Intuit

SEPTEMBER 18, 2024

Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)

Tax 130

Tax Customer Service CPA Auditing 130

Intuit

SEPTEMBER 18, 2024

Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)

Tax 130

Tax Customer Service CPA Auditing 130

Analytix Finance & Accounting

JULY 18, 2023

CPA firms play a critical role in today’s complex financial landscape. They provide essential services ranging from audits and tax preparation to consulting and advisory services. However, operating a successful CPA firm comes with its fair share of challenges.

CPA 52

CPA Customer Service Tax Bookkeeping Services 52

Outsourced Bookeeping

MARCH 23, 2023

CPA firms are essential providers of professional accounting services to governments, businesses, and individuals. They provide services such as financial reporting, taxation, auditing, and advisory services. Despite their significance, CPA firms face challenges in their day-to-day operations.

CPA 59

CPA Outsourced Bookkeeping Bookkeeping Services Bookkeeping 59

Intuit

AUGUST 30, 2023

Some companies will complete training each year before the tax season starts, but it’s always helpful to have some basic math skills, communication skills for customer service, and experience with tax software. In addition, you may increase your chances of being hired if you’re certified as a CPA.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

Outsourced Bookeeping

MARCH 23, 2023

CPA firms are essential providers of professional accounting services to governments, businesses, and individuals. They provide services such as financial reporting, taxation, auditing, and advisory services. Despite their significance, CPA firms face challenges in their day-to-day operations.

CPA 52

CPA Outsourced Bookkeeping Bookkeeping Services Bookkeeping 52

Intuit

SEPTEMBER 18, 2024

Tax Associate (Remote/Seasonal) Minimum 2 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required Must be willing and available to work a minimum of 20 hours per week Excellent customer service skills are a must, and there is an expectation to interact with customers through video and audio tools in a professional, (..)

Tax 100

Tax Customer Service CPA Financial Analysis 100

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

Intuit

JANUARY 19, 2024

The following skills are helpful if you want to become a tax preparer: Knowledge of tax laws and regulations Experience with common tax preparation software Understanding of the return submission process Strong customer service skills Organizational skills and attention to detail Intuit also offers flexible work schedules.

QuickBooks 130

QuickBooks Bookkeeping Tax Computation 130

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 51

CPA Billing Customer Service Collections 51

Intuit

NOVEMBER 20, 2023

hr If you’re a CPA (Certified Public Accountant) or an EA (Enrolled Associate) you may be eligible for a high-paying career as a Tax Expert. At Intuit, we give our tax experts access to comprehensive resources to help them serve clients with tact and top-notch customer service. You can make up to $36.30

Tax 130

Tax Accounting Accounting QuickBooks 130

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. 00:11:07] Customer service-oriented superstars. [00:17:30] 00:26:22] Tax prep can be fun.

CPA 52

CPA Billing Customer Service Tax 52

CapActix

MARCH 23, 2023

Excellent Customer Service The new technologies help companies automate repetitive tasks that bring efficiency to routine work. Cloud-Based Accounting Accounting & CPA firms earn higher year-after-year revenue and acquire 5X more customers with cloud-based accounting. Further, it is easier to mitigate risks.

Accounting 98

Accounting Accounting CPA Accounting Software 98

Intuit

JUNE 23, 2023

Requirements for becoming a QuickBooks Live bookkeeper include: At least three years of recent paid experience as a bookkeeper OR the completion of the Intuit Academy Bookkeeping exam Have a QuickBooks Online ProAdvisor certification At least 1 year of experience with the QuickBooks Online software (those with desktop don’t qualify) Proficiency in (..)

Bookkeeping 130

Bookkeeping Certified Bookkeeper QuickBooks Financial Statements 130

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

CapActix

SEPTEMBER 21, 2023

The business of CPAs is blossoming in the USA, the UK, and several other parts of the world due to increasing statutory requirements, the emphasis on data-driven business decision-making, better resource management, and other aspects. Even CPAs have started outsourcing accounting jobs to offshore companies to augment their ROI model.

CPA 59

CPA Accounting Accounting Outsourced Bookkeeping 59

Jetpack Workflow

MAY 18, 2023

Podcast Summary Today we welcome back a well thought and experienced guest, Shauna Wekherlien, CPA and founder of Tax Goddess Business Services. Check out Shauna and her team: Tax Planning on Steroids Tax Goddess Human Resources Shauna Wekherlien, CPA – The Tax Goddess Shauna is a returning guest on our show.

Accounting 52

Accounting Accounting CPA Tax 52

Cloud Accounting Podcast

JANUARY 7, 2019

Show Notes 2019 Hiring and Compensation Trends for Accounting Firms — CPA Practice Advisor — Check out these six trends hiring managers in public accounting need to know, as identified by research for the 2019 Robert Half Salary Guide for Accounting and Finance Professionals.

Computation 40

Computation QuickBooks Customer Service Deposits 40

Cloud Accounting Podcast

AUGUST 30, 2019

Future Firm 37:19 If you’re not into more software, Blake, David, and Meghan share some other strategies for tackling customer service 39:00 – Bookkeepers, who’s really your client ? All this, some great reviews from our listeners, and more!

Bookkeeping 40

Bookkeeping CPA XERO QuickBooks 40

Future Firm

MAY 11, 2022

Question 5: Could you tell me about a time when you had to deal with a difficult customer? This question helps you assess the candidate’s customer service skills. Those who currently have a CPA license will stand out from the crowd since they possess actual recognized financial literacy skills.

