CPA Practice

MAY 15, 2024

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. Thank you to the more than 5,500 readers who participated in voting this year. Now, on to the results! WINNER: TheTaxBook – Tax Materials Inc.

Technology 119

Technology accounting firms cpas accountant 119

Nancy McClelland, LLC

MARCH 7, 2025

If youre deep in the trenches of tax filings, bookkeeping clean-ups, and client questions that couldve-been-Google-searches, you know the struggle is real. Tap Technology to Do More with Less Ill start with the lifesaver of modern accounting: technology. QuickBooks Online has been my trusty sidekick on this journey for years.

Technology 59

Technology quickbooks bookkeeping Tax 59

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.,

quickbooks 111

quickbooks Technology bookkeeping accounting and finance 111

Snyder

NOVEMBER 1, 2022

Accounting software is the primary operational tool for bookkeepers and accountants. On the contrary, if you cater to a wide variety of needs, choose the software that accomplishes them all, to cut down on unnecessary technologies and multiple subscriptions. What kind of bookkeeping do your clients usually require?

accounting software 97

accounting software bookkeeping accountant accounted 97

xendoo

AUGUST 9, 2021

Good business bookkeeping is vital for any successful company, both for legal and financial reasons. Accurate information from bookkeeping is not only necessary to know where your business stands financially at a given moment, but it is also essential for strategy planning, managing cash flow, and predicting profitability. .

bookkeeping 98

bookkeeping bookkeeping services accountant accounted 98

SchoolofBookkeeping

DECEMBER 8, 2022

We are very excited to be at QuickBooks Connect this year. Intuit QuickBooks Unveils New Innovations that Support Accountants and Drive Business Success at QuickBooks Connect. Intuit QuickBooks Unveils New Innovations that Support Accountants and Drive Business Success at QuickBooks Connect.

quickbooks 98

quickbooks E-commerce accountant accounted 98

CPA Practice

JUNE 25, 2024

A new Intuit QuickBooks survey shows that while the accounting industry has felt the shockwaves of changing economic conditions, accounting professionals believe that failure to keep pace with technological advancements is the greatest risk to the industry — ahead of higher interest rates, the rising cost of goods, and widespread hiring challenges.

Technology 83

Technology quickbooks accountant accounted 83

Snyder

OCTOBER 12, 2022

Bookkeeper vs accountant. Average base bookkeeper salary. Factors contributing to the average bookkeeper salary. This drop is sometimes blamed on the growth of cloud computing and adoption of automated accounting by many businesses. of bookkeepers and accounting clerks compare to 7.1% Accounting solutions.

bookkeeping 98

bookkeeping accounting clerk E-commerce auditor 98

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.

bookkeeping 98

bookkeeping bookkeeping services accounting firms Start-ups 98

Basis 365

JANUARY 26, 2025

By delegating financial tasks to outsourced bookkeeping services , businesses can achieve accurate, timely financial management and make better strategic decisions. Outsourcing providers like Basis 365 Accounting employ highly trained professionals who stay updated on the latest industry trends and technologies.

Finance 52

Finance Technology bookkeeping accounting and finance 52

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession. It’s an honor to share all of these new technologies with our readers each year.”

Technology 124

Technology accounting firms accountant accounted 124

CPA Practice

APRIL 29, 2024

The panel of industry tax experts discussed technology, and modernizing tax and advisory firms to address their challenges and inefficiencies they face throughout the year. Among the technological solutions Piccurrio implemented to keep his work life in check was ProConnect Tax.

Tax 124

Tax Technology tax return bookkeeping 124

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate 59

Real Estate accountant accounted Account 59

Ryan Lazanis

MAY 24, 2023

Here is my complete guide to emerging accounting technologies for 2023. In this guide, you’ll learn about the top accounting technology in the profession along with some tips and tricks on how to leverage them. So if you’re looking to leverage software to automate your accounting work, you’ll love this guide.

Technology 98

Technology accountant accounted Account 98

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 (..)

Real Estate 110

Real Estate accountant accounted Account 110

CPA Practice

OCTOBER 12, 2023

Transcript (Note: There may be typos due to automated transcription errors. I’m Randy Johnston with brand grizzly as co host for the technology lab, we are pleased to have you back with us again. And we have a separate Technology Lab on data Snipper. But even cch access tax is going to get some a bot automation.

Technology 111

Technology quickbooks accounting and finance Legal 111

CPA Practice

AUGUST 28, 2024

Our innovation has been widely recognized, winning “Accounting Tech of the Year” at the 2023 US FinTech Awards and “Best Real-Time Payments Solution” at the PayTech Awards USA 2023. Forwardly’s automated payment processes, including bill payments, invoice management, payment reminders, and reconciliation, significantly reduce manual tasks.

Technology 105

Technology Approval Workflows accounting and finance quickbooks 105

CPA Practice

SEPTEMBER 13, 2024

Aider is for accountants and bookkeepers who want to monitor their clients’ real-time business performance and build. Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) And this automates a lot of the information. They’re doing reconciliations in the platform.

