Financial Planning
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
Fyle Adds Mastercard Integration for Real-Time Reporting
The real-time feeds eliminate the dependency on bank statements, offers greater insights for budgeting and planning, and allows teams to monitor for fraudulent transactions.
Four Reasons to Optimize AP Operations Now
AP is the top digitization priority in the back office for finance teams in 2023 because it addresses four of the biggest challenges they face.
Small Businesses Can Have Fortune 500 Tools, Here’s How
Modeling the future like a Fortune 500 company isn’t outside the realm of possibility for small businesses and their accountants.
The Ebb and Flow of the CFO’s Role: It’s Not Just About Numbers Anymore
CFOs are pushing their teams of representatives from across the business (not just IT) to evaluate data analytics and business intelligence tools.
U.S. Banks are Paying Higher Interest on Savings and CD Accounts
After years of earning next to nothing, depositors are discovering a trove of higher-yielding options like Treasury bills and money market funds .
Avantax Sees $1.7 Billion in Newly Recruited Assets, Up 79%
Avantax also continued successfully recruiting accounting firms to its employee-based model with the new affiliation of three large accounting firms.
4 Ways an Outside Financial Hire Can Strengthen a Family Business
While a new hire may be intimidating, a CFO or controller can provide valuable industry and financial expertise especially during economic volatility.
Half of Americans Are Worse Off Now Than 12 Months Ago, Survey Finds
It is the highest share of Americans who are financially losing ground since 2009, according to Gallup.