Sat.Jul 09, 2022 - Fri.Jul 15, 2022

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How should small businesses balance artificial intelligence, automation and data privacy?

Xero

We recently held our fourth Xero Responsible Data Use Advisory Council meeting via Zoom with seven council members across four time zones to discuss the most important emerging trends around responsible data use for small businesses. How time has flown – we’ve nearly completed our first year of a council. The council includes myself, Samuel Burmeister of Tall Books (advisor), Laura Jackson of Popcorn Shed (business owner), Maribel Lopez of Lopez Research (analyst), Wyndi and Eli Tagi of WE Accou

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A more intelligent digital transformation for AP

Accounting Today

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5 Tips for Building the Ideal FinTech Stack

Sage Intacct

The SaaS finance tech stack is one of the most powerful tools for a company's accounting department. Simply put, a fintech stack is the automation that Controllers and their teams use to optimize and streamline your accounting workflow in billing, invoicing, payables, and reconciliations.

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19 Best CFO Dashboard And KPI Examples For 2022

CloudZero

Your job as a Chief Financial Officer (CFO) carries a lot of weight, regardless of the size and industry of your organization. Among other responsibilities, you are directly accountable for ensuring your company's financial health by providing accurate, up-to-date, and actionable insights.

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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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Introducing start and end times in Xero Me

Xero

We’re really excited to share that in the weeks ahead, we’re rolling out new functionality in the Xero Me mobile app that will let employees record their start, end and unpaid break times. This new feature will help you keep accurate payroll records and save time on manual processes such as chasing timesheets or reviewing information before doing payruns in Xero.

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5 critical KPIs and why they matter

Accounting Today

More Trending

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Cloud Spend Is Now A Board-Level Issue, Survey Finds

CloudZero

According to Gartner , organizations spent $410.9 billion on cloud services in 2021. In the same year, executives estimated that as much as 30% of their cloud spend was wasted. That’s an aggregate $123.27 billion of waste — money that could go toward innovation, or that could help insulate companies from one of the worst market downturns in years.

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Introducing an improved Xero status page experience

Xero

When the products and features you use aren’t working as they should, we know it’s really important to be able to access information about what’s happening and why quickly. We’ve recently made some changes to the way Xero’s status page works for that reason, to ensure the information you receive is more consistent, accurate and valuable. Now, when you access Xero’s status page, things will look a little different in both how the information is grouped, as well as the content of the update itself

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IRS to test video visits with preparers to curb tax credit errors

Accounting Today

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Middle Market Continues Push for Technology Investments, Data Shows

AvidXchange

We’re living in a complex business environment, adjusting from pandemic disruptions and dealing with newfound challenges, including a record-high labor shortage, supply chain disruptions, inflation, a war in Ukraine and a forecasted recession. Based on our data and research, middle market companies are leaning into technology investments to help absorb the blows.

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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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12 SaaS Renewal Best Practices To Ensure Profitability

CloudZero

This is no secret to you. It costs up to seven times more to attract a new customer than to keep an existing one. Upselling an existing customer is also easier than upselling to a new one. So, keeping customers will increase your revenue and profitability.

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Why now is a great time to try new reports in Xero

Xero

Last year, we announced that we had started upgrading the technology that underpins the Xero platform, so our teams can build new features faster than ever before. Today, we’re excited to share that we’ve hit a significant milestone on that project when it comes to reporting in Xero. We’ve had two versions of our reports for a while now — the older version and our ‘new’ reports.

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Tax reform had little impact on curbing CEO pay practices

Accounting Today

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Technology Solutions for a Short-Staffed Media Industry Dealing With an Increase in Work

AvidXchange

Despite the economic downturn, the media industry remains red hot and is expected to see another stellar, record-breaking year. As ad spending continues to climb, media buying and advertising agencies take on more, increasingly complex work. As a result of The Great Resignation and an unrelenting labor shortage, there are fewer people to do the work.

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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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Why Advertising Agencies Must Automate their Payables End-to-End

IPS

The importance of digitizing media payables end-to-end cannot be underestimated.

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We asked three accountants what they’re most looking forward to at Xerocon London 2022

Xero

Xerocon London is almost here. With a packed agenda boasting everything from top-notch keynotes to brilliant breakouts as well as a whole host of other activities to take part in, including on-the-ground haircuts and coffee and cream chillout zones, we can’t wait to welcome you back. . Most important, however, is the chance for us to gather together again without the need for screens, webcams and time spent figuring out your best Zoom angle.

