Blake Oliver

JULY 18, 2023

My business partner David Leary and I just went through the process of using TurboTax LIVE Full Service for our partnership return and recorded our experience in a new video.

Tax 98

Tax CPA Collections 98

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

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

Processed accounts payable and receivable, ensuring timely payments and collections. For instance, you might highlight your Certified Bookkeeper (CB) or Certified Public Accountant (CPA) designations if you have them. Reconciled bank statements monthly, maintaining accurate financial records.

Bookkeeping 246

Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Jetpack Workflow

JULY 19, 2024

That also supplies accountants with access to Xero HQ, where you can collect and manage client information and documents, get listed in the advisor directory, and more. Document Management Accountants must collect, store, and manage a range of client documents and paperwork, including proposals, engagement letters, and financial records.

CPA 52

CPA Payroll Accounting Accounting 52

Intuit

SEPTEMBER 18, 2024

The ability to collect and use large sums of financial data. If there are available deductions or credits, the tax preparer is there to find them, but always in accordance with federal and state tax laws. In order to do their job effectively, tax preparers need: Strong knowledge of applicable tax laws.

Tax 130

Tax Customer Service CPA Auditing 130

Insightful Accountant

DECEMBER 4, 2024

LeaseCrunch LLC today announces its merger with Finagraph, a software provider specializing in real-time data collection and analysis through integration with industry-leading ERP and accounting systems.

CPA 52

CPA Collections Accounting Accounting 52

Less Accounting

DECEMBER 1, 2023

Accounts Receivable/Payable Chasing down unpaid invoices is never fun, but it is essential you are able to collect as many as possible before the end of the year. Tax Planning Get your questions into your CPA before the tax season mania begins. Ask your CPA for additional help preparing if needed. Tax and Legal Compliance: 7.

Accounting 105

Accounting Accounting Bookkeeping Budgeting 105

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. This means that the full charge bookkeeper reports straight to a senior manager, such as the president, and may interact directly with the company's board of directors and auditors.

Bookkeeping 75

Bookkeeping Petty cash Payroll Reconciling 75

Cloud Accounting Podcast

JULY 9, 2024

Today, Blake and David explore how artificial intelligence is reshaping accounting, discussing its potential to handle 70% of information-based tasks and impact workflows like data collection, reconciliation, and client services.

CPA 53

CPA Tax QuickBooks Collections 53

CapActix

SEPTEMBER 22, 2024

CPA firms face significant hurdles as tax season approaches. Why Seasonal Tax Preparers Are Essential for CPA Firms Hiring a seasonal tax preparer has become a strategic move for many CPA firms during tax season. Improvement Feedback Collect feedback from your team and the seasonal tax preparer themselves.

CPA 40

CPA Tax QuickBooks Collections 40

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

Intuit

JANUARY 19, 2024

They may have to discuss tax information with clients, fill out forms, collect documents, and perform tax audits. Tax Experts must have an active credential as a Certified Public Accountant (CPA), Enrolled Agent (EA), or Practicing Attorney. This role is open to both credentialed (CPA/EA/Tax Attorney) and non-credentialed accountants.

QuickBooks 130

QuickBooks Bookkeeping Tax Computation 130

Intuit

AUGUST 30, 2023

Gather the Necessary Financial Documents It’s time to start collecting the required documents. Other Career Opportunities for Tax Accountants and CPA Striking out on your own in the tax preparation business is a tall order. No matter the classification, research each business’ tax preparation requirements at the local and state levels.

Tax 130

Tax Accounting Accounting CPA 130

Less Accounting

NOVEMBER 18, 2022

January through April can feel like an all-out scramble to collect and track down information for your CPA. 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. You can give your CPA this information in a spreadsheet or something similar.

Tax 52

Tax Accruals CPA Bookkeeping 52

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?

CPA 53

CPA Billing Customer Service Collections 53

Accounting Tools

SEPTEMBER 6, 2023

Training Requirements in Public and Private Accounting A public accountant is trained in the analysis of accounting systems , collecting evidence, and testing to see if assertions are correct. Certification Requirements in Public and Private Accounting A public accountant may be certified as a CPA ( certified public accountant ).

Financial Statements 75

Financial Statements Accounting Accounting Auditing 75

CapActix

MARCH 23, 2023

Cloud-Based Accounting Accounting & CPA firms earn higher year-after-year revenue and acquire 5X more customers with cloud-based accounting. CPA firms and businesses have been using it for years, but now it is more prevalent than ever. CPA firms can deliver efficient services to their clients while saving costs.

Accounting 98

Accounting Accounting CPA Accounting Software 98

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

AUGUST 19, 2024

Negative assurance is a statement by a CPA that no adverse issues have been found regarding the accuracy of a client's financial statements. This approach is usually taken in order to confirm that the CPA has found no evidence of fraud, or evidence that any required accounting practices were breached. What is Negative Assurance?

Financial Statements 40

Financial Statements CPA Auditing Collections 40

Jetpack Workflow

OCTOBER 17, 2024

Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Logan Graff , a virtual CPA firm owner ( The Graf Tax Co. Initial Pricing Decisions When Logan launched his virtual CPA firm, he set his initial fee for personal tax returns at $450. PLLC ) based in Central Texas and a rising star on YouTube.

CPA 65

CPA Tax Accounting Accounting 65

Analytix Finance & Accounting

SEPTEMBER 5, 2023

How Industry Intelligence Assists CPA Firms Better When it comes to offering higher-level CFO consulting services to clients, CPA firms are often limited by bandwidth. An effective strategy CPA firms can evaluate for growing their own practice involves gaining access to qualified experts to fulfill the demand for CFO services.

