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Docyt Launches an AI Bookkeeper for SMBs

CPA Practice

Docyt, a provider of AI-driven accounting automation technology, unveiled an AI bookkeeper called GARY ( G enerative A ccounting R etrieval s Y stem) for small and medium-sized businesses (SMBs). The AI bookkeeper also integrates with QuickBooks, which gives SMBs the ability to use AI without abandoning their existing financial workflow.

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How Much To Charge For Bookkeeping Services (Complete Guide)

Ryan Lazanis

Do you know how to price your bookkeeping services? The post How Much To Charge For Bookkeeping Services (Complete Guide) appeared first on Future Firm. This guide helps you find the sweet spot to grow your business and please clients.

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How Bookkeepers & Accountants Can Overcome Imposter Syndrome

Nancy McClelland, LLC

The inspiration for the episode came when I heard Adam speak on Veronica Wasek’s 5-Minute Bookkeeper Facebook group (a must-follow if you’re a bookkeeper, in my opinion). I also shout-out colleagues Hope Brown , the Tax-Minded Bookkeeper, and Mariette Martinez of Master Your Books.

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Celebrating Global Bookkeeping Week

Xero

It’s Global Bookkeeping Week, an annual tradition that recognises bookkeepers from all corners of the globe and a worthy cause for celebration at Xero. From 6-10 November 2023, this dedicated week will see tens of thousands of bookkeepers take a moment to reflect on their incredible contributions to the small business community.

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Simplify Your Business Finances with Dedicated Bookkeeping Services

Managing bookkeeping and tax can be challenging for businesses of all sizes. With personalized, dedicated bookkeepers and controllers, our platform ensures accurate monthly books and financial statements delivered by the 10th business day of each month.

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The Difference between Bookkeeping and Accounting

SMBAccountant

Bookkeeping and accounting are often used interchangeably when describing a process of recording financial transactions for a business, but they are not the same functions. None of these tasks are done by bookkeepers. Cost accountants deal in allocating costs expenses to specific products, jobs, contracts, etc.

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2024 Pricing Strategies & Insights for Accountants & Bookkeepers

Accounting Insight

The accounting and bookkeeping industry has always been dynamic, with constant changes in regulations, client expectations, and technology. These are questions that every accountant and bookkeeper should be asking as we move into 2024. These are questions that every accountant and bookkeeper should be asking as we move into 2024.

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How to Elevate Your CPA Services and Grow Your Business

With Fincent, you can focus on high-value services while we handle the day-to-day bookkeeping tasks. Our platform provides real-time financial reports, cash flow tracking, automated posting of banking transactions to reduce errors, and powerful search capabilities.

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Digital Transformation in Accounting: Why It’s Essential for Modern Firms

Fincent: The Game-Changer Fincent provides an automated solution for simplified bookkeeping, real-time insights, and secure data management, empowering firms to focus on growth. Train your team to leverage new technologies. Use data analytics for deeper client insights. Conclusion: Digital transformation is crucial for success.

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Rethinking the Concept of the Employee: How Outsourcing Can Help Grow Your Accounting Business

Speaker: Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP

The very mention of the word "Outsourcing" is enough to send shivers down the employee spine. However, this gut reaction - while understandable - is merely based on misconceptions. Outsourcing does not necessarily mean mass layoffs and transplanting offshore.

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10 Pragmatic Guidelines to Inspire Trust in Your Accounting Firm During COVID Times

Speaker: Javier Goldin, Managing Partner at Goldin Group LLC

The accounting profession has been moving from transactional to advisory work. Advisory work is based on relationships and an ongoing dialogue. The pandemic has forced many firms into a remote environment. The implicit trust of a face-to-face interaction is gone.

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Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

Accountants are the “Trusted Professionals.” As trusted professionals, clients “expect” us to deploy best practices around privacy and security. Most importantly they count on us to protect their data that they entrust to us. The recent pandemic forced change onto our profession.

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Change Your Mindset: The Key to Growing Your Accounting Practice

Speaker: David Bergstein, Chief Innovation Officer at Bergstein CPA

In the accounting profession, the post-COVID business model is surely on everyone's minds. Unmistakably, the way to forge ahead will look different than in years past. The biggest mistake that a majority of companies are making in regard to growth is holding onto old conventions, paradigms, and practices.

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Crafting Your Accounting Innovation Strategy

Speaker: Donny C. Shimamoto, CPA.CITP, CGMA

Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it?

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A Quick Historical Bookkeeping Cleanup

Historical bookkeeping clean-up is like an archaeological dig for financial documents. In this article, we will walk through all that historical bookkeeping clean-up entails. In this article, we will walk through all that historical bookkeeping clean-up entails.