May, 2024

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CFOs seeking tech solutions need change management

Accounting Today

Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.

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Protected: Empowering today’s generation: equipping students nationwide with financial literacy

Intuit

This content is password protected. To view it please enter your password below: Password: The post Protected: Empowering today’s generation: equipping students nationwide with financial literacy appeared first on Intuit Blog.

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The Road to ERP Success: Navigating the Pitfalls with NetSuite

Accounting Department

An enterprise resource planning (ERP) system acts as the central nervous system for a business, integrating core processes needed to run a company into a single system. However, the path to ERP success is fraught with challenges.

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Better off on Xero: Steps to process and finalise payroll

Xero

With just over six weeks remaining in FY24, now is a great time to think about your EOFY preparation. A good place to start? Preparing your payroll to make finalisation as easy as possible come July. Completing your EOFY is better off on Xero. To help you get you through from start to finish, we’ve included some handy steps to guide you through the process. 1.

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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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Fidesic AP Suite Announces Multi-Entity Integration for Microsoft D365 Business Central

Fidesic blog

Vendor invoices are now easier to process for AP professionals using Microsoft Dynamics Business Central with Binary Stream Multi-Entity Management (MEM).

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Will AI and LLMs Transform FinOps?

FinOps Foundation

Key Insight: Microsoft discovered that FinOps is the key to cloud success after a lift and shift approach left savings on the table. AI and LLMs have the potential to transform an organization’s approach to migration and modernization, and towards a cost-aware architecture. Managing the cloud bill is a shared responsibility among cloud providers, customers, and partners.

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4 ways Intuit helped me start a successful tax career

Intuit

As a Seasonal Tax Prep Associate for Intuit, I work remotely from my home in Kansas helping customers all over the country. Spoiler alert: I love it! I’m Fatimah. If you want to transition from a bookkeeping position to a tax career like I did, keep scrolling and I’ll share the 4 ways Intuit makes it easy for you to do it. How did my career journey bring me to this great company?

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AccountingDepartment.com Earns a Spot on the Woodard 2024 Top 50 Accounting Services Practice List

Accounting Department

We are thrilled to announce that AccountingDepartment.com has been awarded a spot on the Woodard 2024 Top 50 Accounting Services Practice list. Earning this distinction is a testament to AccountingDepartment.com's commitment to excellence for its clients.

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Airwallex Bill Pay, now available with Xero

Xero

This guest blog was written by the team at app partner, Airwallex. Airwallex is excited to announce the release of its new Airwallex Bill Pay solution, taking hours out of paying invoices and automating the entire process in one place. With Airwallex Bill Pay, you can manage each step of paying a bill within the Airwallex platform, from uploading and importing invoices to approving and sending the payment, saving your finance team hours of manual work.

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Fidesic Launches New MoversSuite Integration for Dynamics ERP Accounts Payable

Fidesic blog

Fidesic and EWS Group have partnered to better support moving companies using MoversSuite with integrations to Microsoft Dynamics GP or Business Central.

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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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Introduction to AR Invoice Delivery Automation

Cevinio

AR Invoice Delivery Automation is a software solution designed to transform invoicing processes, mitigate errors, and enhance cash flow […]

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You can't maximize ROI without ROR

Accounting Today

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

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From Super Nintendo to Silicon Valley: Petagae Butcher on paving a career in tech

Intuit

This interview was originally published on POCIT. Petagae Butcher’s introduction to technology started with a love of Super Nintendo in the 90s. She later graduated from the University of Central Florida with a degree in Management Information Systems, initially majoring in Computer Programming, finding her niche bridging the technology and business worlds.

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AccountingDepartment.com Attends VETS24

Accounting Department

Last week, AccountingDepartment.com Business Development Representative, Luke Backus, attended the Veteran Entrepreneur Training Symposium (VETS24) in Orlando, Florida.

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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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4 Ways Accountants & Bookkeepers Can Turn Client Payroll & HR Data Into Business Intelligence

The Successful Bookkeeper

For bookkeepers, learning is continuous, and this season provides a great opportunity to refocus and level up.

