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Intuit's QuickBooks is a popular accounting solution for small businesses across a variety of industries. However, rapid business expansion and increasing reporting requirements may signal the need for a more robust ERP platform. As your business is becoming more complex why shouldn't you look at upgrading your Accounting Software? On this episode of The ERP Advisor Podcast, hear from ERP expert Shawn Windle on what to do when you outgrow QuickBooks.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Meet Alison Ball, VP of Marketing and Communications at Bookkeep, a game-changing solution for e-commerce businesses struggling with multi-channel accounting. With over 16 years of experience at Intuit building influencer channels, Alison brings unique insights into the complexities of e-commerce financial management. In this episode, she discusses how Bookkeep bridges the gap between 60+ selling platforms and accounting software, creating automated accrual-based journal entries that save countless hours of manual work. Learn about the importance of proper revenue recognition, the challenges of multi-channel selling, and why spending time with customers is crucial for marketing success.
Welcome to The Doers Nepal Podcast, Nepal's No.1 Business Podcast.Here, we dive deep into the journeys of trailblazers transforming industries and driving impactful change. In this episode, we are joined by Abhaya Poudel, Co-Founder of TIGG, Nepal's first modern accounting platform designed to automate bookkeeping and empower businesses. Starting with the pain point of traditional accounting practices, Abhaya shares how he identified the need for real-time accounting solutions in Nepal back in 2013-2014 and turned it into a thriving venture. With 1,500 paying customers today, TIGG is redefining how businesses approach accounting, helping entrepreneurs move beyond manual recording to focus on strategic growth. Tune in to hear how innovation, resilience, and the desire to create economic value are shaping the future of accounting in Nepal.
Hector and Alicia explore the three dimensions of artificial intelligence in accounting: retail AI (like chatbots), API-based AI (integrated into software), and behind-the-scenes AI (machine learning and data insights). They discuss how AI is already transforming accounting workflows and make bold predictions for 2025, including the emergence of AI agents and potential disruption to QuickBooks' market dominance. The conversation delves into practical applications of AI for accountants, from generating custom sample files to automating complex tasks through always-on AI agents.SponsorsCoefficient - https://uqb.promo/coefficientRoboDebit - https://uqb.promo/robodebit Redmond Academy - https://uqb.promo/redmond(00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast (01:25) - Retail AI: Chatbots and Accessibility (02:03) - API-Based AI: Middleware and Integration (04:52) - Behind-the-Scenes AI: Machine Learning and Data Insights (06:25) - AI in Software Development (13:57) - AI Predictions for 2025 (23:49) - Always-On AI and AI Agents (37:46) - Future of AI in Accounting Software (43:26) - Conclusion and Future Plans Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Lean more about Alicia's QuickBooks Training http://learn.royalwise.comHector's App - RightTool www.righttool.appReframe 2025 Conference https://reframe2025.com/Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding
Podcast guest Stephanie Crawford Founder of https://businessheadspace.co.nz/ Chapters 00:00 Choosing the Right Accounting Software 03:34 Maximizing Xero's Potential 06:36 Data-Driven Decision Making 09:40 Understanding Profit and Loss Statements 12:40 Setting Up Your Accounting System 15:36 Cash Flow Management 18:46 Best Practices for Invoicing 21:35 Accounts Receivable and Payable Management 24:20 Recognizing Good Bookkeeping Practices 29:45 The Value of Outsourcing Bookkeeping 31:03 In-House vs. Outsourced Bookkeeping 33:59 Recognizing the Need for a Bookkeeper 37:04 Onboarding and Supporting Bookkeepers 39:05 Understanding Business Reporting Needs 42:44 The Role of Bookkeepers During Crisis 43:45 The Importance of Tracking Financials 44:34 Navigating Payroll Complexity 52:09 Maximizing the Use of Accounting Software
Raj Bhaskar is a successful two-time practical software founder with one exit. In 2000, he started his first software company, VisualHOMES, to provide a comprehensive financial management software to public housing agencies. With no outside funding, the business grew to serve 65 regional providers serving 2 million residents before Yardi Systems acquired the company in 2010. After he left Yardi two years later, Raj and his brother launched Hurdlr to reach the wider small business market with a simpler accounting and tax management software than Quickbooks. They started selling their online accounting software to small businesses, but eventually they returned to their original vision to build embedded (white label) accounting that works inside other software. Hurdlr has grown steadily and has served over 1.3 million small businesses in its 13-year history. Raj invested his own money for many years and a little outside investment. The company is now “lifetime profitable” and growing quickly with 25 employees. Raj loves his work and has no intention of selling the business anytime soon. Quote from Raj Bhaskar, cofounder and CEO of Hurdlr “I ran my previous software business for 10 years before I sold it. And Hurdlr is now over 10 years old. These days, I'm talking about the next 10 years and the next 10 years after that. The next decade and two decades from now, because it's relevant and because I think we're just getting started. “I've seen inflection points in markets, and our market is finally ready. That's the part we didn't have any control over. So, in my view, there is no finish line. This is the starting line where we now have all these assets and need to let more people know we exist. “It's crazy to say after 10 years that this is just the beginning. So I could say probably 20 years from now, looking backward, OK, these are the phases, but I'm in new territory and I know this will be a sustainable and growing business for a long time.” Links Raj Bhaskar on LinkedIn Hurdlr on LinkedIn Hurdlr website Podcast Sponsor – Full Scale This week's podcast is sponsored by Full Scale, one of the fastest-growing software development companies in any region. Full Scale vets, employs, and supports over 300 professional developers, designers, and testers in the Philippines who can augment and extend your core dev team. Learn more at fullscale.io. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com/newsletter.
