Insightful Accountant

Insightful Accountant Insightful Accountant is a news and information source for tech-minded accountants, bookkeepers, ProAdvisors and SMB Advisors.

04/17/2020
Tax Practice News

Join Liz Mason, Editor of Tax Practice News and Will Lopez, Head of Accountant Community at Gusto, live on Facebook!

Will + Liz State of the Union

Your job is only as easy as the workflow put in place both. Imagine: You and your team are able to track time from any l...
04/17/2020
Overcoming the 5 Most Common Accounting Workflow Inefficiencies

Your job is only as easy as the workflow put in place both. Imagine: You and your team are able to track time from any location, and easily sync all expense reports and invoices to QuickBooks with a click of a button. Sound too good to be true? Maybe not.

https://www.intuitiveaccountant.com/educational-webinars/overcoming-the-5-most-common-accounting-workflow-inefficienc/#.Xpn1klNKhTY

May 19 @ 12:00 p.m. ET: During this webinar, we'll share solutions for lack of insight info performance metrics, data syncing, preventing double entry, time and expense tracking, secure data storage and more.

Automating Accounts Payable for Best Practices in Efficiencyhttps://www.intuitiveaccountant.com/educational-webinars/aut...
04/17/2020
Automating Accounts Payable for Best Practices in Efficiency

Automating Accounts Payable for Best Practices in Efficiency

https://www.intuitiveaccountant.com/educational-webinars/automating-accounts-payable-for-best-practices-in-efficiency/#.XpnrnFNKhTY

April 21 @ 2:00 p.m. ET: During this webinar you will learn how a productive streamlined process can function utilizing an automated accounts payable solution. Transform this process by creating a system which includes a collaborative workflow.

🚨 New Webinar 🚨 This presentation will guide users on the best ways to maximize the efficiencies created by the Canopy s...
04/17/2020
Simplifying Tax Resolution Cases with Tax Software

🚨 New Webinar 🚨 This presentation will guide users on the best ways to maximize the efficiencies created by the Canopy software suite. It will also include various tips and tricks that will help you get the best results for your client.

https://www.intuitiveaccountant.com/educational-webinars/simplifying-tax-resolution-cases-with-tax-software/#.XpnQ21NKhTY

May 28 @ 2:00 p.m. ET: This presentation will guide users on the best ways to maximize the efficiencies created by the Canopy software suite. It will also include various tips and tricks that will help you get the best results for your client.

The Internal Revenue Service has shared that as of May 1, 2020, the Special Enrollment Examination is revised to reflect...
04/17/2020
Special Enrollment Examination Update from Tax Practice News

The Internal Revenue Service has shared that as of May 1, 2020, the Special Enrollment Examination is revised to reflect tax law for the calendar year 2019.

https://www.intuitiveaccountant.com/tax-and-practice-management/special-enrollment-examination-update-from-tax-practice-news/#.Xpm1K1NKhTY

The Internal Revenue Service has shared that as of May 1, 2020, the Special Enrollment Examination is revised to reflect tax law for the calendar year 2019.

04/16/2020
Tax Practice News

Checkout Laura Redmond in "How to Become a Paperless Practice," a webinar focused on helping you identify workflows ripe for digitizing paper, finding and implementing the right tools, and removing roadblocks.

As services & tech evolve, so should your practice. In this session on April 23, we will cover the various aspects of pr...
04/16/2020
The Evolving Practice Management Lifecycle

As services & tech evolve, so should your practice. In this session on April 23, we will cover the various aspects of practice management, tools for client collaboration & strategies to create an efficient client experience.

https://www.intuitiveaccountant.com/educational-webinars/the-evolving-practice-management-lifecycle/#.XpiEvVNKhTY

April 23 @ 2 p.m. ET: As services & tech evolve, so should your practice. In this session we will cover the various aspects of practice management, tools for client collaboration & strategies to create an efficient client experience.

Insightful Accountant International Coverage: UK Accountancy Professionals “fatigued” by Complexity of Tech Choiceshttps...
04/14/2020
Insightful Accountant International Coverage: UK Accountancy Professionals “fatigued” by Complexity of Tech Choices

Insightful Accountant International Coverage: UK Accountancy Professionals “fatigued” by Complexity of Tech Choices

https://www.intuitiveaccountant.com/people-and-business/insightful-accountant-international-coverage-uk-accountancy-/#.XpXcwlNKhTY

Recent study shows 40% of UK Accountancy Professionals believe the quality of client engagements suffer as a result of how firms use technology.

Make sure to register for the 2 p.m. CPE webinar while it's still open! What Every Accountant Needs to Know About the CA...
04/14/2020
(CPE) What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA

Make sure to register for the 2 p.m. CPE webinar while it's still open!

What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA: https://www.intuitiveaccountant.com/educational-webinars/what-every-accountant-needs-to-know-about-the-cares-act-ppp-/#.XpXGrlNKhTY

April 14 @ 12 & 2 p.m. ET: With thousands of small business owners searching for needed funding to retain and pay their employees, it's important to understand the CARES Act, PPP & FFCRA. Let's discuss SBA loan requirements and how to maximize it.

The 12 p.m. webinar is full - register now for the 2 p.m. webinar before we fill up again! Both Webinars give CPE - What...
04/13/2020
(CPE) What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA

The 12 p.m. webinar is full - register now for the 2 p.m. webinar before we fill up again! Both Webinars give CPE - What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA.

https://www.intuitiveaccountant.com/educational-webinars/what-every-accountant-needs-to-know-about-the-cares-act-ppp-/#.XpTHeFNKhTY

April 14 @ 12 & 2 p.m. ET: With thousands of small business owners searching for needed funding to retain and pay their employees, it's important to understand the CARES Act, PPP & FFCRA. Let's discuss SBA loan requirements and how to maximize it.

