PYMNTS

MARCH 30, 2020

One of the earliest forms of ‘FinTech’ is a budgeting spreadsheet,” Plaid said in a blog post. For years, people have relied on Microsoft Excel to budget and track expenses for their personal finances or businesses, typically copying data over from multiple sources.

Budgeting 82

Budgeting Startups Accounting Finance 82

Jedox Finance

MARCH 16, 2022

When choosing the right budgeting method for your business, the management style and corporate structure of an organization have a significant influence on the design and implementation of corporate budgeting processes. What is Corporate Budgeting? Corporate Budgeting in need of Agility and Flexibility.

Budgeting 52

Budgeting Benchmarking Planning Financial Data 52

VCFO

NOVEMBER 1, 2023

Alternatively, if expenses are running over budget, are there line items that can be cut or deferred to pull overall expenses back in line with budget? The range of qualifying activities is broader than most would assume and includes things like working with an outside developer to automate many processes.

Finance 91

Finance Strategic Planning Auditing CFO 91

Jedox Finance

APRIL 9, 2020

In this blog post, we’ll look at the importance of agility in FP&A in being able to better manage uncertainties, even during uncertain times and build resilience for the future. Proper planning is essential to achieve this, and regularly updated data is imperative in this process. Ideally, you have live, real-time data.

Analyzing Data 84

Analyzing Data Budgeting Economics Planning 84

PYMNTS

SEPTEMBER 23, 2020

United Airlines has launched an interactive map feature, Map Search , to let users access flight times, prices and other data, according to a company blog post. It lets users compare and shop for flights based on city, budget and location.

Planning 108

Planning Budgeting Leverage Technology 108

Jedox Finance

JUNE 26, 2019

Anders Liu-Lindberg, as a guest to the Jedox blog. Over the next few weeks, we’ll be sharing a blog series by Mr. Liu-Lindberg that focuses on how FP&A is changing in a rapidly evolving global marketplace and how you can help elevate the value your finance department provides across your organization. FP&A needs a new mindset.

Financial Planning and Analysis (FP&A) 120

Financial Planning and Analysis (FP&A) CFO Leadership Finance 120

Bramasol

SEPTEMBER 10, 2023

This new blog post in our ongoing series about the Digital Solutions Economy™ (DSE) looks at how new developments in Artificial Intelligence (AI) are impacting the ways that companies deploy and manage subscription-based, usage-based, entitlements, ratable, bundled, and other DSE offerings.

SAP 89

SAP B2C B2B Microsoft Office 89

CFO Talks

NOVEMBER 21, 2022

But I was blogging about my journey along the way and so ever since 2012 I’ve been writing, talking, discussing about what should be different in finance and FP&A, and it’s grown significantly since then. I guess I can first pack it and then I can unpack it because it’s all packed together in the process that we know so well, the budget.

Financial Planning and Analysis (FP&A) 52

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

Bramasol

FEBRUARY 29, 2024

Last year's post " Overview of GROW and RISE with SAP " was one of the most popular and widely shared episodes in this blog series and so it is now time to take another visit to these topics. In this new post, we explore both the progress SAP has made with RISE and GROW evolution and a look at the exciting opportunities going forward.

SAP 59

SAP IFRS Compliance Leverage 59

PYMNTS

JULY 12, 2020

Uber Freight , which has seen an influx of more activity since the pandemic set in, has announced new features that will aid small businesses, the company said in a blog post. Instead, they’ve had to rely on outdated and more time-consuming processes. And, hundreds more businesses have continued to onboard every week.

Invoicing 67

Invoicing Budgeting Numbers Technology 67

Adam Kae

JULY 17, 2023

In this blog post, we will explore key financial strategies that can help you effectively scale your agency and drive long-term success. From budgeting and forecasting to optimizing revenue streams, we'll cover essential considerations to empower your agency's growth journey.

CFO 52

CFO Marketing Cash Flow Forecasting Budgeting 52

CFO News Room

DECEMBER 24, 2022

Launch Your Own Blog. 1. Launch Your Own Blog. You’re probably already familiar with this process from the many commercials on TV. Naturally, this is a process that will work better with a second home than with your primary residence – unless you’re a frequent traveler yourself. Earning Potential. Skills Needed.

