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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Breaking Ground on Better Payment Processes: Strategies for Construction Pros

Speaker: Timothy Allsopp

Payment challenges often lead to delayed projects, financial bottlenecks, and strained relationships. With construction projects becoming more complex, outdated processes are no longer sustainable. By refining financial workflow, companies can improve cash flow, reduce error, and foster trust between stakeholders. Discover practical strategies for redesigning payment systems to overcome workflow challenges while creating a smoother, more reliable process for contractors and subcontractors alike.

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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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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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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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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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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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The Growth Architect: How Financial Leaders are Unlocking Potential

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

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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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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

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

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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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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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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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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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