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Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero. Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero.
In April 2019, the Adopt a Small Business program began. In this program, small groups of Intuit employees volunteer to adopt a QuickBooks and/or Mailchimp customer for two months, getting to know the ups and downs of running a small business while using our products. What our customers are saying “ I learned a lot about QuickBooks.
QuickBooks Connect is one of the most popular annual accounting conferences that’s geared toward QuickBooks users and accounting professionals. What is QuickBooks Connect? QuickBooks Connect is an annual accounting conference held in San Jose, California. The Upcoming 2022 QuickBooks Connect.
If you want to see the best cloud accounting software apps all in one place, then you’ll LOVE this ultimate list. In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation.
Show Notes 2019 Hiring and Compensation Trends for Accounting Firms — CPA Practice Advisor — Check out these six trends hiring managers in public accounting need to know, as identified by research for the 2019 Robert Half Salary Guide for Accounting and Finance Professionals. On computers, though.
Sponsors Intuit QuickBooks [link] Show Notes 01:20 – Meet Ted! Most of the small businesses without an accountant or bookkeeper lack the confidence to reach out for help 04:42 – While QuickBooks Live and TurboTax Live share similar tech, their services are very different 06:04 – QuickBooks Live is only available, currently, in the U.S.,
Sponsors Intuit QuickBooks [link] Show Notes 01:25 – Meet the legends! 06:59 – Michelle's recent focus revolves around app selection and integration along with consulting and training 09:05 – What's changed since the very first QuickBooks Connect? Interested in sponsoring the Cloud Accounting Podcast? Stay tuned!
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Claudell is so far beyond MIA, we couldn't even say her name right! 01:05 – Who needs Claudell, when you have a real LIVE QuickBooks Live bookkeeper to talk with? Interested in sponsoring the Cloud Accounting Podcast? Meet Pam Bingham! Meet Blake and David in person!
Show Notes Handles and Hashtags for Contes t Twitter: @CloudAcctPod Facebook: @CloudAccountingPodcast LinkedIn: @CloudAccountingPodcast Official QuickBooks Connect hashtag: #QBConnect Get in Touch Thanks for listening and for the great reviews! Interested in sponsoring the Cloud Accounting Podcast? We appreciate you!
This episode of the Cloud Accounting Podcast is sponsored by Xero. Show Notes 03:06 -- High schoolers get certified in QuickBooks. Interested in sponsoring the Cloud Accounting Podcast? Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online ! Register here.
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet Ariege! 02:44 – Fun fact: 500 new small businesses start up for every one new accounting professional entering the workforce 03:18 – How is Intuit helping small businesses succeed? Interested in sponsoring the Cloud Accounting Podcast? 21:33 –Start talking!Intuit's
Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 11:36 — CPA numbers have stagnated according to NASBA data 12:56 — How much is the CPA Exam worth in 2019? Blake responds.
Sponsors Intuit QuickBooks [link] Show Notes 01:35 – Let's meet The Canadians! accounting software developers. accounting software developers. Interested in sponsoring the Cloud Accounting Podcast? Some listen; some don’t. Some listen; some don’t. Some listen; some don’t. We appreciate you!
Offer limited to one reward per account. VeemBack Points will be added to qualifying accounts by April 19th, 2019. Offer Valid thru April 1st, 2019 23:59 PST. Visit the Veem website for details. Offer only applies to international payments, and only on standard exchange rates. some interesting questions to think about.
Sponsors Intuit QuickBooks [link] Show Notes 00:57 – Meet the coaches - Michael Palmer, Michelle Weinstein and Heather Townsend! Interested in sponsoring the Cloud Accounting Podcast? We're currently all out of dates for 2019 ? We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Meet Blake and David in person!
Blake and David reconnect to talk about what's new in the worlds of QuickBooks and NetSuite. Intuit is discontinuing their QuickBooks Desktop Advanced ProAdvisor Certification — could this be the beginning of the end for desktop? Meanwhile, NetSuite is soaring according to the latest Oracle quarterly results.
If you’re looking for the best marketing for accountants’ strategies, you’ve come to the right place. Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Marketing for Accountants 101. 4 Viral Marketing for Accountants. #5 Table of Contents.
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! 02:09 – Live fast, cloud-account hard! The world does not stop when we attend accounting conferences!
03:57 -- QuickBooks Live is now official — details on Intuit’s official Firm of the Future blog include the fact that Intuit has already hired 10 Boise-based ProAdvisors as part of the QuickBooks Live Bookkeeping team. 09:07 -- A survey by the IMA suggests that the gender pay gap is closing for management accountants.
02:33 -- Scroll to the comments of this review on The College Investor for some pretty scathing reviews of Visor, the $99 tax prep service we covered in the last episode of the Cloud Accounting Podcast (they did not have a good busy season). 11:44 -- Intuit appears to be marketing QuickBooks Live to clients of ProAdvisors.
Jonathan Bello is the Founder of One 8 Solutions and an Advanced Certified QuickBooks® ProAdvisor Jonathan has been named a Top 100 ProAdvisor for four consecutive years & was the 2019 QBO Integrations ProAdvisor of the Year by Insightful Accounting What is the story of the origin of your firm?
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Check out our snazzy merch store! Interested in sponsoring the Cloud Accounting Podcast?
