Resources

How Unify Turned Month-End Mayhem Into a Growth Party With Automation!

By ditching paper and manual checklists, UNIFY embraced ART’s cloud-based solution for seamless automation. The robust dashboards, exception reports, and completion date reports allowed the team to easily track progress and resolve bottlenecks. ART’s flexible access for auditors ensured tight deadlines were met effortlessly. With competitive pricing and a rapid setup, ART cut costs and minimized disruptions, enabling UNIFY’s team to concentrate on high-impact tasks.

3 Steps to Successful & Strategic Year-End HR Planning

Paycor

Year-end can be a hectic time for HR professionals, but with proper planning and organization, you can navigate it smoothly. Learn the main watch outs for year-end HR prep with Paycor’s helpful checklist covering employee data, wage and tax information, and special situations. Ensure compliance and efficiency by downloading today!

Unsure of How to Buy Software?

Unlock our Buyers Guide for Month-End Close Automation Software! Explore key features, vendor comparisons, and user insights to streamline your processes and enhance efficiency. Download your guide today and transform your month-end closing!

New Overtime Regulations Require Employers to Pay Up

Paycor

There’s a new overtime salary threshold that will impact employers across the country. Starting January 1, 2025, EAP employees making less than $58,656 a year are going to be eligible for overtime. As your organization prepares, download Paycor’s guide to learn how you should classify employees, best ways to mitigate risk, and get letter templates to communicate the changes to your workforce.

How to Build the Ideal HR Team

Paycor

HR doesn’t exist in a vacuum. This work impacts everyone: from the C-Suite to your newest hire. It also drives results. Learn how to make it all happen in Paycor’s latest guide.

Book of Secrets for the Month-End Close

Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.

Recruit and Retain New Blue-Collar Talent

Paycor

Blue-collar jobs have a branding problem. One company, GEON, partnered with Paycor to find the solution. Learn how to attract, engage, and retain blue-collar employees, helping them build meaningful careers – and support your company’s goals.

Happily Ever After: Core Guiding Principles to Achieving a Fairy Tale Month-End Close

Happily Ever After doesn’t just happen, except of course, in fairy tales. Hard work alone is not enough for month-end close best practices. It requires discipline, teamwork, and the right tools. All of this is within reach. Discover how your organization can achieve a Happily Ever After close.

2024 Payroll Calendar Templates

Paycor

These calendars provide pay period dates and paydays for biweekly, semi-monthly, and monthly payroll in 2024. Use them as a reminder or share with employees so they can celebrate payday.

Navigating Corporate Travel Changes Post-Pandemic

Global business travel is surging, with companies spending as much as or more than they did before the pandemic. This trend is expected to continue, with more growth on the horizon. The types of travelers are also changing, with millennials and Gen Zers taking on the majority of the load. Business travel is evolving, and younger generations expect less hassle, even though there are more ways to book and pay for travel than ever before.

A Quick Historical Bookkeeping Cleanup

Historical bookkeeping clean-up is like an archaeological dig for financial documents. It is a vigorous, systematic process that ensures thorough scrutiny of every document. From verifying inconsistencies to reconciling payments, each layer of exhaustive evaluation brings greater clarity into your company's financial past. In this article, we will walk through all that historical bookkeeping clean-up entails.

2024 Annual Trends Survey: Expense Management Insights

Uncover the latest trends in expense management for small and medium-sized businesses. Our 5th Annual Trends Survey reveals that corporate card use is skyrocketing, but expense software isn't keeping up. This mismatch is creating real challenges for finance teams, who now take an average of 14 days to close their books. Travel policies are shifting to accommodate hybrid work, but many companies are struggling with off-tool bookings.

Top Benefits of Building a Travel & Expense Policy

A clear travel and expense (T&E) policy goes beyond setting rules. It empowers your team to make informed spending decisions that everyone can understand. This not only sets a standard but also supports consistency and productivity by reducing questions and discrepancies. Get the inside scoop on the many benefits of a robust T&E policy with our straightforward tips for creating a policy that meets your team's needs.

Simplify Your Business Finances with Dedicated Bookkeeping Services

Managing bookkeeping and tax can be challenging for businesses of all sizes. Fincent’s services offer a comprehensive solution to streamline your financial operations. With personalized, dedicated bookkeepers and controllers, our platform ensures accurate monthly books and financial statements delivered by the 10th business day of each month. Open monthly communication and an easy-to-use online chat with your bookkeeper provide consistent support and seamless management.

How to Elevate Your CPA Services and Grow Your Business

As a CPA, your expertise is invaluable to your clients. By partnering with Fincent, you can enhance your service offerings and streamline financial management for your clients. Our platform provides real-time financial reports, cash flow tracking, automated posting of banking transactions to reduce errors, and powerful search capabilities. With Fincent, you can focus on high-value services while we handle the day-to-day bookkeeping tasks.

Empowering Business Travel: The CFOs Guide

Business travel is more than just a line item. It’s a strategic opportunity to align with your company’s goals and empower your employees. With 60% of employees dissatisfied with the ease of booking and modifying travel plans, there’s a significant opportunity to improve travel management. This one-pager explores how to transform travel into a powerful tool for organizational success.

Master Your Expenses: The Ultimate Corporate Card Checklist

Choosing the right corporate card program is key to managing employee spending effectively. This checklist highlights important factors to consider, like ease of administration, card acceptance, real-time data, and software integration. It also details features like customizable policy controls, dynamic approvals, and robust analytics to help optimize expense management.

Your Guide to Creating a Travel Policy

Navigating travel expenses can be challenging, but our workbook offers a clear path forward. Learn to craft a travel policy that fits your budget and makes travel management simple. This self-guided workbook offers: Practical advice on choosing airlines, setting booking time frames, and managing travel costs effectively. Insights into selecting the right class of service for each employee, ensuring everyone travels comfortably and within policy.

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