Episode notes
What tools does a CPA use to run a small accounting firm?
On the Small Business Solutions Podcast (SBSPod), Nelson Gray talks with accountant and fractional CFO Evan Badzik about the software he uses for bookkeeping, tax prep, invoicing, and a simple online presence.
Evan runs Basic Accounting and Tax Services. He uses QuickBooks and Xero for monthly accounting, Intuit ProConnect for tax returns, Excel for tracking work, Wix for his website and invoicing, and Gmail plus Google Calendar to stay organized.
In this episode, we discuss:
- The core tools a solo CPA uses for client work and running the firm
- QuickBooks and Xero for monthly bookkeeping
- Intuit ProConnect for tax preparation
- Why he works in the client’s accounting software instead of forcing one system
- Using Wix for a website, domain, and invoices
- How billing, payments, and bookkeeping can spread across four platforms
- Choosing the best tool for one need, then getting locked into subscriptions
- Using the slower tax season to improve processes
- Tracking clients, deliverables, and follow-up without a complex CRM
- Posting on Facebook and LinkedIn so the right clients can find him
If you want a clear look at small business accounting software and how a working CPA actually uses it, this episode breaks down the stack in plain language.
Subscribe to SBSPod for practical tools and systems for small business owners.
Go solve problems, and I’ll see you in the next episode.
#SBSPod #SmallBusinessSolutions #CPATools