Sage Intacct

OCTOBER 26, 2021

Companies are continually striving to improve their performance and it is important to know how you stack up to your peers. As FinOps takes a bigger role in charting the growth of a SaaS company, what are the benchmarks for what to do, and when? Sage Intacct, The SaaS CFO, and RevOps Squared conducted research throughout Summer 2021 to benchmark how recurring revenue companies managed the financial reporting process.

FinOps 145

FinOps FinOps Financial Reporting 145

Ascend Software blog

DECEMBER 20, 2021

Computation 130

Computation AP 130

The Savvy Bookkeeping Blog

OCTOBER 22, 2021

You lean over and turn off your computer after a full day of work. You feel relieved that another day is done. Your mind turns to what you’re going to have for tea and whether you’re going to need anything from the supermarket.

Bookkeeping 130

Bookkeeping Computation Small Business Bookkeeping Business Bookkeeping 130

AP Association

JULY 27, 2021

The Accounts Payable (AP) function is a critical backbone for managing cashflow and fostering business resilience within an organisation – but what of the people, processes and environment that make up AP? In conjunction with Jamie Radford, the founder of Accounts Payable Association and APTV, Esker have created a series of short videos, looking not only at this genetic make-up, but also how AP has changed across the past 10 years, and will continue to do so into the future.

Accounts Payable 130

Accounts Payable Accounts Payable AP Accounting 130

Speaker: Timothy Allsopp

Payment challenges often lead to delayed projects, financial bottlenecks, and strained relationships. With construction projects becoming more complex, outdated processes are no longer sustainable. By refining financial workflow, companies can improve cash flow, reduce error, and foster trust between stakeholders. Discover practical strategies for redesigning payment systems to overcome workflow challenges while creating a smoother, more reliable process for contractors and subcontractors alike.

Invoicing

The Institute of Financial Operations

JULY 12, 2021

WHAT IS AN ACCOUNTS PAYABLE RECOVERY AUDIT? Quite simply, it is a review of your Accounts Payable historical data for the purpose of identifying and recovering funds paid to your vendors and suppliers resulting from overpayments and under-deductions. The reasons for these erroneous payments are numerous and areas of recovery can include duplicate or wrong payments, open/unapplied supplier credits, unrecorded accruals/rebates/allowances, contract/purchase order terms compliance, pricing errors, m

Accounts Payable 130

Accounts Payable Accounts Payable Auditing Accounting 130

CloudZero

MAY 11, 2021

Data is a key business intelligence tool. Successful businesses rely on data to make decisions. And every business needs a secure destination for storing collected data for later analysis. Cloud-based data warehouses are increasingly becoming the go-to destination.

Collections 124

Collections 124

5 Minute Bookkeeping

MARCH 25, 2021

When you’ve got a problem in QuickBooks Online, the ‘easy fix’ is making a journal entry…right? As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books ! The key is knowing which is which and what goes on inside QBO when you create journal entries to make corrections.

Bank Reconciliation 98

Bank Reconciliation QuickBooks Accounts Payable Accounts Payable 98

IPS

DECEMBER 15, 2021

Every business wants to do more with less these days. Sixty-two percent of businesses reduced expenses because of the economic volatility caused by the pandemic, the. Institute of Finance and Management (IOFM) reports.

AP 84

AP Invoice Processing Accounts Payable Accounts Payable 84

Billah and Associates

DECEMBER 26, 2021

The financial industry is evolving. In 2018, The Wall Street Journal provided details regarding a new review from Deloitte that featured a significant pattern affecting the financial business labour force. As per the review, 63% of CFOs foresee finance experts will require abilities in information analysis, forecasting results, and decision-making assistance within the next three years.

Financial Statements 52

Financial Statements Bookkeeping Accounting Accounting 52

Oversight

DECEMBER 22, 2021

O rganizations around the world lose approximately five percent of their annual revenues to financial fraud, according to a survey by The Association of Certified Fraud Examiners (ACFE). The data can be surprising and gains the attention of anti-fraud practitioners, organizational leaders, and financial managers. Here, we reference 11 statistics that prove no organization is immune to the misrepresentation of financial assets.

