CPA Practice

SEPTEMBER 27, 2023

Managing cash flow is one of several key areas in which the accounting and bookkeeping community can work with their clients to improve their businesses. Duncan, CPA, president of SMD Consulting & Accounting, LLC , and a panelist at Ensuring Success 2022 on the tax advisory services topic. This could be a complete game changer.

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CPA Practice

NOVEMBER 20, 2024

Intuit, the financial technology platform that makes Intuit TurboTax , Credit Karma , QuickBooks , and Mailchimp , has launched Intuit Assist for QuickBooks, a generative AI (GenAI)-powered financial assistant that transforms how businesses run and grow their business. Available to QuickBooks Online customers in the U.S.,

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Snyder

NOVEMBER 1, 2022

Accounting software is the primary operational tool for bookkeepers and accountants. What kind of bookkeeping do your clients usually require? Developers are working hard to make the life of accountants and bookkeepers easier. Best Accounting Software for Bookkeepers. For bookkeeping, this creates a transaction maze.

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CPA Practice

APRIL 15, 2024

NLP-driven automated bookkeeping, invoice processing, and expense management solutions have reformed mundane accounting tasks, minimized errors, and increased productivity. NLP integrates data analytics tools, identifies patterns, and performs predictive analysis, enabling CPAs to offer expert financial advice to their clients.

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CPA Practice

FEBRUARY 27, 2024

Welcome to QuickBooks Solopreneur. In fact, if you have any sole proprietors who file Schedule Cs, QuickBooks Solopreneur is right sized to support their business. According to the Intuit QuickBooks Entrepreneurship in 2024 Report , as more people take the leap to work for themselves, solopreneurs are increasing in numbers.

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Going Concern

OCTOBER 3, 2024

Sign up now to view the complete candidate list and connect with potential hires.

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Snyder

OCTOBER 12, 2022

Bookkeeper vs accountant. Average base bookkeeper salary. Factors contributing to the average bookkeeper salary. It might seem true at first glance, as accounting applications and software help to perform routine tasks and decrease the load that bookkeepers have in their jobs. Accounting solutions. Accounting software.

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Going Concern

AUGUST 31, 2023

Education: BBA in accounting Candidate ID # 18756621 Proven client-facing team leader provides full cycle accounting, bookkeeping & more to a wide range of client industries! Tech Stack: QBO, QBD, UltraTax, etc.

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Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? Great news, because this step-by-step guide will cover the critical 7 steps you’ll need to follow to set up a modern bookkeeping practice and to land your first clients. Marketing your bookkeeping services to find new clients. Table of Contents.

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Nancy McClelland, LLC

NOVEMBER 8, 2023

While I can’t say this is likely to happen exactly like this at the upcoming QuickBooks Connect conference in Las Vegas, I also wouldn’t be that surprised if it did. For today’s blog post, I’m going to be that conference buddy, and share with you my Expert Tips for Attending QuickBooks Connect 2023. Remember to bring your ID.

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SkagitCountyTaxServices

AUGUST 29, 2024

And then I’ll get on to a bookkeeping matter I hope every Skagit County business owner understands.) owner=19530343 And now, a little business owner story time… When Amanda started her business, she took care of the bookkeeping herself. But then things got more complicated and she got more busy so she hired a part-time bookkeeper.

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Going Concern

SEPTEMBER 19, 2024

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 (..)

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CPA Practice

OCTOBER 17, 2024

The irritation factor for some tax professionals and CPAs who provide tax preparation services is that Intuit, the maker of TurboTax and several other consumer business programs, also produces a range of tax preparation systems made for professionals who service those same clients. Intuit’s decision to halt the ad is a positive step.

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CPA Practice

APRIL 19, 2023

Here are a few lessons from the report on what NOT to do when bookkeeping. In the report, Ray writes that 56 entities within FTX did not produce financial statements of any kind, while 35 entities used QuickBooks. In a recently released report by the once-lauded cryptocurrency exchange’s debtors, newly installed FTX CEO John J.

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CPA Practice

MAY 8, 2024

Traditionally, a CPA took the crucial responsibility of performing tasks like tax compliance, audit, and bookkeeping. However, in current times, the demand for CPAs do be more strategic in their roles is increasingly important to client needs and for their own competitive needs.

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CPA Practice

JUNE 18, 2024

Bookkeep, a revenue accounting and sales tax automation platform for unified commerce, has announced plans to open a new office in Victoria, British Columbia, Canada led by Vice President of Marketing and Communications Alison Ball. Bookkeep will hire local talent for several new roles in the coming year. “One

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CPA Practice

MARCH 29, 2023

When you’re meeting with your clients and prospects, how do you instinctively know which version of QuickBooks Online is right for them? There’s QuickBooks Online … and then there’s QuickBooks Online Advanced. Spreadsheet Sync can be used to group QuickBooks data from multiple companies.

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CPA Practice

APRIL 12, 2024

QuickBooks automation tool RightTool is the champion of the 2024 Accountant Bracket Challenge, presented by Accounting High, as the 3 seed defeated 1 seed CPA Jason Staats, host of the Jason Daily podcast, by a score of 355 votes to 110 votes in the final. “To

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CPA Practice

OCTOBER 29, 2024

Intuit Connect (formerly known as QuickBooks Connect) is the company’s signature event for accounting professionals, taking place this week at the Aria Resort and Casino in Las Vegas. Intuit Inc. Learn more about Intuit’s newest product innovation here. salary and hourly).

