Xero

JUNE 16, 2022

This means improving your overall employee experience and crafting a smooth and engaging onboarding experience when you do hire. . If so, the onboarding experience is vital to employee retention, yet many businesses still do this manually by pen and paper. Are you planning to hire in the new financial year?

Technology 118

Technology accounts payable Manufacturing Tax 118

CPA Practice

NOVEMBER 14, 2023

Fixed Asset Module: A new fixed asset hub, batch fixed asset onboarding, and onboarding from expense and bill transaction forms, will streamline the process of adding, tracking, depreciating, disposing, and reporting on fixed assets, making it easier to maintain accurate, complete, and compliant financial records.

quickbooks 119

quickbooks E-commerce Approval Workflows Account 119

CPA Practice

APRIL 3, 2024

Firms can easily onboard and deploy a new client in a matter of minutes and will find they can reduce their bookkeeping costs by 30 to 50%.” Botkeeper remains dedicated as ever to automating the bookkeeping process to get accountants out of the proverbial weeds,” the company said in a blog about Botkeeper Infinite.

Technology 64

Technology general ledger bookkeeping accounting software 64

Xero

JULY 13, 2023

By integrating tools such as Ignition, Zapier, Trello, JotForm, and Office365, they’ve developed a sophisticated client onboarding process that ensures outstanding customer service and regulatory control. The post Business as usual for Xero Mid-Size Firm of the Year winners: Sempar Accountancy and Tax appeared first on Xero Blog.

Technology 79

Technology Tax Account accountant 79

Xero

MAY 23, 2023

“This is apparent in the initial stages of client onboarding, right through to regular check-ins aided by informed meeting agendas and feedback to ensure she’s continually delivering value to the client,” they said. To find out more about Adams O’Rourke, visit www.adamsorourke.co.uk.

bookkeeping 65

bookkeeping Account accountant accounted 65

ThomsonReuters

MAY 5, 2022

Win the accounting talent war with a successful onboarding program. Tax and accounting firms looking to improve their ability to attract and retain talent should also take a closer look at their new hire onboarding program. Therefore, it is essential that firms reevaluate their current onboarding processes.

Tax 96

Tax Account accountant accounted 96

RitaKeller

OCTOBER 6, 2021

From Bruce Tulgan – “With a concrete onboarding plan, clear learning objectives, and supporting materials—and one or two daily one-on-ones—you will be amazed how quickly you can get a new employee on-board, up-to-speed, and operating at full capacity.”

cpa firm 59

cpa firm CPA 59

Ryan Lazanis

APRIL 13, 2022

Client Onboarding. One of the most inefficient workflows I often encounter amongst firms is client onboarding as there is so much back and forth to get the client on board. For example, if you write blog posts, what are the steps involved to create that blog post? Employee Onboarding. Service Delivery.

Account 88

Account accountant accounted accounting firms 88

Xero

AUGUST 17, 2022

This guest blog post is written by Jaclyn Anku who runs Community & Education for the HR and payroll platform Gusto. Make onboarding delightful. Research shows that a positive, structured onboarding experience makes 69% of employees more likely to stay with a company for three years.

Healthcare 81

Healthcare bookkeeping Education payroll 81

PYMNTS

DECEMBER 8, 2020

“It’s never been more important than right now for Grubhub to find and develop ways for our independent restaurant partners to serve their customers and drive online orders,” Seth Priebatsch , chief revenue officer of Grubhub, said in a company blog post on Tuesday (Dec.

New Jersey 84

New Jersey Illinois Washington New York 84

ThomsonReuters

JULY 1, 2022

A well-rounded CPP must be knowledgeable regarding the various processes involved in onboarding a new employee. The post The Certified Payroll Professional Corner: Regular Rate Calculation for Overtime Purposes appeared first on Tax & Accounting Blog Posts by Thomson Reuters. Costly I-9 violations.

payroll 94

payroll Oregon Washington Legal 94

Xero

JULY 18, 2022

Invoice processes, expense reporting, cash flow forecasting, payroll management, practice management, client onboarding, tax reporting and preparing financial reports can all be automated, and the list will only grow as more businesses embrace digitalisation – and governments move away from archaic paper-based processes.

bookkeeping 84

bookkeeping accounting and finance Expense Management payroll 84

Xero

AUGUST 22, 2022

We spoke with Alexa Whyatt, Personal Tax Manager and Macauley Brammer, Personal Tax Senior at Best Accountancy Services (Plymouth) Ltd , who have successfully onboarded five clients using Xero’s MTD for ITSA product. Getting onboard with Xero. They talked us through their MTD journey so far. . Getting started.

