Xero

JULY 23, 2024

Running a small business can mean moving between being a general manager to a customer services contact, marketing lead and, in some cases, debt collector. With a Xero account that is “very, very busy”, having the two systems talk to each other reduces the burden of invoicing and chasing customers for payments.

XERO 152

XERO Invoicing Collections Reconciling 152

Intuit

SEPTEMBER 9, 2024

Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. Processed accounts payable and receivable, ensuring timely payments and collections. Implemented new accounting software (Xero) for increased efficiency and data accessibility.

Bookkeeping 246

Bookkeeping Bank Reconciliation Certified Bookkeeper QuickBooks 246

Intuit

SEPTEMBER 18, 2024

The ability to collect and use large sums of financial data. Anyone wishing to become a tax preparer in California will need to do so through the CTEC, with the exception of certified public accountants (CPAs), attorneys who are already members of the California State Bar, and a select few other officials.

Tax 130

Tax Customer Service CPA Auditing 130

oAppsNet

MAY 21, 2024

The rapidly evolving business landscape has spotlighted the critical function of accounts receivable (AR). These changes aim to enhance operational efficiency, improve customer experiences, and adapt to the globalized economy. AR practices are undergoing significant transformations as technologies advance and global markets expand.

Accounts Receivable 52

Accounts Receivable Account Receivables Accounts Receivable AR 52

Gaviti

DECEMBER 20, 2022

This is why so many companies now look to accounts receivable integration and other similar options to break down information barriers. What Is ERP and Accounts Receivable Automation Integration? When integrating your ERP and accounts receivable systems, ensure all stakeholders are on-board with the process.

Accounts Receivable 98

Accounts Receivable Account Receivables Accounts Receivable Data Entry 98

oAppsNet

MAY 9, 2024

Accounts receivable is a fundamental concept in business finance, serving as an essential component of a company’s working capital and cash flow management. This article aims to demystify the accounts receivable process, elucidating its significance, operational mechanisms, challenges, and optimization strategies.

Accounts Receivable 40

Accounts Receivable Account Receivables Accounts Receivable Accounting 40

Outsourced Bookeeping

JULY 9, 2024

Have you ever wondered how your tree service company could benefit from outsourcing its accounting services for tree services ? Accounts receivables and accounts payables are very important in managing any business and most often they need a lot of time and expertise to be managed.

Accounts Receivable 59

Accounts Receivable Account Receivables Accounts Receivable Outsourced Bookkeeping 59

Accounting Tools

NOVEMBER 2, 2023

Related Courses Bookkeeping Guidebook New Controller Guidebook What is an Account Statement? An account statement itemizes the transactions that occurred within an account over a specified period of time. Why are Account Statements Issued? Account statements serve several purposes.

Accounting 40

Accounting Accounting Billing Record Keeping 40

Future Firm

SEPTEMBER 1, 2023

If you want to see the best cloud accounting software apps all in one place, then you’ll LOVE this ultimate list. In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Outsourced Bookeeping

APRIL 12, 2023

It is a process that initiates with an order received from a customer and ends with the successful collection of payment from them. Accounts receivable management and payment collection from customers are crucial steps in this cycle.

Accounts Receivable 59

Accounts Receivable Account Receivables Accounts Receivable Outsourced Bookkeeping 59

Intuit

JANUARY 19, 2024

Table of Contents Tax and Bookkeeping Side Jobs You Can Do From Home No Experience, But Want to Get Into Accounting or Finance? Finance and accounting in particular offer plenty of convenient and profitable online jobs from home that you can complete with a computer and some basic office supplies. and $36.00

QuickBooks 130

QuickBooks Bookkeeping Tax Computation 130

AvidXchange

JULY 23, 2024

Enter AI billing, a game-changer for invoicing and accounts receivable (AR). By leveraging artificial intelligence (AI) for billing, companies can streamline their accounting processes, cut costs, improve security, and enhance overall accuracy.

Accounts Receivable 52

Accounts Receivable Account Receivables Accounts Receivable Billing 52

Jetpack Workflow

SEPTEMBER 1, 2024

This problem is all too common for many accounting firms and teams. Review and Adjust Financial Statements At the annual close, you need to thoroughly review the financial statements prepared by your bookkeeping team against the client’s general ledger accounts. Adjust the general ledger as needed to close out the payroll account.

