Blake Oliver

MARCH 22, 2024

via CPA Trendlines Small businesses are not a niche. Mid-size businesses are not a niche. In short, a niche is a small, specific, and well-defined audience with unique needs, preferences, or characteristics. None of the four categories above are small, specific, or well-defined.

CPA 52

CPA Accounting Accounting 52

Less Accounting

DECEMBER 1, 2023

Wrap 2023 Up in a Bow: Here's Your Year-End Accounting Checklist As you wrap up gifts for loved ones, you might be considering what else needs to be done to wrap up your business for the year. So the best thing you can do for a happy business new year is get those accounting tasks done and ready for your accountant.

Accounting 105

Accounting Accounting Bookkeeping Budgeting 105

Intuit

JUNE 23, 2023

What Do I Need to Start a Tax Preparation Business? With your own tax preparation business, you can generate meaningful income, work on your own terms, and sleep well knowing you help your customers reduce their tax burdens. Read on to learn how to start a tax preparation business from home. Did you ace math in school?

Tax 130

Tax CPA Bookkeeping Record Keeping 130

Intuit

AUGUST 7, 2023

I love individuals and small businesses with all kinds of tax and accounting challenges. We have a collaborative atmosphere—which is something you will not find at most CPA firms. At other CPA firms, accountants look at each like their rivals. But how did I arrive at Intuit? That’s a story I’m happy to share with you.

CPA 130

CPA Bookkeeping Tax QuickBooks 130

Future Firm

SEPTEMBER 19, 2023

Address pain points, needs, and aspirations that potential clients might have. Explain what sets you apart from other accounting sites and how your services address the specific needs of your target audience. Remember, clients always look for what’s in it for them.

Accounting 98

Accounting Accounting CPA Bookkeeping 98

Xero

NOVEMBER 21, 2022

What we like most about partnering with Xero is the ability to leverage the flexibility of the platform to work more collaboratively with clients,” says Trevor Reid, CPA, CA, TEP and chair of Baker Tilly Advantage, the network’s cloud accounting program. Improving client engagements through automation.

XERO 219

XERO CPA Accounts Payable Accounts Payable 219

Xero

OCTOBER 4, 2022

We take pride in knowing that our communities in the US have large Hispanic and Spanish speaking populations, and we strive to change the game for Hispanic small business owners. JPG provides accounting and finance services for small businesses across the United States. Gustavo Suarez, Founder and CEO of JPG.

XERO 239

XERO Bookkeeping CPA Accounting 239

Jetpack Workflow

MAY 13, 2024

Corey Lord, CPA chimed in and shared these few nuggets related to our question. Focusing too much on the service or even names of services instead of what the client is asking for or needs. Mike Payne, JD – CPA wrote: “We all try to do everything that a client needs instead of just focusing on what we do best.”

CPA 59

CPA Accounting Accounting Bookkeeping 59

Intuit

NOVEMBER 20, 2023

Businesses always need someone to keep track of finances; you could be that someone on the weekends. But, you’ll need a strong grasp of accounting principles and a knowledge of current tax laws to thrive in this industry. TurboTax Live Business Tax Experts $22.40 – $36.30/hr

Tax 130

Tax Accounting Accounting QuickBooks 130

Jetpack Workflow

DECEMBER 21, 2023

Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors and entrepreneurs. Get everything you need to manage projects and meet deadlines.

CPA 52

CPA Accounting Accounting QuickBooks 52

Earmark Accounting Podcast

AUGUST 4, 2023

QBO Advanced still needs improvements, like reverting to a static navigation bar, and Hector is excited about new integrations with QuickBooks Checking. Tune in for insights from Hector Garcia, CPA, on the past, present, and future of Intuit’s small business accounting software. (00:00)

CPA 52

CPA QuickBooks Small Business Accounting Payroll 52

Intuit

AUGUST 30, 2023

There are many companies in the financial services industry, including small businesses, that are looking for skilled tax preparers, certified public accountants (CPAs), and other experienced employees. You will likely need training or experience to be hired as a seasonal tax preparer.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

CapActix

JULY 3, 2023

To ensure growth, success, and smooth operations, accurate management of accounting and bookkeeping is necessary for any scaled business. For small businesses, this job becomes even more crucial because of compressed resources. It will give a detailed insight into outsourced accounting and bookkeeping for a small business.

