Sat.Feb 25, 2023 - Fri.Mar 03, 2023

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Time to celebrate amazing accountants taking on industry challenges

Xero

Despite the fantastic work that accountants and bookkeepers do, the industry has an image problem. There’s still an old-fashioned perception, with little understanding of how you support small businesses and the wider economy. We know from our recent research – Five biggest hurdles hindering accountants – that recruitment is a key hurdle you face, and this misconception among the candidate pool isn’t helping.

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AccountingDepartment.com is 19!

Accounting Department

AccountingDepartment.com is 19 years old today. Wow. When I started here in November of 2013, we were rapidly approaching our 10 th anniversary and faced with the first big “but how do we celebrate this milestone” question. Of course, as the years have passed these questions have come at various intervals celebrating both time and event-based achievements—but the excitement and celebration grows with each one.

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How to Create a Great Plains Accounts Payable Aging Report and Why

Fidesic blog

In this post we show Microsoft Dynamics GP users how to run a Great Plains accounts payable aging report, but first we will answer two questions that will help you regardless of your accounting system: What is an AP aging report? Why is aging AP important to track?

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Non-PO Invoice Coding and Automation

Ascend Software blog

Why AP Automation? One of the most impactful things you can do to improve your organization’s Accounts Payable (AP) process is to automate it. AP automation is the use of technology to streamline and automate the invoicing and payments process.

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Smarter Card Solutions: Meeting the Challenges of Mid-Market Travel & Expense

Our 2025 Center Travel Survey is clear: as corporate travel increases, so does corporate credit cards distribution, and a rise in off-platform travel booking. This 61% rise causes various challenges: compliance, spend control, reporting problems, and a lack of visibility across organizations. To evolve with the ever-changing needs of travelers, decision-makers need a better solution.

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The bookkeeper embracing innovative service offerings

Xero

In recent years, many advisors have faced the pressures of being all things to all clients around the clock. But not Jeannie Savage. Through an expanded list of service offerings and a deep reliance on both tech and her team, she’s built a bespoke practice in Cloud 9 Strategic – and her dream lifestyle to boot. A few years ago, Jeannie Savage was at a local community salsa class when her dance partner inquired about what she did for a living.

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Rare Disease Day Hits Home with AccountingDepartment.com

Accounting Department

Rare Disease Day is the globally-coordinated movement on rare diseases, working towards equity in social opportunity, healthcare, and access to diagnosis and therapies for people living with rare diseases.

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Hidden MS Azure costs and how to monitor them to keep your cloud budget under control

FinOps in Practice

With the advent of the digital age, cloud computing has quickly become an essential option for organizations of all sizes and shapes. Being a relentless leader in the IT field, Microsoft just couldn’t help but come up with a cloud computing platform of its own. Nowadays, Azure is one of the most popular cloud services out there, and for a reason. Like its competitors from AWS and Google Cloud, MS Azure offers a vast range of services and features that make it a reasonable choice for those who co

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Giving Your SMB Clients a Blueprint for Success

Insightful Accountant

Xero Economist Louise Southall shows how accountants and bookkeepers can help small business owners navigate late payments and slow sales growth.

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Leveraging Cloud-Based Tech to Support Your Business

Accounting Department

Cloud-based technology has altered how modern-day businesses operate. From management to finance, everything has a place when it comes to recent software technology offerings. This goes for accounting as well. With the current technology and service offerings on the market, accounting is becoming simpler and much more effective for business owners.

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How to Maximize Cloud Savings on Cyclical Workloads Using Commitment-Based Discounts

ProsperOps

The promise of elastic cloud infrastructure is the ability to quickly spin compute up and down and only pay for what you use. Workloads have different requirements and, depending on customer maturity level, take advantage of this capability to varying degrees. This ultimately leads to a wide variety of workload patterns from consistently stable to highly volatile.

