Acterys

DECEMBER 23, 2024

With tools like the Power Apps visualization, Power BI can send updates to databases, including SQL Server, ERP systems, and custom data models. By integrating Power Apps with Power BI, users can create interactive forms for real-time data entry and updates. Can Power BI write-back to a database? Absolutely.

Approval Workflows 130

Approval Workflows Technology Maine Gaming 130

ThomsonReuters

OCTOBER 24, 2024

Writing an advisory services proposal with a template An easier way to write advisory proposals The shift toward providing more higher-value advisory services continues to gain momentum as accounting firms increasingly look for ways to better serve clients, sharpen their competitive edge, and drive greater profitability.

Maine 52

Maine Legal Sales Tax 52

Insightful Accountant

JUNE 9, 2025

Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Expand Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential.

tax planning 52

tax planning general ledger Tax Education 52

Accounting Seed

NOVEMBER 15, 2024

Businesses rely on key accounting reports like the P&L statement, trial balance, and balance sheet to provide a high-level view of company performance on a regular basis. For example, When you update a customer record in sales it immediately updates in accounting because that record is one and the same.

Technology 59

Technology accounting and finance general ledger NetSuite 59

Insightful Accountant

JUNE 11, 2025

Comprehensive Features for Modern Firms Qount offers a robust suite of features tailored for todays accounting practices: CRM : Manage client relationships with customizable fields and filters. Expand Insightful Accountant Newsletter Like what youre reading? .

general ledger 52

general ledger payroll Real Estate quickbooks 52

Insightful Accountant

JUNE 6, 2025

With over 400 employees and a Top 100 ranking, WISS is leading the way in post-COVID flexibility, non-traditional hiring, and strategic tech investments. 🔗 Learn more: [link] 🔗 Connect with Paul: / ppeterson1 Expand IA Newsletter Like what youre reading?

general ledger 59

general ledger Account accountant Real Estate 59

Nancy McClelland, LLC

NOVEMBER 27, 2024

I’m still a little confused as to how it became a thing for accounting and bookkeeping services to advertise Black Friday or Cyber Monday specials… does that feel weird to anyone else? link] Kellie Parks’ Workflow Watering Hole is offering 33% off everything in the Cloud Accounting Templates Store. Use code BLACKCYBER24.

bookkeeping 52

bookkeeping Account accountant accounted 52

Basis 365

NOVEMBER 14, 2024

Your accounting team plays a key role in streamlining invoicing and collections processes, while your operations team can help ensure that projects are completed and billed on time. Having your accounting team interact with your primary point of contact is not a good idea. It needs to be directed from the top across departments.

accounting system 59

accounting system B2C Account accountant 59

CPA Practice

NOVEMBER 6, 2024

Prioritize learning, not just doing : Set aside time each week to learn something new—whether it’s related to accounting or not. Leverage technology mindfully : Use apps and tools to streamline your workflow, but be intentional about it. The future of accounting isn’t about who can crunch numbers the fastest.

Technology 119

Technology CPA Account accountant 119

Nancy McClelland, LLC

APRIL 5, 2025

I love attending accounting conferences. This comes as a surprise to no one who knows me (or even knows of me) Ive been featured in countless promo reels, given interviews on the topic, written tips & tricks articles, and talked up the amazing Accounting Cornerstone Foundation (more on them later) endlessly. Whats the point?

Account 98

Account accountant accounted bookkeeping 98

Accounting Insight

OCTOBER 24, 2024

Chaser , the leading accounts receivable platform, is proud to mark its 10-year anniversary. By implementing AI and automation into these aspects of accounts receivable management, Chaser helps businesses save time, improve cash flow, and reduce reliance on manual processes.

Technology 64

Technology Account accountant accounted 64

Xero

APRIL 28, 2025

Delivering powerful, integrated tools for our accounting and bookkeeping partners to help their small business clients is a key focus for us at Xero. This means less tedious work leading to faster review and finalisation of client accounts, tax returns, and financial statements.

bookkeeping 85

bookkeeping tax return financial statements Tax 85

Accounting Insight

NOVEMBER 19, 2024

Modulr , the embedded payments platform, today announces its acquisition of Nook , an innovative disruptor in accounts payable (AP) automation. These are significant concerns, as highlighted by Modulr’s survey of 250 accounting practices which revealed that nearly half (45%) of respondents spend over three hours per week on manual data entry.