Investments 130

Investments Communication Marketing Advertising 130

The Charity CFO

MAY 31, 2022

You can see how much revenue comes into an organization and how they spend that money by looking at the Statement of Activities (also called the Income Statement) or an updated Budget report (also referred to as the Budget vs. Actual report). Resources may include white papers, articles or blogs, and even online courses. .

Nonprofit 98

Nonprofit Finance Auditing Accounts Payable 98

Jedox Finance

MAY 7, 2021

In this blog post, we’ll look at how to maximize value and insights from Microsoft Power BI to ensure a clear path forward for your organization with data-driven decisions. Even the most sophisticated Business Intelligence tools were not designed for planning, budgeting, and forecasting.

Business Analytics 69

Business Analytics Budgeting Forecasting Planning 69

CFO Simplified

FEBRUARY 13, 2022

A great CFO will save you more than it costs to hire them in operational insights and strategic initiatives that drive greater profitability and better, more efficient processes. Read our blog about the top 5 cash flow tips for entrepreneurs for more information. . Processes and controls are integral to preventing fraud.

CFO 52

CFO Strategic Planning Communication Forecasting 52

Focus CFO

NOVEMBER 23, 2021

Many companies received, or are in the process, of receiving forgiveness on such funds. How does your 2022 budget consider: Potential staffing shortages and rising labor inputs. Read Previous Blog. Here are four things to consider, some common observations and challenges we’re seeing with companies: 1. PPP, PRF or ERTC)?

Compliance 80

Compliance Healthcare Budgeting Securities 80

Jedox Finance

JULY 30, 2019

There has been a lot of talk about changing FP&A processes yet little real action in this area. How many do zero-based budgeting or pure beyond budgeting? Most are stuck doing the traditional one-year budget and five-year plan. What’s meant by process creation? What’s meant by process creation?

Financial Planning and Analysis (FP&A) 52

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

Jedox Finance

SEPTEMBER 11, 2019

However, there are many available technology tools that can simplify planning tasks and make planning and budgeting easier and far more accurate for finance professionals. Many of the algorithms used for budgeting, planning, and forecasting are already in use and were proven decades ago. It is a learning process and an ongoing tool.

Forecasting 59

Forecasting Budgeting Planning Technology 59

Nerd's Eye View

OCTOBER 4, 2022

What's unique about Ramit, though, is how he literally wrote the book (and subsequently launched an online educational platform and brand) on how consumers can not just learn more about their finances but change their financial behaviors, without focusing on a budget or setting retirement savings goals, and instead helping them focus their money more (..)

Education 81

Education Concentration Prioritization Finance 81

Future CFO

JULY 30, 2020

Instead of controlling and updating budgets, the identification of value and cost drivers and the stronger intertwinement of financial planning and operational planning are required for long term success. The preparation of annual budgets is very time-consuming. The planning process is often unstructured and therefore prone to errors.

Technology 40

Technology Planning Budgeting Forecasting 40

PYMNTS

OCTOBER 6, 2016

The new service is intended to give artisans an edge by giving them clear access to digital marketing services — without having to necessarily allocate a major digital marketing budget and staff commitment that usually goes along with ramping up services. Ease of use is crucial.

Leverage 74

Leverage Advertising Budgeting Investments 74

PYMNTS

NOVEMBER 10, 2020

presidents and instrumental in establishing the government’s Office of Management and Budget (OMB) is quoted as saying, “An entrepreneur tends to bite off a little more than he can chew hoping he’ll quickly learn how to chew it.”. Chamber of Commerce in a recent blog. The late Roy Ash , financial advisor to U.S.

Planning 90

Planning Startups Budgeting B2B 90

The Charity CFO

FEBRUARY 4, 2022

Nonprofit bookkeeping is the process of entering, classifying, and organizing financial data for the purpose of creating accurate financial records for your organization. Bookkeepers lay the foundation for the accounting processes that will follow. Even if your nonprofit isn’t selling anything, you’ll still need to process invoices. .