Account 71

Account accountant accounted tax return 71

ThomsonReuters

JUNE 8, 2023

This blog post will provide an overview of these three strategies that are essential for successfully recruiting and keeping top talent in the audit industry. Finally, technology can streamline and expedite the onboarding process by automating key steps such as background checks, reference checks, and document sharing.

audit 52

audit cpas Technology Tax 52

PYMNTS

DECEMBER 9, 2020

Visa teamed up with USDC earlier this month to offer a digital currency credit card, one of 25 digital currency wallet companies onboarded by Visa’s Fast Track program. Cuy Sheffield , head of the crypto at Visa, said this is the first business card that will make the balance of USDC available for spending.

B2B 103

B2B Government Account accountant 103

Xero

JUNE 21, 2023

From offering 24/7 access to valuable resources, to streamlining onboarding processes, they’ve made client interactions seamless. The post Small firm, big impact: Tennick Accountants win hotly contested Xero Award appeared first on Xero Blog. To find out more, you can visit the Tennick Accountants website , or connect on LinkedIn.

Account 118

Account accountant accounted accounting and finance 118

ThomsonReuters

JANUARY 4, 2024

Some of the tasks that you can streamline using software applications and tech tools include: New client onboarding Accounting and payroll Tax filing deadlines Document management Compliance monitoring Automation allows firms to streamline operations , reducing wasted time and stress for employees.

Tax 71

Tax Technology payroll tax accounting careers 71

Xero

AUGUST 7, 2023

With proven ROI, easy onboarding, and enterprise-grade security and reliability, FYI is the smart choice for accountants who want to streamline their processes and focus on delivering value to their clients. The post Introducing our 2023 Xerocon Sydney event partners appeared first on Xero Blog. Can’t wait to see you there!

bookkeeping 91

bookkeeping E-commerce Tax Account 91

PYMNTS

NOVEMBER 9, 2020

In a blog post from July, Google discussed Safaricom's launch of its “Lipa Mdogo Mdogo," or "Pay Bit by Bit" service, allowing Kenyans to purchase a phone and pay for it in installments. Google Pay earlier this month added 89 banks compatible with its services, furthering its trend of onboarding financial institutions around the U.S.

Finance 92

Finance 92

Xero

JULY 25, 2022

You can now onboard employees in your payroll with a residential address outside the UK. The post How we’re improving employee and off payroll workers profiles in UK Payroll appeared first on Xero Blog. You may still see some references to ‘Time off’ in Xero Payroll, which will be changed to ‘Leave’ in the months ahead.

payroll 83

payroll Technology bookkeeping 83

ThomsonReuters

JULY 20, 2021

For the past six months, the Thomson Reuters Professional Services and Customer Support & Service teams have been talking, and more importantly listening, to Onvio® customers and Beta users for ways that we can improve the Onvio onboarding and support experience. We are already implementing improvements for each one of these areas.

Tax 52

Tax Account accountant accounted 52

ThomsonReuters

JULY 6, 2023

While strategic planning in advance of the advisory work can initially slow down the onboarding process, it will pay off in the long run. Consider writing regular blogs or offering your unique insights on social media or by hosting a webinar. appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Account 98

Account accountant accounted tax return 98

RitaKeller

APRIL 4, 2022

Occasionally, I reprint a blog post from Seth Godin. Maybe part of onboarding a client is the time to set some boundaries. “Anytime you see a turtle up on top of a fence post, you know he had some help.” ” – Unknown. Today is one of those days. To me, it has meaning to those of us working for or with CPAs.

cpas 49

cpas CPA Tax 49

Xero

OCTOBER 19, 2022

Lucy was later able to bring James onboard as a full-time employee. . Not only does Simplex Accounting cut out the use of paper for their clients, they’re also planting trees to mark every client onboarded, press received or awards won for the practice. From paper-mess to paperless. Driving digital.

book keeping 70

book keeping accounting and finance Start-ups Education 70

PYMNTS

SEPTEMBER 8, 2019

KYC (know your customer) will be required for trading on Binance.US,” Binance wrote in a blog post. We are finalizing the list of states where we will start to roll out service to users and will release this list before we begin onboarding customers.”. KYC onboarding will begin a few days prior to live trading.

