Nanonets

NOVEMBER 18, 2024

Ocrolus Ocrolus is an advanced document automation platform that leverages AI and human-in-the-loop (HIIL) processing to transform unstructured financial documents into actionable data. Specializing in the financial services sector, Ocrolus combines ML with human validation to deliver accurate data extraction.

Invoicing 52

Invoicing Purchase Order Data Entry Invoice Processing 52

Nanonets

NOVEMBER 7, 2024

Rossum Rossum for document processing | Source Rossum is an intelligent document processing platform that aims to speed up document processing. The platform combines advanced AI with a low-code approach to automate data extraction from invoices, purchase orders, and other business documents.

Purchase Order 52

Purchase Order AP Accounts Payable Accounts Payable 52

Intuit

APRIL 29, 2025

A CPA (Chartered Professional Accountant) is a highly trained accounting professional who generally offers more complex financial services, such as audits, financial analysis, and strategic tax planning. No, you dont need to become a CPA to be a tax preparer.

Tax 130

Tax CPA Financial Services Financial Analysis 130

Gaviti

NOVEMBER 24, 2024

By integrating with financial services to gather the most relevant payment history and records and tracking KPIs of your A/R team over time, you’ll be able to proactively identify bottlenecks and other issues and take actions to prevent similar incidents in the future. Use past data to improve collections performance over time.

Collections 52

Collections Accounts Receivable Accounts Receivable Account Receivables 52

Intuit

APRIL 25, 2025

Its particularly popular in the financial services sector, which accounts for roughly 25% of global consulting revenues. What types of businesses hire consultants? Corporations that need specialized expertise for a specific challenge tend to favor consultants.

Auditing 130

Auditing Accounting Software Tax CPA 130

Counto

DECEMBER 20, 2024

This is an essential step for securing business financial services. Its also required for processing payroll and making Central Provident Fund (CPF) contributions. Opening Business Bank Accounts Business owners need to provide their NRIC when opening a business bank account to verify their identity.

Collections 52

Collections Tax Payroll Financial Services 52

Trade Credit & Liquidity Management

JULY 7, 2025

Supplier Payments Plus is the next major milestone in this journey,” said Mary Kay Bowman, EVP, GM of Payments and Financial Services at BILL.

Billing 52

Billing AR Financial Operations Financial Operations 52

Nanonets

NOVEMBER 18, 2024

Best suited for : Organizations across manufacturing, retail, and financial services that need comprehensive document automation. Rossum particularly excels in AP departments and shared service centers processing varied vendor documents. Includes SLA guarantees and dedicated support. How does Rossum compare to Amazon Textract?

Invoicing 52

Invoicing Financial Services Invoice Processing Accounts Payable 52

AvidXchange

APRIL 4, 2025

In 2015, Jill led Citizens Bank of Edmond to adopt AvidXchanges automation solutions tailored for financial services, helping drive innovation and strengthen fraud prevention across the bank. As President and CEO of Citizens Bank of Edmond and Chairman of Citizens Bancshares, Inc.,

Accounts Payable 59

Accounts Payable Accounts Payable Financial Services AP 59

Nanonets

OCTOBER 30, 2024

Particularly valuable for organizations in government, education, financial services, and healthcare that need robust compliance features and workflow automation capabilities. Pricing: Starting plan: $50/user/month (cloud) and $45/user/month (self-hosted) 4.

Data Entry 52

Data Entry Invoicing Invoice Processing QuickBooks 52

Remote Quality Bookkeeping

MAY 28, 2025

A Certified Public Accountant (CPA) is a state-licensed accounting professional who offers a wide range of financial services, from taxes to audits to business consulting. What Is a CPA?

CPA 52

CPA Financial Statements Bookkeeping Auditing 52

Counto

MARCH 6, 2025

As of 1 January 2025, the minimum qualifying salaries for foreign applicants are: All Sectors (except Financial Services): A fixed monthly salary starting from S$5,600, increasing progressively with age, up to S$10,700 at age 45 and above. Financial Services Sector: At least S$3,800 per month.

Payroll 52

Payroll Financial Services Deposits Tax 52

Accounting Today

JUNE 5, 2025

Sirleaf, who previously pleaded guilty, was the sole owner and operator of Metro Financial Services; he prepared false and fraudulent 1040s for clients for at least tax years 2016 through 2019. On the returns he included false deductions, business expenses and dependent information.

Tax 147

Tax Corporation Tax Auditing Accounting Software 147

Compleatable

DECEMBER 11, 2024

Increased reliance on embedded finance , where financial services like credit, lending, and insurance are integrated directly into enterprise platforms. For UK businesses, this trend means: Faster payments to suppliers, strengthening relationships and enabling dynamic discounting opportunities.

AP 100

AP Purchase Order Accounts Payable Accounts Payable 100

accountingfly

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Accounting 52

Accounting Accounting CPA Payroll 52

Trade Credit & Liquidity Management

JULY 14, 2025

From a Press Release dated July 8, 2025, Cincinnati, Ohio Worldpay has announced a significant global expansion of its Worldpay for Platforms embedded payments solution, targeting Software-as-a-Service (SaaS) providers in Canada, the UK, and Australia.

Financial Services 52

Financial Services 52

Jetpack Workflow

MARCH 27, 2025

Detailed Synopsis Authenticity and Vulnerability in Marketing In the competitive landscape of accounting and financial services, authenticity and vulnerability in marketing play a crucial role in building client trust and enhancing conversion rates.

Cost Accounting 59

Cost Accounting Accounting Accounting Bookkeeping 59

Counto

MARCH 23, 2025

Be mindful of exempt supplies, such as financial services or residential property sales, as these can affect your ability to claim GST. Underestimating GST on services: Dont forget that GST can also apply to services, particularly if they are linked to goods or assets used in your business operations.

Invoicing 52

Invoicing Record Keeping Tax Financial Services 52

Nolan Accounting Center

JUNE 15, 2025

How to Find the Right Small Business Accounting Service First, identify the financial services that you need. Fourth, when you want advice and assistance with company growth. Fifth, when you need help addressing government requirements or audits. Second, define your budget. Fourth, seek referrals and check reviews.

General Ledger 52

General Ledger Small Business Accounting Accounting Accounting 52

Nolan Accounting Center

JUNE 15, 2025

How to Find the Right Small Business Accounting Service First, identify the financial services that you need. Fourth, when you want advice and assistance with company growth. Fifth, when you need help addressing government requirements or audits. Second, define your budget. Fourth, seek referrals and check reviews.

Small Business Accounting 68

Small Business Accounting General Ledger Accounting Accounting 68

Jetpack Workflow

JANUARY 9, 2025

By fostering a culture of autonomy and trust within her team, Shannon ensures that her staff can thrive while delivering exceptional service to clients. With a blend of expertise, empathy, and entrepreneurial spirit, Shannon Weinstein stands out as a leader in the financial services industry. 00:41:25] Marketing on 416.

Financial Reporting 59

Financial Reporting Financial Services Tax Accounting 59

Insightful Accountant

JULY 11, 2025

* This week, our Top ProAdvisor profile focuses on Kane Zhan Boon of BKZ Financial Services of Beaverton, Oregon. BKZ Financial Services is a modern accounting and advisory firm built for entrepreneurs, start-ups, and growing businesses.

General Ledger 59

General Ledger Financial Services Payroll Financial Reporting 59

Accounting Today

JULY 8, 2025

EDT 6 Min Read Facebook Twitter LinkedIn Email Many accounting firms target the same types of clients that are currently on their rosters when looking to expand financial services and attract new clientele. Millennials and zoomers are actually desperately in need of professional financial services and guidance.

Financial Services 147

Financial Services Corporation Tax Auditing Tax 147

Outsourced Bookeeping

JULY 8, 2025

Whether you are a startup or a mid-sized company, the advantages of outsourcing bookkeeping services is on par. In this blog, you can learn about how bookkeeping services near me can help with trusted financial services.

Bookkeeping Services 52

Bookkeeping Services Bookkeeping Outsourced Bookkeeping Payroll 52

accountingfly

APRIL 3, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #16999280 Certifications: EA in process Education: BS Accounting Experience (years): 10+ tax seasons in public accounting Work experience (detail): Tax senior with a CPA firm Prepares and reviews 250+ returns per season Prepares the more complex returns Trains and guides new tax team members Client (..)

