CapActix

FEBRUARY 27, 2025

Businesses using accounting software like QuickBooks, Xero, or FreshBooks can easily pull these reports. TaxAct A budget-friendly option with detailed filing support. If your business has complex tax situations, multiple revenue streams, or foreign income, hiring a CPA or tax professional is the safest way to ensure accuracy.

Tax 52

Tax CPA Financial Records Auditing 52

Jetpack Workflow

JULY 19, 2024

Xero Xero is an accounting software provider firms can use to manage client work. It has tools for automatic bank reconciliations, budgeting, fixed asset management, bill pay, and financial statement preparation. Pricing Free subscription for Xero partners, subject to application. waiting on client).

CPA 52

CPA Payroll Accounting Accounting 52

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

accountingfly

APRIL 17, 2025

Sign up now to receive the full list of available top accounting candidates on a weekly basis!

Auditing 52

Auditing Tax MS Office Accounting 52

accountingfly

DECEMBER 12, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23625350 Certifications: EA in process Education: AS General Studies, BS Experience (years): 15+ overall experience Work experience (detail): 3+ in public accounting Prepares individual and SMB tax returns Processed payroll for 70+ clients Monthly accounting and financial preparation (..)

CPA 52

CPA Accounting Accounting Tax 52

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! Let them know! Meet Blake in person!

XERO 40

XERO QuickBooks CPA Payroll 40

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 Accounting Accounting QuickBooks 52

Cloud Accounting Podcast

MARCH 23, 2021

link] 47:33 - Tax Provisions in the Fiscal Year 2021 Budget [link] 48:54 - Risky trading targeted in Democrat proposal for financial transaction tax [link] Get in Touch Thanks for listening and for the great reviews! In education, a study shows that CPA education is lagging behind tech, and even the CPA exam.

Tax 40

Tax XERO CPA Payroll 40

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Xero Practice Manager. With accounting firms & tax professionals having hundreds and even thousands of tasks across the business, you’ll need more than Quickbooks Online or Xero. Benefits of Practice Management Software.

Accounting 105

Accounting Accounting Accounting Software QuickBooks 105

CapActix

OCTOBER 10, 2023

Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision. Unlike generic accounting solutions available in the market, this software is meticulously crafted to cater specifically to CPA firms and accountants.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Cloud Accounting Podcast

AUGUST 30, 2019

Then, we discuss the seven reasons why Matt Paff dumped MYOB, why tax preparers are so hesitant to raise their rates, and why, if you’re a bookkeeper, the CPA is not your client. We also explore the benefits of help desk software for accounting firms, what the UPS accountant layoffs mean, and why Uber struggles to account for over $6 billion.

Bookkeeping 40

Bookkeeping CPA XERO QuickBooks 40

CapActix

SEPTEMBER 6, 2023

In fact, for CPA and accounting firms, this new approach to accounting has brought radical changes and never seen before advantages. They will use your software such as Xero or Quickbooks and your working environment to perform their job to deliver productive work within your environment.

Accounting 59

Accounting Accounting CPA Bookkeeping 59

Cloud Accounting Podcast

JANUARY 12, 2020

Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans and budgets in real-time. If you’re using Excel for reporting and forecasting, you’ll save hours every month with Jirav. Mark his word!

XERO 40

XERO CPA QuickBooks Payroll 40

Outsourced Bookeeping

JANUARY 30, 2025

Software Compatibility Most remote bookkeeping solutions use accounting software such as QuickBooks, Xero, FreshBooks, or Wave. Check the pricing plans to detect any undisclosed charges that could affect your budget. Ask the service provider for references from their clients to confirm their level of expertise.

Virtual Bookkeeping 52

Virtual Bookkeeping Bookkeeping Services Bookkeeping Outsourced Bookkeeping 52

Jetpack Workflow

DECEMBER 4, 2023

Setting proper expectations with clients on deliverables and due dates is critical to avoiding scope creep and surpassing a project’s budget. This buffer helps your team do their job well while staying on budget and schedule. ? Track the project’s progress in real time to ensure your costs match your budget.

Accounting 59

Accounting Accounting Budgeting Accounting Software 59

Future Firm

JULY 11, 2023

Assisting with Budgeting and Forecasting : Collaborate with a staff accountant to help with budgeting and forecasting processes. Advanced degrees and designations such as a Master’s in Accounting, CPA, or an MBA can give candidates an edge. An annual budget for upskilling. Why Join Us? 4 weeks of paid vacation.

Accounting 40

Accounting Accounting Financial Analysis Financial Records 40

Invoicera

DECEMBER 31, 2023

Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Xero Xero, an accounting tool, offers user-friendly features like accounting, inventory management, invoicing, and more, all at an affordable price. Data Entry: A Tedious Past, An Automated Present Gone are the days of mind-numbing data entry tasks!