That’s where the best accounting software for CPAs and accounting firms comes into play. Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision. million ( Source : Finances Online ).
This allowed me to take ownership and accountability of my work, while also working closely with a seasoned technical leader who provided guidance and support. Upon being converted to a full-time role, I was assigned a critical project to enhance the security of Intuit QuickBooks.
Sponsors Intuit QuickBooks [link] Show Notes 02:05 – Meet Lee and Mary from Breakwater Accounting and Advisory! Interested in sponsoring the Cloud Accounting Podcast? We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Follow and tweet @BlakeTOliver and @DavidLeary. Meet Blake and David in person!
Show Notes In this episode, Blake and David discuss: Intuit catches 'credential stuffing' attack on TurboTax account — Accounting Today — The software provider recently alerted Vermont that a cybercriminal had gained access to a state resident's account. How did they do it? The lesson: Use a different password on every site!
Recap of Botkeeper coverage and fallout, new questions, and the ethics of disclosing offshoring (00:53) In the previous episode , Blake and David discussed an email from Botkeeper CEO Enrico Palmerino to the firm’s accountant & CPA partners. For more on QuickBooks Live, listen to Episode 59. First I've seen on a client.
02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry, just got acquired by Sage ! Connect with Our Guests!
Five Ways to Avoid a Ransomware Attack ( [link] ) 17:27 – Rachel sheds light on some of Sage's cloud and desktop hosting elements 22:30 – How "Six Ways How Cloud Computing Improves Accounting Practices" confuses the issue of cloud v. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.
Show Notes Intuit Reports First Quarter Revenue Increased 12 Percent Led by 42 Percent Growth in Small Business Online Ecosystem Revenue — Intuit Investor Relations — The company announced financial results for the first quarter of fiscal 2019, which ended Oct. So they looked into it. Now, it doesn’t quite seem so hot.
Sponsor Accounting & Finance Show LA: [link] Episode Notes 01:17 – The Cloud Accounting Podcast is gonna smoke Marijuana Daily in the iTunes charts, after this episode! 04:46 – Come hail or high water, Tom prefers hosted (cloud) solutions, such as QuickBooks Online and QuickBooks Enterprise to keep client data safe.
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.” Yet according to an email forwarded by a Botkeeper accountant partner (who uses the service on behalf of clients), Botkeeper may not be quite as robotic as it claims.
Sponsors FloQast: [link] AutoEntry: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! Interested in sponsoring the Cloud Accounting Podcast? 01:45 - We got more reviews! Click here to leave a review on iTunes. 07:23 - Scaling New Heights 2020 will be in St. For details, read the prospectus.
Podcast Summary In this episode of “Growing Your Firm,” host David Cristello interviews David Leary, partner at Earmark Media and co-host of The Accounting Podcast. Tune in to learn more about David’s journey and Earmark Media’s role in the accounting space. sign me up!
In the rapidly evolving business landscape, the efficiency of Accounts Payable (AP) processes is no longer just a back-office concern but a strategic imperative. Accounts Payable (AP) automation is the use of technology to streamline and improve the process of managing a company's bills and payments owed to others.
Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Interested in sponsoring the Cloud Accounting Podcast? Show Notes 02:47 – Building stronger relationships?
09:10 – How many accounting firms suffer ransomware attacks and stay silent about it to save face? Intuit QuickBooks 19:13 – What exactly is QuickBooks Live? Interested in sponsoring the Cloud Accounting Podcast? Sponsors BQE CORE: [link] Show Notes 00:08 – Blake and David talk politics for a brief moment in time.
Your business may believe it’s time to consider shifting to an automated and paperless accounts payable (AP) process. Why should I consider moving to paperless accounts payable? A QuickBooks report notes the average office employee spends 1.8 How do you go paperless in accounts payable?
Sponsors Jirav: www.jirav.com Hi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. Learn how accounting firms are using Jirav to deliver connected insight, strategize growth, and help their clients make more profitable decisions. Well, sort of.
09:14 – Cruisin' on down the highway - QBO now offers mileage tracking | Insightful Accountant 09:57 – BQE Core is also offering mileage tracking | BQE 11:07 – David’s #1 prediction of 2019 comes true! 57:12 – Should Blake compose and perform the new Cloud Accounting Podcast theme song on his cello? We appreciate you!
Sponsors BQE CORE: [link] Sign up for Inclusion Without Assimilation , an event for for finance, accounting, and fintech, in Boston, on Friday, September 6 from 9 AM to 11:30 AM EDT at the WeWork at 501 Boylston Street. 01:11 – What are the odds that David will escape federal grand jury duty and get to attend Accountex 2019?
Interested in sponsoring the Cloud Accounting Podcast? Subscribe Apple Podcasts: [link] Spotify: [link] Google Play: [link] Stitcher: [link] Overcast: [link] Blake and David chat with Sabrina Parsons, CEO of LivePlan, and Kathy Gregory, LivePlan's Director of Strategic Development at Xerocon 2019 in San Diego.
07:37 – Dawn says advisors are missing the mark when it comes to using the cloud and accounting apps 09:24 – Accountants and bookkeepers, assessing your clients' financial risk and providing suggestions for better internal controls should be a priority when it comes to adding value 12:48 – Table for two?
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