Patriot Software

JANUARY 4, 2023

You may have heard the phrase “If you have time to lean, you’ve got time to clean.” It’s a saying beloved by managers across the country and cuts to the core of the nonexempt employee/wage relationship. Nonexempt employees get paid because they work for a certain period of time. But what if an employee is […] Read More.

payroll 77

payroll 77

TaxConnex

APRIL 6, 2023

Our third annual survey of financial professionals with the responsibility of managing sales tax revealed that financial leaders continue to lean on internal resources while wrestling with the current economy, inflation and a tight job market. Managing sales tax is burdensome. Managing sales tax is burdensome.

Technology 130

Technology Sales Tax tax return 130

Going Concern

MARCH 6, 2024

FT got a hell of a scoop this week, reporting that three senior partners at PwC US — one of whom was up to replace current top dog Tim Ryan when he exits this summer — have been stripped of their management roles after they committed “significant violations” of PwC’s leadership election rules.

Gaming 85

Gaming Government Tax 85

Withum

JUNE 30, 2023

Manufacturers should embrace sustainable practices if they want to manage costs and prepare for the global challenges of climate change and environmental degradation. Lean Manufacturing. Lean manufacturing principles promote waste reduction by optimizing processes, minimizing excess inventory and eliminating non-value-added activities.

Manufacturing 80

Manufacturing Education Government Technology 80

KROST

JULY 28, 2023

At KROST and KROST Wealth, we have many clients engaged in the entertainment industry who lean on us for our expertise. From accounting, tax, wealth management, and the like, we are in solidarity with our clients and understand the situation they are going through.

Entertainment 52

Entertainment Tax Account accountant 52

CPA Practice

SEPTEMBER 7, 2023

Xero’s report, titled “ Money Matters: The impact of economic conditions on the cash flow of US small businesses “, interviewed more than 500 small business owners across the United States on the challenges the macroeconomic climate presents for small businesses, particularly when it comes to cash flow management.

accounting software 124

accounting software Technology Account accountant 124

Martin Quinn

MAY 24, 2021

Lean if a termed usually used to describe process efficiency. In organisational terms we can think of lean as being about not only doing things in a lean way, but always looking for ways to improve (or kanban). You can read the post at the link in full, but some points made by John are classic examples of lean in action.

Manufacturing 52

Manufacturing Maine management accounting management accounts 52

TaxConnex

MARCH 7, 2023

Financial leaders continue to lean on internal resources while wrestling with the current economy, inflation and a tight job market. Online retailers and eCommerce companies have been the focal point of taxing jurisdictions and their updated nexus laws for years. Most retail/eCommerce companies in our survey had annual U.S.

Sales 130

Sales Retail Tax tax return 130

CPA Practice

OCTOBER 11, 2023

With increasing corporate belt-tightening, finance leaders are focused on boosting the productivity of lean AP teams and taking measures to cut costs. End-to-end automation increases operational efficiencies, enables more timely payments and improves cash flow management.

Finance 59

Finance AP Automation AP Processes Approval Workflows 59

CPA Practice

MAY 24, 2023

Many noted they would lean on credit cards or family members to manage such a bill. Still, only 63% of adults surveyed said they would cover an unexpected $400 expense using cash or its equivalent, down from 68% the year before. About 13% said they wouldn’t be able to cover such an expense by any means. ©2023 Bloomberg L.P.

Finance 111

Finance 111

Snyder

MARCH 27, 2023

This practice, known simply as inventory management , helps business owners and managers make important decisions timely with optimal results. In this article, we’re going to talk about inventory turnover and its role in inventory management, covering everything you need to know about its calculation and significance.

E-commerce 52

E-commerce Sales Manufacturing Start-ups 52

TaxConnex

MAY 17, 2022

According to the Sales Tax Institute there may be changes on the horizon– and though the aim appears to lean towards improving life for remote sellers, the changes only seem to make meeting sales tax obligations harder. of managing sales tax amid constantly changing legislation. Contact TaxConnex?

New Mexico 177

New Mexico Illinois Texas Colorado 177

Ryan Lazanis

SEPTEMBER 1, 2022

2:09 – The second thing I would have done differently would have been to better educate myself when it comes to hiring and managing people. 7:29 – Episode 48 touches on 6 of my favorite accounting communities you can lean on to provide some outside assistance if you’re not looking for a dedicated coach. Listen Below.