Accounts Payable Automation 52

Accounts Payable Automation accounts payable AP Automation Account 52

Accounting Seed

APRIL 24, 2025

For years, accounting has been weighed down by manual data entry, siloed departments, and hours of tedious reconciliation. Accounting automation software flips that script, offering smarter, faster, and more reliable financial processes. But make no mistake accounting automation software doesnt replace accountants.

Account 52

Account accountant accounted general ledger 52

Xero

FEBRUARY 10, 2025

You can now electronically submit amended accounts, we’ve added additional notes on FRS 105 and 1021a allowing you to explain any changes and a handy file button to complete the submission. For US accountants, a key compliance update has been implemented to the Schedule C report.

Tax 95

Tax Sales Government Account 95

Accounting Seed

JANUARY 7, 2025

Changing accounting systems can feel intimidating. Even if the legacy accounting system you currently use doesnt have the features, speed, or power you need, at least its familiar. Lets look into the key points of changing accounting software. Is It Time for New Accounting Software?

accounting system 59

accounting system Account accountant accounted 59

CPA Practice

JUNE 9, 2025

with a Stripe account to securely accept in-person contactless payments with their iPhone and the Xero Accounting app. Xero has launched Tap to Pay on iPhone, enabling small business customers in the U.S.

accounting apps 101

accounting apps Account accountant accounted 101

Basis 365

NOVEMBER 26, 2024

Control Operating Expenses Outsource Non-Core Activities: Consider outsourcing non-core activities, such as accounting , IT support or administrative tasks, to specialized providers who can perform these functions at a lower cost, allowing you to focus resources on your core business operations.

Non-Profits 59

Non-Profits Technology Tax tax planning 59

Xero

JANUARY 13, 2025

Whether you want to grow your business or take a step back and spend less time at work, apps might just be the secret weapon to reaching your goals. This year, turning your business resolutions into solutions might be as simple as connecting a new app to Xero. Youll also gain more confidence when making financial decisions.

accounting and finance 97

accounting and finance Finance Sales Account 97

ThomsonReuters

FEBRUARY 6, 2025

In the fast-paced world of accounting and tax preparation, every minute counts. As an accountant or CPA, youre often juggling multiple clients, deadlines, and tasks, which can lead to overwhelming stress and burnout. To fully leverage the Pomodoro Technique, consider using a digital timer or app to keep track of your sessions.

cpas 52

cpas Account accountant accounted 52

Xero

JUNE 24, 2025

We also know that more than 70% of US SMBs place a high importance on having their accounting and accounts payable software tightly integrated, but only a small minority actually have access to integrated accounting and accounts payable. Bringing together accounting and payments seamlessly into one platform.

Gaming 68

Gaming accounts payable Approval Workflows bookkeeping 68

Accounting Today

JUNE 6, 2025

Accounting practice management software provider Karbon announced its new Practice Intelligence product, an agentic AI-driven solution thats the next evolution of its Practice Management platform. All rights reserved. Karbon Practice Management evolves into Practice Intelligence product Karbon accepts Talent Visionary Award.

Technology 59

Technology audit E-commerce tax preparation 59

Xero

FEBRUARY 12, 2025

” This stark observation from Haley Reyners, founder of My Two Cents Accounting Services , highlights a common challenge facing small businesses. Check out Paidnice in the Xero App Store. “When my debtor workflow is turned off, people stop paying me almost immediately.”

bookkeeping 96

bookkeeping Account accountant accounted 96

Accounting Insight

NOVEMBER 29, 2024

The Institute of Chartered Accountants in England and Wales (ICAEW) has announced a new category within its Technology Accreditation scheme; “Client Communications” and ClientWindow is the first solution to be accredited in this new category.

Technology 52

Technology institute of chartered accountants chartered accountant accounting and finance 52

Accounting Insight

MAY 6, 2025

Exhibitors will be showcasing the best new products, tech, software, services and solutions in the world of accounting. It lets accountants and clients submit quarterly updates from spreadsheets without full software migration. Wolters Kluwer has also Launched CCH iFirm Personal Tax and CCH iFirm Accounts Production for U.K.

