Counto

APRIL 17, 2024

Building Connections and Culture Virtually: Facilitate a sense of belonging and team spirit from day one. Encourage casual virtual coffee breaks or lunch meetings. Experience the Counto advantage Counto is the trusted provider of accounting, tax preparation and CFO services for startups and SMEs.

Corporation Tax 52

Corporation Tax Payroll Bookkeeping Tax 52

Counto

MARCH 26, 2024

Beyond offering essential amenities like fast WiFi and mail handling services, these spaces provide a range of perks, from collaborative opportunities to professional meeting rooms, making them an attractive option for SMEs, business owners, and entrepreneurs. With rates starting from $147.20

Corporation Tax 52

Corporation Tax Tax Bookkeeping Accounting 52

Blake Oliver

NOVEMBER 27, 2023

I had the privilege of speaking with accounting trailblazer Jody Grunden, CPA, whose firm Summit Virtual CFO by Anders accomplished this impressive feat. What if I told you that a CPA firm recently hit $10 million in revenue by simply meeting with clients every week?

CPA 52

CPA Accounting Accounting 52

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. Bluesheets.

XERO 163

XERO Payroll Purchase Order Accounts Payable 163

Dext

NOVEMBER 26, 2020

Receipt Bank’s accounting platform helped Ignite Spot Accounting Services, a virtual accounting firm, connect and innovate with their client base through in-app messaging and automated accounting tools.

Accounting 40

Accounting Accounting 40

Jetpack Workflow

JUNE 27, 2023

If you decide to start providing client accounting services (CAS), you may have high hopes of scaling your firm and taking on a more significant role within your clients’ businesses. However, something firm owners find surprising when offering this service is how the scope of work quickly expands.

Accounting 52

Accounting Accounting Financial Reporting Cash Collection 52

MineralTree

SEPTEMBER 28, 2023

Enroll Vendors in Virtual Payments with the Right Partner Enrolling vendors in digital payment methods remains a challenge for many organizations, with nearly three in 10 respondents indicating that their capacity to contact and enroll vendors for e payments was the second largest barrier cited behind vendor willingness to accept them.

AP 78

AP Invoicing Invoice Processing Data Entry 78

Jetpack Workflow

APRIL 12, 2023

This ‘better way’ was to implement a virtual work environment. He was able to collect based on the increasing value of his shares, and keep the CFO work he would do for the companies after they were sold off. For example, Mark acted as a CFO for some of his clients which adds responsibility. Now that’s a win-win. sign me up!

CPA 52

CPA Collections Bookkeeping Accounting 52

MineralTree

JANUARY 25, 2024

Key Takeaway: Establish a framework that facilitates regular communication and collaboration between your organization’s CFO and security and technology professionals (CIOs, CTOs, CISOs). However, our State of AP Report captures a critical pain point: 38% of AP teams said that enrolling and managing suppliers is their number one pain point.

Accounts Payable 69

Accounts Payable Accounts Payable AP Accounting 69

IMA's Count Me

MAY 5, 2020

But we're very, very proud of our first hundred years on the legacy that we've built contributions, service to society. You know, the CFO team over time has evolved from being strictly in the accounting lane, the accounting zone of accounting for the past. So we call it 100 years and counting.

Management Accounting 40

Management Accounting Accounting Accounting Budgeting 40

Cloud Accounting Podcast

MARCH 2, 2020

Then, we'll cover Pilot's new CFO services, the Drake Hosted outage, IRS confusion regarding virtual currency, how AI is coming for tax evaders, and the AICPA's thoughts on climate change. Finance 12:58 Intuit confirms that it is buying Credit Karma for $7.1B

Accounting 40

Accounting Accounting QuickBooks Bookkeeping 40

Cloud Accounting Podcast

FEBRUARY 19, 2021

We're also reviewing EY's Super Bowl ad, learning about unemployment fraud, and a new e-file identity theft scam tax preparers need to know about, as well as PPP bottlenecks at the SBA.

Small Business Accounting 40

Small Business Accounting QuickBooks Bookkeeping Tax 40

AvidXchange

MAY 7, 2019

Once upon a time, people primarily relied upon cash and paper checks to pay for goods and services. Simplicity: Digital payments are unencumbered by the postal service and don’t have to be signed by the controller or CFO with a pen. They drove to banks to move money in and out of their accounts.

Deposits 40

Deposits AP Accounts Payable Accounts Payable 40

IMA's Count Me

MAY 23, 2021

Well, in today's episode, Andrew Warner CEO at Marketing CFO uses his unique mix of experience in both finance and marketing to help explain how companies can combine these efforts to create a sustainable business. Adam: (01:40) That really makes sense how marketing and CFO kind of collide. Andrew: (00:53) Sure.

Accounting 40

Accounting Accounting Management Accounting Financial Reporting 40

Future Firm

AUGUST 2, 2023

Relevance: Make sure your brand is relevant to your services and the industries or clientele you serve Emotional Appeal: Evoke positive, impactful emotions, leaving a favorable impression on potential clients. Unique: Be original and not easily confused with existing enterprises or registered trademarks.

Accounting 52

Accounting Accounting Auditing Tax 52

IMA's Count Me

FEBRUARY 6, 2022

The global pandemic in 2020 and 2021 has shifted how finance and accounting professionals work in a virtual environment. To discuss these trends from the CFO perspective, we were fortunate to be joined by Mark Marmon and Janis Parthun. You know, CFOs are really playing a crucial role to drive change and to be value creators.

Auditing 40

Auditing Budgeting AR Account Reconciliation 40

AvidXchange

JULY 31, 2017

We sat down with JP to talk about FinTech trends, the changing role of the CFO, and what financial technologies companies should budget for this year. There’s been a lot of talk around how the role of the CFO is changing. Are there any must-have technologies that CFOs should be budgeting for next year? It’s all in the approach.

AP 52

AP Budgeting Data Entry Deposits 52

Future Firm

FEBRUARY 3, 2023

Lead generation is the process of acquiring new and potential clients who might be interested in the accounting services that you provide. An example is AlitheCFO’s Twitter account where he shares virtual CFO information for start-ups and by sharing engaging content regularly, he successfully gained 83.2k followers.

Accounting 52

Accounting Accounting Budgeting Tax 52

AvidXchange

JULY 1, 2021

From how much they use digital accounts payable (AP) processes, to invoice and payment processes they want to digitize, to the biggest obstacles they’re facing, this is a full-blown exploration of the current state of mind of CFOs. Focus on how digitization of your AP functions will help you perform tasks and serve customers more efficiently.

AP 52

AP AR AR / AP Invoicing 52

AvidXchange

SEPTEMBER 6, 2017

Whether you would like to become a CFO or are one already, you should be aware that the role is evolving. Traditionally, CFOs are in charge of financial planning and risk management, but they are increasingly expected to take on a more strategic role. Here’s what you need to know to become a CFO of the future.

Computation 40

Computation Data Entry Payroll Financial Reporting 40

IMA's Count Me

DECEMBER 25, 2022

Robert is a CPA and the CFO of Lifecycle Engineering, and he joins me for a high-energy discussion about cash flow management. I describe myself as a CFO, husband, father ultra-runner, and when I'm doing all of those things, I'm thinking about cash flow management. They are a fractional, virtual resources that can help you.

Collections 40

Collections Budgeting Purchase Order CPA 40

IMA's Count Me

OCTOBER 23, 2022

Ryan is the founder of G-Spire Group, a consultancy focused on companies often overlooked and underserved when it comes to corporate development services. Ryan explains why M & A is a strategic option relevant to virtually every business and highlights the critical role management accountants play in corporate development success.

Accounting 40

Accounting Accounting Management Accounting 40

AvidXchange

JANUARY 5, 2018

Instead of the bank or government handling transactions, a set of computers and ‘miners’ do all of the virtual processing. Since the cloud’s millennial developments using Amazon services, the cloud is being used as a service, software, and storage. 72% of finance leaders are either currently using cloud tech or plan to.

Computation 40

Computation Auditing Accounts Payable Accounts Payable 40

IMA's Count Me

OCTOBER 7, 2020

With 27+ years of rich and diverse work experience in Financial Shared Services and Banking Industry, Deepika believes She believes “Your legacy is in the leaders you create and the knowledge you share”. of CEO and CFO positions and country held positions, according to a 2012 capitalist study, why do you think that is?

Financial Services 40

Financial Services CPA Accounting Accounting 40

Nanonets

JANUARY 17, 2024

For instance, they find out that they're overspending on vendor services, some of which overlap. With these insights, InnovateX can renegotiate vendor contracts, streamline services, and implement a new travel policy. Expenses over $500: Require CFO approval. The CFO initiates a review of recent business trips.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

IMA's Count Me

NOVEMBER 16, 2022

Including serving as CFO of the telecom company, Royal Street Communications. Colleen Lucero is a Manager of Client Analytics at Graebel, a relocation services company. It was all virtual, and I was supposed to go to the one in New York City when they were going to have that. Colleen earned her CMA in April of 2022.

