accountingfly

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

MS Office 52

MS Office QuickBooks Accounting Accounting 52

accountingfly

APRIL 18, 2024

Client software training, resolves client technical issues Manages 25+ clients Also experienced with tax support, client account audits, and general ledger cleanup Client niches: medical practices, contractors, service industry Tech Stack: QBO, QBD, Accounting CS, UltraTax and Fixed Assets Remote Work Experience: Y (limited) Salary: $65K – $75K (..)

General Ledger 52

General Ledger CPA Accounting Accounting 52

Xero

JUNE 6, 2022

When Xero was founded in 2006, we were just at the beginning of what was to become the new era of accounting, in the cloud. In a Xero study undertaken in 2021 we found that 68% of small businesses want to improve their sustainability practices, but many don’t know where to start. appeared first on Xero Blog.

Bookkeeping 235

Bookkeeping Accounting Accounting XERO 235

Cloud Accounting Podcast

MARCH 28, 2023

billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) Show Notes Texas Close to Allowing CPA Candidates to Test with 120 Credits [link] South Carolina's Top Accountant to Step Down After $3.5

CPA 97

CPA XERO Auditing QuickBooks 97

Cloud Accounting Podcast

JUNE 16, 2019

Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 8:42 — A listener asks if the CPA is worth it. Blake responds. Blake responds. explored this question earlier this month.

CPA 40

CPA XERO Bookkeeping Services Accounting 40

Xero

JULY 7, 2022

At Xero, we’re passionate about mentoring and encouraging the next generation of accounting, small business, and finance leaders. I plan to pursue the five year Masters of Accountancy program that will allow me to qualify for the CPA exam. As I mentioned, the ACAP played a major role in my pursuit of a CPA.

XERO 177

XERO CPA Tax Bookkeeping 177

Cloud Accounting Podcast

AUGUST 11, 2021

Sponsors CPA Charge: [link] AFO Wealth Management Forward: [link] Client Hub: [link] Show Notes 3:00 – Risk Assessment and COVID 10:30 – Square to Buy Installment Lender Afterpay for $29B [link] 19:21 – Rootworks Acquires CPA Practice Advisor [link] 19:36 – Right Networks Acquires Rootworks [link] 20:57 – Windows 365 costs how much!?

XERO 40

XERO CPA Data Entry Bookkeeping 40

Cloud Accounting Podcast

DECEMBER 16, 2019

Show Notes 01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!| AICPA 06:14 – With more specialization, CPAs will now be more useful to employers! CPA Practice Advisor 41:20 – A one-stop shop for all your payroll and HR needs?

CPA 40

CPA Payroll QuickBooks XERO 40

Cloud Accounting Podcast

AUGUST 30, 2023

Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers. 46:26) - LegalZoom launches LegalZoom Books (49:02) - How many Ohio CPAs have tried ChatGPT at all? (51:57)

Accounting 67

Accounting Accounting XERO CPA 67

Cloud Accounting Podcast

JUNE 1, 2023

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more! With $3 Billion.

CPA 52

CPA XERO AP QuickBooks 52

Cloud Accounting Podcast

MAY 27, 2019

This episode of the Cloud Accounting Podcast is sponsored by Xero. Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online ! You’ll learn how your practice can benefit from the full power of the Xero Platform and earn CPE credit. Thank you to this week’s sponsor!

XERO 40

XERO QuickBooks CPA Accounting 40

accountingfly

MARCH 21, 2024

FT Accounting (Permanent) | Candidate ID # 20167349 Certifications: N/A Experience (years): 8 total, all in public accounting Work experience (highlight): Senior Accountant at a large public accounting firm with focus on outsourced accounting services Prepares closing schedules, reviews reconciliations, and facilitates payroll for multiple clients (..)

Accounting 59

Accounting Accounting Financial Statements Payroll 59

Cloud Accounting Podcast

MARCH 10, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] (00:00) - Catching Up On AccounTech News (00:47) - Introduction and why we are doing this extra episode (01:42) - Voice authentication in the banking industry (04:45) - ESG update from David (14:02) - Deloitte's Australia becomes a victim (..)

General Ledger 59

General Ledger QuickBooks CPA XERO 59

Xero

OCTOBER 4, 2022

As we celebrate Hispanic Heritage Month at Xero, I have been reflecting on our theme, “Esta es mi gente” or “These are my people” and what it means to be part of a community that supports and uplifts one another. I’ve been fortunate enough to see this unfold first-hand leading Xero’s US Hispanic team.

XERO 237

XERO Bookkeeping CPA Accounting 237

Jetpack Workflow

JANUARY 4, 2024

Heyward, the principal at Heyward CPA. They will also gain insights into the host’s tech stack for practice management and accounting, including their preference for Xero over QuickBooks Online. In terms of James’ tech stack at Heyward CPA, he mentions utilizing Jetpack Workflow, HelpScout, and some others.

