Cam Matheny

Mad Bean Counter, CPA, tax guy, consultant, #LWV graduate, occasional community theatre actor/director, father.

#choosewv

[Cam Matheny @CamMatheny]

@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.

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

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."

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

@ShaynaCPA I hope you have a great time!

[Cam Matheny @CamMatheny]

This is what I need to get through today!

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

@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.

[Cam Matheny @CamMatheny]

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.

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

@IsaiBCortez Crinkle cut fries are the best fries.

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

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

[Cam Matheny @CamMatheny]

@LorilynWilson Implementing practice management software. Trimming client numbers.

[Cam Matheny @CamMatheny]

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.

[Cam Matheny @CamMatheny]

@banannawine Brave soul!

[Cam Matheny @CamMatheny]

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.