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bookkeeping financial statements tax planning 
xendoo
SEPTEMBER 10, 2021
Thankfully, a reliable bookkeeping solution is just a click away. What should you look for in an accounting or bookkeeping service? Today, we’ll highlight five of the best small business bookkeeping service solutions. Online Bookkeeping Service for Your Small Business. Financial statements . Sound familiar?
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CTP
OCTOBER 28, 2024
Administrative & Financial Support Moving into the realm of finances, a family office may handle bookkeeping, legal and estate planning oversight, cash flow management, financial advice, insurance management, accounting and tax filing oversight, and charitable giving management.
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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption
MyIRSRelief
MARCH 29, 2024
Business Bookkeeping & Accounting Service Effective bookkeeping and accounting are vital for the smooth operation of any business. They provide a clear picture of the financial health of the business, which is essential for strategic planning and decision-making.
130 Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape
Outsourcing Vs. In-House: The Ultimate Battle For Better Collections
Maximizing Profit and Productivity: The New Era of AI-Powered Accounting
The Silent Crisis: Why Finance Lags in Digital Transformation and How to Accelerate AI Adoption
PASBA
SEPTEMBER 12, 2019
Tax planning and revenue forecasting tied at 71 percent while bookkeeping, key performance indicators, monthly management reporting, and business strategy and planning tied at 61 percent. For example, a client might struggle to understand the various financial statement his or her business needs.
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MyIRSRelief
SEPTEMBER 6, 2024
Electronic Filing: We offer electronic filing options to expedite the processing of your tax returns and ensure that you receive any refunds promptly. Tax Planning and Strategy Effective tax planning is essential for optimizing your financial health and minimizing your tax liability.
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SMBAccountant
NOVEMBER 21, 2022
My old bookkeeper didn’t ask for all this” is a statement we hear often. The accountant or bookkeeper can’t effectively do their job and the manager has inaccurate financial data to make business decisions, provide to potential investors, or financial institutions for loans, credit cards, etc. Permalink
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Going Concern
OCTOBER 17, 2024
Sign up now to view the complete candidate list and connect with potential hires.
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MyIRSRelief
APRIL 29, 2024
By providing a combination of tax planning, bookkeeping, and financial guidance, they empower small businesses to thrive, focusing their energy on what they do best – innovation, growth, and serving their customers. Get business tax & bookkeeping help by contacting us today!
130 
CPA Practice
JUNE 24, 2024
Request for Information (RFI) Form: To formally request additional information or clarification from clients on specific financial matters. Financial Statement Template: To prepare standardized financial statements for clients, such as balance sheets, income statements, and cash flow statements.
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Going Concern
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 (..)
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Going Concern
JANUARY 17, 2025
TAX CANDIDATES FTE Tax | Candidate ID #23772188 Certifications: CPA in process, EA Education: BBA Accounting and Finance Experience (years): 8+ years experience in tax accounting.
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Going Concern
MARCH 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)
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MyIRSRelief
APRIL 3, 2023
A Los Angeles, CA accountant can provide essential financial expertise and support to small business owners, helping them make informed decisions and manage their finances efficiently. This helps small business owners keep track of their financial position and make informed decisions based on accurate and up-to-date financial data.
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MyIRSRelief
MARCH 15, 2023
To apply for an Installment Agreement, you must fill out IRS Form 9465, Installment Agreement Request, and provide detailed information about your financial situation. Depending on the amount of your tax debt and your ability to pay, the IRS may require you to set up automatic payments or provide a financial statement.
130 
LyfeAccounting
OCTOBER 18, 2020
Today, I’m going to give you 15 reasons why bookkeeping is important. But if I was you, I’d place bookkeeping at the top of my important list as it affects literally everything I just mentioned, which you’ll see why and how by end of this post. The question is this: What story is your bookkeeping telling you? I know, I know.
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Going Concern
OCTOBER 24, 2024
TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)
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Going Concern
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 (..)
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Going Concern
JANUARY 2, 2025
TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)
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Going Concern
JULY 25, 2024
TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID #22044344 Certifications: CPA in process Education: BS Accounting Experience (years): 10+ years accounting experience Work experience (detail): 10+ years in public accounting Averages 200 returns prepared per tax season Quarterly financials, draft SBA loan submittals Tax planning (..)
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Ryan Lazanis
OCTOBER 24, 2022
If you’re having trouble pricing accounting and bookkeeping services for your fixed-price mandates, you’re not the only one (and you’ve come to the right place). In basic bookkeeping and accounting, not all hours are created equal. Monthly Bookkeeping Services Example. For example, compare these 2 scopes in bookkeeping pricing.
ThomsonReuters
JULY 6, 2023
Many corporate roles like financial analyst or internal auditor require experience you already have, so lean into your transferrable skills like bookkeeping, budgeting, forecasting, etc. There are several different areas of advisory to investigate, such as tax advisory , business advisory , M&A advisory , and accounting advisory.
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Going Concern
DECEMBER 20, 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 (..)
