Sat.Jul 01, 2023 - Fri.Jul 07, 2023

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Bookkeeping Document Checklist: Collect and Organize Your Financial Documents

LedgerDocs

Accurate record keeping can help you to remain organized, compliant and gain insight into the financial position of your business. It also provides your bookkeeper with all of the information they require to effectively manage your finances. But collecting and organizing these documents can be a daunting task. We have compiled a checklist of information to share with your bookkeeper: Business Documents: Business licenses and permits Employer Identification Number (EIN) Articles of Incorporation

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IRS warns of new scam involving unclaimed refunds

Accounting Today

The Internal Revenue Service is cautioning taxpayers to beware of a new scam in which fraudsters are sending out cardboard envelopes from a delivery service asking for personal info.

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Backing our small business customers on Xero Day

Xero

Today is Xero Day, which marks a special day here at Xero. It’s the anniversary of the day where it all started for us 17 years ago. Our customers, partners and people have played a vital role in our success and Xero Day is about reflecting on all of you and our purpose to make life better for small businesses, their advisors and communities around the world.

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5 Common Challenges That Financial Controllers Face

Accounting Department

Managing the accounting department is a vital task for any company. As the ultimate authority on the organization's financial affairs, the Financial Controller oversees all aspects of financial operations, from day-to-day tasks to long-term strategic planning. To excel in this role, the controller must possess exceptional skills in data analytics, team management, communication, and financial technology.

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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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Geni Whitehouse Named President of Information Technology Alliance

Insightful Accountant

Effective Aug. 1, 2023, the noted thought leader will take the reins of the North American independent membership association of leading mid-market technology professionals, consultants and product/service providers.

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BDO USA revenue increases 13.3%

Accounting Today

The firm reports a substantial revenue increase to $2.82 billion as it transitions from a partnership to a professional service corporation.

More Trending

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The Last ERP System You'll Ever Need

Accounting Department

Every business owner loves growth. It's simple. But what's not so simple is if the business can handle growth. When businesses are operating on dated enterprise resource planning (ERP) systems, it's easy to outgrow and be throttled back on growth because of it.

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You Need a WISP - We've Made it Easy

Insightful Accountant

Liscio's Alison Ball explains how to fast-track your compliance with IRS Pub 4557 and the FTC Safeguards Rule

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Accounting firms pursue non-traditional applicants in bid to diversify

Accounting Today

CPA firms have been recruiting more people without accounting degrees and backgrounds as a way to fill their open jobs while expanding diversity in their workforce.

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What is Hyperautomation

Nanonets

Hyperautomation was rated the number one technology trend for 2021 by Gartner, the IT research and advisory firm. It is slated to be the next driver of the digital revolution in the business domain and aims to integrate all automated activities under one common platform that is unique to an organization. Let us see what hyperautomation is, and how it stands in benefitting any enterprise.

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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.

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What Are Kubernetes Nodes? A Beginner-Friendly Guide

CloudZero

A key advantage of Kubernetes for container management is its high scalability. Kubernetes nodes are directly involved in this, and they can make or break your efficiency, cost-effectiveness, and service availability.

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More Top 100 Clues from Award Recipients

Insightful Accountant

In this second part of Murph's mini-series on "clues to Top 100 from 2023 Aware Recipients', he provides valuable insight into how maximized 'App engagement' is the key to scoring in many different award categories.

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IRS tightening filters to screen refundable tax credits for fraud

Accounting Today

The service has updated its systems to detect invalid claims for the Child and Dependent Care Credit and the EITC.

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The Difference between Collecting Debt from a Person vs. a Business

Enterprise Recovery: Accounts Receivable

B2B (business-to-business) and B2C (business-to-consumer) debt collections are different. Agencies that collect from individuals will use different collection tactics and are subject to harsher regulations than those that collect from businesses. Often these agencies choose to separate consumer collections from commercial collections because the processes vary.

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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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The 4 Types Of Cloud Computing: How To Choose The Best Model

CloudZero

There are three main cloud delivery models (cloud computing services) and four major cloud deployment models (types of cloud computing). Each model is unique, and that affects how it impacts cloud management, data security, and cost management, among other considerations.

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Starting Your QuickBooks Online Company File Over

Insightful Accountant

If your QBO Company-file is less than 60 days old, you can simply purge all the data from it and start over. Otherwise, you must cancel your subscription and start a new one.

