Intuit

AUGUST 30, 2023

There are many companies in the financial services industry, including small businesses, that are looking for skilled tax preparers, certified public accountants (CPAs), and other experienced employees. Bookkeepers must be detail-oriented and have a basic understanding of the accounting cycle and methods.

Bookkeeping 130

Bookkeeping Tax QuickBooks CPA 130

accountingfly

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Accounting 52

Accounting Accounting CPA Payroll 52

Nanonets

NOVEMBER 7, 2024

Companies like accounting firms, insurance providers, and healthcare organizations use us to handle their document-heavy workflows. Rossum Rossum for document processing | Source Rossum is an intelligent document processing platform that aims to speed up document processing.

Purchase Order 52

Purchase Order AP Accounts Payable Accounts Payable 52

accountingfly

NOVEMBER 14, 2024

ACCOUNTING AND ADVISORY CANDIDATE FTE Accounting and Advisory | Candidate ID #23535017 Certifications: QBO ProAdvisor, Xero Advisor, CPA Education: BS Accounting, MA Accounting in process Experience (years): 5+ years of overall accounting and finance experience Work experience (detail): Currently senior accountant with a CPA firm Implements cloud (..)

CPA 52

CPA Accounting Accounting XERO 52

accountingfly

AUGUST 29, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164759 Certifications: CPA in process Education: BA and MA Accounting Experience (years): 20 years business experience Work experience (detail): 6+ in public accounting Provides accounting services for multiple clients Payroll processing and tax filing Prepares Federal filings for SMBs, S-Corps (..)

CPA 52

CPA Accounting Accounting Payroll 52

accountingfly

AUGUST 1, 2024

ACCOUNTING CANDIDATES FTE Accounting Manager | Candidate ID #22056820 Certifications: QuickBooks ProAdvisor Education: BA and MS Accountancy Experience (years): 6+ years accounting experience Work experience (detail): 4+ in public accounting 2+ years managing an accounting team 14+ full cycle accounting clients New client set up creating processes (..)

CPA 52

CPA XERO Accounting Accounting 52

Nanonets

APRIL 3, 2024

Traditional bookkeepers are professionals responsible for recording financial transactions, maintaining ledgers, and preparing financial statements manually or using basic accounting software. These professionals play a crucial role in ensuring the accuracy and integrity of a company's financial records.

Virtual Bookkeeping 74

Virtual Bookkeeping Bookkeeping Data Entry Bookkeeping Services 74

Nanonets

OCTOBER 30, 2024

Particularly valuable for organizations in government, education, financial services, and healthcare that need robust compliance features and workflow automation capabilities. Pricing: Starting plan: $50/user/month (cloud) and $45/user/month (self-hosted) 4.

Data Entry 52

Data Entry Invoicing Invoice Processing QuickBooks 52

accountingfly

JULY 11, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #21978847 Certifications: CPA Education: BS Accounting, MS Accounting – Taxation Experience (years): 3+ years accounting experience Work experience (detail): 4 tax seasons in public accounting Completed financial analysis for clients Prepared 500+ returns during 2024 tax season SMBs, Sole (..)

CPA 52

CPA Accounting Accounting Financial Statements 52

Jetpack Workflow

JANUARY 31, 2023

They are responsible for preparing financial statements, performing audits, preparing tax returns, and providing general accounting services to clients. Associates : These employees carry out the day-to-day work of the firm, such as preparing financial statements, managing client relationships, and conducting audits.

Accounting 52

Accounting Accounting Financial Statements Auditing 52

accountingfly

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

CPA 52

CPA Accounting Accounting QuickBooks 52

Jetpack Workflow

JUNE 1, 2023

Some of the main tasks outsourced teams can handle on your behalf include: Invoice management Expense reporting Check processing Order management Collections management Preparation of Financial Statements Outsourced accounting firms can help you prepare financial statements for your clients.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping AR / AP 52

Remote Quality Bookkeeping

MAY 8, 2023

However, most COAs will include the main components listed below, namely the balance sheet and income statements. Balance Sheet A balance sheet account is a financial statement that provides a detailed analysis of what the company owns and owes. It also reveals the amount invested in your company by the shareholders.

Accounting 52

Accounting Accounting Financial Statements Bookkeeping 52

accountingfly

MAY 23, 2024

FTE Senior Tax and Accounting | Candidate ID #20455103 Certifications: CPA in progress Education: BA, Accounting & Business Administration Experience (years): 4+ years in public accounting Work experience (highlight): Staff Accountant at a CPA firm Full client care including accounting, bookkeeping, tax and audit In 2024 completed 100+ returns, (..)

CPA 52

CPA Accounting Accounting QuickBooks 52

accountingfly

MAY 16, 2024

FTE Senior Accounting and Tax | Candidate ID #5311425 Certifications: CPA, QB ProAdvisor Education: BA Accounting, MS Accountancy Experience (years): 10+ years public accounting Work experience (detail): 2+ with national firm 10 years working with large C-Corp clients 5+ years with SMB and HNWIs tax prep and advisory 4 years with own practice with (..)

