Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

bookkeeping 52

bookkeeping Technology quickbooks Tax 52

Nancy McClelland, LLC

DECEMBER 1, 2023

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

bookkeeping 52

bookkeeping Technology quickbooks Tax 52

CPA Practice

OCTOBER 31, 2024

17, found that many of the 250 respondents —from accountants, bookkeepers, and directors of finance to business owners as well as managers—consider keeping up with changing sales tax laws to be their biggest compliance challenge. “At The survey, which was conducted from Oct.

Sales 114

Sales Tax accounting and finance bookkeeping 114

Going Concern

NOVEMBER 20, 2023

Liz is a go-to person if you need a guest writer or a webinar/podcast contributor to talk shop. Then, she switches gears and dives into the fast-paced world of Going Concern, where she can put her marketing and content background to good use with what’s happening in the accounting world. Best of both worlds.

Account 104

Account accountant accounted payroll 104

CPA Practice

APRIL 29, 2024

Two thirds (67%) say existing tax clients and 45% say traditional bookkeeping and accounting clients have been their best conversion targets. Summit CPA, a division of Anders CPAs + Advisors, is a good example. Even better – get them involved by teaming up for co-marketing opportunities like events, articles or webinars.

Education 117

Education cpas bookkeeping accounting firms 117

CPA Practice

SEPTEMBER 11, 2024

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. Watch the Presentation Panelists: Gail Perry, Editor, CPA Practice Advisor Gail is the editor-in-chief of CPA Practice Advisor.

Indiana 52

Indiana Account accountant accounted 52

CPA Practice

DECEMBER 19, 2023

AI-powered tools for finance and accounting organizations have been around for years, helping to automate data entry and bookkeeping, invoice processing, budgeting, and many other processes. Start with the fundamentals You didn’t become an accountant or CPA overnight. But generative AI is different. Here are four ways to do it: 1.

accounting and finance 120

accounting and finance Finance Account accountant 120

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. The publication and online technology resource was founded in 1991 as The CPA Software News , and has evolved technologically along with the profession. In 2004, under the editorial leadership of Gregory L.

Technology 124

Technology accounting firms Account accountant 124

Snyder

NOVEMBER 17, 2022

Accountants, bookkeepers, and CPA’s. First and foremost, accountancy blogs are read by accountants, bookkeepers , and CPAs (Certified Public Accountants). With podcasts, webinars, and many other resources, you can educate yourself on various topics from taxes to practice management. Synder Blog.

accounted 52

accounted Account accountant bookkeeping 52

CPA Practice

AUGUST 14, 2024

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

Technology 52

Technology Georgia Indiana tax preparation 52

CPA Practice

JULY 13, 2023

Examples Bookkeeping Is Like Golf One of my clients was traveling to a PGA tournament in California and would be near the course. While in her golf cart, she could discuss how golf is like bookkeeping. There are sand traps, water hazards, wind, and unpredictable elements, just like a company’s bookkeeping process.

accounting firms 96

accounting firms bookkeeping Account accountant 96

CPA Practice

MAY 10, 2023

Accountants can earn CPE credits for live attendance of Patriot Software webinars, which are free to attend. CPAs looking for opportunities to maintain their professional competence can participate in a free Patriot Software webinar and receive one CPE credit per 50-minute session. Interested participants can register here.

payroll 58

payroll cpas bookkeeping accounting software 58

ThomsonReuters

JUNE 13, 2023

All this, alongside the more traditional tax preparation, payroll, and accounting/bookkeeping services that your clients have come to know and trust. Why make the shift to advisory? Meaningful insight for them—and long-term growth and revenue opportunities for you.

tax return 93

tax return Tax bookkeeping services Technology 93

Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin.

tax preparation 52

tax preparation Tax bookkeeping Wisconsin 52

ThomsonReuters

FEBRUARY 2, 2022

You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Show how good bookkeeping is critical to their business to give them an accurate picture of their finances. A better approach is to build a reputation as an accounting expert.

accounting firms 98

accounting firms Account accountant accounted 98

Nancy McClelland, LLC

NOVEMBER 8, 2023

Remember, progressive accountants and bookkeepers such as the kind you’ll find at QBC – especially those who go year after year – are excited you’re there, and they want to help make your experience better. Tip One — PLAN AHEAD Attend a prep session webinar or podcast for individual insights. Remember to bring your ID.

quickbooks 98

quickbooks bookkeeping Start-ups Account 98

ThomsonReuters

FEBRUARY 8, 2022

Adding services in the areas beyond filing tax returns, such as accounting, payroll, bookkeeping, business planning, payroll and audit solutions, will always be services clients need. Host webinars, seminars, virtual conferences and other events to share your expertise and knowledge with clients and prospects.

