2019

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What makes a great accounts payable team leader

AP Association

The team leader is at the heart of the AP department and if they are not great at all aspects of their job, they have little chance of successfully leading a cohesive AP team. Whatever the size of the business, accounts payable is always going to be an integral part of it, and without a capable person at the helm to lead the team, accounts payable overall as a department is not going to flourish in the way it could.

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Will Your Business Disrupt—Or Be Disrupted?

Sage Intacct

“Digital transformation” may sound like a buzzword, but the drivers behind it are very real. In an era where technology is reshaping businesses and industries, companies that harness technology can reap big advantages over those that don’t. Businesses must first determine how to adapt their businesses for the digital age and then put technology to work to bring these changes to life.

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How Automation is Changing Financial Services – SAP Business Entity Recognition

SAP Accounts Payable

By Ivona Crnoja and Nik Sacher. New artificial intelligence technologies are in the process of fundamentally transforming the financial services market. Over the past years especially the financial sector has recognised the economic benefits of artificial intelligence – gaining new insights from existing data to optimise credit decisions and improve financial risk management, automating business processes that previously only worked with manual human intervention and improving the customer

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HOA Management Tech: 6 Can’t-Miss Solutions to Improve Efficiency

AvidXchange

Multitasking is mandatory for community association management groups charged with managing finances and maintaining properties while handling owner issues and communicating with their boards in a timely manner. This vast range of responsibilities can make it easy to lose sight of the ultimate goal: growth. Here are six technology solutions for community association management companies that can create efficiencies by automating and offloading many of those manual tasks, giving managers more tim

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2025 Payroll Calendar Templates (Biweekly, Semi-Monthly, and Monthly)

Use these handy calendar templates to stay on top of payroll in 2025! Download them today to share with your HR team or post for employees. Whether your company has biweekly, semi-monthly, or monthly pay periods, Paycor has you covered. Get your templates today!

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Season’s Greetings from Acton Accounting and Bookkeeping Inc.

Acton Accounting & Bookkeeping

Happy Holidays from Acton Accounting and Bookkeeping Inc. Wishing you a joyous and safe holiday season, and a happy New Year 2020! We would like to inform our clients that our office will be closed on December 24, December 25, December 30, and December 31, 2019, as well as January 1, 2020. If you require our services for filing your 2019 T1 personal tax returns in the spring, please remember to forward your documents and/or book your appointment with us ASAP.

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Tax Advisor vs Accountant

Billah and Associates

An accountant and a tax advisor both serve specific financial requirements and they are certainly not the same. You need to choose one of them based on your financial requirements. Each of them has different roles to play to ensure efficient personal and corporate financial management. Tax Advisor vs Accountant – Understand the Differences In order to make the selection, you must know the primary difference between a tax advisor and an accountant and their work.

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Aug 24, Plooto Workflow | QBO Integration

Bookkeeping Essentials

Automate sending and receiving payments online with a Plooto workflow. Seamlessly integrates with QBO. Dual stage authorization. $25 per month monthly fees introduced effective August 31, 2019.

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The Cost of Patient "Disloyalty" to Health Systems

MediRevv

Patient loyalty factors into a lot of decisions that healthcare leaders are making, but are those investments misplaced? It’s common knowledge in business that it is much more cost-efficient and easier to retain a current customer than go get new ones.

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Webinar: Building AWS Cost Metrics into Your Monitoring Strategy

CloudZero

Thanks to infinitely scalable infrastructure, containers, and Serverless computing, companies can now build in record time with fewer resources. However, with this on-demand purchasing power often comes runaway spending, with bills coming at the end of the month with unpredicted and hidden costs. While engineers aren’t setting out to build expensive applications, they lack the data they need to make decisions based on cost.

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Ep. 38: Steve McNally - Business Transformations

IMA's Count Me

Steve's Articles: [link] [link] FULL EPISODE TRANSCRIPT Adam : (00:00) Hey everyone, this is Count Me In, IMA's podcast about all things affecting the accounting and finance world. I'm your host, Adam Larson and I'd like to welcome you back to another episode filled with valuable insight from an industry leader. Steve McNally is a CFO, board director and thought leader who joined Mitch to talk about business transformations.

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From Start to Scale: Driving Growth Through Seamless Payments Implementation

Speaker: Michael Veatch, Senior Director, Implementations & Ella Aguirre, Director of Solution Consulting

Embedding payments can be a transformative step for software companies looking to enhance their platform capabilities, boost customer satisfaction, and drive long-term growth. However, the success of payments hinges on a single thing: implementation. Drawing on real-world insights and experiences, payments implementation experts Michael Veatch and Ella Aguirre will explore actionable strategies that can lead to a transparent, friction-free launch and mitigate potential challenges like technical

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6 Tips for Accounts Payable Interview Success

AP Association

If you’ve recently lost your job , or are looking for a new role, and you have finally been able to get an interview at a great company, in the accounts payable department, and now it is time to prepare yourself. Preparation really is the key to success, especially when it comes to interviews. If you have some pre-thought out answers up your sleeve, you won’t feel put on-the-spot when a difficult question comes up.

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3 Experts Advise on How to Integrate Salesforce CPQ with Cloud Financials

Sage Intacct

As firms purchase Salesforce CPQ to bring efficiency and controls to their quoting process, they look for ways to streamline entering order information into their financial system. Particularly with land-and-expand subscription business models, they need to track upsells and renewals against the performance obligations from the original sale, in order to track and increase CLTV.

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DME-ACH IAT format

SAP Accounts Payable

Payment files are generated using Automatic Payment Programs. These files are then encrypted and transferred to the bank. ESB picks up these payment files from SAP folder and shares the same with the bank through MIM job. Bank reads the payment files only in format specified by the bank itself. DME stands for “Data Medium Exchange.” To use DME, payment medium workbench is used.

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Making the Case for Better B2B ePayment Processing

AvidXchange

New fintech trends are constantly emerging. This can make it difficult to determine which ones are necessary and which are simply “nice to have.” But as businesses begin to scale for growth and eliminate paper, automated bill payment software and e-payments are proving to be essential for a simple, swift and secure payment pipeline. Why Businesses are Hesitant to Implement E-Payments Businesses are hesitant to automate for a handful of reasons.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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Should you buy Bill.com stock?

Cloud Accounting Podcast

Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:59 – What’s in a name? Ask Richard Kopelman , CEO of Aprio | Aprio 04:07 – The U.S. can’t seem to tear itself away from using paper checks, but Australia can!

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Hire the Right Bookkeeper for Your Startup Company

Billah and Associates

What is the right time to hire a bookkeeping service provider? Preferably, you need some experienced personnel to handle your financial day-to-day tasks immediately after you start your new business. Having a professional bookkeeper can ideally help you concentrate on running and developing your startup and focus more on what you are best at. Yes surely, bookkeeping can be managed without the need of having an external team of bookkeepers.

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What’s New In Receipt Bank: May 2019

Dext

Ready for what’s new in Receipt Bank? This month, we brought the full power of Match and Missing Paperwork for Sage users, released Bank Accounts and made the look and feel of line items just that little bit better.

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Apr 26, Chrome Browser Features | QBO Workflow

Bookkeeping Essentials

Tips on how to optimize Chrome browser features for cloud accounting software like QBO (QuickBooks Online) and other cloud accounting related software. You need to know this stuff if you are using QBO!

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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Updates in Price Transparency Include Hardwired Care Coordination

MediRevv

CMS Administrator Seema Verma recently announced the proposed calendar year 2020 Physician Fee Schedule. This plan has overhauled the way physicians are paid to help address the growing number of patients who have multiple chronic diseases.

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AWS Savings Plans Shake up Cloud Cost Optimization Industry

CloudZero

Last week, Amazon announced the end of the reserved instance, commonly known as the “RI”, with the announcement of their new replacement, “ AWS Savings Plans ”. Amazon has been dropping hints for a while that they were heading in this direction, in particular their September announcement stating that all instance type limits would now be based on vCPUs, a move which laid the groundwork behind the scenes for savings plans and most likely a whole lot more that we have yet to see.

