IMA's Count Me

JULY 29, 2019

Five times she was named to the 40 under 40 by the CPA practice advisor and she was recognized four times as one of the most powerful women in accounting by CPA practice advisor and AICPA. Danielle is a true accounting expert and covers a number of topics relating to analytics and fraud for us.

CPA 40

CPA QuickBooks General Ledger Financial Statements 40

IMA's Count Me

JUNE 10, 2019

He does countless talks on blockchain and recently received the NJ CPA 2019 ovation award in innovation and our conversation, we talked a lot about blockchain but we also talked about other technologies and innovation which we'll get to in future episodes. That sort of baseline automation. RPA though is that extra layer right?

Computation 40

Computation CPA Auditing Accounting 40

IMA's Count Me

SEPTEMBER 4, 2019

You can be a CPA, CMA, any, any of of the alphabet soup, right? From the oversight bodies, be it the EU pushing out GDPR in May of 2018 be it other sort of regulations in, in, in other markets there is going to be that. And, and that's really the overall message that I have and the overall theme I've seen, right?

Accounting 40

Accounting Accounting Corporate Finance CPA 40

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. The Treasury Inspector General for Tax Administration said, in a report released on Thursday, that almost half of the audits on large companies from fiscal years 2016 through 2018 resulted in the IRS concluding that no additional tax was due. Thank you, Reynaldo.

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. I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." I don't know. Different people did raises.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. 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. It all needs to get pushed past July 15.

Accounting 40

Accounting Accounting Payroll Billing 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. Since QuickBooks Live was announced? on Friday, June 26.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

APRIL 27, 2020

People are comparing their survey from March- I'm sorry, October 2018 to March 2020. The applications came in pretty slow at first, but now, my understanding is, starting Thursday night, or Friday - as soon as the President signed the bill - PayPal, Kabbage, Intuit QuickBooks, all the banks. I've got called back by two lenders.

Accounting 40

Accounting Accounting Deposits Tax 40

Cloud Accounting Podcast

FEBRUARY 14, 2023

Biden vows to veto GOP plan to abolish the IRS; CPA exam takers down 25% since 2018; IRS too busy to replace old computers, suspends project Sponsors OnPay - [link] Relay - [link] First Republic Bank - [link] Need CPE? WSJ asks: "How can we make accounting cool?"; WSJ [link] Passing or failing?

Accounting 40

Accounting Accounting QuickBooks Deposits 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We appreciate you!

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 Finance 1:02:32 – Saasable - Recurring Revenue Simplified – Intuit QuickBooks Get in Touch Thanks for listening and for the great reviews!

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

JUNE 16, 2020

By using Melio, your clients can pay their bills easier than using their bank website, and you get the process and controls you need, like support for multiple users, approvals, and two-way syncing with QuickBooks Online. PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 17, 2020

Even if they don't integrate it into QuickBooks, it's a good investment because e-commerce is growing so much right now. They might still use QuickBooks; they might be a QuickBooks customer, but ultimately, they're not spending their time there, which means now you can't push a loan product on them.

Payroll 40

Payroll Tax Accounting Accounting 40