Auditing 59

Auditing Tax AR / AP AR 59

Nanonets

NOVEMBER 14, 2024

Particularly valuable for enterprises in financial services, insurance, and healthcare. It is particularly valuable for companies in manufacturing, healthcare, and financial services that must manage both documents and the processes around them. Ideal for mid-sized and larger businesses processing 1000+ documents monthly.

Invoicing 52

Invoicing Auditing Financial Services Accounting Software 52

Accounting Today

JUNE 9, 2025

As the debate unfolds, businesses in the energy, health care, manufacturing and financial services industries will be watching closely. The release of the panels draft will likely touch off a new round of wrangling between fiscal conservatives and moderates.

Billing 130

Billing Tax Corporation Tax Auditing 130

Accounting Today

JUNE 11, 2025

billion in assets under management, specializes in middle-market investments in financial services and complementary industries. Our partnership with Flexpoint Ford positions us well for continued expansion through both organic growth as well as through strategic acquisitions." Flexpoint Ford , with $8.2

Corporation Tax 262

Corporation Tax Auditing Accounting Software CPA 262

Fit Small Business

FEBRUARY 12, 2025

This concept integrates financial services into websites and apps you already use, making banking easier and more convenient. Invisible banking is a relatively new concept with the goal of making banking a seamless and natural part of everyday life without ever physically visiting a branch. The post What Is Invisible Banking?

Financial Services 52

Financial Services 52

Intuit

JANUARY 10, 2025

Meet James Harris A dozen years into a high-achieving financial services sales career, James Harris was ready for a new challenge. I am eager to leverage my decade-long expertise in the Financial Services industry to build a robust foundation and create effective strategies tailored for success. At companies including J.P

Accounting 130

Accounting Accounting QuickBooks Financial Services 130

Accounting Today

JULY 11, 2025

Re-built on Karbons latest API, Ignition can now automatically sync clients and create work items in Karbon as soon as a proposal is signed in order to reduce onboarding time and eliminate double handling as client setup and work assignment are fully automated… Bookkeeping automation solutions provider Dext , part of the IRIS Software Group, and payments (..)

Auditing 162

Auditing Corporation Tax Accounting Software Tax 162

accountingfly

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

CPA 52

CPA Accounting Accounting Payroll 52

Fit Small Business

JUNE 26, 2025

American Express is a well-known financial services provider with a variety of products and services available to small business owners. Its line of credit is a popular option that can provide working capital for a wide range of business uses and offers competitive rates and terms.

Financial Services 40

Financial Services 40

Jetpack Workflow

JUNE 16, 2025

Integrated Services as a Competitive Advantage The podcast discusses the growing trend of integrated services within the accounting profession, particularly as firms face competition from wealth management firms that are expanding their service offerings.

CPA 52

CPA Accounting Accounting Financial Services 52

Trade Credit & Liquidity Management

JULY 9, 2025

Sectors like financial services, technology, entertainment, and travel saw reduced engagement, while healthcare and dining were among the few sectors with increased consumer activity. .” Zeta Economic Index: June 2025 The Zeta Economic Index fell to 68.0 , a 1.3% ” — David A.

Financial Services 40

Financial Services Budgeting 40

accountingfly

MARCH 20, 2025

TAX AND ACCOUNTING CANDIDATE FTE Senior Tax and Accounting / CAM | Candidate ID #23993367 Certifications: CPA Education: BA, Professional Accounting Certificate Experience (years): 4+ years accounting experience Work experience (detail): All in public accounting Managed 35 SMB clients in 10 states Full cycle accounting and financial reporting New client (..)

Tax 52

Tax MS Office Accounting Accounting 52

accountingfly

NOVEMBER 14, 2024

ACCOUNTING AND ADVISORY CANDIDATE FTE Accounting and Advisory | Candidate ID #23535017 Certifications: QBO ProAdvisor, Xero Advisor, CPA Education: BS Accounting, MA Accounting in process Experience (years): 5+ years of overall accounting and finance experience Work experience (detail): Currently senior accountant with a CPA firm Implements cloud (..)

CPA 52

CPA Accounting Accounting XERO 52