Future Firm
JUNE 19, 2023
Busy season accounting can in many ways seem unavoidable, but it can be manageable with the right approach. In this post, I’ll lay out 10 simple tips your firm can implement to keep yourself sane and to avoid you from working long hours during the busiest time of the year. Table of Contents Why Does Busy Season Accounting Happen? 10 Tips to Master the Busy Season 1.
Xero
JUNE 21, 2023
You win, or you learn – that’s one of Tennick Accountants’ internal mottos, and one that encouraged the firm to put themselves in the running and enter the 2023 Xero Awards UK & Ireland. For Graeme Tennick and his team that belief paid off, with the firm taking home the Small Firm of the Year award, the most hotly contested category of the programme.
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Intuit
JUNE 23, 2023
By day, I work as a Senior Software Engineer on the Intuit TurboTax team. I spend the rest of my time as one of the co-founders of Code With Her , a San Diego-based 501(c)(3) non-profit. Code With Her’s mission is to close the gender, diversity, and socio-economic gaps in tech. It’s an issue that’s close to my heart. As an Indigenous Chamoru woman from the island of Guam, being in the tech industry transformed my life beyond my parents’ wildest dreams.
Accounting Department
JUNE 22, 2023
Every savvy business leader knows the value of having a well-run bookkeeping or accounting department. But, not everyone is aware of how important it is today to have a financial planning and analysis (FP&A) team to help back their business with effective and accurate financials. While both accounting professionals and FP&A team members guide executive decision-makers and improve an organization's financial health, each one serves a different, critical function within the company.
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
Fidesic blog
JUNE 19, 2023
At Fidesic we are happy to share our unwavering commitment to helping Microsoft Dynamics GP users excel and stay contemporary with tools for the future.
Xero
JUNE 19, 2023
Millions of people around the world, myself included, are beyond excited in anticipation of the FIFA Women’s World Cup 2023 in July and August and Xero is incredibly proud to be a FIFA Women’s Football Partner. While we’ll all be caught up in the excitement of the tournament, it’s important to keep in mind the legacy – the enduring benefit – we can create from this moment in time.
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Compleatable
JUNE 22, 2023
“As a teacher in a small rural primary school, I have responsibility for my class budget and the three subjects I lead. Much of my non-contact time is spent on stock-taking, researching purchases, ordering resources and managing invoices and receipts, rather than thorough book-marking, producing detailed plans for differentiated lessons or creating engaging resources for my pupils.” Does this sound familiar?
Insightful Accountant
JUNE 21, 2023
CliftonLarsonAllen LLP has kicked off its high school summer internship program in 15 select cities across the country with 60 students chosen from more than 400 applicants.
Xero
JUNE 18, 2023
We’ve made some great progress towards creating a single source of truth for your client data. It’s all part of our work to connect our practice tools, so that in the future, as you manage your clients’ tax obligations in Xero, the data flows seamlessly into our practice management tools. This will help you work more efficiently, collaborate with your clients more effectively, and manage everything for your practice within Xero.
Intuit
JUNE 23, 2023
Table of Contents What Is an Accountant, and What Do They Do? Careers in Accounting Work Environment Job Outlook Accounting Certification Interested in Tax or Bookkeeping? Remote Entry-Level Accounting Jobs in Tax and Bookkeeping Accounting Career Paths at Intuit Writing Your Accounting Resume Join the Talent Community at Intuit Accounting professionals are highly regarded experts with a knack for money and working with numbers.
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.
SLC Bookkeeping
JUNE 22, 2023
Law firms face new challenges every day as technology advances and security becomes more and more important. With the new remote work environment, it is essential that workflow processes keep up with the changes. This equates to eliminating manual work, maximizing performance, and helps to strengthen case victories.
Insightful Accountant
JUNE 18, 2023
In this ADP Workforce News Minute, ADP's Kristen Appleman explains why retaining and developing top talent are more important than ever. Check out the video here.
Xero
JUNE 19, 2023
There’s now a little over a month to go before old reports in Xero are retired. Our new reports are packed with powerful customisations that will help you get quick access to answers and streamline your financial analysis. As you finish up your work in old reports and prepare for the big day, it’s a good idea to understand where you can find information on new reports and get support from our team if you need a hand.
Intuit
JUNE 23, 2023
Table of Contents What is a bookkeeping certificate or badge? Do you need a certificate or badge to be a bookkeeper? How to get a bookkeeping certificate? Intuit Academy Bookkeeping course What jobs can I get with a bookkeeping certificate or Intuit Academy Badge? Verdict – Is a bookkeeping certificate worth it? Unlock Your Career Potential: Bookkeeping Course for Job Seekers Bookkeepers play a huge role in keeping small and large businesses up-to-date with their finances.
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.
