5 Minute Bookkeeping

DECEMBER 23, 2021

Are you new to virtual bookkeeping? Maybe you’re not even officially a new bookkeeper yet, but you’re seriously thinking about it. If you are starting your journey into the virtual bookkeeping field (or you’re considering it), in this article we’ll go over how to get started as a virtual bookkeeper in 7 steps.

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bookkeeping quickbooks Start-ups Legal 52

ThomsonReuters

JANUARY 28, 2022

Tax season is a critically busy time of the year for accountants, and we all know the stress that can come with such a high demand for services during that part of the year. But for some tax and accounting firms, the high volume of clients from January to April represents the majority of their business for the year. Bookkeeping.

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DMCL

MAY 30, 2024

In our search for a talented manager to join Marcus Brandt’s Private Enterprise team, we decided to sit down to discuss with him his practice, including valuable insights into his client service objectives, advice for new accountants interested in Private Enterprise, and his future practice expansion goals.

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bookkeeping course Real Estate tax return bookkeeping 52

CPA Practice

DECEMBER 10, 2023

It’s taking the focus solely off of shrinking the tax bill to create proactive conservations where the client begins to say, “Let me talk to my accountant first.” Equipping the client with data, and ensuring they understand the big picture, is what makes tax advisory sparkle.

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tax planning Tax tax preparation bookkeeping course 69

CPA Practice

AUGUST 31, 2023

Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.

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quickbooks bookkeeping course Tax CPA 59

Ronika Khanna CPA,CA

JULY 26, 2024

And we have to work much harder at establishing process, routines and accountability since we don’t have a boss breathing down our necks. In addition to all of this, solopreneurs often face specific accounting, tax, and finance challenges. These tools often come with tutorials and can automate many accounting processes.

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accounting and finance bookkeeping course Finance bookkeeping 73