Geordy Murphy is the President, Owner, and Operator of Cypress Hospitality Group. His current project, FobeSoft, is a groundbreaking, cloud-based software providing restaurants with daily Profit and Loss updates to help them address issues before they impact the bottom line. In this episode, KJ and Geordy discuss common accounting errors, the impact of real-time financial data, and Geordy's journey from restaurateur to tech innovator. Key Takeaways: 02:41 Revolutionizing Restaurant Accounting 06:55 Common Financial Mistakes in Restaurants 09:04 The Importance of Accurate Financial Tracking 17:35 Transforming Managers into Operators Quote of the Show (18:00): "It's easier to hit the target when you can see it." – Geordy Murphy Join our Anti-PR newsletter where we're keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Geordy Murphy: LinkedIn: https://www.linkedin.com/in/geordy-murphy-055b855/ Twitter: https://twitter.com/FobeSoft Company Website: https://www.cypresshospitalitygroup.com/ FobeSoft Website: https://www.fobesoft.com/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlDSee omnystudio.com/listener for privacy information.
While none of us are eager to pay any more to Uncle Sam than we need to, proper tax planning is crucial so your year-end decisions are proactive rather than reactive. Jordan Steele, with Ranch Management Consultants walks use through effective year end planning and strategy. We'll go through five areas to understand in your ranch business that will help you strategically keep cash in the business yet satisfy your tax obligation. Plus, a quick discussion with Jordan on Accounting Software. And while we are at it, I'll bring Adam Sweet with the accounting firm EideBailly to learn about the Corporate Transparency Act. #workingranchmagazine #ranchlife #ranching #dayweather #weather #agweather #beef #cows #livestock #cattle #cowpunchercoffee #TankToad #BarnOwl #Zoetis #Inherit #NewGenerationFeeds #SmartLIC #CalfCatcher #Ranching4Profit #yearendplanning #CTA #planning
In this episode, Matt Watson interviews Ben Taylor, founder and CEO of Soft Ledger, about his journey in creating accounting software. They discuss the challenges of building a product in a competitive market, the importance of identifying gaps in existing solutions, and the lessons learned from the startup experience. Ben shares insights on their go-to-market strategy, the role of AI in accounting, and the impact of funding on their growth. The conversation highlights the complexities of product development and the future of accounting software. TakeawaysBen Taylor identified a significant gap in the accounting software market.Soft Ledger was built to address the inefficiencies in financial reporting.The journey to acquiring the first paying customer took 10 months.Product readiness is crucial before launching to customers.Surviving as a startup often means focusing on cash flow management.SEO has been a key driver for customer acquisition for Soft Ledger.AI is expected to enhance efficiency in accounting tasks.Funding allowed Soft Ledger to invest in product development and marketing.The accounting software market is evolving with new entrants and technologies.Positioning against competitors like QuickBooks requires a clear strategy. Find Startup Hustle Everywhere:https://gigb.co/l/YEh5 This episode is sponsored by Full Scale:https://fullscale.io/ Learn more about Softledger here:https://softledger.com Learn more about Ben Taylor here:https://www.linkedin.com/in/bentaylor8/ Sign up for the Startup Hustle newsletter:https://newsletter.startuphustle.xyz/ Sound Bites"I called up my longtime friend, Jeff Ostrega.""It took about 10 months before we got our first paying customer.""We thought we had something, but it wasn't ready." Chapters00:00 Introduction to Soft Ledger and Its Founding03:09 Identifying Market Gaps in Accounting Software05:56 The Challenges of Selling Accounting Software08:54 Building a Robust Product: Lessons Learned11:59 Navigating the Startup Journey: Surviving and Thriving15:08 Go-to-Market Strategy and Inbound Marketing17:54 The Role of AI in Accounting Software21:04 Funding and Growth Strategies for Startups23:54 Future of Accounting Software and Market PositioningSee omnystudio.com/listener for privacy information.
Chad Chang, CPA, CMA, co-founder and advisor at Purpose CPA, shares best practices and tips that CPAs can use to effectively select, integrate, and use accounting tech.
In this episode of "Right About Now," host Ryan Alford sits down with Ryan Moriarty, president of Done For You Tax, to explore essential tax strategies for small businesses. Moriarty reflects on his journey from computer science to accounting, sharing how his technical background shapes his approach to tax management. He dives into the importance of accurate bookkeeping and addresses common fears surrounding taxes. Throughout the conversation, Moriarty highlights how advancements in technology and AI have revolutionized accounting, making it more accessible and cost-effective for small business owners. He also offers practical tax advice, including tips on home office deductions, vehicle expenses, and the importance of meticulous documentation to prevent audit risks. This episode is packed with valuable insights aimed at empowering small business owners with the tools and knowledge they need for smarter financial management.TAKEAWAYSImportance of tax management for small businessesRole of bookkeeping in successful tax filingCommon fears and misconceptions about taxesTarget audience for affordable accounting servicesImpact of technology on accounting efficiencyIntegration of artificial intelligence in bookkeepingClient involvement in the accounting processUnderstanding tax audits and preparationPractical tax tips for small business ownersOverlooked deductions and common pitfalls in tax filingTIMESTAMPSIntroduction to Taxes (00:00:00)Discussion on the importance of understanding taxes and maximizing savings within legal boundaries.Podcast Introduction (00:00:09)Ryan Alford introduces the podcast, highlighting its popularity and engaging tone.Welcome to the Episode (00:00:32)Ryan Alford sets the stage for the episode's focus on taxes, emphasizing its relevance.Guest Introduction (00:00:56)Ryan Alford introduces Ryan Moriarty, president of Done For You Taxcom.Personal Life Update (00:01:54)Ryan Moriarty shares his personal happiness living in Puerto Rico with family.Moriarty's Background (00:02:25)Ryan Moriarty discusses his journey from computer science to founding an accounting firm.The Nature of Taxes (00:03:27)Ryan Alford and Moriarty explore the complexities and societal implications of taxes.Maximizing Tax Savings (00:04:13)Moriarty emphasizes the importance of following tax laws to maximize savings.Fear and Trepidation Around Taxes (00:04:42)Discussion on the common fears and lack of knowledge people have regarding taxes.Target Audience for Services (00:05:20)Moriarty identifies small business owners as the primary audience for his services.Bookkeeping Advice (00:06:53)Moriarty advises new business owners to prioritize bookkeeping to simplify tax filing.Challenges of Bookkeeping (00:07:58)Ryan Alford shares insights on the difficulties of maintaining proper bookkeeping.Importance of Bookkeeping (00:08:35)Moriarty stresses that proper bookkeeping is essential for tax compliance.Technological Advancements in Accounting (00:09:13)Moriarty discusses how technology has improved efficiency in accounting practices.Role of AI in Bookkeeping (00:10:57)Moriarty explains how AI assists in bookkeeping, reducing manual labor.Business Owner Involvement (00:12:17)Moriarty clarifies the level of involvement required from business owners in bookkeeping.Tax Preparation Process (00:13:15)Moriarty outlines the steps involved in preparing taxes for clients.Client Expectations from Tax Services (00:14:13)Discussion on what small business owners seek in tax services: speed and accuracy.Audit Concerns (00:15:00)Moriarty addresses client fears regarding audits and how