Accounting Tools

JUNE 19, 2023

Employee Due Diligence Checklist Types of Employees Obtain information about the number of employees in the various functional areas of the company, such as production, materials management, accounting, treasury, and so forth. They state voting procedures for key events, such as the sale of the business.

Financial Statements 73

Financial Statements Auditing Accounts Payable Accounts Payable 73

Invoicera

NOVEMBER 27, 2024

Features Automated Invoicing: Automate invoicing by preparing and dispatching invoices according to specific time intervals or events. It benefits any organization as it is customizable and can cater to various organizational needs. No more missing the invoice deadline! Custom Templates: Your invoices should be as individual as your company.

Invoicing 40

Invoicing Billing QuickBooks AR 40

IMA's Count Me

MAY 20, 2020

So like I said, the wellbeing of our stakeholders is our priority, and in the first week of March, for example, we had many conferences happening across Europe, including Switzerland and France, and we immediately decided to cancel these events to make sure we, our members and stakeholders are all safe. Download and listen now!

Management Accounting 40

Management Accounting Accounting Accounting 40

Invoicera

JANUARY 19, 2025

How automation strengthens compliance and security: Automated tax calculations When issuing invoices, you can be confident that the business has met the local tax rate, as with automation, natural disasters, and geopolitical events that alter tax rules are avoided.

Account Receivables 40

Account Receivables Accounts Receivable Accounts Receivable AR 40

Counto

JANUARY 3, 2023

Additional Layer of Security Accounting software protects data and authenticates users using encryption and additional security measures. Critical data is also safeguarded in the event of any calamity. Furthermore, accounting software allows smaller businesses to achieve the same level of protection as larger enterprises.

Accounting Software 52

Accounting Software Accounting Accounting Outsourced Bookkeeping 52

Counto

JANUARY 3, 2023

Additional Layer of Security Accounting software protects data and authenticates users using encryption and additional security measures. Critical data is also safeguarded in the event of any calamity. Furthermore, accounting software allows smaller businesses to achieve the same level of protection as larger enterprises.

Accounting Software 52

Accounting Software Accounting Accounting Outsourced Bookkeeping 52

Counto

NOVEMBER 7, 2024

Analyse Sales Patterns: Track peak and off-peak sales periods, such as weekends, public holidays, or special events. Manage Accounts Receivable and Payable Timely management of receivables and payables is essential to avoid cash flow gaps. Recognise any seasonal trends to anticipate slower months (e.g.,

Revenue Cycle 40

Revenue Cycle Accruals Account Receivables Accounts Receivable 40

NextProcess

MARCH 24, 2023

All of our software modules work seamlessly together , so you can automate capital project management, accounts payable, and other financial processes together. You can track your capital expenses across multiple budget periods or years and report with granular detail on your capital project management.

Budgeting 52

Budgeting Accounts Payable Accounts Payable Accounting Software 52

AvidXchange

JUNE 6, 2022

In your personal life, an example of Accounts Receivable would be buying a ticket to a concert or sporting event for a friend with the understanding that they will pay you back later. The process is a simple turn of events that make the receivables traceable and manageable. It’s essentially an “IOU”.

Account Receivables 52

Account Receivables Accounts Receivable Accounts Receivable AR 52

IMA's Count Me

JANUARY 23, 2022

Liv and David recently shared their perspective on a proposal for the digital transformation of sustainability information, in United Nations Climate Change conference sponsored site event. I know you said prepares earlier on, you said accounting and sustainability professionals. We have the IT committee. There are many articles.

Auditing 40

Auditing Management Accounting Collections Accounting 40

Invoicera

MAY 31, 2024

An effective financial and management accounts system means setting realistic budgets that include enough money to cover unexpected expenses and ensure you aren’t short at month-end. This means going to training events such as seminars, workshops, and other get-togethers that can help you develop your skills and expertise.

Budgeting 52

Budgeting Billing Invoicing Financial Reporting 52

SSI Healthcare Rev Cycle Solutions

SEPTEMBER 13, 2023

Step 9: Accounts Receivable Management Accounts receivable management involves tracking and managing both incoming and outstanding payments from insurance providers and patients. This bill includes details about the services provided, the insurance payment received, and the patient’s portion of the cost.

