Sun.Oct 27, 2024

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How to Rally Your Firm Around Workflows and a “Process” Mindset

Jetpack Workflow

I had the pleasure of hosting Wendy Barlin , a seasoned CPA with over 25 years of experience in the accounting industry, a few weeks back on a great webinar. Wendy shared her insights on workflow management, particularly in the context of change management and team dynamics. Here’s a short recap of our full discussion below. Key Talking Points We kicked off the session with a brief introduction and highlighted Wendy’s journey of buying and selling a firm, emphasizing her progressive

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Xero Delays Price Change for 'Early Plan' Subscribers

Insightful Accountant

Xero has announced they are delaying the $5.00 per month increase in their Early Plan from October 27, 2024 until December 1, 2024.

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Acumatica Retail Commerce Edition and Add-Ons

Tipalti

Acumatica is a powerful ERP with capabilities customized to the needs of retail and commerce businesses. Explore Acumatica Commerce edition and its best third-party add-ons for success.

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Sage announces that 'Sage Copilot' is "coming to America"

Insightful Accountant

Sage Copilot to be offered to a select group of Sage Intact (U.S.) customers.

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Forecasting Failures Are Costly: Here's How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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Top 5 Bill Pay Software Programs for B2B Bill Management

Tipalti

Simplify your B2B bill management and streamline operations with these top-rated online bill pay software programs. Learn which bill pay solution fits your business needs best.

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Intuit Connect Begins Today

Insightful Accountant

Intuit Connect Begins Today at the Aria Hotel and Convention Center in Las Vegas.

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What to Look For When Purchasing an Accounts Receivable Software

Gaviti

When purchasing accounts receivable software, making the right choice is crucial for making sure your goals are met and achieving a high return on investment. There are a range of different solutions available on the current market — automated, integrated, and autonomous — that address different needs and deliver different solutions. Knowing exactly what to look for can help you make the best decision for your business needs and weed out accounts receivable automation software options that might

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Ep. 286: Sheila Rondeau - Master the Art of Networking: Proven Strategies for Success

IMA's Count Me

Join us on the latest episode of the Count Me In Podcast as host Adam Larson chats with Sheila Rondeau , the CEO of MOGXP and an introverted powerhouse who’s mastered the art of networking and personal branding. Discover Sheila’s top strategies for making networking less intimidating, including her unique plan of connecting with five quality contacts per event.

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