his service can help.Audit Likelihood (00:16:06)Moriarty shares statistics on audit chances for small businesses.Importance of Accurate Record-Keeping (00:16:58)Moriarty emphasizes the need for accurate bookkeeping to support tax filings during audits.Ongoing Client Guidance (00:18:00)Moriarty explains the continuous support provided to clients to avoid audits.Understanding Audits (00:18:09)Discussion on desk audits, specific categories audited, and the importance of being prepared.Audit Support Services (00:19:06)Explanation of how Done For You Taxcom assists clients during audits and inquiries.Avoiding Full Audits (00:19:44)Insight on how to prevent full audits by maintaining organized records and avoiding red flags.Tax Tips for Small Businesses (00:20:04)Advice on practical tax management strategies for small business owners to stay organized.Home Office Deductions (00:20:36)Importance of having a home office and how to calculate deductions based on square footage.Vehicle Expense Deductions (00:21:22)Explanation of vehicle expense deductions, including mileage tracking versus actual expenses.Real Estate Investment Strategies (00:22:11)Tax strategies for high-income clients involving real estate and the benefits of accelerated depreciation.Misconceptions About Vehicle Deductions (00:25:22)Discussion on the pitfalls of writing off luxury vehicles and their depreciation.Debunking Tax Myths (00:26:39)Clarification on common tax myths surrounding vehicle deductions and financial planning.Maximizing Home Office Deductions (00:28:12)Encouragement to accurately calculate home office expenses and potential deductions for small businesses.Writing Off Business Meals (00:29:11)Guidance on writing off meals when there is a business purpose, even during personal dinners. If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.
For the very best Oracle NetSuite consulting services in Boston, you need Big Bang 360 (844-361-4408)! More details at https://bigbang360.com/solutions/cloud-solutions/netsuite-partner-boston/ Big Bang 360 City: Boston Address: 4875 Arlington Street Suite, 500 Boston Massachusetts 02116 United States of America Website: https://www.bigbang360.com Phone: +1 844 361 4408 Email: info@bigbang360.com
Send us a textFor landlords who want to operate a profitable rental property portfolio where you can grow and scale your properties, accurate bookkeeping is essential.It is just like any other business. You must maintain good records that will in turn enable you to evaluate and understand your property's performance and your return on investment or ROI.Where last week we discussed tips on bookkeeping like tracking, budgeting, and how best to set up your ledger accounts, this week we are talking about what accounting software can best fill your need for such things as bookkeeping automation, reporting, workflow, and tax prep.Again, not a sexy topic but one that is much needed to keep all of us investors financially aware of what is happening with our rental properties. LINKS
Send us a Text Message.In this episode of Your Landlord Resource, we dive into one of the most critical issues facing self-managing landlords today: tenant fraud. With the rental market becoming increasingly competitive, scammers are finding new ways to deceive landlords, leaving property owners vulnerable to financial loss and legal headaches.We break down the most common types of tenant fraud, from falsified income documents to identity theft, and share practical tips on how to spot these red flags early. You'll learn about the importance of thorough tenant screening processes, how to verify the authenticity of documents, and the critical questions you should be asking during the application process.As a landlord, protecting your property and investment is vital. This episode provides you with the tools and knowledge needed to safeguard your rental business from fraudulent tenants. Whether you're new to property management or a seasoned pro, the insights shared in this discussion will help you stay ahead of potential scams and maintain a professional and secure operation. LINKS
In episode #228, I address invoicing. What software should I use? Based on a recent LinkedIn post (below), this is a hotly debated topic. The landscape might be shifting. - Should I invoice out of my CRM? - Should I invoice out of my Accounting software? - Should I use a point solution? - Who owns billings and collections? LinkedIn Post: the next hot space in CFO tech...Billing LinkedInPost: where should I invoice?
Send us a Text Message.In this episode, we explore the fascinating world of Web3, diving into how decentralization and blockchain technologies are set to revolutionize the internet. Learn about the innovative use of tokens on merchandise, from loyalty programs to authenticity verification. We also cover essential website analytics, providing insights into understanding your traffic sources, audience demographics, and more. Discover how combining Web3 technologies with advanced analytics can enhance customer experiences and drive business growth. Don't miss out on this enlightening discussion!#Web3 #Blockchain #Tokens #Merchandise #WebsiteAnalytics #DigitalMarketing #CustomerExperience #BusinessGrowth #InnovationSupport the Show.Resources: https://affordablebookkeepingandpayroll.com/resource-opt-in Become a supported of the show: https://www.buzzsprout.com/1522381/support
Send Gwendolyn a Text Message!Do you avoid your financials because they seem too daunting or confusing? Maybe you're a service-based entrepreneur who struggles to keep track of the money flowing in and out of your business. In this episode, we are discussing the world of finances for entrepreneurs. I'm joined by Germeen Guillaume, CEO and founder of Visionary Accounting Group.This episode is packed with invaluable insights from Germeen's decade-long experience in the accounting field, focusing on how entrepreneurs can use financial data to make smarter business decisions. From setting money dates to using accounting software effectively, Germeen breaks down the barriers preventing many entrepreneurs from engaging with their financials. Trust me, you don't want to miss out on this wealth of knowledge!This episode is for you if you're an entrepreneur who feels overwhelmed by your business finances or if you've been avoiding your financial statements out of fear or uncertainty. By the end of this episode, you'll be equipped with practical, straightforward strategies to take control of your financials and use them to drive your business decisions confidently.In this episode, we cover:The importance of regular financial check-ins and setting up “money dates”How to make financial management a fun and integral part of your business routineThe role of accounting software in minimizing errors and improving consistencyKey financial metrics and benchmarks for entrepreneursThe psychological barriers to managing finances and how to overcome themMeet Germeen Y. GuillaumeGermeen is the CEO and Founder of Visionary Accounting Group. She's an entrepreneur at heart with a passion for numbers. She enjoys helping nonprofit organizations navigate the complex accounting world to experience growth. And has led the Company to recoup over $2.8M in receivables through workflow automation and accounting system conversions. Remember, beautiful people, financial clarity drives your business forward. By regularly engaging with your finances in a structured yet flexible way, you can transform your relationship with money from fear and avoidance to empowerment and strategic decision-making. Whether setting up a simple system for regular check-ins or using data to make informed business choices, taking charge of your financials is essential for sustained growth and success.Mentioned Links & ResourcesStop being overwhelmed and let your clients get back to having the best of you. Book your call now!Connect with GermeenInstagramWebsiteConnect with GwendolynWebsiteFacebookLinkedInInstagram Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.
