March, 2021

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17 Noteworthy AWS Cost Optimization Tools (Organized by Category)

CloudZero

While the cloud offers significant benefits, its inherent elasticity and scalability tend to give rise to uncontrolled cloud costs. Cloud costs can be opaque and difficult to analyze; without some system of identifying the source of costs and managing them, they can quickly undermine your profit margin.

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Cliniko – A Business Owner’s Perspective

The Savvy Bookkeeping Blog

Trying to choose the right software to use in your business can be difficult. Having the opportunity to see what other business owners who are already using that software think about it can be a huge help.

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Using journal entries in a QBO cleanup without messing up the books

5 Minute Bookkeeping

When you’ve got a problem in QuickBooks Online, the ‘easy fix’ is making a journal entry…right? As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books ! The key is knowing which is which and what goes on inside QBO when you create journal entries to make corrections.

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The Ultimate AP Automation Solution Checklist

IPS

Accounts payable automation is critical to helping businesses navigate difficult times.

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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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Without a Bookkeeping App You're Missing These 5 Benefits

EasyBooks

Without a Bookkeeping App You're Missing These 5 Benefits Bookkeeping is a time-consuming, thankless task and can be one of the most frustrating aspects of running a small business. Unlike large corporations, most small businesses don't have an accounting department to help with financial planning. This is why using a bookkeeping app is an excellent investment for small businesses.

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The Value of Identifying the Repeat Offender

Oversight

Here’s an interesting fact from the Oversight T&E vault:

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How to Easily Build Great Quotes for Your Projects

FreshBooks

Any project can start well, and quickly get rocky if the right expectations haven’t been established. You might suddenly realise you’re doing more than what was agreed upon. Scope creep is real (not to mention costly for you). And if everyone isn’t on the same page from day 1, you’re going to lose a lot […] The post How to Easily Build Great Quotes for Your Projects appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners.

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Automated Bill Payments Guide: How Does it Work? Is it Right for Your Business?

AvidXchange

The list of problems that can be addressed with automated bill payments is extensive. You may be tired of writing paper checks every month to vendors. Or you may find it’s getting repetitive and time-consuming to keep track of which vendor you owe money to on the first day of the month, 15 th of the month or the end of the month? And remembering how much to pay each vendor – all sorts of different amounts – has become more detail than you would rather keep track of.

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Solve the Biggest Challenges in Invoice Processing with AP Automation

IPS

Processing supplier invoices has never been easy. But it is harder for many accounts payable departments now that their staff works remotely.

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A Small Business Solution to Win Back Hours Every Week

Dext

Seckingtons had just opened a second hair salon and it was already losing too much time on manual data entry, as well as having issues with missed receipts and invoices. The Dext team came to the rescue and helped them focus on what really mattered.

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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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Which are the most important accounting skills to look for?

Billah and Associates

Accounting is not an easy task. That’s why businesses need accounting services Etobicoke to help them settle their books, record transactions and know the financial position. Today, there is a professional accountant in Etobicoke for every specialization. Whether its tax form preparation or balancing the statements, every activity has a specialist. To become a professional accountant, apprentices need to master a specific set of skills.

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10+ Best Practices for AWS Cost Management | CloudZero

CloudZero

While there are many advantages to using Amazon Web Services (AWS), cost management can be complicated because so many factors impact your AWS bill. Account setup, savings plans, and a number of other factors can all affect your AWS charges and usage.

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What is Spend Risk?

Oversight

Risk is defined as exposure to the chance of injury or loss, or a dangerous gamble. For an enterprise organization, risk is not something to take lightly – especially when related to financial performance and outcomes.

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Tips for taking on a massive QuickBooks Online cleanup

5 Minute Bookkeeping

Are you taking on a big QuickBooks Online cleanup project and not sure where to get started? I’ve been in your shoes, but after years of performing QBO cleanups, I’ve developed a system for organizing my cleanup projects from start to finish. I want to share my tips for taking on a massive QuickBooks Online cleanup, to help you confidently take on even the toughest projects.

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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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Will Your Firm Survive Jeff Bezos?

Cloud Accounting Podcast

Sponsors OnPay: [link] Rewind: [link] Odoo: [link] Show Notes 2:07 - The pandemic made us all coworkers — whether we like it or not [link] 3:00 - Slack’s walkback of its new DM feature is a sign of user power [link] 3:38 - Zoom Wants You to Zoom Even When Using Other Companies’ Apps [link] 4:45 - SURVEY: Phone, Email Tied for Client Communication [link] 9:05 - HR Tech Startup Ease Raises $41 Million To Help Small Businesses Better Support Their Employees [link] 9:23 - Jeff Bezos-backed

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How Accountants Should Approach Entrepreneurs With Big Ambitions

Dext

Bev Betteridge, the Founder, Owner and CFO of The Corner Office, shares her thoughts on the Dext report: The Future Needs of Canadian SMBs. Start with cash flow SMBs are now laser focused on how they generate and manage cash in their businesses.

