CPA Practice

MARCH 23, 2023

Tips and Techniques Here are several tips and techniques that can help you broaden your B2B marketing efforts and achieve your growth objectives. To scale up your content marketing efforts, create a content calendar that outlines the topics, formats, and distribution channels for your content.

B2B 64

B2B accounting and finance Start-ups Account 64

Nancy McClelland, LLC

NOVEMBER 8, 2023

There will be heaps of people reuniting for the first time since last year, or at least since Scaling New Heights (check out my recent video blog about those amazing takeaways , which includes some bonus QBC suggestions). Tip One — PLAN AHEAD Attend a prep session webinar or podcast for individual insights. Plus, dance parties!)

quickbooks 98

quickbooks bookkeeping Start-ups Account 98

Xero

NOVEMBER 2, 2022

We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. .

Education 96

Education bookkeeping jobs tax preparation Start-ups 96

Xero

JULY 19, 2022

Accountants and many of their clients will be extremely familiar with those three letters and precisely what they mean – the beginning of HMRC’s 10-year digital strategy, which outlines an ambitious plan to create a fully digital economy. This panel addresses some of the major issues impacting accountants now and in the future.

Entertainment 83

Entertainment payroll Tax Start-ups 83

Ryan Lazanis

MAY 17, 2022

If you’re looking for the best marketing for accountants’ strategies, you’ve come to the right place. Most of these methods I’ve personally used myself to help take my cloud accounting firm from scratch to sale in just 5 years. Marketing for Accountants 101. 1 Get Blogging. #2 4 Viral Marketing for Accountants. #5

Account 98

Account accountant accounted accounting firms 98

Shay CPA

JANUARY 17, 2024

But you should definitely have a conversation with your accountant in the next few weeks on this topic. Talk with your accountant to figure out which states you should be looking into filing requirements and deadlines for. Work with your accountant to figure out which states you need to complete this filing for.

Delaware 52

Delaware Tax income tax Iowa 52

ThomsonReuters

JUNE 28, 2023

Let’s take a look at some best practices accounting firms can use to help clients overcome the challenges of ESG data collection and management. When you look at ESG through the lens of a tax and accounting firm, reporting on environmental, social, and governance factors is enabled by data.

Tax 98

Tax auditor audit Technology 98

Xero

NOVEMBER 27, 2022

AccountingWeb Live Expo is taking place this week, with a huge number of the amazing accounting and bookkeeping community in attendance to enjoy keynotes, panels and mingling at an incredible two-day event. A panel looking ahead to the future of accounting technology. Make the most of our masterclasses.

bookkeeping 84

bookkeeping Education income tax Technology 84

Mark Lee

NOVEMBER 29, 2022

This blog post is drawn from my presentations during a virtual conference for CIOT – to help raise funds for two worthy tax charities, TaxAid and Tax help for older people. 10 – Ensure you keep your knowledge up to date – eg: with the weekly practical topical tax tips for accountants in general practice from the Tax Advice Network. —–.

Tax 52

Tax Account accountant accounted 52

PASBA

SEPTEMBER 25, 2019

The competition for accounting clients can be as intense as in any other industry. Talk to your clients and others in the industry to find out what they really expect of their accountant and what would make them most likely to leave for a competitor or stay with your firm indefinitely. The answers might surprise you.

Account 104

Account accountant accounted accounting firms 104

Mark Lee

JANUARY 30, 2024

There are two types of accountants who use social media and Linkedin: Those who have learned what works FOR THEM, and Those who have bought into the hype and HOPE that what are doing will prove to be worth the time and effort. Unfortunately, the vast majority of accountants seem to fall into the latter category.

Account 92

Account accountant accounted tax return 92

ThomsonReuters

JULY 25, 2023

Thomson Reuters asked Malloy and Wing for further guidance on the topic. And even if the project gets approved, cross-departmental discussions and support – from accounts payable, procurement, finance, IT, etc. – 9 key questions to ask appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Technology 93

Technology Tax audit Sales 93

Mark Lee

MAY 16, 2023

One of the topics that often comes up is the challenge of prioritising anything (non-billable) you might think you want to do when there is client work that could be done. Certainly, some of the accountants I work with tell me that they struggle to make time to prioritise developing, building and promoting their practice.

