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. Learn more and book your demo here. sign me up!

CPA 52

CPA Accounting Accounting QuickBooks 52

IMA's Count Me

FEBRUARY 23, 2020

And so I was doing QuickBooks data entry mostly and I had some clients on the side. A lot of what I did, I would say 80% of what I did was keying in transactions into QuickBooks from PDF bank statements are actually more likely printed ones at that point. Manually keying in data is not necessary. I jumped on that.

QuickBooks 40

QuickBooks Bookkeeping Computation Data Entry 40

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. In 2010, they received 230 million returns, and they employed almost 14,000 agents. Did you know you could be using Synder to automatically do this for you? So that's Reynaldo Arellano. Thank you, Reynaldo. The largest group said, "Let's move it."

Tax 40

Tax Auditing Deposits Accounting 40