CPA Practice

MARCH 29, 2023

In addition, presentations were given on Corvee Tax Planning by Andrew Argue and ChatGPT by Becky Livingston. Other providers to the profession represented included Zoho’s CPA program by Val Steed & Nathan Rodgerson and Avalara by Sona Akmakjian & Brian Austin.

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Technology CPA tax planning quickbooks 114

Ryan Lazanis

MARCH 14, 2023

If you’re curious how much your firm is worth and how to increase your firm’s valuation, you’ll want to read this article on how to value a CPA firm. The 13 Factors Influencing the Value of a CPA Firm Now that you understand how accounting firms are valued. Let’s go!

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CPA Practice

NOVEMBER 2, 2023

By Diana Crawford, CPA. One of the topics the minds of many tax and accounting professionals is the environment. Tax savings and credits provide an even better package to align your ideals and principles with like-minded companies. Diana has 30 years’ experience in bookkeeping, tax, government auditing and fraud investigations.

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LyfeAccounting

FEBRUARY 14, 2021

?. What is a CPA? And more importantly, what does a CPA actually do? What is a CPA? A CPA is a Certified Public Accountant. CPAs are in the top-tier of accountants. There is no higher designation in the finance or accounting industry than the CPA license. Today we’re talking about three letters: C-P-A.

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CPA Practice

NOVEMBER 15, 2023

They can save time by sending tax engagements in bulk, eliminate AR by automating payments, and seamlessly connect workflows.” While Ignition has integrated with QuickBooks Online since 2015, the company first announced a strategic partnership with Intuit ProConnect in June 2021.

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quickbooks tax preparation Tax tax planning 97

Shay CPA

DECEMBER 21, 2023

I specifically want to call out our incredible partners : Betterment BILL Brex CorpNet Deel Intuit Quickbooks Drake Software CCH Loom Gusto Mercury Ramp Rho Rippling TriNet So much of what we do is powered by your solutions. And if you want to do a little tax planning before we ring in the new year, you know where to find us.

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CPA Practice

NOVEMBER 29, 2023

Throughout her 16 years of leadership at Intuit, she led the most extensive and impactful influencer program of its kind in the fintech industry, expanding the Trainer/Writer Network, an elite group of Advanced Certified QuickBooks ProAdvisors, to six countries including the US, Canada, UK, Australia, India, and South Africa.

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Going Concern

JULY 13, 2022

At the recent ENGAGE 2022 event in Las Vegas, AICPA President and CEO Barry Melancon, CPA, CGMA, said the profession is at a defining moment , with businesses seeking advice and assurance on a broad range of areas beyond financial statements, from sustainability to integrated tax planning to the transformation of the finance function.

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CPA Practice

JULY 25, 2023

Field of Study: Business Management and Organization Register Today Presented by Ryan Lazanis , CPA founded Xen Accounting, a 100% cloud-based accounting firm, in 2013. Randy Crabtree CPA, co-founder and partner of Tri-Merit Specialty Tax Professionals is a widely followed author, lecturer, and podcast host for the accounting profession.

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CPA Practice

NOVEMBER 19, 2023

They can save time by sending tax engagements in bulk, eliminate AR by automating payments, and seamlessly connect workflows.” While Ignition has integrated with QuickBooks Online since 2015, the company first announced a strategic partnership with Intuit ProConnect in June 2021.

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quickbooks tax preparation Tax tax planning 52

LyfeAccounting

NOVEMBER 9, 2020

In this post, I’m going to explain all of the tax benefits related to LLCs. Lastly, although I am a licensed CPA, the information in this post is solely for informational purposes only. Again, this is simplified information, but if you want to weigh the pros and cons of this, you can contact us to create a custom tax plan for you.

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Tax CPA tax return accounting and finance 52

KROST

FEBRUARY 23, 2022

Beyond accounting, CAS advisors provide access to complementary solutions, such as strategic tax planning, outsourced CFO, wealth management and 401k planning, succession planning, capital markets, and assistance with mergers and acquisitions. QuickBooks Platform Integration. QuickBooks Platform Integration.

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xendoo

JANUARY 11, 2021

For example, a bookkeeper that does routine data entry charges less than a CPA (Certified Public Accountant) who’s highly qualified to advise on business strategy or tax planning. CPA — $150 to $450 per hour. “How much do accountants charge to do taxes?” Tax return (unincorporated) — $200 to $500.

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Nancy McClelland, LLC

APRIL 9, 2024

For one, the immense number of changes to our tax code since the Tax Cuts & Jobs Act (TCJA) took effect in 2018 has made tax planning substantially more complex than it used to be. Or, at the very least, having to pay us at tax-time to fill out the complicated annualization schedule on the tax return.

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CPA Practice

NOVEMBER 9, 2023

New updates and features include: Client OneView – Allow previews up to 5 clients simultaneously and gain insights into potential tax savings, the number of probable strategies, and the potential strategies for each client to create a personalized tax plan for each client with confidence.

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Real Estate tax return quickbooks Tax 52

xendoo

SEPTEMBER 28, 2021

Chances are that your time is too valuable to spend clicking around in QuickBooks. The services of a bookkeeper cost between $18 to $23 per hour for an in-house bookkeeper, while the services of a CPA range from $40 to $60 per hour. Advanced services such as tax planning and preparation also tend to be cyclical.

