LedgerDocs

JULY 6, 2023

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

Collections 90

Collections Bookkeeping Petty cash Purchase Order 90

Accounting Today

JULY 3, 2023

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.

Tax 311

Tax 311

Xero

JULY 5, 2023

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.

XERO 226

XERO 226

Accounting Department

JULY 6, 2023

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.

Accruals 212

Accruals Accounting Accounting 212

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Insightful Accountant

JULY 2, 2023

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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Accounting Today

JULY 5, 2023

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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CPA Accounting Accounting 270

Accounting Department

JULY 3, 2023

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.

Financial Operations 203

Financial Operations Financial Operations Accounting Accounting 203

Insightful Accountant

JULY 5, 2023

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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92

Accounting Today

JULY 6, 2023

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

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Accounting Accounting 281

CloudZero

JULY 5, 2023

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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Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

Enterprise Recovery

JULY 7, 2023

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.

Collections 73

Collections 73

Insightful Accountant

JULY 4, 2023

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.

QuickBooks 89

QuickBooks 89

Accounting Today

JULY 3, 2023

The Supreme Court will review a ruling that cast a constitutional cloud over the use of in-house judges to handle cases pressed by the Securities and Exchange Commission.

Accounting 240

Accounting Accounting 240

CloudZero

JULY 4, 2023

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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Computation 90

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The status quo for AP in small and mid-market companies is broken. It consists of messy tech stacks of siloed solutions that give rise to manual work, a lack of control, wasted spend, and unnecessary risks. The benefits of shifting to spend management are tangible, measurable, and are felt across the whole organization. Spend management is a different way of thinking and an innovation whose time has come.

AP

Jetpack Workflow

JULY 7, 2023

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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Computation Bookkeeping Billing Accounting 52

Insightful Accountant

JULY 4, 2023

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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Auditing 87

Accounting Today

JULY 5, 2023

A bill in the state seeks to tax rich colleges that favor families of alumni and donors in admissions policies and give the money to poorer community colleges.

Tax 246

Tax Billing 246

Future Firm

JULY 6, 2023

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

Accounting 52

Accounting Accounting 52

Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Nanonets

JULY 6, 2023

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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Invoicing Invoice Processing Customer Service Billing 52

Insightful Accountant

JULY 5, 2023

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 Today

JULY 7, 2023

Eight college accounting students will receive scholarships through Windham Brannon's endowment fund via the Georgia Society of CPAs Educational Foundation.

Accounting 246

Accounting Accounting 246

Billing Platform

JULY 5, 2023

Considered an art and a science, revenue management analyzes data to predict the demand fluctuation of your products and services. And billing and revenue management (BRM), is often used by recurring revenue-based businesses that offer subscription-based billing, event-based billing, metered billing, and usage-based billing. With a goal to maximize revenue growth and profitability, revenue management helps organizations predict demand.

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Billing General Ledger Collections Reconciling 52

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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!

Accounting

Nanonets

JULY 5, 2023

CRM Solutions are useful in almost all domains of a business – marketing, sales, customer service, digital commerce and other areas that deal directly with clients.   According to Gartner , in 2020, Salesforce led the worldwide CRM market in the top domains of marketing, sales, and service. Salesforce is primarily used to maintain customer data such as names, websites, email ids, telephone numbers, social media data, etc. from multiple sources.

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Customer Service Accounting Accounting 52

Insightful Accountant

JULY 6, 2023

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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XERO 82

Accounting Today

JULY 7, 2023

The case management system is making it more convenient for tax attorneys to electronically file documents simultaneously in consolidated groups of cases.

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Tax 246

Jetpack Workflow

JULY 5, 2023

What do you do if your firm’s client base might be growing, but internal trouble among your staff is brewing? High employee turnover rates, staff burnout, and an inability to find qualified candidates can hinder your performance and your firm’s continued expansion. How you handle hiring at your firm can set you up for success and growth or become a costly cycle of recruiting, hiring, training, and terminating.

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Accounting Accounting CPA Billing 52

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!

Accounting

Nanonets

JULY 5, 2023

Google Sheets is go-to resource for organizing your data - especially if you're a fledgling business. Many even use it as a basic CRM or ERP to manage business workflows. Businesses use Google Sheets to keep track of potential leads, monitor expenses and accounting, and capture support issues among other use cases. Much of the data added to Google Sheets primarily comes in via emails.

Invoicing 52

Invoicing Accounting Accounting 52

Insightful Accountant

JULY 2, 2023

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

QuickBooks 88

QuickBooks 88

Accounting Today

JULY 7, 2023

The report marked the slowest month of job creation since the pandemic, although the unemployment rate declined one-tenth of a percentage point to 3.6%.

Accounting 246

Accounting Accounting Payroll 246

Plooto

JULY 4, 2023

Why should your inventory management be more effective? According to a Zippia survey , 43% of small businesses don’t track their inventory. They're missing the crucial benefit of inventory management: it’s key to freeing up cash to invest back into your business.

Accounting 52

Accounting Accounting 52

Speaker: Ryan Dillard, Chief of Staff Director at CBIZ ARC Consulting LLC; Kelly Hicks, Global Controller at Airbase

ASC 606 is the revenue recognition standard that sets global accounting principles for all private or public companies that enter sales agreements or contracts with customers. Along with ASC 606, ASC 340-40 was added to address accounting costs to obtain a contact and costs to fulfill a contract. Join us for this webinar when Airbase Controller Kelly Hicks and Ryan Dillard, a Director at CBIZ ARC Consulting explore how to approach capitalizing sales commissions under ASC 340-40.

Accounting