Cloud Accounting Podcast

MARCH 21, 2024

Rounding out the episode, they answer listener questions and comments on topics including the psychological challenges of CPA firm employment, NASBA's lack of customer service, and the high fees for taking the CPA exam internationally. Let the listeners of The Accounting Podcast know by running a classified ad.

CPA 53

CPA Billing Customer Service Collections 53

Analytix Finance & Accounting

JULY 18, 2023

Solution: To overcome this challenge, CPA firms can adopt the following practices: Continuous learning: Encourage and support professional development activities, such as attending conferences, webinars, and training programs, to stay updated on changes in regulations, tax laws, and accounting standards.

CPA 52

CPA Customer Service Bookkeeping Services Tax 52

Billing Platform

NOVEMBER 15, 2023

2) Affordability Even if you have the best products/services on the market, if your target market can’t afford them or believe they are overpriced, you’re risking customer dissatisfaction and churn, which can result in poor customer satisfaction scores (CSAT) or net promoter scores (NPS).

Billing 98

Billing Collections Customer Service Invoicing 98

SSI Healthcare Rev Cycle Solutions

NOVEMBER 9, 2023

Jennifer Ruda from Augusta Medical fondly recalls her interactions with SSI, highlighting the ease of the system and standout customer service. For Jennifer, it wasn’t just about processing claims but the human interactions that made her feel valued.

Revenue Cycle 52

Revenue Cycle Revenue Cycle Management AR Billing 52

SSI Healthcare Rev Cycle Solutions

NOVEMBER 9, 2023

Jennifer Ruda, from Augusta Medical , fondly recalls her interactions with SSI, highlighting the ease of the system and standout customer service. SSI: A Testament to Human-led Tech What sets SSI apart in the crowded RCM marketplace isn’t just our state-of-the-art technology, but our commitment to personal touch.

Revenue Cycle 52

Revenue Cycle Revenue Cycle Management Billing Customer Service 52

SSI Healthcare Rev Cycle Solutions

OCTOBER 30, 2023

This high-touch, tenure-rich approach is underscored by testimonials from partners who’ve seen firsthand the difference SSI brings: Jennifer Ruda, from Augusta Medical, highlights the ease of the system and the standout customer service, recalling personalized interactions that made her feel valued. “I

Revenue Cycle Management 52

Revenue Cycle Management Revenue Cycle Billing Customer Service 52

AvidXchange

DECEMBER 17, 2021

Reason 3: Increased efficiency It should go without saying, but being able to approve and check statuses of invoices and send electronic payments remotely leads to higher productivity, better customer service and more efficiencies throughout your business.

AP 52

AP Invoicing Accounts Payable Accounts Payable 52

CapActix

MARCH 23, 2023

Excellent Customer Service The new technologies help companies automate repetitive tasks that bring efficiency to routine work. To keep informed on the most recent accounting practises and technology, this may entail participating in conferences, webinars, or seminars. But why is there a need to embrace these new trends?

Accounting 98

Accounting Accounting CPA Accounting Software 98

Trade Credit & Liquidity Management

APRIL 2, 2025

A webinar or online course is often enough to bring them up to speed. This will necessarily include sales and customer service, the C-Suite, shipping/logistics, order fulfillment/manufacturing, and of course your customers and your staff. Many times, you will be able to find an outside source to do the training.

Financial Analysis 52

Financial Analysis Customer Service Accounting Accounting 52

SSI Healthcare Rev Cycle Solutions

SEPTEMBER 25, 2023

” These providers seek a clearinghouse that is more than just a solution but rather a strategic partner that brings a high-quality product, exceptional customer service, comprehensive features, and seamless integrations, all at a competitive price.

Revenue Cycle 59

Revenue Cycle Revenue Cycle Management Billing Reconciling 59

Nanonets

DECEMBER 11, 2023

With special user training materials, webinars, and detailed documentation, Rossum is an invoicing processing software that makes change management easier than ever. Pros Stampli’s customer service team is easy to reach and responds to tickets quickly.

