April, 2020

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Know Where Your Company Stands – a Session with Sage Intacct & KeyBanc Capital Markets

Sage Intacct

As the newly designed virtual Modern SaaS Finance Summit moved into its second week, Marc Linden, GM & EVP, Medium Segment Native Cloud Solutions (MSNCS) at Sage , co-led a session with David Spitz, Managing Director at KeyBanc Capital Markets. They discussed how SaaS companies should measure their position in light of today’s volatile business environment.

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5 Game-Changing Benefits of Moving to 100% Electronic Invoicing and Payments

AvidXchange

Electronic invoicing (e-invoicing) and payments (e-payments) are shifting from the “nice-to-have” to “need-it-now” list for many companies. Because manual, paper-based accounts payable (AP) processes that rely on in-office workflows, printers, and mailing services are no longer dependable, businesses are looking for more reliable and accessible ways to handle their mission critical processes , like paying bills and receiving payments.

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Controller's Code: The Secret Formula to a Successful Career in Finance

Cloud Accounting Podcast

Purchase Controller's Code: The Secret Formula to a Successful Career in Finance on Kindle: [link] Connect With … Mike Whitmire on Linkedin: [link] FloQast on the web: [link] Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.

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Ep. 62: Doug Boyle - The Emotionally Intelligent Accountant

IMA's Count Me

Contact Dr. Doug Boyle: [link] Dr. Boyle's Articles and Resources: [link] [link] [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In. I'm your host, Adam Larson, and today you're going to hear how emotional intelligent plays such a key role in the success of management accountants. Mitch spoke with Doug Boyle, the accounting department chair at the University of Scranton about this topic.

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Breaking Ground on Better Payment Processes: Strategies for Construction Pros

Speaker: Timothy Allsopp

Payment challenges often lead to delayed projects, financial bottlenecks, and strained relationships. With construction projects becoming more complex, outdated processes are no longer sustainable. By refining financial workflow, companies can improve cash flow, reduce error, and foster trust between stakeholders. Discover practical strategies for redesigning payment systems to overcome workflow challenges while creating a smoother, more reliable process for contractors and subcontractors alike.

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Is Your Company Cutting Costs? Here Are 4 Upcoming Webinars for You

CloudZero

We've been hearing from a lot of companies that cost is an area of focus right now. In the coming weeks, we have a series of webinars on cost optimization for you to learn more about steps you can take. The topics range from how downturns affect tech budgeting, how to create a strong tagging strategy, and a plethora of tips for saving on AWS. Check out what's coming up!

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Benefits of Hiring Bookkeeping Services for Your Small Business

Billah and Associates

Employees of a small business organization always remain involved with the core activities of a business including production, sales and marketing and customer relationship management. This is one of the major reasons why bookkeeping activities are often overlooked in such business organizations. Here are some prominent benefits of hiring bookkeeping services for your small business.

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We Asked American Companies Like Yours How Ready They Were to Work From Home [Infographic]

AvidXchange

In what felt like an instant, the coronavirus pandemic forced business continuity to the forefront for American companies scrambling to enable most, if not all, of their employees to work from home. As AvidXchange moved to a widespread work-from-home setup and helped thousands of customers do the same by ensuring 24/7 remote access to their accounts payable , we wondered how many companies felt truly prepared for this kind of unforeseen scenario.

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Heather Smith on the COVID-19 impact in Australia

Cloud Accounting Podcast

Get to Know Heather Smith Heather Smith Cloud Stories Podcast Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser. Interested in sponsoring the Cloud Accounting Podcast?

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Ep. 61: Jose Zavala - Cloud Accounting: What does that mean to me?

IMA's Count Me

Contact Jose Zavala: [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 Mitch Roshong and I will be your host for this episode. Today, you're going to hear Adam talk with Jose Zavala about how automation is the key to success of accounting and finance professionals.

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Is Your Company Cutting Costs? Here Are 4 Upcoming Webinars for You

CloudZero

We've been hearing from a lot of companies that cost is an area of focus right now. In the coming weeks, we have a series of webinars on cost optimization for you to learn more about steps you can take. The topics range from how downturns affect tech budgeting, how to create a strong tagging strategy, and a plethora of tips for saving on AWS. Check out what's coming up!

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The Growth Architect: How Financial Leaders are Unlocking Potential

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

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The Power of the Tech Finance Community

Sage Intacct

I recently sat down with Noah Barr, CFO of TrueAccord , and Amanda Kattan, Finance & Strategy Leader at 4 th & King , to talk about the vibrant finance and operations community in Silicon Valley. Our conversation reminded me that we can come together in this difficult time to help each other navigate the pandemic.

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How to Update Your Board in the Midst of the Coronavirus Crisis

Sage Intacct

Our software community requires new strategies to stay ahead of the curve in this rapidly changing business environment caused by Covid-19. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate managing cash, churn, expenses, and forecasting. In this session, a panel of experienced investors from private equity and venture capital shared tips for preserving cash, fundraising, and updating your board of directors in a tough business environment.

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Managing Churn and Cash Flow in Your Subscription Model

Sage Intacct

Sage Intacct’s virtual Modern SaaS Finance Summit moved into its third week with a focus on managing churn and cash flow. This panel tackled issues that are especially critical right now around customer-by-customer account evaluations, automation efficiencies and billing model adjustments. You can access the video and register for other summit sessions here.

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4 Tips on How Forecasting Cash Will Help Navigate Uncertainty

Sage Intacct

Our software community is facing uncertain times from the COVID-19 pandemic. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate cash management, churn, expenses, and forecasting. For our first session on April 2, we gathered a panel of experts to discuss how they are staying ahead of the curve in this rapidly changing business environment caused by the Coronavirus.