Revenue Cycle 52

Revenue Cycle Revenue Cycle Management Billing Account Receivables 52

IMA's Count Me

OCTOBER 27, 2019

Lorenzo Patelli also serves on the editorial board of advances in management accounting and has received a number of awards and honors for his teaching excellence in research. He was recently a part of the elevate the ethics of artificial intelligence event at the University of Denver and regularly writes on the topic.

Computation 40

Computation Management Accounting Accounting Accounting 40

Gaviti

MAY 9, 2023

Business operations generate copious amounts of data, accounts receivables being no exception. A few decades ago, companies started using ERPs to manage accounting and other business operations. Request an explanation for what happens in the event of a breach and adjust your internal security protocols accordingly.

Account Receivables 52

Account Receivables Accounts Receivable Accounts Receivable Collections 52

Invoicera

DECEMBER 31, 2023

AR & AP Management: You can effortlessly manage accounts receivable and payable, keeping track of outstanding balances and simplifying financial processes. It simplifies digital accounting, offering an invoicing feature for easy creation and sending online invoices using customizable templates.

Data Entry 59

Data Entry Accounting Accounting Purchase Order 59

IMA's Count Me

JULY 6, 2021

In his double role of CFO and CIO, he has developed a wealth of skill and knowledge necessary for effectively overseeing and managing accounting, FP&A, supply chain management, corporate operations and IT.

Budgeting 40

Budgeting Financial Statements Financial Reporting Accounting 40

IMA's Count Me

AUGUST 21, 2022

Connect with Amanda: [link] [link] [link] [link] [link] [link] Full Episode Transcript: Adam: I'm Adam Larson and welcome to Count Me In, the podcast focused on all the ways management accountants can help businesses thrive through smart financial management and data driven decision making. It is something that's important.

Auditing 40

Auditing Management Accounting Collections Accounting 40

IMA's Count Me

DECEMBER 15, 2019

Contact Keith: [link] Keith's website: [link] FULL EPISODE TRANSCRIPT Adam : (00:05) Welcome back to Count Me In, IMA’s podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and this is episode 35 of our series.

Accounting 40

Accounting Accounting Budgeting Management Accounting 40

IMA's Count Me

JULY 5, 2020

Contact Shaila Bettadapur: [link] FULL EPISODE TRANSCRIPT Adam: (00:05) Welcome back for episode 76 of Count Me In, IMA's podcast about all things affecting the accounting and finance world. Technology had previously changed many roles and forced management accountants to upskill and grow at a rapid rate. How should I behave?

Computation 40

Computation Data Entry Management Accounting Accounting 40

IMA's Count Me

NOVEMBER 14, 2022

Connect with Simone : [link] Simone's Podcast: [link] CBM Network: [link] Full Episode Transcript: Adam: Welcome back to Count Me In the podcast that brings you inside the fascinating world of management accounting. From a management accountant's perspective, it's the story straight out of the wild west of business.

CPA 40

CPA Management Accounting Accounting Accounting 40

IMA's Count Me

JULY 1, 2020

Getting to their, you know, mindset in terms of, you know, what excites them in general, even before these series of events happen, you know, what appeals to them when they are considering, employment, at future prospective employers. That obviously was being built up, even way beyond and series of events occurred, you know?

Accounting 40

Accounting Accounting Management Accounting Tax 40

Future Firm

JUNE 8, 2023

Realize’s community is somewhat equally divided between individuals managing accounting practices and those overseeing tax practices. TaxTwitter Yes, Twitter is not just for debating with other people about politics, sporting events, and entertainment. They are capping membership at 500 members.

Accounting 52

Accounting Accounting CPA Tax 52

IMA's Count Me

APRIL 26, 2020

I'm your host, Adam Larson, and today you're going to hear how emotional intelligent plays such a key role in the success of management accountants. Mitch spoke with Doug Boyle, the accounting department chair at the University of Scranton about this topic. We bucket everything in these domains. And then practice.

Accounting 40

Accounting Accounting Management Accounting CPA 40

IMA's Count Me

MAY 16, 2021

Tracey is an engaging and energetic financial and accounting executive who serves as the CFO at CVR Energy. With over 25 years of experience across corporate finance, risk management, accounting, IT, and FP&A, she has developed extensive team building and change enablement skills.

Corporate Finance 40

Corporate Finance Computation Accounting Accounting 40

IMA's Count Me

OCTOBER 4, 2020

And what's different about COVID-19 versus many of those short term disruptive events like hurricanes typhoons, earthquakes, even the volcano explosions that that happened to release ash into the atmosphere is that they're usually very localized and they're very limited in duration of immediate impact. So happy to share that story.

