PYMNTS

SEPTEMBER 27, 2020

Lightyear Capital , the New York-based private equity firm working in the fields of financial services, has established ProfitSolv to acquire integrated solutions for billing, payments and software services, a press release says. ProfitSolv has been focused on acquiring firms in fields such as consulting, architecture and engineering.

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CPA Practice

NOVEMBER 9, 2023

Financial and tax software maker Intuit has added new updates to its professional line of products and services, including Intuit Tax Advisor , Intuit ProConnect Tax , Intuit Lacerte Tax , and Intuit ProSeries Tax , for the upcoming tax year. Coming soon in ProConnect Tax ** Prep for Taxes (New!

Real Estate 52

Real Estate tax return quickbooks Tax 52

Going Concern

JUNE 16, 2023

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Accountants love their jobs. While you’re here, subscribe to our newsletter to get the week’s top stories in your inbox every Tuesday and Friday.

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Technology quickbooks accounting and finance Tax 98

CPA Practice

MARCH 15, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, talk about the most productive and cost-efficient ways to use Microsoft 365 in public accounting firms. And that just isn’t well as granddaughter in New York City says, grandpa, that not be the plan. March 2024. The last I knew on that Brian was it was seven.

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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.

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Snyder

OCTOBER 12, 2022

This article might be useful for those choosing their career path in accounting or aspiring to change jobs as well as for owners of businesses who are considering various accounting solutions for their business. Current situation in the accounting industry. Accounting solutions. Bookkeeper vs accountant.

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CPA Practice

FEBRUARY 23, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. Randy Johnston 00:10 Today, welcome to the accounting Technology Lab. So flow, for example, and the BI tool, already have integrations with QuickBooks Online, and a lot of other applications that you might use.

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Technology Account accountant accounted 115

CPA Practice

FEBRUARY 22, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor. Randy Johnston 00:10 Today, welcome to the accounting Technology Lab. So flow, for example, and the BI tool, already have integrations with QuickBooks Online, and a lot of other applications that you might use.

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Technology Account accountant accounted 110

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

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CPA Practice

APRIL 29, 2024

During the Intuit Accountants “Better Together” event in New York City, the Intuit ProTax Group brought together tax professionals and industry thought leaders. Chris Picciurro, founder of Teaching Tax Flow , articulated the high cost of demanding accounting jobs. Struggling to recruit and retain high-quality employees.

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CPA Practice

MAY 28, 2024

at the close Friday in New York, the biggest single-day decline since May 5, 2022. Goodarzi also highlighted that TurboTax gained share among people who traditionally have hired an accountant to handle their tax returns. It also lost market share with low-paying customers. The shares fell 8.3% to $606.99 The stock has dropped 2.9%

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PYMNTS

NOVEMBER 23, 2016

I went to insurance school (that’s not really what it’s called, but that’s what I call it) in order to be an agent to sell property and casualty insurance in the state of New York. There’s obviously Intuit and QuickBooks that have also done the same thing for accounting.

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Start-ups New York quickbooks Technology 70

Going Concern

JANUARY 26, 2024

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. Comments are closed on Friday Footnotes and the Monday Morning Accounting News Brief by default. Indeed, trust is not built on mitigating risks alone. million from the federal government.

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CPA Practice

AUGUST 31, 2023

Add the retirement conversation to your advisory agenda : Often, clients don’t know what to expect from their accountant or an advisory relationship. Advise your client throughout the year on strategies such as estimated tax payments, early withdrawals from retirement accounts, and the max income limits to qualify to contribute to a Roth IRA.

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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.

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CPA Practice

OCTOBER 27, 2023

Randy Johnston 07:54 Yeah, and you know, I’m smiling because I was pleased to be with you, and you bought that satellite, you know, unit in New York City. Okay, so so when I talked about this, I come from an exp recent experience of having experienced one of those moments where I didn’t have what I needed. And I was in a bad spot.

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CPA Practice

OCTOBER 25, 2023

Randy Johnston 07:54 Yeah, and you know, I’m smiling because I was pleased to be with you, and you bought that satellite, you know, unit in New York City. Okay, so so when I talked about this, I come from an exp recent experience of having experienced one of those moments where I didn’t have what I needed. And I was in a bad spot.

Technology 59

Technology Start-ups audit quickbooks 59

Going Concern

APRIL 10, 2023

Smaller accounting firms have asked Big 4 to share their expertise [ FT ]: Smaller rivals have called on the UK’s Big Four accounting firms to share their audit expertise and technology, but partners at the big firms say they fear being accused of breaking competition law if they do so. Will technology solve the accountant shortage?

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PYMNTS

OCTOBER 7, 2020

Taking a step back to address what’s happened so far, Bar noted that Melio bills itself as an “accounts payable experience” that is designed for small businesses based in the United States. In a nod to payments flexibility, Melio offers a (free) digital accounts payable and receivable solution for small companies. “At Never to return.

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PYMNTS

FEBRUARY 1, 2021

Today in B2B payments, TD Bank forms the new Commercial Bank, FLEETCOR acquires Roger, and City National Bank pairs up on virtual corporate cards. Plus, OnPay strikes accounts payable partnership and an OECD digital tax deal looms. FLEETCOR Buys AP Platform Provider Roger. Terms of the transaction were not disclosed.

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