Sat.May 27, 2023 - Fri.Jun 02, 2023

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Integrating AI into Your Finance Function

Nanonets

Emerging technologies such as artificial intelligence and machine learning have transformed the traditional finance function by making processes efficient, improving accuracy, and enabling data-driven decision-making. According to a Forrester survey, 98% of financial institutions believe that AI and ML can give them an edge and improve how they do business.

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How are your customers feeling?

Xero

With the cost of living continuing to rise, putting pressure on many households, it’s timely for small business owners to think about consumer confidence. Consumer confidence is an important economic indicator for small businesses that mainly sell to households, because “consumers” is really just another word for your “customers” Looking at the most recent figures, the OECD Consumer Confidence Index remains below 100 in Australia, Canada, New Zealand, South Africa, the

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professionals

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It's Summertime at AccountingDepartment.com!

Accounting Department

It's summertime at AccountingDepartment.com and we have all sorts of fun things happening! To kick off the summer season this past Memorial Day weekend, we launched our 12th annual ADC Summer Challenge.

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Customize your career journey at Intuit

Intuit

Senior software engineer, Atia Hashimi, joined Intuit in 2019. While pursuing a master’s degree, she started working with Android applications and fell in love with mobile app development. Now, as a member of the QuickBooks Live Mobile team, she’s leading and driving tech initiatives. What did your life look like prior to joining Intuit? I was born in Afghanistan.

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Your Accounting Expertise Will Only Get You So Far: The New Way To Lead

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.

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Tracking Contractor Retention the QuickBooks Way

Insightful Accountant

Murph takes you step by step through tracking construction or contractor retention the QuickBooks way.

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Beautiful game, beautiful business: Why this, why us, and why now?

Xero

We are always looking for ways to help inspire our small business community, motivate the next generation of small business owners and build our brand relevance globally. Football is the most popular and watched sport on the planet and women’s football is ascending at a rapid rate in popularity. The opportunity to help fuel and contribute to this growth is massive.

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Intuit’s First Supplier Diversity Economic Impact Report Reinforces Commitment to Small & Diverse-Owned Businesses

Intuit

As the center of small business success, Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes TurboTax , Credit Karma , QuickBooks , and Mailchimp, published its first annual Supplier Diversity Economic Impact Report. Through a concerted effort to proactively source products and services from small and diverse suppliers, Intuit is achieving impactful change for minority and women-owned businesses at scale.

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FTC Safeguards Rule Compliance Due as of June 9, 2023

Insightful Accountant

You cannot procrastinate any longer, June 9 is the deadline for FTC Safeguard rules regarding cyber security.

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It’s about you and all that you do: Xero Singapore Awards 2023

Xero

Back for another year, the Xero Singapore Awards are all about celebrating the incredible commitment and achievements of our accounting and bookkeeping partners who work tirelessly to help Singapore small businesses thrive. As our first ever in-person Awards event, we have planned a very special evening to come together to honour you, the extraordinary work you and your team do, and to spotlight the innovation, resilience and perseverance this community has demonstrated over the year.

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How to Gain Control of School Spending

Compleatable

Do you (or does someone in your school setting) know exactly how much is being spent, by whom, and on what? If you’re involved in procurement and purchasing at your school, then feeling in control of the school’s spending is probably one of your top priorities and biggest challenges. The benefits of taking control of school spending Everything is ticking along at school, right?

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

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.

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Atlanta chef crafts a culture of respect

Intuit

Diners at Little Bear in Atlanta, Georgia, will notice a theme in the decor: dogs. Head chef and founder Jarrett Steiber named his restaurant after his dog Fernando, affectionately known as a ‘little bear’ due to his size and fluffy fur. As for the food? Jarrett will be the first to tell you that the answer isn’t as easy as you might expect. While the 30-seat eatery is inspired by Jarrett and his wife’s dining experiences in cities like San Francisco and Montreal, Little Bear preserves the atm

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What Can Canadian Accountants Learn from the Silicon Valley Bank Failure

Plooto

The failure of Silicon Valley Bank (SVB) triggered a global financial tsunami, stunning multiple industries and institutions and shaking the confidence of both businesses and consumers.

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How to Rename PDF Files Based on Content

Nanonets

Why Rename PDF Files based on their content? * PDF files shared between organizations are named haphazardly. * The file names often have nothing to do with the data they contain. * This makes it hard to keep track of documents and identify them. * Precious man-hours are spent in renaming and organizing such documents for convenient reference. *This allows users to identify files more quickly, and get some information about the documents without having to open them individually.

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Accounts Receivable Outsourcing vs. A/R Collections Management Software: What You Need to Know

Gaviti

Accounts receivable is one of the most critical roles in your business. How well your team handles collections determines whether you have the cash to make payroll, pay taxes, and cover other financial obligations. Receivables management can also become incredibly complex and high-risk. This risk compels savvy business managers to consider whether they should use accounts receivable outsourcing or turn to management software.

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Doing More With Less: The Modern Finance Miracle

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.

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IRS Announces 2024 Inflation Adjustments for Health Plans

Insightful Accountant

The IRS has announced 2024 inflation adjustments for HDHP and HSA health plans that could impact payroll deductions or contributions.

