Jetpack Workflow

FEBRUARY 26, 2025

Client Transition and Pricing Strategy One significant challenge Marcus faced was transitioning clients from traditional hourly billing to a more structured pricing model. By moving clients from hourly billing to fixed or value-based pricing, firms can create a more predictable revenue stream. 00:05:13] M&A deals in CPA firms. [00:09:16]

CPA 59

CPA Payroll Bookkeeping Billing 59

Jetpack Workflow

MAY 19, 2023

You already know about the standard suite of CPA tools available: QuickBooks, Xero, NetSuite, and others. This guide will help you discover the 10 essential software solutions and tools for CPA firms that countless firm owners use to integrate and enhance their workflows and help save valuable time.

CPA 52

CPA Billing Accounting Software Payroll 52

Cloud Accounting Podcast

JANUARY 18, 2025

Blake and David dive into major industry news, including Ohio ending the 150-hour CPA rule, setting a potential precedent for other states. They also discuss the Blackston acquisition of Citrin Cooperman and explore the implications of private equity involvement in accounting firms.

CPA 50

CPA XERO QuickBooks Payroll 50

Earmark Accounting Podcast

OCTOBER 18, 2024

Join Ryan Spohn, CFO of Sikich, and host Blake Oliver to explore how modern CPA firms are revolutionizing the industry by abandoning the traditional partnership model. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics.

CPA 49

CPA Billing Accounting Accounting 49

accountingfly

APRIL 4, 2024

FT Accounting (Permanent) | Candidate ID #20214164 Certifications: QBO ProAdvisor Education: BBA in Accounting Experience (years): 5+ years, all in multiple client environments Work experience (highlight): Staff Accountant at a CPA firm Managed 15-20 monthly clients and 40-50 contractor clients; responsible for full-cycle accounting,1099 process oversight/management, (..)

Financial Statements 119

Financial Statements Accounting Accounting Payroll 119

Cloud Accounting Podcast

MAY 16, 2023

Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes KPMG pens deal with MindBridge to apply AI to digital audits | Accounting Today [link] We ran the CPA exam through ChatGPT and it failed miserably | Accounting Today [link] I Cloned Myself With AI. We appreciate you!

CPA 52

CPA Auditing Tax Billing 52

accountingfly

MARCH 29, 2024

FT Accounting (Permanent) | Candidate ID #18541602 Certifications: Quickbooks Proadvisor Education: Bachelor of Science, Accounting Experience (years): 9 years of total experience Work experience: currently a Senior Accountant handling full-cycle accounting, financial reporting, and client service at a CPA firm Client niches: E-commerce, hair salons, (..)

MS Office 105

MS Office CPA Accounting Accounting 105

Invoicera

DECEMBER 18, 2023

Collaborative Accounting is a transformative approach to reshaping how CPAs and clients work together. Traditionally, the CPA-client relationship has been characterized by a one-sided flow of information, resulting in inefficiencies and missed opportunities. For Clients: Active Participation: Engage proactively with your CPA.

CPA 52

CPA Accounting Accounting Invoicing 52

Intuit

SEPTEMBER 9, 2024

Utilized strong communication skills to liaise with clients and vendors regarding billing inquiries. For instance, you might highlight your Certified Bookkeeper (CB) or Certified Public Accountant (CPA) designations if you have them. Reconciled bank statements and cash accounts, maintaining accurate financial records.

Bookkeeping 246

Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Jetpack Workflow

JULY 19, 2024

QuickBooks Intuit’s QuickBooks Online is a leading cloud-based accounting software where users can record financial transactions, pay bills, send invoices, and track expenses. It has tools for automatic bank reconciliations, budgeting, fixed asset management, bill pay, and financial statement preparation.

CPA 52

CPA Payroll Accounting Accounting 52

Earmark Accounting Podcast

MARCH 22, 2024

In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies US citizens overseas can use to legally reduce their tax burden. (33:12)

Tax 59

Tax Billing CPA 59

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

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

Cloud Accounting Podcast

DECEMBER 13, 2023

Got Sick of Hounding Rudy Giuliani to Pay His Bill So Now They’re Suing Him [link] PCAOB sanctions three Chinese firms, including PwC affiliates [link] The Accounting Profession Is in Crisis [link] BREAKING NEWS: QuickBooks Desktop Product Changes [link] What Can the Profession Do?