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Nonprofits facing financial stresses

Accounting Today

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AvidPay Makes ‘Daunting Payment Task’ More Efficient for Real Estate Company

AvidXchange

Beginning in 2013, Illinois-based Providence Management Company started using AvidPay from AvidXchange to automate AP processes and payments. By doing that, the company sped up payments and lowered costs by eliminating paper check printing, envelopes and the costs of postage. During the past few years, Providence Management searched for the best automated accounts payable (AP) software to process its payments.

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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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More Money for AI Accounting Startups

Cloud Accounting Podcast

Sponsors OnPay: [link] Freshbooks: [link] LedgerGurus: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Show Notes 5:47 – Karbon’s 2022 Practice Excellence Report [link] 17:59 – 76 Fake Charities Shared a Mailbox. The I.R.S. Kept Approving More. - The New York Times [link] 76 Fake Charities Shared a Mailbox.

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Community, care and collaboration: Why I can’t wait for my first Xerocon London

Xero

Xerocon London 2022 is almost here, and I can’t wait to see you all during my first time at this amazing event. After a long break, we’ll be back with a bang – even if this year will be a little different, with an iconic new venue, a height-of-summer date, and even more to look forward to. . But what will remain the same is the incredible sense of community, care and collaboration that the event has always inspired.

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IRS updates guidance on tax deduction for energy-efficient buildings

Accounting Today

Tax 278
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How to Offset the Construction Staffing Challenges with AP Automation  

AvidXchange

By the end of 2025, the Infrastructure Investment and Jobs Act will have created 461,000 new construction jobs. That’s an opportunity for nearly half a million people, but what happens if there aren’t enough workers to take the jobs? It’s a question that weighs heavy on the minds of construction firms, general contractors and subcontractors. In a press release from the Associated Builders and Contractors (ABC), ABC Chief Economist Anirban Basu said: “The workforce shortage is the most a

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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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Scaling Startup Finance with David Wieseneck

Earmark Accounting Podcast

Many thanks to our sponsor, ApprovalMax, for making this episode possible! To learn more about ApprovalMax, please visit their website: [link] Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, David Wieseneck, VP Finance, Demostack LinkedIn: [link] Twitter: [link] Learn more about Demostack [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Today, we're talking about scaling startu

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Four tips for planning an amazing Xerocon London experience

Xero

After nearly three long years, Xerocon London is back, and may not be quite as you remember it. With a swish new venue and a summer date, we can’t wait to welcome you – whether you’re a Xero user, or a cloud accounting enthusiast – back for two days of insights, inspiration and networking. . With a schedule packed with exciting things to do, from keynotes to exhibitors, breakout sessions and, of course, a much-anticipated party, you might be wondering how you can make the most of the event.

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IRS chief set to testify behind closed doors on Comey, McCabe audits

Accounting Today

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What HOAs and CAMs Need to Know About Staffing Challenges Amid Economic Uncertainty 

AvidXchange

With rising inflation and economic uncertainty, there’s heavy pressure on homeowner associations (HOAs) and community association management (CAMs) teams to tighten the reins and better manage their cash flow. As if that’s not enough to handle, a shift to remote work, an aging workforce and a war on talent are making it increasingly difficult for firms to hire top-quality staff in order to stay competitive.

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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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Ep. 190: Gordon Graham - The Ethics and Risks of Whistleblowing

IMA's Count Me

Connect with Gordon: www.intrepidbrotherhood.com Full Episode Transcript: Adam: (00:06) I'm Adam Larson and welcome to Count Me In, the podcast that explores the world of business from the management accountant's perspective. Today, we are talking to author Gordon Graham about his memoir, the Intrepid Brotherhood: Public Power, Corruption, and Whistleblowing in the Pacific Northwest.

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Training Future Credit Leaders: Extra Credit

NACM

?? Did you know. 46% of credit professionals describe their department's onboarding process as meticulously detailed and documented, while 27% describe it as learning on the fly or loosely documented. ? The onboarding process is one of the first steps in building future credit leaders! Listen to this week's episode of Extra Credit ?? to hear.

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Senators ask IRS to extend tax deadline for ITIN filers

Accounting Today

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Financial Services Industry Faces a Hiring Crisis Amid Economic Uncertainty

AvidXchange

Reuters reports that hiring in financial services has dropped considerably as banks and credit unions continue to struggle to find skilled workers. It’s a growing problem made more complex by our current state of economic uncertainty, rising inflation and a potential recession looming. According to Cornerstone Advisors , finding qualified talent has become a top concern for most banks and credit unions surveyed, while only 19% ranked it high last year.

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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.