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

Cloud Accounting Podcast

MARCH 30, 2020

The last time the IRS sent stimulus checks, in 2008 and 2009, it took more than two months to get the money in the mail. The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. They talk exactly about that.

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

APRIL 11, 2020

The business advisor, to the CPA firm can help navigate that with the client. Accountants and bookkeepers love Relay because they get a partner portal, can manage staff access without compromising security, and enjoy enriched direct bank feeds to QuickBooks Online, and Xero. We learned this in the 2008 stimulus package.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

JUNE 1, 2020

It has an easy-to-use dashboard, integrations with QuickBooks and Xero, and additional automated tools to serve the modern workforce. The firm grew 15 percent from 2008 to 2009, and that has been the normal amount of growth ever since. David Leary: [00:28:23] So, these examples are techniques this firm used during the 2008 crisis.

Tax 40

Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

JULY 28, 2020

My biggest takeaway from the conversations was how you can 100 percent use BQE Core as your standalone accounting system or pair it up with either QuickBooks Online, or Xero. It'll be super-easy for you." David Leary: [00:38:22] Maybe it was a brand-new, empty Xero or QuickBooks file, right? I mean, Kurt's a CPA, right?

Bookkeeping 40

Bookkeeping QuickBooks Accounting Accounting 40