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CPA Practice

FEBRUARY 13, 2023

Client Hub announced the launch of Recategorize, a completely free tier of Client Hub for accounting and bookkeeping firms. With Recategorize, accountants can now get all their QuickBooks transaction questions resolved from their clients quickly and easily – and the subscription for this is totally free.

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SkagitCountyTaxServices

JULY 11, 2024

Last month it was from QuickBooks. And since I’ve fielded a few questions about this, including if there are QuickBooks alternatives that I’d recommend, I’ll share my response with you as well. And no, this is not a QuickBooks sales pitch. There are free options too, and not all of my business clients use QuickBooks.

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CPA Practice

MAY 15, 2024

CPA Practice Advisor ‘s Readers’ Choice Awards , now in their 20th year, give our readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses. This is another area where only about half of firms report using such a system.

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CPA Practice

JANUARY 18, 2024

New Year: New Goals -> Hire a Bookkeeper! QuickBooks a Mess? Update email signatures with tax filing deadlines for everyone in your firm; link to services, industry and contact us pages; link to social media profiles; add certificate icons like QuickBooks, Xero, etc.; share a funny meme and a link to your services page) f.

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Nancy McClelland, LLC

NOVEMBER 27, 2024

I’m still a little confused as to how it became a thing for accounting and bookkeeping services to advertise Black Friday or Cyber Monday specials… does that feel weird to anyone else? One of my favorite conferences, and the only “must go” for bookkeepers, imo. Regardless, there are some really good ones out there.

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CPA Practice

APRIL 17, 2023

Unfortunately, there’s also a “critical talent shortage,” says Tom Hood, CPA, a vice president with the AICPA. ( [link] ). While the economy and supply chains may still have some hiccups related to the end of the pandemic, one thing is clear: The demand for the services of accounting, finance and tax professionals is growing strong.

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CPA Practice

APRIL 29, 2024

As an Intuit product, it seamlessly integrates with QuickBooks Online Accountant— the go-to software when working with a business owner’s books. This is just the natural flow of data,” said ASE Group Founder Al-Nesha Jones, CPA, MBA, MOM , whose practice has used Intuit products since she opened her firm. “We

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Summit CPA

MARCH 14, 2024

Modern CPA firms have moved beyond the repetitive bookkeeping that characterized their work in the past. Programs like QuickBooks and Intuit have made it possible for non-accountants to do basic bookkeeping.

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inDinero Tax Tips

JANUARY 13, 2025

The Hidden Costs of Automated Bookkeeping Discover why AI-powered solutions could be costing your business $$$ Download Here Prepare for Success With Good Fundamentals Unless your business has virtually no expenses, manually tracking with a spreadsheet is a poor idea. The first step is to choose your general accounting and bookkeeping tool.

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5 Minute Bookkeeping

MARCH 31, 2022

Today, I’m sharing my scariest QuickBooks cleanup horror stories. I’ve put together my most chilling QuickBooks cleanup tales for you. The Tale of the Multiple QuickBooks Personalities. This story begins with a client who came to me using QuickBooks Desktop. This was a few years ago when I worked on QuickBooks Desktop.

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Going Concern

SEPTEMBER 5, 2024

Sign up now to see the complete candidate list and connect with potential hires.

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xendoo

AUGUST 16, 2021

As more small businesses crop up throughout the country, many business owners are starting to realize that a significant task in managing a company, big or small, is bookkeeping. . From choosing an accounting method to managing transactions to setting up payroll, bookkeeping can be an extremely confusing and time-consuming process!

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Shay CPA

APRIL 3, 2024

Giving your bookkeeping a spring clean could be the key that unlocks success in your next rounds of fundraising. With that in mind, our team of expert tech startup bookkeepers and accountants put our heads together. Long story short, though, to woo investors, make sure your bookkeeping methods align with GAAP. based companies.

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CPA Practice

MAY 2, 2023

According to a new survey commissioned by Intuit QuickBooks, 93% of accountants said real-time financial insights are important to business success. An advisory role can prove professionally and personally rewarding, as Eric Aragon, CPA, can attest. Eric is president and founder of Aragon Accounting Corporation in Corona, CA.

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Shay CPA

JUNE 12, 2024

Bookkeeping tips, then, might seem a little redundant. Bookkeeping focuses solely on keeping track of your financial data. Solid bookkeeping is the backbone of any company’s financial success. Solid bookkeeping is the backbone of any company’s financial success. But there’s a key difference.

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xendoo

FEBRUARY 24, 2021

Small business bookkeeping services can support you with everything from simple data entry to offering more in-depth tax filing services and business consulting. Bookkeepers can help you with the big picture aspects of running a small business, such as reviewing options for how to finance your business.

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xendoo

SEPTEMBER 28, 2021

Chances are that your time is too valuable to spend clicking around in QuickBooks. But can you really afford the cost of modern bookkeeping services ? Today, we’ll take a closer look at common bookkeeping services rates, so you can find the best fit for the needs of your business. How Bookkeeping Services Rates Are Calculated.

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CPA Practice

AUGUST 28, 2024

Forwardly 2024 CPA Practice Advisor Innovation Award Winner [link] Forwardly exemplifies innovation in accounting as the first B2B real-time payment solution in the USA, transforming financial management for small businesses and accounting professionals.

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