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Payments remain one of the most overlooked levers for improving control, efficiency, and financial outcomes. Yet today, it's one of the easiest to modernize thanks to virtual cards.
This partnership will leverage Oracle’s B2B technology platform to offer a solution that simplifies the integration of e-invoicing compliance solutions. This marks another step forward in making end-to-end tax solutions a reality for customers.”
Any B2B business—and even some B2C companies—that delivers its products or services before receiving full payment faces similar issues. Slow collections put pressure on cash reserves and make it challenging to meet payroll and other essential obligations. This cash flow conundrum isn't exclusive to creative agencies or professional services.
For example, “Focus on e-commerce sales and exclude B2B transactions.” For example, “Generate a report of sales trends for Q3 2024 for the North American region.” ” Set the Context: Specify any relevant details that will help the AI understand the task better.
This is your chance to learn how instant, 24/7/365 access to B2B payments can give your business an advantage and boost your financial expertise. Our whitepaper reveals seven must-know facts about instant payments, offering to help you navigate this financial revolution effectively.
Callum is an experienced marketing leader with 14 years of B2B marketing expertise. Having led multi-channel strategies at IRIS, he’s an expert in driving growth through demand generation and strategic, creative campaigns.
This partnership leverages Oracles business-to-business (B2B) technology platform. A simpler, smarter architecture Oracle customers now can simplify their integration processes with the introduction of the new B2B integration by ONESOURCE Pagero.
With the integration of advanced global payments capabilities, Quadient is tackling a major challenge in the fast-evolving $120 trillion global B2B payments ecosystem, where more than half of small and midsize businesses still rely on fragmented systems to manage financial transactions1.
OBannon Billtrust , a B2B accounts receivable workflow and payment software market leader, has added new innovations in its Collections solution, delivering a new standard for AR teams by unifying advanced automation, AI-driven insights, and seamless agentic AI workflows.
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish governance and control, and foster their family legacy.
Previously, Lindsey held leadership positions at Relias, a B2B software company serving healthcare organizations, where she led product marketing teams and stood up a corporate marketing function.
Fintech firms that are focused on regulatory compliance, real-time payment systems, and streamlined B2B solutions are prime candidates for funding, as these areas promise stability and lower-risk revenue growth.
OBannon Firm Management July 11, 2025 Building Newsletters People Actually Read (and Click) Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.
The rise of remote work has impacted the majority of industries across the U.S. The Bureau of Labor Statistics found that between 2019 and 2021 the percentage of remote workers rose from less than 17% to over 39% among professional, scientific, and technical servicesincluding tax professionals.
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend or received an invitation yourself, you may be wondering what exactly working with a family office would entail.
Each new day brings a new headline about upcoming changes to tax law. As Congress weighs major decisions on the renewal of Tax Cuts and Jobs Act (TCJA) provisions and the White House issues new tariffs, tax planners may find themselves scrambling to provide answers and reassurance to their clients.
When you think of up-and-coming business opportunities, you likely dont think of student athletes. As a result of recent court cases, athletes have gained the ability to receive a financial profit anytime their name, image, and likeness (or NIL) is used.
B2B payments platform that strongly aligns with our 3x3 strategy and U.S. Cassidy last year said this refers to Xeros three largest market opportunities of the U.S., and Australia, as well as the three "super jobs" of core accounting, accounts payable and receivable, and payroll. Were thrilled to announce were acquiring Melio, a leading U.S.
When it comes to choosing an entity type, many entrepreneurs are drawn to S corporations and may make an election without truly weighing the pros and cons of each option.
Most recently, he served as Vice President of Go-to-Market Commercial Strategy and Vice President of Product Management at PG Forsta, a global B2B SaaS enterprise customer experience and market research company. an enterprise B2B SaaS innovation platform serving Fortune 500 companies. Thanks for reading CPA Practice Advisor!
The Tax Cuts and Jobs Act (TCJA) brought about far-reaching changes in the world of tax law. Though recent conversations have fixated on the soon-to-expire tax provisions, TCJA also introduced permanent changes that tax professionals can lean on to bring tax savings to their clients.
Saving for retirement is one arena where tax planners can provide value to their clients. Even your financially savvy clients may not be aware of the strategies they can use to increase the amount of money available during retirement and decrease the amount lost to taxes. One underutilized strategy is to leverage health care savings tools.
By Brannon Poe, Founder of Poe Group Advisors A version of this article first appeared in The Journal of Accountancy’s CPA Insider By Brannon Poe, CPA How Does An Earnout Affect The Buyer And Seller? Earnouts are popular deal structures used by buyers and sellers of accounting practices, but they have drawbacks.
