Intuit

MARCH 15, 2023

The harsh realities of the climate crisis are tangible, complex, and already being experienced in all corners of the globe. A changing climate has intersectional ramifications, posing threats to communities, ecosystems, and the wellbeing of future generations. However, there is still time for swift, thoughtful, and bold action to chart a brighter and more resilient path for our collective future.

Financial Services 246

Financial Services Collections 246

Xero

MARCH 16, 2023

Small businesses in the UK have shown tremendous resilience over the last few years. We know it can be hard to run a small business, even without all the global and economic uncertainties. That’s why we have prepared some resources to guide you through a frictionless payroll year end, and be ready for the start of the 2023/24 tax year. We have also introduced a new checklist within Xero Payroll to streamline your tasks and make it easy as we approach year end.

Payroll 196

Payroll XERO Tax Reconciling 196

Accounting Department

MARCH 16, 2023

If you're using NetSuite, or if you're considering it but not sure if it's right for you, one of the biggest value points to consider is the ability to use built-in financial dashboards. Many NetSuite customers cite dashboards as one of the software's most important features and the feature that makes it easier to run their business and get more done.

Accounting 195

Accounting Accounting 195

Compleatable

MARCH 15, 2023

Finance professionals & budget holders: different needs, same solution. Download White Paper The post What is good financial management first appeared on Compleat Software.

Budgeting 130

Budgeting 130

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

Intuit

MARCH 16, 2023

As I reflect on my first 90 days at Intuit, I am so proud to be a part of the company’s mission to power prosperity around the world. More than 100M people use our ecosystem of financial products — TurboTax , QuickBooks , Mailchimp and Credit Karma — to help them reach their financial goals, and yet many of our customers still want to connect with a real person to help give them the confidence that they’re making the right decision.

QuickBooks 245

QuickBooks Tax 245

ProsperOps

MARCH 16, 2023

Our Vision for Cloud Savings When we started ProsperOps in 2018, our mission was to automate maximum savings outcomes for customers. In the early days, we spent a lot of time evaluating where to start and how to quantifiably generate the most savings. We created Effective Savings Rate (ESR) as a way to measure and definitively know the answers to our modeling questions.

Computation 130

Computation FinOps FinOps Billing 130

Compleatable

MARCH 15, 2023

Download this whitepaper to learn how to improve your cash flow management to increase profitability. Download White Paper The post 5 improvements to existing cash flow management to increase profitability first appeared on Compleat Software.

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130

Intuit

MARCH 11, 2023

Intuit Inc, the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp , has determined it has no material exposure as a result of the closure of Silicon Valley Bank (SVB). We are contacting Intuit customers that have an account at SVB to encourage them to switch to a new bank account with a different financial institution.

QuickBooks 147

QuickBooks Accounting Accounting 147

Fidesic blog

MARCH 15, 2023

We're pretty excited over here at Fidesic! Coming up on March 30th we are joining some of the top ISVs in the Microsoft Dynamics Channel for the Microsoft Dynamics GP Financial Management Tools Showcase brought to you by Microsoft Dynamics World and ERP Software Blog.

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130

Insightful Accountant

MARCH 12, 2023

Just in time for this 'QuickBooks Desktop Weekly,' Intuit is pushing out what they are calling the R4_69 update to QuickBooks 2023 Desktop Products, including Enterprise 23.0. You may get a prompt to install it when you get to work today.

QuickBooks 104

QuickBooks 104

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.

Accounting

Compleatable

MARCH 15, 2023

Budget Holder Management is taking over businesses. So why are finance teams & budget holders still disconnected? Download White Paper The post Budget Holder Management is taking over businesses first appeared on Compleat Software.

Budgeting 130

Budgeting 130

CapActix

MARCH 16, 2023

A CFO or Chief Financial Officer is designated as a senior finance manager in a company to monitor and manage all financial activities. He is also responsible for financial planning, data analysis, record keeping, and financial reporting to higher management. A CFO has finance-related qualifications such as a Master of Business Administration (MBA) or a Master of Science (in Finance or Accounting) degree.

Budgeting 98

Budgeting Financial Reporting Financial Analysis Financial Operations 98

Plooto

MARCH 15, 2023

While there is no magic wand that will guarantee the financial success and stability of your business forever, effective working capital management (WCM) ensures you have enough cash to make regular payments , cover unexpected costs, and purchase basic materials used to produce goods.

Management Accounting 98

Management Accounting Accounting Accounting 98

Insightful Accountant

MARCH 14, 2023

Okay, this is your opportunity to tell us what you want in the way of content and how you want to receive it. If you have 2 minutes, do we have a survey for you.

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104

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.

Accounting

Compleatable

MARCH 15, 2023

From invoice errors to maverick spending, find out what you can do to tackle the challenges facing spend control in your business. Download White Paper The post Top 6 ways finance professionals can control spend first appeared on Compleat Software.

