January, 2022

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Do your team a favor and start delegating more

Atlassian

Subscribe to Work Life Get stories like this in your inbox Subscribe. 5-second summary. Failing to delegate can increase your risk of burnout. It also shortchanges your team by denying them opportunities for professional growth. Managers often don’t delegate because of limiting mindsets, such as “No one can live up to my standards,” or “It’s easier to do this myself.” Use the 6-step process at the bottom of this post to overcome barriers to delegation.

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AP-Boosting Best Practices: Organize For Improved Close & Audit

Ascend Software blog

AP teams are fraught with never-ending demand to close the loop on invoices, payments, and analyses.

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What If We Ran Bakeries Like We Run SaaS Companies?

CloudZero

When you work in tech, there are certain truths about the holiday season you can always count on.

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Optimal Efficiency From Anywhere: How To Optimize the SaaS Tech Stack for Accounting Excellence

Sage Intacct

The sudden shift to remote work took us all by surprise. Still, for accounting teams in particular, the shock of moving to a work-from-home policy meant much more than just ensuring IT provided extra monitors to employees. Before March 2020, very few accounting teams had formalized remote work policies in place. Given the nature of their work, however, many SaaS companies found themselves in a better position when word came down to pack up the desk and get ready for an indefinite period of WFH.

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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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How to Integrate AP Automation into your ERP

IPS

Businesses invest lots of time and money into their legacy accounting software and enterprise resource planning (ERP) applications – the financial systems of record for the organization.

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Jan 31, Bookkeeping Checklist | Accounting Checklist

Bookkeeping Essentials

Small business accounting and bookkeeping checklist. how to package your recordkeeping information for your bookkeeper and/or accountant. ensuring your year end will go as smoothly as possible.

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How to Master your Business Tax Preparation 

Dext

Tax season is well underway. If you’re reading this, you may be a little late to the party. But this year, that’s okay. That’s because the deadline for your Self-Assessment tax return has been extended until February 28th.

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How To Calculate Customer Retention Cost: The Hidden SaaS Metric

CloudZero

You may have heard that keeping an existing customer is five times cheaper than acquiring a new one. But that isn't always true. “Hidden costs” often accompany customer retention, loyalty, and increasing "share of customer".

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Construction Industry Challenges & Opportunities in 2022

AvidXchange

Using industry reports and data insights, we want to help you take advantage of the opportunities — and overcome the challenges — facing the construction industry in 2022. We’ve pulled together the latest market research and insights and learned this: while the market is facing shortages of skilled workers and building products, there’s a bright side.

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Why Automate Invoice Processing?

IPS

Few finance functions are as labor- and time-intensive as processing supplier invoices.

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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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5 Reasons Why You Should Use a Project Management Tool When Doing Your Taxes

SMB Accounting and Consulting

When doing your taxes, there are a lot of things to keep track of. If you're trying to do it all yourself, it can be tough to stay organized and make sure you're including everything. Using a project management tool can help make the process easier and less overwhelming. Here are five reasons why you should use a project management tool when doing your taxes.

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Why performance reviews are different in 2022

Atlassian

Subscribe to Work Life Get stories like this in your inbox Subscribe. 5-second summary. The global disruption of the last 2+ years has opened new conversations about how we work. Companies are eager to retain valuable employees. Now more than ever, performance reviews provide an important opportunity to launch candid conversations about future goals.

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Advice From a Recruiter: How to Land an Accounting/Tax Job You Love

accountingfly

There has never, ever been a better time to change accounting jobs. But do you know how to get to the right opportunity, maximize those opportunities, and land the job? In this webinar we will teach you how to land an Accounting/Tax job you love. Join an interview with CPA Recruiter Beth Dierker of Accountingfly , who has advised hundreds of accountants in finding new roles.

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How To Calculate TCO On AWS: A Step-By-Step Guide

CloudZero

Organizations often assume that switching to Amazon Web Services (AWS) will automatically reduce their on-premises spending. Certainly, cloud-based services like AWS' Infrastructure-as-a-Service (IaaS) can offer significant cost savings. Yet overspending on AWS is quite common.

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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.

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What Does Innovation Mean to Canadian Accounting and Bookkeepers?

Dext

At Dext, our mission is to empower accounting and bookkeeping professionals to build the next generation of businesses across the globe. To do this, we provide industry insights from our community of partners on critical items that allow us to help your firm achieve long-term success.

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Making Tax Digital Software

EasyBooks

Making Tax Digital Software

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What is Azure Used For (is it just piles of VMs)?

Azure FinOps

I think it was physicist David Bohm who, in his book, ‘ Wholeness and the Implicate Order ‘ stated that “ good theories, unlike bad ones, are true, but only up to a certain point “ In other words, it’s possible to be right about something, but not as completely right as you may think; to dramatically condense Hegel , reality is composed of many factors, all moving in relation to each other.

