CFO Simplified

OCTOBER 10, 2023

Cash moves nearly instantaneously from one account to another. How the bank can handle and manage the money that moves through your accounts. If you have a cash flow forecast, make sure that all your cash needs are shown on it, and that you have projected out your needs for more than the typical 13-week forecast.

Banking 52

Banking Cash Flow Forecasting Forecasting Treasury 52

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

OCTOBER 1, 2019

Accounts receivable automation firm Invoiced is adding new features to its solution, including support for recurring payments and enhanced cash flow forecasting for CFOs. In an announcement issued today (Oct.1),

Invoicing 43

Invoicing Cash Flow Forecasting Forecasting Compliance 43

Future CFO

DECEMBER 26, 2019

The accounting profession is going through some major changes. Small businesses now have so much choice when it comes to selecting an accounting practice, that ordinary services like compliance, tax preparation and basic bookkeeping have become commoditised. The rise of the virtual CFO The virtual CFO is a fairly new concept.

CFO 40

CFO Compliance Cash Flow Forecasting Benchmarking 40

PYMNTS

FEBRUARY 28, 2020

Yet, the burden of financial management, from tedious data entry to compliance challenges, is a nonnegotiable part of starting a small business (SMB). This leads to the second challenge: “No business owner has ever said, ‘I can’t wait to buy more accounting software,'” said Daher.

Cash Flow Forecasting 61

Cash Flow Forecasting Accounts Payable B2B Budgeting 61

PYMNTS

JUNE 13, 2019

He noted, too, that “if I am in a company that is processing checks, it is unlikely that I also have a faster payment regulatory compliance attorney. There are also providers that offer techniques to help with cash-flow forecasting for treasury departments. Why B2B Lags.

B2C 66

B2C Cash Flow Forecasting B2B Accounts Payable 66

Strategic Treasurer

JANUARY 3, 2022

As well as, you know, cash flow forecasting tools that are specialized really in the space or even I think, you know, data lakes, in house DI solutions will be big topics in 2022 as well. Probably within that same category, account validation services, I think will be a big topic in 2022. Craig Jeffery 4:50 .

Treasury 52

Treasury Cash Flow Forecasting Forecasting Banking 52

The Charity CFO

APRIL 28, 2023

Is there an advantage to working with accounting firms specializing in nonprofits? However, running a nonprofit comes with unique challenges that require specialized expertise, particularly in financial management and accounting. Grant Accounting Many nonprofit organizations rely on grants to fund their programs and services.

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52

The Finance Weekly

JULY 19, 2022

FP&A teams are responsible for a variety of activities, including periodic financial close and consolidations, strategic and annual planning, monthly forecasting, cash flow forecasting, financial reporting, financial modeling, and what-if scenario planning and analysis. Why do you need FP&A?

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Budgeting Forecasting Finance 96