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The harsh realities of the climate crisis are tangible, complex, and already being experienced in all corners of the globe. A changing climate has intersectional ramifications, posing threats to communities, ecosystems, and the wellbeing of future generations. However, there is still time for swift, thoughtful, and bold action to chart a brighter and more resilient path for our collective future.
Your company sold a product or service to a customer on credit, and now it's time for the customer to pay their dues. In a traditional workplace, an invoice would be manually generated and issued to the customer, and then the customer would issue payment in return via cash, check, etc. It ultimately makes for a long, drawn-out process that leaves room for error and delays, not to mention that handling business that way is now a thing of the past.
Finance professionals & budget holders: different needs, same solution. Download White Paper The post What is good financial management first appeared on Compleat Software.
We're pretty excited over here at Fidesic! Coming up on March 30th we are joining some of the top ISVs in the Microsoft Dynamics Channel for the Microsoft Dynamics GP Financial Management Tools Showcase brought to you by Microsoft Dynamics World and ERP Software Blog.
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.
Download this whitepaper to learn how to improve your cash flow management to increase profitability. Download White Paper The post 5 improvements to existing cash flow management to increase profitability first appeared on Compleat Software.
Budget Holder Management is taking over businesses. So why are finance teams & budget holders still disconnected? Download White Paper The post Budget Holder Management is taking over businesses first appeared on Compleat Software.
Budget Holder Management is taking over businesses. So why are finance teams & budget holders still disconnected? Download White Paper The post Budget Holder Management is taking over businesses first appeared on Compleat Software.
From invoice errors to maverick spending, find out what you can do to tackle the challenges facing spend control in your business. Download White Paper The post Top 6 ways finance professionals can control spend first appeared on Compleat Software.
While there is no magic wand that will guarantee the financial success and stability of your business forever, effective working capital management (WCM) ensures you have enough cash to make regular payments , cover unexpected costs, and purchase basic materials used to produce goods.
Personal data Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as: “any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, econo
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.
Background (A) Compleat has granted the Customer a licence to use certain software and has also agreed as an adjunct to that licence to provide Data Processing Services (which includes processing Personal Data on behalf of the Customer). (B) Under paragraph 3 of Article 28 to the General Data Protection Regulation (EU Regulation 2016/679, GDPR) the Customer is required to put a written agreement in place with any organisation which processes Personal Data on its behalf governing the processing o
Most business owners would agree that a business loss is a bad thing- but it doesn’t have to be entirely negative. You may be able to use your business losses on your personal taxes to reduce your tax obligations on income from other sources. Learn how to deduct business losses when filing taxes. If your business is located in Southeast Wisconsin, let Nolan Accounting handle your financials.
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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.
Most business owners would agree that a business loss is a bad thing- but it doesn’t have to be entirely negative. You may be able to use your business losses on your personal taxes to reduce your tax obligations on income from other sources. Learn how to deduct business losses when filing taxes. If your business is located in Southeast Wisconsin, let Nolan Accounting handle your financials.
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In the past year and a half 711 companies have joined the Unicorn list, meaning that new entries account for almost 62% of all Unicorn companies. Thirteen of these can also call themselves ‘Decacorn’ companies, meaning they have a value of over $10 billion.
There are more good accounting firms than ever looking to sell. But you may have to go on many dates before you find the perfect match. That’s one of the lessons from my interview with Michael Ly, owner of Reconciled. Read the article on Accounting Today.
Great leadership development is the key to sustainable business growth. Are you ready to design an effective program? HR can use Paycor’s framework to: Set achievable goals. Align employee and company needs. Support different learning styles. Empower the next generation of leaders. Invest in your company’s future with a strong leadership development program.
Many thanks to our sponsor, LiveFlow! To learn more about LiveFlow, visit [link] Tim Petrey shares his journey from starting as a receptionist to becoming a partner in his CPA firm and founder of a payroll service. He discusses how his firm, HD Davis CPAs, evolved from a tax business to a full-service advisory firm and how they acquired small practices to grow.
Join me to learn in just one hour how you can build a more focused accounting firm that gives you joy. Hector Garcia, CPA.CITP will summarize the key takeaways from Part 1-7 of his "Build a Focused Firm" series. I’ll be moderating. Hope to see you there!
Profitability varies depending on your client. So, what would a sudden rise in fees do to your relationship with them? Here are four ways to approach your strategy.
Have you wondered about the importance of client retention for your accounting firm? In this episode, I discussed about customer churn and presented a 5-pronged strategy that firms can adopt to keep their clients. Listen Below. 0:34 – A student in my Future Firm Accelerate program asked about retaining clients and gaining referrals, which sparked this episode regarding customer churn and client retention. 1:14 – I shared an easy 5-pronged approach that firms can easily and effectivel
Speaker: Andrew Skoog, Founder of MachinistX & President of Hexis Representatives
Manufacturing is evolving, and the right technology can empower—not replace—your workforce. Smart automation and AI-driven software are revolutionizing decision-making, optimizing processes, and improving efficiency. But how do you implement these tools with confidence and ensure they complement human expertise rather than override it? Join industry expert Andrew Skoog as he explores how manufacturers can leverage automation to enhance operations, streamline workflows, and make smarter, data-dri
A majority chunk of cloud-native applications now runs in containers for several reasons. Compared to traditional virtual machines (VMs), containers are more lightweight, portable, and resource-efficient.
Check out the accounting software financial technology business that provides accounts payable, procurement and global payments automation software for businesses.
Join us for a conversation with Ken Bishop, President and CEO of NASBA, as he shares his insights into the shrinking CPA pipeline. We'll be discussing the controversial 150-hour rule and possible solutions to the growing accounting talent shortage. Meet Ken Bishop LinkedIn: [link] Learn more about NASBA Website: [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great revie
Distributed finance teams are rewriting how the back-office runs, and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats are more than just growing pains—they’re liabilities. The challenge isn’t just going remote. It’s building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
If you just see your tax return as a calculation of what you owe the tax man, you are missing out on a lot of valuable insights. Your tax return is a potential goldmine of insights about your business that can guide your decision-making going forward and open the door for more profits. A good financial professional, if you use one, will proactively explain what the numbers mean, which ones are significant, and where those specific numbers can be further examined in your weekly, monthly, and quar
GCP Cost Breakdown Reports show your Google Cloud costs in detail. Learn how to access existing reports and create custom reports. Analyze costs by project, product, region, and more. Get recommendations to reduce costs.
1 DEFINITIONS AND INTERPRETATION 1.1 In the Contract, unless the context does not so permit, the following expressions have the following meanings: “Applicable Law” means all statutes, orders, regulations, precedents or other matters having the force of law from time to time; “Authorised Partner” means a person or organisation authorised in writing to resell the services provided by the eCompleat Service, invoice the Authorised User for the Charges or provide training
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