Bookkeeping 52

Bookkeeping Outsourced Bookkeeping Bookkeeping Services Accounting 52

SMB Accounting and Consulting

JANUARY 4, 2023

New rules are going into effect for lease accounting which may change how small businesses who follow Generally Accepted Accounting Principles (GAAP) think about and reporting leases. For operating leases, a business could simply record the monthly rent payment when it’s paid each month.

Accounting 98

Accounting Accounting CPA Financial Statements 98

Jetpack Workflow

APRIL 25, 2024

This foundation gave him the confidence to venture into the world of small firm ownership. In 2019, Jordan took a bold step by acquiring a small legacy firm, leveraging an SBA loan to kickstart his entrepreneurial journey. million in just three years.

Financial Statements 59

Financial Statements CPA Tax Accounting 59

CapActix

SEPTEMBER 21, 2023

The business of CPAs is blossoming in the USA, the UK, and several other parts of the world due to increasing statutory requirements, the emphasis on data-driven business decision-making, better resource management, and other aspects. Businesses have realized that accounting is not just a bookkeeping job.

CPA 59

CPA Accounting Accounting Outsourced Bookkeeping 59

Jetpack Workflow

JANUARY 4, 2024

Heyward, the principal at Heyward CPA. LiveFlow empowers you with flexible, powerful reporting tools to create customized dashboards that meet your specific needs. Additionally, the listener will learn about LiveFlow, Slack, GoToConnect, and virtual business setup. Get everything you need to manage projects and meet deadlines.

QuickBooks 52

QuickBooks CPA Accounting Accounting 52

Analytix Finance & Accounting

JULY 18, 2023

CPA firms play a critical role in today’s complex financial landscape. However, operating a successful CPA firm comes with its fair share of challenges. From constantly changing regulatory requirements to fierce competition, CPA firms often face obstacles that can hinder their growth and profitability.

CPA 52

CPA Customer Service Tax Bookkeeping Services 52

Jetpack Workflow

SEPTEMBER 28, 2023

What you’ll learn In this episode, you’ll learn about the success of a small accounting firm in a rural farm community. About Kayla Green Kayla Green is a CPA and the guest speaker in this podcast episode. Get everything you need to manage projects and meet deadlines. 00:04:12] Small Town Business Success. [00:08:06]

Payroll 98

Payroll CPA Tax Accounting 98

Intuit

JUNE 23, 2023

In fact, these entities are tax-exempt, but that doesn’t mean they don’t need an accountant to help with their books. To become an auditor, you typically need an accounting degree and may also need to obtain auditing certification. To become a financial analyst, you’ll typically need a degree in finance or accounting.

Accounting 130

Accounting Accounting Bookkeeping QuickBooks 130

Jetpack Workflow

MAY 19, 2023

You already know about the standard suite of CPA tools available: QuickBooks, Xero, NetSuite, and others. But are there other tools you should consider to help run your business and be more productive? This all-in-one CRM allows CPA firms to build and manage client relationships easily.

CPA 52

CPA Billing Accounting Software Payroll 52

Jetpack Workflow

OCTOBER 18, 2023

There’s no need to overthink this aspect of your business development. They Have Service Subscriptions Many firms are future-proofing their business operations by creating subscription-based plans. The value of this tactic is that it can help you drive client retention and build your referral business.

CPA 59

CPA Accounting Accounting Computation 59

CapActix

JULY 17, 2023

Now, businesses understand the worth of outsourcing bookkeeping services as it gives financial and mental relief to business owners. This has uplifted the market of CPAs and somewhere, it has also increased the workload on businesses offering CPA services in the USA and worldwide.