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In today's episode we're joined by Krinal Mehta, Senior Manager of SEO at FreshBooks. Krinal shares his expertise in optimizing FreshBooks' online presence and the impact of their SaaS-based accounting software on small businesses. Learn about FreshBooks' journey in supporting business owners with expense tracking, payroll, and more, along with Krinal's insights on FreshBooks' strategic approach to user-friendly experiences and efficient business operations. Let's dive into the world of FreshBooks and discover how they're transforming the way businesses manage their finances.
A shrinking number of companies seem to want to do business with the federal government. Especially small businesses. Could it be all of the reporting and compliance requirements. There is one class of compliance that is particularly tricky, as Federal Drive Host Tom Temin heard from the Founder and CEO of PROCAS, Jim Wesloh. Learn more about your ad choices. Visit megaphone.fm/adchoices
Not getting the information you need from your construction accounting software? Have you outgrown your software? How would you know if you did? And how do you start the search for the right software to replace it? Let's talk about it all on this week's episode.Topics we cover in this episode include:Are you having trouble integrating with other products?Are you doing things manually that could be automated?Is your software customized to the information you want?Where to start when searching for a new accounting software solutionWill your software be scalable in the future?What are the costs associated with implementing the software, and is there ongoing support? LINKSVisit the episode page at https://carpentercpas.com/software for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com
Not getting the information you need from your construction accounting software? Have you outgrown your software? How would you know if you did? And how do you start the search for the right software to replace it? Let's talk about it all on this week's episode.Topics we cover in this episode include:Are you having trouble integrating with other products?Are you doing things manually that could be automated?Is your software customized to the information you want?Where to start when searching for a new accounting software solutionWill your software be scalable in the future?What are the costs associated with implementing the software, and is there ongoing support? LINKSVisit the episode page at https://carpentercpas.com/software for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com
The finer details of this episode:Evolution of accounting software and early career experiencesImportance of embracing change and innovation in the industryLeveraging technology to streamline accounting processesChallenges and opportunities in early career development Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you'd like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe're hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.finoptimal.com/https://www.linkedin.com/in/jesserubenfeld/https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b/If you love this conversation, don't miss Hannah and Joey on the FinOptimal podcast, Another Not Another Accounting Podcast: https://podcasts.apple.com/us/podcast/ep-77-young-cpas/id1734624758?i=1000653170191 Timestamps:The wild west of the internet (00:00:22)Discussion about the early internet era, LimeWire, and the evolution of music downloading. Evolution of internet and social media (00:03:03)Recollection of early internet trends and social media references, including the YouTube evolution of dance video and internet games. Initial experiences with computer games (00:04:08)Nostalgic conversation about classic computer games like Civilization and Age of Empires. Transition to accounting and QuickBooks (00:05:14)Discussion about the unexpected transition to accounting over the internet and QuickBooks online. Adapting to change in accounting (00:07:26)Reflections on the need for a mindset of continuous improvement and embracing change in the accounting industry. Challenges and rebellion in early career (00:09:18)The defiance and challenges faced in early career stages and the development of confidence to pursue a better way. Challenges in traditional accounting firms (00:10:07)The limitations of traditional accounting firms in embracing new approaches and the unique situation of starting a career at a startup. The role of an architect in accounting (00:13:25)The discussion about the architectural role in making accounting more efficient and the rewarding nature of creative problem-solving. Founding of FinOptimal (00:15:39)The backstory and founding of FinOptimal, including the challenges and evolution of QuickBooks online. Transition to QuickBooks online (00:16:39)Discussion about the transition from QuickBooks desktop to QuickBooks online and the limitations faced in the past. Software automation in accounting (00:17:06)The secret to success being software that automates accounting processes and the decision to go with QuickBooks online. Technology and Business Growth (00:17:28)Discussion about the development of technology to improve efficiency and competitiveness in the accounting industry. Challenges in Accounting Software (00:18:21)Exploration of the challenges and changes in accounting software, including user-friendliness and adaptability to different generations. Building Automation Tools (00:20:22)The process of building automation tools and the importance of understanding accounting nuances for effective tool development. Empowering Young Accountants (00:21:30)Advice and experiences shared to empower young accountants to drive change and innovation in their roles. Risk-taking and Entrepreneurial Spirit (00:23:45)Discussion on the entrepreneurial mindset, risk-taking, and the need for experience in driving improvements and automation in accounting processes. Generational Perspectives on Technology (00:27:56)Exploration of generational perspectives on technology, feedback loops, and the impact of social media on business feedback. Collaboration and Innovation (00:32:30)The importance of collaboration between different generations and skill sets in driving innovation and experimentation in accounting technology. Coding and College (00:35:35)Discussion about coding and the value of learning it in high school and college. Excel and Coding (00:37:37)Comparison between accounting and coding, and the potential for accountants to transition into coding. College Curriculum (00:40:15)Discussion about the relevance of college curriculum to practical accounting work and suggestions for improving it. Communication and Analogies (00:45:14)Importance of communication skills and the use of analogies in effective conversations. Proud Facts (00:48:32)Sharing personal achievements and hobbies, including playing an original song for Billy Joel and cooking. Barbecue Debate (00:51:01)Debate about the quality of Brooklyn brisket compared to Texas brisket. Pizza Making (00:52:30)Discussion about making pizza dough and sauces from scratch using an outdoor pizza oven. Learning to Cook and Culinary Adventures (00:52:40)The guests discuss their experiences with cooking and culinary interests, including attending culinary school and future plans for a restaurant. Appreciation for Taylor Swift (00:54:05)The conversation shifts to a discussion about the love for Taylor Swift's music and the impact of her storytelling through songs. College Football and Rivalries (00:55:15)The guests share their experiences and affiliations with different college football teams, discussing rivalries and game environments. Promoting New Podcast and Farewell (00:56:43)The guests promote their new podcast, share information about their company, and express gratitude for the opportunity to be on the show.