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bookkeeping services bookkeeping tax preparation CPA 52

CPA Practice

JANUARY 23, 2024

For example, maybe you can work with a financial planner to host a tax planning workshop and share your knowledge. You might love going to QuickBooks Connect or Engage, but it’s not enough. You may also want to consider co-hosting or partnering with others to host events and webinars.

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CPA Practice

JANUARY 22, 2024

For example, maybe you can work with a financial planner to host a tax planning workshop and share your knowledge. You might love going to QuickBooks Connect or Engage, but it’s not enough. You may also want to consider co-hosting or partnering with others to host events and webinars.

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xendoo

FEBRUARY 23, 2022

How do you know when to bring in a tax professional? Complicated tax situations like inheritance, small business taxes , or other big life changes usually warrant bringing in a certified public accountant or CPA. . How Much Time Does it Take an Accountant to Prepare Taxes? Quickbooks. These include: Xero .

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xendoo

SEPTEMBER 10, 2021

As a small business owner, your time is best spent on the revenue-generating features of your business— not hunched over a computer screen scrolling through QuickBooks! . You can feel confident when you’re working alongside a CPA who is familiar with businesses ranging from partnerships to LLCs to S Corps and beyond. .

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bookkeeping bookkeeping services tax preparation bookkeeping software 98

xendoo

OCTOBER 20, 2021

Tax Planning. The specialized skills of an outsourced accountant typically include experience in tax planning and preparation. But think about how much more your team could accomplish if they weren’t spending time clicking around in QuickBooks. . Contacting customers. Pursuing new leads. Negotiating with vendors.

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Anders CPA

JANUARY 8, 2024

Smaller firms with under five partners will have a bookkeeper who knows QuickBooks or some other accounting software or look for support from a dedicated law firm bookkeeping service; they might also be getting some dedicated help with tax planning already. 9, which means they had more partners than staff.

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Anders CPA

JANUARY 8, 2024

Smaller firms with under five partners will have a bookkeeper who knows QuickBooks or some other accounting software or look for support from a dedicated law firm bookkeeping service; they might also be getting some dedicated help with tax planning already. 9, which means they had more partners than staff.

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LyfeAccounting

NOVEMBER 17, 2020

I thought you just paid your income taxes once per year when you filed your tax return, but NO – I was penalized over $4000 because I didn’t make quarterly “ estimated tax payments ”. In this post, I’m going to fully explain the difference between payroll taxes and income taxes. What are Payroll Taxes?

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income tax payroll tax payroll Tax 52

CPA Practice

MAY 2, 2023

According to a new survey commissioned by Intuit QuickBooks, 93% of accountants said real-time financial insights are important to business success. An advisory role can prove professionally and personally rewarding, as Eric Aragon, CPA, can attest. But when we got done with the tax plan, the client had saved more than $100,000.

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CPA Practice

APRIL 29, 2024

As an Intuit product, it seamlessly integrates with QuickBooks Online Accountant— the go-to software when working with a business owner’s books. Add on Intuit Tax Advisor, an integrated advisory tool that automatically generates strategies for client tax savings, and you come full circle from tax prep to tax planning.

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Tax tax return Technology bookkeeping 124

CPA Practice

AUGUST 31, 2023

By Al-Nesha Jones, CPA, MBA Generation X—aka the Sandwich Generation, Latchkey Kids, Baby Busters, and even the Forgotten Generation—will soon be approaching retirement age. We highly recommend QuickBooks® Checking to our business clients since they’re already using QuickBooks Online.

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quickbooks bookkeeping course Tax CPA 59

CPA Practice

DECEMBER 29, 2023

Randy Johnston and Brian Tankersley, CPA, talk about the technology changes and new products they expect to see in the coming year. Intro: Welcome to the technology lab presented by CPA Practice Advisor with your hosts, Randy Johnston and Brian Tankersley. Use the podcast player below to listen. SPEAKERS Randy Johnston, Brian F.

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Technology quickbooks cpa firm CPA 59

Snyder

APRIL 10, 2023

Unfortunately, many tools were unable to process this correctly, with some even ignoring taxes entirely. As a result, I had to manually adjust the imported data in QuickBooks to ensure accurate recording of taxes.” That’s when, attending one of the conferences, Travis found out about Synder.

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Sales E-commerce Tax Technology 52

CPA Practice

DECEMBER 20, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference. Intro: Welcome to the technology lab presented by CPA Practice Advisor with your hosts, Randy Johnston and Brian Tankersley. We, we also had some announcements on QuickBooks Online and payroll.

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quickbooks Technology payroll Start-ups 98

LyfeAccounting

NOVEMBER 3, 2020

This could be due to poor tax planning, or because they’re missing some of the biggest business tax write-offs. Meanwhile, the top 1% are using the tax law to their advantage to minimize their tax liability, oftentimes leaving us clueless…. Taxpayers are overpaying by close to $1 BILLION dollars. Now, let’s begin.

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CPA Practice

JANUARY 12, 2024

Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the the 2023 Thomson Reuters Synergy user conference. Intro: Welcome to the technology lab presented by CPA Practice Advisor with your hosts, Randy Johnston and Brian Tankersley. Use the podcast player below to listen. SPEAKERS Randy Johnston, Brian F.

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Ryan Lazanis

APRIL 10, 2022

And with all the financial data that accounting software providers like Xero & Quickbooks have at their disposal, they’re now able to predict things like a company’s cash flow position. Check out QuickBooks Online can do this with their cash flow planner tool: This means you can leverage these kinds of features to help speed up your work.

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