Account 87

Account accountant accounted bookkeeping 87

ThomsonReuters

MAY 6, 2022

Thoughts and tips from a payroll pro. Mr. Paille is the Compliance Director for Thomson Reuters myPay Solutions and kindly offered some tips for those interested in taking the CPP. Paille is the Compliance Director for Thomson Reuters myPay Solutions and kindly offered some tips for those interested in taking the CPP.

payroll 95

payroll income tax Agriculture payroll tax 95

Nancy McClelland, LLC

APRIL 9, 2023

If you want to know how to make IRS estimated tax payments, see my recent blog post with step-by-step instructions. If you already have an account for sales taxes or another reason — do not log in , unless you are making business tax payments. For the Illinois Department of Revenue (IDOR), go to the MyTax Illinois site.

Illinois 52

Illinois Tax tax preparation bookkeeping 52

Mark Lee

JANUARY 3, 2023

Where possible you will also find links to earlier posts I have previously written about the topic. See: 10 tips to help you reduce debtor days and lock up ). I will be more open-minded and introduce one new service (or a new topic on which I advise my clients) this year – over and above the services I have always provided.

Account 59

Account accountant accounted Non-Profits 59

Shay CPA

MARCH 16, 2023

Akshay Shrimanker, our Founder and CEO, recently joined Blake Oliver, David Leary, and a panel of other accounting experts (Mike Moiśe CPA, Matthew May CPA, and Reynaldo Arellano CPA) on a special episode of the Cloud Accounting Podcast. As a result, we thought it would be well worth passing the tips and tricks shared onto you.

Technology 52

Technology CPA accounting and finance accounts payable 52

Xero

NOVEMBER 17, 2022

Trending topics. I’m dyslexic and the thought of accounting absolutely terrified me, but it was recommended by my accountant and I found it so easy to use from day one, even when running two businesses.”. Tips of the trade. Rosie offers her tips for small businesses struggling in the current economic climate: .

Start-ups 74

Start-ups Account accountant accounted 74

ThomsonReuters

JANUARY 30, 2023

Payroll on Checkpoint examined 133 pieces of payroll-related state legislation across the nation to spot the top ten hot topics that are being tackled in the current legislative session. Minimum wage With over 32 bills so far introduced on the topic, the minimum wage is a perennial favorite for state legislators. per hour by 2027.

payroll 105

payroll Hawaii West Virginia Oklahoma 105

ThomsonReuters

FEBRUARY 18, 2022

Job fit is critical when hiring new accountants for your firm. The right accountant in the right role means a happy, engaged, and thriving employee. If you are interviewing new accountants, you should be well-prepared and methodical. Here are 12 best practices to implement before and during interviews for new accountants.

Account 98

Account accountant accounted accounting firms 98

Reckon

JULY 24, 2023

Today, modern bookkeepers are not limited to accounting – in fact, with the right education, you can facilitate everything from strategic client engagement and compliance to offering professional advice about leadership, cloud software adoption and automation technologies.

bookkeeping 52

bookkeeping bookkeeping software Education Technology 52

5 Minute Bookkeeping

MARCH 25, 2021

As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books ! I’ll share my tips and best practices for using journal entries in a QBO cleanup without messing up the books.

quickbooks 98

quickbooks accounts payable bookkeeping payroll 98

Nancy McClelland, LLC

NOVEMBER 8, 2023

There will be heaps of people reuniting for the first time since last year, or at least since Scaling New Heights (check out my recent video blog about those amazing takeaways , which includes some bonus QBC suggestions). Tip One — PLAN AHEAD Attend a prep session webinar or podcast for individual insights. Plus, dance parties!)

quickbooks 52

quickbooks bookkeeping Start-ups Account 52

Mark Lee

AUGUST 23, 2022

One of the many recurring topics in my conversations wth accountants is their approach to quoting fees. Twice in the last week I have been asked my view on fee quotes sent out by accountants I am mentoring. In each of the most recent cases I noted that the accountants had made similar mistakes. They are not alone.

Construction 94

Construction Account accountant accounted 94

5 Minute Bookkeeping

JULY 29, 2021

If you’re looking for the best tips for taking on a massive undeposited funds cleanup in QuickBooks Online, this is the blog post for you. Click on the video link below to watch: Tips for taking on a massive Undeposited Funds cleanup in QBO. Tip #1: All transactions must be entered in QBO. That leads us to my next tip.

quickbooks 52

quickbooks bookkeeping tax return Start-ups 52

ThomsonReuters

MARCH 28, 2022

You ’ ve found the ideal tax and accounting research solution for your firm. 4 tips to help prepare your business case . Your clients want fast, accurate answers to their tax and accounting questions and they expect you to know the answers. Utilize accounting and tax vendor resources to further support your case.

