Shay CPA

MARCH 16, 2023

Akshay Shrimanker, our Founder and CEO, recently joined Blake Oliver, David Leary, and a panel of other accounting experts (Mike Moiśe CPA, Matthew May CPA, and Reynaldo Arellano CPA) on a special episode of the Cloud Accounting Podcast. The immediate impact After $42 billion was pulled from SVB accounts, the writing was on the wall.

Technology 52

Technology CPA accounting and finance accounts payable 52

Accounting Insight

JULY 27, 2023

Digital pensions provider Penfold has launched its revolutionary new Penfold Platform for accountants, as part of a strategic shift towards better serving this key group of users. In contrast to the archaic and inefficient offerings prevalent in the industry, it leverages technology to significantly simplify the entire process.

Account 52

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Snyder

NOVEMBER 22, 2022

It can be hard to keep up with new opportunities and technologies in our rapidly changing and evolving world, especially in a professional field such as accounting. Why is accounting important? What are basic accounting principles? What is accounting software? Basic accounting and its secrets. Contents: 1.

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CPA Practice

MARCH 22, 2024

Founded in 2004, the Seattle-based Avalara arrived in the Triangle in 2013 after it acquired the Raleigh firm Tax Technology Services. Avalara is hiring locally in all departments, Deobald said, including legal, sales and customer account management—though she noted the Triangle office has comparatively fewer engineers.

North Carolina 59

North Carolina E-commerce Technology Tax 59

Basis 365

MARCH 6, 2024

Numbers are the core of any business, but at Basis 365 Accounting, we know that successful businesses are built by people. That's why our outsourced accounting and bookkeeping services go beyond simply crunching data. Clunky, outdated accounting methods or tools waste time, create inaccuracies, and slow decision-making.

bookkeeping 65

bookkeeping accounting and finance bookkeeping services Technology 65

MineralTree

APRIL 4, 2024

Leveraging AP automation for a faster process The invoice approval process is a bottleneck for many AP teams. Automation lets you set up custom workflows that automatically route invoices through the various steps of approval. Automating invoice approvals with NetSuite in this way boosts accuracy and efficiency.

Approval Workflows 52

Approval Workflows NetSuite AP Automation Technology 52

PYMNTS

JANUARY 13, 2020

In today’s top payments news, Wells Fargo is trying to revamp its approach to technology to appease regulators, and Goldman Sachs finally launches a mobile app for its online-only bank, Marcus. Wells’ Growth Reportedly Hampered By Old Systems, Tech Failures. Also, Karen Webster examines the economics of delivery aggregators.

Technology 52

Technology B2B account management accounting manager 52

PYMNTS

NOVEMBER 8, 2017

Help yourself: Unattended retail just got more seamless and widespread with USA Technologies ’ acquisition of Cantaloupe Systems, Inc. The deal is expected to close by the end of this week, according to a press release from USA Technologies. Herbert, chairman and chief executive officer of USA Technologies.

Technology 46

Technology Retail account management accounting manager 46

CPA Practice

APRIL 28, 2023

a provider of cloud-based tax compliance automation for businesses of all sizes, has announced the return of Avalara CRUSH in person, its annual tax and technology event. You’ll also have the opportunity to review contracts and discuss additional technology needs. Avalara, Inc. , and in the U.K.

Colorado 64

Colorado Technology Tax Education 64

PYMNTS

NOVEMBER 8, 2017

Help yourself: Unattended retail just got more seamless and widespread with USA Technologies ’ acquisition of Cantaloupe Systems, Inc. The deal is expected to close by the end of this week, according to a press release by USA Technologies. Herbert, chairman and chief executive officer, USA Technologies.

Technology 46

Technology Retail account management accounting manager 46

PYMNTS

AUGUST 12, 2020

In this week’s roundup of open banking initiatives and bank-FinTech tie-ups, PYMNTS finds a renewed push to strengthen SMB banking experiences including financing, account management and more. Agora Services To White-Label Technology. CIH Integrates Finastra Tech. Funding Circle Takes A Closer Look At Open Banking.

North Carolina 77

North Carolina Technology accounting and finance Finance 77

CPA Practice

FEBRUARY 16, 2023

To manage this sales tax challenge, Robin has been recommending Avalara to her clients. Through its partnership with Avalara for Accountants , VARC Solutions can provide referral services to clients to ensure they adopt the right tax technologies, helping them minimize risk and increase efficiency.

