CPA Practice

APRIL 17, 2023

During the pandemic and since, however, accounting professionals and firms have implemented many new technologies that are helping them provide more and better client services, even with fewer staff. We thank the more than 5,000 professionals who participated in voting this year. WINNER: TheTaxBook – Tax Materials Inc.

quickbooks 130

quickbooks payroll Technology audit 130

Accounting Insight

OCTOBER 2, 2023

Modulr , the embedded payments platform, today announces its new integration with Xero , the online accounting software provider, to make supplier payments simple, secure, and automated. Now, the traditionally sluggish and error-prone process is transformed to an automated workflow that is quick, secure and intuitive.

Technology 59

Technology bookkeeping accounts payable accounting software 59

Accounting Insight

SEPTEMBER 2, 2024

Modulr , the embedded payments platform, today announces its new integration with Xero , the online accounting software provider, to make supplier payments simple, secure, and automated. Now, the traditionally sluggish and error-prone process is transformed to an automated workflow that is quick, secure and intuitive.

Technology 52

Technology bookkeeping accounting software accounts payable 52

PYMNTS

JANUARY 22, 2019

The technology is proliferating financial markets, particularly for some of the world’s largest financial institutions in need of enhanced compliance solutions. The possibilities are vast, as AI ushers in a new era of automation and access to actionable insights, which are critical for financial professionals.

Technology 77

Technology accounting and finance Finance corporate accounting 77

PYMNTS

APRIL 9, 2018

When job search service Indeed.com released new data last year about the top professions being sought after by small business employers, the stats suggested something surprising. Small business accountant” was not among the top 10 phrases searched for by those hirers, Indeed.com found.

Technology 49

Technology Account accounted accountant 49

CPA Practice

SEPTEMBER 6, 2023

From the advent of first-to-market generative AI systems like ChatGPT, to highly specialized, accounting-focused systems, proponents of AI are fervent in their belief that the technologies will dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 122

Technology accounting and finance Tax CPA 122

PYMNTS

MARCH 15, 2019

Anxieties that automation will replace humans have waned in the accounting sector, as industry players begin to realize that technology can actually help accountants play a more important role for their small business (SMB) customers as advisors and guides, rather than replacing their roles outright.

Tax 77

Tax South Dakota Account accounted 77

PYMNTS

JANUARY 25, 2019

In its announcement , HostBooks aimed to differentiate itself from industry leaders, including QuickBooks and Xero , by emphasizing its focus on automation. “Being a CPA, I am aware of all the issues holding down the accounting industry,” said HostBooks Founder Kapil Rana in a statement.

quickbooks 69

quickbooks Account accounted accountant 69

CPA Practice

MARCH 21, 2023

For business owners who don’t have a background in bookkeeping or dealing with numbers, these processes can be error prone and tedious — making their accountant’s job even more difficult. So how can small businesses get access to the same kinds of FP&A tools that Fortune 500 companies use?

accounting and finance 115

accounting and finance Technology Finance bookkeeping 115

PYMNTS

MAY 21, 2020

This week’s look at these partnerships and data integration efforts finds a focus on small business lending and compliance, while some newly forged partnerships are also looking to help banks strengthen their own FinTech collaboration agreements. Treasury Prime Funded For API Tech.

Technology 69

Technology accounting and finance bookkeeping Finance 69

PYMNTS

SEPTEMBER 14, 2017

“Intuit and Google are leaders in innovative technological advances for small businesses, and, by bringing our technologies together, we are creating important efficiencies between the two solutions we know customers are already using.”.

quickbooks 74

quickbooks Technology accounting and finance bookkeeping 74

PYMNTS

DECEMBER 7, 2018

In preparation for tax season, KPMG is rolling out its KPMG Spark tool designed to automate and digitize small business tax services, including tax preparation and compliance, for businesses with annual revenues below $50 million. LeSage, in a statement.

Tax 58

Tax Account accounted accountant 58

PYMNTS

SEPTEMBER 9, 2019

Accountants and bookkeepers have a new reality with their small business clients: machines can do number-crunching and calculations, and these professionals are now forced to examine how to elevate their role with SMBs to continue to provide value. The Artificial Intelligence ‘Hype’.

Technology 57

Technology Account accounted accountant 57

PYMNTS

FEBRUARY 20, 2020

Small business accounting platform FreshBooks recently announced an agreement to integrate with Taxfyle , a data sharing arrangement that aims to automate tax prep for small business owners. FreshBooks Inks Tax Integration Deal. Xero, Square Integrate For Faster Invoice Payments.

Account 87

Account accounted accountant small business accounting 87

PYMNTS

MARCH 20, 2018

The rise in automated solutions – especially in various finance functions – initially led to concern among financial professionals that their positions might be replaced by robots. With automation becoming more commonplace, however, it’s clear that humans are undoubtedly still needed in the enterprise.

Technology 47

Technology Account accounted accountant 47

ThomsonReuters

FEBRUARY 8, 2022

A rise in tax regulations, globalization, an influx of innovative technologies, and a greater demand for “always on” access makes it an exciting time for tax and accounting professionals to be in business. Respondents also indicated interest in receiving other services from their accounting firms.

