July, 2022

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How should small businesses balance artificial intelligence, automation and data privacy?

Xero

We recently held our fourth Xero Responsible Data Use Advisory Council meeting via Zoom with seven council members across four time zones to discuss the most important emerging trends around responsible data use for small businesses. How time has flown – we’ve nearly completed our first year of a council. The council includes myself, Samuel Burmeister of Tall Books (advisor), Laura Jackson of Popcorn Shed (business owner), Maribel Lopez of Lopez Research (analyst), Wyndi and Eli Tagi of WE Accou

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Black CPA Centennial distributes $93.5K in scholarships

Accounting Today

CPA 328
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How SaaS Companies Should Prepare for an IPO

Sage Intacct

Wow, an IPO is a massive milestone! It signifies that your company is a clear forerunner in its market and that it’s run and managed effectively. Going public is something a company’s leadership can be incredibly proud of.

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8 most common filing mistakes that make you look silly

AP Association

When it comes to working in accounts payable, knowing the mistakes that can save you and your company money, time and productivity are essential. No one wants to hire a person who will make bad decisions, take too long to pay their vendors, be misinformed on how much they can spend, or worse yet, make their CEO look silly. Whether you're new to the world of financing or just want to become a better AP professional, having knowledge of the most common filing errors will not only save you time but

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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 Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty.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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CapEx Vs. OpEx In Cloud Computing: What’s The Difference?

CloudZero

As many companies shift from traditional IT infrastructure to cloud computing, they are also rethinking how they handle cloud costs — from accounting to tax reporting.

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Your Guide to Virtual CFO Services: Everything You Need to Know

Future Firm

Offering virtual CFO services is a great way to help small businesses and startups manage their finances. These services can help businesses level up with financial reporting, planning and forecasting, and more. In this guide, I’ll discuss: What virtual CFO services are. The different services offered within them. The benefits of offering and using them.

More Trending

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A more intelligent digital transformation for AP

Accounting Today

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3 Ways to Cut Your SaaS Close Cycle

Sage Intacct

How do the best SaaS CFOs help their companies win their market? By providing data for faster decision making: when to hire, how to invest, where to double down. For this reason, cutting close time should always be a top goal of SaaS companies. That involves constantly scanning the horizon for anything that might get in the way of a smooth and fast closing process.

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Why ERPs are Not Enough for Accounts Payable Automation

IPS

An enterprise resource planning (ERP) application is the financial nerve center of the business.

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CloudHealth Pricing: How Much Does CloudHealth Cost?

CloudZero

Virtualization technology provider VMware acquired CloudHealth in August 2018. VMware hoped the new addition would enable more organizations to manage services on other cloud platforms like AWS, Azure, and their private data centers.

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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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How to Get Accounting Clients in a Changing World

Future Firm

In this post, I’ll be outlining strategies your firm can take today for how to get accounting clients and land new business in a rapidly changing world. I’ll be backing these strategies up with statistics gathered from a recent study titled “ The Next Chapter for Small Business: How to Thrive in a Changed World ” conducted by Forrester Consulting on behalf of Xero, which surveyed 1,000+ small businesses and 1,000+ consumers around the world in June 2020 to tap into today&

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Xerocon Sydney by the numbers

Xero

We’re numbers people here at Xero. And we know you – our partner community – are too. So to celebrate the return of Xerocon Sydney this September, we’ve gone and rounded up some stats to give you a taste of what to expect. Because if our calculations are correct, there are 1,161 reasons (and counting) to get excited about this unmissable event for cloud accounting leaders. . 12 keynote sessions.

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OSCPA gives $54K in scholarships to Oklahoma accounting students

Accounting Today

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3 Steps to Build Your Revenue Recognition Strategy

Sage Intacct

Revenue recognition is at the heart of accounting for SaaS and subscription companies. But it is complicated. However, you can quickly study and optimize your unique version of calculating deferred revenue.

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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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Why Advertising Agencies Must Automate their Payables End-to-End

IPS

The importance of digitizing media payables end-to-end cannot be underestimated.

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Announcing CloudZero AnyCost: Cost Intelligence For A Multi-Service World

CloudZero

At CloudZero, we’re confident that we can organize cloud spend better than anyone else out there.

