MineralTree

AUGUST 24, 2023

Are you relying on the current accounts payable (AP) workflow in QuickBooks Desktop or Online to manage your financial operations? The QuickBooks AP workflow includes tasks like invoice receipt, data entry, approval, and payment required to manage AP within the software. check, credit card, or ACH) requires a separate workflow.

accounts payable 70

accounts payable quickbooks AP Automation AP Processes 70

Canopy Accounting

JUNE 20, 2022

Implementing the best accounting workflow software will increase productivity and efficiency at your accounting firm. Here are the top 5 ways your organization can manage workflow.

accounting firms 98

accounting firms Account accountant accounted 98

Lockstep

SEPTEMBER 21, 2022

This is why sales departments use Salesforce to manage account status, notes and communications. But why then, is your accounting team using disparate accounting email inboxes to manage vendor and customer communications? Email was never designed as an accounting tool. Still unsure? Still unsure? Email is a closed system?where

Account 90

Account accountant accounted accounting and finance 90

Lockstep

AUGUST 10, 2022

Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when managing multiple streams and questions from customers and vendors, email quickly outgrows its welcome for accounting teams. . And why wouldn’t you?

Account 75

Account accountant accounted accounting and finance 75

Canopy Accounting

AUGUST 2, 2022

Accounting workflow software is an investment, and before going all in, you’d probably like to know what the return will be. The vague, non-technical, CliffsNotes answer to that question might look something like this: a lot—your ROI will be a lot.

Account 52

Account accountant accounted 52

Airbase

AUGUST 11, 2023

A continuous close is achieved when automated processes and workflows keep the books updated and balanced in real time. In other words, moving to a continuous close is a cultural change and a shift in accounting procedures However, the monthly close has long been a cornerstone of accounting practice. And why now?

Technology 244

Technology accounting and finance NetSuite Finance 244

Intuitive Accountant

JUNE 1, 2022

FFP Wealth Management's John Graziano shows you how when properly organized and managed, workflows can help your team complete tasks and projects more efficiently.

Account 52

Account accountant accounted 52

SMBAccountant

JANUARY 5, 2024

The beginning of a new year also means a fresh start for your Income Statement; which is why now is the perfect time to review your accounting software needs. Accounting may be complicated and time-consuming, especially with spreadsheets. That's why most firms use invoicing and accounting software.

accounting software 246

accounting software Account accountant accounted 246

Airbase

NOVEMBER 29, 2023

Implementing accounts payable best practices can help your organization reduce risk, save time and money, foster strong vendor relationships, and create a better spend culture. You can better identify the best AP automation solution for your organization by following accounts payable best practices. Why you need AP automation.

AP Automation 130

AP Automation Technology accounts payable AP Processes 130

CPA Practice

NOVEMBER 20, 2023

A new study on how accounting professionals feel about their profession, job satisfaction, and automation has found that, while they are overwhelmingly positive about the profession, there is a clear need for more automation. 88% emphasize the importance of AI and machine learning in shaping the industry’s future.

Technology 128

Technology Account accountant accounted 128

CPA Practice

FEBRUARY 8, 2024

By Mike Fouts The accounting profession is at a crucial moment in which there’s massive potential to enhance productivity, elevate client experiences, and prevent burnout. As financial first responders, accountants often find themselves under immense pressure that is only amplified by the busy tax season.

Technology 111

Technology accounting firms Account accountant 111

ThomsonReuters

OCTOBER 4, 2023

Jump to: How many accounting firms use AI? How do smaller accounting firms use AI? How does AI impact workflow? In today’s fast-paced business world, ignoring technology is not an option, and the field of accounting is no exception. How many accounting firms use AI? For now, not many.

accounting firms 111

accounting firms Account accountant accounted 111

ThomsonReuters

JULY 13, 2023

If you’re part of a small or medium-sized tax and accounting firm, you may think artificial intelligence (AI) solutions are solely designed for large organizations – but think again. To learn more, let’s take a look at three ways accounting firms can use AI as a competitive advantage.

Tax 97

Tax Technology accounting firms income tax 97

Airbase

NOVEMBER 1, 2023

They should align with the organization’s financial objectives and culture, while promoting accountability and compliance. Automated workflows ensure an expense request is routed to the correct approvers, and requests are vetted before the money is spent. With Airbase, the system enforces compliance with automated approval workflows.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

Airbase

NOVEMBER 1, 2023

They should align with the organization’s financial objectives and culture, while promoting accountability and compliance. Automated workflows ensure an expense request is routed to the correct approvers, and requests are vetted before the money is spent. With Airbase, the system enforces compliance with automated approval workflows.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

Accounting Today

JUNE 9, 2022

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Technology 132

Technology Account accountant accounted 132

ThomsonReuters

NOVEMBER 28, 2023

Jump to: Reflect on your current tax workflow Use automation to boost staff engagement and retention Unlock growth opportunities With staffing shortages of epic proportions, the accounting industry is facing a crossroads. Reflect on your current tax workflow. But where do you begin? Let’s take a look.

