Remove Collections Remove Download Remove Management Accounting
article thumbnail

3 Steps to Develop Effective KPIs for Accounts Receivable

dynavistics

One effective way to improve collections is to be aware of industry benchmarks and follow best practices to guide you. Developing KPIs for Accounts Receivable efforts is a great way to track your progress and build an effective A/R strategy.

article thumbnail

A Simple Guide to Tax Workflow Automation (with Examples)

Jetpack Workflow

When that step is complete, schedule a follow-up meeting with the client to go over their return, answer any questions, and request payment if you haven’t already collected it. Download, The No BS Guide to Workflows for free. That helps accounting firms save hours on tedious client setup and standard processes.

Tax 52
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Best 5 CFO Podcasts You Must Listen to in 2023

Gaviti

Build, Scale, and Enhance Your Collections Team with One Platform. We'll show you how, step-by-step Download Free eBook 3. Professionals from the Association of International Certified Professional Accountants (AICPA) are the talent behind this podcast.

article thumbnail

A Guide to Invoice Management in NetSuite

Nanonets

We will also discuss NetSuite and AI-enabled automation to simplify some of the manual processes in AR and AP NetSuite Invoicing - Accounts Receivable (AR) Collecting payments from customers can be a constant struggle for many businesses. There are further features that facilitate accounts receivables and invoices in NetSuite.

article thumbnail

Future of AP: Old challenges, fresh perspectives

Nanonets

5 BILL AP/AR SMB Easy-to-use AP automation for payments and vendor management 4.4/5 5 SAP Concur Enterprise Comprehensive spend management integrated with ERP systems 4.0/5 5 Beanworks SMB + Midmarket Streamlined invoice approvals with accounting integration 4.5/5 " - Ryan T.

AP 52
article thumbnail

Ep. 66: John Stretch - Stakeholder Capitalism

IMA's Count Me

Mitch spoke with John Stretch, a published author, lecturer and business consultant specializing in management accounting. In this episode, he explains what the CFO's role is in managing stakeholder capitalism and increasing the value in the organization. Download and listen now!

article thumbnail

Ep. 166: Liv Watson and David Wray - Digitizing Sustainability Information: It Takes a Village

IMA's Count Me

More specifically, they discuss how management accountants can support their organizations in managing the data life cycle of sustainability information from cradle to grave. I know you said prepares earlier on, you said accounting and sustainability professionals. There is lots of it out there, but how do you find it?