CloudZero

MARCH 9, 2021

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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The Savvy Bookkeeping Blog

MARCH 18, 2021

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.

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XERO Bookkeeping 100

5 Minute Bookkeeping

MARCH 25, 2021

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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Bank Reconciliation QuickBooks Accounts Payable Accounts Payable 98

IPS

MARCH 18, 2021

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

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AP Accounts Payable Accounts Payable Accounting 73

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.

Accounting

EasyBooks

MARCH 29, 2021

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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Bookkeeping Accounting Accounting 52

Oversight

MARCH 22, 2021

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

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FreshBooks

MARCH 18, 2021

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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Invoicing 52

AvidXchange

MARCH 15, 2021

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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Billing AP Invoicing Financial Analysis 52

IPS

MARCH 24, 2021

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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Invoice Processing Invoicing AP Accounts Payable 68

Dext

MARCH 12, 2021

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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Data Entry Invoicing 52

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.

Billah and Associates

MARCH 11, 2021

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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Microsoft Excel Accounting Accounting Computation 52

CloudZero

MARCH 24, 2021

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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Billing Accounting Accounting 105

Oversight

MARCH 10, 2021

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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5 Minute Bookkeeping

MARCH 8, 2021

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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QuickBooks Bank Reconciliation Reconciling Virtual Bookkeeping 52

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.

Accounting

Cloud Accounting Podcast

MARCH 31, 2021

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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XERO CPA Collections Auditing 40

IMA's Count Me

MARCH 28, 2021

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.

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Tax Budgeting Accounting Accounting 40

Dext

MARCH 25, 2021

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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Accounting Accounting 40

CloudZero

MARCH 4, 2021

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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Advertiser: Paycor

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.

Oversight

MARCH 8, 2021

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

MARCH 23, 2021

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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Invoicing Accounts Payable Accounts Payable Financial Records 40

Cloud Accounting Podcast

MARCH 23, 2021

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

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Tax XERO CPA Payroll 40

IMA's Count Me

MARCH 21, 2021

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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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

Dext

MARCH 25, 2021

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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Accounting Accounting 40

CloudZero

MARCH 26, 2021

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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Oversight

MARCH 1, 2021

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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Auditing 52

Acton Accounting & Bookkeeping

MARCH 17, 2021

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.

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Tax 40

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.

AvidXchange

MARCH 17, 2021

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?

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AP Budgeting Management Accounting Accounting 40

Cloud Accounting Podcast

MARCH 17, 2021

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

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CPA Payroll Bookkeeping QuickBooks 40

Dext

MARCH 25, 2021

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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Accounting Accounting 40

CloudZero

MARCH 22, 2021

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

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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.