Xero

JUNE 6, 2022

In a Xero study undertaken in 2021 we found that 68% of small businesses want to improve their sustainability practices, but many don’t know where to start. While these aren’t new ideas, they are fast becoming an important consideration for small businesses. Who do small businesses go to when they have questions? What’s driving this?

Bookkeeping 229

Bookkeeping Accounting Accounting XERO 229

Cloud Accounting Podcast

OCTOBER 7, 2021

Sponsors Rippling: [link] DEXT: [link] Dark Horse: [link] Show Notes 5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA! Hit the show notes for the link to get more info.

QuickBooks 40

QuickBooks CPA XERO Auditing 40

Cloud Accounting Podcast

SEPTEMBER 16, 2021

Sponsors CPA Charge: [link] DEXT: [link] Rewind: [link] Show Notes 2:58 – EisnerAmper Gets Private Equity Backing [link] 9:46 – KPMG's UK arm among first to set targets for working class staff [link] 11:58 – Here’s What We Know Right Now About the New COVID Vax Requirements at KPMG US [link] 13:07 – Most U.S.

Tax 40

Tax CPA Invoicing Accounting 40

Cloud Accounting Podcast

NOVEMBER 3, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We’re back from Scaling New Heights 2021 with lots of reviews, and interested tidbits for your ears, including how you can win your very own Tesla! [link] 10:15 – Scaling New Heights 2022: Thrive [link] 11:13 – Parker Conrad’s Rippling is now valued at $6.5

Accounting 40

Accounting Accounting CPA XERO 40

Cloud Accounting Podcast

DECEMBER 3, 2021

Meet Our Guest: Megan Walker, CPA - Vice President of Accounting and Finance at Oxford Corporate [link] Learn more about Oxford Collection: [link] Need CPE? Go here to create your classified ad: [link] We're live (well, we were live when we recorded this) from Sage Transform 2021. Today's special guest is Megan Walker, CPA.

CPA 40

CPA Accounting Accounting Collections 40

Earmark Accounting Podcast

FEBRUARY 15, 2022

As the number of cyberattacks continues to rise, it is imperative that we prioritize protecting our data.

CPA 40

CPA 40

Intuit

JUNE 23, 2023

In fact, the bureau suggests that the number of jobs in the field will grow at a rate of 6% per year from 2021 through 2031. CPAs audit financial statements and serve as tax, business and financial consultants to businesses and individuals. Bureau of Labor Statistics expects there to be plenty of opportunities for accountants.

Accounting 130

Accounting Accounting Bookkeeping QuickBooks 130

Cloud Accounting Podcast

JANUARY 6, 2022

In the last recorded episode of 2021, we've got app updates from QuickBooks Online, and Intuit ProConnect Tax, numbers from Expensify, raises by LiveFlow, and much more. Hit the link below to get more info. Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Happy New Year!

QuickBooks 40

QuickBooks Payroll CPA Tax 40

Cloud Accounting Podcast

NOVEMBER 17, 2021

That's because they're not a CPA firm, so they don't show up on the traditional rankings. In this interview recorded at the 2021 SuiteWorld conference, we chat with Anurag Pal, CEO of Escalon. They have 800 employees worldwide and have been operating for 16 years, but you've probably never heard of them.

Accounting 40

Accounting Accounting CPA 40

Cloud Accounting Podcast

AUGUST 11, 2021

Sponsors CPA Charge: [link] AFO Wealth Management Forward: [link] Client Hub: [link] Show Notes 3:00 – Risk Assessment and COVID 10:30 – Square to Buy Installment Lender Afterpay for $29B [link] 19:21 – Rootworks Acquires CPA Practice Advisor [link] 19:36 – Right Networks Acquires Rootworks [link] 20:57 – Windows 365 costs how much!?

XERO 40

XERO CPA Data Entry Bookkeeping 40

CapActix

JANUARY 19, 2023

The total number of taxes filed for the year 2021 is 164,246,000. Dealing with the Rush : Due to the stringent deadlines for tax filing, CPA firms need to prepare and submit tax returns within 2.5 Here’s a basic checklist that CPA firms should keep in mind before you start filling them.