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Accounting Engagement Letter: Templates, Samples & How to Create One

Future Firm

Does your firm use an accounting engagement letter when signing on a new client? This post is a deep dive into why you should. In this article, you’re going to learn about: What an accounting engagement letter for your firm is. The purpose and need of a quality engagement letter. Items to put in yours. What to use to send this valuable document. Sample sections and template letters.

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Four processes in Xero to make FY23 your best year yet

Xero

Ringing in the new financial year may come without fireworks or champagne, but it is a great opportunity to reflect on the present and what lies ahead. It can be a moment to pause and take note of where your business currently is and how it operates – as well as where you want to be. It’s also a useful time to make changes or upgrades, especially to systems and processes, so things will be smooth-running well into the future.

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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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IRS grilled over fake charity fraud schemes

Accounting Today

Tax 321
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Building and Forecasting a Usage Billing Business

Sage Intacct

Usage-based billing is becoming an increasingly common way for recurring revenue companies to do business with their customers.

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The Cloud Cost Evolution Plan

The FinOps Alliance

Within IT Project Development there are a few things people see as evident. Having the right engineering skills to build the capabilities your application, solution or service needs is something no one would think twice about. Having someone in place to manage the project or team, is also a no brainer for many people working in the technology landscape.

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K3s Vs K8s: What’s The Difference? (And When To Use Each)

CloudZero

Kubernetes, or K8s, is an open-source, portable, and scalable container orchestration platform. With K8s, you can reliably manage distributed systems for your applications, enabling declarative configuration and automatic deployment.

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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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23 Accounting Security Tips to Keep Your Firm Secure

Future Firm

In today’s post, I’m going to show you the very best accounting security tips (23 of them to be precise!) to keep your accounting firm safe and secure. Key Takeaways. Importance of why you must have accounting security for the safety of your business. Different cybersecurity threats you need to be aware of that your CPA firm may encounter.

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Introducing start and end times in Xero Me

Xero

We’re really excited to share that in the weeks ahead, we’re rolling out new functionality in the Xero Me mobile app that will let employees record their start, end and unpaid break times. This new feature will help you keep accurate payroll records and save time on manual processes such as chasing timesheets or reviewing information before doing payruns in Xero.

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EY helping clients cope with recession fears amid rising inflation

Accounting Today

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How SaaS Companies Can Tell Their Story to Investors

Sage Intacct

All the more now, Investors want the data that proves you can make your plan. For context, the struggle for investment capital among SaaS companies is always competitive, even under the best economic and investment conditions. But when times grow uncertain and market conditions become turbulent, the competition for investment capital grows even fiercer.

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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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5 Reasons why every bookkeeper should stop charging by the hour

5 Minute Bookkeeping

When it comes to pricing their services, most new bookkeepers start off with charging their clients by the hour. I certainly did that in the early days of my bookkeeping business too. But one of the best things that I did to grow my business was to move away from hourly billing to pricing all services upfront for my clients instead. If you’re still charging clients by the hour, I’d love to share my insights and experience with you from my own pricing journey.

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What To Look For In A Cloud Cost Tool: Must-Haves And Red Flags

CloudZero

When you’re already strapped for time and bogged down by cloud bills that seem higher than they should be, you may not be inclined to devote months to researching the best cloud cost tools. And unless you’ve used a cost tool before, you may have no idea where to start.

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Electronic Payment Systems: Everything You Need to Know

AvidXchange

You’ve probably heard of electronic payment systems and actually used them. But you may not have explored what these systems mean, which types are most relevant to you, how they work and ways they can help your business grow. You’ll find answers to all these questions here: Table of Contents What is an Electronic Payment? An electronic payment simply means you’re paying for products or services via the Internet, which most people do daily.

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Your small business tax time questions answered

Xero

This is a guest post by accountant Daniel Hardy of Xero Platinum Partner firm Caveo Partners. Recently, Caveo Partners was named the best boutique firm of the year at the Australian Accounting Awards. . With a new financial year upon us, you might be thinking, what’s next for my small business? In fact, you’ll likely have all kinds of thoughts about where you’re at and where you’re headed next.

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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.