Christian Putnam, CPA

CPA. Minimalist tweeter. Building @AugurAdvisory.

[Christian Putnam, CPA @cputnam_cpa]

@PurelyNumbers @AccountingAsArt The in-app pop ups are driving me crazy

[Christian Putnam, CPA @cputnam_cpa]

@markcecchini I have this dream. Recently I was surprised to learn that one of my friends has it too. Must be a thing.

[Christian Putnam, CPA @cputnam_cpa]

@JWellsTax @ignitionapp I've been using Ignition since 2020. It's great.

[Christian Putnam, CPA @cputnam_cpa]

@sethcnorris_cpa @LoganGrafTax Never heard of that one 😆

[Christian Putnam, CPA @cputnam_cpa]

@littlefishcpa @Love2Travel My goal is to do more real-time tax planning during the year, so I love your idea of including tax estimates with the monthly reporting.

[Christian Putnam, CPA @cputnam_cpa]

@littlefishcpa @Love2Travel Mid-year we project tax liabilities and discuss three options: (1) pay when filing the tax returns (2) schedule quarterly payments, or (3) adjust withholdings.

I might also suggest a year-end bonus payroll w/ 100% withholding if it aligns with other tax strategies.

[Christian Putnam, CPA @cputnam_cpa]

@Love2Travel @littlefishcpa This is my cadence as well

[Christian Putnam, CPA @cputnam_cpa]

@JStaatsCPA Maybe include bookkeeping in all plans. I find tax planning unreliable when I'm not in control of the inputs.

[Christian Putnam, CPA @cputnam_cpa]

@wifemomcpa100 @MrsJessBarnes @JStaatsCPA Bookmarking this

[Christian Putnam, CPA @cputnam_cpa]

@mountainwesttax The best headphones 👍

[Christian Putnam, CPA @cputnam_cpa]

@CalebLJenkins @luke_templin @Divvy_HQ @bankwithrelay I like Divvy too. Do you use Divvy internally or do you put bookkeeping clients on it?

[Christian Putnam, CPA @cputnam_cpa]

@MchrystalCPA I actually had issues with QBO this year including PayPal payments in the contractor's 1099 total. Had to manually adjust :/

But otherwise, yeah... Can't imagine doing them by hand

[Christian Putnam, CPA @cputnam_cpa]

@JStaatsCPA Tax returns:

1. Dropbox Transfer
2. Simple & cheap
3. Clients don't always click the download link

[Christian Putnam, CPA @cputnam_cpa]

@JStaatsCPA 1. Google Drive
2. A simple file request feature similar to Dropbox's

[Christian Putnam, CPA @cputnam_cpa]

@JStaatsCPA @contentsnare To be clear, I'm still pestering, but Content Snare does the pestering for me

[Christian Putnam, CPA @cputnam_cpa]

@JStaatsCPA 1. @contentsnare
2. Solved the problem of pestering clients for docs & info. Currently using it in tax prep & planning, and I plan to use it for accounting requests this year.

[Christian Putnam, CPA @cputnam_cpa]

@AccountingAsArt I had this exact thought a few days ago

[Christian Putnam, CPA @cputnam_cpa]

@natG101 @clickup Same...

[Christian Putnam, CPA @cputnam_cpa]

@jsanchezCPA @bhallcpa My firm uses @contentsnare for this purpose. It's a forms software with a built-in reminder feature (email & text message). I've also rolled it out to tax planning requests and plan to use it in accounting requests next year.

[Matt Levine @matt_levine]

is there anyone who has ever described themselves as any harry potter house other than ravenclaw