NEWS AND HELPFUL INFORMATION ABOUT ACCOUNTING AUTOMATION
Accountants often find Mindbody to be a headache, finding issues with clunky, time consuming accounting processes. Often, accountants must run multiple reports to capture the entire range of daily activity: daily closeout, gift card reports, etc. Moreover, data isn’t transparently reflected in the default Mindbody reports (e.g., the amount
Accountants often find Clover to be a headache, finding issues with clunky, time consuming accounting processes. Much of the time, accountants must run reports to capture the entire range of daily activity, create formulas and pivot tables, etc. Moreover, some accounting data isn’t fully reflected in the default Clover
Accountants often find Square to be a headache, finding issues with: Time-consuming work running reports to capture the entire range of daily activity for both sales and payouts Complexity around Square’s treatment of Square invoices, which recognizes sales only when the full balance is paid off and with proper
SUMMARY In this column for Thomson Reuters, Jason explains why we’re not going to see the transformation of AI right now in account reconciliation for retailers and restaurants. The piece explores the promise of AI in retail, how it affects CFOs, and what they can do to address the gaps. READ THE
SUMMARY For CFOs, gauging productivity has been difficult. With the accounting shortage impacting many organizations, productivity must work hand-in-hand with technology. Bookkeep CEO & Co-founder Jason Richelson is quoted in CFO.com explaining why good software that moves accounting work to automated workflows is essential to boosting employee morale, talent retention,
SUMMARY In this column for Thomson Reuters, Jason makes the case for why tax & accounting firms should consider switching to a specialization-focused service model to more fully leverage their talent and avoid burnout. READ THE FULL ARTICLE
SUMMARY Bookkeep CEO & Co-founder Jason Richelson outlines the biggest challenges automation will solve for accounting firms in 2023 for Accounting Today. READ THE FULL ARTICLE
Guest author Maureen Stevens of Sheer Distinction Services, LLC. discusses her business and how she is working smarter with Bookkeep automation. My name is Maureen Stevens, and I am the Co-Owner of Sheer Distinction Services, LLC. We are a family-owned business. My father is my partner and my son (when
Guest author Donna Reade of Titans of Virtual Bookkeeping discusses her business and how she is working smarter with Bookkeep automation. My name is Donna Reade, I am the Trailblazer and Master of Innovation for Team Reade Inc (doing business as) Titans of Virtual Bookkeeping, a virtual bookkeeping business. Day-to-Day:
It’s the end of the year! It’s time to close the books. One of the last things most people think about is sales tax… if they have not participated in an expensive sales tax audit. In case you missed it, this week we (The Sales Tax Sisters) presented a webinar