Trade Credit & Liquidity Management

JULY 24, 2025

Credit professionals operate at the nexus of financial stability, revenue growth, and organizational risk, playing a mission-critical role that is often undervalued outside their immediate function. Every decision made by credit has cascading effects across the enterprise: approving credit terms fuels sales and drives cash flow, revenue, and from a lender’s point of view, a company’s borrowing rate and capacity.

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Accounting Today

JULY 24, 2025

The examples show how companies can improve the reporting of uncertainties in their financial statements using climate-related examples as practical illustrations.

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Accounting Today

JULY 23, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

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oAppsNet

JULY 17, 2025

In a volatile economic environment where uncertainty has become the norm, one constant remains: businesses can’t afford to be blindsided by unpaid debts. That’s why modernizing credit risk management is no longer optional—it’s essential for sustainable growth, operational resilience, and financial risk mitigation. Credit risk management—the process of identifying, assessing, and mitigating the risk of financial loss due to a counterparty’s failure to meet obligations—is foundational to protectin

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Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

Budgeting

CapActix

JULY 18, 2025

Ecommerce businesses grow fast, scale quickly, and operate across many borders. But with that growth comes a complex financial reality, especially when the tax season rolls around. From multi-channel income to sales tax tracking, the pressure to get your numbers right builds quickly. Many ecommerce owners feel overwhelmed by tax season. They struggle with disorganized sales reports, inconsistent expense tracking, and unclear filing deadlines.

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AvidXchange

JULY 19, 2025

The pandemic-induced inflation of 2021 was supposed to be temporary. But years later, the Federal Reserve’s 2% target inflation rate still feels out of reach, and the cost of doing business keeps rising. This is a daily operational challenge for finance leaders. How do you plan, budget, and make confident decisions when prices won’t sit still? That question was front and center in a r ecent webinar featuring economist Anirban Basu, AvidXchange’s VP of Product Marketing Nicole Granucci, and A

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Invoicing AP Budgeting Tax 52

Accounting Today

JULY 22, 2025

House Republicans released a spending proposal that threatens to withhold funding from the Financial Accounting Standards Board unless it withdraws its income tax reporting standard.

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Financial Accounting Tax Accounting Accounting 297

oAppsNet

JULY 22, 2025

In the ever-competitive landscape of modern finance, optimizing supplier payments isn’t just about cutting costs—it’s about unlocking strategic value. One of the most potent tools CFOs can leverage to do just that? Dynamic discounting. As finance teams face mounting pressure to increase efficiency and liquidity without compromising supplier relationships, dynamic discounting is becoming a high-impact lever.

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Accounting Department

JULY 17, 2025

Assess key metrics, forecast cash flow, and ensure tax readiness with expert outsourced accounting services.

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Nanonets

JULY 17, 2025

By 2030, the CIO will be the power center of the c-suite.  In less than a decade, CIOs at Fortune 100 companies are on track to control more than 50% of investments - a massive shift from just 24% in 2018. That’s not a typo. CIOs are no longer just IT stewards. They’re investment strategists. And increasingly, the architects of growth.

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Trade Credit & Liquidity Management

JULY 23, 2025

From a Press Release dated July 21, 2025, Reston, Virginia In the second quarter of 2025, the ACH Network experienced robust growth, driven largely by the continued expansion of Same Day ACH. The network processed 8.7 billion payments totaling $23.3 trillion, reflecting increases of 5% in volume and 7.9% in value compared to Q2 2024. Same Day ACH , in particular, saw strong year-over-year performance, and its usage continues to rise across sectors, including consumer, business, government, and h

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Jetpack Workflow

JULY 17, 2025

Podcast Summary In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Ben Taylor , CEO of SoftLedger. They discuss Ben’s journey from being a practicing CPA for over ten years to becoming a software entrepreneur. The conversation highlights a growing trend among CPAs transitioning into technology companies, with examples of others in the industry, such as Jackie Meyer and Kelly Mann, who have made similar shifts.

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Insightful Accountant

JULY 17, 2025

Xero, a global small business platform, has just announced a strategic partnership with Plaid, a leading financial data network, to eventually triple the number of high-quality bank feeds available to customers in the United States.

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CapActix

JULY 23, 2025

When it comes to real estate investing, few tax strategies offer as much value as the 1031 Like-Kind Exchange. Popular among savvy investors, this provision in the U.S. tax code allows for the deferral of capital gains taxes when one investment property is exchanged for another of a similar kind. But to fully leverage this opportunity, it’s essential to understand the rules, deadlines, and benefits associated with it.

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Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

Trade Credit & Liquidity Management

JULY 17, 2025

In this podcast, Bob Shultz, Trade Credit & Liquidity Management’s Publisher, interviews Mark Ramseyer , the Program Director of UCLA Extension ’s Business and Finance programs. These courses are designed for working professionals looking to advance in credit, treasury, and finance functions. They are focused on practical, industry-relevant education, offering certificate programs, certifications (CPA, CFP, Enrolled Agent), and specialized training in areas such as accounting, in

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Financial Analysis Financial Statements CPA Auditing 52

Accounting Today

JULY 18, 2025

Author Login Subscribe ACCOUNTING Accounting Accounting standards International accounting ESG CAS Accounting Accounting standards International accounting ESG CAS TAX Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes Tax Tax preparation IRS Tax Planning Corporate taxes Tax fraud Tax Legislation International taxes AUDIT Audit Audit standards PCAOB SEC Audit Audit standards PCAOB SEC PRACTICE MANAGEMENT Practice management Recruiting Retention Acc

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Corporation Tax Auditing Tax XERO 162

Blake Oliver

JULY 20, 2025

Xero announced a partnership with Plaid that will triple the number of bank feeds available to US small businesses. This is huge for companies using community banks and credit unions who've struggled with reliable data connections. The rollout starts late 2025 and will give businesses access to over 1,000 secure, direct bank connections through Plaid's network.

