Shay CPA

JUNE 22, 2023

Deferred Revenue: Deferred Revenue is finally available in QuickBooks Online Advanced. Importantly this is not available for Product type items in QuickBooks so this needs to be carefully configured to take advantage of the new tool. Here are some takeaways from our training that can help our finance leaders in the technology space.

quickbooks 52

quickbooks Technology accounting and finance Finance 52

CPA Practice

APRIL 15, 2024

With advancements, such as the latest GPT-4, Gemini, and Microsoft Copilot, as well as everyday AI-powered tools, such as digital assistants like Alexa, Siri, or Google Home, self-driving cars, and facial recognition software, it’s apparent that the future we’ve been discussing is already here.

CPA 122

CPA Technology accounting and finance cpas 122

Ryan Lazanis

SEPTEMBER 27, 2023

Offshoring: Here you are moving business processes and your in-house accounting team to another country, typically one with a lower labor cost structure. What makes offshoring unique is that you essentially maintain full control over the financial data processing, which might be interesting if you’re providing client accounting services.

bookkeeping 98

bookkeeping cpas quickbooks bookkeeping services 98

xendoo

FEBRUARY 23, 2022

As tax season looms, you may be wondering whether you should have an accountant prepare your taxes. In addition to considering how much an accountant costs , you’ll also want to consider how long an accountant will take to do taxes compared to trying to do it yourself. How Much Time Does it Take an Accountant to Prepare Taxes?

Tax 94

Tax tax preparation tax return Account 94

PYMNTS

JANUARY 25, 2019

San Francisco-based HostBooks is stepping into the small business (SMB) accounting software industry, announcing Thursday (Jan. In its announcement , HostBooks aimed to differentiate itself from industry leaders, including QuickBooks and Xero , by emphasizing its focus on automation.

quickbooks 69

quickbooks Account accountant accounted 69

Menzies

OCTOBER 14, 2022

Menzies LLP - A leading chartered accountancy firm. With Sage having discontinued Sage 50 Accounts and Sage 50cloud Accounts v26.2 at the end of September, and with Quickbooks Desktop due to be discontinued at the end of January 2023 – now could be the time to consider an update to your accounting software.

accounting system 52

accounting system Account accountant accounted 52

CPA Practice

APRIL 17, 2023

While the economy and supply chains may still have some hiccups related to the end of the pandemic, one thing is clear: The demand for the services of accounting, finance and tax professionals is growing strong. We call these tools that fill in the gaps or help increase your firm productivity, “specialty systems.”

quickbooks 130

quickbooks payroll Technology audit 130

Menzies

OCTOBER 14, 2022

Menzies LLP - A leading chartered accountancy firm. With Sage having discontinued Sage 50 Accounts and Sage 50cloud Accounts v26.2 at the end of September, and with Quickbooks Desktop due to be discontinued at the end of January 2023 – now could be the time to consider an update to your accounting software.

accounting system 52

accounting system quickbooks Account accountant 52

Ryan Lazanis

NOVEMBER 17, 2022

Every accounting firm owner knows that customer relationship management (CRM) is essential to success. Fortunately, there’s a lot of excellent software available right now that will help you stay on top of your game. What is a CRM for Accountants? Why Do Accounting Firms Use a CRM? Let’s go!

Account 52

Account accountant accounted quickbooks 52

xendoo

APRIL 19, 2021

Whether you’re brand new to online retail and trying to decide how to set up your eCommerce business, or you’ve been around a while and simply reached the point where your DIY accounting solution just isn’t cutting it anymore, Xendoo’s innovative suite of business offerings can help you. QuickBooks Online. Track income and expenses.

accounting system 52

accounting system quickbooks South Dakota Account 52

PYMNTS

DECEMBER 6, 2020

Practice management software provider ImagineTime , which works with accounting firms, has partnered with Mango Billing for a "next-generation practice management solution," according to a press release. New solutions include integrating with other back-office programs and open banking.

