Xero

FEBRUARY 2, 2023

In the wake of extreme weather events, the Xero Assistance Programme (XAP) is being extended to all small businesses in the Auckland, Northland and Waikato regions. From Wednesday 1st February through to Friday 31st March, any small business owner, employee or their families in Auckland, Northland and Waikato regions can access three confidential and free telephone, live chat, online or face-to-face counselling sessions.

XERO 248

XERO 248

Accounting Department

JANUARY 31, 2023

It is that time of the year again, tax season. Many businesses dread this time of the year - it's tough. But thankfully not as tough when you have the unrivaled support of AccountingDepartment.com. "1099 Season" spans from the beginning of the year until January 31st, and during this time, the team at AccountingDepartment.com is hard at work to prepare and review over 6,000 1099's for our clients.

Tax 206

Tax Accounting Accounting 206

ProsperOps

FEBRUARY 3, 2023

CASE STUDY Global Media Company Discover how ProsperOps helped a global media company's FinOps team increase their Effective Savings Rate by over 50% within six months of adoption. Challenge Despite a mature cost optimization program, use of Reserved Instances (RIs), and support from a third-party RI commitment broker, the company was only achieving a 26% ESR (85th percentile) for its $17 million per month AWS compute spend.

FinOps 130

FinOps FinOps Computation 130

Fidesic blog

JANUARY 30, 2023

What is Multi Entity Accounting Software? For CFO's and other financial executives with multiple financial entities under a single umbrella multi-entity accounting software enables automated processes to improve accuracy and efficiency of accounting across entities--whether various departments or lines of business within a holding company, franchising organization or conglomerate.

Accounts Payable 130

Accounts Payable Accounts Payable Accounting Software Accounting 130

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

Xero

FEBRUARY 2, 2023

Xero’s commitment to diversity, inclusion and belonging has driven our inclusion in the Bloomberg Gender-Equality Index for the fourth consecutive year. Like last year, Xero is the one and only company headquartered in New Zealand to be included in the index, which is made up of 484 companies across 45 countries and regions. Our scores have improved each of the four years we’ve been included in the index, and we’re pleased to see our progress demonstrated in such a tangible way.

XERO 196

XERO Budgeting 196

Accounting Department

FEBRUARY 2, 2023

This week, AccountingDepartment.com Business Development Representative, Luke Backus, attended Vistage ChairWorld in Nashville, TN! ChairWorld is a place for Vistage Chairs to come together and attend various breakout sessions, networking opportunities, and evening fun to learn new strategies, improve leadership skills, and more.

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Insightful Accountant

FEBRUARY 1, 2023

Our readers are always asking for software comparisons, so Murph conducted a review of 10 Password Managers; tossed two out, but ranked the remaining eight for your consideration.

Accounting Software 105

Accounting Software Accounting Accounting 105

Xero

JANUARY 31, 2023

Accounting has changed dramatically over the last few years. Automation, digital transformation and the acceleration of the cloud have all played an important role in shaping it. But amongst all of this change, one thing remains constant: businesses need to get paid, explains Hayden Watson, Director of UK-based accountancy firm, MHH Practice. Using technology to manage invoicing is one way to help businesses get paid on time, which may explain why invoicing remains one of our most loved feature

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Invoicing XERO Auditing Tax 188

Plooto

JANUARY 30, 2023

If you have any doubts about the importance of customer service and building solid client relations, consider the following statistic from a Harvard Business Review study: Increasing customer retention by 5% can increase profits from 25 to 95%.

Customer Service 98

Customer Service Accounting Accounting 98

CloudZero

JANUARY 30, 2023

When it comes to cloud costs, engineers have a particular reputation. The executive suite and finance department often share perplexing frustration about why engineers appear not to care about budgets and costs at all.

Budgeting 98

Budgeting 98

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

FEBRUARY 2, 2023

Insightful Accountant will recognize a new list of up to 25 Up-n-Coming ProAdvisors, and a Top Up-n-Coming ProAdvisor for 2023.

Accounting 124

Accounting Accounting 124

Xero

FEBRUARY 2, 2023

The summer months are some of the busiest of the year for small business owners. As the peak period for gifting, festivities and tourism, many entrepreneurs aim to make the most of the seasonal buzz. But for some, this comes at a cost. Increased demand can equal longer hours and higher overheads in wages and supply costs (which is particularly prevalent in today’s economic environment).

XERO 187

XERO 187

FundThrough

FEBRUARY 3, 2023

For many of the small business owners, CEOs, and finance leads we work with, they need funding but don’t want to lose ownership by giving away equity in exchange for capital. They want to stay in control of the business they’ve worked so hard to build – completely understandable. The next step is to look […] The post Non-Dilutive Funding: Your Guide to Getting Funded and Growing Your Business appeared first on FundThrough.

Invoicing 90

Invoicing 90

CloudZero

FEBRUARY 3, 2023

You know this already. Regardless of your size, you must keep up with technological developments in your industry — and, increasingly, in other industries, even those that seem unrelated. Embracing disruption can enable you to increase your market share, revenue, and profit margins.

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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

JANUARY 31, 2023

The company made several moves to drive its organizational agility and operational synergies, including naming Dan Drees as President and James Sutton as Chief Revenue Officer.

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Enterprise Recovery

FEBRUARY 3, 2023

When your business has a late-paying client, follow-up calls must be handled quickly and with conviction. Late or non-paying clients cause your business to write receivables off as bad debt, and they could cause the deterioration of your business relationships. Or you could escalate to a professional B2B collections agency that values your business relationships and your cash flow.