Financial Reporting 52

Financial Reporting Financial Statements Billing Auditing 52

Speaker: Ashley Harlan, MBA

What if your role as a fractional CFO went beyond operational support to actively shaping the future of your clients’ businesses? 💼 ✨ In this session, discover how fractional finance professionals can position themselves as architects of growth, guiding their clients toward sustainable success and preparing them for full-time financial leadership.

Sage Intacct

JANUARY 11, 2021

The ultimate success of high ACV SaaS startups is tied directly to the CFO building the right model and financial system.

Billing 87

Billing 87

Ascend Software blog

AUGUST 18, 2021

If you've been in the Finance and Accounting world for a while, this should be nothing new to you. But, for everyone else, we've organized it into eight simple steps.

Accounting 130

Accounting Accounting 130

The Savvy Bookkeeping Blog

OCTOBER 16, 2021

I’ve been providing bookkeeping services to conveyancers now for several years, and have witnessed the transition from desktop software and paper forms to eConveyancing and cloud based practice management software. In fact I worked in the conveyancing and legal industry 20 years ago and the changes from then to now have been substantial.

Account Reconciliation 130

Account Reconciliation Bookkeeping Services Bookkeeping Accounting 130

AvidXchange

DECEMBER 20, 2021

This article, written by Matthew Cleary, VP of Accounting Operations for Douglas Elliman Property Management , is an excerpt from our recent eBook “Expert Insights: The New State of Real Estate,” available for download here. Download our full report: The New State of Real Estate Over the past few years, my company’s accounting department converted communications and reporting systems with the ultimate goal of becoming completely digital.

AP 52

AP Accounting Accounting Accounts Payable 52

Advertiser: Paycor

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

Payroll

FreshBooks

DECEMBER 17, 2021

In this webinar, learn how to stand out and win clients, while staying true to your vision and worth. Our speaker is Stefan Palios, Founder of Freelance Sales Blueprint, a program that teaches freelancers how to sell more, at higher rates, to better clients. Stefan has trained everyone from independent freelancers all the way up […] The post Killer Proposals Webinar: How to Stand Out and Win the Work appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners.

Invoicing 52

Invoicing 52

CloudZero

JUNE 2, 2021

If Netflix was a series, it would be a blockbuster. Each season would be nothing short of dramatic to the chagrin of investors.

122

122

SMB Accounting and Consulting

AUGUST 30, 2021

When applying for government contracts, it’s important to understand the types of contract options that are available to you. Each type of contract carries its own risks and opportunities and can help you make decisions when compiling your proposal. Project managers should work closely with their team to manage resources, track the project’s performance to budget, and communicate with the accounting department to review billing rates to make sure the contract remains profitable.

Billing 98

Billing Budgeting Auditing Accounting 98

5 Minute Bookkeeping

DECEMBER 23, 2021

Are you new to virtual bookkeeping? Maybe you’re not even officially a new bookkeeper yet, but you’re seriously thinking about it. If you are starting your journey into the virtual bookkeeping field (or you’re considering it), in this article we’ll go over how to get started as a virtual bookkeeper in 7 steps. The benefits of virtual bookkeeping abound.

Virtual Bookkeeping 52

Virtual Bookkeeping Bookkeeping QuickBooks Certified Bookkeeper 52

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

IPS

NOVEMBER 3, 2021

The benefits of the SAP Ariba/Digital Supplier Network (DSN) are tantalizing:

AP 83

AP Invoice Processing Accounts Payable Accounts Payable 83

Azure FinOps

DECEMBER 8, 2021

The movement of data from one place to another is one of the oldest and often, most difficult information technology activities. Add a transformation element, the classic ETL task, and things can become complex. On Azure, there are primarily two, platform native ways to perform data movement. One method is to use Azure Data Factory , a purpose-built service designed to address the need for a reliable, relatively simple ETL service and Azure Synapse Analytics which offers a pipeline component as

Computation 52

Computation 52

Dext

DECEMBER 1, 2021

About Counting Clouds When the self-described Boss Lady of Counting Clouds, Line Paras, talks about her bookkeeping business, she exudes all the passion that you’d expect to hear from a creator describing their work.

