Sat.Jan 21, 2023 - Fri.Jan 27, 2023

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Why now is the time to transition to STP Phase 2 in Xero

Xero

By now, you’ll be familiar with Single Touch Payroll Phase 2. This will see your business build on its existing STP reporting to share more information with the ATO and additional government agencies whenever you process a pay run. With Xero’s deferral soon coming to an end, mandatory Phase 2 reporting is set to commence from 31 March 2023. This means that all Xero Payroll users must transition to the Phase 2 reporting standard.

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Step Away From The Books with Outsourced Bookkeeping

Accounting Department

From a business owner's standpoint, the thought of handing off an entire area of your business for someone else to take care of may seem a bit nerve-wracking. But business owners should consider how much time is being used up on a daily, weekly, or yearly basis on an area of the business, like bookkeeping, that can be spent focusing on sales, growth, and future planning.

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Top accounts payable trends for 2023

AP Association

Businesses are facing huge challenges as a result of the troubled economy. Inflation has reached a 41-year high of 11.1% and the Bank of England is warning of a long recession looming. As a result, businesses are increasingly automating their accounts payable process to increase efficiency going into 2023. Surveys have revealed CEOs' main goals are digitisation, growth and efficiency.

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How to Be a Good AP Clerk

Fidesic blog

Are you ready to take 2023 by storm, boost your job performance and get noticed by your bosses? We looked at content from recruiting agencies all over the internet and came up with some tips on how to be a good AP clerk. The 5 skills we found to improve so you can be a better AP clerk include: Communication, Organization, Attention to Detail, Software Skills and Continued Learning.

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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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How small businesses are levelling up both their compliance and their digital and data capabilities in the face of growing regulation

Xero

We held our sixth Responsible Data Use Advisory Council meeting just before Christmas last year. This was another fantastic opportunity to tap the wealth of expertise of our council members about emerging trends around responsible data use for small businesses. The council is made up of myself, Laura Jackson of Popcorn Shed (business owner), Maribel Lopez of Lopez Research (technology analyst), Wyndi and Eli Tagi of WE Mana (advisors), Aaron Wittman of XBert (app developer), Anna Johnston of

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The Accounting Cycle: Everything You Need to Know

Accounting Department

The accounting cycle is a multi-step process that involves accepting, recording, sorting, and crediting payments made within a business during a period of time. It creates an accurate record of the business's financials that are summarized on its financial statements.

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How to use Plooto Capture

Plooto

In 2022 we introduced a new feature in Plooto called Plooto Capture, located in the Documents tab. Capture was built to help Plooto provide an automated end-to-end cash flow experience to our customers. Holistically, Capture is made to automate the input and creation of the bills that will then be paid through Plooto, with the convenience of having this entire experience live within the Plooto system.

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Xero Roadshow 2023: Every step counts

Xero

This February, we’re pumped to be hitting Australia’s major cities and regional towns for – you guessed it – Xero Roadshow 2023! From Geelong to the Gold Coast and Parramatta to Perth, we’ll be touring 17 locations between 7 to 27 February. Since we last hit the road in March 2022, the world has continued to experience lots of change (like talent shortages, rising inflation and cost of living pressures).

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Why Performance And Cost Are Two Sides Of A Coin

CloudZero

In the SaaS world, it’s an accepted fact that engineering teams care most about performance, while finance teams primarily care about costs. The rift between the two teams is so large it caused the birth of a whole new SaaS company department — FinOps — to help them work together.

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All Eyes on Cannabis

Insightful Accountant

The Bonadio Group’s Kristin Kowalski discusses some of the ins and outs of what is becoming a potential growth opportunity in 2023 and beyond. Here’s what today’s accounting professionals should know.

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

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.

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The Ultimate Virtual Assistant for CPAs Guide

Future Firm

It’s my belief that hiring a virtual assistant for CPAs is one of the best choices you can make when scaling your firm. This guide will shed light on how a virtual assistant (VA) can help, what they can do, and where to find them. Let’s get started. Table of Contents What is a Virtual Assistant for Certified Public Accountants? What Can a Virtual Assistant Do at Your Firm?

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The small business guide to MTD for VAT penalties

Xero

This blog was first published in April 2022 and updated in January 2023. If you’re a VAT-registered business , you may have received a letter or email from HMRC, informing you that the new penalty system for Making Tax Digital (MTD) for VAT is now in place. Arriving at the beginning of this year, the system is described as simplified penalties for late VAT submissions and payments, with a goal of making these fairer and more proportionate for customers.

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What Is A DevOps Pipeline? A 2023 Beginner-Friendly Guide

CloudZero

Did you know that Google Search changes how it works about 12 times daily? For example, the internet search giant made about 4,500 changes to Search in 2020 alone. Those changes involved running more than 600,000 tests.

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Important Changes to QuickBooks Related 1099 Filing and Billing for 2023

Insightful Accountant

You need to read this if you're an accountant who has firm-billed (wholesale billing or “Bill My Firm”) clients without a Payroll or Contractor Payment subscription, and are filing 1099(s) for the 2022 tax year.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Why Happy B2B Clients Save Money

Enterprise Recovery

Does it actually cost more to attract new clients than keep current ones? That can only be decided when you consider the cost of your time and the value of your clients. Nevertheless, happy clients are usually your most loyal clients, and they'll likely recommend your goods and services to others. Let's identify strategies for keeping your existing B2B clients happy so you can maintain a strong, long-lasting business relationship and save money along the way.

