Mon.Sep 23, 2024

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ADP releases all-in-one generative AI platform

Accounting Today

ADP announced the release of its new generative AI-based platform Lyric, touted as an all-in-one platform for payroll, service and other human capital management needs.

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A new Xero dashboard to elevate your advisory services

Xero

As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business edition clients, in one place.

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Art of Accounting: Accountants' growing services

Accounting Today

Impress upon your clients the importance of engaging you to perform an array of services for them.

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Four tips to protect your business from cybercriminals

Xero

In this increasingly digital age, small businesses are becoming more and more vulnerable to the threat of cybercrime. In particular, there has been an increase in supply chain attacks targeting small businesses. Cybercriminals are constantly adapting their tactics and using AI to fuel their attacks. As technology advances, so does the risk to your sensitive data.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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The Golden AGE of feedback

Accounting Today

Terrell Turner explains his firm's unique process for upgrading employee reviews.

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QuickBooks Enterprise Advanced Pricing Feature: All You Need to Know

Ace Cloud Hosting

Smart business owners and executives know how crucial the right pricing is for their organization. Effective pricing defines the value of your products and services and shapes the company’s overall.

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The Future Of Bookkeeping: Building A Tech-Savvy Practice That Thrives

The Successful Bookkeeper

Bookkeeping is an industry that has been serving commerce for several thousand years–and it’s not going anywhere.

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The clock is ticking on voluntary ERC disclosures

Accounting Today

The IRS is reminding tax pros and employers that the window for voluntarily disclosing incorrect ERC claims is Nov. 22.

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Best PDF Parser for RAG Apps: A Comprehensive Guide

Nanonets

Introduction In the world of AI, where data drives decisions, choosing the right tools can make or break your project. For Retrieval-Augmented Generation systems more commonly known as RAG systems, PDFs are a goldmine of information—if you can unlock their contents. But PDFs are tricky; they’re often packed with complex layouts, embedded images, and hard-to-extract data.

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Small Changes, Big Results

Blake Oliver

Over the past year, I've been using my Apple Watch to track my fitness. The results surprised me: Daily exercise: 67 min → 88 min (+31%) Active energy burn: 877 cal → 1,012 cal (+15%) Weight: Down 22 lbs (-13%) The key changes? I'm getting an 21 extra minutes of exercise per day and swapping some of my walks and hikes for swimming. (I'm averaging 1,500 yards per day in the pool now.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.

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Receivables Turnover vs. Days Sales Outstanding (DSO): What’s the Difference?

Gaviti

If cash flow is the lifeblood of any business, then accounts receivable (A/R) turnover is the heart that keeps cash flowing. Optimizing your collections process is crucial for cashflow. The better you optimize collections procedures and tasks, the more efficient and effective your A/R becomes. Two critical key performance indicators (KPIs) that help your accounts receivable team optimize collections are receivables turnover and days sales outstanding (DSO).

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Have You Hugged A ProAdvisor Today? Or Nominated One?

Insightful Accountant

September 23rd through 27th is National Finance & Accounting Appreciation Week. So take time to 'hug' a ProAdvisor, Accountant, Bookkeeper or Business Consultant. Better yet, nominate them for the ProAdvisor Awards.

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How to scan receipts with OCR?

Nanonets

Keeping track of receipts is an essential part of managing personal or business finances. But managing and organising receipts, especially physical/paper ones, can be a huge hassle: Imagine being stuck with a year's worth of physical receipts while trying to track personal expenses. Or imagine sorting through and categorising multiple employee expense reimbursement requests with photos of crumpled receipts.

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Enhance Your Advisor Practice with Future Forward Webinar and Qvinci®

Insightful Accountant

Join Murph and Qvinci Founder & CIO Charles Nagel as they discuss how Qvinci's Turnkey Advisory Program offering makes expanding your practice into Advisory concise and profitable.

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Building a Business Case for Finance Automation

Speaker: Danny Gassaway and Wayne Richards

Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.

