Cloud Accounting Podcast

MARCH 23, 2021

Sponsors OnPay: [link] Rewind: [link] Attend Rewind's Webinar Odoo: [link] Show Notes 2:53 - U.S. 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! We appreciate you!

Tax 40

Tax XERO CPA Payroll 40

Nanonets

DECEMBER 15, 2023

For instance, in the B2B sector, a qualified lead might be a decision-maker in an organization with a specific budget and a need that aligns with your offering. ANUM (Authority, Need, Urgency, Money): Explanation : ANUM prioritizes Authority and Need at the top, followed by the Urgency of the solution and Money (budget).

Budgeting 52

Budgeting QuickBooks Invoicing Collections 52

Future Firm

FEBRUARY 3, 2023

Here are some interesting lead magnet ideas that you can set up on your website: A guide with all tax deductions possible A guide with all tax saving opportunities A spreadsheet with instructions on how to create a budget/cash flow projection A tax estimate calculator An eBook on how to automate accounting A business scorecard (ie.

Accounting 52

Accounting Accounting Budgeting Bookkeeping 52

AvidXchange

SEPTEMBER 19, 2017

Technologies we use include NetSuite , QuickBooks , and ACH. ” Run the budget versus actual profit and loss statement (P&L) to note variances that may indicate further analysis is required. We also use Concur’s easy-to-use business travel and expense management software.

Billing 52

Billing AP Accounts Payable Accounts Payable 52

Cloud Accounting Podcast

MARCH 21, 2020

Million of Stock After Reassuring Public About Coronavirus Preparedness 26:38 - Some webinars re: Food Service and Accounting During This Crisis Five Crisis Numbers for Food & Bev - YouTube Now What? I went to two webinars this week that are really focused on restaurants who are struggling with cash flow, obviously.

Tax 40

Tax Billing Payroll Bookkeeping 40

IMA's Count Me

SEPTEMBER 4, 2019

Every conference that I go to, every article that I read, every, every book I pick up, podcast, a webinar, all the rest -- This, this whole conversation on all of these tools, right, are just that tools, right? And it's up to us to be able to understand those tools. Mitch Roshong : (18:55) Okay.

Accounting 40

Accounting Accounting Corporate Finance CPA 40

Cloud Accounting Podcast

APRIL 3, 2020

Melio is an app that all small businesses are capable of using, regardless of size, shape, or budget. By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 3, 2020

David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. David, what is QuickBooks Cash? David Leary: [00:19:47] Yeah, so QuickBooks Cash.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

MARCH 18, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Lack of IRS audits hurts CPAs; IRS to hire as many as 10,000; Brazillian accounting firm raises $160 million; QuickBooks enters restaurant niche; and more

Accounting 40

Accounting Accounting Auditing Computation 40

Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. You finished the week up with a big, huge webinar, or something? So, we planned a series of webinars, and we did one on Friday. We did it on CPAacademy, and 1,758 people attended this webinar. 1,200 people?

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

JULY 7, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get the income, and fees recorded correctly so the deposit amounts match the bank statement, so you can reconcile. There's another story this week.

Tax 40

Tax Auditing Deposits Accounting 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. David Leary: [00:03:17] A lot of smaller ap news.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Accounting Today

JUNE 24, 2025

Tax Vox ( [link] ): As Congress considers expanding the Child Tax Credit as part of its massive budget bill, a flashpoint is whether such a credit discourages parents from working. Yeo & Yeo ( [link] ): What to remind QuickBooks clients about a good mid-year review. New research may indicate an answer.

Corporation Tax 130

Corporation Tax Auditing CPA Accounting Software 130

Insightful Accountant

JUNE 18, 2025

The Top 100 ProAdvisor Reception is set for Monday, June 23, 2025, at the vibrant Howl at the Moon in Orlando, Florida and you’re invited to be part of it. This exclusive event is your chance to celebrate the Top 100 ProAdvisors, along with the Top 25 Up-n-Comers, the Top Categorical winners, and more. .

General Ledger 64

General Ledger Payroll QuickBooks Budgeting 64

finout

MAY 20, 2025

Watch the full webinar here. cost per active QuickBooks user). can guide budgeting and optimization. This blog explores practical strategies and actionable insights for integrating effective KPIs at each stage of your FinOps maturity, based on insights from industry leaders at Roku and Finout. cost per tax return processed).

