LedgerDocs

JULY 6, 2023

Accurate record keeping can help you to remain organized, compliant and gain insight into the financial position of your business. It also provides your bookkeeper with all of the information they require to effectively manage your finances. But collecting and organizing these documents can be a daunting task. We have compiled a checklist of information to share with your bookkeeper: Business Documents: Business licenses and permits Employer Identification Number (EIN) Articles of Incorporation

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Collections Bookkeeping Petty cash Purchase Order 98

Accounting Today

JULY 3, 2023

The Internal Revenue Service is cautioning taxpayers to beware of a new scam in which fraudsters are sending out cardboard envelopes from a delivery service asking for personal info.

Tax 325

Tax 325

Accounting Department

JULY 6, 2023

Every business owner loves growth. It's simple. But what's not so simple is if the business can handle growth. When businesses are operating on dated enterprise resource planning (ERP) systems, it's easy to outgrow and be throttled back on growth because of it.

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Accruals Accounting Accounting 217

Insightful Accountant

JULY 2, 2023

Effective Aug. 1, 2023, the noted thought leader will take the reins of the North American independent membership association of leading mid-market technology professionals, consultants and product/service providers.

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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

CloudZero

JULY 7, 2023

It came as a pleasant surprise. CloudZero recently discovered over $1.7 million in annualized savings. And, all from our own infrastructure. Otherwise, we would have spent $1.7 million for cloud resources we didn't actually need.

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Computation 98

Accounting Today

JULY 5, 2023

CPA firms have been recruiting more people without accounting degrees and backgrounds as a way to fill their open jobs while expanding diversity in their workforce.

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CPA Accounting Accounting 287

Insightful Accountant

JULY 5, 2023

In this second part of Murph's mini-series on "clues to Top 100 from 2023 Aware Recipients', he provides valuable insight into how maximized 'App engagement' is the key to scoring in many different award categories.

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Nanonets

JULY 4, 2023

Hyperautomation was rated the number one technology trend for 2021 by Gartner, the IT research and advisory firm. It is slated to be the next driver of the digital revolution in the business domain and aims to integrate all automated activities under one common platform that is unique to an organization. Let us see what hyperautomation is, and how it stands in benefitting any enterprise.

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Purchase Order Computation Accounts Payable Accounts Payable 96

Accounting Today

JULY 6, 2023

The firm reports a substantial revenue increase to $2.82 billion as it transitions from a partnership to a professional service corporation.

Accounting 299

Accounting Accounting 299

CloudZero

JULY 5, 2023

A key advantage of Kubernetes for container management is its high scalability. Kubernetes nodes are directly involved in this, and they can make or break your efficiency, cost-effectiveness, and service availability.

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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

Insightful Accountant

JULY 4, 2023

If your QBO Company-file is less than 60 days old, you can simply purge all the data from it and start over. Otherwise, you must cancel your subscription and start a new one.

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QuickBooks 103

Enterprise Recovery

JULY 7, 2023

B2B (business-to-business) and B2C (business-to-consumer) debt collections are different. Agencies that collect from individuals will use different collection tactics and are subject to harsher regulations than those that collect from businesses. Often these agencies choose to separate consumer collections from commercial collections because the processes vary.

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Collections 72

Accounting Today

JULY 3, 2023

The Supreme Court will review a ruling that cast a constitutional cloud over the use of in-house judges to handle cases pressed by the Securities and Exchange Commission.

Accounting 240

Accounting Accounting 240

CloudZero

JULY 4, 2023

There are three main cloud delivery models (cloud computing services) and four major cloud deployment models (types of cloud computing). Each model is unique, and that affects how it impacts cloud management, data security, and cost management, among other considerations.

Computation 90

Computation 90

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

Insightful Accountant

JULY 4, 2023

Hour Timesheet and Clockwise co-founder Debbie Sabin weighs in on the most crucial regulations your clients need to stay compliant with is the DCAA (Defense Contract Audit Agency) regulations.

Auditing 97

Auditing 97

SSI Healthcare Rev Cycle Solutions

JULY 7, 2023

How SSI’s Integrations Make Epic Medical Billing Easy Home / July 6, 2023 Imagine a world where you never have to leave your Epic environment to work claims. With SSI, it’s not merely a concept, it’s a reality thanks to our innovative, deep integration with Epic that ensures cleaner claims, faster claim status updates, and quicker payments. With an organization’s significant investment in Epic, one of your top criteria when evaluating claims/clearinghouse vendors should be choosing one th

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Billing Revenue Cycle Revenue Cycle Management AR 52

Accounting Today

JULY 5, 2023

A bill in the state seeks to tax rich colleges that favor families of alumni and donors in admissions policies and give the money to poorer community colleges.

