself Money management is undoubtedly a crucial task and should be left for professionals to handle. While most small businesses don't need to hire a CPA to handle their accounting needs, it is vital to hire an accounting professional who at least has an accounting degree or proper accounting certifications.

Bookkeeping

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

Cloud Accounting Podcast

MARCH 25, 2019

03:57 -- QuickBooks Live is now official — details on Intuit’s official Firm of the Future blog include the fact that Intuit has already hired 10 Boise-based ProAdvisors as part of the QuickBooks Live Bookkeeping team. 28:51 -- When you’re booking your accommodations this upcoming conference season, consider the Rodeway Inn.

QuickBooks