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Reliable financial reporting forms the foundation for sustainable growth in any small to medium-sized business. Inadequate financial oversight exposes organizations to regulatory noncompliance, cash flow challenges, and missed avenues for strategic advancement. The expertise of a controller is indispensable in addressing these critical areas.
For small businesses, we know that efficient, accurate, and seamless workflows are non-negotiable — especially when it comes to making payments. After all, paying bills and managing cash flow are two crucial tasks, and when managed effectively hand-in-hand, small businesses thrive. But these tasks shouldn’t be a manual headache. We also know that more than 70% of US SMBs place a high importance on having their accounting and accounts payable software tightly integrated, but only a small mi
The Leadership Challenge Behind AP Automation While the market frequently focuses on the capabilities of AP automation platforms, far less attention is given to the realities of managing the people expected to use them. The 2025 Accounts Payable Leadership Priorities Report underscores a persistent concern among financial leaders: teaching teams how to adapt to new tools often proves more difficult than selecting the tools themselves.
Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te
Watch: Smarter Spending & Budget Control with Advanced AP Automation for Charities Fill in the form to access the on-demand recording of our webinar session looking specifically at how UK Charities are saving time and money with smarter AP automation. Name Work Email Address Job Title Watch the video Watch: Smarter Spending & Budget Control with Advanced AP Automation for Charities The post Empowering Resilience: How Charity Leaders Foster Financial Strength first appeared on Compleat So
Accounting platform Digits announced the launch of Digits Accounting Agents, which CEO Jeff Seibert said can outperform humans in terms of accuracy and speed.
As we move into the summer of 2025, personalized client accounting services are becoming increasingly critical. Clients are no longer satisfied with one-size-fits-all solutions. They demand tailored services that address their specific needs and financial scenarios.
As we move into the summer of 2025, personalized client accounting services are becoming increasingly critical. Clients are no longer satisfied with one-size-fits-all solutions. They demand tailored services that address their specific needs and financial scenarios.
When you work in healthcare, your time is best spent where it matters most: caring for people. But for many healthcare practices, that mission is being held back by outdated systems, manual admin, and time-consuming compliance tasks. Thankfully, automation is changing that. From managing patient bookings and rostering staff to invoicing and reconciling payments, smart digital tools and software are giving healthcare providers the freedom to focus on delivering high-quality care while staying fin
Digits AI-native accounting platform has launched Digits Accounting Agents, embedding AI agents to run entire accounting workflows for firms on its Autonomous General Ledger® (AGL).
This Small Charity Week , we’re shining a light on the heart of our communities: small charities doing extraordinary work, often under extraordinary pressure. They may not always make headlines, but they’re there every day, quietly changing lives in ways that truly matter. Small Charity Week (23–28 June 2025) is a national celebration of the UK’s small-but-mighty charities.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
According to the 2025 Association for Financial Professionals (AFP) Liquidity Survey , 61% of organizations identified safety as their foremost objective for short-term investments, significantly outpacing liquidity (35%) and yield (5%) as priorities. Even so, the emphasis on liquidity increased by five percentage points from the previous year, while the focus on yield remained stable.
Today, I’m excited to share the beta launch of our new navigation and homepage (previously called the dashboard) experience. This goes beyond a fresh new look and a change in name, it’s the new home of all your business key insights and actions. Built for you, with you, this beta is the next step towards a more intuitive and insights-rich Xero. Our goal is simple: empower you to see your business’s true performance at a glance and tackle the most important tasks, quicker.
Let’s face it: managing accounting of your small-to-medium business in-house can be a challenge. You’re juggling endless spreadsheets. Tracking expenses. Meeting tax deadlines. All while trying to actually run your business. But here’s the thing… Outsourcing your accounting isn’t just a convenience anymore — it’s becoming a competitive advantage in 2025.