In this candid discussion, Hector and Alicia delve into Intuit's recent introduction of QuickBooks Live Assisted Bookkeeping, a $50/month service aimed at providing enhanced support to QuickBooks users. They analyze the potential implications for accounting professionals, debating whether this offering presents an opportunity for collaboration or a threat of competition. With thought-provoking perspectives from both sides, they explore the evolving dynamics between Intuit and the accounting community, offering insights into how professionals can adapt and thrive in this changing landscape.SponsorsRelay - https://uqb.promo/relayLiveFlow - https://uqb.promo/liveflowSettle - https://uqb.promo/settle(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (02:04) - Exploring the New Service and Community Reactions (04:11) - Alicia's Perspective: The Bigger Picture and Industry Impact (11:59) - Dissecting the Technicalities and Future Implications (16:01) - The ProAdvisor Community and Intuit's Evolving Strategy (23:23) - Exploring Paid Support Options and ProAdvisor Involvement (25:22) - Analyzing the Financial Viability of QuickBooks Support Services (27:33) - Opportunities and Challenges in Training and Staffing (31:54) - The Impact of Intuit's Strategies on the Accounting Community (36:36) - Shareholder Perspectives vs. Ethical Considerations in Business Decisions (39:00) - The Future of Accounting Software and Professional Relationships (46:55) - Upcoming Events and Conferences for Accounting Professionals Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.comLinks/Apps Mentioned in this episode:Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/Hector's App - RightTool www.righttool.appAlicia's Training - RoyalWise http://royl.ws/uqapodcastQuickBooks Connect Conference www.quickbooksconnect.com
In this episode, we compare the top 3 best accounting systems and software for property investors. This includes comparing Xero with Excel vs Hnry. Ultimately, you can use this to choose the best accounting system for you and your portfolio. And we also mention our upcoming webinar 'Build your $100K retirement plan in 52 minutes'. It's on Tuesday May 14th at 7pm. Click the link to register. For more from Opes Partners: Sign up for the weekly Private Property newsletter Instagram TikTok
Leaders In Payments and FinTech - The EDC Podcast with Martin Koderisch
This week we are meeting with Edy Bruinooge, CCO at IBANXS. The company was founded in 2019 in The Hague and has grown to become the leading Open Banking provider in the Netherlands. The company independent PSD2 platform connects clients with over 2,500 banks across Europe for Payments and/or Account Information. Clients live on the platform range from Payment Service Providers to Accounting Software companies to Lending and Factoring companies. Edy and his team have done an incredible job to both integrate with so many banks across Europe. The APIs all vary and the ongoing effort to maintain all these connections and deliver a consistent quality of services is not to be underestimated. We have a frank and honest discussion about the state of PSD2, PSD3 and Open Banking across Europe. Edy talks openly about the iBANXS journey and explains why he continues to be optimistic about the future of Open Banking in the EU.
(Originally recorded on February 15, 2024 on Earmark Webinars+) Hector and Blake recount a brief history of QuickBooks Desktop vs QuickBooks Online through the end of 2023, the state of Intuit's current offers and posturing in the market, and where they think QuickBooks is moving into for 2024 and beyond.Chapters(01:11) - Hector's Journey: From Tax Practice to Tech Innovator (03:16) - A Deep Dive into QuickBooks' Evolution (07:12) - The Shift to QuickBooks Online and Its Ecosystem (11:41) - Predicting the Future: QuickBooks Desktop's Demise (12:08) - QuickBooks Online: Aiming for Total Workflow Control (14:03) - The Role of AI in Shaping QuickBooks' Future (16:08) - Intuit's Strategy: Moving Beyond Desktop Versions (25:21) - The Controversy Around QuickBooks Live Bookkeeping and Tax Services (30:15) - The Impact of QuickBooks on Accounting Professionals (31:16) - QuickBooks' Strategy for Tax Services (33:07) - The Evolution of QuickBooks Live and Assisted Services (35:14) - The Challenges of Running a Service Business vs. Software Company (37:22) - Intuit's Strategic Shift Towards Assisted Services (42:08) - The Future of Accounting: AI and Automation (48:02) - Listener Questions and Insights on QuickBooks Features (54:37) - Exploring TurboTax Verified Pro and Its Implications (57:08) - Closing Remarks and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comEarn CPE for this episode https://app.earmarkcpe.com/?course_id=8b2e537a-e5f6-4c4d-a94f-c93b44000ebaDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Hector Garcia, CPALinkedIn: https://www.linkedin.com/in/hectormgarciacpa/Website: http://www.hectorgarcia.comTwitter: https://twitter.com/qbkaccountingConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
In today's landscape of financial management, a revolutionary tide is sweeping through the accounting realm, transforming traditional practices into a dynamic and collaborative digital future. At the heart of this metamorphosis lies the growing adoption of cloud-based accounting software, a phenomenon that is reshaping the way businesses handle their financial affairs.
