Future Firm

SEPTEMBER 1, 2023

2) Xero Xero was born in the cloud and arguably created the first popular web-based accounting software for small businesses. Its wide range of accounting features makes Xero a real winner for small businesses and accountants, in fact, I built my entire firm on. You probably can’t go wrong with the best-known web-based option.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

IMA's Count Me

AUGUST 9, 2020

And then the last one, the one that I've been keeping my eye on a lot is XERO. XERO didn't have that liability. The biggest benefit with XERO isit works great with the foreign exchange transactions, which can be tougher in both, you know, QuickBooks online and Sage. Download and listen now!

Accounting Software 40

Accounting Software Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

MARCH 30, 2020

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. There's a tweet from Meghan Valero, and she said that somebody, a Boston-area CPA, does not want to let his clients email tax documents, even if they're password-protected.

Accounting 40

Accounting Accounting Payroll Billing 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

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 XERO 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. There's no bank-feed integrations yet. Blake Oliver: [00:44:29] Eh! David Leary: [00:44:29] But you can manually download the two file types. Justworks is simple and fast.

Tax 40

Tax Billing QuickBooks Payroll 40

Cloud Accounting Podcast

AUGUST 3, 2020

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. I'm gonna read the letter, itself - Accounting firms should repay PPP loans - "As a practicing CPA I was glad to see July 15 finally arrive and signal the end of a long busy season.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 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. Blake Oliver: [00:14:12] Who was it?

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 Accounting 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

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 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. [crosstalk] David Leary: [00:01:25] He captured the whole history of everything.

Payroll 40

Payroll Tax Auditing QuickBooks 40