Email is Not an Accounting Tool

Ambre Pierce

Email is not meant to solve your accounting workflow management challenges

Accountants aid clients struggling with inflation

Accounting Today

Accounting firm services Inflation Consulting Accounting Non-profits


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Accounts Payable vs. Accounts Receivable

Patriot Software

As a small business owner, setting up your accounting books and maintaining accurate records is essential. To make that happen, you need to be familiar with accounts payable and accounts receivable. Accounting Invoicing & Receivables Payments & Payables

Lockstep® Announces World’s First Shared Inbox Designed for Accounting


Patent-pending Email and Accounting Software Integration Revolutionizes and Streamlines Payments and Month-end Closing Workflows. Designed for individuals and teams, Lockstep Inbox provides an online workspace that lets accounting join the automation revolution quickly and easily.

Change Your Mindset: The Key to Growing Your Accounting Practice

Speaker: David Bergstein, Chief Innovation Officer at Bergstein CPA

Whether re-integrating back to in-office life or staying digitally connected through remote work, the first step in determining how to spur growth comes with reevaluating your company's willingness to change mindset. Join David Bergstein, Chief Innovation Officer at Bergstein CPA, as he shares insight on the accounting landscape, new trends, and practical tips for reevaluating your company's positionality.

Email Blunders for Accounting Teams to Avoid


We all know how frustrating email can be, especially for accounting teams. In Part I and II of this series, we took a look at some of the most common accounting email blunders that can cost time and money. Part 3: SPAM, Deleted Correspondence and More Accounting Email Blunders!

7 Ways to Speed Up and Automate Accounts Receivable Communications


In today’s fast-paced, competitive business environment, it’s more important than ever to optimize your accounts receivable (AR) processes. One way to do this is by leveraging automated customer communications as part of your broader accounts receivable automation strategy.

A modern accountant’s guide to client accounting services

Accounting Today

Accounting firm services Accounting CAS Technology AICPA

What Contractors Should Know About Accounting

Jennifer Eubanks

Government contractors are required to follow certain accounting guidelines to maintain their standing

National Accounting Day 2022


This week, we are celebrating the success of our wonderful customers, because accounting teams are the backbone of every business. Even more so, without the organization and fortitude of the accounts receivable (AR) teams, cash flow would be a “cash trickle.” .

The accountant shortage threatens capitalism's future

Accounting Today

Accounting education Accounting CPA Exam Employee retention Recruiting

10 Pragmatic Guidelines to Inspire Trust in Your Accounting Firm During COVID Times

Speaker: Javier Goldin, Managing Partner at Goldin Group LLC

The accounting profession has been moving from transactional to advisory work. Advisory work is based on relationships and an ongoing dialogue. The pandemic has forced many firms into a remote environment. The implicit trust of a face-to-face interaction is gone. So how do you rebuild or reproduce that trust, key to a relationship, in a remote environment. Can it be done and if so how to best execute? Join Javier Goldin, Managing Partner at the Goldin Group, LLC, for this enlightening discussion on the elements of engendering trust.

AuditClub launches academy program for accounting students

Accounting Today

Accounting education CPA Exam Audit

Technology in [NFP] accounting

Accounting for Good

The post Technology in [NFP] accounting first appeared on ACCOUNTING FOR GOOD. Exclude From Blog Uncategorized

Accounting Software for Accountants and Bookkeepers


Accounting software is the primary operational tool for bookkeepers and accountants. With a large selection of products available on the market, it’s possible to pick the one that best addresses the unique needs of your accounting firm and your clients. . Accounting tools.

Accountants face a 'confused, unsettled world'

Accounting Today

Accounting firm services Accounting AICPA Law and regulation

Accountants worried over economy and inflation

Accounting Today

Economic indicators Inflation ACCA Accounting IMA

4 Steps to Building Your Client Advisory Services Practice With Passion & Purpose

Speaker: Amy Vetter, CEO of The B3 Method Institute

As a CPA, consultant and entrepreneur, Amy will share insights and best practices from her own experience starting and growing an advisory services practice on her own and as a Partner in accounting, and from her 10+ years of advising thousands of firm leaders on how to grow and scale their businesses. You will walk away with actionable tools, tips and resources for creating and maintaining a solid, scalable foundation for your business for years to come.

What is Connected Accounting?


Every business activity results in the sharing of accounting information. The only way that accountants have to share information today, is to email PDFs back and forth to each other, and open them, read them, and manually enter them into whatever their financial system (ERP) is.

Your Accounting Inbox Needs a Workflow Overhaul: Productivity and Coverage


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.

Free Yourself From Business Accounting by Outsourcing


As the holidays approach, no business owner wants to be bogged down with accounting tasks, budgeting next year, or trying to prepare to close the books for 2022.

Happy International Accounting Day!

