Xero
MARCH 22, 2023
Over a decade ago, Xero acquired the WorkflowMax (WFM) product to build out Xero’s practice tool offering globally, and ultimately help us to create a more seamless experience for accountants and bookkeepers to run their practice in the cloud. We followed with the launch of Xero Practice Manager (XPM), bringing to fruition the early vision we had for the WorkflowMax product.
Fidesic blog
MARCH 21, 2023
Digitizing accounting functions can improve efficiency, reduce costs, and increase accuracy for service-based companies. It can also provide valuable insights and analytics that can aid decision-making and help firms stay competitive in a rapidly evolving marketplace. In this post we will discuss the importance of digitizing B2B payments as it relates to digital transformation (DX) initiatives.
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Intuit
MARCH 22, 2023
Growing up, Eriona Bajrakurtaj had a unique dream compared to other kids her age. “I wanted to be this businesswoman where I walk into a boardroom and everyone respects me because I have knowledge and things like that,” Eriona says. “I had a very different outlook from my friends.” In fact, very little about Eriona’s childhood was typical. At 13, she started bookkeeping for her father’s fledgling accounting business.
Accounting Department
MARCH 23, 2023
As we move towards a more technology-driven world, it's important for business owners to adopt a "work smarter, not harder" mentality. One way to achieve this is through workflow automation with ERP software like NetSuite.
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
MARCH 19, 2023
The past few months have been a whirlwind for many New Zealanders. From devastating weather events to rising costs of living pressures, it’s been a hugely challenging start to 2023. But the promise of a new financial year brings the chance for small business owners to reset their work routines – creating new habits, goals and even wellbeing practices to make life a little easier.
ProsperOps
MARCH 22, 2023
ProsperOps at AWS Fest May 3, 2023 Virtual Event 12:00 p.m. CT On May 3rd, w e're teaming up with N2WS for a presentation at the Compute Edition of AWS Fest! AWS Fest is a virtual global summit for cloud customers managing their workloads on AWS. The summit offers the most innovative and comprehensive real-life problem-solving topics affecting cloud.
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Accounting Department
MARCH 22, 2023
Outsourced bookkeeping services are here to help CFOs of small to medium-sized businesses optimize their time and offer them a number of benefits!
FinOps in Practice
MARCH 20, 2023
Do you know any data scientists or machine learning (ML) engineers who wouldn’t want to increase the pace of model development and production? Are you aware of teams who are collaborating with pure ease when enlisting continuous integration and deployment practices on ML/AI models? We don’t think so. MLOps, which stands for Machine Learning Operations, is being used to help streamline the workflow of taking machine learning models to production, as well as maintaining and monitoring them.
Insightful Accountant
MARCH 20, 2023
Murph takes you through the basic steps to use QuickBooks Online-Advanced Spreadsheet Sync. Preliminary results of our Top 100 Applicants specializing in QBO-Adv show not many of their clients are using this feature.
Intuit
MARCH 22, 2023
Money has always played an important role in Kim Liao’s life. As a little girl growing up in China, she embraced the side-hustle. She loved getting pocket change from her parents for doing chores or practicing piano and would even charge her uncles $3 to wash their hair. “I just wanted to be rich,” she remembers. Kim had a good role model for success and hard work in her mother—a college professor.
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.
Fidesic blog
MARCH 23, 2023
How has the Microsoft Dynamics ISV landscape changed in the D365 ERA?
FinOps in Practice
MARCH 21, 2023
MLOps stands for Machine Learning Operations and refers to the practice of implementing the development, deployment, monitoring, and management of ML (machine learning) models in production environments. The main aim of MLOps is to close the gap between data science and IT operations by applying certain principles and practices – from DevOps to ML workflows.
CapActix
MARCH 23, 2023
Introduction Accounting practices have changed over time with new technologies, evolving customer demands, and business needs. It is now much more than just bookkeeping and ledgers. Accounting firms are embracing these new trends to be in league with the new changes and better serve client demands. The Pandemic effects are still relevant, and adapting to the latest accounting trends is the one way to stay sustainable for more extended periods in the market.
Intuit
MARCH 21, 2023
While sparring with his aspiring-boxer nephew, Cedric Utley took some punches and closed his eyes on impact. He learned an important life lesson when his nephew chided, “You got to get hit with your eyes open.” The words stuck with Cedric. “That’s kind of what life is,” he says. “You’re going to get hit, but you still have to see the opportunities in front of you.
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.
Plooto
MARCH 20, 2023
All business owners face the epic challenge of growing their business while having enough cash to fund product development, expand sales and marketing, or hire additional staff. The key to success lies in having positive working capital , which provides excess cash to invest in growth. To quote an industry maxim: “Revenue is Vanity, Profit is Sanity and Cash is King” — Alan Miltz.
