June, 2023

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Payments Fraud Trends to Watch in 2023

Fidesic blog

Overall, payments fraud is the lowest it has been in nearly 10 years, according to an annual report released in May by the Association for Financial Professional and J.P. Morgan.

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Small firm, big impact: Tennick Accountants win hotly contested Xero Award

Xero

You win, or you learn – that’s one of Tennick Accountants’ internal mottos, and one that encouraged the firm to put themselves in the running and enter the 2023 Xero Awards UK & Ireland. For Graeme Tennick and his team that belief paid off, with the firm taking home the Small Firm of the Year award, the most hotly contested category of the programme.

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New guidance on tax credits for clean energy projects

Accounting Today

The service posted a fact sheet Friday on tax credits for renewable energy projects under the Inflation Reduction Act.

Tax
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AI can help UK small businesses grow and do more

Intuit

Intuit’s mission is to power prosperity around the world and help customers and communities overcome their most important financial challenges. Helping small businesses succeed is personal for us. In the UK, 99% of businesses are small or medium-sized enterprises (SMEs), and they account for 61% of all employment. Small businesses power local communities and are the economic engine of countries all over the world, but more than half don’t survive beyond their fifth year.

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8 Ways to Torture Your CFO

The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.

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18 Unbeatable Benefits of Using Business Process Automation

Accounting Department

Business Process Automation (BPA) is used for operations in production workflows, accounting systems, data management, customer service processes, and even sales funnel coordination. Forms of BPA have become indispensable in industries such as manufacturing, banking, telecom, shipping, stock trading, food production, and many others. NetSuite is a software solution that offers many superior benefits for businesses that make the transition to automated processes.

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Reduced Government Funding in Healthcare and the Impact on Healthcare Companies

Ascend Software blog

In recent years, there has been a significant reduction in government funding for healthcare. This has had a major impact on healthcare companies, who are now facing increased financial pressures.

More Trending

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Changes are coming to the contact overview page

Xero

Changes are coming to the contact overview page We wanted to share the next step in improving the contacts experience in Xero, helping you better manage the relationships with your customers and suppliers, as well as your cash flow. We’re excited to share that we’ve updated the design of our contact overview page, and introduced search and filter functionality.

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Recruit, retain, repeat: Top tips for talent

Accounting Today

With the pipeline problem on everyone's mind, here are the most important strategies and approaches firms need to take to remain competitive.

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From Intern to Full-Time: Britney Peart’s Journey of Growth and Opportunity

Intuit

Tell us about your background and what brought you to be an intern at Intuit. I’m an alum of George Washington University where I graduated with a B.S. in Public Health with a concentration in Health Equity and a minor in African American & Diaspora Studies. My coursework focused heavily on structural barriers that marginalized populations faced throughout history and its impact on their livelihoods and communities.

Tax
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Finding the Right Outsourced Client Accounting Services for Your Business

Accounting Department

Making the decision to turn to outsourced client accounting services can be a great way to save time and resources for your business. However, finding a trustworthy outsourcing partner can be a challenge. But how can you be sure you’re choosing an outsourced accounting service you can trust? There are a few characteristics of trustworthy, competent, and reliable accounting services that will help you know the provider you chose is the right one.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Meet Our Top 100 ProAdvisors and Top 25 Up-n-Coming ProAdvisors for 2023

Insightful Accountant

Insightful Accountant is proud to announce the Top 100 ProAdvisor and Top 25 Up-n-Coming ProAdvisor Award Recipients for 2023.

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Handling Multiple Companies and Entities inside Business Central (BC)

Fidesic blog

Handling Multiple Companies inside Business Central (BC): The Difference between multiple companies and multi-entity management (MEM)

AP
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Our support for women’s football through the better numbers program

Xero

Millions of people around the world, myself included, are beyond excited in anticipation of the FIFA Women’s World Cup 2023 in July and August and Xero is incredibly proud to be a FIFA Women’s Football Partner. While we’ll all be caught up in the excitement of the tournament, it’s important to keep in mind the legacy – the enduring benefit – we can create from this moment in time.

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Deadline for MP Elite 2023 submissions extended

Accounting Today

Due to extensive interest, Accounting Today is extending the deadline for submissions for its annual Managing Partner Elite list to the end of the day on Monday, July 10.

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Precision in Motion: Why Process Optimization Is the Future of Manufacturing

Speaker: Jason Chester, Director, Product Management

In today’s manufacturing landscape, staying competitive means moving beyond reactive quality checks and toward real-time, data-driven process control. But what does true manufacturing process optimization look like—and why is it more urgent now than ever? Join Jason Chester in this new, thought-provoking session on how modern manufacturers are rethinking quality operations from the ground up.

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A North Star for the Next Generation of Women Technologists

Intuit

By day, I work as a Senior Software Engineer on the Intuit TurboTax team. I spend the rest of my time as one of the co-founders of Code With Her , a San Diego-based 501(c)(3) non-profit. Code With Her’s mission is to close the gender, diversity, and socio-economic gaps in tech. It’s an issue that’s close to my heart. As an Indigenous Chamoru woman from the island of Guam, being in the tech industry transformed my life beyond my parents’ wildest dreams.

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FP&A is More Than Just Traditional Accounting

Accounting Department

Every savvy business leader knows the value of having a well-run bookkeeping or accounting department. But, not everyone is aware of how important it is today to have a financial planning and analysis (FP&A) team to help back their business with effective and accurate financials. While both accounting professionals and FP&A team members guide executive decision-makers and improve an organization's financial health, each one serves a different, critical function within the company.