Invoice Processing 52

Invoice Processing Invoicing AP Accounts Payable 52

Nanonets

DECEMBER 11, 2023

Workflow Example: A potential lead interacts with a webinar hosted by the company. Post-webinar, their engagement and queries are analyzed for urgency and need based on the interaction. Their role and company are checked for authority and budget, typically done manually or via a lead enrichment tool.

QuickBooks 52

QuickBooks Budgeting Invoicing Purchase Order 52

SSI Healthcare Rev Cycle Solutions

SEPTEMBER 25, 2023

” These providers seek a clearinghouse that is more than just a solution but rather a strategic partner that brings a high-quality product, exceptional customer service, comprehensive features, and seamless integrations, all at a competitive price.

Revenue Cycle 52

Revenue Cycle Revenue Cycle Management Billing AR 52

Nanonets

DECEMBER 18, 2023

Link it up with your CRM to keep track of customer interactions. Sync it with your e-commerce platform for seamless customer service. “Was our service up to the mark?” ” Event Invites and Updates : Hosting a webinar? We will learn how to do this in later sections using workflow automation.

QuickBooks 52

QuickBooks Invoicing Customer Service Purchase Order 52

Nanonets

DECEMBER 12, 2023

How it works - A lead takes part in a webinar. Notification – Slack : Finally, the responsible support team or individual is notified through Slack with a message containing the ticket details, customer history, and suggested solutions, prompting a swift and informed response.

Budgeting 52

Budgeting QuickBooks Invoicing Collections 52

IMA's Count Me

SEPTEMBER 4, 2019

Every conference that I go to, every article that I read, every, every book I pick up, podcast, a webinar, all the rest -- This, this whole conversation on all of these tools, right, are just that tools, right? And it's up to us to be able to understand those tools.

Accounting 40

Accounting Accounting Corporate Finance CPA 40

Nanonets

DECEMBER 15, 2023

Examples of Successful Qualification Criteria in Various Sectors: Technology Sector : A tech company might focus on leads that have a certain level of technical expertise, have interacted with tech webinars or whitepapers, and belong to industries that commonly use their products.

Budgeting 52

Budgeting QuickBooks Invoicing Collections 52

Accounting Today

JUNE 25, 2025

EDT 3 Min Read Facebook Twitter LinkedIn Email One of the most successful filing seasons in recent memory" still had a few potholes — and cutbacks at the Internal Revenue Service portend tougher seasons ahead, according to the latest report to Congress by the National Taxpayer Advocate Erin Collins.

Corporation Tax 173

Corporation Tax Auditing Tax Accounting Software 173

Cloud Accounting Podcast

FEBRUARY 29, 2024

They also examine how AI-powered help desks and customer service are improving efficiency by 10-20%, and look at some alternatives to the pesky 150-hour rule. They also examine how AI-powered help desks and customer service are improving efficiency by 10-20%, and look at some alternatives to the pesky 150-hour rule.

Customer Service 53

Customer Service Collections CPA Auditing 53

Cloud Accounting Podcast

JULY 28, 2020

I'm constantly seeing it come through my feeds, but I'm also seeing from the AICPA, they've had these webinars, and they're telling people: don't apply for forgiveness yet. They put all of the customer service team under cost of goods sold. They really are. It's all over social media. Wait; just wait; just wait.

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40

Cloud Accounting Podcast

JUNE 28, 2020

So, in February, they laid off 40 of their customer-service people. Now, I don't know if those customer-service people were bookkeepers, or accountants, or what, but they let them go, and they started pivoting to this marketplace. If you're gonna raise money like a tech company, you gotta be a tech company.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40

Cloud Accounting Podcast

APRIL 27, 2020

It kind of is like, "Hey, we know we have not given good customer service, but now we're gonna start. We've improved it, so now, we're giving you more customer service. I think this really rubbed a lot of people the wrong way during this time- David Leary: [00:50:21] I think I saw somebody tweet about it.

Accounting 40

Accounting Accounting Deposits Tax 40