Want to learn how to transform your SaaS financial planning for better decision-making and operational growth? Join David Apple, Global Head of SaaS at Sage, as he leads an insightful discussion on optimizing SaaS forecasting and budgeting processes. This webinar features real-world success stories from Sunny Wu, VP of Finance...
Date: Tuesday, December 3, 2024 Time: 11:00 a.m. - 2:30 p.m. PT Location: The Westin San Francisco Airport Address: 1 Old Bayshore Hwy, Millbrae, CA 94030 Join your fellow Bay Area peers to network, advance your knowledge, and hear the latest product updates from our Sage Intacct experts. This is a free event and...
Join your fellow Financial Services peers to learn about best practices, product updates, and more from our experts. In this session we'll highlight: Overview of how to strategically plan for and streamline your month-end close. Product enhancements for Financial Services. We'll feature: A customer panel. Highlight resources and release updates...
Unlock the potential for increased funding with streamlined grant management. In this insightful live webinar, learn how Sage Intacct can help organizations efficiently track, report, and manage grant awards through automation. Currently, 60% of nonprofits report challenges in meeting grantor compliance requirements, while 68% face delays in funding due to...
Reduce the risk of an IRS audit and maintain your bottom line Staying on top of IRS reporting requirements is critical for your business, but managing these forms can quickly become overwhelming. From juggling different 1099 forms to filing deadlines, there’s lots of opportunity for error — and mistakes can...
Join Dawn Brolin, CPA, CFE, for a three-part deep dive into leveraging AI-enabled automated accounts payable to streamline, secure, and scale your accounting firm. Dawn will share her expertise to help you transform your accounting practice with an automated accounts payable system. In collaboration with Quadient, this workshop will provide...
In the second part of the playbook presented by Dawn Brolin, CPA, CFE, and Liz Scott, CPA team up to explore the critical security updates that accounting firms need to understand when implementing automated accounts payable solutions. Join Dawn and Liz to gain valuable insights into how to streamline your...
Your guide to exemption certificates Tax-exempt sales don’t give businesses a get-out-of-compliance-free card. In this webinar, we explain the basics of exemption certificates and share tips to help you streamline collection and management to improve customer experience and reduce audit risk. If your business has tax-free sales, don’t miss this...
81% of businesses still issue physical checks, citing security as the #1 reason. But the Association for Financial Professionals found that paper checks are the method most vulnerable to fraud, with 65% of respondents reporting facing attacks of this type. If you are looking for technology that supports only invoice, PO,...
Today's professional services firms are looking to overcome intense competition to win projects and grow their practices. To accomplish this, many are turning to modern, flexible business management technology to achieve industry-specific digital transformation. Acumatica's recently launched Professional Services Edition provides the features and capabilities these firms are looking for....
AI is revolutionizing the way the accounting industry works. It is elevating human performance by taking on the burden of repetitive but required tasks, and by accelerating analysis. But accounting is based on trust, so, companies must be totally sure that AI works accurately before they can use it to...
Class highlights Include: Verify that your version of Sage 100 can process 1099s for 2024 Overall IRS guidelines for 1099 reporting Cleaning up vendor 1099 classifications and verifying reporting amounts Common pitfalls for 1099 processing Using Aatrix in Sage 100 to report 1099 information electronically