CPA 52

CPA Budgeting Financial Operations Financial Operations 52

Accounting Tools

FEBRUARY 25, 2024

It is conducted by a CPA firm, which is independent of the entity under review. The intent is to locate and remedy control breaches, as well as to collect evidence in case charges are to be brought against someone. The intent is to ensure that the costs incurred for a project were reasonable.

Auditing 75

Auditing Payroll Financial Statements Computation 75

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

Blake Oliver

JANUARY 10, 2024

With over a decade specializing in gambling taxes, this Las Vegas CPA has worked with everyone from professional poker players to casual sports bettors. Your expertise provides the winning advantage. == Blake Oliver, CPA, is an accountant, podcaster, and entrepreneur.

Tax 80

Tax Accounting Accounting Record Keeping 80

Cloud Accounting Podcast

DECEMBER 3, 2021

Meet Our Guest: Megan Walker, CPA - Vice President of Accounting and Finance at Oxford Corporate [link] Learn more about Oxford Collection: [link] Need CPE? Today's special guest is Megan Walker, CPA. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Accounting 40

Accounting Accounting CPA Collections 40

Cloud Accounting Podcast

NOVEMBER 26, 2019

05:17 – Thanks to @sovereign_cloud , and his tweet about Episode 82 , we made the CPA Alberta Mag! We've got reviews! Scaling New Heights 2019 “Strategic Pivot” | Woodard.com 43:33 – Is Intuit really stealing work from bookkeepers? Almost 300 thought so … | AVAAZ.org 47:00 – Can California fix what ails it? We appreciate you!

Bookkeeping 40

Bookkeeping CPA AR Payroll 40

Accounting Tools

JUNE 20, 2023

A practice continuation agreement (PCA) allows another firm or trusted staff person to take over an accounting practice for a period of time, depending on certain triggering events, such as the illness or permanent disability of the CPA. Related Courses CPA Firm Mergers and Acquisitions

CPA 40

CPA Collections Billing Accounting 40

Future Firm

JULY 21, 2022

Engagement letters for your accounting or CPA firm is a legal document agreement sent to your clients that describes the overall business relationship with your client, clearly defining: Services included and how they’ll play out. Payment terms: A simple statement of when you collect (e.g. Sample sections and template letters.

Accounting 98

Accounting Accounting Accruals Bookkeeping 98

Cloud Accounting Podcast

NOVEMBER 30, 2022

Go here to create your classified ad: [link] Full Transcript Available Upon Request - info@cloudaccountingpodcast.com Shana Veale, CPA, VP/CFO of PharmChem, Inc., Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews!

CPA 52

CPA Collections Accounting Accounting 52

Future Firm

SEPTEMBER 1, 2023

Also, opt to request credit card payment information from your client upfront to automate collections. And when you send invoices they will push through to your small business accounting software as well and collect credit card payments. Have all your invoices sync with your accounting software solution following acceptance.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

MARCH 31, 2021

Trillion in Unpaid Taxes [link] 31:20 - Richest 1% hide a fifth of their income from the IRS [link] 31:27 - IRS failed to collect $2.4B Trillion in Unpaid Taxes [link] 31:20 - Richest 1% hide a fifth of their income from the IRS [link] 31:27 - IRS failed to collect $2.4B Thank you, Adam CPA! We appreciate you!

XERO 40

XERO CPA Collections Auditing 40

Accounting Tools

JUNE 8, 2024

The bookkeeper may also work with an outside CPA, who advises on the proper accounting procedures, and who may review the bookkeeper’s financial statements. The bookkeeper position is intended to be a freestanding position where there is no more senior person in the accounting department, so reporting to the owner makes the most sense.

Bookkeeping 40

Bookkeeping Petty cash Financial Statements Deposits 40

Cloud Accounting Podcast

JULY 1, 2019

| Firm of the Future 12:21 - The recruiting site for QuickBooks Live bookkeepers is now live 16:24 - Enterprise-Technology Companies Trigger Investor Zeal | WSJ 19:41 - Facebook’s Libra is live: What CPAs should consider about the new cryptocurrency | Accounting Today 25:49 - SURVEY: Nearly Half of Firms Use Videoconferencing | CPA Trendlines 28:08 (..)

CPA 40

CPA QuickBooks XERO Bookkeeping 40

CapActix

APRIL 30, 2023

Also read Best Cost Reduction Practices to Maximize Profit for CPA & Accounting Firms 10. Online Payments via QuickBooks Online payments via QuickBooks are a convenient and secure way for businesses to collect payments from customers. This Quickbooks tip can save you time and help ensure accuracy in your bookkeeping.

QuickBooks 98

QuickBooks Reconciling Accounting Software Invoicing 98

Accounting Tools

AUGUST 2, 2024

A CPA does this by comparing changes in account balances over time, as well as by comparing related accounts. If the proportional change in receivables is greater than the increase in sales, this could be caused by several issues, such as a reduced collections effort or extending credit to lower-quality customers.

Auditing 40

Auditing Financial Statements CPA Accounts Receivable 40

Accounting Tools

JULY 27, 2023

Related Courses Credit and Collection Guidebook Bookkeeping Guidebook Budgeting CFO Guidebook Cost Accounting Fundamentals New Controller Guidebook Payables Management Payroll Management Project Accounting Someone wanting to enter the accounting field can choose to train for a number of possible positions.

General Ledger 40

General Ledger Accounting Accounting Financial Statements 40