AP Association

JANUARY 27, 2020

I set up HAPPY AP as a result of being made redundant from a large corporate company. Over the last 30 years I have worked primarily in AP, along with Provisioning , Vendor Management , Fixed Asset Management , Mentoring and Training. Background Most of the companies I have worked for have been those large ones – where there is a department for this and a department for that.

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CloudZero

JANUARY 27, 2020

It is no secret that it is not that hard to accidentally spend a boatload of money on AWS. This Twitter user told the story of his $77,000 mistake with a monkey emoji (because what’s funnier than spending the price of an entry level Tesla by accident.).

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Dext

JANUARY 6, 2020

If you do anything next year, do this. The days between Christmas and New Year are decidedly geared around reflection. It’s a period to look back on the year, perhaps even the decade, restore energy and prepare for the one ahead.

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IMA's Count Me

JANUARY 26, 2020

Contact Anders: [link] Additional Resources from Anders: Link to book: [link] Link to the ebook: [link] Link to blog: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Hey everyone, thanks for coming back for episode 45 of Count Me In. Our featured guests for today's conversation joined us from Denmark as Anders Liu-Lindberg spoke with Mitch about the popular topic of business partnering.

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Accounting Accounting 40

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

Cloud Accounting Podcast

JANUARY 26, 2020

Sponsors Bill.com: [link] Timesheets.com: [link] OnPay: [link] Show Notes 02:20 – Blake gets his nerd on in the hunt for the true meaning of goodwill 04:40 – Google hopes you won't pay attention to its new search results format | The Verge 06:47 – Reviews and feedback! Thank you! 07:31 – Our in-depth discussion of the four-day workweek is here 07:41 – How to stop serial meeting holders in their tracks – charge them for every meeting they schedule !

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Accounting Accounting Budgeting Auditing 40

AvidXchange

JANUARY 6, 2020

A good chunk of my career was spent in banking — an industry that is generally wary of innovation and tech adoption, at least in part due to its highly regulated nature. The tech industry, on the other hand, has spent the last two decades “moving fast and breaking things,” with few regulations standing in the way. From my perspective at the crossroads via AvidXchange, neither model is ideal.

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Collections 40

CloudZero

JANUARY 30, 2020

Making sure you don't overspend on AWS is a perennial challenge for many software companies. To help make sure you don't surpass your budget, AWS offers billing alerts, which send you an alert when your costs have reached a certain threshold. This can be a handy way to keep your costs in check, but can take some time to set up and will cost you some extra money.

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Billing Budgeting 52

Dext

JANUARY 16, 2020

Chris Cheeney is a man to be reckoned with. Chris first cut his teeth as a financial analyst, working on spreadsheets “all day every day.” Back then, automation was his downfall.

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XERO 40

IMA's Count Me

JANUARY 22, 2020

Contact Sarah: [link] [link] About Sarah: [link] Intend2Lead: [link] Sarah's favorite quote: “As we let our own light shine, we unconsciously give other people permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” – Marianne Williamson FULL EPISODE TRANSCRIPT Mitch : (00:05) We are back with Episode 44 of Count Me In , IMA's podcast about all things affecting the accounting and finance world.

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Accounting Accounting CPA Auditing 40

Cloud Accounting Podcast

JANUARY 19, 2020

Sponsors QuickFee: [link] AccountingSuite: [link] OnPay: [link] Show Notes 01:52 – David can see clearly now, just in time to admire the cracked screen of his smartphone 02:42 – Blake's upping his skills game at Jirav, learning financial modeling 03:08 – Blake's second webinar - Webinar Recording: How to Build a Financial Model for an Accounting Firm | Jirav 04:25 – The most effective way to master a new tool or software is to use it for yourself, or a client 05:24 – Is there life after The Clou

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QuickBooks Invoicing Accounting Accounting 40

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.

Accounting

CloudZero

JANUARY 30, 2020

Making sure you don't overspend on AWS is a perennial challenge for many software companies. To help make sure you don't surpass your budget, AWS offers billing alerts, which send you an alert when your costs have reached a certain threshold. This can be a handy way to keep your costs in check, but can take some time to set up and will cost you some extra money.

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Billing Budgeting 52

IMA's Count Me

JANUARY 19, 2020

Contact Hiten: [link] "Defining a Successful Disruptive Leader" : [link] For more information , visit his website at www.theunconventionalca.com and subscribe to his newsletter. FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting and finance world. Our guest for episode 43 is Hiten Keshave CFO, entrepreneur and established leader in finance.

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General Ledger AR Accounting Accounting 40

IMA's Count Me

JANUARY 15, 2020

IMA's Young Professional Leadership Experience : [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. Today's episode will be another bonus episode of our IMA focused mini-series. Over the last few months. We've interviewed former IMA, young professional award winners and ask them specific questions about their early careers.