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Optimize AppSource listing for Microsoft ISVs

Fidesic blog

Optimize AppSource listing. Check out Ben Cole from ERP Connect Consulting and Fidesic's own Kevin Pritchard talk about AppSource best practices.

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Digital 55 – Pioneering Creative Content with A Strategic Financial Partnership

FundThrough

Introduction Crafting the Future of Content through Strategic Financial Agility Digital 55, an avant-garde digital studio, blends creative storytelling with cutting-edge technology to produce dynamic media and digital learning experiences. Under the leadership of founder and Chief Creative Officer, Lauralee Sheehan—an indie musician turned digital innovator—the company has carved a niche in creating impactful digital […] The post Digital 55 – Pioneering Creative Content with A Strategic Fi

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Is the profession damaging its own pipeline?

Accounting Today

The Illinois CPA Society's "Re-Decoding the Decline" report shows that time is the top barrier to CPA licensure, not the 150 credit-hour rule.

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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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I was ready to up my tax game–that’s why I joined Intuit

Intuit

I’m Michael, a Seasonal TurboTax Live Expert and a full-time owner of a financial services practice. At Intuit, I can create a personalized career path, work the hours I want, supplement my income, and still have time to expand my own business. If you have a bookkeeping background and want to develop the skills needed to have a more lucrative future, I can share with you the advantages of building a tax career with Intuit.

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Navigating the Hidden Costs of Business Decisions: The Crucial Role of Opportunity Cost

Accounting Department

In the dynamic world of entrepreneurship and business management, every decision you make can significantly impact your business's trajectory. Whether it's choosing between investing in new technology or expanding your product line, the choices are endless and often complex.

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Insightful Accountant's Top 50 International ProAdvisors for 2024

Insightful Accountant

Insightful Accountant is proud to announce our Top 50 International ProAdvisors for 2024. Congratulations to this year's International award recipients.

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How to Use Microsoft Machine Learning Studio for Non-Developers

Fidesic blog

Want to get started building Machine Learning environments in accounting?

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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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UltraTax CS Hosting Pricing Guide – Comprehensive Overview 

Ace Cloud Hosting

UltraTax CS is an industry-leading tax preparation software for tax firms that file many returns.

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Art of Accounting: Data focus plan

Accounting Today

Strategic planning meetings and retreats for the firm should be free of distractions to be successful.

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Intuit Aligns TurboTax and Credit Karma to Create Seamless End-to-end Consumer Experiences

Intuit

To significantly accelerate creating seamless, end-to-end consumer experiences that customers benefit from year-round, Intuit is more closely aligning TurboTax and Credit Karma under Mark Notarainni, executive vice president and general manager of the Consumer Group. Joe Kauffman, currently President of Credit Karma, has been named CEO of Credit Karma, effective August 1, 2024.

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Optimizing Financial Management through Outsourced Client Accounting Services

Accounting Department

Outsourced client accounting services play a crucial role in helping businesses take control of their financials. These services involve outsourcing the accounting and bookkeeping tasks to a third-party service provider, allowing businesses to focus on their core operations. The role of outsourced client accounting services goes beyond basic bookkeeping; it includes managing accounts payable and receivable, payroll processing, financial reporting, and more.

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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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"Thank You" Intuit Trainer/Writer Network Members

Insightful Accountant

While Intuit has sunset the Trainer/Writer network and gone back to the drawing board on how to provide training and education for the QuickBooks Community, Insightful Accountant wants to thank all Trainer/Writer Network members.

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Healtchcare AP Automation Testimonial - Fidesic and MB2 Dental

Fidesic blog

Healtchcare AP Automation Case Study Fidesic and MB2 Dental. Dental practice management service provider saves 100s of hours using Fidesic.

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What are Client Letters in ATX Software?

Ace Cloud Hosting

Clear communication is vital for completing tasks accurately and efficiently. When it comes to tax firms, understanding information in the right way is very crucial, as one mistake can hinder.

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Recruiting practices to combat the hiring crisis in accounting

Accounting Today

Firms are using different recruiting practices to attract younger talent, thinking outside the standard talent pool and prioritizing company culture and personal growth opportunities.

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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.