Bramasol

JULY 31, 2023

A previous episode in this blog series gave an overview of How the Digital Solutions Economy (DSE) is Impacting the Medical Device Industry. Putting All the Pieces Together Because these leasing and bundling scenarios are multi-faceted offerings, they don't fit easily into conventional standalone software approaches.

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Accounting SAP GAAP IFRS 77

PYMNTS

DECEMBER 7, 2020

7) blog post that its new Payment Links service will “enable supply chain merchants to simplify and accelerate payment acceptance from corporate buyers.”. Established trading partners” benefit from an even more streamlined compliance process, with Adflex “authorised to securely store Cards on File (CoF).”.

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B2C Reconciliations B2B Invoicing 65

CFO Share

NOVEMBER 18, 2023

Rather than discovering these mistakes through frustrating setbacks, use this blog to identify your pitfalls and how to steer clear of them, helping you maintain a robust growth trajectory. Lacking timely financial data, managers act on instinct rather than data, leading to costly mistakes and an undisciplined team culture.

Accounting 52

Accounting Profit and Loss Financial Data Compliance 52

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. The CFO needs more, too.

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

Michigan CFO

SEPTEMBER 29, 2021

What once was known as a role for managing a company’s finance and accounting has changed into a role that concerns far greater responsibilities with new expectations. Check out these blogs: The Best Time to Make a Profit is ALWAYS Customer Analysis – Staying in Touch With Change Three Measurements of a Company’s Financial Health.

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Manufacturing CFO Compliance Forecasting 52

E78 Partners

APRIL 10, 2023

In today’s rapidly evolving dental industry, practice owners and Dental Service Organizations (DSOs) face numerous challenges in managing patient care, ensuring compliance, and maintaining profitability. In addition, DSOs can efficiently manage and organize the vast amounts of data generated across multiple locations.

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Practice Management Compliance Problem Solving Securities 52

The Charity CFO

FEBRUARY 4, 2022

Because nonprofit bookkeepers must manage restrictions, grants, and expenses in significantly more detailed ways than a for-profit bookkeeper. . Manage payroll . Managing payroll is a complicated and time-consuming task. A bookkeeper records and organizes financial data; an accountant interprets and presents that data. .

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Nonprofit Invoicing General Ledger GAAP 98

PYMNTS

JANUARY 22, 2021

Young B2B FinTechs secured some of their first investments in areas that include small business accounting, alternative lending and financial management. But the leader of the pack goes to one corporate travel and expense management startup that impressed investors despite a business trip slump. Bookkeeper360. CreditEnable.

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B2B Securities Startups Investments 81

Michigan CFO

NOVEMBER 26, 2021

Generally operating in a part-time capacity, a fractional or outsourced CFO helps organizations manage and optimize their finances. Streamline tax and compliance efforts. Integrate new accounting technology into existing systems. Check out these blogs: Customer Analysis – Staying in Touch with Change.

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CFO Leadership Auditing Compliance 52

PYMNTS

NOVEMBER 5, 2019

Based in San Francisco, Scout RFP is designed to aid organizations with their procurement processes, from intake through supplier management. “As “Scout RFP is an industry leader that is loved by procurement teams who are undergoing a significant shift to better optimize spend,” said Workday CEO and Co-founder Aneel Bhusri.

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Compliance Investments Planning Marketing 40

PYMNTS

APRIL 19, 2019

The B2B FinTech space saw its fair share of venture capital, too, with investors targeting spend management, alternative small business lending, workforce management and enterprise crypto services — plus, some news of a few more investment rounds likely on the horizon. Chainalysis.

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B2B Investments Accounts Payable Benchmarking 69

The Charity CFO

DECEMBER 21, 2021

For simplicity’s sake, we’re going to focus on 501(c)(3) charitable organizations in this article, because it is the most common type and deals with a range of tax compliance issues. . It’s a tool for the IRS to ensure compliance and collect financial information about tax-exempt organizations. Do nonprofits pay income tax?

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Nonprofit CFO Sales Compliance 85

PYMNTS

FEBRUARY 14, 2018

2017 was the year of experimentation as enterprises realized both the benefits and challenges of blockchain,” said IDC Customer Insights and Analysis Research Manager Stacey Soohoo in a statement, according to Cryptovest reports this week. percent from 2016 to 2021. We call ourselves the ‘blockchain crew,’” he told the publication. “I

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Compliance Investments Risk Management Manufacturing 44

PYMNTS

JUNE 19, 2019

Increasingly, he added, spend compliance and control are driving organizations’ procurement digitization efforts. “In the tail-spend environment, for larger enterprises, people buy items in a decentralized manner, and it is not being captured by a procurement system,” said Gauba. Expanding The Scope Of Data.

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Compliance B2B Reconciliations Budgeting 46

Michigan CFO

JUNE 14, 2022

They both manage the accounting operations of public and private organizations, respectively. By keeping accurate records of financial transactions with a general ledger, comptrollers and controllers can monitor cash flow and manage finances effectively. financial system by enhancing transparency and accountability.

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General Ledger CFO Budgeting Accounts Payable 40

Bramasol

FEBRUARY 9, 2024

As this blog series continues to explore optimizing quote-to-cash (QTC) to compliance for different industries, in this episode we dive into the special challenges faced by companies in the telecom sector and address how solutions in the SAP portfolio help overcome them.

