CPA Practice

FEBRUARY 9, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the Acumatica Summit, which they attended in Las Vegas in late January. So they would look at how many checks you wrote how many general ledger entries you made, how many, how many invoices you sent, and all kinds of other things like that, they would come up with a number.

Technology 64

Technology Account accountant accounted 64

Shay CPA

DECEMBER 27, 2023

Finally, export and download the following to add to your file: General ledgers Financial statements Accounts payable Accounts receivable Obviously, you can’t just lock the door and walk away. Here’s What You Need to Know appeared first on Shay CPA. When you’re closing a tech company, there’s a lot you need to get handled.

general ledger 52

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CPA Practice

SEPTEMBER 12, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Audit Sight , a technology platform that eliminates manual work for auditors, diligence and private equity providers by automating financial transaction verification. Use the podcast player below to listen. But it’s all inside the platform.

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CPA Practice

MAY 26, 2023

With an experienced and trusted tax professional providing assistance, you can resolve the matter expeditiously.

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CPA Practice

MAY 25, 2023

With an experienced and trusted tax professional providing assistance, you can resolve the matter expeditiously.

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audit general ledger income tax tax return 130

CPA Practice

JANUARY 23, 2024

This complementary pairing can help organizations collaborate across tax, finance, and other operational areas; collect and manage data from various source systems, including the general ledger, subledgers, and more; and better model future impacts of the new requirements. International tax compliance is incredibly complex.

general ledger 59

general ledger Technology Finance Tax 59

Shay CPA

DECEMBER 7, 2022

General ledgers. The post Shutting Down a Tech Company – Some Tax/Accounting Tips appeared first on Shay CPA. Here at ShayCPA, we’ve seen countless examples of founders not filing FINAL tax returns and consequently finding out later on that they left multiple tax periods open. Don’t let that happen to you.

tax accountant 59

tax accountant Tax tax return Account 59

Snyder

NOVEMBER 29, 2022

To even be eligible for consideration, a product must: have at least 20 unique user reviews in the last 24 months; be a stand-alone Small Business Accounting software product; offer the following features: For Small Businesses; Accounts Payable; General Ledger; Accounts Receivable.

E-commerce 52

E-commerce small business accounting software general ledger small business accounting 52

CPA Practice

AUGUST 3, 2023

BlackLine’s quick time-to-value 5-Day Fast Track includes: Implementation of BlackLine’s Modern Accounting Playbook (MAP) for Financial Close offering including Task Management, Account Reconciliations, and Transaction Matching solutions Set-up of a connector for ERP platforms most commonly used by midsize companies Data integration from multiple sources, (..)

general ledger 52

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CPA Practice

MARCH 4, 2024

For instance, an intelligent general ledger anomaly detector can analyze a company’s ledger data to identify irregular transaction clusters or booking patterns and extract data outliers for more investigation. As such, auditors can use AI capabilities to support risk detection.

auditor 69

auditor audit general ledger Technology 69

Going Concern

SEPTEMBER 25, 2023

In that capacity, Urban was responsible for maintaining the company’s general ledger, preparing financial statements, and reconciling the company’s accounts payable and receivable and bank statements. Therefore, there were no controls that could be evaluated.”

tax preparation 98

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CPA Practice

OCTOBER 3, 2023

But with Billy the Bot now performing such time-consuming manual tasks as coding invoices to the correct general ledger accounts, the AP team has seen their responsibilities shift to projects that add much greater value to the business. Today, we think of Billy as a team member, not an AI.

