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

Collections 98

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.

Accruals 216

Accruals Accounting Accounting 216

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: 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 With construction projects becoming more complex, outdated processes are no longer sustainable.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.

Invoicing

Compleatable

JULY 4, 2023

If you’re anything like me, you always want to be learning something new. Even better if it’s related to your work, so you can learn the best practices, find out current trends, and impress your boss! A lot of companies will support staff in studying, but you don’t need to wait for finance to approve your PO if the course is free! I’ve found four free procurement training courses which are aimed at a range of levels from beginner to advanced.

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FinOps FinOps Auditing AP 20

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

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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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

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

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.

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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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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Accounting Today

JULY 7, 2023

The service has updated its systems to detect invalid claims for the Child and Dependent Care Credit and the EITC.

Tax 279

Tax 279

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.

Collections 71

Collections 71

Advertiser: Paycor

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!

Payroll

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.

QuickBooks 103

QuickBooks 103

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.

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Computation 90

Accounting Today

JULY 5, 2023

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

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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

Billing 52

Billing Revenue Cycle Revenue Cycle Management AR 52

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

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

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

Computation 52

Computation Billing Bookkeeping Accounting 52

Accounting Today

JULY 5, 2023

The Illinois CPA Society presented wealth strategist Daniel Rahill III with its 2023 Lifetime Achievement Award.

CPA 264

CPA Accounting Accounting 264

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

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.

Accounting

Insightful Accountant

JULY 2, 2023

Murph concludes his two-part mini-series on making difficult repairs to QuickBooks Desktop, step-by-step.

QuickBooks 98

QuickBooks 98

Economize

JULY 6, 2023

Explore how Asynchronous Replication can revolutionize your Google Cloud Platform (GCP) Disaster Recovery strategy, ensuring business continuity and robust data protection.

Computation 52

Computation 52

Accounting Today

JULY 7, 2023

Plus, carbon accounting platform Greenly launches app store; and other accounting tech news.

Tax 264

Tax Accounting Accounting 264

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: 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 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.

XERO 96

XERO 96

Economize

JULY 6, 2023

Explore how Asynchronous Replication can revolutionize your Google Cloud Platform (GCP) Disaster Recovery strategy, ensuring business continuity and robust data protection.

Computation 52

Computation 52

Accounting Today

JULY 3, 2023

The ruling comes amid a deepening U.S. crackdown on cryptocurrency.

Tax 264

Tax 264

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

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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