Future Firm

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. To get to know who’s out there, there’s no better way than attending local networking events to collect some business cards. Collect business cards from every new business owner you meet. Xero Practice Manager.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

JULY 1, 2019

Sponsors FloQast: [link] AutoEntry: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 01:45 - We got more reviews! Click here to leave a review on iTunes. 07:23 - Scaling New Heights 2020 will be in St.

CPA 40

CPA QuickBooks XERO Bookkeeping 40

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

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 QuickBooks Accounting Software 105

Future Firm

JULY 13, 2022

Different cybersecurity threats you need to be aware of that your CPA firm may encounter. Most firms these days are using cloud accounting technology apps like Xero & Quickbooks Online. to keep your accounting firm safe and secure. Key Takeaways. Importance of why you must have accounting security for the safety of your business.

Computation 98

Computation Accounting Accounting XERO 98

Jetpack Workflow

JUNE 5, 2025

First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients books. Consider other software options like an invoicing app to make client billing easier or a file-sharing app to collect and manage client documents and e-signatures. Also, consider a workflow management system like Jetpack Workflow.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping Billing Bookkeeping Services 52

Jetpack Workflow

JUNE 1, 2023

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. Maxim Liberty Since 2005, Maxim Liberty has offered flexible and affordable outsourced bookkeeping services for CPA firms in Canada and the United States.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping Accounting 52

Jetpack Workflow

OCTOBER 25, 2023

First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients’ books. Consider other software options like an invoicing app to make client billing easier or a file-sharing app to collect and manage client documents and e-signatures.

Bookkeeping 59

Bookkeeping Bookkeeping Services XERO CPA 59

Future Firm

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. Automated lead capture automatically collects contacts through landing pages and lead forms. Collects client information from any source. 5) Higher Productivity and Efficiency. 14-day free trial.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Jetpack Workflow

DECEMBER 5, 2023

From navigating client acquisition strategies to building a qualified team you can depend on, the path to expanding your CPA firm can seem overwhelming. That can give them a sense of collective support, improving their satisfaction and your working relationship.

Accounting 52

Accounting Accounting Data Entry Invoicing 52

Future Firm

JULY 11, 2023

Advanced degrees and designations such as a Master’s in Accounting, CPA, or an MBA can give candidates an edge. Technical Skills Proficiency in common accounting software like QuickBooks or Xero is essential. Handle accounts payable and accounts receivable functions, including invoice processing and collections.

Accounting 40

Accounting Accounting Financial Analysis Financial Records 40

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

Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction. 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.

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

Cloud Accounting Podcast

OCTOBER 12, 2021

Is it too hard to become a CPA? Practitioners speak out [link] 5:50 – CPA firms lay out top issues in 2021 and beyond [link] 9:42 – Service levels hit new lows at swamped IRS [link] 11:28 – IRS didn’t spot $20.6M We've got some listener feedback on the difficulty getting the CPA (and whether it was worth it).

CPA 40

CPA XERO Tax Collections 40

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. It's a letter to the editor. What does that mean?

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. So, if they don't file the returns, if the deadline doesn't stick, and it gets extended again, then clients aren't gonna turn in their paperwork, and the firm is not gonna be able to collect the cash. So that's Reynaldo Arellano. Thank you, Reynaldo.

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

APRIL 11, 2020

The business advisor, to the CPA firm can help navigate that with the client. Accountants and bookkeepers love Relay because they get a partner portal, can manage staff access without compromising security, and enjoy enriched direct bank feeds to QuickBooks Online, and Xero. Stay on the payroll." That's right, Blake.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

JULY 28, 2020

My biggest takeaway from the conversations was how you can 100 percent use BQE Core as your standalone accounting system or pair it up with either QuickBooks Online, or Xero. Blake Oliver: [00:38:04] So, she was out $17,000; couldn't collect it. David Leary: [00:38:04] $17,000. I mean, Kurt's a CPA, right? So, what happened.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We appreciate you!

Payroll 40

Payroll Tax QuickBooks CPA 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 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. So, how are these businesses gonna reopen if they can't bring people back to work because those people are sitting at home collecting fat checks? I spotted some data from CPA Trendlines, their research division.

Payroll 40

Payroll Billing Deposits 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

So, I'm also cross-referencing this with the CPA Trendlines analysis that they did. CPA Trendlines says that 6,610 tax, accounting, payroll, and bookkeeping firms, so far, received millions in SBA-PPP money. There were the CPA firms, who were angling to force the banks to pay agent fees. Now, Xero, you can email a bill to Xero.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

APRIL 19, 2020

SmartBooks Genie grants your wish for a streamlined practice. __ Blake Oliver: [00:25:07] Here you have less than 20 percent of the money going to 80 percent of the businesses, and the top 20 percent of the businesses collected 80 percent of the money. 169: It was Bird, not Lime! It flipped.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

APRIL 20, 2021

Meanwhile, the AICPA is protecting the CPA license from deregulation in West Virginia. sues Trump ally Roger Stone, alleging he owes about $2 million in unpaid taxes [link] 23:00 – Listener voicemail!

Collections 40

Collections Tax CPA Bookkeeping 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

JUNE 16, 2020

PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. Just like we've been talking, Xero, Intuit, QuickBooks, they gotta become banks because the banks are heading towards the accounting package, as well. [00:05:57] Wave had a big announcement this week. It was up on Twitter. They're out.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

OCTOBER 1, 2020

I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that. Millions of Americans Don’t Think So. 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

Blake Oliver: [00:10:37] The reason that the Trump administration is concerned with TikTok is because - and this is a legitimate concern - the app is owned by a Chinese company, and it aggressively collects data on American citizens, when you load TikTok. Blake Oliver: [00:23:20] Xero has released a chart of accounts templates in Xero HQ.

Payroll 40

Payroll Tax Accounting Accounting 40

Cloud Accounting Podcast

JULY 16, 2021

Job Openings Hit Record 9.2M

Tax 40

Tax XERO Bookkeeping CPA 40