Jetpack Workflow

DECEMBER 4, 2023

Download our 32 free accounting workflow templates & checklists to ramp up your firm’s productivity. 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.

Accounting 59

Accounting Accounting Budgeting Bank Reconciliation 59

IMA's Count Me

JULY 29, 2019

If you're enjoying these learnings and don't want to miss out on future episodes, please be sure to subscribe, download, rate, and review. Five times she was named to the 40 under 40 by the CPA practice advisor and she was recognized four times as one of the most powerful women in accounting by CPA practice advisor and AICPA.

CPA 40

CPA QuickBooks General Ledger Financial Statements 40

IMA's Count Me

JANUARY 12, 2020

Great example of that is you have Salesforce as your CRM and maybe you have QuickBooks as your backend financial. They have operational integrations, but to run a consolidated report or even see insights right next to each other, Salesforce and QuickBooks. We're a trout CPA company. Download to listen now!

QuickBooks 40

QuickBooks CPA Payroll Accounting 40

Future Firm

SEPTEMBER 1, 2023

1) QuickBooks Online A true juggernaut in the small business accounting software space, QuickBooks Online is widely known across firms and self-employed business owners alike as one of the best accounting software products. Datamolino integrates with Xero & QuickBooks Online, the biggest accounting and financial players.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Future Firm

MAY 17, 2022

If you’re curious to see my SEO blog formula for how you can use this method yourself, you can download my 15-Step Blogging Formula guide. If you want some more inspiration for your CPA firm, you can check out my 39-Must Listen Accounting Podcasts. Take Hector Garcia, CPA for instance. 2) Spin Up a Podcast. 3) Send Newsletters.

Accounting 98

Accounting Accounting CPA Bookkeeping 98

IMA's Count Me

AUGUST 9, 2020

So, the primary options are QuickBooks Desktop, and then the Simply Accounting or the Sage version. I find more technically minded tend to prefer the Simply Accounting and, the QuickBooks, if you're just getting started, QuickBooks tends to be simpler, easier to use. Andrew: (03:40) In my opinion, it's, it's largely preference.

Accounting Software 40

Accounting Software Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

JULY 20, 2020

Regulator Orders Big Four to Separate Audit Practices by 2024 – Wall Street Journal 32:27 – Debating the CPA License: Martin Zych + Blake Oliver + Brian Tankersley - CPA Review & More 33:40 – FASB Concepts Statement No. You'll be eventually directed to a page where you can download a giant CSV file that you can open in Excel.

Accounting 40

Accounting Accounting Auditing QuickBooks 40

Cloud Accounting Podcast

MARCH 30, 2020

Minute7 syncs with both QuickBooks Online, and QuickBooks Desktop for invoicing or reimbursement. The fact that these deadlines haven't been extended is one of the reasons why, in most states, CPA firms are designated as critical businesses and are still open. It all needs to get pushed past July 15.

Accounting 40

Accounting Accounting Payroll Billing 40

Cloud Accounting Podcast

AUGUST 25, 2020

Sponsors AccountingSuite: [link] LivePlan Bootcamp: [link] BQE CORE: [link] Show Notes 04:33 – One of this week's voicemail messages – Shana 06:40 - Increase your restaurant profits by tracking fiscal weeks in QuickBooks Online Advanced – Intuit QuickBooks 08:16 - Xero and TriNet provide full-service HR solutions to U.S.

Accounting 40

Accounting Accounting QuickBooks Tax 40

Cloud Accounting Podcast

JUNE 1, 2020

It has an easy-to-use dashboard, integrations with QuickBooks and Xero, and additional automated tools to serve the modern workforce. The three-percent off on the Apple credit, yeah. David Leary: [00:43:50] Then, you started to get in there, and you were disappointed because it didn't connect to Mint, or Quicken, or QuickBooks.

Tax 40

Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

AUGUST 3, 2020

David, what is QuickBooks Cash? David Leary: [00:00:24] QuickBooks Cash. You can just, in QuickBooks, sign up and get a bank account. Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. You can actually go and download the client and try it. Why is this such a big deal?

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 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. Automate this process and get client answers instantly with ClientHub's QuickBooks Online integration. AccountingSuite has an extension for multi-channel online sales.

Accounting 40

Accounting Accounting Tax Deposits 40

Cloud Accounting Podcast

JULY 14, 2020

So, I'm also cross-referencing this with the CPA Trendlines analysis that they did. CPA Trendlines says that 6,610 tax, accounting, payroll, and bookkeeping firms, so far, received millions in SBA-PPP money. There were the CPA firms, who were angling to force the banks to pay agent fees. Blake Oliver: [00:12:12] Yes.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

MAY 10, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. Andrea Carr, CPA; she was on an AICPA town hall on May 7 and heard on that, from the AICPA, that all the PPP loan applications will become public under the Freedom of Information Act, eventually. It's all the same.

QuickBooks 40

QuickBooks Payroll Tax Accounting 40

Cloud Accounting Podcast

APRIL 19, 2020

After connecting your online marketplaces, AccountingSuite will download all your transactions for you to approve prior to entry into the accounting system. David Leary: [00:45:14] A lot of Botkeeper's things was "No, bank feeds suck in QuickBooks and Xero. Then, PPP dropped, and our download numbers reflected in that.

Payroll 40

Payroll Bookkeeping QuickBooks Accounting 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

MAY 18, 2020

OnPay includes deep integrations to benefit providers, workers' comp plans, QuickBooks, and Xero. I spotted some data from CPA Trendlines, their research division. Blake Oliver: [00:45:36] According to that CPA Trendlines report, with the job loss, as I mentioned, there's also some good news. It can all be locked down.

Payroll 40

Payroll Billing Deposits Auditing 40

Cloud Accounting Podcast

MAY 3, 2020

He's a CPA. After connecting your online marketplaces, AccountingSuite will download all your transactions for you to approve prior to entry into the accounting system. David Leary: [00:04:09] We hit 200,000 downloads. It's just downloads. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. I don't know.

Payroll 40

Payroll Tax Auditing QuickBooks 40