Accounting Today

NOVEMBER 16, 2023

Truncale most recently was the regional managing partner for EY's financial services organization in the Americas, which includes 14,000 professionals.

Financial Services 300

Financial Services Accounting Accounting 300

Nolan Accounting Center

JUNE 15, 2025

And central to accurate bookkeeping is the concept of double-entry accounting, where debit and credit entries are used to record all transactions. Keeping the financial records of every business in order requires tracking all the money flowing in and out of the company. These include inventory, accounts receivable, and cash.

Small Business Accounting 66

Small Business Accounting General Ledger Accounting Accounting 66

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

Accounting Today

JULY 13, 2023

Today's leading cloud service platforms offer a multitude of tools that make it easier to leverage best-in-class technology with minimal IT management.

Financial Services 100

Financial Services Computation 100

Intuit

APRIL 21, 2025

What is a certified public accountant (CPA)? Two of the most recognized in the finance world are enrolled agents (EAs) and certified public accountants (CPAs). Two of the most recognized in the finance world are enrolled agents (EAs) and certified public accountants (CPAs). What is a certified public accountant (CPA)?

CPA 130

CPA Collections Auditing Tax 130

Intuit

APRIL 29, 2025

Whether you hope to join an accounting firm or strike out on your own, knowing the path to certification is the first step to becoming a tax preparer. Do you have to be a Chartered Professional Accountant (CPA) to be a tax preparer in Canada? Thats where this guide comes in. No, you dont need to become a CPA to be a tax preparer.

Tax 130

Tax CPA Financial Services Financial Analysis 130

Intuit

APRIL 25, 2025

For financial professionals, this distinction matters. It can shape your accounting career path, client relationships, and firm growth. Lets break down key differences, when businesses need them, and how accounting firms use both to stay ahead. For accountants, choosing an advisory vs. consulting path isnt just about titles.

Auditing 130

Auditing Accounting Software Tax CPA 130

Xero

APRIL 27, 2023

It’s a chance for us to show our appreciation and admiration to the many incredible accounting, bookkeeping, and app partners in our community. This year’s awards evening, which took place at Ministry Venues, Elephant & Castle, showcased the achievements of the “rockstars” of the accounting world.

XERO 264

XERO Bookkeeping Account Bookkeeping Financial Services 264

accountingfly

APRIL 3, 2025

Top Remote Tax and Accounting Candidates This Week Are you in need of remote accountants? Our ‘ Always-On Recruiting ‘ program allows you to connect with highly skilled and experienced remote tax and accounting candidates without any upfront costs. Accountingfly can assist you!

Auditing 59

Auditing Tax AR / AP AR 59

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 246

Bookkeeping XERO Invoicing Financial Services 246

Nolan Accounting Center

JUNE 15, 2025

And central to accurate bookkeeping is the concept of double-entry accounting, where debit and credit entries are used to record all transactions. Keeping the financial records of every business in order requires tracking all the money flowing in and out of the company. These include inventory, accounts receivable, and cash.

General Ledger 52

General Ledger Small Business Accounting Accounting Accounting 52

Intuit

MAY 28, 2024

I’m Michael, a Seasonal TurboTax Live Expert and a full-time owner of a financial services practice. Life threw me a curve ball, but Intuit gave me options I worked for ten years in an accounting position for a hospital. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights.

Tax 264

Tax Bookkeeping Financial Services Accounting 264

Intuit

JUNE 16, 2023

Winning new customers : Expanding the CDR could facilitate better credit assessments and alternative payment methods in the financial services sector. This could also improve the accounting process through less manual data entry for tasks such as tax calculations.

Data Entry 246

Data Entry Financial Services Invoicing Tax 246

Accounting Today

JUNE 5, 2025

Trifilo worked in compliance for several large accounting and finance firms and recently was managing director at a tax firm where he specialized in transaction structuring and advisory service, tax compliance and tax due diligence. All rights reserved.

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

Xero

APRIL 12, 2023

You and your customers can inadvertently sign up for multiple buy now, pay later options, cards and accounts — some of which can be forgotten and left unpaid. 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.

