Xero

JANUARY 24, 2023

One of your most important accounting jobs — bank reconciliation — relies heavily on getting accurate banking data into Xero. Yet entering bank transactions manually is often time-consuming and error-prone. Regular bank reconciliation not only saves you time, it also gives you a wealth of insights at your fingertips. You can spot cash flow trends, identify areas of opportunity, and better understand your financial situation.

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XERO Bank Reconciliation Reconciling Bookkeeping 278

Accounting Department

JANUARY 26, 2023

From a business owner's standpoint, the thought of handing off an entire area of your business for someone else to take care of may seem a bit nerve-wracking. But business owners should consider how much time is being used up on a daily, weekly, or yearly basis on an area of the business, like bookkeeping, that can be spent focusing on sales, growth, and future planning.

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Outsourced Bookkeeping Bookkeeping Virtual Bookkeeping Bookkeeping Services 246

AP Association

JANUARY 23, 2023

Businesses are facing huge challenges as a result of the troubled economy. Inflation has reached a 41-year high of 11.1% and the Bank of England is warning of a long recession looming. As a result, businesses are increasingly automating their accounts payable process to increase efficiency going into 2023. Surveys have revealed CEOs' main goals are digitisation, growth and efficiency.

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Accounts Payable Accounts Payable AP Accounting 130

Fidesic blog

JANUARY 22, 2023

Are you ready to take 2023 by storm, boost your job performance and get noticed by your bosses? We looked at content from recruiting agencies all over the internet and came up with some tips on how to be a good AP clerk. The 5 skills we found to improve so you can be a better AP clerk include: Communication, Organization, Attention to Detail, Software Skills and Continued Learning.

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AP Accounts Payable Accounts Payable Accounting 130

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

Xero

JANUARY 22, 2023

By now, you’ll be familiar with Single Touch Payroll Phase 2. This will see your business build on its existing STP reporting to share more information with the ATO and additional government agencies whenever you process a pay run. With Xero’s deferral soon coming to an end, mandatory Phase 2 reporting is set to commence from 31 March 2023. This means that all Xero Payroll users must transition to the Phase 2 reporting standard.

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XERO Payroll Bookkeeping 279

Accounting Department

JANUARY 25, 2023

The accounting cycle is a multi-step process that involves accepting, recording, sorting, and crediting payments made within a business during a period of time. It creates an accurate record of the business's financials that are summarized on its financial statements.

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Financial Statements Accounting Accounting Financial Reporting 246

Plooto

JANUARY 23, 2023

In 2022 we introduced a new feature in Plooto called Plooto Capture, located in the Documents tab. Capture was built to help Plooto provide an automated end-to-end cash flow experience to our customers. Holistically, Capture is made to automate the input and creation of the bills that will then be paid through Plooto, with the convenience of having this entire experience live within the Plooto system.

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Billing Invoicing Accounting Accounting 98

Xero

JANUARY 25, 2023

This February, we’re pumped to be hitting Australia’s major cities and regional towns for – you guessed it – Xero Roadshow 2023! From Geelong to the Gold Coast and Parramatta to Perth, we’ll be touring 17 locations between 7 to 27 February. Since we last hit the road in March 2022, the world has continued to experience lots of change (like talent shortages, rising inflation and cost of living pressures).

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XERO Bookkeeping Payroll Accounting 264

CloudZero

JANUARY 23, 2023

In the SaaS world, it’s an accepted fact that engineering teams care most about performance, while finance teams primarily care about costs. The rift between the two teams is so large it caused the birth of a whole new SaaS company department — FinOps — to help them work together.

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FinOps FinOps 98

Insightful Accountant

JANUARY 26, 2023

MasterYourBooks' Mariette Martinez on the important role both play in reaching personal and professional growth goals for Latinos.

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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.

Future Firm

JANUARY 23, 2023

It’s my belief that hiring a virtual assistant for CPAs is one of the best choices you can make when scaling your firm. This guide will shed light on how a virtual assistant (VA) can help, what they can do, and where to find them. Let’s get started. Table of Contents What is a Virtual Assistant for Certified Public Accountants? What Can a Virtual Assistant Do at Your Firm?

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CPA Data Entry Bookkeeping Invoicing 97

Xero

JANUARY 23, 2023

This blog was first published in April 2022 and updated in January 2023. If you’re a VAT-registered business , you may have received a letter or email from HMRC, informing you that the new penalty system for Making Tax Digital (MTD) for VAT is now in place. Arriving at the beginning of this year, the system is described as simplified penalties for late VAT submissions and payments, with a goal of making these fairer and more proportionate for customers.

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XERO Tax Collections Bookkeeping 264

CloudZero

JANUARY 27, 2023

Did you know that Google Search changes how it works about 12 times daily? For example, the internet search giant made about 4,500 changes to Search in 2020 alone. Those changes involved running more than 600,000 tests.

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Insightful Accountant

JANUARY 22, 2023

The Bonadio Group’s Kristin Kowalski discusses some of the ins and outs of what is becoming a potential growth opportunity in 2023 and beyond. Here’s what today’s accounting professionals should know.

