Remove 2020 Remove Collections Remove CPA
article thumbnail

Accounting Engagement Letter: Templates, Samples & How to Create One

Future Firm

Engagement letters for your accounting or CPA firm is a legal document agreement sent to your clients that describes the overall business relationship with your client, clearly defining: Services included and how they’ll play out. Payment terms: A simple statement of when you collect (e.g. Sample sections and template letters.

article thumbnail

How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf

Jetpack Workflow

Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Logan Graff , a virtual CPA firm owner ( The Graf Tax Co. Initial Pricing Decisions When Logan launched his virtual CPA firm, he set his initial fee for personal tax returns at $450. PLLC ) based in Central Texas and a rising star on YouTube.

CPA 64
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Is bookkeeping a $10 billion market opportunity? Intuit thinks so

Cloud Accounting Podcast

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! 05:17 – Thanks to @sovereign_cloud , and his tweet about Episode 82 , we made the CPA Alberta Mag!

article thumbnail

Your Post-Spring Conference Season News Roundup

Cloud Accounting Podcast

07:23 - Scaling New Heights 2020 will be in St. Sponsors FloQast: [link] AutoEntry: [link] Show Notes 00:58 - Welcome to the Cloud Accounting Podcast! 01:45 - We got more reviews! Click here to leave a review on iTunes.

CPA 40
article thumbnail

How To Start a Bookkeeping Business in 2022 [Step by Step]

Future Firm

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. To get to know who’s out there, there’s no better way than attending local networking events to collect some business cards. Collect business cards from every new business owner you meet. It’s pretty cool. Jetpack Workflow.

article thumbnail

Accounting Practice Management Software: The Top 17 Roundup

Future Firm

Important categories to evaluate when choosing a workflow management software for your CPA firm. Senta has 3 main building blocks for your projects which you’ll need to be familiar with: Services: A collection of jobs (ex: a quarterly sales tax filing). Jobs: A collection of tasks (ex: 1 sales tax filing). QuickBooks Online.

article thumbnail

Tax Day is July 15. Still

Cloud Accounting Podcast

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.

Tax 40