QuickBooks 52

QuickBooks CPA Accounting Accounting 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

Earmark Accounting Podcast

SEPTEMBER 14, 2023

Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Scott Scarano Website: [link] LinkedIn : [link] Twitter : [link] Learn more about Scott's firm, Padgett NC Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

Accounting 59

Accounting Accounting XERO CPA 59

Cloud Accounting Podcast

JULY 14, 2023

41:19) - Meryl gives her take on the PwC scandal in Australia (47:38) - Are 2 new Australian tech companies coming for Xero's throne? (55:25) 41:19) - Meryl gives her take on the PwC scandal in Australia (47:38) - Are 2 new Australian tech companies coming for Xero's throne? (55:25)

XERO 52

XERO CPA Tax Bookkeeping 52

Cloud Accounting Podcast

JUNE 20, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes How much did Congress lose by defunding the IRS? link] Elon Musk Calls Remote Work Morally Wrong 'B t' [link] ESG accounting startup Omnevue secures $3.1

Auditing 52

Auditing CPA XERO Account Bookkeeping 52

Cloud Accounting Podcast

NOVEMBER 16, 2022

CPA Trendlines [link] 24:49 – Caleb L. in Unpaid Fees [link] 50:05 – Xero Shares Hit Lowest Level Since March 2020 After CEO Announces Retirement [link] Connect with Joe Woodard LinkedIn : [link] Twitter : [link] Website : [link] Register for Scaling New Heights 2023: [link] Get in Touch Thanks for listening and for the great reviews!

XERO 52

XERO CPA QuickBooks Accounting 52

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

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE?

Accounting 52

Accounting Accounting QuickBooks XERO 52

Cloud Accounting Podcast

JANUARY 31, 2019

Fishbowl Adds Marijuana Tracking and Inventory Management — CPA Practice Advisor — Fishbowl now meets the tracking and inventory management needs of people and companies authorized to provide legal cannabis services and products among the increasing number of states who have legalized marijuana for medical or recreational use.

Expense Reports 40

Expense Reports XERO CPA Payroll 40

Earmark Accounting Podcast

JULY 11, 2022

David shares his opinion on tech tools like ApprovalMax, Xero, Bill.com, and more, and what works best for scaling the finance department. David divulges why he avoided ERP as long as he possibly could. Then, we move on to examining his strategy around using tools and add-ons to create an effective finance tech stack.

XERO 40

XERO CPA 40

Cloud Accounting Podcast

DECEMBER 9, 2021

Also, NASBA is going silent on CPA exam performance, but we've got tips from Liz Kolar on how to keep prepping students for the Evolution. In app news, we've got Xero updates, word from Microsoft Teams, Apple, and much more! Just in time for regular tax season, Claudell is back!

Tax 40

Tax XERO CPA Bookkeeping 40

Dext

MARCH 23, 2021

Michael Shafman is a CPA with experience within the full gambit of the accounting world. Michael started using Dext in 2015, first as a finance leader, and then in 2016 as the technology on onboarding leader for a Xero Platinum partner.

Auditing 40

Auditing XERO CPA Accounting 40

Outsourced Bookeeping

FEBRUARY 11, 2024

The Future of Bookkeeping for CPAs and Accountants: Navigating a Digital Landscape Technological Advancements in Bookkeeping Bookkeeping is experiencing a transformative shift with the widespread adoption of cloud-based solutions, artificial intelligence (AI), and automation tools.

Outsourced Bookkeeping 59

Outsourced Bookkeeping Bookkeeping Accounting Accounting 59

Cloud Accounting Podcast

NOVEMBER 18, 2019

You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you! Let them know! Meet Blake in person!

XERO 40

XERO QuickBooks CPA Payroll 40

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

Cloud Accounting Podcast

JULY 25, 2021

There's more voicemail feedback on the CPA issue, and in app news, Relay Financial releases advanced bill pay, accounting startup Proper raises $9 million to do the books for property managers, and we've got updates from Xero, QuickBooks, Apple, and more!

XERO 40

XERO CPA QuickBooks Tax 40

Cloud Accounting Podcast

JULY 28, 2022

Attorneys are investigating Kabbage’s PPP lending | Miami Herald [link] 31:47 – Xerocon London updates – Recorder [link] Xero releases Xero Go app to provide basic accounting to small business owners, freelancers [link] Announcing Xero Go: Our new app for UK-based sole traders [link] 38:02 – Xero reveals future of accounting [link] 38:48 (..)

Microsoft Excel 40

Microsoft Excel Accounting Accounting XERO 40

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

Cloud Accounting Podcast

JUNE 24, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We've got a plethora of news today, including the reasons behind IMA's concerns about AICPA & NASBAs new accounting curriculum, and why accountants are passing on getting the CPA license.

CPA 40

CPA Accounting Accounting QuickBooks 40

Future Firm

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. Check it out: Outsourced Bookkeeping for CPAs Terminology Before continuing, there are 3 terms that I want to briefly define which will have an impact on the option you select.

Outsourced Bookkeeping 98

Outsourced Bookkeeping Bookkeeping Bookkeeping Services QuickBooks 98

Cloud Accounting Podcast

DECEMBER 16, 2021

06:57 – Blake's Takeaways from Almost Inside Digital CPA 08:46 – It’s Time to Get Rid of the IT Department [link] 15:33 – The AICPA's Melancon: ‘The profession that constantly reinvents itself’ | Accounting Today [link] 19:35 – Accounting 4.0: link] Get in Touch Thanks for listening and for the great reviews!

CPA 40

CPA QuickBooks XERO Accounts Payable 40

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

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). I want to start off by saying thank you.

XERO 230

XERO Bookkeeping Reconciling CPA 230