May, 2020

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4 Benefits of Partnering with a Workday Certified Software Partner

Ascend Software blog

When it comes to software, it often takes multiple products to form an efficient end-to-end solution. That's one of the main reasons why software solution companies form partnerships, as they allow you to deliver a more complete solution to solve their customers' problems.

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The Benefits of Integrated Financials with Budgeting and Planning

Sage Intacct

What does it take to successfully manage your business? How do you measure success? To answer these questions in the simplest form, you must have a plan, identify objectives to meet it, and identify metrics to measure progress toward your identified objectives. For example, 3 years ago, I was overweight and needed to reach a normal weight for my long-term health.

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4 Ways Paperless AP Mitigates Fraud Risk for Homeowner Associations

AvidXchange

With many of their teams now working remotely, association management companies and community associations are at increased risk for data breaches and check fraud that can erode trust and lead to financial loss. How so? Those relying on paper-based, manual processes are struggling to access the paper and people they need to work while protecting sensitive information from increased vulnerabilities.

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Just Say No to Cash App

1st Step Accounting

I’ve been seeing online the many requests for Cash App deposits to help keep small business afloat during this pandemic and I want to implore all you owners out there to just say NO. Cash App , a division of Square and is a great source to get quick funds from friends and family (along with Venmo , a division of PayPal ) but in the long term it is not a great tool for small businesses trying to build and grow their businesses.

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Forecasting Failures Are Costly: Here's How To Fix Them

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

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How an Accountant Can Help Your Business During COVID-19

Billah and Associates

Can accountants help SMEs stay resilient in the COVID-19 crisis? As the global pandemic (COVID-19) shows no signs of leaving the planet soon, small and medium-sized enterprises are trying hard to find a way to sustain their business growth. At this point in time, experienced and efficient accountants and bookkeepers are playing a major role in guiding small business owners to navigate through the storm.

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Ep. 69: Sandra Clarke - Finance & Innovation -- The Perfect Partnership

IMA's Count Me

Sandra Clarke and Blue Shield of California in the news: Blue Shield of California Updates Details on Financial Support Options to Healthcare Providers in Response to COVID-19 Crisis In the News: Blue Shield of California Offering Financial Support to Providers, Sandra Clarke Tells The Wall Street Journal FULL EPISODE TRANSCRIPT Mitch: (00:05) Hi everyone.

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Preparing Your Company for Recovery: Six Steps for SaaS Finance Leaders

Sage Intacct

While the COVID-19 crisis continues to evolve, many SaaS and subscription finance leaders are looking ahead to the recovery phase and wondering what their peers are doing. During the virtual Modern SaaS Finance Summit , CFOs and investors shared six steps you can take to put yourself and your company in a position to know where you stand, anticipate and plan for volatility, and communicate your plan to your Board.

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How Accounts Payable Automation Benefits Security

AvidXchange

Understanding how accounts payable (AP) automation benefits security is extremely important in today’s climate, as criminals are upping their game to take advantage of new opportunities. Organizations must protect not only their employees, but also their financial data and personal information. Otherwise, they stand to take financial loss, in addition to loss of reputation and trust, in the event of a data breach.

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Hi, How can I help you innovate today? Why CloudZero is the next step on my journey to empower developers.

CloudZero

Innovation drives success. And today more than ever, software drives innovation. No matter what product or service you offer, you’re a software company. You may not sell something called “software,” but successfully building, marketing, delivering, and supporting customers for any product today relies on software and technology.

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How Chris Herbst is saving hours for South African SMEs with Cloud Accounting

Dext

“You need all the time you can get to add value to your business in South Africa. Something like Receipt Bank may be a luxury in some places but here it’s a necessity.

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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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Ep. 68: Paul Miller - Tax Implications and Planning due to COVID-19

IMA's Count Me

Miller & Company, LLP: [link] FULL EPISODE TRANSCRIPT Adam: (00:06) Welcome back to episode 68 of Count Me In. IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and today we'll be listening to an important conversation about the tax implications and guidelines for individuals and small to midsize businesses following the various government loans in response to the COVID-19 crisis.