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How to Build a SaaS Finance Team for the Future

Sage Intacct

The finance team of today looks incredibly different than its counterparts did five years ago. Modern CFOs and other finance leaders are expected to play a much more active strategic role in their companies than they once did.

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4 Signs That Your Business Needs to Reassess Its Bookkeeping

Counto

4 Signs That Your Business Needs to Reassess Its Bookkeeping Bookkeeping is a vital part of running a successful business. It helps track income and expenses and can provide insights into a company’s financial health. However, knowing when your business needs to step up its bookkeeping practices is not always easy. In fact, most start-ups may choose to engage accounting services for SMEs in Singapore to help streamline their processes.

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When Culture Meets Community

Insightful Accountant

MasterYourBooks' Mariette Martinez on the important role both play in reaching personal and professional growth goals for Latinos.

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Back to Basics with Reconciliations

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.

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Press Release Accounts Payable Processing Services

Outsourced Bookeeping

We have started the Accounts Payable Services for businesses like Restaurants and Real Estate Companies and alike. Here we provide the back office support for functions like processing of Bills in Accounting Softwares We have worked in Software such as MAS90 Sage, Restaurant 365 (R365), Great Plains, QuickBooks and Propertyware. We can meet your requirements from 3 seat working to 10 seat working.

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Transform #5: From Cashier to Director of Accounting

Cloud Accounting Podcast

Meet Our Guest, Lea Briscoe LinkedIn: [link] Learn more about Purple Wave [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [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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4 Signs That Your Business Needs to Reassess Its Bookkeeping

Counto

4 Signs That Your Business Needs to Reassess Its Bookkeeping Bookkeeping is a vital part of running a successful business. It helps track income and expenses and can provide insights into a company’s financial health. However, knowing when your business needs to step up its bookkeeping practices is not always easy. In fact, most start-ups may choose to engage accounting services for SMEs in Singapore to help streamline their processes.

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QuickBooks, Mailchimp to Host Fireside Chat for Black History Month

Insightful Accountant

The virtual fireside chat, which highlights 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.

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

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

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Top 10 Benefits of Using A Document Management System

NextProcess

Is the paper in your office getting out of hand? Boxes taking up too much space? Or are important documents stored off-site where you can’t easily get to them? There are many good reasons to store business records, but if they’re cluttering things up or you can’t access them, then there’s a problem. Or maybe your records are already digitized, or at least some of them are.

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Map Your Cloud Journey: 50 Essential Cloud KPIs to Guide the Way

CloudCheckr

The cloud can deliver huge benefits to enterprise IT and your business as a whole. But in order to get the most out of your investment, you need to think strategically about how you will measure the success of your cloud journey. Whether you’ve recently adopted a cloud platform for your organization or your cloud operations are well established, there are many ways to assess the overall effectiveness of your IT infrastructure.

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Step by Step Process for Outsourcing Tax Preparation Services from CapActix

CapActix

CPA and Accounting Firms have started turning down tax preparation work due to labor shortages. There is a severe lack of accounting and tax professionals in the market. The reason is that they do not intend to compromise on the quality of their work as they want to hold on to their really good clients. To be able to identify possible deductions and benefits or any other red flags, the tax preparer and the reviewer have to be able to give enough time.

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2023 Desktop ProAdvisor Certifications Added to Training Portal

Insightful Accountant

Intuit has added the QuickBooks ProAdvisor 2023 Desktop Certifications to the QuickBooks Online-Accountant ProAdvisor Training Portal within the last week or so. The related courses and exams are now live.

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Solve Your Firm's Automation Complexities Once and For All

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.

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Why Does Tax Have a Busy Season?

Blake Oliver

Why does tax have a busy season? Maybe it doesn't have to be this way. A recent conversation gave me an idea for how to solve it. I went hiking with Giles Pearson on Sunday. It was a beautiful day, and it was the perfect chance to catch up with a new friend. As our conversation turned to work, I asked Giles what busy season was like for him during his time as a tax partner at PwC in New Zealand.

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Recurring Billing Software: The Backbone of Subscription Businesses

Billing Platform

Regardless of the industry, recurring billing isn’t without challenges. Spreadsheets may have been fine when first starting out with just a handful of customers. However, as businesses grow the manual effort involved more than likely results in many things. Think of inefficient processes, billing errors, revenue leakage, and even customer churn. When this happens, implementing an enterprise recurring billing software solution becomes a heavy topic of conversation.

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Biggest Bookkeeping Mistakes Small Businesses Make

Bookkeeping Express

Bookkeeping is one of the hardest aspects of running a business for many owners, yet it is also one of the most important. Of course, at BKE, we always recommend hiring a reputable, high-quality third-party bookkeeper, given the ever-increasing benefits of finance process outsourcing. But many small businesses still do their bookkeeping in-house, and there are some mistakes that are more common – and more significant – than others.

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5 Digital 'Must Haves' You Need at Your Disposal

Insightful Accountant

Digital strategist Lisa Apolinski breaks down the most important factors your firm's website needs to create a memorable digital experience for your clients.

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Travel and Expense Policy Success: Your Essential Checklist

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.