Xero

JANUARY 24, 2023

One of your most important accounting jobs — bank reconciliation — relies heavily on getting accurate banking data into Xero. Yet entering bank transactions manually is often time-consuming and error-prone. Regular bank reconciliation not only saves you time, it also gives you a wealth of insights at your fingertips. You can spot cash flow trends, identify areas of opportunity, and better understand your financial situation.

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XERO Bank Reconciliation Reconciling Bookkeeping 278

Insightful Accountant

JANUARY 24, 2023

Digital strategist Lisa Apolinski breaks down the most important factors your firm's website needs to create a memorable digital experience for your clients.

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Sage Intacct

JANUARY 24, 2023

The finance team of today looks incredibly different than its counterparts did five years ago. Modern CFOs and other finance leaders are expected to play a much more active strategic role in their companies than they once did.

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Insightful Accountant

JANUARY 24, 2023

Intuit has added the QuickBooks ProAdvisor 2023 Desktop Certifications to the QuickBooks Online-Accountant ProAdvisor Training Portal within the last week or so. The related courses and exams are now live.

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Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. But 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. 🗻 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 higher you go, the more your effectiveness depends on how you connect, adapt, and communicate.

Accounting

CapActix

JANUARY 24, 2023

CPA and Accounting Firms have started turning down tax preparation work due to labor shortages. There is a severe lack of accounting and tax professionals in the market. The reason is that they do not intend to compromise on the quality of their work as they want to hold on to their really good clients. To be able to identify possible deductions and benefits or any other red flags, the tax preparer and the reviewer have to be able to give enough time.

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Tax CPA Computation Accounting 52

AvidXchange

JANUARY 24, 2023

Accounts payable (AP) reporting allows companies to track and report business expenses and maintain accurate financial records. An analytics tool can also help companies find ways to cut costs by identifying spending patterns and gaining awareness of the average time and cost to process and pay each invoice. In a recent AvidXchange survey, 70% of respondents said their finance department is tasked with producing more detailed reporting and analysis in 2023, while 61% indicated their finance team

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Accounts Payable Accounts Payable AP Invoicing 52

AWS FinOps

JANUARY 24, 2023

A vital element of proactive cost optimization is empowering engineering teams, since they are owners of the AWS resources and services deployed. This is one of our customers’ biggest cloud financial management challenges, echoed by the State of FinOps 2022 survey for the past 2 years, and by IT leaders who ask us, “How can get our engineers to take a more active role in cost optimization?

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FinOps FinOps Cloud FinOps Budgeting 52

Insightful Accountant

JANUARY 24, 2023

Check out the automated sales tax solution for today's brick and mortar merchants.

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QuickBooks Tax 52

Gaviti

JANUARY 24, 2023

Gaviti is excited to announce the release of a brand new update, packed with new features and improvements designed to help our users better manage their accounts and improve their collections efforts. With this update, we’ve added new insights, enhanced the AR team screen, added partial payment functionality, and introduced a host of new metrics to the dashboard.

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AR Collections Invoicing Accounts Receivable 52

Insightful Accountant

JANUARY 24, 2023

See how the Marcus Buckingham Co.'s assessment can help you better prepare and manage your energy for the grueling tax season ahead. Sign up for the ADP webinar here.

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Tax 52

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.

Gaviti

JANUARY 24, 2023

At Gaviti we are always looking for ways to improve our platform and provide our users with the tools they need to manage their accounts and optimize their collections efforts. That’s why we are excited to announce the addition of several new metrics to the collections dashboard. For a review of all our new features please read this post. In this post we will go in depth into all the additions to our A/R collections dashboard BPDSO (Best Possible Days Sales Outstanding) First up is the BPD

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Collections Accounts Receivable Accounts Receivable Account Receivables 52

Insightful Accountant

JANUARY 24, 2023

In this companion article to today's headline, we wanted to tell you we're sorry we somehow let this feature slip by and not get published a while back.

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NACM

JANUARY 24, 2023

As I continue along in my Business Credit Principles journey, the concepts are starting to stick. Each concept directly or indirectly ties into the bigger picture of B2B credit. As I approach the halfway mark of the course, I am diving into the legal side of credit along with the historical context of how and when certain laws were formed.I've noti.

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AvidXchange

JANUARY 24, 2023

In the first episode of the “Net 30” podcast by the AvidXchange Podcast Network , host Chris Elmore sat down with Rhonda Greene and Gary Larson to discuss the future of accounts payable (AP). Using more than 50 combined years of accounts payable experience, Elmore, Greene and Larson covered what we’ve deemed the three main pillars of AP “work” … the workplace, the workload and the workforce that executes the AP function.

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Accounts Payable Accounts Payable AP Accounting 52

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.

Accounting