Search Results: ai (8061)

The “transformation” buzzword is everywhere these days, and there’s no doubt that far-reaching, systemic change can deliver impressive results, especially when powered by new digital platforms. But transformation enthusiasm should be tempered by an understanding of the potential downsides

As companies chart their path to recovery in a challenging business environment, finance departments are renewing their focus on reining in costs and positioning investments to improve controls and governance. Tax departments seeking to align with those priorities should consider one high-return move in particular: outsourcing sales and use tax returns.

If you missed the February 23rd Great Lakes Local Users Group meeting you missed two great speakers, Kerry (Rosvold) Peters and Kim Dallefeld, talk about Finance and other related subjects. It was an amazing and great learning roundtable for all who attended. Members asked many questions and all the members offered insight and direction on each topic. If you missed the event, I have attached the recording Kelli Miller made.

Cover Image is a snapshot of the upcoming Local User Group Meeting for 2021 so register for these events when they are available. It is an exciting line-up of speakers and topics to educate you and your colleagues on NAV/BC or general subjects.
LUG 2021

I hope to see you there.
Steven Chinsky

Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

Credit card processing is vital to so many businesses, yet wrought with tedious details, requirements, and contradictory information that drains the souls of CFOs and Controllers worldwide. We’ll examine the myths and facts of this seemingly complex world to help you identify key opportunities for greater efficiencies and lower processing fees.

There’s an intriguing debate in the data analyst community on whether Excel or Power BI is the best tool for data analysis.

Hear Pablo Moreno’s perspective: he believes it’s not about the tool, but rather, your data needs – data ingestion, data size, data aggregation, distribution of the information.