CapActix
JUNE 21, 2023
Financial and Accounting Services are one of the core elements of a business organization. Thus, it is the responsibility of accounting firms and staff to perform their duty with utmost care and dedication. After understanding the weight of accounting work, some of the CPA firms in the US are adopting alternative hiring models to develop flawless accounts like offshore staffing for accounting firms.
Insightful Accountant
JUNE 21, 2023
Oracle NetSuite once again will host SuiteWorld this year in Las Vegas, Oct. 16-19. A virtual 'On Air' version of the event also will be available to participants.
Xero
JUNE 18, 2023
We’ve made some great progress towards creating a single source of truth for your client data across Xero Practice Manager (XPM), Xero HQ and Xero Tax. This is an important part of our work to connect our practice tools, so you can work more efficiently, collaborate with your clients more effectively and get the most out of the entire Xero platform.
Intuit
JUNE 23, 2023
Table of Contents Who Can Be a Professional Tax Preparer? What Do I Need to Start a Tax Preparation Business? Steps to Starting a Tax Preparation Business Other Career Opportunities for Work From Home Tax Jobs Benefits of Becoming a Tax Expert With Intuit Apply for Tax Associate or Tax Expert Jobs How to Start a Tax Preparation Business From Home Tax preparation can be a rewarding career, especially if you work on your own terms.
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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
JUNE 20, 2023
QuickBooks Online is more flexible than you may think. Here are a few QuickBooks settings that will enhance the way you use the site. The post Improve Your QuickBooks Online Experience: Explore Its Settings appeared first on Reconciled Solutions.
Insightful Accountant
JUNE 22, 2023
A new Intuit QuickBooks survey highlights top investment areas that can help businesses combat economic volatility and catapult growth. Seventy-three percent are prioritizing tech over next twelve months.
Nanonets
JUNE 19, 2023
The Portable Document Format (PDF) is the go to file format for sharing & exchanging business data. You can view, save and print PDF files with ease. But editing, scraping / parsing or extracting data from PDF files can be a big pain. For example, have you ever tried to extract text from PDFs , extract tables from PDFs or make a flat PDF searchable ?
Gaviti
JUNE 19, 2023
Effective communication is the most critical aspect of any A/R collections strategy. It begins before delinquency and even before sending a single invoice. That is why standardizing communications is indispensable, and templates provide the tool for companies to do so. But how do you create outstanding invoices and follow-up notices that convert bills into cash?
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
CSI Accounting & Payroll
JUNE 21, 2023
Running a business is a lot of work, and you deserve a paycheck! Whether you're just getting started or need to do a periodic check-in on your pay, owner's compensation is important. However, because of this, a lot of small business owners don't know how to get it right. At CSI Accounting & Payroll, we've worked with small businesses for over 50 years.
Insightful Accountant
JUNE 19, 2023
ADP and Insightful Accountant recently completed a survey of accounting professionals to better understand behavior and future thoughts regarding their business and payroll.
Reconciled Solutions
JUNE 20, 2023
At Reconciled Solutions, one of the niche industries that we love to work with is the Creative Services Industry. I recently had the opportunity to. The post What the creative services industry needs from their bookkeepers appeared first on Reconciled Solutions.
Enterprise Recovery
JUNE 22, 2023
When it comes to dealing with B2B clients, it's important to approach any potentially negative situation with a proactive mindset. When you understand why clients may ask for more than your agreement, you can better anticipate and prepare for potential roadblocks. Whether it's negotiating with clients to find a mutually beneficial solution or knowing when it's time to end the relationship, there are strategies you can use to ensure a successful project outcome.
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.
CSI Accounting & Payroll
JUNE 23, 2023
Many small business owners may admit that finances aren't their strong suit. Entrepreneurs like you tend to be “big picture” people that tackle big problems and develop big visions. “Big picture” people, however, typically don’t like to stare at financial spreadsheets, spending hours entering expenses by hand. Unfortunately, this is necessary to keep a small business going.
Insightful Accountant
JUNE 21, 2023
In her new role, Deborah Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design and implementation support to Top 200 CPA firms in the US.
Accounting Tools
JUNE 21, 2023
Related Courses Budgeting Capital Budgeting Financial Forecasting and Modeling A business creates a budget when it wants to match its actual future performance to an ideal scenario that incorporates its best estimates of sales , expenses , asset replacements, cash flows , and other factors. There are a number of alternative budgeting models available.
Outsourced Bookeeping
JUNE 22, 2023
Effective tax planning and compliance rely heavily on maintaining accurate records. In this piece, we delve into the significance of proper record-keeping for tax-related reasons and discuss the optimal techniques to achieve it. We explore the significance of keeping organized financial records , offer advice on effective tax planning, and highlight the advantages of utilizing professional bookkeeping and accounting services.
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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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