Financial Services Industry
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...
Growing your funding with automated grant management
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...
An essential guide to 1099 and W-9 form management and compliance
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...
Dawn Brolin’s AI-Enabled Accounts Payable Playbook – Part 1: Maximize Your Firm’s Capacity
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...
Dawn Brolin’s AI-Enabled Accounts Payable Playbook – Part 2 – Strengthen Your Firm’s Security Strategy with Liz Scott, CPA
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...
Managing tax-exempt sales 101
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...
Cut the checks for good with Quadient AP
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,...
Why AI Should Be Built on Trust
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...
Sage 100 1099 Processing Course
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
Gear Up for Success : Your FREE Sage Intacct Resources
Are you "New" to Sage Intacct ? We will equip you with valuable, FREE resources to ensure you fully utilize Sage Intacct. We will feature : Community Help Center Activating Collaborate Understanding Permissions and more !
Simplify your international sales tax and cross-border obligations with Avalara
Taking your business international can create new tax compliance concerns Do you have plans to start selling products or services in more countries? From understanding VAT to managing cross-border transactions and assigning HS codes, there’s a lot to think about before you take your business international. In this webinar, we’ll...
Sage 100 Payroll Processing Course
Class highlights include: Year End Processing Requirements Tips & Tricks & FAQs Year End Checklist How to Report Third Party Sick on W2's W-2 Processing ACA Processing