CapActix

OCTOBER 10, 2023

Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision. Unlike generic accounting solutions available in the market, this software is meticulously crafted to cater specifically to CPA firms and accountants.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Future Firm

SEPTEMBER 1, 2023

AutoEntry was acquired by Sage in 2019, so expect to see some nice synergies if you’re on Sage. Also, opt to request credit card payment information from your client upfront to automate collections. And when you send invoices they will push through to your small business accounting software as well and collect credit card payments.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. So, if they don't file the returns, if the deadline doesn't stick, and it gets extended again, then clients aren't gonna turn in their paperwork, and the firm is not gonna be able to collect the cash. So that's Reynaldo Arellano. Thank you, Reynaldo.

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

MARCH 21, 2020

In the 2019 Bill.com Hire/Fire Index survey of small businesses, more than half prefer to hire accounting firms that offer a wide range of accounting, tax, and financial services. Because I've got some stuff about the CPA exam; working from home in public accounting firms. The IRS should not be collecting.

Tax 40

Tax Billing Payroll Bookkeeping 40

Jetpack Workflow

MARCH 13, 2025

Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. In 2018, fueled by a desire for autonomy and a vision for a better work-life balance, Kelly made the bold decision to leave her stable job and launch her own CPA firm.

CPA 59

CPA Accounting Accounting Auditing 59

Cloud Accounting Podcast

APRIL 11, 2020

But, right now, the SBA is processing in one day what they processed in all 2019. The business advisor, to the CPA firm can help navigate that with the client. It's somebody who has a finance professional, or a CPA, who can mobilize them very quickly, but that is- Erik Asgeirsson: [00:34:44] That's right. There are issues.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. 8 – Conceptual Framework for Financial Reporting. David Leary: [00:32:24] I have some homework for you.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

AUGUST 25, 2020

They're gonna pause these collections notices while they work through their backlog. [00:19:21] That was causing a ton of confusion for tax preparers and for their clients. Sign this; send this in; we're done," right? David Leary: [00:31:33] Is it a problem with the CPA branding? It lets you collect your thoughts.

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

AUGUST 3, 2020

million in payroll in 2019. I'm gonna read the letter, itself - Accounting firms should repay PPP loans - "As a practicing CPA I was glad to see July 15 finally arrive and signal the end of a long busy season. I was shocked when I heard that CPA firms had received PPP loans. He was really blatant about it.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

Tax 40

Tax XERO Payroll QuickBooks 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! That's according to Accounting Today.

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

MAY 18, 2020

carat diamond ring for himself, a 2019 Rolls-Royce Wraith, $40,000 in child support. carat diamond ring for himself, a 2019 Rolls-Royce Wraith, $40,000 in child support. So, how are these businesses gonna reopen if they can't bring people back to work because those people are sitting at home collecting fat checks?

Payroll 40

Payroll Billing Deposits Auditing 40

Cloud Accounting Podcast

JULY 14, 2020

So, I'm also cross-referencing this with the CPA Trendlines analysis that they did. CPA Trendlines says that 6,610 tax, accounting, payroll, and bookkeeping firms, so far, received millions in SBA-PPP money. There were the CPA firms, who were angling to force the banks to pay agent fees. Blake Oliver: [00:12:12] Yes.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

JULY 28, 2020

Hopefully, in our next episode, we'll have an actual bill or a proposal to talk about. [00:14:10] Something related - state CPA societies, and the AICPA are calling for federal relief for state and local governments amid the coronavirus. I mean, Kurt's a CPA, right? That's what's going on with stimulus right now.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

JUNE 16, 2020

The Cash App's revenue was $528 million for Q1 of 2020 and almost triple of what it was in 2019. Normally they do, but sometimes they can't collect because the merchant then goes out of business. She's a CPA who joined FreshBooks, which is based in Toronto, about two months ago. They're out. They have to cover that.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:10:37] The reason that the Trump administration is concerned with TikTok is because - and this is a legitimate concern - the app is owned by a Chinese company, and it aggressively collects data on American citizens, when you load TikTok. He can change, though, the collection date. There have been people who have said.

Payroll 40

Payroll Tax Accounting Accounting 40

Cloud Accounting Podcast

OCTOBER 1, 2020

I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that. million at the same point in 2019, according to the U.S. Anyway, if you have a CPA license, you're pretty insulated from this.

Accounting 40

Accounting Accounting QuickBooks CPA 40