Account 67

Account accountant accounted quickbooks 67

Going Concern

SEPTEMBER 1, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. And while there’s been a lot of talk, what we haven’t seen…we haven’t seen any really good survey that says firms have truly done everything that they can do. Is your firm hiring?

Account 109

Account accountant accounted audit 109

Snyder

MARCH 8, 2023

If you’re running your accounting business and are looking to attract more clients, you probably noticed that the landscape has changed vastly. In this article, we’ll review how the working relationship between accounting clients and accountants and bookkeepers has changed and what the new challenges in this new market are.

bookkeeping 52

bookkeeping Account accountant accounted 52

xendoo

JANUARY 11, 2021

For many small business owners, accounting is definitely not their area of expertise. They know they’re probably making mistakes and missing opportunities that a pro would spot right away, but they don’t know if accounting services will save more than they cost. “How much do accountants charge for year-round bookkeeping services?”

Account 52

Account accountant accounted bookkeeping 52

Menzies

NOVEMBER 2, 2023

Menzies LLP - A leading chartered accountancy firm. Outdated accounting and operational systems We often find that the biggest barrier to the timing and accuracy of the reporting with clients in this sector is the manual operating and accounting systems that they tend to use.

Transportation 59

Transportation Technology accounting and finance accounting software 59

Basis 365

JUNE 13, 2023

Cloud-based accounting software has revolutionized how companies handle their financial tasks, making bookkeeping and financial management more accessible and convenient. QuickBooks Online (QBO) and Xero are popular platforms in this space. However, Xero's collaboration tools are particularly noteworthy.

Finance 52

Finance accounting and finance accounting software bookkeeping 52

PYMNTS

JANUARY 9, 2020

Following anxieties that robots would replace their jobs, small business (SMB) accountants are now on a path to potentially become more strategic partners with their SMB clients. “In many ways, the biggest pain point for accountants and small businesses is assembling the books in the first place,” he said.

Account 69

Account accountant accounted small business accounting 69

Ryan Lazanis

JULY 11, 2023

Do you want to attract top-tier talent for your staff accountant position? One of the things you must have is a compelling and comprehensive staff accountant job description that showcases what you can offer. Table of Contents The Strategy for a Good Staff Accountant Job Description What Does a Staff Accountant Do?

accounting jobs 40

accounting jobs accountant jobs accounts jobs Account 40

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

PYMNTS

DECEMBER 12, 2018

Small business (SMB) cloud accounting firm Right Networks has announced the acquisition of Propelware in an effort to connect its accounting technology to other areas of the enterprise. In a press release issued on Tuesday (Dec.

quickbooks 46

quickbooks accounting software small business accounting accounting firms 46

PYMNTS

APRIL 4, 2019

Australian small business cloud accounting firm MYOB is moving closer to an acquisition by private equity firm KKR, but in the meantime, the company is keeping up with market shifts. Amid the new requirements, Australia’s small business accounting technology market continues its own market shifts.

payroll 51

payroll accounting software small business accounting quickbooks 51

CPA Practice

SEPTEMBER 12, 2023

So a lot of that advisory work that had been outsourced to accounting firms, I think the private equity firms are going to bring back in with some of these technology platforms. Tankersley, CPA.CITP, CGMA 09:14 Well, they have interfaces with QuickBooks Online and Microsoft 365, zero and NetSuite.

audit 111

audit Technology auditor sage accounting 111

Snyder

NOVEMBER 1, 2022

Accounting software is the primary operational tool for bookkeepers and accountants. With a large selection of products available on the market, it’s possible to pick the one that best addresses the unique needs of your accounting firm and your clients. . Your accounting business.

accounting software 97

accounting software bookkeeping Account accountant 97

ThomsonReuters

AUGUST 3, 2021

But why are APIs so important to CPAs and how does an accountant learn about APIs if they don’t have a technical background? . About Ford Baker, CPA & CEO BaCo Tech & BaCo Group: Ford has over 35 years of experience in the accounting industry. As an accountant, please describe what an API is? .

