CPA Practice

OCTOBER 23, 2023

Accounting firms are continuously innovating, developing new offerings and finding new ways to stand out in a crowded field. Developing external KPIs allows you to showcase the valuable contributions your firm brings to the table through advisory services. By Richard Corn, CPA.

Technology 116

Technology audit Expense Management CPA 116

CPA Practice

FEBRUARY 23, 2024

Accounting firms and departments face continuous pressure to attract and retain talent due to a persistent shortage of qualified professionals to do the work. By Stephanie Collins.

Technology 76

Technology cpas CPA public accounting 76

Snyder

NOVEMBER 14, 2022

Expense management is a critical part of managing any business. That’s where expense management comes in! If you already know what expense management is, great! If you already know what expense management is, great! What is expense management? Spreadsheets.

Expense Management 52

Expense Management bookkeeping Technology accounting and finance 52

Basis 365

APRIL 20, 2023

Bill.com Bill.com , an AP/AR bill payments system, assists accounting firms in automating their bookkeeping operations and managing all clients while saving time. Expensify is an expense management tool that easily captures, categorizes, and approves expenses.

payroll 97

payroll accounting software accounting and finance Expense Management 97

CPA Practice

SEPTEMBER 6, 2023

Several AI systems were among this year’s winners of the Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. And email efficiency is only the beginning. Creating all the journal entries you need.

Technology 122

Technology accounting and finance Tax CPA 122

CPA Practice

MARCH 27, 2023

For many accountants, busy season can certainly feel more like “survival season” – last year, nearly 200 million individual and business tax returns were filed , with accountants shouldering a large portion of the work.

Tax 121

Tax Technology tax return Expense Management 121

PYMNTS

DECEMBER 9, 2020

This has accelerated the need for spend management solutions and payment tools that enable businesses to review and approve transactions in real time, Caleb Jenkins , leader of client accounting services for tax and accounting firm RLJ Financial , said in a PYMNTS interview.

Spend Management 62

Spend Management general ledger Expense Management B2B 62

CPA Practice

SEPTEMBER 1, 2023

The answers to these questions will help you determine where resources could be invested to simultaneously strengthen your existing offerings and prepare your firm for CAS offerings. It is also worthwhile which client industries accounting firms are most often serving with their CAS offerings. By Jane Willis.

Technology 116

Technology Start-ups accounts payable accounting firms 116

PYMNTS

NOVEMBER 12, 2020

Progress Bank , which serves companies in Alabama and the Florida panhandle, has rolled out Sensibill ’s online receipt management offering, with the aim of conserving time, increasing efficiencies and offering a better digital experience for clients, according to a Thursday (Nov. 12) announcement.

Alabama 52

Alabama Expense Management Florida Technology 52

CPA Practice

MARCH 24, 2023

For many accountants, busy season can certainly feel more like “survival season” – last year, nearly 200 million individual and business tax returns were filed , with accountants shouldering a large portion of the work.

Tax 93

Tax Technology tax return Expense Management 93

PYMNTS

JUNE 7, 2019

In a press release Thursday (June 6), Brex revealed its accounting partner program that connects business card holders to accountants and integrates with accounting and expense management platforms, including Expensify, QuickBooks and Xero. “Today’s product announcement combines those two investments.”

Account 47

Account accountant accounted Expense Management 47

PYMNTS

SEPTEMBER 24, 2020

The service can be used by businesses like enterprise accounting firms to reduce cost, the release stated. Financial services companies, such as accounting software or personal finance management providers, can use the SKU-level data to personalize their services. "We Last year, Sensibill partnered with the U.K.'s

Technology 72

Technology bookkeeping accounting and finance Expense Management 72

PYMNTS

JANUARY 13, 2021

Expense management technology provider Medius and international eDocument service company Pagero have collaborated to help companies handle digital invoices. The new collaboration lets their joint customer base get and handle digital invoices in different formats throughout the world, according to a Wednesday (Jan. 13) announcement.

AP Automation 67

AP Automation accounts payable Technology Expense Management 67

Ryan Lazanis

APRIL 4, 2022

Do you want to know how to start a bookkeeping business or accounting firm in 2022? In fact, these are the very steps that I followed to help take my heavily bookkeeping-focused accounting business from scratch to sale in only 5 years. You pick the date that makes the most sense for you and your accounting firm.

bookkeeping 98

bookkeeping bookkeeping services accounting firms Technology 98

Basis 365

JUNE 13, 2023

It offers similar features as QBO, emphasizing bank reconciliation, expense management, invoicing, and inventory tracking. It allows unlimited users with different permission levels, facilitating easy collaboration between business owners, employees, and external accountants.

Finance 52

Finance accounting and finance accounting software bookkeeping 52

CPA Practice

JANUARY 18, 2023

Clooney, an award-winning actor, businessman, and philanthropist , will join 100 accounting thought leaders at ExpensiCon to share his perspective on building multiple businesses and engaging in projects that encourage social good, aligning with Expensify’s own work in corporate social responsibility with its non-profit, Expensify.org.