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Factors to Consider When Choosing Digital Bookkeeping Software

LedgerDocs

In the past couple of years the way we work has changed, with many people working remotely and with the introduction of new technology, bookkeeping has evolved. Stacks of paperwork no longer make the cut. Businesses need a way to manage thier finances on the cloud. Selecting digital tools is a big part of making that shift, it can make a huge difference in how efficiently you manage your books.

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4 Steps to Choosing an Accounts Payable Software that is Compatible with QuickBooks

MineralTree

Managing accounts payable can be a time-consuming and challenging task, especially for businesses with limited resources. Thankfully, the right accounts payable software can help businesses streamline their payment processes, reduce manual errors, and improve efficiency. QuickBooks is a popular accounting software for small and mid-sized businesses.

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5 Advantages of Using the Right Automated Billing System

Billing Platform

Did you know that 67% of businesses use automation to standardize or automate daily tasks? If this is the case, why do nearly 95% of workers say they still perform repetitive, time-consuming tasks? While organizations automate many processes, they often overlook billing as an element of their digital transformation. But understanding what an automated billing system is and its importance is crucial for customer satisfaction and staying ahead of competitors.

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8 Pillars of Leadership Development

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.

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Karla Uribe is Intuit's New Director of Product Management, Partners Segment

Insightful Accountant

Intuit QuickBooks has welcomed Karla Uribe as the New Director of Product Management, Partners Segment for the accountant community.

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Links Between Employee Retention and Business Process Automation

NextProcess

Losing a valued employee is a blow to any business. Nowhere is this truer than in departments like accounts payable and procurement. So many key business processes happen in these finance departments that it can take quite a while to get new hires up to speed on how everything works in your organization, not to mention the expense of recruiting and training new employees.

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QuickBooks Live Bookkeeping Review 2023: Pricing Services and More

Ace Cloud Hosting

Attention, business owners! Are you tired of drowning in spreadsheets and losing valuable time to mind-numbing bookkeeping tasks? It’s time to reclaim your freedom and focus on what truly matters.

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IRS Loses $10 Billion In Debt Ceiling Deal & Proof ChatGPT Massively Increases Productivity

Cloud Accounting Podcast

Why AICPA's 12-point plan won't solve the CPA crisis; Earnings reports from Intuit, Sage, and Xero; Ramp adds AI features to spend management platform; why grads are ditching jobs at the Big Four; 70% of Gen Z employees would switch jobs for better tech, and more! Sponsors LiveFlow - [link] Tech Guru - [link] Client Hub - [link] Chapters (00:00) - IRS Loses $10 Billion In Debt Ceiling Deal & Proof ChatGPT Massively Increases Productivity (00:52) - Welcome to the show (04:52) - Potential debt

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How to Modernize Manufacturing Without Losing Control

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

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MassCPAs Launches Scholarship to Honor Legacy of Amy A. Pitter

Insightful Accountant

The scholarship will extend the influence of the Society’s retiring President and CEO by awarding a $5,000 scholarship to a deserving undergraduate or graduate student pursuing an accounting degree in Massachusetts.

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How Many Hours per Bookkeeping Client to Make $50/$100/$150K

Jetpack Workflow

Earning more than six figures as a professional bookkeeper may feel like a long shot when starting your business. But, if you can map out the number of clients and the work hours you need each week to get there, this goal becomes much more achievable. You can expect to work about 3 hours per week per client on their bookkeeping services. However, the total number of hours you work and the number of clients you need to reach different income levels will depend on the size of the client’s busines

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QuickBooks Live Bookkeeping Review 2023: Pricing Services and More

Ace Cloud Hosting

Attention, business owners! Are you tired of drowning in spreadsheets and losing valuable time to mind-numbing bookkeeping tasks? It’s time to reclaim your freedom and focus on what truly matters.

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3 Marketing Strategies Your Firm Should Avoid

Future Firm

For this podcast episode, I want to share three marketing strategies that your firm should steer clear of, along with the compelling reasons behind this advice. Listen below. 0:36 – It’s important to note that while these strategies have the potential to be effective, they often fall short due to their flawed setup and execution. 0:46 – The first marketing strategy to avoid is paid ads, as it tends to underperform due to various factors despite its initial simplicity. 1:30 R

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Protect What Matters: Rethinking Finance Ops In A Digital World

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.

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Patriot Software Now Offers CPE Credits for Accountants

Insightful Accountant

The accounting and payroll software company provider is giving CPE credits for live attendance of Patriot Software webinars, which are free to attend.

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The 6 Best Outsourced Accounting Firms to Consider in 2023

Jetpack Workflow

Hiring internally as your business and client demands grow can be a slow and costly endeavor. As a result, many firms turn to outsourcing as a more flexible and cost-effective staffing alternative. However, finding a reputable and affordable firm you can trust to deliver for your clients can be challenging. Through extensive research and talking with dozens of profitable firm owners, we discovered the top accounting outsourcing partners that thousands of US-based accounting firms work with succ

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The Complete Azure Tagging Guide (Updated 2023)

CloudZero

Tags provide a fairly simple way to label resources in a way that makes sense to your organization, such as to a specific engineering team. It enables you to assign categories to your resources so you can easily group, monitor, track, and filter them in any environment.

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QuickBooks Desktop Pro Review: Features and Pricing in 2023

Ace Cloud Hosting

“Behind every good business is a great accountant.” – Paul Miller, renowned tech blogger and CPA. If this quote resonates with you, then you’ve landed at the right spot!

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Automation, Evolved: Your New Playbook for Smarter Knowledge Work

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.