CPA 59

CPA Technology cpas accounting software 59

PYMNTS

OCTOBER 1, 2018

1) included data from its latest survey, which also found that 45 percent of small businesses are operating without a bookkeeper or accountant. For instance, 72 percent of businesses surveyed said one person handles both human resources and accounting responsibilities. HR, just like accounting is a specialized field.

bookkeeping 43

bookkeeping accounting and finance accounting software quickbooks 43

xendoo

AUGUST 3, 2021

Some factors that affect what accountants charge include: . There are five different plans to choose from, depending on your monthly expenses, all of which come with a host of services including Xero accounting software, mobile apps, and consistent profit and loss statements to help keep your business on track. .

bookkeeping 98

bookkeeping bookkeeping services CPA accounting and finance 98

Ryan Lazanis

AUGUST 22, 2022

Looking for the best accounting practice management software for your firm? Good news, because this is the ULTIMATE accounting practice management software round-up post. Get to know the top accounting practice management software and why it is essential for your business. Key Takeaways. Client Hub.

Account 105

Account accountant accounted quickbooks 105

xendoo

SEPTEMBER 28, 2021

Chances are that your time is too valuable to spend clicking around in QuickBooks. Bookkeeping and accounting costs are influenced by the type of service being performed. Online accounting firms can provide a full range of financial services, including: Bookkeeping. Catch-up services. Business tax preparation. Tax filing.

bookkeeping services 52

bookkeeping services bookkeeping tax preparation CPA 52

Ryan Lazanis

MAY 4, 2023

Are you considering Jetpack Workflow to help your firm minimize administrative workload and standardize processes? If you’re still sitting on the fence about whether this accounting software is the right fit for your firm, this review might just be the deciding factor you’ve been looking for. Check it out!

Technology 52

Technology bookkeeping accounting software Tax 52

Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. I’ll also draw on my personal experience from selling my online accounting firm just a few years ago. Let’s go!

cpa firm 52

cpa firm CPA accounting and finance accounting firms 52

CPA Practice

SEPTEMBER 14, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, talk about how they keep up with the latest accounting, business, and advanced technology. Rick Richardson, I think has some of the best accounting technology insights. You know, we just had a beautiful conversation with Dan about what happened in accounting software over time.

Technology 59

Technology Kansas Tennessee Start-ups 59

Ryan Lazanis

SEPTEMBER 6, 2023

Navigating the ever-evolving landscape of accounting requires efficient client management, and that’s where client portals come in. Table of Contents What are Client Portals for Accountants? Table of Contents What are Client Portals for Accountants?

Account 98

Account accountant accounted Technology 98

CPA Practice

MAY 19, 2023

The accounting profession is undergoing a rapid digital transformation. As a result, embracing innovative technology tools is crucial for public practice accounting firms to stay competitive, streamline operations, and provide exceptional client service.

Technology 130

Technology accounting firms audit payroll 130

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). Why is Pricing Accounting Services Difficult? Pricing Accounting Services – 4 Steps to Follow. Why is Pricing Accounting Services Difficult? Fixed Pricing.

bookkeeping services 98

bookkeeping services Account accountant accounted 98

ThomsonReuters

APRIL 6, 2023

Whether you’re an accountant, a small business owner, or a professional working within an organization, understanding what accounts payable is and how it works is essential. As an important cash flow indicator, accounts payable is a sign of the health of a business. Often, accounts payable is abbreviated as “AP” or “A/P”.

accounts payable 52

accounts payable Account accountant accounted 52

xendoo

JULY 6, 2022

QuickBooks – the most flexible with advanced features. QuickBooks – the most flexible with advanced features. You can use QuickBooks to scan receipts, but it does much more than that. QuickBooks is accounting software that has other features that business owners may need. Go to Menu. Tap on Done.

quickbooks 64

quickbooks bookkeeping Expense Management accounting and finance 64

Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? In fact, these are the very steps that I followed to help take my heavily bookkeeping-focused accounting business from scratch to sale in only 5 years. You pick the date that makes the most sense for you and your accounting firm.

bookkeeping 98

bookkeeping bookkeeping services accounting firms Technology 98