General Ledger 52

General Ledger Financial Statements Accounting Accounting 52

Nanonets

FEBRUARY 1, 2024

In the rapidly evolving business landscape, the efficiency of Accounts Payable (AP) processes is no longer just a back-office concern but a strategic imperative. Accounts Payable (AP) automation is the use of technology to streamline and improve the process of managing a company's bills and payments owed to others.

Accounts Payable 64

Accounts Payable Accounts Payable AP Accounting 64

Nolan Accounting Center

JULY 15, 2024

It enables building a team’s collective knowledge to make fundamental and continuing business improvements. Focus on improving the key elements of sales, customer service, and order fulfillment. Seek Professional Accounting Assistance Contact Nolan Accounting Center , based in Greenfield, WI. Continue to iterate.

Customer Service 73

Customer Service Payroll Budgeting Collections 73

Jetpack Workflow

FEBRUARY 23, 2023

Would you like to take some accounting tasks off your plate and work more efficiently? Are you looking to modernize your firm and implement more automation in your accounting processes? What Is Accounting Automation? Accounting automation is a powerful tool to help firms to streamline their processes and save time and money.

Bank Reconciliation 52

Bank Reconciliation Data Entry Accounting Accounting 52

Future Firm

APRIL 18, 2023

Artificial intelligence in accounting is currently transforming the industry. Table of Contents What is AI in Accounting? Can AI Replace Accountants? Benefits of Artificial Intelligence How is AI Used in Accounting? In fact, ChatGPT wrote the above description: Can AI Replace Accountants?

Data Entry 96

Data Entry Accounting Accounting Invoice Processing 96

Perficient - Accounts Receivable

JULY 27, 2017

Each and every company who has a customer base has a need for accounts receivable/collections personnel. For smaller companies, one person may wear many hats including the accounts receivable or collections department hat. This is where the Accounts Receivable Specialist steps into the spotlight.

Accounts Receivable 52

Accounts Receivable Account Receivables Accounts Receivable Collections 52

Billing Platform

DECEMBER 21, 2023

Cloud-based subscription management consists of many automated processes including approvals, generating invoices, and collecting payments. There are also manual (or semi-manual) processes like order changes, product/service pauses, mid-cycle subscription changes, and customer service.

Billing 75

Billing Collections Customer Service Invoicing 75

Accounting Tools

AUGUST 29, 2024

This is a particular concern with the business has changed accounting systems recently, which is when transactions are most likely to be recorded differently. Accounting policies. Different companies may have different policies for recording the same accounting transaction. Operational changes. Business conditions.

Financial Analysis 75

Financial Analysis Financial Statements Customer Service Collections 75

Jetpack Workflow

AUGUST 22, 2024

Podcast Summary On this episode of Growing Your Firm, David Cristello interviews Max Minsker , the founder and CEO of Bookmate , a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services.

Tax 59

Tax Customer Service Data Entry Bookkeeping Services 59

Cloud Accounting Podcast

MARCH 21, 2024

Rounding out the episode, they answer listener questions and comments on topics including the psychological challenges of CPA firm employment, NASBA's lack of customer service, and the high fees for taking the CPA exam internationally. Show Notes Could CPAs telling their stories be the key to attracting Gen Zers to accounting?

CPA 49

CPA Billing Customer Service Collections 49

Gaviti

DECEMBER 3, 2023

No matter how efficient your A/R collections process is or how effective your communications are, it’s only a matter of time before you’ll have disputes. A human-centered approach to disputes in accounts receivables , with the right technological tools, can both accelerate dispute management and improve your company’s cash flow.

Collections 52

Collections Invoicing Accounts Receivable Account Receivables 52

Future Firm

NOVEMBER 17, 2022

Every accounting firm owner knows that customer relationship management (CRM) is essential to success. In this blog post, I will discuss 13 of the best accounting CRM software options on the market that you can use today. What is a CRM for Accountants? Why Do Accounting Firms Use a CRM? Let’s go!

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

oAppsNet

JULY 26, 2024

Credit terms define the payment period that allows customers to settle their invoices, while conditions may include discounts for early payments or penalties for late payments. By establishing transparent and fair credit terms, businesses can encourage timely payments and reduce the risk of overdue accounts.