CSI Accounting & Payroll
MARCH 18, 2023
As an automotive repair business owner, setting and hitting appropriate Gross Profit Margins (GPMs) can significantly impact your company's financial health and long-term success. The GPM is a crucial metric that reflects the percentage of revenue that remains after the cost of goods sold (COGS) is subtracted. How do you get started with monitoring your GPM?
Insightful Accountant
MARCH 22, 2023
Internationally renowned ProAdvisor Esther Friedberg Karp shares her insights on another barter scenario businesses encounter where your customers are not always your vendors, and vice versa.
SMB Accounting and Consulting
MARCH 24, 2023
When a new vendor or subcontractor provides a service to your business for the first time, it is important to request a W-9 from them as soon as possible. By doing so, you will be able to confirm the vendors mailing information and EIN (Employer Identification Number) which is needed for 1099-NEC tax filings. Tax form 1099-NEC is the IRS form used by businesses to report payments made to independent contractors, subcontractors, freelancers, sole proprietors and self-employed individuals for serv
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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.
Reconciled Solutions
MARCH 20, 2023
March is Women’s History Month, which means it’s a great time to recognize the achievements of women, particularly in the business world. Women entrepreneurs and. The post Women’s History Month: Celebrating our wins and facing the challenges ahead appeared first on Reconciled Solutions.
Gaviti
MARCH 21, 2023
Proper accounts receivable management is vital if you want to operate a healthy business. It doesn’t matter how much in sales you generate if you never collect on your invoices, or if you keep losing vital invoices you are meant to collect on. While it may not be the most exciting part of your business, good accounts receivable (A/R) practices will make your other business operations much smoother.
Insightful Accountant
MARCH 23, 2023
In recognition of the upcoming 'National Mom and Pop Business Owners Day,' Epson gleaned entrepreneurial insights on efficient processes, reliable technology and customer service.
Accounting Tools
MARCH 24, 2023
Related Courses Fixed Asset Accounting How to Audit Fixed Assets The land asset is not depreciated , because it is considered to have an infinite useful life. This makes land unique among all asset types; it is the only one for which depreciation is prohibited. Nearly all fixed assets have a useful life, after which they no longer contribute to the operations of a company or they stop generating revenue.
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
Cloud Accounting Podcast
MARCH 22, 2023
Matt Foreman explains what tax lawyers do; KPMG in the spotlight for signing off on SVB's books; digital bank apps benefit from SVB collapse; CLA launches paid high school accounting internships; Zoho's 10 most-installed CRM extensions of 2022; accounting talent shortage may cause city credit ratings to drop Sponsors Softledger - [link] LiveFlow - [link] Keeper - [link] Need CPE?
Enterprise Recovery
MARCH 24, 2023
As accounts receivables (AR) begin to fall delinquent, your business expenses could fall delinquent as well. With every late-paying client, cash flow for payroll, rent, or other vendors falls short, threatening your company's bottom line and growth. The effectiveness of your accounts receivable department may be one of the most important measurements to determine the success of your business.
Insightful Accountant
MARCH 21, 2023
Thanks to the new partnership, Relay will become the official online banking platform for the network of certified coaches and trainers.
Accounting Tools
MARCH 24, 2023
Related Courses Bookkeeping Guidebook Closing the Books The Year-End Close Types of Trial Balance Errors The trial balance is a summary-level of listing of the debit or credit total in each account. You normally use the initial, or unadjusted, trial balance for two reasons: To ensure that the total of all debits equals the total of all credits, thereby ensuring that all of the underlying transactions are in balance.
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.
MineralTree
MARCH 23, 2023
You’re researching flights for that much-needed vacation and are presented with two options: a direct flight or a connecting flight. Which do you buy? Given a choice, most people opt for the direct flight because it’s faster and easier. Connections add unnecessary time, stress, and risk to a trip – even when everything goes according to plan. Layovers that go awry also create a domino effect, enabling one delay or missed connection to disrupt your entire itinerary.
Outsourced Bookeeping
MARCH 23, 2023
CPA firms are essential providers of professional accounting services to governments, businesses, and individuals. They provide services such as financial reporting, taxation, auditing, and advisory services. Despite their significance, CPA firms face challenges in their day-to-day operations. Top 5 Challenges Today’s CPA Firms Face and Ways To Overcome Them These challenges stem from changes in technology, client expectations, and the business environment.
Insightful Accountant
MARCH 23, 2023
QuickBooks is rolling out new instant deposit features for its Payments and Checking customers, making it easier for small businesses to access their cash.
Accounting Tools
MARCH 24, 2023
Related Courses Corporate Cash Management Corporate Finance Treasurer's Guidebook What is an Original Issue Discount? An original issue discount is the difference between the face value of a bond and the price at which it was originally sold to an investor by the issuer. When the bond is eventually redeemed on its maturity date , this discount is paid to the investor, which represents a profit for the investor.
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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.
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