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AvidXchange Software ‘Absolute Life Saver’ for Terra Holdings, LLC

AvidXchange

Dan Cardella, vice president of Terra Holdings, LLC , and Greg Zammit, executive vice president, remember what happened one year ago in New York City – and it didn’t pan out the way they expected. Cardella and Zammit knew many of the city’s businesses were temporarily closing, or shutting down permanently, because of the pandemic. For many companies, cash flow dried up.

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Cloud Cost Allocation: 3 Best Practices To Control Spend | CloudZero

CloudZero

Two major attractions of the cloud are the on-demand availability of services and the ability to deploy resources at the click of a button. But these alluring features also present the biggest challenges when it comes to cloud cost allocation.

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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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Four Predictions for Corporate Spend in 2021

Oversight

The early months of 2021 continue to prove the uncertainty surrounding COVID-19. While we continue to face questions around its sustained impact, we at Oversight identified a few lessons learned from 2020 that can guide us through this year’s uncertainty.

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Ep. 115: David Wray - Accelerating your “Power of Potential” for Business and Personal skills

IMA's Count Me

Contact David Wray: [link] David's Website: [link] (* access David's book and/or blog here) Want to join David's LinkedIn Group?! [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. This is your host Mitch Roshong and I'm here to welcome you to episode 115 of our series.

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CPA Leaders Most Optimistic Since Pandemic

Cloud Accounting Podcast

Sponsors OnPay: [link] Odoo: [link] Rewind: [link] Attend Rewind's Webinar Show Notes 3:58 - Economic confidence recovers to near pre-pandemic levels for finance leaders [link] 6:56 - BREAKING NEWS: Scaling New Heights® Rescheduled to October - insightfulaccountant.com [link] 9:57 - Cost Of Deloitte’s EDD Phone Center Balloons to $55M, As Millions Of Calls Go Unanswered - capradio.org [link] 16:02 - Accountants experience 60% increase in payroll services, says QuickBooks | News [link] 17

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Why Progressive Accountancy is Better Placed to Support SMBs

Dext

We asked Ali Jones and Charlotte Ing of Sagars to provide their thoughts on the Dext report: The Future Needs of UK SMBs. Raising the bar We completely recognise the diverse nature of the SMB community and their differing support needs and desires as their businesses grow, develop and mature (sometimes across several generations).

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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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5 Tech Skills to Help Accelerate Your Finance Career

AvidXchange

Estimated reading time: 6 minutes With a new, hybrid workforce, technology and the tech skills needed to use it have become more critical than ever in maintaining operations and bolstering cash flow in finance. So, it’s no surprise, that accelerating digital skills is a priority for 82 percent of CFOs in 2021. What does this mean for you, as a finance professional?

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What Is the Rule of 40 and Why Should SaaS Businesses Care?

CloudZero

In the Software as a Service community (SaaS), benchmarking is crucial for any business that wants to succeed. Without benchmarking, it can be very difficult for a business in this space—especially in the early stages—to know whether they are moving in the right or wrong direction.

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The Shift Towards Spend Optimization

Oversight

Most modern finance teams engage in some form of spend management activity, putting either people, audit processes or financial management systems (FMS) in place to analyze expenses, identify cash leakage and improve process efficiency within their finance function.

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Ep. 114: Raef Lawson - The Impact of COVID-19 on the Finance Industry

IMA's Count Me

Contact Raef Lawson: [link] Download the Full Report, "The Impact of COVID-19 on the Finance Function": [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 this is episode 114 of our series. In this episode, IMA's Vice President of Research and Policy, Raef Lawson, joins our co-host Rouba Zeidan to talk about IMA’s recently released report, The Impact of COVID-19 on

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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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PREVIEW: Accounting Salon Conversations

Cloud Accounting Podcast

Sponsor We'd like to thank our launch sponsor Rippling for making the Accounting Salon Conversations possible. Visit [link] Get in Touch with Ryan twitter.com/ryankwatson facebook.com/ryan.watson.986227 linkedin.com/in/ryankeithwatson Upsourced Accounting Get in Touch with Amanda twitter.com/aguillardacct facebook.com/amanda.a.lo.3 linkedin.com/in/amandaaguillard Links Leave a review on Apple Podcasts or Podchaser Follow the Accounting Salon on Twitter Visit the Accounting Salon Get CPE credit a

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The New Way for Accounting Firms to Interact with Clients

Dext

Dan Luthi, COO of Ignite Spot Accounting, shares his thoughts on the US Future Needs of SMBs report and what accountants can expect when talking to clients. Shift in demand and mindset There’s been a shift in the demand of SMBs.

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How Digital Can Help Drive Accounts Payable Software Market Growth

AvidXchange

As 2021 kicks into high gear, there’s an obvious question on the minds of finance professionals throughout the accounts payable (AP) software market: Will the market experience growth this year? And there’s this follow-up question: If the market grows, what will drive that growth? We’ll help you answer both questions. Let’s start by resonating with a powerful statistic that emerged from our survey of 500 business leaders that has been summarized in this new report, Expert Insights for Peak Perfo

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Why Real-Time Cost Visibility Is Vital During a Migration To AWS

CloudZero

There’s no question that the cloud offers efficiencies and innovation opportunities that are near impossible to replicate on-premise.

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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.