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BONUS | Dennis Whitney - CMA Exam and Certification

IMA's Count Me

IMA: [link] CMA: [link] Exam Changes: [link] FULL EPISODE TRANSCRIPT Mitch : (00:05) Welcome back for another bonus episode here on Count Me In, IMA's podcast about all things affecting the accounting and finance world. A major consideration for accounting and finance professionals today is certification and continuing education related to their jobs and responsibilities.

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Interview Guidance for Accounts Payable Professionals

AP Association

In this career article we provide clear guidance on all aspects of an interview, covering preparation for, travelling to, what to do during and what to do after the interview… Finding jobs to apply for Finding any “old” job to apply for is not too difficult but finding the perfect job, well, that can be a lot more challenging! There are many ways to find AP related jobs; these include recruitment agencies, newspapers and magazines, social media and the best way of all through the APA jobs li

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Back to Basics with Reconciliations

Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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Ready, Set, Grow: Future-Proof Your Business with Cloud-Based Financials

Sage Intacct

Technological change is accelerating at a frenetic pace—and with dramatic impact. It’s reshaping customer expectations, employee requirements and attitudes, and disrupting business practices, models and entire industries.

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5 Easy Steps to Add New Line Item Fields to FBL1N

SAP Accounts Payable

Introduction: A common request from users of FBL1N (Vendor Line Items) is to include additional columns of data in the “Column Set” that can be selected when creating or maintaining a line layout variant. These requests come when neither the base list nor the special fields list have the data needed; i.e., user needs data from another table.

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The Future of the CFO

AvidXchange

The role of the CFO is continuously evolving. While leading financial planning and risk management for their organizations remains paramount, today’s CFOs are also taking on a more strategic role in keeping the business ahead of its competition. Not everyone is prepared for this shift. A study conducted by Forbes and KPMG found that a third of CEOs believe their CFO lacks the right skills to support strategic planning.

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CPA licensure evolves at an evolutionary pace

Cloud Accounting Podcast

Sponsors OnPay: [link] OnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes 01:57 – The gentlemen discuss a big reveal at the Digital CPA Conference – a proposed revamping of the CPA licensure model and what it could mean!

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Usage-Based Monetization Musts: A Roadmap for Sustainable Revenue Growth

Speaker: David Warren and Kevin O'Neill Stoll

Transitioning to a usage-based business model offers powerful growth opportunities but comes with unique challenges. How do you validate strategies, reduce risks, and ensure alignment with customer value? Join us for a deep dive into designing effective pilots that test the waters and drive success in usage-based revenue. Discover how to develop a pilot that captures real customer feedback, aligns internal teams with usage metrics, and rethinks sales incentives to prioritize lasting customer eng

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Advantages of Using Bookkeeping Service for Your Business

Billah and Associates

Should you Hire a Bookkeeper or Accountant? Owning a huge enterprise and running it smoothly are two completely different concepts. Even if you are lucky enough to have a huge amount of capital and plenty of loyal customers, you would not be able to take it forward without efficient bookkeeping skills. 5 Top Advantages of Using Bookkeeping Service for Business Bookkeeping is an inseparable part of a business and every entrepreneur should be aware of it.

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That’s A Wrap! 6 Highlights of Receipt Bank Exchange Australia 2019

Dext

This year, Receipt Bank did a company-first. We took a select group of Australian partners away from their desks for an immersive learning experience, to share best practices to help them continue to build their firms. The experience took place at the Sheraton Grand Mirage Resort in Port Douglas for three days.

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Mar 7, Place of Supply Rules For GST & HST

Bookkeeping Essentials

Effective May 1, 2010, the place of supply rules for IPP and services changes. They are now based on customer location. New QST rules for non-residents went into effect in 2019. Learn about online sales, out-of-province sales, non-resident sales.

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[Slide Share]: There's no GPS to help your patients on their financial journey through healthcare

MediRevv

Imagine if your patients were armed with all the tools and resources they needed to make informed decisions on their healthcare choices and billing options. The focus on surprise medical bills and patient loyalty has been in the news recently, along with how high-deductible health policies are linked to delayed diagnosis and treatment.

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Solve Your Firms Automation Complexities Once and For All

Speaker: Mark Stovel

When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.