Cam Matheny

@uptonaccounting I did see a mention of using their QB Live for help setting up COAs. I guess I'm my client's QB Live.

@CamMatheny They used to have some good templates but now there is just the import where you can setup your own. We now have templates we have created and import those basics as a starting point.

QBO Help for reluctant convert: Are there basic COA templates available in QBO like there was in QBD? They weren't perfect, but they were a good starting poitnt. I know this is a basic question, but for once Google has failed me. #taxtwitter #caastwitter

Finally renewing Ultratax for 2024 and I had to decline automatic renewal for next year. When you do that it asks why. So this is what I said: "There is a significant chance I will be on a different platform. Thanks for being evil."

@MsV_WV Have you thought about outsourcing the production and white labeling it like it's your own? Just a thought.

My mom has upgraded me from corn casserole to pies for our Thanksgiving dinner. This will be the most stressful week of my life.

@ShaynaCPA I hope you have a great time!

My “baby” boy comes home today!! (Don’t even think about that spelling correction. We don’t correct texts anymore. We both know we can spell.)

This is what I need to get through today!

@JWellsTax I would love to find an older BMW convertible with a stick shift.

I was taught how to drive in my dad’s stick shift pickup truck (back when they weren’t McTanks). And my second car was a stick shift. I’d probably still have one if my spouse and I didn’t share our vehicle.

@CPATaxTeam Just got our renewal from BCBS....22% increase. Over 4 years my premiums have gone up 75.3%. We have a pretty sweet plan, but its getting steep.

Health Insurance premium for Employee only coverage through Blue Cross...$960/month with a $5500 deductible plan. Family plan is $2881/month. Who in their right mind can afford $12k per year for just health insurance? $35k/year for a family just for health insurance. #insurance

Hey #taxtwitter, have any of you successfully handed off your inbox to someone else to manage? I'm getting VERY overwhelmed, and I'm thinking it would be helpful to have someone keeping track of items that need my attention and items that could be handled by staff.

@EdCokeley @LorilynWilson Leaning towards TaxDome. Trying to get as many of our processes under one system as we can.

@CamMatheny @LorilynWilson Which software

Alright what are we doing better next year #TaxTwitter ? I'm moving my intake/assembly over to Soraban - will fix a lot of the breakdowns and inefficient work that happened this tax season under my former processes and apps.

@IsaiBCortez Crinkle cut fries are the best fries.

@going_concern So I have a couple reminders that I would like to have you track...

Reminding you to fire certain clients as requested in September

@EdCokeley @Taxsavvyjessica We are waiting on some audits to wrap up before we issue the 990s, then out the door they go!

@CamMatheny @Taxsavvyjessica Fortunately, I only have 3 June 30's but I do not want to extend since that puts them into the same as the 12/31 returns.

Hey #taxtwitter! What are you going to get done with all this free time we have now? 🤣

@funkybarisax I think it's a fair reason to disengage. If they don't fit your firms profile for ideal clients, let them go.

#taxtwitter Does anyone else disengage simply because they're REALLY late filers? I don't want to work on a 2022 return at this point. I especially don't want to deal with people who need to prepare 6 years' worth. Late filers are disorganized and it's just unpleasant.

@MikeSyl36625988 Medium change is the most "Accountant" answer ever.

If you run a tax, bookkeeping, or accounting firm; today should be a day off OR a day of reflection. Karena and I are heading for Mackinac Island in a few minutes and taking five days off. Too many of us delay making changes and most of us need to make changes. Some of us need to make more changes than others. Do not let this depress you. Please look at your calendar for the rest of this year. Here is how I look at the rest of my year and my firm is implementing TaxDome and investing in learning more about AI the rest of this year. Between now and year end is the best time to implement changes. Here is how I look at the rest of my year. Today through next Monday off. Then I have five work weeks. Then we will be in Texas visiting relatives (and some of you) for 9 days over Thanksgiving. Then I have three weeks until Dec 20th. Then the week of Christmas and then New Years. Looking at my calendar I have 8 weeks to make changes. Eight. Poll question, are you going to make changes in your firm the rest of this year? #cpa #ea #tax #accountant #bookkeeper

@LorilynWilson I should say trimming number of clients...not their numbers! HAHA

@LorilynWilson Implementing practice management software. Trimming client numbers.

Anyone on #taxtwitter have tax workpaper software that they just love? We are using Adobe, but we are just using it to highlight and make notes, no real "tax" options the editing features.

@banannawine Brave soul!

Frustrated with Ultratax again... decided to spam my account rep: I'll respond when TR gives us a product that actually works when we need it. Again, sitting here waiting on the software to respond. Why I keep giving you guys so much of my money is an absolute mystery to me.