Sat.Feb 04, 2023 - Fri.Feb 10, 2023

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In the face of disruption, the advisory industry is stronger than ever

Xero

Over recent years, the world of advisory has experienced a seismic shift. In the face of immense obstacles and equally great learnings, the profession is evolving. Why? Because, more than ever, accountants and bookkeepers are embracing change – and it’s propelling the industry forward. So what led us here? The past few years have seen small businesses lean heavily on their advisors to survive the pandemic’s ripple effects.

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Reasons Why 2023 is the Year for Client Accounting Services

Accounting Department

It’s common for business owners to feel stretched to the limit with the services they have. A common misconception is that implementing anything else will drain resources and strain current practices. Yet this isn’t necessarily the case — particularly regarding client accounting services (CAS). But why are these services so important? And why is 2023 the year businesses should consider implementing CAS into their strategy?

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6 ways to use GCP for free

FinOps in Practice

The use of cloud services opens up enormous opportunities for IT companies. It significantly lowers the barrier to entry for those organizations that would otherwise never enter the market should they use the traditional approach to building infrastructure. However, it is important to use the capabilities of cloud services correctly because, over time, costs can increase and grow to significant sizes if not properly managed.

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Live Streaming with Fidesic Coming Soon

Fidesic blog

We are pretty pumped to be starting a streaming series on LinkedIn in the next few weeks. We are lining up guests from the Microsoft Dynamics Community to discuss “The Road to Directions”.

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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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Amazing Apprenticeships unlocks the power of apprenticeships for small businesses

Xero

In honour of National Apprenticeship Week , we spoke with Anna Morrison, the founder of Amazing Apprenticeships , a leading organisation in the education sector, working with schools, colleges and businesses of all sizes to tackle misconceptions and promote the benefits of apprenticeships. Starting out Bucking a family tradition of attending university, Anna leapt into the world of work with a temp job as a college receptionist, before rising through the ranks to take charge of employer-facing

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Accounts Payable Automation Does More Than Just Issue Payments

Accounting Department

While accounting software has been around for decades, many businesses still rely on manual processes within their accounts payable (AP) operations. Using a high-level software system like NetSuite for business operations, like accounts payables, provides small to medium-sized businesses opportunities to save money, reduce risk, and increase efficiency throughout the full AP process.

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Xero and Stripe Help Small Businesses Get Paid Faster

Insightful Accountant

Stripe and Xero are expanding their partnership to help small businesses globally get paid faster. Murph provides the details.

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How CommBank and Waddle, from Xero, are unlocking cash in unpaid invoices to help small business grow

Xero

Amid stubborn global inflation, tightening monetary policy and ongoing energy and supply chain impacts, it’s important for small businesses to look at how they’re managing their cash flow. Cash flow is king again and freeing up cash could be the difference for many in the year ahead. It’s likely many small businesses have a lot of capital tied up in receivables and inventory that they could turn into cash, something Waddle , a Xero company, and Commonwealth Bank of Australia (CommBank) are sol

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4 Tips on How to Increase Productivity Using Your Microsoft 365 Subscription

Fidesic blog

Originally Published by Joseph Markovich at JCMAinc.

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How to Build a SaaS Tech Stack That Produces Accurate Metrics

Sage Intacct

Knowing your cash and metrics can be the difference between winning your market versus having to do layoffs. CFOs who build the most flexible and robust SaaS tech stacks and adopt new tech sooner are more likely to thrive, even in a market downturn.

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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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QB Talks — Inside QB Desktop Enterprise 2023 Cash Flow Tools

Insightful Accountant

In this webinar recap, internationally renowned ProAdvisor Esther Friedberg Karp (with an assist from Murph) drills down into the cash flow tool feature and how it can benefit you.

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4 Trends in Healthcare Payments for 2023

MineralTree

State of Healthcare AP The last few years have presented a perfect storm of challenges for finance teams working in healthcare. Those in the industry have been forced to deal with the combined business effects of economic uncertainty, the COVID-19 pandemic, hiring challenges , and supply chain disruptions. These circumstances have left the majority of healthcare organizations facing the same AP challenges.

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5 Real-Life Examples Of Companies Measuring Cloud Cost Per Customer

CloudZero

At CloudZero, we advocate measuring every cloud cost metric that makes the most sense for your business.

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Important Financial Statements to Keep Your Business Running Smoothly

Enterprise Recovery

Financial statements are as important to business leaders as they are to investors. Working capital provides a financial snapshot of your business on the balance sheet - the difference between the company's current assets and its current liabilities. A cash flow statement offers insight into the expected cash generated over a certain period of time.

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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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See the '2023 State of Accounting Marketing Report'

Insightful Accountant

CPA Site Solutions' latest report provides essential insights into the current state of accounting firm marketing and where firms are headed in 2023.

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Best practices for Kubernetes cost management

finout

Kubernetes has become the go-to solution for container management thanks to its easy management of complex microservice-based architectures.