Technology 112

Technology Account accountant accounted 112

ThomsonReuters

APRIL 18, 2024

Jump to: Identify weaknesses in your firm’s workflow Evaluate technology and tools Create and document a new workflow process Evaluating future tax workflow bottlenecks What works today may not work tomorrow. However, there is good news. If you have a large group, split it into sub-groups.

Tax 52

Tax Construction Account accountant 52

CPA Practice

MARCH 30, 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review FloQast , an accounting workflow automation solution, designed by accountants for accountants. Use the podcast player below to listen to the podcast.

Technology 112

Technology CPA Account accountant 112

SMBAccountant

FEBRUARY 19, 2024

An example includes the detailed instructions for submitting invoices through Wide Area Workflow (WAWF). For small and medium-sized businesses (SMBs) in particular, ensuring compliance and optimizing financial performance under such contracts requires a nuanced understanding of accounting and financial management.

Government 246

Government accounting principles Legal Account 246

CPA Practice

FEBRUARY 14, 2024

From online tax and accounting systems, practice management, document automation and workflow tools, to apps for collaboration, mobile productivity and research. Each year, readers get the opportunity to show their support for the programs, hardware, services, and other technologies they use and trust.

Technology 126

Technology Construction accounting system payroll 126

ThomsonReuters

APRIL 30, 2024

Jump to: The role of emotional intelligence (EQ) in client relationships The evolution of client service in accounting firms Leveraging technology for enhanced client service Forward-looking accountants are increasingly realizing the importance of harmonizing technical tax expertise with interpersonal relationship skills.

Technology 52

Technology accounting firms financial statements Tax 52

ThomsonReuters

JULY 25, 2023

For today’s accounting firms, advanced technology is no longer an option but a necessity. To keep pace in an increasingly competitive landscape, forward-looking firms are investing in artificial intelligence (AI) solutions to automate tax workflow, open up additional revenue streams, and better serve clients.

Technology 98

Technology Tax audit accounting firms 98

ThomsonReuters

APRIL 25, 2024

Jump to: Unravel tax law complexity with AI-powered tax research Alleviate workload pressures with AI-powered workflows Prioritize well-being and renewal Strengthen client relationships by shifting to an advisory model Has a stressful tax season left you reeling?

Tax 52

Tax tax preparation tax planning auditor 52

Canopy Accounting

MARCH 12, 2024

At Canopy, we’ve recently improved 24 of our accounting and tax workflow templates by adding helpful automations to save you and your firm time.

Tax 105

Tax Account accountant accounted 105

CPA Practice

SEPTEMBER 27, 2023

The CPA Firm Management Association (CPAFMA.org) recently hosted an open chat forum where member firms discussed “amazing” accounting applications that had significantly improved firm productivity. By Roman H. Kepczyk, CPA.CITP, CGMA. But first, let’s define “amazing” from a historical context.

accounting apps 111

accounting apps Account accountant accounted 111

Accounting Today

SEPTEMBER 6, 2023

There is no doubt generative artificial intelligence is gaining popularity as industries, including accounting, debate how it can be adopted into workflows.

Account 124

Account accountant accounted 124

MineralTree

FEBRUARY 15, 2024

Is your accounts payable (AP) check run holding your business back? From refining invoice approval workflows to embracing the digital shift, each step is a stride toward efficiency and precision. AP automation is crucial for modern finance teams to simplify payments and reduce manual steps associated with accounts payable.

AP Automation 78

AP Automation accounts payable Technology accounting and finance 78

Withum

FEBRUARY 9, 2023

Sage Intacct Construction is one of the top construction finance management software providers and is the first and only AICPA-preferred accounting solution for general contractors and developers. You can create multiple workflow structures within Purchasing to meet your business needs.

Construction 122

Construction accounts payable accounting and finance accounting software 122

Accounting Insight

APRIL 19, 2024

XBert is an AI-Powered Work Intelligence system that monitors both the data quality in Xero QBO Myob data entry and your teams workflow, ensuring team efficiency and accuracy. Manage information and link to smarter workflows and client portals to gather information with ease. How did you get started?

bookkeeping 52

bookkeeping audit Gaming Account 52

Canopy Accounting

JUNE 14, 2022

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what is accounting 52

what is accounting Account accountant accounted 52

CPA Practice

APRIL 17, 2023

While the economy and supply chains may still have some hiccups related to the end of the pandemic, one thing is clear: The demand for the services of accounting, finance and tax professionals is growing strong. Unfortunately, there’s also a “critical talent shortage,” says Tom Hood, CPA, a vice president with the AICPA. ( [link] ).

quickbooks 130

quickbooks payroll Technology audit 130

Insightful Accountant

OCTOBER 31, 2023

Client Hub, a leader in modern workflow platforms for accounting and bookkeeping firms, is proud to announce the launch of its groundbreaking AI-enabled email integration. This new feature promises to transform how accounting professionals manage the

bookkeeping 102

bookkeeping Account accountant accounted 102

CPA Practice

APRIL 9, 2024

Generative AI programs like ChatGPT are a hot topic across all industries — and the accounting industry is no different. A 2023 Thomson Reuters study found that 52% of surveyed accounting firms believe generative AI should be used for tax, accounting and audit work.

Technology 119

Technology Account accountant accounted 119