Tax 52

Tax CPA Computation Accounting 52

Analytix Finance & Accounting

DECEMBER 5, 2022

over the forecast period 2021 – 2026. The need for professional assistance Strategic outsourcing, or CPA partnerships and even selected accounting and bookkeeping outsourcing, can help accountants and businesses accurately meet their firms’ requirements. billion in 2020. It is expected to reach USD 19.59

Accounting Software 52

Accounting Software Accounting Accounting Bookkeeping 52

Cloud Accounting Podcast

SEPTEMBER 2, 2021

Sponsors Fyle: [link] CPA Charge: [link] Dark Horse: [link] Show Notes 6:25 – Is it too hard to become a CPA? Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Is it too hard to become a CPA? to make startup accounting more approachable [link] 53:43 – Ramp raises $300M at a $3.9B

Bank Reconciliation 40

Bank Reconciliation Accounting Accounting CPA 40

Jetpack Workflow

APRIL 12, 2023

After launching his firm in 2017, Gyroscope Accounting was acquired in 2021. Three years later,, he moved across the country to start his CPA firm. After he sold his firm in 2021, some of his revenue was obtained through equity shares in two tech companies before he sold. Now, Mark helps clients through coaching.

CPA 52

CPA Collections Bookkeeping Accounting 52

Cloud Accounting Podcast

DECEMBER 9, 2021

Also, NASBA is going silent on CPA exam performance, but we've got tips from Liz Kolar on how to keep prepping students for the Evolution. Then, we'll shoot 4,000 years backwards, and examine one of the first written descriptions of tax evasion, or avoidance.

Tax 40

Tax CPA XERO Bookkeeping 40

Cloud Accounting Podcast

JULY 13, 2022

million in funding for all of 2021, according to PitchBook [link] 38:52 – Clients Would Switch for Portals - CPA Trendlines [link] 42:11 – Toast Serves up Expanded Restaurant Solutions with Sling Acquisition [link] 44:39 – Voicemail from Tony Novac – Thank you! million between January and the end of March, surpassing the $210.2

Accounting 40

Accounting Accounting CPA Tax 40

Cloud Accounting Podcast

JUNE 11, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Liz Mason, CPA and CEO of High Rock joins the show! Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the show notes for the link to get more info.

XERO 40

XERO QuickBooks Accounting Accounting 40

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

Cloud Accounting Podcast

OCTOBER 21, 2021

In other news, statistics show $600 billion paid to ransomware attacks in first half of 2021, which leads us to ponder on Jamie Dimon's thoughts on Bitcoin's lack of worth, and also whether crypto might be the cause of the next financial crisis.

QuickBooks 40

QuickBooks Small Business Accounting Bookkeeping CPA 40

Cloud Accounting Podcast

MAY 20, 2022

35:22 – Logan Graf YouTube Video – How Much Money I made In 2021 As A First Year CPA Firm Owner [link] 38:38 – Listener mail from Tyler – Thank you! 41:20 – Listener mail from Sarah – Thank you!

CPA 40

CPA XERO Financial Reporting Payroll 40

Cloud Accounting Podcast

FEBRUARY 10, 2022

18:58 – Blake responds. 23:38 – ACH Network up to 29.1B Payments Valued at $72.6T to verify your identity.

Tax 40

Tax Deposits Billing CPA 40

Cloud Accounting Podcast

JUNE 30, 2021

We've got voicemail about why accountants chose to not take the CPA path. Thank you, Mr. Three Cents, and Carla (sp?) We asked, and you answered!

Tax 40

Tax AR CPA QuickBooks 40

Cloud Accounting Podcast

JULY 8, 2021

Sponsors Odoo: [link] Dark Horse: [link] AFO Wealth Management Forward: [link] Show Notes 2:49 – Blake and David talk high-tech dining 10:00 – A listener voicemail about the CPA get/not get issue! We guarantee you’ll have a better chance of us hearing you than if you called the IRS! (202)

Payroll 40

Payroll CPA XERO Tax 40

Cloud Accounting Podcast

JANUARY 7, 2021

We'll also explore how to get your CPA without spending tons of $$. charges Texas billionaire with biggest tax fraud case in US history [link] 20:48 - Some businesses thrived, many lagged during pandemic in 2020 [link] 23:23 - Six Stories From a Downtown District Show Pandemic’s Uneven Toll [link] 29:21 - We've got VOICEMAIL!

Tax 40

Tax CPA Accounting Accounting 40

Jetpack Workflow

NOVEMBER 7, 2024

Podcast Summary In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA , founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business.