NetSuite 59

NetSuite Non-Profits accounting and finance accounting firms 59

Ryan Lazanis

AUGUST 22, 2022

Get to know the top accounting practice management software and why it is essential for your business. Important categories to evaluate when choosing a workflow management software for your CPA firm. In no particular order, check out the 17 best accounting practice management software products on the market.

Account 105

Account accountant accounted quickbooks 105

Menzies

JANUARY 7, 2024

Menzies LLP - A leading chartered accountancy firm. Expense management – AI can assist with several steps within the procurement process and supplier onboarding, ensuring you have identified the best provider on the market, and then monitor this going forwards.

Finance 59

Finance Technology accounting and finance chartered accountant 59

Ryan Lazanis

APRIL 4, 2022

For accounting firms, offering to set up accounts payable automation is a valuable service to add to your firm’s offering. 11 Benefits to Accounts Payable Workflow Automation. Streamlining bill payments can often get overlooked, but the accounts payable process or AP process has a number of benefits such as: 1.

accounts payable 96

accounts payable Technology Accounts Payable Automation AP Automation 96

xendoo

JULY 6, 2022

Although Expensify does not have as many features as Quickbooks, it is solely designed for managing expenses. Businesses choose Expensify because of its advanced expense management capabilities, like the ability to connect it with a corporate Expensify card. . Go to transaction details for an expense.

quickbooks 64

quickbooks bookkeeping Expense Management accounting and finance 64

PYMNTS

SEPTEMBER 12, 2016

Earlier this year, another small business accounting firm, Sage, debuted its own chatbot for the messaging platform, which followed the introduction of Tradeshift Go by the travel and expense management company, another chatbot using artificial intelligence.

bookkeeping 68

bookkeeping Expense Management small business accounting accounting software 68

PYMNTS

JULY 15, 2016

Small business accounting firm Sage is taking a nuanced approach to its services. According to VentureBeat , Sage is currently developing a chatbot built for Facebook Messenger and Slack to help small business owners manage their finances. .”

Account 40

Account accountant accounted Expense Management 40

PYMNTS

JANUARY 9, 2020

However, other players have warned that, despite the promises of technology, accountants have yet to elevate their positions into a more strategic collaboration with SMBs — manual data entry remains one of the largest burdens, for instance.

Account 69

Account accountant accounted small business accounting 69

Cherry Bekaert

JULY 20, 2023

With emerging and advanced technologies, and dynamic changes in both business and political climates, attorneys and law firms must now advise their clients on challenges they could face pertaining to the legal, risk and regulatory issues related to data storage, privacy and security, and the implications of various technologies.

Legal 52

Legal Technology Expense Management accounting firms 52

LyfeAccounting

OCTOBER 12, 2020

In contrast, there’s a saying that goes… “behind every successful business, there’s a good accountant.”. You see, a good CPA or CPA firm can help you with the following things to make sure your business is in great financial health: Cash Flow & Expense Management. Accounts Payable & Receivables.

CPA 52

CPA cpas bookkeeping cpa firm 52

xendoo

APRIL 19, 2021

From within the Xero accounting software for Shopify , you can manage your accounts payable, accounts receivable, budget, and category or division tracking. . Expense management and project management. Bank account reconciliation. Customizable dashboard. Track inventory. Bill payment.

accounting system 52

accounting system quickbooks South Dakota Account 52

PYMNTS

DECEMBER 7, 2020

It is no longer feasible to wait until the end of the month to handle expense reports and supplier payments, forcing firms to search for digital innovations that can keep their cash flow in check.

Spend Management Tools 107

Spend Management Tools B2B accounts payable Spend Management 107

Ryan Lazanis

APRIL 10, 2022

In this guide, I’m going to outline what the future of accounting looks like for accounting firms and how to best prepare for it in 2022. This guide will cover trends that are happening at this very moment and specific strategies that you can use right now to better prepare you and your firm for the future.

Account 111

Account accountant accounted Technology 111

Ryan Lazanis

SEPTEMBER 1, 2023

Once expenses have been approved they can sync with your accounting solutions. 17) Entryless A popular option for expense management, Entryless integrates with QuickBooks Online, Zoho Books, Xero & Sage Business Cloud. 25) Practice Ignition Have a modern small business accounting firm? Not intuitive.

accounting software 98

accounting software quickbooks Account accountant 98

Accounting Today

JULY 24, 2023

It's a low-hurdle opportunity that firms can embrace to start quickly making the shift into client advisory services.

Spend Management 75

Spend Management Expense Management accounting firms Account 75

CPA Practice

FEBRUARY 9, 2023

It’s hard to imagine companies funding employee travel and expenses (T&E) without plastic credit cards. By Keith Axelsen. They offer the ultimate flexibility for employees to get whatever they need when they’re away on company business. However, these cards are not always the best – or most lucrative – option.

Expense Reimbursements 52

Expense Reimbursements Technology Sales Expense Management 52

PYMNTS

JULY 27, 2016

Manual data entry into spreadsheets is an outdated process for small business accounting and financial management, yet remains commonplace. SME accounting firm Sage looks to reduce the use of spreadsheets, but on Tuesday (July 26), the firm took its battle against the legacy tool a step further.

small business accounting 40

small business accounting accounting software accounting firms Account 40