Accounting 52

Accounting Accounting CPA QuickBooks 52

AvidXchange

OCTOBER 15, 2022

To ensure that financial statements are accurate and timely, most companies utilize journal entries and detailed checklists for the various tasks that must be completed during the month-end or year-end period. Tracking down invoices from the previous month or year and closing them out can be a a lot to take on.

Microsoft Excel 52

Microsoft Excel AP Accruals Reconciling 52

Counto

JANUARY 2, 2024

Financial Services Licenses : Essential for companies in the finance and banking sector. Prepare Documents : Gather all necessary documents, which may include business details, financial statements, and safety measures. Retail Licenses : If you run a retail outlet, you may need licenses for specific activities (e.g.,

Financial Statements 52

Financial Statements Financial Services Accounting Accounting 52

Future Firm

SEPTEMBER 27, 2023

TOA Global can provide experts for financial statements, offering cost savings compared to onshore hires, though not the cheapest option on the list. Like Uber, they act a bit like a match-making service where they help you fill a talent gap on-demand using their available pool of talent.

Outsourced Bookkeeping 98

Outsourced Bookkeeping Bookkeeping QuickBooks Bookkeeping Services 98

accountingfly

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

CPA 52

CPA Accounting Accounting XERO 52

Invoicera

MAY 20, 2024

Accounting firms play a significant role in the financial market as they provide service for various entities, as well as guidance for various individuals. These firms provide overall financial services for the better financial health of their clients. No other accounting firm has this record.

Accounting 52

Accounting Accounting Auditing Tax 52

Nanonets

APRIL 24, 2023

A bank extract, on the other hand, is the set of pertinent data that is extracted not only from a bank statement but also from other financial documents, often using bank extraction software or financial statement spreading tools.

Bank Reconciliation 52

Bank Reconciliation Data Entry Customer Service Reconciling 52

Future Firm

SEPTEMBER 1, 2023

Financial Services App 3D bill payment with credit card and financial security for online shopping, online payment credit card with payment protection concept. Financial Services App 3D bill payment with credit card and financial security for online shopping, online payment credit card with payment protection concept.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Billing Platform

OCTOBER 16, 2023

Generally Accepted Accounting Principles (GAAP) Set by the Financial Accounting Standards Board (FASB), GAAP consists of a collection of commonly followed accounting rules and practices. The GAAP was designed to ensure a company’s financial statements are consistent, comparable, and complete.

Billing 52

Billing Collections Auditing Financial Statements 52

Nanonets

NOVEMBER 19, 2023

This could include transactions made using a credit card, through a financial service provider like PayPal, or via a healthcare insurance company for medical invoices. This could be when transactions are made using a financial service provider, via a healthcare insurance company for medical invoices, or through credit card payments.

Invoicing 52

Invoicing Account Receivables Accounts Receivable Accounts Receivable 52

Nanonets

JULY 21, 2023

The platform integrates data, applications, RPA tools, and AI services, providing end-to-end automation capabilities on a single platform. Industries spanning Financial Services, Travel, and Healthcare can benefit from SolveXia's AI-powered technology. Detailed audit trails contribute to risk reduction and compliance.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

IMA's Count Me

AUGUST 22, 2021

There's a various gap that may be different from them being a public company to a private company.

Financial Reporting 40

Financial Reporting Auditing Accounting Accounting 40

Atlassian

JANUARY 27, 2022

This quarter we satisfied a requirement for many of our regulated customers by achieving compliance for the financial services industry in EMEA. Recall that we report our financial statements in accordance with IFRS. When we talk to our largest customers, they tell us they’re excited to move to Cloud.

Tax 52

Tax Financial Statements Financial Services Budgeting 52

Cloud Accounting Podcast

MARCH 30, 2020

Under 30-minute set-up template - you've got a three-way financial statement forecast for the next 12 months. David Leary: [00:44:59] So, their application to become a bank was conditionally approved by the Federal Deposit Insurance Corp - FDIC - and they got also approved by the Utah Department of Financial Institutions.

Accounting 40

Accounting Accounting Payroll Billing 40

Nanonets

FEBRUARY 28, 2024

Specialized Scenarios in Financial Services : Given the complexity of financial data, reconciliation in this sector often requires additional functionalities to accommodate variables such as macro-economic factors, currency conversions, and tolerances for errors.

Reconciling 52

Reconciling Data Entry General Ledger Auditing 52

accountingfly

DECEMBER 19, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Accounting 52

Accounting Accounting CPA Financial Analysis 52

Cloud Accounting Podcast

AUGUST 17, 2020

The most basic audit technique in the book is send a letter to the bank, make sure that those accounts are real, and the amounts are accurate, as of the date of the financial statements. The company that moved the money around, Cache Financial Services, they're the ones that would deposit the money in your bank account.

Payroll 40

Payroll Tax Accounting Accounting 40