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. The impact of COVID-19 on the business and how it changed how the firm works.

CPA 52

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. I finally received help from a tax preparation office who told me they would help with accounting and to bring in all my receipts. Latinos make up 19% of the total US population , having grown 23% since 2010.

XERO 232

XERO Bookkeeping CPA Accounting 232

Cloud Accounting Podcast

JULY 7, 2020

I've got follow up on Wirecard, the Ernst & Young audit that apparently did not detect $2 billion in money that was missing. David Leary: [00:04:18] I've got some Wirecard, as well. Blake Oliver: [00:04:19] IRS news, appropriate for Tax Day coming up. He's a CPA, PFS, and CGMA. Let's talk about Tax Day.

Tax 40

Tax Auditing Deposits Accounting 40

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. When should I pay estimated taxes? Should I change my tax withholding? What business expenses can I deduct? Should I set up a trust?

Accounting 52

Accounting Accounting Bookkeeping Services Bookkeeping 52

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. So their clients, they don't want to just be filling out a tax return.

QuickBooks 40

QuickBooks Bookkeeping Computation Data Entry 40