Case Study: Bookkeeping
In this guide, I explain how I use Excel Power Query to automate bookkeeping tasks for QuickBooks Desktop. This method is not perfect but saves a lot of time. Below, I will share how I transform raw bank transaction data into a batch transaction data format that QuickBooks Desktop can import. I. When we have…
Case Study: Extracting Pdf pages
Organizing Stock Documents for Form 8949 Using Google Colab During income tax season, one of the most time-consuming tasks is organizing stock-related documents provided by clients. Some clients may have over five stock accounts for both spouses, and others may have a single account with a high volume of transactions. From these stock documents, the…
Case Study: Editing Pdf Pages – Split a Single Page into Three Pages
Splitting a Single Page into Three Pages Using Google Colab In January, many businesses file 1099 forms. The payroll program we use generates 1099 forms with three forms printed on a single page, like the image on the left below. However, when emailing these forms to individual contractors, each form must be separated into its…
Case Study: Send Bulk Texts to Customers Monthly with Bulk Texter Pro
In a CPA firm, one of the most repetitive monthly tasks is reaching out to clients to request sales information, share sales tax calculations, and inquire about payroll details. When done manually, these tasks can take up valuable time. With Bulk Texter Pro, you can automate all these processes and communicate effectively with your clients…
Case Study: Send bulk 2024 Income Tax Notice Emails
As we approach the 2024 income tax season, it’s essential to streamline communication with clients. To ensure all necessary information is collected in a timely manner, I’m planning to send personalized emails tailored to each client’s needs. Here’s how the process is set up: 1. Organize Client Data in Google Sheets The email will be…
Case Study: Sending Bulk BOI Notice Emails
As part of compliance with the Beneficial Ownership Information (BOI) reporting requirements, I recently sent out notification emails to our clients. Preparing the Email List The initial step was to organize the data in an Excel file. This file contained essential information, including names and email addresses associated with the 2023 income tax filings. Since…