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Finding the Right Accounting Partner

CFO Plans

Whether you need outsourced bookkeeping services or advanced financial reporting, your partner should be able to accommodate your needs without disruption. Assessing Communication and Collaboration Effective communication and collaboration are key to a successful partnership.

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The Relationship Between a Fractional CFO and Your Public Accounting Firm

Beacon CFO Plus

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

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Today In B2B: SBA Releases New PPP Loan Guidance; xSuite Secures Peppol Certification

PYMNTS

Today in B2B payments, the SBA releases guidance for the next round of PPP loans, while xSuite secures Peppol invoice certification. Among the enterprise resource planning (ERP) systems with which TripActions Liquid now communicates are NetSuite, Microsoft Dynamics, Sage Intacct, SAP and Xero, according to the release.

B2B 55
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Annual Budgeting Process: look at 2024

Spreadym

This may involve presentations, discussions, and deliberations to secure the necessary approvals. Implementation: Once the budget is approved, it becomes the financial roadmap for the upcoming fiscal year. Prioritize Key Items: Focus on critical areas first to allocate resources where they're most needed.

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Digital Transformation in Finance: How to Drive the Process

Spreadym

Key components of digital transformation in finance include: Automation and Artificial Intelligence (AI) : Implementing AI algorithms and robotic process automation (RPA) to streamline repetitive tasks, such as data entry, customer support, and fraud detection, leading to reduced costs and increased accuracy.

Finance 52
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Leading the Way: 5 Tips for January’s New CFOs

The Finance Weekly

He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. To stay ahead of the curve, CFOs must , embrace technology and invest in digital transformation initiatives that drive innovation and efficiency in financial management.

CFO 52
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How to Create Financial Reporting Dashboard for CFO

Spreadym

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This allows for a personalized view of the financial data. Organize the dashboard into sections or tabs for different financial areas (e.g.,