Xero
NOVEMBER 9, 2022
I’m pleased to let you know t hat today we announced the appointment of Sukhinder Singh Cassidy as Xero’s new CEO, on 1 February 2023. Sukhinder will succeed Steve Vamos who after serving almost five years as CEO, is retiring from the role and plans t o return to his previous portfolio in business coaching and leadership development as an advisor, director and investor.
Accounting Department
NOVEMBER 24, 2022
This year we're especially thankful for our clients and our team - it is their collective energy, positivity, and dedication to success that has made this such a great year.
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Sage Intacct
NOVEMBER 1, 2022
For many people, finance could be mistakenly viewed as playing a passive, historical role in the company. A common misconception thinks it is about number-crunching and accurately reporting past transactions and financial events.
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
Plooto
NOVEMBER 28, 2022
It is a brave new world for accounting firms. New technology , pent-up client demand for advisory services, and ever-increasing compliance and regulatory oversight have created a new “business” mindset among accounting organizations — identifying clients’ needs and building the infrastructure to meet those needs.
CloudZero
NOVEMBER 21, 2022
As a cloud product manager, much of our jobs center around creating KPIs (or OKRs, if you prefer) such as sales revenue, freemium conversions, or customer stickiness, and encouraging development teams to hit product performance goals.
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Accounting Department
NOVEMBER 17, 2022
For many businesses, sudden bursts of growth may sometimes come at times that business owners least expect. Companies can go from small offices to corporate buildings and small commercial buildings to giant warehouses, but being prepared to do so is what makes the difference between growing and growing pains.
SSI Healthcare Rev Cycle Solutions
NOVEMBER 10, 2022
SSI Wins Oracle Cerner 2022 Collaboration Award. November 9, 2022. Every year, Oracle Cerner honors its most innovative and meaningful partnerships, which are chosen based on superior performance and the impact the partner has on their clients. This year, the SSI Group, LLC (SSI) is pleased to announce that we were named the 2022 Collaboration Award Winner at the recent Oracle Cerner Health Conference.
Plooto
NOVEMBER 14, 2022
Thank you for choosing Plooto for your AP/AR automation needs. Plooto’s payment processing features have helped many accounting firms like yours automate their payment processing , cut costs, and save time for themselves and their clients.
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.
CloudZero
NOVEMBER 8, 2022
High-quality cloud cost allocation has become an existential issue for businesses. In order to get as much out of their ( mounting ) cloud investments as possible, business leaders need to know how much they’re spending in the cloud, what/who they’re spending it on, and whether there’s a good reason for it.
Xero
NOVEMBER 16, 2022
From late November 2022, we’re introducing a new safety measure for automatic superannuation (auto super) payments within Xero Payroll. This requirement will see new and existing customers connect an active bank feed to their registered auto super account. . Why? With this added layer of protection, we’re working to provide a safer way for you to process these payments to your employees.
Accounting Department
NOVEMBER 22, 2022
As the holidays approach, no business owner wants to be bogged down with accounting tasks, budgeting next year, or trying to prepare to close the books for 2022. Owning a business has many upsides to it, but one of the drawbacks for many is trying to keep track of the business's finances.
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.
Sage Intacct
NOVEMBER 8, 2022
Forecasting accurately across long periods is an indispensable skill for SaaS finance and RevOps departments. The further you can reliably forecast, the clearer your picture of your company's financial health will be.
Plooto
NOVEMBER 7, 2022
There’s the adage, “Life is expensive when you don’t know accounting.” An accounts payable software solution that’s not right for your business can also cost you dearly: inefficient workflows, high monthly fees, too advanced or too few features, to name a few.
CloudZero
NOVEMBER 7, 2022
Just as there are a handful of stages to describe the financial journey from startup to established company — pre-seed and seed funding, followed by series A, B, and C funding — there are also stages to the process of achieving a healthy understanding of your costs. We at CloudZero like to call these cost intelligence maturity stages “crawl,” “walk,” and “run.”.
Xero
NOVEMBER 15, 2022
Hubdoc is one of our most advanced tools to capture bills and receipts, get the data into Xero and easily reconcile the transaction. We’re always looking for ways to automate this process, to help you become more efficient in your business or practice. Recently, we announced a new feature that automatically matches the contact in Hubdoc with the contact in Xero or QuickBooks Online, so you don’t need to fill in the details.
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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.
Accounting Department
NOVEMBER 30, 2022
Accrued expenses, also known as accrued liabilities, refer to expenses that are recognized on the books before they have been paid. The expense is recorded during the period in which it is incurred, rather than when it is paid.
Enterprise Recovery
NOVEMBER 28, 2022
While we typically write about the end-of-the-year processes for accounts receivable , year-end brings about its own stress for the sales and marketing teams. With quotas to meet and budgets to assess, the challenges can weigh on even the most seasoned professional. Here are four tips for B2B sales and marketing professionals to end the year strong.
Gaviti
NOVEMBER 14, 2022
Receivables collection is one of the most critical functions of any business, but it can also become one of the most stressful. Companies can reduce many overwhelming and monotonous aspects of collections via automation. Sage Intacct streamlines collections tasks but automation alone is not enough. How companies implement automation also makes a difference.
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
CloudZero
NOVEMBER 28, 2022
Conventional wisdom states that SaaS engineers don’t care about costs. They care about building an optimal product, regardless of the dollar signs associated with it.
Xero
NOVEMBER 16, 2022
I’m excited to share that we’re establishing a Xero base in India, where there is deep technical talent, to enhance our existing hiring and development programs for technology roles. . Through a strategic partnership with Infosys , a global digital services and consulting company, we’re setting up a Xero-managed centre of technical talent at an Infosys campus in India. .
Accounting Department
NOVEMBER 15, 2022
Outsourcing your accounting to a third-party service provider is a great idea for any business owner. However, when searching for the right fit for your company, consider these points so that you choose the best option for you.
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.
Enterprise Recovery
NOVEMBER 11, 2022
When it's your job to collect past-due invoices, what you say matters. And what you say will depend on your state of mind when you type the email or get on the phone. How you come across to your clients, especially when they're long-term business-to-business relationships, will determine how they react to you, your demands, or any negotiation tactics.
CloudZero
NOVEMBER 14, 2022
In Part I of this two-part series, I talked about the key benefits of top-down cost allocation : It starts at the provider level, incorporates every penny of your cloud spend, and lets you break it down at as granular a level as is useful for your business. In Part II, I answer the most common follow-up question I get: “How does my organization know when we’ve got deep enough granularity?
Xero
NOVEMBER 2, 2022
We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. Spending time educating yourself on Xero can help you get time back once you’ve built up your confidence. . You probably know by now that when you have a question about Xero, Xero Central is your first stop. But did you know it’s also your home for proactively learning about Xero?
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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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