Collections 40

Collections Invoicing Invoice Processing Financial Statements 40

AvidXchange

DECEMBER 20, 2023

Customer Service AI-powered chatbots enhance client relations by delivering immediate responses and assistance. These chatbots help businesses deliver cost-effective customer support and tailored recommendations that ultimately boost c lient satisfaction. 4. This improv es campaign effectiveness and engagement. 3.

Data Entry 52

Data Entry AP Collections Customer Service 52

Intuit

JANUARY 19, 2024

CPA Jobs and Specializations CPA Job Description How to Become a CPA CPA Job Outlook CPA Job Salaries Remote CPA Jobs Freelance CPA Jobs Available Jobs for CPAs at Intuit Entry-Level CPA Jobs What is a Certified Public Accountant’s job? CPAs are accounting professionals who work in a variety of finance-related roles. What Is a CPA?

CPA 130

CPA Bookkeeping QuickBooks Financial Statements 130

Less Accounting

SEPTEMBER 25, 2023

Of all the hats you wear as a business owner, finance and accounting expert can be the most difficult to get right. there’s still accounting that must done. So whether you’re a newbie looking to learn the basics or need a quick refresher course, let’s look at what elements go into successful accounting for small businesses.

Small Business Accounting 52

Small Business Accounting Accruals Bookkeeping Accounting 52

CapActix

MARCH 23, 2023

Introduction Accounting practices have changed over time with new technologies, evolving customer demands, and business needs. Accounting firms are embracing these new trends to be in league with the new changes and better serve client demands. What is Accounting Trends?

Accounting 98

Accounting Accounting CPA Accounting Software 98

Counto

OCTOBER 3, 2024

Example: Conducting thorough market research can help identify a niche for your bus transport service, like offering eco-friendly buses or catering specifically to private school transport, which may not be as well-served in the area. Private Bus Licence: For operating private buses on chartered trips or routes that don’t serve the public.

Customer Service 52

Customer Service Auditing Tax Payroll 52

Future Firm

JANUARY 19, 2023

3:19 – These bookkeepers and accountants that you’re hiring who will be fielding these emails need to have customer service experience. 4:20 – As soon as the deal is signed and you’ve collected what you need from the client to onboard them, you’ll schedule a kick off call.

Customer Service 52

Customer Service Collections Bookkeeping Accounting 52

Gaviti

JANUARY 10, 2023

Here are some of the most important ones to monitor: Collection effectiveness index. Accounts payable aging. Current accounts receivable. Current accounts payable. Focus on Accounts Receivables. A CFO’s ability to successfully manage cash flow depends on the organization’s accounts receivables.

Budgeting 98

Budgeting Accounts Receivable Account Receivables Accounts Receivable 98

Jetpack Workflow

DECEMBER 7, 2023

They challenge the notion that advisory services are the only solution for CPAs, emphasizing the numerous opportunities and benefits that still exist in tax preparation. By adopting a positive mindset and finding creative ways to make tax prep enjoyable, accountants can not only have fun but also achieve financial success in their practice.

CPA 52

CPA Customer Service Billing Tax 52

Nanonets

AUGUST 26, 2024

It is often used in topic classification where there is a need to identify themes within a large collection.    Perhaps the most common place we encounter document classification even without realising it, is in customer support. Today, we are increasingly finding the first line of online customer service to be automated. 

Computation 94

Computation Customer Service Purchase Order Invoicing 94

AvidXchange

DECEMBER 14, 2023

Customer Service Chatbots Real estate businesses are using AI chatbots to handle inquiries about buying, selling and renting properties. Property Management Property managers are using AI to automate tasks like rent collection and reminders as well as maintenance requests and scheduling, saving significant time and resources.

Accounts Payable 52

Accounts Payable Accounts Payable AP AR 52

Billing Platform

OCTOBER 16, 2023

For instance, leveraging a variety of payment intervals (monthly, annual, usage-based) and diverse pricing strategies, software-as-a-service (SaaS) companies face additional accounting process complexities that can directly affect billing compliance.

Billing 52

Billing Collections Auditing Financial Statements 52

Accounting Tools

FEBRUARY 15, 2024

A cost object is anything about which a business wants to collect cost information, such as processes, customers, products, product lines , and geographic sales regions. This can be useful for tweaking the design of the business over time, resulting in better customer service and possibly higher profits.

Customer Service 40

Customer Service Budgeting Collections Cost Accounting 40