CPA Practice

APRIL 29, 2024

Wrestling with sky-high tax season burnout and subpar work-life balance. During the Intuit Accountants “Better Together” event in New York City, the Intuit ProTax Group brought together tax professionals and industry thought leaders. It’s a natural progression to go from QuickBooks to ProConnect Tax.”

Tax 124

Tax Technology tax return bookkeeping 124

CPA Practice

MARCH 29, 2023

In this year of discussing and rebuilding technology stacks, I was pleased to be invited to the Top Thought Leaders Symposium in New York City on February 20-22, 2023. My colleague Brian Tankersley and I both attended, and we picked up new ideas from our fellow consultants to the profession.

Technology 114

Technology CPA tax planning quickbooks 114

Going Concern

JUNE 16, 2023

The action by New South Wales, home to Sydney and Australia’s most populous state, is a “proportionate response to the current investigations involving PwC,” Courtney Houssos, the state’s finance minister, said. Last week, PwC named at least 67 current and former staff involved in the leak of government tax plans.

Technology 98

Technology quickbooks accounting and finance Tax 98

CPA Practice

NOVEMBER 9, 2023

New updates and features include: Client OneView – Allow previews up to 5 clients simultaneously and gain insights into potential tax savings, the number of probable strategies, and the potential strategies for each client to create a personalized tax plan for each client with confidence.

Real Estate 52

Real Estate tax return quickbooks Tax 52

CPA Practice

SEPTEMBER 12, 2024

Earlier in his career, Burke held several progressive managerial roles in financial services, including serving as executive vice president and chief lending officer at Wayne Bank, where he managed the overall sales, service, and operations of the commercial banking division across Pennsylvania and New York.

Kansas 104

Kansas Pennsylvania audit accounting and finance 104

CPA Practice

AUGUST 31, 2023

We highly recommend QuickBooks® Checking to our business clients since they’re already using QuickBooks Online. If your client struggles to make large one-time contributions, help them to budget for smaller contributions based on how they earn income. She was recognized as a 2021 CPA Practice Advisor “40 Under 40” Professional.

quickbooks 59

quickbooks bookkeeping course Tax CPA 59

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.

Technology 59

Technology quickbooks cpa firm CPA 59