CPA Practice

AUGUST 9, 2024

. – Or use the below podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor, with your hosts, Randy Johnston, and Brian Tankersley. They’re not feature rich enough.

payroll 119

payroll Technology Account accounted 119

PYMNTS

JUNE 24, 2020

To help project managers and administrators save time, Centsoft has unveiled an accounts payable (AP) automation technology for firms in the construction industry. Centsoft connects with different enterprise resource planning (ERP) technologies like SAP Business One, NetSuite, Dynamics 365 and QuickBooks.

AP Automation 75

AP Automation Construction Technology accounts payable 75

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate 59

Real Estate Account accounted accountant 59

Going Concern

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

Real Estate 110

Real Estate Account accounted accountant 110

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

PYMNTS

AUGUST 12, 2020

Palette Software unveiled accounts payable (AP) automation technology that is designed for firms in the construction and engineering industries and run on the cloud, according to an announcement. Finance administrators and project managers both benefit from automation of the accounts payable process.

AP Automation 69

AP Automation Construction Technology accounts payable 69

MineralTree

AUGUST 24, 2023

Are you relying on the current accounts payable (AP) workflow in QuickBooks Desktop or Online to manage your financial operations? The QuickBooks AP workflow includes tasks like invoice receipt, data entry, approval, and payment required to manage AP within the software. If so, you’re not alone. Each payment type (i.e.

accounts payable 70

accounts payable quickbooks AP Automation AP Processes 70

Going Concern

SEPTEMBER 19, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #15191471 Certifications: EA in progress Education: BA Accounting Experience (years): 7+ years tax and accounting experience in public accounting Work experience (detail): Leads a team of 5+ tax professionals Preparation and review of more complex tax returns Client account leadership (..)

Account 105

Account accounted accountant Construction 105

Withum

JANUARY 18, 2023

But with a good amount of research and technology investment in advance, the process can run much smoother. If they upgraded to an ERP system like NetSuite , these reports are as simple as a click of a button. The post Investing in Technology To Secure Outside Investment appeared first on Withum. Contact Us. Let’s Chat.

Technology 75

Technology NetSuite quickbooks accounting and finance 75

CPA Practice

FEBRUARY 15, 2024

Hosts Randy Johnston and Brian Tankersley, CPA, offer a report on the 2024 Oracle NetSuite Influencer conference. The event, held in Austin, Texas, gave attendees an inside look at tech developments the vendor is making, as well as the opportunity to speak one-on-one with developers. Tankersley, CPA.CITP, CGMA 00:52 Oracle, NetSuite.

NetSuite 52

NetSuite Technology Account accounted 52

PYMNTS

JANUARY 25, 2021

To help customers handle their accounts receivable (AR) while conserving time and financial resources, pre-accounting technology company Expensify unveiled a bolstered invoicing feature. Expensify’s SmartScan technology gets information from supplier bills for approval and payment with the same infrastructure developed for expenditures.

NetSuite 99

NetSuite Expense Management Technology quickbooks 99

MineralTree

APRIL 6, 2023

ERP Integration: How ERP Systems & AP Automation Tools Work Together An Overview of ERP Systems Enterprise Resource Planning (ERP) refers to a software that allows companies to manage various parts of their organization. This is why many teams supplement their ERP system with an AP automation tool.

AP Automation 64

AP Automation Technology NetSuite quickbooks 64

PYMNTS

JULY 30, 2020

Its technology also includes a supplier portal and an eInvoicing offering. In separate news, Regal Software launched its RegalPay B2B payments software in July to allow financial institutions (FIs) and issuers to offer their corporate customers an automated AP technology that carries their own branding.

AP Automation 60

AP Automation Technology accounts payable AP Processes 60

Going Concern

SEPTEMBER 5, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22410136 Certifications: CPA Education: BS Accounting, MBA Experience (years): 15+ years accounting experience Work experience (detail): Currently a Tax Senior at a CPA firm Experience with expense planning for S-corps Filed 150+ SMB and individual tax returns last season Tax planning (..)

