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

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

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

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.

QuickBooks 40

QuickBooks CPA XERO Tax 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

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! Let them know! Meet Blake in person!

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 ! 19:47 -- Hey CPA Exam Candidates, Y'all Ready For Continuous Testing? 19:47 -- Hey CPA Exam Candidates, Y'all Ready For Continuous Testing? 02:29 -- We got another review! 22:20 -- Georges raises $11.2

XERO 40

XERO Accounting Accounting CPA 40

Cloud Accounting Podcast

MARCH 23, 2021

In app news, BDO partners with Xero, ProAdvisors are up in arms about having to pay higher ACH fees, and a production payroll startup takes aim at payroll for the entertainment industry. In education, a study shows that CPA education is lagging behind tech, and even the CPA exam. All this and more in our latest episode.

Tax 40

Tax XERO CPA 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

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

Cloud Accounting Podcast

APRIL 14, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com A service to create fake bank statements, AICPA backs bill adding accounting STEM education, security breaches at MailChimp and Block, Fast pulls the plug, and more We appreciate you!

XERO 40

XERO CPA Billing Accounting 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!

Payroll 40

Payroll XERO CPA Tax 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

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

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

FEBRUARY 10, 2022

We'll also get into some app news, conference updates, and talk more tax, as we wander through the land of IRS troubles.

Tax 40

Tax Deposits Billing XERO 40

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 Accounting Software 59

Jetpack Workflow

OCTOBER 25, 2023

First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients’ books. Consider other software options like an invoicing app to make client billing easier or a file-sharing app to collect and manage client documents and e-signatures.

Bookkeeping 59

Bookkeeping Bookkeeping Services XERO CPA 59

Nanonets

JUNE 29, 2023

Integration with NetSuite, Quickbooks Online, Xero, and Sage Intacct, Integration with Slack, allowing employees to receive alerts, handle requests, and obtain approvals directly within the Slack interface. Pros: Zero shot AI that can capture data from documents from day 1. Sources: [link] 2.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 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

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. CapsuleCRM can be easily integrated with accounting software tools like QuickBooks and Xero.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Nanonets

JANUARY 17, 2024

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. Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction. Sources: [link] 2.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Future Firm

SEPTEMBER 1, 2023

2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses. Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. Bills & Expense Apps Every business has expenses.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Future Firm

APRIL 10, 2022

Xero’s App Marketplace , for example, allows you to shop for hundreds of apps to connect to their accounting system to transfer data back and forth seamlessly to streamline your accounting functions: Today, this is a basic expectation when it comes to accounting automation. Bill.com or Plooto for bill pay.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

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. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. I was shocked when I heard that CPA firms had received PPP loans.

QuickBooks 40

QuickBooks XERO Bookkeeping 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. Hit the show notes for the link to get more info. We'll also look into the secret IRS files that leaked a wealth of billionaire tax info!

Microsoft Excel 40

Microsoft Excel Billing XERO CPA 40

Cloud Accounting Podcast

MAY 27, 2021

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.

Bookkeeping 40

Bookkeeping XERO Auditing CPA 40

Cloud Accounting Podcast

MARCH 30, 2020

So, Congress, this week, got through that giant $2 trillion stimulus bill, which contains individual cash payments in there - $1,200 for individuals, and $2,400 for couples with $500 added for every child. Okay, so that's a little too late to help me with my April bills. I mean, there's so much in the bill. They don't know this.

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

JULY 7, 2020

That's resurfacing again because now, with COVID, now, businesses are kind of like, "Hey, even more reasons not to take cash." Blake Oliver: [00:04:55] Oh, right, right. David Leary: [00:04:55] So, the bills that are gonna force you to take cash are coming up. He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA.

Tax 40

Tax Auditing Deposits 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." It's almost like- and even Xero when they bought Hubdoc.

QuickBooks 40

QuickBooks Microsoft Excel Billing Payroll 40

Cloud Accounting Podcast

OCTOBER 25, 2023

CPA Trendlines [link] The 'proof of reserves' myth in crypto-accountancy [link] OpenAI gives ChatGPT access to the entire internet | VentureBeat [link] Need CPE? 43:10) - 3 professors know how to solve the pipeline problem? (46:45) Could fraud be part of the solution? [link] Is Audit in Crisis Because of Definitions? -

Billing 64

Billing CPA QuickBooks Auditing 64

Cloud Accounting Podcast

APRIL 11, 2020

You possibly were in communications, as this bill was getting developed. The business advisor, to the CPA firm can help navigate that with the client. It's somebody who has a finance professional, or a CPA, who can mobilize them very quickly, but that is- Erik Asgeirsson: [00:34:44] That's right. We have a strong D.C.

Payroll 40

Payroll Accounting Accounting Bookkeeping 40

Cloud Accounting Podcast

MAY 3, 2020

He's a CPA. Gene Marks, he's the number one influencer CPA; he's all over the news; probably the most visible CPA in the world. It has an easy-to-use dashboard, integrations with QuickBooks and Xero, and additional automated tools to serve the modern workforce. The whole month, he just captured in one rap song.

Payroll 40

Payroll Tax Auditing QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

plans, debuts ‘Xero on Air’ – Accounting Today 44:10 – A refreshed Xero plan to support small businesses during COVID-19 – Xero Blog 50:14 – TD Rolls Out Online Accounting In Bid For Small Biz Accounts – PYMNTS.com 52:53 – Chime is now worth $14.5 Many, many updates from Xero and QuickBooks, and Square, and TD, the bank.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

JULY 28, 2020

My biggest takeaway from the conversations was how you can 100 percent use BQE Core as your standalone accounting system or pair it up with either QuickBooks Online, or Xero. Republicans just wanna focus the bill on COVID, directly. Trump administration put this in the PPP bill. That's what's going on with stimulus right now.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 7, 2020

Blake Oliver: [00:03:42] So, when do I get my Xero integration, is my question. 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%. VOICEMAIL! It's a little- it's scary to release a new offering, right?

CPA 40

CPA XERO Budgeting Payroll 40