Cloud Accounting Podcast

JULY 3, 2025

Blake and David explore the reality behind the AI agent hype as QuickBooks, Digits, and Big Four firms launch their "digital teammates." Blake and David explore the reality behind the AI agent hype as QuickBooks, Digits, and Big Four firms launch their "digital teammates." They also dig into Xero's massive $2.5

XERO

accountingfly

JUNE 2, 2025

Licensure and Credentials Front and Center If youre a CPA, put that at the top, next to your name or in a prominent certification section. Recruiters are actively filtering for credentials like: CPA CMA EA MBA (when relevant to the role) This is one of the accounting resume tips recruiters want most: dont bury your credentials.

Accounting

Jetpack Workflow

JUNE 19, 2025

If you’re rebilling for services such as QuickBooks online or another accounting system, the passthrough of the billing (with or without a service fee, depending on your pricing structure) should be included in the engagement letter. Answering questions regarding accounting posed by your CPA or tax preparer.

Bookkeeping

Less Accounting

AUGUST 6, 2025

Less Accounting Maxim Liberty Pricing Model Fixed monthly fee; unlimited support Hour‑based buckets; 30 hours at $9/hr, extra hours billed at $9/hr Credentials Team of credentialed Filipino CPAs Indian bookkeepers with bachelor’s degrees (no CPA requirement) Location & Ownership U.S.-based GAAP and QuickBooks.

Accounting

Intuit

JULY 31, 2025

Nearly all accountants (98%) have used AI automation to help clients, according to a recent Intuit QuickBooks survey. Research keywords that your ideal clients search for—for example, “CPA for small businesses in [your city]” or “tax help for freelancers.” Start by making sure your site loads quickly and looks great on any device.

Accounting

CapActix

FEBRUARY 27, 2025

Businesses using accounting software like QuickBooks, Xero, or FreshBooks can easily pull these reports. Hiring a Professional Tax Preparer or CPA For businesses with complex tax situations, hiring a Certified Public Accountant (CPA) or professional tax preparer is a smart investment.

Tax

accountingfly

MAY 19, 2025

Example: Im a CPA with 7 years of experience in public accounting, SaaS, and eCommerce. Certifications : Add all relevant credentials (CPA, EA, CMA), as these are often key filters recruiters use when searching for candidates. Write a Compelling About Section This is your elevator pitch.

Accounting

CapActix

MAY 16, 2025

Some of the popular examples of the best AI accounting software solutions that adopted AI include platforms like Xero, Zoho Books, and QuickBooks. According to a 2024 report by CPA Practice Advisor, 58% of U.S. These tools have the much-needed AI capabilities. These tools aren’t limited to bookkeeping.

Accounting Software

Jetpack Workflow

MAY 29, 2025

mentioned the use of a client assessment worksheet that evaluates the current state of a client’s QuickBooks file. 00:25:04] Dark Horse CPA program details. Onboarding and Client Assessment When onboarding new clients, Dark Horse emphasizes fixed pricing rather than hourly billing. 00:12:05] CAS work composition flexibility. [00:16:25]

Accounting

Jetpack Workflow

JUNE 5, 2025

First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients books. Josh Bauerle, founder of CPA on Fire, offers evergreen insights on his Growing Your Firm podcast episode on getting the initial clients for your new business. Also, consider a workflow management system like Jetpack Workflow.

Bookkeeping

Insightful Accountant

JUNE 19, 2025

As an Advanced Certified QuickBooks Online ProAdvisor, she helps small businesses improve their financial literacy, unlock capital, and drive growth. She collaborates with CPA firms seeking QuickBooks Online (QBO) experts and supports peers eager to master the trade.

General Ledger

accountingfly

JULY 24, 2025

Here are some of this week’s top remote tax and accounting candidates. Sign up now to receive the full list of available top candidates on a weekly basis!

Tax

Accounting Today

JUNE 24, 2025

AICPA & CIMA Insights ( [link] ): Congratulations to Chi Lam, CPA, MBA, a Ph.D. Yeo & Yeo ( [link] ): What to remind QuickBooks clients about a good mid-year review. Trout CPA ( [link] ): How taxes and many other considerations figure into valuations for owners of trucking businesses.

Corporation Tax

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. Could be QuickBooks or Zoho Books; the integration will guarantee smooth data flow and less manual intervention. What tools do they use, and how secure are they?

Bookkeeping Services

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

CapActix

JUNE 26, 2025

Integrating Property Management Software for Accuracy In real estate, many companies use accounting software such as AppFolio, Buildium, or QuickBooks Online, which makes it easier to incorporate the property management system into the accounting system.