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Accounting Accounting 115

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

Enterprise Recovery: Accounts Receivable

JANUARY 27, 2023

Does it actually cost more to attract new clients than keep current ones? That can only be decided when you consider the cost of your time and the value of your clients. Nevertheless, happy clients are usually your most loyal clients, and they'll likely recommend your goods and services to others. Let's identify strategies for keeping your existing B2B clients happy so you can maintain a strong, long-lasting business relationship and save money along the way.

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Xero

JANUARY 22, 2023

We held our sixth Responsible Data Use Advisory Council meeting just before Christmas last year. This was another fantastic opportunity to tap the wealth of expertise of our council members about emerging trends around responsible data use for small businesses. The council is made up of myself, Laura Jackson of Popcorn Shed (business owner), Maribel Lopez of Lopez Research (technology analyst), Wyndi and Eli Tagi of WE Mana (advisors), Aaron Wittman of XBert (app developer), Anna Johnston of

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XERO Payroll Invoicing Accounts Payable 246

Sage Intacct

JANUARY 24, 2023

The finance team of today looks incredibly different than its counterparts did five years ago. Modern CFOs and other finance leaders are expected to play a much more active strategic role in their companies than they once did.

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Insightful Accountant

JANUARY 26, 2023

In QuickBooks Desktop Mac Plus 2023, you can create Customer Groups to run reports or send emails to multiple related customers.

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QuickBooks 105

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.

IPS

JANUARY 25, 2023

Every business wants to do more with less these days, and hotels are no exception.

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Accounts Payable Accounts Payable Accounting Accounting 55

Outsourced Bookeeping

JANUARY 27, 2023

We have started the Accounts Payable Services for businesses like Restaurants and Real Estate Companies and alike. Here we provide the back office support for functions like processing of Bills in Accounting Softwares We have worked in Software such as MAS90 Sage, Restaurant 365 (R365), Great Plains, QuickBooks and Propertyware. We can meet your requirements from 3 seat working to 10 seat working.

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Accounts Payable Accounts Payable Outsourced Bookkeeping Accounting 52

Cloud Accounting Podcast

JANUARY 27, 2023

Meet Our Guest, Lea Briscoe LinkedIn: [link] Learn more about Purple Wave [link] Need CPE? Subscribe to the Earmark Accounting Podcast: [link] Get CPE for listening to podcasts with Earmark CPE: [link] Get in Touch Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes , or Podchaser.

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Accounting Accounting 52

Insightful Accountant

JANUARY 23, 2023

You need to read this if you're an accountant who has firm-billed (wholesale billing or “Bill My Firm”) clients without a Payroll or Contractor Payment subscription, and are filing 1099(s) for the 2022 tax year.

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Billing QuickBooks Payroll Tax 105

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

NextProcess

JANUARY 27, 2023

Is the paper in your office getting out of hand? Boxes taking up too much space? Or are important documents stored off-site where you can’t easily get to them? There are many good reasons to store business records, but if they’re cluttering things up or you can’t access them, then there’s a problem. Or maybe your records are already digitized, or at least some of them are.

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Microsoft Excel Computation Auditing Expense Reports 52

Counto

JANUARY 26, 2023

4 Signs That Your Business Needs to Reassess Its Bookkeeping Bookkeeping is a vital part of running a successful business. It helps track income and expenses and can provide insights into a company’s financial health. However, knowing when your business needs to step up its bookkeeping practices is not always easy. In fact, most start-ups may choose to engage accounting services for SMEs in Singapore to help streamline their processes.

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Bookkeeping Bank Reconciliation Financial Records Outsourced Bookkeeping 52

Sage Intacct

JANUARY 26, 2023

In a down market, there is greater risk of customers not getting value from the product. So, how can finance teams help stay in front of customer churn?

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Insightful Accountant

JANUARY 24, 2023

Digital strategist Lisa Apolinski breaks down the most important factors your firm's website needs to create a memorable digital experience for your clients.

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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.

CloudCheckr

JANUARY 26, 2023

The cloud can deliver huge benefits to enterprise IT and your business as a whole. But in order to get the most out of your investment, you need to think strategically about how you will measure the success of your cloud journey. Whether you’ve recently adopted a cloud platform for your organization or your cloud operations are well established, there are many ways to assess the overall effectiveness of your IT infrastructure.

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FinOps FinOps Cloud FinOps Budgeting 52

Counto

JANUARY 26, 2023

4 Signs That Your Business Needs to Reassess Its Bookkeeping Bookkeeping is a vital part of running a successful business. It helps track income and expenses and can provide insights into a company’s financial health. However, knowing when your business needs to step up its bookkeeping practices is not always easy. In fact, most start-ups may choose to engage accounting services for SMEs in Singapore to help streamline their processes.

Bookkeeping 52

Bookkeeping Bank Reconciliation Financial Records Outsourced Bookkeeping 52

Sage Intacct

JANUARY 26, 2023

In a down market, there is greater risk of customers not getting value from the product. So, how can finance teams help stay in front of customer churn?

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Insightful Accountant

JANUARY 25, 2023

The recently released 'Xero Small Business Insights' reveals two slowest sales growth months since the start of 2021.

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XERO 101

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.