April, 2021

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The Problem With Agile Scrum (and Why We Use Kanban Instead)

CloudZero

Every engineering team has their own approach when it comes to development methodologies. Most teams have embraced popular frameworks, Agile Scrum seems to be the most popular, both putting their own spin on it and choosing the parts that work for them.

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Future Accountant profile: Ben Walker

Dext

Why I started my accounting practice My name is Ben Walker. I founded Inspire Life Changing Accountants back in 2013, in Brisbane. I chose to do that because I was unhappy with how the accounting industry was working at the time.

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How to Empower Community Association Managers to Be More Productive

AvidXchange

Community association managers are vital to the overall success of an association management company. After all, they’re responsible for communicating with boards, maintaining properties, and managing finances. Unfortunately, community managers are often stuck dealing with tedious, manual tasks that take up significant amounts of time. So, how can management companies relieve that stress and empower managers to be more productive?

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It's Time To Try the Easy Way To Do Bookkeeping

EasyBooks

If you’re tired of spending hours at the kitchen table sifting through endless paperwork, it’s time to try the easy way to do bookkeeping. The EasyBooks bookkeeping app provides precisely the means to streamline the process, free up your time and save money.

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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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Using a cleanup checklist for successful QBO cleanups

5 Minute Bookkeeping

QuickBooks cleanup projects can easily become overwhelming and time-consuming, especially if you’re not sure where to start. That’s why I always recommend using a cleanup checklist for successful QBO cleanups. It will help you stay on track, make sure nothing is missed, and give you confidence in the end result. Watch the video below or keep reading to see what a cleanup checklist can do for you.

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A Practical Guide to Credit Memos?

SLC Bookkeeping

When was the last time you gave a customer a credit or discounted an item after you shipped it off to them? Chances are, you deal with them often. It's not always just because you're a nice person or the client has been super supportive and they're getting a discount in appreciation. Maybe it's because of a dispute, which means you probably want to get through with it and move on.

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What Does Innovation Mean to Canadian Accountants and Bookkeepers – with Sean Duffy at Elevate by Welch

Dext

Hear from accounting expert Sean Duffy, Senior Manager at Welch LLP on what innovation means for Canadian Accountants and bookkeepers

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How to Create a More Efficient AP Department and Workflow

AvidXchange

Keeping up with the avalanche of invoices and the inevitable payments that come with them is hard enough with a solid AP process. And while your team may be crushing it with their invoice-to-pay process, are there areas where they could become a more efficient AP department? Is there a way for them to produce the same output, if not more, while clearing a little space on their plate?

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Top Tips on Tax Deduction for Business

Billah and Associates

No business wants to pay heavy taxes on their earnings. Every entrepreneur thinks of saving their hard-earned money and investing it into business expansion. However, paying taxes is the duty of every responsible business. But sometimes, you might think of saving some tax money. That’s when professional tax services in Mississauga can help you. Tax laws are stringent and complicated.

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Be Your Own Hero: The Benefits of Understanding Basic Accounting

XY Bean Counters

5 MIN READ Having a cape-wearing, ever-available CPA on speed dial is the stuff of most business owners’ dreams. Unfortunately, number-savvy superheroes aren’t always this available or want you to have unlimited access to their bat signal. Fortunately, we’re here today to empower you to throw on that cape yourself. Having a basic understanding of accounting comes with many benefits, one of which is eliminating the mystery that often shrouds your financial statements, enabling you to better under

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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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WEBINAR: Staffing for a Modern Firm

accountingfly

To build a modern firm, you’ll need to leverage the right technology, automate work, and hire the right team to execute your vision. Hiring is hard enough. So where do you get started on your journey of building the right team for your firm? Join hiring expert Jeff Phillips as he presents an overview of how to find, attract, and land the right talent for your modern firm.

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How CloudZero Measures Cost Per Customer

CloudZero

Like a lot of SaaS companies, the CloudZero engineering team uses our own product — or as many would say, we “eat our own dog food” and “drink our own champagne”. So, when we built and released our cost per customer functionality last year, it was only natural that we were our own guinea pigs. Today, I use our cost per customer reports and cost intelligence data all the time, especially when it comes to answering important questions that the rest of the leadership team needs — like when our CEO

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The Future Needs of UK SMB

Dext

Throughout the economic events of 2020, small businesses have been one of the hardest hit groups. They will also be the driving force needed to push the return of economic activity and jobs.

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5 Lessons the HOA Industry Learned During the Pandemic

AvidXchange

The HOA industry has been through a year like no other and learned several lessons over the last 12 months. The industry learned news ways to adapt quickly and dramatically to changing business conditions. It learned about the benefits of remote working and found out how vital business-to-business communication is and will continue be. To better understand the shifting landscape, AvidXchange surveyed nearly 500 members of the Community Associations Institute (CAI).

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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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Simple Bookkeeping at Your Fingertips

EasyBooks

A common complaint among small businesses is the time it takes owners to complete their bookkeeping. Often, small business owners find themselves sitting at the dining table for hours on end to complete their bookkeeping, missing valuable time that they could be spending with families, friends or working on a hobby.