Sales 52

Sales Tax South Dakota bookkeeping 52

Going Concern

MAY 11, 2023

The SMO service will be led by Keith McNichols, who describes himself on LinkedIn as a “visionary, strategic thinker, and transformational leader with 20+ years of expertise in Marketing, Customer Experience, Account Management and Business Development.

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cpa firm Technology audit CPA 96

CPA Practice

AUGUST 17, 2023

Two new industry surveys from the wealth management and asset management sectors to gain insights into their current economic challenges and how they’re positioning themselves for long-term market stability. The surveys were commissioned by Wipfli LLP (Wipfli), a top 20 advisory and accounting firm.

Technology 52

Technology accounting firms account management accounting manager 52

Accounting Insight

AUGUST 16, 2023

All too often, CPA firms focus the bulk of their efforts on lead gen, which tends to create compromises in other critical areas of the business – namely recruiting exceptional accounting talent. CPA firms have several unique challenges in recruiting top accounting professionals. But what exactly is an “A-player” for a CPA firm?

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cpa firm CPA Technology quickbooks 52

CPA Practice

OCTOBER 23, 2023

Supported by the Oracle Cloud Infrastructure (OCI) generative AI service, NetSuite Text Enhance helps finance and accounting, HR, supply chain and operations, sales and marketing, and customer support teams improve productivity by leveraging AI to produce relevant drafts that they can quickly and easily review, edit, and approve.

NetSuite 45

NetSuite E-commerce accounting and finance Technology 45

Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. Speeding up workflows with automation.

bookkeeping 75

bookkeeping Louisiana Technology Tax 75

PYMNTS

MARCH 26, 2019

billion acquisition of treasury management technology firm Kyriba , according to Private Equity News reports on Monday (March 25). That partnership was made possible by Kyriba’s global connectivity hub, which aims to link financial systems to treasurers for integrated, automated treasury management processes.

Technology 66

Technology account management accounting manager Account 66

MineralTree

FEBRUARY 29, 2024

Efficient digital payments are critical for accounts payable (AP) teams to streamline the AP process and maintain strong relationships with vendors. However, managing payments through QuickBooks alone involves resource-intensive manual processes and limits teams’ ability to handle diverse invoice types.

AP Automation 52

AP Automation quickbooks Technology AP Processes 52

PYMNTS

SEPTEMBER 20, 2019

The freight payments space may be exploring how autonomous and connected vehicles could promote payments automation for fleets, but investors today are hoping to start with just getting those autonomous vehicles on the road, first. million for its technology from Breega and existing backer Axeleo Capital.

B2B 49

B2B bookkeeping Technology accounting and finance 49

PYMNTS

NOVEMBER 16, 2018

15), the company announced the launch of eCMS Connect for Comdata Virtual Card, enabling Computer Guidance clients to automate vendor payments. Commercial contractors using Computer Guidance’s ERP technology are now provided with virtual card B2B payment capabilities through the partnership, the press release said.

Construction 49

Construction accounts payable B2B Technology 49

PYMNTS

FEBRUARY 16, 2018

Sands Capital Ventures led the investment, which NepFin recently told PYMNTS’ Karen Webster will go toward expanding its origination team and investing in its underlying technology and data capabilities. Accounts Payable Automation. eInvoicing.

B2B 49

B2B accounts payable Accounts Payable Automation Technology 49

PYMNTS

APRIL 23, 2018

Logistics company Supplylogix has reportedly secured a patent pertaining to inventory management technology, reports in Citizen Tribune said Friday (April 20). The pharmaceutical industry is active in the exploration of tech and FinTech to enhance supply chain and other business management processes.

Pharmaceutical 40

Pharmaceutical Technology accounting and finance Finance 40

PYMNTS

MAY 22, 2018

Customers also get $500 bonus cash back once they spend $3,000 on purchases in the first three months the credit card account is opened. UK Banks Need To Invest In Cutting-Edge Tech To Fight Cybercrime. Sage Adds Expense Management Prepaid Cards To Accounting Mix.

Expense Management 40

Expense Management Technology account management accounting manager 40

Withum

DECEMBER 11, 2023

In today’s digitally driven business landscape, having an efficient and integrated technology stack is vital for optimizing productivity, streamlining operations and gaining a competitive edge. Power Automate: Power Automate, automates repetitive tasks and processes across different applications.

