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Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero. Implemented new accounting software (Xero) for increased efficiency and data accessibility. This will improve readability and allow you to highlight the specific software programs (QuickBooks, Xero, etc.)
FT Accounting (Permanent) | Candidate ID #20214164 Certifications: QBO ProAdvisor Education: BBA in Accounting Experience (years): 5+ years, all in multiple client environments Work experience (highlight): Staff Accountant at a CPA firm Managed 15-20 monthly clients and 40-50 contractor clients; responsible for full-cycle accounting,1099 process oversight/management, (..)
Salary: $50K – $75K Time zone: ET Sign up to learn more about this candidate FT Accounting (Permanent) | Candidate ID #20179209 Certifications: QuickBooks Online ProAdvisor (lapsed) Education: B.S.
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)
Blake and David dive into major industry news, including Ohio ending the 150-hour CPA rule, setting a potential precedent for other states. They also discuss the Blackston acquisition of Citrin Cooperman and explore the implications of private equity involvement in accounting firms.
billion error (11:30) - Blake and David talked to Linda about alternative CPA pathway (15:37) - Blog Post on NASBA website on CPA pipeline problem (19:11) - Are salaries the bigger issue? (21:24) Show Notes Texas Close to Allowing CPA Candidates to Test with 120 Credits [link] South Carolina's Top Accountant to Step Down After $3.5
TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)
This episode of the Cloud Accounting Podcast is sponsored by Xero. Did you miss the Xero Roadshow when it came to your city? You can still attend a Xero Roadshow Online ! You’ll learn how your practice can benefit from the full power of the Xero Platform and earn CPE credit. Register here.
QuickBooks Intuit’s QuickBooks Online is a leading cloud-based accounting software where users can record financial transactions, pay bills, send invoices, and track expenses. The software offers an exclusive platform for accounting firms called QuickBooks Online Accountant.
Businesses using accounting software like QuickBooks, Xero, or FreshBooks can easily pull these reports. Hiring a Professional Tax Preparer or CPA For businesses with complex tax situations, hiring a Certified Public Accountant (CPA) or professional tax preparer is a smart investment.
Sponsor Xero: [link] Show Notes 3:36 — AICPA to Oversee New Internet Domain for CPAs | AICPA 7:36 — Given the change in the profession, what's the value of the CPA license in 2019 and beyond? 8:42 — A listener asks if the CPA is worth it. Looks like H&R Block will be competing with QuickBooks Live?
Blake and David discuss issues relating to the accounting profession's talent pipeline, including a high school student's negative experience in her first accounting class and efforts by state CPA societies to reduce licensing barriers. 46:26) - LegalZoom launches LegalZoom Books (49:02) - How many Ohio CPAs have tried ChatGPT at all? (51:57)
Show Notes 01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!| AICPA 06:14 – With more specialization, CPAs will now be more useful to employers! CPA Practice Advisor 41:20 – A one-stop shop for all your payroll and HR needs?
FTE Senior Accountant | Candidate ID #19665998 Certifications: NA Education: BS Business Administration Accounting Experience (years): 20 years accounting experience Work experience (detail): 15 in public accounting working with SMBs and nonprofits Full outsourced accounting and financial reporting services 5 years industry at accounting manager, (..)
Majority of CAS practices support 3+ general ledgers; KPMG may have turned a blind eye to deforestation; Intuit to replace QuickBooks Desktop POS with Shopify; Startup accelerators from Intuit and AICPA Sponsors Tri-Merit - [link] LiveFlow - [link] Patriot - [link] Need CPE?
Sponsors Rippling: [link] DEXT: [link] Dark Horse: [link] Show Notes 5:29 – Blake talks about his visit to the Institute of Management Accountants in Texas, his interview with IMA President Jeff Thomson, and gives more detail on the upcoming Earmark CPA! Hit the show notes for the link to get more info.
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. 27:19 -- How many CPA firms permit flexible and remote work?
