Jetpack Workflow

MAY 22, 2024

We’ve talked with hundreds of accounting professionals over the years and gained an inside look at how the top CPA firms organize their client work. Print paychecks or send direct deposits. Bonus : Jetpack Workflow offers a set of 32 accounting workflow templates you can download for free. Send payroll reports to the client.

Accounting 59

Accounting Accounting Payroll CPA 59

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. Download and listen now.

Accounting 40

Accounting Accounting Billing CPA 40

Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. To see the recorded time, however, you’d need to download a report. Online Payment Providers: Stripe and CPA. Get to know the top accounting practice management software and why it is essential for your business. QuickBooks Online.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

IMA's Count Me

DECEMBER 5, 2021

I can't deposit those at the bank. Dr. Sean Stein Smitha, CMA, CPA, CGMA, CFE, Assistant Professor at Lehman College, joins Count Me In for another episode relating to blockchain technology and cryptoassets. If I can't use those to go buy Apple stock, I can't put them into a ETF or an IRA directly.

Deposits 40

Deposits Accounting Accounting CPA 40

Cloud Accounting Podcast

MARCH 30, 2020

I send it to ADP to do the direct deposits, and when they shoot out those direct deposits, they're adding in that extra 1,200 bucks, or whatever the proper amount is that's from the government [crosstalk] the accounts. I download the app, and I can sign up for a bank account without having to go into a bank branch?

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

APRIL 27, 2020

After connecting your online marketplaces, AccountingSuite will download all your transactions for you to approve prior to entry into the accounting system. Yes, they sent out $155 billion, but there are still $36 billion that they haven't mailed yet or deposited that they're just sitting on. It's similar to working with bank feeds.

Accounting 40

Accounting Accounting Tax Deposits 40

Cloud Accounting Podcast

AUGUST 25, 2020

I got a deposit from the IRS in my bank account for $32.12, and I thought, oh, no, is this my stimulus payment? I didn't even know- it didn't feel like my refund was any more delayed or less than it has been in previous years, but that's the deposit everybody got. People's expectations are like, "You're just a CPA, they're a CPA.

Accounting 40

Accounting Accounting QuickBooks XERO 40