The role of the Chief Financial Officer (CFO) has expanded far beyond its traditional scope of financial reporting and accounting. Today, CFOs are expected to lead the charge in shaping a company’s financial strategy, fostering innovation, and ensuring long-term growth in a constantly changing environment. With rapid shifts in economic conditions, emerging technologies, and the increasing focus on sustainability, the modern CFO must evolve to meet these challenges head-on.
Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.
The Internal Revenue Service's Criminal Investigation unit has been experiencing ups and downs in recent years due to budget boosts and cuts from Congress.
The Clearing House raised the real-time payments (RTP) transaction limit from $1 million to $10 million in February 2025. Since the increase, Bank of America (BofA) reports that transactions over $1 million now account for more than half the total value of U.S. real-time payments processed for corporate clients. Rival network FedNow raised its own limit from $500,000 to $1 million on June 24, 2025.
Senate Democrats are mounting a last-ditch effort to reshape the Republican tax reconciliation bill using the remaining procedural tools at their disposal as the legislation heads toward a potential floor vote the week of June 23.
Summary In this episode, host David gathers a panel of industry experts to discuss the nuances of pricing and packaging in the accounting sector. The panelists include Mark Stovel, a CPA from Canada who runs a consulting firm for CPA owners and works as a fractional CFO; Luke Templin from Omaha, Nebraska, who operates a fractional CFO business and develops financial software; Ashleigh Sutter, who brings over a decade of experience in Client Accounting Services (CAS) and currently works at CLA; a
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
The role of the CFO has expanded dramatically in recent years, and with it, the expectations for financial leadership. The ability to thrive amidst volatility is a key trait for modern CFOs. In a time of unpredictable global events, a clear and adaptable financial strategy is essential for navigating challenges head-on. CFOs who stay agile can lead their organizations to new opportunities, driving business results through innovation and collaboration.
From a Press Release dated June 11, 2025, Philadelphia, Pennsylvania Matera , a leading financial technology provider, has partnered with Circle , the global issuer of the USDC stablecoin, to integrate stablecoins as a mainstream payment method within core banking systems. This marks the first time a banking technology provider in the region has natively integrated USDC, aiming to bridge digital currencies and traditional financial systems.
What if the very foundation of accounting is broken? In my latest Earmark Podcast episode, I explore this thought-provoking question with Tom Selling, an expert on SEC compliance, GAAP, IFRS, and more. Tom argues that historical cost accounting creates a "truth in labeling problem" that enables management to manipulate the system while overlooking economic reality.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
If you’re leading a firm right now, you’ve likely felt the tension: you want your people in the office. But the talent you’re trying to hire? They still want flexibility. This clash between remote vs onsite accounting jobs has become one of the most challenging issues in today’s hiring landscape. At Accountingfly, this tug-of-war shows up in nearly every client conversation.
Summary In this engaging episode, the panelists Kane, Christine, and Matthew come together for an interactive discussion that prioritizes audience participation. The host emphasizes the value of live questions, encouraging listeners to ask their most pressing inquiries to gain actionable insights. Each panelist introduces themselves, setting the stage for a dynamic exchange of ideas.
The Board fined Deloitte Netherlands, PwC Netherlands and EY Netherlands a total of $8.5 million after finding widespread exam misconduct on internal training tests.
From a Press Release dated June 3, 2025, New York, New York ThetaRay , a global leader in cognitive AI compliance for financial crime, and Spayce , a next-generation cross-border payments platform, have announced a strategic partnership to address evolving financial crime threats and enhance the security of international payments. The collaboration was unveiled at Money 20/20 and comes at a time when financial crime is becoming more sophisticated, with criminal networks operating with the comple
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In our July’s QB Talks, we will examine Aero Workflow, FloQast, Jetpack, Monday.com, Trello, Uku, XBert, and Xenett. I’m happy to have Debra Kilsheimer back with me this month as we review this group of Workflow Apps.
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Many firm owners think that AI and automation are the key to improving their accounting firm's productivity. However, it's not that simple. The post 6 Steps to Improve Accounting Firm Productivity appeared first on Future Firm.
Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives
Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri
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