The Savvy Bookkeeping Blog
OCTOBER 22, 2021
You lean over and turn off your computer after a full day of work. You feel relieved that another day is done. Your mind turns to what you’re going to have for tea and whether you’re going to need anything from the supermarket.
Sage Intacct
OCTOBER 26, 2021
Companies are continually striving to improve their performance and it is important to know how you stack up to your peers. As FinOps takes a bigger role in charting the growth of a SaaS company, what are the benchmarks for what to do, and when? Sage Intacct, The SaaS CFO, and RevOps Squared conducted research throughout Summer 2021 to benchmark how recurring revenue companies managed the financial reporting process.
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CloudZero
OCTOBER 22, 2021
There are many tangible benefits to using containers for your computing needs. Containers help break large applications into smaller packages that are more agile, scalable on-demand, resilient, cost-effective, and less resource-hungry than monolithic apps or workloads running on traditional virtual machines (VMs) or bare metal servers.
SMB Accounting and Consulting
OCTOBER 20, 2021
In QuickBooks Online and Desktop, the Bank Feed is a nifty tool for importing transactions directly from your bank. Each transaction that the bank processes will show up in QuickBooks for you to categorize into the proper Income, Expense, or Balance Sheet account. What happens when a transaction in your Bank Feed has already been recorded directly through QuickBooks, like invoices you added to Accounts Receivable or a bill you wanted to show in Accounts Payable?
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
IPS
OCTOBER 12, 2021
Businesses are demanding more from finance professionals. CFOs, treasurers and AP leaders are expected to help guide the business through these tough times.
Bookkeeping Side Hustle
OCTOBER 29, 2021
Resource Rundown with OnPay Create your free Accountant Partner Account with OnPay* I encourage you to think of these two trainings in tandem. The first one will tell you how to take on that first payroll project for one of your clients (no matter what software the client uses). The second session will be a deep dive into OnPay as a Full Service Payroll Provider who can be your right hand as you serve your clients and their employees.
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Oversight
OCTOBER 29, 2021
The Reality of Automating Technology Digital transformation has been a buzzphrase for organizations in recent years. In reality, the term has been around since the 2010s with the need for cross-departmental efforts to streamline organizational programs. In the technology sector, adopting artificial intelligence, machine learning, and automated tools is the norm.
CloudZero
OCTOBER 1, 2021
Moving to the cloud offers many advantages vs. on-premise environments — scalability, flexibility, and the prospect of cost-efficiency are among the top reasons companies migrate.
Dext
OCTOBER 28, 2021
About Cloud 9 Strategic From the get-go, Cloud 9 Strategic Bookkeeping Services are clear about their work’s value and what really matters to their clients. The clue is in the name, and strategy sits at the heart of how they differentiate themselves in a highly competitive and price-sensitive sector.
IPS
OCTOBER 27, 2021
Paying more suppliers electronically has moved up on the accounts payable department’s agenda.
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.
AvidXchange
OCTOBER 28, 2021
You would be hard-pressed to identify any time over the past 20 (or more) years when financial forecasting has been more challenging, important and intriguing. You know why, of course. The economy we used to know is transforming briskly into a new business world that has yet to be fully shaped. In this transition period, it’s tough to forecast just about anything about business, especially how much money your company expects to generate over the next several months and years.
5 Minute Bookkeeping
OCTOBER 28, 2021
Many businesses are switching to virtual offices, which opens up new challenges and exciting opportunities for accountants and bookkeepers. There are a few essentials you will need to know if you are ready to successfully make the switch to working virtually. Whether you’re just starting out as a bookkeeper, or you’ve been doing bookkeeping for a long time, I want to share my insights and experience on how to work virtually with bookkeeping clients.
accountingfly
OCTOBER 26, 2021
Simple. Use a boutique recruiter that specializes in remote public accounting placements. [Disclaimer: We’re biased. Accountingfly is a boutique recruiter specializing in helping candidates find remote tax jobs and remote accounting jobs at CPA firms]. Read on to learn why it makes sense to use a recruiter to find a remote accounting job or tax job, or if you want to jump right in, check out currently available remote accounting and tax jobs or submit a current resume.
CloudZero
OCTOBER 25, 2021
Managing technology isn't your only responsibility as a CTO. You could be the CIO, Digital Enabler, Data Officer, and Engineering Leader all rolled up into one, whether you work at a startup, scaleup, or enterprise. Your role as a C-suite executive for engineering requires you to research and implement the newest, most efficient technologies.
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.
Dext
OCTOBER 22, 2021
The UK government’s plan to expand Making Tax Digital (MTD) legislation will mean all VAT registered businesses will need to keep digital records from April 2022. This will apply to roughly 1.1 million VAT registered businesses with taxable turnover below the VAT threshold.
