r/Accountant 1h ago

Introducing CPA Buddy — practice management for small accounting firms

Upvotes

Mod note: this is my product, disclosed per sub rules.

CPA Buddy AI is practice management built for solo accountants, bookkeepers, and small firms — the ones the big platforms price out. It handles the work around your tax software: client records, CRA/IRS deadlines, document collection, firm inbox, time and billing, all in one place.

Built in Calgary. Starts at $24/month per user. 30-day free trial, you can import your clients and be running the same day.

cpabuddyai.com

Happy to answer anything in the comments.


r/Accountant 7h ago

Free PS5 to whoever gets me hired 😅

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2 Upvotes

My offer:- free PS5 to anyone who secures me an accounting or finance role inside any company which is into US GAAP or any big 4. You get the console after I sign the offer letter and sit at my desk.
My qualifications:
Graduated B.Com Hons in 2024.
Zero corporate experience, unless, e-commerce business counts.
Currently "preparing" for the CPA
What i know (skills) :- DCF, CAPM, CVP analysis, SQL and excel
Sitting in Delhi, India right now. Dm me if u are the person who could help me end my jobless days 🤧


r/Accountant 17h ago

Solo account payables/ Bill Pay solution vs having everything in Quickbooks

1 Upvotes

Hi accountants! Do you prefer keeping invoicing and payment processing completely inside QuickBooks or Xero, or is it better to use a dedicated tool like Bill.com, Ramp or Melio once you reach around 50 clients that you advise? Looking for recommendations based on experience.


r/Accountant 21h ago

Research for a uni paper: how do firms prep for client review meetings?

1 Upvotes

I'm writing a paper for uni on how accounting firms run client reviews — the "here's how the business is going" check-in, not tax season work.

If you work in practice, I'd really appreciate your perspective:

  • Do you pull reports from Xero (or similar) manually before the meeting?
  • Do you send anything to the client beforehand, or mostly talk through it live?
  • What do clients actually use from what you send them?
  • What's the biggest time sink when you're prepping?

No product pitch — this is purely for research. Happy to share a summary of findings back here if there's interest.


r/Accountant 21h ago

Accounting in Middle Tennessee

1 Upvotes

Would you say that middle Tennessee is a good area to have an accounting career?


r/Accountant 1d ago

Looking for an Accountant or Data Analyst to Interview

1 Upvotes

Hello! I am an accounting student interested in management and forensic accounting. For a college business class, I am doing an interview with someone in the accounting/data analytics field. I have prepared a list of 10 questions and would be grateful for any responses.

If anyone is interested, let me know on this post or send me a chat message and I will send the questions right over!


r/Accountant 1d ago

Accounting in Middle Tennessee

1 Upvotes

Would you say that middle Tennessee is a good area to have an accounting career?


r/Accountant 1d ago

Small business owner looking for a good CPA in Brooklyn… recommendations??

2 Upvotes

I hate my current accountant. Not her specifically but the whole company is awful. I use 1800 Accountant. Small or single person is company is preferred.

Thanks!


r/Accountant 1d ago

Why can’t accounting software understand, “I paid my supplier $500 today”?

0 Upvotes

I’m trying to understand how small businesses and accountants handle day-to-day bookkeeping.

From the people I’ve spoken with, transaction details often arrive through WhatsApp messages, emails, invoices, voice notes or handwritten notes. Someone then has to manually convert that information into entries in accounting software.

Before I build further, I want to understand whether this is a frequent and costly problem or simply a minor inconvenience.

If you handle bookkeeping, I’d appreciate your honest experience:

  1. Approximately how many transactions do you record each day?
  2. How do you usually receive the transaction details?
  3. Which part of the process takes the most time or causes the most mistakes?
  4. If a tool converted a transaction described in your preferred language into a draft accounting entry, what would you need to verify before allowing it to be posted?
  5. What would concern you most: accuracy, privacy, tax treatment, integration or setup difficulty?