XERO 312

XERO Invoicing Financial Services Accounting Software 312

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

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 224

Tax Financial Services 224

Xero

JULY 18, 2022

From the local store that’s pivoted online and gone global to the accounting firm that’s embraced flexible working to attract talent, countless success stories have emerged since the pandemic’s arrival. For advisors , these include: Accounting Partner of the Year. Financial Services App of the Year.

XERO 278

XERO Bookkeeping Financial Services Accounting 278

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

Xero

JUNE 1, 2022

We recently hosted our US Xero Partner Advisory Council (XPAC) meeting in Denver to hear from our valued accounting and bookkeeping partners about what matters most to them. Our XPAC members provide crucial insights and advice, and help inform us on the issues and challenges they’re seeing in the accounting industry.

XERO 246

XERO Bookkeeping Reconciling CPA 246

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. Many accounting teams are evaluating systems, choosing the best one and re-training employees. Read our free whitepaper.

Financial Services 52

Financial Services AP Accounts Payable Accounts Payable 52

Accounting Today

APRIL 21, 2025

The financial services firm that caters to doctors, dentists, veterinarians and podiatrists has acquired a tax and accounting firm in California.

Financial Services 148

Financial Services Tax Accounting Accounting 148

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

FEBRUARY 11, 2022

Banks’ accounts payable (AP) departments are starting to look a lot different. 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.

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. Dawn Palmer, Accounting Supervisor, Brazos Valley Schools Credit Union 3.

Financial Services 52

Financial Services AP Invoicing Accounting 52

accountingfly

JULY 18, 2024

Top Remote Accounting Candidates This Week Looking for remote accountants? With our ‘ Always-On Recruiting ‘ program, you can access highly skilled and experienced remote accounting candidates with no upfront cost. These are just a few of our top remote accounting candidates this week. Accountingfly can help!

CPA 121

CPA Accounting Accounting Payroll 121

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

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

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. I sincerely hope your month of August, like mine, has started off on a positive note.

Financial Services 52

Financial Services Collections Account Receivables Accounts Receivable 52

accountingfly

OCTOBER 24, 2024

Top Remote Candidates This Week Are you in need of remote accountants? Our ‘ Always-On Recruiting ‘ program allows you to connect with highly skilled and experienced remote accounting candidates without any upfront costs. Here are some of our top remote accounting candidates for this week.

CPA 113

CPA Accounting Accounting XERO 113

accountingfly

JANUARY 9, 2025

Top Remote Candidates This Week Are you in need of remote accountants? Our ‘ Always-On Recruiting ‘ program allows you to connect with highly skilled and experienced remote accounting candidates without any upfront costs. Here are some of this week’s top remote tax and accounting candidates.

Accounting 52

Accounting Accounting CPA Payroll 52

Jetpack Workflow

DECEMBER 12, 2024

Rory, who is also the director Arrowroot Family Office , co-founder of AFO Wealth Management Forward, and author of the upcoming book, “ Holistic Guide to Wealth Management ,” discusses the evolving landscape of wealth management and its critical intersection with accounting and tax professionals.

Tax 59

Tax Financial Services Billing Accounting 59

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 190

CPA Financial Services 190

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. Bluesheets. Register here.

XERO 243

XERO Payroll Purchase Order Accounts Payable 243

Trade Credit & Liquidity Management

APRIL 29, 2025

By bypassing facial recognition or liveness detection systems, fraudsters can open new accounts, apply for credit, or take over existing accounts of a company unprepared for the risks. Phishing emails bring the additional risk of exposing a company’s system to hacking, ransomware, or costly viruses.

Financial Services 52

Financial Services Purchase Order Accounting Accounting 52

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.

Financial Services 130

Financial Services Accounting Accounting Accounting Software 130

Jetpack Workflow

DECEMBER 9, 2024

They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoffs ethos is rooted in the idea that accounting professionals should embrace their roles as business owners and strategic thinkers.

Accounting 59

Accounting Accounting Payroll Tax 59