We Do It Book Keeping

We do it book keeping: Your new generative AI-powered financial assistant. Learn more

The global financial technology platform that gives you the power to prosper

WHAT WE DO

We do it book keeping platform helps you achieve financial confidence with TurboTax, Credit Karma, QuickBooks, and Mailchimp. One person, one community at a time.

Turbotax
Credit karma
Quickbooks
Milchimp

TURBOTAX

Get your taxes done right

File with complete trust, whether you do it yourself or with help from tax experts.

Go to TurboTax

CREDIT KARMA

Reach your money goals

Simplify your finances, and make the most of your money.

Go to Credit Karma

QUICKBOOKS

Seamlessly connect your business and tools

Manage everything in one place, and make financial decisions with confidence.

Go to Quickbooks

MAILCHIMP

Turn emails into revenue

Use automated technology to increase customer engagement and sales.

Go to Mailchimp

Turbotax

Credit karma

Quickbooks

Milchimp

Turbotax

Credit karma

Quickbooks

Milchimp

How We do it book keeping powers prosperity for

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COMMUNITY EFFORTS

How We do it book keeping helps communities prosper

Bookkeeping

Don’t let small business clients keep kicking the payroll can down the road

By the time they realize it's too hard to do in-house, it may be too late.

Bookkeeping

Back to the future: Revisiting a blockbuster AI prediction

New data shines a light on some of the uncertainty that exists out there among accountants when it comes to...

Bookkeeping

In the blogs: Slice, slice, baby

New tax changes; love it or hate it; tax spirit animal; and other highlights from our favorite tax bloggers.

Bookkeeping

Stop payment fraud before it starts

Without automated bank account verification in place, organizations leave themselves wide open to costly, damaging fraud schemes.

Bookkeeping

AI is changing infrastructure economics and accounting models

As companies shift critical AI workloads toward owned or more controlled infrastructure, several accounting dynamics may change.

Bookkeeping

It’s not a people problem anymore

Accounting firms need to stop worrying about staffing problems, and start focusing on capacity.

Bookkeeping

The ERC trap: Closed claims and ticking clocks

The confusion over pending Employee Retention Credit claims is bad. The situation for disallowed claims is much worse.

Bookkeeping

Battling data exfiltration: Why accounting firms must act now

For accounting firms, the evolution in cyber threats is more than a wake-up call, it's a risk to client trust,...

Bookkeeping

Boomer’s Blueprint: Mind the gap: Change, talent, and the CPA future

This is the transformation gap, between an accounting firm's current business model and the strategic relevance it will need to...

Bookkeeping

How AI is helping firms make real-world gains

In the span of a year, generative AI has moved from a curiosity to a daily conversation in tax and...

Bookkeeping

In the blogs: Order in the court

Cryptocurrency disposals; cosmetic compliance; paper or plastic; and other highlights from our favorite tax bloggers.

Bookkeeping

How wealth management partnerships can benefit CPA practices

A key advantage to partnering with a wealth management firm is gaining a complete view of each client's financial picture.

Bookkeeping

Leveraging AI to expand online marketing

Accounting firms can't simply focus on showing up in online search results; they also need to focus on appearing in...

Bookkeeping

Your best clients should never get voicemail

When a client picks up the phone, they have a pressing question or concern they need answered right away.

Bookkeeping

Tax Strategy: Does a limited partner have to be a passive investor?

A recent court case sheds some light on the rules around limited partners — but questions remain.

Bookkeeping

Foreign funding of higher education exposes new risks

Federal attention to foreign influence in higher education has intensified.

Bookkeeping

In the blogs: Free-for-all

Free File program; state tax changes; college costs climbing; and other highlights from our favorite tax bloggers.

Bookkeeping

What is the best way to implement testing?

There are some excellent tools to help hiring managers make better decisions, but introducing them at the wrong time in...

Bookkeeping

Don’t get left behind on AI in the Year of the Fire Horse

This Lunar New Year we enter the Year of the Fire Horse, characterized by a combination of passion and bold...

Bookkeeping

Crypto cost basis gaps create civil and criminal tax exposure

The IRS can broaden the audit, and, in the wrong fact pattern, frame the issue as deliberate concealment rather than...