Accounting 105

Accounting Accounting CPA Financial Reporting 105

Cloud Accounting Podcast

FEBRUARY 10, 2021

Sponsors QuickFee: [link] Practice Ignition: [link] Odoo: [link] Show Notes 1:30 - Terrible financial advice is going viral on TikTok [link] 1:44 - TikTok Compilation Life Hack A Piece Of Information You Learned That feels Illegal to Know MashUps [link] 2:20 - Question: [link] 3:40 - Start a church: [link] 4:25 - S corp: [link] 9:44 - Closing the Diversity (..)

QuickBooks 40

QuickBooks Tax AR XERO 40

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.

Billing 59

Billing Tax Small Business Accounting Bookkeeping 59

Future Firm

JULY 21, 2022

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. for the entirety of fiscal year, 2021. Sample sections and template letters. Let’s get started.

Accounting 98

Accounting Accounting Accruals Bookkeeping 98

IMA's Count Me

APRIL 11, 2021

And so probably the most obvious case as to how it could come into play is if I received payment in Bitcoin at the end of 2020 or even early 2021, Bitcoin and the other altcoins out there were on an upswing, right. So there was one specific weekend early in the first quarter of 2021 where the price of Bitcoin dropped over 20%.

Accounting 40

Accounting Accounting AR / AP AR 40

AvidXchange

FEBRUARY 1, 2022

Read More: Expert Insights for Peak Performance in 2021 Sharpen your ability to forecast cashflows and payment and invoice trends and how that all relates to the company generating more profit and growing revenues. To move up in this field, you’ll need to pass the rigorous certified public accountant (CPA) exam.

AP 52

AP Corporate Finance Accounts Payable Accounts Payable 52

IMA's Count Me

DECEMBER 4, 2022

Ane Ohm, is a CPA as well as co-founder and CEO of LeaseCrunch, a software company that helps companies simplify their lease accounting. I don't care if they're not very comparative for one year, I'm not restating 2021 if I don't have to." Adam: For sure. Because they're going to be so busy with other things.

Accounting 40

Accounting Accounting Financial Statements CPA 40

IMA's Count Me

AUGUST 22, 2021

Adam (24:57): So speaking of the next 6 to 12 months, you know, as we wrap up our conversation, what's kind of the outlook for SPACs for the rest of 2021 into 2022. In this episode, you will hear about factors that are currently driving SPAC activity, what the implications are, and the outlook for the rest of 2021 into 2022.

Financial Reporting 40

Financial Reporting Auditing Accounting Accounting 40

CapActix

APRIL 13, 2023

” – John, CPA, and owner of a small accounting firm Testimony #2 “As a solo CPA, I was struggling to keep up with my client’s bookkeeping needs. ” – Sarah, solo CPA Testimony #3 “We had a large influx of clients and were struggling to keep up with the demand.

Tax 52

Tax CPA Auditing Financial Analysis 52

Cloud Accounting Podcast

DECEMBER 16, 2021

06:57 – Blake's Takeaways from Almost Inside Digital CPA 08:46 – It’s Time to Get Rid of the IT Department [link] 15:33 – The AICPA's Melancon: ‘The profession that constantly reinvents itself’ | Accounting Today [link] 19:35 – Accounting 4.0: link] Get in Touch Thanks for listening and for the great reviews!

CPA 40

CPA QuickBooks Accounts Payable Accounts Payable 40

TOA Global

FEBRUARY 7, 2023

The number of occupations experiencing shortages in Australia rose from 153 to 286 in a single year, 2021 to 2022. CPA Australia chief executive Andrew Hunter has suggested that to fill the current accounting skills gap, Australian firms will need to tap into global markets. The US is facing $8.5

Corporate Finance 52

Corporate Finance Financial Statements CPA Financial Reporting 52

Cloud Accounting Podcast

NOVEMBER 12, 2021

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 1:06 – David reports back from the delightful 2021 QuickBooks Connect virtual conference 2:48 – What did Kristen Bell’s closing remark, “Remain Human” mean? 3:38 – We’re heading to Sage Transform 2021 4:32 – Blake has received (..)

QuickBooks 40

QuickBooks Bank Reconciliation CPA XERO 40

Cloud Accounting Podcast

JUNE 17, 2021

Sponsors CPA Charge: [link] Odoo: [link] Rewind: [link] Show Notes 4:25 – Bill would make accounting part of STEM education [link] 5:47 – Accounting in schools down for the count [link] 10:24 – The best cities for accountants in 2021 [link] 12:46 – The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How the Wealthiest Avoid Income (..)

Microsoft Excel 40

Microsoft Excel Billing CPA XERO 40