CapActix

OCTOBER 10, 2023

Investing in the best accounting software for CPAs and accounting firms designed to facilitate the operations of accounting business is a prudent decision. Unlike generic accounting solutions available in the market, this software is meticulously crafted to cater specifically to CPA firms and accountants.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Cloud Accounting Podcast

APRIL 15, 2019

Here’s a keeper: “ Using Quicken for farm and ranch accounting ” 14:46 -- Xero's out with a new look for their invoicing feature , which now includes auto save and a nifty application of artificial intelligence for coding transactions 16:24 -- Canopy released their new mobile app. Take a look here.

QuickBooks 40

QuickBooks CPA XERO Tax 40

Cloud Accounting Podcast

MARCH 31, 2021

Billion Valuation [link] 35:11 - BQE Software secures growth investment for accounting suite [link] BQE Software Secures Significant Growth Investment from Serent Capital [link] 36:01 - Dallas Tech Startup, BaCo Tech, Receives US Patent for CPA Firm Transaction-Based Workflow [link] 37:12 – A review! Thank you, Adam CPA!

XERO 40

XERO CPA Collections Auditing 40

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. Xero Practice Manager. Let’s make this simple.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

Cloud Accounting Podcast

OCTOBER 18, 2019

CPA Practice Advisor 31:42 – Robinhood tightens their tights for another shot at banking | Bank Innovation 32:54 – Is Intuit overtaking Xero in the UK race? 20:02 – Short story long , Expensify has launched “the world’s smartest corporate card! | September 18th is now Bill.com Day in Houston! |

AR / AP 40

AR / AP XERO CPA Deposits 40

Future Firm

APRIL 10, 2022

Xero’s App Marketplace , for example, allows you to shop for hundreds of apps to connect to their accounting system to transfer data back and forth seamlessly to streamline your accounting functions: Today, this is a basic expectation when it comes to accounting automation. How do they invoice each?

Accounting 111

Accounting Accounting Bookkeeping XERO 111

Invoicera

DECEMBER 31, 2023

Improved Workflow Automation optimizes workflow by creating a seamless process for invoicing, expense tracking, and financial reporting tasks. Read More – Collaborative Accounting: Enhancing CPA-Client Work 1. Invoice Processing: From Chaos to Clarity Automation streamlines the invoice processing journey.

Data Entry 59

Data Entry Accounting Accounting Purchase Order 59

Outsourced Bookeeping

JANUARY 30, 2025

Every business size needs to track its financial transactions, invoices, and tax documents to maintain good financial health. Software Compatibility Most remote bookkeeping solutions use accounting software such as QuickBooks, Xero, FreshBooks, or Wave.

Virtual Bookkeeping 52

Virtual Bookkeeping Bookkeeping Services Bookkeeping Outsourced Bookkeeping 52

Jetpack Workflow

JUNE 1, 2023

Typical Accounting Services That Can Be Outsourced Here are some of the standard services CPA firms frequently outsource. Maxim Liberty Since 2005, Maxim Liberty has offered flexible and affordable outsourced bookkeeping services for CPA firms in Canada and the United States.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping AR / AP 52

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. Billing and invoicing: This feature is crucial for sending invoices and tracking payments. The invoicing features are not user-friendly for some users and invoices cannot be altered by date.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Cloud Accounting Podcast

APRIL 28, 2019

Sponsor Xero: [link] Show Notes 01:21 -- We got some more reviews! 06:31 -- Here’s a story about a CPA who has partnered with other professionals to act as the single point of contact for all his client’s financial needs. Leave us a review on iTunes and we’ll read it on the air. Leave us a review on iTunes and we’ll read it on the air.

QuickBooks 40

QuickBooks Bookkeeping XERO CPA 40

Nanonets

JUNE 29, 2023

It provides businesses with a centralized platform to capture, categorize, and monitor various types of expenses, such as travel expenses, employee reimbursements, vendor invoices, and more. Nanonets reads transaction information from any source, updates the invoice, and posts to your ERP.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

Jetpack Workflow

OCTOBER 25, 2023

First, your business needs bookkeeping software like QuickBooks Online or Xero to manage clients’ books. Consider other software options like an invoicing app to make client billing easier or a file-sharing app to collect and manage client documents and e-signatures.

Bookkeeping 59

Bookkeeping Bookkeeping Services XERO CPA 59

Future Firm

JULY 11, 2023

Managing Client Invoicing : Delegate client invoicing tasks to a staff accountant who will generate and deliver invoices on schedule. Advanced degrees and designations such as a Master’s in Accounting, CPA, or an MBA can give candidates an edge. Here are my recommendations of the things you need to look out for: 1.

