The Importance of Workflow Management

Workflow management is an important aspect of a business’ success, especially in today’s fast-paced environment. Diving deeper to see how workflow management can be enhanced shines a light on data automation and its ability to create added efficiency. Here are 5 reasons why improving and automating workflow matters: 1. Create value for your business Studies … Continue reading The Importance of Workflow Management

The Importance of Data Management

Technology plays an important role in how we connect, communicate, share information, and conduct business. This means that data management is even more prevalent now than ever before and companies need to know how to manage and organize their data well to thrive. Here are 4 highlights of why data management should be an essential … Continue reading The Importance of Data Management

Year-End Accounting Checklist

The end of the year is near and it’s time to close your books. Here is a simplified checklist we compiled together from some of the accounting experts. Reconcile your bank accounts and credit cards Review Profit and Loss statements Fill out IRS forms, Collect W-9s, Issue 1099s Prepare Records for local, state and federal … Continue reading Year-End Accounting Checklist

Wanting a Hand for the Year End?

The end of the year is quickly approaching and this is the time many people realize they have to start getting ready to close their books. With the holiday closures in December, we have even less work days this month and time is quickly running out. For many bookkeepers and accountants in a time crunch, … Continue reading Wanting a Hand for the Year End?

Why Accountants Need Data Automation

With the changing landscape of the accounting industry, Personable Inc. set out to better understand the weight of data entry for today’s sole practitioners and small accounting practices. In our 2017 survey, respondents reveal that they continue to be plagued by manual data entry tasks in a technological world.

Three Ways Accountants Can Achieve a Healthier Work Life Balance

The accounting industry’s long work hours often lead to increased stress and can therefore contribute to lower work quality. But in today’s tech era, accountants can actually work smarter, faster and better than ever, offering more opportunities to enjoy a healthier work life balance.

Mobile Scanning Apps for Receipts & Irregular Paper Documents

Almost everyone has a smartphone nowadays, and there are useful applications for capturing data from receipts, business cards or even from a whiteboard. Depending on your needs, the preference of the application will vary