Budgeting 40

Budgeting Accounting Accounting Management Accounting 40

IMA's Count Me

MARCH 21, 2021

And basically think of the receipt as information as something like an external event or an externality. So clearly a life-changing and difficult thing to hear and individuals react very differently to the same information or the same events. And an example of that might be for example, hearing a terminal medical diagnosis.

Accounting 40

Accounting Accounting Management Accounting 40

IMA's Count Me

JANUARY 1, 2020

IMA's a podcast about all things affecting the accounting and finance world. Most management accountants can relate to the benefits of having a mentor. Although each organization will have different requirements, you often would need a specific title or expertise to attend the networking events.

CPA 40

CPA Auditing Accounting Accounting 40

IMA's Count Me

OCTOBER 16, 2019

So I would think that would be the first step because maybe based on the feedback they get from employees, you know, who knows, they may incorporate more events, you know, within an organization that would appeal to employees. And it's so far off the Mark from what staff is really looking for.

CPA 40

CPA Accounting Accounting Financial Reporting 40

IMA's Count Me

JANUARY 17, 2021

In our conversation with Mitch, she talks about how management accountants can take an agile approach to finance transformation. To learn more about agile, scrum and project management, keep listening as we head over to their conversation now. there are scrum events. And they also allow for updates quarterly.

Budgeting 40

Budgeting Accounting Accounting Account Reconciliation 40

IMA's Count Me

JULY 31, 2022

Read the report Diversifying Global Accounting Talent: Actionable Solutions for Progress Full Episode Transcript: Adam: (00:05) Welcome back to Count Me In, the podcast that explores the world of business from the management accountant's perspective.

Accounting 40

Accounting Accounting Collections Management Accounting 40

IMA's Count Me

AUGUST 7, 2022

Connect with Rocky: [link] [link] Full Episode Transcript: Adam: (00:05) Welcome back to Count Me In, the podcast that explores the world of business from a management accountant's perspective. Adam: (00:36) Rocky, thank you so much for coming on the podcast. Really appreciate you coming on to share your expertise with us today.

Accounting 40

Accounting Accounting Management Accounting 40

IMA's Count Me

MARCH 6, 2022

International Women's Day is a global holiday celebrated annually on March 8th to commemorate the cultural, political, and socioeconomic achievements of women for IMA and our management, accounting listeners, Margaret Michaels, IMA's Manager of Brand Content and Storytelling speaks with two women about their work in the area of sustainability.

Accounting 40

Accounting Accounting Management Accounting Financial Reporting 40

IMA's Count Me

NOVEMBER 27, 2022

I'm Adam Larson from IMA, or the Institute of Management Accountants. Michael is a seasoned management coach and the co-founder and president of Teape Training International. So that would be the first thing, rather than being blind to the problem. And then I talked about purpose. So people say, "Yes, I know my purpose."

Management Accounting 40

Management Accounting Accounting Accounting 40

IMA's Count Me

JUNE 5, 2022

So I hope that answers a question, Adam, and, you know, and helps management accountants listening to this. How do I manage my team without overdoing it? Michael is a thought leader in people development who enjoys running train-the-trainer events for facilitators globally. I just assumed because everyone went virtual.

Computation 40

Computation Accounting Accounting Management Accounting 40

Future Firm

AUGUST 22, 2022

And beyond that, the additional tabs (which are dependent on the type of task you select) provide even greater control to: Automate completion of the task based on other events occurring in Senta. Set the standard start & due dates. Set dependencies. Only create the task if certain filters apply (which you set in advance).

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

IMA's Count Me

JANUARY 16, 2022

Yes, events happen around us, but how react to them is entirely within our control. I think as Lynda said a little bit earlier, it's really embracing a willingness to take control of our choices, whether they're personal or professional, right? Because at the end of the day, we alone are in control of our lives. Download and listen now!

General Ledger 40

General Ledger Accounting Accounting Management Accounting 40

IMA's Count Me

FEBRUARY 10, 2021

I am Loreal Jiles and I am Director of Research for Digital Technology and Finance Transformation at the Institute of Management Accountants. Today, I am joined by an accomplished executive in the accounting and finance profession, Alan Johnson, who is currently President of IFAC, the International Federation of Accountants.

Accounting 40

Accounting Accounting Management Accounting Auditing 40