The Finance Weekly

APRIL 5, 2022

As automation has shown, everyone is better off when manual tasks are left to machines and more time is used for analyzing and planning. 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. Productive finance teams.

Financial Planning and Analysis (FP&A) 52

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

The Charity CFO

APRIL 2, 2024

It’s important to do your due diligence when looking for an accounting partner. Nonprofit accounting has several major differences from for-profit accounting. An accounting firm that specializes in nonprofit accounting knows the legal and tax limitations of a nonprofit organization.

Nonprofit 52

Nonprofit Accounting Accounting Firms CFO 52

Future CFO

JANUARY 22, 2024

Two audit firm solutions of Wolters Kluwer have been pre-approved by the Infocomm Media Development Authority (IMDA), a statutory board of the Singapore government, said Wolters Kluwer Tax & Accounting (TAA) Asia Pacific (APAC) recently.

Auditing 52

Auditing Practice Management Accounting Firms Accounting 52

PYMNTS

JULY 6, 2020

billion in stock, and Amazon is planning to expand its Amazon Go grocery stores in several cities. Uber Technologies agreed on Monday (July 6) to purchase delivery firm Postmates Inc. Amazon Plans to Expand Grocery Stores Across the US. In today’s top news, Uber has agreed to buy Postmates for $2.6 in an all-stock deal worth $2.65

Planning 52

Planning Auditing eCommerce Accounting Firms 52

Future CFO

FEBRUARY 23, 2023

Almost 70% of accounting firms expect their rate of technology adoption to increase over the next two years, while more than 80% of internal audit teams are already employing cloud technology. While nearly 80% of accounting firms use client collaboration tools, almost 52% said their client engagement process is only somewhat efficient.

Auditing 52

Auditing Accounting Accounting Firms Practice Management 52

The Charity CFO

MARCH 28, 2024

Focus on Budgeting and Financial Planning Like standardized financial policies, budgeting is an important aspect of your nonprofit accounting system. Your budget helps you plan out expenses and revenue in advance so you have a better idea of the financial health of your organization.

Nonprofit 52

Nonprofit Accounting Budgeting Compliance 52

Jedox Finance

APRIL 16, 2020

Dean Boyer as a guest to the Jedox Blog for our series on “Managing Uncertainty” Mr. Boyer is a Director of Technology Services at Marks Paneth LLP, a premier accounting firm based in the United States. Businesses need to be proactive and begin to plan for how to address the impact on their business and their recovery.

Economics 125

Economics Forecasting Budgeting CFO 125

Future CFO

OCTOBER 31, 2023

A number of finance leaders in the Southeast Asian region were revealed to have been pursuing a bold transformation agenda in a bid to bring change to the function for the future, according to a study by accounting firm EY.

Finance 52

Finance Accounting Firms Numbers Technology 52

CFO Talks

SEPTEMBER 7, 2023

Finding enlightenment in Indian While attending last year’s International Federation of Accountants conference in India, Nicolaas van Wyk, CIBA’s CEO, came across an enlightening idea. “There were about 30 to 40 000 accountants, mostly from India.

Economics 98

Economics CFO Practice Management Accounting Firms 98

PYMNTS

JULY 6, 2020

The Big Four accounting firms will have to put their United Kingdom auditing and consulting practices in separate business units by 2024, but may keep them within the same parent companies, under regulations announced today by the Financial Reporting Council. The measures by the U.K.’s

Auditing 66

Auditing Accounting Firms Financial Reporting Accounting 66

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why accounting firms have become hot acquisition targets for RIAs. for 2023, the largest COLA since 1981.

Tax Planning 80

Tax Planning Practice Management Accounting Firms Securities 80

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

The Charity CFO

APRIL 26, 2024

Bookkeeping and standard accounting services are major parts of nonprofit accounting, but what if you want an accountant who can be your go-to for financial advice? Asking about additional services lets you see what an accounting firm has to offer. Your mission is the main reason for your nonprofit.

Nonprofit 52

Nonprofit Accounting Profit and Loss CFO 52

PYMNTS

DECEMBER 10, 2019

based FinTech specializing in facilitating payments for small business accountancy firms, is partnering with BIN (bank account identification number) sponsor Moorwand to further streamline the payments experience for accountants and bookkeepers. Telleroo , a U.K.-based In a press release issued Tuesday (Dec.

Accounting 52

Accounting B2B Accounts Payable Accounting Firms 52

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

PYMNTS

JANUARY 31, 2021

The platform helps [small- to medium-sized businesses (SMBs)] gather and scan invoices and receipts, eliminate manual data entry using machine learning technology, approve and execute payments, set up automated workflows, and sync to accounting systems like QuickBooks Online, Sage Intacct, Xero, and others in real time.

Accounts Payable 85

Accounts Payable B2B Invoicing Accounting Firms 85

PYMNTS

MARCH 1, 2020

s audit regulator, announced plans this week to break up the dominance of the largest four accounting firms, Deloitte, EY, KPMG and PwC , according to the Financial Times. The regulator issued letters to those firms, known as the Big Four, Thursday. The Financial Reporting Council (FRC), the U.K.’s

Accounting 92

Accounting Auditing Financial Reporting Accounting Firms 92

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

CFO Simplified

MARCH 7, 2024

accounting firms, SEC registered businesses, insurance companies, and publicly traded corporations). Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

PYMNTS

DECEMBER 7, 2020

Digital B2B payments innovations as diverse as machine learning (ML) automation, cloud-based enterprise resource planning (ERP) systems and virtual cards are gaining unprecedented traction as businesses move to build sustainable B2B payments operations outside of th e office. Forty-five percent of all employed persons in the U.S.