Tax 105

Tax Entertainment payroll Technology 105

PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Technology 61

Technology accounting and finance Finance bookkeeping 61

Snyder

DECEMBER 27, 2022

Even if online accounting is something you’ve done for years, becoming a freelancer may seem tricky to begin with. We hope that by offering some tips and advice, succeeding as a freelance accountant or bookkeeper will be much easier. How to become a freelance accountant – where to start? Help clients find you.

Account 98

Account accounted accountant accounting and finance 98

PYMNTS

JUNE 19, 2018

Small business software provider Zetran is adding an accounting solution to its suite of services, the company said on Sunday (June 17). In a press release , Zetran said it saw a gap in the market for affordable automation software for small and medium-sized business accounting firms.

Account 46

Account accounted accountant Technology 46

Snyder

FEBRUARY 13, 2023

We’ll also discuss how accounting software can streamline and optimize your business operations. To automate your finance and accounting, sign up for a free trial or book a demo. Managing finance and accounting in-house or outsourcing for SMBs? In-house accounting for SMBs Outsourcing for SMBs 2.

accounting and finance 52

accounting and finance Finance Account accounted 52

Snyder

JANUARY 16, 2023

But there’s definitely a potential for improvement, as filing taxes and getting tax returns can be streamlined with the right accounting software and professional help from experienced accountants. Want to brush up on basic accounting principles or small business accounting ? 5 common accounting errors.

Account 52

Account accounted accountant bookkeeping 52

PYMNTS

JUNE 26, 2020

This challenge exists for professionals across the back office, but in business accounting, the lack of data integration and accuracy mean finance experts are spending valuable time correcting information and moving numbers from one platform to another.

Account 52

Account accounted accountant accounting and finance 52

PYMNTS

DECEMBER 12, 2017

That’s the status quo in corporate payments, and it’s not only creating friction for the business payer; it’s creating headaches for small business (SMB) accounting too. That’s according to Hamed Abbasi, CEO of payments technology firm Plooto.

Account 44

Account accounted accountant accounting and finance 44

PYMNTS

DECEMBER 11, 2017

Accounting software that boosts automation isn’t taking jobs away from human accountants. But it is altering the profession, with more small businesses seeking advisory services from their accountants and bookkeepers. Accountants are starting to pay attention to upcoming disruption too.

Account 42

Account accounted accountant bookkeeping 42

SingleTrackAccounting

DECEMBER 2, 2020

Getting out of your comfort zone also meant getting familiar with technology. Tech has been the backbone of having a successful business in 2020. The biggest takeaway here is, be comfortable with using technology before you even need it. Were you ready to jump on board with new tech services? 2) Be creative.

Technology 52

Technology accounting and finance bookkeeping Finance 52

CPA Practice

AUGUST 11, 2023

Accountants may lack training in forecasting software and other specialized FP&A skills, but there are many skills that can help bridge the gap and provide value for strategic decision making. What skills can they offer business leadership in this regard?

Account 52

Account accounted accountant managerial accounting 52

PYMNTS

MARCH 16, 2018

Small Business Accounting. Bookkeeping service provider Pilot.com announced $15 million in Series A funding this week led by Index Ventures. The company said it will use the money to focus on adoption of its small business and enterprise bookkeeping solution, which has also been officially released.

B2B 40

B2B bookkeeping California Technology 40

Snyder

DECEMBER 21, 2022

While a 50%-70% ratio can be considered healthy for such businesses as retailers, restaurants, manufacturers, and other producers of goods, for many service and technology businesses, law firms, or banks, this figure increases up to 90%. It can also automate gathering data like sales, expenses, taxes, etc.,

quickbooks 72

quickbooks E-commerce NetSuite accounting and finance 72

PYMNTS

OCTOBER 30, 2019

accounting FinTech Coconut jumped into open banking with a focus on business services, too, announcing plans to integrate with high-street banks for augmented accounting and bookkeeping. Though open banking is not a regulatory mandate in the U.S.,

B2B 41

B2B Technology accounting and finance quickbooks 41

Ryan Lazanis

SEPTEMBER 1, 2023

In it, I’ll be sharing 147 of the best cloud accounting software apps on the market. Each item in the list will contain a brief description and will focus on how you can level up your accounting automation. For small businesses today, web-based accounting software takes the cake in terms of ease of use and automation.

accounting software 98

accounting software quickbooks Account accounted 98

PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. Recently, several technology firms have done just that.

Technology 53

Technology Account accounted accountant 53

PYMNTS

APRIL 19, 2019

The shifting role of small business (SMB) accountants is largely driven by the increase in automated solutions available to business owners today. With machines now taking care of repetitive financial tasks, accountants have had to readjust their position from number-cruncher to value-adder to remain relevant.

payroll 61

payroll Technology Account accounted 61

PYMNTS

FEBRUARY 27, 2018

Analytics technologies like machine learning, artificial intelligence (AI) and robotics process automation (RPA) turned cash flow forecasting into more of a science than it’s ever been. Small businesses (SMBs) in particular can have trouble not only gaining access to their financial data, but also making sense of it.

B2B 40

B2B Technology payroll bookkeeping 40

PYMNTS

JULY 21, 2017

Small business accounting and cash management took home the gold this week, with two startups raising a collective $93 million in funding. In total, businesses secured more than $145 million in venture capital (VC) across the U.S., It also automates back-end processes like broker management and timestamps, reports said.

accounting and finance 40

accounting and finance Technology bookkeeping Expense Management 40