Accounts Payable Automation 52

Accounts Payable Automation accounts payable accounting and finance income tax 52

CPA Practice

NOVEMBER 11, 2024

From 2017 to 2022, Navy Federal charged customers surprise overdraft fees on certain ATM withdrawals and debit card purchases, even when their accounts showed sufficient funds at the time of the transactions. The Consumer Financial Protection Bureau (CFPB) has taken action against Navy Federal Credit Union for charging illegal overdraft fees.

Virginia 105

Virginia Account accountant accounted 105

Xero

MAY 27, 2025

Spotlighting Innovation: AI and Advisory Services The accounting industry isn’t what it used to be; it’s smarter, faster, and more efficient, thanks to AI and advisory services. Expect insights from Xeros team on product enhancements that will redefine your approach to accounting. Are You Ready to Lead in Accounting?

Gaming 69

Gaming Technology Account accountant 69

Accounting Insight

DECEMBER 9, 2024

IRIS Software Group (IRIS), a leading global provider of accountancy, education management, HR and payroll solutions, today announced a definitive agreement to acquire Dext Software Ltd (Dext), a leading bookkeeping automation platform provider. This will, effectively, create a single, end-to-end view of the entire accountancy workflow.

bookkeeping 52

bookkeeping general ledger bookkeeping software tax return 52

Insightful Accountant

JULY 9, 2025

This month at Insightful Accountant's QB Talks show, Debra Kilsheimer and I will provide a "Comparison of Workflow Apps" that work with QuickBooks and Xero.

quickbooks 59

quickbooks Account accountant accounted 59

CPA Practice

DECEMBER 6, 2024

Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab, sponsored by CPA practice advisor, with your hosts, Randy Johnston and Brian Tankersley. Randy Johnston 00:10 welcome to the accounting Technology Lab. And so its a its good that theyve got the APIs and everything in here. Is it perfect yet? Sure, its not.

Technology 98

Technology Account accountant accounted 98

Insightful Accountant

JUNE 11, 2025

Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Expand Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential.

general ledger 52

general ledger New Hampshire tax preparation E-commerce 52

SchoolofBookkeeping

APRIL 7, 2025

As an accountant or bookkeeping pro, you’re a bit like a superhero—saving clients from financial chaos, one transaction at a time. Here’s what it offers: Accountant Center : Your one-stop shop for reconciliation, journal entries, and financial reports. It’s like a candy store, but for accountants.)

quickbooks 52

quickbooks bookkeeping Account accountant 52

Insightful Accountant

JUNE 11, 2025

Click here to read the rest of the story. Expand Insightful Accountant Newsletter Like what youre reading? Subscribe to our FREE newsletter and well deliver content like this directly to your inbox.

general ledger 52

general ledger Account accountant accounted 52

Accounting Insight

JULY 2, 2025

I graduated from university in Manchester in 2008 with an Accounting and Finance degree. It is starting to show up in the cloud apps we use and we are trying and learning new things all the time. The post 3 minutes with Paul Barnes appeared first on Accounting Insight News. How did you get into the world of finance?

accounting and finance 52

accounting and finance Finance Account accountant 52

5 Minute Bookkeeping

JUNE 4, 2025

App integrations promise to automate bookkeeping, but in practice, they often create more work. The cleanup becomes your responsibilitywhich is why it’s so important to understand QBO and apps, and how to diagnose and avoid integration nightmares. But most app developers arent bookkeepers. Youre not alone.

bookkeeping 52

bookkeeping quickbooks Account accountant 52

Basis 365

APRIL 7, 2025

One of the best ways to ensure sustainable growth is by tracking the right metrics and key performance indicators (KPIs) with powerful tools like Xero or other cloud-based accounting solutions. Lets explore seven crucial accounting KPIs that every business owner should monitor when scaling their business.

Account 52

Account accountant accounted Technology 52

Shay CPA

JUNE 4, 2025

a B2C app that isnt categorized as a high-impact vertical), you may end up jumping through hoops for limited payoff. Disclaimer: The content provided on this blog is for general informational purposes only and does not constitute professional accounting, tax, or legal advice.

Real Estate 52

Real Estate Technology CPA New York 52