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

Invoicera

DECEMBER 31, 2023

Accounting professionals often find themselves wrestling with mundane tasks: reconciling transactions, generating reports, or manually inputting data, leaving them little time for value-added activities. Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Which aligns perfectly with our unique business needs?

Data Entry 59

Data Entry Purchase Order Accounting Accounting 59

Future Firm

JULY 11, 2023

Bank Account Reconciliation : Staff accountants maintain accurate bank account records by diligently reconciling financial records with bank statements, promptly detecting and addressing discrepancies. Advanced degrees and designations such as a Master’s in Accounting, CPA, or an MBA can give candidates an edge.

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

IMA's Count Me

APRIL 19, 2020

Oh, I got to talk to my accountant and I talked to my tax rep, I talked to my CPA. So I was actually on the surge (Just want to make sure that is the appropriate way to spell the Podcast title) podcast with JJ, the CPA, and what are the conversation or topics we hit on there was invoicing. A lot of clients see us as an expense.

Accounting 40

Accounting Accounting Billing CPA 40

Nanonets

JANUARY 17, 2024

Handling exchange rates, compliance with foreign regulations, and reconciling multicurrency transactions require specialized tools and expertise. Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction. Pros: Zero shot AI that can capture data from documents from day 1.

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

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. Did you know you could be using Synder to automatically do this for you? Thank you, Blake and David, for this invaluable and unique resource - you've helped me and my firm in our journey to the future of cloud accounting and CFO advisory services." Thank you, Reynaldo.

Tax 40

Tax Auditing Deposits Accounting 40

accountingfly

MAY 22, 2025

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

Auditing 52

Auditing Tax 1099 Preparation CPA 52

Cloud Accounting Podcast

APRIL 11, 2020

Then, slightly more- the remainder of that, more than the folks who got the money, said they had their applications rejected. [00:11:18] I can't reconcile that number of five percent or so to anything official from the SBA, or from the administration, except for a few posts that came out. percent, on Wednesday, said they had money.

Payroll 40

Payroll Accounting Accounting Bookkeeping 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

SEPTEMBER 7, 2020

Blake Oliver: [00:03:42] So, when do I get my Xero integration, is my question. Because, as we have discussed in the past, the hiring of CPAs. Well, it's actually not CPAs, it's the hiring of accounting degrees into CPA firms has declined by 30%. VOICEMAIL! It's a little- it's scary to release a new offering, right?

CPA 40

CPA XERO Budgeting Payroll 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

MAY 10, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Andrea Carr, CPA; she was on an AICPA town hall on May 7 and heard on that, from the AICPA, that all the PPP loan applications will become public under the Freedom of Information Act, eventually. Blake Oliver: [00:14:12] Who was it?

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

JUNE 28, 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. They use QBO or Xero. he's a CPA first.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

JULY 14, 2020

Blake Oliver: [00:08:30] Mm-hmm. David Leary: [00:08:30] As long as the money was- the loans were taken out, and the money was used to pay employees on payroll, and that all reconciles through, I don't think there's problems with this. So, I'm also cross-referencing this with the CPA Trendlines analysis that they did.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

APRIL 19, 2020

mean, obviously, we're talking to accountants and bookkeepers, and this is what drove our initial skepticism about the numbers coming out on day one is we couldn't reconcile them with what we were hearing from accountants and bookkeepers. David Leary: [00:45:14] A lot of Botkeeper's things was "No, bank feeds suck in QuickBooks and Xero.

Payroll 40

Payroll Bookkeeping Accounting Accounting 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