Sat.Mar 25, 2023 - Fri.Mar 31, 2023

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What is AI and why is it relevant for my small business?

Xero

It’s safe to say that artificial intelligence (AI) is now part of common language and everyday life. But while we’ve all heard of the term, not everyone really knows what it is or how to use it (or rather, whether it can be useful for them). Believe it or not, the term ‘artificial intelligence’ has been with us since as far back as 1955, when a number of academics and professionals in the field of technology first proposed a study of the term.

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Takeaways from the 4th Annual Intuit Trans+ Summit

Intuit

Over the past few years, diversity has been front and center for many corporations. However, that’s not enough–diversity can’t stand on its own. At Intuit, we continue to strive for a diverse, equitable, and inclusive workforce that empowers employees–both in and outside of Intuit, who identify as transgender or nonbinary. Held on March 14, 2023, the 4th annual Intuit Trans+ Summit shined a light on intersectional transgender and nonbinary experiences for the tech community at large.

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A Financial Controller May Be Just What You Need, And More

Accounting Department

Considering the need for a financial controller for your business? To help you solidify the decision, learn more about the duties of a financial controller and the benefits of partnering with an outsourced client accounting services (CAS) provider to make it even easier!

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Microsoft Windows Autopilot for Dynamics Users

Fidesic blog

Have you checked out Microsoft Autopilot? If you care about desktop and device management for an organization using Microsoft Dynamics ERP, this is one tool you should know about if you aren’t familiar with it already. In this blog post, we'll tell you a bit about Microsoft Windows Autopilot–what it is and why it makes sense for Dynamics ERP users.

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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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What needs to happen for the metaverse to reach its potential for small business?

Xero

The amount of global coverage for the metaverse has ramped up in recent times, creating the impression that it will soon become a common way to sell, play and work online. But for many people, there is confusion around what the metaverse actually is and how it could be used in a practical way. The metaverse is a form of internet that operates as a blended and immersive virtual world, powered by a mix of virtual reality (VR) and augmented reality (AR).

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Helping taxpayers make the most of the 2023 tax season

Intuit

Taxes can be confusing. How does anyone have the time to figure out the deductions and credits they qualify for? That’s how we help. Intuit has helped tens of millions of families and small businesses take charge of their finances by helping them understand, prepare, and file their tax returns confidently—millions of them for free. In fact, over 93 million consumers, and 10 million small businesses manage their finances with Intuit.

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The Most Shocking Accounts Payable Stats

Ascend Software blog

Accounts Payable (AP) is a crucial function of any organization. It is responsible for managing the payment of bills and invoices to suppliers and vendors. However, many organizations struggle with their AP processes, leading to inefficiencies and financial losses.

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Case Study: Chargify

ProsperOps

Customer B2B SaaS payments platform with growing Amazon Elastic Compute Cloud (EC2) spend Overview With ProsperOps, Chargify has automated and matured their cloud cost optimization strategy, eliminating wasted spend and continuing to see gains in their Effective Savings Rate, making a 40% improvement in the twelve months leading up to April, 2022. Challenge Chargify formerly held engineering responsible for their AWS savings commitments.

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The transformative power of foundational technology

Intuit

Every era comes with a vision of new technology. Today, hawkers on the street selling goods make the most of QR code. They are using QR code because of its significant impact on business—and not so much because they understand the workings of the technology. Scanning the QR code takes care of the entire transaction with customers. When technology feels like magic, adoption rates tick up rapidly.

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Fortifying Your Data Privacy and Security in Tax Season

Insightful Accountant

GBG Americas' Christina Luttrell breaks down three essential strategies for today's accountants, CPAs and tax preparers.

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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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Accounts Payable Process Improvements, and the Metrics to Help Measure Success

Ascend Software blog

Improving Vendor Relationships Improving vendor relationships can have a significant impact on accounts payable efficiencies. Here are some ways in which it can be achieved: accounts payable process improvements.

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Channel Partners Conference & Expo

ProsperOps

Channel Partners Conference & Expo May 1-4, 2023 The Venetian Resort & Expo Booth 1453 Get to know ProsperOps at the Channel Partners Conference & Expo in Las Vegas, NV Join ProsperOps on the expo floor of the Channel Partners Conference & Expo taking place May 1-4 at the Venetian Resort & Expo. ProsperOps is an autonomous cloud cost optimization tool.

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The Transformative Power of Foundational Technology

Intuit

Every era comes with a vision of new technology. Today, hawkers on the street selling goods make the most of QR code. They are using QR code because of its significant impact on business—and not so much because they understand the workings of the technology. Scanning the QR code takes care of the entire transaction with customers. When technology feels like magic, adoption rates tick up rapidly.

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When It's Time to Migrate Desktop to Online Payroll

Insightful Accountant

QuickBooks Desktop users can take advantage of the benefits of QuickBooks Online without having to start over using a QBO Payroll (payroll only) Subscription.

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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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13 Employee Theft Statistics You Should Know in 2023

Fit Small Business

No matter how much time and money you spend strengthening your company culture and investing in your people, your business may still be affected by employee theft—of money, of confidential data, of time. Understanding this issue is key to combating or even preventing it. Read through the employee theft statistics and trends below and learn. The post 13 Employee Theft Statistics You Should Know in 2023 appeared first on Fit Small Business.

