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.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MARCH 16, 2018

Further, industry trends have led the traditional accountant model to become “obsolete,” reports said, meaning accountants have to embrace the more strategic role of advisor. “By However, in order for accountants to remain relevant in an intensely competitive market, a new paradigm and mindset is needed.”.

Accounting 53

Accounting Accounts Payable Reconciliations Leadership 53

PYMNTS

MAY 11, 2018

According to data released on Thursday (May 10) by small business accounting firm Xero , the company has reduced its losses for Fiscal Year (FY) 2018 compared with last year. During this FY, Xero noted that revenues from its core accounting product increased 37 percent, while revenues from other platform offerings nearly doubled.

Reconciliations 40

Reconciliations Invoicing Accounting Firms Accounting 40

CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

PYMNTS

NOVEMBER 14, 2019

Payment service provider CreDec is integrating real-time payments capabilities that will allow small and medium-sized businesses (SMBs) and their accountants to bypass bank portals and initiate payments from directly within their accounting platforms. The company said in a press release Thursday (Nov. 14) that the U.K.

Reconciliations 40

Reconciliations Invoicing Accounting Accounting Firms 40

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

Barry Ritholtz

OCTOBER 3, 2023

There’s ways around that during reconciliation for budget bills and things like that. We started on that plan in December of 16. I think by the time we got into inauguration in January, it was clear that border Adjustment was not going to be the overall plan. Partnerships, law firms, accounting firms go down the list.

Marketing 109

Marketing Treasury Banking Profit and Loss 109