CPA 40

CPA Computation Management Accounting Accounting 40

MineralTree

APRIL 20, 2023

Since becoming a MineralTree customer back in 2020, MTB has grown from eight to 12 locations and deployed MineralTree’s TotalAP platform across all of its 12 Taco Bell quick-service restaurants (QSRs). It organizes vendor invoices as they are received, then automatically captures, codes and routes them to the CFO for approval.

AP 77

AP QuickBooks Vendor Management Invoicing 77

IMA's Count Me

JULY 26, 2020

Was in the audit realm as well as a support in the advisory services side, worked in a lot of different industries, and I deem that to be foundational to my, as I mentioned to my career progression. I was in various segment CFO roles over the years, three or four of them. We were very inquisitive.

Auditing 40

Auditing Corporate Finance Financial Services Accounting 40

IMA's Count Me

FEBRUARY 23, 2020

Uh, and I started a business doing that and it was a cloud accounting from, we were virtual. As an example, in 2012, Blake founded Cloudsourced Accounting, an online accounting services firm with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. We did bookkeeping in a new way.

QuickBooks 40

QuickBooks Bookkeeping Computation Data Entry 40

AvidXchange

JANUARY 11, 2021

On behalf of those customers, the software provider’s service team manages the suppliers and executes payments. For example, if your company’s policy has a rule (condition) that the CFO must approve any invoice above $1,000, the software can identify that and automatically forward that invoice for CFO approval.

Billing 40

Billing Invoicing AP Purchase Order 40

Nanonets

MARCH 30, 2023

Whether you're a small business owner or a CFO of a large corporation, payment automation could be the solution you need. This includes approving payments, sending them through different payment methods such as ACH transfers, checks, wires, and virtual card payments. What is Payment Automation? How does payment automation work?

Accounts Payable 52

Accounts Payable Accounts Payable AP Invoicing 52

IMA's Count Me

MAY 16, 2021

Many businesses have had difficulty and/or needed to adapt to the way they onboard, train, and culturally integrate new hires following the lockdown and virtual shift to the business landscape. Tracey is an engaging and energetic financial and accounting executive who serves as the CFO at CVR Energy. Adam: (09:41) Definitely.

Corporate Finance 40

Corporate Finance Computation Accounting Accounting 40

AvidXchange

JANUARY 16, 2023

It was by providing security services to a gated community in Huntington Beach. And I didn’t mind that schedule since I understood working nights, going to school during the days. Obviously there’s been some tremendous work done in outsourced escrow and Resale services. The security business is tough.

AP 52

AP General Ledger Accounts Payable Accounts Payable 52

IMA's Count Me

SEPTEMBER 27, 2020

How business reinvent themselves in the wake of COVID-19 requires serious reevaluation of their business models, product and service offerings and financing methods to adapt and thrive in the new normal. Some of the old way of doing business are no longer effective and some products and services are no longer relevant.

Record Keeping 40

Record Keeping CPA Accounting Accounting 40

IMA's Count Me

NOVEMBER 3, 2021

An example for us on our platform, we do use artificial intelligence and we have a tool that we named, IVA, which stands for intelligent virtual assistant. So even before the COVID pandemic, we saw, we heard businesses had a clear, and active need for advisory services. What does that look like? Kevin: (04:56) Yes.

Accounting 40

Accounting Accounting Invoicing Bookkeeping 40

AvidXchange

APRIL 5, 2019

This way, you and your prospects can establish rapport and set an objective-oriented framework for regular and virtual meetings. Therefore, the more pressure you put on them to reduce costs or speed up delivery time will likely see a commensurate reduction in service or product quality. However, the reality isn’t always so rosy.

Vendor Management 40

Vendor Management Data Entry Collections Billing 40

Cloud Accounting Podcast

JULY 7, 2020

Thank you, Blake and David, for this invaluable and unique resource - you've helped me and my firm in our journey to the future of cloud accounting and CFO advisory services." Virtually, there's no. So that's Reynaldo Arellano. He's a CPA, PFS, and CGMA. Thank you, Reynaldo. He's just committing to do it, which is good.

Tax 40

Tax Auditing Deposits Accounting 40