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The Power of Purchase Order Automation  

AvidXchange

Table of Contents: What is Purchase Order Automation? | Why Use Purchase Order Automation Software? | Important Purchase Order Automation Considerations | Tips to Get Started with Purchase Order Automation Purchase order (PO) automation can transform procurement by streamlining and simplifying a traditionally manual process. With PO automation software, businesses can eliminate tedious paperwork, reduce errors, and speed up approval times, all while maintaining greater control and visibility ove

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Murph's "Future of QuickBooks" is Today

Insightful Accountant

Can Murph prognosticate as well as Punxsutawney Phil? Find out TODAY at 2:00 PM Eastern when he will forecast the 'Future of QuickBooks.' You won't want to miss it.

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AWS Budgets vs. Cost Explorer: Features, Use Cases, Pros & Cons

finout

What Is AWS Budgets? AWS Budgets is a financial management tool for AWS users to set and manage budgets for their cloud expenses. With AWS Budgets, users can define custom spending limits on individual or aggregate services, helping maintain control over cloud expenditures. The tool provides timely notifications through email or AWS Simple Notification Service (SNS) when costs approach or exceed the predefined budget, giving users a heads-up to take corrective measures.

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Ai Prompts For Accounting Firms

Insightful Accountant

Join Janel Sykora as she teaches you how to maximize your marketing effort while leveraging Ai to produce quality marketing content.

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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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AWS Cost Anomaly Detection: Basics and Quick Tutorial

finout

What Is AWS Cost Anomaly Detection? AWS Cost Anomaly Detection is a service provided by Amazon Web Services to detect unusual spending patterns in real-time. By leveraging machine learning, it identifies deviations in spending and alerts users to potential cost overruns. This tool helps users manage costs and ensures that unexpected expenses do not derail budgets.

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Marketing Talks | From Lead to Loyal Client: Mastering the Advisory Sales Process | Archives

Insightful Accountant

Watch this replay for Marketing Talks as Janel Sykora goes over Mastering the Advisory Sales Process.

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Federal vs. Provincial Corporate Taxes in Canada

Billah and Associates

Understanding corporate taxes in Canada can be challenging, especially since businesses are subject to both federal and provincial taxes. Knowing the differences between these two tax systems and how they impact your business is crucial for ensuring compliance and maximizing tax savings. In this blog post, we will talk about the key distinctions between Federal vs.

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Premium Content is "All The Rage"

Insightful Accountant

Premium Content is where media is headed. In many cases, it's where it already is and Insightful Accountant is embracing that trend.

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Navigating Payroll Compliance: Future-Proofing Payroll in an Evolving Regulatory Landscape

Speaker: Jennifer Hill

Payroll compliance is a cornerstone of business success, yet for small and midsize businesses, it’s becoming increasingly challenging to navigate the ever-evolving landscape of federal, state, and local regulations. Mistakes can lead to costly penalties and operational disruptions, making it essential to adopt advanced solutions that ensure accuracy and efficiency.

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Bank Statement Analysis: A Complete Guide

Nanonets

What are your bank statements telling you about your business?  They're not just lists of numbers — they're packed with valuable information about your company's financial health. Bank statement analysis helps you uncover this hidden data. It gives you a clear picture of your cash flow, spending patterns, and overall financial health.

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Cashflow Mastery Talks | Building Strong Customer Relationships

Insightful Accountant

Watch Mike Milan in July's Cashflow Mastery Talks with Cashflow Mike. These 30-minute webinars are designed to help you master the art of cashflow management for your clients, and equip you with invaluable knowledge and practical strategies.

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Trump, Harris to turbocharge economic pitches at dueling events

Accounting Today

Kamala Harris will deliver a speech "to outline my vision for the economy." Donald Trump, meanwhile, is set to offer remarks in swing-state Georgia on a plan to lower taxes for U.S. business owners.

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Practice Management Talks | How to Automate Your Onboarding Process

Insightful Accountant

Catch this replay of July's Practice Management Talks where they go over "How to Automate Your Onboarding Process"

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Practice Management: Getting Your Firm Ready For Tax Season

Insightful Accountant

Catch this replay of August's Practice Management Talks where they go over "Getting Your Firm Ready For Tax Season"

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ADP Announces Launch of Lyric Global HR Platform

Insightful Accountant

ADP has just unveiled Lyric, a flexible, intelligent and Human-centric Global Human Capital Management (HCM) platform designed to provide personalized employee experiences.

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