Going Concern

Making him an excellent figurehead for accounting, really. If you are interested in accounting history (of course you are), we recommend Jacob Soll’s The Reckoning: Financial Accountability and the Rise and Fall of Nations. Happy International Accounting Day 2022!

Making A Bigger Impact with Automation

Speaker: Nadia Asoyan, VP of Finance at Trusted Health, and Amer Ali, VP of Finance at Netlify

Learn about the automation mindset behind some of the most efficient companies. Discover how to evaluate accounting software to ensure that your tech stack works for your company’s needs today, and that it will scale into the future. Download today!

IFAC offers online resource center for accountants

Accounting Today

IFAC Accounting International accounting

More Email Blunders That Cost Accountants Time and Money


In Part I Email Blunders That Cost Accountants Time and Money of this series, we took a look at some of the most common email blunders that can cost accountants time and money. Part 2: Email Blunders Experienced Accountants Need to Watch For. Accounting Inbox Email Challenges

Accountant Busy Season: 5 Survival Tips for Accounting Busy Season


The first four months of every calendar year are the time when accountants are at their busiest. From January to April, there are few things that accountants do besides tax filing. This is what makes busy seasons so stressful for accountants. Be lazy and automate accounting.

Accounting firms react to passing of Queen Elizabeth

Accounting Today

Accounting Accounting firm networks International accounting

Global Accounting Principles and Commission Capitalization

Speaker: Ryan Dillard, Chief of Staff Director at CBIZ ARC Consulting LLC; Kelly Hicks, Global Controller at Airbase

Join us for this webinar, where Airbase Controller Kelly Hicks and Ryan Dillard, a Director at CBIZ ARC Consulting, explore how to approach capitalizing global sales commissions.

Clariant restructures after accounting investigation

Accounting Today

Accounting Financial reporting Accounting fraud Whistleblower International accounting

Sales tax and accounting services


Tax preparers are generally accredited individuals – certified public accountant (CPA) and enrolled agent (EA) are two common preparer designations – who have completed previous and ongoing education to understand compliance for varied tax purposes.

Sales 207

December EOFY accounting checklist for NFPs

Accounting for Good

The post December EOFY accounting checklist for NFPs first appeared on ACCOUNTING FOR GOOD. Exclude From Blog Uncategorized

High school students explore accounting careers at MassCPAs summer program

Accounting Today

Accounting education Accounting Accounting students

Rethinking the Concept of the Employee: How Outsourcing Can Help Grow Your Accounting Business

Speaker: Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP

The very mention of the word "Outsourcing" is enough to send shivers down the employee spine. However, this gut reaction - while understandable - is merely based on misconceptions. Outsourcing does not necessarily mean mass layoffs and transplanting offshore. Rather, it could be utilized as an employee-friendly way to assuage an overburdened staff, relieve productivity bottlenecks, and stimulate growth. Join Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP, for this enlightening discussion on the ins and outs of outsourcing, and what it can do for your practice.

Redefining ‘creative accounting’

Accounting Today

Accounting firm services Accounting

Accounting Terms You Should Know

Patriot Software

As a small business owner, the idea of learning accounting lingo can be intimidating. You may not know many terms used in accounting. To better understand your business’s finances, you may want to review a few basic accounting terms. Accounting Operations

Three Google Sheets Formulas for Accountants


While most accounting teams use Excel for their spreadsheet needs, a growing number of teams and organizations are moving to Google Sheets. Here are three helpful formulas in Google Sheets that all accounting teams should know. . Connected Accounting

FASB pauses goodwill accounting project

Accounting Today

FASB Accounting Accounting standards Financial reporting

Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

In this discussion, Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown, will share his perspective on what he witnessed during this period of change – the good and the bad, and he’ll share some of the best practices for security and privacy in our space around technology and innovative advisory offerings in this new world.

OSCPA gives $54K in scholarships to Oklahoma accounting students

Accounting Today

Accounting education Accounting Accounting students Oklahoma

Rising Interest Rates’ Impact on Accounts Receivable


As the Federal Reserve tightens interest rates at the highest level in over 20 years, it’s a good time to review your manual accounts receivable (AR) processes to seek out your unresolved cash traps. Accounts receivable automation elevates your payments strategy and reduces DSO by 30%.

Accounting Automation v/s Accountants

Simple Accounts

Accounting Automation. Accounting Automation is the process which involves the use of software to automate tasks related to finance and accounting. While automation can help to speed up the accounting process, it is not a replacement for manual labour. . Accountants.

FASB proposes changes in accounting for joint ventures

Accounting Today

FASB Accounting Accounting standards Financial reporting

Virtual Cards — Everything You Need to Know

Speaker: Eoin Hession, Controller at Recharge

Even though virtual cards have been part of the payments system for over ten years, there remains a lack of clarity around how they work and their value to companies large and small. In this webinar, Eoin Hession, Controller at Recharge, talks about how his company uses virtual cards in their operations. Sign up today!