In episode #110, I address the core system in our financial process, our accounting software. I am in the midst of my 5th annual tech stack survey. I'll share the top five accounting systems for SaaS. - Accounting software is our financial tracking engine - We don't always stay with the same software - Top 5 software according to my survey Enter your tech stack at this link: https://docs.google.com/forms/d/e/1FAIpQLScwVmsrkm81TGANxd17ev3WuuDVX-5zRHXVwrtBCHiRmoyaww/viewform?usp=sf_link Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS monthly newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
This guide from Quick Bookkeeping LLC is a must-read if you want to make sure your accounting firm data is secure and protected against the latest threats. Find out more at: https://quickbookkeepingllc.com/ Quick Bookkeeping LLC City: New York Address: 60 W 23rd St Website https://quickbookkeepingllc.com/ Phone +1-877-675-4340 Email scott.hall@betteronlineinfo.com
Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting!SponsorFreshBooks - https://earmarkcpe.promo/freshbooksTo learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountantsChapters (00:19) - Earn Free CPE (01:02) - Welcome Twyla Verhelst to the show (08:02) - How do you make advisory services efficient? (11:54) - What is "collaborative accounting"? (14:10) - Who are we collaborating with? (19:28) - Can you give us an example of this? (24:13) - How do we make the time for this when we're so busy helping with clients with other problems? (35:54) - Why clients are seeking financial advice elsewhere (39:36) - What is FreshBooks doing to help make collaborative advisory possible? (45:08) - FreshBooks has top-notch support (46:01) - Community partnership is a huge part of this (47:10) - Wrap up and where to learn more about FreshBooks (50:32) - Remember to Earn Free CPE by listening to this Episode Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Twyla VerhelstLinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=caTwitter: https://twitter.com/TwylaVerhelstInstagram: https://www.instagram.com/thattwylagirl/?hl=enLearn more about FreshBooks: Website: https://www.freshbooks.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Ben Richmond, Xero's Country Manager for the United States, joins us to discuss new Xero product features like improved inventory management and AI integration, plans for the upcoming XeroCon 2024 conference, the future of the accounting profession, and Xero's sponsorship of the FIFA Women's World Cup. Ben provides an insider's look into Xero's roadmap and vision for transforming accounting with technology. (00:00) - Intro and XeroCon Conference Plans (02:15) - New Xero Product Features (07:15) - AI in Accounting Software (14:30) - Rebranding the Accounting Profession (21:45) - Advice for Accounting Firms (25:30) - Activating Brand Sponsorships (30:15) - Xero's Small Business Fund (37:00) - Diversity and Inclusion in Accounting Meet Our Guest, Ben RichmondLinkedIn: https://www.linkedin.com/in/ben-richmond-ca-b8794220/Twitter: https://twitter.com/BenRichmond1Learn more about Xerohttps://www.xero.com/us/Show Notes: Xero Beautiful Business Fund (applications close Oct. 6)AI guideXero's 2023 Money Matters Report Future Focus: Xero's AI Guide for Accountants and Bookkeepers Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
In a first for a state bar, The Florida Bar is providing its entire membership of more than 111,000 lawyers with access to legal trust accounting software – a move designed to both help lawyers better comply with trust accounting rules and help protect members of the public from trust accounting errors. The initiative was spearheaded by F. Scott Westheimer, a partner in the Sarasota firm Syprett Meshad, who was sworn in June 23 as the bar's new president, and it was made possible through a relationship between the bar and the legal financial management company Nota, owned by M&T Bank. On the latest LawNext, host Bob Ambrogi is joined by Westheimer, together with Paul Garibian, the CEO of Nota, to discuss this precedent-setting initiative and what it could mean for lawyers and the public in Florida. Florida lawyers interested in learning more about Nota's availability in their state can do so at this link. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. Nota, the online business banking platform designed specifically for solo and small law firms. Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks. Universal Migrator, the easiest way to extract, query, and transfer practice management. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Looking for the perfect accounting software for your nonprofit? Don't miss our latest podcast episode! We explore the top options, making your decision-making process a breeze. Listen now and learn: The ins and outs of QuickBooks Online, Blackbaud Financial Edge, NetSuite, and Wave How to choose the right software based on your unique needs and budget Tips for streamlining financial management and boosting your organization's growth Tune in for an in-depth discussion that will help you maximize your nonprofit's financial potential. Visit the podcast page: https://100degreesconsulting.com/which-nonprofit-accounting-software-is-best-for-your-organization/ Understand your organizations numbers so that you can maximize your impact. Get your freebie here: https://100degreesconsulting.com/routine/
Heather Zeitzwolfe of GetRadBiz.com joins host Julie Hood to talk about business and accounting - and taxes - just in time for tax season. Get the full show notes and the business checklist at https://CourseCreatorsHQ.com/141. Note: This episode does not contain business, tax or legal advice. Visit your tax or legal specialist for advice for your business.LINKS MENTIONED Get the full Business and Accounting Checklist for free at https://coursecreatorshq.com/BizChecklist To connect with Heather Zeitzwolfe, visit GetRadBiz.com and sign up for her monthly workshop, How to Run, Read and Rock Your Profit and Loss Statement. KEY TAKEAWAYS FOR ONLINE COURSE CREATORS There are simple steps you can take to:Protect your businessTrack your income accuratelyAvoid mistakes with expensesDo better with bookkeepingGet the detailed checklist at https://coursecreatorshq.com/BizChecklist . COME VISIT! FREE 2023 Ultimate Course Creators Planner - https://coursecreatorshq.com/2023planner Sign up for my email list and get this free course Is My Course Idea Any Good? here. GoodPods Let's talk about this episode on GoodPods – https://CourseCreatorsHQ.com/goodpods (mobile only, download the app first) Clubhouse Connect with me on Clubhouse for FREE masterclasses at @JulieHood.Website https://www.CourseCreatorsHQ.comFacebook https://www.facebook.com/CourseCreatorsHQInstagram https://www.instagram.com/CourseCreatorsHQTwitter https://www.Twitter.com/CourseHQ
Join Timbo's Membership and take control of your marketing Oliver Garside is the Chief Evangelist of Rounded - an Aussie accounting software built by a freelancer to make other freelancers' lives easier. With a customer satisfaction rating of 99%, he's practically a customer whisperer. So, if you want to learn how to wow your precious clients and keep them happy, you'll love what Oliver has to share. It's a financially responsible episode 631 of The (13 year-old, award-winning) Small Business Big Marketing podcast. A little more about Rounded co-founder Oliver Garside ... Oliver Garside is the co-founder and Chief Evangelist of Rounded, an online accounting software built specifically to help Aussie freelancers manage the financial side of their businesses better. Think Xero or QuickBooks without all the unnecessary bells and whistles. He says he's his customers' biggest fan … a line that made me sit up and take notice. Why? Because, whilst we all pay lip-service to the idea that our customers are everything, I'm not sure enough of us truly live it day-to-day in our own businesses. To that end, Oliver's built an industry leading customer success function which consistently achieves a 99% satisfaction rating. So, let's find out what placing your precious customers front and centre actually looks like, how they can play an integral role in optimising your product or service offering, and how to nurture them so they stick around for a very long time. Oliver, welcome. Where'd the idea for Rounded come from? And what problem were you solving? BTW, Oliver has generously provided my listeners with a 20% off discount code for Rounded - Simply type Timbo in the Discount Code field when purchasing any 12-month plan. Businesses that make this podcast possible - Please support them DELL Technologies - Small business IT solutions Book Tim Reid to speak or emcee at your next business event As always, thanks for your support. May your marketing be the best marketing. Timbo Reid P.S. Tell me what marketing is working for you - 0480 015 150.See omnystudio.com/listener for privacy information.