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May 12, Downloading QBO Attachments in a Batch

Bookkeeping Essentials

While reading and participating in various online bookkeeping groups, I noticed the question is arising as to how you can download all the attachments

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Pending Home Sales Plummet in April

NACM

Pending home sales is the latest sector to see record drops from the impacts of COVID-19. The Pending Home Sales Index from the National Association of Realtors (NAR) declined 21.8% in April. All regions saw a month-to-month and year-over-year decline in pending home sales. "With nearly all states under stay-at-home orders in April, it is no surpri.

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How Panera Bread Baked The Efficiency of Automation Into An AP Process That Keeps Their Bills Paid During The Pandemic

AvidXchange

Panera Bread Company is the fast-casual restaurant with healthy food options and a bakery we have all come to know and love. Unfortunately, their IT finance department’s process for dealing with invoices and doling out payments was less desirable. So, Panera turned to AvidXchange to assist with things behind the counter—streamlining their accounts payable processes.

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Book of Secrets on the Month-End Close

Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

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What Makes Bookkeeping Important For A Small Business

Billah and Associates

Bookkeeping is vital for keeping accurate financial records. Nevertheless, many startups and small businesses come up short against implementing this necessary process. In addition to the fact that keeping proper books and records is crucial under law, it saves you failure and disappointment later on. In practical terms, improper bookkeeping and accounting are some of the reasons for business failure.

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Blueprinting Success with Receipt Bank

Dext

Two tech enthusiasts, Brian Clare and Sean Duffy, met at the Ottawa Hospital financial department. In 2017, they took the leap to found Blueprint Accounting. In the last three years, things have moved quickly. From an evening passion project, the practice now serves businesses across Canada.

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Ep. 67: Gordon Hofman - How Can I Improve My Organizational Culture for Better Productivity?

IMA's Count Me

Contact Gordon Hofman: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back for episode 67 of Count Me In. I'm your host Mitch Roshong, and I'll be bringing you to Adam's conversation with the vice president of finance for SSA Marine, Gordon Hoffman. SSA Marine is a global transportation and trucking firm with operations across five continents.

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Demand for PPP Cools Due to Worries About Loan Forgiveness

Cloud Accounting Podcast

Sponsors SmartBooks Genie: [link] OnPay: [link] BQE Core: [link] Show Notes 06:03 - White House considers measures to boost economy without Congress - NBC News 06:30 - Intuit Accountants (@IntuitAccts) Survey - Twitter 07:59 - QuickBooks Town Hall with Senators Rubio and Cardin: Full transcript, video - Intuit QuickBooks 08:38 - Demand for Small-Business Loans Cools - Wall Street Journal 09:34 - Footwear Company Allbirds To Return PPP Loan - PYMNTS.com 10:26 - Two Men Charged In First US Case Of

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How To Break Digital Transformation Barriers And Accelerate AI Adoption

Speaker: Anna Tiomina, MBA

AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?

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New Home Sales Rise Slightly Showing 'Potential Recovery'

NACM

Although existing home sales declined last month, new home sales held their ground in April with more than a half-percent rise. National Association of Home Builders (NAHB) reported the increase brought the seasonally adjusted annual rate to 623,000 units.NAHB Chairman Dean Mon said in the report that the new home sales results "show the potential.

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Managing Association Bills to Maintain Business Continuity

AvidXchange

With most of their employees working remotely, association management companies have been forced to revisit the processes they rely on to sustain operations. Among the most critical functions for ensuring business continuity is paying association vendor bills. It’s an uphill battle for those who rely on manual, paper-based AP invoicing and payment processes.

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Lessons From the Front: How Businesses Are Solving for Critical Gaps in Continuity Plans [On-Demand Webinar]

AvidXchange

Two months into this global pandemic, we wanted to continue exploring critical gaps in continuity plans and understand what some companies are doing to solve for them. So, we gathered a panel of industry insiders to share some insights from the frontlines of business and finance operations in this new reality, including: Jess Scheer, executive editor at the Institute of Finance and Management (IOFM) Marijke Van Stichel, property accountant at SCM Realty Services Angelic Gibson, chief information

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BONUS | Alain Mulder and Bernardin Generalao - Business Continuity in Europe

IMA's Count Me

Contact Alain: [link] Contact Bernardin: [link] Coronavirus Update from IMA: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Hey everyone. Welcome back for another special bonus episode of Count Me In. Over the last few weeks, we have interviewed various IMA staff members from across the globe and shared their perspectives on how business in their region is being handled following disruption of Covid-19.