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SAP Compliance Invoicing Leverage 93

PYMNTS

JUNE 26, 2019

Despite the compliance deadline being set back in 2015, many banks that offer application programming interfaces (APIs) to third-party providers and FinTech firms are still unprepared for SCA. Merchant partners are also getting up to speed. In the U.S.,

Banking 43

Banking Compliance Sales Planning 43

The CFO College

APRIL 8, 2021

You can write blogs, be a podcast guest, teach online webinars to a targeted business owner audience, speak at live events, submit articles to industry publications, put on your own events, or produce your own podcast. Participant: The final part of the “VIP” system is participating in your niche or community.

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CFO Benchmarking Tax Planning Accounting 52

Bramasol

JANUARY 18, 2024

Previously in this blog series, we have discussed the impacts of the Digital Solutions Economy™ (DSE) on the software and SaaS sector. This new post provides a deeper dive into the key issues involved with optimizing end-to-end Order-to-Cash (OTC) and revenue recognition compliance for SaaS offerings.

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Compliance SAP General Ledger B2C 76

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.

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SAP IFRS Compliance Leverage 59

Bramasol

MAY 8, 2023

In this blog post, we are taking a closer look at two important initiatives from SAP with a focus on what they are and how they can help companies optimize their ERP systems and accelerate their business growth. RISE with SAP and SAP GROW are two distinct offerings that serve different purposes as outlined below.

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SAP Compliance Construction Auditing 92

CFO News Room

NOVEMBER 7, 2022

Hearsay Systems rolls out a new small-to-mid-sized RIA platform for social media compliance and website design. Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

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Compliance Communication Planning Concentration 130

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. We move that over to the managed account and it works great. My guest on today’s podcast is Stacey Hyde. Author: Michael Kitces.

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Planning Accounting Compliance Math 130

Bramasol

AUGUST 11, 2023

Previous posts in this blog series on the Digital Solutions Economy (DSE) have explored a wide range of issues and solutions as well as deeper dives into DSE implementation in specific industries. Non-compliance can result in hefty fines and legal penalties.

Securities 81

Securities SAP Compliance B2C 81

Jedox Finance

NOVEMBER 23, 2021

The last blog post from our guest authors at smartPM.solutions was about S&OP maturity and the classification of your current S&OP situation according to the 5-stage Gartner S&OP Maturity Model. If you have not yet determined your S&OP maturity stage, you can do so in our last blog post. MS Teams or Planner).

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Forecasting Planning Sales Education 98

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. We wrap up with three final articles, all about career and personal management: How to make tough decisions when facing a career crossroads.

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

Bramasol

JUNE 29, 2022

This blog post zooms out for a more holistic view of the entire Value Chain, which encompasses the full gamut of enterprise-wide processes. Value Chain is a term used by Michael Porter, economist and professor at Harvard Business School, to describe the importance of interrelated systems within a company. Value Chain Overview.

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SAP Compliance Communication Leverage 91

Bramasol

DECEMBER 13, 2021

From Bramasol's perspective as a leading SAP partner creating business management, finance, and compliance solutions for over 25 years, here are five major areas that we are watching closely and helping our clients prepare to deal with in the coming year - and beyond.

SAP 52

SAP Compliance Profit and Loss IFRS 52

Bramasol

MAY 6, 2022

In too many instances, as CIOs and CFOs implement new software to improve finance processes, the expediency of getting systems up and running quickly can create isolated silos of inefficiency across the enterprise-wide technology landscape. The resulting build up of patchwork software systems is sometimes referred to as "Digital Debt".

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SAP Finance Reconciliations Leverage 71

Bramasol

OCTOBER 26, 2021

In this blog post, we provide a brief summary of the key aspects of RISE with SAP and discuss how it can add value to your Comply, Optimize, Transform journey. When we express how excited we are with the new RISE with SAP initiative that was launched in Q1 2021, it comes with that deep history and perspective in mind. Summary of Synergies.

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SAP IFRS Compliance Treasury 88

CFO News Room

DECEMBER 3, 2022

From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Patrick Donachie | Wealth Management). Why some RIAs are converting their SMA strategies into ETFs. And according to C.

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Communication Investments Planning Marketing 130

Barry Ritholtz

SEPTEMBER 19, 2022

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say, I have yet another extra special guest, Albert Wenger, managing partner at Union Square Ventures. ALBERT WENGER, MANAGING DIRECTOR, UNION SQUARE VENTURES: Well, I fell in love with computers very early on when I was a young teenager. Why is that?

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Valuation Investments Marketing Technology 117

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. Executive Summary. Welcome back to the 309th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Anh Tran. Team Kitces.

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Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 8, 2022

Cean is the CEO and co-founder of Ironwood Wealth Management, an independent RIA based in Chandler, Arizona that oversees just under $550 million of assets under management, for nearly 500 households. Where Ironwood Wealth Management Stands Today [05:56]. My guest on today’s podcast is Cean Kenefick-Rogers. Team Kitces.

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Restructuring Planning Accounting Marketing 130

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. I can go back to my then branch manager and show him a list of 400 people now that can be added to that family and friends, if you would.”

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Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 17, 2022

As while it is easy to get caught up in the (sometimes unfounded) fears that even just one misstep can have catastrophic consequences, keeping a realistic perspective on the impact of failed attempts also becomes more manageable when aiming for smaller subgoals that are part of a larger process. business goals! Authors: Michael Kitces.

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Planning Numbers Math Strategic Planning 130

PYMNTS

DECEMBER 8, 2020

8) in a blog post that clients can now harness the company’s payments orchestration platform as a single way to handle their Strong Customer Authentication (SCA) requirements amid the approaching end-of-the-year deadline for 3D Secure 2.0 3DS2) compliance. Spreedly announced Tuesday (Dec.

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Compliance Risk Analysis Accounting Securities 56