March, 2021

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17 Noteworthy AWS Cost Optimization Tools (Organized by Category)

CloudZero

While the cloud offers significant benefits, its inherent elasticity and scalability tend to give rise to uncontrolled cloud costs. Cloud costs can be opaque and difficult to analyze; without some system of identifying the source of costs and managing them, they can quickly undermine your profit margin.

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Cliniko – A Business Owner’s Perspective

The Savvy Bookkeeping Blog

Trying to choose the right software to use in your business can be difficult. Having the opportunity to see what other business owners who are already using that software think about it can be a huge help.

professionals

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Using journal entries in a QBO cleanup without messing up the books

5 Minute Bookkeeping

When you’ve got a problem in QuickBooks Online, the ‘easy fix’ is making a journal entry…right? As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books ! The key is knowing which is which and what goes on inside QBO when you create journal entries to make corrections.

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The Ultimate AP Automation Solution Checklist

IPS

Accounts payable automation is critical to helping businesses navigate difficult times.

AP
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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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Without a Bookkeeping App You're Missing These 5 Benefits

EasyBooks

Without a Bookkeeping App You're Missing These 5 Benefits Bookkeeping is a time-consuming, thankless task and can be one of the most frustrating aspects of running a small business. Unlike large corporations, most small businesses don't have an accounting department to help with financial planning. This is why using a bookkeeping app is an excellent investment for small businesses.

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The Value of Identifying the Repeat Offender

Oversight

Here’s an interesting fact from the Oversight T&E vault:

More Trending

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How to Easily Build Great Quotes for Your Projects

FreshBooks

Any project can start well, and quickly get rocky if the right expectations haven’t been established. You might suddenly realise you’re doing more than what was agreed upon. Scope creep is real (not to mention costly for you). And if everyone isn’t on the same page from day 1, you’re going to lose a lot […] The post How to Easily Build Great Quotes for Your Projects appeared first on FreshBooks Blog - Resources & Advice for Small Business Owners.

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Automated Bill Payments Guide: How Does it Work? Is it Right for Your Business?

AvidXchange

The list of problems that can be addressed with automated bill payments is extensive. You may be tired of writing paper checks every month to vendors. Or you may find it’s getting repetitive and time-consuming to keep track of which vendor you owe money to on the first day of the month, 15 th of the month or the end of the month? And remembering how much to pay each vendor – all sorts of different amounts – has become more detail than you would rather keep track of.

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Solve the Biggest Challenges in Invoice Processing with AP Automation

IPS

Processing supplier invoices has never been easy. But it is harder for many accounts payable departments now that their staff works remotely.

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A Small Business Solution to Win Back Hours Every Week

Dext

Seckingtons had just opened a second hair salon and it was already losing too much time on manual data entry, as well as having issues with missed receipts and invoices. The Dext team came to the rescue and helped them focus on what really mattered.

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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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Which are the most important accounting skills to look for?

Billah and Associates

Accounting is not an easy task. That’s why businesses need accounting services Etobicoke to help them settle their books, record transactions and know the financial position. Today, there is a professional accountant in Etobicoke for every specialization. Whether its tax form preparation or balancing the statements, every activity has a specialist. To become a professional accountant, apprentices need to master a specific set of skills.

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10+ Best Practices for AWS Cost Management | CloudZero

CloudZero

While there are many advantages to using Amazon Web Services (AWS), cost management can be complicated because so many factors impact your AWS bill. Account setup, savings plans, and a number of other factors can all affect your AWS charges and usage.

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What is Spend Risk?

Oversight

Risk is defined as exposure to the chance of injury or loss, or a dangerous gamble. For an enterprise organization, risk is not something to take lightly – especially when related to financial performance and outcomes.

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Tips for taking on a massive QuickBooks Online cleanup

5 Minute Bookkeeping

Are you taking on a big QuickBooks Online cleanup project and not sure where to get started? I’ve been in your shoes, but after years of performing QBO cleanups, I’ve developed a system for organizing my cleanup projects from start to finish. I want to share my tips for taking on a massive QuickBooks Online cleanup, to help you confidently take on even the toughest projects.

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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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Will Your Firm Survive Jeff Bezos?

Cloud Accounting Podcast

Sponsors OnPay: [link] Rewind: [link] Odoo: [link] Show Notes 2:07 - The pandemic made us all coworkers — whether we like it or not [link] 3:00 - Slack’s walkback of its new DM feature is a sign of user power [link] 3:38 - Zoom Wants You to Zoom Even When Using Other Companies’ Apps [link] 4:45 - SURVEY: Phone, Email Tied for Client Communication [link] 9:05 - HR Tech Startup Ease Raises $41 Million To Help Small Businesses Better Support Their Employees [link] 9:23 - Jeff Bezos-backed

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Ep. 116: Dr. Ahmed Yamen - Is Digitalization the beginning of the end for Financial Crime?

IMA's Count Me

FULL EPISODE TRANSCRIPT Adam: (00:00) Welcome back to Count Me In , IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson, and today I'm here to introduce you to the guest speaker of episode 116 of our series. My co-host Rouba Zeidan sat down with Dr. Ahmed Yamen, an Associate Professor of Accounting at the American University of the Middle East in Kuwait.