Working remotely with internal teams and clients has become a necessity in these challenging times. NetSuite's cloud sol...
04/13/2020
Using a Cloud Solution to Boost Remote Collaboration in Outsourcing

Working remotely with internal teams and clients has become a necessity in these challenging times. NetSuite's cloud solution, trusted by over 20,000 companies provides software & services to manage business finances. Learn more in this webinar on June 16.

https://www.intuitiveaccountant.com/educational-webinars/using-a-cloud-solution-to-boost-remote-collaboration-in-outs/#.XpTAGVNKhTY

June 16 @ 2:00 p.m. ET: Working remotely with internal teams and clients has become a necessity in these challenging times. NetSuites cloud solution, trusted by over 20,000 companies provides software and services to manage business finances & more.

Intuit's QuickBooks ProAdvisor Team has announced a new 'Re-certification Window' for 2020. This 'Re-certification Windo...
04/13/2020
Intuit issues QBO ProAdvisor Re-certification Window for 2020

Intuit's QuickBooks ProAdvisor Team has announced a new 'Re-certification Window' for 2020. This 'Re-certification Window' information addresses only QuickBooks Online (Core & Advanced) ProAdvisors, not QuickBooks Desktop ProAdvisors.

https://www.intuitiveaccountant.com/training-center/intuit-issues-qbo-proadvisor-re-certification-window-for-2020/#.XpSjBlNKhTY

Intuit's QuickBooks ProAdvisor Team has announced a new 'Re-certification Window' for 2020. This 'Re-certification Window' information addresses only QuickBooks Online (Core & Advanced) ProAdvisors, not QuickBooks Desktop ProAdvisors.

Learn what employers and entrepreneurs need to know about the latest developments in the rapidly changing COVID-19 Econo...
04/13/2020
COVID-19 Economic Stimulus Update

Learn what employers and entrepreneurs need to know about the latest developments in the rapidly changing COVID-19 Economic Stimulus package and how those developments affect your business finances in this webinar on April 15.

https://www.intuitiveaccountant.com/educational-webinars/covid-19-economic-stimulus-update/#.XpSawVNKjBI

April 15 @ 12:00 p.m. ET: What employers and entrepreneurs need to know about the latest developments in the rapidly changing COVID-19 Economic Stimulus package and how those developments affect your business finances. Presented by Will Kinsey.

04/10/2020
Liz

Join Will Lopez and Tax Practice News Editor Liz Mason as they discuss changes in the PPP guidance from the SBA, Treasury Dept. and much more!

Our CPE webinar "What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA" scheduled for April 14th at 12:...
04/10/2020
(CPE) What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA

Our CPE webinar "What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA" scheduled for April 14th at 12:00 p.m. Eastern is FULL. But we made a SECOND time for this live webinar at 2:00 p.m. Eastern you can still register for! Both will be LIVE and CPE credit given: https://www.intuitiveaccountant.com/educational-webinars/what-every-accountant-needs-to-know-about-the-cares-act-ppp-/#.XpDngVNKjBI

April 14 @ 12:00 p.m. ET: With thousands of small business owners searching for needed funding to retain and pay their employees, it's important to understand the CARES Act, PPP & FFCRA. Let's discuss SBA loan requirements and how to maximize it all.

(CPE Webinar) What Every Accountant Needs to Know About the CARES Act, PPP and FFCRAhttps://www.intuitiveaccountant.com/...
04/10/2020
(CPE) What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA

(CPE Webinar) What Every Accountant Needs to Know About the CARES Act, PPP and FFCRA

https://www.intuitiveaccountant.com/educational-webinars/what-every-accountant-needs-to-know-about-the-cares-act-ppp-/#.XpCgslNKhTY

April 14 @ 12:00 p.m. ET: With thousands of small business owners searching for needed funding to retain and pay their employees, it's important to understand the CARES Act, PPP & FFCRA. Let's discuss SBA loan requirements and how to maximize it all.

Progress being made in tech have allowed CPAs to refocus their time from traditional bookkeeping to higher-level advisor...
04/09/2020
Advising Clients on Strategy and Innovation | How 2020 has Changed the Rules

Progress being made in tech have allowed CPAs to refocus their time from traditional bookkeeping to higher-level advisory. During our webinar on April 21, we’ll be focusing on how to advise your clients on overall business strategy & more.

https://www.intuitiveaccountant.com/educational-webinars/advising-clients-on-strategy-and-innovation-%7C-how-2020-has-c/#.Xo9PHtNKhTY

April 21 @ 12 p.m. ET: Progress being made in tech have allowed CPAs to refocus their time from traditional bookkeeping to higher-level advisory. During our webinar, we’ll be focusing on how to advise your clients on overall business strategy & more.

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Want to learn more about Liscio and what tools they offer your clients? Check out Insightful Accountant's webinar with Liscio CEO Chris Farrell on Feb. 6: https://www.intuitiveaccountant.com/educational-webinars/esignature-best-practices-for-tax-season/#.XhS3KhdKhTY
Awhile back you wrote about using Intuit logo, name, images on our own website, business cards etc. For the life of me we can not find the article. Please point us in the right direction.
Are you guys familiar with https://quickbooksfilerepair.com I need to have our company file fixed because it won't condense and this company claims they can do it but I'm worried about sending my data file to them since I know little about them. They seem legit but I'd like to hear it from someone else as well. Thanks in advance.
Does anyone know how to print a Balance sheet in QBO that doesn't show Zero balance accounts? Qbooks support doesn't seem to know.
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What payroll package do you suggest for multi state withholding for payroll? Intuit can't handle it, APS and Gusto can't handle it. I tried to call Kronos and no one was available to discuss it. Help! We have PenSoft but are looking to change.