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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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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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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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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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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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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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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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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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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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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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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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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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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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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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.