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Three words can make all the difference for your clients

Accounting Today

Sometimes a straightforward "We appreciate you" is more powerful than a bouquet of flowers or a thank-you card.

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SSI’s Integrations Make Epic Medical Billing Easy

SSI Healthcare Rev Cycle Solutions

How SSI’s Integrations Make Epic Medical Billing Easy Home / July 6, 2023 Imagine a world where you never have to leave your Epic environment to work claims. With SSI, it’s not merely a concept, it’s a reality thanks to our innovative, deep integration with Epic that ensures cleaner claims, faster claim status updates, and quicker payments. With an organization’s significant investment in Epic, one of your top criteria when evaluating claims/clearinghouse vendors should be choosing one th

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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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Pipe Dreams with Don Emery

Jetpack Workflow

Podcast Summary Today we sat down with a special guest, Don Emery. Don is the General Manager of Doc.It and has been with them for over 10 years. Doc.It was acquired by Iris in 2021. On our show we’ll cover: Transition of going from a paper-based to paperless practice Consolidation and build outs across the industry Talent, team management, retention & much more From Today’s Conversation: Doc.It By Iris Iris Global Cloud Technology About Don Emery Don has been the general manag

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The Ultimate Guide to Choosing DCAA Compliant Timekeeping Software

Insightful Accountant

Hour Timesheet and Clockwise co-founder Debbie Sabin weighs in on the most crucial regulations your clients need to stay compliant with is the DCAA (Defense Contract Audit Agency) regulations.

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Illinois CPA Society presents 2023 Lifetime Achievement Award

Accounting Today

The Illinois CPA Society presented wealth strategist Daniel Rahill III with its 2023 Lifetime Achievement Award.

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SSI’s Integrations Make Epic Medical Billing Easy

SSI Healthcare Rev Cycle Solutions

July 6, 2023 How SSI’s Integrations Make Epic Medical Billing Easy Imagine a world where you never have to leave your Epic environment to work claims. With SSI, it’s not merely a concept, it’s a reality thanks to our innovative, deep integration with Epic that ensures cleaner claims, faster claim status updates, and quicker payments. With an organization’s significant investment in Epic, one of your top criteria when evaluating claims/clearinghouse vendors should be choosing one that can

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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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Mastering GCP Disaster Recovery with Async Replication

Economize

Explore how Asynchronous Replication can revolutionize your Google Cloud Platform (GCP) Disaster Recovery strategy, ensuring business continuity and robust data protection.

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Stepping through Difficult QuickBooks Desktop Repairs - Part 2

Insightful Accountant

Murph concludes his two-part mini-series on making difficult repairs to QuickBooks Desktop, step-by-step.

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Tech News: TaxFyle releases AI tax prep bot

Accounting Today

Plus, carbon accounting platform Greenly launches app store; and other accounting tech news.

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Your Client is First, You Come Second

Future Firm

When you focus on the client’s perspective first instead of yours, it can lead to better outcomes and reduced resistance. In this podcast episode, I discussed the importance of prioritizing clients over ourselves in business decisions. Listen Below. 0:45 – I aspire to create a business that safeguards your interests, goals, and dreams. Interestingly, in order to accomplish this, we must prioritize our own well-being alongside our clients. 1:08 – Our primary focus lies in examin

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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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Mastering GCP Disaster Recovery with Async Replication

Economize

Explore how Asynchronous Replication can revolutionize your Google Cloud Platform (GCP) Disaster Recovery strategy, ensuring business continuity and robust data protection.

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Xero's Inaugural Xero Beautiful Business Fund Aimed at SMB Owners

Insightful Accountant

The fund, being launched Aug. 23-24 in Sydney, gives small business owners a chance to win a better future for their companies.

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Kraken ordered to turn over its users' information to the IRS

Accounting Today

The ruling comes amid a deepening U.S. crackdown on cryptocurrency.

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Document Sorting using AI

Nanonets

Introduction Artificial intelligence (AI) is revolutionizing numerous industries, and one of the sectors enjoying immense benefits from its adoption is document management. Document sorting, a process once solely relegated to the realm of human labor, has been remarkably transformed by AI. This transformation has significantly boosted efficiency, accuracy, and scalability, allowing businesses to handle large volumes of data in a shorter time, while reducing manual errors.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i