Accounting 98

Accounting Accounting Accounting Software Financial Statements 98

Less Accounting

MARCH 16, 2023

LessAccounting Bookkeeping LessAccounting bookkeeping services were created to specifically help small (really small) businesses take control of their finances. This includes access to a CPA for all your accounting and tax questions. Package pricing for bookkeeping support starts at just $150/month.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping Bookkeeping Services Outsourced Bookkeeping 52

Future Firm

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. There’s a reason why I stopped most other marketing activities to focus on blogging as a primary strategy to find new clients after my first year of starting a cpa firm. Bookkeeper360 does this well here: About page.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

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. Great customer service; Swift responses via phone or chat. Quite difficult to customize on your own. Professional customization services can be expensive. 14-day free trial.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Nanonets

JUNE 29, 2023

It’s a single app for various features such as receipt scanning, automatic expense categorization, policy enforcement, approval workflows, and seamless integration with popular accounting systems. SAP Concur SAP Concur is a holistic expense management solution that automates spending process so that businesses can run efficiently.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

AvidXchange

FEBRUARY 1, 2022

And it gave the best customer service in the industry. To move up in this field, you’ll need to pass the rigorous certified public accountant (CPA) exam. The airline launched a straightforward, highly disciplined strategy. There were no deviations nor compromises. The airline stuck to this strategy with incredible discipline.

AP 52

AP Corporate Finance Accounts Payable Accounts Payable 52

IMA's Count Me

APRIL 19, 2020

So I think it's going to have a huge positive impact because it's going to essentially give us back our time to then to provide those better services to our clients and start being that advisor, you know, that investment for our clients to sort of be in what you don't have. You know, they're our clients. A lot of clients see us as an expense.

Accounting 40

Accounting Accounting Billing CPA 40

Accounting Tools

JUNE 19, 2023

Related Courses Business Combinations and Consolidations CPA Firm Mergers and Acquisitions Divestitures and Spin-Offs Mergers and Acquisitions What is an Acquisition Due Diligence Checklist? Estimating Does the company have an estimating department that derives prices for customized services or products?

Financial Statements 73

Financial Statements Auditing Tax Accounts Payable 73

IMA's Count Me

JUNE 20, 2021

In addition, people don't always think of accountants as customer service professionals, but in some way we are. Our business partners are our customers. They're on the receiving end of our hopefully quality work and we have an obligation to not only support them, but work well with them.

Accounting 40

Accounting Accounting Cost Accounting Accounts Payable 40

IMA's Count Me

OCTOBER 6, 2019

Well, maybe an employee does something that, is something that improves customer service and perhaps there's a customer focused values that's very important to the organization. CMA, CPA, is Dean of the Manning School of Business at the University of Massachusetts Lowell. You know, when is it working?

Management Accounting 40

Management Accounting Accounting Accounting CPA 40

Nanonets

JANUARY 17, 2024

It’s a single app for various features such as receipt scanning, automatic expense categorization, policy enforcement, approval workflows, and seamless integration with popular accounting systems.  SAP Concur SAP Concur is a holistic expense management solution that automates spending process so that businesses can run efficiently.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

IMA's Count Me

SEPTEMBER 4, 2019

You can be a CPA, CMA, any, any of of the alphabet soup, right? Whether it's a CPA audience, CMA audience, corporate finance audience, probably the, the top issue or concern I that I hear quite a bit is, is all, all of these automation tools going to make me get out of a job, right? Dr. Stein Smith : (11:34) Excellent question.

Accounting 40

Accounting Accounting CPA Corporate Finance 40

Future Firm

SEPTEMBER 1, 2023

Wagepoint is an easy-to-use payroll platform with great customer service. 110) Simple Salon I’m a sucker for a cpa firms that niches well. Payment Evolution not only handles payroll for your business but can also help streamline business payments and lets you shop for health & dental benefits as well.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Future Firm

APRIL 10, 2022

This was one of the top things I tested for when I hired accountants to the team for a few reasons: a) Good communication is one of the core competencies of the future accountant and the cornerstone of good customer service, critical for advising clients through advisory services.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

Cloud Accounting Podcast

JUNE 28, 2020

Clearly, some of their clients decided that they didn't need the service, but it's not like bookkeeping is unprofitable. So, in February, they laid off 40 of their customer-service people. he's a CPA first. That's what they were pivoting to in February.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

FEBRUARY 29, 2024

They also examine how AI-powered help desks and customer service are improving efficiency by 10-20%, and look at some alternatives to the pesky 150-hour rule. They also examine how AI-powered help desks and customer service are improving efficiency by 10-20%, and look at some alternatives to the pesky 150-hour rule.

Customer Service 51

Customer Service Collections CPA Auditing 51

Cloud Accounting Podcast

APRIL 27, 2020

It kind of is like, "Hey, we know we have not given good customer service, but now we're gonna start. We've improved it, so now, we're giving you more customer service. I think this really rubbed a lot of people the wrong way during this time- David Leary: [00:50:21] I think I saw somebody tweet about it.

Accounting 40

Accounting Accounting Tax Deposits 40

Cloud Accounting Podcast

JULY 28, 2020

Hopefully, in our next episode, we'll have an actual bill or a proposal to talk about. [00:14:10] Something related - state CPA societies, and the AICPA are calling for federal relief for state and local governments amid the coronavirus. They put all of the customer service team under cost of goods sold. The opposite, yeah.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40