NEWS AND HELPFUL INFORMATION ABOUT ACCOUNTING AUTOMATION
Integration set to automate and streamline data management and tax preparation. PRESS RELEASE FROM KORONA POS LAS VEGAS — In an exciting move set to transform how businesses handle their financial management and retail operations, Bookkeep, the best-in-class accounting automation platform, has joined forces with KORONA POS, a leading retail point
Former Intuit and Liscio Senior Leader Will Drive Strategy to Increase Awareness and Adoption Among Accountants and Bookkeepers for the Revenue & Sales Tax Automation Leader Brooklyn, NY (Nov 6, 2023) – Bookkeep, the leading accounting automation platform for ecommerce and retail, today announced the hiring of Alison Ball
SUMMARY Ecommerce sales tax has become extremely complex – and the rising accountant shortage makes it even more difficult for retailers. Bookkeep CEO and Co-founder Jason Richelson explains how retailers can solve this in his most recent column for Accounting Today. READ THE FULL ARTICLE
SUMMARY Jason joins technologists Randy Johnston and Brian Tankersley on CPA Practice Advisor’s podcast, The Technology Lab, to discuss how accountants can improve their revenue accounting through automation. READ THE FULL ARTICLE
Accountants often find Treez to be a headache, finding issues with multiple reports running (with 10s of columns and 100s of daily orders). This makes for persistent difficulty interpreting and transforming the data into accurate accounting entries. Fortunately, Bookkeep solves these issues by automatically connecting Treez to QuickBooks Online, Xero,
Accountants often find Mindbody to be a headache, finding issues with clunky, time consuming accounting processes. Often, accountants must run multiple reports to capture the entire range of daily activity: daily closeout, gift card reports, etc. Moreover, data isn’t transparently reflected in the default Mindbody reports (e.g., the amount
Accountants often find Clover to be a headache, finding issues with clunky, time consuming accounting processes. Much of the time, accountants must run reports to capture the entire range of daily activity, create formulas and pivot tables, etc. Moreover, some accounting data isn’t fully reflected in the default Clover
Accountants often find Square to be a headache, finding issues with: Time-consuming work running reports to capture the entire range of daily activity for both sales and payouts Complexity around Square’s treatment of Square invoices, which recognizes sales only when the full balance is paid off and with proper
SUMMARY In this column for Thomson Reuters, Jason explains why we’re not going to see the transformation of AI right now in account reconciliation for retailers and restaurants. The piece explores the promise of AI in retail, how it affects CFOs, and what they can do to address the gaps. READ THE
Additional Integrations with Clover, Toast and MindBody Strengthen Bookkeep’s Position As the Market Leader in Automated Ecommerce Accounting St. Louis, Mo. (June 26, 2023) – Bookkeep, the smarter accounting automation platform, today at Scaling New Heights announced a new integration with Zoho Books, a cloud-based accounting software system used
Michelle and Dan are joined by Jason Richelson from Bookkeep as well as Don Peterson from DAVO to discuss how these two companies are teaming up to be able to compile online sales data into QuickBooks so that you can automatically file and remit sales tax payments. Put your sales
SUMMARY For CFOs, gauging productivity has been difficult. With the accounting shortage impacting many organizations, productivity must work hand-in-hand with technology. Bookkeep CEO & Co-founder Jason Richelson is quoted in CFO.com explaining why good software that moves accounting work to automated workflows is essential to boosting employee morale, talent retention,
SUMMARY In this column for Thomson Reuters, Jason makes the case for why tax & accounting firms should consider switching to a specialization-focused service model to more fully leverage their talent and avoid burnout. READ THE FULL ARTICLE
SUMMARY Bookkeep CEO & Co-founder Jason Richelson outlines the biggest challenges automation will solve for accounting firms in 2023 for Accounting Today. READ THE FULL ARTICLE
The Bookkeep and DAVO by Avalara integration will enable clients to automatically set aside sales tax, file and make payments, eliminating tedious manual work for accountants and helping businesses avoid costly penalties for late or inaccurate tax filings New York, NY (March 1, 2023) – Bookkeep, the smarter accounting automation
Guest author Maureen Stevens of Sheer Distinction Services, LLC. discusses her business and how she is working smarter with Bookkeep automation. My name is Maureen Stevens, and I am the Co-Owner of Sheer Distinction Services, LLC. We are a family-owned business. My father is my partner and my son (when
There are hundreds of channels to make sales and collect revenue. But fewer businesses integrate these platforms into their accounting systems due to the complexity. Here’s what you need to know about ecommerce and POS automation.
Michelle and Dan are joined by accounting pro, Rachel Dauchy, and Bookkeep’s CEO and co-founder, Jason Richelson to discuss ways to integrate an online sales channel by only using a report. Watch the webinar
Guest author Donna Reade of Titans of Virtual Bookkeeping discusses her business and how she is working smarter with Bookkeep automation. My name is Donna Reade, I am the Trailblazer and Master of Innovation for Team Reade Inc (doing business as) Titans of Virtual Bookkeeping, a virtual bookkeeping business. Day-to-Day: