Xero
MARCH 22, 2023
Over a decade ago, Xero acquired the WorkflowMax (WFM) product to build out Xero’s practice tool offering globally, and ultimately help us to create a more seamless experience for accountants and bookkeepers to run their practice in the cloud. We followed with the launch of Xero Practice Manager (XPM), bringing to fruition the early vision we had for the WorkflowMax product.
Fidesic blog
MARCH 21, 2023
Digitizing accounting functions can improve efficiency, reduce costs, and increase accuracy for service-based companies. It can also provide valuable insights and analytics that can aid decision-making and help firms stay competitive in a rapidly evolving marketplace. In this post we will discuss the importance of digitizing B2B payments as it relates to digital transformation (DX) initiatives.
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Intuit
MARCH 22, 2023
Growing up, Eriona Bajrakurtaj had a unique dream compared to other kids her age. “I wanted to be this businesswoman where I walk into a boardroom and everyone respects me because I have knowledge and things like that,” Eriona says. “I had a very different outlook from my friends.” In fact, very little about Eriona’s childhood was typical. At 13, she started bookkeeping for her father’s fledgling accounting business.
Accounting Department
MARCH 23, 2023
As we move towards a more technology-driven world, it's important for business owners to adopt a "work smarter, not harder" mentality. One way to achieve this is through workflow automation with ERP software like NetSuite.
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.
Xero
MARCH 19, 2023
The past few months have been a whirlwind for many New Zealanders. From devastating weather events to rising costs of living pressures, it’s been a hugely challenging start to 2023. But the promise of a new financial year brings the chance for small business owners to reset their work routines – creating new habits, goals and even wellbeing practices to make life a little easier.
Fidesic blog
MARCH 23, 2023
How has the Microsoft Dynamics ISV landscape changed in the D365 ERA?
Financial Ops World brings together the best financial operations content from the widest variety of thought leaders.
Accounting Department
MARCH 22, 2023
Outsourced bookkeeping services are here to help CFOs of small to medium-sized businesses optimize their time and offer them a number of benefits!
ProsperOps
MARCH 22, 2023
ProsperOps at AWS Fest May 3, 2023 Virtual Event 12:00 p.m. CT On May 3rd, w e're teaming up with N2WS for a presentation at the Compute Edition of AWS Fest! AWS Fest is a virtual global summit for cloud customers managing their workloads on AWS. The summit offers the most innovative and comprehensive real-life problem-solving topics affecting cloud.
FinOps in Practice
MARCH 20, 2023
Do you know any data scientists or machine learning (ML) engineers who wouldn’t want to increase the pace of model development and production? Are you aware of teams who are collaborating with pure ease when enlisting continuous integration and deployment practices on ML/AI models? We don’t think so. MLOps, which stands for Machine Learning Operations, is being used to help streamline the workflow of taking machine learning models to production, as well as maintaining and monitoring them.
Intuit
MARCH 22, 2023
Money has always played an important role in Kim Liao’s life. As a little girl growing up in China, she embraced the side-hustle. She loved getting pocket change from her parents for doing chores or practicing piano and would even charge her uncles $3 to wash their hair. “I just wanted to be rich,” she remembers. Kim had a good role model for success and hard work in her mother—a college professor.
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
MARCH 20, 2023
Murph takes you through the basic steps to use QuickBooks Online-Advanced Spreadsheet Sync. Preliminary results of our Top 100 Applicants specializing in QBO-Adv show not many of their clients are using this feature.
Nanonets
MARCH 23, 2023
Are you ready for the future of work? Because it's here, and it's not messing around. With technological evolutions taking center stage, we're about to experience a shift as significant as the mechanization of agriculture and manufacturing in prior generations. It's an exciting time, full of possibilities and opportunities, but also challenges and uncertainty.
FinOps in Practice
MARCH 21, 2023
MLOps stands for Machine Learning Operations and refers to the practice of implementing the development, deployment, monitoring, and management of ML (machine learning) models in production environments. The main aim of MLOps is to close the gap between data science and IT operations by applying certain principles and practices – from DevOps to ML workflows.
Intuit
MARCH 21, 2023
While sparring with his aspiring-boxer nephew, Cedric Utley took some punches and closed his eyes on impact. He learned an important life lesson when his nephew chided, “You got to get hit with your eyes open.” The words stuck with Cedric. “That’s kind of what life is,” he says. “You’re going to get hit, but you still have to see the opportunities in front of you.
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
MARCH 19, 2023
401GO's offers six tips accounting professional advisors can offer to help guide their clients.