Real Estate 105

Real Estate Account accounted accountant 105

Going Concern

NOVEMBER 21, 2024

TAX CANDIDATES FTE Senior Tax Accountant | Candidate ID #23560436 Certifications: EA in process Education: BBA Accounting Experience (years): 7+ years in public accounting Work experience (detail): Tax manager with a CPA firm Client account clean up Prepared 500+ returns in 2024 tax season Reviewed 200+ returns Client niches: Manufacturing, Hospitality, (..)

Real Estate 52

Real Estate Account accounted accountant 52

Withum

NOVEMBER 30, 2022

You probably see the term “technology modernization” everywhere. Does “technology modernization” apply to me? Let’s focus on what technology modernization means for your organization specifically in relation to your accounting system. If so, your organization may benefit significantly from a technology modernization.

accounting system 64

accounting system Technology Account accounted 64

Shay CPA

JULY 31, 2024

The latest tech tools can make work easier, and that’s particularly true when it comes to your finances. Financial technology — or fintech, for short — automates time-consuming tasks like categorizing expenses. Operating with QuickBooks Online might be enough in your early days, for example.

Technology 52

Technology quickbooks payroll bookkeeping 52

MineralTree

OCTOBER 19, 2023

Modern accounts payable software solutions can help businesses transform their AP function, automate AP processes, and overcome manual inefficiencies. Here are the three main solution types: Point Solutions Point solutions are specialized AP automation tools that focus on a specific task, such as invoice approval or payment processing.

accounts payable 75

accounts payable AP Automation AP Processes Approval Workflows 75

CPA Practice

OCTOBER 25, 2023

Bill, a financial operations platform for small and midsize businesses, has has added automation technology to help SMBs and accounting firms get better control and visibility of their accounts payable workflows. Manual errors are reduced by utilizing automation and AI to auto-fill line items such as quantity and cost information.

quickbooks 59

quickbooks AP Processes Approval Workflows Technology 59

CPA Practice

FEBRUARY 9, 2024

Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA, Randy Johnston Randy Johnston 00:03 Well, good day, and welcome to the counting Technology Lab. So it’s a very highly proved higher end product to compete against the likes of Xero and QuickBooks Online in that region.

Technology 64

Technology Account accounted accountant 64

Withum

SEPTEMBER 20, 2024

The company used a combination of QuickBooks and Excel, leading to inconsistency and cost leakage. The assessment efforts culminated in a summary of findings document, guiding the client in their future tech stack decision-making process. Withum’s approach was comprehensive and system-driven.

quickbooks 52

quickbooks Technology NetSuite Healthcare 52

Going Concern

MAY 2, 2024

FTE Accountant | Candidate ID #16071602 Certifications: NA Education: BA Accounting in progress Experience (years): 7+ years of overall experience Work experience (detail): Currently with a public accounting firm Services 15+ monthly clients and 75+ quarterly clients Team leadership and work review experience Prepares 100+ returns during tax season (..)

Real Estate 59

Real Estate Account accounted accountant 59

Accounting Insight

SEPTEMBER 20, 2022

Work gets done faster with true cloud software – especially if you make good use of automation. Nervous about automation? True cloud technology liberates and empowers teams with more efficient WFH and hybrid working. Test it first in a sandbox environment to avoid errors. Smaller offices, lower energy bills.

accounting software 75

accounting software Account accounted accountant 75

inDinero Accounting

DECEMBER 22, 2021

Quickbooks Enterprise Accounting Software. QuickBooks Enterprise offers affordable financial accounting software for small- to medium-sized businesses, with options to scale as your business grows. QuickBooks Enterprise does have some drawbacks, and larger firms are more likely to find what they need in other software.

accounting software 52

accounting software NetSuite Account accounted 52

CPA Practice

MARCH 27, 2024

Or use this podcast player to listen: Transcript (Note: There may be typos due to automated transcription errors.) Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor, with your hosts, Randy Johnston, and Brian Tankersley. I’m Randy just with my co host, Brian Tankersley.