Partnerships can either be the simplest or one of the most complicated entity typesdepending on how each of the partners relates to the business and what role they play.
When a government introduces CTC regulations, it typically starts with B2B invoicing on the manufacturing and sales side of the supply chain. The impact of supply chain on AR and AP processes The supply chain consists of five key components: sourcing, procurement, manufacturing, shipping, and sales.
Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.
His deep expertise in B2B SaaS and enterprise software makes him an excellent fit for the AuditBoard team. “I At Paycor, Villar was instrumental in accelerating product innovation to better deliver for customers and scaling operations. This ultimately led to a significant increase in market share, culminating in its sale to Paychex for $4.1
Cin7 Core offers advanced inventory management features like ecommerce integrations, robust reporting, and B2B portals, all syncing with your Xero account. Drive project success: Boost profitability of jobs and projects For service-based businesses, understanding the profitability of each job or project is critical.
Technological competence for tax practitioners is receiving increased attention from the IRS. Circular 230, which outlines rules governing those who practice before the IRS, has an entire section on competence.
Limited AAD B2B support, single sign on ~ Front end Modelling Web browser-based modeller for business users to build and maintain models. No install required. Complete flexibility with dimensions: As many dimensions and hierarchy levels as required.
One of the many roles we play as tax planners is as the taxpayers audit support system. Just the word audit can cause the typical taxpayer to panic. We can help reduce taxpayer stress by orienting them to audit basics long before that notice comes in the mail.
Despite your best efforts as a tax planner, your client may still end up facing an audit. Since some audits are randomly chosen, this is an unavoidable reality for those of us in the tax field. The question is: what is our role when it comes to supporting our clients through an audit? Where do our responsibilities begin and end?
In 2024, Therabody began using Shopify Plus for its B2B portal along with the retail POS stores. “The automation and support provided by Avalara have transformed our tax processes, allowing us to focus on our core business and future growth.”
Withum is proud to share that Lilit Nersisyan , CPA, has been recognized by LA Times B2B Publishing as a Banking & Finance Industry 2025 Visionary. The list includes the top trusted advisors in the Los Angeles area who routinely rise to meet ongoing challenges and help create financial security.
With a background in military leadership and decades in the payments industry (JP Morgan Chase, First Data/Fiserv), Kevin shares how Bill360 is purpose-built to simplify B2B A/R. Host Gary DeHart welcomes Kevin Sisk, President of Bill360.
This eBook created by Bill360, is an insightful guide to understanding how artificial intelligence is already reshaping core areas of B2B. AI is no longer a futuristic concept reserved for Silicon Valley—it’s here.
As the B2B commerce landscape innovates, it is continually after that "Amazon-like" experience forged in the consumer commerce world. But for B2B vendors and suppliers, the unique needs of corporate customers cannot be ignored, making a consumer-like buying experience particularly complex. Pricing Complexities.
With trade shows canceled and enterprise digitization accelerated, 2020 was a big year for the adoption of B2B eCommerce. Even before the pandemic hit, the B2B eCommerce landscape was heating up as businesses sought greater efficiency. The Rise of the Marketplace.
Kevin Phalen , head of global business solutions at Visa , told Karen Webster that the consumerization and the digitization of the B2B space are enabling firms to get the job — moving money — done with efficiencies previously unknown. B2B is poised to make the same leap. But the solutions they deploy, maintained Phalen, must be fast.
Separately, research finds B2B payments as the key driver behind surging instant payments volume in the years ahead. In addition to the expanded Accelerate program, Mastercard is also embracing blockchain for B2B use cases. B2B Payments To Drive Instant Payments Adoption. European Union Next To Ease Crypto Adoption.
When it comes to global B2B procurement, nothing is simple. The Track BPS is an evolution from the strategy of owning the underlying rails upon which money moves, according to James Anderson , executive vice president of Global Commercial and B2B Solutions. Driving B2B Payments' Evolution. said Anderson. A World Of Opportunity.
When it comes to B2B payments fraud, it’s not a matter of if it happens, but when. While eliminating paper is a much-needed first step to combatting B2B payments fraud, electronic payments aren’t immune to the risk, either. “Everybody needs to be suspicious,” he said.
India's Tradologie is looking to make the country a "self-reliant and self-sustaining powerhouse" through a B2B platform that facilitates uninterrupted trade for both local and foreign parties. Working with the enterprise, he said, can help with the addition of layers to soothe friction in the B2B onboarding process.
The takeover signaled an evolution of the company's business model from a traditionally business-to-consumer (B2C) seller, to one that includes business-to-business (B2B) operations. It was also indicative of a growing trend of B2C merchants expanding into the B2B realm in an effort to take advantage of a surging market.
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