Xero

FEBRUARY 20, 2023

It’s a concept that extends to many industries, like real estate, insurance, financial services (with chains of mortgage lending and settlement), and even retail. But it increasingly comes with risk and cost in terms of both validating and protecting the data we collect.

XERO 261

XERO Auditing Computation Payroll 261

RevCycle

NOVEMBER 15, 2023

Providing omni channel communication options, simplified self-service options and up-front financial services can reduce consumer apprehension and improve patient satisfaction. Medical debt is the most common type of debt in collections. The average medical debt per person is $6,600.

Revenue Cycle 81

Revenue Cycle Collections Billing Financial Services 81

Jetpack Workflow

JANUARY 31, 2024

Listeners will gain insights into the challenges and successes of a small business owner, especially one in the financial service industry, catering to fellow small business owners and tradespeople starting out. Jetpack Workflow’s utility extends to managing both professional and personal office tasks.

QuickBooks 105

QuickBooks Budgeting Bookkeeping Financial Reporting 105

Gaviti

JUNE 6, 2023

For example, a multinational corporation supplying computer chips could hire and train one global financial shared services team to handle payroll in its main markets. How Do Shared Services Work for Collections? Shared services can be especially beneficial for A/R collections.

Collections 52

Collections Financial Services Accounts Receivable Accounts Receivable 52

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. At a previous employer I was a temporary employee interviewing for a position in the collections department.

Accounts Receivable 52

Accounts Receivable Account Receivables Accounts Receivable Collections 52

Gaviti

JULY 3, 2024

Money20/20 USA Date: October 27-30, 2024 Location: The Venetian Resort and Hotel, Las Vegas Audience: Financial service innovators Money 20/20 is dedicated to a broader spectrum of financial professionals ranging from banking and fintech to retail and startups.

Collections 52

Collections Accounts Receivable Account Receivables Accounts Receivable 52

Perficient - Accounts Receivable

AUGUST 25, 2017

A common misconception about collections or accounts receivable is that it’s strictly all about the numbers. Regardless of whether you are following all the rules and guidelines to collections 101, at times tensions will still rise. Collections is not a one trick pony. This could not be farther from the truth.

Collections 52

Collections Accounts Receivable Account Receivables Accounts Receivable 52

Future Firm

SEPTEMBER 6, 2023

It simplifies the process for accounting professionals to securely collect, manage, prepare, and share all business and client documents online. Content Snare Content Snare is a software designed for the secure collection of content and documents.

Accounting 98

Accounting Accounting Accounting Software Collections 98

AvidXchange

APRIL 18, 2018

Dan will create an overall growth vision to maximize the collective product, marketing, and sales teams’ efforts,” stated Michael Praeger, co-founder and CEO of AvidXchange. “We

Accounts Payable 52

Accounts Payable Accounts Payable Financial Services Collections 52

Billing Platform

AUGUST 3, 2023

Described as software that enables companies to, at its most basic level, generate and send invoices, collect payments, and calculate taxes – billing software is now capable of so much more. Billing Software: Advantages and Benefits That adds up to a lot of disadvantages, so what are the benefits of deploying billing software?

Billing 52

Billing Collections Invoicing Account Reconciliation 52

Billing Platform

OCTOBER 16, 2023

It leverages policies and procedures that provide the guidance organizations require to collect, process, and use data. Generally Accepted Accounting Principles (GAAP) Set by the Financial Accounting Standards Board (FASB), GAAP consists of a collection of commonly followed accounting rules and practices.

Billing 52

Billing Collections Auditing Financial Statements 52

Counto

MAY 2, 2024

Singapore adopted CRS in 2017, further expanding the scope of financial account reporting beyond just U.S. Documentation and Reporting Financial institutions need to collect and verify tax residency certificates and other relevant documents from all account holders.

Tax 52

Tax Accounting Accounting Corporation Tax 52

AvidXchange

NOVEMBER 4, 2022

Customer Profile Customer : Dawn Palmer, Accounting Supervisor, Brazos Valley Schools Credit Union Industry : Financial Services Products used : AvidAscend Core Banking System : Corelation Keystone After working in general management for more than 20 years, Dawn Palmer joined BVSCU in 2012.

