Diane Yetter

We'll start by assessing your current business hurdles to set a clear starting point for your new path to year-round success. 💯 If you’re a tax professional looking to improve your practice, schedule a FREE call with our team to learn how the Main Street Tax Professional certification can help you succeed - https://lnkd.in/esw2XwTC #cpa #advisory #compliance #demo #business #practice #certification #taxes

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Like using ShareFile in your accounting/tax practice, but tired of being the helpdesk because clients can't remember how to log into the ShareFile portal? Here's what Elizabeth Riker, EA of Asbury Tax Advisors is saying: I get so many clients asking me to help them remember how to log into their ShareFile portal. Pipeline has made this super simple for everyone. Clients get a personal, secure upload link via their email–no login required. After upload, Pipeline automatically moves the files to the correct ShareFile folders. Eliminated so many emails and phone calls! ======== 👉 Want to see how Pipelineapp.io is helping other accounting/tax practices? (LinkedIn) https://lnkd.in/grZQadrE #cpa #taxseason #automation

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At Fourlane, I enjoy helping provide powerful solutions to our clients' needs, helping them save time, alleviate stress, and grow their businesses. With QuickBooks Enterprise - and our team's knowledge and experience - we are able to do just that! This was the result of one of our recent case studies. Check it out! #Fourlane #QuickBooksEnterprise

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One question we're often asked is 'Do you have a Bookkeeper Test for Nonprofits? Well now we do! If you're looking to hire a bookkeeper for a 501(c)(3) organization you can now check whether they understand some of the important accounting requirements. #hirefastwithconfidence https://lnkd.in/g-jcn4HZ

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The Top Tip for Reviewing Tax Returns: What would you say? By Ed Mendlowitz 202 Questions and Answers: Managing an Accounting Practice Go PRO for members-only access to more Edward Mendlowitz. http://dlvr.it/TBqJJl #CPA #tax #accounting

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Did You Miss the April 15th Tax Deadline? THIS IS NOT A TRAINING SESSION!!! This webinar is for INFORMATION ONLY!!! Join me for a Tax Webinar on Thursday, August 22nd, 2024, at 7 pm CST. If you missed the April 15th tax deadline, this webinar is designed specifically for you. While this is not a training session, it will provide crucial information to help you navigate your tax situation. Remember, this session is purely informational, offering you guidance and clarity to take the right steps.

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📈 ATTN: Creative Startups and Small BIZ!!! Free webinars on quickbooks are quickly approaching. QuickBooks Online will be presented by SCORE every Thursday in September. Beginners and experts alike, choose your session or take them all

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Reconciled Solutions Tuesday Tip: Make these 5 things part of your daily QuickBooks Online routine ✅ Where do you go first when you sign into QuickBooks Online? Do you have a specific set of pages you check? We recommend you make it a habit to visit areas that display the most critical, time-sensitive information in your company file. Start with these five: https://loom.ly/WonW3iQ #tuesdaytip #quickbooks #quickbooksonline #bookkeeping

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We just published a new blog post about various tax strategies and deductions available to small business owners, learn more from your friends at Novell Business Solutions Inc. Just click below.

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⛵ “𝑾𝒆 𝒄𝒂𝒏𝒏𝒐𝒕 𝒅𝒊𝒓𝒆𝒄𝒕 𝒕𝒉𝒆 𝒘𝒊𝒏𝒅 𝒃𝒖𝒕 𝒘𝒆 𝒄𝒂𝒏 𝒂𝒅𝒋𝒖𝒔𝒕 𝒕𝒉𝒆 𝒔𝒂𝒊𝒍𝒔.” Bertha Calloway This week's Portland Community College 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐥𝐚𝐧𝐝𝐢𝐚 newsletter includes two items of interest to our aspiring tax professionals: 🔍 An "𝑨𝒔𝒌 𝒕𝒉𝒆 𝑬𝒙𝒑𝒆𝒓𝒕𝒔" webinar from Intuit TurboTax where people can witness tax planning in action.   🔍The Internal Revenue Service has released its 2025 tax inflation adjustments, which is an interesting annual process to see what changes and by what amount. Also, a sobering story from the CPA firm of 𝐄𝐫𝐧𝐬𝐭 & 𝐘𝐨𝐮𝐧𝐠 is a reminder of the role of ethics in accounting (regardless of what your immediate manager suggests you to do). For career planning, learn about the different kinds of interviews, including 𝘱𝘢𝘯𝘦𝘭, 𝘨𝘳𝘰𝘶𝘱, 𝘮𝘰𝘤𝘬, 𝘷𝘪𝘳𝘵𝘶𝘢𝘭 & 𝘰𝘱𝘦𝘯. Don't forget to sign up in advance for the 𝐏𝐂𝐂 𝐂𝐚𝐫𝐞𝐞𝐫 𝐂𝐞𝐧𝐭𝐞𝐫'𝐬 "𝑷𝒊𝒄𝒌 𝒂 𝑴𝒂𝒋𝒐𝒓/𝑪𝒂𝒓𝒆𝒆𝒓" webinar on the 30th. 🍂 𝐄𝐧𝐣𝐨𝐲 𝐨𝐮𝐫 𝐜𝐫𝐢𝐬𝐩 𝐟𝐚𝐥𝐥 𝐰𝐞𝐚𝐭𝐡𝐞𝐫 𝐚𝐧𝐝 𝐬𝐮𝐧𝐬𝐡𝐢𝐧𝐞! #accountingstudent #accountingstudents #accountingcareers #careerfair #accountingmajor #internships #cpa #accounting #accountinginternship #networking #onthewaytocpa #startheregoplaces https://lnkd.in/gJrPz6QX

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How to Reconcile in QuickBooks Online Step-by-Step Guide❓ In this guide, we’ll walk you through the process of reconciling in QuickBooks Online, providing easy-to-follow steps to help you navigate the process with confidence. By the end, you’ll be equipped with the knowledge and tools needed to reconcile your accounts quickly and accurately, giving you peace of mind that your financial data is in order. Let’s get started! 👇 https://lnkd.in/gTVWVQQ4 #taxseason2024 #tax #sagenext #quickbooks #software #reconcile #stepbystepguide

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In this episode of the Progressive Agency Podcast, Stephen Woessner from Predictive ROI shares invaluable insights on tax planning, agency finances, and time management. He highlights the importance of proactive tax planning, establishing robust AR/AP and cash flow systems, and pinpointing your "Big 3" activities that bring joy and drive business growth. Stephen recounts how he overcame financial confusion by developing frameworks to streamline operations and focus on priorities. We also explore time management strategies for busy agency owners, such as Stephen's "Big 3" approach — focusing on three key activities that foster personal joy and business success, while delegating tasks that don't align with these priorities. Tune in to this episode to discover how agency owners can optimize deductions, enhance profitability, and boost efficiency: https://hubs.la/Q02DW3qW0

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Even small grants can bring big administrative challenges. Are you ready for the reporting requirements and potential IRS scrutiny? Discover how to balance costs against benefits to ensure your non-profit thrives. https://lnkd.in/gFDgPNTq #SmartFunding #NonProfit #Grants #KRDCPAs

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