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Be Your Own Hero: The Benefits of Understanding Basic Accounting

XY Bean Counters

5 MIN READ Having a cape-wearing, ever-available CPA on speed dial is the stuff of most business owners’ dreams. Unfortunately, number-savvy superheroes aren’t always this available or want you to have unlimited access to their bat signal. Fortunately, we’re here today to empower you to throw on that cape yourself. Having a basic understanding of accounting comes with many benefits, one of which is eliminating the mystery that often shrouds your financial statements, enabling you to better under

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Alleviating Financial Pressure in the New Normal

RevCycle

It has now been over a year since COVID-19 arrived in the U.S., wreaking havoc on healthcare’s already thin margins while creating new financial pressure. As early as March 2020, hospital revenue streams began taking a huge hit due to the cancellation of elective procedures, which along with increased costs had a significantly negative impact on the industry’s credit outlook.

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What Is SaaS Finance? (Plus 12 Metrics You Should Be Monitoring)

CloudZero

One of the most important things SaaS companies need to think about in order to be successful is financial modeling.

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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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How to Claim Mileage on Taxes in the U.S.

FreshBooks

It’s essential to understand what types of driving the Internal Revenue Service (IRS) allow employees and the self-employed to deduct on their tax returns. We’ve compiled the mileage deduction guide below to help you make sure you’re writing off mileage in accordance with the latest IRS rules. Track Your Business Mileage To claim mileage deductions […] The post How to Claim Mileage on Taxes in the U.S. appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners.

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2-Way vs. 3-Way Matching: What’s the Difference?

AvidXchange

In the finance world, there tends to be some confusion and questions surrounding 2-way vs. 3-way matching. What’s the difference between the two? How does matching help businesses save time, reduce mistakes and grow faster? We’re going to help answer these questions for you. Table of Contents What is matching and why does it matter? Matching in finance is very much what it sounds like.

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Future Accountant profile: Chris

Dext

Chris Cheeney is the founder of CDC Accounting, and is the only accountant in the UK specialising in the beauty industry Tell me about your background I found myself just going off and working in various accountancy offices and basically putting myself out of the job.

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The Growing Financial Risks From Continued Remote Working

Oversight

In today's economy, many companies are looking for ways to cut costs and be more efficient. This often means having fewer employees or increasing remote work opportunities. The rise of teams working from home, in particular, has helped companies grow, keep people employed and reduce overhead.

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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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Ep. 120: Jeffrey Dailey - CFO Strategist for Data and Technology

IMA's Count Me

Jeff Dailey: [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Hey everyone, welcome back for episode 120 of Count Me In. I'm your host Mitch Roshong and this is IMA's podcast about all things affecting the accounting and finance world. Our featured speaker for today is Jeffrey Dailey. Jeff is Prometrics Senior Vice President and Chief Financial Officer, and he joined my co-host Adam to talk about data and technology.

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The Simple Formula To Calculate SaaS Gross Margin

CloudZero

As the Software as a Service (SaaS) industry continues to grow, finding ways to win on gross margin becomes increasingly important. By finding sustainable strategies that either increase revenue or limit the cost of goods sold (COGS), SaaS companies can gain a competitive advantage and continue pursuing their broader growth objectives.

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The IRS Is Infrastructure

Cloud Accounting Podcast

Sponsors Dext: [link] Rewind: [link] Odoo: [link] Show Notes 1:47 – Blake’s Discussion with Ed Karl, Vice President of Taxation at the AICPA [link] 6:37 – Shutter Venue Operators Grant Snafu 7:45 – SBA SVOG Tweet [link] 8:35 – Why Can’t Stimulus Checks Arrive Faster? [link] 10:40 – Billions waiting in 2017 federal refunds [link] 11:38 – China Creates Its Own Digital Currency, a First for Major Economy [link] 17:27 – Facebook: 25 Pct Of SMBs Closed Around World [link] 18:29 – Picku

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How to Solve the Headache of Manually Matching Invoices to Purchase Orders

AvidXchange

Manually matching invoices to purchase orders (PO) is one of the most frustrating and time-consuming tasks for accounting departments. Savvy finance departments know that there are countless vulnerabilities that come with manual invoice matching and processing. From lost invoices to late payments and less-than-stellar payables visibility, manual invoice matching can put any finance department in jeopardy.

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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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Future Accountant profile: Marius Fourie

Dext

Me and my background I’m Marius Fourie and I’m the Director and a Business Advisor at North Advisory Chartered Accountants, in Sydney. I graduated from university in South Africa and came to Australia in 2008.

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Detect the Duplicate, Disarm the Risk

Oversight

Year after year, organizations are losing millions in duplicate payments. Even the world’s most effective AP departments will encounter duplicates at a rate of.01%, which can mean more than $1 million lost annually.

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Ep. 119: Mark Forsberg - 1-on-1 Leadership

IMA's Count Me

Contact Mark Forsberg: [link] Culligan Water: [link] FULL EPISODE TRANSCRIPT Adam: (00:00) Welcome back to Count Me In , IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson here to bring you episode 119 of our series. Today's conversation is between my co-host Mitch and the CFO of Culligan Water, Mark Forsberg.

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AWS Redshift 101: What is It and When Should You Use It?

CloudZero

AWS Redshift is a popular data warehousing solution that can handle data on an exabytes scale. You may be considering the service for a number of use cases such as processing real-time analytics, combining multiple data sources, log analysis, or more.

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Cash Flow Secrets Every Upskilled CPA Should Know

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.