Future Firm

AUGUST 22, 2022

Important categories to evaluate when choosing a workflow management software for your CPA firm. Online Payment Providers: Stripe and CPA. Added features are: No more double entry of information since Canopy is integrated with Quickbooks Online (QBO) which syncs your client’s payments and deposits. QuickBooks Online.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Nanonets

JANUARY 17, 2024

Handling exchange rates, compliance with foreign regulations, and reconciling multicurrency transactions require specialized tools and expertise. Moreover, for businesses operating internationally, managing expenses in multiple currencies can be intricate.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Cloud Accounting Podcast

JULY 7, 2020

He's a CPA, PFS, and CGMA. There's a tweet from Logan Graf, CPA. Did you know you could be using Synder to automatically do this for you? So that's Reynaldo Arellano. Thank you, Reynaldo. David Leary: [00:06:34] Yeah, I mean, that's what we try to do, right? The largest group said, "Let's move it." He's @LoganGrafTax.

Tax 40

Tax Auditing Deposits Accounting 40

Cloud Accounting Podcast

APRIL 3, 2020

I am CEO and founder of Reconciled. Michael Ly, is the founder of Reconciled, a remote bookkeeping firm that is currently advising and helping hundreds of small business clients navigate both EIDL and PPP loans. Michael, for the folks who may not know who you are, listening in, where are you located, and what's your firm look like?

Payroll 40

Payroll Bookkeeping Billing Accounting 40

Cloud Accounting Podcast

JUNE 28, 2020

If you've ever tried to get your clients' Stripe, Square, or PayPal transactions into QuickBooks or Xero, you've probably pulled your hair out a few times trying to get income and fees recorded correctly so that the deposit amounts match the bank statement so you can reconcile. he's a CPA first.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

AUGUST 25, 2020

Again, what this feature does is something that has been happening in QuickBooks for 20 years, which is that you can import your bank data and then create transactions while you reconcile. I got a deposit from the IRS in my bank account for $32.12, and I thought, oh, no, is this my stimulus payment? That's all related, right?

Accounting 40

Accounting Accounting QuickBooks XERO 40

Cloud Accounting Podcast

JUNE 8, 2020

Jobs Report - NYTimes 32:10 - Accountants see pandemic over by year's end; recovery will take longer – Accounting Today 33:31 - How SMB Accounting and Finance Teams are Responding to COVID-19 – Intuitive Accountant 35:26 - Accounting group CPA victimized by cyberattack, some data on 329,000 people stolen - CBC News 37:06 - Exclusive: U.S.

Tax 40

Tax XERO Payroll QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

Going Concern Remove roadblocks to CAS practice growth – Journal of Accountancy 41:28 – Non-CPA “CPA” Firms? CPA Trendlines 42:18 – Does the US tax code favor automation? – CPA Trendlines 42:18 – Does the US tax code favor automation? We've also got Batch-Create Bank Deposits.

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

consumer fintech –– CNBC 54:47 – Klarna Valued At $10.65B After $650M Fundraise – PYMNTS.com 56:03 – Wolters Kluwer Acquires XCM – CPA Practice Advisor 57:30 – KKR to sell Epicor Software in $4.7 It's starting to get tough, which doesn't reconcile with the whole. billion, surging past Robinhood as the most valuable U.S.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

APRIL 19, 2020

mean, obviously, we're talking to accountants and bookkeepers, and this is what drove our initial skepticism about the numbers coming out on day one is we couldn't reconcile them with what we were hearing from accountants and bookkeepers. So, if you're one of the people that have used TurboTax, you probably don't have the deposit yet.

Payroll 40

Payroll Bookkeeping Accounting Accounting 40