Xero

MARCH 3, 2025

Im excited to announce that tickets are on sale now for Xerocon Brisbane! Introducing our new accounting and bookkeeping partner stages For the first time, we’re giving you a platform to share your expertise and insights with your partner community. The Xerocon wrap party!

Sales

Basis 365

JANUARY 14, 2025

At Basis 365, we provide outsourced accounting and bookkeeping services, acting as the accounting department for our customers. Our tagline, "Helping People Build Strong Businesses," underscores our commitment to empowering small businesses through reliable accounting and bookkeeping support. However, no business operates in a vacuum.

bookkeeping

inDinero Tax Tips

DECEMBER 12, 2024

But when its time to develop a budget for your startup or present progress to investors, youll need two foundational pieces: A bulletproof bookkeeping system A three-statement financial model Collectively, the income statement, balance sheet, and cash flow statement show your revenue, expenses, debt, equity, and cash flow over time.

accounts payable

Accounting Today

JUNE 26, 2025

The AI agents include: Accounting Agent: Automates bookkeeping and transaction categorization, and helps with reconciliation of the books. The homepage displays a set of customizable widgets with a business feed showing insights, recommendations, and summaries of the workflows and tasks completed by the AI agents.

quickbooks

inDinero Tax Tips

DECEMBER 4, 2024

Step 4: Project Revenue and Set Goals Many companies won’t have historical sales data to guide them, so this step involves making educated guesses based on the best available information. We learned that early-stage startups sometimes think they need a CFO when they really need an online bookkeeper.

tax preparation

Xero

JULY 23, 2025

The prospect of more sales and new opportunities is a huge motivator: recent Capital One research shows that Americans spend an estimated $32 million per day shopping on TikTok, and Precedence Research has valued the global social commerce market at USD$1.2 However, with rapid growth and evolving sales channels comes increased complexity.

accounted

Ronika Khanna CPA,CA

JULY 17, 2025

Journal entries can be perplexing for small business owners/non accountants, or accountants/bookkeepers in the early stages of their careers. In this post (and related video tutorial), my goal is to show you that they are relatively straightforward and, once understood, an incredibly useful bookkeeping tool.

quickbooks

Nancy McClelland, LLC

APRIL 5, 2025

This is how my Senior Accountant and I finally landed on Keeper a few years back which has been a game-changer for our CPA and bookkeeping firm and its what led me to Gusto payroll and Relay banking back in the day. Tantalizing freebie download for readers: an abbreviated version of our Bookkeepers Guide to Annual Reviews.)

accounted

Basis 365

MARCH 23, 2025

Automated Bookkeeping Reduced human error. Easily Add New Services Expand from bookkeeping to CFO-level guidance. By outsourcing, you free up time to: Improve customer experience Focus on sales and marketing Develop new products and services Strengthen business strategy Your time is valuable.

accounted

Analytix Finance & Accounting

JUNE 24, 2025

In this comprehensive guide, you’ll discover exactly how outsourced accounting services have evolved beyond basic bookkeeping into strategic financial partnerships. Bookkeeping Services Bookkeeping serves as the foundation of your financial management system, and it’s one of the most outsourced accounting functions.

accounted

SchoolofBookkeeping

JULY 9, 2025

Accounting Agent: ( Learn More ) The bookkeeper’s best friend. increased inventory costs, lower sales, etc.). Why Should Accountants & Bookkeepers Care? Mobile App Select AI Agents Interact with agents on the go. Mobile means multitasking—double-check before you tap "approve." Meet the Agents: Who Does What?

quickbooks

Basis 365

MARCH 23, 2025

Automated Bookkeeping Reduced human error. Easily Add New Services Expand from bookkeeping to CFO-level guidance. By outsourcing, you free up time to: Improve customer experience Focus on sales and marketing Develop new products and services Strengthen business strategy Your time is valuable.

accounted

Basis 365

MARCH 25, 2025

Staff accountants or bookkeepers usually handle this task, ensuring that each transaction is categorized correctly and entered into the appropriate accounts. Important transactions to record include: Matching deposits to sales activity Expenses incurred via the bank or credit cards Payroll costs 3.

general ledger

Mark Lee

JULY 8, 2025

– Suggesting how to categorise messy bookkeeping entries It’s often powered by LLMs, but focused on creation. Handy for speeding things up, especially when the blank page is staring back at you. Agentic AI – the self-starter junior Still a bit of a rising star, Agentic AI tools don’t just wait for instructions.

accounted

SchoolofBookkeeping

JUNE 4, 2025

” But as any experienced accountant or bookkeeper knows, the devil is in the details. Important: If you use a sales receipt set up as a recurring payment , it is treated as a key-entered transaction and charged at the higher keyed-in rate. Go to Sales, select Recurring Payment, then click Create Recurring Payment.

quickbooks

Basis 365

NOVEMBER 26, 2024

Gross profit is the revenue remaining after subtracting the cost of goods sold (COGS, for product-based businesses) or cost of sales (COS, for service-based businesses). That said, you need to find the break point before your increased price decreases new sales and has the inverse effect. Pay bills early if there is a discount.

