Nancy McClelland, LLC

FEBRUARY 9, 2024

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.

tax preparation 105

tax preparation bookkeeping Education CPA 105

Reckon

JULY 24, 2023

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.

bookkeeping 52

bookkeeping bookkeeping software Education Technology 52

Xero

MARCH 19, 2024

Pay runs in particular need to be easy and efficient for you, as well as your accountant and bookkeeper. There’ll be more updates to come, but in the meantime if you’d like to know more about any of these enhancements, don’t forget to register for one of our Xero Payroll webinars.

payroll 85

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CPA Practice

MAY 10, 2023

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.

payroll 59

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Xero

NOVEMBER 23, 2022

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.

bookkeeping 80

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Xero

MARCH 11, 2024

We really appreciate the support of the sole traders and our accounting and bookkeeping partners who have been using the app during this free period. Current Xero Go users can register for a free webinar on alternate Xero Solutions here. What do Xero Go customers need to do?

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Xero

NOVEMBER 2, 2022

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. .

Education 96

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CPA Practice

APRIL 29, 2024

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.

Education 118

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Xero

MARCH 18, 2024

Cloud-based software for accountants and bookkeepers can automate daily bookkeeping tasks and provide you with accurate and reliable transaction data for clients. This essentially means you’re filing two returns per client, each year. If this sounds overwhelming, rest assured that there are tools to help you tackle the admin.

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CPA Practice

JULY 13, 2023

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.

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Nancy McClelland, LLC

AUGUST 15, 2022

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.

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cpa firm bookkeeping CPA Education 19

Snyder

NOVEMBER 17, 2022

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.

Account 52

Account accountant accounted bookkeeping 52

Xero

NOVEMBER 11, 2022

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.

income tax 75

income tax Tax bookkeeping Education 75

Accounting Insight

DECEMBER 7, 2023

Perhaps you can look to the time when bookkeeping moved online and create a role similar to the ‘Cloud Champions’ of old. Attending webinars and being well read on these issues will ensure your firm is not on the back foot, allowing rivals to offer stronger advice. Whichever approach you choose, it’s essential to be informed.

Technology 59

Technology Account accountant accounted 59

Going Concern

NOVEMBER 20, 2023

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.

Account 103

Account accountant accounted Tax 103

CPA Practice

JULY 10, 2023

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.

accounting firms 74

accounting firms bookkeeping Account accountant 74

Ryan Lazanis

MAY 17, 2022

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.

Account 98

Account accountant accounted accounting firms 98

CPA Practice

JANUARY 18, 2024

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?

CPA 111

CPA income tax quickbooks Tax 111

Nancy McClelland, LLC

JANUARY 15, 2023

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin.

tax preparation 52

tax preparation Tax bookkeeping Wisconsin 52

Xero

MAY 24, 2023

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.

bookkeeping 91

bookkeeping Tax payroll Account 91

ThomsonReuters

OCTOBER 31, 2023

Webinar Discover how generative AI is changing the accounting industry in a new webinar. AI is often instrumental in helping to identify errors and improve the overall accuracy of financial statements and reports, while streamlining and standardizing workflows. Can AI do accounting?

accounting jobs 52

accounting jobs accountant jobs accounts jobs Account 52

Ryan Lazanis

JULY 21, 2022

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?

Account 98

Account accountant accounted bookkeeping 98

MazumaBusinessAccounting

JUNE 3, 2020

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.

bookkeeping 59

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Nancy McClelland, LLC

NOVEMBER 8, 2023

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.

quickbooks 98

quickbooks bookkeeping Start-ups Account 98

PYMNTS

JUNE 9, 2020

The software firm said the initiative is inspired by a Collaborative Accounting approach that has accounting professionals and their small business clients working in connection as a team and sharing bookkeeping work, according to an announcement. It sets the stage for success.”.

North Carolina 52

North Carolina Account accountant accounted 52

CPA Practice

DECEMBER 19, 2023

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.

accounting and finance 121

accounting and finance Finance Account accountant 121

CPA Practice

JULY 27, 2023

Bookkeeping : Regular bookkeeping tasks such as data entry, managing accounts payable and receivable, and reconciling bank statements can be quite time-consuming, especially for larger clients with complex financial situations. Unique Insights Organize webinars and guest lectures by industry leaders and subject matter experts.

Technology 98

Technology audit Education accounting and finance 98

SchoolofBookkeeping

NOVEMBER 4, 2021

Introduced last year, Month-End Review is the first-ever end-to-end workflow that’s built inside accounting software specifically to deliver the books each month, breaking the bookkeeping flow into three steps: transaction review, account reconciliation, and final review. based support by December, and Silver members by early next year.

quickbooks 52

quickbooks Account accountant accounted 52

ThomsonReuters

FEBRUARY 2, 2022

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.

accounting firms 98

accounting firms Account accountant accounted 98

Accounting Insight

SEPTEMBER 2, 2022

Consider running training sessions tailored to the level of client involvement – for example, one session for clients who won’t have any involvement in their bookkeeping and quarterly filings, another for those who will pick up some elements, and another for clients who will do all of it. Communicate your pricing.

income tax 72

income tax Start-ups bookkeeping accounting software 72

xendoo

MARCH 17, 2022

Examples include: Seminars and webinars related to your field. Consider partnering with an online bookkeeper to track your home office expenses each month, so you can maximize your return with minimal effort! . Xendoo delivers accurate online bookkeeping , so business owners can stay compliant and maximize their tax savings!

business tax 59

business tax Tax bookkeeping Education 59

Nancy McClelland, LLC

NOVEMBER 8, 2023

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.

quickbooks 52

quickbooks bookkeeping Start-ups Account 52

ThomsonReuters

MARCH 14, 2023

Automate routine bookkeeping tasks with Checkpoint Edge Ready to expand your client list or increase the number of services you offer? Checking in with Checkpoint Edge’s on-demand training and webinars will quickly show you how to automate repetitive and mundane tasks. We have done it for you.

Tax 59

Tax bookkeeping Start-ups Account 59

Mark Lee

FEBRUARY 20, 2024

Learn how to use Linkedin effectively – without the hype This coming Thursday morning 22nd Feb I am running a 90 minute very focused, commercial and practical webinar “How accountants and bookkeepers can effectively master Linkedin” I wasn’t planning to discuss the verification process unless anyone asks me about it – (..)

bookkeeping 52

bookkeeping Account accountant accounted 52

SchoolofBookkeeping

NOVEMBER 20, 2023

It's important to note that the target audience of this product is the full charge bookkeeper who is still using QuickBooks desktop to manage their client files who are relatively low transactions or a non-entity division. I did have Kat join us to discuss these features in detail on a recent QB Power Hour Webinar.

quickbooks 52

quickbooks E-commerce payroll Real Estate 52

Xero

JULY 13, 2023

Clients benefit from valuable insights through emails, social media posts, podcasts, seminars, and webinars,” explains Aludia. Thinking outside the box Sempar invests in the development of their team and actively transfers that knowledge through various channels.

Technology 81

Technology Tax Account accountant 81