Tax 105

Tax Entertainment payroll bookkeeping 105

CPA Practice

JULY 10, 2023

Examples Bookkeeping Is Like Golf One of my clients was traveling to a PGA tournament in California and would be near the course. While in her golf cart, she could discuss how golf is like bookkeeping. There are sand traps, water hazards, wind, and unpredictable elements, just like a company’s bookkeeping process.

accounting firms 71

accounting firms bookkeeping Account accountant 71

Going Concern

NOVEMBER 16, 2023

Top Freelance Accounting Candidates of this week: PT/FT Tax Contractor | Candidate ID #F19022786 Years of tax experience: 6 years of tax experience Hours available per week: 20-40 Tech Stack: ProConnect, Pro-Series, UltraTax and Go and Pro System Prefer Individual or Business Clients: no preference Business Return Experience: most comfortable with (..)

Account 65

Account accountant accounted CPA 65

CPA Practice

JULY 12, 2024

Product Define Your Services Clearly: Detail the specific CAS/CAAS services you offer, such as bookkeeping, payroll, financial reporting, and advisory services. Promotion Educational Content: Create and share valuable content (blogs, whitepapers, webinars) that educate potential clients about the benefits of your practice. Here’s how.

Account 52

Account accountant accounted bookkeeping 52

ThomsonReuters

OCTOBER 31, 2023

While the latest version of ChatGPT passed a practice CPA exam , AI primarily remains a tool for aiding accountants and tax professionals, rather than a substitute for human expertise. Webinar Discover how generative AI is changing the accounting industry in a new webinar. Is AI replacing accounting jobs?

accounting jobs 52

accounting jobs accountant jobs accounts jobs Account 52

Snyder

JANUARY 19, 2023

Challenges of the busy tax season We talked to Tanya Hilts – the founder of Cloud Bookkeeping Services – a cloud-based bookkeeping firm for small business, and Tanya’s Bookkeepers Bootcamp – an educational coaching/mentorship program where she works with accounting professionals to help them tighten their workflows and increase their profitability.

Tax 52

Tax cpas bookkeeping quickbooks 52

Nancy McClelland, LLC

APRIL 16, 2023

” There are five tax benefits I’ve noticed — in my interactions with colleagues at conferences, in webinar chat, or in our online communities — that seem to keep flying under the radar. Though keep in mind — there is no requirement that a tax preparer be a CPA, or even an EA.

Tax 52

Tax tax preparation tax return cpas 52

Nancy McClelland, LLC

NOVEMBER 8, 2023

Remember, progressive accountants and bookkeepers such as the kind you’ll find at QBC – especially those who go year after year – are excited you’re there, and they want to help make your experience better. Tip One — PLAN AHEAD Attend a prep session webinar or podcast for individual insights. Remember to bring your ID.

quickbooks 52

quickbooks bookkeeping Start-ups Account 52

Ryan Lazanis

JUNE 8, 2023

There’s a bunch of users sharing their pet peeves, CPA exam tips, investment strategies, and even complaints about certain jobs or the government. There is seemingly not much moderation, meaning members can post just about anything, from CPA exam questions to technical queries.

online accounting 52

online accounting Account accountant accounted 52

CPA Practice

OCTOBER 12, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the latest trends in generative AI, and their impact on accounting firms. Lots of people are talking about it, lots of webinars and so forth. Use the podcast player below to listen. Transcript (Note: There may be typos due to automated transcription errors.

Technology 110

Technology quickbooks accounting and finance Legal 110

Snyder

NOVEMBER 22, 2022

Continue reading to learn why top professionals in the field find Synder helpful in increasing the accuracy of the bookkeeping process, saving time and money, and avoiding manual checks and edits of PayPal data. In this instance, it’s done for bookkeeping purposes. Further reading. Are you an e-commerce accountant?

quickbooks 52

quickbooks E-commerce Account accountant 52

Ryan Lazanis

MAY 17, 2022

10 Partner on Webinars. #11 This keyword brings up a first search result from Bench, an online bookkeeping business: And then when I click on the link, I get brought to their article , where the blog post will look something like this: Circled in red above is a Call-to-Action (CTA) asking the reader to take some kind of action.

Account 98

Account accountant accounted accounting firms 98

CPA Practice

JULY 27, 2023

As an example of the ChatGPT response to “What are the most time-consuming items in a CPA Firm,” ChatGPT suggested the following (completely unedited): Accounting or Certified Public Accountant (CPA) firms often have to manage numerous tasks, some of which can be quite time-consuming.

Technology 98

Technology audit Education accounting and finance 98

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). We’ll show you how you can file a return with ease.

bookkeeping 104

bookkeeping Start-ups payroll Tax 104

PYMNTS

JUNE 9, 2020

The software firm said the initiative is inspired by a Collaborative Accounting approach that has accounting professionals and their small business clients working in connection as a team and sharing bookkeeping work, according to an announcement. It sets the stage for success.”.

North Carolina 52

North Carolina Account accountant accounted 52