Melancon looks ahead to tax season challenges
Accounting Today
JANUARY 11, 2023
Xero
JANUARY 12, 2023
At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised. Moving clients to Xero can be efficient and stress-free. There’s a common misconception among accountants and bookkeepers that moving clients to new software, like Xero, can be a costly, time-consuming task.
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Accounting Department
JANUARY 11, 2023
With every invoice a company receives, there is an associated cost that comes along with it. The cost of reviewing, processing, and paying the invoice. Now while this particular cost may not be all monetary, there is a cost that comes with the substantial amount of time it takes to handle such a task.
FinOps in Practice
JANUARY 13, 2023
First off, let’s start with defining AWS data transfer. It refers to the movement of data in and out of AWS services over the internet or other networks, or between different AWS services, such as moving data from an Amazon S3 bucket to an Amazon EC2 instance. In other words, it includes various scenarios, like transferring data from on-premises or other cloud platforms to AWS services, or vice versa.
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.
Sage Intacct
JANUARY 9, 2023
Recently, I sat in on a financial-services session at our annual Sage Transform conference for Sage Intacct customers and partners. The session focused on family offices and one of the panelists, a CFO at a firm with dozens of multiple entities, described her journey building the firm’s financial tech stack. She spoke of taking months to analyze their business processes so their automation efforts would get it right the first time.
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Insightful Accountant
JANUARY 11, 2023
Internationally renowned ProAdvisor Esther Friedberg Karp shares some of the QBO features she wishes would have made it to the Canadian market.
CloudZero
JANUARY 9, 2023
FinOps, or the practice of managing a company’s cloud computing costs, and DevOps, the process of efficiently building applications in the cloud, should ideally go hand-in-hand.
Gaviti
JANUARY 10, 2023
CFO turnover rates are at an all-time high as financial professionals grapple with unprecedented economic realities. The current global economy requires dynamic cash flow planning, but not all CFOs have the skills or talents to rise to the occasion. The good news is that all financial professionals can learn how to prepare a company to masterfully handle economic uncertainty.
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.
Insightful Accountant
JANUARY 10, 2023
As financial planning and analysis continues to evolve, keeping up with the trends is critical. Jedox CFO Dr. Björn Schmidt dishes on the top trends for you to watch this year.
CloudZero
JANUARY 13, 2023
MongoDB is a popular non-relational database among developers of distributed apps. This Not Only SQL (NoSQL) database system delivers versatility, high scalability, and a flexible querying model. MongoDB is also remarkable for its fault-tolerance, self-healing, and real-time analytics capabilities.
Gaviti
JANUARY 8, 2023
Task prioritization takes different forms across various industries. In accounts receivables, it most commonly manifests as account prioritization. This refers to organizing and categorizing customer accounts according to their creditworthiness and likelihood of payment. It adds an extra step to credit extension and A/R processes, but it saves organizations time they would otherwise spend hunting payments for invoices.
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.
Insightful Accountant
JANUARY 12, 2023
Are you thinking, 'There must be one solution that can be configured to fit all your needs?' You might be right, and the New Year might be the perfect time to switch.
CloudZero
JANUARY 10, 2023
As a leader in observability and application performance monitoring (APM), New Relic empowers engineers with a data-driven approach to planning, building, deploying, and running great software.
Enterprise Recovery: Accounts Receivable
JANUARY 13, 2023
As a business that works with other businesses, the expectation is that they'll pay for the goods and services you're providing. Unfortunately, delinquency and debt in business relationships is a very real, all-to-common problem. If you pay attention, there are glaring red flags that could provide clues that some clients could be problematic. Here are six types of risky B2B client behaviors that might indicate they won't pay on time.
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.
Insightful Accountant
JANUARY 10, 2023
Insightful Accountant caught up with Lance Conrad of AvidXchange during QuickBooks Connect in Las Vegas.
MineralTree
JANUARY 12, 2023
What are Automated Invoice Payments? Automated invoice payments for businesses refer to when a company digitizes the way they pay their vendors. Automated payments help accounts payable (AP) teams quickly pay suppliers and process invoices by streamlining manual, convoluted AP workflows. Teams can automate some or all of the steps within the invoice workflow, including invoice capture , coding and approvals, as well as payment authorization and execution.
SSI Healthcare Rev Cycle Solutions
JANUARY 13, 2023
What Hospitals Need to Know About Prior Authorization in 2023: Industry Updates. January 13, 2023. Prior authorization (PA), or precertification, continues to be a hot topic across the trifecta of payers, providers, and patients—and for a good reason. While prior authorization was intended to decrease costs and further value-based care initiatives for payers, it has led to significant administrative burdens for providers and increased care delays (and harm) for patients.
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
Insightful Accountant
JANUARY 8, 2023
The CEO of Business Solutions joins the Accounting Insiders line up to provide insights on how niching can transform your business. Listen now.
CloudZero
JANUARY 11, 2023
Over the last few years, more organizations have switched from relying solely on one cloud service provider (CSP) to several. Among the primary reasons for the change are minimizing dependence on a single CSP, preventing vendor lock-in, and providing greater flexibility.
SSI Healthcare Rev Cycle Solutions
JANUARY 11, 2023
SSI Prior Authorization Game-Changer: Demo and Expert Q&A for Hospital Enterprise Solution [Webinar]. The path to quicker, more accurate prior authorizations + ask the experts! Live webinar: January 17, 2023 1:30 pm CT. Upcoming CMS regulations will require you to be up and running with an electronic solution before the 2026 deadline in order to be eligible for incentive payments.
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.
Insightful Accountant
JANUARY 9, 2023
Top 100 candidates will see the addition to two new 'categorical awards' for 2023 to help bolster the recognition of ProAdvisor specialization. There will be new awards for QuickBooks Online Advanced and QuickBooks Desktop Enterprise.
Sage Intacct
JANUARY 13, 2023
For even the most thorough of SaaS CFOs, there's a nagging question that's always risky to ignore: "How are we doing on our accounting compliance?" With new accounting laws and regulations emerging every year, it’s a question SaaS finance leaders are increasingly fretting over. Compliance with government accounting standards can have consequences that ripple through all levels of your enterprise.
Dext
JANUARY 13, 2023
For hundreds of years, technology has paved the way for a faster, more efficient way of doing things. From cars to computers and everything in between, it has allowed us to achieve more in less time. In this scenario, automation has proven to be a powerful tool.
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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