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Finance Digital Transformation for Accounting Firms

Acterys

Accounting firms provide financial management services to businesses, including advisory services, bookkeeping, tax preparation, and auditing. Finance transformation builds on larger digital trends inside businesses. For many accounting firms, there remains the opportunity to improve speed, efficiency, and quality.

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Changes to Lease Accounting Rules (ASC 842)

SMBAccountant

New rules are going into effect for lease accounting which may change how small businesses who follow Generally Accepted Accounting Principles (GAAP) think about and reporting leases. The new lease accounting rules seek to make the impact ofleases more transparent within financial statements. Permalink

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End-Of-Year Planning Essentials for Finance Teams

Acterys

For finance teams, the end of the year is not just about celebrations — it’s about reviewing financial performance, setting new goals, and developing a strategic plan to ensure future success. Many finance teams face challenges like fragmented data sources, manual data gathering, and limited forecasting capabilities.

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AICPA & CIMA Launches Registered Apprenticeship for Accounting and Finance Associate Program

CPA Practice

A new program designed to enhance the accounting talent pipeline by offering an “earn and learn” opportunity at the entry level was unveiled on Sept. 25 by the AICPA & CIMA, which collectively form the Association of International Certified Professional Accountants. Earn while you learn: Bridges education and employment.

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The Ultimate Finance Toolkit: Proven Strategies For Impact And Efficiency

Speaker: Duke Heninger

With the rise of fractional finance roles, many CFOs, FP&A professionals, controllers, and accountants are stepping into independent consulting. The expansion of fractional services presents new opportunities for finance professionals, but many face challenges in navigating this transition, finding it daunting.

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Finance Leaders Want Their Organization’s Audit Firm to Use AI—Immediately

CPA Practice

According to a new report from top six accounting firm BDO USA, company finance leaders are expecting technology like artificial intelligence to be used by their external auditors now to enhance their audit engagement and consider it the second-most important factor when choosing an audit firm. Graph courtesy of BDO USA.

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Board members need more audit and finance skills

Accounting Today

Audit and finance skills are heavily in demand on corporate boards, according to a survey by BDO.

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The Financial Leaders Playbook: How To Deliver Insight, Oversight, And Foresight

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

We’ll explore how today’s finance professionals can juggle the day-to-day operations while also delivering the long term vision that drives growth. Imagine being a financial leader who not only ensures the books are balanced but also shapes the future of your organization.

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Making A Bigger Impact with Automation

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

We’ll also explore 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. Nadia Asoyan, VP of Finance at Trusted Health, and Amer Ali, VP of Finance at Netlify, have been on the frontlines of the revolution in finance automation.

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Telling a Great Story with Data

Speaker: Jeff Epstein, Operating Partner at Bessemer Venture Partners, & Aneal Vallurupalli, CFO at Airbase

They will share details on how small accounting and finance teams can support the data requirements of teams across an organization and provide actionable examples of how to tell a story with the numbers. With this, decision-makers can be better informed with data that provides perspective and insights.

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Path to Becoming a CFO: David Goulden, CFO at Booking Holdings

Speaker: David Goulden, CFO at Booking Holdings, and Jeff Epstein, Veteran Tech CFO

David has operated in multiple international roles, both directly and indirectly involved in finance. His path to CFO is not the typical story of CPA/accountant or investment banker that we normally see. earlier in his career, David has multinational, and multidisciplinary, insights to draw from.

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How Finance and Accounting Operations Fail to Scale Efficiently

Every company, no matter its size, must address its finance and accounting requirements. This guide looks at the finance function for companies at different stages, and the types of issues and challenges that they face when they fail to build agile, scalable accounting and finance operations from the start.

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Top 10 Finance Processes to Automate Now

The work needed in accounting and finance roles continues to shift, moving from being reactive and transactional to proactive and analytical. Automation can’t work without a solid, reliable data infrastructure, so many businesses have or are currently implementing cloud-based accounting software to build that foundation.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams.

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Crafting Your Accounting Innovation Strategy

Speaker: Donny C. Shimamoto, CPA.CITP, CGMA

Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it? This session will empower you to: Understand how to select your accounting apps and develop your innovation strategy.