Accounting & Bookkeeping

A government accountant struggles to create accurate cash flow statements for proprietary/enterprise funds using outdated worksheets, especially with new GASB standards and increased auditor scrutiny.

Struggling to identify nonprofits that are open to switching auditors due to frequent 'we already have a CPA' rejection.

Firms spend excessive time chasing clients for financial documents like invoices, bank statements, and tax records.

A CPA firm owner lacks accessible, comprehensive, and tax-software-specific training on complex K-1 activity and basis tracking.

S Corp owner lacks guidance on how to properly document shareholder annual meetings and update the corporate minute book.

Staff consistently fail to properly reconcile QuickBooks Online accounts by not selecting all transactions for the time period, requiring constant correction.

Bookkeepers rarely split vehicle expenses between personal and business use for owner-operated companies, creating tax compliance issues.

Accountants cannot use personal phones or generic scanner apps to scan and handle client financial documents due to firm-mandated software, data security policies, and compliance obligations like WISP/GLBA, forcing reliance on approved tools that may be inconvenient.

A business owner needs to adjust T4 amounts for source deductions but lacks the proper tools in QuickBooks Online to handle liability adjustments like in QuickBooks Desktop.

A small service business owner is struggling with messy month-end bookkeeping and wants to understand how bookkeeping software for bank reconciliation fits into daily workflow, compared to manual line-by-line matching.

A remote outsourcing provider struggles to find CPA firms open to back-end support due to inability to attend local networking events in other regions.

CPA firm owner is unsure if cold email campaigns are effective for landing new clients and wants evidence of success from peers.

Accounting professionals waste significant time on manual, recurring tasks that could be automated.

CPAs struggle to comply with the new FASB ASU 2023-08 fair value accounting standard for crypto assets held by small and medium-sized business clients.

Specialty secondary reviews and quality control checks create significant bottlenecks in tax preparation workflows at accounting firms.