Oversight
OCTOBER 22, 2021
This time last year we talked about the significant shift in the world of Accounts Payable, as the department moves from a processing department to an essential financial analysis team. In 2020, accounts payable’s (AP's) value to enterprise rose 5% higher; to 60% of all businesses rate it’s functions as "exceptionally" important to organizational operations, according to Ardent Partners' study, Accounts Payable Metrics that Matter in 2021.
AvidXchange
OCTOBER 25, 2021
Time out, you might be thinking. Is this really a blog about basketball and AP automation ? Yes, it is. How could these two dramatically different things have anything to do with each other? You may be surprised. Please play along and enjoy this enlightening game of comparative conceptualizing. Basketball lingo blends hoops and AP automation Basketball lingo, you may be surprised to learn, blends all this together.
Billah and Associates
OCTOBER 18, 2021
What are the benefits of customized accounting solutions? Today, both large-scale enterprises and small businesses search for outside help as their most favoured arrangement for their mundane, day-to-day activities, particularly for accounting. Indeed, numerous entrepreneurs have understood that taking outside sources can give them a superior chance to procure a high-quality accounting firm in Brampton with experienced experts without paying the expense of hiring an in-house accountant.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
accountingfly
OCTOBER 19, 2021
It sure looks that way. Accountingfly has specialized in filling remote tax jobs for a decade and we’ve never seen a more candidate-friendly market for tax professionals. So this might be the best opportunity that you’ll ever have to find the right fit and achieve your career goals. Read on for insight on the current market for tax professionals, check out our list of currently available remote tax jobs , or submit a current resume , and we’ll consider you for multiple remote positions.
CloudZero
OCTOBER 27, 2021
Pricing matters. Charge too little and you won't earn enough revenue to stay afloat. Charge too much and you could lose thousands in potential business. Yet, you don’t want to price out some customers or cause others to feel you can’t meet their needs.
Dext
OCTOBER 20, 2021
Now is the perfect time to invest in accounting technology. As it continually evolves, newer iterations of software are more efficient, reliable and more productive. Download our Accounting Technology Buyer’s Guide to see the six steps you need to navigate the process of adding new software to your accounting tech stack.
Oversight
OCTOBER 18, 2021
The power of Artificial Intelligence (AI) and Machine Learning (ML) is a fascinating, yet controversial topic in today’s world.
Speaker: David Warren and Kevin O’Neill Stoll
Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng
AvidXchange
OCTOBER 20, 2021
Community Association Management (CAM) companies are adjusting to new market conditions as the world navigates a global pandemic. They’re grappling with broad and complex remote working situations, more contactless business transactions, outdated technology infrastructures and budget cuts. They realize the need to think and act strategically but may not fully understand how investing in new digital technologies such as automation, cloud computing and data analytics can help ensure their b
Cloud Accounting Podcast
OCTOBER 28, 2021
Sponsors Rippling: [link] BaCo Tech: [link] Client Hub: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 1:25 – The Scoop on SuiteWorld 2021 [link] 3:17 – Sneak Peek at our talk with Evan Goldberg, founder of NetSuite. You can hear the whole interview here: [link] 15:00 – NetSuite Announces SuiteBanking, the First Cloud ERP to Integrate Fintech into a Unified Suite [link] 24:00 – We’re talking abou
Earmark Accounting Podcast
OCTOBER 27, 2021
Sponsor Thank you to our sponsor, FreshBooks! Learn more at [link] Guests Kristen Keats, CPA: [link] Owner, Sherwood Tax & Accounting, Founder and Chief Executive Officer at Breakaway Bookkeeping & Advising Twyla Verhelst, CPA: [link] Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship Program Twyla Verhelst, CPA, and Kristen Keats, CPA, join the show to discuss what it means to be "intentional" in your firm
CloudZero
OCTOBER 18, 2021
Flexibility is one of the cloud’s biggest benefits, but also one of its biggest challenges. When you have different teams using resources in the cloud and deploying instances at the click of a button, your cloud environment could easily become chaotic. Without a definitive plan governing your cloud operations, your costs will inevitably spiral out of control.
Speaker: Mark Stovel
When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.
Dext
OCTOBER 27, 2021
Cheylesmore Chartered Accountants is a Coventry-based firm, started in 2020 at the precipice of huge changes in the accounting industry and across the world.
IMA's Count Me
OCTOBER 24, 2021
Contact Jason Whitley: [link] FULL EPISODE TRANSCRIPT Mitch: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong, and today's episode is number 147 in our series. The featured guest speaker in today's conversation is Jason Whitley. Jason is the chief financial officer at Phi Inc.
AvidXchange
OCTOBER 19, 2021
Success can be tricky to define, especially in financial functions including accounts payable (AP) departments. Accounts payable success is largely tied to hard numbers — invoices processed per month, cost per invoice, outstanding payments, turnover ratio, etc. But true success goes beyond the metrics. AP department success has a particular look … a particular feel.
Cloud Accounting Podcast
OCTOBER 28, 2021
Our Guest Evan Goldberg: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.
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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.
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