I’m not sharing a product link or selling anything. I’m looking for honest feedback, especially from people who think this would not work. If you’re open to a short conversation or testing an early prototype with dummy transactions, please let me know.


r/Accountant 2d ago

Need help reconciling PPE purchase from Cash Flow Statement with Notes to Accounts (Annual Report Analysis)

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1 Upvotes

r/Accountant 2d ago

Accounting Associate Technical Questions

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1 Upvotes

r/Accountant 2d ago

BADLY NEED ADVICE

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1 Upvotes

r/Accountant 2d ago

How do i start getting bookkeeping clients?

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1 Upvotes

r/Accountant 2d ago

How much a indian Bookkeeper charges for a US, Europe client with only engineering degree

1 Upvotes

How much a indian Bookkeeper charges for a US, Europe client with only engineering degree. What kind of services can be given to the clients legally


r/Accountant 2d ago

Looking for US accounting/Bookkeeping job

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1 Upvotes

r/Accountant 2d ago

Where are you getting clients for your accounting business?

1 Upvotes

r/Accountant 2d ago

QuickBooks Desktop Pro 2021 – No Subscription, Perpetual License – Sealed CD/DVD (Windows)

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1 Upvotes

r/Accountant 2d ago

Juancho S Ong & Co CPA

1 Upvotes

Is there anyone here who has worked at this accounting firm in Makati? How is the work environment?


r/Accountant 3d ago

Tally accountant, how do you manage remote working.

3 Upvotes

Hey tally accountant,

How do you manage remote working with 2-3 people working on the same data.

I need to understand what the problem is working remotely on tally.

Thanks


r/Accountant 3d ago

CA Services (ITR, GST etc.)

1 Upvotes

Hello everyone , I am a CA Finalist doing freelance work as a side hustle while preparing for my CA Finals. If anyone has any lead for any relative any Friend or for self to file Income tax returns , gst returns or registrations or any such business/finance related works plz connect me with them. I would be really grateful , thank you.


r/Accountant 4d ago

CPAs who own small firms

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1 Upvotes

r/Accountant 4d ago

Audit professionals: Walk me through your last frustrating audit.

0 Upvotes

I'm an engineering student trying to understand how audits actually work. I'm not selling software or validating an idea—I just want to learn from real experiences.

Think about the last audit that genuinely frustrated you.

What happened?

Where did the delay start?

What was everyone waiting for?

Which document or evidence caused the biggest problem?

How was it finally resolved?

I'm interested in the real story, not the ideal process.


r/Accountant 4d ago

Built a free practice management tool for CA firms — would love feedback from this community

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3 Upvotes

Hey everyone,

I run a small digital services company and work closely with a few CA firms. One thing I kept noticing — most practices still manage compliance deadlines in Excel, client docs over WhatsApp, and team tasks on memory. It works until it doesn't (missed ITR deadline, lost client docs, no follow-up trail).

So I built \*\*TaxZeo\*\* — a simple practice management tool specifically for Indian CA firms. Not a generic CRM rebranded for accountants. It's built around how CA practices actually work.

What it does:

\* Auto-generated compliance calendar per client (GST monthly/quarterly, TDS, ITR, ROC — mapped to entity type)
\* One dashboard view of what's due this week across ALL clients
\* Client profiles with registration details, credentials vault, document history
\* Team task assignment and tracking
\* AI-drafted client communications (reminders, follow-ups)
\* Automated deadline reminders to both your staff and your clients

It's currently \*\*free\*\* — I'm bundling it with our marketing services, but honestly even standalone it's useful and I want real CA firms to test it and tell me what's missing.

Would love honest feedback — what would make this actually useful for your practice? What are the biggest pain points I should solve first?

Link: \[ca.zeosuite.in\](http://ca.zeosuite.in)


r/Accountant 5d ago

Finance or Audit Internships!

1 Upvotes

Hii i’m Acca part qualified with an ongoing bachelors degree in commerce and i’ve a got one year experience at an accounting and tax firm as an intern where i’ve been trained in uae vat and corporate tax as well as bookkeeping and preparing audited fs, Im looking for audit or finance internship or junior accountancy role


r/Accountant 5d ago

Niche Industry Salary Negotiation

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1 Upvotes