Cloud Accounting Podcast

NOVEMBER 21, 2023

We're back from QuickBooks Connect 2023 with announcements, updates, new features, and improvements in QuickBooks Online. Billion Deal for Melio [link] Bill Holdings stock sinks amid report of $1.95B deal talks for Melio. (02:03) link] St. Louis comptroller said prior mayor wanted new accounting.

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QuickBooks Billing Auditing CPA 56

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 Invoicing 52

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. The software offers an exclusive platform for accounting firms called QuickBooks Online Accountant. Pricing Plans start at $13.50/month

CPA 52

CPA Payroll Accounting Accounting 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. What are the 10 QuickBooks tips?

QuickBooks 52

QuickBooks Reconciling Bookkeeping Services Accounting Software 52

Future Firm

SEPTEMBER 1, 2023

1) QuickBooks Online A true juggernaut in the small business accounting software space, QuickBooks Online is widely known across firms and self-employed business owners alike as one of the best accounting software products. Bills & Expense Apps Every business has expenses. Ready to dive in? 18) MileIQ This is a cool one.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. QuickBooks Online Accountant. With accounting firms & tax professionals having hundreds and even thousands of tasks across the business, you’ll need more than Quickbooks Online or Xero. Benefits of Practice Management Software.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

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. 18:31 -- Thanks to Caleb Jenkins for posting a screenshot of the beta “Receipts” feature in QuickBooks on Twitter. 20:20 -- Here’s an update on the QuickBooks Online Advanced free upgrade period.

QuickBooks 40

QuickBooks CPA XERO Tax 40

Cloud Accounting Podcast

SEPTEMBER 30, 2021

link] 29:36 – Listener Mail on CPA – Thanks T.C. Gilded Launches Compass: The Most Advanced QuickBooks Integration for Crypto Institutional adoption of cryptocurrency has intensified the demand for sophisticated crypto accounting functionality. Gilded Compass streamlines financial reporting for cryptocurrency in QuickBooks Online.

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CPA QuickBooks Financial Reporting Deposits 40

accountingfly

MAY 9, 2024

These are just a few of our top candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!

QuickBooks 52

QuickBooks Accounting Accounting CPA 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

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

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

accountingfly

FEBRUARY 15, 2024

Tech Stack: GoSystems, QuickBooks, various ERPs Education: BS in Accounting, MS in Accounting Time zone: ET Salary: $150K Sign up to connect with Candidate ID #20046219 FT Accounting Candidate Certifications: QBO Certified ProAdvisor Experience (years): 11+, 2.5

Outsourced Bookkeeping 52

Outsourced Bookkeeping Accounting Accounting Financial Statements 52

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

Cloud Accounting Podcast

JUNE 1, 2023

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more! link] Intuit Inc. With $3 Billion.

CPA 52

CPA XERO AP QuickBooks 52

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

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. David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

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

Future Firm

APRIL 10, 2022

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. Check out QuickBooks Online can do this with their cash flow planner tool: This means you can leverage these kinds of features to help speed up your work.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

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! Thank you! First, you need some people! You’re Broke! Let them know!

XERO 40

XERO QuickBooks CPA Payroll 40

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 ! 16:09 -- The Worst-Kept Secret About QuickBooks Online | Forbes — David says that Gene Marks nailed the key point about cloud accounting price increases way back in 2015. 02:29 -- We got another review!

XERO 40

XERO Accounting Accounting CPA 40

Cloud Accounting Podcast

NOVEMBER 10, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Accountant shortage could threaten capitalism; IRS needs to hire a new commissioner, quickly; Is Bill trying to be QuickBooks? We appreciate you! and— Your next firm location could be inside Walmart!

QuickBooks 40

QuickBooks CPA Billing Accounting 40

Cloud Accounting Podcast

MARCH 31, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com CPA firms to profit from proposed SEC climate rules; half will quit if they must return to the office; financial literacy is now the law in Florida; El Salvador struggles to adopt bitcoin, and more!

QuickBooks 40

QuickBooks CPA Billing Bookkeeping 40

Cloud Accounting Podcast

SEPTEMBER 29, 2019

02:52 – Some familiar faces made CPA Practice Advisor's 2019 40 Under 40 list | CPA Practice Advisor 04:10 – AICPA held a not-so-time-zone-inclusive webinar on diversity and inclusion | Accounting Today 04:59 – David's Home Away from Podcast, AutoEntry, just got acquired by Sage !