Technology 52

Technology accounting and finance account management accounting manager 52

Ryan Lazanis

AUGUST 22, 2022

Looking for the best accounting practice management software for your firm? Good news, because this is the ULTIMATE accounting practice management software round-up post. Get to know the top accounting practice management software and why it is essential for your business. QuickBooks Online Accountant.

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PYMNTS

JULY 31, 2019

As PYMNTS readers know, the role and appeal of FinTech is increasing significantly as consumer demands rapidly change, and technology and regulatory efforts encourage further innovation in digital payments and global transactions. But the vast majority of scientific progress is a team effort. And that’s where we come to FinTech.

Sports 76

Sports Technology Gaming account management 76

PYMNTS

NOVEMBER 10, 2017

These moves are tremors of a much bigger retail earthquake, according to USA Technologies chairman and CEO Stephen Herbert. That’s why USA Technologies, which focuses on cashless mobile enablement, has acquired Cantaloupe Systems , which focuses on inventory management and logistics. Better Together. The Unfurling Vision.

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Retail Technology New York Start-ups 58

PYMNTS

SEPTEMBER 6, 2016

It may seem like global expansion for the expense management company, but according to CEO David Barrett, it’s simply a reflection of the already globalized operation of the company. In fact, he says, expense reporting and accounting management has always had to be capable of supporting international corporate spend.

Expense Management 40

Expense Management Technology Spend Management accounting and finance 40

PYMNTS

MARCH 16, 2018

Small Business Accounting. Pilot.com built its platform on top of QuickBooks Online and combines software with human account managers for each customer. With new funding from American Express Ventures, EverCompliant said it will expand its team and focus on technology development. Data Analytics. EverCompliant.

B2B 40

B2B bookkeeping California Technology 40

PYMNTS

JULY 23, 2018

Treasury-related accounting tasks, payment fund transfers and cash flow forecasting are also top time-wasters for treasurers relying on spreadsheets. Using Excels spreadsheets to analyze daily global cash positions is the largest time-waster, analysts found, noting that this process alone wastes 1,296 hours a year.

accounting and finance 40

accounting and finance Finance account management accounting manager 40

PYMNTS

FEBRUARY 21, 2019

The company’s plan to operate as a digital-only bank is a growing strategy in the SMB challenger banking sphere, reflecting a younger demographic of entrepreneurs and increasing expectations among bank customers of all types for more sophisticated technology. Power research, published in October, found that, in the U.S.,

accounting and finance 54

accounting and finance Finance Technology Construction 54

xendoo

AUGUST 9, 2021

Some top online bookkeeping services employ excellent online bookkeepers who can provide the necessary online accounting services to successfully handle your business bookkeeping. An online bookkeeping service can help you manage: . Why Use an Online Accounting Service? All plans include: A business bank account.

bookkeeping 98

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Snyder

FEBRUARY 13, 2023

Finance and accounting are the foundation of every business, whether it’s a small venture or a large corporation. In this article, we’ll review finance and accounting outsourcing (FAO), in particular its benefits for small and medium businesses. To automate your finance and accounting, sign up for a free trial or book a demo.

accounting and finance 52

accounting and finance Finance Account accountant 52

PYMNTS

JUNE 16, 2017

As technology helps ramp up and streamline most processes, people can sometimes let the basics of what it takes to run a successful business fall by the wayside. In addition to modern-day technology, Johnson also stressed the importance of having a good team and maintaining open lines of communication.

Technology 40

Technology Start-ups account management accounting manager 40

Accounting Insight

FEBRUARY 22, 2023

Ad Valorem, the award-winning accountancy firm is today announcing it is partnering with IRIS Software Group (IRIS) to minimise admin, make business processes more efficient and improve client communications. Working with the industry-leading software provider aligns with our vision of modernising and humanising SME accountancy.”

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accounting firms Account accountant accounted 83

Snyder

MARCH 14, 2023

Now, it’s kind of difficult to predict where you’ll end up but there are certain jobs that’ll always be in demand, in particular accounting jobs. In the following article, you’ll find out why the accounting field is worth pursuing and which jobs are in demand with some of the highest salaries across the industries.

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