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 Firms Accounting Standards Accounting 60

The Charity CFO

APRIL 25, 2024

For nonprofit organizations, accounting comes with a lot of complexity. Instead of slow, paper-driven, backward-looking accounting, these organizations are moving quickly through digital integrations allowing them to focus on their core responsibilities. What is the actual goal in a nonprofit accounting setup?

Nonprofit 52

Nonprofit Accounting CFO Auditing 52

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 Accounting Invoicing Accounting Firms 40

PYMNTS

APRIL 30, 2020

ACH transaction data standardization will also be important for reconciliation and reporting, said Thorness. In addition to its new cash application capabilities, accounts receivable technology provider Invoiced recently announced a virtual lockbox solution aimed to address the friction of paper checks.

Invoicing 73

Invoicing Reconciliations Currencies B2B 73

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 Accounting Firms Compliance 52

PYMNTS

OCTOBER 1, 2020

The benefits of automating this process include reduced overhead, a streamlined payment reconciliation process and a shortened payment cycle for the payee. There is also growing demand for better accounts receivable (AR) management, he added. billion and growing, due to shifts to the cloud and away from paper and manual processes.

B2B 56

B2B Invoicing Practice Management Reconciliations 56

PYMNTS

AUGUST 7, 2018

The company is collaborating with small business accounting firm Xero to integrate its B2B payments capabilities into the platform. In a statement, Xero Australia Financial Industry Director Ian Boyd said the service will enhance B2B payments services for smaller firms. Xero and GoCardless already collaborate in the U.K.,

B2C 40

B2C Invoicing B2B Reconciliations 40

Future CFO

MAY 5, 2025

Iris Goh , director, talent at Forvis Mazars Singapore , observes that accounting and finance professionals are evolving beyond traditional functions to deliver deeper insights, strategic perspectives, and data-driven analysis that support business decision-making. The finance function is no longer just about crunching numbers.

Finance 52

Finance Reconciliations Compliance Communication 52

PYMNTS

OCTOBER 23, 2019

Small business cloud accounting firm Xero is strengthening its partnership with U.K.-based The firms announced their expanded collaboration via press release Tuesday (Oct. Those authorized collections are then integrated into the Xero platform for streamlined accounting and reconciliation. joint customers.

Reconciliations 40

Reconciliations B2B Invoicing Accounting Firms 40

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

BlueLight

JULY 16, 2020

In these conversations, I observed each finance leader had a different perspective and approach with their financial accounting partner. I caught up with Sandeep Shroff, Co-Founder and CEO of myStartUpCFO , an accounting firm that provides on-demand full-stack CFO services for startups. Software is key to our operation.

Startups 52

Startups CFO Reconciliations General Ledger 52

Finvisage

DECEMBER 31, 2019

The cafe chain is fighting for survival after revealing on Wednesday it had uncovered “significant, and potentially fraudulent, accounting irregularities” Mr Marsh had been suspended when these problems were discovered. Toshiba is recovering from accounting scandals that eventually led to the bankruptcy of U.S.

Reconciliations 52

Reconciliations Accounting Financial Analysis Financial Data 52

The Finance Weekly

APRIL 5, 2022

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. For finance teams this is more true than ever, and the recent market volatility has exasperated this issue.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 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. Affects how much can be saved to pre- and after-tax accounts ! Property and casualty insurance? Credit card rewards ?

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 109

Marketing Banking Treasury Profit and Loss 109