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The Most Embarrassing Thing Your Firm Can Do: Rely on an Outdated Spreadsheet
How many times has your team relied on a spreadsheet, only to discover it was out of date at the worst possible moment? It was a routine...


The Most Embarrassing Thing Your Firm Can Do: Send the Wrong Invoice to the Wrong Client
At a leading accounting firm, a service partner was finalizing quarterly invoices and preparing for a tight billing deadline. With...


Paper checks are fading, but why are accounting firms still holding on?
In a world that is becoming more and more digital, why are accounting firms still relying on paper checks?


Risks of Implementing a Client Portal
Implementing a client portal can bring necessary, revolutionary change to your firm, however there are risks associated with choosing the wrong portal and implementation errors that could be detrimental to your company.


You Can Escape the Pain Caused by Manual Billing with AR Automation
If your firm still relies on manual processes for invoicing, it’s time to consider a smarter solution: Accounts Receivable (AR) Automation.


What is Revenue Recognition?
What is Revenue Recognition? What are the 5 criteria for Revenue Recognition? What are the benefits of Revenue Recognition? What are the...
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