Tax 98

Tax Start-ups Technology Account 98

Nancy McClelland, LLC

MARCH 9, 2023

After the SBA disbursed the last of the funds in November of 2022 , you might think that all was said and done on the topic; but in fact, recipients of those funds still need to report to the SBA that the money was indeed used according to the program’s rules.

Non-Profits 52

Non-Profits bookkeeping software bookkeeping cpas 52

Mark Lee

OCTOBER 10, 2023

I have now updated this to reflect 10 key topics you may want to factor into the conversations you have with your clients: Change Asking clients about recent changes in their life and business is a great way to evidence your interest in them. I first shared a shorter version of this post a few years ago at a very difficult time for everyone.

bookkeeping 52

bookkeeping accounting and finance Legal Sales 52

5 Minute Bookkeeping

MAY 27, 2021

What should you do if you are working on a massive QuickBooks Online cleanup and you come across a mysterious balance in an account called Opening Balance Equity on the balance sheet? You probably won’t recall ever adding that account to QuickBooks Online, or categorizing any transactions to/from it.

quickbooks 52

quickbooks bookkeeping Start-ups Account 52

Snyder

JULY 13, 2022

Since eBay’s migration to their own card processing and consolidated payment service is continuing progressively, eBay Managed Payments has become a hot topic for discussion among the sellers community. How to set up Managed Payments account on eBay. eBay Managed Payments tip: automation. eBay Managed Payments: shipping.

E-commerce 98

E-commerce accounting and finance Sales quickbooks 98

Nancy McClelland, LLC

JULY 7, 2022

for employers with 4-20 employees The minimum wage for tipped employees will be $9.24 for employers with 4-20 employees (employers must make up the difference between any tips received and the applicable minimum wage for non-tipped workers.) As of July 1, 2022, the Chicago minimum wage will be: $15.40

payroll 52

payroll Start-ups Healthcare Manufacturing 52

Mark Lee

NOVEMBER 28, 2023

I’ve addressed the subject of Networking many times on this blog. I make no apology for returning to the topic as it’s a key business skill for accountants who want more clients. Indeed, I know many accountants who hope they can rely on such sources of work as they are so uncomfortable with the idea of networking.

tax return 52

tax return Account accountant accounted 52

Mark Lee

JULY 18, 2023

‘How to deliver advisory services for maximum success’ is the sub-title of a superb new book for accountants that I read recently. Let’s just say that I wish I had written this book, as I am already recommending it to accountants, without reservation. I’ll share the author and title later in this post.

tax return 52

tax return Account accountant accounted 52

LyfeAccounting

JUNE 2, 2021

As an accounting firm, we’ve filed our fair share of amended tax returns. And, we wanted to make this post so there is less confusion and stress surrounding the topic. Additionally, we’ll also discuss how to track your amendment, and 5 tips to get your amendment right the first time. Let’s dive right in!

tax return 52

tax return Tax accounting and finance tax preparation 52

ThomsonReuters

OCTOBER 1, 2021

A new episode of Thomson Reuters Tax & Tech Talks podcast shares tips and best practices for streamlining operations and navigating this unprecedented tax season. Topics include: How the right technology scales to meet a company’s evolving needs. Beneficial tax technology features and functions.

income tax 52

income tax Tax corporation tax Technology 52

Mark Lee

AUGUST 1, 2023

If you’re either a busy accountant and/or a regular at networking events, you probably get asked this question (How’s business?”) And lots of accountants (indeed, all sorts of people) reply without thinking about what they’re saying, with the result that they fall into the trap and suffer the consequences of doing so.

Account 52

Account accountant accounted Maine 52

5 Minute Bookkeeping

FEBRUARY 3, 2022

If you’re here, you’ve likely heard of the 5 Minute Bookkeeping blog, and maybe the 5 Minute Bookkeeping YouTube channel , too. All of this originally started when I began writing a blog at 5minutebookkeeping.com. You just need to get started, and you need to find the topic that you want to talk about and define your audience.

bookkeeping 52

bookkeeping Start-ups E-commerce quickbooks 52