FinOps 72
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What Is ERP Integration and How Does it Work With Business Process Automation?

NextProcess

Enterprise resource planning (ERP) software like Microsoft Dynamics 365 Business Central or NetSuite provides vital services to companies. With a good ERP system, your company can manage a variety of high-level business processes in one centralized software. Typically, an ERP gathers data from a variety of business activities all in one spot. For example, they can manage employees, distribution, inventory, financial processes, customers, and more from one software platform.

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Understanding a Franchise Disclosure Document (FDD)

Bookkeeping Express

Buying a franchise is an appealing first step toward financial success for many entrepreneurs. That result is not guaranteed, however; too many franchisees have found themselves unhappy or bankrupt because they didn’t fully understand the situation in which they invested. If you want to avoid that fate – and we’re sure you do – one of the key steps will be to obtain and analyze the Franchise Disclosure Document (FDD) for any franchise you are considering.

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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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A Guide to Entrepreneurship

Insightful Accountant

If your clients are ready to pursue their dream by starting a business, here are some helpful tips you can offer to point them in the right direction.

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Accounts Receivable and Business Collections Trends for 2023

Outsourced Bookeeping

Accounts receivable and business collections are essential components of any business. As the year 2023 approaches, new accounts receivable trends and collection strategies will become increasingly important to ensure a healthy cash flow and financial stability. This blog will provide an overview of accounts receivable trends in 2023 and discuss ways businesses can take advantage of outsourced bookkeeping services to ensure efficient accounts receivable management.

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What You Should Know About Digital File Management

LedgerDocs

If your employees and associates are haphazardly uploading or filing documents without taking special care about where they are placed, then you need a file management system. Without one, every business and financial process results in extra time spent double-checking that everything has been filed correctly and that subsequent reports and records are accurate.

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How Intuit is Going to Save Accounting

Cloud Accounting Podcast

Guest: Intuit Accountants leader Ted Callahan; The latest on QuickBooks Connect 2023; How to defend against ChatGPT stealing your job; Crypto lender Celsius used QuickBooks, too! Sponsors Relay - [link] LiveFlow - [link] Client Hub- [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] (00:00) - Thank you to our sponsor, Relay (00:26) - Intuit's "Prosperity Ladder" (01:04) - Introduction: Welcome Ted Callahan to the show

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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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3 Ways to Guide the Swell of Entrepreneurs in 2023

Insightful Accountant

Intuit QuickBooks Partners Segment's Jeremy Sulzmann offers advice you can pass along to help guide today's entrepreneurs.

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Accounts Receivable and Business Collections Trends for 2023

Outsourced Bookeeping

Accounts receivable and business collections are essential components of any business. As the year 2023 approaches, new accounts receivable trends and collection strategies will become increasingly important to ensure a healthy cash flow and financial stability. Accounts Receivable and Business Collections Trends for 2023 This blog will provide an overview of accounts receivable trends in 2023 and discuss ways businesses can take advantage of outsourced bookkeeping services to ensure efficient a

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50+ DevOps Interview Questions To Ask In 2023

CloudZero

Building quality software is tough. Even automation requires skilled developers to make it work. Yet, good developers are in short supply. You could offer attractive packages, too. Think: hybrid working, breakfast burritos, and organic chicken wings every Wednesday.

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How Has the Role of a Company Secretary Evolved Over Time?

Counto

How Has the Role of a Company Secretary Evolved Over Time? The role of a company secretary has been around for a long time and is a key component of any business. Over the years, the role has evolved from being a passive participant in a company’s governance to a much more active and important position. Today, a company secretary is essential to successfully running a business, helping ensure that everything runs smoothly and that all legal requirements are met.

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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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FASB Votes to Draft New Standard to Measure Crypto Assets

Insightful Accountant

According to the vote, companies measuring the assets such as Bitcoin and Ethereum would be required to use fair value accounting.

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How to Build a SaaS Tech Stack That Produces Accurate Metrics

Sage Intacct

Knowing your cash and metrics can be the difference between winning your market versus having to do layoffs. CFOs who build the most flexible and robust SaaS tech stacks and adopt new tech sooner are more likely to thrive, even in a market downturn.

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What Experts say about Offshoring Accounting & Bookkeeping

CapActix

Accountants are facing multiple challenges when it comes to Accounting and Bookkeeping. And the work has all the more increased year after year. It is nerve-racking for them to cope with all the demands and requirements posed by clients from various industries. With the rise of cloud accounting, accountants are expected to be more and more technical.

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How Has the Role of a Company Secretary Evolved Over Time?

Counto

How Has the Role of a Company Secretary Evolved Over Time? The role of a company secretary has been around for a long time and is a key component of any business. Over the years, the role has evolved from being a passive participant in a company’s governance to a much more active and important position. Today, a company secretary is essential to successfully running a business, helping ensure that everything runs smoothly and that all legal requirements are met.

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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.