Education 98

Education Account accountant accounted 98

Xero

FEBRUARY 6, 2023

The past few years have seen small businesses lean heavily on their advisors to survive the pandemic’s ripple effects. Meanwhile, larger firms are leading the way in cloud software usage, turning to apps to streamline document management and simplify client reporting to free up time. So what led us here?

bookkeeping 100

bookkeeping Education Account accountant 100

Airbase

DECEMBER 6, 2023

Procurement is a complex process that requires careful management to combine control with operational efficiency. We have a lean team mentality. Guided Procurement holds tremendous potential to revolutionize how organizations manage their procurement operations as companies continue to embrace automation and digitization.

NetSuite 130

NetSuite NetSuite Integration accounting and finance AP Automation 130

Xero

MARCH 2, 2023

They manage the day-to-day operations while Jeannie covers the high-level business strategy and client engagements. “If There’s nothing more important than keeping a promise to your client, and it all comes down to managing capacity really tightly. — Jeannie’s tips for managing clients on your terms : 1.

bookkeeping 80

bookkeeping Technology 80

Cherry Bekaert

FEBRUARY 29, 2024

Results Cherry Bekaert worked with management to conduct a readiness assessment over the in-scope HITRUST r2 Validated Assessment requirements to identify gaps towards obtaining certification. Additionally, a cyber risk assessment was performed against the organization to assist in meeting HITRUST requirements.

Healthcare 52

Healthcare Technology Hospitality 52

Menzies

APRIL 12, 2024

particularly the Internet of Things (IoT) and the IIoT (Industrial Internet of Things), opens doors for manufacturers to create a more digital focus, including real time tracking and quality management. Good examples of this are the development of lean manufacturing systems, performance dashboards and predictive maintenance.

Manufacturing 52

Manufacturing chartered accountant Technology financial statements 52

CPA Practice

NOVEMBER 1, 2023

Chicago-based investment advisory firm Choreo has purchased BDO Wealth Advisors, the affiliated wealth management business of BDO USA, the sixth largest accounting firm in the U.S. Choreo is the former wealth management practice of RSM US, the fifth largest accounting firm in the U.S. By bringing approximately $8.1

cpa firm 52

cpa firm CPA accounting firms Account 52

TaxConnex

APRIL 29, 2021

While many of the returns are zero-tax due, it is still a significant volume of returns and a distraction to their lean in-house accounting and tax team.?. Just because no tax is due on certain returns , don’t let them fall through the cracks or let your team become overburdened by the amount of work to manage the paperwork.

Tax 161

Tax Sales Government Account 161

CPA Practice

MARCH 4, 2024

The accounting functions that are managing to build technology acceptance don’t necessarily have different technology: building acceptance is more to do with putting in place practices that allow staff to perceive technology as easy to use and helpful.” Replace old behaviors with new ones and lean on tenured staff to guide the way.

Account 64

Account accountant accounted accounting and finance 64

CPA Practice

AUGUST 15, 2023

These awards honor firms and individuals within the accounting profession that excel in aligning technology and firm management. From day one, he leaned into the Circle experience to build strong relationships and tap into the knowledge, experience and expertise of his peers as well as sharing his own.

Technology 52

Technology Kansas Arkansas Missouri 52

Airbase

APRIL 12, 2023

Are you still getting value from the expense management or bill payment software you purchased a few years ago? Prepare yourself to be pleasantly surprised by how much better “new” is as you evaluate alternatives to managing payments, controlling risk, and closing the books faster and easier than ever before.

Modern Spend Management 130

Modern Spend Management Spend Management Software Spend Management Spend Management Solutions 130

Cherry Bekaert

SEPTEMBER 13, 2023

The Challenge With the organization’s expansion, supply chain management and order fulfillment became increasingly difficult, as the customer service team’s resources were inundated with fulfilling orders, claims, backorders, shipping logistics, manual processes and more.