QuickBooks 73

QuickBooks CPA Financial Reporting Billing 73

Less Accounting

DECEMBER 1, 2023

The same goes for your own bill payments. Tax Planning Get your questions into your CPA before the tax season mania begins. Ask your CPA for additional help preparing if needed. Communicate with Advisors Now’s a great time to connect with your CPA, business coach, or other trusted advisors.

Accounting 105

Accounting Accounting Bookkeeping Budgeting 105

Cloud Accounting Podcast

MARCH 21, 2024

They also get into Minnesota's CPA licensure bill for 150-hour requirement alternatives and KPMG's audit findings on the Department of Education and the cost of the federal student loan program. Show Notes Could CPAs telling their stories be the key to attracting Gen Zers to accounting? The new Earmark app is coming soon!

CPA 53

CPA Billing Customer Service Collections 53

Cloud Accounting Podcast

SEPTEMBER 30, 2021

link] 29:36 – Listener Mail on CPA – Thanks T.C. A New York law firm files class action lawsuit over QuickBooks Payments fees, Intuit launches a venture arm, China bans crypto, and the top virtual conference software for CPA firms. Hit the show notes for the link to get more info.

CPA 40

CPA QuickBooks Financial Reporting Deposits 40

Cloud Accounting Podcast

MARCH 17, 2021

Architecture or accounting? To Put A Real-Time Digital Bookkeeper Inside Every Startup – Crunchbase News [link] 33:20 - Deloitte Partners With Nvidia For AI Solutions [link] 34:40 - AI bookkeeping startup Zeni launches with $13.5M

CPA 40

CPA Payroll Bookkeeping QuickBooks 40

Jetpack Workflow

DECEMBER 7, 2023

Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. During the episode, Trina also emphasizes the importance of having a superstar office manager for CPAs.

CPA 52

CPA Billing Customer Service Tax 52

Accounting Tools

NOVEMBER 1, 2023

For example, there are tax accountants , cost accountants , payroll clerks , billing clerks , general ledger accountants , and collection clerks. Accountant Certifications An accountant may choose to pursue a certification, of which the most prestigious is the certified public accountant (CPA) designation.

General Ledger 75

General Ledger Accounting Accounting Financial Statements 75

Cloud Accounting Podcast

APRIL 25, 2024

They also discuss the stagnation of CPA salaries despite a shortage of talent. The conversation touches on a variety of other topics, including the modernization of the IRS, the future of the CPA profession, and advice for young accountants looking to carve their own career paths in a rapidly changing industry.

CPA 50

CPA Accounting Accounting Budgeting 50

Accounting Tools

JUNE 20, 2023

A career track in this area can eventually lead to the controller position, or can diverge into a number of specialty positions, such as cost accountant , billing clerk , payables clerk , and payroll clerk. Related Articles Continuing Professional Education CPA vs. CMA - Which Certification is Better?

Accounting 75

Accounting Accounting Financial Statements Auditing 75

Accounting Tools

MAY 21, 2023

The position can be assisted by an outside CPA who advises on how to record certain of the more complicated business transactions. For example, a billing clerk, payables clerk, or payroll clerk may report to the bookkeeper. The full charge bookkeeper may supervise various accounting clerks.

Bookkeeping 75

Bookkeeping Petty cash Payroll Reconciling 75

CapActix

APRIL 30, 2023

Also read Best Cost Reduction Practices to Maximize Profit for CPA & Accounting Firms 10. Use QuickBooks Bills For effective QuickBooks accounting services, you have to streamline your business bills by paying through QuickBooks.

QuickBooks 98

QuickBooks Reconciling Accounting Software Invoicing 98

Cloud Accounting Podcast

APRIL 15, 2019

01:51 -- The house passed a bill permanently banning the IRS from creating its own free online tax preparation software. 27:19 -- How many CPA firms permit flexible and remote work? Sponsor Xerocon: [link] Show Notes 00:53 -- Thanks for the reviews! Give us a review on iTunes and we’ll read it on the air. Take a look here.