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Collections Accounts Receivable Account Receivables Accounts Receivable 78

Sage Intacct

JANUARY 31, 2023

External demands for a faster financial consolidation process are regularly placed on SaaS accounting departments. SaaS companies with multiple locations, subsidiaries, or operations, means that each entity will have its own chart of accounts, and more than likely has its own individual bank accounts, jurisdictions, and perhaps tax structures. When dealing with disparate entities, risk and error goes up, while financial accuracy goes down – stressing the importance of having a centralized system

Tax 64

Tax Accounting Accounting 64

MineralTree

FEBRUARY 2, 2023

In 2023, most B2B payment technology trends will focus on navigating economic uncertainty, cultivating talent, optimizing efficiencies, and embracing digitization. CFOs and finance teams will also use the year ahead to zero in their focus on business process improvements and increasing visibility, particularly in regards to cost and spend analytics.

AP 64

AP Invoicing 64

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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

JANUARY 30, 2023

LeaseCrunch's Ane Ohm takes a deep dive into the new GAAP lease accounting requirements, and six pieces of information you need to know to prepare for transition.

Accounting 105

Accounting Accounting 105

finout

JANUARY 31, 2023

The Modern CTO is talking with our CEO and Co-Founder, Roi Rabhon, about how young people can think creatively out of problems into new solutions; Roi’s workplace culture that allows for entrepreneurs to be born out of the company; and why “growing healthy” in business is a result of proper KPI alignment.

FinOps 59

FinOps FinOps 59

FundThrough

FEBRUARY 3, 2023

For many of the small business owners, CEOs, and finance leads we work with, they need funding but don’t want to lose ownership by giving away equity in exchange for capital. They want to stay in control of the business they’ve worked so hard to build – completely understandable. The next step is to look […] The post Non-Dilutive Funding: Your Guide to Getting Funded and Growing Your Business appeared first on FundThrough.

Invoicing 52

Invoicing 52

1st Step Accounting

FEBRUARY 3, 2023

2022 was a busy year for me. I traveled a lot. I worked a lot, and I fell behind A LOT. I constantly felt like I would never catch up. Well, I vowed not to have this same overwhelming feeling going into the new year. 2023 is the year of playing offense and delivering better customer service to my customers because I know they have not gotten the best version of me and my team over the past year.

QuickBooks 52

QuickBooks Tax Customer Service 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

FEBRUARY 1, 2023

In honor of 'Black History Month,' Intuit QuickBooks commissioned a survey of 1,000 Black business owners to highlight their small business struggles and successes.

QuickBooks 101

QuickBooks 101

Cloud Accounting Podcast

FEBRUARY 3, 2023

Recession needed to increase accounting grads; Amber Setter on improving the CPA pipeline; 2023 tax season officially starts; tech layoffs hit accounting tech Sponsors Keeper - [link] LiveFlow - [link] Anchor - [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] (00:00) - Thank you to our sponsor, Keeper (00:20) - Preview : Accountants are prestressed for busy season (00:56) - Blake is in Tucson; Welcome Amber to the sh

Accounting 52

Accounting Accounting QuickBooks CPA 52

Future Firm

FEBRUARY 3, 2023

If you’re looking for tried, tested, and true tactics to help you generate more accounting leads for your firm, you’re in the right place. Read on to access 21 actionable methods that you can implement to help increase your client base. Let’s go! Table of Contents What is Lead Generation for Accountants 21 Tactics to Help You Generate Leads What is Lead Generation for Accountants?

Accounting 52

Accounting Accounting Budgeting Tax 52

AvidXchange

FEBRUARY 1, 2023

Located in New York City, Douglaston Development is a real estate development company committed to revitalizing and growing neighborhoods. They specialize in building residential developments including high-rise rentals and condominiums, affordable housing, hospitality, senior housing and mixed-use. Douglaston Development controller shares how TimberScan and AvidPay modernize accounts payable Adam Ditchfield graduated from CUNY Queen’s College in New York with his bachelor’s degree in accounti

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AP Accounts Payable Accounts Payable Invoicing 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

JANUARY 31, 2023

The virtual fireside chat highlighting the challenges and courage of small business owners features actress Issa Rae, and TV host and former NFL player Nate Burleson. Get the details for the Feb. 1 event here.

QuickBooks 96

QuickBooks 96

Billing Platform

JANUARY 31, 2023

Has the manual effort of the invoicing process turned into daunting tasks that are resulting in errors and revenue loss? If so, you’re not alone. According to research, conducted by Levvel Research , 50% of businesses regardless of size (SME, mid-market, enterprises) have yet to automate their accounts payable (AP) processes. The research further concluded that the most common pain points for organizations are manual data entry (71%), manual routing of invoices for approval (61%), and lost or mi

Invoicing 52

Invoicing Accounts Payable Accounts Payable Invoice Processing 52

Future Firm

FEBRUARY 2, 2023

Wondering why AI is a hot topic these days? In this episode, I’ll explain how AI can be properly integrated into a firm’s operations and how it can increase business growth and competitiveness. Listen Below. 00:35 – I received a question from a LinkedIn user on how I see AI playing out this year for accounting firms. 1:30 – I talked about recent buzz around ChatGPT, a conversational AI model that can interact with users. 1:52 – A good example of this is a Twitter us

Bookkeeping 52

Bookkeeping Tax Accounting Accounting 52

Jetpack Workflow

FEBRUARY 1, 2023

Podcast Welcome Today, we sat down with Darren Root, Chief Strategist at Rootworks & Right Networks. Rootworks is a company of Right Networks. They focus on firm improvement and emphasize the drive of helping small to medium-size accounting firms improve every day. Let’s jump right in. Meet Darren Root Darren has managed his own CPA firm for over 30.no sorry. 35 years.

CPA 52

CPA Accounting Accounting 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.