Mon.Feb 06, 2023

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In the face of disruption, the advisory industry is stronger than ever

Xero

Over recent years, the world of advisory has experienced a seismic shift. In the face of immense obstacles and equally great learnings, the profession is evolving. Why? Because, more than ever, accountants and bookkeepers are embracing change – and it’s propelling the industry forward. So what led us here? The past few years have seen small businesses lean heavily on their advisors to survive the pandemic’s ripple effects.

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How to Harness the Power of Digital Marketing for Accounting Firms

Plooto

As technology has gotten more advanced and accessible, digital marketing for accounting firms has become one of the best ways to reach and service potential clients. From social media to podcasting, online marketing offers an effective way for accounting firms to build brand awareness and increase their visibility across multiple channels.

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Now You Have Only One Excuse

Insightful Accountant

If you're not participating in the Insightful Accountant Awards Program, you only have one excuse. you.

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5 Real-Life Examples Of Companies Measuring Cloud Cost Per Customer

CloudZero

At CloudZero, we advocate measuring every cloud cost metric that makes the most sense for your business.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

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.

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QB Talks — Inside QB Desktop Enterprise 2023 Cash Flow Tools

Insightful Accountant

In this webinar recap, internationally renowned ProAdvisor Esther Friedberg Karp (with an assist from Murph) drills down into the cash flow tool feature and how it can benefit you.

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How Has the Role of a Company Secretary Evolved Over Time?

Counto

How Has the Role of a Company Secretary Evolved Over Time? The role of a company secretary has been around for a long time and is a key component of any business. Over the years, the role has evolved from being a passive participant in a company’s governance to a much more active and important position. Today, a company secretary is essential to successfully running a business, helping ensure that everything runs smoothly and that all legal requirements are met.

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Important Tax Forms That Businesses Should Know Before Tax Time Rolls Around

Analytix Finance & Accounting

Tax time can quickly become a period full of paperwork, document review, and stressing about deadlines. This can be true even for a CPA firm if multiple clients require last-minute assistance with their tax filing. If you are a business owner planning to file your taxes or even if you choose CPA assistance, we’ve got a checklist of essential forms you can keep handy.

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How Has the Role of a Company Secretary Evolved Over Time?

Counto

How Has the Role of a Company Secretary Evolved Over Time? The role of a company secretary has been around for a long time and is a key component of any business. Over the years, the role has evolved from being a passive participant in a company’s governance to a much more active and important position. Today, a company secretary is essential to successfully running a business, helping ensure that everything runs smoothly and that all legal requirements are met.

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Key Benefits of Automated Revenue Management

Billing Platform

Why has automated revenue management become critical for today’s businesses? In the words of Andrew Dailey, Managing Director at MGI Research, “Today’s digital businesses and global organizations view automated revenue management solutions as critical for managing the volume, complexity, and velocity of today’s revenue streams from a mix of subscriptions, usage-based billing, services, digital goods, and more.

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APPS Directory Spotlight – Edge Marketing Inc.

Insightful Accountant

See how Edge Marketing Inc. can be an expert resource for generating leads and helping pull prospects through your sales funnel.

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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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Accounting Stress: 15 Methods to Overcome It

Future Firm

It’s no secret that many face a lot of accounting stress in our profession. After all, you are responsible for your client’s financial well-being and often have to make tough decisions that can impact their bottom line. Luckily there are ways to reduce stress in an accounting firm and maintain a healthy work-life balance. In this article, I will discuss 15 methods for overcoming accounting stress.

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Top Accounts Receivable Challenges for 2023: Be prepared

Gaviti

As accounting processes continue to evolve, it’s becoming increasingly clear that harnessing the power of technology can help businesses streamline their operations and make more informed decisions. And with the proliferation of AI and machine learning tools in the digital landscape, 2023 is the perfect time for accounts receivable (AR) teams to examine their processes and find areas for improvement through better technologies, tactics, and process management.

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APPS Directory Spotlight — Accounting Edge Marketing

Insightful Accountant

See how Edge can be an expert resource for generating leads and helping pull prospects through your sales funnel.

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Why Hospitals Should Consider Automating Prior Authorization

SSI Healthcare Rev Cycle Solutions

Why Hospitals Should Consider Automating Prior Authorization February 6, 2023 Hospitals today are under constant pressure to provide high-quality patient care while operating as efficiently as possible. One area where automation can play a crucial role is prior authorization (PA), or precertification, which refers to the approval process that must be completed before a patient can receive certain medical services or procedures.

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Doing More With Less: The Modern Finance Miracle

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.