CapActix

APRIL 30, 2023

In this digital world, QuickBooks is a comprehensive bookkeeping and accounting software that is helping numerous businesses to smoothly record their finances. QuickBooks accounting software is highly popular and loaded with numerous features – from bank integration to bookkeeping services.

QuickBooks 98

QuickBooks Reconciling Accounting Software Invoicing 98

Future Firm

AUGUST 22, 2022

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. In no particular order, check out the 17 best accounting practice management software products on the market.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Future Firm

JANUARY 23, 2023

Virtual assistants for CPAs can also handle invoicing and billing, oversee deadlines, and are capable of creating documents and spreadsheets. How to Find Virtual Assistants for Your CPA Firm Now that we know what VAs can do and how they can help CPAs, it’s time to find a virtual assistant for your firm.

CPA 97

CPA Data Entry Bookkeeping Invoicing 97

AvidXchange

SEPTEMBER 6, 2017

In preparation for the event, we sat down with panelist Bill Gilbert, Vice President and Corporate Controller of REDICO, to talk real estate, accounts payable automation , and best practices for year-end close. I am a licensed CPA and was a partner in a firm for 14 years before joining REDICO in 2000. Bill : Oh yeah.

Accounts Payable 52

Accounts Payable Accounts Payable Billing AP 52

Analytix Finance & Accounting

JULY 3, 2023

According to a Finances Online report , more organizations are now recognizing the power of accounting software in the industry. In the past few years, the adoption of cloud-based accounting technology has changed the way businesses carry out their accounting and finance management tasks.

Accounting 52

Accounting Accounting CPA Data Entry 52

Less Accounting

NOVEMBER 18, 2022

January through April can feel like an all-out scramble to collect and track down information for your CPA. Do you have any outstanding bills to pay? Prep for your CPA Reports to Run When you want to prepare for tax season, you’ll need to know how to run reports for your accountant. But it doesn’t have to be.

Tax 52

Tax Accruals CPA Bookkeeping 52

CapActix

NOVEMBER 11, 2022

In this digital world, QuickBooks is a comprehensive bookkeeping and accounting software that is helping numerous businesses to smoothly record their finances. QuickBooks accounting software is highly popular and loaded with numerous features – from bank integration to bookkeeping services.

QuickBooks 52

QuickBooks Reconciling Bookkeeping Services Accounting Software 52

Cloud Accounting Podcast

JUNE 10, 2019

Sponsor Xero: [link] Show Notes 00:34 -- Welcome to the Cloud Accounting Podcast, and our guest, Lorilyn Wilson, CPA ! 03:25 -- Canopy releases professional tax prep software | Accounting Today — Practice management software developer Canopy announced general availability Tuesday of Tax Prep, its professional tax preparation software.

XERO 40

XERO Accounting Accounting CPA 40

CapActix

AUGUST 17, 2023

CPA tax preparation requires a more meticulous approach to keep customers happy. They need to make sure that they have the best tax software for CPAs and accounting firms to provide satisfactory service to their clients by filling in flawless tax returns. of each customer and performing data entry.

Data Entry 52

Data Entry Tax CPA Accounting 52

Jetpack Workflow

JUNE 1, 2023

In this article, we share some of the most common services accounting firms outsource, reveal the best accounting firms for outsourcing, and provide some questions to help you find the right partner for your firm. Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping AR / AP 52

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE?

Accounting 52

Accounting Accounting QuickBooks XERO 52

Cloud Accounting Podcast

NOVEMBER 18, 2019

You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Interested in sponsoring the Cloud Accounting Podcast? Thank you!

XERO 40

XERO QuickBooks CPA Payroll 40

Future Firm

APRIL 10, 2022

As artificial intelligence and machine learning evolves in accounting, it is becoming more and more able to predict the future. And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

CapActix

JULY 3, 2023

According to the statistics shared by Accounting Today, 51% of CPA firms in the USA find it difficult to cope with changing regulations in accounting. When CPA firms that have a force of financial experts find it difficult, then you can think of the complexities a small business would face in this regard.

Bookkeeping 52

Bookkeeping Outsourced Bookkeeping Bookkeeping Services Accounting 52

Accounting Tools

JULY 27, 2023

The following list contains brief descriptions of the more commonly recognized types of accountants. Billing Clerk The billing clerk position is responsible for invoicing customers, submitting the invoices to customers by whatever means are required, issuing credit memos, and keeping the billing records up-to-date.

General Ledger 40

General Ledger Accounting Accounting Financial Statements 40

Jetpack Workflow

DECEMBER 4, 2023

Hiring Challenges It’s no secret the accounting industry has struggled to hire new employees lately. Qualified accountants are in short supply in the United States, making it difficult for CPA firms to fill vacancies as staff members retire or leave to follow a new career path. Both plans offer discounts for annual billing.

Accounting 59

Accounting Accounting Budgeting Accounting Software 59

Future Firm

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. 8 Main Features Your Accounting CRM Needs. Billing and invoicing: This feature is crucial for sending invoices and tracking payments. The 13 Best CRM Software Tools for Firms. CapsuleCRM.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

IMA's Count Me

APRIL 19, 2020

Oh, I got to talk to my accountant and I talked to my tax rep, I talked to my CPA. So I was actually on the surge (Just want to make sure that is the appropriate way to spell the Podcast title) podcast with JJ, the CPA, and what are the conversation or topics we hit on there was invoicing. A lot of clients see us as an expense.