Technology 111

Technology accountant accounted Account 111

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 (..)

accountant 105

accountant accounted Account Construction 105

CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. We thank the more than 5,000 professionals who participated in voting this year. WINNER: TheTaxBook – Tax Materials Inc.

quickbooks 130

quickbooks payroll Technology audit 130

CPA Practice

MAY 8, 2024

As the business world sees a paradigm shift in the form of technological innovations, global operations, and government regulations, traditional roles and responsibilities of professionals are evolving for the better. Traditionally, a CPA took the crucial responsibility of performing tasks like tax compliance, audit, and bookkeeping.

cpas 123

cpas bookkeeping Technology CPA 123

Accounting Seed

JULY 17, 2024

I don’t want bookkeepers. I want people that understand technology and know how to make decisions with the numbers. I can automate so much now with Accounting Seed, so why have a team? But, when a certain threshold is met on a large government contract, they can use that fund source as its own reporting variable.

Technology 105

Technology accountant accounted Account 105

MineralTree

JUNE 1, 2023

QuickBooks is a popular accounting software for small and mid-sized businesses. Integrating QuickBooks with a compatible accounts payable automation software helps finance teams digitize their entire AP process. However, the standard format of QuickBooks AP can be quite manual and time-consuming.

accounts payable 75

accounts payable quickbooks AP Automation AP Processes 75

Basis 365

SEPTEMBER 14, 2022

QuickBooks Time for time tracking We recommend QuickBooksTime as a time-tracking tool to help you run a more profitable consulting company. QuickBooks Time offers both a desktop timesheet app and a mobile version. Automate your payroll Staff and contractors must be paid on time and correctly to keep your business running smoothly.

Non-Profits 98

Non-Profits bookkeeping accountant accounted 98

Basis 365

MARCH 6, 2023

Are you tired of spending countless hours on bookkeeping, payroll, and tax preparation? In this article, we'll explore the benefits of outsourcing accounting, including outsourced bookkeeping and outsourcing to an accountant. Do you want to focus more on growing your business and achieving your goals?

tax preparation 101

tax preparation accountant accounted Account 101

Accounting Insight

SEPTEMBER 4, 2024

In the fast-paced world of accounting and bookkeeping, efficiency is paramount. Workflow Automation. Automate repetitive tasks like sending reminders and tracking deadlines, freeing up time for more strategic activities. Start exploring your options today to stay ahead in the accounting and bookkeeping game.

bookkeeping 59

bookkeeping Technology accountant accounted 59

CPA Practice

APRIL 15, 2024

Generative AI, as a growing ecosystem of technologies, extends beyond GPT-4 and Gemini with added capabilities to process diverse data types, such as text, images, audio, video, 3D modeling, and coding. Advancements in NLP technology will likely lead to even more sophisticated applications in accountancy. Here are a few instances: 1.

CPA 122

CPA Technology accounting and finance cpas 122

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. Technology enables accounting pros to access and assess real-time financial data with a distinct benefit to their practices: supporting an advisory role. Eric Aragon. “We

Technology 103

Technology quickbooks bookkeeping tax planning 103

Snyder

OCTOBER 18, 2022

For decades, bookkeepers and accountants have taken on the monotonous task of manual data entry. Before the existence of Quickbooks sales receipts, we pulled daily sales reports by hand; entered and reviewed sales, refunds, and fees ourselves; and recorded journal entries manually. As technology has advanced, so have accountants.

Technology 59

Technology bookkeeping quickbooks accounting software 59

Accounting Today

MARCH 11, 2025

Accounting automation solutions provider Digits released its Autonomous Digital Ledger solution, intended to directly challenge competitors such as QuickBooks.

general ledger 100

general ledger quickbooks Technology accountant 100

Shay CPA

MAY 22, 2024

Founding a tech startup is about bridging the gap between a need and reality with technology. That firm focus on the power of technology should encompass as many areas of your business operations as possible, accounting being the foundation of your venture. All with the help of Smart Rules. Here’s what usually happens.

Technology 52

Technology accountant accounted Account 52

Shay CPA

JULY 31, 2024

The latest tech tools can make work easier, and that’s particularly true when it comes to your finances. Financial technology — or fintech, for short — automates time-consuming tasks like categorizing expenses. Operating with QuickBooks Online might be enough in your early days, for example.

Technology 52

Technology quickbooks payroll bookkeeping 52

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, (..)

Real Estate 52

Real Estate accountant accounted Account 52

Reckon

JUNE 25, 2023

How did computerised automation start out in accounting software? Initially, we saw automation start to enter the arena after QuickBooks (one of the first commercially accessible computerised accounting systems that made automated calculations) launched in 1998. Enter… AI and robotic process automation.

accountant 98

accountant accounted Account Technology 98

CPA Practice

JULY 17, 2024

The challenge is a lot of the firms aren’t either resourced with the right technology or enough people to get to that.” For founders, regardless of whether they use a Big Four auditor, an independent firm, or an automated DIY solution, this headache will not affect tax season, says Richmond.

accountant 124

accountant accounted Account Technology 124

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