Accounts Payable 52

Accounts Payable Accounts Payable AP Expense Reports 52

Intuit

JANUARY 19, 2024

The ongoing work of running your own business will consist of fulfilling financial services, as well as marketing yourself to continuously reach new clients and expand your business. You’ll also need to get the right software for completing your work tasks, communication tools, and any other equipment.

CPA 130

CPA Bookkeeping QuickBooks Financial Statements 130

Counto

JANUARY 6, 2024

A minimum monthly salary of $5,000 (or $5,500 for financial services sector). Pass Collection : Collect your pass and embark on your Singaporean journey. It’s designed for foreign professionals, managers, executives, and specialists who wish to work in the city-state.

Collections 52

Collections Financial Services 52

Jetpack Workflow

AUGUST 22, 2024

Detailed Synopsis Max founded Bookmate with a focus on providing tax services, specifically tax returns, for new companies, particularly those in their early stages. While his original plan was to offer bookkeeping and financial services, he noticed a higher demand for tax work.

Tax 59

Tax Customer Service Data Entry Bookkeeping Services 59

Billing Platform

JANUARY 10, 2025

This sector’s churn is often influenced by the quality of service delivery, responsiveness, and competitive pricing. Companies that emphasize personalized service, reliability, and quick issue resolution are better positioned to reduce churn.

Customer Service 52

Customer Service Computation Financial Services Billing 52

IMA's Count Me

FEBRUARY 9, 2020

Reed's Contact Details: Bliss Profile: [link] LinkedIn: [link] Additional Relevant Content from Reed: Bliss Blog: “ What’s Driving Digital Transformation in Financial Services? ” On how we're communicating about the value of the product or service we're providing. by Reed Handley, December 8, 2019.

Financial Services 40

Financial Services Accounting Accounting Collections 40

Nanonets

APRIL 3, 2024

Bank Reconciliation: They reconcile bank statements with the company's financial records to ensure consistency and identify discrepancies. Invoicing and Accounts Receivable: Traditional bookkeepers generate invoices, track payments, and manage accounts receivable to ensure timely collection of funds owed to the company.

Virtual Bookkeeping 74

Virtual Bookkeeping Bookkeeping Data Entry Bookkeeping Services 74

Jetpack Workflow

JUNE 1, 2023

Some of the main tasks outsourced teams can handle on your behalf include: Invoice management Expense reporting Check processing Order management Collections management Preparation of Financial Statements Outsourced accounting firms can help you prepare financial statements for your clients.

Bookkeeping Services 52

Bookkeeping Services Outsourced Bookkeeping Bookkeeping AR / AP 52

Nanonets

FEBRUARY 28, 2024

Data Validation : Following collection, the data undergoes rigorous validation to check for integrity and consistency. It plays a critical role in maintaining the integrity of business operations and decision-making. The aim is to consolidate all relevant data in preparation for analysis.

Reconciling 52

Reconciling Data Entry General Ledger Auditing 52

IMA's Count Me

JUNE 26, 2022

Today, we are speaking with John Greene, the CFO of Discover Financial Services, the company behind the Discover credit card and the television ads with the catchy tagline, "We Treat You Like You'd Treat You". So when the pandemic hit, you know, our responsibility collectively here as leaders was to first ensure people were safe.

General Ledger 40

General Ledger Financial Services Collections Budgeting 40

Nanonets

AUGUST 8, 2024

Now each business will have unique requirements for data annotation, but there are some general steps that can guide the process: Step 1: Data collection Before annotation begins, you need to gather all relevant data, including images, videos, audio recordings, or text data, in one place.

Computation 52

Computation Collections Financial Services Budgeting 52

AvidXchange

MARCH 6, 2018

Return fraud: Returning goods or services in exchange for more money than valued, including “renting” items and returning stolen goods in exchange for cash. Workers compensation fraud: Falsifying employee information or records to collect benefits or avoid legal accountability. Money fraud: Using fake printed money.

Accounts Payable 40

Accounts Payable Accounts Payable Accounting Accounting 40

IMA's Count Me

MARCH 15, 2020

So I would like to get your opinion on what you have seen in the market as far as how technology has impacted this integrated reporting and what does that really mean for the accurate data that investors are really looking for when it comes to integrated reporting or financial reporting in general? Alessia : (15:54) That's a really key point.

