Accounting & Bookkeeping

Accountants are using Excel with tiny font sizes (e.g., 8pt) and high zoom (e.g., 150%), making spreadsheets hard to read and collaborate on.

HR needs to find engaging CPE credit sources that employees will enjoy, as current provider Lumiq has mixed reception.

Finance professional needs free resources to practice preparing T2 corporate tax returns by comparing their work against real company financials.

Small business owners need to show proof of income but are unsure how to organize their paid invoices effectively.

A professional accountant who has worked at large firms and now solo is concerned that Blackline is wasteful and error-prone, and wants to know if midsize firms actually use it and whether it's worth the hassle.

Manual journal entry and ledger posting is tedious and boring, making accounting tasks feel unsustainable.

FreshBooks app no longer automatically attaches receipt photos to expenses, forcing manual effort to attach them.

Unclear about the scope and typical process of rescue or book cleanup projects for SMBs, and needs guidance to prepare and potentially automate accounting tools for such engagements.

Sole proprietor needs guidance on how to properly handle multiple 1099-K forms when filing Schedule C to avoid double reporting.

An aspiring bookkeeper is unsure about the best way to set up client accounts in QuickBooks or Xero, including account structure, payment, and bank feed linking.

Accounting professionals waste time manually reconciling reimbursement expenses because their payroll software (Gusto) doesn't automatically assign reimbursement line items to the correct QuickBooks Online accounts during payroll processing.

Sole proprietor unsure which tax deductions qualify and how to correctly categorize expenses on Schedule C.

Accountants find certain workflows in accounting tedious and annoying, seeking to automate or streamline them.

Needs best practice for setting up equity accounts in QuickBooks for two shareholders with separate APIC and distribution tracking, frustrated by lack of sub-account support compared to previous industry-specific software.

Accountants lack AI software specifically tailored to accounting tasks, relying on generic tools like Claude.