Jetpack Workflow

OCTOBER 25, 2024

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA , owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Surge in Demand for Accounting Services During the pandemic, particularly from mid-2020 to early 2021, Jeremy experienced a remarkable increase in business.

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Billing Tax Small Business Accounting Bookkeeping 59

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Here are the reasons why accounting practice management software is essential in every firm: This type of software allows accountants to easily communicate with clients about services including forecasting, tax advice, and budget preparation.

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Accounting Accounting QuickBooks Accounting Software 105

Cloud Accounting Podcast

MARCH 21, 2020

I spotted an article in CPA Trendlines, a report looking at what happened, in previous downturns, to the accounting profession and trying to figure out what might happen now. Because I've got some stuff about the CPA exam; working from home in public accounting firms. So, people who were gonna take the CPA exam, now, that's delayed.

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Future Firm

APRIL 10, 2022

For example, here’s what Xero’s App Marketplace looks like: Here, using an app like Jirav can help you automatically prepare forecasts, financial models, dashboards, and actual vs. budget comparisons, where the app’s software integrations look like this: These integrations allow you to: Sync actual financial data from Xero/QBO.

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Accounting Accounting Bookkeeping XERO 111

Cloud Accounting Podcast

AUGUST 3, 2020

Just for the listeners of The Cloud Accounting Podcast, Smansha is offering its fully functional unlimited-companies license for free until August 31, 2020. 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.

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QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

MARCH 30, 2020

While we're speaking about the AICPA, did I mention that Engage 2020 is canceled? She said, "Engage 2020 is being reimagined as a yearlong digital experience, the cornerstone of which will be an online conference with a virtual exhibit component. That means there will not be an onsite Engage 2020." We appreciate you!

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Cloud Accounting Podcast

JULY 7, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before September 30, 2020. He's a CPA, PFS, and CGMA.

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Cloud Accounting Podcast

AUGUST 11, 2020

With the capabilities of crew tracking, scheduling, jobsite geofencing, teams, and project segmentation, automatic labor allocation, budgeting, and reporting, ClockShark has built a robust mobile time-tracking system to handle the unique challenges that face your clients. I've got the Intuit acquisition of TradeGecko. I don't know.

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QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

APRIL 11, 2020

With features like crew tracking, scheduling, overtime notifications, routes, geofencing locations, job costing, budgeting, and reporting, ClockShark has built a robust mobile time-tracking app to handle the unique challenges that face your mobile workforce clients. The business advisor, to the CPA firm can help navigate that with the client.

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Cloud Accounting Podcast

JULY 28, 2020

With features like crew tracking, scheduling, overtime notifications, routes, geofencing locations, job costing, budgeting, and reporting, ClockShark has built a robust mobile time-tracking app to handle the unique challenges that face your mobile workforce clients. David Leary: [00:20:16] Sometime in 2020. There is no. I don't know.

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Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Klein, How to Fix the Covid Stimulus Payment Problem: Accounts, Information, and Infrastructure – Just Money 46:18 – Why Kamala Harris matters to fintech in the 2020 election – PaymentsSource 50:14 – One more voicemail! Get in Touch Thanks for listening and for the great reviews! We appreciate you! That should be an option.

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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 I think we have to talk about the strangest story of 2020. It's the strangest thing of 2020, if you ask me. Let's move on.

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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.

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Accounting Accounting Auditing QuickBooks 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.

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Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

MAY 10, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. We appreciate you! Blake Oliver: [00:14:12] Who was it?

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QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

JUNE 1, 2020

Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans, and budgets in real time. When you got your CPA, and you took all the CPA exams, how many questions were on those quizzes?

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Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

MAY 18, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before May 31, 2020. It can all be locked down. David Leary: [00:45:35] No.

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Payroll Billing Deposits Accounting 40

Cloud Accounting Podcast

JULY 14, 2020

Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans, and budgets in real time. So, I'm also cross-referencing this with the CPA Trendlines analysis that they did. They did pretty good.

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Cloud Accounting Podcast

JUNE 16, 2020

Melio is an app that all small businesses are capable of using, regardless of size, shape, or budget. Just for listeners of The Cloud Accounting Podcast, PayPie is offering its fully functional unlimited-companies license for free until August 31, 2020. Square's market cap as of June 12, 2020, is $38 billion dollars.

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QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 25, 2020

If 2020 has taught us anything, it's to be lean and nimble in our work. Sign this; send this in; we're done," right? David Leary: [00:31:33] Is it a problem with the CPA branding? Blake Oliver: [00:32:01] Right. David Leary: [00:32:01] The CPA brand is so strong, in a way, it lowers. Here's your tax return.

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

OCTOBER 1, 2020

Just for the listeners of The Cloud Accounting Podcast, Smansha is offering its fully functional unlimited-companies license for free until August 31, 2020. There's some new numbers courtesy of CPA Trendlines about job levels in the accounting world broken down by different types of firms. Employment at CPA firms is only down 1.2%.

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Cloud Accounting Podcast

AUGUST 17, 2020

In response to the impact that COVID-19 has had on your firm and your clients' businesses, the team at BQE has let us know that Cloud Accounting Podcast listeners will now receive three months of BQE Core for free with an annual subscription package purchased on or before September 30, 2020.

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