Future Firm

JULY 21, 2022

Note: This post was sponsored by Xero. And on a side note, I’m happy to see Xen Accounting pop up, which is the firm I scaled and sold in 2018. Let’s take a deeper look at what these strategies are and how you can use them in finding accounting and bookkeeping clients.

Accounting 98

Accounting Accounting XERO Bookkeeping 98

Cloud Accounting Podcast

DECEMBER 1, 2018

QBConnect 2018 - the review no-one else will write — Matt Paff on LinkedIn — Intuit’s theme for QuickBooks Connect was “Anything is Possible” but Matt thinks it should have been “Legacy.” 2018 High Growth Study - Hinge Marketing - Check out this survey of over 1,000 professional services firms from across the globe.

QuickBooks 40

QuickBooks Accounting Accounting XERO 40

Cloud Accounting Podcast

FEBRUARY 18, 2019

In November 2018, Botkeeper raised $18 million from Greycroft and Gradient Ventures to use AI and machine learning to automate bookkeeping. Following the VC round, founder and CEO Enrico Palmerino told Accounting Today in December 2018 that Botkeeper is “a full bookkeeper replacement; it’s a robo-bookkeeper.”

QuickBooks 40

QuickBooks Bookkeeping XERO Data Entry 40

Nanonets

AUGUST 23, 2023

In a 2018 survey, it was revealed that treasury teams at US and European brands spend nearly 4,812 hours every year on spreadsheets for managing cash, payments, and accounting tasks. Smooth software integration: Nanonets can work with your current software like Xero, Sage, or Google Sheets. in 2018 to 3.8

Data Entry 97

Data Entry Customer Service Purchase Order Auditing 97

Cloud Accounting Podcast

APRIL 15, 2019

Here’s a keeper: “ Using Quicken for farm and ranch accounting ” 14:46 -- Xero's out with a new look for their invoicing feature , which now includes auto save and a nifty application of artificial intelligence for coding transactions 16:24 -- Canopy released their new mobile app. 27:19 -- How many CPA firms permit flexible and remote work?

CPA 40

CPA QuickBooks XERO Tax 40

CapActix

OCTOBER 10, 2023

Xero Xero, a distinguished and best accounting software for CPAs and accounting firms , delivers a comprehensive suite of features encompassing bank transactions, payroll processing, inventory management, and invoicing. Its standout attribute is the user-friendly interface that streamlines tasks like invoicing and payroll.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Cloud Accounting Podcast

AUGUST 1, 2019

Sponsors BQE CORE - [link] Rewind.io - [link] Show Notes 02:23 – Blake and David recap the ongoing iNSYNQ ransomware debacle 03:07 – Official iNSYNQ ransomware update ( [link] ) 04:00 – iNSYNQ feedback from unhappy Tweeters 05:12 – Homeland Security's October 2018 warning about possible ransomware attacks ( [link] ) 06:18 – Tweeting with iNSYNQ (..)

QuickBooks 40

QuickBooks Auditing Computation XERO 40

Nanonets

AUGUST 17, 2023

  According to a  2018 Goldman Sachs report , North American B2B businesses spend around $187 billion annually on AP processing, with labor alone accounting for over 90% of direct costs. per invoice for the highest process maturity level. per invoice. 

Accounts Payable 52

Accounts Payable Accounts Payable AP Purchase Order 52

Nanonets

AUGUST 21, 2023

A 2018 report revealed that businesses in North America spend $187 billion annually on Accounts Payable (AP) processing, and labor accounts for over 90% of these costs. B2B payment automation involves everything from the automation of capturing and processing invoices to making payments to vendors and reconciling those payments in your books.

Invoice Processing 52

Invoice Processing Reconciling Invoicing Data Entry 52

Cloud Accounting Podcast

JULY 7, 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 the income, and fees recorded correctly so the deposit amounts match the bank statement, so you can reconcile. In total, the IRS has audited about 0.15 That's amazing.

