Fidesic blog

JUNE 15, 2023

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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Xero

JUNE 21, 2023

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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XERO Accounting Accounting Customer Service 288

Intuit

JUNE 30, 2023

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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QuickBooks Billing Accounting Accounting 246

Accounting Today

JUNE 30, 2023

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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Accounting Accounting 246

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

Accounting Department

JUNE 29, 2023

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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Customer Service Accounting Accounting 221

Insightful Accountant

JUNE 8, 2023

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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QuickBooks 114

Xero

JUNE 25, 2023

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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XERO Purchase Order Billing Invoicing 258

Intuit

JUNE 28, 2023

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.

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Tax 246

Accounting Today

JUNE 30, 2023

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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Accounting Department

JUNE 22, 2023

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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Accounting Accounting Bookkeeping Financial Reporting 220

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Setting the stage for successful organizational change always begins with clear, thoughtful communication. When it comes to rolling out a new travel and expense (T&E) policy, establishing a well-structured communication plan is key to ensuring that all employees understand the changes and their impact. By following a step-by-step approach, you can guide your organization through the transition, fostering smooth adoption from the outset and improving compliance.

Insightful Accountant

JUNE 9, 2023

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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Fidesic blog

JUNE 27, 2023

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

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AP Accounting Accounting 130

Xero

JUNE 19, 2023

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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XERO Bookkeeping Accounting Software Accounting 226

Intuit

JUNE 23, 2023

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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Speaker: Don Gallianza, Credit Manager at Chevron Phillips Chemical and Indy Chakrabarti, Chief Marketing Officer at HighRadius

4 Case Studies to Optimize DSO 26 Days Sales Outstanding. Already better than most. But, should you improve on that? Why would 3 fewer days even matter? It matters because it fundamentally transforms business outcomes. Join this webinar to explore 4 things companies do to reclaim hard dollars - not just soft costs - and go from good to great! What You'll Learn 6 operational KPIs every AR manager should track: Define and track these metrics to enhance performance, drive efficiency, and make infor

AR

Accounting Today

JUNE 30, 2023

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

Tax 257

Tax 257

Accounting Department

JUNE 27, 2023

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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Accounting Accounting Virtual Bookkeeping Bookkeeping Services 211

Insightful Accountant

JUNE 26, 2023

Just because you are not at Scaling New Heights doesn't mean you can't have an 'exhibit hall' of your own. Check out these eight new apps in the QuickBooks App Store, I guarantee it won't be nearly as many steps to walk.

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QuickBooks 105

LedgerDocs

JUNE 8, 2023

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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Computation Bookkeeping Accounting Accounting 106

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization. 🤔 ✨ This session will take you beyond the routine reporting and into the realm of strategic financial leadership. We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth.

Accounting

Xero

JUNE 8, 2023

If your inbox is anything like ours right now, emails spruiking EOFY discounts, mid-year promotions and stocktake clearances are piling up by the dozen. And with a new financial year around the corner, it’s no surprise that retailers are cleaning house in preparation. So if you’re looking to do the same (and tackle tax time while you’re at it), below are a few simple tips to consider ahead of the ‘23 year-end.

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Tax Payroll Bookkeeping XERO 221

Intuit

JUNE 16, 2023

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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Data Entry Financial Services Invoicing Tax 246

SLC Bookkeeping

JUNE 22, 2023

Law firms face new challenges every day as technology advances and security becomes more and more important. With the new remote work environment, it is essential that workflow processes keep up with the changes. This equates to eliminating manual work, maximizing performance, and helps to strengthen case victories.

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QuickBooks 98

Accounting Department

JUNE 6, 2023

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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Bookkeeping Services Bookkeeping Virtual Bookkeeping Outsourced Bookkeeping 192

Speaker: Joe Sharpe and James Carlson

Payroll optimization can be one of the most time-consuming and complex factors of small business management. Yet, organizations that crack the code on streamlining employee compensation often discover innovative avenues for growth. With the right strategies in place, outsourcing and streamlining payroll processes can result in substantial time and resource savings.

Payroll

Insightful Accountant

JUNE 21, 2023

CliftonLarsonAllen LLP has kicked off its high school summer internship program in 15 select cities across the country with 60 students chosen from more than 400 applicants.

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Reconciled Solutions

JUNE 20, 2023

QuickBooks Online is more flexible than you may think. Here are a few QuickBooks settings that will enhance the way you use the site. The post Improve Your QuickBooks Online Experience: Explore Its Settings appeared first on Reconciled Solutions.

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QuickBooks Reconciling Bookkeeping 98

Xero

JUNE 26, 2023

We launched the Xero Singapore Awards five years ago to recognise and celebrate the tremendous contribution our Xero partners make to the small business community and the accounting industry. Sharing our passion for small businesses, they work tirelessly to champion their clients, advocate for digital transformation to deliver greater value, and take on new challenges to help their clients thrive.

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XERO Accounting Accounting Bookkeeping 212

Intuit

JUNE 8, 2023

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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Bookkeeping Tax 246

Speaker: Brad Pinneke, VP of Business Development at Payrix and Worldpay for Platforms

In this webinar, Brad Pinneke, Vice President of Business Development at Payrix and Worldpay for Platforms, will dive into the 7 must-have criteria for evaluating payments partners, helping you maximize both efficiency and the long-term value of your investment. From assessing technology capabilities to leveraging business development opportunities, this session will give you a clear, actionable strategy to select the right partner for scaling your business.

Blake Oliver

JUNE 16, 2023

If we want a robust, dynamic, and inclusive accounting profession, we need to remove costly and unnecessary barriers to becoming a CPA. In my latest article on the Firm of the Future blog, I delve into the challenges associated with the CPA 150-hour education requirement.

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CPA Accounting Accounting 98

Accounting Department

JUNE 8, 2023

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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Invoicing AP Accounts Payable Accounts Payable 177

Insightful Accountant

JUNE 12, 2023

Intuit Ventures has announced an investment in Finch, the No. 1 API for employment systems. The investment will allow Finch to build deeper integrations with the Intuit QuickBooks ecosystem.

QuickBooks 104

QuickBooks 104

SSI Healthcare Rev Cycle Solutions

JUNE 14, 2023

Claim edits mastery: Leveraging best edits and best practices to expedite payments [Live Webinar] Although often overlooked, claim edits play a critical role in thwarting denials and accelerating payments. Your ability to efficiently manage and promptly correct edits, utilizing a claim scrubber or billing application, has substantial implications on your cash flow.

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Revenue Cycle Revenue Cycle Management Billing 98

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Time and time again we tell ourselves and others NOT take action on something that is not "broken." We apply that mindset at home and at work. Sometimes, it doesn’t work out so well. Because when it's truly broken, it's usually an emergency, costs more and causes stress. Join us in this webinar where we share ways where you are able to anticipate your needs, understand benefits that you will get from getting better now instead of later, and relieving your team of tasks that they don't need to be

Accounting