Tax

Cloud Accounting Podcast

JANUARY 18, 2025

Blake and David dive into major industry news, including Ohio ending the 150-hour CPA rule, setting a potential precedent for other states. They also discuss the Blackston acquisition of Citrin Cooperman and explore the implications of private equity involvement in accounting firms.

CPA

Cloud Accounting Podcast

JUNE 5, 2025

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

accountingfly

MARCH 27, 2025

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

Auditing

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.

QuickBooks

accountingfly

FEBRUARY 13, 2025

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

Accounting

accountingfly

MARCH 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)

Tax

accountingfly

APRIL 10, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23973595 Education: BS, MS Accounting Experience (years): 10+ years accounting experience Work experience (detail): 9+ tax in public accounting Tax research and client advisory HNWIs, SMBs, S Corps, family office tax clients Account reconciliations and year end workpapers International tax inbound / outbound (..)

Auditing

Accounting Department

FEBRUARY 8, 2024

Have you or your clients outgrown Quickbooks or a related solution? Date: Friday, February 9, 2024 Time: 12:00 PM EST CPA: 1.00 Need to streamline the process of handling operations? Stuck in an old system that is slowing down growth? Then this session is for you. Cost: FREE!

QuickBooks

Intuit

SEPTEMBER 18, 2024

Table of Contents Florida CPA Requirements How to Become a CPA in Florida CPA Jobs According to Florida’s Department of Business & Professional Regulation (DBPR), there are more than 36,000 Certified Public Accountants (CPAs) and 5,000-plus CPA firms in the state. CPAs must renew their licenses every two years.

CPA

Intuit

SEPTEMBER 18, 2024

Table of Contents California CPA Requirements How to Become a CPA in California CPA Jobs Remote CPA Jobs Certified Public Accountants (CPAs) have met strict educational and professional criteria to reach the CPA designation. In short, the CPA designation is a marker of excellence in the accounting field.

CPA

Intuit

SEPTEMBER 18, 2024

Table of Contents Texas CPA Requirements How to Become a CPA In Texas CPA Jobs Remote CPA jobs Certified Public Accountants (CPAs) are like the guarantors of financial integrity and expertise for an organization. Read on to find out how to secure the coveted CPA certification for yourself in the state of Texas.

CPA

Intuit

AUGUST 30, 2024

Common certifications include Certified Bookkeeper (CB) or QuickBooks ProAdvisor. The most sought-after credential is the Certified Public Accountant (CPA) license, which is necessary for any accountant who files a report with the Securities and Exchange Commission (SEC).

Bookkeeping

Intuit

NOVEMBER 20, 2023

Table of Contents What is a CPA? What does a CPA do? What is a CPA License? How to Become a CPA? CPA Requirements by States Available Career Opportunities at Intuit for CPA Entry-Level CPA Jobs Are you ready for an exciting new career as a Certified Public Accountant (CPA)? What is a CPA?

CPA

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

SEPTEMBER 9, 2024

Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero. This will improve readability and allow you to highlight the specific software programs (QuickBooks, Xero, etc.) For instance, you might highlight your Certified Bookkeeper (CB) or Certified Public Accountant (CPA) designations if you have them.

Bookkeeping

CapActix

APRIL 30, 2023

In this digital world, QuickBooks is a comprehensive bookkeeping and accounting software that is helping numerous businesses to smoothly record their finances. QuickBooks accounting software is highly popular and loaded with numerous features – from bank integration to bookkeeping services. What are the 15 QuickBooks tips?

QuickBooks

Cloud Accounting Podcast

APRIL 26, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes Blake Oliver on Twitter: "My speaking session was selected for #Expensicon” [link] SURVEY: Busy Season Looking Good - CPA Trendlines [link] EY Confronts Slowing Growth After Breakup Deal Fails - WSJ [link] (..)

CPA

Earmark Accounting Podcast

AUGUST 4, 2023

Major changes are afoot in the world of QuickBooks. Intuit is phasing out QuickBooks Desktop Pro while touting QuickBooks Online and Enterprise as the future, though Hector predicts Desktop will still have a 2024 edition. 09:52) - What's new with QuickBooks Desktop Pro and Premier? (18:01)

CPA

accountingfly

JULY 18, 2024

These are just a few of our top remote accounting candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!

CPA

Earmark Accounting Podcast

MARCH 1, 2024

(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit’s current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.

QuickBooks

Intuit

MARCH 21, 2023

He credits his wife, a CPA and director of tax at a large corporation, with helping the business succeed. Using Intuit QuickBooks , she helps him stay organized and handles the financials and taxes. “A really well-sharpened knife is just geometry,” he explains. “It’s It’s just two flat planes meeting at an acute apex.

CPA