Intuit

SEPTEMBER 9, 2024

Professional Experience ABC Company – Anytown, USA March 2019 – Present Full-Charge Bookkeeper Managed all bookkeeping functions for a mid-sized retail company with $5 million annual revenue. Reconciled bank statements monthly, maintaining accurate financial records.

Bookkeeping 246

Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Future Firm

SEPTEMBER 1, 2023

AutoEntry was acquired by Sage in 2019, so expect to see some nice synergies if you’re on Sage. For larger volume businesses, it may be a problem, as all of these individual invoices need to be reconciled against any batch payment received in bank accounts. 110) Simple Salon I’m a sucker for a cpa firms that niches well.

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. They gave Wirecard an unqualified audit for years 2016 through 2019, while these accounts were supposed to exist. So that's Reynaldo Arellano. Thank you, Reynaldo. David Leary: [00:06:34] Yeah, I mean, that's what we try to do, right? He's @LoganGrafTax.

Tax 40

Tax Auditing Deposits Accounting 40

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

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

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. he's a CPA first. Now, they've hired Deloitte.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 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 David Leary: [00:12:11] Which felt like a redo of May of 2019. Blake Oliver: [00:12:11] Yeah. We've got Chime, Wolters Kluwer.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40