Perficient - Accounts Receivable

AUGUST 2, 2017

Good day and greetings from the Financial Services area. Even though I post under the category of Financial Services, I try to find a balance between business sensibilities but also try to inject some personality and perspective.

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Financial Services Collections Accounts Receivable Accounts Receivable 52

Accounting Today

NOVEMBER 16, 2023

Truncale most recently was the regional managing partner for EY's financial services organization in the Americas, which includes 14,000 professionals.

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Financial Services Accounting Accounting 276

Accounting Today

MARCH 29, 2024

EY names Americas financial services organization leader; EisnerAmper adds technology and life sciences leaders; and more news from across the profession.

Financial Services 159

Financial Services 159

Accounting Today

JULY 11, 2023

A financial services company headquartered in Los Angeles has bought a forensic accounting and litigation consulting firm based in Detroit.

Financial Services 189

Financial Services Accounting Accounting 189

Cloud Accounting Podcast

SEPTEMBER 19, 2019

Sponsor Podchaser: [link] Show Notes 01:41 – General Counsel Slavkin describes Cachet Financial Services as a sort of third-party vendor for payroll processing companies. 16:21 – Lesson learned: ABC - Always Be Cautious. Times Union 33:30 – Was this a crime of desperation, or a crime of greed? We appreciate you!

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Financial Services Deposits Payroll Accounting 40

Accounting Today

MARCH 12, 2024

But drew broad opposition from the financial services industry. The agency had intended to block access to tax data by most lenders on June 30 as part of a policy change that sought to protect taxpayer privacy.

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Tax Financial Services 132

Accounting Today

OCTOBER 20, 2023

Collins is "not a fit and proper person to provide financial services" and it is in the public interest for him to be barred from working in the sector, the Australian Securities and Investments Commission said in a statement.

Financial Services 159

Financial Services Tax 159

Accounting Today

SEPTEMBER 8, 2023

Indiana CPA Society adds five to board of directors; Eide Bailly Financial Services becomes Eide Bailly Wealth; and more news from across the profession.

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CPA Financial Services 165

Intuit

JUNE 16, 2023

Winning new customers : Expanding the CDR could facilitate better credit assessments and alternative payment methods in the financial services sector. There is additional potential to help small businesses by integrating customer relationship management (CRM) data with other software.

Data Entry 246

Data Entry Financial Services Invoicing Tax 246

Xero

JANUARY 23, 2024

At Xero we believe that actions on these three important areas would help make small businesses more resilient to crisis, drive more informed decisions and increase business efficiency and effectiveness.

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XERO Financial Services 174

Xero

JULY 28, 2022

Financial services at Xero empower small businesses and their advisors to take control of their cash flow and financial future by providing trusted insights and services. In our customer series we highlight small businesses using financial services to make their life easier. .

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Bookkeeping XERO Invoicing Financial Services 193

CloudZero

OCTOBER 17, 2023

Capital One offers a variety of financial products, such as credit cards, financial accounts, and auto financing. Now, Capital One might appear as a leading financial institution. But it views itself as a technology company that provides financial services — rather than a financial services company that uses technology.

Financial Services 69

Financial Services Financial Accounting Accounting Accounting 69

Tipalti

JUNE 27, 2023

When it comes to making global payments, you need a financial services company that will meet the organization's needs. Here we compare Payoneer vs PayPal and consider which one of these payment options might work best for you.

Financial Services 97

Financial Services 97

Counto

MARCH 4, 2024

For professionals in the financial services sector, where wage norms are higher, the minimum qualifying salary will rise to S$6,200 per month. This adjustment reflects Singapore’s commitment to aligning wage standards with market trends and ensuring that foreign workers contribute significantly to the local economy.

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Budgeting Financial Services Tax Accounting 98

Xero

APRIL 27, 2023

The winners are: UK Partner Awards Sole Practitioner of the Year – Adams O’Rourke Accountants Small Firm of the Year – Tennick Accountants Mid-size Firm of the Year – Sempar Accountancy and Tax Large Firm of the Year – Accounts and Legal National Firm – Azets Bookkeeping Partner of the Year – Fresh Financials (..)

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XERO Bookkeeping Account Bookkeeping Financial Services 207

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.

Financial Services 111

Financial Services 111

accountingfly

FEBRUARY 15, 2024

Tech Stack: QuickBooks, CaseWare, Sage, financial services industry-specific applications, etc. Education: BS in Accountancy Time zone: ET Salary: Project-based, typically $100 – $150/hr Sign up to connect with Candidate ID #20002712 The post Best Remote Accountants for Hire (February 2024) appeared first on Accountingfly.

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Outsourced Bookkeeping Accounting Accounting Financial Statements 52

Insightful Accountant

JULY 9, 2023

Insightful Accountant Publisher Gary DeHart and RLJ Financial Services' Caleb Jenkins talk "Scaling New Heights 2023." Check out the latest edition of the Accounting Insiders' podcast.

Accounting 72

Accounting Accounting Financial Services 72

Plooto

MARCH 12, 2023

On Friday, the California Department of Financial Protection and Innovation (DFPI) closed Silicon Valley Bank ("SVB") and appointed the Federal Deposit Insurance Corporation (FDIC) as the receiver. In addition, the Federal Reserve, FDIC, and U.S.

Deposits 98

Deposits Financial Services 98

Xero

JANUARY 9, 2024

John Towle, Director of Small Business, H&R Block John is the Director of Small Business at H&R Block , currently leading the emerging services business for the US market with a focus on bookkeeping and payroll services.