AP Automation 59

AP Automation Technology Accounts Payable Automation accounts payable 59

Accounting Seed

JULY 21, 2022

You’ll be able to track all the financial data that forms the lifeblood of a startup, including revenue, expenses, payroll, and general ledger. For example, only a CPA can draw up audited financial statements for a publicly traded company. And as the old saying goes, what gets measured gets improved. Pay Vendors on Time.

accrual accounting 52

accrual accounting Account accountant accounted 52

ThomsonReuters

MAY 12, 2022

If your business has been selected for an audit, consider using a specialist, such as a CPA, a sales tax expert, or a tax professional who specializes in state and local taxes (SALT). Be prepared to produce additional financial documents, including general ledgers and sales journals. can help ensure a smooth process.

audit 105

audit Sales Tax auditor 105

CPA Practice

SEPTEMBER 28, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, talk about the latest advances in rapid close / financial close software. So if we’re thinking about this, these tools do things like they’ll match up the transactions between the bank statement and general ledger and show you the exception.

Technology 52

Technology accounting software general ledger Account 52

CPA Practice

JUNE 29, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits. Use the podcast player below to listen. Transcript is below the podcast player.) Podcast Transcript (Add apx 10 seconds to time stamps due to intro.) Randy Johnston 00:03 Well, good day. Welcome to Technology Lab.

Technology 52

Technology audit general ledger Start-ups 52

Snyder

DECEMBER 21, 2022

Among the features you can find: Cash management; Forecasting; Income & Balance sheets; Multi-department project management; Asset management; General ledger; Profit & Loss statements. NetSuite – Financial planning and budgeting software for mid-sized and enterprise businesses.

quickbooks 72

quickbooks NetSuite E-commerce accounting and finance 72

Ryan Lazanis

JULY 11, 2023

Advanced degrees and designations such as a Master’s in Accounting, CPA, or an MBA can give candidates an edge. Here are my recommendations of the things you need to look out for: 1. Academic Background A bachelor’s degree in accounting, finance, or a related field.

accounting jobs 40

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Snyder

SEPTEMBER 20, 2022

However, the account reconciliation process usually takes place at the end of the accounting period to ensure the general ledger account balance is complete and accurate. Checking account reconciliations generally requires two pieces of data to match. Account Reconciliation Process Step #1: Checking general ledger.

general ledger 98

general ledger Account accountant accounted 98

Ronika Khanna CPA,CA

JUNE 25, 2021

Make sure to export all relevant reports and data since inception of your business, before deprecating your account, including: Balance sheets by fiscal year Profit loss by fiscal year General ledger since inception Trial balance by fiscal year Accounts payable details Accounts receivable details Supplier, customer, employee lists Sales tax details (..)

payroll 52

payroll general ledger accounting and finance Legal 52

MazumaBusinessAccounting

MAY 27, 2021

Luckily, Ben Sutton, Mazuma’s co-founder and CPA, took the time to explain how an income statement and balance sheet work. Or they can help you decide if it’s time to expand your business. As helpful as financial reports are, they can only help you if you understand how to read them.

Entertainment 98

Entertainment Tax accounting degree accounting and finance 98

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 122

Technology accounting and finance Tax CPA 122

TaxConnex

NOVEMBER 29, 2022

Consider using a specialist such as a CPA or sales-tax expert. You can expect to provide copies of your filed returns and supporting data (including sales journals, exemption certificates and general ledger data supporting the returns).?There’s It happened. You received a sales tax audit notice from a jurisdiction.

audit 184

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Going Concern

MARCH 17, 2023

Restoring Exam credits expired during COVID would help address CPA shortage [ AICPA ] The accounting profession is confronted with a talent shortage, and reinstating CPA exam credits that have expired since January 1, 2020, could have an immediate impact on our CPA pipeline.

Government 83

Government Gambling audit CPA 83

Snyder

AUGUST 12, 2022

Those wishing to work for larger companies pass the examination necessary to become a CPA, a Certified Public Accountant, who can represent their clients before the IRS, work for a public company, and assist with an array of official bureaucratic and financial matters on all levels. Otherwise, you can outsource accounting to a CPA firm.

bookkeeping 98

bookkeeping Account accountant accounted 98

Snyder

JUNE 20, 2022

You can choose how to deal with your small business accounting, several options are available: Employ a full-time specialist to cover your bookkeeping and accounting needs; Outsource accounting to an independent CPA or an accounting firm. Set up a general ledger. So let’s proceed to small business accounting basics.

accounting basics 52

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CPA Practice

OCTOBER 19, 2023

Transfer job cost and general ledger data to existing ERP. Automate applying prevailing wage and fringe rates for government funded projects. Manage and assign union wages and benefits. Create Certified Payroll and Union reports within the system.