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Outsourcing Vs. In-House: The Ultimate Battle For Better Collections

Speaker: Susan Richards

Your past-due accounts are growing, cash flow is tightening, and the pressure is on. The big question: Do you handle the collections internally or outsource to experts? Both strategies come with advantages and risks - but which one delivers the best impact for your business? In this session we’ll dive deep into the in-house vs. outsourcing debate, examining cost-effectiveness, efficiency, compliance risks, and overall recovery success rates.

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Cash Flow Projections: Strengthen the Financial Future of your Business

Plooto

For businesses of all sizes, managing an organization’s cash flow is an essential ingredient for success. For a business to successfully manage its cash flow , it must first understand its current cash flow standing and consequently project how cash flow will look in the future.

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Say Goodbye to QuickBooks Desktop Point-of-Sale

Insightful Accountant

After more than 20 years of QuickBooks Desktop Point-of-Sale, Intuit has announced it is discontinuing the product on Oct. 3, 2023, along with all support for it.

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CFOs’ Biggest Challenges in 2023: Inflation & Recession

MineralTree

The world of finance is constantly evolving, and this year is no exception. The new year brings fresh challenges for CFOs and finance teams, specifically around strategizing methods to minimize the pressures of recession and inflation. Keep reading to learn about these top challenges facing CFOs in 2023, as well as the steps leaders should take to prepare their organization and AP team for success.

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B2B Cloud Software – Drift

ProsperOps

CASE STUDY Cloud Software: Drift Learn how CloudZero and ProsperOps help Drift make cost-informed engineering decisions, reduce resource usage, and automate the management of their discount commitments, reducing overall cloud costs and returning millions in savings to their AWS budget. Challenge Prior to working with CloudZero and ProsperOps, Drift’s finance and engineering teams were using their own methods for tracking, understanding, and managing their AWS bill and cost optimization per

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Building a Business Case for Finance Automation

Speaker: Danny Gassaway and Wayne Richards

Finance leaders are prioritizing efficiency and digital transformation, yet many hesitate to automate due to uncertainty. Without a clear understanding of its impact, organizations risk falling behind competitors who are leveraging automation to drive productivity and cost savings. Join Wayne Richards and Danny Gassaway from AvidXchange for a practical guide on bringing accounts payable (AP) automation to your organization.

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The Mindset Shift Required to Launch a CAS Practice

Jetpack Workflow

Podcast Summary The difference between work and lives is about the quality of time we spend within them. Everyone can complete a job, task, or assignment, but few can provide relational and intimate value in their work. An accountant that cares about the work they are doing is an accountant that is in the position to enjoy their work. Quick Links B 3 Method Institute Business Balance Bliss Client Advisory Services (CAS) Amy Vetter Amy is the CEO, keynote speaker, and consultant at B 3 Method Ins

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Xero Names Diya Jolly New Chief Product Officer

Insightful Accountant

The former Chief Product Officer at Okta is replacing Anna Curzon, who is taking a sabbatical due to personal and family health reasons.

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An SAP User's Guide to Choosing the Best Invoice-to-Pay Solution

IPS

No finance and administration functions are as burdensome as the invoice-to-pay process.

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Why Pick Software-as-a-Service (SaaS) for Automating your Business Processes?

NextProcess

Even if you haven’t already started using software solutions and automation to make your business processes run more smoothly, process automation is likely on your radar. Automating things like accounts payable, purchasing, and expense reporting has been going on for years. There’s a good chance your company is already using software like QuickBooks or NetSuite to help manage finances.

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Fall In Love With the Month-End Close

It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

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Usage Based Billing Software: Stand-alone vs Stand-out Options

Sage Intacct

The demand for billing flexibility is one of the hallmarks of the SaaS industry. Between usage-based billing , feature pricing tiers, and all kinds of hybrids between the two, accounting teams at startups are quickly discovering the need for effective, sophisticated usage-based billing software.

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QuickBooks Enterprise Intercompany Transactions How-to Webinar

Insightful Accountant

You asked for this, so here it is. Esther and Murph will give you an in-depth look into the new QuickBooks Enterprise Intercompany Transaction feature like nobody has done before.

