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This webinar will be held on Thursday, December 5, 2024 at 1:00pm ET Sponsor: Canopy Software Duration: 1 Hour Register Now Join us for an insightful webinar designed to help accounting firms transform their workflows by first identifying and understanding their core and additional services.
You need a system to move you from idea to impact Velocity is an annual planning virtual retreat for bookkeepers and accountants who are SO DONE with task overwhelm, to-do list drama, and missing their goals every single year. In this webinar, Veronica will share her step-by-step process for conducting paid diagnostic reviews.
17, found that many of the 250 respondents —from accountants, bookkeepers, and directors of finance to business owners as well as managers—consider keeping up with changing sales tax laws to be their biggest compliance challenge. “At The survey, which was conducted from Oct.
Acuity founder Matthew May and Crypto Practice Manager Anthony Zepeda offer everything today's accountants and bookkeepers need to know about cryptocurrency. Signup for the webinar here.
Speaker: Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP
In this webinar you will learn: The top 3 reasons to embrace outsourcing. Join Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP, for this enlightening discussion on the ins and outs of outsourcing, and what it can do for your practice. How to determine if outsourcing is the right solution for your business.
Apps & Solutions Something that no webinar, demo or virtual conference can fully emulate is the unmatched experience of being able to research and compare various products, apps, and other tools, all under one roof with countless colleagues surrounding you who have actually implemented one or the other solution.
My colleagues at the National Society of Accountants for Cooperatives are offering a 75-minute webinar on Tuesday, August 23 to discuss the requirements and pitfalls in claiming Employee Retention Credits (ERC). Employee Retention Credits (ERC) (nsacoop.org). The cost is free to members and $56 to non-members.
This webinar will be held on Tuesday, June 11, 2024 Sponsor: Canopy Software Duration: 1 Hour Register Now CPE Course Description: This course offers a roadmap for starting and continuing to grow your own accounting or bookkeeping firm, with a focus on scalability and efficiency from the outset.
Accounting software is the primary operational tool for bookkeepers and accountants. What kind of bookkeeping do your clients usually require? Developers are working hard to make the life of accountants and bookkeepers easier. Best Accounting Software for Bookkeepers. For bookkeeping, this creates a transaction maze.
Speaker: Javier Goldin, Managing Partner at Goldin Group LLC
In this webinar you will learn: How important are face to face relationships for an accounting firm? And if so, how do you best execute? Join Javier Goldin, Managing Partner at the Goldin Group, LLC, for this enlightening discussion on the elements of engendering trust. How to engender trust with prospective client in a remote environment.
Check out the archive of January 2023's Crypto 101 for Accountants and Bookkeeperswebinar to find out! Cryptocurrency is continually evolving, that's why you need an expert who can not only understand the landscape but anticipate where it’s heading.
I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). We’ll show you how you can file a return with ease.
I am a passionate proponent of teaching bookkeepers what they need to know about taxes to be better at their jobs, coordinate and communicate effectively with their clients’ tax preparers, and level-up by providing value-added advisory services to their clients. You don’t even have to be a member to attend. 21, 2:00 p.m.
XBert, the future leading AI-powered software for bookkeeping and accounting teams, is now available in the UK. XBert helps bookkeepers and accountants work faster and smarter, thanks to its unique features that monitor data integrity, automate workflows, provide analytics and insights, and offer a white-labelled client portal.
What an incredible day it was, meeting the more than 750 accountants and bookkeepers who showed up to engage with the community, share their knowledge and expertise. While many Singaporean accountants and bookkeepers have already begun riding this wave with their clients, some have yet to take this first step. Adopt cloud accounting.
At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised. This, however, is a myth that needs busting. .
For accounting and bookkeeping partners this email will include a link to a list of subscriptions that your practice holds (note this will only include those subscriptions that will be moved). In the meantime, you can learn more about our new small business plans or plans for accountants and bookkeepers.
You may prefer to learn how to set up your small business in Xero through interactive webinars. We hear from our customers that the ‘Set up your small business in Xero’ webinar helps them understand the basics in an interesting and engaging way. .
As an accountant or bookkeeper, you will need to prepare yourself, your clients, and your practice for these changes. You’ll gain access to an on-demand webinar, an in-depth guide and a bespoke one-to-one consultation with an MTD expert. Xero is committed to supporting accountants and bookkeepers with MTD for ITSA.
I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.
I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.
Sure, we set up ‘ QA Business ’ to train and support SMEs, accountants and bookkeepers in accounting technology. While I still run that business 25 years later, my personal focus is really around education and communication with accountants and bookkeepers in terms of helping them build better, stronger, more fulfilling, businesses.
Alex Alexandrou, General Manager of Reckon, chats about emerging trends in bookkeeping and how to get a genuine edge. The scope for you to offer advisory services that align with your bookkeeping business has evolved significantly.
Mary Hennessy has operated her own bookkeeping business for over 24 years. We sat down for a chat with Mary just last week… How did you first get into bookkeeping and what led you to open your own business? I started my own business – All Organised Secretarial and Bookkeeping – 24 years ago, in 1999.
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. In my webinars on 1099 best practices , I illustrate that an hour during tax season is about 4 or 5 times as precious as one during the rest of the year.
Weve taken key questions from webinars, events, and conversations with our customers, and put them all in one place, so we can clarify any confusion you may have. We have a series of dedicated webinars aimed at helping you understand the intricacies of MTD, including demos of CCH iFirm MTD for Income Tax.
10 Partner on Webinars. #11 This keyword brings up a first search result from Bench, an online bookkeeping business: And then when I click on the link, I get brought to their article , where the blog post will look something like this: Circled in red above is a Call-to-Action (CTA) asking the reader to take some kind of action.
Examples Bookkeeping Is Like Golf One of my clients was traveling to a PGA tournament in California and would be near the course. While in her golf cart, she could discuss how golf is like bookkeeping. There are sand traps, water hazards, wind, and unpredictable elements, just like a company’s bookkeeping process.
For those on the Xero platform, collaborating with your accountant or bookkeeper is simple via the cloud. Visit Xero’s EOFY Resource Hub to learn more, and while you’re there, be sure to register for our upcoming webinar: Get your business ready for financial year end.
Accountants can earn CPE credits for live attendance of Patriot Software webinars, which are free to attend. CPAs looking for opportunities to maintain their professional competence can participate in a free Patriot Software webinar and receive one CPE credit per 50-minute session. Interested participants can register here.
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. Accounting Seed offers a continually updated Knowledge Base , which serves as a hub of information to help users navigate the platform easily.
Let’s take a deeper look at what these strategies are and how you can use them in finding accounting and bookkeeping clients. At the end of the webinar, you can include a very simple yes or no polling question that asks: “Do you want us to get in touch with you regarding help with anything discussed today?
Liz is a go-to person if you need a guest writer or a webinar/podcast contributor to talk shop. Then, she switches gears and dives into the fast-paced world of Going Concern, where she can put her marketing and content background to good use with what’s happening in the accounting world. Best of both worlds.
In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a member of the AICPA’s PFS Credential Committee.
Two thirds (67%) say existing tax clients and 45% say traditional bookkeeping and accounting clients have been their best conversion targets. Even better – get them involved by teaming up for co-marketing opportunities like events, articles or webinars.
Newsletters, webinars or promotions are a great way to stay top of mind. Automate Repetitive Tasks: Use tools like Xero or Cin7 Core to reduce manual labor costs associated with bookkeeping, inventory, and ecommerce management. Consolidate purchases to secure volume discounts or switch to more affordable suppliers.
Additional ways to highlight your firm’s value could include: • Payroll and bookkeeping services: Highlight the time savings you provide. • Or perhaps your firm strives to be proactive vs. reactive in serving clients offering quarterly check-in meetings, etc. Tax planning: Highlight the value-add expertise you provide.
This page also provides announcements for upcoming webinars, articles, reports, events, and other relevant information. Once your accounts are linked, Mazuma will automatically download those transactions and complete your bookkeeping and reconciliation service. This simple file structure is used to upload all of the files you send us.
You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Show how good bookkeeping is critical to their business to give them an accurate picture of their finances. A better approach is to build a reputation as an accounting expert.
New Year: New Goals -> Hire a Bookkeeper! Repurpose content you’ve shared previously, such as webinar playbacks (especially if they are monetized), downloadable pieces, checklist, tip sheets, and more. New Year: New Tax Brackets (post the bracket updates and why they are relevant for readers) d. QuickBooks a Mess?
AI-powered tools for finance and accounting organizations have been around for years, helping to automate data entry and bookkeeping, invoice processing, budgeting, and many other processes. Workshops and webinars conducted by industry experts and companies that specialize in AI can also be highly valuable.
Examples Bookkeeping Is Like Golf One of my clients was traveling to a PGA tournament in California and would be near the course. While in her golf cart, she could discuss how golf is like bookkeeping. There are sand traps, water hazards, wind, and unpredictable elements, just like a company’s bookkeeping process.
Remember, progressive accountants and bookkeepers such as the kind you’ll find at QBC – especially those who go year after year – are excited you’re there, and they want to help make your experience better. Tip One — PLAN AHEAD Attend a prep session webinar or podcast for individual insights. Remember to bring your ID.
Accountants, bookkeepers, and CPA’s. First and foremost, accountancy blogs are read by accountants, bookkeepers , and CPAs (Certified Public Accountants). With podcasts, webinars, and many other resources, you can educate yourself on various topics from taxes to practice management. Insightful Accountant.
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