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Outsourced Bookeeping

JULY 24, 2025

Keeping accurate business records is important for the success of a company. Although accounting is an important function, avoiding it casually can have a negative impact on the business in the long term. When you start your company, you can handle bookkeeping and accounting by yourself. However, when the business scales up, it becomes very difficult to manage everything.

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Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

AP

LedgerDocs

JULY 17, 2025

In this comprehensive guide, we will walk you through the process of using LedgerDocs tools to generate your own business bank statements. We will cover everything from the basics of what a bank statement is, to why you might need to create one, and how you can do it yourself for. By the end of this guide, you will have the knowledge and tools necessary to create professional and accurate bank statements that can aid in your business’s financial management.

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Trade Credit & Liquidity Management

JULY 21, 2025

A strong Trade Credit Agreement is essential for the protection of your company and to clarify the expectations of both parties. If everything goes well, once the Agreement is signed, both parties will begin a long and profitable business relationship. Unfortunately, in many situations, the best day of a business relationship is the day the Agreement was signed.

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Accounting Today

JULY 18, 2025

Amid cost pressures, more than a third of finance leaders have paused at least some capital spending and cut costs in virtually all areas except for AI.

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Fit Small Business

JULY 21, 2025

QuickBooks Online remains the leading choice for small business accounting software across the US. As technology continues to evolve rapidly, Intuit consistently enhances QuickBooks Online to serve its diverse customer base better. TL;DR for smart business owners: Here’s what you need to know about the newest QuickBooks Online features that can actually make a difference.

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QuickBooks Small Business Accounting Accounting Software Accounting 40

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

Budgeting

Cloud Accounting Podcast

JULY 17, 2025

Why is AI failing at basic accounting tasks while claiming to outsmart PhD students? Blake and David dive into the stark reality of AI implementation in accounting, from Ramp's promising new expense management agents to QuickBooks' baffling suggestion to credit and debit the same account. You'll discover the critical security vulnerabilities in AI systems and learn why clients are increasingly using AI to fact-check their accountants' advice.

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Insightful Accountant

JULY 23, 2025

Thomson Reuters just launched two AI-powered solutions that could be game-changers for small tax practices looking to grow their advisory services and streamline their workflow.

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Blake Oliver

JULY 17, 2025

PwC bragged about using AI to work faster and eliminate billable hours. Then clients started asking for discounts. "Clients would hear us talking about using AI and say, 'We want our fair share of those efficiencies,'" admits PwC's Chief AI Officer. Now PwC is cutting prices for some services but won't say which clients or how much. The firm is quickly changing its messaging from "AI saves time" to "AI creates value and improves quality.

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Accounting Accounting 52

Accounting Today

JULY 23, 2025

The AICPA & CIMA have published a Business Resilience Toolkit to help leaders and finance professionals cope with economic uncertainty and challenging conditions.

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Accounting Accounting 147

Speaker: Joe Wroblewski, Sales Engineer Manager

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

Tax

finout

JULY 21, 2025

A FinOps Perspective from Asaf Liveanu, CPO at Finout The enterprise embrace of AI today feels like the Wild West—untamed, fast-moving, and filled with promise… and risk. Generative AI tools, LLM APIs, and experimentation are spreading across companies at record pace. But with that speed comes chaos: engineering teams spinning up OpenAI keys without governance, marketing testing prompts through shadow accounts, and finance teams blindsided by token-based billing spikes they never saw coming.

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Cloud Accounting Podcast

JULY 23, 2025

What happens when a $2 trillion cryptocurrency market suddenly requires monthly audits? Blake and David break down the Genius Act, the new federal stablecoin legislation that just created a massive opportunity for auditors—but also potentially recreated the chaotic "wildcat banking" era of the 1800s. You'll learn why every stablecoin issuer now needs monthly attestation reports and annual audits, creating hundreds of new recurring revenue streams for accounting firms willing to take on the risk.

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Insightful Accountant

JULY 17, 2025

Feeling the pressure to grow your practice? You're not alone. With nearly 34 million small businesses in the US and growing competition among accounting firms, many practitioners are turning to paid advertising as their growth solution.

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Accounting Accounting 52

Blake Oliver

JULY 21, 2025

CPA firms are cutting jobs while raising wages at the same time. Total employment in accounting and tax services dropped by 9,200 jobs in the past year, but average hourly pay jumped 6.1% to $43.88. The biggest cuts hit entry-level staff as AI and offshore teams in India now handle basic bookkeeping, reconciliations, and tax prep work. This looks like a permanent shift, not a temporary adjustment.

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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

Accounting