Financial Reporting 40

Financial Reporting Auditing Collections Corporate Finance 40

Nanonets

JULY 21, 2023

The platform integrates data, applications, RPA tools, and AI services, providing end-to-end automation capabilities on a single platform. Industries spanning Financial Services, Travel, and Healthcare can benefit from SolveXia's AI-powered technology. Detailed audit trails contribute to risk reduction and compliance.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

Nanonets

AUGUST 1, 2023

Mundane activities like data entry, financial data processing, audit report generation, and large-scale fin-data analysis are now increasingly being handled by AI and RPA-driven automation solutions, allowing accountants and auditors to focus on more value-added services.

Auditing 40

Auditing Data Entry Purchase Order Computation 40

Nanonets

NOVEMBER 19, 2023

This could include transactions made using a credit card, through a financial service provider like PayPal, or via a healthcare insurance company for medical invoices. This means they consider the invoice as a loss in their financial records. This could happen for overcharging, defective goods, or short deliveries.

Invoicing 52

Invoicing Accounts Receivable Account Receivables Accounts Receivable 52

Nanonets

MAY 30, 2023

According to a global study conducted by Accenture , 79 percent of Chief Financial Officers believe that the pandemic’s impacts have compelled them to resort to technology for payment processes. Looking to automate the mundane & mechanical Payment Reconciliation process?  The average cost of cash payment is 30 cents.  While

Accounts Payable 52

Accounts Payable Accounts Payable Purchase Order AP 52

Nanonets

JUNE 29, 2023

Brex Brex is a San Francisco-based financial service and technology company that offers business credit cards and cash management accounts to technology companies. The platform also automates the categorization of spend, receipt collection and matching, payment workflows and approvals, and comprehensive purchase tracking.

Budgeting 52

Budgeting Expense Reports Data Entry Invoicing 52

IMA's Count Me

JANUARY 23, 2022

Because at the European commission, in our analysis, that supported why we needed digitization was actually drawn from some of our research within that documentation in that paper. Liv: (10:09) But we also need data management to collect data that is like cost enabled. There is lots of it out there, but how do you find it? Okay, great.

Auditing 40

Auditing Management Accounting Collections Accounting 40

Nanonets

SEPTEMBER 25, 2023

Financial Services 12.3 Other related metrics, such as return on assets, profit margin, asset turnover, financial leverage, and the DuPont formula, can provide a more comprehensive view of your company's financial health and efficiency. Industry Average ROE (%) Technology 20.5 Manufacturing 15.8

Accounts Payable 52

Accounts Payable Accounts Payable Financial Services Collections 52

AvidXchange

OCTOBER 5, 2023

The factor then collects payment on the full invoice amount. Hughes explained that small business invoice factoring is based on the concept of asset-based lending. When we step back, the concept underneath factoring is the equivalent of ‘I’d like you to give me something in exchange for some kind of collateral or asset I have.’

Invoicing 52

Invoicing Accounts Receivable Account Receivables Accounts Receivable 52

Nanonets

DECEMBER 15, 2023

Real-World Application : This method is particularly suited for consultative selling in sectors like business consulting or financial services. Understanding their goals and challenges, and aligning your service as a solution that helps them mitigate risks while achieving their expansion plans, is where GPCTBA/C&I shines.

Budgeting 52

Budgeting QuickBooks Invoicing Collections 52

Future Firm

SEPTEMBER 1, 2023

Also, opt to request credit card payment information from your client upfront to automate collections. And when you send invoices they will push through to your small business accounting software as well and collect credit card payments. Have all your invoices sync with your accounting software solution following acceptance.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

MARCH 21, 2020

Small businesses want client accounting services. In the 2019 Bill.com Hire/Fire Index survey of small businesses, more than half prefer to hire accounting firms that offer a wide range of accounting, tax, and financial services. The IRS should not be collecting.

Tax 40

Tax Billing Payroll Bookkeeping 40

SSI Healthcare Rev Cycle Solutions

MARCH 4, 2024

Patient Financial Services Representatives : They help the patients understand their bill, set up payment plans, and explain insurance benefits and why they owe what they do. The Role of Rev Cycle Management Teams Rev cycle management teams are the financial navigators in the world of healthcare.

Revenue Cycle 52

Revenue Cycle Revenue Cycle Management Billing Collections 52