Non-Profits

CPA Practice

JUNE 11, 2025

Jason Bramwell Outsourced accounting and artificial intelligence bookkeeping software provider Integra Global Solutions this week launched its AI Answering Services, an always-on receptionist solution tailored exclusively for accounting firms. simplify sales tax calculation and filing.

accounting firms

Accounting Seed

NOVEMBER 21, 2024

Understanding accounting needs for nonprofits Bookkeeping, grant funding, payroll, taxes, audits—these are just some of the most common challenges that nonprofit organizations face on a regular basis. Sales Cloud, Revenue Cloud, or Service Cloud).

accounting software

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate

CPA Practice

JUNE 30, 2025

million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions. million – $4,999,999 $5 million – $10,000,000 Over $10 million Consent Policy (Required) By downloading this content, you agree to our Terms and Conditions.

Technology

Basis 365

NOVEMBER 19, 2024

The role of a fractional CFO extends far beyond traditional outsourced bookkeeping services or accounting tasks. At this stage, many businesses turn to outsourced accounting or outsourced bookkeeping services for help. What Does a Fractional CFO Do? Ready to take control of your business finances?

bookkeeping services

Shay CPA

JULY 28, 2025

Reduce reliance on spreadsheets by configuring deferred revenue management and automated sales tax—so multi‑year contracts don’t become a headache. If you’re a founder or finance leader looking to upgrade your month‑end close, bookkeeping, and reporting processes, our QuickBooks‑certified experts are here to help.

quickbooks

Basis 365

APRIL 7, 2025

Scaling a business isnt just about increasing sales or expanding your team, it requires a solid financial foundation to navigate successful growth. Gross Profit Margin Gross profit margin represents the percentage of revenue remaining after deducting your direct costs, like cost of goods sold (COGS) or Cost of Sales (COS).

accounted

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate

Going Concern

JANUARY 22, 2025

According to the indictment, Jerkins, a Certified Public Accountant, owned Jerkins Business Solutions (JBS) which provided tax preparation, bookkeeping, and payroll services, among other accounting and financial services, for individuals and businesses since 2015. JBS was a sole proprietorship, and Jerkins controlled its bank accounts.

Tennessee

Basis 365

JUNE 25, 2025

Sales are climbing, your team is growing, and you're juggling way more Slack messages than you used to. TLDR; Key Takeaways Financial visibility is more than bookkeeping, it means having real-time insight into cash flow, burn, and forecasting. Here’s the thing, bookkeeping is not the same thing as financial visibility.

accounting and finance

Nancy McClelland, LLC

MARCH 7, 2025

If youre deep in the trenches of tax filings, bookkeeping clean-ups, and client questions that couldve-been-Google-searches, you know the struggle is real. We lean hard into creating bank rules, automating recurring transactions and payments, and using third-party syncs with Point of Sale and Project Management systems.

Technology

Accounting Today

JULY 25, 2025

The Sales Agent delivers around-the-clock support across all geographic areas and time zones to small businesses applying for capital and proactively engages with businesses that abandoned an application.

Technology

SkagitCountyTaxServices

MARCH 6, 2025

So, if you made at least 5K in sales last year through card payments or TPSOs, a 1099-K from each payment platform should have landed in your physical or digital mailbox by January 31st this year (after they file the form with the IRS). ALSO note that your 1099-K only reports gross sales. – Tax year 2025 (reporting in 2026): 2.5K

tax return

Reckon

JANUARY 22, 2025

Small businesses mustnt get complacent in preparing for EOFY, as youll be juggling your own commitments while vying for time with your bookkeeper or accountant, just as every other business will be. Breaking this down with the SMART framework would look like this: S: Increase sales revenue by 10% with new product/s.

payroll

Basis 365

APRIL 14, 2025

Benefits of this flexibility include: Customized Services Businesses can choose which accounting functions to outsource, whether it's bookkeeping, financial reporting, or CFO-level advisory services. Marketing and sales strategies. Outsourced accounting can help your business scale as needed. Customer relationship management.

accounted

Going Concern

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate

Going Concern

JUNE 5, 2025

TAX & ACCOUNTING CANDIDATES FTE Tax and Accounting / Senior | Candidate ID #18173947 Certifications: CPA Education: BBA Finance Experience (years): 5 years accounting and tax experience Work experience (detail): All in public accounting 6 tax seasons experience, 3 working remotely Prepared complex returns for HNWIs, partnerships, S and C Corps (..)

Real Estate

CPA Practice

JULY 16, 2025

5000 fastest-growing firms list for three consecutive years, SAOS offers a flexible outsourced accounting model tailored to a business’s needs and financial requirements, including full or part-time bookkeeper, accountant, controller, or CFO. Founded in 2012 and recognized on the Inc.

Technology

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate

Going Concern

JANUARY 2, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)

Real Estate

Accounting Today

JULY 11, 2025

On July 23, the company will be at the CICPAC Annual Conference to talk about "Advanced Lease Accounting for Construction: Tackling Sale-Leasebacks, Incentives and Acquisitions." On July 17, the company will be at CPAmerica 2025 A&A Conference to discuss "Real Life, Real Leases: ASC 842 Examples in Crunchafi Lease Accounting."

Technology