Construction 119

Construction payroll general ledger payroll tax 119

Anders CPA

JULY 12, 2022

While there is a lot of useful information in the accounting records, there is also a lot of evidence that is contained outside of the debits and credits of the general ledger. The post What to Expect During a Fraud Examination appeared first on Anders CPA. CONTACT ANDERS.

forensic accounting 97

forensic accounting general ledger tax return Start-ups 97

CPA Practice

MAY 26, 2023

With NetSuite for Government, agencies can automate: Core Fund Accounting: Helps agencies to efficiently manage finance and accounting with integrated general ledger, accounts receivable, accounts payable, cash management, statistical accounting, allocation schedules, and real-time reporting capabilities.

NetSuite 52

NetSuite Government general ledger Approval Workflows 52

CPA Practice

JANUARY 5, 2024

Randy Johnston and Brian Tankersley, CPA, review Zoho Practice , a complete practice management software that streamlines accountant workflows for enhanced efficiency, collaboration, growth, and exceptional client service. Zoho has an accountant program that is zoho.com/cpa. Use the podcast player below to listen.

Technology 40

Technology Account accountant accounted 40

Ryan Lazanis

SEPTEMBER 1, 2023

With so many banks and credit card transactions occurring throughout the day, it’s important to have an app that integrates well into online accounting software for small business owners to send data from their POS to their general ledger. 110) Simple Salon I’m a sucker for a cpa firms that niches well.

accounting software 98

accounting software quickbooks Account accountant 98

CPA Practice

JULY 6, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance. And like said it, it almost seems like the kind of consultation I might have if I was leading a CPA firm tech committee retreat, and we were trying to look at the systems they’re using and figure out where they need to go.

Technology 98

Technology Government audit quickbooks 98

Snyder

OCTOBER 19, 2022

into the accounting general ledgers like QuickBooks Online (and more) without overloading them with excessive data. The Daily Summary feature allows the import of summarized daily totals of transactions from multiple sources, such as Stripe, PayPal, Amazon, Shopify, BigCommerce, Clover, etc.,

bookkeeping 97

bookkeeping E-commerce Sales general ledger 97

CPA Practice

SEPTEMBER 23, 2023

Auto ERP Sync and Reconciliation : Expense-based transactions and reimbursements are automatically captured, processed and categorized by general ledger (GL) expense type for better visibility and are automatically reconciled at the entity GL level within the ERP system.

Expense Management 45

Expense Management Technology Finance Approval Workflows 45

Snyder

DECEMBER 22, 2022

We introduced the long-anticipated Daily Summary feature that imports summarized daily totals of transactions from multiple sources to the accounting general ledgers without overloading them with excessive data. Daily summary sync. The system creates a single summarized journal entry for each integration every day.

E-commerce 52

E-commerce quickbooks general ledger small business accounting software 52

Snyder

NOVEMBER 1, 2022

Apart from your standard accounting features, Freshbooks provides Industry-standard double-entry accounting which supports a host of records, such as Cost of Goods Sold (COGS), General Ledger, Bank Reconciliation, Bank Sheets, and many others. It ensures that your debits and credits are accurately recorded.

accounting software 97

accounting software bookkeeping Account accountant 97

Snyder

NOVEMBER 16, 2022

At this point, a business owner can decide what level of access to give to an accountant or a CPA firm helping with accounting and taxation. Do you prefer to do your bookkeeping in-house and turn to a CPA for financial consulting and tax filing? Do you outsource your accounting to a CPA firm (it’s a common case for small businesses)?

accounting software 52

accounting software Account accountant accounted 52