CPA Practice

AUGUST 28, 2024

Our unique 4-way sync technology – an industry first – revolutionizes invoice management by automatically synchronizing transactional data across QuickBooks Online, Xero, FreshBooks, and Zoho Books. QuickBooks ProAdvisor Patrice Diana’s experience highlights the significant impact of MakersHub on efficiency and productivity.

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Ryan Lazanis

APRIL 4, 2022

While you have a ton of different excellent cloud accounting software apps to choose from , in Chapter 5, I provide specific technology recommendations for two cloud accounting apps that you should start with. Include these bookkeeping apps in your productized accounting and bookkeeping services. QuickBooks Online.

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ThomsonReuters

AUGUST 3, 2021

“As an accountant, if we are going to try to automate, we are going to need data and open APIs.” . Ford Baker: In 2012, I had a client that needed to consolidate 43 QuickBooks files. The client did not have an accountant on staff, however they had programmers, so the client gave me a programmer to help consolidate the files.

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Snyder

NOVEMBER 17, 2022

No one can be an expert in all those areas, that’s why finding a helpful blog for accountants is such a great idea. We’ve compiled some great examples of accounting blogs to help you stay up to date on breaking news, the latest accounting software, cloud accounting, taxes, finance trends and so much more.

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CPA Practice

MAY 30, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, review Anchor , a system that automates the entire process of getting paid by clients, end-to-end. It enables firms to send proposals, and has functions to auto-invoice, auto-charge, and auto-sync them all with your accounting software. And I’ve still got to review them all.

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Ryan Lazanis

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. 8 Main Features Your Accounting CRM Needs. Specializing in QuickBooks, you can automate your CRM processes and improve customer experience using this software for small businesses.

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CPA Practice

JULY 6, 2023

And I’ve done major models in most years, like my accounting software pyramid, or the five component model of computing, or the one that you and I spent so much time on the emerging technology model, and so forth. That’s, that’s a tool that all that all of us loved at one point. Randy Johnston 13:12 Yeah, I understand that.

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Anders CPA

JANUARY 8, 2024

But at a certain point, they’ll grow to a size where they can’t get any further on their own — or they realize that they need more than just the latest version of some law firm accounting software. Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO.

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Anders CPA

JANUARY 8, 2024

But at a certain point, they’ll grow to a size where they can’t get any further on their own — or they realize that they need more than just the latest version of some law firm accounting software. Small to mid-sized firms and firms in a major growth stage are best suited to working with a Virtual CFO.

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CPA Practice

SEPTEMBER 19, 2024

What it actually does, though, is it will also sync with your accounting software, so QuickBooks Online, zero Fresh Books and Zoho books. We like the product, and notice that the key entry level systems with FreshBooks, Zoho books, Xero and QuickBooks are all covered here.

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CPA Practice

OCTOBER 6, 2023

You know, I just look at a system like TPS that’s integrated QuickBooks Online and Power BI and several other systems. Now in the accounting software world. We talked about tier one products like SAP and Oracle versus the low end products like Xero and QuickBooks. Online Zoho books and accounting software.

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Ryan Lazanis

SEPTEMBER 1, 2023

If you want to see the best cloud accounting software apps all in one place, then you’ll LOVE this ultimate list. In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation.

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CPA Practice

MARCH 8, 2024

Today, we want to speak a little bit about the QuickBooks Desktop discontinuation announcements, those first started surfacing in the November timeframe along with the changes to the pro advisor program. Because even if you take something like QuickBooks Online and add tools that can make it more feature complete, there’s a lot to be done.

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CPA Practice

DECEMBER 29, 2023

I think one of the major shots over the bow that happened here in late 2023, is the impending cancellation of new sales of QuickBooks Desktop. But if you take that into a QuickBooks Desktop discontinuance even with the sun setting, it means all of the Intuit QuickBooks Desktop products except enterprise would be gone by 2027.

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CPA Practice

SEPTEMBER 12, 2023

Now, I spoke with a CPA firm the week before we recorded this podcast, actually two who had both looked at audit site and concluded that the platform could make their audit workpapers As much as anywhere from 30 to 80%. But it’s all inside the platform. Randy Johnston 08:35 Yeah.

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Ryan Lazanis

SEPTEMBER 27, 2023

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. In this article, I’ll run through some of the more modern options that might make the most sense for your firm at the moment.

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CPA Practice

JULY 3, 2024

And I think the group consensus really did land that for CPA firms right now the safest landing zone is copilot 365, because of the indemnity and integration with the applications in use. So the QuickBooks Online will go up again, in the latter part of 2024. Randy Johnston 11:27 Yeah, and the presenter there.

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Ryan Lazanis

APRIL 10, 2022

As artificial intelligence and machine learning evolves in accounting, it is becoming more and more able to predict the future. And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position.

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