Data Entry 59

Data Entry Accounting Accounting Purchase Order 59

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. Pros: Zero shot AI that can capture data from documents from day 1.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

Nanonets

JANUARY 17, 2024

This allowed their finance team to spot a sudden, unexplained increase in marketing expenses and quickly address the issue, preventing budget overrun. Budgeting isn't a Guessing Game : Expense management turns budgeting into a science rather than a guessing game.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 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

Future Firm

APRIL 10, 2022

Xero’s App Marketplace , for example, allows you to shop for hundreds of apps to connect to their accounting system to transfer data back and forth seamlessly to streamline your accounting functions: Today, this is a basic expectation when it comes to accounting automation. Tip 2: Leverage App Integrations.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

Cloud Accounting Podcast

AUGUST 3, 2020

Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. I'm gonna read the letter, itself - Accounting firms should repay PPP loans - "As a practicing CPA I was glad to see July 15 finally arrive and signal the end of a long busy season. I stopped using mint and I switched to You Need a Budget.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. The IRS has been facing budget cuts for a long time, and they seem to have a problem with talent. Did you know you could be using Synder to automatically do this for you? So that's Reynaldo Arellano. Thank you, Reynaldo. The largest group said, "Let's move it."

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

MARCH 30, 2020

The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. There's a tweet from Meghan Valero, and she said that somebody, a Boston-area CPA, does not want to let his clients email tax documents, even if they're password-protected.

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

AUGUST 11, 2020

With the capabilities of crew tracking, scheduling, jobsite geofencing, teams, and project segmentation, automatic labor allocation, budgeting, and reporting, ClockShark has built a robust mobile time-tracking system to handle the unique challenges that face your clients. It's almost like- and even Xero when they bought Hubdoc.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

APRIL 11, 2020

With features like crew tracking, scheduling, overtime notifications, routes, geofencing locations, job costing, budgeting, and reporting, ClockShark has built a robust mobile time-tracking app to handle the unique challenges that face your mobile workforce clients. The business advisor, to the CPA firm can help navigate that with the client.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Blake Oliver: [00:03:42] So, when do I get my Xero integration, is my question. Karbon has a feature out, Time and Budgets, and a spreadsheet story, as well – a spreadsheet error that led to a hospital opening delay, believe it or not. It's a little- it's scary to release a new offering, right? Blake Oliver: [00:03:39] Yeah.

CPA 40

CPA XERO Budgeting Accounting 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

plans, debuts ‘Xero on Air’ – Accounting Today 44:10 – A refreshed Xero plan to support small businesses during COVID-19 – Xero Blog 50:14 – TD Rolls Out Online Accounting In Bid For Small Biz Accounts – PYMNTS.com 52:53 – Chime is now worth $14.5 Many, many updates from Xero and QuickBooks, and Square, and TD, the bank.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

JULY 28, 2020

With features like crew tracking, scheduling, overtime notifications, routes, geofencing locations, job costing, budgeting, and reporting, ClockShark has built a robust mobile time-tracking app to handle the unique challenges that face your mobile workforce clients. I mean, Kurt's a CPA, right? Again, not that much to report.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. It's not QuickBooks versus Xero anymore. It's QuickBooks and Xero versus the world.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

MAY 10, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. David Leary: [00:07:42] We should set a true budget for PPP. Sage has their Business Cloud Accounting solution, which is kind of their version of QuickBooks Online, or Xero. Stay organized, save time, and get compliant.

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

JUNE 1, 2020

It has an easy-to-use dashboard, integrations with QuickBooks and Xero, and additional automated tools to serve the modern workforce. When you got your CPA, and you took all the CPA exams, how many questions were on those quizzes? Their around-the-clock support team is standing by with dedicated support just for accountants.

Tax 40

Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

JULY 14, 2020

Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans, and budgets in real time. So, I'm also cross-referencing this with the CPA Trendlines analysis that they did. They did pretty good.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

MAY 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. I spotted some data from CPA Trendlines, their research division. Blake Oliver: [00:45:36] According to that CPA Trendlines report, with the job loss, as I mentioned, there's also some good news. It can all be locked down.

Payroll 40

Payroll Billing Deposits Accounting 40

Cloud Accounting Podcast

APRIL 20, 2021

This week, we're examining how they may be losing up to $1 trillion per year due to tax cheats and a lack of tax collectors to go after them, and how the Biden budget might help, especially since a monthly Child Tax Credit is set to roll out this summer. Meanwhile, the AICPA is protecting the CPA license from deregulation in West Virginia.

Collections 40

Collections Tax CPA Bookkeeping 40

Cloud Accounting Podcast

JUNE 16, 2020

Melio is an app that all small businesses are capable of using, regardless of size, shape, or budget. PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. Melio Payments is easy-to-use B2B payments and receivables. Think Venmo, PayPal, or Zelle but for small businesses. It was up on Twitter.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40