CPA 40

CPA QuickBooks XERO Tax 40

Earmark Accounting Podcast

APRIL 12, 2023

13:10) - If I'm not billing hourly, how do I make sure that my team doesn't get completely overwhelmed? (16:41) The Subscription Business Model for Professional Firms": [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] In this episode, Blake and Ron Baker discuss the subscription economy.

CPA 52

CPA Accounting Accounting Billing 52

Earmark Accounting Podcast

JANUARY 4, 2024

35:21) - Korn Ferry study on future shortages of working professionals (40:31) - What is the real underlying cause of the talent shortage (42:10) - Hourly timesheets and billing (44:19) - How can accountants measure impact on clients? (51:31) DBSI) Website: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Hitendra R.

Accounting 59

Accounting Accounting CPA Billing 59

Accounting Tools

SEPTEMBER 6, 2023

A private accountant is trained in the processing of business transactions, such as billings and accounts payable , and his or her knowledge may be limited to the areas of accounting for which they are responsible. Related Articles CPA vs. CMA - Which Certification is Better? Switching from Private to Public Accounting (podcast)

Financial Statements 75

Financial Statements Accounting Accounting Auditing 75

Blake Oliver

AUGUST 23, 2023

For clients who gamble, winnings can lead to unexpectedly high tax bills. In Episode 49 of my Earmark Podcas t , I interviewed gambling tax expert Zak Zimbile, CPA , on strategies to minimize taxes on gambling income. Listen to the episode to master strategies to minimize clients' tax bills.

Tax 52

Tax CPA Billing Accounting 52

Earmark Accounting Podcast

MAY 3, 2024

In this webinar, Blake Oliver, CPA, draws on his experience as a firm founder to guide you through the essential software that will streamline your operations, upgrade your client experience, and drive future growth. In an era where the right software can make or break your accounting firm, choosing the right apps is essential.

General Ledger 45

General Ledger CPA Payroll Accounting 45

Jetpack Workflow

JUNE 18, 2024

Not only doing that individually, but as employees or contractors are added teaching them how to handle this issue in a way that keeps clients happy without sacrificing the amount of work that has to happen.” – Gabriel Malavolti, JD, LLM, CPA, CPCU Mike Payne, JD – CPA also chimed in with similar thoughts. Drawdy, Jr.,

CPA 52

CPA Accounting Accounting Billing 52

Jetpack Workflow

MARCH 27, 2025

However, as bills began to pile up, she quickly realized the need to generate income. She found a CPA in her local mom’s group who was looking for extra work. A colleague’s suggestion to do accounting work on the side sparked the idea of starting her own business, ultimately changing her life.

Cost Accounting 59

Cost Accounting Accounting Accounting Bookkeeping 59

Earmark Accounting Podcast

AUGUST 18, 2023

Join Certified Public Accountant Zak Zimbile, owner of a remote CPA firm specializing in gambling taxation, as he breaks down federal and state requirements for reporting gambling income.

Tax 52

Tax CPA Billing Accounting 52

accountingfly

APRIL 18, 2024

Client software training, resolves client technical issues Manages 25+ clients Also experienced with tax support, client account audits, and general ledger cleanup Client niches: medical practices, contractors, service industry Tech Stack: QBO, QBD, Accounting CS, UltraTax and Fixed Assets Remote Work Experience: Y (limited) Salary: $65K – $75K (..)

General Ledger 52

General Ledger CPA Accounting Accounting 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

Accounting Tools

OCTOBER 6, 2023

Includes all sales taxes billed to customers, and to be remitted to the applicable local governments. It is best to consult with a CPA who understands a company's industry to see if any additional accounts should be added to this list. Includes all trade payables due to suppliers. Accrued expenses. Sales taxes payable. Notes payable.

Accounting 75

Accounting Accounting Accounts Payable Accounts Payable 75

accountingfly

SEPTEMBER 19, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #15191471 Certifications: EA in progress Education: BA Accounting Experience (years): 7+ years tax and accounting experience in public accounting Work experience (detail): Leads a team of 5+ tax professionals Preparation and review of more complex tax returns Client account leadership (..)

CPA 52

CPA Accounting Accounting XERO 52