Accounting Today

JUNE 11, 2024

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

Tax 223

Tax Financial Services 223

Accounting Today

JULY 11, 2023

A financial services company headquartered in Los Angeles has bought a forensic accounting and litigation consulting firm based in Detroit.

Financial Services 189

Financial Services Accounting Accounting 189

AvidXchange

APRIL 18, 2022

To better understand the trends around financial services spending, let’s start with some key data points. In the first quarter of 2020, spending on financial services was 6.4% And this may be a reason why overall spending on financial services has dropped.

Financial Services 52

Financial Services Accounts Payable Accounts Payable AP 52

AvidXchange

JULY 14, 2023

Now, the financial services industry is experiencing consolidation – mergers and acquisitions (M&A) activity is ramping up as financial organizations seek efficient growth. Yet only 30% of them are taking action to improve the skills and adaptability of their employees. Read our free whitepaper.

Financial Services 52

Financial Services AP Accounts Payable Accounts Payable 52

AvidXchange

OCTOBER 20, 2023

As the macroeconomic landscape shifts, the policies governing the financial services industry must adapt accordingly. Many banks and credit unions are implementing data and reporting technologies to ensure regulatory compliance and avert potential penalties and legal actions.

Financial Services 52

Financial Services AP Accounts Payable Accounts Payable 52

AvidXchange

JANUARY 17, 2024

Due to their ability to process vast amounts of data rapidly and accurately, AI applications are particularly well-suited to the financial services industry. Investment Advice Some financial services businesses have leveraged AI to build robo -advisors that deliver automated investment management services for clients.

Financial Services 52

Financial Services Accounts Payable Accounts Payable AP 52

AvidXchange

MAY 30, 2023

With inflation and rising interest rates decreasing demand from borrowers, the financial services industry is navigating uncertainty. as of January 2023, driving employee engagement is more important than ever for financial services leaders.

Financial Services 52

Financial Services AP Invoicing Accounting 52

Accounting Today

MARCH 29, 2024

EY names Americas financial services organization leader; EisnerAmper adds technology and life sciences leaders; and more news from across the profession.

Financial Services 182

Financial Services 182

AvidXchange

JULY 14, 2022

Reuters reports that hiring in financial services has dropped considerably as banks and credit unions continue to struggle to find skilled workers. Why is there a pressing labor shortage in financial services?​ There are multiple reasons for the talent shortage in financial services, a big one being retirement.

Financial Services 52

Financial Services AP Budgeting Accounting 52

Xero

JULY 28, 2022

Financial services at Xero empower small businesses and their advisors to take control of their cash flow and financial future by providing trusted insights and services. In our customer series we highlight small businesses using financial services to make their life easier. .

Bookkeeping 241

Bookkeeping XERO Invoicing Financial Services 241

Intuit

MAY 28, 2024

I’m Michael, a Seasonal TurboTax Live Expert and a full-time owner of a financial services practice. If you have your own financial services business like me, Intuit’s training leads to a win-win-win opportunity.

Tax 264

Tax Bookkeeping Financial Services Accounting 264

Perficient - Accounts Receivable

AUGUST 2, 2017

Good day and greetings from the Financial Services area. Even though I post under the category of Financial Services, I try to find a balance between business sensibilities but also try to inject some personality and perspective.

Financial Services 52

Financial Services Collections Accounts Receivable Accounts Receivable 52

Counto

SEPTEMBER 27, 2024

How Open Banking Is Revolutionising Financial Services for SMEs in Singapore As a small business owner in Singapore, understanding the impact of open banking can unlock new financial opportunities. Open banking is transforming how SMEs access financial services, manage cash flow, and engage with personalised products.

Financial Services 52

Financial Services Bookkeeping Corporation Tax Tax 52

Accounting Today

SEPTEMBER 8, 2023

Indiana CPA Society adds five to board of directors; Eide Bailly Financial Services becomes Eide Bailly Wealth; and more news from across the profession.

CPA 189

CPA Financial Services 189

Intuit

JUNE 16, 2023

Winning new customers : Expanding the CDR could facilitate better credit assessments and alternative payment methods in the financial services sector. There is additional potential to help small businesses by integrating customer relationship management (CRM) data with other software.

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Data Entry Financial Services Invoicing Tax 246

Accounting Today

OCTOBER 20, 2023

Collins is "not a fit and proper person to provide financial services" and it is in the public interest for him to be barred from working in the sector, the Australian Securities and Investments Commission said in a statement.

Financial Services 182

Financial Services Tax 182

AvidXchange

FEBRUARY 11, 2022

We’re taking a look at the current state of AP in banks and how key financial services industry trends are predicted to impact the way they manage their invoicing and payments to better serve their business in 2022 and beyond. Explore AvidSuite for Financial Services: Your end-to-end purchase to pay solution 3.

Financial Services 52

Financial Services Accounts Payable Accounts Payable AP 52

Xero

APRIL 12, 2023

The world of embedded finance is evolving quickly, so it’s important that you understand embedded finance and feel ready to embrace new financial services on offer. Are you ready to embrace embedded finance? Buy now, pay later options are really just the tip of the iceberg.

XERO 302

XERO Invoicing Financial Services Accounting Software 302

SAP Accounts Payable

DECEMBER 10, 2019

New artificial intelligence technologies are in the process of fundamentally transforming the financial services market. AI is truly disrupting the sector with “ frontrunner financial services firms achieving companywide revenue growth of 19% directly attributable to their AI initiatives ”. By Ivona Crnoja and Nik Sacher.