Bookkeeping 52

Bookkeeping 52

Oversight

NOVEMBER 30, 2021

One of the most effective and intimidating advancements in finance is the adoption of artificial intelligence (AI) to transform the industry with streamlined processes. As technology continues to advance, there seems to be a growing fear that AI will replace humans in every conceivable professional field.

52

52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

Ascend Software blog

AUGUST 17, 2021

Your costs are… costly. It’s interesting to consider that the function of processing and paying invoices has significant costs associated with it. Maybe “interesting” is the wrong word. Below we examine the differences between PO-matched invoices and non-PO invoices and how their processing costs affect an organization. If you want to learn about all six processes and issues that cause exponential increases in AP costs and how to avoid them, read our free report, Overpaying to Pay Invoices.

Invoicing 130

Invoicing AP Accounts Payable Accounts Payable 130

The Savvy Bookkeeping Blog

MARCH 18, 2021

Trying to choose the right software to use in your business can be difficult. Having the opportunity to see what other business owners who are already using that software think about it can be a huge help.

XERO 100

XERO Bookkeeping 100

AvidXchange

DECEMBER 17, 2021

Why should you as a finance pro for a community association management (CAM) company start using accounts payable (AP) automation for homeowner association (HOA) management? We’re going to answer that question – but in a different way. We’re not going to give you an extensive list of 15-to-20 generic reasons. Instead, we’ll share four carefully selected and actionable reasons most relevant to you now.

AP 52

AP Invoicing Accounts Payable Accounts Payable 52

Billah and Associates

NOVEMBER 25, 2021

Indeed, tax season is an overwhelming time for both the taxpayers and bookkeepers who help in planning for the season. Everybody realizes that when the clock strikes close to January, then, at that point, taxation services in Etobicoke , are toward the back of each entrepreneur and salaryman’s mind. The staggering amount of desk work, severe cutoff times, a colossal number of rules and dread of not knowing the amount you owe is getting heavy on taxpayers all day long.

Corporation Tax 52

Corporation Tax Accounting Accounting Bookkeeping 52

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

CloudZero

OCTOBER 22, 2021

There are many tangible benefits to using containers for your computing needs. Containers help break large applications into smaller packages that are more agile, scalable on-demand, resilient, cost-effective, and less resource-hungry than monolithic apps or workloads running on traditional virtual machines (VMs) or bare metal servers.

Computation 119

Computation 119

SMB Accounting and Consulting

OCTOBER 20, 2021

In QuickBooks Online and Desktop, the Bank Feed is a nifty tool for importing transactions directly from your bank. Each transaction that the bank processes will show up in QuickBooks for you to categorize into the proper Income, Expense, or Balance Sheet account. What happens when a transaction in your Bank Feed has already been recorded directly through QuickBooks, like invoices you added to Accounts Receivable or a bill you wanted to show in Accounts Payable?

QuickBooks 98

QuickBooks Deposits Accounts Payable Accounts Payable 98

5 Minute Bookkeeping

DECEMBER 2, 2021

Is not knowing how to charge for bookkeeping services holding you back? I know that for many virtual bookkeepers, the problem isn’t the technical know-how, the problem is being able to confidently price their services. In this blog post, I’ll share the knowledge I’ve gathered over the years on how to charge for bookkeeping services. By far, the most frequently asked question in my Facebook community is how much should I charge for bookkeeping services?

Bookkeeping Services 52

Bookkeeping Services Bookkeeping Virtual Bookkeeping Business Bookkeeping 52

IPS

OCTOBER 12, 2021

Businesses are demanding more from finance professionals. CFOs, treasurers and AP leaders are expected to help guide the business through these tough times.

AP 80

AP Invoice Processing Accounts Payable Accounts Payable 80

Advertisement

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