PYMNTS

AUGUST 27, 2019

The Certified Personal Accountant (CPA) today now has a plethora of FinTech solutions they can use to manage their clients’ money, with the number of digital tools — including cloud accounting portals, cash flow forecasting solutions and intelligent technologies like artificial intelligence (AI) — continuing to rise.

Cash Flow Forecasting 60

Cash Flow Forecasting Accounting Standards Accounting Firms Reconciliations 60

PYMNTS

JUNE 1, 2020

The teams of EY will tap into the software technology of GTKonnect, which covers a number of areas with the inclusion of free trade agreements, import/export compliance, country of origin, master data management, foreign trade zones and tariff classification as well as reconciliation.

Reconciliations 52

Reconciliations Data Analysis Compliance Accounting Firms 52

The Finance Weekly

APRIL 5, 2022

However, for a number of reasons, IT and FP&A collaboration is not up to par with collaboration between other departments. FP&A departments are spending too much time performing manual tasks, such as preparing budgets and account reconciliations, and not enough time analyzing the data.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

PYMNTS

MAY 1, 2020

Existing digital currency offerings require many manual steps to manage crypto wallets and exchange accounts, enter long identification numbers and manually manage transaction data via spreadsheets.

Currencies 68

Currencies Accounting B2B Reconciliations 68

The Charity CFO

APRIL 25, 2024

Instead of slow, paper-driven, backward-looking accounting, these organizations are moving quickly through digital integrations allowing them to focus on their core responsibilities. About The Charity CFO The Charity CFO is an accounting firm specializing in serving nonprofits through outsourced accounting and fractional CFO services.

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

CFO News Room

NOVEMBER 30, 2022

In 2021, Jarvis left the more traditional world of large national public accounting firms to co-found Retirement Tax Services to create a new model for how tax preparers and financial advisors work together. Instead of an exact number, provide a range. A prime example of this is backdoor Roth contributions. Source link.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

OCTOBER 3, 2023

If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? You know, my, my number one priority was to operating the firm on a day-to-day basis. It’s 01:00:58 [Speaker Changed] A giant number.

Marketing 108

Marketing Treasury Banking Profit and Loss 108