Dext

MARCH 23, 2021

Michael started using Dext in 2015, first as a finance leader, and then in 2016 as the technology on onboarding leader for a Xero Platinum partner. Michael Shafman is a CPA with experience within the full gambit of the accounting world.

Auditing 40

Auditing XERO CPA Accounting 40

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. The logic there is a little bit interesting. We'll talk about that. How about you?

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

AUGUST 11, 2020

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. It's almost like- and even Xero when they bought Hubdoc. They were taken private by Apollo Global Management in 2016 - a deal valued at $4.3

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. They use QBO or Xero. They're a cash-accounting service.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

JUNE 23, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. I [00:35:00] don't know the audit process.

QuickBooks 40

QuickBooks Computation XERO Tax 40

Cloud Accounting Podcast

MAY 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Well, do you remember how Mnuchin was threatening to audit every business that got a PPP loan? Then, they started saying that everybody's gonna get audited potentially. So, you're not gonna get audited. How easy is it?

Payroll 40

Payroll Billing Deposits Accounting 40

Cloud Accounting Podcast

MAY 26, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Blake Oliver: [00:03:33] Yes. David Leary: [00:03:33] I have the earning season - Xero, Sage, and Intuit have all released earnings. Blake Oliver: [00:09:32] Xero released their earnings first, so maybe we should hit Xero, quickly?

XERO 40

XERO Accounting Accounting QuickBooks 40