You already know about the standard suite of CPA tools available: QuickBooks, Xero, NetSuite, and others. This guide will help you discover the 10 essential software solutions and tools for CPA firms that countless firm owners use to integrate and enhance their workflows and help save valuable time.
ACCOUNTING CANDIDATES FTE/PTE Accounting | Candidate ID #22552637 Education: AA Accounting Experience (years): 25+ years of accounting experience Work experience (detail): Currently with a CPA firm Supervisor of bookkeeping team Manages client list, accounting, financials, advisory Onboarding clients and software conversions Client niches: Retail, (..)
ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164769 Certifications: EA in process Education: BS BA, MBA, MS Accountancy Experience (years): 5+ years accounting experience Work experience (detail): Senior Accountant/Controller at an accounting firm Writing and implementing client SOPs Client-facing financial reviews Leads 5 staff accountants (..)
Client software training, resolves client technical issues Manages 25+ clients Also experienced with tax support, client account audits, and general ledger cleanup Client niches: medical practices, contractors, service industry Tech Stack: QBO, QBD, Accounting CS, UltraTax and Fixed Assets Remote Work Experience: Y (limited) Salary: $65K – $75K (..)
These are just a few of our top remote accounting candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #15191471 Certifications: EA in progress Education: BA Accounting Experience (years): 7+ years tax and accounting experience in public accounting Work experience (detail): Leads a team of 5+ tax professionals Preparation and review of more complex tax returns Client account leadership (..)
FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)
TAX CANDIDATES FTE Tax Manager | Candidate ID # 21914340 Certifications: CPA Education: BS Accounting Experience (years): 10 years accounting and tax experience Work experience: 9+ years in public accounting 4+ years as Tax Manager Led a team of 7 Preparation and review of tax returns Tax planning and advisory services Client niches: SMBs, Healthcare, (..)
Important categories to evaluate when choosing a workflow management software for your CPA firm. Xero Practice Manager. QuickBooks Online Accountant. With accounting firms & tax professionals having hundreds and even thousands of tasks across the business, you’ll need more than Quickbooks Online or Xero.
These are just a few of our top remote accounting candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!
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. 11:44 -- Intuit appears to be marketing QuickBooks Live to clients of ProAdvisors.
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. QuickBooks Online.
FT Accounting (Permanent) | Candidate ID # 20167349 Certifications: N/A Experience (years): 8 total, all in public accounting Work experience (highlight): Senior Accountant at a large public accounting firm with focus on outsourced accounting services Prepares closing schedules, reviews reconciliations, and facilitates payroll for multiple clients (..)
You need the Father-Son Podcasting Microphone — SNL | YouTube 05:20 – Catch Blake’s first Jirav webinar - [Free CPE Webinar] Level Up Your Financial Outputs: How to Save Time, Add Value, and Delight Clients — CPA Academy | Jirav 06:33 – Another five-star review! Thank you! First, you need some people! You’re Broke! Let them know!
Heyward, the principal at Heyward CPA. Connect to all your clients’ QuickBooks accounts and import their financial reports from QuickBooks into Google Sheets in no time. In terms of James’ tech stack at Heyward CPA, he mentions utilizing Jetpack Workflow, HelpScout, and some others.
Sponsor Xero: [link] Show Notes 02:34 -- Blake crunches the numbers and figures that if Intuit meets its publicly stated goals, QuickBooks Live will likely be a $60 million per year accounting firm by 2020, putting it at 73 on Accounting Today’s Top 100 Accounting Firms list. Dan Wernikoff, the former GM of QuickBooks and TurboTax.)
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23625350 Certifications: EA in process Education: AS General Studies, BS Experience (years): 15+ overall experience Work experience (detail): 3+ in public accounting Prepares individual and SMB tax returns Processed payroll for 70+ clients Monthly accounting and financial preparation (..)
ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)
These are just a few of our top remote accounting candidates this week. Sign up now to receive the full list of top accounting candidates available weekly!
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