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 130

Education Planning Investments Profit and Loss 130

Jedox Finance

JULY 1, 2020

In this blog post, we’ll look at the definition of OLAP as well as an overview of the technology. We explain what lies behind OLAP, what cubes have to do with it and what makes the technology so powerful for modern planning, budgeting, and forecasting. Background and Overview.

Technology 92

Technology Sales Budgeting Forecasting 92

Planful

MAY 11, 2017

Let’s start with the continuous planning process definition. The answer, per Mr. Kugel and other experts in the industry, is “static budgets.” Kugel and other experts in the industry, is “static budgets.” In today’s volatile global economy, managing based on static, annual budgets no longer works.

Planning 40

Planning Budgeting Forecasting Transportation 40

Jedox Finance

MARCH 11, 2021

In this blog post, we’ll look at data silos, how they emerge and the problems they can cause within an organization. This takes an enormous amount of time, usually requires several correction loops, and is an error-prone process with an accuracy rate that’s lower than you’d like.

Microsoft Office 80

Microsoft Office Planning Budgeting Sales 80

Michigan CFO

NOVEMBER 15, 2021

Like a regular CFO, a virtual CFO provides consulting on strategy, investigates measures to increase net returns, and helps with forecasting, cash planning and improves systems & processes. Check out these blogs: CFO for Manufacturing Companies. Virtual CFOs work with a handful of clients from a variety of industries. Independence.

CFO 52

CFO Budgeting Forecasting Manufacturing 52

Planful

JULY 27, 2017

These and other questions were the focus of a recent blog by Planful. Based on our work with over 800 customers on Finance process transformation, we shared Finance best practices and even held a discussion with two of those customers. Achieving Finance business transformation requires changes in people, processes, and the technology.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Budgeting Forecasting 40

Michigan CFO

NOVEMBER 1, 2021

But come funding time, many SaaS companies find in organizing their finances that their budgeting system is a mess. A CFO will keep track of spending patterns, finding redundant expenditures eating into your bottom line such as unused software licenses or costly processes. Budget Forecasting With SaaS CFO Metrics.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

Jedox Finance

JULY 23, 2020

This week we are pleased to welcome our Diamond Partner, smartPM.solutions , as a guest to the Jedox blog. Numerous project applications, approvals, budget and resource allocations, and the monitoring of the success of projects and portfolios regularly push program managers to their limits. The solution lies in fully integrated data.

Prioritization 52

Prioritization Budgeting Communication Planning 52

Planful

JULY 27, 2016

Reducing Reliance on Spreadsheets for Budgeting, Planning, and Reporting. The key challenges in using spreadsheets and email for budgeting and planning: Too much manual work – the process takes too long. Lack of security sending budgeting spreadsheets via email. Time-consuming and costly audit process.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Value-Added Analysis Budgeting 40

Michigan CFO

JUNE 14, 2022

They are responsible for budgeting resources and making financial decisions according to the approved budget and funds available. They oversee budgeting and expenses to ensure proper resource management of state funds. To learn more about CFOs for small businesses, check out the blogs below. Benefits of A Virtual CFO.

General Ledger 40

General Ledger CFO Budgeting Accounts Payable 40

PYMNTS

MAY 11, 2018

The app allows them to receive instant spending notifications, add receipts to purchases, manage their budget and more. Blomfield said at the time: “This process will take several months, and we’re still working out some of the details.”. There are no setup or usage fees, as well as zero charges for spending abroad.

Budgeting 46

Budgeting Banking Startups Accounting 46

CFO News Room

DECEMBER 23, 2022

We also have a number of articles on spending and budgeting: Why advisors might want to consider using a client service calendar to organize the wide range of services they provide for clients throughout the year. The advisor can then explain their onboarding process and meeting cadence, finally establishing the next step for the client (i.e.,

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

PYMNTS

AUGUST 6, 2018

In a blog post , the bank said that it won’t be offering a minimalist version of its accounts, but will be offering the same accounts that people over the age of 18 can open with Monzo. So in those cases, we trust that retailers’ own processes for checking people’s ages will do the trick, just as they would if you were paying in cash.”

Accounting 40

Accounting Banking Budgeting Retail 40

CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Pundits continue to expect “SECURE 2.0” Bethany Cissell | ThinkAdvisor). Combined with the 8.7%

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130