Tax
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How Accountants Should Approach Entrepreneurs With Big Ambitions

Dext

Bev Betteridge, the Founder, Owner and CFO of The Corner Office, shares her thoughts on the Dext report: The Future Needs of Canadian SMBs. Start with cash flow SMBs are now laser focused on how they generate and manage cash in their businesses.

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Cloud Cost Allocation: 3 Best Practices To Control Spend | CloudZero

CloudZero

Two major attractions of the cloud are the on-demand availability of services and the ability to deploy resources at the click of a button. But these alluring features also present the biggest challenges when it comes to cloud cost allocation.

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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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Four Predictions for Corporate Spend in 2021

Oversight

The early months of 2021 continue to prove the uncertainty surrounding COVID-19. While we continue to face questions around its sustained impact, we at Oversight identified a few lessons learned from 2020 that can guide us through this year’s uncertainty.

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AvidXchange Software ‘Absolute Life Saver’ for Terra Holdings, LLC

AvidXchange

Dan Cardella, vice president of Terra Holdings, LLC , and Greg Zammit, executive vice president, remember what happened one year ago in New York City – and it didn’t pan out the way they expected. Cardella and Zammit knew many of the city’s businesses were temporarily closing, or shutting down permanently, because of the pandemic. For many companies, cash flow dried up.

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May The 17th Be With You This Tax Season

Cloud Accounting Podcast

Sponsors OnPay: [link] Rewind: [link] Attend Rewind's Webinar Odoo: [link] Show Notes 2:53 - U.S. Treasury has sent out $242B in stimulus checks so far [link] 5:50 - More Than Half Of Small Businesses Have Reopened: Survey [link] 10:10 - IRS postpones April 15 deadline - Journal of Accountancy [link] 14:39 - IRS to automatically process refunds on jobless-benefit payments [link] 15:10 - House passes PPP deadline extension in 415-3 vote - Journal of Accountancy [link] House votes to ext

Tax
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Ep. 115: David Wray - Accelerating your “Power of Potential” for Business and Personal skills

IMA's Count Me

Contact David Wray: [link] David's Website: [link] (* access David's book and/or blog here) Want to join David's LinkedIn Group?! [link] FULL EPISODE TRANSCRIPT Mitch: (00:00) Welcome back to Count Me In , IMA’s podcast about all things affecting the accounting and finance world. This is your host Mitch Roshong and I'm here to welcome you to episode 115 of our series.

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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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Why Progressive Accountancy is Better Placed to Support SMBs

Dext

We asked Ali Jones and Charlotte Ing of Sagars to provide their thoughts on the Dext report: The Future Needs of UK SMBs. Raising the bar We completely recognise the diverse nature of the SMB community and their differing support needs and desires as their businesses grow, develop and mature (sometimes across several generations).

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What Is the Rule of 40 and Why Should SaaS Businesses Care?

CloudZero

In the Software as a Service community (SaaS), benchmarking is crucial for any business that wants to succeed. Without benchmarking, it can be very difficult for a business in this space—especially in the early stages—to know whether they are moving in the right or wrong direction.

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The Shift Towards Spend Optimization

Oversight

Most modern finance teams engage in some form of spend management activity, putting either people, audit processes or financial management systems (FMS) in place to analyze expenses, identify cash leakage and improve process efficiency within their finance function.

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CRA says rare error in some tax slips lists repaid CERB as taxable

Acton Accounting & Bookkeeping

The Canada Revenue Agency says some taxpayers who repaid Covid-19 related benefits in 2020 are getting incorrect tax slips. The CRA’s website notes that people who repaid Canada Emergency Response Benefits before December 31, 2020 should not have to pay tax on those repaid amounts on 2020 tax returns.

Tax
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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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5 Tech Skills to Help Accelerate Your Finance Career

AvidXchange

Estimated reading time: 6 minutes With a new, hybrid workforce, technology and the tech skills needed to use it have become more critical than ever in maintaining operations and bolstering cash flow in finance. So, it’s no surprise, that accelerating digital skills is a priority for 82 percent of CFOs in 2021. What does this mean for you, as a finance professional?

AP
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CPA Leaders Most Optimistic Since Pandemic

Cloud Accounting Podcast

Sponsors OnPay: [link] Odoo: [link] Rewind: [link] Attend Rewind's Webinar Show Notes 3:58 - Economic confidence recovers to near pre-pandemic levels for finance leaders [link] 6:56 - BREAKING NEWS: Scaling New Heights® Rescheduled to October - insightfulaccountant.com [link] 9:57 - Cost Of Deloitte’s EDD Phone Center Balloons to $55M, As Millions Of Calls Go Unanswered - capradio.org [link] 16:02 - Accountants experience 60% increase in payroll services, says QuickBooks | News [link] 17

CPA
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The New Way for Accounting Firms to Interact with Clients

Dext

Dan Luthi, COO of Ignite Spot Accounting, shares his thoughts on the US Future Needs of SMBs report and what accountants can expect when talking to clients. Shift in demand and mindset There’s been a shift in the demand of SMBs.

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Why Real-Time Cost Visibility Is Vital During a Migration To AWS

CloudZero

There’s no question that the cloud offers efficiencies and innovation opportunities that are near impossible to replicate on-premise.

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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.