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. Lisa launched Mac-L Associates in 2010, and they provide accounting services for small businesses and individuals. sign me up!

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CPA Accounting Accounting QuickBooks 52

Xero

OCTOBER 4, 2022

I reached out to CPA firms who told me our business was too small or I would not be able to afford them. Latinos make up 19% of the total US population , having grown 23% since 2010. My next venture exposed me to a gap in the market that led me to start JPG.

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AvidXchange

MAY 10, 2016

In 2010, CIS was acquired by Viewpoint Construction Software, where he served as Channel Sales Manager for North America until joining AvidXchange as Vice President of Construction Sales in March of 2016. in Charlotte, NC.

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General Ledger AP Invoicing Budgeting 52

Jetpack Workflow

APRIL 17, 2023

Set Up Your Google Business Profile When you run a business with a physical presence like a CPA firm, setting up a Google Business Profile (previously known as Google My Business) is essential. It can help you get more local search volume and gain visibility in the search engine.

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Accounting Accounting Bookkeeping Services Bookkeeping 52

IMA's Count Me

OCTOBER 20, 2020

Giving Voice to Values was created by Mary Gentilly in 2010. CPA, CGMA, and CFE, Professor of Management/Accounting and Area Coordinator of MBA - Accounting Programs at Park University | Austin Campus School of Business, joins Count Me In to talk about the meaning of Global Ethics Day. Lampton, Ph.D.,

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CPA Management Accounting Accounting Accounting 40

IMA's Count Me

DECEMBER 25, 2022

Robert is a CPA and the CFO of Lifecycle Engineering, and he joins me for a high-energy discussion about cash flow management. I am a CPA and member of the IMA, best org ever. CPA is the CFO of Lifecycle Engineering and a long-time volunteer leader at IMA. I'm Adam Larson. My guest today is Robert Bendetti Jr.

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Collections Budgeting Purchase Order CPA 40

IMA's Count Me

FEBRUARY 23, 2020

We've got online accounting, we've got cloud accounting, we have bank feeds, we have API integrations and when that started to all happen around 2010 was when it really started to get big and become, you know, easy to do with off the shelf software. Manually keying in data is not necessary. I jumped on that.

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