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Going Concern
NOVEMBER 21, 2024
TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)
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CPA Practice
DECEMBER 13, 2023
The following five strategies can help firms leverage tax season and increase client retention throughout the year. Integrating guiding questions into your tax planning sessions can tease out information that identifies areas where you can offer your client advisory services that help them meet their goals.
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Going Concern
FEBRUARY 13, 2025
TAX AND ACCOUNTING CANDIDATES FTE Senior Tax and Accounting | Candidate ID#23814240 Certifications: CPA Education: BA, MA Financial Accounting Experience (years): 15+ years accounting experience Work experience (detail): 3+ in public accounting Accounting, payroll and tax filing with 40+ clients Client advisory, tax planning, financial review Prepares (..)
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Basis 365
MAY 18, 2023
This typically includes bookkeeping, financial statement preparation, tax planning and preparation, and other related services. Outsourcing accounting allows companies to focus on their core business functions while leaving the financial work to experts. What is Outsourcing Accounting?
52 
Snyder
JULY 13, 2022
Client accounting services (CAS), sometimes referred to as client accounting advisory services (CAAS), are a variety of accounting services provided by CPAs to clients ranging from basic bookkeeping to advanced management reporting, advisory and guidance services. CAS expands beyond the traditional scope of bookkeeping and tax preparation.
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Accounting Insight
MAY 1, 2024
In modern accounting, AI is being used to automate several tasks, including data entry, invoice processing and financial statement analysis. Automation of these routine tasks has allowed accountants to focus on more complex financial analysis and strategic decision-making.
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xendoo
MARCH 18, 2021
Bookkeeper? Staying on top of your business’s finances is key for a small business owner, but you may need more than day-to-day bookkeeping. When you have more questions than a bookkeeper can answer, you’ll probably need to look into CPA services. CPA act as consultants on many issues, including taxes and accounting.
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LyfeAccounting
MARCH 10, 2021
Compilations are basically financial statements that are prepared by an outside accountant. So for example, if you’re self-employed and are applying for a loan, the lender might require you to see financial statements that are prepared by a CPA. Reviews are where a CPA merely reviews financial statements for accuracy.
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LyfeAccounting
FEBRUARY 14, 2021
million bookkeepers, and at least 1.2 In Fortune 500 corporations, CPAs might help prepare annual reports for shareholders and record very complex financial transactions. What Can a CPA Do That Your Bookkeeper or Tax Preparer Cannot? Your tax preparer cannot represent you in court on a tax matter , a CPA can.
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Basis 365
DECEMBER 5, 2022
Do you struggle to keep up with your business's financial reporting and bookkeeping? Regular bookkeeping and financial statements give your business the foundation to make informed business decisions, get funding, and grow. Prepare for Tax Time Small business owners are quickly approaching tax time.
52 
Going Concern
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, (..)
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Going Concern
MAY 2, 2024
QuickBooks, Go-Systems, Oracle Remote Work Experience: Y Goal: Remote Senior Tax opportunity, CPA support, promotional opportunity Salary: $90K Time Zone: Eastern Sign up to learn more about this candidate FTE Tax and Accounting | Candidate ID #20076015 Certifications: QuickBooks Online ProAdvisor Education: BS Accounting Experience (years): 30+ (..)
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CPA Practice
AUGUST 28, 2024
By automating routine tasks, Forwardly empowers accountants to transition from bookkeeping to higher-value tasks. The patent covers the application of artificial intelligence to financial statement audits. In summary, Instead is revolutionizing tax management for businesses, individuals, and accounting firms alike.
124 
Going Concern
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 (..)
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xendoo
JANUARY 11, 2021
For example, a bookkeeper that does routine data entry charges less than a CPA (Certified Public Accountant) who’s highly qualified to advise on business strategy or tax planning. “How much do accountants charge for year-round bookkeeping services?” Typical rates are: Bookkeeper — $30 to $90 per hour.
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Anders CPA
JUNE 3, 2024
In the early days of a business, a successful firm handles the basics with no problem: Find a space, hire a few staff and a bookkeeper, secure insurance and benefits, purchase or lease software, hang up your shingle, launch your website, get the word out and do excellent work. Now we’re outside the wheelhouse of even the best bookkeeper.
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xendoo
MAY 19, 2021
Handling your own bookkeeping and accounting may seem like an easy corner to cut, but the chances are that you’ll pay for it in one way or another. . You simply might not be able to give your books the time and attention you need—a problem that can snowball out of control and leave you with a disaster once tax season approaches.
52 
Going Concern
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 (..)
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LyfeAccounting
OCTOBER 28, 2020
There are quick and easy ways to do this by syncing your business bank account to a bookkeeping system, and classifying your transactions within that system. This process is called bookkeeping. To learn more about bookkeeping, then read this post on “ Bookkeeping 101 for small businesses ”. Quick Recap.
Anders CPA
JUNE 17, 2024
When a small business reaches this stage, they need something more than simple bookkeeping services or a subscription to some accounting software like Quickbooks, but most aren’t ready to invest in a full-time in-house accountant , CPA or CFO. When you review financial statements together, they won’t just report on your businesses’ history.
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Going Concern
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 (..)
59 
Going Concern
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, (..)
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