CPA 40

CPA Accounting Accounting Payroll 40

Cloud Accounting Podcast

JULY 25, 2021

There's more voicemail feedback on the CPA issue, and in app news, Relay Financial releases advanced bill pay, accounting startup Proper raises $9 million to do the books for property managers, and we've got updates from Xero, QuickBooks, Apple, and more!

XERO 40

XERO CPA QuickBooks Payroll 40

Invoicera

DECEMBER 31, 2023

Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Recurring Billing: Automate and Never Miss a Beat For businesses dealing with recurring payments, automation is a game-changer. It ensures timely billing, reducing the hassle of manual invoicing cycles and minimizing the risk of missed payments.

Data Entry 59

Data Entry Accounting Accounting Purchase Order 59

Cloud Accounting Podcast

JULY 6, 2022

Details From the SEC Order [link] Top accounting firm fined $100 million after employees cheated on CPA exams [link] 25:16 – Broken enQ blog post [link] CallEnQ on Twitter: "We’ve listened to our customers and are re-evaluating the next steps due to the recent drop in IRS level of service (and thus enQ level of service).

QuickBooks 40

QuickBooks CPA Billing Tax 40

Cloud Accounting Podcast

MARCH 17, 2019

Two house Democrats have introduced a bill to extend the tax-filing deadline by 5 weeks. 03:51 -- Now you can track your team’s labor costs in QuickBooks Projects. 05:08 -- New limits in QuickBooks Online are causing some angst for ProAdvisors. Please do us a favor and give us a review on iTunes.

Tax 40

Tax QuickBooks CPA Accounting 40

Cloud Accounting Podcast

OCTOBER 17, 2019

Sponsors Right Networks: [link] Show Notes 00:48 – How can being a Bills fan ever be a bad choice? 01:40 – Fraudster Tip: If you're gonna steal the cash, stash it in your backyard!

CPA 40

CPA QuickBooks Payroll Billing 40

Cloud Accounting Podcast

MARCH 23, 2021

In education, a study shows that CPA education is lagging behind tech, and even the CPA exam. Lastly, we investigate what's more difficult — the CPA exam, or the bar exam? All this and more in our latest episode.

Tax 40

Tax XERO CPA Payroll 40

Jetpack Workflow

JUNE 1, 2023

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. Maxim Liberty Since 2005, Maxim Liberty has offered flexible and affordable outsourced bookkeeping services for CPA firms in Canada and the United States.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping AR / AP 52

Cloud Accounting Podcast

JANUARY 26, 2023

million bill that caused it to quit the cloud [link] Accountant must repay employer after software shows ‘time theft’ [link] George Clooney to Headline Expensicon 2023 [link] U.S. link] How CPA firms can get focused in the next 30 days [link] MDU Resources Teen of the Week: Glen Ullin volleyball player is set.

CPA 40

CPA Auditing QuickBooks Tax 40

Cloud Accounting Podcast

JANUARY 12, 2020

Jirav connects your cloud-based accounting, payroll, CRM, and billing data together to automatically update shareable online dashboards, monthly reporting packages, and sophisticated financial plans and budgets in real-time. We do that by helping you understand where your business has been, and most importantly, predict where it’s going.

XERO 40

XERO CPA QuickBooks Payroll 40

Cloud Accounting Podcast

OCTOBER 21, 2020

link] 53:19 – Wells Fargo terminates employees over potential COVID-19 relief fraud [link] 55:01 – Voicemail!! Get in Touch Thanks for listening and for the great reviews!

CPA 40

CPA QuickBooks Billing Auditing 40

Remote Quality Bookkeeping

FEBRUARY 23, 2024

Income, expenses, bills, and invoices should be appropriately tagged and coded. If your bookkeeper takes too long to do your books, invoices and bills will keep piling up and you won’t have the correct information about your business. How long does it take for customers to pay bills? How much money is your business making?

Bookkeeping 52

Bookkeeping Bank Reconciliation Outsourced Bookkeeping Billing 52

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. Billing and invoicing: This feature is crucial for sending invoices and tracking payments. Sync data in realtime between QuickBooks and Method CRM while eliminating double data entry. Method CRM.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Jetpack Workflow

DECEMBER 4, 2023

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. Hiring Challenges It’s no secret the accounting industry has struggled to hire new employees lately.

Accounting 59

Accounting Accounting Budgeting Bank Reconciliation 59