Earmark Accounting Podcast

FEBRUARY 8, 2024

Phong Ngo and Charle Howe join Blake to discuss how their accounts payable automation software is helping small and mid-sized manufacturers, construction companies, and other businesses capture detailed invoice data to enable precise job costing and reporting without expensive ERP implementations.

Accounts Payable 59

Accounts Payable Accounts Payable Data Entry Accounting 59

Accounting Tools

NOVEMBER 1, 2023

Here are several examples of the types of transactions in which an accountant may become involved: Issuing an invoice to a customer , which involves recording a sale and account receivable. Receiving an invoice from a supplier , which involves recording an expense or asset and an account payable.

General Ledger 75

General Ledger Accounting Accounting Financial Statements 75

Nanonets

MARCH 15, 2024

Today, Large Language Models (LLMs) can claim to pass the CPA exam, but are they really ready to take over the accounting world? These tasks are activities like data entry, invoice processing, and financial analysis, which are crucial for decision-making, operational planning, and risk management.

Data Entry 59

Data Entry Accounting Accounting General Ledger 59

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

JANUARY 23, 2023

Virtual assistants for CPAs can also handle invoicing and billing, oversee deadlines, and are capable of creating documents and spreadsheets. Virtual assistants for CPAs can also handle invoicing and billing, oversee deadlines, and are capable of creating documents and spreadsheets.

CPA 97

CPA Data Entry Bookkeeping Invoicing 97

Jetpack Workflow

MAY 22, 2024

We’ve talked with hundreds of accounting professionals over the years and gained an inside look at how the top CPA firms organize their client work. Review invoices from the current period to identify any outstanding payments. Send an invoice to the client to receive payment for your tax preparation services.

Accounting 59

Accounting Accounting Payroll Tax 59

Less Accounting

NOVEMBER 18, 2022

January through April can feel like an all-out scramble to collect and track down information for your CPA. What’s the status of your invoices? Prep for your CPA Reports to Run When you want to prepare for tax season, you’ll need to know how to run reports for your accountant. Talk to your CPA about what system is best for you.

Tax 52

Tax CPA Accruals Bookkeeping 52

Intuit

JUNE 23, 2023

Invoicing: As an accountant, you may be in charge of sending, tracking, and managing invoices. Some certifications to consider include: Certified Public Accountant (CPA): This certification requires individuals to have extensive schooling (150 credit hours), pass the uniform CPA exam and maintain ongoing annual education requirements.

Accounting 130

Accounting Accounting Bookkeeping QuickBooks 130

CapActix

AUGUST 17, 2023

CPA tax preparation requires a more meticulous approach to keep customers happy. They need to make sure that they have the best tax software for CPAs and accounting firms to provide satisfactory service to their clients by filling in flawless tax returns. They have the complex job of managing different bills, invoices, cash memos, etc.

Tax 52

Tax Data Entry CPA Accounting 52

Intuit

AUGUST 30, 2023

Part-Time Bookkeeper Part-time bookkeepers help businesses record financial transactions and maintain organized records, including purchases, expenses, invoices, payments, and sales. In addition, you may increase your chances of being hired if you’re certified as a CPA.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

Accounting Tools

MAY 21, 2023

The position can be assisted by an outside CPA who advises on how to record certain of the more complicated business transactions. This means that the full charge bookkeeper reports straight to a senior manager, such as the president, and may interact directly with the company's board of directors and auditors.

Bookkeeping 75

Bookkeeping Petty cash Payroll Reconciling 75

Accounting Tools

APRIL 12, 2023

For example, if a contract with a customer does not allow a business to issue an invoice until the end of a project, the company will be unable to report any revenue until the invoice has been issued and cash received. However, this may not be the case for a small business that cannot afford the services of a CPA to prepare its books.

Accruals 75

Accruals Financial Statements Accounting Accounting 75

Invoicera

DECEMBER 31, 2023

Improved Workflow Automation optimizes workflow by creating a seamless process for invoicing, expense tracking, and financial reporting tasks. Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Invoice Processing: From Chaos to Clarity Automation streamlines the invoice processing journey.