Accounting 40

Accounting Accounting Financial Analysis Financial Records 40

Jetpack Workflow

DECEMBER 5, 2023

From navigating client acquisition strategies to building a qualified team you can depend on, the path to expanding your CPA firm can seem overwhelming. They can provide clients with the necessary insights to power business decisions, such as their current cash flow or whether they have pending invoices from vendors.

Accounting 52

Accounting Accounting Data Entry Invoicing 52

Cloud Accounting Podcast

AUGUST 3, 2020

Smansha integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. 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. It's a letter to the editor. What does that mean?

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Jetpack Workflow

DECEMBER 4, 2023

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. Hiring Challenges It’s no secret the accounting industry has struggled to hire new employees lately.

Accounting 59

Accounting Accounting Budgeting Accounting Software 59

Nanonets

JANUARY 17, 2024

Managing and storing digital receipts, invoices, and other expense-related documents can become overwhelming. Link your expense system with accounting software like QuickBooks or Xero for seamless data flow and error reduction. For online subscriptions, e-receipts or invoice copies are required.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

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. A lot of clients see us as an expense.

Accounting 40

Accounting Accounting Billing CPA 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. To learn more about Brex, head over to cloudaccountingpodcast.promo/brex.

Accounting 40

Accounting Accounting Payroll Billing 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 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

OCTOBER 25, 2023

CPA Trendlines [link] The 'proof of reserves' myth in crypto-accountancy [link] OpenAI gives ChatGPT access to the entire internet | VentureBeat [link] Need CPE? CPA Trendlines [link] The 'proof of reserves' myth in crypto-accountancy [link] OpenAI gives ChatGPT access to the entire internet | VentureBeat [link] Need CPE?

Billing 64

Billing CPA QuickBooks Auditing 64

Cloud Accounting Podcast

SEPTEMBER 22, 2020

plans, debuts ‘Xero on Air’ – Accounting Today 44:10 – A refreshed Xero plan to support small businesses during COVID-19 – Xero Blog 50:14 – TD Rolls Out Online Accounting In Bid For Small Biz Accounts – PYMNTS.com 52:53 – Chime is now worth $14.5 Many, many updates from Xero and QuickBooks, and Square, and TD, the bank.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

JULY 28, 2020

My biggest takeaway from the conversations was how you can 100 percent use BQE Core as your standalone accounting system or pair it up with either QuickBooks Online, or Xero. It'll be super-easy for you." David Leary: [00:38:22] Maybe it was a brand-new, empty Xero or QuickBooks file, right? I mean, Kurt's a CPA, right?

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

SEPTEMBER 1, 2020

CPA Trendlines 42:18 – Does the US tax code favor automation? Brookings 46:32 – Blake Oliver's Accounting Story – Yaeger CPA Review 47:56 – The Future of Business - How Finance is Becoming a Catalyst For Change (PDF) – NetSuite Get in Touch Thanks for listening and for the great reviews!

Payroll 40

Payroll Tax QuickBooks CPA 40

Cloud Accounting Podcast

JUNE 16, 2020

PayPie integrates with QuickBooks Online, and Xero to help put an end to cashflow problems. Just like we've been talking, Xero, Intuit, QuickBooks, they gotta become banks because the banks are heading towards the accounting package, as well. [00:05:57] Wave had a big announcement this week. It was up on Twitter.

QuickBooks 40

QuickBooks Bookkeeping XERO Payroll 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

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. Now, Xero, you can email a bill to Xero.

XERO 40

XERO QuickBooks Tax Billing 40

Cloud Accounting Podcast

OCTOBER 1, 2020

I did not because then I ended up taking that long arduous path to the CPA, but I'm curious to know if anyone out there is a certified public bookkeeper who's listening, and if you have any thoughts on that. Millions of Americans Don’t Think So. Keeping an eye on your clients' cashflow is now more important than ever.

Accounting 40

Accounting Accounting QuickBooks CPA 40

Cloud Accounting Podcast

AUGUST 17, 2020

Blake Oliver: [00:18:06] There's a payment service that's targeted towards CPA firms that I've seen that does this, where you can offer your customers the ability to pay in installments, and they'll take on the risk of this. Blake Oliver: [00:23:20] Xero has released a chart of accounts templates in Xero HQ. It's crazy.

Payroll 40

Payroll Tax Accounting Accounting 40