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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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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Six practice apps to make FY24 your best yet

Xero

Over recent years, the world of accounting and bookkeeping has evolved with the times. From advancing business models to offering expanded services to be able to meet new client demands; change has been a constant for the industry. The biggest shift, however? Alongside small businesses, many practices have digitalised rapidly to keep pace with today’s environment.

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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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Let’s join together to put an end to late payments

Xero

Late payments have long been one of the biggest frustrations for small businesses. They cost jobs. They force healthy businesses to close. They stop businesses from meeting their own commitments, like paying their people. They cause any number of sleepless nights and serious mental health consequences as people running small businesses are forced to juggle to make ends meet.

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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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Break the Vicious Cycle of Cloud Costs with FinOps Automation

ProsperOps

Background: In A CFO’s Guide to Evaluating Cloud Spend , CloudZero introduced the “vicious cycle of cloud costs,” often initiated after the CFO receives their biggest AWS bill. Their blog, which we recommend reading, highlights the need for context around cloud spend—instead of simply seeing the numbers on your AWS bill, executives to understand how cloud costs relate to products, users, teams and business initiatives.

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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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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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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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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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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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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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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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Xero talks: highlights from an afternoon focused on the future of accounting

Xero

The first-ever Xero Talks event took place on 15 April, and judging by the energetic conversations happening on and off stage, it was a huge hit with attendees. Key speakers on tech, talent, and industry change gave us their insights in following sessions: Three things in life are certain: Death, taxes, and AI Navigating the talent challenge Future leaders panel Why is having a great employment brand so important?

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Is a Four-Day Workweek Right for Your Business?

Enterprise Recovery

The results are in. After a 6-month trial of over 60 companies in the United Kingdom, nearly every company in the pilot study has chosen to continue a four-day workweek. Company revenue stayed roughly the same during the trial but showed a 35% increase compared to similar periods in previous years. Most importantly, employee turnover was reduced by 57% with reports of improved well-being, better work-life balance, and reduced stress.

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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.