Outsourced Bookkeeping 52

Outsourced Bookkeeping CPA Bookkeeping Bookkeeping Services 52

Accounting Tools

OCTOBER 6, 2023

Related Courses Bookkeeping Guidebook New Controller Guidebook What to Include in the Chart of Accounts for a Small Business A small business needs a chart of accounts to record its accounting transactions. Includes all cash retained in the business from profits, which have not been distributed to shareholders.

Accounting 75

Accounting Accounting Bookkeeping CPA 75

Intuit

JUNE 23, 2023

Do you need a certificate or badge to be a bookkeeper? Unlock Your Career Potential: Bookkeeping Course for Job Seekers Bookkeepers play a huge role in keeping small and large businesses up-to-date with their finances. Do you need a certificate or badge to be a bookkeeper? How to get a bookkeeping certificate?

Bookkeeping 130

Bookkeeping Certified Bookkeeper QuickBooks Tax 130

Jetpack Workflow

OCTOBER 26, 2023

They discuss the importance of preparing for maternity leave as a business owner and how to structure your team and workflow. Tune in to learn how to effectively manage time away from your business. Get everything you need to manage projects and meet deadlines. She has achieved recognition as a top 50 accounting practice.

CPA 98

CPA Accounting Accounting 98

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. million and Stripe offers sales tax calculations (01:01:25) - Wrap up and where to reach us Need CPE?

Accounting 67

Accounting Accounting XERO CPA 67

Nanonets

APRIL 29, 2024

  Why Do We Need Balance Sheet Reconciliation Software?   Complexity of Financial Transactions : With businesses expanding globally and engaging in a myriad of financial transactions, the complexity of reconciling accounts has skyrocketed.

Reconciling 52

Reconciling General Ledger Bank Reconciliation Auditing 52

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

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

Jetpack Workflow

NOVEMBER 22, 2023

She has positioned her practice for growth by transitioning to business clients and leveraging software for efficient tax advisory. She is also known for her expertise in the trend of CPA firms outsourcing bookkeeping services. Get everything you need to manage projects and meet deadlines. sign me up!

Outsourced Bookkeeping 52

Outsourced Bookkeeping Accounting Accounting CPA 52

Earmark Accounting Podcast

FEBRUARY 27, 2023

Ben believes small businesses need services traditional accounting firms don't provide, and he wanted to give them the support they need. 52:59) - How are continuing to grow your business? (55:38)

Bookkeeping Services 52

Bookkeeping Services Bookkeeping CPA Tax 52

Cloud Accounting Podcast

NOVEMBER 21, 2023

Finally, we discuss the disruption of Alphabet's main search business by Microsoft, Amazon, and Apple in the AI-powered assistant space. link] Black Ore Raises $60 Million and Debuts AI Tool for Accountants [link] New Products at QuickBooks Connect Help Accountants Drive Small. Need Accounting Conference Info? link] St.

QuickBooks 52

QuickBooks Billing CPA Auditing 52

Future Firm

SEPTEMBER 1, 2023

For small businesses today, web-based accounting software takes the cake in terms of ease of use and automation. Below are some of the best cloud accounting software for small businesses. 2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

CapActix

APRIL 13, 2023

The firm we worked with had the expertise and resources to handle our accounting needs efficiently, and we were able to scale up or down as needed.” ” – John, CPA, and owner of a small accounting firm Testimony #2 “As a solo CPA, I was struggling to keep up with my client’s bookkeeping needs.

Tax 52

Tax CPA Auditing Financial Analysis 52

Accounting Tools

APRIL 12, 2023

The cash basis is commonly used by individuals and small businesses (especially those with no inventory ), since it involves the simplest accounting. The accrual basis is most commonly used by larger businesses. 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

Future Firm

JANUARY 23, 2023

They are also known as a remote personal assistant that is often used by small business owners to offload tasks that take up too much time. In my opinion, every firm owner needs at least 1 remote assistant to take some recurring and time-consuming tasks off their plate.

CPA 97

CPA Data Entry Bookkeeping Invoicing 97