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6 Benefits of Automating Your Accounts Payable Process

Compleatable

Automating the accounts payable process can bring numerous benefits to organizations of all sizes, including increased efficiency, improved accuracy, and reduced costs. In this blog post, we will discuss these benefits in more detail and explain how automating accounts payable can help your business save time and money. Increased Efficiency By automating the accounts payable process, companies can significantly reduce the amount of time and effort required to process invoices.

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5 ways Intuit is building a great virtual sales culture

Intuit

How do you build a supportive, energetic and inspiring culture when the sales team adjusts to a virtual-first strategy? You think differently about how to keep that sales culture and sales spirit alive, how to make each employee feel recognized, rewarded and motivated to make amazing things happen. With over 700 people, Intuit’s U.S. Sales Team supports our customers with a suite of products that include QuickBooks, TurboTax, Mailchimp, and ProConnect for customers ranging from self-employed, sm

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Uncovering Hidden Costs in Small CPA Firms

Insightful Accountant

EmpowerCPA's Julie Smith provides some insights on how to boost profits and avoid financial drain.

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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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CPA Worries Clients’ Data Disclosure In Offshoring Tax Services: Should They Worry?

CapActix

When a tax return preparation may reveal or utilize a taxpayer’s tax return data without first getting the taxpayer’s authorization, IRC section 7216 and its accompanying regulations apply. Because violating section 7216 and its regulations is a federal criminal, CPAs should become familiar with these laws. When offshoring services, CPA tax preparation firms are often concerned with sharing client data overseas.

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Retirement Planning Tips for Businesses to Share with Employees

Analytix Finance & Accounting

Managing finances is crucial, especially when planning for retirement. For business owners, it is critical to ensure they always adhere to legal requirements, especially if they have in-house staff. Employing staff requires businesses to adhere to financial regulations such as salaries and benefits. Businesses also typically need to ensure they are legally compliant with payroll regulations, including benefits such as retirement plans.

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Ahead of the U.S. Federal Trade Commission Administrative Hearing  

Intuit

On March 27, Intuit will counter the U.S. Federal Trade Commission’s (FTC) claims related to its advertising practices around free tax preparation before an FTC administrative law judge. Intuit will show that it has been clear, fair, and transparent with its customers in marketing its free tax preparation offering, TurboTax Free Edition. While we believe this hearing, which is similar to a trial, is unnecessary because the core of the FTC’s case was resolved in last year’s multi-state settlement

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Identifying Top Concerns Among Finance Leaders

Insightful Accountant

A national survey by Trullion highlights major accounting pain points, including handling the talent gap, making time for strategy and life after a recession.

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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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What is digital transformation?

Nanonets

Digital transformation is not just a buzzword. It is a strategic process that enables businesses to embrace the latest technologies and evolve to remain competitive in today's fast-paced digital world. It is all about transforming business models and operations using advanced digital technologies to deliver value to customers, improve employee productivity, streamline operations and increase revenue.

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FinOps X 2023: Connecting the Cloud Community

finout

Join the FinOps community at the FinOps X Conference in San Diego on June 27-30th. Learn from industry experts and optimize your cloud spending.

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Invoice Factoring Examples: 3 Ways It Can Work

FundThrough

As small business owners and entrepreneurs ourselves, we know how important it is to thoroughly explore a way of funding your business before you try it. Which is probably how you landed on this page, looking for an invoice factoring example. Fear not! Invoice factoring is what we do… but not only that, we help […] The post Invoice Factoring Examples: 3 Ways It Can Work appeared first on FundThrough.

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Intuit QuickBooks Survey: Technology Continues to Drive Firms' Growth

Insightful Accountant

The 'Intuit QuickBooks Accountant Technology Survey' takes a deep dive into how accountants are embracing the power of technology and artificial intelligence.

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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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Proven Strategies for Optimizing Your Cash Management

Plooto

Optimizing cash management contributes to positive cash flow, effective working capital , and robust financial health. By optimizing their cash flow , businesses can accurately forecast their cash inflows and outflows, maintain sufficient cash for purchases, plan intelligently for capital expenditures, and take advantage of business and investing opportunities.

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SC Comptroller Steps Down After $3.5 Billion Error

Cloud Accounting Podcast

This Week's Guest: Terrell Turner, CPA; 85% of MNCPA members working in public accounting support an alternative to 150 hours; The Silicon Valley Bank Balance Sheet Time Bomb "Sitting In Plain Sight"; Senator Warren complains to PCAOB about sham crypto "audits"; JPMorgan Chase’s nickel bags turn out to be full of stones; PwC introduces AI chatbot for 4,000 lawyers to speed up work; Xero kills WorkflowMax Sponsors SuiteFiles - [link] Zoho - [link] Keeper - [link] Chapters (00:00) - Cloud Accounti

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Choosing the Right Accounting Tools for your Franchise

MineralTree

Accounting for franchises is a complex web of responsibilities. Teams have to manage multiple entities, all the while maintaining consistency and streamlining processes across each location. Accounts payable (AP) automation has become a popular tool for franchises to overcome these obstacles. In this article, we will discuss the challenges associated with franchise accounting and how AP automation helps solve them.

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Intuit Announces Newest Developer Growth Program App Developers

Insightful Accountant

Intuit has recently announced Buildertrend, Katana and Uncat to the Developer Growth Program pilot program.

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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.