Financial Services 52

Financial Services Accounts Payable Accounts Payable Computation 52

Xero

APRIL 27, 2023

The winners are: UK Partner Awards Sole Practitioner of the Year – Adams O’Rourke Accountants Small Firm of the Year – Tennick Accountants Mid-size Firm of the Year – Sempar Accountancy and Tax Large Firm of the Year – Accounts and Legal National Firm – Azets Bookkeeping Partner of the Year – Fresh Financials (..)

XERO 257

XERO Bookkeeping Account Bookkeeping Financial Services 257

Counto

MARCH 6, 2025

As of 1 January 2025, the minimum qualifying salaries for foreign applicants are: All Sectors (except Financial Services): A fixed monthly salary starting from S$5,600, increasing progressively with age, up to S$10,700 at age 45 and above. Financial Services Sector: At least S$3,800 per month.

Payroll 52

Payroll Financial Services Deposits Tax 52

Xero

JULY 18, 2022

Financial Services App of the Year. Small Business of the Year. Emerging Small Business of the Year. Sole Trader of the Year. For app partners , there are a number to choose from: Emerging App of the Year. Small Business App of the Year. Practice App of the Year.

XERO 263

XERO Bookkeeping Financial Services Accounting 263

Accounting Today

MARCH 12, 2024

But drew broad opposition from the financial services industry. The agency had intended to block access to tax data by most lenders on June 30 as part of a policy change that sought to protect taxpayer privacy.

Tax 150

Tax Financial Services 150

Accounting Today

FEBRUARY 11, 2025

A recent poll found that 70% of financial services professionals, including accountants, say they regret at least one business software purchase made in the past year.

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Financial Services Accounting Accounting Accounting Software 130

Intuit

MARCH 15, 2023

Beyond the four walls of our enterprise, we are committed to scaling our efforts across the communities we serve, and we continue to work closely with partners in the fields of education, financial services, and small business to further meaningful climate action.

Financial Services 246

Financial Services Collections 246

Jetpack Workflow

DECEMBER 12, 2024

Guest Bio Rory Henry is a distinguished certified financial planner and behavioral financial advisor, renowned for his innovative approach to wealth management and his commitment to integrating financial services for a holistic client experience.

Tax 59

Tax Financial Services Billing Accounting 59

Cloud Accounting Podcast

SEPTEMBER 19, 2019

Sponsor Podchaser: [link] Show Notes 01:41 – General Counsel Slavkin describes Cachet Financial Services as a sort of third-party vendor for payroll processing companies. 16:21 – Lesson learned: ABC - Always Be Cautious. Times Union 33:30 – Was this a crime of desperation, or a crime of greed? We appreciate you!

Financial Services 40

Financial Services Deposits Payroll Accounting 40

Xero

FEBRUARY 15, 2023

We’ve seen a radical transformation in financial services over the past decade, largely driven by demand for fast, simple access to financial products inside the platforms and tools you already use, with access to funds and functionality instantly and digitally being a main driver.

XERO 266

XERO Collections Financial Services Invoicing 266

Insightful Accountant

APRIL 30, 2024

Docyt and x·quic have partnered to deliver bundled financial services for hotel owners and franchisees.

Financial Services 105

Financial Services 105

Xero

APRIL 16, 2023

With an ecosystem of more than 1,000 connected apps you can plug into Xero, they can help manage everything from automated invoicing and reporting, through to cash flow forecasting and financial services. We’ve rounded up just a few useful apps that we think can help take your business to the next level.

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XERO Purchase Order Data Entry Payroll 232

Fit Small Business

FEBRUARY 12, 2025

This concept integrates financial services into websites and apps you already use, making banking easier and more convenient. Invisible banking is a relatively new concept with the goal of making banking a seamless and natural part of everyday life without ever physically visiting a branch. The post What Is Invisible Banking?

Financial Services 52

Financial Services 52

Ace Cloud Hosting

JANUARY 1, 2025

In the ever-evolving world of accounting and financial services, staying inspired and innovative is essential. Professionals often find motivation from peers, mentors, and thought leaders who push boundaries and redefine.

Financial Services 98

Financial Services Accounting Accounting 98

Xero

SEPTEMBER 27, 2022

Asia’s leading financial services group,DBS bank was Xero’s first banking partner in Singapore to offer API integrated bank feeds, which gives small businesses greater visibility and control over their finances with automatic bank updates. Here are a few that you can expect to meet.

XERO 218

XERO Payroll Purchase Order Accounts Payable 218

Xero

SEPTEMBER 8, 2022

Ian Boyd, EGM – Global Partnerships, was joined on stage by Leigh O’Neill, EGM – Financial Services, and Patrick Frigo, Partnerships Director AU/NZ – Ecosystem and App Store, to discuss our partner community, which is the lifeblood of the Xero platform, and how we’re working together with our partners to build for the future.

XERO 245

XERO Bookkeeping Payroll Computation 245

Sage Intacct

JANUARY 9, 2023

Recently, I sat in on a financial-services session at our annual Sage Transform conference for Sage Intacct customers and partners. The session focused on family offices and one of the panelists, a CFO at a firm with dozens of multiple entities, described her journey building the firm’s financial tech stack.

Financial Services 111

Financial Services 111

Tipalti

JUNE 27, 2023

When it comes to making global payments, you need a financial services company that will meet the organization's needs. Here we compare Payoneer vs PayPal and consider which one of these payment options might work best for you.

Financial Services 97

Financial Services 97

Intuit

OCTOBER 23, 2024

At Intuit Academy , we offer a free pathway for people interested in a career as a financial services professional to learn about federal tax returns and become eligible to apply to an entry-level Tax Specialist role. This pathway requires no prior professional experience in tax preparation.

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Tax Computation Customer Service QuickBooks 246