Syndication Made Easy with Michael Giorgi & Sky Anderson Accounting software is a computer program designed to manage financial transactions, track income and expenses, and generate reports such as balance sheets, income statements, and cash flow statements. Accounting software can automate many of the repetitive tasks involved in financial management, such as data entry, bank reconciliations, and invoice generation. This allows businesses to save time and resources, and to focus on more strategic financial planning and decision-making. AI, or artificial intelligence, is transforming the accounting industry in several ways. One key area of transformation is in automating routine accounting tasks. For example, AI-powered software can learn to categorize expenses and income automatically, reducing the need for manual data entry. It can also automatically detect potential errors or anomalies in financial data, flagging them for review by human accountants. AI is also enabling more accurate and real-time financial forecasting. By analyzing large amounts of financial data, AI-powered software can generate more accurate predictions about future revenue and expenses. This can help businesses make more informed decisions about budgeting, investing, and pricing. Another area where AI is transforming accounting is in fraud detection. AI-powered software can detect patterns of fraudulent behavior, such as unusual transactions or manipulations of financial data, which can help prevent financial losses and protect against reputational damage. Overall, AI is transforming the accounting industry by enabling greater efficiency, accuracy, and insights into financial data. As AI technology continues to evolve, it is likely that we will see even more innovative applications of AI in accounting and financial management. Michael Giorgi is CEO/Chairman of Scarlett Books and Sky Anderson is The Vice President of Scarlett Books https://www.scarlettbooks.com/ Watch the Full Video here: https://youtu.be/3iJr0lCo5OA Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 INVEST with Vinney [Accredited Investors ONLY]: https://vinneychopra.com/invest/ https://www.accreditedinvestor.blog/book-a-call LEARN from Vinney: https://vinneychopra.com/mentoring Want more information about value-add multifamily investment properties? Click here: https://multifamilymentor.blog
Sasha Orloff built his first two companies at the same time. Now he's helping other founders figure out the financial puzzle they face on the startup journey. His latest venture, Mission Lane, has raised funding from top-tier investors like Oaktree Capital Management, Gramercy Ventures, QED Investors, and Goldman Sachs.
QuickBooks can be less daunting. After searching for tutorials on YouTube for "MTD" making tax digitally compliant and Quickbooks, I stumbled across Aaron Patrick by pure chance. Aaron, otherwise known by his handle "that Quickbooks Guy" has some amazing content that makes using QuickBooks less daunting for beginners. I followed that by signing up for the one-hour one-on-one which has now made my admin life a hell of a lot less stressful. So I thought why not reach out to him and ask him to drop on a bobcast and talk all things accounting? Which he very kindly accepted. He's based out of Derby which makes accounting sound less daunting. So you know the score by now! Kick back, grab your headphones get yourself a brew, and join us as we delve into various topics such as: Accounting for businesses Apprenticeships YouTube tech and more! "that Quickbooks Guy": LinkedIn: https://www.linkedin.com/in/aaron-patrick-a162024a/ Learn more about EXPO Watch the episode on PCA Overdrive PCA Overdrive is free for members. Not a member? Try our 7-day, free trial; $5.99/mo after. Download the app on the Apple Store or Google Play. Become a PCA member
Taking calculated risks can often lead to great rewards if done correctly. In this chat with Alexandru Anghel, co-founder of Solo, Alexandru shares journey from management consultant to startup founder. To begin, Alex quit his job as a management consultant and joined an incubator run by an experienced entrepreneur who became the first investor of Solo. From this experience, he learned how to hire, manage money, build a product that people love to use, and bootstrap for as long as possible before seeking out investors.Solo solves a problem for customers by providing them with an easy way to manage their finances and investments. It provides an automated system with transparent information on income, taxes, and paperwork filing that is easy to access and understand.What I love about this conversation is that Alex shares wonderful advice when seeking fundraising for the first time, his approach to creating a winning culture, and why bootstrapping for as long as you can has its advantages.Show highlights:0:50 – when was the first time you got your first taste of entrepreneurship?2:35 – you didn't think of another profession like being a lockpicker?6:33 – is there a lockpicking community in Romania?
