Mon.Feb 19, 2024

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Art of Accounting: Top growth areas for CPAs

Accounting Today

Many services can be marketed to new clients as well as to existing clients. Once you begin adding services to your clients, more develop.

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Podcast | Transforming AP: The Benefits of a Change Management Plan

Cevinio

Discover the nuances of change management in Accounts Payable while working on the transition to a new way of operating.

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Private equity 'revolution' brings risks to wealth and accounting

Accounting Today

Those fields are a bright spot in dealmaking amid a slump in other industries. Here's why non-bank loans that drive deals could bring problems in the future.

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Keeping New Clients in the Pipeline

Insightful Accountant

For small tax practitioners, a consistent flow of new clients is vital for growth. Balancing return completion with lead generation during tax season is key. Building a client pipeline year-round ensures continuous business development.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

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The accountant's economic outlook for 2024

Accounting Today

ADP's chief economist, Nela Richardson, shares her thoughts on what's in store economically for the year ahead.

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Demystifying Government Contract Requirements: A Guide for New Businesses.

SMB Accounting and Consulting

Understanding the basics of government contracts is essential when engaging in contractual agreements with government entities. When reviewing such contracts, key considerations include a thorough examination of the scope of work, payment terms, performance metrics, and compliance with regulations. Utilizing tools like Suppl-O contract briefs can significantly aid in the efficient review process by highlighting changes, facilitating quick reference, and ensuring transparency.

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Podcast: Title of the podcast

Cevinio

The post Podcast: Title of the podcast appeared first on Cevinio.

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Ep. 252: Rick Watson - Cultivating Organizational Trust

IMA's Count Me

Welcome to Count Me In! Join host Adam Larson and special guest Rick Watson , CEO of Protection Point Advisor, founder of the National Referral Network and author of A Firm Worth Building. They dive into inspiring stories and insights on leadership, company culture, and business success. Get ready for engaging conversations and valuable business wisdom from industry experts like Rick, who shares his journey and expertise in changing company culture.

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Top 10 Insurance OCR Software in 2024

Nanonets

Optical character recognition (OCR) software help convert non-editable document formats such as PDFs, images, or paper documents into machine-readable formats that are editable & searchable. OCR applications are commonly used to capture text from PDFs & images and convert the text into editable formats such as Word, Excel, or a plain text file.

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How to fill out a receipt book in 6 steps

Nanonets

In this blog, we will explore the essential task of filling out receipt books, a foundational element of financial record-keeping for both small and large businesses. Documenting transactions in receipt books ensures accuracy in financial management, compliance with tax regulations, and the ability to resolve discrepancies with ease. We will walk you through the basics of receipt books, including their structure and the information typically found on a receipt.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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Undoing Reconciliation in QuickBooks Online: A Step-by-Step Guide

Nanonets

Introduction Diving into the world of accounting, reconciling accounts becomes a routine yet crucial task, especially when bank or credit card statements roll in. After meticulous adjustments, achieving that zero balance feels like a triumph, marking the completion of your reconciliation process in QuickBooks Online. However, the dynamic nature of business means changes or oversights can occur, necessitating a revisit to previously reconciled accounts.

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Top 10 travel OCR software in 2024

Nanonets

The travel industry often struggles with long processing times at check-in and security, causing congestion. Manual verification of IDs and travel documents is time-consuming. Immigration officers have difficulty quickly validating identities and spotting fraudulent documents when manually reviewing visas and passports. Airlines endure tedious data entry work extracting information from paper tickets and forms, increasing operational costs.