Technology 52

Technology Account accounted accountant 52

inDinero Accounting

DECEMBER 22, 2021

Quickbooks Enterprise Accounting Software QuickBooks Enterprise offers affordable financial accounting software for small- to medium-sized businesses, with options to scale as your business grows. QuickBooks Enterprise does have some drawbacks, and larger firms are more likely to find what they need in other software.

accounting software 52

accounting software NetSuite Account accounted 52

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., Cash-flow analysis.

quickbooks 72

quickbooks E-commerce NetSuite accounting and finance 72

Shay CPA

SEPTEMBER 11, 2024

The month-end close is a critical tool in any tech company’s arsenal. But technology is transforming the way businesses tackle the month-end close. But technology is transforming the way businesses tackle the month-end close. Automate the creation of key financial reports. It’s also a lot of work.

Technology 52

Technology accounting software accounting and finance NetSuite 52

MineralTree

NOVEMBER 16, 2023

While this step isn’t necessary to conduct a cash flow analysis, investing in automation tools can help make the process easier in the future. How Can AP Automation Help With Cash Flow Analysis and Management? Accounts payable technology provides a centralized view of pending invoices and bills.

AP Automation 84

AP Automation accounting and finance Technology Finance 84

Going Concern

AUGUST 22, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22103110 Certifications: CPA Candidate Education: BS, Accounting Experience (years): 7+ years of overall experience Work experience (detail): 6+ years with CPA firms Mentoring and training the accounting team Tax return preparation for individuals, SMBs and Nonprofits Prepared monthly, (..)

Real Estate 59

Real Estate Account accounted accountant 59

xendoo

AUGUST 9, 2021

Also, Bench won’t sync up with your Quickbooks; instead, Bench’s online bookkeepers use the company’s in-house, proprietary software. . Back Office provides accounting services through Quickbooks and Xero. This unique online bookkeeping service features: Automation: Humans “train” the system to categorize expenses. Technology .

bookkeeping 98

bookkeeping bookkeeping services Account accounted 98

Withum

AUGUST 12, 2024

But with the rapid evolution of technology, the need to future-proof ERP systems has become paramount and necessary. These platforms empower individuals and organizations by generating content, sparking creativity, automating tasks and completing work faster. The adage kicking the can down the road will only worsen the situation.

NetSuite 52

NetSuite Technology quickbooks 52

PYMNTS

MARCH 5, 2019

Certify and Chrome River Technologies, two leading travel, expense and invoice management software companies, have announced a $1 billion merger. In a press release , the two companies said the combined entity will offer a suite of products for monitoring, managing and analyzing corporate spending.

NetSuite 47

NetSuite Expense Management Technology quickbooks 47

PYMNTS

AUGUST 20, 2019

The triple-digit percentage growth comes, said Amit, as the AP solutions market is fragmented, and peers offer tech-driven software solutions that attack separate and disparate functions of the payables process. An integrated, holistic offering involves technological “heavy lifting” that lies beyond the scope of Tipalti’s peers, Amit said.

Technology 51

Technology accounts payable NetSuite quickbooks 51

xendoo

JULY 6, 2022

They use Optical Character Recognition (OCR) technology, a process that scans physical documents and creates digital versions of them. QuickBooks – the most flexible with advanced features. QuickBooks – the most flexible with advanced features. You can use QuickBooks to scan receipts, but it does much more than that.

quickbooks 64

quickbooks bookkeeping Expense Management accounting and finance 64

Accounting Insight

FEBRUARY 2, 2023

The power of automation is changing the way we work, and expense management is no exception. But, the thing is, thanks to innovative technology, finance teams and accountants don’t need to chase down receipts or manually match spend to correct invoices. What if she had a company card?

Technology 52

Technology Spend Management Solutions Expense Management accounting and finance 52

Going Concern

DECEMBER 12, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23625350 Certifications: EA in process Education: AS General Studies, BS Experience (years): 15+ overall experience Work experience (detail): 3+ in public accounting Prepares individual and SMB tax returns Processed payroll for 70+ clients Monthly accounting and financial preparation (..)

Real Estate 52

Real Estate Account accounted accountant 52