Government 59

Government Start-ups Technology Account 59

Snyder

MAY 10, 2022

Then try your personal Business Insights reports with Synder’s free trial or schedule a demo session where our specialists will help you with onboarding and managing all settings! The post Hot Synder Reporting Feature: Keep Track of Your Business Analytics appeared first on Synder blog.

E-commerce 52

E-commerce Sales Account accountant 52

PYMNTS

JULY 12, 2020

Uber Freight , which has seen an influx of more activity since the pandemic set in, has announced new features that will aid small businesses, the company said in a blog post. In turn, customers can now rate their load experience from 1 to 5 stars, the blog post states.

Technology 67

Technology B2B 67

ThomsonReuters

APRIL 18, 2024

Clear documentation also makes it easier to onboard new staff. The post 3 steps to identify and fix bottlenecks in your firm’s workflow appeared first on Tax & Accounting Blog Posts by Thomson Reuters. The process will only work if everyone within your organization believes in it and follows it.

Tax 52

Tax Construction Account accountant 52

ThomsonReuters

OCTOBER 4, 2023

For example, we asked it what a good checklist for onboarding a client was, and it came up with some really good thoughts.” appeared first on Tax & Accounting Blog Posts by Thomson Reuters. We’ve already used it for some tax research, and we used it for some procedures.

accounting firms 111

accounting firms Account accountant accounted 111

CPA Practice

AUGUST 14, 2023

Founded in 2019 and backed by Y Combinator, Stackshine’s platform discovers the SaaS software used by a company, highlights available cost-cutting opportunities, and uses AI to automate employee onboarding and offboarding. This is an exciting opportunity to become a category leader in an emerging market.”

Spend Management Platform 40

Spend Management Platform Spend Management Real Estate accounting and finance 40

CPA Practice

AUGUST 10, 2023

Founded in 2019 and backed by Y Combinator, Stackshine’s platform discovers the SaaS software used by a company, highlights available cost-cutting opportunities, and uses AI to automate employee onboarding and offboarding. This is an exciting opportunity to become a category leader in an emerging market.”

Spend Management Platform 40

Spend Management Platform Spend Management Real Estate accounting and finance 40

Xero

OCTOBER 20, 2022

Vinod Shah & Co were fortunate to have Ashok Shah onboard, an IT expert and former senior partner in a top 100 accountancy practice. With onboarding a success, Ravi looked to solve a problem that had been plaguing the team for a long time. Thankfully, the adoption process was smooth. He tells us, “Xero is so user friendly.

Account 84

Account accountant accounted income tax 84

PYMNTS

SEPTEMBER 21, 2020

Based on selection and crafters, the world’s largest eCommerce website has been a success, according to Amazon’s blog. We remain focused on connecting customers with micro-businesses and helping makers around the world grow in Amazon’s store,” Katie Harnetiaux, Amazon Handmade’s global head, said in the blog post. Amazon.com Inc.’s

Retail 55

Retail Sales 55

Withum

APRIL 19, 2022

this blog is for you. For full details on Power Platform licensing, read our recent blog post “A Comprehensive Guide to Power Platform Licensing.” Build complete multi-screen user experiences for cross-functional processes such as onboarding, contract management and equipment inventory management. ” Read More.

Technology 105

Technology Expense Reimbursements Start-ups accounting and finance 105

Xero

OCTOBER 23, 2022

When Stuart onboards a new client he recommends they have quarterly catch-ups which forms the basis of a #beautiful relationship. . As part of our onboarding process that’s one of the first things we do. The post Transforming small businesses’ financial health starts with a human touch appeared first on Xero Blog.

accounting and finance 68

accounting and finance Construction Legal Finance 68

Churchill-Knight

JANUARY 27, 2022

This blog summarises the new scam and explains how it works. The candidate registers with an umbrella company and completes the onboarding process. I hope by writing this blog and sharing it with our partnered agencies – we can help keep businesses and temporary works safe from criminal activity.”.

payroll 40

payroll Tax Account accountant 40

5 Minute Bookkeeping

OCTOBER 28, 2021

Client onboarding. 3: Client onboarding workflow. Client onboarding is an important part of knowing how to work virtually with bookkeeping clients. What is the onboarding phase? Below is my client onboarding workflow at VM Wasek: If you’d like to see me walk through some examples click this link to see my related video.

bookkeeping 52

bookkeeping quickbooks accounts payable E-commerce 52