As a small business owner, do you struggle with the financial side of the business? Managing your financials can be a challenge for a number of reasons. For example, are you using an accounting system, do customers pay you slowly, or does your record keeping need improvement. Cash flow and financial management is the lifeblood of any business. If some of these issues sound familiar, stay tuned, your business transformation begins now.Managing your cash flow and finances is crucial for the success of your business. Without proper financial management, even a profitable business can run into difficulties. Cash flow is the lifeblood of any business and It's essential that you're able to meet your financial obligations, pay your bills, and invest in the growth of your business.One of the first things to understand about cash flow is the difference between profit and cash flow. Profit is the money left over after all your expenses have been paid, while cash flow is the actual cash coming in and going out of your business. Even if your business is profitable, it doesn't mean you have positive cashflow.When it comes to financial management, one of the most important things to do is to keep accurate financial records. This means keeping track of your income and expenses by using an accounting system. This will help you to identify any financial problems early on and to take corrective action before they get out of control. Here are few tools you can use to manage your finances and cash flow:1 . Accounting Software. Accounting software can help you to track income and expenses, create invoices, estimates, and generate financial reports.2. Budgeting software. Budgeting software can help you to create and manage a budget. Budgets not only can be used to track your income and expenses, they can also provide insights into where your money is going and uncover opportunities to reduce costs.3. Financial Dashboards. Financial dashboards can help small business owners to visualize their financial data rather than reading reports full of numbers.the key takeaways in this episode are: Use an Accounting system to improve your recordkeeping. Create a budget to gain insights into where your money is going and look for opportunities to reduce costs. Use metrics such as financial ratios to manage your business. And finally, maintain a good relationship with your bank to get access to credit when needed. Cashflow and financial management are essential to your long-term success.Contact Us, Join Our Community, and Follow Us On Social MediaFacebook | https://facebook.com/schconycTwitter | https://twitter.com/SCH360Show notes, contact us | shownotes@theknowledgecatalyst.com | Include episode number
SCARLETTBOOKS: Automated A.I. Accounting Software Are you looking for a way to streamline your business accounting? If so, you'll want to check out our new automated A.I. accounting software! This software is perfect for businesses of all sizes, and it can help you save time and money. It's the future of business accounting! In this podcast, We will show you all the features of this software and how it can benefit your business. Click the link below to learn more and start saving today! https://www.scarlettbooks.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------
SCARLETTBOOKS: Automated A.I. Accounting Software In this podcast, we are going to show you how to use automated A.I. accounting software for your business. This software is great for tracking expenses, receivables and more. By using this software, you'll be able to keep your business running smoothly and make sure you're always in compliance with financial regulations. If you're looking for a way to improve your accounting business, then this is the podcast for you! https://www.scarlettbooks.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------
SCARLETTBOOKS: Automated A.I. Accounting Software In this podcast, we'll be reviewing the Automated A.I. accounting software. This software is designed to help businesses automate their accounting processes. This software is very easy to use and can be used by businesses of all sizes. If you're looking for a reliable and affordable accounting solution, then look no further! https://www.scarlettbooks.com/ Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,500 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------
Welcome to another Ask Me Anything (Ask Us Anything?) episode! Each week we'll answer your questions on STR, real estate, OTAs, and everything in between.Today's Question:What do you recommend for accounting software for STR owners? Is there something specific for our industry or is Quickbooks still the gold standard?Thanks to everyone who submitted questions. To hear your voice on the show and send a question to Sarah & Annette, visit Speakpipe.com/ThanksforvisitingAMAResources:StessaXeroWaveQuickbooks OnlineThanks for Visiting is produced by Crate Media.
In this episode, Sean & Matt Bontrager talk about money saving tips every creator should know. All tax advice from an expert! ****** Book a call with Matt Bontrager's team & ensure you keep more of your hard-earned income here
Setting up mail and contact sync on an iPhone. Replacing or repairing a MacBook Pro with a malfunctioning keyboard. Troubleshooting Wyze Cam connectivity issues. Sourcing parts for a custom-built PC. Using online manuals for family tech support. Unclogging an InkJet printer's printheads. Troubleshooting battery drain for a SimpliSafe keypad. Logging in to Gmail on an iPhone. Finding a replacement for Quickbooks. Plus, conversations with Johnny Jet, Scott Wilkinson, and Dick Debartolo. Ignoring the Jan. 6 hearings? Michael Luttig explains why you shouldn't. - The Washington Post @judgeluttig (@judgeluttig) / Twitter Gmail - Email by Google on the App Store Add an email account to your iPhone, iPad, or iPod touch - Apple Support DM-50D - Pioneer DJ - USA Turntables, Home Theater Surround Sound Speaker Systems and Home Audio Products | Fluance MacBook Pro 13" Retina Display Late 2013 Keyboard Replacement - iFixit Repair Guide Refurbished 13.3-inch MacBook Air Apple M1 Chip with 8‑Core CPU and 7‑Core GPU - Gold - Apple Wyze Cam v3 | Wired Security Camera How to reset your Wyze Cam v3 – Wyze Amazon.com: 20Pcs Mounting Plastic Pins for Intel LGA 775 Socket CPU Cooler Heatsink Fans : Electronics LGA 1366/Socket B Computer Fan/Heatsink Brackets and Accessories for sale | eBay TCL Support Amazon.com: Amazon Brand - Solimo 99% Isopropyl Alcohol For Technical Use, 16 Fl Oz (Pack of 12) : Health & Household SimpliSafe Home Security Systems | Wireless Home Security Alarms Keypads drain batteries in 1 week | SimpliSafe Community Use our built-in browser in QuickBooks Desktop Invoice and Accounting Software for Small Businesses - FreshBooks What's The Worst Thing About Having A Food Processor? | Giz Wiz Biz Host: Leo Laporte Guests: Mikah Sargent, Scott Wilkinson, Johnny Jet, and Dick DeBartolo Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1907 Download or subscribe to this show at: https://twit.tv/shows/the-tech-guy Sponsors: UserWay.org/twit meraki.cisco.com/twit itpro.tv/twit promo code TWIT30
Is Google going downhill? Firefox reaches 100, finding duplicate photos and videos, accounting software for charities, could an iPhone be compromised by a fraudulent text message? Factory resetting an iPhone, adding more ethernet ports to a router, a map of the internet, finding the right Mac computer for a relative, and conversations with Sam Abuelsamid, Chris Marquardt, and Rod Pyle. I Cut Google Out Of My Life. It Screwed Up Everything - Kashmir Hill Celebrating Firefox 100 Data Brokers Track Abortion Clinic Visits for Anyone to Buy - Wired Julian Vargas - techjv.com Top 11 Low-Cost Nonprofit Accounting Software - doublethedonation.com Could an iPhone be compromised by a fraudulent text message? Factory resetting an iPhone Adding more ports to a router Map of the Internet - infrapedia.com Host: Leo Laporte Guests: Sam Abuelsamid, Chris Marquardt, and Rod Pyle Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Show notes and links for this episode are available at: https://twit.tv/shows/the-tech-guy/episodes/1892 Download or subscribe to this show at: https://twit.tv/shows/the-tech-guy Sponsor: Blueland.com/TECHGUY