Tax 40

Tax Auditing Deposits Accounting 40

Future Firm

SEPTEMBER 1, 2023

2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses. Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. You probably can’t go wrong with the best-known web-based option.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

DECEMBER 18, 2018

Upcoming Accounting Firm Trends into 2022 — Ryan Lazanis — Ryan breaks down key points from the The World Economic Forum's 2018 “Future of Jobs Report” and writes up four takeaways for accountants. The gang also chats about Joe Woodard’s announcement on Twitter that Scaling New Heights Online will now include Xero as a sponsor.

XERO 40

XERO Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

MARCH 9, 2019

Show Notes 00:10 -- Top 50 Women In Accounting 2018 — Practice Ignition — The winners ranked among the highest on an “anonymised scoring system which took into account the communication of professional and community achievements.” Will we see more accounting firms adopt the corporate internal social network in 2019? 20:06 -- Remote control?

Accounting 40

Accounting Accounting Tax Accounts Payable 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. It's called a Xero On Air. I saw that press release. Ring a bell?

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

MARCH 30, 2020

Blake Oliver: [00:30:57] Yeah, the way this individual [crosstalk] based on your tax return from 2019, and if you didn't file for 2019, it's based on 2018. David Leary: [00:31:04] My brain was thinking 2019 was two years ago. To learn more about Brex, head over to cloudaccountingpodcast.promo/brex.

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. They use QBO or Xero. They're a cash-accounting service.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

SEPTEMBER 15, 2020

The last contract they got from the SBA was for $10 million in 2018. This is the same- Xero's probably tried to deal with it. Same thing with Xero, right? Xero, here in the States, partners with Gusto. Xero, here in the States, partners with Gusto. They only have 40 employees. Intuit's tried to deal with it.

Tax 40

Tax Payroll Financial Statements Bookkeeping 40

Cloud Accounting Podcast

NOVEMBER 10, 2020

Sponsors Financial Cents: [link] A2X: [link] BQE CORE: [link] Show Notes 07:37 – No, Biden did not receive thousands of mysteriously surfaced votes in Michigan [link] 10:02 – Meet the Excel warriors saving the world from spreadsheet disaster [link] 11:20 – It's time for the Leary Theory on How Trump Lost 13:46 – 691,145 Californians left last year: (..)

XERO 40

XERO Accounts Receivable Account Receivables Accounts Receivable 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

A2X posts tidy summaries of sales, returns, and fees from Shopify and Amazon directly into QuickBooks, or Xero that will exactly match the deposits that appear in your bank account. A2X has won the support of Amazon, Intuit, and has hundreds of five-star reviews by accountants and bookkeepers in both the QuickBooks and Xero app stores.

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:23:20] Xero has released a chart of accounts templates in Xero HQ. So, I logged into my Xero HQ, and I saw there are now templates for C Corps, S Corps, legal, LLCs, not-for-profits, partnerships, retail, services, and sole proprietors. It's crazy. This is for accountants only, it looks like. million (£106.5

Payroll 40

Payroll Tax Accounting Accounting 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

plans, debuts ‘Xero on Air’ – Accounting Today 44:10 – A refreshed Xero plan to support small businesses during COVID-19 – Xero Blog 50:14 – TD Rolls Out Online Accounting In Bid For Small Biz Accounts – PYMNTS.com 52:53 – Chime is now worth $14.5 Many, many updates from Xero and QuickBooks, and Square, and TD, the bank.

QuickBooks 40

QuickBooks XERO Payroll Deposits 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. Why should a bank or my government give money to businesses who can't even show a 2018 return?

XERO 40

XERO Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

JUNE 16, 2020

PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. Just like we've been talking, Xero, Intuit, QuickBooks, they gotta become banks because the banks are heading towards the accounting package, as well. [00:05:57] Wave had a big announcement this week. It was up on Twitter. That's correct.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40