FinOps 52

FinOps FinOps Cloud FinOps QuickBooks 52

Accounting Today

JUNE 26, 2025

The giant tax measure is now being considered by the Senate, and that chambers rule keepers have yet to determine whether Section 899 comports with budget rules. EDT 2 Min Read Facebook Twitter LinkedIn Email The United States Treasury Department building in Washington, D.C.

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

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. What happens when Congress passes a $3.8 What happens when Congress passes a $3.8

QuickBooks 40

QuickBooks Tax Billing Invoicing 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. We're working, now, on all the different elements of loan forgiveness.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

JUNE 23, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. A billion-dollar budget. We appreciate you! I don't know.

QuickBooks 40

QuickBooks Computation XERO Tax 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

Finance 1:02:32 – Saasable - Recurring Revenue Simplified – Intuit QuickBooks Get in Touch Thanks for listening and for the great reviews! A2X posts tidy summaries of sales, returns, and fees from Shopify and Amazon directly into QuickBooks, or Xero that will exactly match the deposits that appear in your bank account. Let's move on.

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. They really are. It's all over social media. Wait; just wait; just wait.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

APRIL 6, 2020

Core is an all-in-one app for project management, including time and expense tracking, budgets, forecasting, client billing, and accounting. Even though Core is an all-in-one app, it still works nicely with accounting apps, like QuickBooks, and Xero. It includes a full-function mobile app, and a cutting-edge voice-based assistant.

Payroll 40

Payroll QuickBooks Tax Bookkeeping 40

Cloud Accounting Podcast

MAY 10, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. I have never done any webinar that huge and that many. As soon as we disconnected the one webinar, five minutes later, they had to be on that because it's CPE credit. David Leary: [00:07:42] We should set a true budget for PPP.

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

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. David Leary: [00:24:09] Oh, like if we went and Googled some of their old webinars and things. I also have lots of stories this week. We have the new.CPA domain that was released.

CPA 40

CPA XERO Budgeting Payroll 40

Cloud Accounting Podcast

JULY 20, 2020

With ADP Accountant Connect, you can process payroll and easily integrate payroll data to the popular accounting systems, like QuickBooks, Xero, and Sage, and handle their clients' needs anywhere, anytime. They wrote to every single field of QuickBooks Desktop, and every single field of QuickBooks Online. I've said this before.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

JUNE 8, 2020

OnPay include, deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. David Leary: [00:48:53] At QuickBooks Connect, Intuit was kind of showing some of this for accountants. We appreciate you!

Tax 40

Tax XERO Payroll QuickBooks 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. The three-percent off on the Apple credit, yeah. David Leary: [00:43:50] Then, you started to get in there, and you were disappointed because it didn't connect to Mint, or Quicken, or QuickBooks.

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. The AICPA had another one of their weekly webinars. Then, QuickBooks added bills, and now, Xero added bills.

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. Is there a cloud software you recommend for expense reimbursements that will link directly to QuickBooks. Automate this process and get client answers instantly with ClientHub's QuickBooks Online integration.

Payroll 40

Payroll Billing Deposits Accounting 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. By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 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 XERO 40

Cloud Accounting Podcast

NOVEMBER 8, 2023

All this, and other news including NASBA's CEO's upcoming retirement, IRS budget cut updates, and generational differences around public accounting work environments. All this, and other news including NASBA's CEO's upcoming retirement, IRS budget cut updates, and generational differences around public accounting work environments.

CPA 69

CPA Accounting Accounting QuickBooks 69

Cloud Accounting Podcast

SEPTEMBER 15, 2020

Connect to your QuickBooks file, and Kabbage will tell you how much you can borrow, and then you can borrow online. Blake Oliver: [00:33:07] I still don't think there's a QuickBooks integration, so if you've got customers using that, it's got to be a disaster. This is why you have QuickBooks Payroll here in the States.

Tax 40

Tax Payroll Financial Statements QuickBooks 40

Cloud Accounting Podcast

OCTOBER 1, 2020

I know that QuickBooks released their new e-commerce solution that's built into QuickBooks Online. You posted something about an API that is a really interesting change to QuickBooks with recurring transactions. Let's talk about QuickBooks Commerce. Keeping an eye on your clients' cashflow is now more important than ever.

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

AUGUST 17, 2020

Even if they don't integrate it into QuickBooks, it's a good investment because e-commerce is growing so much right now. They might still use QuickBooks; they might be a QuickBooks customer, but ultimately, they're not spending their time there, which means now you can't push a loan product on them.

Payroll 40

Payroll Tax Accounting Accounting 40