B2B 107

B2B Accounts Payable Accounting Accounting Firms 107

BlueLight

MAY 1, 2020

This function is called financial planning and analysis (FP&A). The CFO is focused on company-level strategic planning and building a relationship with investors. The CEO outsources accounting to a third-party accounting firm and may conduct simple FP&A. The CFO takes on the responsibility of FP&A.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

CFO Talks

SEPTEMBER 28, 2022

It is quite a full day, but I think it’s all about planning and also having good structures and teams around you. I had a plan and a goal and that was to be a financial director at some point and that’s what I worked towards. Just stick to the dream, stick to the plan, stick to the goal and work hard.

CFO 52

CFO Budgeting Finance Accounting 52

PYMNTS

SEPTEMBER 24, 2020

The service can be used by businesses like enterprise accounting firms to reduce cost, the release stated. Financial services companies, such as accounting software or personal finance management providers, can use the SKU-level data to personalize their services.

Invoicing 72

Invoicing Accounting Firms Leverage Accounting 72

PYMNTS

JANUARY 13, 2021

Customers were to be able to access MediusGo through a broad network of partners such as enterprise resource planning (ERP) integrators, business process outsourcing companies, accounting firms and scanner makers.

Invoicing 67

Invoicing Accounts Payable Compliance Accounting Firms 67

CFO News Room

DECEMBER 17, 2022

Chinese fighter jets’ South American hopes grounded as Argentina pulls purchase plan South China Morning Post. Accounting firm that issued proof of reserves report for Binance halts service to all crypto clients Fox. Democrats Plan To Return Over $1 Million From FTX Founder Sam Bankman-Fried The Verge. The Bezzle.

Economics 130

Economics Financial Systems Accounting Firms Planning 130

The Charity CFO

APRIL 22, 2024

On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs. We’re happy to provide nonprofit accounting services to help take some of that stress off of your team. Our team knows the stress nonprofit employees have to face.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

PYMNTS

SEPTEMBER 27, 2020

B2B FinTech investments have been going strong in 2020 thus far, with eCommerce-as-a-Service firm Mirakl securing a $300 million investment, payments firm Zoop securing a $10.85 million round and mobile-first financial service firm Finom getting $12 million in an investment round.

Practice Management 64

Practice Management B2B Invoicing Accounting Firms 64

CFO Simplified

AUGUST 7, 2023

In another case, I called a very large bank that was not on the early adopter list, and their response to me was “we plan to support FedNow next year, but we have had little demand from our commercial clients for instant payments.” I’ve talked to business owners, accounting firms and a few financial consultants.

CFO 52

CFO Banking Accounting Accounting Firms 52

The Charity CFO

MARCH 29, 2024

Prioritize areas for correction: Make a list of the areas or categories of your budget to actual report that is the most impactful for your organization and plan to focus on fixing those areas first. Our dedicated team of nonprofit accountants can help you review your budget to actual reporting.

Nonprofit 52

Nonprofit Budgeting CFO Prioritization 52

PYMNTS

DECEMBER 7, 2020

Revolut Business customers using paid plans will receive monthly allowances for free U.K. ImagineTime, Mango Billing Partner On Digital Accounting. GUUD has significant operations across Asia, and GUUD executives have publicly announced plans to expand in the region. The product will feature a 1.3 percent fee for U.K.

B2B 63

B2B Finance Practice Management Invoicing 63

PYMNTS

JANUARY 2, 2020

The largest accounting firms – EY, Deloitte, KPMG and PwC – are investing billions of dollars in artificial intelligence (AI) and data technology products to change the industry in new ways, according to a report by Bloomberg Tax. They need to be on top of technology and train staff to use it.”.

Data Analysis 71

Data Analysis Accounting Standards Auditing Invoicing 71

PYMNTS

OCTOBER 9, 2018

In a new survey published by small business accounting firm ZipBooks on Tuesday (October 9), nearly 90 percent of small business owners said tax regulations have had no impact at all on their hiring plans. “We asked, ‘What effect on your hiring plans has the Tax Cuts and Jobs Act had?'”

Accounting Firms 56

Accounting Firms Planning Accounting Marketing 56

Michigan CFO

NOVEMBER 26, 2021

This doesn’t mean that your CFO handles accounting and tax preparation personally, but they do manage relationships with the people responsible for those things. They will handle budget planning and forecasting, develop strategies for growth, and ensure accurate financial records are maintained. Learn more about our in-person CFOs.

CFO 52

CFO Budgeting Math Finance 52

The Charity CFO

APRIL 19, 2022

Other times they may be a result of unexpected events or poor planning. It’s an excellent idea for nonprofits to have access to a “Plan B” when liquidity problems pop up. The issue arises when you constantly need to dip into your short-term funding, and you have no immediate ability or plan to pay it back. .

Nonprofit 98

Nonprofit Auditing Compliance Accounting 98

BlueLight

JULY 30, 2020

System for a high functioning finance office Integrating disparate finance tools Getting full visibility to subscription revenue Financial planning of the CFO suite How do you view the responsibility of the CFO suite? Post Series B, it becomes a full-time job to support strategic planning. Accounting ?—?Nearly Recruiting ?—?Startups

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning Startups 52

CFO News Room

NOVEMBER 15, 2022

Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Accounting Compliance Math 130

PYMNTS

JANUARY 9, 2019

Professional services and accounting firm Ernst & Young (EY) and supply chain management firm Kinaxis are joining forces to modernize their joint customers’ supply chains, the companies said in a press release on Tuesday (Jan.

Accounting Firms 43

Accounting Firms Planning Technology Accounting 43