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The Human Side of Finance: The Intersectionality of People, Culture, Adaptability, and Resilience

Speaker: Melissa Hurrington

Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.

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Ep. 66: John Stretch - Stakeholder Capitalism

IMA's Count Me

John’s website : [link] To view a selection of blogs visit [link] You can find more examples of the author’s writing at these two websites: [link] and [link] Also visit [link] John's recent book: [link] John’s YouTube channel : [link] Contact John Stretch: Email - stretch@global.co.za LinkedIn - www.linkedin.com/in/john-stretch-272a475 FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to episode 66 of Count Me In.

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Ep. 65: Patricia Werhane - The Ethics of Commerce During Crisis

IMA's Count Me

About Patricia Werhane: [link] Article About Patricia Werhane: [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. We are here for you today with episode 65 of our series. As we've addressed in many recent episodes, the Coronavirus has affected various aspects of accounting and finance.

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Ep. 64: Rohit Thakkar - The Business Partner as a Co-Pilot

IMA's Count Me

Contact Rohit Thakkar: [link] FULL EPISODE TRANSCRIPT: Mitch : (00:00) 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 we're going to hear about the popular topic of business partnering. Adam spoke with Rohit Thakkar, finance business partner at Adobe to define the role of a business partner and explain how you can guide the business with strategic decisions.

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BONUS | Richard Li - Business Continuity in China (with Rouba Zeidan)

IMA's Count Me

IMA's Website: [link] Coronavirus Update from IMA: [link] Richard Li, IMA's Vice President and Chief Representative of China, joins Count Me In to talk about COVID-19 in the region and discusses the internal and external developments being implemented to safeguard human life and business continuity. This regionally focused bonus episode hosted by Rouba Zeidan continues the series of conversations we are having to highlight the various efforts across the globe to empower the management accounti

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Maximizing Profit and Productivity: The New Era of AI-Powered Accounting

Speaker: Yohan Lobo

In the accounting world, staying ahead means embracing the tools that allow you to work smarter, not harder. Outdated processes and disconnected systems can hold your organization back, but the right technologies can help you streamline operations, boost productivity, and improve client delivery. Dive into the strategies and innovations transforming accounting practices.

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BONUS | International Management Accounting Day: Jeff Thomson - Creating Value in Critical Times (with Rouba Zeidan)

IMA's Count Me

International Management Accounting Day: [link] IMA's website: [link] About IMA: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world and happy international management accounting day. Every year. On May 6th,, IMA celebrates this global day of recognition to commemorate the important role management accountants play within their organizations to help bring more light.

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Ep. 63: Ray Hutchins & Mitch Tanenbaum - How You Can Leverage Cybersecurity to Increase Your Value to Any Organization

IMA's Count Me

CyberCecurity, LLC : [link] Video Training by Ray and Mitch: [link] Mitch's Blog : [link] & [link] Contact Ray Hutchins: [link] Contact Mitch Tanenbaum: [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Cybersecurity is something that truly affects management accountants, but really all individuals and firms.

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Existing Home Sales Continue Decline in April

NACM

COVID-19 continues to impact existing home sales, resulting in the second-straight month of declines. The National Association of Realtors announced May 21 that sales dropped 17.8% in April from March, and sales are down roughly the same amount from April 2019. The steep fall is the largest month-over-month decline since July 2010. "The economic lo.

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No "Mo" PPP Loan Forgiveness for Reality Star

Cloud Accounting Podcast

Sponsors LivePlan: [link] OnPay: [link] BQE Core: [link] Show Notes 06:50 - Pioneer discloses new details of MyPayrollHR owner's alleged fraud – Albany Business Review 08:26 - Richard Burr Steps Back From Senate Panel as Phone Is Seized in Stock Sales Inquiry – New York Times 12:08 - Reality star charged with spending funds from federal small business program on jewelry, Rolls-Royce – Washington Post 17:26 - Marco Rubio discusses making changes to the PPP rules - Twitter 19:20 - SBA Releases Pay

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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.