Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. However, these daily accounting tasks keep you organized, ensure your reporting remains accurate, and make audits much easier. Follow up if needed to collect payment and be sure you sent the invoices to the appropriate customers.

Reconciling 52

Reconciling Accounting Accounting Payroll 52

Nanonets

MAY 7, 2024

  Spreadsheet Reconciliation Spreadsheet software like Microsoft Excel is often used for expense reconciliation. This may include regular review and validation of financial transactions, segregation of duties, approval workflows, and periodic audits.

Reconciling 52

Reconciling Financial Records Bank Reconciliation Expense Reports 52

Cloud Accounting Podcast

APRIL 28, 2020

Then, it was all hands on deck for a lot of other processes, like financial reporting, or FP&A, or audit prep, or what have you. [00:07:35] The challenges we had was, as we scaled, we added more, and more people to the team. It was all file cabinets, and that's exactly how you get to the audit room in the back. This is nuts.

Auditing 40

Auditing Accounting Accounting XERO 40

Cloud Accounting Podcast

JUNE 1, 2020

They just don't have the manpower to audit even a tiny fraction. So, maybe that's all they'll do is do a tiny fraction, and the rest will just get automatically approved, or they'll approve them conditionally, and then reserve the right to go back and audit years later. You can by joining Steve Chase's Excel Bootcamp.

Tax 40

Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

JUNE 23, 2020

The Treasury Inspector General estimates that the IRS could collect $45.6 I [00:35:00] don't know the audit process. That's the conflict of interest inherent in auditing. One of early ones in the QuickBooks world was something called Audit My Books. You can by joining Steve Chase's Excel Bootcamp. to 4:30 p.m.

QuickBooks 40

QuickBooks Computation XERO Tax 40

Cloud Accounting Podcast

APRIL 19, 2020

SmartBooks Genie grants your wish for a streamlined practice. __ Blake Oliver: [00:25:07] Here you have less than 20 percent of the money going to 80 percent of the businesses, and the top 20 percent of the businesses collected 80 percent of the money. So, basically, to summarize this, it is bank feeds in Excel. It flipped.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:10:37] The reason that the Trump administration is concerned with TikTok is because - and this is a legitimate concern - the app is owned by a Chinese company, and it aggressively collects data on American citizens, when you load TikTok. He can change, though, the collection date. We appreciate you!

Payroll 40

Payroll Tax Accounting Accounting 40