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

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Ep. 60: Chris Clulow - Embracing Technology to Lead in Accounting

IMA's Count Me

Contact Chris Clulow: [link] Cummins: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA's podcast of all things affecting the accounting and finance world. I am your host, Adam Larson, and today's episode covers a few different topics. Chris Clulow, Corporate Controller of Cummins, talked with Mitch about leadership technology trends in the industry and the combination of the two for managing challenges associated with today's crisis and its working conditions.

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Real Estate Organization Seamlessly Transitions to a Remote Work Environment Amidst COVID-19 with AvidXchange

AvidXchange

SCM Real Estate Services provides private owners of office, retail and warehouse properties in Dallas/Fort Worth with property management services. In the face of the COVID-19 pandemic, like the majority of businesses, SCM had to close down their corporate office; but, because the team automates their AP (accounts payable) processes through AvidXchange, they were able to establish a location-independent workflow quickly and easily, and continue business as usual.

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Ep. 59: Danetha Doe - Entrepreneurial Mindset with Accounting Skills

IMA's Count Me

Contact Danetha: [link] hello@moneyandmimosas.com Money & Mimosas: [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. In this episode we will hear from the creator of Money and Mimosas Danetha Doe. Danetha is also a freelance writer for financial institutions, a consultant and a former accountant who now strives to help clients elevate their self-worth and thei

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Ep. 58: Stephen Rivera - Leadership in Crisis: A Frontline Perspective

IMA's Count Me

Stephen Rivera - [link] Johnson & Johnson - [link] FEI Article: Sincerity, Authenticity and Collaboration in Finance: A Q&A with Johnson & Johnson’s Stephen Rivera - [link] FULL EPISODE TRANSCRIPT Stephen D. Rivera, CPA, CGMA, Vice President of the Global Technical Accounting Advisory Services & Policy group at Johnson & Johnson, joined Count Me In to talk about the value of authentic leadership, particularly in a time of crisis.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

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

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Navigating the SBA Paycheck Protection Program

Cloud Accounting Podcast

Sponsors Melio Payments: [link] Jirav: [link] Show Notes [link] [link] Connect with Michael and Sabrina Michael Ly, Founder/CEO of Reconciled Website: [link] LinkedIn: [link] Twitter: [link] Facebook: [link] Sabrina Parsons, CEO of Palo Alto Software and Board Member of Oregon Pacific Bank Website: [link] LinkedIn: [link] Twitter: @mommyceo Get in Touch Thanks for listening and for the great reviews!

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BONUS | Hanadi Khalife - Business Continuity in the Middle East & India (with Rouba Zeidan)

IMA's Count Me

Message to All IMA Stakeholders: From Jeff Thomson, IMA CEO, on the Coronavirus: [link] IMA Middle East-Africa Website: [link] IMA India Website: [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Welcome back for a very special episode of Count Me In. I am your host, Adam Larson and I'm excited to announce Mitch and I will have a new cohost on the series, Rouba Zeidan.

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Is PPP Failing? We Get Answers from the AICPA

Cloud Accounting Podcast

Sponsors Relay Finacial: [link] ClockShark: [link] BQE Core: [link] Links AICPA statements AICPA plan to use payroll processors [ press release update ] Fees on PPP loan prep [ press release ] Statements from the administration on PPP processing and/or disbursements: VP Pence on 4/7 saying 71B has been disbursed Kevin McCarthy on 4/8 on Fox News saying we got 70B out in two days and “this has been a very successful program when you look on every angle” Mnuchin said on 3/31 that “Treasury and the

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PPP Round 2 May Be Over Before It Even Started

Cloud Accounting Podcast

Sponsors Bill.com: [link] AccountingSuite: [link] BQE Core: [link] Links 03:45 - I’ll be right back. How to protect your energy during Zoom meetings - Fast Company 06:03 - The Best Wi-Fi Mesh-Networking Kits - The Wirecutter Google Wifi - Google 08:06 - Impact of COVID-19: State of Accountants Report - SmartVault Survey Shows Impact of COVID-19 on the Accounting Profession - CPA Practice Advisor 22:25 - Banks Gave Richest Clients ‘Concierge Treatment’ for Pandemic Aid - NYTimes 23:55 - Public Co

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.

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BONUS | Dr. Talal Abu Ghazaleh - The Godfather of Arab Accounting (with Rouba Zeidan)

IMA's Count Me

Talal Abu-Ghazaleh Organization(TAGORG) [link] Talal Abu-Ghazaleh: [link] Joa'an Abu Ghazaleh: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back for another bonus episode of Count Me In. For today's conversation, we're going to hear my co-host Rouba Zeidan conduct a very special interview with the godfather of Arab accounting. Let's listen in now.

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Coronavirus is Faster Than the Stimulus

Cloud Accounting Podcast

Sponsors BREX: [link] ClockShark: [link] BQE Core: [link] Show Notes 03:05 - Navigating the SBA Paycheck Protection Program [link] 04:20 - SBA Paycheck Protection Program [link] SBA issues details for Paycheck Protection Program loans [link] - Journal of Accountancy 06:28 - Fun facts about PPP loan stats from Jovita Carranza, 26th Administrator of the SBA [link] 11:01 - Some coronavirus stimulus checks may not arrive until September [link] Accounting Today 17:22 - Customers Fume as Wells Fargo,

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The PPP is out of Money — Here's What We Got for $349 billion

Cloud Accounting Podcast

Sponsors SmartBooks Genie: [link] AccountingSuite: [link] BQE Core: [link] Show Notes 03:09 - SBA Paycheck Protection Program Report [link] - SBA 05:14 - Paycheck Protection Program Stats [link] COVID Loan Tracker [link] 06:17 - According to the JPMorgan Chase Institute, about half of all small businesses have a cash safety net worth less than 15 days.

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