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Accounting Accounting Budgeting Management Accounting 40

Cloud Accounting Podcast

JANUARY 14, 2020

Sponsors QuickFee: [link] AccountingSuite: [link] OnPay: [link] Show Notes 05:31 – Fresh back from the Sage Accountants Advisory Council, in Dallas, Blake is basking in brisket afterglow and ready to talk cloud accounting! 06:21 – David takes a field trip to a real accounting firm! 07:53 – It’s tax season ! Yay … | Accounting Today 08:41 – Are IRS audits becoming an endangered activity?

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Tax CPA Collections Auditing 40

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.

Accounting

Dext

JANUARY 13, 2020

Business owners, it’s that time of year again. For the self-employed, freelancers or those with a secondary source of income, there are two words that trigger a sense of dread every single year. Self Assessment. Simply put, it’s a calculation of all the tax you must pay for any given year, based on your income.

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Tax 40

IMA's Count Me

JANUARY 12, 2020

Robert's Resources: LinkedIn: [link] Data Analytics: [link] Data Analytics Demo: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for episode 42 of Count Me In. As we strive to provide you with the information most important to your role as an accounting and finance professional. No topic may be more relevant than that of data analytics. Robert Koechig, president at TEG IQ talked with Adam about the importance of business intelligence for the CFO team and how to effectively use data a

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Cloud Accounting Podcast

JANUARY 12, 2020

Sponsors Jirav: www.jirav.com Hi, this is Blake, and I just wanted to let you know that this episode of the Cloud Accounting Podcast is sponsored by Jirav, my employer. “Jirav” sounds a lot like “giraffe” — and that’s no accident. Giraffes are the tallest animal in the world. That gives them a great view. Our goal at Jirav is to give you a similarly great view of what’s going on with your business.

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IMA's Count Me

JANUARY 8, 2020

FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back for episode 41 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. Our featured guests for this episode is Ivo Sokolov,, a data office division co-leader at one of the most profitable and best capitalized banks in Austria where he specializes in data engineering, regulatory tech and project governance Ivo joined Mitch to talk about how data engineering fits into today's accounting and finance function and

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Reconciling Financial Statements Accounting Accounting 40

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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.

Financial Statements

CloudZero

JANUARY 7, 2020

Amazon recently announced the rollout of their new AWS Savings Plans , a new way to reduce your cloud compute costs. These allow you to achieve the discounts associated with their popular Reserved Instances (up to 72% off on-demand pricing) without having to engage in the headache of managing the same. With the new plans, you would commit to a particular hourly spend of your choosing on either a 1 year or 3 year fixed term.

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Computation 40

Cloud Accounting Podcast

JANUARY 5, 2020

Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:48 – When it comes to staying organized, there’s only OneNote for Blake 04:24 – This one time, at Pod Camp.

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IMA's Count Me

JANUARY 1, 2020

IMA's website: [link] IMA's Leadership Academy: [link] Mentoring with IMA: [link] FULL EPISODE TRANSCRIPT Mitch : (00:00) Welcome back to count me in. IMA's a podcast about all things affecting the accounting and finance world. I'm your host Mitch Roshong with me is my co host Adam Larson and we are happy to bring you episode 39 of our podcast series.

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Cloud Accounting Podcast

JANUARY 1, 2020

Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 00:54 – Smart and Smarter? A look back at smartphones over the years | Reuters 01:03 – Tech years = dog years – we look at some of the massive changes that have taken place over

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Accounting Accounting QuickBooks Computation 40

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

JANUARY 13, 2020

We’re often asked what are some of the top areas where we see customers overspending? Data transfer costs from misconfigured NAT Gateway definitely tops our list as one of the most common. In this article we’ll walk you through five steps to find which data transfers you’re overspending on and how to you can eliminate those excess charges.

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CloudZero

JANUARY 2, 2020

The popularity of serverless infrastructure, like AWS Lambda, is on the rise , which is easy to understand, given its promise of a cheaper price tag and less maintenance. However, as companies are lifting and shifting apps into lambda, many are discovering that it’s not that simple. Like any shift, such as moving from on-prem to the cloud, the reality is, applications need to be designed a certain way in order for you to reap the cost and efficiency benefits.

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CloudZero

JANUARY 7, 2020

Amazon recently announced the rollout of their new AWS Savings Plans , a new way to reduce your cloud compute costs. These allow you to achieve the discounts associated with their popular Reserved Instances (up to 72% off on-demand pricing) without having to engage in the headache of managing the same. With the new plans, you would commit to a particular hourly spend of your choosing on either a 1 year or 3 year fixed term.

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Computation 8

IMA's Count Me

JANUARY 5, 2020

"Govern Your Bots!" by Loreal Jiles ( Strategic Finance, January 1, 2020): [link] Links to learn RPA Development or other things about RPA Tools for Free UiPath: [link] (The name of the RPA tool is UiPath and this site is to UiPath Academy). Automation Anywhere: [link] (The name of the RPA tool is Automation Anywhere and this site is to Automation Anywhere University) FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back to Count Me In, IMA's podcast about all things affecting the accounting a

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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.