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Tax Billing 246

Jetpack Workflow

JULY 7, 2023

Podcast Summary Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: Transition of going from a paper-based to paperless practice Consolidation and build outs across the industry Talent, team management, retention & much more From Today’s Conversation: Doc.It By Iris Iris Global Cloud Technology About Don Emery Don has been the general manag

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Computation Billing Bookkeeping Accounting 52

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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

Insightful Accountant

JULY 5, 2023

Liscio's Alison Ball explains how to fast-track your compliance with IRS Pub 4557 and the FTC Safeguards Rule

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SSI Healthcare Rev Cycle Solutions

JULY 7, 2023

July 6, 2023 How SSI’s Integrations Make Epic Medical Billing Easy Imagine a world where you never have to leave your Epic environment to work claims. With SSI, it’s not merely a concept, it’s a reality thanks to our innovative, deep integration with Epic that ensures cleaner claims, faster claim status updates, and quicker payments. With an organization’s significant investment in Epic, one of your top criteria when evaluating claims/clearinghouse vendors should be choosing one that can

Billing 52

Billing Revenue Cycle Revenue Cycle Management Accounts Receivable 52

Accounting Today

JULY 7, 2023

Eight college accounting students will receive scholarships through Windham Brannon's endowment fund via the Georgia Society of CPAs Educational Foundation.

Accounting 246

Accounting Accounting 246

Future Firm

JULY 6, 2023

When you focus on the client’s perspective first instead of yours, it can lead to better outcomes and reduced resistance. In this podcast episode, I discussed the importance of prioritizing clients over ourselves in business decisions. Listen Below. 0:45 – I aspire to create a business that safeguards your interests, goals, and dreams. Interestingly, in order to accomplish this, we must prioritize our own well-being alongside our clients. 1:08 – Our primary focus lies in examin

Accounting 52

Accounting Accounting 52

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

Insightful Accountant

JULY 6, 2023

The fund, being launched Aug. 23-24 in Sydney, gives small business owners a chance to win a better future for their companies.

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XERO 96

Nanonets

JULY 6, 2023

Introduction Artificial intelligence (AI) is revolutionizing numerous industries, and one of the sectors enjoying immense benefits from its adoption is document management. Document sorting, a process once solely relegated to the realm of human labor, has been remarkably transformed by AI. This transformation has significantly boosted efficiency, accuracy, and scalability, allowing businesses to handle large volumes of data in a shorter time, while reducing manual errors.

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Invoicing Invoice Processing Customer Service Billing 52

Accounting Today

JULY 7, 2023

The case management system is making it more convenient for tax attorneys to electronically file documents simultaneously in consolidated groups of cases.

Tax 246

Tax 246

Billing Platform

JULY 5, 2023

Considered an art and a science, revenue management analyzes data to predict the demand fluctuation of your products and services. And billing and revenue management (BRM), is often used by recurring revenue-based businesses that offer subscription-based billing, event-based billing, metered billing, and usage-based billing. With a goal to maximize revenue growth and profitability, revenue management helps organizations predict demand.

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Billing General Ledger Collections Reconciling 52

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.

Insightful Accountant

JULY 6, 2023

Small businesses with one to nine employees in the US created 23,200 jobs during June of 2023, an increase of 0.18%.

QuickBooks 96

QuickBooks 96

Nanonets

JULY 5, 2023

CRM Solutions are useful in almost all domains of a business – marketing, sales, customer service, digital commerce and other areas that deal directly with clients.   According to Gartner , in 2020, Salesforce led the worldwide CRM market in the top domains of marketing, sales, and service. Salesforce is primarily used to maintain customer data such as names, websites, email ids, telephone numbers, social media data, etc. from multiple sources.

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Customer Service Accounting Accounting 52

Accounting Today

JULY 7, 2023

The report marked the slowest month of job creation since the pandemic, although the unemployment rate declined one-tenth of a percentage point to 3.6%.

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Accounting Accounting Payroll 246

Jetpack Workflow

JULY 5, 2023

What do you do if your firm’s client base might be growing, but internal trouble among your staff is brewing? High employee turnover rates, staff burnout, and an inability to find qualified candidates can hinder your performance and your firm’s continued expansion. How you handle hiring at your firm can set you up for success and growth or become a costly cycle of recruiting, hiring, training, and terminating.

Accounting 52

Accounting Accounting CPA Billing 52

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.