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Insightful Acccountant's 2023 ProAdvisor of the Year and Categorial Award Recipients

Insightful Accountant

Insightful Accountant is proud to announce the ProAdvisor of the Year along with the ProAdvisor Categorical Award recipients for 2023.

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Microsoft Dynamics NAV End of Life? Yes & No. What Next?

Fidesic blog

It is true that Microsoft Dynamics NAV end of life is fast approaching. Mainstream Support ended for NAV 2018 at the start of 2023. This means the five-year countdown has begun for Dynamics NAV (aka Dynamics Navision) with all Navision extended Support ending in 2028.

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AI In Accounting: A Practical Roadmap For Smarter AP

Speaker: Gerald Ratigan

The accounts payable (AP) function is evolving and AI is leading the charge. As finance teams face rising invoice volumes and expectations for speed and accuracy, AI-powered automation has shifted from a futuristic concept to the most practical solution. But for finance leaders, success isn’t just about selecting the right tools, it’s about implementing the right strategy.

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How we’re making it easier for practices in the UK to manage clients in Xero

Xero

We’ve made some great progress towards creating a single source of truth for your client data. It’s all part of our work to connect our practice tools, so that in the future, as you manage your clients’ tax obligations in Xero, the data flows seamlessly into our practice management tools. This will help you work more efficiently, collaborate with your clients more effectively, and manage everything for your practice within Xero.

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5 key challenges with RPA

Accounting Today

Robotic process automation carries many rewards, but a recent study has identified a handful of key risks that professionals must account for.

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Consumer Data Right (CDR) reform presents limitless opportunities for Australia’s small businesses

Intuit

As inflation and other economic pressures weigh on Australian small business owners, having access to tools that can help them make smart financial decisions is critical. The best tools should leverage data to provide a personalised experience and give small and medium-sized enterprises (SMEs) the information they need to hire, expand, cut costs, and streamline with confidence.

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The Benefits of Outsourcing for E-commerce Businesses

Accounting Department

Simplifying e-commerce business operations can be achieved by outsourcing specific functions such as accounting and bookkeeping services. For an e-commerce business to thrive and succeed, it is crucial to maintain a clear understanding of its financial position, performance, profit margins, marketing commitments, stock levels, and cash flows on a regular basis.

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Stop Budget Burnout: A Better Way to Grow Your Nonprofit in 2026

Speaker: Sean Yoder

Nonprofits are under more pressure than ever to demonstrate financial accountability while continuing to expand their impact. Traditional budgeting models often fall short, reinforcing silos, limiting flexibility, and stalling growth. Enter collaborative budgeting: a dynamic, team-driven process that enables smarter resource allocation and builds financial resilience at scale.

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Rewind 'Bulk Linking' Feature Now Available

Insightful Accountant

Rewind, the No. 1 rated commercially-available backup app for QuickBooks Online, has just introduced a new bulk linking feature, which makes it easier than ever for ProAdvisors to protect their clients' data.

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Effortlessly Viewing PDF Files on Your Computer or Tablet

LedgerDocs

PDF files are by far the most widely used format for sharing and viewing documents. Whether you are looking to open a business report, academic paper, or e-books, knowing how to view PDF files on your computer or tablet is essential but can be confusing depending on what device you are using. This blog outlines how you can access your PDF no matter what device you are using: Adobe Acrobat Reader: The easiest way to access a PDF file is using Adobe Acrobat Reader.

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One team, big dreams: Accounts and Legal win Large Firm of the Year

Xero

Established in 2015, Accounts and Legal has always had one mission – to make the lives of business-owners simpler. Guided by three main principles: offering a more than once-a-year service, putting technology at the forefront, and acting as a one-stop-shop for small business support, the firm has gone from strength to strength and has since grown rapidly to now having four offices nationwide across Manchester , London , Liverpool and Brighton.

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Compleat Software and Doncaster Rovers Football Club Announce New Partnership

Compleatable

At Compleat Software we take great pride in supporting the local Doncaster community, and we are dedicated to fostering collaboration and contributing to the economic growth o f neighbouring local businesses. After several successful years of operating from our new home in the Eco-Power Stadium, we are thrilled to , once again, become an official partner of our beloved local team, the Doncaster Rovers.

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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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Intuit brings GenAI game to company code-a-thon

Intuit

Twice a year, Intuit technologists gather to experiment and collaborate on passion projects during Global Engineering Days (GED). The week-long code-a-thon shines a light on Intuit’s vibrant engineering culture, community, and commitment to sparking creativity. The week ignites innovation for more than 100 million consumer and small business customers.

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Manage Invoices an Payments Easily with Tipalti

Accounting Department

Imagine having the ability to scale accounts payables (AP) operations for your e-commerce business, with the same amount of staff, or even less. With Tipalti's AP automation technology, businesses can do just that and accelerate their AP processes across the board.

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Forwardly Instant Payments Debuts to Improve Cash Flow for SMBs

Insightful Accountant

See how the First Real-Time Payments only solution empowers US businesses to get paid up to three days faster, while saving money on processing fees and streamlining workflows with automatic payment reconciliation.

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Everything You Need to Know About Offshore Staffing For Accounting Firms & Its Beneficial Nature

CapActix

Financial and Accounting Services are one of the core elements of a business organization. Thus, it is the responsibility of accounting firms and staff to perform their duty with utmost care and dedication. After understanding the weight of accounting work, some of the CPA firms in the US are adopting alternative hiring models to develop flawless accounts like offshore staffing for accounting firms.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.