Crowdfunding complexities may produce tax surprises
Accounting Today
JUNE 2, 2022
Xero
MAY 31, 2022
We’ve made a number of enhancements to the Xero platform in the last month, including updates to quotes, reporting, Xero Analytics Plus, WorkflowMax and more. New features. Send files as email attachments with quotes — Global. In the weeks ahead, we’re rolling out a new feature that will allow you to send files as email attachments with your quotes.
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Sage Intacct
MAY 31, 2022
The most significant step for many SaaS companies is going public, and many financial leaders are wondering if they should, how they can, and why it's essential. Getting to an initial public offering (or IPO) will hold a company more accountable than ever, and the process requires a tremendous amount of financial discipline, disclosure, planning, and strategic direction.
CloudZero
JUNE 1, 2022
Here’s the thing. You frequently access some files, but not others. So, if you can determine the most appropriate storage tier for any given data/object automatically, you can transform it accordingly.
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Xero
MAY 30, 2022
Cloud-based apps and tools, like those in the Xero App Store or wider Xero Ecosystem, have given small businesses the ability to use a combination of apps to build their own bespoke business engine. And according to the numbers, the more apps the merrier. Our research has shown that organisations who use five or more apps have seen sales growth of 4.3% , while those who don’t use any at all have experienced a 3.4% decline (year to December 2020).
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
CloudZero
JUNE 3, 2022
Companies of all sizes can take advantage of AWS Reserved Instances (RIs) to save money on the price of standard Amazon EC2 On-Demand instances. To receive the discounted rate associated with AWS Reserved Instances, you must commit to a year or three years of usage.
Xero
JUNE 2, 2022
What a hectic few years we’ve all gone through, and the accounting and bookkeeping community has undoubtedly faced some of its toughest challenges yet. What’s more, they’ve done it largely in physical isolation, working behind a screen and over the phone to keep small businesses – and sometimes, each other – afloat. So if there’s one thing we can all agree on, it’s that nothing beats #human connection.
AvidXchange
MAY 31, 2022
While many of us are ready to move on from the COVID-19 pandemic, we can’t deny how much the way we work and live has changed over the past two years – especially for finance professionals. Using that lens, I’ve been having conversations with chief financial officers (CFOs) and other financial leaders from across the United States about how they’ve adapted their management styles and relationships with innovation and technology since the onset of the global pandemic.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
CloudZero
MAY 31, 2022
When each quarter’s financial report lands on the desks of a company’s C-Suite executives, those execs are essentially looking at a black box of spending and revenue.
Xero
MAY 30, 2022
Xero Small Business Insights (XSBI) data for April 2022 shows signs of emerging risks to small businesses in the UK, Australia and New Zealand. The rising cost of living pressures, inflation, ongoing supply chain issues and tight labour markets are some of the key factors contributing to small business performance. The Xero Small Business Index is a unique indicator that uses timely data to show how small businesses are performing overall each month.
RevCycle
MAY 31, 2022
The COVID 19 pandemic has exacerbated the effects of what was already a demanding industry to work, making staffing even more difficult. For example, 60 – 75% of clinicians report symptoms of exhaustion, depression, sleep disorders, and PTSD; while nurses are equally stressed, said Dr. Victor Dzau (President of the National Academy of Medicine). These are jarring figures on a human level.
Speaker: Dave Sackett
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
AvidXchange
MAY 28, 2022
Electronic billing, e-billing or eBilling, is a process businesses can use to get paid quickly and more securely without dealing with the hassles of paper bills and check payments. Electronic bills allow both bill delivery and payment to take place completely online, which improves efficiency while cutting costs. If this sounds like something your business could benefit from, learn more about how invoice management software works and why it may be a good fit for any business with recurring bills
Xero
JUNE 1, 2022
Xero continues to grow in the US and Canada, and it’s important that we continue to seek feedback from our partners and advisors on how best to meet their needs. We recently hosted our US Xero Partner Advisory Council (XPAC) meeting in Denver to hear from our valued accounting and bookkeeping partners about what matters most to them. Our XPAC members provide crucial insights and advice, and help inform us on the issues and challenges they’re seeing in the accounting industry.
Cloud Accounting Podcast
JUNE 3, 2022
Sponsors Canopy: [link] Synder: [link] A2X: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 3:23 – Adam Neumann's blockchain-based redemption story now sponsored by a16z [link] 6:46 – Kicking off the AICPA ESG Symposium [link] 13:51 – Bolt lays off employees in company restructuring [link] FinTech Startup Bolt Financial Plans Layoffs [link] 16:03 – IRS raids alliantgroup offices [link] The IRS I
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Oversight
JUNE 2, 2022
F CPA regulation is an evolving landscape, fortunately, case studies provide us with a window into the inner workings and past precedents of mergers and acquisitions. Each case study we dive into was based on an important ruling or outcome in different scenarios.
Xero
MAY 31, 2022
We’re hitting the road again with Xero Roadshow 2022, but this year it’s a tiny bit different. We’re taking the Xero tiny home on the road to connect with you in your local communities, so it’s the New Zealand Roadshow – the Tiny Edition 2022. The Xero team will be visiting 28 locations across the country from late June to early December 2022.
NACM
JUNE 1, 2022
After more than two months of COVID-related lockdowns, Shanghai started lifting restrictions today. However, it will likely take some time for China's economy to recover, especially while the country's zero-COVID policy remains in place."There is still quite some uncertainty and a scare that if there is a positive case in the office building or in.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Speaker: Anna Tiomina, MBA
AI is reshaping industries, yet finance remains one of the slowest adopters. Concerns over compliance, legacy systems, and data silos have made finance teams hesitant to embrace AI-driven transformation. But delaying adoption isn’t just about efficiency—it’s about staying competitive in a rapidly evolving landscape. How can finance leaders overcome these challenges and start leveraging AI effectively?
Speaker: Melissa Hurrington
Finance isn’t just about the numbers. It’s about the people behind them. In a world of constant disruption, resilient finance teams aren’t just operationally efficient. They are adaptable, engaged, and deeply connected to a strong organizational culture. Success lies at the intersection of people, culture, adaptability, and resilience. Finance leaders who master this balance will build teams that thrive through uncertainty and drive long-term business impact.
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