Data Entry 59

Data Entry Purchase Order Accounting Accounting 59

CapActix

APRIL 30, 2023

Now, you can reduce your exhaustion level by learning a few QuickBooks keyboard shortcuts such as – Ctrl+A – To display the accounts chart window Ctrl+C – To copy the selected part to the clipboard Ctrl+D – To delete anything like an invoice, transaction, check, etc. Thus, you should customize your QuickBooks as per your needs.

QuickBooks 98

QuickBooks Reconciling Accounting Software Bookkeeping Services 98

Cloud Accounting Podcast

APRIL 15, 2019

Here’s a keeper: “ Using Quicken for farm and ranch accounting ” 14:46 -- Xero's out with a new look for their invoicing feature , which now includes auto save and a nifty application of artificial intelligence for coding transactions 16:24 -- Canopy released their new mobile app. 27:19 -- How many CPA firms permit flexible and remote work?

CPA 40

CPA QuickBooks Tax XERO 40

Nanonets

JUNE 7, 2023

While Chat-GPT may be able to pass the CPA exam and generate incredible walls of text, true AI automation looks different (and isn’t as straightforward as a 1-line prompt). Even the humble OCR - that has been around for decades - reduces the time taken to process an invoice by at least 60%, saving AP teams multiple days every month.

Accounts Payable 52

Accounts Payable Accounts Payable AP Accounting 52

Cloud Accounting Podcast

SEPTEMBER 16, 2021

Sponsors CPA Charge: [link] DEXT: [link] Rewind: [link] Show Notes 2:58 – EisnerAmper Gets Private Equity Backing [link] 9:46 – KPMG's UK arm among first to set targets for working class staff [link] 11:58 – Here’s What We Know Right Now About the New COVID Vax Requirements at KPMG US [link] 13:07 – Most U.S.

Tax 40

Tax CPA Invoicing Accounting 40

Nanonets

JUNE 7, 2023

While Chat-GPT may be able to pass the CPA exam and generate incredible walls of text, true AI automation looks different (and isn’t as straightforward as a 1-line prompt). Think of fields like invoice numbers, dates, dollar amounts - getting any of these wrong has major consequences. Where do you start? The good news?

Accounts Payable 52

Accounts Payable Accounts Payable AP General Ledger 52

Remote Quality Bookkeeping

NOVEMBER 1, 2022

There are various accounting services, including: Invoicing Payrolls processing Tax preparation Long-term tax strategy There are more services an outsourced accounting can help with. Make your accounting seamless through our professionals, which include CPA and CFO level staff. Do you want one to handle your taxes?

Outsourced Bookkeeping 52

Outsourced Bookkeeping Accounting Accounting Bookkeeping 52

Future Firm

SEPTEMBER 1, 2023

Invoicing, bank reconciliations, bank and credit card feeds, financial reporting, managing accounts payable and accounts receivable, multi-currency, and the ability to connect to 100’s of 3rd party apps to help small businesses automate all parts of the accounting process. Then snap pics of your receipts and accounts payable invoices.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Accounting Tools

JULY 27, 2023

Billing Clerk The billing clerk position is responsible for invoicing customers, submitting the invoices to customers by whatever means are required, issuing credit memos, and keeping the billing records up-to-date. The following list contains brief descriptions of the more commonly recognized types of accountants.

General Ledger 40

General Ledger Accounting Accounting Payroll 40

Jetpack Workflow

APRIL 6, 2023

Managing your accounting team’s workload as a CPA or accounting firm owner can be time-consuming, especially when you feel like you’re drowning in work. Emphasize Training and Development Emphasizing training and development can be a game-changer for CPA and bookkeeping firms.

Accounting 52

Accounting Accounting CPA Data Entry 52

Jetpack Workflow

FEBRUARY 22, 2023

This list includes tasks such as invoice verification, transaction data entry, vendor account reconciliation, addressing vendor errors, loading payments into the banking system, and issuing checks. You then code these activities with X, D, or S. .” — Gianna Nguyen Manager, Nguyen & Company CPA “It’s been amazing.

Accounting 52

Accounting Accounting CPA Auditing 52

Remote Quality Bookkeeping

FEBRUARY 23, 2024

Income, expenses, bills, and invoices should be appropriately tagged and coded. If your bookkeeper takes too long to do your books, invoices and bills will keep piling up and you won’t have the correct information about your business. After all, you must be paid for the goods and services you provide to be on time for your payments.