Invoicing 130

Invoicing 130

SSI Healthcare Rev Cycle Solutions

MARCH 16, 2023

Epic Billing Made Easy: Why SSI is the Claims and Clearinghouse Solution of Choice for Hospitals and Health Systems [Live Webinar] LIVE WEBINAR: March 29, 2023 at 10 am CT As a trusted industry leader with 900 Epic clients , SSI makes Epic billing as easy as possible, so you don’t ever have to leave your Epic environment ! If you’re an Epic client looking for a reliable and hassle-free claims and clearinghouse partner for your hospital or health system, look no further than SSI.

Revenue Cycle 98

Revenue Cycle Revenue Cycle Management Billing 98

Tipalti

MARCH 14, 2023

PayPal offers a variety of options for sending money overseas but along with it come international transaction fees that can be costly. Find out how to reduce those costs here.

98

98

CSI Accounting & Payroll

MARCH 14, 2023

Stay profitable, not just busy. You’ve got a good crew, and operations seem to be smooth at your auto repair shop, but something isn’t quite adding up on the bottom line. Although everyone seems to be busy working - even on days when the car count isn’t as high as you’d like - you are not hitting your profit goals. Is your shop's productivity the reason for this?

Payroll 98

Payroll Accounting Accounting 98

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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.

Financial Statements

Compleatable

MARCH 15, 2023

1. DEFINITIONS AND INTERPRETATION 1.1 In the Contract, unless the context does not so permit, the following expressions have the following meanings: “Applicable Law” means all statutes, orders, regulations, precedents or other matters having the force of law from time to time; “Authorised Partner” means a person or organisation authorised in writing to resell the iCompleat applications, invoice the Authorised User for the Charges or provide training and support “Authorised User” mean

Invoicing 100

Invoicing Tax Invoice Processing Collections 100

Plooto

MARCH 12, 2023

On Friday, the California Department of Financial Protection and Innovation (DFPI) closed Silicon Valley Bank ("SVB") and appointed the Federal Deposit Insurance Corporation (FDIC) as the receiver. Earlier today, the New York State Department of Financial Services (DFS) closed Signature Bank (“Signature”) and appointed the FDIC as the receiver. In addition, the Federal Reserve, FDIC, and U.S.

Deposits 98

Deposits Financial Services 98

Insightful Accountant

MARCH 12, 2023

The University of Maryland's Smith School and the Deloitte Foundation are funding scholarships for students pursuing a fifth-year Master's program in accounting.

Accounting 103

Accounting Accounting 103

Reconciled Solutions

MARCH 13, 2023

You can receive payments in QuickBooks Online via credit cards and bank payments. Learn how to use QuickBooks Payments in your business. The post How to Receive Payments in QuickBooks Online appeared first on Reconciled Solutions.

QuickBooks 96

QuickBooks Reconciling Bookkeeping 96

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

Compleatable

MARCH 15, 2023

1 DEFINITIONS AND INTERPRETATION 1.1 In the Contract, unless the context does not so permit, the following expressions have the following meanings: “Applicable Law” means all statutes, orders, regulations, precedents or other matters having the force of law from time to time; “Authorised Partner” means a person or organisation authorised in writing to resell the services provided by the eCompleat Service, invoice the Authorised User for the Charges or provide training

Invoicing 100

Invoicing Tax Computation Collections 100

CSI Accounting & Payroll

MARCH 11, 2023

Owning an automotive repair shop means more than just completing services for customers; you also need to make sure you’re profitable if you want to stay in business, much less grow your operation. One of the most important indicators of a profitable repair shop is the Average Repair Order (ARO). Increasing and maintaining higher ARO allows your staff to work efficiently while making the shop more money in the process.

Payroll 94

Payroll Accounting Accounting 94

Insightful Accountant

MARCH 15, 2023

The New NetSuite platform provides personalized learning paths, live interactive webinars and on-demand resources to customers globally.

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104

MineralTree

MARCH 16, 2023

Despite the fact that organizations around the globe are gearing up for digital transformation , many AP teams still heavily depend upon costly and antiquated systems such as paper invoices and checks. There are several tools that teams can use to move away from these manual and expensive processes. For example, many businesses incorporate AP automation , e-invoicing, and other digital tools to quickly gain an edge over their competitors.

Accounts Payable 88

Accounts Payable Accounts Payable AP Data Entry 88

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.

Compleatable

MARCH 15, 2023

Personal data Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as: “any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, econo

Collections 100

Collections Budgeting Billing Auditing 100

LedgerDocs

MARCH 13, 2023

Most companies require a system overhaul at least once a year. If you have not yet moved over from paper documents to the digital document management system, you better jump on the digital train quickly. Or you’re going to be left behind stuck amidst a big pile of paper that likely includes useless and unnecessary records and reports. DMS is a must-have for businesses.

Accounting 81

Accounting Accounting 81

Insightful Accountant

MARCH 14, 2023

Cherry Bekaert joins Accounting+ to help advance diversity, equity and inclusion within the profession.

Accounting 105

Accounting Accounting 105

Tipalti

MARCH 14, 2023

From sending to receiving payments, learn everything about how PayPal works in 2023 with this comprehensive guide.

96

96

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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.