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XERO Bookkeeping Financial Operations Financial Operations 196

Intuit

MARCH 15, 2023

Beyond the four walls of our enterprise, we are committed to scaling our efforts across the communities we serve, and we continue to work closely with partners in the fields of education, financial services, and small business to further meaningful climate action.

Financial Services 237

Financial Services Collections 237

Insightful Accountant

SEPTEMBER 19, 2023

RLJ Financial Services' Caleb Jenkins explains the power of real-time AI insights to preempt issues, spot trends and provide invaluable, forward-looking counsel. Make sure you sign up today.

Financial Services 59

Financial Services 59

Xero

APRIL 12, 2023

The world of embedded finance is evolving quickly, so it’s important that you understand embedded finance and feel ready to embrace new financial services on offer. Are you ready to embrace embedded finance? Buy now, pay later options are really just the tip of the iceberg.

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XERO Invoicing Financial Services Accounting Software 250

Xero

JUNE 1, 2022

Gina Bianchi – Founder, Bianchi Financial Services Group. They join our current XPAC members: Farook Maya – Partner, Maya & Associates. Anne Southworth – Software Project Leader and Trainer, Cain Watters. Michael Ly – CEO, Reconciled. John Delalio – Managing Director, EisnerAmper.

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XERO Bookkeeping Reconciling CPA 241

AvidXchange

JULY 14, 2022

We chose AvidXchange because of their expertise and experience in financial services and their ability to meet our expectations and deliver on their promises,” said McHale. They also implemented AvidPay, AvidXchange’s payment automation software.

Accounts Payable 52

Accounts Payable Accounts Payable AP Financial Services 52

AvidXchange

OCTOBER 14, 2022

Although the possibility of a recession poses challenges to many industries, it uniquely affects the financial services industry. Financial services institutions are the gateway to our economic world and a recession can cause damage through credit and investment losses and reductions in business.

AP 52

AP Financial Services Budgeting Invoice Processing 52

Xero

JULY 18, 2022

Financial Services App of the Year. Small Business of the Year. Emerging Small Business of the Year. Sole Trader of the Year. For app partners , there are a number to choose from: Emerging App of the Year. Small Business App of the Year. Practice App of the Year.

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XERO Bookkeeping Financial Services Accounting 209

Nanonets

JANUARY 25, 2024

Another firm with treasury expertise, Aite-Novarica Group, offers more than 70 analysts and industry practitioners in North America and Europe with expertise across all sectors of the financial services industry. Its library of more than 3,000 reports covers financial services technology innovations over the past 16 years.  

Accounts Payable 52

Accounts Payable Accounts Payable AP AR 52

Xero

APRIL 16, 2023

With an ecosystem of more than 1,000 connected apps you can plug into Xero, they can help manage everything from automated invoicing and reporting, through to cash flow forecasting and financial services. We’ve rounded up just a few useful apps that we think can help take your business to the next level.

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XERO Purchase Order Data Entry Payroll 178

Xero

NOVEMBER 13, 2022

Earlier in 2022, we deepened our partnership with Asia’s leading financial services group. However, traditional loan applications weren’t designed with small businesses in mind – something Xero and DBS Bank have set out to change. .

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XERO Financial Services Bookkeeping 130

Xero

FEBRUARY 15, 2023

We’ve seen a radical transformation in financial services over the past decade, largely driven by demand for fast, simple access to financial products inside the platforms and tools you already use, with access to funds and functionality instantly and digitally being a main driver.

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XERO Collections Financial Services Invoicing 212

Accounting Tools

FEBRUARY 8, 2024

Further, a financial services company can provide not only insurance products, but also other types of financial services. As an example, a monoline company issues only a particular type of insurance, while a multiple line company offers several types of insurance.

Financial Services 40

Financial Services 40

Future Firm

SEPTEMBER 19, 2023

inDinero inDinero is a company that offers accounting software and financial services, specializing in accounting and financial software solutions. Wiss For over six decades, Wiss has provided accounting and financial services to various organizations and enterprises.

Accounting 98

Accounting Accounting CPA Bookkeeping 98

XY Bean Counters

JUNE 28, 2022

Keeping your books clean and up to date is important, especially in the highly regulated financial services industry. 4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops , now what?

Bookkeeping 52

Bookkeeping Financial Services Small Business Bookkeeping Business Bookkeeping 52

XY Bean Counters

JUNE 28, 2022

Keeping your books clean and up to date is important, especially in the highly regulated financial services industry. 4 MIN READ So you’ve got your books set up, perhaps in one of our Set-up & Training Workshops , now what?

Bookkeeping 52

Bookkeeping Financial Services Small Business Bookkeeping Business Bookkeeping 52

Jetpack Workflow

JANUARY 31, 2024

Listeners will gain insights into the challenges and successes of a small business owner, especially one in the financial service industry, catering to fellow small business owners and tradespeople starting out.

QuickBooks 105

QuickBooks Budgeting Bookkeeping Financial Reporting 105

Xero

SEPTEMBER 27, 2022

Asia’s leading financial services group,DBS bank was Xero’s first banking partner in Singapore to offer API integrated bank feeds, which gives small businesses greater visibility and control over their finances with automatic bank updates. Here are a few that you can expect to meet.

XERO 166

XERO Payroll Purchase Order Accounts Payable 166