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Percept.AI, maker of AI-powered virtual agent technology, joins the Atlassian family

Atlassian

We’re delighted to announce today that Atlassian has acquired Percept.AI , an AI-powered virtual agent technology provider, to expand frontline support capabilities in Jira Service Management. This acquisition builds on our previous investments in AI and machine learning, designed to help customers efficiently deliver great employee and customer support experiences at high velocity.

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8 Pillars of Leadership Development

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.

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How Bizarre, How Bizarre Ooh, baby – it’s (still) making me crazy!

Oversight

I loved growing up in the 80s and 90s when music was like, so much fun! If you are a member of Gen X like me, you may be singing to yourself after reading that title. But for those who have no idea what I’m talking about, go check out #howbizarre on TikTok for some good laughs.

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7 AWS Migration Strategies That Can Help Prevent Overspending

CloudZero

Many companies don’t know where to begin when migrating to AWS. Some worry their data will leak, while others don't know the most efficient migration strategy for AWS. Another group worries about overspending when moving to AWS.

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What Does Innovation Mean to Canadian Accounting and Bookkeepers? Part 2.

Dext

“Innovation is an initiative that has to be supported by leadership.” Read along as Sean Duffy, Senior Manager, Accounting Solutions at Elevate by Welch LLP, shares his proven strategies for building a sustainable culture of innovation that drives results. What is your organizational philosophy on innovation?

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How to register for Making Tax Digital?

EasyBooks

The next step in the Making Tax Digital roadmap is almost upon us. HMRC is pressing ahead with its mandate for all remaining VAT registered businesses to submit their VAT returns via MTD compliant software from April 2022. All business owners registered for VAT should take some time to familiarise themselves with how they will meet this new requirement and spend time NOW to make sure that plans are in place in good time.

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How to Modernize Manufacturing Without Losing Control

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

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What is Azure Used For (is it just piles of VMs)?

Azure FinOps

I think it was physicist David Bohm who, in his book, ‘ Wholeness and the Implicate Order ‘ stated that “ good theories, unlike bad ones, are true, but only up to a certain point “ In other words, it’s possible to be right about something, but not as completely right as you may think; to dramatically condense Hegel , reality is composed of many factors, all moving in relation to each other.

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4 communication styles and how to navigate them in the workplace

Atlassian

5-second summary. The DiSC personality assessment framework can help you anticipate how to communicate with your colleagues in a way that resonates with them. This model includes four personality types: dominant, influencer, conscientious, and steady. As a bonus, DiSC gives you clues as to how best to collaborate with different people in general. Understanding your teammates’ communication styles is even more important when you’re frequently using video or chat tools.

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4 Technologies Powering the Future of Accounts Payable Automation

AvidXchange

A lot happens behind the scenes to power accounts payable automation. But there are four key technologies that are especially important for you to know about because of the profound improvements they can make in your finance team’s operational efficiencies. Those four technologies are application programming interfaces (APIs), machine learning, three-way matching and robotics process automation (RPA).

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The 10 Best AWS Migration Tools (Updated 2022)

CloudZero

Moving large amounts of data to the cloud can be arduous and time-consuming. A cloud migration would take years if engineers manually moved data from assessment through mobilization and migration phases.

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

Speaker: Frank Taliano

Documents are the backbone of enterprise operations, but they are also a common source of inefficiency. From buried insights to manual handoffs, document-based workflows can quietly stall decision-making and drain resources. For large, complex organizations, legacy systems and siloed processes create friction that AI is uniquely positioned to resolve.

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Should You File a Tax Extension?

SLC Bookkeeping

No. There was the short answer. What happens a lot of times with small businesses is that the tax extension is filed consistently year-over-year. Not only can this be more expensive than paying a tax bill outright and on time, but there can also be flags raised by potential investors or buyers of the business. In this post, we'll go through thecost of a tax extension, some of the reasons why you're filing for one, and how you can make sure you never have to file one again.

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The biggest mistakes I made in my bookkeeping business

5 Minute Bookkeeping

Starting a bookkeeping business is fulfilling, but it’s not without challenges. A lot goes into building a bookkeeping business from the ground up, and there are sure to be some missteps. The good news is that you don’t have to make the same mistakes I did. That’s why I’m sharing the biggest mistakes I made in my bookkeeping business and how you can avoid them.

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Architecture and Cost: Running the Numbers

Azure FinOps

It has become a truism ( because it’s true ) that cloud costs directly flow from architectural decisions. If, for example, you choose to build an N-tier application on Azure using virtual machines, and a database hosted on a VM, your runtime costs will be different (i.e., higher) than if you use cloud native tooling such as Azure functions and a platform ( PaaS ) database.

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4 Atlassian apps enabling a powerful Microsoft Teams experience

Atlassian

Subscribe to Work Life Get stories about tech and teams in your inbox Subscribe. Like many workplace practices over the past two years, the way we communicate with our colleagues and customers has undergone a massive transformation. At Atlassian, we launched a company-wide distributed work policy , making virtual collaboration practices across Slack and other tools crucial.

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Protect What Matters: Rethinking Finance Ops In A Digital World

Speaker: Cheryl J. Muldrew-McMurtry

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.