Technology 105

Technology E-commerce Hospitality Manufacturing 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. with some saying that using Teams is becoming as important as using spreadsheets.

accounting apps 111

accounting apps Account accountant accounted 111

ThomsonReuters

JANUARY 9, 2024

To do this, there are three key considerations to bear in mind: Harnessing technology will be central to managing 2024 GMT requirements efficiently Navigating the intricate web of new regulations entails overseeing the distinct rules set across 138 countries in the BEPS initiative.

Tax 88

Tax Technology income tax audit 88

Reckon

APRIL 20, 2023

If you’re vigilant in adopting lean, quick, and automated workflows, you’ll save a lot of wasted time and energy. 4) Get serious about time management To free up more time to concentrate on sales and marketing activity , or other profit-generating tasks, be super rigorous about your time management.

Technology 52

Technology accounting software Start-ups Sales 52

Xero

MARCH 30, 2023

If you use Xero Practice Manager (XPM), you can sync the two systems to set targets and automatically measure key performance indicators (KPIs) against jobs. One way to more easily manage this is with intuitive dashboards, like those generated by Dashboard Insights.

Non-Profits 101

Non-Profits bookkeeping Start-ups Account 101

ThomsonReuters

FEBRUARY 13, 2024

At a recent Thomson Reuters event, Liz Connell, Senior Director of Product Management at ONESOURCE Global Trade , discussed why AI is relevant to global trade and how it can be applied effectively. We need you, the trade professionals, to learn and to lean in, to be aspirational in your technology goals.

Technology 52

Technology Legal Government Tax 52

VetCPA

MAY 18, 2022

You’ll have to decide how hard you want to lean on customers who are late paying your bills when it’s so early in the year. Tip: If you need to adjust the quantity you have on hand, click the down arrow next to Manage Transactions in the lower left and select Adjust Quantity/Value on Hand.

Start-ups 130

Start-ups quickbooks 130

CPA Practice

AUGUST 23, 2023

It’s a type of software that recruiters and organizations use to manage and streamline the screening and hiring processes. As the job market evolves, recruiters are leaning more heavily into outbound approaches to find candidates, rather than simply waiting for talent to come to them through a traditional application process.

Technology 98

Technology Education payroll 98

CPA Practice

OCTOBER 2, 2023

hiring and employment trends found that 95% of hiring managers in finance and accounting face challenges in locating skilled candidates available for hire. In finance and accounting specifically, nearly two-thirds (66%) of the hiring managers we surveyed said they want to hire talent for new jobs. Robert Half’s research on U.S.

accounting and finance 128

accounting and finance cpa firm CPA Finance 128

Xero

OCTOBER 27, 2022

We’re now seeing that both New Zealand and Australian small businesses are currently managing to navigate global headwinds. y/y in New Zealand, which may suggest they’re also managing to recruit the right people in a time of talent shortages. They’re also feeling confident enough to be hiring staff – jobs rose 10.2%

Sales 88

Sales bookkeeping 88

CPA Practice

AUGUST 31, 2023

It’s a type of software that recruiters and organizations use to manage and streamline the screening and hiring processes. As the job market evolves, recruiters are leaning more heavily into outbound approaches to find candidates, rather than simply waiting for talent to come to them through a traditional application process.

Technology 94

Technology Education payroll 94

Cherry Bekaert

MAY 19, 2023

Contributors: Dan Hulen, Director of IT and Managed Services | Chris Martin, Senior Manager of IT and Managed Services When faced with challenges in managed services and moving to the cloud, Thom Child and Family Services turned to Cherry Bekaert’s Digital Advisory.

Non-Profits 88

Non-Profits Technology Massachusetts audit 88

Shay CPA

MARCH 13, 2024

They all need to be on top of their financial management. We’ve seen it a lot: the financial management requirements of growing startups quickly outpace what the team can handle. Long story short, a CFO can be your one-stop shop for strong financial management in 2024. What’s that underlying thread? To that, we say: no problem.

accounting and finance 52

accounting and finance Finance payroll tax payroll 52

Anders CPA

DECEMBER 18, 2023

A year-end check of these four key metrics – cash flow, production, pipeline and financials – will help you see exactly where things got off track – and which areas of strength you can lean on, going ahead, as you work to improve your firm’s performance. Is the work there? Are we spending our business development efforts in the right areas?

Legal 52

Legal accounting and finance Finance Start-ups 52