Accounting 40

Accounting Accounting Billing CPA 40

Nanonets

JANUARY 17, 2024

In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key. Just to list a few, you can now - Link your Emails and other apps to your expense management system for seamless ingestion of expense bills, invoces and receipts.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Cloud Accounting Podcast

AUGUST 3, 2020

05:14 – VirBELA – Virtual work platform 08:16 – Congressional Democrats, White House still at impasse over coronavirus bill – Reuters 08:53 – New York Times on U.S. I was shocked when I heard that CPA firms had received PPP loans. There's a lot of firms that aren't billing for PPP services and stuff. It's a letter to the editor.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

APRIL 3, 2020

This episode of The Cloud Accounting Podcast is sponsored by Melio Payments. Do you have clients that are logging into their bank website to manually pay their bills or, even worse, clients that are still handwriting paper checks because the alternatives are either too complicated, or too expensive? So, that's a different number.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 11, 2020

He presented his bill after the fact, and the client accepted it- David Leary: [00:00:28] Which tells me they got a lot of value out of it, and they didn't put up a fuss. I've got an article in CPA Trendlines, an opinion piece - "When Time-Based Pricing Works." Old-school accounting firm partner. He undercharged it.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

JUNE 17, 2021

Full Transcript Available Upon Request - info@cloudaccountingpodcast.com We're covering a lot of ground this week, starting with a bill in Congress that would make accounting part of the STEM curriculum. In app news, more raises from accounting software + services startups Osome, and Penny Lane.

Microsoft Excel 40

Microsoft Excel Billing XERO CPA 40

Cloud Accounting Podcast

FEBRUARY 14, 2023

WSJ asks: "How can we make accounting cool?"; Biden vows to veto GOP plan to abolish the IRS; CPA exam takers down 25% since 2018; IRS too busy to replace old computers, suspends project Sponsors OnPay - [link] Relay - [link] First Republic Bank - [link] Need CPE? WSJ [link] Passing or failing?

Accounting 40

Accounting Accounting Deposits 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.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

MAY 10, 2020

Andrea Carr, CPA; she was on an AICPA town hall on May 7 and heard on that, from the AICPA, that all the PPP loan applications will become public under the Freedom of Information Act, eventually. I don't know how accountants and bookkeepers. So, that's good, I suppose, for CPAs. Blake Oliver: [00:14:12] Who was it?

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

MAY 3, 2020

He's a CPA. Blake Oliver: [00:02:03] Oh, yeah, yeah. __ This episode of The Cloud Accounting Podcast is sponsored by AccountingSuite. AccountingSuite is cloud accounting software that acts like a customizable ERP system. This is a Chris Hessey, CPA chair of the AICPA Tax Executive Committee.

Payroll 40

Payroll Tax Auditing QuickBooks 40

Cloud Accounting Podcast

DECEMBER 13, 2024

Blake and David take a look at several significant developments in the accounting world, including Trump's controversial IRS Commissioner nomination of former Congressman Billy Long. They also share insights from the AICPA's 2024 CAS benchmark survey showing significant growth in client accounting services practices and much more!

CPA 49

CPA QuickBooks Accounting Software Billing 49

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Because, as we have discussed in the past, the hiring of CPAs. Well, it's actually not CPAs, it's the hiring of accounting degrees into CPA firms has declined by 30%. That eventually led me to doing what I do now, which is software consulting and providing advisory services at a regional accounting firm.

CPA 40

CPA XERO Budgeting Payroll 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

15 tax returns – Journal of Accountancy 24:56 – Penalty relief may be available to those who miss Sept. 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 It just doesn't.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

AUGUST 24, 2022

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 1:46 – ?Big Big news from David Leary and Blake Oliver! ? so confusing. We appreciate you!

Microsoft Excel 40

Microsoft Excel Tax CPA QuickBooks 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. The accountants aren't getting those agent fees that were supposedly in the bill.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

JUNE 16, 2020

That was never, ever mentioned, that it's for the unbanked small businesses?! __ This episode of The Cloud Accounting Podcast is sponsored by Melio Payments. I wanna talk about neobanks, because Wave launched a bank; Wave accounting software. Accounting apps are becoming banks; banks are becoming accounting apps.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 40

Cloud Accounting Podcast

AUGUST 25, 2020

Essentially, Bank of Montreal - BMO - they are announcing that Intuit's QuickBooks accounting software may now access financial data provided by Bank of Montreal customers via a new API. Yeah, that's what's going on in the world of politics. __ This episode of The Cloud Accounting Podcast is sponsored by AccountingSuite.

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

APRIL 27, 2020

Expensify Community 55:24 - Art of Accounting: Deciding who to let go - Accounting Today Get in Touch Thanks for listening and for the great reviews! Regardless of the stimulus, his company could have probably weathered the storm, he thinks, possibly. __ This episode of The Cloud Accounting Podcast is sponsored by AccountingSuite.

Accounting 40

Accounting Accounting Deposits Tax 40

Cloud Accounting Podcast

JULY 14, 2020

access to Trump taxes, blocks House – Accounting Today 33:57 – Why Doing Taxes is So Hard - YouTube Get in Touch Thanks for listening and for the great reviews! Learn how accounting firms are using Jirav to deliver connected insight, strategize growth, and help their clients make more profitable decisions. They did pretty good.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:18:06] There's a payment service that's targeted towards CPA firms that I've seen that does this, where you can offer your customers the ability to pay in installments, and they'll take on the risk of this. The rest of his quote's like, "Finance departments deserve the best software and support as they scale."

Payroll 40

Payroll Tax Accounting Accounting 40