Creative CFP

OCTOBER 2, 2020

The tag line was “Real-time accounting”. At the time, I had been working in the finance industry for over ten years. ▪︎ GOING PAPERLESS Xero’s platform allows for every transaction to have a source document digitally attached to the transaction. It makes any query and audit way easier than before.

Accounting 52

Accounting Finance Cash Flow Forecasting General Ledger 52

PYMNTS

MAY 15, 2018

Users may be required to take selfies or submit additional documentation, such as bank statements or utility bills, that ground them to a physical place. Data tagging is how ground truth is established. Verification auditing should be the provider’s responsibility, not the organization’s, he said – that’s why they’re paying the vendor.

Auditing 51

Auditing Compliance Securities eCommerce 51

Planful

MAY 17, 2021

You can assign tasks, add comments, and tag team members within your forecasting, budgeting, and consolidation documents. Year-end external auditing that took up to eight weeks is now done in less than a week. PS Logistics reduced its monthly close from up to four weeks, to five to seven days. The result?

Auditing 40

Auditing Finance Planning Investments 40

Barry Ritholtz

APRIL 25, 2023

One of the, you know, risks of being an attorney is people will always come up to you and ask you about a problem, and then two-thirds of the way through the conversation you find they already signed that document, oh, I’m sorry, but I can’t help you, you have a contract. And your answer is, oh, that’s a terrible deal.

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Compliance Investments Finance 60