Bookkeeping 52

Bookkeeping Bank Reconciliation Outsourced Bookkeeping Certified Bookkeeper 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.

Outsourced Bookkeeping 52

Outsourced Bookkeeping Bookkeeping Services AR / AP Bookkeeping 52

Cloud Accounting Podcast

MARCH 31, 2021

Billion Valuation [link] 35:11 - BQE Software secures growth investment for accounting suite [link] BQE Software Secures Significant Growth Investment from Serent Capital [link] 36:01 - Dallas Tech Startup, BaCo Tech, Receives US Patent for CPA Firm Transaction-Based Workflow [link] 37:12 – A review! Thank you, Adam CPA!

XERO 40

XERO CPA Collections Auditing 40

Future Firm

JULY 21, 2022

Engagement letters for your accounting or CPA firm is a legal document agreement sent to your clients that describes the overall business relationship with your client, clearly defining: Services included and how they’ll play out. There are several invoice and proposal platforms and a few that include built-in engagement letter features.

Accounting 98

Accounting Accounting Accruals Bookkeeping Services 98

Jetpack Workflow

AUGUST 10, 2023

Who it’s for: Specifically built for accountants, CPA firms, and bookkeepers, Jetpack Workflow standardizes recurring client work, automates workflows, and tracks team progress on projects and tasks so you never miss an important client deadline.

Bookkeeping 52

Bookkeeping Billing Invoicing CPA 52

Jetpack Workflow

AUGUST 10, 2023

Who it’s for: Specifically built for accountants, CPA firms, and bookkeepers, Jetpack Workflow standardizes recurring client work, automates workflows, and tracks team progress on projects and tasks so you never miss an important client deadline.

Bookkeeping 52

Bookkeeping Billing Invoicing CPA 52

Cloud Accounting Podcast

FEBRUARY 14, 2023

Biden vows to veto GOP plan to abolish the IRS; CPA exam takers down 25% since 2018; IRS too busy to replace old computers, suspends project Sponsors OnPay - [link] Relay - [link] First Republic Bank - [link] Need CPE? WSJ asks: "How can we make accounting cool?"; WSJ [link] Passing or failing?

Accounting 40

Accounting Accounting Deposits QuickBooks 40

CapActix

NOVEMBER 11, 2022

Now, you can reduce your exhaustion level by learning a few QuickBooks keyboard shortcuts such as – Ctrl+A – To display the accounts chart window Ctrl+C – To copy selected part to the clipboard Ctrl+D – To delete anything like an invoice, transaction, check, etc. Thus, you should customize your QuickBooks as per your needs.

QuickBooks 52

QuickBooks Reconciling Bookkeeping Services Accounting Software 52

Cloud Accounting Podcast

SEPTEMBER 1, 2020

CPA Trendlines 42:18 – Does the US tax code favor automation? Brookings 46:32 – Blake Oliver's Accounting Story – Yaeger CPA Review 47:56 – The Future of Business - How Finance is Becoming a Catalyst For Change (PDF) – NetSuite Get in Touch Thanks for listening and for the great reviews! Makes sense, right? What do we get?

Payroll 40

Payroll Tax QuickBooks CPA 40

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. Billing and invoicing: This feature is crucial for sending invoices and tracking payments. The invoicing features are not user-friendly for some users and invoices cannot be altered by date.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

AvidXchange

MARCH 22, 2024

He’s served as a CPA, controller and CFO at different times throughout his career. Automating tasks like coding invoices lets your team focus more time on value-added tasks like analyzing reports. Perry has first-hand knowledge of how AP automation can positively impact accounting and finance departments.

Accounting 52

Accounting Accounting AP Budgeting 52

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

Billah and Associates

NOVEMBER 28, 2022

Bookkeepers can take reconciling, invoicing, running payroll and more off your plate. On the off chance that you’re not on top of your bookkeeping, you will scramble to find every one of your receipts and invoices come tax time. In addition, your CPA will be extremely content with you!

Bookkeeping Services 52

Bookkeeping Services Bookkeeping Budgeting Tax 52

Nanonets

JUNE 29, 2023

It provides businesses with a centralized platform to capture, categorize, and monitor various types of expenses, such as travel expenses, employee reimbursements, vendor invoices, and more. Nanonets reads transaction information from any source, updates the invoice, and posts to your ERP.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52