CapActix
MARCH 23, 2023
Introduction Accounting practices have changed over time with new technologies, evolving customer demands, and business needs. It is now much more than just bookkeeping and ledgers. Accounting firms are embracing these new trends to be in league with the new changes and better serve client demands. The Pandemic effects are still relevant, and adapting to the latest accounting trends is the one way to stay sustainable for more extended periods in the market.
Plooto
MARCH 20, 2023
All business owners face the epic challenge of growing their business while having enough cash to fund product development, expand sales and marketing, or hire additional staff. The key to success lies in having positive working capital , which provides excess cash to invest in growth. To quote an industry maxim: “Revenue is Vanity, Profit is Sanity and Cash is King” — Alan Miltz.
CSI Accounting & Payroll
MARCH 18, 2023
As an automotive repair business owner, setting and hitting appropriate Gross Profit Margins (GPMs) can significantly impact your company's financial health and long-term success. The GPM is a crucial metric that reflects the percentage of revenue that remains after the cost of goods sold (COGS) is subtracted. How do you get started with monitoring your GPM?
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
MARCH 21, 2023
Trullion CEO Isaac Heller explains why technology offers an answer—and the promise—of revitalizing an industry.
SMB Accounting and Consulting
MARCH 24, 2023
When a new vendor or subcontractor provides a service to your business for the first time, it is important to request a W-9 from them as soon as possible. By doing so, you will be able to confirm the vendors mailing information and EIN (Employer Identification Number) which is needed for 1099-NEC tax filings. Tax form 1099-NEC is the IRS form used by businesses to report payments made to independent contractors, subcontractors, freelancers, sole proprietors and self-employed individuals for serv
LedgerDocs
MARCH 23, 2023
As a bookkeeper or accountant for a Canadian business, it is important to stay on top of the tax-related documents that need to be prepared for to ensure compliance with Canada’s taxation laws. A failure to prepare all of the necessary documents can lead to fines or penalties for the business owner. So, what documents should bookkeepers or accountants of Canadian business owners be aware of to collect during tax season?
Gaviti
MARCH 21, 2023
Proper accounts receivable management is vital if you want to operate a healthy business. It doesn’t matter how much in sales you generate if you never collect on your invoices, or if you keep losing vital invoices you are meant to collect on. While it may not be the most exciting part of your business, good accounts receivable (A/R) practices will make your other business operations much smoother.
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
MARCH 22, 2023
See how the program will help protect small business against unforeseen charge-backs, regardless of fraud, no questions asked.
Accounting Tools
MARCH 24, 2023
Related Courses Fixed Asset Accounting How to Audit Fixed Assets The land asset is not depreciated , because it is considered to have an infinite useful life. This makes land unique among all asset types; it is the only one for which depreciation is prohibited. Nearly all fixed assets have a useful life, after which they no longer contribute to the operations of a company or they stop generating revenue.
Cloud Accounting Podcast
MARCH 22, 2023
Matt Foreman explains what tax lawyers do; KPMG in the spotlight for signing off on SVB's books; digital bank apps benefit from SVB collapse; CLA launches paid high school accounting internships; Zoho's 10 most-installed CRM extensions of 2022; accounting talent shortage may cause city credit ratings to drop Sponsors Softledger - [link] LiveFlow - [link] Keeper - [link] Need CPE?
Reconciled Solutions
MARCH 20, 2023
March is Women’s History Month, which means it’s a great time to recognize the achievements of women, particularly in the business world. Women entrepreneurs and. The post Women’s History Month: Celebrating our wins and facing the challenges ahead appeared first on Reconciled Solutions.
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
MARCH 21, 2023
Thanks to the new partnership, Relay will become the official online banking platform for the network of certified coaches and trainers.
Accounting Tools
MARCH 24, 2023
Related Courses Bookkeeping Guidebook Closing the Books The Year-End Close Types of Trial Balance Errors The trial balance is a summary-level of listing of the debit or credit total in each account. You normally use the initial, or unadjusted, trial balance for two reasons: To ensure that the total of all debits equals the total of all credits, thereby ensuring that all of the underlying transactions are in balance.
Enterprise Recovery: Accounts Receivable
MARCH 24, 2023
As accounts receivables (AR) begin to fall delinquent, your business expenses could fall delinquent as well. With every late-paying client, cash flow for payroll, rent, or other vendors falls short, threatening your company's bottom line and growth. The effectiveness of your accounts receivable department may be one of the most important measurements to determine the success of your business.
MineralTree
MARCH 23, 2023
You’re researching flights for that much-needed vacation and are presented with two options: a direct flight or a connecting flight. Which do you buy? Given a choice, most people opt for the direct flight because it’s faster and easier. Connections add unnecessary time, stress, and risk to a trip – even when everything goes according to plan. Layovers that go awry also create a domino effect, enabling one delay or missed connection to disrupt your entire itinerary.
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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