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What to Look for in an Invoice-to-Pay Solution for Hotels

IPS

Every hotel and hospitality company wants to do more with less these days.

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Tax Preparation Outsourcing Service : All Your Questions Answered

CapActix

Overview Tax preparation outsourcing service is a professional service that provides businesses with help in preparing their taxes. You can avail of such services through an outside contractor which can also include assistance with filing tax returns, managing tax liabilities, and other related tasks. The vital goal of tax preparation outsourcing services is to help you to minimize your tax burden and maximize your profits.

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Navigating Payroll Compliance: Future-Proofing Payroll in an Evolving Regulatory Landscape

Speaker: Jennifer Hill

Payroll compliance is a cornerstone of business success, yet for small and midsize businesses, it’s becoming increasingly challenging to navigate the ever-evolving landscape of federal, state, and local regulations. Mistakes can lead to costly penalties and operational disruptions, making it essential to adopt advanced solutions that ensure accuracy and efficiency.

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The Importance of Accurate Restaurant Performance Metrics

CSI Accounting & Payroll

There are many moving parts involved in operating a restaurant. That's why calculating and reviewing your performance metrics over time is a great way to: Spot negative trends Identify areas of improvement At CSI Accounting & Payroll, we've worked with restaurants for more than 50 years. Based on real-world experience of watching small businesses succeed (and even fail), we know which metrics matter to keep an eye on the most.

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QBO Monday Minute: Color Schemes in QuickBooks Desktop

Insightful Accountant

Internationally renowned ProAdvisor Esther Friedberg Karp shares an oldie, but a goodie, with her deep dive into the overall QuickBooks Desktop color scheme, as well as one for individual balance sheet account registers.

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Why Accounting Firms Should Adopt Digital Transformation

Analytix Finance & Accounting

Digital transformation is the key to succeeding in a socially distanced environment. Social distancing and hybrid workplaces are quickly becoming a reality. Therefore, digital transformation is essential for any business to thrive and not just ensure sustainability. Yet, it is not easy for traditional businesses to successfully make the transition to digital workplaces.

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The cost of the 150-hour rule: $2 billion

Blake Oliver

What is the cost of the 150-hour rule to becoming a CPA in the US? Based on my calculations, the accounting profession spends at least $2 billion per year on the fifth year of education. The cost to each candidate often exceeds $100,000. Read my post on Accounting Today to learn how I got to that number.

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Next-Level Fraud Prevention: Strategies for Today’s Threat Landscape

Speaker: Sierre Lindgren

Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.

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Usage Based Billing Software: Stand-alone vs Stand-out Options

Sage Intacct

The demand for billing flexibility is one of the hallmarks of the SaaS industry. Between usage-based billing , feature pricing tiers, and all kinds of hybrids between the two, accounting teams at startups are quickly discovering the need for effective, sophisticated usage-based billing software.

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The Easy Way to Invoice Processing

Insightful Accountant

How DocuWare is making wishes come true with modern invoice processing.

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Organizing Your Accounting Documents Digitally: A Step-by-Step Guide

LedgerDocs

Having a well organized document management system is essential for running a business. But managing years worth of financial documents can be tedious and time consuming, but with digital document management, it’s much easier to keep track of your important records. Not only is it less labor-intensive, but it also requires no physical storage.

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Full Cycle Accounts Payable Process

Tipalti

The full cycle accounts payable starts when you request an order from a supplier and ends when you have made payment to them. Learn about every step in our detailed guide.

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Cash Flow Secrets Every Upskilled CPA Should Know

Speaker: Debra L. Robinson

CPAs know the drill: taxes, compliance, rinse, repeat. But what about the sneaky cash flow that’s quietly messing with your organization’s success? It’s time to step into the spotlight and expose the “dirty little secrets” of cash flow to fuel strategic growth. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist.