Customer success team in space managing SaaS onboarding

The Touchpoint: SaaS Onboarding Guide

If subscription revenue rules your business, then you need to invest continued effort in SaaS onboarding. How you treat clients in the first 30-days with your brand factors heavily into growth. This is your guide to engagement touchpoints that increase customer retention and reduce churn.

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Accountants trading on a decentralized accounting ledger

Decentralized Accounting: The Future Of Finance

What type of managerial system does your company have? Is it top-down or spread out, and is the system satisfying long-term objectives? We break down how restructuring authority and decentralized accounting systems can revitalize small businesses.

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Accountant Christmas trees performing a year end reconciliation

Year End Reconciliation: Close Out For The Holidays

Tis’ the season for a year end reconciliation. Let’s balance your books and zero out accounts, to get a clear picture of your annual income. Your efforts will be rewarded with a seamless tax season.

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accountants putting in an accounting code into a computer

Accounting Code For Your Chart Of Accounts

In accounting, we live by a code—the accounting code. Treating your accounting system like a google search bar every time you enter a transaction, is not time efficient. Instead, bookkeepers and accountants rely on short-hand accounting codification to quickly key an invoice.

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accountants integrating bill.com + Xero to automate accounts payable

Automate Accounts Payable With Bill.com + Xero

Ready to simplify monotonous billing for your business accounting? Lucky you, this is the new financial frontier where you can automate accounts payable (AP). With Bill.com accounts payable your payment processing is a thing of the past.

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An accountant in the Shopify ecosystem land doing Accounting for shopify

Accounting For Shopify: Shopify Xero Integration

Want to automate accounting for Shopify, but confused by the integration process? This is a detail on Shopify ecosystem solutions for different size stores, with a focus on Shopify Xero integrations.

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business loans document checklist

The Ultimate Business Loan Documents Checklist

Getting a business loan is rife with rejection. Are you tired of hearing NO to fund for your big idea? Then use this to prep for a loan application. Here is the ultimate business loan documents checklist for different types of business loans and financing available.

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An accountant locking a calendar for a month end close

A Month End Closing Procedure For Every Business

We perform monthly closings for every client, regardless of their industry. It is arguably one of the most important accounting functions. We deploy it to gauge profitability, tax payments, and our own accounting skills.

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an accountant making a cash to accrual conversion

The Switch: Cash to Accrual Conversion

Cash basis accounting had a good run, time to switch your accounting method. Now you are stepping up your finance game. Whatever the reason to change your reporting method, know that cash to accrual conversion is intricate.

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3 Accountants organizing accounting projects with a messy board full of sticky notes

Managerial Tools To Boost Accounting Projects

Accounting is made up of a revolving schedule of deadlines. With so many moving parts how does a business owner keep up? How do companies handle all of their accounting deadlines?

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