Mon.Nov 11, 2024

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What tech vendors can learn from CPAs

Accounting Today

In the first two parts of this series (here and here), we explored what accounting firms can learn from accounting technology vendors. The first article discussed how vendor business models can inspire accountants to rethink their approaches to innovation and client experience, and the second article highlighted approaches tech companies use in talent management to attract and retain top talent.

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AWS Doubles Down on Data Granularity and FOCUS for Faster Decision-Making

FinOps Foundation

Key Insight: AWS doubles down on data with commitments to deliver more types of data and finer-grained data for more of the services they offer. Better data, as well as FOCUS, will unlock faster decision-making and more innovation. At FinOps X in San Diego in June 2024, J.R. Storment , Executive Director of the FinOps Foundation, sat down with James Greenfield , VP of AWS Commerce Platform, to ask what he thinks the Future of FinOps will look like.

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4 tax strategies for home improvement projects

Accounting Today

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Tax 264
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Elevate Your Expertise with the Newly Updated ProAdvisor Academy

1st Step Accounting

As a lifelong learner, I pride myself on being up to date on all the latest and greatest tech, and that includes our accounting software. I figured if I’m going to use this software daily, I should know it inside and out. Which led me down the path to becoming a QuickBooks Certified ProAdvisor. I grabbed a few friends, set a goal and took it to the next level by becoming an Advanced Certified ProAdvisor.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

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

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IIA CEO looks ahead as internal audit expands globally

Accounting Today

Anthony Pugliese, president and CEO of the Institute of Internal Auditors, is traveling the world as his organization expands globally.

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What’s new in Xero – November 2024

Xero

Welcome to our monthly roundup of what’s new in Xero. This month, we’re excited to share updates designed to save you time, reduce errors, and give you greater flexibility. From duplicate bill detection to streamlined GST reporting, we’ve been busy making Xero even better. So sit back, and read on to learn how these enhancements can benefit you and your business.

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Salesforce to NetSuite Integration: The Complete Guide

Nanonets

Integrating NetSuite and Salesforce can be a game-changer for organizations, enabling seamless data flow between the two most common mid-market CRM and financial systems. This guide will help you understand how to integrate the two, what the benefits are, and integration methods that make NetSuite and Salesforce a powerful combination. Overview of Salesforce and NetSuite Use Cases Salesforce and NetSuite are the two leading CRM and ERP software solutions for the mid-market.

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The problems PE solves

Accounting Today

Private equity can solve many of a firm's problems -- but not necessarily all, according to Phil Whitman.

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What Is the Difference Between MRR and ARR in SaaS, and How Do You Calculate Them?

Billing Platform

Do you know the definitions of MRR vs. ARR and how to calculate them? These are key metrics for software as a service (SaaS) organizations. Annual recurring revenue (ARR) and monthly recurring revenue (MRR) both address the companys financial performance, however they differ in timeframe, calculation, flexibility, and comparability. Lets start with the ARR definition in SaaS this is a measure of the total value of recurring revenue generated by a SaaS company on an annual basis.

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Art of Accounting: Becoming a thought leader

Accounting Today

The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.

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Live Demo - Supercharge your Month End Close

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

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Nanonets announces strategic partnership with Credex Technology

Nanonets

Nanonets announces a strategic partnership with Credex Technology, a renowned digital transformation consultancy headquartered in San Ramon, California. This collaboration significantly expands both companies' presence across North America, EU & APAC, and bolsters their digital consulting & automation capabilities. The partnership combines Nanonets' state-of-the-art AI and machine learning technology for intelligent document processing with Credex Technology's extensive di

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EY acquires HR tech consultancy Jubilant

Accounting Today

Jubilant specializes in implementing and supporting human capital management, payroll and workforce management systems.

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Top 10 AWS Cost Optimization Best Practices & Why You Need Them

finout

AWS cost optimization involves strategically managing and reducing expenditures on Amazon Web Services without affecting performance or reliability. It helps organizations relying on AWS services to continually evaluate and adjust their resource usage, ensuring they are not overpaying for unnecessary resources or underutilized services. This process extends beyond merely cutting costs; it encompasses using AWS resources efficiently.

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Tomorrow's QB Talks covers Training Strategies

Insightful Accountant

Providing training/education to your clients is a big part of Client Accounting & Advisor Services (CAAS). This month's QB Talks provides strategies for doing so.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

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.

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Symphonic

Tipalti

When they upgraded to Tipalti’s mass payments solution, Symphonic Distribution found that financial operations were no longer an obstacle to scaling the business.

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2025 ProAdvisor Nomination Deadline Approaching

Insightful Accountant

November 19 is the Deadline to nominate a ProAdvisor. There's still time to nominate a deserving U.S. or International ProAdvisor for the 2025 Awards. 15 Nominated ProAdvisors Haven't Started Their Applications, Are You One Of Them???

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Top 5 Alternatives To Libeo

Tipalti

See how Libeo compares to these top 5 alternative solutions for accounts payable automation and outbound payments.

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Building an Organic Marketing Strategy: Your Path to Predictable Growth

Insightful Accountant

As accountants, you’ve likely ridden the referral rollercoaster- the “ups” of several people calling at once and the quieter times where you would love to grow your business but you aren’t sure how.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

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.

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Tipalti vs Medius: Which is the best AP automation tool for you?

Tipalti

Compare Tipalti vs Medius and uncover the best AP automation system for your business. See which has the best features, customer support and pricing.

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The Ultimate Guide to Assessing Table Extraction

Nanonets

Introduction to Table extraction Extracting tables from documents may sound straightforward, but in reality, it is a complex pipeline involving parsing text, recognizing structure, and preserving the precise spatial relationships between cells. Tables carry a wealth of information compacted into a grid of rows and columns, where each cell holds context based on its neighboring cells.

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Trump victory threatens key muni tax break in hunt for revenue

Accounting Today

The tax break offered to municipal bond investors is coming under threat as Republicans are closer to taking control of both the White House and Congress.

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Trump expected to narrow Treasury chief options by week's end

Accounting Today

The group is strategizing on how to pass another sweeping tax bill next year.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

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.

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What Trump means for the future of heat pump and EV incentives

Accounting Today

If your clients thinking of buying an electric car or an energy-saving heat pump eligible for federal tax credits and rebates, now might be the time.

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